The Allen Tate Foundation
The Allen Tate Foundation is a private foundation based in Charlotte, North Carolina. Its 2025 filing reports grants to charitable organizations, while Allen Tate’s public materials describe Tate Cares as a company giving program that supports public education and other organizations serving communities across the Carolinas.
The Allen Tate Foundation at a glance
In short: The Allen Tate Foundation gave $33K across 6 grants in 2025 (avg $5K), mostly in North Carolina. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $32,500
- -74.0% vs 2024
- Grants made (2025)
- 6
- -14.3% vs 2024
- Average grant
- $5,417
- -69.7% vs 2024
- Median grant
- $5,000
- Total assets
- $292,752
- -3.5% vs 2024
- Primary geography
- North Carolina (98% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
How to apply to The Allen Tate Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Awards are payable to qualified charities in accordance with the Internal Revenue Code of 1986, as amended.
- Contact
Mailing address: 6700 Fairview Rd Rm/Ste 300, Charlotte, NC 28210-3324
Phone: (704) 367-7310
Website: https://allentate.com
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Allen Tate Foundation funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was Carolina Thread Trail Capital ($10K). Together the top 6 received $33K.
Grant Size Distribution
115 grants across all recorded years
The most common grant size was under $50K: 110 grants of 115 (96%).
Geographic Focus
Where this funder awards grants
The 2025 filing reports that 98% of grant dollars went to recipients in North Carolina and 2% to recipients in South Carolina.
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
Cities
How The Allen Tate Foundation gives
- Giving fell 79% from 2022 to 2025. Method
- In 2025 it paid out 181% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $33K (2025) to $333K (2020). In 2025 it made 6 grants totaling $33K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Carolina Thread Trail Capital Charlotte, NC | Unrestricted Cash | $10,000 |
| Homeowners Impact Fund Charlotte, NC | Unrestricted Cash | $10,000 |
| Boys Scouts of America Charlotte, NC | Unrestricted Cash | $5,000 |
| The Goodfellows Club Charlotte, NC | Unrestricted Cash | $5,000 |
| Charlotte Center City Partners Charlotte, NC | Unrestricted Cash | $2,000 |
| Friendship Place Georgetown, SC | Unrestricted Cash | $500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $292,752 | $23,571 | $34,160 | $32,500 | 6 | $33,250 | $12,661 | $18,386 |
| 2024 | $303,341 | $142,245 | $125,602 | $125,000 | 7 | $124,700 | $11,509 | $14,870 |
| 2023 | $289,698 | $96,511 | $89,487 | $88,000 | 9 | $88,700 | $10,724 | $14,081 |
| 2022 | $279,674 | $95,563 | $154,463 | $153,133 | 34 | $153,133 | $9,833 | $18,967 |
| 2021 | $338,574 | $296,612 | $198,987 | $197,704 | 59 | $197,704 | $8,844 | $20,411 |
| 2020 | $240,949 | $259,428 | $334,180 | $333,046 | 82 | — | $8,649 | $13,714 |
Under IRS private-foundation payout rules, The Allen Tate Foundation reported a distributable amount of $18K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The foundation’s own mission is not stated in the available information. Its 2025 grants went to organizations whose work included homelessness prevention, Charlotte center-city vitality, scouting, community services, and support for a Georgetown County community organization.
The Homeowners Impact Fund describes its mission as ending homelessness through collective giving from people involved in home closings and homeownership. Charlotte Center City Partners says it works to make Charlotte Center City welcoming and equitable, economically vibrant, culturally rich, and beloved. Friendship Place says it works to feed people facing hunger, support childhood literacy, and address unmet needs in Georgetown County.
Grantmaking
The foundation reported six grants totaling $32,500 in 2025. Grant amounts ranged from $500 to $10,000, with a median grant of $5,000. The largest awards were $10,000 each to Carolina Thread Trail Capital and the Homeowners Impact Fund, both in Charlotte, North Carolina. Other listed grants were $5,000 to the Boys Scouts of America and $5,000 to The Goodfellows Club, both in Charlotte; $2,000 to Charlotte Center City Partners; and $500 to Friendship Place in Georgetown, South Carolina. All six grants were listed as unrestricted cash.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists H Allen Tate III, Patrick Riley, and Elizabeth Gordon as trustees.
The Allen Tate Foundation's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Elizabeth Gordon
Trustee
On filings since 2020
No compensation reported
H. Allen Tate III
Trustee
On filings since 2020
No compensation reported
Patrick Riley
Trustee
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Allen Tate Foundation
How much does The Allen Tate Foundation give each year?
The Allen Tate Foundation gave $33K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $125K across 7 grants.
What is The Allen Tate Foundation's typical grant size?
The Allen Tate Foundation's median grant in 2025 was $5,000, and its average grant was $5,417, across 6 grants on its 2025 IRS Form 990-PF.
Where does The Allen Tate Foundation give grants?
The Allen Tate Foundation gives mostly in North Carolina: 98% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Charlotte, NC (5 grants).
Does The Allen Tate Foundation give general operating support?
Yes: 100% of The Allen Tate Foundation's 2025 grants with a stated purpose (6 of 6) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are The Allen Tate Foundation's largest grantees?
The Allen Tate Foundation's largest 2025 grantees include Carolina Thread Trail Capital ($10,000), Homeowners Impact Fund ($10,000) and Boys Scouts of America ($5,000), according to its 2025 IRS Form 990-PF. Together they received 77% of its itemized 2025 grant dollars.
How large is The Allen Tate Foundation?
The Allen Tate Foundation reported $293K in total assets on its 2025 IRS Form 990-PF. It paid out $33K in qualifying distributions that year, against a required minimum of $18K (roughly 5% of its investment assets).
What does The Allen Tate Foundation fund?
The foundation’s own mission is not stated in the available information. Its 2025 grants went to organizations whose work included homelessness prevention, Charlotte center-city vitality, scouting, community services, and support for a Georgetown County community organization. See mission & focus areas ↑
How do I apply for a grant from The Allen Tate Foundation?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The Allen Tate Foundation's EIN?
The Allen Tate Foundation's EIN (Employer Identification Number) is 56-2044322. IRS Form 990 filing data is available on this page for 2020–2025.
Does The Allen Tate Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 19, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 7, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 13, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 15, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)
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