Nonprofit · EIN 56-2121302
HAROLD H BATE FOUNDATION INC
Also known as BALL DENNIS W
Tax-exempt · NEW BERN, NC 28561
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $1,812,458 | $2,012,345 | -$199,887 | $25,561,959 | $0 | $25,561,959 |
| December 31, 2023 | 990-PF | $1,247,023 | $2,733,187 | -$1,486,164 | $25,765,281 | $3,435 | $25,761,846 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $630,911
- Interest
- $61,084
- Net gain from sales of assets
- $1,119,636
- Other income
- $827
Expenses
- Grants and similar amounts paid
- $1,909,052
- Compensation of officers, directors and key employees
- $87,250
- Disbursements for charitable purposes
- $1,983,488
- Excise tax on investment income
- $22,042
Balance sheet and other
- Total assets, start of year
- $25,765,281
- Total assets, end of year
- $25,561,959
- Total liabilities, end of year
- $0
- Net assets, end of year
- $25,561,959
- Fair market value of assets
- $33,064,468
- Qualifying distributions
- $1,983,488
- Net investment income
- $1,812,458
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 |
|---|---|---|---|
| DONALD BRINKLEY PO BOX 14298, NEW BERN, NC 28561 | BOARD MEMBER | 6 | $46,000 |
| GARY BALDREE SR PO BOX 14298, NEW BERN, NC 28561 | BOARD MEMBER | 3 | $8,250 |
| ROBERT MATTOCKS PO BOX 14298, NEW BERN, NC 28561 | BOARD MEMBER | 3 | $8,250 |
| MARVIN MULLINIX PO BOX 14298, NEW BERN, NC 28561 | BOARD MEMBER | 3 | $8,250 |
| SILAS SEYMOUR PO BOX 14298, NEW BERN, NC 28561 | BOARD MEMBER | 3 | $8,250 |
| DAVID HINSON JR PO BOX 14298, NEW BERN, NC 28561 | BOARD MEMBER | 3 | $8,250 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DONALD BRINKLEY PO BOX 14298, NEW BERN, NC 28561 | BOARD MEMBER | 6 | $46,000 |
| GARY BALDREE SR PO BOX 14298, NEW BERN, NC 28561 | BOARD MEMBER | 3 | $9,750 |
| ROBERT MATTOCKS PO BOX 14298, NEW BERN, NC 28561 | BOARD MEMBER | 3 | $9,750 |
| MARVIN MULLINIX PO BOX 14298, NEW BERN, NC 28561 | BOARD MEMBER | 3 | $9,750 |
| SILAS SEYMOUR PO BOX 14298, NEW BERN, NC 28561 | BOARD MEMBER | 3 | $9,750 |
| DAVID HINSON JR PO BOX 14298, NEW BERN, NC 28561 | BOARD MEMBER | 3 | $9,750 |
Address and contacts
- Address (IRS master file)
- PO BOX 14298, NEW BERN, NC 28561-4298
- In care of
- % DENNIS W BALL
- Signed the 990-PF
- DON BRINKLEY, BOARD MEMBER
- Phone
- (252) 638-1998
- Website
- WWW.BATEFOUNDATION.ORG
- Return prepared by
- WILLIAMS SCARBOROUGH GRAY 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
- 56-2121302
- 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
- 1999
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $25,561,959
- Income (IRS master file)
- $16,426,100
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $1,812,458 | $2,012,345 | $25,561,959 | XML |
| 990-PF | December 2023 | $1,247,023 | $2,733,187 | $25,765,281 | 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 56-2121302).
Questions about HAROLD H BATE FOUNDATION INC
- What is the EIN of HAROLD H BATE FOUNDATION INC?
- The employer identification number (EIN) of HAROLD H BATE FOUNDATION INC is 56-2121302.
- Is HAROLD H BATE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to HAROLD H BATE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HAROLD H BATE FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HAROLD H BATE FOUNDATION INC 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 HAROLD H BATE FOUNDATION INC 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 HAROLD H BATE FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 6 people; 6 received compensation from the organization, the highest $46,000 (DONALD BRINKLEY, BOARD MEMBER).
- How much revenue does HAROLD H BATE FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,812,458, expenses of $2,012,345 and total assets of $25,561,959 at year end.
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All nonprofits in NEW BERN · North Carolina · Philanthropy, voluntarism and grantmaking foundations