Nonprofit · EIN 54-1752985
BERNIE L BATES FOUNDATION INC
Tax-exempt · ALEXANDRIA, VA 22315
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $193,734 | $191,255 | $2,479 | $510,887 | $41,647 | $469,240 |
| December 31, 2024 | 990 (amended) | $204,970 | $172,635 | $32,335 | $444,245 | $43,447 | $400,798 |
| December 31, 2023 | 990 (amended) | $156,496 | $123,102 | $33,394 | $451,195 | $130,000 | $321,195 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $179,158
- Program service revenue
- $0
- Investment income
- $14,576
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $177,573
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $209
- Program services (functional)
- $177,573
- Management and general (functional)
- $13,473
- Fundraising (functional)
- $209
Balance sheet and other
- Total assets, start of year
- $444,245
- Total assets, end of year
- $510,887
- Total liabilities, end of year
- $41,647
- Net assets, end of year
- $469,240
- Net assets without donor restrictions
- $469,240
- Gross receipts
- $193,734
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1995
- State of legal domicile
- VA
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 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Marvin Chisolm | President Trustee or director, Officer | 4 | $0 |
| Hector Sheppard Jr | Vice President Trustee or director, Officer | 4 | $0 |
| W J Williams Jr | Secretary Trustee or director, Officer | 4 | $0 |
| Jeffrey L Owens | Treasurer Trustee or director, Officer | 4 | $0 |
| Kenneth M Younger | Assistant Secretary Trustee or director, Officer | 4 | $0 |
| Kerry Bell | Assistant Treasurer Trustee or director, Officer | 4 | $0 |
| Jerome W Haggins | Director Trustee or director | 3 | $0 |
| Antonio Coleman | Director Trustee or director | 3 | $0 |
| Myron B McDaniels | Director Trustee or director | 3 | $0 |
| Maurice A Cogdell | Director Trustee or director | 3 | $0 |
| Kerry Britt | Director Trustee or director | 3 | $0 |
| Ray A Buckner | Director Trustee or director | 3 | $0 |
| Farrell J Duncombe II | Director Trustee or director | 3 | $0 |
| James W Cherry | Director Trustee or director | 3 | $0 |
| Emanuel Carter | Director Trustee or director | 3 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Bradford M Caldwell | Director Trustee or director | 3 | $0 |
| Richard G Morris | Director Trustee or director | 3 | $0 |
| Norris Middleton | Director Trustee or director | 3 | $0 |
990 for the year ended December 31, 2024: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Marvin Chisolm | President Trustee or director, Officer | 4 | $0 |
| Hector Sheppard Jr | Vice President Trustee or director, Officer | 4 | $0 |
| Kenneth M Younger | Secretary Trustee or director, Officer | 4 | $0 |
| Jeffrey L Owens | Treasurer Trustee or director, Officer | 4 | $0 |
| Kerry Bell | Assistant Treasurer Trustee or director, Officer | 4 | $0 |
| Bradford M Caldwell | Assistant Secretary Trustee or director, Officer | 4 | $0 |
| Jerome W Haggins | Director Trustee or director | 3 | $0 |
| Antonio Coleman | Director Trustee or director | 3 | $0 |
| Myron B McDaniels | Director Trustee or director | 3 | $0 |
| Maurice A Cogdell | Director Trustee or director | 3 | $0 |
| Richard G Morris | Director Trustee or director | 3 | $0 |
| Ray A Buckner | Director Trustee or director | 3 | $0 |
| Farrell J Duncombe II | Director Trustee or director | 3 | $0 |
| James W Cherry | Director Trustee or director | 3 | $0 |
| Chester B Keller | Director Trustee or director | 3 | $0 |
990 for the year ended December 31, 2023: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Marvin Chisolm | President Trustee or director, Officer | 4 | $0 |
| Hector Sheppard Jr | Vice President Trustee or director, Officer | 4 | $0 |
| Kenneth M Younger | Secretary Trustee or director, Officer | 6 | $0 |
| Jeffrey L Owens | Treasurer Trustee or director, Officer | 6 | $0 |
| Kerry Bell | Assistant Treasurer Trustee or director, Officer | 4 | $0 |
| Bradford M Caldwell | Assistant Secretary Trustee or director, Officer | 4 | $0 |
| Jerome W Haggins | Director Trustee or director | 3 | $0 |
| Antonio Coleman | Director Trustee or director | 3 | $0 |
| Myron B McDaniels | Director Trustee or director | 3 | $0 |
| Norris C Middleton | Director Trustee or director | 3 | $0 |
| Richard G Morris | Director Trustee or director | 3 | $0 |
| Ray A Buckner | Director Trustee or director | 3 | $0 |
| Mario T Powell | Director Trustee or director | 3 | $0 |
| James W Cherry | Director Trustee or director | 3 | $0 |
| Chester W Keller | Director Trustee or director | 3 | $0 |
Address and contacts
- Address (IRS master file)
- 5900 BARCLAY DR UNIT 150653, ALEXANDRIA, VA 22315-8029
- In care of
- % JERRY A HUBBARD
- Mailing address (990-N for 2020)
- PO BOX 150653, ALEXANDRIA VA 22315
- Principal officer (990 for 2025)
- Marvin Chisolm, 5900 Barclay Drive, Number 150653, Alexandria, VA 22315
- Principal officer (990-N for 2020)
- Jeffrey Owens, 6315 Thetford Place, Port Tobacco MD 20677
- Signed the 990
- Jeffrey Owens, Treasurer
- Phone
- (703) 801-7091
- Website
- www.blbinc.org
Mission
The Bernie L Bates Foundation, Inc. shall award scholarships to college students and college-bound students. The Foundation shall provide support to the less fortunate by assisting to feed, clothe, house, and educate them. The Foundation will support food banks and other helping facilities in the community. The Foundation shall assist in community activities such as talent enrichment and college preparation programs. The Foundation shall seek out opportunities to support and mentor our youth in the community.
Program accomplishments
- Scholarship Recipients: Samson Boyd-North Carolina A&T State University-$5,000; Daniel Purvis-University of North Carolina(Chapel Hill)-$5,000; Evan Kinsel-Morehouse College & Georgia Tech-$2,500; Sean Cranford-Swarthmore College-$1,750; Christopher Ludd-Virginia Commonwealth University-$1,500; Winston Matthews-University of British Columbia-$1,500; Almirah Racine-Purdue University-$1,500; Zayin Taylor-Spelman College-$1,500; Grant McIntosh-Colby College-$1,500; IsabellaFloyd-Old Dominion University-$1,750; Noah Isirimah-International High School Essay Contest-$500Expenses $24,000 · revenue $24,000
- Social Action and Community Support: Reading for Success-$380; Community Recognition-$1,350; Fairfax County Foster Care-ManUp Mentoring Program-Thanksgiving Christmas Donations-$3,470; Student Awards Program-$5,559; Privilege Award-$9,023; George Mason University Foundation-$1,000Expenses $20,782 · revenue $20,782
- None0
- Other Program Services - Expenses $132,791: Achievement Week-$26,356; New Year's Eve-$47,450; Golf Classic-$11,171; CFC-$209; Sweetheart Affair-$3,850; Crab Feast-$11,656; Super Bowl Raffle-$6,977; Other-$19,122Expenses $132,791 · revenue $134,376
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 54-1752985
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2001
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $510,887
- Income (IRS master file)
- $193,734
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $193,734 | $191,255 | $510,887 | IRS |
| 990 | December 2024 | $204,970 | $172,635 | $444,245 | XML |
| 990 | December 2023 | $156,496 | $123,102 | $451,195 | XML |
| 990 | December 2022 | $130,959 | $146,537 | $424,377 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-N for 2020 Officer: Jeffrey Owens | December 31, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990 | December 2020 | – | – | – | 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 54-1752985).
Questions about BERNIE L BATES FOUNDATION INC
- What is the EIN of BERNIE L BATES FOUNDATION INC?
- The employer identification number (EIN) of BERNIE L BATES FOUNDATION INC is 54-1752985.
- Is BERNIE L BATES FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to BERNIE L BATES FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BERNIE L BATES FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BERNIE L BATES FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BERNIE L BATES FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of BERNIE L BATES FOUNDATION INC?
- The 990 for the year ended December 31, 2025 names Marvin Chisolm.
- Who are the officers and directors of BERNIE L BATES FOUNDATION INC?
- The 990 for the year ended December 31, 2025 lists 18 people; 0 received compensation from the organization.
- How much revenue does BERNIE L BATES FOUNDATION INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $193,734, expenses of $191,255 and total assets of $510,887 at year end.
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