Dr Mary E Bates Trust Fund
- Assets
- $245.7k
- Revenue
- $129.3k
- Investments
- $241.2k
- Employees
- 0
- Location
- Conifer, CO
- Founding
- 08/1971
- Data as of
- 12/2021
- EIN
- 84-6028055
Organization Overview
Dr Mary E Bates Trust Fund is located in Conifer, CO. The organization was established in 1971. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Dr Mary E Bates Trust Fund is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Dr Mary E Bates Trust Fund generated $129.3k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 0.4% each year. All expenses for the organization totaled $115.2k during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Dr Mary E Bates Trust Fund has awarded 196 individual grants totaling $3,219,781. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
Part 3 - Line 4a
N/A
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Ryan Kargol Trustee | 10 | $8,000 | |
Rebecca A Wolfe Trustee | 1 | $7,000 | |
Janet Wolfe Trustee | 1 | $7,000 | |
Dan Wolfe Trustee | 1 | $7,000 | |
Marilyn C Briscoe Trustee | 1 | $5,000 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $34,000 |
| Interest on Savings | $4 |
| Dividends & Interest | $95,253 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $0 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $129,257 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $34,000 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $1,217 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $35,217 |
| Contributions, gifts, grants paid | $80,000 |
| Total expenses and disbursements | $115,217 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $4,509 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $245,689 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Dr Mary E Bates Trust Fund has awarded $2,653,924 in support to 40 organizations.
| Grant Recipient | Amount |
|---|---|
Conifer, CO PURPOSE: DONATION | $2,510,363 |
Denver, CO PURPOSE: DONATION | $27,000 |
Colorado Springs, CO PURPOSE: DONATION | $6,000 |
ARKANSAS VALLEY HUMANE SOCIETY PURPOSE: DONATION | $6,000 |
EVERY CREATURE COUNTS PURPOSE: DONATION | $5,500 |
INTERNATIONAL HEARING DOGS INC PURPOSE: DONATION | $5,100 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Dr Mary E Bates Trust Fund has recieved totaling $35,000.
| Awarding Organization | Amount |
|---|---|
Mary Elizabeth Bates Foundation Conifer, CO PURPOSE: DONATION | $35,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Sorenson Legacy Foundation Midvale, UT | $495,708,411 | $38,649,828 |
Diane And Bruce Halle Foundation Scottsdale, AZ | $130,264 | $31,307,586 |
Inasmuch Foundation Oklahoma City, OK | $394,422,796 | $49,887,073 |
William K Warren Foundation Tulsa, OK | $318,898,600 | $38,179,587 |
Kennys Kids Sedona, AZ | $0 | $509,065 |
Brent Eley Center Inc Aurora, CO | $0 | $0 |
Boettcher Foundation Denver, CO | $266,743,315 | $22,782,794 |
Charityvision International Inc Provo, UT | $7,076,179 | $9,590,152 |
R Foundation Kaysville, UT | $410,534 | $5,235,533 |
The Piton Foundation Denver, CO | $212,611,882 | $13,782,087 |
Stonewall Foundation Tucson, AZ | $0 | $109,268 |
Ssb Charitable Foundation Colorado Springs, CO | $10,867,168 | $21,135,487 |