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.
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
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
Among its reported 2024 grants, the largest 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 |
| BILLY GRAHAM EVANGELISTIC CHARLOTTE, NC | RELIGIOUS CHARITABLE PURPOSE | $10,000 |
| BOYS & GIRLS CLUB OF LAS CRUCES LAS CRUCES, NM | TO HELP THE YOUTH | $25,000 |
| GRAMMY'S HOUSE ARTESIA DOMESTIC ARTESIA, NM | TO HELP FUNDING OF DOMESTIC VIOLENCE SHELTER | $2,000 |
| HONOR HEALTH FOUNDATION SCOTTSDALE, AZ | HEALTH ADVANCEMENT CHARITABLE PURPOSE | $50,000 |
| K9S FOR WARRIORS PONTE VEDRA, FL | TO HELP END VETERAN SUICIDE | $10,000 |
| LUBBOCK CHRISTIAN UNIVERSITY LUBBOCK, TX | LIVE LIKE MARQUISE MEMORIAL SCHOLARSHIP | $40,000 |
| PAWS & CLAWS HUMANE SOCIETY ARTESIA, NM | TO HELP HOMELESS ANIMALS | $10,000 |
| BIG BROTHERS BIG SISTERS MOUNTAIN LAS CRUCES, NM | TO HELP THE YOUTH | $5,000 |
| LITERACY COALITION OF THE PERMIAN MIDLAND, TX | PROGRAM AND OVERHEAD GRANT FOR 2024 - $25K TO PROGRAMS & $10K TO OVERHEAD | $35,000 |
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.
Explore Open Grants
Browse active grant opportunities in John a and Charlotte G Yates's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Texas Instruments Foundation
DALLAS, TX
Assets
$73.0M
Grants
4,484
Total Given
$22.6M
Gs Donor Advised Philanthropy Fund
NEW YORK, NY
Assets
$12.7B
Grants
7,424
Total Given
$3.0B
The Blackbaud Giving Fund
CHARLESTON SC, SC
Assets
$52.7M
Grants
1,860
Total Given
$41.4M
Morgan Stanley Global Impact Funding Trust Inc
INDIANAPOLIS, IN
Assets
$9.1B
Grants
19,253
Total Given
$1.2B
Network for Good
WASHINGTON, DC
Assets
$96.2M
Grants
4,733
Total Given
$216.2M
Vanguard Charitable Endowment Program
SOUTHEASTERN, PA
Assets
$22.2B
Grants
24,269
Total Given
$3.0B
Shell Usa Company Foundation
HOUSTON, TX
Assets
$52.3M
Grants
4,650
Total Given
$16.0M
Raymond James Charitable Endowment Fund
ST PETERSBURG, FL
Assets
$1.9B
Grants
6,906
Total Given
$288.7M
Textron Charitable Trust Dtd 122353
PROVIDENCE, RI
Assets
$9.5M
Grants
1,199
Total Given
$4.2M
Enterprise Holdings Foundation
SAINT LOUIS, MO
Assets
—
Grants
9,499
Total Given
$73.1M
Natl Christian Charitable Fdn Inc
ALPHARETTA, GA
Assets
$6.1B
Grants
16,327
Total Given
$2.6B
Verizon Foundation
BASKING RIDGE, NJ
Assets
$23.8M
Grants
5,464
Total Given
$7.0M
More Funders in New Mexico
Data last updated April 2026. Sourced from IRS Form 990-PF filings.