A M Pate Jr Charitable Trust
A M Pate Jr Charitable Trust is a private foundation, 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.
A M Pate Jr Charitable Trust at a glance
In short: A M Pate Jr Charitable Trust gave $80K across 7 grants in 2025 (avg $11K), mostly in Texas. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $80,000
- +14.3% vs 2024
- Grants made (2025)
- 7
- +0.0% vs 2024
- Average grant
- $11,429
- +14.3% vs 2024
- Median grant
- $10,000
- Total assets
- $1,539,876
- +6.0% vs 2024
- Primary geography
- Texas (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
How to apply to A M Pate Jr Charitable Trust
Open Grants
1 open opportunity from A M Pate Jr Charitable Trust
Who A M Pate Jr Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
The largest 2025 recipient was Center for Transforming Lives ($15K). Together the top 7 received $80K.
Grant Size Distribution
44 grants across all recorded years
The most common grant size was under $50K: 44 grants of 44 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 7 itemized grants.
States
Cities
How A M Pate Jr Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (+0%). Method
- In 2025 it paid out 95% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $60K (2021) to $80K (2025). In 2025 it made 7 grants totaling $80K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Center for Transforming Lives Fort Worth, TX | Unrestricted General | $15,000 |
| Performing Arts Fort Worth Inc Fort Worth, TX | Unrestricted General | $15,000 |
| 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 |
| Amon Carter Museum of Western Art Fort Worth, TX | Unrestricted General | $10,000 |
| Jewel Charity Ball Inc Fort Worth, TX | Unrestricted General | $10,000 |
| Werk on ME Inc Crowley, TX | Unrestricted General | $10,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,539,876 | $194,530 | $108,052 | $80,000 | 7 | $94,168 | $179,785 | $99,277 |
| 2024 | $1,453,396 | $41,780 | $96,675 | $70,000 | 7 | $82,814 | $28,672 | $91,696 |
| 2023 | $1,508,295 | $131,185 | $107,699 | $80,000 | 8 | $91,759 | $119,219 | $83,169 |
| 2022 | $1,484,901 | $197,257 | $107,641 | $80,000 | 11 | $93,255 | $184,305 | $92,754 |
| 2021 | $1,395,286 | $94,959 | $85,315 | $60,000 | 11 | — | $82,700 | $89,578 |
| 2020 | $1,385,646 | $98,569 | $102,274 | $78,000 | 17 | — | $86,559 | $80,986 |
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.
Leadership & Key People
Officers and directors from IRS filings
A M Pate Jr Charitable Trust's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$19K (2022) → $21K (2025)
Former officers (2)
- Former: Joyce Pate Capper (2020–2024) — Grant Advisor
- Former: Bank Of America N A (2020–2021) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $21K, to Bank of America (Trustee).
Frequently asked questions about A M Pate Jr Charitable Trust
How much does A M Pate Jr Charitable Trust give each year?
A M Pate Jr Charitable Trust gave $80K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $70K across 7 grants.
What is A M Pate Jr Charitable Trust's typical grant size?
A M Pate Jr Charitable Trust's median grant in 2025 was $10,000, and its average grant was $11,429, across 7 grants on its 2025 IRS Form 990-PF.
Where does A M Pate Jr Charitable Trust give grants?
A M Pate Jr Charitable Trust gives mostly in Texas: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Fort Worth, TX (6 grants).
Does A M Pate Jr Charitable Trust give general operating support?
Yes: 100% of A M Pate Jr Charitable Trust's 2025 grants with a stated purpose (7 of 7) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are A M Pate Jr Charitable Trust's largest grantees?
A M Pate Jr Charitable Trust's largest 2025 grantees include Center for Transforming Lives ($15,000), Performing Arts Fort Worth Inc ($15,000) and Ab Christian Learning Center ($10,000), according to its 2025 IRS Form 990-PF. Together they received 50% of its itemized 2025 grant dollars.
How large is A M Pate Jr Charitable Trust?
A M Pate Jr Charitable Trust reported $1.5M in total assets on its 2025 IRS Form 990-PF. It paid out $94K in qualifying distributions that year, against a required minimum of $99K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
Live grants for the work A M Pate Jr Charitable Trust funds
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