The Tate Family Charitable Trust
The Tate Family Charitable Trust is a private foundation based in Boise, Idaho. Its 2025 filing lists grants to charitable organizations, with most grant dollars going to Idaho recipients.
The Tate Family Charitable Trust at a glance
In short: The Tate Family Charitable Trust gave $66K across 17 grants in 2025 (avg $4K), mostly in Idaho. 6% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $66,000
- +55.3% vs 2024
- Grants made (2025)
- 17
- +13.3% vs 2024
- Average grant
- $3,882
- +37.0% vs 2024
- Median grant
- $2,000
- Total assets
- $1,387,488
- +59.7% vs 2024
- New grantees (estimate)
- 6% first-time grantees (1 of 16, 2025; small sample)
- Primary geography
- Idaho (85% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The Tate Family Charitable Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The trust does not accept unsolicited requests for funds and states that it contributes only to preselected charitable organizations.
- Contact
Mailing address: PO Box 8052, Boise, ID 83707
Phone: (208) 344-7092
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Tate Family Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Bridge Ada County co Treasure Valley YMCA ($12K). Together the top 10 received $52K.
Grant Size Distribution
93 grants across all recorded years
The most common grant size was under $50K: 93 grants of 93 (100%).
Geographic Focus
Where this funder awards grants
In 2025, Idaho recipients received 85% of grant dollars, Oregon recipients 9%, Maine recipients 3%, and Montana recipients 3%.
Grant Distribution by State
Share of 2025 grant dollars across all 17 itemized grants.
Cities
Is The Tate Family Charitable Trust open to new grantees?
6%
first-time grantees, 2025
In 2025, 1 of 16 grantees (6%) were first-time recipients. With only 16 grantees, that is a small sample: one grantee more or less moves the share by about 6 points. First grants averaged $2K; repeat grants $4K. How we count
Medians: $2K first-time, $3K repeat.
- 63% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−10%). Method
- In 2025 it paid out 105% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $38K (2023) to $74K (2022). In 2025 it made 17 grants totaling $66K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Bridge Ada County co Treasure Valley YMCA Boise, ID | General contribution, area of greatest need | $12,000 |
| The College of Idaho Caldwell, ID | General contribution, area of greatest need | $10,000 |
| Boise Public Schools Education Foundation Boise, ID | General contribution, area of greatest need | $5,000 |
| Idaho Foodbank Meridian, ID | General contribution, area of greatest need | $5,000 |
| Interfaith Sanctuary Boise, ID | General contribution, area of greatest need | $5,000 |
| Terry Reilly Health Services Nampa, ID | General contribution, area of greatest need | $5,000 |
| Chrysalis Womens Transitional Living Boise, ID | General contribution, area of greatest need | $3,000 |
| Life's Kitchen Boise, ID | General contribution, area of greatest need | $3,000 |
| Boise Baroque Orchestra Boise, ID | General contribution, area of greatest need | $2,000 |
| Camp Wawenock Raymond, ME | Camp Wawenock Scholarship Fund | $2,000 |
Ready to take the next step with The Tate Family Charitable Trust?
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 | $1,387,488 | $90,744 | $71,513 | $66,000 | 17 | $68,830 | $90,037 | $65,321 |
| 2024 | $868,747 | $71,464 | $49,489 | $42,500 | 15 | $44,544 | $70,190 | $62,140 |
| 2023 | $846,772 | $51,842 | $39,695 | $37,500 | 22 | $37,557 | $48,299 | $56,085 |
| 2022 | $834,625 | $44,538 | $76,929 | $73,500 | 21 | $73,617 | $42,825 | $58,116 |
| 2021 | $867,016 | $121,801 | $56,328 | $50,500 | 18 | $50,660 | $117,783 | $58,888 |
| 2020 | $801,543 | $45,582 | $2,021 | — | — | — | $43,692 | $46,659 |
Under IRS private-foundation payout rules, The Tate Family Charitable Trust reported a distributable amount of $65K 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
No mission statement for the trust is provided. Its 2025 grants included support for education, food assistance, health services, transitional living, workforce training, arts, conservation, and outdoor recreation. These examples describe the work of grantees, not stated priorities of the trust.
The College of Idaho describes its mission as preparing students to lead productive and fulfilling lives through liberal arts and professional studies, community-building, and stewardship. Life’s Kitchen says it supports young adults’ self-sufficiency and independent living through food-service job training, life-skills training, job placement support, and continuing education. The Joseph Branch Trail Consortium describes a vision for a 63-mile trail alongside an existing rail corridor, connecting small towns with a safe and accessible multimodal transportation option. The Owl Research Institute says it promotes wildlife conservation through research and education.
Grantmaking
In 2025, the trust gave $66,000 through 17 grants. Grants ranged from $2,000 to $12,000, with a median grant of $2,000.
Among the listed 2025 grants were $12,000 to Bridge Ada County co Treasure Valley YMCA; $10,000 to The College of Idaho; $5,000 each to Boise Public Schools Education Foundation, Idaho Foodbank, Interfaith Sanctuary, and Terry Reilly Health Services; and $3,000 each to Chrysalis Womens Transitional Living and Life’s Kitchen. Other listed grants included $2,000 to Joseph Branch Trail Consortium and $2,000 to Owl Research Institute.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Sydney P Tate as Chairman and Paula Bramble, Eric Tate, Clinton Tate, and Trenton Tate as Trustees.
The Tate Family Charitable Trust is led by Sydney P Tate, Chairman on every filing since 2020; none of the 5 officers listed in 2025 report compensation.
Officers on the 2025 filing
Sydney P Tate
Chairman
On filings since 2020
0.3 hrs/week
No compensation reported
Clinton Tate
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
Eric Tate
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
Paula Bramble
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
Trenton Tate
Trustee
On filings since 2020
1 hr/week
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 Tate Family Charitable Trust
How much does The Tate Family Charitable Trust give each year?
The Tate Family Charitable Trust gave $66K across 17 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $43K across 15 grants.
What is The Tate Family Charitable Trust's typical grant size?
The Tate Family Charitable Trust's median grant in 2025 was $2,000, and its average grant was $3,882, across 17 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The Tate Family Charitable Trust that year got $2K on average.
Where does The Tate Family Charitable Trust give grants?
The Tate Family Charitable Trust gives mostly in Idaho: 85% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Oregon (9%). The most frequent recipient cities were Boise, ID (7 grants) and Enterprise, OR (2 grants).
Does The Tate Family Charitable Trust give general operating support?
Yes: 94% of The Tate Family Charitable Trust's 2025 grants with a stated purpose (16 of 17) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are The Tate Family Charitable Trust's largest grantees?
The Tate Family Charitable Trust's largest 2025 grantees include Bridge Ada County co Treasure Valley YMCA ($12,000), The College of Idaho ($10,000) and Boise Public Schools Education Foundation ($5,000), according to its 2025 IRS Form 990-PF. Together they received 41% of its itemized 2025 grant dollars.
How large is The Tate Family Charitable Trust?
The Tate Family Charitable Trust reported $1.4M in total assets on its 2025 IRS Form 990-PF. It paid out $69K in qualifying distributions that year, against a required minimum of $65K (roughly 5% of its investment assets).
What does The Tate Family Charitable Trust fund?
No mission statement for the trust is provided. Its 2025 grants included support for education, food assistance, health services, transitional living, workforce training, arts, conservation, and outdoor recreation. These examples describe the work of grantees, not stated priorities of the trust. See mission & focus areas ↑
How do I apply for a grant from The Tate Family Charitable Trust?
The trust does not accept unsolicited requests for funds and states that it contributes only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The Tate Family Charitable Trust's EIN?
The Tate Family Charitable Trust's EIN (Employer Identification Number) is 82-6070002. IRS Form 990 filing data is available on this page for 2020–2025.
Does The Tate Family Charitable Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 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 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 13, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 1, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 3, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS July 11, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 29, 2026)
Explore Open Grants
Browse active grant opportunities in The Tate Family Charitable Trust's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Lamb Weston Charitable Foundation
Eagle, ID
The foundation funds 501(c)(3) community programs, employee matching gifts, and scholarships for employees’ children, with recent grants supporting food banks and hunger relief. In 2024, grants ranged from $5,000 to $795,172, with a median of $40,565, and supported communities where Lamb Weston operates and employees live and work, including Idaho, Minnesota, Washington, and Oregon. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$12.9M
Grants
11
Total Given
$1.3M
Saint Alphonsus Regional Medical Center Inc
Boise, ID
Saint Alphonsus Regional Medical Center supports nonprofit community initiatives, especially health and welfare projects serving poor and underserved people, as well as needs such as housing, behavioral health, and safety-net services. Its 2025 grants ranged from $6,449 to $281,251, with a median of $10,389, primarily supporting communities in Idaho and its service area. It accepts unsolicited requests from nonprofits through an online form and asks for at least 90 days’ notice.
Assets
$960.6M
Grants
12
Total Given
$529K
Greater Boise Rotary Foundation
Boise, ID
To support community programs in Ada county, Idaho by funding grants to other charitable organizations operating within the county.
Assets
$27K
Grants
2
Total Given
$874K
Enterprise Holdings Foundation
Saint Louis, MO
The Enterprise Holdings Foundation supports charitable and educational nonprofits in communities where Enterprise Mobility operates, focusing on health, education, arts, and disaster relief; applicants must be actively supported by an Enterprise Mobility team member, spouse, or domestic partner. Giving varies widely: it reported 9,499 grants in 2024, but its 2025 filing showed one grant of $101.4 million, so that amount is not a typical award. Applications are accepted at any time through eligible Enterprise-affiliated applicants; the Foundation does not limit giving to preselected organizations.
Assets
$594.3M
Grants
1
Total Given
$101.4M
Laura Moore Cunningham Foundation Inc
McCall, ID
The Laura Moore Cunningham Foundation supports qualified tax-exempt Idaho nonprofits, prioritizing outreach and education for children, underserved communities, and underserved populations; it also funds scholarships through participating colleges. In 2025, grants ranged from $825 to $480,050, with a median of $15,000. It accepts unsolicited applications through an annual online grant cycle.
Assets
$43.5M
Grants
85
Total Given
$4.9M
Idaho Community Foundation Inc
Boise, ID
The Idaho Community Foundation funds Idaho nonprofits, community organizations, and public entities in areas including health, housing, education, arts and culture, the environment, and community benefit. Its 2024 grants had a median of $14,082; its regional program typically awards $3,000–$8,000, with requests capped at $25,000. It accepts applications through specific programs and its online portal, but the profile does not state whether it accepts unsolicited requests generally.
Assets
$260.6M
Grants
348
Total Given
$12.8M
More similar funders
More Funders in Idaho
Cite this profile
Grantable. (2026). The Tate Family Charitable Trust funder profile. GrantGraph. Retrieved October 4, 2026, from https://grantable.co/funders/the-tate-family-charitable-trust-morg_daf839e92dad466c9fe87d4b501f6fdc
BibTeX
@misc{grantable_826070002_2026,
author = {{Grantable}},
title = {{The Tate Family Charitable Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-tate-family-charitable-trust-morg_daf839e92dad466c9fe87d4b501f6fdc},
note = {Accessed 2026-10-04. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from The Tate Family Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
The Tate Family Charitable Trust down — hundreds of funders to go?