Batey Family Charitable Trust
Batey Family Charitable Trust is a private foundation based in Bakersfield, California. Its 2025 filing reports 17 grants totaling $267,000 to charitable organizations, including organizations in California and several other states.
Batey Family Charitable Trust at a glance
In short: Batey Family Charitable Trust gave $267K across 17 grants in 2025 (avg $16K), mostly in California. 24% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $267,000
- +82.7% vs 2024
- Grants made (2025)
- 17
- +21.4% vs 2024
- Average grant
- $15,706
- +50.4% vs 2024
- Median grant
- $5,000
- Total assets
- $2,986,230
- +32.9% vs 2024
- New grantees (estimate)
- 24% first-time grantees (4 of 17, 2025; small sample)
- Primary geography
- California (85% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Batey Family Charitable Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations.
- Contact
Mailing address: PO Box 20009, Bakersfield, CA 93390-0009
Phone: (661) 201-1877
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Batey Family Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Advance Center for Eyecare ($100K). Together the top 10 received $255K.
Grant Size Distribution
77 grants across all recorded years
The most common grant size was under $50K: 71 grants of 77 (92%).
Geographic Focus
Where this funder awards grants
In 2025, 85% of grant dollars went to recipients in California. The remaining grant dollars went to recipients in Washington (7%), Tennessee (4%), West Virginia (2%), and New York (2%). Bakersfield organizations received several of the largest listed grants.
Grant Distribution by State
Share of 2025 grant dollars across all 17 itemized grants.
Cities
Is Batey Family Charitable Trust open to new grantees?
24%
first-time grantees, 2025
In 2025, 4 of 17 grantees (24%) were first-time recipients. With only 17 grantees, that is a small sample: one grantee more or less moves the share by about 6 points. First grants averaged $17K; repeat grants $15K. How we count
Medians: $8K first-time, $5K repeat.
- 65% of 2025 grantees were also funded in 2024. Method
- Giving fell 35% from 2022 to 2025. Method
- In 2025 it paid out 241% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). 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 2019 to 2025, annual grant giving ranged from $146K (2024) to $965K (2019). In 2025 it made 17 grants totaling $267K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Advance Center for Eyecare Bakersfield, CA | Donation for Eyeglasses | $100,000 |
| North of the River Rec & Park District Bakersfield, CA | Contribution Made to the General Fund | $50,000 |
| Kern County Museum Foundation Bakersfield, CA | Contribution Made to the General Fund | $21,000 |
| Childcare Worldwide Lynden, WA | Contribution Made to the General Fund | $20,000 |
| CASA Esperanza Bakersfield, CA | Contribution Made to the General Fund | $17,500 |
| American Red Cross Bakersfield, CA | Contribution Made to the General Fund | $15,000 |
| First United Methodist Church Bakersfield, CA | Sponsorship of the Church. | $11,000 |
| Belmont University Nashville, TN | Contribution Made to the General Fund | $10,000 |
| Project Best Wheeling, WV | Contribution Made to the General Fund | $5,000 |
| Bakersfield City Ballet Bakersfield, CA | Contribution Made to the General Fund | $5,000 |
Ready to take the next step with Batey Family Charitable Trust?
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 | $2,986,230 | $1,014,291 | $274,469 | $267,000 | 17 | $267,000 | $163,577 | $110,670 |
| 2024 | $2,246,408 | $390,573 | $147,730 | $146,150 | 14 | $146,150 | $290,463 | $105,453 |
| 2023 | $2,003,565 | $625,964 | $283,179 | $281,350 | 16 | $281,350 | $88,599 | $90,784 |
| 2022 | $1,660,780 | $229,024 | $414,252 | $409,210 | 16 | $409,210 | $17,867 | $89,848 |
| 2021 | $1,846,008 | $334,689 | $222,170 | $218,827 | 14 | $218,827 | $189,689 | $96,362 |
| 2020 | $1,733,489 | $653,705 | $426,561 | $418,375 | 15 | — | $158,476 | $79,845 |
| 2019 | $1,506,345 | $878,222 | $973,697 | $964,588 | 13 | — | $326,406 | $88,873 |
Under IRS private-foundation payout rules, Batey Family Charitable Trust reported a distributable amount of $111K for 2025 — 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 trust is provided. Its 2025 grants show support for a range of organizations. For example, Kern County Museum Foundation says its purpose is to support and enhance the Kern County Museum, including through operational support. CASA Esperanza describes its work as providing homeless women and children in the Bakersfield area with services intended to support transitions to permanent housing and stable employment. Childcare Worldwide says it supports children’s physical needs and education and connects them with sponsors through Christ-based life centers.
Grantmaking
In 2025, the trust awarded 17 grants totaling $267,000. Grant amounts ranged from $500 to $100,000, with a median grant of $5,000.
Among the largest reported grants were $100,000 to Advance Center for Eyecare for eyeglasses; $50,000 to North of the River Recreation and Park District; $21,000 to Kern County Museum Foundation; $20,000 to Childcare Worldwide; and $17,500 to CASA Esperanza. Other reported grants included $15,000 to the American Red Cross, $11,000 to First United Methodist Church, and $10,000 to Belmont University.
Leadership & Key People
Leadership team and compensation from IRS filings
Ruth Gayle Batey is listed as trustee on the 2025 filing.
Batey Family Charitable Trust is led by Ruth Gayle Batey, Trustee on every filing since 2019 — the only officer listed, and uncompensated.
Officers on the 2025 filing
Ruth Gayle Batey
Trustee
On filings since 2019
10 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Batey Family Charitable Trust
How much does Batey Family Charitable Trust give each year?
Batey Family Charitable Trust gave $267K across 17 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $146K across 14 grants.
What is Batey Family Charitable Trust's typical grant size?
Batey Family Charitable Trust's median grant in 2025 was $5,000, and its average grant was $15,706, across 17 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Batey Family Charitable Trust that year got $17K on average.
Where does Batey Family Charitable Trust give grants?
Batey Family Charitable Trust gives mostly in California: 85% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Washington (7%). The most frequent recipient cities were Bakersfield, CA (13 grants).
Does Batey Family Charitable Trust give general operating support?
Yes: 76% of Batey Family Charitable Trust's 2025 grants with a stated purpose (13 of 17) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Batey Family Charitable Trust's largest grantees?
Batey Family Charitable Trust's largest 2025 grantees include Advance Center for Eyecare ($100,000), North of the River Rec & Park District ($50,000) and Kern County Museum Foundation ($21,000), according to its 2025 IRS Form 990-PF. Together they received 64% of its itemized 2025 grant dollars.
How large is Batey Family Charitable Trust?
Batey Family Charitable Trust reported $3.0M in total assets on its 2025 IRS Form 990-PF. It paid out $267K in qualifying distributions that year, against a required minimum of $111K (roughly 5% of its investment assets).
What does Batey Family Charitable Trust fund?
No mission statement for the trust is provided. Its 2025 grants show support for a range of organizations. For example, Kern County Museum Foundation says its purpose is to support and enhance the Kern County Museum, including through operational support. See mission & focus areas ↑
How do I apply for a grant from Batey Family Charitable Trust?
The foundation does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2019–2025.
Does Batey Family Charitable Trust 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
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 29, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS June 29, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 2, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 13, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 17, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 6, 2024)
Explore Open Grants
Browse active grant opportunities in Batey Family Charitable Trust's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in California
The J Grace Foundation
San Juan Capistrano, CA
The J Grace Foundation supports charitable organizations working in areas such as therapeutic services, education, health care, youth services, and community assistance, with most of its grants going to California. In 2025, grants ranged from $500 to $75,000, with a median of $4,000. It contributes only to preselected organizations and does not accept unsolicited requests.
Assets
$7.4M
Grants
34
Total Given
$393K
Enterprise Holdings Foundation
Saint Louis, MO
The Enterprise Holdings Foundation supports charitable and educational nonprofits in communities where Enterprise Mobility operates, focusing on health, education, arts, and disaster relief; applicants must be actively supported by an Enterprise Mobility team member, spouse, or domestic partner. Giving varies widely: it reported 9,499 grants in 2024, but its 2025 filing showed one grant of $101.4 million, so that amount is not a typical award. Applications are accepted at any time through eligible Enterprise-affiliated applicants; the Foundation does not limit giving to preselected organizations.
Assets
$594.3M
Grants
1
Total Given
$101.4M
Valley Strong Cu FKA Kern Schools Federal Credit Union
Bakersfield, CA
Valley Strong CU supports community efforts in education, health, senior well-being, youth services, financial literacy, and business and career development, primarily in California. Its 2024 grants ranged from $5,150 to $500,000, with a median of $12,965. It accepts donation and sponsorship requests through a form on its website.
Assets
$3.9B
Grants
45
Total Given
$1.7M
Louis and Sheryl Barbich Foundation
Bakersfield, CA
Assets
$7K
Grants
3
Total Given
$8K
Silicon Valley Community Foundation
Mountain View, CA
Silicon Valley Community Foundation funds work in areas such as housing, economic security, education, health, the environment, arts and culture, and civic engagement, with Community Action Grants supporting local, community-led organizations in San Mateo and Santa Clara counties. Its 2024 grants had a median of $51,716, though amounts varied widely; applications depend on the program, and SVCF states that it does not accept unsolicited proposals for advised funds.
Assets
$12.3B
Grants
3,576
Total Given
$3.2B
California Community Foundation
Los Angeles, CA
The California Community Foundation supports nonprofits through discretionary and donor-directed grants, with discretionary priorities including education, health, housing and immigration, alongside other areas such as arts, civic engagement and economic opportunity. Its 2025 grants had a median of $50,000, and its work is focused on Los Angeles County; prospective discretionary applicants are asked to contact the relevant program officer before submitting a letter of intent.
Assets
$2.3B
Grants
2,174
Total Given
$326.6M
More similar funders
More Funders in California
Cite this profile
Grantable. (2026). Batey Family Charitable Trust funder profile. GrantGraph. Retrieved October 13, 2026, from https://grantable.co/funders/batey-family-charitable-trust-morg_2a578dc5f85d4fdaaf52f2152d86da30
BibTeX
@misc{grantable_475523964_2026,
author = {{Grantable}},
title = {{Batey Family Charitable Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/batey-family-charitable-trust-morg_2a578dc5f85d4fdaaf52f2152d86da30},
note = {Accessed 2026-10-13. 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 Batey Family Charitable Trust'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.
Batey Family Charitable Trust down — hundreds of funders to go?