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
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.
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
Among its reported 2024 grants, the largest include Artesia Recreation Center Foundatio ($25,000), Little Castle Learning & ($10,000), Recovery Avenue ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ADAPTIVE SPORTS PROGRAM OF NEW SANTA FE, NM | DONATION | $2,000 |
| ALS ASSOCIATION BOONE, IA | DONATION | $1,050 |
| AMERICAN NATIONAL RED CROSS BOONE, IA | DONATION | $6,000 |
| AOPA FOUNDATION FREDERICK, MD | DONATION | $3,000 |
| ARTESIA BRIDGE SOBER LIVING ARTESIA, NM | DONATION | $2,000 |
| ARTESIA 4-H ARTESIA, NM | DONATION | $1,000 |
| ARTESIA 911 MEMORIAL INC ARTESIA, NM | DONATION | $1,500 |
| ARTESIA ARTS COUNCIL INC ARTESIA, NM | DONATION | $5,000 |
| ARTESIA MEALS ON WHEELS INC ARTESIA, NM | DONATION | $3,000 |
| ARTESIA RECREATION CENTER FOUNDATIO ARTESIA, NM | DONATION | $25,000 |
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
Frequently Asked Questions
What does Frank W Yates Jr Family Foundation fund?
The foundation's grant-making focuses on: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services
How do I apply for a grant from Frank W Yates Jr Family Foundation?
**Grant Activity:** • Total giving: $289,550 (2024) • Number of grants: 55 (2023) • Median grant size: $3,000 • Grant range: $1,000–$75,000 • Giving rate: 4.9% of assets **Application Process:** The foundation accepts applications.
Where does Frank W Yates Jr Family Foundation make grants?
The foundation primarily funds organizations in: • New Mexico • Texas • Tennessee
What size grants does Frank W Yates Jr Family Foundation award?
In 2024, Frank W Yates Jr Family Foundation awarded 64 grants totaling $290K — an average of about $5K per grant, based on its IRS Form 990 filings.
How much is Frank W Yates Jr Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Frank W Yates Jr Family Foundation reported a distributable amount of $277K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in Frank W Yates Jr Family Foundation'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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