AUMdb

Joan And Louis Bates Family Foundation

EIN 581745901 · 501(c)(3) · Private foundation · Charlotte, NC · recognized 1987

Assets
$764K
Revenue
$58.0K
Expenses
$34.0K
Investment income
$50.6K

Form 990 fiscal year ended 12/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Laurence A Bates Vice-president/secretary $0 $0
Joan W Bates President/treasurer $0 $0

Filing history

Fiscal year end Assets Revenue Expenses Source
12/31/2024 $764K $58.0K $34.0K 990 990PF · obj 202512689349101431 IRS ↗
12/31/2023 $710K $22.2K $37.5K 990 990PF · obj 202521089349101887 IRS ↗