Nonprofit · EIN 59-3456990
BATES FAMILY FOUNDATION INC
Tax-exempt · QUINCY, FL 32351
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $129,135 | $242,338 | -$113,203 | $1,986,258 | $9,000 | $1,977,258 |
| December 31, 2023 | 990-PF | $231,607 | $231,671 | -$64 | $1,552,922 | $72,875 | $1,480,047 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $54,407
- Net gain from sales of assets
- $74,728
Expenses
- Grants and similar amounts paid
- $160,000
- Compensation of officers, directors and key employees
- $55,000
- Disbursements for charitable purposes
- $187,500
- Excise tax on investment income
- $1,288
Balance sheet and other
- Total assets, start of year
- $1,552,922
- Total assets, end of year
- $1,986,258
- Total liabilities, end of year
- $9,000
- Net assets, end of year
- $1,977,258
- Fair market value of assets
- $4,035,582
- Qualifying distributions
- $187,500
- Net investment income
- $122,097
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 |
|---|---|---|---|
| RICHARD S BATES 329 N JACKSON STREET, QUINCY, FL 32351 | PRESIDENT | 5 | $50,000 |
| JANIS M BATES 329 N JACKSON STREET, QUINCY, FL 32351 | SECRETARY | 5 | $5,000 |
| DEBORAH L LEONARD 2615 CENTENNIAL BLVD SUITE 200, TALLAHASSEE, FL 32308 | TREASURER | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD S BATES 329 N JACKSON STREET, QUINCY, FL 32351 | PRESIDENT | 5 | $50,000 |
| JANIS M BATES 329 N JACKSON STREET, QUINCY, FL 32351 | SECRETARY | 5 | $5,000 |
| DEBORAH L LEONARD 2615 CENTENNIAL BLVD SUITE 200, TALLAHASSEE, FL 32308 | TREASURER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 329 N JACKSON ST, QUINCY, FL 32351-1729
- In care of
- % RICHARD BATES
- Signed the 990-PF
- RICHARD S BATES, PRESIDENT
- Phone
- (850) 627-9001
- Return prepared by
- THOMAS HOWELL FERGUSON 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
- 59-3456990
- 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
- 1999
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,986,258
- Income (IRS master file)
- $254,929
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $129,135 | $242,338 | $1,986,258 | XML |
| 990-PF | December 2023 | $231,607 | $231,671 | $1,552,922 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 59-3456990).
Questions about BATES FAMILY FOUNDATION INC
- What is the EIN of BATES FAMILY FOUNDATION INC?
- The employer identification number (EIN) of BATES FAMILY FOUNDATION INC is 59-3456990.
- Is BATES FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to BATES FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BATES FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BATES FAMILY FOUNDATION INC 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 BATES FAMILY FOUNDATION INC 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 BATES FAMILY FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 2 received compensation from the organization, the highest $50,000 (RICHARD S BATES, PRESIDENT).
- How much revenue does BATES FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $129,135, expenses of $242,338 and total assets of $1,986,258 at year end.
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All nonprofits in QUINCY · Florida · Philanthropy, voluntarism and grantmaking foundations