The Jerry D Tate Foundation for
The Jerry D Tate Foundation for is a private foundation based in Pensacola, Florida. Its 2025 filing reports grants to charitable organizations, including organizations working in community support, environmental advocacy, conservation, education, animal rescue, and health.
The Jerry D Tate Foundation for at a glance
In short: The Jerry D Tate Foundation for gave $93K across 19 grants in 2025 (avg $5K), mostly in Virginia. 11% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $92,503
- +22.4% vs 2024
- Grants made (2025)
- 19
- -9.5% vs 2024
- Average grant
- $4,869
- +35.3% vs 2024
- Median grant
- $1,029
- Total assets
- $1,374,692
- -3.4% vs 2024
- New grantees (estimate)
- 11% first-time grantees (2 of 19, 2025; small sample)
- Primary geography
- Virginia (70% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The Jerry D Tate Foundation for
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 6098 Chester Ave, Pensacola, FL 32526
Phone: (626) 378-9308
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Jerry D Tate Foundation for funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Bolivian Foundation for Social Development Inc ($60K). Together the top 10 received $87K.
Organizations only. It also paid 1 grant to individuals ($600), which are not listed by name.
Grant Size Distribution
133 grants across all recorded years
The most common grant size was under $50K: 132 grants of 133 (99%).
Geographic Focus
Where this funder awards grants
The foundation is based in Pensacola, Florida. In 2025, recipients in Virginia received 70% of grant dollars, California 14%, Florida 9%, Washington, DC 3%, and Texas 1%.
Grant Distribution by State
Share of 2025 grant dollars across all 19 itemized grants.
States
Cities
Is The Jerry D Tate Foundation for open to new grantees?
11%
first-time grantees, 2025
In 2025, 2 of 19 grantees (11%) were first-time recipients. With only 19 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $1K; repeat grants $5K. How we count
Medians: $1K first-time, $1K repeat.
- 74% of 2025 grantees were also funded in 2024. Method
- Giving fell 24% from 2022 to 2025. Method
- In 2025 it paid out 149% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $76K (2024) to $121K (2022). In 2025 it made 19 grants totaling $93K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Bolivian Foundation for Social Development Inc Herndon, VA | Community Support | $59,500 |
| Earth Justice San Francisco, CA | Environmental Advocacy | $5,163 |
| Nature Conservancy Arlington, VA | Land and Water Conservation | $5,000 |
| The Sierra Club Foundation Oakland, CA | Nature Conservation | $4,450 |
| Animal Defenders International (ADI - US) Los Angeles, CA | To educate people and provide awareness on all forms of animal cruelty | $3,525 |
| Escambia County Public Schools Foundation Pensacola, FL | Support of Public Schools | $2,700 |
| Pine Forest High School Pensacola, FL | Education | $2,500 |
| National Parks Conservation Association Washington, DC | Protecting America's National Parks | $2,000 |
| Wildlife Sanctuary of Northwest Florida Inc Pensacola, FL | Rehabilitate Injured and Orphaned Wildlife | $1,533 |
| American Heart Association Dallas, TX | Medical Care, Support, and Research | $1,029 |
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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 | $1,374,692 | $88,944 | $136,938 | $92,503 | 19 | $114,890 | $66,751 | $76,917 |
| 2024 | $1,422,686 | $89,850 | $117,257 | $75,558 | 21 | $94,792 | $67,385 | $76,938 |
| 2023 | $1,450,093 | $20,865 | $112,205 | $81,033 | 17 | $95,845 | $29,891 | $74,124 |
| 2022 | $1,541,433 | $7,839 | $153,475 | $121,331 | 45 | $140,677 | $24,980 | $78,679 |
| 2021 | $1,687,069 | $271,813 | $130,170 | $88,394 | 31 | $105,492 | $247,135 | $84,710 |
| 2020 | $1,545,426 | $94,035 | $159,033 | $120,360 | 44 | — | $71,519 | $82,089 |
Under IRS private-foundation payout rules, The Jerry D Tate Foundation for reported a distributable amount of $77K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grantees included organizations with varied stated missions. The National Parks Conservation Association describes its mission as protecting America’s national parks for present and future generations; the American Heart Association describes its mission as promoting longer, healthier lives. Population Connection says it educates young people and advocates action to stabilize world population at a level sustainable by Earth’s resources. Planned Parenthood Federation of America describes work providing comprehensive reproductive and complementary health care and advocating public policies. Charity Navigator says it provides free information, ratings, guidance, and tools to help donors make informed giving decisions.
Grantmaking
In 2025, the foundation reported 19 grants totaling $92,503. Grants ranged from $96 to $59,500, with a median of $1,029. The largest grants included $59,500 to Bolivian Foundation for Social Development Inc. for community support; $5,163 to Earth Justice for environmental advocacy; $5,000 to Nature Conservancy for land and water conservation; and $4,450 to The Sierra Club Foundation for nature conservation. Other reported grants included $3,525 to Animal Defenders International for education and awareness about animal cruelty, $2,700 to Escambia County Public Schools Foundation for public schools, and $2,500 to Pine Forest High School for education. The foundation also gave $2,000 to National Parks Conservation Association, $1,533 to Wildlife Sanctuary of Northwest Florida, and $1,000 each to Beulah Elementary PTA and Panhandle Equine Rescue.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Linda Aarness as managing director and Shahla Hashemi as secretary.
The Jerry D Tate Foundation for is led by Linda Aarness, Managing Director on every filing since 2020; 1 of 2 officers listed in 2025 is compensated.
Officers on the 2025 filing
Linda Aarness
Managing Director
On filings since 2020
0.3 hrs/week
$8K (2020) → $3K (2025)
Shahla Hashemi
Secretary
On filings since 2020
0.3 hrs/week
No compensation reported
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 $3K, to Linda Aarness (Managing Director).
Frequently asked questions about The Jerry D Tate Foundation for
How much does The Jerry D Tate Foundation for give each year?
The Jerry D Tate Foundation for gave $93K across 19 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $76K across 21 grants.
What is The Jerry D Tate Foundation for's typical grant size?
The Jerry D Tate Foundation for's median grant in 2025 was $1,029, and its average grant was $4,869, across 19 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The Jerry D Tate Foundation for that year got $1K on average.
Where does The Jerry D Tate Foundation for give grants?
The Jerry D Tate Foundation for gives mostly in Virginia: 70% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were California (14%) and Florida (9%). The most frequent recipient cities were Pensacola, FL (4 grants), Washington, DC (3 grants) and New York, NY (2 grants).
Does The Jerry D Tate Foundation for give general operating support?
Not in 2025: none of the 19 grants with a stated purpose on The Jerry D Tate Foundation for's 2025 IRS Form 990-PF were described as general or operating support.
Who are The Jerry D Tate Foundation for's largest grantees?
The Jerry D Tate Foundation for's largest 2025 grantees include Bolivian Foundation for Social Development Inc ($59,500), Earth Justice ($5,163) and Nature Conservancy ($5,000), according to its 2025 IRS Form 990-PF. It also paid 1 grant to individuals ($600), which are not listed by name. Together they received 75% of its itemized 2025 grant dollars.
How large is The Jerry D Tate Foundation for?
The Jerry D Tate Foundation for reported $1.4M in total assets on its 2025 IRS Form 990-PF. It paid out $115K in qualifying distributions that year, against a required minimum of $77K (roughly 5% of its investment assets).
What does The Jerry D Tate Foundation for fund?
No mission statement for the foundation is provided. Its 2025 grantees included organizations with varied stated missions. See mission & focus areas ↑
How do I apply for a grant from The Jerry D Tate Foundation for?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The Jerry D Tate Foundation for's EIN?
The Jerry D Tate Foundation for's EIN (Employer Identification Number) is 95-4772941. IRS Form 990 filing data is available on this page for 2020–2025.
Does The Jerry D Tate Foundation for accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 22, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 12, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS August 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 13, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS August 4, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
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Cite this profile
Grantable. (2026). The Jerry D Tate Foundation for funder profile. GrantGraph. Retrieved October 5, 2026, from https://grantable.co/funders/jerry-d-tate-foundation-for-the-morg_92287854415f409a898c1093cea50949
BibTeX
@misc{grantable_954772941_2026,
author = {{Grantable}},
title = {{The Jerry D Tate Foundation for funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/jerry-d-tate-foundation-for-the-morg_92287854415f409a898c1093cea50949},
note = {Accessed 2026-10-05. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from The Jerry D Tate Foundation for's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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