The Harold H Bate Foundation Inc
The Harold H Bate Foundation Inc is a private foundation based in New Bern, North Carolina. It provides financial support for communities in Craven, Pamlico, and Jones Counties and for East Carolina University, with stated aims that include enhancing education, youth, recreation, and quality of life.
Key facts about The Harold H Bate Foundation Inc
In short: The Harold H Bate Foundation Inc gave $1.9M across 114 grants in 2024 (avg $17K), mostly in North Carolina. 26% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- EIN
- 56-2121302
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $1,909,052
- Grants made (2024)
- 114
- Average grant
- $16,746
- Median grant
- $10,000
- New grantees (estimate)
- 26% first-time grantees (26 of 100, 2024)
- Total assets
- $25,561,959
- Primary geography
- North Carolina (100% of itemized 2024 grant dollars)
- How to apply
- The filing lists a four-page grant application, an executive summary, a copy of the applicant’s IRS tax-exemption letter, recent financial statements and reports, a recent Form 990, a budget covering the period that… Full details ↓
- Deadline
- May 15 and October 1 each year.
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$25.6M
-0.8% YoY
Annual Giving
$1.9M
-19.0% YoY
Grant Count
114
+0.9% YoY
Avg Grant Size
$17K
-19.7% YoY
Under IRS private-foundation payout rules, The Harold H Bate Foundation Inc reported a distributable amount of $1.6M for 2024 — the minimum it must pay out in qualifying distributions.
Is The Harold H Bate Foundation Inc open to new grantees?
26%
first-time grantees, 2024
In 2024, 26 of 100 grantees (26%) were first-time recipients. First grants averaged $9K; repeat grants $20K. How we count
Medians: $5K first-time, $10K repeat.
- 66% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (+6%). Method
- In 2024 it paid out 127% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
The foundation’s stated mission is to provide financial support to the communities of Craven, Pamlico, and Jones Counties and East Carolina University, and to use charitable gifts to enhance education, youth, recreation, and quality of life in those counties.
Its 2024 grants included support for higher education, scholarships, medical care, public media, early childhood, domestic-violence services, recreation, and housing. The grantees describe their own work in varied terms: the East Carolina University Foundation says it raises and distributes private resources for the university, its students, and academic and research programs; Craven Community College Foundation says it supports the college’s charitable and educational purposes; and Hope Clinic says it provides free medical and dental care to low-income, uninsured adults in Pamlico County.
Grantmaking
In 2024, the foundation awarded 114 grants totaling $1,909,052. Grant amounts ranged from $100 to $273,500, with a median grant of $10,000.
Review Cycle
May 15 and October 1 each year.
Open Grants
1 open opportunity from The Harold H Bate Foundation Inc
Ready to take the next step with The Harold H Bate Foundation Inc?
Geographic Focus
Where this funder awards grants
The foundation’s stated geographic focus is Craven, Pamlico, and Jones Counties, North Carolina, and East Carolina University’s service to eastern North Carolina. All 2024 grant dollars went to recipients in North Carolina.
Grant Distribution by State
Share of 2024 grant dollars across all 114 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $1.5M (2022) to $2.4M (2023). In 2024 it made 114 grants totaling $1.9M.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was East Carolina University Foundation ($468K across 2 grants). Together the top 10 received $1.1M.
Grant Size Distribution
430 grants across all recorded years
The most common grant size was under $50K: 397 grants of 430 (92%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| East Carolina University Foundation Greenville, NC | Support of scholarships, athletics and program initiatives identified as priority by the ecu chancellor. | $273,500 |
| East Carolina University Foundation Greenville, NC | General Donation | $194,100 |
| Twin Rivers YMCA New Bern, NC | Financial Assistance, Ada and General Facility Improvements | $151,000 |
| Craven Community College Foundation New Bern, NC | General Donation | $62,500 |
| Craven Community College Foundation New Bern, NC | Scholarships | $62,500 |
| Hope Clinic Bayboro, NC | Free Medical Care for Indigent Adults | $40,750 |
| Public Radio East New Bern, NC | Public Media Programming & Increase the Reach Program | $40,000 |
| Go Global NC Council Inc Wake Forest, NC | General Donation | $40,000 |
| Craven County Partners in Education New Bern, NC | Beginning Teachers' Store and Individual School Grants | $35,000 |
| Town of Bayboro NC Bayboro, NC | General Donation | $35,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants | Grant count |
|---|---|---|---|---|---|
| 2024 | $25,561,959 | $1,812,458 | $2,012,345 | $1,909,052 | 114 |
| 2023 | $25,765,281 | $1,247,023 | $2,733,187 | $2,355,412 | 113 |
| 2022 | $27,250,641 | $822,983 | $1,942,904 | $1,547,864 | 68 |
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $25,561,959 | $25,765,281 | $27,250,641 |
| Revenue | $1,812,458 | $1,247,023 | $822,983 |
| Expenses | $2,012,345 | $2,733,187 | $1,942,904 |
| Qualifying Distributions | $1,983,488 | $2,498,777 | $1,695,660 |
| Net Investment Income | $1,585,722 | $1,052,142 | $509,444 |
| Distributable Amount | $1,562,749 | $1,496,674 | $1,564,409 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists the following board members: Gary Baldree Sr, Donald Brinkley, Robert Mattocks, Marvin Mullinix, Silas Seymour, and David Hinson Jr.
The Harold H Bate Foundation Inc's 2024 filing lists 6 officers; all 6 officers listed in 2024 are compensated.
Officers on the 2024 filing
Donald Brinkley
Board Member
On filings since 2020
6 hrs/week
$11K (2020) → $46K (2024)
Gary Baldree Sr.
Board Member
On filings since 2020
3 hrs/week
$10K (2020) → $8K (2024)
Marvin Mullinix
Board Member
On filings since 2020
3 hrs/week
$10K (2020) → $8K (2024)
Robert Mattocks
Board Member
On filings since 2020
3 hrs/week
$9K (2020) → $8K (2024)
Silas Seymour
Board Member
On filings since 2020
3 hrs/week
$10K (2020) → $8K (2024)
David Hinson Jr.
Board Member
On filings since 2021
3 hrs/week
$3K (2021) → $8K (2024)
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.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $46K, to Donald Brinkley (Board Member). 6 officers or directors reported compensation on that filing.
Contact
Application contact: The Harold H Bate Foundation
Mailing address: PO Box 14298, New Bern, NC 28561
Phone: (252) 638-1998
Website: https://www.batefoundation.org
Frequently asked questions about The Harold H Bate Foundation Inc
How much does The Harold H Bate Foundation Inc give each year?
The Harold H Bate Foundation Inc gave $1.9M across 114 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $2.4M across 113 grants.
What is The Harold H Bate Foundation Inc's typical grant size?
The Harold H Bate Foundation Inc's median grant in 2024 was $10,000, and its average grant was $16,746, across 114 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from The Harold H Bate Foundation Inc that year got $9K on average.
Where does The Harold H Bate Foundation Inc give grants?
The Harold H Bate Foundation Inc gives mostly in North Carolina: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were New Bern, NC (59 grants), Bayboro, NC (8 grants), Greenville, NC (5 grants) and Trenton, NC (5 grants).
Does The Harold H Bate Foundation Inc give general operating support?
Yes: 43% of The Harold H Bate Foundation Inc's 2024 grants with a stated purpose (49 of 114) were for general or operating support, per its 2024 IRS Form 990-PF. Recurring purposes include "Park Projects" (3 grants).
Who are The Harold H Bate Foundation Inc's largest grantees?
The Harold H Bate Foundation Inc's largest 2024 grantees include East Carolina University Foundation ($467,600 across 2 grants), Twin Rivers YMCA ($151,000) and Craven Community College Foundation ($126,000 across 3 grants), according to its 2024 IRS Form 990-PF. Together they received 39% of its itemized 2024 grant dollars.
How large is The Harold H Bate Foundation Inc?
The Harold H Bate Foundation Inc reported $25.6M in total assets on its 2024 IRS Form 990-PF. It paid out $2.0M in qualifying distributions that year, against a required minimum of $1.6M (roughly 5% of its investment assets).
What does The Harold H Bate Foundation Inc fund?
The foundation’s stated mission is to provide financial support to the communities of Craven, Pamlico, and Jones Counties and East Carolina University, and to use charitable gifts to enhance education, youth, recreation, and quality of life in those counties. See mission & focus areas ↑
How do I apply for a grant from The Harold H Bate Foundation Inc?
The filing lists a four-page grant application, an executive summary, a copy of the applicant’s IRS tax-exemption letter, recent financial statements and reports, a recent Form 990, a budget covering the period that… Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The Harold H Bate Foundation Inc's EIN?
The Harold H Bate Foundation Inc's EIN (Employer Identification Number) is 56-2121302. 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. Research dossier generated September 2026.
Here's the math on researching The Harold H Bate Foundation Inc by hand.
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