The Bates Foundation
The Bates Foundation is a private foundation, based in Bloomfield Hills, MI. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $11K in total assets. In 2025, it awarded 4 grants totaling $4K. Net investment income was $2K.
The Bates Foundation at a glance
In short: The Bates Foundation gave $4K across 4 grants in 2025 (avg $1K), top state North Carolina. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $4,000
- -20.0% vs 2024
- Grants made (2025)
- 4
- +300.0% vs 2024
- Average grant
- $1,000
- -80.0% vs 2024
- Median grant
- $1,000
- Total assets
- $11,498
- -24.6% vs 2024
- Primary geography
- North Carolina (38% 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 The Bates Foundation funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Samaritans Purse ($2K). Together the top 4 received $4K.
Grant Size Distribution
33 grants across all recorded years
The most common grant size was under $50K: 33 grants of 33 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
States
Cities
How The Bates Foundation gives
- Giving fell 53% from 2022 to 2025. Method
- In 2025 it paid out 230% of its IRS minimum distribution (the 5% rule). 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 2019 to 2025, annual grant giving ranged from $4K (2025) to $11K (2021). In 2025 it made 4 grants totaling $4K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Samaritans Purse Boone, NC | General Charitable | $1,500 |
| Salvation Army Alexandria, VA | General Charitable | $1,000 |
| Tunnel to Towers Staten Islan, NY | General Charitable | $1,000 |
| American Red Cross Washington, DC | Medical | $500 |
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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 | $11,498 | $1,705 | $5,456 | $4,000 | 4 | $4,000 | $2,381 | $1,736 |
| 2024 | $15,247 | $6,910 | $6,652 | $5,000 | 1 | $5,000 | $186 | $1,811 |
| 2023 | $14,989 | $8,915 | $11,271 | $9,000 | 15 | $9,000 | $377 | $2,002 |
| 2022 | $17,345 | $537 | $8,706 | $8,500 | 8 | $8,500 | $537 | $2,460 |
| 2021 | $25,514 | $14,958 | $13,256 | $11,000 | 5 | $11,000 | $748 | $2,665 |
| 2020 | $23,812 | $13,248 | $10,442 | $10,150 | 3 | — | $307 | $1,510 |
| 2019 | $21,007 | $1,722 | $7,705 | $6,257 | 5 | — | $137 | $1,734 |
Under IRS private-foundation payout rules, The Bates Foundation reported a distributable amount of $2K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Bates Foundation is led by Martha J. Bates, President & Treasurer on every filing since 2019; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Martha J. Bates
President & Treasurer
On filings since 2019
1 hr/week
No compensation reported
William E. Lannen
Vice President
On filings since 2019
No compensation reported
Rachel Lannen Zack
Secretary
On filings since 2024
No compensation reported
Former officers (1)
- Former: Rachel Lannen (2019–2023) — Secretary
Data from IRS Form 990 filings, 2019–2025. "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 $4K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $5K across 1 grant.
What is The Bates Foundation's typical grant size?
The Bates Foundation's median grant in 2025 was $1,000, and its average grant was $1,000, across 4 grants on its 2025 IRS Form 990-PF.
Where does The Bates Foundation give grants?
The Bates Foundation's top state is North Carolina, with 38% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Virginia (25%) and New York (25%).
Does The Bates Foundation give general operating support?
Yes: 75% of The Bates Foundation's 2025 grants with a stated purpose (3 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is The Bates Foundation?
The Bates Foundation reported $11K in total assets on its 2025 IRS Form 990-PF. It paid out $4K in qualifying distributions that year, against a required minimum of $2K (roughly 5% of its investment assets).
What is The Bates Foundation's EIN?
The Bates Foundation's EIN (Employer Identification Number) is 38-3278032. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 15, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 18, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 14, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 13, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 15, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
- IRS filings on file for fiscal years 2019–2024
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