Joan And Louis Bates Family Foundation | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Joan And Louis Bates Family Foundation. Data shown is extracted from Form 990-PF filings.

EIN: 58-1745901

Foundation Overview

Based in Charlotte, NC, Joan And Louis Bates Family Foundation has awarded 176 grants totaling $378,462 to organizations in Illinois, California and 8 other states across the US. Individual grants range from $75 to $10,700, with a median award of $1,000.

Latest Tax Year
2024
Total Giving (all years)
$378,462
Total Assets
$709,971
Median Grant (all grants)
$1,000

Latest Form 990-PF Snapshot

Total Grants
15
Median Grant
$1,000
% No Significant Change
0% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: March 2026

Foundation Intelligence

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

New Applicant Friendliness
Closed Network: 13%

2 of 15 recipients (13%) were new grantees. Foundation maintains tight relationships with established partners. New applicants rarely succeed without insider connections.

Geographic Focus
North Carolina

Grants are geographically diversified with 38% in North Carolina and funding distributed across 10 total locations. This foundation values broad geographic impact and diverse community partnerships. Within North Carolina, funding concentrates in Greensboro (65%), Charlotte (30%), Chapel Hill (5%).

Funding Trajectory
-29%

Declining funding trend with 29% decrease over 8 years may indicate reduced grant opportunities or shifting foundation priorities. This trajectory suggests more competitive application environment.

Program Areas
Community Projects

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

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Joan And Louis Bates Family Foundation'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
Alzheimers Association - Western Carolina $1,000 Chicago, IL, US Program Support 2024
American Friends Of Magen David Adom $1,000 Los Angeles, CA, US Program Support 2024
Beth David Synagogue $681 Greensboro, NC, US Program Support 2024
Boca Raton Reg Hospital Found $5,000 Boca Raton, FL, US Program Support 2024
Chabad Of Greensboro $5,768 Greensboro, NC, US Program Support 2024
Jewish Fed Of S Palm Beach Cty $5,150 Delray Beach, FL, US Program Support 2024
Nc Hillel $1,023 Chapel Hill, NC, US Program Support 2024
Standwithus $1,000 Los Angeles, CA, US Program Support 2024
Temple Emanuel $670 Greensboro, NC, US Program Support 2024
Temple Israel $697 Charlotte, NC, US Program Support 2024
Us Holocaust Memorial Museum $1,029 Washington, DC, US Program Support 2024
Friends Of The Idf $1,000 New York, NY, US Program Support 2024
Anti-defamation League $1,087 New York, NY, US Program Support 2024
Birthright Israel Foundation $1,031 New York, NY, US Program Support 2024
Grimsley High School $500 Greensboro, NC, US Program Support 2024
Alzheimers Association - Western Carolina $1,000 Chicago, IL, US Program Support 2023
American Friends Of Magen David Adom $7,200 Los Angeles, CA, US Program Support 2023
Beth David Synagogue $638 Greensboro, NC, US Program Support 2023
Boca Raton Reg Hospital Found $5,000 Boca Raton, FL, US Program Support 2023
Chabad Of Greensboro $6,600 Greensboro, NC, US Program Support 2023
Jewish Fed Of S Palm Beach Cty $5,000 Delray Beach, FL, US Program Support 2023
Temple Emanuel $1,470 Greensboro, NC, US Program Support 2023
Temple Israel $826 Charlotte, NC, US Program Support 2023
Us Holocaust Memorial Museum $1,000 Washington, DC, US Program Support 2023
Friends Of The Idf $1,000 New York, NY, US Program Support 2023
The Buoniconti Fund $1,000 Miami, FL, US Program Support 2023
Alzheimers Association - Western Carolina $1,000 Chicago, IL, US Program Support 2023
American Friends Of Magen David Adom $7,200 Los Angeles, CA, US Program Support 2023
Beth David Synagogue $638 Greensboro, NC, US Program Support 2023
Boca Raton Reg Hospital Found $5,000 Boca Raton, FL, US Program Support 2023
Chabad Of Greensboro $6,600 Greensboro, NC, US Program Support 2023
Jewish Fed Of S Palm Beach Cty $5,000 Delray Beach, FL, US Program Support 2023
Temple Emanuel $1,470 Greensboro, NC, US Program Support 2023
Temple Israel $826 Charlotte, NC, US Program Support 2023
Us Holocaust Memorial Museum $1,000 Washington, DC, US Program Support 2023
Friends Of The Idf $1,000 New York, NY, US Program Support 2023
The Buoniconti Fund $1,000 Miami, FL, US Program Support 2023
Alzheimers Association - Western Carolina $1,000 Chicago, IL, US Program Support 2022
Beth David Synagogue $1,012 Greensboro, NC, US Program Support 2022
Birthright Israel Foundation $1,000 New York, NY, US Program Support 2022
Boca Raton Reg Hospital Found $5,000 Boca Raton, FL, US Program Support 2022
Chabad Of Greensboro $360 Greensboro, NC, US Program Support 2022
Community Homes For Adults $1,800 Dallas, TX, US Program Support 2022
Dallas Holocaust Museumctr $1,000 Dallas, TX, US Program Support 2022
Jewish Fed Of S Palm Beach Cty $5,000 Delray Beach, FL, US Program Support 2022
Jewish Services Of Greater Dallas $1,800 Dallas, TX, US Program Support 2022
Nat'l Council Of Jewish Women $500 Dallas, TX, US Program Support 2022
North Texas Food Bank $500 Plano, TX, US Program Support 2022
Standwithus $1,000 Los Angeles, CA, US Program Support 2022
Temple Emanuel $5,281 Greensboro, NC, US Program Support 2022
Temple Israel $575 Charlotte, NC, US Program Support 2022
The Miami Project To Cure Paralysis $1,000 Miami, FL, US Program Support 2022
Us Holocaust Memorial Museum $1,000 Washington, DC, US Program Support 2022
George Snow Scholarship Fund $100 Boca Raton, FL, US Program Support 2022
Congregation Of Temple Sinai $536 South Burlington, VT, US Program Support 2022
Temple Emanuel $600 Greensboro, NC, US Program Support 2022
Temple Israel $400 Charlotte, NC, US Program Support 2022
Chabad Of Greensboro $5,600 Greensboro, NC, US Program Support 2022
Alzheimers Association - Western Carolina $1,000 Chicago, IL, US Program Support 2022
Beth David Synagogue $1,012 Greensboro, NC, US Program Support 2022
Birthright Israel Foundation $1,000 New York, NY, US Program Support 2022
Boca Raton Reg Hospital Found $5,000 Boca Raton, FL, US Program Support 2022
Chabad Of Greensboro $360 Greensboro, NC, US Program Support 2022
Community Homes For Adults $1,800 Dallas, TX, US Program Support 2022
Dallas Holocaust Museumctr $1,000 Dallas, TX, US Program Support 2022
Jewish Fed Of S Palm Beach Cty $5,000 Delray Beach, FL, US Program Support 2022
Jewish Services Of Greater Dallas $1,800 Dallas, TX, US Program Support 2022
Nat'l Council Of Jewish Women $500 Dallas, TX, US Program Support 2022
North Texas Food Bank $500 Plano, TX, US Program Support 2022
Standwithus $1,000 Los Angeles, CA, US Program Support 2022
Temple Emanuel $5,281 Greensboro, NC, US Program Support 2022
Temple Israel $575 Charlotte, NC, US Program Support 2022
The Miami Project To Cure Paralysis $1,000 Miami, FL, US Program Support 2022
Us Holocaust Memorial Museum $1,000 Washington, DC, US Program Support 2022
George Snow Scholarship Fund $100 Boca Raton, FL, US Program Support 2022
Congregation Of Temple Sinai $536 South Burlington, VT, US Program Support 2022
Temple Emanuel $600 Greensboro, NC, US Program Support 2022
Temple Israel $400 Charlotte, NC, US Program Support 2022
Chabad Of Greensboro $5,600 Greensboro, NC, US Program Support 2022
Alzheimers Association - Western Carolina $1,000 Chicago, IL, US Program Support 2022
Beth David Synagogue $1,012 Greensboro, NC, US Program Support 2022
Birthright Israel Foundation $1,000 New York, NY, US Program Support 2022
Boca Raton Reg Hospital Found $5,000 Boca Raton, FL, US Program Support 2022
Chabad Of Greensboro $360 Greensboro, NC, US Program Support 2022
Community Homes For Adults $1,800 Dallas, TX, US Program Support 2022
Dallas Holocaust Museumctr $1,000 Dallas, TX, US Program Support 2022
Jewish Fed Of S Palm Beach Cty $5,000 Delray Beach, FL, US Program Support 2022
Jewish Services Of Greater Dallas $1,800 Dallas, TX, US Program Support 2022
Nat'l Council Of Jewish Women $500 Dallas, TX, US Program Support 2022
North Texas Food Bank $500 Plano, TX, US Program Support 2022
Standwithus $1,000 Los Angeles, CA, US Program Support 2022
Temple Emanuel $5,281 Greensboro, NC, US Program Support 2022
Temple Israel $575 Charlotte, NC, US Program Support 2022
The Miami Project To Cure Paralysis $1,000 Miami, FL, US Program Support 2022
Us Holocaust Memorial Museum $1,000 Washington, DC, US Program Support 2022
George Snow Scholarship Fund $100 Boca Raton, FL, US Program Support 2022
Congregation Of Temple Sinai $536 South Burlington, VT, US Program Support 2022
Temple Emanuel $600 Greensboro, NC, US Program Support 2022
Temple Israel $400 Charlotte, NC, US Program Support 2022
Chabad Of Greensboro $5,600 Greensboro, NC, US Program Support 2022
Alzheimers Association - Western Carolina $1,000 Chicago, IL, US Program Support 2021
American Friends Of Magen David Adom $1,000 Los Angeles, CA, US Program Support 2021
Beth David Synagogue $604 Greensboro, NC, US Program Support 2021
Birthright Israel Foundation $1,000 New York, NY, US Program Support 2021
Boca Raton Reg Hospital Found $5,000 Boca Raton, FL, US Program Support 2021
Chabad Of Greensboro $5,600 Greensboro, NC, US Program Support 2021
Community Homes For Adults $1,800 Dallas, TX, US Program Support 2021
Dallas Holocaust Museumctr $1,000 Dallas, TX, US Program Support 2021
Jewish Fed Of S Palm Beach Cty $5,000 Delray Beach, FL, US Program Support 2021
Jewish Services Of Greater Dallas $1,800 Dallas, TX, US Program Support 2021
Nc Hillel $5,000 Chapel Hill, NC, US Program Support 2021
Nat'l Council Of Jewish Women $500 Dallas, TX, US Program Support 2021
North Texas Food Bank $500 Plano, TX, US Program Support 2021
Standwithus $1,000 Los Angeles, CA, US Program Support 2021
Temple Emanuel $6,181 Greensboro, NC, US Program Support 2021
Temple Israel $940 Charlotte, NC, US Program Support 2021
The Miami Project To Cure Paralysis $1,000 Miami, FL, US Program Support 2021
Us Holocaust Memorial Museum $1,000 Washington, DC, US Program Support 2021
Ahavath Achim Synagogue $5,628 Atlanta, GA, US Program Support 2020
Beth David Synagogue $550 Greensboro, NC, US Program Support 2020
Boca Raton Reg Hospital Found $5,000 Boca Raton, FL, US Program Support 2020
Central Piedmont Cc Fndn $500 Charlotte, NC, US Program Support 2020
Chabad Of Greensboro $5,600 Greensboro, NC, US Program Support 2020
Community Homes For Adults $1,800 Dallas, TX, US Program Support 2020
Dallas Holocaust Museumctr $1,000 Dallas, TX, US Program Support 2020
Jewish Family Services $1,800 Greensboro, NC, US Program Support 2020
Jewish Fed Of S Palm Beach Cty $5,100 Delray Beach, FL, US Program Support 2020
Nc Hillel Foundation $5,000 Chapel Hill, NC, US Program Support 2020
Nat'l Council Of Jewish Women $500 Dallas, TX, US Program Support 2020
North Texas Food Bank $500 Plano, TX, US Program Support 2020
Rutland Jewish Center $1,000 Rutland, VT, US Program Support 2020
St Jude's Children's Research Hospital $1,000 Memphis, TN, US Program Support 2020
Temple Emanuel $5,390 Greensboro, NC, US Program Support 2020
Temple Israel $540 Charlotte, NC, US Program Support 2020
The Family Place $500 Dallas, TX, US Program Support 2020
The Miami Project To Cure Paralysis $1,000 Miami, FL, US Program Support 2020
Us Holocaust Memorial Museum $1,000 Washington, DC, US Program Support 2020
Yahad Hadassah $75 New York, NY, US Program Support 2020
Beth David Synagogue $818 Greensboro, NC, US Program Support 2018
Boca Raton Regional Hospital Foundation $2,500 Boca Raton, FL, US Program Support 2018
Chabad Greensboro $5,600 Greensboro, NC, US Program Support 2018
Community Homes For Adults Inc $1,800 Dallas, TX, US Program Support 2018
Cpcc Foundation Inc $500 Charlotte, NC, US Program Support 2018
Dallas Holocaust Museumcenter $500 Dallas, TX, US Program Support 2018
Jewish Family Services Greensboro Jewish Federation $1,000 Greensboro, NC, US Program Support 2018
Jewish Federation Of South Palm Beach County $5,000 Delray Beach, FL, US Program Support 2018
Levine Jewish Community Center $3,000 Charlotte, NC, US Program Support 2018
National Council Of Jewish Women Inc $500 New York, NY, US Program Support 2018
Rutland Jewish Center $600 Rutland, VT, US Program Support 2018
Temple Emanuel $6,026 Greensboro, NC, US Program Support 2018
Temple Israel $648 Charlotte, NC, US Program Support 2018
The Pap Corps For Cancer Research Inc $175 Deerfield Beach, FL, US Program Support 2018
The Ruach $500 Charlotte, NC, US Program Support 2018
Triad Health Project $250 Greensboro, NC, US Program Support 2018
Ahavath Achim Congregation $2,570 Atlanta, GA, US Program Support 2017
Beth David Synagogue $3,793 Greensboro, NC, US Program Support 2017
Boca Raton Regional Hospital Foundation $2,500 Boca Raton, FL, US Program Support 2017
Chabad Greensboro $10,660 Greensboro, NC, US Program Support 2017
Levine Jewish Community Center $8,000 Charlotte, NC, US Program Support 2017
Rutland Jewish Center $500 Rutland, VT, US Program Support 2017
Jewish Federation Of South Palm Beach County $5,100 Delray Beach, FL, US Program Support 2017
Temple Emanuel $472 Greensboro, NC, US Program Support 2017
Temple Israel $540 Charlotte, NC, US Program Support 2017
The Pap Corps For Cancer Research Inc $375 Deerfield Beach, FL, US Program Support 2017
Yachad Chapter Of Hadassah $200 Delray Beach, FL, US Program Support 2017
Ahavath Achim Congregation $3,070 Atlanta, GA, US Program Support 2016
Spring Lake Ranch $1,000 Cuttingsville, VT, US Program Support 2016
Beth David Synagogue $6,826 Greensboro, NC, US Program Support 2016
Chabad Greensboro $10,700 Greensboro, NC, US Program Support 2016
The Pap Corps For Cancer Research Inc $110 Deerfield Beach, FL, US Program Support 2016
Rutland Jewish Center $500 Rutland, VT, US Program Support 2016
Temple Israel $2,250 Charlotte, NC, US Program Support 2016
Temple Emanuel $2,100 Greensboro, NC, US Program Support 2016
Yachad Chapter Of Hadassah $75 Delray Beach, FL, US Program Support 2016
Boca Raton Regional Hospital Foundation $10,000 Boca Raton, FL, US Program Support 2016
Levine Jewish Community Center $1,000 Charlotte, NC, US Program Support 2016

Foundations Similar to Joan And Louis Bates Family Foundation

Discover 5 foundations with comparable assets ($708,510-$729,166), similar grant patterns, and geographic focus in NC 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: 56-2094126 | 35 grants awarded
$708,510
(≈ Similar)
$1,000
median grant
Durham, NC
Same state
100%
Excellent match

EIN: 26-1455441 | 133 grants awarded
$711,451
(≈ Similar)
$2,000
median grant
Vale, NC
Same state
100%
Excellent match

EIN: 56-2075719 | 185 grants awarded
$713,344
(≈ Similar)
$1,000
median grant
Greensboro, NC
Same state
100%
Excellent match

EIN: 58-6032601 | 195 grants awarded
$728,373
(≈ Similar)
$1,000
median grant
Edenton, NC
Same state
99%
Excellent match

EIN: 20-2057552 | 41 grants awarded
$729,166
(≈ Similar)
$1,000
median grant
Goldsboro, NC
Same state
99%
Excellent match

Contact Information

Official contact details for Joan And Louis Bates Family Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 58-1745901
Website N/A
Address 5431 DUNEDIN LANE Charlotte, NC 28270-0000

Key People (2)

Board members, trustees, and key staff who oversee Joan And Louis Bates Family Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Vice-president/secretary Laurence A Bates
President/treasurer Joan W Bates

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 Joan And Louis Bates Family Foundation 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 March 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.