SP & Estelle Yates Family Foundation
SP & Estelle Yates Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ARTESIA, NM. IRS filing data is available from 2020 through 2022. In 2022, it awarded 16 grants totaling $5.1M. Net investment income was $99K.
Financial Overview
From 2022 IRS Form 990-PF · View filing
Total Assets
—
-100.0% YoY
Annual Giving
$5.1M
+419.4% YoY
Grant Count
16
+6.7% YoY
Avg Grant Size
$322K
+387.0% YoY
Under IRS private-foundation payout rules, SP & Estelle Yates Family Foundation reported a distributable amount of $184K for 2022 — the minimum it must pay out in qualifying distributions.
About SP & Estelle Yates Family Foundation
Based on IRS filings
SP & Estelle Yates Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ARTESIA, NM. IRS filing data is available from 2020 through 2022. In 2022, it awarded 16 grants totaling $5.1M. Net investment income was $99K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2022 | 2021 | 2020 |
|---|---|---|---|
| Total Assets | — | $5,153,222 | $5,929,381 |
| Revenue | $120,621 | $305,470 | $229,725 |
| Expenses | $5,271,823 | $1,083,649 | $1,157,002 |
| Qualifying Distributions | $5,245,678 | $1,057,865 | — |
| Net Investment Income | $99,470 | $281,570 | $202,955 |
| Distributable Amount | $183,813 | $321,116 | $352,304 |
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 2022
Grant Size Distribution
46 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2022 grants, the largest include Lakeview Christian Home of the Southwest Inc ($2,200,000), Artesia Public Schools ($1,897,781), Haven of Hope Inc ($259,434).
| Recipient | Purpose | Amount |
|---|---|---|
| The Community of Poor Clares of New Mexico Inc Roswell, NM | General operating support | $1,000 |
| Assurance Home Inc Roswell, NM | General operating support | $1,500 |
| St Vincent de Paul Artesia, NM | Food pantry | $1,500 |
| The Food Depot Santa Fe, NM | General operating support | $2,500 |
| Sexual Assault Services of NM Farmington, NM | Salary for SANE coordinator | $2,500 |
| City of Champions Inc Artesia, NM | General operating support | $3,500 |
| Witness Inc Claymont, DE | General operating support | $5,000 |
| Carlsbad LifeHouse Inc Carlsbad, NM | Artesia sober living | $52,000 |
| Little Castle Learning & Development Center Artesia, NM | General operating support | $84,328 |
| Grammy's House Artesia, NM | General operating support | $128,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2022 IRS filing
From 2022 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Mary Beth Yates | President | 1 | — |
| Jennifer Peterson | President Elect | 1 | — |
| Peyton Yates | Vice President | 1 | — |
| Pam Horner | Treasurer | 1 | — |
| Suzanne Hammer | Secretary | 1 | $45,700 |
| Kenneth Clayton | Director | 1 | — |
| Danny Parker | Director | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is SP & Estelle Yates Family Foundation?
SP & Estelle Yates Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ARTESIA, NM. It holds — in total assets as of 2022.
Where does SP & Estelle Yates Family Foundation operate?
SP & Estelle Yates Family Foundation has awarded grants in Arkansas, California, Colorado, Delaware, New Mexico, Pennsylvania, Texas.
What size grants does SP & Estelle Yates Family Foundation award?
In 2022, SP & Estelle Yates Family Foundation awarded 16 grants totaling $5.1M — an average of about $322K per grant, based on its IRS Form 990 filings.
How much is SP & Estelle Yates Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2022, SP & Estelle Yates Family Foundation reported a distributable amount of $184K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is SP & Estelle Yates Family Foundation's EIN?
SP & Estelle Yates Family Foundation's EIN (Employer Identification Number) is 85-0434556. IRS Form 990 filing data is available on this page for 2020–2022.
Explore Open Grants
Browse active grant opportunities in SP & Estelle Yates Family Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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