Zachary Yates Memorial Foundation is a private foundation focused on Education, based in OTTUMWA, IA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $63K in total assets. In 2024, it awarded 5 grants totaling $4K. Net investment income was $6K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$63K
+4.1% YoY
Annual Giving
$4K
+17.5% YoY
Grant Count
5
+150.0% YoY
Avg Grant Size
$734.4
-53.0% YoY
About Zachary Yates Memorial Foundation
Based on IRS filings
Zachary Yates Memorial Foundation is a private foundation focused on Education, based in OTTUMWA, IA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $63K in total assets. In 2024, it awarded 5 grants totaling $4K. Net investment income was $6K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $63,068 | $60,591 | $57,965 |
| Revenue | $6,936 | $6,446 | $6,329 |
| Expenses | $4,459 | $3,820 | $4,201 |
| Qualifying Distributions | $3,672 | $3,125 | $3,625 |
| Net Investment Income | $5,936 | $2,696 | $3,229 |
| Distributable Amount | $4,159 | $3,698 | $3,535 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
Grant Size Distribution
31 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| NEAL B YATES | PRESIDENT | 2 | — |
| LORI L YATES | TREASURER | 2 | — |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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