The Bates Foundation

Private foundation · Grantmaker Fruit Heights, UT EIN: 26-3952081

The Bates Foundation is a private foundation, based in Fruit Heights, UT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $8K in total assets. In 2024, it awarded 3 grants totaling $109K. Net investment income was $2.

Key facts about The Bates Foundation

In short: The Bates Foundation gave $109K across 3 grants in 2024 (avg $36K), mostly in Utah. Source: 2024 IRS Form 990-PF.

EIN
26-3952081
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$109,274
Grants made (2024)
3
Average grant
$36,425
Median grant
$5,000
Total assets
$8,460
Primary geography
Utah (95% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$8K

+233.2% YoY

Annual Giving

$109K

+27.1% YoY

Grant Count

3

+200.0% YoY

Avg Grant Size

$36K

-57.6% YoY

Under IRS private-foundation payout rules, The Bates Foundation reported a distributable amount of $251 for 2024 — the minimum it must pay out in qualifying distributions.

How The Bates Foundation gives

  • Giving grew 7185% from 2021 to 2024. Method
  • In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of 2024 grant dollars across all 3 itemized grants.

Cities

Salt Lake CityKaysvilleMilwaukeeSan Juan Capistrano

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K3 grants2020 1 grant2021 0 grants2022 1 grant2023 3 grants2024

From 2020 to 2024, annual grant giving ranged from $1K (2020) to $109K (2024). In 2024 it made 3 grants totaling $109K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

The Church of Jesus Christ of Latter-Day Saints: $104KThe Church of Jesus Christ ofLatter-Day Saints$104KVictor Patenaude: $5KVictor Patenaude$5KSan Juan Hills High School: $100San Juan Hills High School$100

The largest 2024 recipient was The Church of Jesus Christ of Latter-Day Saints ($104K). Together the top 3 received $109K.

Grant Size Distribution

8 grants across all recorded years

6<$50K1$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 6 grants of 8 (75%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
The Church of Jesus Christ of Latter-Day Saints Salt Lake City, UTReligious Donationgeneral Donation$104,174
Victor Patenaude Help Needy Individual with Knee Replacement Surgery$5,000
San Juan Hills High School San Juan Capistrano, CAAthletic Donation$100

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K2020 2021 2022 2023 2024
Metric202420232022
Total Assets$8,460$2,539$3,048
Revenue$115,683$86,008—
Expenses$109,762$86,517$460
Qualifying Distributions$109,762$86,517—
Net Investment Income$2$8—
Distributable Amount$251$138$161

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

The Bates Foundation's 2024 filing lists 3 officers; none of the 3 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • David W. Bates

    Trustee

    On filings since 2020

    1 hr/week

    No compensation reported

  • Madison Bates

    Trustee

    On filings since 2020

    1 hr/week

    No compensation reported

  • Whitney Bates

    Trustee

    On filings since 2020

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about The Bates Foundation

How much does The Bates Foundation give each year?

The Bates Foundation gave $109K across 3 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $86K across 1 grant.

What is The Bates Foundation's typical grant size?

The Bates Foundation's median grant in 2024 was $5,000, and its average grant was $36,425, across 3 grants on its 2024 IRS Form 990-PF.

Where does The Bates Foundation give grants?

The Bates Foundation gives mostly in Utah: 95% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there.

Does The Bates Foundation give general operating support?

Not in 2024: none of the 3 grants with a stated purpose on The Bates Foundation's 2024 IRS Form 990-PF were described as general or operating support.

How large is The Bates Foundation?

The Bates Foundation reported $8K in total assets on its 2024 IRS Form 990-PF. It paid out $110K in qualifying distributions that year, against a required minimum of $251 (roughly 5% of its investment assets).

What is The Bates Foundation's EIN?

The Bates Foundation's EIN (Employer Identification Number) is 26-3952081. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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