Bateman Jim S #4 Ta
Bateman Jim S #4 Ta is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BROOKLYN, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.9M in total assets. In 2024, it awarded 1 grants totaling $102K. Net investment income was $152K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
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
Under IRS private-foundation payout rules, Bateman Jim S #4 Ta reported a distributable amount of $106K for 2024 — the minimum it must pay out in qualifying distributions.
About Bateman Jim S #4 Ta
Based on IRS filings
Bateman Jim S #4 Ta is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BROOKLYN, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.9M in total assets. In 2024, it awarded 1 grants totaling $102K. Net investment income was $152K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| 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
Among its reported 2024 grants, the largest include Weber State University ($101,681).
| Recipient | Purpose | Amount |
|---|---|---|
| WEBER STATE UNIVERSITY OGDEN, UT | GENERAL OPERATING | $101,681 |
Leadership & 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 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Bateman Jim S #4 Ta?
Bateman Jim S #4 Ta is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BROOKLYN, OH. It holds $1.9M in total assets as of 2024.
How large is Bateman Jim S #4 Ta?
As of 2024, Bateman Jim S #4 Ta holds $1.9M in total assets with $175K in annual revenue. It awarded 1 grants totaling $102K in 2024.
Where does Bateman Jim S #4 Ta operate?
Bateman Jim S #4 Ta has awarded grants in Utah.
What size grants does Bateman Jim S #4 Ta award?
In 2024, Bateman Jim S #4 Ta awarded 1 grants totaling $102K — an average of about $102K per grant, based on its IRS Form 990 filings.
How much is Bateman Jim S #4 Ta required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Bateman Jim S #4 Ta reported a distributable amount of $106K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Bateman Jim S #4 Ta's EIN?
Bateman Jim S #4 Ta's EIN (Employer Identification Number) is 81-2609777. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.