Tate Family Foundation
Tate Family Foundation is a private foundation based in Fox Point, Wisconsin. Its 2024 filing reports grants to charitable organizations, with most grant dollars going to Wisconsin recipients.
Tate Family Foundation at a glance
In short: Tate Family Foundation gave $848K across 22 grants in 2024 (avg $39K), mostly in Wisconsin. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $848,125
- +1709.3% vs 2023
- Grants made (2024)
- 22
- +144.4% vs 2023
- Average grant
- $38,551
- +640.2% vs 2023
- Median grant
- $10,000
- Total assets
- $16,082,462
- -3.6% vs 2023
- Primary geography
- Wisconsin (85% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
How to apply to Tate Family Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 6807 N Lake Drive, Fox Point, WI 53217
Phone: (262) 370-5495
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Tate Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Sojourner Family Center ($500K). Together the top 10 received $760K.
Grant Size Distribution
47 grants across all recorded years
The most common grant size was under $50K: 44 grants of 47 (94%).
Geographic Focus
Where this funder awards grants
In 2024, 85% of grant dollars went to recipients in Wisconsin. Other recipient-state shares were South Carolina, 6%; California, 4%; Colorado, 2%; and Utah, 2%.
Grant Distribution by State
Share of 2024 grant dollars across all 22 itemized grants.
Cities
How Tate Family Foundation gives
- 36% of 2024 grantees were also funded in 2023. Method
- Giving grew 1442% from 2021 to 2024. Method
- In 2024 it paid out 340% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2024). 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 2019 to 2024, annual grant giving ranged from $30K (2019) to $848K (2024). In 2024 it made 22 grants totaling $848K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Sojourner Family Center Milwaukee, WI | General Fund | $500,000 |
| Secure Futures Milwaukee, WI | General Fund | $54,909 |
| Betty Brinn Children's Museum Milwaukee, WI | General Fund | $52,640 |
| All-in Milwaukee Milwaukee, WI | General Fund | $42,451 |
| Angel Flight West Santa Monica, CA | General Fund | $25,000 |
| City Forward Collective Milwaukee, WI | General Fund | $20,000 |
| Halter Spartanburg, SC | General Fund | $20,000 |
| Naturaland Trust Greenville, SC | General Fun D | $20,000 |
| Roaring Forks Sports Carbondale, CO | General Fund | $15,000 |
| Julie Valentine Center Greenville, SC | General Fund | $10,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $16,082,462 | $386,030 | $1,003,784 | $848,125 | 22 | $849,207 | $313,220 | $249,465 |
| 2023 | $16,689,592 | $16,026,328 | $58,069 | $46,875 | 9 | $47,481 | $24,727 | $653,286 |
| 2022 | $716,957 | $517,605 | $37,755 | $36,000 | 6 | $36,275 | $16,125 | $39,203 |
| 2021 | $263,795 | $12,779 | $57,141 | $55,000 | 5 | $55,275 | $11,371 | $23,700 |
| 2020 | $253,117 | $33,567 | $112,665 | $109,500 | 5 | — | $31,119 | $22,713 |
| 2019 | $352,235 | $10,334 | $30,355 | $30,000 | 5 | — | $11,729 | $23,977 |
Under IRS private-foundation payout rules, Tate Family Foundation reported a distributable amount of $249K for 2024 — 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 foundation is provided. Its 2024 grants include support for organizations working in varied areas. For example, All-In Milwaukee describes its work as helping limited-income Milwaukee students complete college and build careers; City Forward Collective says it works to end educational inequity and expand access to high-quality schools. Angel Flight West describes arranging free air transportation for people facing health care and other compelling needs, while Naturaland Trust describes its work as maintaining and preserving natural areas for public benefit.
Grantmaking
In 2024, the foundation made 22 grants totaling $848,125. Awards ranged from $3,125 to $500,000, with a median grant of $10,000. The largest grants included $500,000 to Sojourner Family Center, $54,909 to Secure Futures, $52,640 to Betty Brinn Children’s Museum, and $42,451 to All-In Milwaukee. Each was designated for general fund support.
In 2023, the foundation reported 9 grants totaling $46,875. In 2022, it reported 6 grants totaling $36,000. Other 2024 recipients included Angel Flight West ($25,000), City Forward Collective ($20,000), Naturaland Trust ($20,000), Zachary Horton Foundation ($10,000), Julie Valentine Center ($10,000), and Racine Literacy Council ($10,000). The Julie Valentine Center describes its work as counseling and supporting abused persons and families; Racine Literacy Council says it provides reading and writing instruction to Racine County residents through trained volunteer tutors. Its 2024 filing, the latest on this page, reports 22 grants totaling $848,125.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Jenifer Tate as president, Joseph P. Tate as treasurer, and Samara Noll as secretary.
Tate Family Foundation is led by Jenifer Tate, President since 2022 (on filings since 2019); none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
Jenifer Tate
President
Director → President, 2022
On filings since 2019
1 hr/week
No compensation reported
Joseph P. Tate
Treasurer
On filings since 2022
2 hrs/week
No compensation reported
Samara Noll
Secretary
On filings since 2022
1 hr/week
No compensation reported
Former officers (2)
- Former: Casandra Tate Mahoney (2019–2021) — Director
- Former: Mark Mahoney (2019–2021) — Director
Data from IRS Form 990 filings, 2019–2024. "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 Tate Family Foundation
How much does Tate Family Foundation give each year?
Tate Family Foundation gave $848K across 22 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $47K across 9 grants.
What is Tate Family Foundation's typical grant size?
Tate Family Foundation's median grant in 2024 was $10,000, and its average grant was $38,551, across 22 grants on its 2024 IRS Form 990-PF.
Where does Tate Family Foundation give grants?
Tate Family Foundation gives mostly in Wisconsin: 85% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was South Carolina (6%). The most frequent recipient cities were Milwaukee, WI (7 grants) and Greenville, SC (2 grants).
Does Tate Family Foundation give general operating support?
Yes: 100% of Tate Family Foundation's 2024 grants with a stated purpose (22 of 22) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Tate Family Foundation's largest grantees?
Tate Family Foundation's largest 2024 grantees include Sojourner Family Center ($500,000), Secure Futures ($54,909) and Betty Brinn Children's Museum ($52,640), according to its 2024 IRS Form 990-PF. Together they received 72% of its itemized 2024 grant dollars.
How large is Tate Family Foundation?
Tate Family Foundation reported $16.1M in total assets on its 2024 IRS Form 990-PF. It paid out $849K in qualifying distributions that year, against a required minimum of $249K (roughly 5% of its investment assets).
What does Tate Family Foundation fund?
No mission statement for the foundation is provided. Its 2024 grants include support for organizations working in varied areas. See mission & focus areas ↑
How do I apply for a grant from Tate Family Foundation?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Tate Family Foundation's EIN?
Tate Family Foundation's EIN (Employer Identification Number) is 39-1790720. IRS Form 990 filing data is available on this page for 2019–2024.
Does Tate Family Foundation 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
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS July 1, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 17, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS July 28, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 2, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS October 23, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 17, 2025)
- IRS filings on file for fiscal years 2019–2024
Explore Open Grants
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Cite this profile
Grantable. (2026). Tate Family Foundation funder profile. GrantGraph. Retrieved October 8, 2026, from https://grantable.co/funders/tate-family-foundation-morg_a799dfa13596419fa1e588c979fd1a98
BibTeX
@misc{grantable_391790720_2026,
author = {{Grantable}},
title = {{Tate Family Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/tate-family-foundation-morg_a799dfa13596419fa1e588c979fd1a98},
note = {Accessed 2026-10-08. 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 Tate Family Foundation'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.
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