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
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
No grants recorded for .
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
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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