Jerry D Tate Foundation for the
Jerry D Tate Foundation for the is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PENSACOLA, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.4M in total assets. In 2024, it awarded 21 grants totaling $76K. Net investment income was $67K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.4M
-1.9% YoY
Annual Giving
$76K
-6.8% YoY
Grant Count
21
+23.5% YoY
Avg Grant Size
$4K
-24.5% YoY
Under IRS private-foundation payout rules, Jerry D Tate Foundation for the reported a distributable amount of $77K for 2024 — the minimum it must pay out in qualifying distributions.
About Jerry D Tate Foundation for the
Based on IRS filings
Jerry D Tate Foundation for the is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PENSACOLA, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.4M in total assets. In 2024, it awarded 21 grants totaling $76K. Net investment income was $67K.
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 | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,422,686 | $1,450,093 | $1,541,433 |
| Revenue | $89,850 | $20,865 | $7,839 |
| Expenses | $117,257 | $112,205 | $153,475 |
| Qualifying Distributions | $94,792 | $95,845 | $140,677 |
| Net Investment Income | $67,385 | $29,891 | $24,980 |
| Distributable Amount | $76,938 | $74,124 | $78,679 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
158 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Bolivian Foundation for Social Development Inc ($44,000), Nature Conservancy ($5,150), The Sierra Club Foundation ($3,200).
| Recipient | Purpose | Amount |
|---|---|---|
| ALASKA CONSERVATION FOUNDATION ANCHORAGE, AK | NATURE CONSERVATION | $3,000 |
| AMERICAN HEART ASSOCIATION DALLAS, TX | MEDICAL CARE, SUPPORT, AND RESEARCH | $800 |
| BEULAH ELEMENTARY PTA PENSACOLA, FL | EDUCATION ENHANCEMENT | $2,042 |
| BOLIVIAN FOUNDATION FOR SOCIAL DEVELOPMENT INC HERNDON, VA | COMMUNITY SUPPORT | $44,000 |
| EARTH JUSTICE SAN FRANCISCO, CA | ENVIRONMENTAL ADVOCACY | $3,000 |
| FEEDING THE GULF COAST THEODORE, AL | FOOD ASSISTANCE | $512 |
| PBS SOCAL COSTA MESA, CA | COMMUNITY SUPPORT | $96 |
| PINE FOREST HIGH SCHOOL PENSACOLA, FL | EDUCATION | $1,000 |
| PLANNED PARENTHOOD FEDERATION INTERNATIONAL NEW YORK, NY | FAMILY PLANNING | $300 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA NEW YORK, NY | FAMILY PLANNING | $600 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| LINDA AARNESS | MANAGING DIRECTOR | 0.33 | $3,360 |
| SHAHLA HASHEMI | SECRETARY | 0.33 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Jerry D Tate Foundation for the?
Jerry D Tate Foundation for the is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PENSACOLA, FL. It holds $1.4M in total assets as of 2024.
How large is Jerry D Tate Foundation for the?
As of 2024, Jerry D Tate Foundation for the holds $1.4M in total assets with $90K in annual revenue. It awarded 21 grants totaling $76K in 2024.
Where does Jerry D Tate Foundation for the operate?
Jerry D Tate Foundation for the has awarded grants in Alaska, Alabama, Arizona, California, Connecticut, District of Columbia, Florida, Georgia, New Jersey, New Mexico, New York, South Carolina, Tennessee, Texas, Virginia, Washington.
What size grants does Jerry D Tate Foundation for the award?
In 2024, Jerry D Tate Foundation for the awarded 21 grants totaling $76K — an average of about $4K per grant, based on its IRS Form 990 filings.
How much is Jerry D Tate Foundation for the required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Jerry D Tate Foundation for the reported a distributable amount of $77K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Jerry D Tate Foundation for the's EIN?
Jerry D Tate Foundation for the's EIN (Employer Identification Number) is 95-4772941. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Jerry D Tate Foundation for the'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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