Joan and Louis Bates Family Foundation
Joan and Louis Bates Family Foundation is a private foundation based in Charlotte, North Carolina. It supports charitable organizations through grants; in 2024, its listed recipients included organizations in North Carolina, Florida, New York, California, and Washington, DC.
Key facts about Joan and Louis Bates Family Foundation
In short: Joan and Louis Bates Family Foundation gave $27K across 15 grants in 2024 (avg $2K), top state Florida. 13% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- EIN
- 58-1745901
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $26,636
- Grants made (2024)
- 15
- Average grant
- $1,776
- Median grant
- $1,000
- New grantees (estimate)
- 13% first-time grantees (2 of 15, 2024; small sample)
- Total assets
- $578,969
- Primary geography
- Florida (38% of itemized 2024 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓
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
$579K
+3.6% YoY
Annual Giving
$27K
-13.3% YoY
Grant Count
15
+36.4% YoY
Avg Grant Size
$2K
-36.4% YoY
Under IRS private-foundation payout rules, Joan and Louis Bates Family Foundation reported a distributable amount of $32K for 2024 — the minimum it must pay out in qualifying distributions.
Is Joan and Louis Bates Family Foundation open to new grantees?
13%
first-time grantees, 2024
In 2024, 2 of 15 grantees (13%) were first-time recipients. With only 15 grantees, that is a small sample: one grantee more or less moves the share by about 7 points. First grants averaged $794; repeat grants $2K. How we count
Medians: $794 first-time, $1K repeat.
- 67% of 2024 grantees were also funded in 2023. Method
- Giving fell 33% from 2021 to 2024. Method
- In 2024 it paid out 84% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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
The foundation’s own filing does not state a mission. Its 2024 grants included organizations whose stated work spans several areas. The Anti-Defamation League describes its mission as fighting antisemitism and other forms of hate and securing justice and fair treatment for all. Birthright Israel Foundation says it raises funds to support educational trips to Israel for young Jewish adults.
Grantmaking
In 2024, the foundation gave $26,636 through 15 grants. Grant amounts ranged from $500 to $5,768, with a median grant of $1,000. All listed 2024 grant purposes were “Program Support.”
The largest grants included $5,768 to Chabad of Greensboro in Greensboro, North Carolina; $5,150 to Jewish Fed of S Palm Beach Cty in Delray Beach, Florida; and $5,000 to Boca Raton Reg Hospital Found in Boca Raton, Florida. Other listed grants included $1,087 to the Anti-Defamation League, $1,031 to Birthright Israel Foundation, and $1,029 to the US Holocaust Memorial Museum.
How to Apply
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
Ready to take the next step with Joan and Louis Bates Family Foundation?
Geographic Focus
Where this funder awards grants
In 2024, recipients in Florida received 38% of grant dollars and recipients in North Carolina received 35%. New York accounted for 12%, California 8%, and Washington, DC 4%.
Grant Distribution by State
Share of 2024 grant dollars across all 15 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 $27K (2024) to $43K (2020). In 2024 it made 15 grants totaling $27K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Chabad of Greensboro ($6K). Together the top 10 received $23K.
Grant Size Distribution
85 grants across all recorded years
The most common grant size was under $50K: 85 grants of 85 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Chabad of Greensboro Greensboro, NC | Program Support | $5,768 |
| Jewish Fed of S Palm Beach Cty Delray Beach, FL | Program Support | $5,150 |
| Boca Raton Reg Hospital Found Boca Raton, FL | Program Support | $5,000 |
| Anti-Defamation League New York, NY | Program Support | $1,087 |
| Birthright Israel Foundation New York, NY | Program Support | $1,031 |
| US Holocaust Memorial Museum Washington, DC | Program Support | $1,029 |
| NC Hillel Chapel Hill, NC | Program Support | $1,023 |
| Alzheimers Association - Western Carolina Chicago, IL | Program Support | $1,000 |
| American Friends of Magen David Adom Los Angeles, CA | Program Support | $1,000 |
| StandWithUs Los Angeles, CA | Program Support | $1,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants | Grant count |
|---|---|---|---|---|---|
| 2024 | $578,969 | $57,968 | $33,993 | $26,636 | 15 |
| 2023 | $558,800 | $22,246 | $37,493 | $30,734 | 11 |
| 2022 | $573,623 | $44,031 | $42,892 | $35,064 | 21 |
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $578,969 | $558,800 | $573,623 |
| Revenue | $57,968 | $22,246 | $44,031 |
| Expenses | $33,993 | $37,493 | $42,892 |
| Qualifying Distributions | $26,640 | $30,734 | $35,064 |
| Net Investment Income | $50,626 | $16,195 | $38,063 |
| Distributable Amount | $31,868 | $33,233 | $34,724 |
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 Joan W Bates as President/Treasurer and Laurence A Bates as Vice-President/Secretary.
Joan and Louis Bates Family Foundation is led by Joan W Bates, President & Treasurer on every filing since 2020; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Joan W Bates
President & Treasurer
On filings since 2020
No compensation reported
Laurence A Bates
Vice President & Secretary
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
Mailing address: 5431 Dunedin Lane, Charlotte, NC 28270
Phone: (336) 420-0635
Frequently asked questions about Joan and Louis Bates Family Foundation
How much does Joan and Louis Bates Family Foundation give each year?
Joan and Louis Bates Family Foundation gave $27K across 15 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $31K across 11 grants.
What is Joan and Louis Bates Family Foundation's typical grant size?
Joan and Louis Bates Family Foundation's median grant in 2024 was $1,000, and its average grant was $1,776, across 15 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Joan and Louis Bates Family Foundation that year got $794 on average.
Where does Joan and Louis Bates Family Foundation give grants?
Joan and Louis Bates Family Foundation's top state is Florida, with 38% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were North Carolina (35%) and New York (12%). The most frequent recipient cities were Greensboro, NC (4 grants), New York, NY (3 grants) and Los Angeles, CA (2 grants).
Does Joan and Louis Bates Family Foundation give general operating support?
Not in 2024: none of the 15 grants with a stated purpose on Joan and Louis Bates Family Foundation's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Program Support" (15 grants).
Who are Joan and Louis Bates Family Foundation's largest grantees?
Joan and Louis Bates Family Foundation's largest 2024 grantees include Chabad of Greensboro ($5,768), Jewish Fed of S Palm Beach Cty ($5,150) and Boca Raton Reg Hospital Found ($5,000), according to its 2024 IRS Form 990-PF. Together they received 60% of its itemized 2024 grant dollars.
How large is Joan and Louis Bates Family Foundation?
Joan and Louis Bates Family Foundation reported $579K in total assets on its 2024 IRS Form 990-PF. It paid out $27K in qualifying distributions that year, against a required minimum of $32K (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.
What does Joan and Louis Bates Family Foundation fund?
The foundation’s own filing does not state a mission. Its 2024 grants included organizations whose stated work spans several areas. The Anti-Defamation League describes its mission as fighting antisemitism and other forms of hate and securing justice and fair treatment for all. See mission & focus areas ↑
How do I apply for a grant from Joan and Louis Bates Family Foundation?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Joan and Louis Bates Family Foundation's EIN?
Joan and Louis Bates Family Foundation's EIN (Employer Identification Number) is 58-1745901. IRS Form 990 filing data is available on this page for 2020–2024.
Does Joan and Louis Bates Family Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Here's the math on researching Joan and Louis Bates Family Foundation by hand.
Explore Open Grants
Browse active grant opportunities in Joan and Louis Bates Family Foundation's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in North Carolina
Communities Foundation of Texas Inc
Dallas, TX
Communities Foundation of Texas funds a broad range of community needs, including health, education, housing, and community development, primarily in North Texas and across Texas. Its 2025 grants had a median of about $18,800, though amounts varied widely; nearly all opportunities are by invitation, with some specific programs open for applications.
Assets
$1.2B
Grants
2,209
Total Given
$209.2M
The Ravitz Foundation
Farmington Hills, MI
The Ravitz Foundation supports charitable organizations, with recent grants for food assistance, campus communities, Israel-related experiences, and other community programs. In 2024, grants ranged from $250 to $247,500, with a median of $16,000; most funding went to Michigan and New York organizations. It does not accept unsolicited requests and funds only preselected organizations.
Assets
$41.0M
Grants
66
Total Given
$2.1M
The Community Foundation for Greater Atlanta Inc
Atlanta, GA
The Community Foundation for Greater Atlanta funds nonprofits across areas including health, education, human services, arts, housing, and civic engagement, with an emphasis on equity and shared prosperity. Its itemized 2024 grants had a median of $21,000, and over 64% of its 2024 grant support stayed in the 23-county metro Atlanta region, though it also funds organizations nationally and internationally. Nonprofits can apply through the foundation’s Grants Portal for competitive opportunities; it also makes donor-advised grants, but the profile does not state whether it accepts unsolicited requests.
Assets
$1.5B
Grants
1,414
Total Given
$152.3M
State Employees Credit Union Foundation
Raleigh, NC
The foundation funds capital projects, regional or statewide programs, and organizational capacity building that strengthen North Carolina communities; it favors projects with broad or replicable impact and does not fund operating budgets or shortfalls. Its 2025 grants ranged from $1,250 to $1 million, with a median of $2,500. Applications are accepted at any time and typically reviewed semiannually.
Assets
$61.0M
Grants
1,806
Total Given
$17.4M
Foundation for the Carolinas
Charlotte, NC
Foundation For The Carolinas funds education and youth development, environmental and wildlife work, health and human services, and animal welfare, with a reported median grant of $25,000 in 2024. Its competitive programs focus on Charlotte-Mecklenburg, the Carolinas, and specific local communities, while donor-advised funds may support eligible nonprofits more broadly; it accepts applications for some competitive grants, but most grants are recommended by fund advisors and have no application process.
Assets
$3.9B
Grants
1,605
Total Given
$609.1M
Dogwood Health Trust
Asheville, NC
Dogwood Health Trust funds work in housing, education, economic opportunity, and health and wellness that improves wellbeing in Western North Carolina, including its 18 counties and the Qualla Boundary. Its 2024 grants ranged from $2,000 to $21 million, with a median of $37,500; application requirements vary by funding opportunity.
Assets
$2.0B
Grants
835
Total Given
$148.2M
The Winston-Salem Foundation
Winston-Salem, NC
The Winston-Salem Foundation funds charitable organizations serving Forsyth County, North Carolina, across areas including education, housing, economic opportunity, civic engagement, arts, health, and human services. Its 2024 median grant was $25,000; specific programs offer grants ranging from small grants of up to $2,000 to capital grants of up to $100,000. The profile describes application-based programs but does not state whether unsolicited requests are accepted.
Assets
$630.1M
Grants
823
Total Given
$90.4M
The Community Foundation of Western North Carolina Inc
Asheville, NC
The Community Foundation of Western North Carolina funds nonprofits and public agencies serving 18 Western North Carolina counties, including the Qualla Boundary, in areas such as cultural resources, education, human services, and natural resources. Its 2025 grants had a median of $25,000, though award sizes varied widely; some local opportunities cap grants at $5,000 or $7,500. It provides an online application system, but the profile does not state whether unsolicited requests are accepted.
Assets
$481.0M
Grants
793
Total Given
$59.4M
North Carolina Community Foundation Inc
Raleigh, NC
The North Carolina Community Foundation supports charitable organizations and community programs in areas such as human services, education, youth development, health, food and nutrition, and the arts. Its typical grant was $15,000 in 2025; it serves communities statewide, with an emphasis on rural North Carolina, and accepts applications through specific affiliate, giving-circle, and other grant programs.
Assets
$569.1M
Grants
732
Total Given
$30.6M
Triangle Community Foundation Inc
Durham, NC
The foundation supports nonprofits in cultural arts, education and youth, nonprofit capacity building, and sustainable communities, with grants also benefiting fields such as health, conservation, and human services. Its 2025 grants had a median of $20,000 and ranged from about $5,000 to $1.39 million; it primarily serves Durham, Orange, Wake, and Chatham Counties in North Carolina. It accepts applications for competitive discretionary programs during open grant cycles; donor-advised fund grants are also made.
Assets
$335.8M
Grants
599
Total Given
$26.7M
The Leon Levine Foundation
Charlotte, NC
The Leon Levine Foundation funds healthcare, human services, education, and Jewish community work, primarily benefiting people in North and South Carolina. Its 2025 grants ranged from $10,000 to $2.1 million, with a median of $60,000. It accepts unsolicited requests through an eligibility quiz and portal, starting with a letter of inquiry.
Assets
$1.9B
Grants
522
Total Given
$57.9M
NCHSAA Foundation Inc
Chapel Hill, NC
The NCHSAA Foundation supports NCHSAA member schools, mainly in North Carolina, with programs and resources for student-athletes’ wellness, safety, life skills, equipment, and scholarships. In 2025, grants ranged from $750 to $5,000, with a median of $1,845. It funds only preselected charitable organizations and does not accept unsolicited requests.
Assets
$25.9M
Grants
498
Total Given
$967K
More Funders in North Carolina
Joan and Louis Bates Family Foundation down — hundreds of funders to go?