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Also known as: C/O STEPHEN K GELLMAN
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Anne And Rollin Bates Foundation Inc. is a private corporation based in HARTFORD, CT. The foundation received its IRS ruling in 2019. The principal officer is Stephen K Gellman. It holds total assets of $8.4M. Annual income is reported at $3.9M. The foundation is governed by 4 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. Tax records are available from 2020 to 2023. Grantmaking is concentrated in Connecticut. According to available records, Anne And Rollin Bates Foundation Inc. has made 59 grants totaling $2.4M, with a median grant of $15K. Annual giving has grown from $443K in 2021 to $795K in 2023. Grantmaking activity was highest in 2022 with $1.1M distributed across 30 grants. Individual grants have ranged from $2K to $200K, with an average award of $40K. The foundation has supported 19 unique organizations. Grant recipients are concentrated in Connecticut. Contributions to this foundation are tax-deductible.
Anne And Rollin Bates Foundation Inc. reported 59 individual grants totaling $2.4 million between 2021 and 2023 across its IRS Form 990-PF filings, with a median grant of $15,000. Half of those grants fell between $5,000 and $50,000. Its largest single grant in the record was $200,000. Its most recent available filing, for fiscal year 2023, reports $951,272 in total giving.
Grantmaking is concentrated in CT, which received 59 of the 59 grants on record (100 percent). Of its 19 distinct grantees, 79 percent received funding more than once, so repeat relationships are the norm rather than the exception. Its largest institutional recipients were Northwest Connecticut Land Conservancy ($500,000), Susan B Anthony Project ($300,000) and Women's Support Services ($230,000).
Computed from 59 individual grant records (2021–2023) in this foundation's IRS Form 990-PF Part XV filings. Source: IRS 990-PF.
Smallest Grant
$5K
Median Grant
$15K
Average Grant
$38K
Largest Grant
$125K
Based on 15 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Anne And Rollin Bates Foundation Inc. primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 59 grants. Its grantmaking reaches organizations primarily in CT.
Anne And Rollin Bates Foundation Inc. has distributed a total of $2.4M across 59 grants. The median grant size is $15K, with an average of $40K. Individual grants have ranged from $2K to $200K.
The application deadline is APPLICATIONS CONSIDERED ON A ROLLING BASIS IN THE ORDER RECEIVED. Only organizations described in section 501(c)(3) of irs code and qualifying as public charities under sec. 509(a) are eligible for grants.
Anne And Rollin Bates Foundation Inc. is headquartered in HARTFORD, CT.
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| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Laura Culley-Meleney | DIRECTOR | $0 | $0 | N/A |
| Alexander Meleney | DIRECTOR | $0 | $0 | N/A |
| Bryon Harmon | DIRECTOR | $0 | $0 | N/A |
| Stephen Gellman | DIRECTOR AND SECRETARY | $0 | $0 | N/A |
Total Giving
$951K
Total Assets
$9.1M
Fair Market Value
$13.6M
Net Worth
$9.1M
Grants Paid
$795K
Contributions
N/A
Net Investment Income
$763K
Distribution Amount
$652K
Total: $7.1M
Total Grants
59
Total Giving
$2.4M
Average Grant
$40K
Median Grant
$15K
Unique Recipients
19
Most Common Grant
$5K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Salisbury Housing CommitteeDESIGNATED GIFT | Salisbury, CT | $200K | 2023 |
| Northwest Connecticut Land ConservancyUNRESTRICTED GIFT | Kent, CT | $150K | 2023 |
| Susan B Anthony ProjectUNRESTRICTED GIFT | Torrington, CT | $100K | 2023 |
| Project SageUNRESTRICTED GIFT | Lakeville, CT | $50K | 2023 |
| Salisbury Housing TrustUNRESTRICTED GIFT | Salisbury, CT | $50K | 2023 |
| Mccall Center For Behavioral HealthUNRESTRICTED GIFT | Torrington, CT | $50K | 2023 |
| Visiting Nurse & Hospice Of Litchfield CountyUNRESTRICTED GIFT | Winsted, CT | $40K | 2023 |
| Habitat For Humanity Of Northwest ConnecticutUNRESTRICTED GIFT | Salisbury, CT | $30K | 2023 |
| The Twin Lakes AssociationUNRESTRICTED GIFT | Salisbury, CT | $25K | 2023 |
| The Equus EffectUNRESTRICTED GIFT | Sharon, CT | $22K | 2023 |
| Sharon Audubon CenterUNRESTRICTED GIFT | Sharon, CT | $20K | 2023 |
| Town Of SalisburySUMMER PROGRAM DISBURSEMENT | Salisbury, CT | $15K | 2023 |
| Salisbury AssociationUNRESTRICTED GIFT | Salisbury, CT | $15K | 2023 |
| The Corner Food PantryUNRESTRICTED GIFT | Lakeville, CT | $8K | 2023 |
| Chore ServiceUNRESTRICTED GIFT | Salisbury, CT | $5K | 2023 |
| Lakeville Community Conservancy IncUNRESTRICTED GIFT | Lakeville, CT | $5K | 2023 |
| Salisbury Family ServicesUNRESTRICTED GIFT | Salisbury, CT | $5K | 2023 |
| Scoville Memorial LibraryUNRESTRICTED GIFT | Salisbury, CT | $5K | 2023 |
| Women'S Support ServicesUNRESTRICTED GIFT | Sharon, CT | $90K | 2022 |