The Tate Family Charitable Trust

BOISE, ID EIN: 82-6070002

The Tate Family Charitable Trust is a private foundation, based in BOISE, ID. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $869K in total assets. In 2024, it awarded 15 grants totaling $43K. Net investment income was $70K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$869K

+2.6% YoY

Annual Giving

$43K

+13.3% YoY

Grant Count

15

-31.8% YoY

Avg Grant Size

$3K

+66.2% YoY

Under IRS private-foundation payout rules, The Tate Family Charitable Trust reported a distributable amount of $62K for 2024 — the minimum it must pay out in qualifying distributions.

About The Tate Family Charitable Trust

Based on IRS filings

The Tate Family Charitable Trust is a private foundation, based in BOISE, ID. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $869K in total assets. In 2024, it awarded 15 grants totaling $43K. Net investment income was $70K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Cities

BoiseCaldwellCharloEnterpriseGarden CityHaileyJosephKunaMarsingMccallMeridianNampaRaymonRaymondSun Valley

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$33K$67K$100K$134K20202021202220232024
Metric202420232022
Total Assets$868,747$846,772$834,625
Revenue$71,464$51,842$44,538
Expenses$49,489$39,695$76,929
Qualifying Distributions$44,544$37,557$73,617
Net Investment Income$70,190$48,299$42,825
Distributable Amount$62,140$56,085$58,116

Giving Over Time

Total grant dollars and number of grants per year

$0$18K$37K$55K$74K0 grants202018 grants202121 grants202222 grants202315 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

The College of Idaho$10KBridge Ada County in car…$8KBoise Public Schools Edu…$5KTerry Reilly Health Serv…$4KChrysalis Womens Transit…$2KIntermountain Bird Obser…$2KLife's Kitchen$2KJoseph Branch Trail Cons…$2KWallowa Valley Music All…$2KBoise Baroque Orchestra$1K

Grant Size Distribution

76 grants across all recorded years

76<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include The College of Idaho ($10,000), Bridge Ada County in care of Treasre Valley YMCA ($8,000), Boise Public Schools Education Foundation ($5,000).

RecipientPurposeAmount
Boise Baroque Orchestra Boise, IDGeneral contribution, area of greatest need$1,000
Boise Public Schools Education Foundation Boise, IDGeneral contribution, area of greatest need$5,000
Bridge Ada County in care of Treasre Valley YMCA Boise, IDGeneral contribution, area of greatest need$8,000
Camp Wawenock Raymond, MECamp Wawenock Scholarship Fund$1,000
Chrysalis Womens Transitional Living Boise, IDGeneral contribution, area of greatest need$2,000
Intermountain Bird Observatory Boise, IDGeneral contribution, area of greatest need$2,000
Josephy Center for Arts and Culture Joseph, ORGeneral contribution, area of greatest need$1,000
Life's Kitchen Boise, IDGeneral contribution, area of greatest need$2,000
TIP Treasure Valley Kuna, IDGeneral contribution, area of greatest need$1,000
Terry Reilly Health Services Nampa, IDGeneral contribution, area of greatest need$4,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
Paula BrambleTrustee0.25
Eric TateTrustee0.25
Clinton TateTrustee0.25
Sydney P TateChairman0.25
Trenton TateTrustee1

Frequently Asked Questions

How large is The Tate Family Charitable Trust?

As of 2024, The Tate Family Charitable Trust holds $869K in total assets with $71K in annual revenue. It awarded 15 grants totaling $43K in 2024.

Where does The Tate Family Charitable Trust operate?

The Tate Family Charitable Trust has awarded grants in Idaho, Maine, Montana, Oregon.

What size grants does The Tate Family Charitable Trust award?

In 2024, The Tate Family Charitable Trust awarded 15 grants totaling $43K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is The Tate Family Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Tate Family Charitable Trust reported a distributable amount of $62K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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