Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 99-3685503

CHARLOTTE G YATES FOUNDATION

Tax-exempt · ARTESIA, NM 88211

Financials

$75K$55K2024$3.3M$514K2025
Revenue Expenses · by fiscal year end
Financials of CHARLOTTE G YATES FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$3,336,861$513,658$2,823,203$2,843,308$0$2,843,308
December 31, 2024990-PF$75,000$54,630$20,370$20,245$0$20,245
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$1,887,271
Dividends
$12,733
Net gain from sales of assets
$1,436,857

Expenses

Grants and similar amounts paid
$505,400
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$513,559
Excise tax on investment income
$20,139

Balance sheet and other

Total assets, start of year
$20,245
Total assets, end of year
$2,843,308
Total liabilities, end of year
$0
Net assets, end of year
$2,843,308
Fair market value of assets
$1,436,755
Qualifying distributions
$513,559
Net investment income
$1,449,590

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.

NameTitleHours / weekCompensation
CHARLOTTE G YATES
PO BOX 100, ARTESIA, NM 88211
DIRECTOR0$0
WILLIAM SCOTT BANNISTER
PO BOX 100, ARTESIA, NM 88211
EXEC VICE PRESIDENT0$0
TERI LUJAN BANNISTER
PO BOX 100, ARTESIA, NM 88211
VICE PRESIDENT0$0
WESLEY SCOTT BANNISTER
PO BOX 100, ARTESIA, NM 88211
VICE PRESIDENT0$0
SHELBY BANNISTER GARCIA
PO BOX 100, ARTESIA, NM 88211
VICE PRESIDENT0$0
WILSON REID BANNISTER
PO BOX 100, ARTESIA, NM 88211
VICE PRESIDENT0$0
YVONNE PALMER
PO BOX 100, ARTESIA, NM 88211
PRESIDENT0$0
VICTORIA HERNANDEZ
PO BOX 100, ARTESIA, NM 88211
SECRETARY/TREASURER0$0
990-PF for the year ended December 31, 2024: 8 people
NameTitleHours / weekCompensation
CHARLOTTE G YATES
PO BOX 100, ARTESIA, NM 88211
DIRECTOR0$0
WILLIAM SCOTT BANNISTER
PO BOX 100, ARTESIA, NM 88211
EXEC VICE PRESIDENT0$0
TERI LUJAN BANNISTER
PO BOX 100, ARTESIA, NM 88211
VICE PRESIDENT0$0
WESLEY SCOTT BANNISTER
PO BOX 100, ARTESIA, NM 88211
VICE PRESIDENT0$0
SHELBY BANNISTER GARCIA
PO BOX 100, ARTESIA, NM 88211
VICE PRESIDENT0$0
WILSON REID BANNISTER
PO BOX 100, ARTESIA, NM 88211
VICE PRESIDENT0$0
YVONNE PALMER
PO BOX 100, ARTESIA, NM 88211
PRESIDENT0$0
VICTORIA HERNANDEZ
PO BOX 100, ARTESIA, NM 88211
SECRETARY/TREASURER0$0

Address and contacts

Address (IRS master file)
PO BOX 100, ARTESIA, NM 88211-0100
Signed the 990-PF
YVONNE PALMER, PRESIDENT/CEO/TRUSTEE
Phone
(575) 810-6281
Return prepared by
SPROLES WOODARD 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024Check at the IRS

IRS record

EIN
99-3685503
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
2025
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,843,308
Income (IRS master file)
$3,959,099

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$3,336,861$513,658$2,843,308XML
990-PFDecember 2024$75,000$54,630$20,245XML

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 99-3685503).

Questions about CHARLOTTE G YATES FOUNDATION

What is the EIN of CHARLOTTE G YATES FOUNDATION?
The employer identification number (EIN) of CHARLOTTE G YATES FOUNDATION is 99-3685503.
Is CHARLOTTE G YATES FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2025.
Are donations to CHARLOTTE G YATES FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CHARLOTTE G YATES FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of CHARLOTTE G YATES FOUNDATION 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 CHARLOTTE G YATES FOUNDATION 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 CHARLOTTE G YATES FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 8 people; 0 received compensation from the organization.
How much revenue does CHARLOTTE G YATES FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $3,336,861, expenses of $513,658 and total assets of $2,843,308 at year end.

Other nonprofits in ARTESIA

All nonprofits in ARTESIA · New Mexico · Philanthropy, voluntarism and grantmaking foundations