Dr Mary Bates Trust Fund
The Dr Mary Bates Trust Fund is a private foundation based in Conifer, Colorado. Its 2025 filing reports a donation to the Mary Elizabeth Bates Foundation.
Key facts about Dr Mary Bates Trust Fund
In short: Dr Mary Bates Trust Fund gave $53K across 1 grant in 2025 (avg $53K), mostly in Colorado. Source: 2025 IRS Form 990-PF.
- EIN
- 84-6028055
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $52,839
- Grants made (2025)
- 1
- Average grant
- $52,839
- Median grant
- $52,839
- Total assets
- $387,693
- Primary geography
- Colorado (100% of itemized 2025 grant dollars)
- How to apply
- The foundation does not restrict giving to preselected organizations. Full details ↓
- Deadline
- None.
Data from IRS Form 990-PF, 2025; updated September 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$388K
+17.2% YoY
Annual Giving
$53K
-49.7% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$53K
-49.7% YoY
Under IRS private-foundation payout rules, Dr Mary Bates Trust Fund reported a distributable amount of $147K for 2025 — the minimum it must pay out in qualifying distributions.
How Dr Mary Bates Trust Fund gives
- In 2025 it paid out 42% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Grantmaking
The fund reported one grant in 2025, totaling $52,839. Its largest and only reported grant that year was a $52,839 donation to the Mary Elizabeth Bates Foundation in Conifer, Colorado.
Review Cycle
None.
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Geographic Focus
Where this funder awards grants
All grant dollars reported for 2025 went to a recipient in Colorado.
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $53K (2025) to $2.7M (2020). In 2025 it made 1 grant totaling $53K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Mary Elizabeth Bates Foundation ($53K).
Grant Size Distribution
4 grants across all recorded years
The most common grant size was in the $50–100K range: 2 grants of 4 (50%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Mary Elizabeth Bates Foundation Conifer, CO | Donation | $52,839 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Grants reported | Grant total |
|---|---|---|
| 2023 | 1 | $110,000 |
| 2024 | 1 | $105,000 |
| 2025 | 1 | $52,839 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $387,693 | $330,886 | $312,571 |
| Revenue | $113,855 | $135,219 | $152,860 |
| Expenses | $57,048 | $116,904 | $144,656 |
| Qualifying Distributions | $61,839 | $114,000 | $139,000 |
| Net Investment Income | $100,646 | $135,219 | $92,580 |
| Distributable Amount | $147,388 | $133,983 | $134,901 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS October 14, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 15, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 3, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 8, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 18, 2026)
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Marilyn C Briscoe, Janet Wolfe, Rebecca A Wolfe, Ryan Kargol, and Dan Wolfe as trustees.
Dr Mary Bates Trust Fund's 2025 filing lists 5 officers; none of the 5 officers listed in 2025 report compensation.
Officers on the 2025 filing
Dan Wolfe
Trustee
On filings since 2020
1 hr/week
$7K (2020) → $0 (2025)
Janet Wolfe
Trustee
On filings since 2020
1 hr/week
$7K (2020) → $0 (2025)
Marilyn C. Briscoe
Trustee
On filings since 2020
1 hr/week
$5K (2020) → $0 (2025)
Rebecca A. Wolfe
Trustee
On filings since 2020
1 hr/week
$7K (2020) → $0 (2025)
Ryan Kargol
Trustee
On filings since 2020
10 hrs/week
$8K (2020) → $0 (2025)
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $9K, to Ryan Kargol (Trustee).
Contact
Application contact: Ryan Kargol
Mailing address: 341 Eureka St, Central City, CO 80427
Phone: (303) 670-7944
Frequently asked questions about Dr Mary Bates Trust Fund
How much does Dr Mary Bates Trust Fund give each year?
Dr Mary Bates Trust Fund gave $53K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $105K across 1 grant.
How large is Dr Mary Bates Trust Fund?
Dr Mary Bates Trust Fund reported $388K in total assets on its 2025 IRS Form 990-PF. It paid out $62K in qualifying distributions that year, against a required minimum of $147K (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.
How do I apply for a grant from Dr Mary Bates Trust Fund?
The foundation does not restrict giving to preselected organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
Where does Dr Mary Bates Trust Fund make grants?
All grant dollars reported for 2025 went to a recipient in Colorado.
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Here's the math on researching Dr Mary Bates Trust Fund by hand.
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