Frank W Yates Jr Family Foundation
The Frank W Yates Jr Family Foundation is a private grantmaking foundation based in Santa Fe, New Mexico. Established in 2017, it operates as a 501(c)(3) organization dedicated to philanthropic giving across multiple sectors.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$5.4M
-2.0% YoY
Annual Giving
$290K
+7.6% YoY
Grant Count
64
+12.3% YoY
Avg Grant Size
$5K
-4.1% YoY
Mission & Focus Areas
The foundation's grant-making focuses on:
- Education
- Philanthropy, Voluntarism & Grantmaking
- Human Services
Grantmaking
The foundation accepts applications.
Grant Range
$3,000
How to Apply
**
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Geographic Focus
Where this funder awards grants
The foundation primarily funds organizations in:
- New Mexico
- Texas
- Tennessee
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
Assets & Revenue (as of 2023-2024):
- Total assets: $5,417,213–$5,530,000
- Total liabilities: $0
- Revenue (2023): $199,000
- Expenses (2023): $279,000
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $5,417,213 | $5,525,766 | $5,870,260 |
| Revenue | $409,636 | $198,904 | $361,745 |
| Expenses | $297,127 | $278,505 | $394,855 |
| Qualifying Distributions | $289,550 | $269,000 | $386,570 |
| Net Investment Income | $180,525 | $234,382 | $361,745 |
| Distributable Amount | $277,137 | $274,569 | $277,139 |
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
230 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| TAO CHUMBLEY | PRESIDENT & | — | — |
| FRANCES MOREAU | VP & DIRECTO | — | — |
| FRANK W YATES JR | TREASURER & | — | — |
| MARY F YATES | DIRECTOR | — | — |
Contact Information
Address: 57 Grey Wolf Santa Fe, NM 87506-8278
Phone: 575-513-1627
Subject Areas
Focus areas based on grantmaking activity
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—
Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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