Funder DirectoryUDAY & PEGGY BHATE FOUNDATION
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Private foundation (trust)EIN 464384744Est. 2014-06

UDAY & PEGGY BHATE FOUNDATION

BIRMINGHAM, AL 35243

Total Assets

$2.6M

FY 2024

Annual Giving

$39K

FY 2024

Grants Made

16

FY 2024

Avg Grant

$2K

FY 2024

Grant Range

$500–$8K

Typical

Deadlines

Applications

Focus Areas

Z99

Financial Snapshot

2024 filing

Total Revenue

$1.1M

Total Expenses

$50K

Qualifying Distributions

$39K

Distributable Amount

$101K

Min. Investment Return

$106K

Undistributed Income

$93K

Payout rate 38%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.38%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

16 grants

Grant sizes from minimum $500 through median $2K to maximum $8K, 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

4 years

Giving over time from 2020 to 2024. Peak $45K in 2023. Hover bars for details.

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

Top Recipients

63 grants

CHILDREN'S HOSPITAL OF ALABAMA FOUNDATION
$18K
3 grants
UAB
$15K
1 grant
SAMFORD UNIVERSITY
$10K
2 grants
UAB SCHOLARSHIP ENDOWMENT
$10K
1 grant
RONALD MCDONALD HOUSE
$7K
3 grants
GEORGIA TECH ALUMNI ASSOCIATION
$6K
3 grants
THE GREATER BIRMINGHAM HUMANE SOCIETY
$6K
3 grants
O'NEAL COMPREHENSIVE CANCER CENTER AT UAB
$5K
1 grant

Grant Size Distribution

63 grants

<$10K
62
grants
$10–50K
1
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

6 states

Alabama
$117K
90% of total
Georgia
$8K
6% of total
Texas
$3K
2% of total
New York
$1K
1% of total
District of Columbia
$300
0% of total
Tennessee
$50
0% of total

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UDAY & PEGGY BHATE FOUNDATION — Grants, Financials & Contact | Grantivo