Batey Family Charitable Trust
Batey Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BAKERSFIELD, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.2M in total assets. In 2024, it awarded 14 grants totaling $146K. Net investment income was $290K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.2M
+12.1% YoY
Annual Giving
$146K
-48.1% YoY
Grant Count
14
-12.5% YoY
Avg Grant Size
$10K
-40.6% YoY
Under IRS private-foundation payout rules, Batey Family Charitable Trust reported a distributable amount of $105K for 2024 — the minimum it must pay out in qualifying distributions.
About Batey Family Charitable Trust
Based on IRS filings
Batey Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BAKERSFIELD, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.2M in total assets. In 2024, it awarded 14 grants totaling $146K. Net investment income was $290K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,246,408 | $2,003,565 | $1,660,780 |
| Revenue | $390,573 | $625,964 | $229,024 |
| Expenses | $147,730 | $283,179 | $414,252 |
| Qualifying Distributions | $146,150 | $281,350 | $409,210 |
| Net Investment Income | $290,463 | $88,599 | $17,867 |
| Distributable Amount | $105,453 | $90,784 | $89,848 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
75 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Csub Foundation ($40,000), First United Methodist Church ($36,200), Kern County Network for Children ($15,000).
| Recipient | Purpose | Amount |
|---|---|---|
| BOYS AND GIRLS CLUB OF KERN COUNTY BAKERSFIELD, CA | CONTRIBUTION MADE TO THE GENERAL FUND | $7,000 |
| CHILDCARE WORLDWIDE LYNDEN, WA | CONTRIBUTION MADE TO THE GENERAL FUND | $7,300 |
| DOCTORS WITHOUT BORDERS NEW YORK, NY | CONTRIBUTION TO THE GENERAL FUND | $5,000 |
| FIRST UNITED METHODIST CHURCH BAKERSFIELD, CA | SPONSORSHIP OF THE CHURCH. | $36,200 |
| KERN COMMUNITY FOUNDATION BAKERSFIELD, CA | CONTRIBUTION MADE TO THE WOMEN'S & GIRL'S FUND | $1,000 |
| KERN COUNTY NETWORK FOR CHILDREN BAKERSFIELD, CA | DREAM CENTER AUTOMOBILE PROGRAM | $15,000 |
| MISC CONTRIBUTIONS UNDER 1000 BAKERSFIELD, CA | CONTRIBUTION TO THE GENERAL FUND | $2,000 |
| THE SALVATION ARMY BAKERSFIELD, CA | CONTRIBUTION MADE TO THE GENERAL FUND | $5,000 |
| CSUB FOUNDATION BAKERSFIELD, CA | CONTRIBUTION MADE TO THE GENERAL FUND | $40,000 |
| AMERICAN RED CROSS BAKERSFIELD, CA | CONTRIBUTION MADE TO THE GENERAL FUND | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| RUTH GAYLE BATEY | TRUSTEE | 10 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Batey Family Charitable Trust?
Batey Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BAKERSFIELD, CA. It holds $2.2M in total assets as of 2024.
How large is Batey Family Charitable Trust?
As of 2024, Batey Family Charitable Trust holds $2.2M in total assets with $391K in annual revenue. It awarded 14 grants totaling $146K in 2024.
Where does Batey Family Charitable Trust operate?
Batey Family Charitable Trust has awarded grants in California, Indiana, New York, Tennessee, Texas, Washington.
What size grants does Batey Family Charitable Trust award?
In 2024, Batey Family Charitable Trust awarded 14 grants totaling $146K — an average of about $10K per grant, based on its IRS Form 990 filings.
How much is Batey Family Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Batey Family Charitable Trust reported a distributable amount of $105K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Batey Family Charitable Trust's EIN?
Batey Family Charitable Trust's EIN (Employer Identification Number) is 47-5523964. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Batey Family Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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