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
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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
No grants recorded for .
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 | — |
Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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