Tate Family Foundation | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Tate Family Foundation. Data shown is extracted from Form 990-PF filings.
EIN: 39-1790720
Foundation Overview
Based in Fox Point, WI, Tate Family Foundation has awarded 81 grants totaling $1,284,375 to organizations in Wisconsin, Utah and 5 other states across the US. Individual grants range from $3,125 to $500,000, with a median award of $6,000.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
12 of 22 recipients (55%) were new grantees. Foundation actively seeks new partnerships to expand impact. Fresh approaches and innovative programs receive serious consideration.
Geographic Focus
65% of grants are awarded in Wisconsin, with additional funding distributed across 6 other locations. The foundation balances regional focus with broader geographic diversity. Within Wisconsin, funding concentrates in Milwaukee (81%), Muskego (6%), Cedarburg (6%).
Funding Trajectory
Strong 3292% growth in annual giving over 8 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.
Program Areas
Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Tate Family Foundation's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Angel Flight West | $25,000 | Santa Monica, CA, US | General Fund | 2024 |
| Betty Brinn Children's Museum | $52,640 | Milwaukee, WI, US | General Fund | 2024 |
| City Forward Collective | $20,000 | Milwaukee, WI, US | General Fund | 2024 |
| Halter | $20,000 | Spartanburg, SC, US | General Fund | 2024 |
| Julie Valentine Center | $10,000 | Greenville, SC, US | General Fund | 2024 |
| San Pete Pantry | $10,000 | Mount Pleasant, UT, US | General Fund | 2024 |
| Unity In Hope | $10,000 | Cedarburg, WI, US | General Fund | 2024 |
| Zachary Horton Foundation | $10,000 | Fresno, CA, US | General Fund | 2024 |
| Building Utah Youth | $3,125 | North Ogden, UT, US | General Fund | 2024 |
| Racine Literacy Council | $10,000 | Racine, WI, US | General Fund | 2024 |
| Wi Youth Sports Association | $5,000 | Muskego, WI, US | General Fund | 2024 |
| Brookfield Academy | $10,000 | Brookfield, WI, US | General Fund | 2024 |
| Secure Futures | $54,909 | Milwaukee, WI, US | General Fund | 2024 |
| All-in Milwaukee | $42,451 | Milwaukee, WI, US | General Fund | 2024 |
| Divine Savior Holy Angels | $10,000 | Milwaukee, WI, US | General Fund | 2024 |
| Global Children | $5,000 | Atlanta, GA, US | General Fund | 2024 |
| Friends Of The Fox Point Pool | $5,000 | Milwaukee, WI, US | General Fund | 2024 |
| Sojourner Family Center | $500,000 | Milwaukee, WI, US | General Fund | 2024 |
| Chicago Public Library Foundation | $5,000 | Chicago, IL, US | General Fund | 2024 |
| Roaring Forks Sports | $15,000 | Carbondale, CO, US | General Fund | 2024 |
| Boys & Girls Clubs Of Wi | $5,000 | Waunakee, WI, US | General Fund | 2024 |
| Naturaland Trust | $20,000 | Greenville, SC, US | General Fun D | 2024 |
| Angel Flight West | $7,500 | Santa Monica, CA, US | General Fund | 2023 |
| Betty Brinn Children's Museum | $3,125 | Milwaukee, WI, US | General Fund | 2023 |
| City Forward Collective | $7,500 | Milwaukee, WI, US | General Fund | 2023 |
| Halter | $7,500 | Spartanburg, SC, US | General Fund | 2023 |
| Julie Valentine Center | $5,000 | Greenville, SC, US | General Fund | 2023 |
| San Pete Pantry | $5,000 | Mount Pleasant, UT, US | General Fund | 2023 |
| The Lutz Foundation | $3,125 | Muskego, WI, US | General Fund | 2023 |
| Unity In Hope | $5,000 | Cedarburg, WI, US | General Fund | 2023 |
| Zachary Horton Foundation | $3,125 | Fresno, CA, US | General Fund | 2023 |
| Angel Flight West | $7,500 | Santa Monica, CA, US | General Fund | 2023 |
| Betty Brinn Children's Museum | $3,125 | Milwaukee, WI, US | General Fund | 2023 |
| City Forward Collective | $7,500 | Milwaukee, WI, US | General Fund | 2023 |
| Halter | $7,500 | Spartanburg, SC, US | General Fund | 2023 |
| Julie Valentine Center | $5,000 | Greenville, SC, US | General Fund | 2023 |
| San Pete Pantry | $5,000 | Mount Pleasant, UT, US | General Fund | 2023 |
| The Lutz Foundation | $3,125 | Muskego, WI, US | General Fund | 2023 |
| Unity In Hope | $5,000 | Cedarburg, WI, US | General Fund | 2023 |
| Zachary Horton Foundation | $3,125 | Fresno, CA, US | General Fund | 2023 |
| Betty Brinn Children's Museum | $6,000 | Milwaukee, WI, US | General Fund | 2022 |
| Building Utah's Youth | $6,000 | Ogden, UT, US | General Fund | 2022 |
| City Forward Collective | $6,000 | Milwaukee, WI, US | General Fund | 2022 |
| Dr Howard Fuller Collegiate Academy | $6,000 | Milwaukee, WI, US | General Fund | 2022 |
| Secure Futures | $6,000 | Milwaukee, WI, US | General Fund | 2022 |
| Zachary Horton Foundation | $6,000 | Fresno, CA, US | General Fund | 2022 |
| Betty Brinn Children's Museum | $6,000 | Milwaukee, WI, US | General Fund | 2022 |
| Building Utah's Youth | $6,000 | Ogden, UT, US | General Fund | 2022 |
| City Forward Collective | $6,000 | Milwaukee, WI, US | General Fund | 2022 |
| Dr Howard Fuller Collegiate Academy | $6,000 | Milwaukee, WI, US | General Fund | 2022 |
| Secure Futures | $6,000 | Milwaukee, WI, US | General Fund | 2022 |
| Zachary Horton Foundation | $6,000 | Fresno, CA, US | General Fund | 2022 |
| Betty Brinn Children's Museum | $6,000 | Milwaukee, WI, US | General Fund | 2022 |
| Building Utah's Youth | $6,000 | Ogden, UT, US | General Fund | 2022 |
| City Forward Collective | $6,000 | Milwaukee, WI, US | General Fund | 2022 |
| Dr Howard Fuller Collegiate Academy | $6,000 | Milwaukee, WI, US | General Fund | 2022 |
| Secure Futures | $6,000 | Milwaukee, WI, US | General Fund | 2022 |
| Zachary Horton Foundation | $6,000 | Fresno, CA, US | General Fund | 2022 |
| City Forward Collective | $10,000 | Milwaukee, WI, US | General Fund | 2021 |
| Secure Futures | $10,000 | Milwaukee, WI, US | General Fund | 2021 |
| Dr Howard Fuller Collegiate Academy | $10,000 | Milwaukee, WI, US | General Fund | 2021 |
| Building Utah Youth | $10,000 | Ogden, UT, US | General Fund | 2021 |
| Zachary Horton Foundation | $15,000 | Fresno, CA, US | General Fund | 2021 |
| City Forward Collective | $29,500 | Milwaukee, WI, US | General Fund | 2020 |
| First Stage Theater | $5,000 | Milwaukee, WI, US | General Fundgeneral Fund | 2020 |
| Secure Futures | $35,000 | Milwaukee, WI, US | General Fund | 2020 |
| Sojourner Family Peace | $35,000 | Milwaukee, WI, US | General Fund | 2020 |
| Unity In Hope | $5,000 | Wauwatosa, WI, US | General Fund | 2020 |
| First Stage Theater | $5,000 | Milwaukee, WI, US | General Fund | 2018 |
| Schools That Can Milwaukee | $5,000 | Milwaukee, WI, US | General Fund | 2018 |
| Secure Futures | $5,000 | Milwaukee, WI, US | General Fund | 2018 |
| St Marcus Lutheran School | $5,000 | Milwaukee, WI, US | General Fund | 2018 |
| First Stage Theater | $5,000 | Milwaukee, WI, US | General Fund | 2017 |
| Secure Futures | $10,000 | Milwaukee, WI, US | General Fund | 2017 |
| Schools That Can Milwaukee | $5,000 | Milwaukee, WI, US | General Fund | 2017 |
| St Marcus Lutheran School | $5,000 | Milwaukee, WI, US | General Fund | 2017 |
| First Stage Theater | $5,000 | Milwaukee, WI, US | General Fund | 2016 |
| Make A Difference | $5,000 | Milwaukee, WI, US | General Fund | 2016 |
| Schools That Can Milwaukee | $5,000 | Milwaukee, WI, US | General Fund | 2016 |
| St Marcus Lutheran School | $5,000 | Milwaukee, WI, US | General Fund | 2016 |
| Girl Scouts Of Milwaukee Area Inc | $5,000 | Milwaukee, WI, US | General Fund | 2016 |
Foundations Similar to Tate Family Foundation
Discover 5 foundations with comparable assets ($15,878,829-$17,724,908), similar grant patterns, and geographic focus in WI that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
Trustage Foundation Inc
EIN: 39-6105418 | 885 grants awarded |
$16,678,812
(≈ Similar) |
$10,000
median grant |
Madison, WI
Same state |
|
|
Cummings-christensen Family Foundation
EIN: 39-2041875 | 463 grants awarded |
$16,852,026
(≈ Similar) |
$5,500
median grant |
Madison, WI
Same state |
|
|
Dugan-scallon Foundation
EIN: 86-6635517 | 68 grants awarded |
$16,167,369
(≈ Similar) |
$12,000
median grant |
Milwaukee, WI
Same state |
|
|
The Victor And Christine Anthony
EIN: 26-0851891 | 509 grants awarded |
$15,878,829
(≈ Similar) |
$10,000
median grant |
Waupaca, WI
Same state |
|
|
Duane & Dorothy Bluemke Foundation Ltd
EIN: 20-2058965 | 472 grants awarded |
$17,724,908
(≈ Similar) |
$5,000
median grant |
Sturgeon Bay, WI
Same state |
|
Related Foundation Resources in WI:
Contact Information
Official contact details for Tate Family Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 39-1790720 |
| Website | N/A |
| Address | 6807 N LAKE DRIVE Fox Point, WI 53217-0000 |
Key People (3)
Board members, trustees, and key staff who oversee Tate Family Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Treasurer | Joseph P Tate |
|---|---|
| President | Jenifer Tate |
| Secretary | Samara Noll |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for Tate Family Foundation is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
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