Nonprofit · EIN 83-1272154
ANNE AND ROLLIN BATES FOUNDATION INC
Tax-exempt · HARTFORD, CT 06103
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $2,304,362 | $1,841,556 | $462,806 | $8,366,143 | $0 | $8,366,143 |
| December 31, 2024 | 990-PF | $346,488 | $1,519,461 | -$1,172,973 | $7,900,818 | $0 | $7,900,818 |
| December 31, 2023 | 990-PF | $826,089 | $951,272 | -$125,183 | $9,072,595 | $0 | $9,072,595 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $265,691
- Interest
- $34,995
- Net gain from sales of assets
- $2,003,676
Expenses
- Grants and similar amounts paid
- $1,677,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $1,775,553
- Excise tax on investment income
- $31,113
Balance sheet and other
- Total assets, start of year
- $7,900,818
- Total assets, end of year
- $8,366,143
- Total liabilities, end of year
- $0
- Net assets, end of year
- $8,366,143
- Fair market value of assets
- $13,872,957
- Qualifying distributions
- $1,775,553
- Net investment income
- $2,304,362
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALEXANDER MELENEY C/O SHIPMAN GOODWIN 1 CONSTITUTION, PLZ, HARTFORD, CT 061031919 | DIRECTOR | 0.4 | $0 |
| LAURA CULLEY-MELENEY C/O SHIPMAN GOODWIN 1 CONSTITUTION, PLZ, HARTFORD, CT 061031919 | DIRECTOR | 0.4 | $0 |
| STEPHEN GELLMAN C/O SHIPMAN GOODWIN 1 CONSTITUTION, PLZ, HARTFORD, CT 061031919 | DIRECTOR AND SECRETARY | 0.8 | $0 |
| BRYON HARMON C/O SHIPMAN GOODWIN 1 CONSTITUTION, PLZ, HARTFORD, CT 061031919 | DIRECTOR | 0.4 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALEXANDER MELENEY C/O SHIPMAN GOODWIN 1 CONSTITUTION, PLZ, HARTFORD, CT 061031919 | DIRECTOR | 0.4 | $0 |
| LAURA CULLEY-MELENEY C/O SHIPMAN GOODWIN 1 CONSTITUTION, PLZ, HARTFORD, CT 061031919 | DIRECTOR | 0.4 | $0 |
| STEPHEN GELLMAN C/O SHIPMAN GOODWIN 1 CONSTITUTION, PLZ, HARTFORD, CT 061031919 | DIRECTOR AND SECRETARY | 0.8 | $0 |
| BRYON HARMON C/O SHIPMAN GOODWIN 1 CONSTITUTION, PLZ, HARTFORD, CT 061031919 | DIRECTOR | 0.4 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALEXANDER MELENEY C/O SHIPMAN GOODWIN 1 CONSTITUTION, PLZ, HARTFORD, CT 061031919 | DIRECTOR | 0.4 | $0 |
| LAURA CULLEY-MELENEY C/O SHIPMAN GOODWIN 1 CONSTITUTION, PLZ, HARTFORD, CT 061031919 | DIRECTOR | 0.4 | $0 |
| STEPHEN GELLMAN C/O SHIPMAN GOODWIN 1 CONSTITUTION, PLZ, HARTFORD, CT 061031919 | DIRECTOR AND SECRETARY | 0.8 | $0 |
| BRYON HARMON C/O SHIPMAN GOODWIN 1 CONSTITUTION, PLZ, HARTFORD, CT 061031919 | DIRECTOR | 0.4 | $0 |
Address and contacts
- Address (IRS master file)
- SHIPMAN GOODWIN 1 CONSTITUTION PLZ, HARTFORD, CT 06103-0000
- In care of
- % STEPHEN K GELLMAN
- Signed the 990-PF
- ALEXANDER MELENEY, DIRECTOR
- Phone
- (860) 251-5000
- Return prepared by
- SHIPMAN & GOODWIN LLP
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 | 990-PF 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
- 83-1272154
- 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
- 2019
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $8,366,143
- Income (IRS master file)
- $3,895,881
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $2,304,362 | $1,841,556 | $8,366,143 | IRS |
| 990-PF | December 2024 | $346,488 | $1,519,461 | $7,900,818 | IRS |
| 990-PF | December 2023 | $826,089 | $951,272 | $9,072,595 | 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 83-1272154).
Questions about ANNE AND ROLLIN BATES FOUNDATION INC
- What is the EIN of ANNE AND ROLLIN BATES FOUNDATION INC?
- The employer identification number (EIN) of ANNE AND ROLLIN BATES FOUNDATION INC is 83-1272154.
- Is ANNE AND ROLLIN BATES FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to ANNE AND ROLLIN BATES FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ANNE AND ROLLIN BATES FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ANNE AND ROLLIN BATES FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ANNE AND ROLLIN BATES FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of ANNE AND ROLLIN BATES FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does ANNE AND ROLLIN BATES FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,304,362, expenses of $1,841,556 and total assets of $8,366,143 at year end.
Other nonprofits in HARTFORD
- GREATER HARTFORD GIVES FOUNDATION EIN 06-0699252 · last filed 990 for 2024
- GREATER HARTFORD COMMUNITY FOUNDATION INC EIN 42-1684133 · last filed 990 for 2025
- UNITED WAY INC DBA UNITED WAY OF CENTRAL & NORTHEASTERN CT EIN 06-0646653 · last filed 990 for 2025
- THE RHODA AND DAVID CHASE FAMILY FOUNDATION INC EIN 06-1499922 · last filed 990-PF for 2025
- NORTH CENTRAL AREA AGENCY ON AGING INC EIN 22-3059029 · last filed 990 for 2025
- CONNECTICUT HEALTH FOUNDATION INC EIN 06-1057387 · last filed 990-PF for 2024
- GAWLICKI FAMILY FOUNDATION EIN 27-4341026 · last filed 990-PF for 2025
- CONNECTICUT COUNCIL FOR PHILANTHROPY EIN 23-7024016 · last filed 990 for 2024
All nonprofits in HARTFORD · Connecticut · Philanthropy, voluntarism and grantmaking foundations