Funder DirectoryJoan and Louis Bates Family Foundation
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Private foundation (trust)EIN 581745901Est. 1987-10

Joan and Louis Bates Family Foundation

Charlotte, NC 28270

Total Assets

$764K

FY 2024

Annual Giving

$27K

FY 2024

Grants Made

25

FY 2024

Avg Grant

$1K

FY 2024

Grant Range

Typical

Deadlines

Applications

Financial Snapshot

2024 filing

Total Revenue

$58K

Total Expenses

$34K

Qualifying Distributions

$27K

Distributable Amount

$32K

Min. Investment Return

$33K

Undistributed Income

$32K

Payout rate 84%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.84%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

5 years

Giving over time from 2018 to 2024. Peak $43K in 2020. Hover bars for details.

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

Top Recipients

107 grants

Chabad of Greensboro
$24K
6 grants
Jewish Fed of S Palm Beach Cty
$20K
4 grants
Boca Raton Reg Hospital Found
$20K
4 grants
Temple Emanuel
$19K
6 grants
American Friends of Magen David Adom
$8K
3 grants
Ahavath Achim Synagogue
$6K
1 grant
CHABAD GREENSBORO
$6K
1 grant
NC Hillel Foundation
$5K
1 grant

Grant Size Distribution

83 grants

<$10K
83
grants
$10–50K
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

10 states

North Carolina
$70K
43% of total
Florida
$51K
31% of total
Texas
$12K
7% of total
California
$10K
6% of total
New York
$6K
3% of total
Georgia
$6K
3% of total
District of Columbia
$4K
2% of total
Illinois
$3K
2% of total
Vermont
$2K
1% of total
Tennessee
$1K
1% of total

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Joan and Louis Bates Family Foundation — Grants, Financials & Contact | Grantivo