Bates Family Foundation Inc

Private foundation · Grantmaker Quincy, FL EIN: 59-3456990

Bates Family Foundation Inc is a private foundation based in Quincy, Florida. Its 2024 filing reports grants to charitable organizations, including churches, arts and cultural organizations, educational institutions, and organizations providing community services.

Key facts about Bates Family Foundation Inc

In short: Bates Family Foundation Inc gave $160K across 56 grants in 2024 (avg $3K), mostly in Florida. 4% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.

EIN
59-3456990
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$160,000
Grants made (2024)
56
Average grant
$2,857
Median grant
$1,000
New grantees (estimate)
4% first-time grantees (2 of 56, 2024)
Total assets
$1,986,258
Primary geography
Florida (83% of itemized 2024 grant dollars)
Accepts unsolicited proposals
No
How to apply
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓

Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.0M

+27.9% YoY

Annual Giving

$160K

+6.7% YoY

Grant Count

56

-17.6% YoY

Avg Grant Size

$3K

+29.5% YoY

Under IRS private-foundation payout rules, Bates Family Foundation Inc reported a distributable amount of $195K for 2024 — the minimum it must pay out in qualifying distributions.

Is Bates Family Foundation Inc open to new grantees?

4%

first-time grantees, 2024

In 2024, 2 of 56 grantees (4%) were first-time recipients. First grants averaged $1K; repeat grants $3K. How we count

Medians: $1K first-time, $1K repeat.

  • 96% of 2024 grantees were also funded in 2023. Method
  • Giving grew 31% from 2021 to 2024. Method
  • In 2024 it paid out 96% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No mission statement for the foundation is provided. Its 2024 grants show support for a range of organizations. For example, United Way of the Big Bend describes its mission as raising awareness, mobilizing resources, and finding collaborative solutions to community concerns. Roundup River Ranch says it offers free, medically supported camp programs for children with life-altering diagnoses and their families. Quincy Music Theatre describes its work as producing musical, theatrical, and dramatic presentations.

Grantmaking

In 2024, the foundation reported 56 grants totaling $160,000. Grants ranged from $250 to $39,500, with a median grant of $1,000. The largest grants included $39,500 to Centenary United Methodist Church for church programs and $26,000 to Gadsden Art Center and Museum for art programs in Gadsden County. Other notable awards were $7,500 to United Way of the Big Bend for services for needy individuals and families; $7,000 each to Stroz ier Library Foundation and University of Florida Foundation for educational programs; and $6,000 to Roundup River Ranch for educational programs.

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Geographic Focus

Where this funder awards grants

In 2024, 83% of grant dollars went to recipients in Florida. Other recipient-state shares were Colorado, 4%; the District of Columbia, 2%; Maryland, 2%; and Texas, 2%.

Grant Distribution by State

23states

Share of all 56 itemized 2024 grant dollars.

Cities

TallahasseeQuincyJacksonvilleWashington DcWashingtonStaten IslandTopekaAvonBaltimoreBozemanEnterpriseGainesvilleHalifaxHavanaLakelandMariannaMemphisNew OrleansAlbert LeaClarksburg

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K56 grants202047 grants202154 grants202268 grants202356 grants2024

From 2020 to 2024, annual grant giving ranged from $119K (2020) to $160K (2024). In 2024 it made 56 grants totaling $160K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Centenary United Methodist Church: $40KCentenary United MethodistChurch$40KGadsden Art Center and Museum: $26KGadsden Art Center and Museum$26KUnited Way of the Big Bend: $8KUnited Way of the Big Bend$8KFirst Presbyterian Church: $7KFirst Presbyterian Church$7KStrozier Library Foundation: $7KStrozier Library Foundation$7KUniversity of Florida Foundation: $7KUniversity of FloridaFoundation$7KRound-up River Ranch: $6KRound-up River Ranch$6KQuincy Historical Preservation Trust- Capital Improvement Account: $5KQuincy Historical PreservationTrust- Capital Improvement…$5KSuwannee River Area Council: $3KSuwannee River Area Council$3KQuincy Mainstreet: $3KQuincy Mainstreet$3K

The largest 2024 recipient was Centenary United Methodist Church ($40K). Together the top 10 received $111K.

Grant Size Distribution

281 grants across all recorded years

281<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 281 grants of 281 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Centenary United Methodist Church Quincy, FLPayments for Church Programs$39,500
Gadsden Art Center and Museum Quincy, FLPayment for Art Programs in Gadsden County$26,000
United Way of the Big Bend Tallahassee, FLPayments for Services for Needy Individuals and Families$7,500
First Presbyterian Church Quincy, FLPayment to Support Church Programs$7,000
Strozier Library Foundation Tallahassee, FLPayments for Educational Programs$7,000
University of Florida Foundation Gainesville, FLPayments for Educational Programs$7,000
Round-up River Ranch Avon, COPayment for Educational Programs$6,000
Quincy Historical Preservation Trust- Capital Improvement Account Tallahassee, FLPayment for Preservation$5,000
Suwannee River Area Council Tallahassee, FLPayments for Boy Scout Programs$3,000
Quincy Mainstreet Quincy, FLPayment for Preservation Program$2,500

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2024 $1,986,258 $129,135 $242,338 $160,000
2023 $1,552,922 $231,607 $231,671 $150,000
2022 $1,563,869 $200,840 $242,856 $158,000
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K20202021202220232024
Metric202420232022
Total Assets$1,986,258$1,552,922$1,563,869
Revenue$129,135$231,607$200,840
Expenses$242,338$231,671$242,856
Qualifying Distributions$187,500$177,500$185,500
Net Investment Income$92,661$197,980$169,083
Distributable Amount$194,996$179,559$182,613

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Leadership team and compensation from IRS filings

The 2024 filing lists Richard S Bates as president, Janis M Bates as secretary, and Deborah L Leonard as treasurer.

Bates Family Foundation Inc is led by Richard S. Bates, President on every filing since 2020; 2 of 3 officers listed in 2024 are compensated.

Officers on the 2024 filing

  • Richard S. Bates

    President

    On filings since 2020

    5 hrs/week

    $40K (2020) → $50K (2024)

  • Janis M. Bates

    Secretary

    On filings since 2020

    5 hrs/week

    $4K (2020) → $5K (2024)

  • Deborah L. Leonard

    Treasurer

    On filings since 2020

    1 hr/week

    No compensation reported

Former officers (1)
  • Former: Mb Bates III (2020–2022) — Vice President

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2024 IRS filing

Richard S Bates — President: $50KRichard S BatesPresident$50KJanis M Bates — Secretary: $5KJanis M BatesSecretary$5K

The highest reported compensation on the 2024 filing was $50K, to Richard S Bates (President). 2 officers or directors reported compensation on that filing.

Contact

Mailing address: 329 N Jackson Street, Quincy, FL 32351
Phone: (850) 627-9001

Frequently asked questions about Bates Family Foundation Inc

How much does Bates Family Foundation Inc give each year?

Bates Family Foundation Inc gave $160K across 56 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $150K across 68 grants.

What is Bates Family Foundation Inc's typical grant size?

Bates Family Foundation Inc's median grant in 2024 was $1,000, and its average grant was $2,857, across 56 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Bates Family Foundation Inc that year got $1K on average.

Where does Bates Family Foundation Inc give grants?

Bates Family Foundation Inc gives mostly in Florida: 83% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Tallahassee, FL (12 grants), Quincy, FL (11 grants), Washington DC, DC (4 grants) and Staten Island, NY (2 grants).

Does Bates Family Foundation Inc give general operating support?

Not in 2024: none of the 56 grants with a stated purpose on Bates Family Foundation Inc's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Payments for Medical Research" (9 grants), "Payment for Preservation Program" (5 grants) and "Payment to Support Church Programs" (4 grants).

Who are Bates Family Foundation Inc's largest grantees?

Bates Family Foundation Inc's largest 2024 grantees include Centenary United Methodist Church ($39,500), Gadsden Art Center and Museum ($26,000) and United Way of the Big Bend ($7,500), according to its 2024 IRS Form 990-PF. Together they received 46% of its itemized 2024 grant dollars.

How large is Bates Family Foundation Inc?

Bates Family Foundation Inc reported $2.0M in total assets on its 2024 IRS Form 990-PF. It paid out $188K in qualifying distributions that year, against a required minimum of $195K (roughly 5% of its investment assets).

What does Bates Family Foundation Inc fund?

No mission statement for the foundation is provided. Its 2024 grants show support for a range of organizations. For example, United Way of the Big Bend describes its mission as raising awareness, mobilizing resources, and finding collaborative solutions to community concerns. See mission & focus areas ↑

How do I apply for a grant from Bates Family Foundation Inc?

The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Bates Family Foundation Inc's EIN?

Bates Family Foundation Inc's EIN (Employer Identification Number) is 59-3456990. IRS Form 990 filing data is available on this page for 2020–2024.

Does Bates Family Foundation Inc accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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