Bateman Jim S #4 Ta
Bateman Jim S #4 Ta is a private foundation, based in Brooklyn, OH. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.0M in total assets. In 2025, it awarded 1 grant totaling $108K. Net investment income was $188K.
Bateman Jim S #4 Ta at a glance
In short: Bateman Jim S #4 Ta gave $108K across 1 grant in 2025 (avg $108K), mostly in Utah. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $107,796
- +6.0% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $107,796
- +6.0% vs 2024
- Median grant
- $107,796
- Total assets
- $2,017,498
- +3.6% vs 2024
- Primary geography
- Utah (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Bateman Jim S #4 Ta funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Weber State University ($108K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $100–250K range: 3 grants of 5 (60%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Bateman Jim S #4 Ta gives
- Giving held roughly steady from 2022 to 2025 (−4%). Method
- In 2025 it paid out 106% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $83K (2023) to $112K (2022). In 2025 it made 1 grant totaling $108K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Weber State University Ogden, UT | General Operating | $107,796 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $2,017,498 | $211,399 | $141,785 | $107,796 | 1 | $116,208 | $188,384 | $109,148 |
| 2024 | $1,947,966 | $175,106 | $133,576 | $101,681 | 1 | $109,931 | $152,108 | $106,178 |
| 2023 | $1,907,812 | $131,295 | $110,757 | $83,119 | 1 | $89,708 | $113,296 | $98,581 |
| 2022 | $1,887,341 | $159,648 | $136,906 | $112,323 | 1 | $119,082 | $141,747 | $98,926 |
| 2021 | $1,865,141 | $119,023 | $121,529 | $95,098 | 1 | $102,336 | $98,505 | $114,195 |
| 2020 | $1,868,322 | $122,964 | $119,072 | $88,327 | 1 | — | $103,553 | $97,623 |
Under IRS private-foundation payout rules, Bateman Jim S #4 Ta reported a distributable amount of $109K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Bateman Jim S #4 Ta's only listed officer is Keybank N A, Trustee on every filing since 2024 (compensated).
Officers on the 2025 filing
Keybank N A
Trustee
On filings since 2024
1 hr/week
$29K (2024) → $29K (2025)
Former officers (1)
- Former: Keybank NA (2020–2023) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $29K, to Keybank N a (Trustee).
Frequently asked questions about Bateman Jim S #4 Ta
How much does Bateman Jim S #4 Ta give each year?
Bateman Jim S #4 Ta gave $108K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $102K across 1 grant.
How large is Bateman Jim S #4 Ta?
Bateman Jim S #4 Ta reported $2.0M in total assets on its 2025 IRS Form 990-PF. It paid out $116K in qualifying distributions that year, against a required minimum of $109K (roughly 5% of its investment assets).
Where does Bateman Jim S #4 Ta operate?
Bateman Jim S #4 Ta has awarded grants in Utah.
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 7, 2026)
- IRS filings on file for fiscal years 2020–2024
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