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Ellis Cappy Bateman Charitable Trust EIN 99-1808083 Form 990 (PDF) Claim this org

Ellis Cappy Bateman Charitable Trust

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A private foundation based in Webster, MA. It reported about $101K in revenue for 2024. For fiscal year 2024 it reported $101K in revenue, $10K in expenses, and $91K in net assets.Pt I

Type
Private foundation / grantmaker · Foundations & Grantmakers
Location
Webster, MA
Filings
1 on file (2024–2024)
Revenue
$101KFY2024
Expenses
$10K
Net assets
$91K
People
2
Filings
1
Updates
0
More identity details & actions ⌄
EIN  99-1808083 Private foundation / grantmaker Webster, MA
Form 990 (PDF)
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Size
$100K–1M
What they do
A private foundation based in Webster, MA. It reported about $101K in revenue for 2024.
Leadership
William F McCullough III 1 · Trustee
Money in and out
$101K revenue, $10K expenses
Bottom line
—
Grants paid & assets · FY2024
Total revenue
$101K
Pt VIII · Ln 12
Total expenses
$10K
Pt IX · Ln 25
Net assets
$91K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $91K
Total assets
91K
deployed as grants and operations
Grants paid
10K
in FY2024
Grants made
1grants
total in period
Payout rate
11%
of assets (5% rule)

Who They Fund

Part XV · grants paid · 1 grant · $10K · 2024–2024
Community Harverst ProjectFY2024$10,000

Grantmaking Profile

Patterns in foundation giving
Average grantPart XV$10K
Median grantPart XV$10K
Largest grantPart XV$10K

Summary of the Filing

Part I · fiscal year 2024 · Form 990-PF
Total revenue
$101K
Pt VIII · Ln 12
Total expenses
$10K
Pt IX · Ln 25
Net assets
$91K
Pt X · Ln 32
Total assetsPt II$91K

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CEllis Cappy Bateman Charitable Trust
EINHdr · item D99-1808083
Principal addressHdr · item CWebster, MA
WebsiteHdr · item Jnone reported
State of legal domicileHdr · item MMA
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFFoundations & Grantmakers (T12)
Ruling yearIRS BMFNov 2024

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1apending
Independent voting membersPt VI · Ln 1bpending
Conflict-of-interest policyPt VI · Ln 12a—
Whistleblower policyPt VI · Ln 13—
Document retention policyPt VI · Ln 14—
CEO/top-official compensation independently reviewedPt VI · Ln 15a—
Family or business relationships among officers/directorsPt VI · Ln 2—

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
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Statement of Revenue

Part VIII
Contributions & grants100%$101K
Investment income$446
Total revenueLn 12$101K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Grants & contributions paid $1.00
Grants & contributions paid100%$10K
Total functional expensesLn 25$10K

Balance Sheet

Part X · end of year
CashLn 1—
Total assetsLn 16$91K
Total liabilitiesLn 26$0
Total net assetsLn 32$91K

Financial Metrics

Form 990 · FY2024 · each ratio shown with the dollars behind it
Liquidity & Payout
Payout rate
Grants paid $0 · Total assets $91K
0%
Where the money comes from
Contribution dependence
Contributions & grants — · Total revenue $101K
—
Government reliance
not reported
Earned-income share
not reported
Investment reliance
Investment income $0 · Total revenue $101K
0%
Program self-sufficiency
not reported
Growth & trend
Revenue growth (YoY)
This year $101K · Prior year —
No prior year on file
Net-asset trend (YoY)
End of year $91K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $101K · Expenses $10K
+90%
Liabilities-to-Assets
Total liabilities — · Total assets $91K
—
Net-asset ratio
Net assets $91K · Total assets $91K
100%
People & payroll
Highest Reported Total Compensation
Individual William F McCullough III 1 · Reported title Trustee · Highest reported compensation $0 · Total expenses $10K
0%
Personnel share
not reported

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown. Peer cohort: .

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024 (Latest)$101K revenue · viewing · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2024IRS
Classification, formation year, addressIRS Business Master File
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