Pate Fund

SAINT LOUIS, MO EIN: 57-6017422

Pate Fund is a private foundation, based in SAINT LOUIS, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $286K in total assets. In 2024, it awarded 6 grants totaling $12K. Net investment income was $9K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$286K

-1.7% YoY

Annual Giving

$12K

-14.3% YoY

Grant Count

6

+0.0% YoY

Avg Grant Size

$2K

-14.3% YoY

Under IRS private-foundation payout rules, Pate Fund reported a distributable amount of $17K for 2024 — the minimum it must pay out in qualifying distributions.

About Pate Fund

Based on IRS filings

Pate Fund is a private foundation, based in SAINT LOUIS, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $286K in total assets. In 2024, it awarded 6 grants totaling $12K. Net investment income was $9K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

AmbridgeCharlestonCharlstonClemsonColumbiaGeorgetownGreenvilleMurrells InletPawleys IslPawleys IslandSpartanburgSummervilleTampa

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$10K$19K$29K$38K20202021202220232024
Metric202420232022
Total Assets$285,960$290,883$300,719
Revenue$13,662$10,959$11,708
Expenses$18,857$20,471$23,367
Qualifying Distributions$14,500$16,483$18,510
Net Investment Income$9,135$6,758$7,406
Distributable Amount$16,598$15,401$16,404

Giving Over Time

Total grant dollars and number of grants per year

$0$4K$8K$12K$16K9 grants20205 grants20215 grants20226 grants20236 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2024

THE MEDICAL UNIVERSITY O…$5KSC DEPARTMENT OF NATURAL…$3KANGLICAN CHURCH IN NORTH…$3KST CHRISTOPHERS CHILDREN$500SMITH MEDICAL CLINIC INC$500AMIKIDS INC$500

Grant Size Distribution

31 grants across all recorded years

31<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include The Medical University of South Carolina ($5,000), Sc Department of Natural Resources ($3,000), Anglican Church in North America ($2,500).

RecipientPurposeAmount
SC DEPARTMENT OF NATURAL RESOURCES COLUMBIA, SCGENERAL OPERATING$3,000
ST CHRISTOPHERS CHILDREN PAWLEYS ISL, SCGENERAL OPERATING$500
SMITH MEDICAL CLINIC INC PAWLEYS ISL, SCGENERAL OPERATING$500
THE MEDICAL UNIVERSITY OF SOUTH CAROLINA CHARLESTON, SCGENERAL OPERATING$5,000
ANGLICAN CHURCH IN NORTH AMERICA AMBRIDGE, PAGENERAL OPERATING$2,500
AMIKIDS INC TAMPA, FLGENERAL OPERATING$500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

WELLS FARGO BANK N ATRUSTEE$6K

From 2024 filing

NameTitleHoursCompensation
WALLACE F PATE JRADVISORY COMMITTEE1
STELLA LAW PATE FORDADVISORY COMMITTEE1
DOROTHY PATE BRIDGERSADVISORY COMMITTEE1
WELLS FARGO BANK N ATRUSTEE1$5,592

Frequently Asked Questions

How large is Pate Fund?

As of 2024, Pate Fund holds $286K in total assets with $14K in annual revenue. It awarded 6 grants totaling $12K in 2024.

Where does Pate Fund operate?

Pate Fund has awarded grants in Florida, Pennsylvania, South Carolina.

What size grants does Pate Fund award?

In 2024, Pate Fund awarded 6 grants totaling $12K — an average of about $2K per grant, based on its IRS Form 990 filings.

How much is Pate Fund required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Pate Fund reported a distributable amount of $17K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Pate Fund's EIN?

Pate Fund's EIN (Employer Identification Number) is 57-6017422. 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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