Bates Family Foundation Inc
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.
Bates Family Foundation Inc at a glance
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.
- Annual giving (2024)
- $160,000
- +6.7% vs 2023
- Grants made (2024)
- 56
- -17.6% vs 2023
- Average grant
- $2,857
- +29.5% vs 2023
- Median grant
- $1,000
- Total assets
- $1,986,258
- +27.9% vs 2023
- New grantees (estimate)
- 4% first-time grantees (2 of 56, 2024)
- Primary geography
- Florida (83% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Bates Family Foundation Inc
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 329 N Jackson Street, Quincy, FL 32351
Phone: (850) 627-9001
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Bates Family Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
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
The most common grant size was under $50K: 281 grants of 281 (100%).
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
Share of 2024 grant dollars across all 56 itemized grants.
States
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $119K (2020) to $160K (2024). In 2024 it made 56 grants totaling $160K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Centenary United Methodist Church Quincy, FL | Payments for Church Programs | $39,500 |
| Gadsden Art Center and Museum Quincy, FL | Payment for Art Programs in Gadsden County | $26,000 |
| United Way of the Big Bend Tallahassee, FL | Payments for Services for Needy Individuals and Families | $7,500 |
| First Presbyterian Church Quincy, FL | Payment to Support Church Programs | $7,000 |
| Strozier Library Foundation Tallahassee, FL | Payments for Educational Programs | $7,000 |
| University of Florida Foundation Gainesville, FL | Payments for Educational Programs | $7,000 |
| Round-up River Ranch Avon, CO | Payment for Educational Programs | $6,000 |
| Quincy Historical Preservation Trust- Capital Improvement Account Tallahassee, FL | Payment for Preservation | $5,000 |
| Suwannee River Area Council Tallahassee, FL | Payments for Boy Scout Programs | $3,000 |
| Quincy Mainstreet Quincy, FL | Payment for Preservation Program | $2,500 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $1,986,258 | $129,135 | $242,338 | $160,000 | 56 | $187,500 | $92,661 | $194,996 |
| 2023 | $1,552,922 | $231,607 | $231,671 | $150,000 | 68 | $177,500 | $197,980 | $179,559 |
| 2022 | $1,563,869 | $200,840 | $242,856 | $158,000 | 54 | $185,500 | $169,083 | $182,613 |
| 2021 | $1,827,781 | $424,453 | $201,819 | $121,750 | 47 | $144,250 | $388,358 | $184,135 |
| 2020 | $1,896,926 | $72,321 | $193,651 | $118,750 | 56 | — | $43,292 | $159,845 |
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.
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.
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
The highest reported compensation on the 2024 filing was $50K, to Richard S Bates (President). 2 officers or directors reported compensation on that filing.
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). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
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 October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Bates Family Foundation Inc funds
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Cite this profile
Grantable. (2026). Bates Family Foundation Inc funder profile. GrantGraph. Retrieved October 20, 2026, from https://grantable.co/funders/bates-family-foundation-inc-morg_ffd4cf5101a6489c9cdf1099f535a869
BibTeX
@misc{grantable_593456990_2026,
author = {{Grantable}},
title = {{Bates Family Foundation Inc funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/bates-family-foundation-inc-morg_ffd4cf5101a6489c9cdf1099f535a869},
note = {Accessed 2026-10-20. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Bates Family Foundation Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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