Marta and Stephen Pate Family Foundation
Marta and Stephen Pate Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HOUSTON, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.4M in total assets. In 2024, it awarded 7 grants totaling $351K. Net investment income was $160K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.4M
-5.9% YoY
Annual Giving
$351K
+1.4% YoY
Grant Count
7
+16.7% YoY
Avg Grant Size
$50K
-13.0% YoY
Under IRS private-foundation payout rules, Marta and Stephen Pate Family Foundation reported a distributable amount of $240K for 2024 — the minimum it must pay out in qualifying distributions.
About Marta and Stephen Pate Family Foundation
Based on IRS filings
Marta and Stephen Pate Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HOUSTON, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.4M in total assets. In 2024, it awarded 7 grants totaling $351K. Net investment income was $160K.
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 | $3,388,009 | $3,598,944 | $3,698,228 |
| Revenue | $194,902 | $294,225 | $129,344 |
| Expenses | $405,837 | $393,509 | $363,647 |
| Qualifying Distributions | $352,545 | $353,257 | $320,157 |
| Net Investment Income | $160,183 | $251,788 | $94,112 |
| Distributable Amount | $240,066 | $220,717 | $236,474 |
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 2024
Grant Size Distribution
25 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Houston Methodist Hospital Foundation ($200,000), Texas Children's Hospital ($100,000), The John Cooper School ($10,500).
| Recipient | Purpose | Amount |
|---|---|---|
| Houston Area Women's Center Houston, TX | General Operating Support | $10,000 |
| Houston Methodist Hospital Foundation Houston, TX | General Operating Support | $200,000 |
| Memorial Hermann Foundation Houston, TX | General Operating Support | $10,000 |
| Montgomery County Youth Services Conroe, TX | Yes to Youth | $10,000 |
| Texas Children's Hospital Houston, TX | General Operating Support | $100,000 |
| The John Cooper School The Woodlands, TX | General Operating Support | $10,500 |
| The Woodlands Christian Academy The Woodlands, TX | General Operating Support | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Stephen V Pate | President | 0.25 | — |
| Marta H Pate | Vice President | 0.25 | — |
| Aaron C Pate | Treasurer & Secretary | 0.25 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Marta and Stephen Pate Family Foundation?
Marta and Stephen Pate Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HOUSTON, TX. It holds $3.4M in total assets as of 2024.
How large is Marta and Stephen Pate Family Foundation?
As of 2024, Marta and Stephen Pate Family Foundation holds $3.4M in total assets with $195K in annual revenue. It awarded 7 grants totaling $351K in 2024.
Where does Marta and Stephen Pate Family Foundation operate?
Marta and Stephen Pate Family Foundation has awarded grants in Texas.
What size grants does Marta and Stephen Pate Family Foundation award?
In 2024, Marta and Stephen Pate Family Foundation awarded 7 grants totaling $351K — an average of about $50K per grant, based on its IRS Form 990 filings.
How much is Marta and Stephen Pate Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Marta and Stephen Pate Family Foundation reported a distributable amount of $240K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Marta and Stephen Pate Family Foundation's EIN?
Marta and Stephen Pate Family Foundation's EIN (Employer Identification Number) is 46-4348849. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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