Nonprofit · EIN 58-1745901
JOAN AND LOUIS BATES FAMILY FOUNDATION
Tax-exempt · CHARLOTTE, NC 28270
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $57,968 | $33,993 | $23,975 | $578,969 | $0 | $578,969 |
| December 31, 2023 | 990-PF | $22,246 | $37,493 | -$15,247 | $558,800 | $0 | $558,800 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $20,987
- Net gain from sales of assets
- $36,981
Expenses
- Grants and similar amounts paid
- $26,636
- Disbursements for charitable purposes
- $26,640
- Excise tax on investment income
- $704
Balance sheet and other
- Total assets, start of year
- $558,800
- Total assets, end of year
- $578,969
- Total liabilities, end of year
- $0
- Net assets, end of year
- $578,969
- Fair market value of assets
- $763,917
- Qualifying distributions
- $26,640
- Net investment income
- $57,983
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Laurence A Bates 5431 DunedIn Lane, Charlotte, NC 28270 | Vice-President/Secretary | 0 | $0 |
| Joan W Bates 5744 Vintage Oaks Circle, Delray Beach, FL 33484 | President/Treasurer | 0 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Laurence A Bates 5431 DunedIn Lane, Charlotte, NC 28270 | Vice-President/Secretary | 0 | $0 |
| Joan W Bates 5744 Vintage Oaks Circle, Delray Beach, FL 33484 | President/Treasurer | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 5431 DUNEDIN LN, CHARLOTTE, NC 28270-1819
- Signed the 990-PF
- Laurence A Bates, Vice-President/Secretary
- Phone
- (336) 420-0635
- Return prepared by
- STEVEN W WORRELL CPA PA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 58-1745901
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1987
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $578,969
- Income (IRS master file)
- $182,384
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $57,968 | $33,993 | $578,969 | XML |
| 990-PF | December 2023 | $22,246 | $37,493 | $558,800 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 58-1745901).
Questions about JOAN AND LOUIS BATES FAMILY FOUNDATION
- What is the EIN of JOAN AND LOUIS BATES FAMILY FOUNDATION?
- The employer identification number (EIN) of JOAN AND LOUIS BATES FAMILY FOUNDATION is 58-1745901.
- Is JOAN AND LOUIS BATES FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
- Are donations to JOAN AND LOUIS BATES FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOAN AND LOUIS BATES FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOAN AND LOUIS BATES FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOAN AND LOUIS BATES FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of JOAN AND LOUIS BATES FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does JOAN AND LOUIS BATES FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $57,968, expenses of $33,993 and total assets of $578,969 at year end.
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