Dr Mary Bates Trust Fund
The Dr Mary Bates Trust Fund is a private foundation based in Conifer, Colorado. The organization operates as a grantmaking entity focused on supporting charitable causes primarily within Colorado.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$331K
+5.9% YoY
Annual Giving
$105K
-4.5% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$105K
-4.5% YoY
Under IRS private-foundation payout rules, Dr Mary Bates Trust Fund reported a distributable amount of $134K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation's primary funding focus areas include:
- Philanthropy, Voluntarism & Grantmaking
- Human Services
- Private Grantmaking
The foundation also supports animal protection and welfare organizations in the region.
Grantmaking
The Dr Mary Bates Trust Fund provided a $105,000 donation to the Mary Elizabeth Bates Foundation in 2024.
Grant Range
& Activity:**
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Geographic Focus
Where this funder awards grants
The foundation's grantmaking is concentrated in Colorado, with particular activity in the Conifer area and surrounding regions.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
Assets & Resources:
- Total assets: $312,571 (as of most recent filing)
- Total annual giving: $110,000
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $330,886 | $312,571 | $304,367 |
| Revenue | $135,219 | $152,860 | $93,907 |
| Expenses | $116,904 | $144,656 | $35,229 |
| Qualifying Distributions | $114,000 | $139,000 | $34,000 |
| Net Investment Income | $135,219 | $92,580 | $88,907 |
| Distributable Amount | $133,983 | $134,901 | $132,154 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
43 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Mary Elizabeth Bates Foundation ($105,000).
| Recipient | Purpose | Amount |
|---|---|---|
| MARY ELIZABETH BATES FOUNDATION CONIFER, CO | DONATION | $105,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MARILYN C BRISCOE | TRUSTEE | 1 | — |
| JANET WOLFE | TRUSTEE | 1 | — |
| REBECCA A WOLFE | TRUSTEE | 1 | — |
| RYAN KARGOL | TRUSTEE | 10 | $9,000 |
| DAN WOLFE | TRUSTEE | 1 | — |
Frequently Asked Questions
What does Dr Mary Bates Trust Fund fund?
The foundation's primary funding focus areas include: • Philanthropy, Voluntarism & Grantmaking • Human Services • Private Grantmaking The foundation also supports animal protection and welfare organizations in the region.
How do I apply for a grant from Dr Mary Bates Trust Fund?
**Grant Size & Activity:** • Typical grant awards range from $80,000 to $110,000 • Total annual giving: $110,000 • The foundation made grants totaling $110,000 in recent fiscal periods **Recent Grants:** The Dr Mary Bates Trust Fund provided a $105,000 donation to the Mary Elizabeth Bates Foundation in 2024.
Where does Dr Mary Bates Trust Fund make grants?
The foundation's grantmaking is concentrated in Colorado, with particular activity in the Conifer area and surrounding regions.
What size grants does Dr Mary Bates Trust Fund award?
In 2024, Dr Mary Bates Trust Fund awarded 1 grants totaling $105K — an average of about $105K per grant, based on its IRS Form 990 filings.
How much is Dr Mary Bates Trust Fund required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Dr Mary Bates Trust Fund reported a distributable amount of $134K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Dr Mary Bates Trust Fund's EIN?
Dr Mary Bates Trust Fund's EIN (Employer Identification Number) is 84-6028055. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Dr Mary Bates Trust Fund's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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