John a and Charlotte G Yates
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.
Key facts about John a and Charlotte G Yates
- 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)
Data from IRS Form 990-PF, 2024; updated April 2026.
Who John a and Charlotte G Yates funds
By grant dollars, the top recipient states for John a and Charlotte G Yates's 25 itemized 2024 grants were New Mexico (75%), Texas (11%) and Arizona (6%). The most frequent recipient cities were Artesia, NM (10 grants), Las Cruces, NM (3 grants) and Albuquerque, NM (2 grants). 24% of grants with a stated purpose were for general or operating support.
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 reported a distributable amount of $842K for 2024 — the minimum it must pay out in qualifying distributions.
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
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 25 itemized 2024 grant dollars.
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
Among its reported 2024 grants, the largest recipients include Artesia General Hospital Foundation ($200,000), Haven of Hope ($100,000), Children's Reading Alliance ($100,000).
| 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 |
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
Frequently Asked Questions
What is John a and Charlotte G Yates?
John a and Charlotte G Yates is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ARTESIA, NM. It holds $20.7M in total assets as of 2024.
How large is John a and Charlotte G Yates?
As of 2024, John a and Charlotte G Yates holds $20.7M in total assets with $1.2M in annual revenue. It awarded 25 grants totaling $875K in 2024.
Where does John a and Charlotte G Yates operate?
John a and Charlotte G Yates has awarded grants in Arizona, California, District of Columbia, Florida, North Carolina, New Mexico, New York, Oklahoma, Texas.
What size grants does John a and Charlotte G Yates award?
In 2024, John a and Charlotte G Yates awarded 25 grants totaling $875K — an average of about $35K per grant, based on its IRS Form 990 filings.
How much is John a and Charlotte G Yates required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, John a and Charlotte G Yates reported a distributable amount of $842K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is John a and Charlotte G Yates's EIN?
John a and Charlotte G Yates's EIN (Employer Identification Number) is 27-4827176. IRS Form 990 filing data is available on this page for 2019–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.