Nonprofit · EIN 84-6028055
DR MARY E BATES TRUST FUND
Tax-exempt · CONIFER, CO 80433
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $113,855 | $57,048 | $56,807 | $387,693 | $0 | $387,693 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $113,852
- Interest
- $3
Expenses
- Grants and similar amounts paid
- $52,839
- Disbursements for charitable purposes
- $61,839
- Excise tax on investment income
- $1,399
Balance sheet and other
- Total assets, start of year
- $330,886
- Total assets, end of year
- $387,693
- Total liabilities, end of year
- $0
- Net assets, end of year
- $387,693
- Fair market value of assets
- $3,394,566
- Qualifying distributions
- $61,839
- Net investment income
- $113,855
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 |
|---|---|---|---|
| MARILYN C BRISCOE 15842 WEST REMINGTON DRIVE, SUPRISE, AZ 853742189 | TRUSTEE | 1 | $0 |
| JANET WOLFE 1500 LAS LOMAS NW, ALBUQUERQUE, NM 87111 | TRUSTEE | 1 | $0 |
| REBECCA A WOLFE 81 SKYLAND, TIJERAS, NM 87059 | TRUSTEE | 1 | $0 |
| RYAN KARGOL 341 EUREKA STREET, CENTRAL CITY, CO 80427 | TRUSTEE | 10 | $0 |
| DAN WOLFE 5206 MERIDIAN AVE, SAN JOSE, CA 95118 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 8899 BLACK MOUNTAIN DR, CONIFER, CO 80433-9715
- In care of
- % RYAN KARGOL
- Signed the 990-PF
- RYAN KARGOL, CFO
- Phone
- (303) 670-7944
- Return prepared by
- Rocky Mountain Tax & Accounting Services Inc
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
- 84-6028055
- 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
- 1971
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $387,693
- Income (IRS master file)
- $113,855
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | – | – | – | IRS |
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $152,860 | $144,656 | $312,571 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about DR MARY E BATES TRUST FUND
- What is the EIN of DR MARY E BATES TRUST FUND?
- The employer identification number (EIN) of DR MARY E BATES TRUST FUND is 84-6028055.
- Is DR MARY E BATES TRUST FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1971.
- Are donations to DR MARY E BATES TRUST FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DR MARY E BATES TRUST FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DR MARY E BATES TRUST FUND 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 DR MARY E BATES TRUST FUND 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 DR MARY E BATES TRUST FUND?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does DR MARY E BATES TRUST FUND have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $113,855, expenses of $57,048 and total assets of $387,693 at year end.
Other nonprofits in CONIFER
- PLANNED PETHOOD INTERNATIONAL EIN 84-1522523 · last filed 990 for 2025
- VP DATA COMMONS EIN 84-4352957 · last filed 990 for 2025
- MOUNTAIN RESOURCE CENTER INC EIN 84-1178699 · last filed 990 for 2025
- JOY INTERNATIONAL INCORPORATED EIN 84-0444740 · last filed 990 for 2025
- UNITED SUICIDE SURVIVORS INTERNATIONAL EIN 81-1426089 · last filed 990 for 2024
- PEACEWORKS INC EIN 74-2472469 · last filed 990 for 2025
- BOOTSTRAPS INC EIN 84-0800861 · last filed 990 for 2024
- WALK WITH ME EIN 47-3603374 · last filed 990 for 2025