Civic Intelligence

The Harold H Bate Foundation Inc

990PF • Fiscal year 2019 • EIN 56-2121302

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 13, 2020

Organization Profile
PO Box 14298New Bern, NC 28561

(252) 638-1998

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

Higher debt load relative to assets than 56% of similar nonprofits.

2019 filings • NTEE T • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2019 filings • NTEE T • $25M-$50M nonprofits • Source year 2019

Net Margin

35th percentile

-8.5%

Higher net margin than 35% of similar nonprofits.

2019 filings • NTEE T • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

57th percentile

$10,000

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2019 filings • NTEE T • $25M-$50M nonprofits • Source year 2019

Asset Growth

34th percentile

-0.6%

Faster asset growth than 34% of similar nonprofits.

2019 filings • NTEE T • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

63rd percentile

34%

Faster revenue growth than 63% of similar nonprofits.

2019 filings • NTEE T • $25M-$50M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$27,791,694

Down $157,131 (-0.6%) from 2018

Net Assets

Down

$27,790,239

Down $147,111 (-0.5%) from 2018

Liabilities

Down

$1,455

Down $10,020 (-87%) from 2018

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin35th percentile

Revenue

Up

$1,733,917

Up $435,550 (+34%) from 2018

Expenses

Down

$1,881,028

Down $97,522 (-4.9%) from 2018

Net Income

Up

-$147,111

Up $533,072 (+78%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40M$30M$20M$10M$0Assets 2011: $30,883,845Liabilities 2011: $1,3142011Assets 2012: $30,272,206Liabilities 2012: $1,3142012Assets 2013: $29,853,088Liabilities 2013: $14,395Net Assets 2013: $29,838,6932013Assets 2014: $30,803,844Liabilities 2014: $66,010Net Assets 2014: $30,737,8342014Assets 2015: $29,866,368Liabilities 2015: $51,520Net Assets 2015: $29,814,8482015Assets 2016: $28,426,321Liabilities 2016: $138,902Net Assets 2016: $28,287,4192016Assets 2017: $28,657,852Liabilities 2017: $40,319Net Assets 2017: $28,617,5332017Assets 2018: $27,948,825Liabilities 2018: $11,475Net Assets 2018: $27,937,3502018Assets 2019: $27,791,694Liabilities 2019: $1,455Net Assets 2019: $27,790,2392019Assets 2020: $27,129,927Liabilities 2020: $2,191Net Assets 2020: $27,127,7362020Assets 2021: $28,370,116Liabilities 2021: $2,185Net Assets 2021: $28,367,9312021Assets 2022: $27,250,641Liabilities 2022: $2,631Net Assets 2022: $27,248,0102022Assets 2023: $25,765,281Liabilities 2023: $3,435Net Assets 2023: $25,761,8462023Assets 2024: $25,561,959Liabilities 2024: $0Net Assets 2024: $25,561,9592024

Highlighted filing

2019

Assets$27,791,694
Liabilities$1,455
Net Assets$27,790,239
Open 2019 Filing

Operations Trend

Revenue Growth63rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$2.0M$0-$2.0MRevenue 2011: $1,345,490Expenses 2011: $1,782,947Net Income 2011: -$437,4572011Revenue 2012: $1,032,299Expenses 2012: $1,643,938Net Income 2012: -$611,6392012Revenue 2013: $1,550,530Expenses 2013: $1,982,729Net Income 2013: -$432,1992013Revenue 2014: $2,730,695Expenses 2014: $1,831,554Net Income 2014: $899,1412014Revenue 2015: $1,048,403Expenses 2015: $1,971,389Net Income 2015: -$922,9862015Revenue 2016: $451,680Expenses 2016: $1,979,109Net Income 2016: -$1,527,4292016Revenue 2017: $2,288,210Expenses 2017: $1,958,096Net Income 2017: $330,1142017Revenue 2018: $1,298,367Expenses 2018: $1,978,550Net Income 2018: -$680,1832018Revenue 2019: $1,733,917Expenses 2019: $1,881,028Net Income 2019: -$147,1112019Revenue 2020: $1,235,547Expenses 2020: $1,898,050Net Income 2020: -$662,5032020Revenue 2021: $3,446,058Expenses 2021: $2,205,863Net Income 2021: $1,240,1952021Revenue 2022: $822,983Expenses 2022: $1,942,904Net Income 2022: -$1,119,9212022Revenue 2023: $1,247,023Expenses 2023: $2,733,187Net Income 2023: -$1,486,1642023Revenue 2024: $1,812,458Expenses 2024: $2,012,345Net Income 2024: -$199,8872024

Highlighted filing

2019

Revenue$1,733,917
Expenses$1,881,028
Net Income-$147,111
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 13, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONALD BRINKLEYBoard MemberPT$10,000-$10,000
GARY BALDREE SRBoard Member-$9,000-$9,000
ROBERT MATTOCKSBoard Member-$9,000-$9,000
MARVIN MULLINIXBoard Member-$9,000-$9,000
SILAS SEYMOURBoard Member-$9,000-$9,000
Filing and Contact Details

Filer

Filer Name
The Harold H Bate Foundation Inc
EIN
56-2121302
Phone
2526381998
Address
PO BOX 14298, NEW BERN, NC 28561

Signing Officer

Name
Don Brinkley
Title
Board Member
Phone
2526381998
Signed
2020-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Williams Scarborough Gray Llp
Address
PO BOX 14008, NEW BERN, NC 28561-4008
Preparer
W Randall Gray CPA
Phone
2526384000
Raw XML AppendixShowing 400 of 1,043 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt029148
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt029148
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt029148
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt019352
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt09805
IRS990PF/FMVAssetsEOYAmt032302162
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0146498
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0140645
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0140645
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt026374904
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt025880118
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt030390586
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt087995
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0333919
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0254125
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0245924
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0245924
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt049212
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt037818
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt037818
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt011475
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt01455
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt027937350
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt027790239
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01124086
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01487189
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01487189
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt027948825
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt027791694
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt032302162
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt011475
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt01455
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt027948825
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt027791694
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt027937350
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt027790239
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt030490787
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01656066
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt028834721
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0457362
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01501671
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt030033425
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt030490787
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt050937
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt07460
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0JOYCE HENDRICKS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0OPERATIONS DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt0PO BOX 14298
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0NEW BERN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd028561
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0MORGAN STANLEY FINANCIAL ADVISORS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0135685
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0100 EUROPA DRIVE STE 201
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0CHAPEL HILL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd027517
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt16.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt09000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt110000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt29000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt39000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt49000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0GARY BALDREE SR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DONALD BRINKLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ROBERT MATTOCKS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MARVIN MULLINIX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4SILAS SEYMOUR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0BOARD MEMBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1BOARD MEMBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2BOARD MEMBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3BOARD MEMBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4BOARD MEMBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 14298
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 14298
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 14298
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO BOX 14298
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4PO BOX 14298
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEW BERN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NEW BERN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2NEW BERN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3NEW BERN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4NEW BERN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd028561
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd128561
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd228561
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd328561
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd428561
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt01690401
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt01704975
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01759173
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt01663189
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt01804663
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt01755592
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt01579934
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.056284
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.057475
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.054354
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.062031
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.057193
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.050368
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt014574
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt030033425
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt030607869
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt030599407
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt029092999
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt030696081
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt031367897
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt01668136
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.281421
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01668136
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01668136
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01668136
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt011A
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0RECOVERY OF MONIES PREVIOUSLY GRANTED BY ORGANIZATION
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0WILLIAMS SCARBOROUGH GRAY LLP
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02131 S GLENBURNIE RD STE 3
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW BERN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd028562
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02526384000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.BATEFOUNDATION.ORG
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0GRANT APPLICATION (FOUR PAGES) EXECUTIVE SUMMARY COPY OF IRS TAX EXEMPTION LETTER COPY OF RECENT FINANCIAL STATEMENTS AND REPORTS COPY OF RECENT FORM 990 COPY OF BUDGET FOR THE PERIOD WHICH INCLUDES THE PROPOSED PROJECT/PROGRAM FUNDED BY GRANT REQUEST LIST OF BOARD MEMBERS AND STAFF MEMBERS OF THE GRANT APPLICANT ORGANIZATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0THE HAROLD H BATE FOUNDATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02526381998
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 14298
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0NEW BERN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd028561
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0GRANT APPLICATIONS MUST APPLY FOR PROGRAMS OR CAPITAL PROJECTS THAT SERVE THE RESIDENTS OF CRAVEN, PAMLICO AND JONES COUNTIES OR BE CONNECTED WITH EAST CAROLINA UNIVERSITY IN SERVING EASTERN NORTH CAROLINA.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0MAY 15 AND OCTOBER 1 OF EACH YEAR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt012500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,791,694
Liabilities
$1,455
Net assets
$27,790,239
Revenue
$1,733,917
Expenses
$1,881,028
Net income
-$147,111
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.6$0.00$25.6$1.81$2.01$0.20
2023Detailed filing. Detailed filing data is available for this year.$25.8$0.00$25.8$1.25$2.73$1.49
2022Detailed filing. Detailed filing data is available for this year.$27.3$0.00$27.2$0.82$1.94$1.12
2021Detailed filing. Detailed filing data is available for this year.$28.4$0.00$28.4$3.45$2.21$1.24
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.1$0.00$27.1$1.24$1.90$0.66
2019Detailed filing. Detailed filing data is available for this year.$27.8$0.00$27.8$1.73$1.88$0.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.9$0.01$27.9$1.30$1.98$0.68
2017Detailed filing. Detailed filing data is available for this year.$28.7$0.04$28.6$2.29$1.96$0.33
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.4$0.14$28.3$0.45$1.98$1.53
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.9$0.05$29.8$1.05$1.97$0.92
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.8$0.07$30.7$2.73$1.83$0.90
2013Detailed filing. Detailed filing data is available for this year.$29.9$0.01$29.8$1.55$1.98$0.43
2012Summary only. Only limited summary data is available for this year.$30.3$0.00$1.03$1.64$0.61
2011Summary only. Only limited summary data is available for this year.$30.9$0.00$1.35$1.78$0.44