A M Pate Jr Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.5M in total assets. In 2025, it awarded 7 grants totaling $80K. Net investment income was $180K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.5M
+6.0% YoY
Annual Giving
$80K
+14.3% YoY
Grant Count
7
+0.0% YoY
Avg Grant Size
$11K
+14.3% YoY
Under IRS private-foundation payout rules, A M Pate Jr Charitable Trust reported a distributable amount of $99K for 2025 — the minimum it must pay out in qualifying distributions.
About A M Pate Jr Charitable Trust
Based on IRS filings
A M Pate Jr Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.5M in total assets. In 2025, it awarded 7 grants totaling $80K. Net investment income was $180K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,539,876 | $1,453,396 | $1,508,295 |
| Revenue | $194,530 | $41,780 | $131,185 |
| Expenses | $108,052 | $96,675 | $107,699 |
| Qualifying Distributions | $94,168 | $82,814 | $91,759 |
| Net Investment Income | $179,785 | $28,672 | $119,219 |
| Distributable Amount | $99,277 | $91,696 | $83,169 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
Grant Size Distribution
44 grants across all recorded years
Open Grants
1 open opportunity from A M Pate Jr Charitable Trust
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Center for Transforming Lives ($15,000), Performing Arts Fort Worth Inc ($15,000), Ab Christian Learning Center ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AB CHRISTIAN LEARNING CENTER FORT WORTH, TX | UNRESTRICTED GENERAL | $10,000 |
| FORT WORTH MUSEUM OF SCIENCE AND HISTORY FORT WORTH, TX | UNRESTRICTED GENERAL | $10,000 |
| CENTER FOR TRANSFORMING LIVES FORT WORTH, TX | UNRESTRICTED GENERAL | $15,000 |
| AMON CARTER MUSEUM OF WESTERN ART FORT WORTH, TX | UNRESTRICTED GENERAL | $10,000 |
| JEWEL CHARITY BALL INC FORT WORTH, TX | UNRESTRICTED GENERAL | $10,000 |
| PERFORMING ARTS FORT WORTH INC FORT WORTH, TX | UNRESTRICTED GENERAL | $15,000 |
| WERK ON ME INC CROWLEY, TX | UNRESTRICTED GENERAL | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $21,088 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is A M Pate Jr Charitable Trust?
A M Pate Jr Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. It holds $1.5M in total assets as of 2025.
How large is A M Pate Jr Charitable Trust?
As of 2025, A M Pate Jr Charitable Trust holds $1.5M in total assets with $195K in annual revenue. It awarded 7 grants totaling $80K in 2025.
Where does A M Pate Jr Charitable Trust operate?
A M Pate Jr Charitable Trust has awarded grants in Texas.
What size grants does A M Pate Jr Charitable Trust award?
In 2025, A M Pate Jr Charitable Trust awarded 7 grants totaling $80K — an average of about $11K per grant, based on its IRS Form 990 filings.
How much is A M Pate Jr Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, A M Pate Jr Charitable Trust reported a distributable amount of $99K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is A M Pate Jr Charitable Trust's EIN?
A M Pate Jr Charitable Trust's EIN (Employer Identification Number) is 75-2510793. IRS Form 990 filing data is available on this page for 2020–2025.
Explore Open Grants
Browse active grant opportunities in A M Pate Jr Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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