Frank W Yates Jr Family Foundation
The Frank W Yates Jr Family Foundation is a private foundation based in Santa Fe, New Mexico. Its 2024 filing reports 64 grants totaling $289,550, with most grant dollars going to recipients in New Mexico.
Key facts about Frank W Yates Jr Family Foundation
In short: Frank W Yates Jr Family Foundation gave $290K across 64 grants in 2024 (avg $5K), mostly in New Mexico. 17% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- EIN
- 81-4589026
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $289,550
- Grants made (2024)
- 64
- Average grant
- $4,524
- Median grant
- $3,000
- New grantees (estimate)
- 17% first-time grantees (11 of 64, 2024)
- Total assets
- $5,417,213
- Primary geography
- New Mexico (75% of itemized 2024 grant dollars)
- How to apply
- The filing says to contact Tao Chumbley and submit a personal letter with identifying information and an explanation of the purpose for which the funds would be used. Full details ↓
- Deadline
- None listed.
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
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
Under IRS private-foundation payout rules, Frank W Yates Jr Family Foundation reported a distributable amount of $277K for 2024 — the minimum it must pay out in qualifying distributions.
Is Frank W Yates Jr Family Foundation open to new grantees?
17%
first-time grantees, 2024
In 2024, 11 of 64 grantees (17%) were first-time recipients. First grants averaged $7K; repeat grants $4K. How we count
Medians: $10K first-time, $3K repeat.
- 83% of 2024 grantees were also funded in 2023. Method
- Giving grew 147% from 2021 to 2024. Method
- In 2024 it paid out 104% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement for the foundation is provided. Its grants include organizations whose own missions span a range of activities. For example, Youth Shelters & Family Services says it serves homeless, runaway, and in-crisis youth in northern New Mexico; the Artesia Arts Council says it encourages expression and learning through art and culture; and Grammy’s House says it supports victims of domestic violence through advocacy, education, and empowerment. These are the grantees’ stated missions, not the foundation’s.
Grantmaking
In 2024, the foundation made 64 grants totaling $289,550. Grants ranged from $500 to $25,000, with a median of $3,000. Among the largest were $25,000 to Artesia Recreation Center Foundation; $15,000 to Climate Intel; and $10,000 each to Little Castle Learning &…, Recovery Avenue, The Lensic, Coalition for Osteoporosis…, Community Foundation of Southern NM, Las Campanas Community Fund, Life House Inc, and Santa Fe Symphony Orchestra. The filing lists each of these grants’ purpose as “donation.”
Other 2024 recipients included Safer New Mexico Now Inc, Changing Lives Coalition Inc, Youth Shelters & Family Services, Artesia Arts Council Inc, Grammy’s House, Haven of Hope Inc, Museum of New Mexico Foundation, and Greater Artesia Foundation, each receiving $5,000.
Review Cycle
None listed.
How to Apply
The filing says to contact Tao Chumbley and submit a personal letter with identifying information and an explanation of the purpose for which the funds would be used. The filing states there are no restrictions on awards.
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Geographic Focus
Where this funder awards grants
The 2024 filing reports that New Mexico recipients received 75% of grant dollars, followed by Washington at 5%, Tennessee at 3%, Iowa at 2%, and New York at 2%. Listed recipients also include organizations in Utah.
Grant Distribution by State
Share of 2024 grant dollars across all 64 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $117K (2021) to $387K (2022). In 2024 it made 64 grants totaling $290K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Artesia Recreation Center Foundatio ($25K). Together the top 10 received $120K.
Grant Size Distribution
259 grants across all recorded years
The most common grant size was under $50K: 257 grants of 259 (99%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Artesia Recreation Center Foundatio Artesia, NM | Donation | $25,000 |
| Climate Intel Sequim, WA | Donation | $15,000 |
| Little Castle Learning & Artesia, NM | Donation | $10,000 |
| Recovery Avenue Las Cruces, NM | Donation | $10,000 |
| The Lensic Sante Fe, NM | Donation | $10,000 |
| Coalition for Osteoporosis Las Cruces, NM | Donation | $10,000 |
| Community Foundation of Southern NM Las Cruces, NM | Donation | $10,000 |
| Las Campanas Coummunity Fund Sante Fe, NM | Donation | $10,000 |
| Life House Inc Carlsbad, NM | Donation | $10,000 |
| Santa Fe Symphony Orchestra Santa Fe, NM | Donation | $10,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2024 | $5,417,213 | $409,636 | $297,127 | $289,550 |
| 2023 | $5,525,766 | $198,904 | $278,505 | $269,000 |
| 2022 | $5,870,260 | $361,745 | $394,855 | $386,570 |
| 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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Tao Chumbley as President, Frances Moreau as VP & Director, Frank W Yates Jr as Treasurer, and Mary F Yates as Director.
Frank W Yates Jr Family Foundation is led by Tao Chumbley, President on every filing since 2020; none of the 4 officers listed in 2024 report compensation.
Officers on the 2024 filing
Tao Chumbley
President
On filings since 2020
No compensation reported
Frances Moreau
Vice President & Director
On filings since 2020
No compensation reported
Mary F. Yates
Director
On filings since 2020
No compensation reported
Frank W. Yates Jr.
Treasurer
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Application contact: Tao Chumbley
Mailing address: 1804 W Briscoe, Artesia, NM 88210
Phone: (575) 513-1627
Email: tchumbley@yates505.com
Frequently asked questions about Frank W Yates Jr Family Foundation
How much does Frank W Yates Jr Family Foundation give each year?
Frank W Yates Jr Family Foundation gave $290K across 64 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $269K across 57 grants.
What is Frank W Yates Jr Family Foundation's typical grant size?
Frank W Yates Jr Family Foundation's median grant in 2024 was $3,000, and its average grant was $4,524, across 64 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Frank W Yates Jr Family Foundation that year got $7K on average.
Where does Frank W Yates Jr Family Foundation give grants?
Frank W Yates Jr Family Foundation gives mostly in New Mexico: 75% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was Washington (5%). The most frequent recipient cities were Artesia, NM (14 grants), Santa Fe, NM (13 grants), Albuquerque, NM (6 grants) and Carlsbad, NM (4 grants).
Does Frank W Yates Jr Family Foundation give general operating support?
Not in 2024: none of the 64 grants with a stated purpose on Frank W Yates Jr Family Foundation's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Donation" (64 grants).
Who are Frank W Yates Jr Family Foundation's largest grantees?
Frank W Yates Jr Family Foundation's largest 2024 grantees include Artesia Recreation Center Foundatio ($25,000), Climate Intel ($15,000) and Little Castle Learning & ($10,000), according to its 2024 IRS Form 990-PF. Together they received 17% of its itemized 2024 grant dollars.
How large is Frank W Yates Jr Family Foundation?
Frank W Yates Jr Family Foundation reported $5.4M in total assets on its 2024 IRS Form 990-PF. It paid out $290K in qualifying distributions that year, against a required minimum of $277K (roughly 5% of its investment assets).
What does Frank W Yates Jr Family Foundation fund?
No mission statement for the foundation is provided. Its grants include organizations whose own missions span a range of activities. See mission & focus areas ↑
How do I apply for a grant from Frank W Yates Jr Family Foundation?
The filing says to contact Tao Chumbley and submit a personal letter with identifying information and an explanation of the purpose for which the funds would be used. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Frank W Yates Jr Family Foundation's EIN?
Frank W Yates Jr Family Foundation's EIN (Employer Identification Number) is 81-4589026. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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