Private foundation (trust)EIN 825408705Est. 2019-04
STEPHEN AND JACQUELYN TATE
NEW MARKET, MD 21774
Total Assets
$2.7M
FY 2023
Annual Giving
$113K
FY 2023
Grants Made
15
FY 2023
Avg Grant
$8K
FY 2023
Grant Range
$200–$30K
Typical
Deadlines
—
Applications
Focus Areas
Financial Snapshot
2023 filing
Total Revenue
$497K
Total Expenses
$116K
Qualifying Distributions
$113K
Distributable Amount
$110K
Min. Investment Return
$111K
Payout rate
Qualifying distributions as a share of distributable amount.
Grant Range
15 grants
Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.
Giving Over Time
4 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
62 grants
Grant Size Distribution
62 grants
Geographic Focus
7 states
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