Ruth E Bates Charitable Trust
Ruth E Bates Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PENNINGTON, NJ. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $614K in total assets. In 2024, it awarded 3 grants totaling $28K. Net investment income was $39K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$614K
+0.5% YoY
Annual Giving
$28K
-10.6% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$9K
-10.6% YoY
Under IRS private-foundation payout rules, Ruth E Bates Charitable Trust reported a distributable amount of $37K for 2024 — the minimum it must pay out in qualifying distributions.
About Ruth E Bates Charitable Trust
Based on IRS filings
Ruth E Bates Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PENNINGTON, NJ. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $614K in total assets. In 2024, it awarded 3 grants totaling $28K. Net investment income was $39K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $613,611 | $610,452 | $592,600 |
| Revenue | $44,089 | $60,507 | $68,957 |
| Expenses | $40,842 | $44,047 | $40,843 |
| Qualifying Distributions | $35,061 | $38,144 | $33,778 |
| Net Investment Income | $38,921 | $54,884 | $63,032 |
| Distributable Amount | $36,791 | $34,877 | $38,994 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
12 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include American Cancer Society ($9,218), Alzheimers Disease Association ($9,218), Disabled American Veterans ($9,218).
| Recipient | Purpose | Amount |
|---|---|---|
| American Cancer Society Atlanta, GA | GENERAL OPERATING | $9,218 |
| Alzheimers Disease Association Chicago, IL | GENERAL OPERATING | $9,218 |
| Disabled American Veterans Trenton, NJ | GENERAL OPERATING | $9,218 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A | TRUSTEE | 1 | $12,344 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Ruth E Bates Charitable Trust?
Ruth E Bates Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PENNINGTON, NJ. It holds $614K in total assets as of 2024.
How large is Ruth E Bates Charitable Trust?
As of 2024, Ruth E Bates Charitable Trust holds $614K in total assets with $44K in annual revenue. It awarded 3 grants totaling $28K in 2024.
Where does Ruth E Bates Charitable Trust operate?
Ruth E Bates Charitable Trust has awarded grants in Georgia, Illinois, New Jersey.
What size grants does Ruth E Bates Charitable Trust award?
In 2024, Ruth E Bates Charitable Trust awarded 3 grants totaling $28K — an average of about $9K per grant, based on its IRS Form 990 filings.
How much is Ruth E Bates Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Ruth E Bates Charitable Trust reported a distributable amount of $37K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Ruth E Bates Charitable Trust's EIN?
Ruth E Bates Charitable Trust's EIN (Employer Identification Number) is 91-6549738. IRS Form 990 filing data is available on this page for 2021–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.