Funder DirectoryBATEY FAMILY CHARITABLE TRUST
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Private foundation (trust)EIN 475523964Est. 2016-02

BATEY FAMILY CHARITABLE TRUST

BAKERSFIELD, CA 933900009

Total Assets

$2.2M

FY 2024

Annual Giving

$146K

FY 2024

Grants Made

14

FY 2024

Avg Grant

$10K

FY 2024

Grant Range

$1K–$40K

Typical

Deadlines

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2024 filing

Total Revenue

$391K

Total Expenses

$148K

Qualifying Distributions

$146K

Distributable Amount

$105K

Min. Investment Return

$109K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

14 grants

Grant sizes from minimum $1K through median $6K to maximum $40K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

6 years

Giving over time from 2018 to 2024. Peak $418K in 2020. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

83 grants

USC KECK SCHOOL OF MEDICINE
$320K
3 grants
TEJON RANCH CONSERVANCY
$270K
4 grants
CSUB FOUNDATION
$160K
4 grants
CASA ESPERANZA
$157K
3 grants
FIRST UNITED METHODIST CHURCH
$147K
6 grants
KERN COUNTY NETWORK FOR CHILDREN
$107K
5 grants
USC UNIVERSITY ADVANCEMENT
$100K
1 grant
KERN COUNTY MUSEUM FOUNDATION
$98K
5 grants

Grant Size Distribution

83 grants

<$10K
51
grants
$10–50K
25
grants
$50–250K
7
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

6 states

California
$1.5M
94% of total
Washington
$61K
4% of total
New York
$30K
2% of total
Tennessee
$2K
0% of total
Indiana
$1K
0% of total
Texas
$1K
0% of total

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BATEY FAMILY CHARITABLE TRUST — Grants, Financials & Contact | Grantivo