The Harold H Bate Foundation Inc logo

The Harold H Bate Foundation Inc

Private foundation · Grantmaker New Bern, NC EIN: 56-2121302 Website

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.

Research compiled by Grantable AI from public sources. Last updated September 2026.

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

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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

2states

Share of 2024 grant dollars across all 114 itemized grants.

Cities

New BernRaleighGreenvilleBayboroHavelockTrentonPollocksvilleChapel HillOrientalVanceboroWintervilleArapahoeBridgetonGreensboroNewportGoldsboroAllianceCharlotteCove CityDurham

Giving Over Time

Total grant dollars and number of grants per year

$0$1M$2M$3M68 grants2020 67 grants2021 68 grants2022 113 grants2023 114 grants2024

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

East Carolina University Foundation: $468K across 2 grantsEast Carolina UniversityFoundation$468K · 2 grantsTwin Rivers YMCA: $151KTwin Rivers YMCA$151KCraven Community College Foundation: $126K across 3 grantsCraven Community CollegeFoundation$126K · 3 grantsCraven County Parks and Recreation: $71K across 4 grantsCraven County Parks andRecreation$71K · 4 grantsCraven County Partners in Education: $65K across 2 grantsCraven County Partners inEducation$65K · 2 grantsHope Clinic: $41KHope Clinic$41KCraven Smart Start Inc: $41K across 2 grantsCraven Smart Start Inc$41K · 2 grantsPublic Radio East: $40KPublic Radio East$40KGo Global NC Council Inc: $40KGo Global NC Council Inc$40KTown of Bayboro NC: $35KTown of Bayboro NC$35K

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

397<$50K19$50–100K9$100–250K2$250–500K3$500K–1M$1–5M$5M+

The most common grant size was under $50K: 397 grants of 430 (92%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
East Carolina University Foundation Greenville, NCSupport of scholarships, athletics and program initiatives identified as priority by the ecu chancellor.$273,500
East Carolina University Foundation Greenville, NCGeneral Donation$194,100
Twin Rivers YMCA New Bern, NCFinancial Assistance, Ada and General Facility Improvements$151,000
Craven Community College Foundation New Bern, NCGeneral Donation$62,500
Craven Community College Foundation New Bern, NCScholarships$62,500
Hope Clinic Bayboro, NCFree Medical Care for Indigent Adults$40,750
Public Radio East New Bern, NCPublic Media Programming & Increase the Reach Program$40,000
Go Global NC Council Inc Wake Forest, NCGeneral Donation$40,000
Craven County Partners in Education New Bern, NCBeginning Teachers' Store and Individual School Grants$35,000
Town of Bayboro NC Bayboro, NCGeneral 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
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$3M$4M2020 2021 2022 2023 2024
Metric202420232022
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

  1. 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

Donald Brinkley — Board Member: $46KDonald BrinkleyBoard Member$46KGary Baldree Sr — Board Member: $8KGary Baldree SrBoard Member$8KRobert Mattocks — Board Member: $8KRobert MattocksBoard Member$8KMarvin Mullinix — Board Member: $8KMarvin MullinixBoard Member$8KSilas Seymour — Board Member: $8KSilas SeymourBoard Member$8KDavid Hinson Jr — Board Member: $8KDavid Hinson JrBoard Member$8K

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.

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