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Arthur E & Roberta M Yates Charitable Foundation Tr

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn’t provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$193k (2022)

Expenses
$556k (2022)

Total Assets
$8.42M (2022)

Total Liabilities
$0 (2022)

Years with missing data
Source: Form 990 tax filings from 2011 to 2022

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$192,953
Expenses
$555,596
Net Income
-$362,643
Net Assets
$8,419,785
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $208,336
> 100%
Sales of Assets -$15,383
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $489,120
88.0%
Compensation of Officers* $72,222
13.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $8,419,785
Total Liabilities $0
Net Assets $8,419,785
Compensation
Key Employees and Officers Compensation Other
Regions Bank Trust Dept (Trustee) $72,222 $0
Joseph Dana (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$596,761
Expenses
$534,222
Net Income
$62,539
Net Assets
$8,782,038
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $187,511
31.4%
Sales of Assets $409,250
68.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $461,106
86.3%
Compensation of Officers* $75,570
14.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $8,782,038
Total Liabilities $0
Net Assets $8,782,038
Compensation
Key Employees and Officers Compensation Other
Regions Bank Trust Dept (Trustee) $75,570 $0
Joseph Dana (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$321,263
Expenses
$511,101
Net Income
-$189,838
Net Assets
$8,718,636
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $205,217
63.9%
Sales of Assets $115,691
36.0%
Other Income $355
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $443,753
86.8%
Compensation of Officers* $66,524
13.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $8,718,637
Total Liabilities $1
Net Assets $8,718,636
Compensation
Key Employees and Officers Compensation Other
Regions Bank (Trustee) $66,524 $0
Joseph Dana (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$952,824
Expenses
$529,857
Net Income
$422,967
Net Assets
$8,904,717
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $262,117
27.5%
Sales of Assets $690,236
72.4%
Other Income $471
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $459,092
86.6%
Compensation of Officers* $66,278
12.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $8,904,718
Total Liabilities $1
Net Assets $8,904,717
Compensation
Key Employees and Officers Compensation Other
Regions Bank (Trustee) $66,278 $0
Joseph Dana (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2018

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2017

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$258,981
Expenses
$402,279
Net Income
-$143,298
Net Assets
$5,240,381
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $15
0.0%
Dividends $210,868
81.4%
Sales of Assets $48,098
18.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $350,481
87.1%
Compensation of Officers* $46,088
11.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,240,381
Total Liabilities $0
Net Assets $5,240,381

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$559,045
Expenses
$455,539
Net Income
$103,506
Net Assets
$5,398,702
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $24
0.0%
Dividends $218,276
39.0%
Sales of Assets $340,745
61.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $366,383
80.4%
Compensation of Officers* $47,387
10.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,398,702
Total Liabilities $0
Net Assets $5,398,702

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$296,601
Expenses
$375,777
Net Income
-$79,176
Net Assets
$5,312,509
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $48
0.0%
Dividends $207,978
70.1%
Sales of Assets $88,495
29.8%
Other Income $80
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $335,933
89.4%
Compensation of Officers* $48,105
12.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,312,509
Total Liabilities $0
Net Assets $5,312,509

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$315,196
Expenses
$47,048
Net Income
$268,148
Net Assets
$5,383,931
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $63
0.0%
Dividends $218,641
69.4%
Sales of Assets $93,631
29.7%
Other Income $2,861
0.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,146
19.4%
Compensation of Officers* $45,728
97.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,383,931
Total Liabilities $0
Net Assets $5,383,931

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$262,202
Expenses
$208,681
Net Income
$53,521
Net Assets
$5,114,933
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $91
0.0%
Dividends $196,379
74.9%
Sales of Assets $65,732
25.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $166,846
80.0%
Compensation of Officers* $44,009
21.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,114,933
Total Liabilities $0
Net Assets $5,114,933

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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