Betty Lou Tate Trust FBO
Betty Lou Tate Trust FBO is a private foundation focused on Human Services, based in Saint Louis, MO. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $1.0M in total assets. In 2025, it awarded 1 grant totaling $53K. Net investment income was $23K.
Betty Lou Tate Trust FBO at a glance
In short: Betty Lou Tate Trust FBO gave $53K across 1 grant in 2025 (avg $53K), mostly in North Carolina. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $53,200
- +2.3% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $53,200
- +2.3% vs 2024
- Median grant
- $53,200
- Total assets
- $1,030,682
- -3.2% vs 2024
- Primary geography
- North Carolina (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.
Who Betty Lou Tate Trust FBO funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Black Mountain Home for Children ($53K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $50–100K range: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
How Betty Lou Tate Trust FBO gives
- Giving held roughly steady from 2022 to 2025 (−14%). Method
- In 2025 it paid out 91% 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 2021 to 2025, annual grant giving ranged from $52K (2024) to $62K (2023). In 2025 it made 1 grant totaling $53K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Black Mountain Home for Children Black Mountain, NC | General Operating | $53,200 |
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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 | $1,030,682 | $40,402 | $73,939 | $53,200 | 1 | $56,173 | $23,454 | $61,821 |
| 2024 | $1,064,320 | $57,878 | $71,101 | $52,000 | 1 | $55,006 | $41,884 | $57,662 |
| 2023 | $1,077,738 | $-3,321 | $80,258 | $62,000 | 1 | $64,977 | $24,834 | $55,693 |
| 2022 | $1,161,284 | $60,020 | $84,884 | $62,000 | 1 | $65,318 | $42,491 | $64,849 |
| 2021 | $1,186,007 | $124,483 | $77,717 | $56,000 | 1 | — | $107,119 | $64,313 |
Under IRS private-foundation payout rules, Betty Lou Tate Trust FBO reported a distributable amount of $62K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Betty Lou Tate Trust FBO's only listed officer is Wells Fargo Bank N A, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Wells Fargo Bank N A
Trustee
On filings since 2021
1 hr/week
$19K (2021) → $17K (2025)
Data from IRS Form 990 filings, 2021–2025. "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 $17K, to Wells Fargo Bank N a (Trustee).
Frequently asked questions about Betty Lou Tate Trust FBO
How much does Betty Lou Tate Trust FBO give each year?
Betty Lou Tate Trust FBO gave $53K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $52K across 1 grant.
How large is Betty Lou Tate Trust FBO?
Betty Lou Tate Trust FBO reported $1.0M in total assets on its 2025 IRS Form 990-PF. It paid out $56K in qualifying distributions that year, against a required minimum of $62K (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 Betty Lou Tate Trust FBO?
Betty Lou Tate Trust FBO is a private foundation focused on Human Services, based in Saint Louis, MO. It holds $1.0M in total assets as of 2025.
Where does Betty Lou Tate Trust FBO operate?
Betty Lou Tate Trust FBO has awarded grants in North Carolina.
What is Betty Lou Tate Trust FBO's EIN?
Betty Lou Tate Trust FBO's EIN (Employer Identification Number) is 56-6485411. IRS Form 990 filing data is available on this page for 2021–2025.
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 2021–2025
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