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Bateman Jim S 4 Tr

  • Brooklyn, OH
  • Tax-exempt since Sept. 2017
  • EIN: 81-2609777

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
$175k (2024)

Expenses
$134k (2024)

Total Assets
$1.95M (2024)

Total Liabilities
$0 (2024)

Years with missing data
Source: Form 990 tax filings from 2015 to 2024

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.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$175,106
Expenses
$133,576
Net Income
$41,530
Net Assets
$1,947,966
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $65,082
37.2%
Sales of Assets $110,024
62.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $109,931
82.3%
Compensation of Officers* $28,798
21.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,947,966
Total Liabilities $0
Net Assets $1,947,966
Compensation
Key Employees and Officers Compensation Other
Keybank N A (Trustee) $28,798 $0

Document Links

990-PF
Filed on May 2, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$131,295
Expenses
$110,757
Net Income
$20,538
Net Assets
$1,907,812
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $63,551
48.4%
Sales of Assets $67,741
51.6%
Other Income $3
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $89,708
81.0%
Compensation of Officers* $22,155
20.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,907,812
Total Liabilities $0
Net Assets $1,907,812
Compensation
Key Employees and Officers Compensation Other
Keybank Na (Trustee) $22,155 $0

Document Links

990-PF
Filed on May 5, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$159,648
Expenses
$136,906
Net Income
$22,742
Net Assets
$1,887,341
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $49,279
30.9%
Sales of Assets $110,369
69.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $119,082
87.0%
Compensation of Officers* $22,835
16.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,887,341
Total Liabilities $0
Net Assets $1,887,341
Compensation
Key Employees and Officers Compensation Other
Keybank Na (Trustee) $22,835 $0

Document Links

990-PF
Filed on May 8, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$119,023
Expenses
$121,529
Net Income
-$2,506
Net Assets
$1,865,141
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $43,221
36.3%
Sales of Assets $75,081
63.1%
Other Income $721
0.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $102,336
84.2%
Compensation of Officers* $24,952
20.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,865,141
Total Liabilities $0
Net Assets $1,865,141
Compensation
Key Employees and Officers Compensation Other
Keybank Na (Trustee) $24,952 $0

Document Links

990-PF
Filed on April 26, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$122,964
Expenses
$119,072
Net Income
$3,892
Net Assets
$1,868,321
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $47,398
38.5%
Sales of Assets $75,566
61.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $95,343
80.1%
Compensation of Officers* $24,063
20.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,868,322
Total Liabilities $1
Net Assets $1,868,321
Compensation
Key Employees and Officers Compensation Other
Keybank Na (Trustee) $24,063 $0

Document Links

990-PF
Filed on May 3, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$160,377
Expenses
$107,710
Net Income
$52,667
Net Assets
$1,864,764
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $43,497
27.1%
Sales of Assets $116,880
72.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $89,050
82.7%
Compensation of Officers* $21,998
20.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,864,765
Total Liabilities $1
Net Assets $1,864,764
Compensation
Key Employees and Officers Compensation Other
Keybank N A (Trustee) $21,998 $0

Document Links

990-PF
Filed on May 28, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

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

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
PDF (2 of 2)

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

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
PDF (2 of 3) PDF (3 of 3)

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,987,950
Expenses
$108,831
Net Income
$1,879,119
Net Assets
$1,879,120
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,984,093
99.8%
Interest Revenue $0
Dividends $41,518
2.1%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $96,870
89.0%
Compensation of Officers* $9,194
8.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,879,120
Total Liabilities $0
Net Assets $1,879,120

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is 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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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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