Nonprofit · EIN 27-4827176
JOHN A AND CHARLOTTE G YATES LEGACY FOUNDATION
Tax-exempt · ARTESIA, NM 88211
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $1,240,496 | $1,092,368 | $148,128 | $20,660,151 | $0 | $20,660,151 |
| December 31, 2023 | 990-PF | $15,379,402 | $333,864 | $15,045,538 | $20,518,669 | $0 | $20,518,669 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $846,226
- Net gain from sales of assets
- $115,111
- Other income
- $279,159
Expenses
- Grants and similar amounts paid
- $874,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $913,001
- Excise tax on investment income
- $15,024
Balance sheet and other
- Total assets, start of year
- $20,518,669
- Total assets, end of year
- $20,660,151
- Total liabilities, end of year
- $0
- Net assets, end of year
- $20,660,151
- Fair market value of assets
- $22,294,836
- Qualifying distributions
- $913,001
- Net investment income
- $1,240,496
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARLOTTE G YATES PO BOX 100, ARTESIA, NM 882110100 | VICE PRESIDENT | 0 | $0 |
| JOHN D PERINI PO BOX 100, ARTESIA, NM 882110100 | VICE PRESIDENT | 0 | $0 |
| JIMMY NAYLOR PO BOX 100, ARTESIA, NM 882110100 | VICE PRESIDENT | 0 | $0 |
| MELINDA WEAST PO BOX 100, ARTESIA, NM 882110100 | SECRETARY/TREASURER | 0 | $0 |
| YVONNE PALMER PO BOX 100, ARTESIA, NM 882110100 | PRESIDENT, CEO | 0 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARLOTTE G YATES PO BOX 100, ARTESIA, NM 882110100 | VICE PRESIDENT | 0 | $0 |
| JOHN D PERINI PO BOX 100, ARTESIA, NM 882110100 | VICE PRESIDENT | 0 | $0 |
| JIMMY NAYLOR PO BOX 100, ARTESIA, NM 882110100 | VICE PRESIDENT | 0 | $0 |
| MELINDA WEAST PO BOX 100, ARTESIA, NM 882110100 | SECRETARY/TREASURER | 0 | $0 |
| MICHELLE C GARZA PO BOX 100, ARTESIA, NM 882110100 | PRESIDENT, CEO | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 100, ARTESIA, NM 88211-0100
- In care of
- % JOHN A YATES SR
- Signed the 990-PF
- JIMMY NAYLOR, PRESIDENT/CEO/TRUSTEE
- Phone
- (575) 520-9145
- Return prepared by
- SPROLES WOODARD LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 27-4827176
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2011
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $20,660,151
- Income (IRS master file)
- $1,243,490
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $1,240,496 | $1,092,368 | $20,660,151 | XML |
| 990-PF | December 2023 | $15,379,402 | $333,864 | $20,518,669 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-4827176).
Questions about JOHN A AND CHARLOTTE G YATES LEGACY FOUNDATION
- What is the EIN of JOHN A AND CHARLOTTE G YATES LEGACY FOUNDATION?
- The employer identification number (EIN) of JOHN A AND CHARLOTTE G YATES LEGACY FOUNDATION is 27-4827176.
- Is JOHN A AND CHARLOTTE G YATES LEGACY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to JOHN A AND CHARLOTTE G YATES LEGACY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOHN A AND CHARLOTTE G YATES LEGACY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOHN A AND CHARLOTTE G YATES LEGACY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOHN A AND CHARLOTTE G YATES LEGACY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of JOHN A AND CHARLOTTE G YATES LEGACY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does JOHN A AND CHARLOTTE G YATES LEGACY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,240,496, expenses of $1,092,368 and total assets of $20,660,151 at year end.
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