The Helen Bates Scholarship Fund | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like The Helen Bates Scholarship Fund. Data shown is extracted from Form 990-PF filings.

EIN: 27-7117967

Foundation Overview

Based in Suamico, WI, The Helen Bates Scholarship Fund has awarded 73 grants totaling $189,250 to organizations in Pennsylvania. Individual grants range from $1,000 to $5,000, with a median award of $2,500.

Latest Tax Year
2023
Total Giving (all years)
$189,250
Total Assets
$583,776
Median Grant (all grants)
$2,500

Latest Form 990-PF Snapshot

Total Grants
22
Median Grant
$2,500
% Median Grant Growth
+25% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Balanced Approach: 45%

10 of 22 recipients (45%) were new grantees. Foundation maintains loyal partnerships while remaining open to qualified new applicants with strong proposals.

Geographic Focus
Pennsylvania

100% of all grants are concentrated in Pennsylvania, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Pennsylvania, funding concentrates in Langhorne (68%), Levittown (23%), Feasterville (4%).

Funding Trajectory
+11%

Stable funding levels with 11% change over 3 years indicate consistent grant-making capacity and predictable philanthropic resources. This stability suggests reliable ongoing funding opportunities.

Program Areas
Education

Highly focused on education with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.

Where is The Money Going?

Loading geographic data...
Loading chart...
Loading chart...
Loading chart...

Grants & Funding

Analyzing past grantees provides valuable insights into The Helen Bates Scholarship Fund's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Carly Gross $2,000 Langhorne, PA, US Scholarship Paid 2023
Joshua Adler $5,000 Levittown, PA, US Scholarship Paid 2023
Madison Kusienski $5,000 Langhorne, PA, US Scholarship Paid 2023
Sophie Huffert $3,000 Langhorne, PA, US Scholarship Paid 2023
Tiffany Corcoran $2,000 Levittown, PA, US Scholarship Paid 2023
Alyssa Porter $2,500 Langhorne, PA, US Scholarship Paid 2023
Delia Osterholdt $3,750 Langhorne, PA, US Scholarship Paid 2023
Marlene Moore $1,875 Feasterville, PA, US Scholarship Paid 2023
Gabrielle Gutierrez $2,500 Langhorne, PA, US Scholarship Paid 2023
Kathrine Offenbeck $2,500 Langhorne, PA, US Scholarship Paid 2023
Katheryn Weiner $2,500 Levittown, PA, US Scholarship Paid 2023
Carly Gross $2,000 Langhorne, PA, US Scholarship Paid 2023
Joshua Adler $5,000 Levittown, PA, US Scholarship Paid 2023
Madison Kusienski $5,000 Langhorne, PA, US Scholarship Paid 2023
Sophie Huffert $3,000 Langhorne, PA, US Scholarship Paid 2023
Tiffany Corcoran $2,000 Levittown, PA, US Scholarship Paid 2023
Alyssa Porter $2,500 Langhorne, PA, US Scholarship Paid 2023
Delia Osterholdt $3,750 Langhorne, PA, US Scholarship Paid 2023
Marlene Moore $1,875 Feasterville, PA, US Scholarship Paid 2023
Gabrielle Gutierrez $2,500 Langhorne, PA, US Scholarship Paid 2023
Kathrine Offenbeck $2,500 Langhorne, PA, US Scholarship Paid 2023
Katheryn Weiner $2,500 Levittown, PA, US Scholarship Paid 2023
Ana Lawson $1,000 Langhorne, PA, US Scholarship Paid 2022
Anne Noe $4,000 Langhorne, PA, US Scholarship Paid 2022
Carly Gross $2,000 Langhorne, PA, US Scholarship Paid 2022
Josephine Bursk $1,000 Langhorne, PA, US Scholarship Paid 2022
Madison Kusienski $5,000 Langhorne, PA, US Scholarship Paid 2022
Natalie Raven $1,000 Levittown, PA, US Scholarship Paid 2022
Sophie Huffert $3,000 Langhorne, PA, US Scholarship Paid 2022
Tiffany Corcoran $2,000 Levittown, PA, US Scholarship Paid 2022
Yasmine Nicolas $1,000 Langhorne, PA, US Scholarship Paid 2022
Joshua Adler $5,000 Levittown, PA, US Scholarship Paid 2022
Jacob Herb $2,500 Langhorne, PA, US Scholarship Paid 2022
Matthew Lamb $2,500 Langhorne, PA, US Scholarship Paid 2022
Kiley Canimore $1,000 Langhorne, PA, US Scholarship Paid 2022
Julia Fischer $1,000 Langhorne, PA, US Scholarship Paid 2022
Ana Lawson $1,000 Langhorne, PA, US Scholarship Paid 2022
Anne Noe $4,000 Langhorne, PA, US Scholarship Paid 2022
Carly Gross $2,000 Langhorne, PA, US Scholarship Paid 2022
Josephine Bursk $1,000 Langhorne, PA, US Scholarship Paid 2022
Madison Kusienski $5,000 Langhorne, PA, US Scholarship Paid 2022
Natalie Raven $1,000 Levittown, PA, US Scholarship Paid 2022
Sophie Huffert $3,000 Langhorne, PA, US Scholarship Paid 2022
Tiffany Corcoran $2,000 Levittown, PA, US Scholarship Paid 2022
Yasmine Nicolas $1,000 Langhorne, PA, US Scholarship Paid 2022
Joshua Adler $5,000 Levittown, PA, US Scholarship Paid 2022
Jacob Herb $2,500 Langhorne, PA, US Scholarship Paid 2022
Matthew Lamb $2,500 Langhorne, PA, US Scholarship Paid 2022
Kiley Canimore $1,000 Langhorne, PA, US Scholarship Paid 2022
Julia Fischer $1,000 Langhorne, PA, US Scholarship Paid 2022
Alicia Buechner $1,000 Penndel, PA, US Scholarship Paid 2021
Anne Noe $4,000 Langhorne, PA, US Scholarship Paid 2021
Joseph Stanford $5,000 Langhorne, PA, US Scholarship Paid 2021
Josephine Bursk $1,000 Langhorne, PA, US Scholarship Paid 2021
Natalie Raven $1,000 Levittown, PA, US Scholarship Paid 2021
Sophie Huffert $3,000 Langhorne, PA, US Scholarship Paid 2021
Tiffany Corcoran $2,000 Levittown, PA, US Scholarship Paid 2021
Carly Gross $2,000 Langhorne, PA, US Scholarship Paid 2021
Yasmine Nicolas $1,000 Langhorne, PA, US Scholarship Paid 2021
Jenna Smolenak $2,000 Feasterville, PA, US Scholarship Paid 2021
Ana Lawson $1,000 Langhorne, PA, US Scholarship Paid 2021
Madison Kusienski $5,000 Langhorne, PA, US Scholarship Paid 2021
Kendra Sharpe $2,500 Trevose, PA, US Scholarship Paid 2021
Alicia Buechner $1,000 Penndel, PA, US Scholarship Paid 2020
Anne Noe $4,000 Langhorne, PA, US Scholarship Paid 2020
Jasmine Caban $5,000 Langhorne, PA, US Scholarship Paid 2020
Joseph Stanford $5,000 Langhorne, PA, US Scholarship Paid 2020
Josephine Bursk $1,000 Langhorne, PA, US Scholarship Paid 2020
Natalie Raven $1,000 Levittown, PA, US Scholarship Paid 2020
Rebecca Raffin $5,000 Levittown, PA, US Scholarship Paid 2020
Alyssa Porter $2,500 Langhorne, PA, US Scholarship Paid 2020
Sophie Huffert $3,000 Langhorne, PA, US Scholarship Paid 2020
Tiffany Corcoran $2,000 Levittown, PA, US Scholarship Paid 2020

Foundations Similar to The Helen Bates Scholarship Fund

Discover 5 foundations with comparable assets ($577,372-$588,040), similar grant patterns, and geographic focus in WI that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 39-2009711 | 237 grants awarded
$584,502
(≈ Similar)
$1,500
median grant
Hartland, WI
Same state
100%
Excellent match

EIN: 39-1601302 | 83 grants awarded
$584,791
(≈ Similar)
$2,000
median grant
Laona, WI
Same state
100%
Excellent match

EIN: 39-6628593 | 112 grants awarded
$587,147
(≈ Similar)
$3,000
median grant
Burlington, WI
Same state
100%
Excellent match

EIN: 41-1637603 | 27 grants awarded
$588,040
(≈ Similar)
$2,250
median grant
Onalaska, WI
Same state
100%
Excellent match

EIN: 30-0097739 | 54 grants awarded
$577,372
(≈ Similar)
$3,000
median grant
Dorchester, WI
Same state
99%
Excellent match

Contact Information

Official contact details for The Helen Bates Scholarship Fund as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 27-7117967
Website N/A
Address 2068 NORFIELD RD Suamico, WI 54173-8455

Key People (2)

Board members, trustees, and key staff who oversee The Helen Bates Scholarship Fund's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Co-trustee Ward Bacon
Co-trustee Esther Wenrich

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for The Helen Bates Scholarship Fund is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.