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.
Joan and Louis Bates Family Foundation at a glance
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.
- Annual giving (2024)
- $26,636
- -13.3% vs 2023
- Grants made (2024)
- 15
- +36.4% vs 2023
- Average grant
- $1,776
- -36.4% vs 2023
- Median grant
- $1,000
- Total assets
- $578,969
- +3.6% vs 2023
- New grantees (estimate)
- 13% first-time grantees (2 of 15, 2024; small sample)
- Primary geography
- Florida (38% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Joan and Louis Bates Family Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 5431 Dunedin Lane, Charlotte, NC 28270
Phone: (336) 420-0635
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Joan and Louis Bates Family Foundation funds
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%).
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
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.
Giving History
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.
Grants by year
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 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $578,969 | $57,968 | $33,993 | $26,636 | 15 | $26,640 | $50,626 | $31,868 |
| 2023 | $558,800 | $22,246 | $37,493 | $30,734 | 11 | $30,734 | $16,195 | $33,233 |
| 2022 | $573,623 | $44,031 | $42,892 | $35,064 | 21 | $35,064 | $38,063 | $34,724 |
| 2021 | $572,368 | $28,203 | $45,941 | $39,925 | 18 | $39,925 | $22,187 | $36,702 |
| 2020 | $590,356 | $-1,885 | $50,946 | $43,483 | 20 | — | $7,267 | $35,051 |
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.
Research compiled by Grantable AI from public sources. Last updated September 2026.
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.
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.
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.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Joan and Louis Bates Family Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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