The John Jordan and Rebecca Pate Memorial Trust
ANDALUSIA, AL EIN: 31-6633685
Financial Overview
From 2023 IRS Form 990-PF
Total Assets
$96K
+1.7% YoY
Annual Giving
—
Grant Count
0
Avg Grant Size
—
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2023 | 2022 | 2021 |
|---|---|---|---|
| Total Assets | $96,075 | $94,443 | $94,218 |
| Revenue | $3,863 | $2,028 | $6,123 |
| Expenses | $2,231 | $3,381 | $3,845 |
| Qualifying Distributions | $2,231 | $3,381 | — |
| Net Investment Income | $477 | $631 | $100 |
| Distributable Amount | — | — | $5,080 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2023
Grant Size Distribution
1 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does The John Jordan and Rebecca Pate Memorial Trust fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2023 IRS filing
From 2023 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Jimmy E Pate | Trustee | 1 | — |
| Claudette G Pate | Trustee | 1 | — |
| Jason L Pate | Trustee | 1 | — |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Alabama $2K (100%)
States
Cities
Evergreen
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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