John a and Charlotte G Yates is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ARTESIA, NM. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $20.7M in total assets. In 2024, it awarded 25 grants totaling $875K. Net investment income was $1.1M.
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
About John a and Charlotte G Yates
Based on IRS filings
John a and Charlotte G Yates is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ARTESIA, NM. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $20.7M in total assets. In 2024, it awarded 25 grants totaling $875K. Net investment income was $1.1M.
Focus Areas
Ready to take the next step with John a and Charlotte G Yates?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| 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 |
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
65 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| CHARLOTTE G YATES | VICE PRESIDENT | — | — |
| JOHN D PERINI | VICE PRESIDENT | — | — |
| JIMMY NAYLOR | VICE PRESIDENT | — | — |
| MELINDA WEAST | SECRETARY/TREASURER | — | — |
| YVONNE PALMER | PRESIDENT, CEO | — | — |
Subject Areas
Focus areas based on grantmaking activity
Related Funders
Similar funders by location and focus area
Albuquerque Hispano Chamber of Commerce Foundation
ALBUQUERQUE, NM
Assets
$557K
Grants
1
Total Given
$299K
Quivira Coalition Inc
SANTA FE, NM
Assets
$3.4M
Grants
3
Total Given
$30K
Randall Taishoff Charitable
SANTA FE, NM
Assets
—
Grants
26
Total Given
$69K
Future Focused Education
ALBUQUERQUE, NM
Assets
$4.4M
Grants
3
Total Given
$255K
Las Cruces Lodge No 2081 Loyal Order of Moose
LAS CRUCES, NM
Assets
$646K
Grants
1
Total Given
$7K
Healthcare Trusted Voice Inc
SANTA FE, NM
Assets
—
Grants
0
Total Given
—
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with John a and Charlotte G Yates on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities