Stephen and Jacquelyn Tate is a private foundation focused on Education, based in NEW MARKET, MD. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.3M in total assets. In 2024, it awarded 16 grants totaling $128K. Net investment income was $181K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.3M
+22.0% YoY
Annual Giving
$128K
+13.6% YoY
Grant Count
16
+6.7% YoY
Avg Grant Size
$8K
+6.5% YoY
Under IRS private-foundation payout rules, Stephen and Jacquelyn Tate reported a distributable amount of $143K for 2024 — the minimum it must pay out in qualifying distributions.
About Stephen and Jacquelyn Tate
Based on IRS filings
Stephen and Jacquelyn Tate is a private foundation focused on Education, based in NEW MARKET, MD. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.3M in total assets. In 2024, it awarded 16 grants totaling $128K. Net investment income was $181K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,336,778 | $2,736,044 | $2,091,512 |
| Revenue | $541,294 | $496,967 | $408,945 |
| Expenses | $128,397 | $115,810 | $99,531 |
| Qualifying Distributions | $128,100 | $112,750 | $96,200 |
| Net Investment Income | $180,997 | $100,907 | $60,723 |
| Distributable Amount | $142,786 | $109,779 | $96,605 |
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
78 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Christian Appalachian Project ($30,000), Living Legacy ($20,000), Mount Airy Christian Academy ($20,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CHRISTIAN APPALACHIAN PROJECT PAINTSVILLE, KY | IMPROVING LIVES IN APPALACHIA | $30,000 |
| COMMUNITY BIBLE STUDY NEW MARKET, MD | MINISTRY OUTREACH | $2,000 |
| CROSSROADS FREEDOM CENTER IJAMSVILLE, MD | RECOVERY PROGRAM | $1,000 |
| FELLOWSHIP OF CHRISTIAN ATHLETES IJAMSVILLE, MD | LOCAL FCA SUPPORT | $5,000 |
| GIDEON'S - INTOABBAARMSORG SPRING, TX | KENYA ORPHANS LIVING EXPENSES | $200 |
| LIVING LEGACY LURAY, VA | WEST LURAY REC CENTER | $20,000 |
| MOUNT AIRY CHRISTIAN ACADEMY MOUNT AIRY, MD | ANNUAL FUND | $20,000 |
| NAVIGATORS ALBERT LEA, MN | MINISTRY OUTREACH | $500 |
| RILEYVILLE BAPTIST CHURCH RILEYVILLE, VA | BENEVOLENCE FUND | $12,500 |
| YOUNG LIFE - FREDERICK FREDERICK, MD | YOUTH MINISTRY - FREDERICK COUNTY | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| STEPHEN TATE | PRESIDENT | — | — |
| ALEXANDRA HARDIN | CHAIRMAN | — | — |
| MARY MENEFEE | SECRETARY | — | — |
| WAYNE JOHNSON | TREASURER | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Stephen and Jacquelyn Tate?
Stephen and Jacquelyn Tate is a private foundation focused on Education, based in NEW MARKET, MD. It holds $3.3M in total assets as of 2024.
How large is Stephen and Jacquelyn Tate?
As of 2024, Stephen and Jacquelyn Tate holds $3.3M in total assets with $541K in annual revenue. It awarded 16 grants totaling $128K in 2024.
Where does Stephen and Jacquelyn Tate operate?
Stephen and Jacquelyn Tate has awarded grants in Kentucky, Maryland, Minnesota, Mississippi, Tennessee, Texas, Virginia.
What size grants does Stephen and Jacquelyn Tate award?
In 2024, Stephen and Jacquelyn Tate awarded 16 grants totaling $128K — an average of about $8K per grant, based on its IRS Form 990 filings.
How much is Stephen and Jacquelyn Tate required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Stephen and Jacquelyn Tate reported a distributable amount of $143K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Stephen and Jacquelyn Tate's EIN?
Stephen and Jacquelyn Tate's EIN (Employer Identification Number) is 82-5408705. 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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