Bateman Jim S #4 Ta
BROOKLYN, OH EIN: 81-2609777
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$1.9M
+2.1% YoY
Annual Giving
$102K
+22.3% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$102K
+22.3% YoY
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,947,966 | $1,907,812 | $1,887,341 |
| Revenue | $175,106 | $131,295 | $159,648 |
| Expenses | $133,576 | $110,757 | $136,906 |
| Qualifying Distributions | $109,931 | $89,708 | $119,082 |
| Net Investment Income | $152,108 | $113,296 | $141,747 |
| Distributable Amount | $106,178 | $98,581 | $98,926 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Bateman Jim S #4 Ta fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| KEYBANK N A | TRUSTEE | 1 | $28,798 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Utah $481K (100%)
States
Cities
Ogden
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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