Tate Family Foundation
The Tate Family Foundation is a private foundation based in Fox Point, Wisconsin. Established in July 1994, it operates as a 501(c)(3) tax-exempt organization with no employees. The foundation manages substantial assets and distributes grants to organizations across multiple states.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
—
Annual Giving
$848K
+1709.3% YoY
Grant Count
22
+144.4% YoY
Avg Grant Size
$39K
+640.2% YoY
Mission & Focus Areas
The foundation does not specify particular subject areas for its funding. However, based on recent grantmaking activity, it supports organizations in the following areas:
- Education
- Philanthropy, Voluntarism & Grantmaking
- Human Services
Grantmaking
The foundation appears to be open to new applicants, with approximately 12% of new applicants receiving funding.
Grant Range
$23,000
Average Grant
$23,000
Ready to take the next step with Tate Family Foundation?
Geographic Focus
Where this funder awards grants
The foundation supports organizations across multiple states:
- Primary states: Wisconsin, South Carolina, and Utah
- Additional states: California
- Wisconsin communities: Cedarburg, Milwaukee, Mount Pleasant, Muskego
- South Carolina communities: Greenville, Spartanburg
- Utah communities: Ogden
- California communities: Fresno, Santa Monica
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
As of Most Recent Filing (2023-2024):
- Total Assets: $16.7 million
- Total Revenue (2023): $16,026,328
- Total Expenses (2023): $58,069
- Total Liabilities (2023): $34,400
- Annual Grants Awarded (2024): $47,000
- Expense Ratio: 0.4%
Asset Growth: Assets increased 2.6% from the previous year.
Revenue Composition (2023):
- Total grants and contributions: $16,000,000
- Investment income and dividends: $30,615
- Net gain from sale of non-inventory assets: ($4,287)
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | — | — | — |
| Revenue | — | — | — |
| Expenses | — | — | — |
| Qualifying Distributions | — | — | — |
| Net Investment Income | — | — | — |
| Distributable Amount | — | — | — |
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
47 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Sojourner Family Center ($500,000), Secure Futures ($54,909), Betty Brinn Children's Museum ($52,640).
| Recipient | Purpose | Amount |
|---|---|---|
| ANGEL FLIGHT WEST SANTA MONICA, CA | GENERAL FUND | $25,000 |
| BETTY BRINN CHILDREN'S MUSEUM MILWAUKEE, WI | GENERAL FUND | $52,640 |
| CITY FORWARD COLLECTIVE MILWAUKEE, WI | GENERAL FUND | $20,000 |
| HALTER SPARTANBURG, SC | GENERAL FUND | $20,000 |
| JULIE VALENTINE CENTER GREENVILLE, SC | GENERAL FUND | $10,000 |
| SAN PETE PANTRY MOUNT PLEASANT, UT | GENERAL FUND | $10,000 |
| UNITY IN HOPE CEDARBURG, WI | GENERAL FUND | $10,000 |
| ZACHARY HORTON FOUNDATION FRESNO, CA | GENERAL FUND | $10,000 |
| BUILDING UTAH YOUTH NORTH OGDEN, UT | GENERAL FUND | $3,125 |
| RACINE LITERACY COUNCIL RACINE, WI | GENERAL FUND | $10,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
The foundation is managed by the following key personnel, all of whom work minimal hours without compensation:
- Jenifer Tate – President
- Joseph P. Tate – Treasurer
- Samara Noll – Secretary
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JOSEPH P TATE | TREASURER | 2 | — |
| JENIFER TATE | PRESIDENT | 1 | — |
| SAMARA NOLL | SECRETARY | 1 | — |
Frequently Asked Questions
What does Tate Family Foundation fund?
The foundation does not specify particular subject areas for its funding. However, based on recent grantmaking activity, it supports organizations in the following areas: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services
How do I apply for a grant from Tate Family Foundation?
**Grant Amounts & Activity:** • Typical grant awards range from $3,125 to $500,000 • In 2023, the foundation made six grants totaling approximately $47,000 • In 2024, the foundation awarded 9 grants totaling $47,000 • Average grant size: $23,000 **Recent Grantees (2023):** • City Forward Collective ($7,500) • Angel Flight West ($7,500) • Unity in Hope School System ($5,000) • Betty Brinn Children's Museum The foundation appears to be open to new applicants, with approximately 12% of new applica…
Where does Tate Family Foundation make grants?
The foundation supports organizations across multiple states: • **Primary states:** Wisconsin, South Carolina, and Utah • **Additional states:** California • **Wisconsin communities:** Cedarburg, Milwaukee, Mount Pleasant, Muskego • **South Carolina communities:** Greenville, Spartanburg • **Utah communities:** Ogden • **California communities:** Fresno, Santa Monica
What size grants does Tate Family Foundation award?
In 2024, Tate Family Foundation awarded 22 grants totaling $848K — an average of about $39K per grant, based on its IRS Form 990 filings.
What is Tate Family Foundation's EIN?
Tate Family Foundation's EIN (Employer Identification Number) is 39-1790720. IRS Form 990 filing data is available on this page for 2019–2024.
Explore Open Grants
Browse active grant opportunities in Tate Family Foundation's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Baird Foundation Inc
MILWAUKEE, WI
Assets
—
Grants
3,751
Total Given
$6.6M
Greater Milwaukee Foundation Inc
MILWAUKEE, WI
Assets
$1.1B
Grants
838
Total Given
$66.8M
Vanguard Charitable Endowment Program
SOUTHEASTERN, PA
Assets
$22.2B
Grants
24,269
Total Given
$3.0B
United Way of Greater Milwaukee &
MILWAUKEE, WI
Assets
$57.5M
Grants
434
Total Given
$46.0M
The Blackbaud Giving Fund
CHARLESTON SC, SC
Assets
$52.7M
Grants
1,860
Total Given
$41.4M
Morgan Stanley Global Impact Funding Trust Inc
INDIANAPOLIS, IN
Assets
$9.1B
Grants
19,253
Total Given
$1.2B
Herbert H Kohl Charities Inc
MILWAUKEE, WI
Assets
—
Grants
258
Total Given
$14.2M
Harley-davidson Foundation Inc
MILWAUKEE, WI
Assets
—
Grants
42
Total Given
$1.3M
Anon Charitable Trust
MILWAUKEE, WI
Assets
—
Grants
130
Total Given
$2.0M
Green Bay Packers Foundation
GREEN BAY, WI
Assets
—
Grants
530
Total Given
$3.6M
Ralph Evinrude Foundation Inc
MILWAUKEE, WI
Assets
—
Grants
100
Total Given
$1.1M
National Philanthropic Trust
JENKINTOWN, PA
Assets
$42.2B
Grants
18,583
Total Given
$5.1B
Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
What could you do with Tate Family Foundation on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities
Go from researching Tate Family Foundation to a real strategy.