Dr Mary E Bates Trust Fund FY2024 filing

Tax-deductible

Conifer, CO501(c)(3)EIN 84-6028055Revenue $135K in FY2024

On file with the IRS8899 Black Mountain Dr, 80433-9715 · Conifer, COTax-exempt since Aug 1971Private non-operating foundation

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501(c)(3) charity; gifts are tax-deductible.
$9K paid to officers and key staff.
Status: IRS Pub. 78 · Pay: Part VII

Before you give

FY2024 · Form 990-PFIndependent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990-PF
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 6
filings with a surplus
Average deficit $406K a year · 335% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
990-PF Pt I · 6 filings
Pay to officers and key staff
$9K
to officers and key staff · 8% of spending
Looks good: pay to officers and key staff is 8% of spending; 15% or less.
990-PF Pt VIII
Cash reserves
4 mo
of spending, in cash
Looks good: 4.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
990-PF Pt II
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$135K
-12% vs prior year
Spent
$117K
Net assets
$331K
By yearFY2020–FY2025
Revenue
$135K
FY2024▼ -12%
Tap a bar for its year
Revenue by fiscal year
FY2020$102K
FY2021$129K
FY2022$94K
FY2023$153K
FY2024$135K
FY2025$114K
Expenses
$117K
FY2024▼ -19%
Tap a bar for its year
Expenses by fiscal year
FY2020$2.7M
FY2021$115K
FY2022$35K
FY2023$145K
FY2024$117K
FY2025$57K
Net assets
$331K
FY2024▲ +6%
Tap a bar for its year
Net assets by fiscal year
FY2020$232K
FY2021$246K
FY2022$304K
FY2023$313K
FY2024$331K
FY2025$388K

From the FY2024 Form 990 · see the original

990 PDF Claim
You’re viewing the FY2024 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Aug 1971.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

What each dollar paid for.

Grants & contributions paid 90% · $105K Operating & administrative 10% · $12K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

5 people listed on the 990-PF; $9K paid to officers and key staff.

Part VII, Section A · reportable compensation
$9,000Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Trustee
$0Pt VII · Sec A

Compensation history total reportable pay by year · 4 named individuals · Part VII

NameFY2024FY2023
Ryan Kargol$9,000$8,000
Janet Wolfe—$7,000
Rebecca a Wolfe—$7,000
Dan Wolfe—$7,000

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Dr Mary E Bates Trust Fund executive salaries →

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Programs and updates

A private foundation based in Conifer, CO.

Questions for Dr Mary E Bates Trust Fund

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Provided by the organization

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Grants and how to apply

Who it funds, and how to ask.

Who They Fund

Part XV · grants paid · 1 grant · $53K · 2025–2025
Mary Elizabeth Bates FoundationFY2025$52,839

Grantmaking Profile

Patterns in foundation giving
Average grantPart XV$53K
Median grantPart XV$53K
Largest grantPart XV$53K

By the numbers

The FY2024 990-PF, line by line.

1The main four
Money in
$135K
Investment income$135K
Money out
$117K
Grants paid$105K
Running costs$12K
Owns and owes
$331K
net assets
Cash and savings$41K
Total assets$331K
Liabilities$0
People
5
listed
Paid1
2In more detail
Revenue in detail
Investment income$135K
Total revenue$135K
Assets in detailEnd of year
Cash and savings together$41K
Total assets$331K
Liabilities$0
Net assets$331K
Operations
Fiscal year endsDecember

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $114K$57K$57K$388K 990 PDF
FY2024 Viewing $135K$117K$18K$331K 990 PDF
FY2023 $153K$145K$8K$313K 990 PDF
FY2022 $94K$35K$59K$304K 990 PDF
FY2021 $129K$115K$14K$246K 990 PDF
FY2020 $102K$2.7M−$2.6M$232K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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