John a and Charlotte G Yates Legacy Foundation
JOHN A AND CHARLOTTE G YATES is a private foundation based in Artesia, New Mexico. Its 2024 filing lists grants to charitable organizations working in areas including health, education, literacy, support for women and children, and community development.
Key facts about John a and Charlotte G Yates Legacy Foundation
In short: John a and Charlotte G Yates Legacy Foundation gave $875K across 25 grants in 2024 (avg $35K), mostly in New Mexico. Source: 2024 IRS Form 990-PF.
- EIN
- 27-4827176
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $874,500
- Grants made (2024)
- 25
- Average grant
- $34,980
- Median grant
- $15,000
- Total assets
- $20,660,151
- Primary geography
- New Mexico (75% of itemized 2024 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation states that it 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. 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
$20.7M
+0.7% YoY
Annual Giving
$875K
+292.2% YoY
Grant Count
25
+108.3% YoY
Avg Grant Size
$35K
+88.2% YoY
Under IRS private-foundation payout rules, John a and Charlotte G Yates Legacy Foundation reported a distributable amount of $842K for 2024 — the minimum it must pay out in qualifying distributions.
How John a and Charlotte G Yates Legacy Foundation gives
- 39% of 2024 grantees were also funded in 2023. Method
- Giving grew 294% from 2021 to 2024. Method
- In 2024 it paid out 108% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (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 2024 grants included support for health care, education and scholarships, literacy, youth, and other charitable purposes. Examples include a $200,000 grant to Artesia General Hospital Foundation for “health advancement charitable purpose” and a $100,000 grant to Haven of Hope for a capital grant.
The supported organizations describe their own missions in varied terms. Artesia General Hospital Foundation says it works to improve wellness and quality of life in Artesia and surrounding communities by supporting the hospital. Haven of Hope says it provides housing, mentoring, financial planning, and community-resource access for single mothers and their children. Folds of Honor Foundation says it provides educational scholarships for qualifying families of military service members and first responders killed or disabled while serving. These are grantees’ stated missions, not a mission statement for the foundation.
Grantmaking
In 2024, the foundation awarded 25 grants totaling $874,500. Grant amounts ranged from $1,000 to $200,000, with a median of $15,000. Its largest grants included $200,000 to Artesia General Hospital Foundation; $100,000 each to Haven of Hope, Children’s Reading Alliance, and The Golden Apple Foundation; and $50,000 to Honor Health Foundation. Other grants included $40,000 to Lubbock Christian University, $35,000 to Literacy Coalition of the Permian, and $30,000 each to Folds of Honor Foundation and West Texas Counseling & Guidance.
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Geographic Focus
Where this funder awards grants
In 2024, New Mexico recipients received 75% of grant dollars, followed by Texas at 11%, Arizona at 6%, Oklahoma at 3%, and Florida at 2%.
Grant Distribution by State
Share of 2024 grant dollars across all 25 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2024, annual grant giving ranged from $141K (2019) to $875K (2024). In 2024 it made 25 grants totaling $875K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Artesia General Hospital Foundation ($200K). Together the top 10 received $710K.
Organizations only. It also paid 1 individual scholarship ($15,000), which are not listed by name.
Grant Size Distribution
65 grants across all recorded years
The most common grant size was under $50K: 54 grants of 65 (83%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Artesia General Hospital Foundation Artesia, NM | Health Advancement Charitable Purpose | $200,000 |
| Haven of Hope Artesia, NM | Capital Grant | $100,000 |
| Children's Reading Alliance Las Cruces, NM | Multi-Year General Grant | $100,000 |
| The Golden Apple Foundation Albuquerque, NM | Teacher preparation program grant for Eddy county & dona Ana county | $100,000 |
| Honor Health Foundation Scottsdale, AZ | Health Advancement Charitable Purpose | $50,000 |
| Lubbock Christian University Lubbock, TX | Live Like Marquise Memorial Scholarship | $40,000 |
| Literacy Coalition of the Permian Midland, TX | Program and overhead grant for 2024 - $25k to programs & $10k to overhead | $35,000 |
| Folds of Honor Foundation Owasso, OK | General Grant for Scholarships | $30,000 |
| West Texas Counseling & Guidance Artesia, NM | Project Support Grant | $30,000 |
| Boys & Girls Club of Las Cruces Las Cruces, NM | To Help the Youth | $25,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants | Grant count |
|---|---|---|---|---|---|
| 2024 | $20,660,151 | $1,240,496 | $1,092,368 | $874,500 | 25 |
| 2023 | $20,518,669 | $15,379,402 | $333,864 | $223,000 | 12 |
| 2022 | $5,475,304 | -$148,621 | $398,070 | $278,000 | 11 |
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $20,660,151 | $20,518,669 | $5,475,304 |
| Revenue | $1,240,496 | $15,379,402 | $-148,621 |
| Expenses | $1,092,368 | $333,864 | $398,070 |
| Qualifying Distributions | $913,001 | $246,075 | $290,408 |
| Net Investment Income | $1,080,882 | $689,371 | $35,844 |
| Distributable Amount | $842,310 | $904,609 | $271,301 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 22, 2020)
- IRS filings on file for fiscal years 2019–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Yvonne Palmer as president and CEO; Charlotte G. Yates, John D. Perini, and Jimmy Naylor as vice presidents; and Melinda Weast as secretary/treasurer.
John a and Charlotte G Yates Legacy Foundation is led by Yvonne Palmer, President & CEO on the 2024 filing; none of the 5 officers listed in 2024 report compensation.
Officers on the 2024 filing
Yvonne Palmer
President & CEO
New on the 2024 filing
No compensation reported
Charlotte G. Yates
Vice President
On filings since 2019
No compensation reported
Jimmy Naylor
Vice President
On filings since 2019
No compensation reported
John D. Perini
Vice President
On filings since 2019
No compensation reported
Melinda Weast
Secretary & Treasurer
On filings since 2019
No compensation reported
Former officers (2)
- Former: Michelle C. Garza (2022–2023) — President & CEO
- Former: John A. Yates (2019–2022) — President
Data from IRS Form 990 filings, 2019–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Mailing address: PO Box 100, Artesia, NM 88211-0100
Phone: (575) 520-9145
Frequently asked questions about John a and Charlotte G Yates Legacy Foundation
How much does John a and Charlotte G Yates Legacy Foundation give each year?
John a and Charlotte G Yates Legacy Foundation gave $875K across 25 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $223K across 12 grants.
What is John a and Charlotte G Yates Legacy Foundation's typical grant size?
John a and Charlotte G Yates Legacy Foundation's median grant in 2024 was $15,000, and its average grant was $34,980, across 25 grants on its 2024 IRS Form 990-PF.
Where does John a and Charlotte G Yates Legacy Foundation give grants?
John a and Charlotte G Yates Legacy 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 states were Texas (11%) and Arizona (6%). The most frequent recipient cities were Artesia, NM (9 grants), Las Cruces, NM (3 grants) and Albuquerque, NM (2 grants).
Does John a and Charlotte G Yates Legacy Foundation give general operating support?
Yes: 24% of John a and Charlotte G Yates Legacy Foundation's 2024 grants with a stated purpose (6 of 25) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are John a and Charlotte G Yates Legacy Foundation's largest grantees?
John a and Charlotte G Yates Legacy Foundation's largest 2024 grantees include Artesia General Hospital Foundation ($200,000), Haven of Hope ($100,000) and Children's Reading Alliance ($100,000), according to its 2024 IRS Form 990-PF. It also paid 1 individual scholarship ($15,000), which are not listed by name. Together they received 46% of its itemized 2024 grant dollars.
How large is John a and Charlotte G Yates Legacy Foundation?
John a and Charlotte G Yates Legacy Foundation reported $20.7M in total assets on its 2024 IRS Form 990-PF. It paid out $913K in qualifying distributions that year, against a required minimum of $842K (roughly 5% of its investment assets).
What does John a and Charlotte G Yates Legacy Foundation fund?
The foundation’s 2024 grants included support for health care, education and scholarships, literacy, youth, and other charitable purposes. See mission & focus areas ↑
How do I apply for a grant from John a and Charlotte G Yates Legacy Foundation?
The foundation states that it 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 John a and Charlotte G Yates Legacy Foundation's EIN?
John a and Charlotte G Yates Legacy Foundation's EIN (Employer Identification Number) is 27-4827176. IRS Form 990 filing data is available on this page for 2019–2024.
Does John a and Charlotte G Yates Legacy 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.
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