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TATE FAMILY FOUNDATION

Fox point, WI Tax ID: 39-1790720

The Tate Family Foundation, located in Fox Point, WI, manages assets of $16.7 million and supports various cities across CA, SC, UT, and WI, with key personnel working without compensation.

About TATE FAMILY FOUNDATION

Comprehensive foundation profile based on the most recent IRS Form 990 filing

The Tate Family Foundation, based in Fox Point, Wisconsin, is a private foundation with assets totaling approximately $16.7 million. In the most recent fiscal year, the foundation reported expenses of $58,069 and revenue of $16,026,328. The foundation supports various cities across the United States, including Cedarburg, Fresno, Greenville, Milwaukee, Mount Pleasant, Muskego, Ogden, Santa Monica, and Spartanburg, and operates in the states of California, South Carolina, Utah, and Wisconsin. The foundation is managed by key personnel including Joseph P. Tate as Treasurer, Jenifer Tate as President, and Samara Noll as Secretary, all of whom work minimal hours without compensation. The foundation does not specify particular subject areas for its funding.

Focus Areas

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Geographic Focus

CASCUTWI

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Key Statistics
Total Assets $16.7M
Total Awarded This Year $47K
Average Grant Size $23
Total Grants (Previous Year) 1,349
Open to New Applicants
% New Applicants Funded
Contact Information
Fox point, WI
Geographic Funding Distribution

Financials

Total Assets
$16.7M

+2.6% from previous year

Annual Grants
$47K

9 grants awarded in 2024

Expense Ratio
0.4%

Of total revenue spent on programs

Annual Grant Distribution
Revenue vs Expenses
Assets Over Time

Grants

Grant Awards
PurposeLocation
$15,000ZACHARY HORTON FOUNDATIONGENERAL FUNDFresno, CA, US2022
$10,000CITY FORWARD COLLECTIVEGENERAL FUNDMilwaukee, WI, US2022
$10,000SECURE FUTURESGENERAL FUNDMilwaukee, WI, US2022
$10,000DR HOWARD FULLER COLLEGIATE ACADEMYGENERAL FUNDMilwaukee, WI, US2022
$10,000BUILDING UTAH YOUTHGENERAL FUNDOgden, UT, US2022
$7,500ANGEL FLIGHT WESTGENERAL FUNDSanta monica, CA, US2024
$7,500CITY FORWARD COLLECTIVEGENERAL FUNDMilwaukee, WI, US2024
$7,500HALTERGENERAL FUNDSpartanburg, SC, US2024
$6,000BETTY BRINN CHILDREN'S MUSEUMGENERAL FUNDMilwaukee, WI, US2023
$6,000BUILDING UTAH'S YOUTHGENERAL FUNDOgden, UT, US2023

People

Leadership & Staff

Compensation data from most recent available 990 forms

JP

JOSEPH P TATE

TREASURER

$0 2024
JT

JENIFER TATE

PRESIDENT

$0 2024
SN

SAMARA NOLL

SECRETARY

$0 2024
Showing 3 of 3 leadership and staff members

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Financial data sourced from IRS 990 forms via ProPublica Nonprofit Explorer

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Last updated on August 25, 2025

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