THE ALLEN TATE FOUNDATION
https://N/A
$370K
Total Assets (2024)
$122K
Avg Yearly Giving (2022–2024)
$366K
Giving on File
(3 yrs)
(3 yrs)
50
Grants on File
$18K
Avg Grant Size
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
7043677310
Deadlines
NONE
Restrictions
PAYABLE TO QUALIFIED CHARITIES IN ACCORDANCE WITH IRS CODE OF 1986 AS AMENDED.
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2018 | N/A | $277K | $184K | N/A |
| 2019 | N/A | $447K | $343K | N/A |
| 2020 | N/A | $330K | $259K | N/A |
| 2022 | $153K | $340K | $96K | 34 |
| 2023 | $88K | $318K | $97K | 9 |
| 2024 | $125K | $370K | $142K | 7 |
Grant Size Distribution
Based on 50 grants on record
Minimum
$437
25th Pctl
$2K
Median
$2K
Average
$7K
75th Pctl
$5K
Maximum
$52K
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| H ALLEN TATE III | TRUSTEE | — |
| ELIZABETH GORDON | TRUSTEE | — |
| PATRICK RILEY | TRUSTEE | — |
Grants Awarded (50 total)
| Recipient | Location | Amount | Purpose | Year |
|---|---|---|---|---|
| BOYS SCOUTS OF AMERICA | CHARLOTTE, NC | $52,500 | UNRESTRICTED CASH | 2023 |
| AMERICAN RED CROSS | WASHINGTON, DC | $50,000 | UNRESTRICTED CASH | 2024 |
| BOYS SCOUTS OF AMERICA | CHARLOTTE, NC | $50,000 | UNRESTRICTED CASH | 2022 |
| BOYS SCOUTS OF AMERICA | CHARLOTTE, NC | $50,000 | UNRESTRICTED CASH | 2024 |
| BEST NC | CARY, NC | $20,000 | UNRESTRICTED | 2022 |
| CHARLOTTE CENTER CITY PARTNERS | CHARLOTTE, NC | $10,000 | UNRESTRICTED CASH | 2023 |
| CAROLINA THREAD TRAIL CAPITAL | CHARLOTTE, NC | $10,000 | UNRESTRICTED | 2024 |
| CAROLINA THREAD TRAIL CAPITAL | CHARLOTTE, NC | $10,000 | UNRESTRICTED | 2022 |
| CAROLINA THREAD TRAIL CAPITAL | CHARLOTTE, NC | $10,000 | UNRESTRICTED | 2023 |
| MAKE A WISH | CHARLOTTE, NC | $7,500 | UNRESTRICTED CASH | 2024 |
| GUILFORD EDUCATION ALLIANCE | GREENSBORO, NC | $5,611 | UNERSTRICTED CASH | 2022 |
| MECKLENBURG COUNTY CITIZENS PUB ED | CHARLOTTE, NC | $5,301 | UNRESTRICTED CASH | 2022 |
| AMERICAN HEART ASSOCIATION | CHARLOTTE, NC | $5,000 | UNRESTRICTED CASH | 2023 |
| HOPE INTERNATIONAL | LANCASTER, PA | $5,000 | UNRESTRICTED CASH | 2024 |
| COMMUNITIES IN SCHOOLS | CHARLOTTE, NC | $5,000 | UNRESTRICTED CASH | 2022 |
| IREDELL STATESVILLE SCHOOLS | STATESVILLE, NC | $4,755 | UNRESTRICTED CASH | 2022 |
| POE CENTER FOR HEALTH EDUCATION | RALEIGH, NC | $4,600 | UNRESTRICTED CASH | 2022 |
| GREENVILLE COUNTY SCHOOLS | GREENVILLE, SC | $4,200 | UNRESTRICTED CASH | 2022 |
| EDUCATOR WAREHOUSE FORSYTH EDUCATI | WINSTON SALEM, NC | $3,500 | UNRESTRICTED CASH | 2022 |
| ROCK HILL DIST 3 SCHOOLS | ROCK HILL, SC | $3,170 | UNERSTRICTED CASH | 2022 |
| AMERICAN CANCER SOCIETY | CHARLOTTE, NC | $3,000 | UNRESTRICTED | 2023 |
| FOUNDATION FOR THE CAROLINAS | CHARLOTTE, NC | $3,000 | UNRESTRICTED CASH | 2022 |
| KANNAPOLIS EDUCATION FOUNDATION | KANNAPOLIS, NC | $2,869 | UNRESTRICTED CASH | 2022 |
| COMMUNITIES IN SCHOOLS IN WAKE CTY | RALEIGH, NC | $2,688 | UNRESTRICTED CASH | 2022 |
| PROVIDENCE DAY SCHOOL | CHARLOTTE, NC | $2,500 | UNRESTRICTED | 2022 |