The Helen Bates Scholarship Fund

SUAMICO, WI EIN: 27-7117967

The Helen Bates Scholarship Fund is a private foundation, based in SUAMICO, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $496K in total assets. In 2024, it awarded 12 grants totaling $35K. Net investment income was $65K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$496K

+6.0% YoY

Annual Giving

$35K

+6.9% YoY

Grant Count

+9.1% YoY

Avg Grant Size

$3K

-2.0% YoY

Under IRS private-foundation payout rules, The Helen Bates Scholarship Fund reported a distributable amount of $25K for 2024 — the minimum it must pay out in qualifying distributions.

About The Helen Bates Scholarship Fund

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Pennsylvania $160K (100%)

States

Pennsylvania

Cities

FeastervilleLanghorneLevittownPenndelTrevose

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$496,495	$468,439	$367,803
Revenue	$110,456	$168,801	$169,000
Expenses	$82,400	$68,165	$90,261
Qualifying Distributions	$34,875	$32,625	$32,000
Net Investment Income	$64,805	$134,804	$110,974
Distributable Amount	$25,277	$27,399	$23,751

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 2024

Grant Size Distribution

60 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Marlene Moore ($5,625), Joshua Adler ($5,000), Madison Kusienski ($5,000).

Recipient	Purpose	Amount
CARLY GROSS LANGHORNE, PA	SCHOLARSHIP PAID	$2,000
JOSHUA ADLER LEVITTOWN, PA	SCHOLARSHIP PAID	$5,000
KATHERYN WEINER LEVITTOWN, PA	SCHOLARSHIP PAID	$2,500
MADISON KUSIENSKI LANGHORNE, PA	SCHOLARSHIP PAID	$5,000
MARLENE MOORE FEASTERVILLE, PA	SCHOLARSHIP PAID	$5,625
LAUREN SMILER LANGHORNE, PA	SCHOLARSHIP PAID	$1,500
SAMANTHA GUNCHAK FEASTERVILLE, PA	SCHOLARSHIP PAID	$1,500
CILIANA RIOS FEASTERVILLE, PA	SCHOLARSHIP PAID	$5,000
KAITLYN TURNBULL FEASTERVILLE, PA	SCHOLARSHIP PAID	$2,000
MACKENZIE LOUDER LEVITTOWN, PA	SCHOLARSHIP PAID	$2,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
WARD BACON	TRUSTEE	1	—

Frequently Asked Questions

How large is The Helen Bates Scholarship Fund?

As of 2024, The Helen Bates Scholarship Fund holds $496K in total assets with $110K in annual revenue. It awarded 12 grants totaling $35K in 2024.

Where does The Helen Bates Scholarship Fund operate?

The Helen Bates Scholarship Fund has awarded grants in Pennsylvania.

What size grants does The Helen Bates Scholarship Fund award?

In 2024, The Helen Bates Scholarship Fund awarded 12 grants totaling $35K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is The Helen Bates Scholarship Fund required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Helen Bates Scholarship Fund reported a distributable amount of $25K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Helen Bates Scholarship Fund's EIN?

The Helen Bates Scholarship Fund's EIN (Employer Identification Number) is 27-7117967. IRS Form 990 filing data is available on this page for 2020–2024.