Ruth E Bates Charitable Trust
Ruth E Bates Charitable Trust is a private foundation, based in Pennington, NJ. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $666K in total assets. In 2025, it awarded 3 grants totaling $29K. Net investment income was $88K.
Ruth E Bates Charitable Trust at a glance
In short: Ruth E Bates Charitable Trust gave $29K across 3 grants in 2025 (avg $10K), top state Georgia. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $29,385
- +6.3% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $9,795
- +6.3% vs 2024
- Median grant
- $9,795
- Total assets
- $666,071
- +8.5% vs 2024
- Primary geography
- Georgia (33% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Ruth E Bates Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was American Cancer Society ($10K). Together the top 3 received $29K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 15 grants of 15 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How Ruth E Bates Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (+14%). Method
- In 2025 it paid out 88% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $24K (2021) to $31K (2023). In 2025 it made 3 grants totaling $29K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| American Cancer Society Atlanta, GA | Unrestricted General | $9,795 |
| Alzheimers Disease Association Chicago, IL | Unrestricted General | $9,795 |
| Disabled American Veterans Trenton, NJ | Unrestricted General | $9,795 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $666,071 | $97,601 | $44,722 | $29,385 | 3 | $35,303 | $88,304 | $39,998 |
| 2024 | $613,611 | $44,089 | $40,842 | $27,654 | 3 | $35,061 | $38,921 | $36,791 |
| 2023 | $610,452 | $60,507 | $44,047 | $30,936 | 3 | $38,144 | $54,884 | $34,877 |
| 2022 | $592,600 | $68,957 | $40,843 | $25,707 | 3 | $33,778 | $63,032 | $38,994 |
| 2021 | $565,023 | $85,385 | $36,655 | $23,913 | 3 | — | $80,744 | $32,305 |
Under IRS private-foundation payout rules, Ruth E Bates Charitable Trust reported a distributable amount of $40K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Ruth E Bates Charitable Trust's only listed officer is Bank Of America N A, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Bank Of America N A
Trustee
On filings since 2021
1 hr/week
$11K (2021) → $15K (2025)
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $15K, to Bank of America N a (Trustee).
Frequently asked questions about Ruth E Bates Charitable Trust
How much does Ruth E Bates Charitable Trust give each year?
Ruth E Bates Charitable Trust gave $29K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $28K across 3 grants.
What is Ruth E Bates Charitable Trust's typical grant size?
Ruth E Bates Charitable Trust's median grant in 2025 was $9,795, and its average grant was $9,795, across 3 grants on its 2025 IRS Form 990-PF.
Where does Ruth E Bates Charitable Trust give grants?
Ruth E Bates Charitable Trust's top state is Georgia, with 33% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Illinois (33%) and New Jersey (33%).
Does Ruth E Bates Charitable Trust give general operating support?
Yes: 100% of Ruth E Bates Charitable Trust's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Ruth E Bates Charitable Trust?
Ruth E Bates Charitable Trust reported $666K in total assets on its 2025 IRS Form 990-PF. It paid out $35K in qualifying distributions that year, against a required minimum of $40K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
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 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS August 11, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS August 11, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS February 8, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS December 2, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 11, 2026)
- IRS filings on file for fiscal years 2021–2025
Explore Open Grants
Browse active grant opportunities in Ruth E Bates Charitable Trust's focus areas in our free grants database
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