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.
Key facts about Tate Family Foundation
- EIN
- 39-1790720
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $848,125
- Grants made (2024)
- 22
- Average grant
- $38,551
- Median grant
- $10,000
- Primary geography
- Wisconsin (85% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Tate Family Foundation funds
By grant dollars, the top recipient states for Tate Family Foundation's 22 itemized 2024 grants were Wisconsin (85%) and South Carolina (6%). The most frequent recipient cities were Milwaukee, WI (7 grants) and Greenville, SC (2 grants). 100% of grants with a stated purpose were for general or operating support.
How Tate Family Foundation gives
Estimate from itemized IRS Form 990-PF grant lists (2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Tate Family Foundation
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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
Share of all 22 itemized 2024 grant dollars.
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 | — | — | — |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2019–2024
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 recipients include Sojourner Family Center ($500,000), Secure Futures ($54,909), Betty Brinn Children's Museum ($52,640).
| Recipient | Purpose | Amount |
|---|---|---|
| SOJOURNER FAMILY CENTER Milwaukee, WI | GENERAL FUND | $500,000 |
| SECURE FUTURES Milwaukee, WI | GENERAL FUND | $54,909 |
| BETTY BRINN CHILDREN'S MUSEUM Milwaukee, WI | GENERAL FUND | $52,640 |
| ALL-IN MILWAUKEE Milwaukee, WI | GENERAL FUND | $42,451 |
| ANGEL FLIGHT WEST Santa Monica, CA | GENERAL FUND | $25,000 |
| CITY FORWARD COLLECTIVE Milwaukee, WI | GENERAL FUND | $20,000 |
| HALTER Spartanburg, SC | GENERAL FUND | $20,000 |
| NATURALAND TRUST Greenville, SC | GENERAL FUN D | $20,000 |
| ROARING FORKS SPORTS Carbondale, CO | GENERAL FUND | $15,000 |
| JULIE VALENTINE CENTER Greenville, SC | 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
No officer or director reported compensation in the available filings.
From 2024 IRS 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.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.