The Hal R and Naoma J Tate Foundation
The Hal R and Naoma J Tate Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CODY, WY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.1M in total assets. In 2024, it awarded 1 grants totaling $20K. Net investment income was $116K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.1M
+10.0% YoY
Annual Giving
$20K
-96.2% YoY
Grant Count
1
-66.7% YoY
Avg Grant Size
$20K
-88.7% YoY
Under IRS private-foundation payout rules, The Hal R and Naoma J Tate Foundation reported a distributable amount of $65K for 2024 — the minimum it must pay out in qualifying distributions.
About The Hal R and Naoma J Tate Foundation
Based on IRS filings
The Hal R and Naoma J Tate Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CODY, WY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.1M in total assets. In 2024, it awarded 1 grants totaling $20K. Net investment income was $116K.
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 | $1,142,048 | $1,038,619 | $1,237,242 |
| Revenue | $138,575 | $29,546 | $970,864 |
| Expenses | $42,956 | $562,668 | $10,000 |
| Qualifying Distributions | $20,007 | $532,283 | $10,000 |
| Net Investment Income | $115,626 | $8,676 | $17,924 |
| Distributable Amount | $65,072 | $67,756 | $51,886 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
9 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Hayestough Foundation ($20,007).
| Recipient | Purpose | Amount |
|---|---|---|
| HAYESTOUGH FOUNDATION HOLLADAY, UT | PROVIDE SUPPORT FOR MEDICAL AND FUNERAL RELIEFT TO FAMILIES EFFECTED BY CHILDHOOD CANCER | $20,007 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| NAOMA J TATE | PRESIDENT | — | — |
| DONNA L POULTON | SECRETARY | — | — |
| DARRELL VAUGHN TATE | VICE PRESIDENT | — | — |
| LAURI TATE FRANKS | DIRECTOR | — | — |
| CHRIS ORNDORFF | TREASURER | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Hal R and Naoma J Tate Foundation?
The Hal R and Naoma J Tate Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CODY, WY. It holds $1.1M in total assets as of 2024.
How large is The Hal R and Naoma J Tate Foundation?
As of 2024, The Hal R and Naoma J Tate Foundation holds $1.1M in total assets with $139K in annual revenue. It awarded 1 grants totaling $20K in 2024.
Where does The Hal R and Naoma J Tate Foundation operate?
The Hal R and Naoma J Tate Foundation has awarded grants in California, Massachusetts, Utah, Wyoming.
What size grants does The Hal R and Naoma J Tate Foundation award?
In 2024, The Hal R and Naoma J Tate Foundation awarded 1 grants totaling $20K — an average of about $20K per grant, based on its IRS Form 990 filings.
How much is The Hal R and Naoma J Tate Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Hal R and Naoma J Tate Foundation reported a distributable amount of $65K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Hal R and Naoma J Tate Foundation's EIN?
The Hal R and Naoma J Tate Foundation's EIN (Employer Identification Number) is 81-1872852. 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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