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.
Dr Mary Bates Trust Fund at a glance
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.
- Annual giving (2025)
- $52,839
- -49.7% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $52,839
- -49.7% vs 2024
- Median grant
- $52,839
- Total assets
- $387,693
- +17.2% vs 2024
- Primary geography
- Colorado (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.
How to apply to Dr Mary Bates Trust Fund
- How to Apply
-
The foundation does not restrict giving to preselected organizations. Apply by letter to Ryan Kargol. Awards are restricted to humane societies.
- Contact
Application contact: Ryan Kargol
Mailing address: 341 Eureka St, Central City, CO 80427
Phone: (303) 670-7944
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Dr Mary Bates Trust Fund funds
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%).
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
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.
Giving History
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.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Mary Elizabeth Bates Foundation Conifer, CO | Donation | $52,839 |
Ready to take the next step with Dr Mary Bates Trust Fund?
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 | $387,693 | $113,855 | $57,048 | $52,839 | 1 | $61,839 | $100,646 | $147,388 |
| 2024 | $330,886 | $135,219 | $116,904 | $105,000 | 1 | $114,000 | $135,219 | $133,983 |
| 2023 | $312,571 | $152,860 | $144,656 | $110,000 | 1 | $139,000 | $92,580 | $134,901 |
| 2022 | $304,367 | $93,907 | $35,229 | — | — | $34,000 | $88,907 | $132,154 |
| 2021 | $245,689 | $129,257 | $115,217 | $80,000 | 1 | $114,000 | $87,257 | $122,204 |
| 2020 | $231,649 | $101,874 | $2,696,459 | $2,653,924 | 40 | — | $85,339 | $170,336 |
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.
Research compiled by Grantable AI from public sources. Last updated September 2026.
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.
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).
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.
Data update history
(6)
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)
Other open foundation grants in Colorado
Colorado Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Dr Mary Bates Trust Fund's focus areas in our free grants database
Similar Funders
Funders with grantees in common
Mary Elizabeth Bates Foundation
Conifer, CO
The Mary Elizabeth Bates Foundation funds humane societies, animal shelters, and related animal-care, rescue, and adoption work in Colorado. In 2025, grants ranged from $1,425 to $39,500, with a median of $4,550. It accepts applications by letter and does not limit giving to preselected organizations.
Assets
$2.8M
Grants
46
Total Given
$281K
El Pomar Foundation
Colorado Springs, CO
El Pomar Foundation funds Colorado nonprofits and government agencies working in arts and culture, civic and community initiatives, education, health, and human services, including operating, program, and capital needs. Typical awards are $2,500–$10,000 for operating or program support and $15,000–$25,000 for capital support. It accepts online applications on a rolling basis through its competitive process and designated funds.
Assets
$468.2M
Grants
1
Total Given
$20.4M
Lumen Clarke M Williams Foundation
Wilmington, DE
The foundation supports employee giving and volunteer programs, as well as K–12 classroom technology through its Teachers and Technology program. That program offers grants of up to $5,000 to eligible schools in 10 states; 2024 giving had a median grant of $6,110 and was concentrated in Delaware. It generally funds preselected organizations and does not accept unsolicited requests, though eligible teachers could apply for the announced Teachers and Technology round.
Assets
$12.1M
Grants
4
Total Given
$971K
Alice Jenkins Foundation
Louisville, CO
This Colorado-based foundation funds organizations providing humane care and treatment for animals, including companion animals, horses, and wildlife. Its 2025 grants ranged from $500 to $2,000, with a median of $2,000, and all went to Colorado recipients. It accepts applications by letter and does not limit giving to preselected organizations; its filing lists an August 15 deadline.
Assets
$723K
Grants
17
Total Given
$30K
Western Union Foundation
Denver, CO
The Western Union Foundation, which closed at the end of 2025, funded workforce readiness, education, job creation, and economic opportunity programs, including support for migrants and displaced people. Its 2024 grants ranged from $50,000 to $500,000, with a median of about $125,000, and went to organizations in multiple U.S. states and around the world. It accepted only requests from preselected organizations and did not accept unsolicited applications.
Assets
$1.9M
Grants
21
Total Given
$3.9M
Lucile Drinkwater Allen Trust
Saint Louis, MO
Assets
$204K
Grants
5
Total Given
$8K
More similar funders
More Funders in Colorado
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Dr Mary Bates Trust Fund'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.
Dr Mary Bates Trust Fund down — hundreds of funders to go?