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Foundation Lookup

Form 990-PFTax year 2025EIN 56-2044322

The Allen Tate Foundation

A private foundation in Charlotte, NC. Its return for tax year 2025 lists 6 grants and $32,500 paid in grants.

See which foundations fund work like yours Matching by cause, place and grant size

Tax year 2025 (period ending Dec 31, 2025), 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. It still lists the details below.

Deadlines
None
Restrictions
Payable to qualified charities in accordance with IRS code of 1986 as amended.

Assets and giving by year

8 returns on file
Grants paid by tax year. The latest year is in blue.

  • Tax year 2025

    $32,500

    Grants listed
    6
    Assets, end of year
    $292,752

  • Tax year 2024

    $124,000

    Grants listed
    8
    Assets, end of year
    $303,341

  • Tax year 2023

    $88,000

    Grants listed
    9
    Assets, end of year
    $289,698

  • Tax year 2022

    $153,133

    Grants listed
    34
    Assets, end of year
    $279,674

  • Tax year 2021

    $197,704

    Grants listed
    59
    Assets, end of year
    $338,574

  • Tax year 2020

    $333,046

    Grants listed
    82
    Assets, end of year
    $240,949

  • Tax year 2019

    $258,728

    Grants listed
    62
    Assets, end of year
    $315,701

  • Tax year 2018

    $253,970

    Grants listed
    78
    Assets, end of year
    $232,064

Grants paid in 2025

6 grants, largest first

As listed on the return.

  1. Carolina Thread Trail CapitalCharlotte, NC

    Unrestricted cash

    $10,000
  2. Homeowners Impact FundCharlotte, NC

    Unrestricted cash

    $10,000
  3. Boys Scouts of AmericaCharlotte, NC

    Unrestricted cash

    $5,000
  4. The Goodfellows ClubCharlotte, NC

    Unrestricted cash

    $5,000
  5. Charlotte Center City PartnersCharlotte, NC

    Unrestricted cash

    $2,000
  6. Friendship PlaceGeorgetown, SC

    Unrestricted cash

    $500

Where the money goes

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

  1. Human services1 grant $10,00095% of the total
  2. Housing and shelter1 grant $5005% of the total

By State

Grants to organizations with a US address, latest year.

  1. North Carolina5 grants $32,000
  2. South Carolina1 grant $500

Officers, directors and trustees

3 people as filed

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

  • H Allen Tate IIITRUSTEE Hours 0Pay $0
  • Patrick RileyTRUSTEE Hours 0Pay $0
  • Elizabeth GordonTRUSTEE Hours 0Pay $0

The return

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