Joan and Louis Bates Family Foundation
Joan and Louis Bates Family Foundation is a private foundation, based in CHARLOTTE, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $579K in total assets. In 2024, it awarded 15 grants totaling $27K. Net investment income was $51K.
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.
About Joan and Louis Bates Family Foundation
Based on IRS filings
Joan and Louis Bates Family Foundation is a private foundation, based in CHARLOTTE, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $579K in total assets. In 2024, it awarded 15 grants totaling $27K. Net investment income was $51K.
Ready to take the next step with Joan and Louis Bates Family Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| 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 |
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
85 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Chabad of Greensboro ($5,768), Jewish Fed of S Palm Beach Cty ($5,150), Boca Raton Reg Hospital Found ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Alzheimers Association - Western Carolina Chicago, IL | Program Support | $1,000 |
| American Friends of Magen David Adom Los Angeles, CA | Program Support | $1,000 |
| Beth David Synagogue Greensboro, NC | Program Support | $681 |
| Boca Raton Reg Hospital Found Boca Raton, FL | Program Support | $5,000 |
| Chabad of Greensboro Greensboro, NC | Program Support | $5,768 |
| Jewish Fed of S Palm Beach Cty Delray Beach, FL | Program Support | $5,150 |
| NC Hillel Chapel Hill, NC | Program Support | $1,023 |
| StandWithUs Los Angeles, CA | Program Support | $1,000 |
| Temple Emanuel Greensboro, NC | Program Support | $670 |
| Temple Israel Charlotte, NC | Program Support | $697 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Laurence A Bates | Vice-President/Secretary | — | — |
| Joan W Bates | President/Treasurer | — | — |
Frequently Asked Questions
How large is Joan and Louis Bates Family Foundation?
As of 2024, Joan and Louis Bates Family Foundation holds $579K in total assets with $58K in annual revenue. It awarded 15 grants totaling $27K in 2024.
Where does Joan and Louis Bates Family Foundation operate?
Joan and Louis Bates Family Foundation has awarded grants in California, District of Columbia, Florida, Georgia, Illinois, North Carolina, New York, Tennessee, Texas, Vermont.
What size grants does Joan and Louis Bates Family Foundation award?
In 2024, Joan and Louis Bates Family Foundation awarded 15 grants totaling $27K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is Joan and Louis Bates Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Joan and Louis Bates Family Foundation reported a distributable amount of $32K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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