The Helen Bates Scholarship Fund
SUAMICO, WI EIN: 27-7117967
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$496K
+6.0% YoY
Annual Giving
$35K
+6.9% YoY
Grant Count
12
+9.1% YoY
Avg Grant Size
$3K
-2.0% YoY
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Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $496,495 | $468,439 | $367,803 |
| Revenue | $110,456 | $168,801 | $169,000 |
| Expenses | $82,400 | $68,165 | $90,261 |
| Qualifying Distributions | $34,875 | $32,625 | $32,000 |
| Net Investment Income | $64,805 | $134,804 | $110,974 |
| Distributable Amount | $25,277 | $27,399 | $23,751 |
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does The Helen Bates Scholarship Fund fund?
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Key People
Officers and directors from IRS filings
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| WARD BACON | TRUSTEE | 1 | — |
Geographic Focus
Where this funder has awarded grants
States
Cities
FeastervilleLanghorneLevittownPenndelTrevose
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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