The Wisconsin State Capitol

Form 990-PFTax year 2024EIN 39-1790720

Tate Family Foundation

A private foundation in Fox Point, WI. Its return for tax year 2024 lists 22 grants and $848,125 paid in grants.

Tax year 2024 (period ending Dec 31, 2024), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Preselected only

The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests.

Assets and giving by year

7 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2024

    $848,125

    Grants listed
    22
    Assets, end of year
    $16,082,462
  • Tax year 2023

    $46,875

    Grants listed
    9
    Assets, end of year
    $16,689,592
  • Tax year 2022

    $36,000

    Grants listed
    6
    Assets, end of year
    $716,957
  • Tax year 2021

    $55,000

    Grants listed
    5
    Assets, end of year
    $263,795
  • Tax year 2020

    $109,500

    Grants listed
    5
    Assets, end of year
    $253,117
  • Tax year 2019

    $30,000

    Grants listed
    5
    Assets, end of year
    $352,235
  • Tax year 2018

    $20,000

    Grants listed
    4
    Assets, end of year
    $372,256

Grants paid in 2024

22 grants, largest first

As listed on the return.

  1. Sojourner Family CenterMilwaukee, WI

    General fund

    $500,000
  2. Secure FuturesMilwaukee, WI

    General fund

    $54,909
  3. Betty Brinn Children's MuseumMilwaukee, WI

    General fund

    $52,640
  4. All-In MilwaukeeMilwaukee, WI

    General fund

    $42,451
  5. Angel Flight WestSanta Monica, CA

    General fund

    $25,000
  6. City Forward CollectiveMilwaukee, WI

    General fund

    $20,000
  7. HalterSpartanburg, SC

    General fund

    $20,000
  8. Naturaland TrustGreenville, SC

    General fun d

    $20,000
  9. Roaring Forks SportsCarbondale, CO

    General fund

    $15,000
  10. Julie Valentine CenterGreenville, SC

    General fund

    $10,000
  11. San Pete PantryMount Pleasant, UT

    General fund

    $10,000
  12. Unity in HopeCedarburg, WI

    General fund

    $10,000
  13. Zachary Horton FoundationFresno, CA

    General fund

    $10,000
  14. Racine Literacy CouncilRacine, WI

    General fund

    $10,000
  15. Brookfield AcademyBrookfield, WI

    General fund

    $10,000
  16. Divine Savior Holy AngelsMilwaukee, WI

    General fund

    $10,000
  17. Wi Youth Sports AssociationMuskego, WI

    General fund

    $5,000
  18. Global ChildrenAtlanta, GA

    General fund

    $5,000
  19. Friends of the Fox Point PoolFox Point, WI

    General fund

    $5,000
  20. Chicago Public Library FoundationChicago, IL

    General fund

    $5,000
  21. Boys & Girls Clubs of WiWaunakee, WI

    General fund

    $5,000
  22. Building Utah YouthOgden, UT

    General fund

    $3,125

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Education3 grants $67,45152% of the total
  2. Health1 grant $25,00019% of the total
  3. Environment1 grant $20,00015% of the total
  4. Mental health1 grant $10,0008% of the total
  5. Human services1 grant $5,0004% of the total
  6. Youth development1 grant $3,1252% of the total

By State

Grants to organizations with a US address, latest year.

  1. Wisconsin12 grants $725,000
  2. South Carolina3 grants $50,000
  3. California2 grants $35,000
  4. Colorado1 grant $15,000
  5. Utah2 grants $13,125
  6. Georgia1 grant $5,000
  7. Illinois1 grant $5,000

Officers, directors and trustees

3 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Joseph P TateTREASURER Hours 2Pay $0
  • Jenifer TatePRESIDENT Hours 1Pay $0
  • Samara NollSECRETARY Hours 1Pay $0

The return

More foundations

Similar foundations

Same main cause (education), giving between a quarter and four times this foundation’s where possible, nearby first.

  1. Comer Science & Education FoundationWaukesha, WI 9 grants Preselected only $841,546 giving
  2. Raynor Father John P Charitable TRMilwaukee, WI 1 grant Preselected only $889,667 giving
  3. Bernard E and Alyce G Dahlin Foundation IncGreen Bay, WI 15 grants Accepts applications $802,000 giving
  4. Integrity TrustAltoona, WI 1 grant Preselected only $900,000 giving
  5. Salzwedel Family Fund LTDMadison, WI 44 grants Preselected only $778,490 giving