Bates M FBO Lanc Symphony Tuw
Bates M FBO Lanc Symphony Tuw is a private foundation focused on Arts, Culture & Humanities, based in Saint Louis, MO. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $277K in total assets. In 2025, it awarded 1 grant totaling $15K. Net investment income was $10K.
Bates M FBO Lanc Symphony Tuw at a glance
In short: Bates M FBO Lanc Symphony Tuw gave $15K across 1 grant in 2025 (avg $15K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $15,000
- -16.7% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $15,000
- -16.7% vs 2024
- Median grant
- $15,000
- Total assets
- $276,589
- -2.6% vs 2024
- Primary geography
- Pennsylvania (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 Bates M FBO Lanc Symphony Tuw funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Lancaster Symphony Orchestra ($15K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
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 Bates M FBO Lanc Symphony Tuw gives
- Giving held roughly steady from 2022 to 2025 (−14%). Method
- In 2025 it paid out 101% 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 2021 to 2025, annual grant giving ranged from $14K (2021) to $19K (2023). In 2025 it made 1 grant totaling $15K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Lancaster Symphony Orchestra Lancaster, PA | General Operating | $15,000 |
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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 | $276,589 | $15,095 | $22,340 | $15,000 | 1 | $17,106 | $9,923 | $16,870 |
| 2024 | $283,827 | $10,675 | $24,949 | $18,000 | 1 | $20,046 | $5,714 | $15,958 |
| 2023 | $298,222 | $-6,872 | $25,542 | $19,000 | 1 | $20,462 | $6,721 | $15,869 |
| 2022 | $330,370 | $23,564 | $24,937 | $17,500 | 1 | $19,054 | $17,682 | $18,839 |
| 2021 | $331,832 | $23,920 | $21,607 | $13,500 | 1 | — | $18,293 | $18,352 |
Under IRS private-foundation payout rules, Bates M FBO Lanc Symphony Tuw reported a distributable amount of $17K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Bates M FBO Lanc Symphony Tuw's only listed officer is Wells Fargo Bank N A, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Wells Fargo Bank N A
Trustee
On filings since 2021
1 hr/week
$6K (2021) → $6K (2025)
Data from IRS Form 990 filings, 2021–2025. "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 $6K, to Wells Fargo Bank N a (Trustee).
Frequently asked questions about Bates M FBO Lanc Symphony Tuw
How much does Bates M FBO Lanc Symphony Tuw give each year?
Bates M FBO Lanc Symphony Tuw gave $15K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $18K across 1 grant.
How large is Bates M FBO Lanc Symphony Tuw?
Bates M FBO Lanc Symphony Tuw reported $277K in total assets on its 2025 IRS Form 990-PF. It paid out $17K in qualifying distributions that year, against a required minimum of $17K (roughly 5% of its investment assets).
What is Bates M FBO Lanc Symphony Tuw?
Bates M FBO Lanc Symphony Tuw is a private foundation focused on Arts, Culture & Humanities, based in Saint Louis, MO. It holds $277K in total assets as of 2025.
Where does Bates M FBO Lanc Symphony Tuw operate?
Bates M FBO Lanc Symphony Tuw has awarded grants in Pennsylvania.
What is Bates M FBO Lanc Symphony Tuw's EIN?
Bates M FBO Lanc Symphony Tuw's EIN (Employer Identification Number) is 23-6718691. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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