Skip to content
Tate Family Foundation at a glance

· Private foundation

Tate Family Foundation

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$848k
Granted FY2024still arriving
22
Grants FY2024still arriving
7
States reached
$500k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
0193% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Human Services$681kEducation$186kHealth$94kArts & Culture$77kYouth Development$29kEnvironment$25kFood & Nutrition$15kRecreation & Sports$10kOther$0
02FY2024 · 22 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k6 grants · $28k
  • $10k–50k13 grants · $212k
  • $50k–250k2 grants · $108k
  • $250k+1 grant · $500k
$10,000
Median grant
7
States reached
$16M
Total assets
Largest grants
RecipientAmount
SOJOURNER FAMILY CENTER$500,000
SECURE FUTURES$54,909
BETTY BRINN CHILDREN'S MUSEUM$52,640
ALL-IN MILWAUKEE$42,451
ANGEL FLIGHT WEST$25,000
NATURALAND TRUST$20,000
CITY FORWARD COLLECTIVE$20,000
HALTER$20,000
Individual grant recipient$15,000
BROOKFIELD ACADEMY$10,000
DIVINE SAVIOR HOLY ANGELS$10,000
Individual grant recipient$10,000
SAN PETE PANTRY$10,000
RACINE LITERACY COUNCIL$10,000
JULIE VALENTINE CENTER$10,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY17–24, $171k) land where the poverty rate runs at 17%, against an area that typically sits at 12%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 12%FRIENDS OF THE FOX POINT POOL: $5k → 17%SECURE FUTURES: $55k → 17%SECURE FUTURES: $35k → 17%SECURE FUTURES: $10k → 17%SECURE FUTURES: $10k → 17%SECURE FUTURES: $10k → 17%SECURE FUTURES: $6k → 17%SECURE FUTURES: $5k → 17%SOJOURNER FAMILY PEACE: $35k → 17%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

42%of every dollar goes to organizations it has funded before.
$490k · 14 repeat orgs$681k to everyone else

Grantees it renews have grown median revenue +33% since the first grant, against +32% for those funded once.

14 repeat relationships: 10 still active in FY2024, 4 since wound down; 12 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

14
4

Total granted

$490k
$48k

Median revenue growth · since first grant

+33%
+32%

Still filing today

71%
50%

New vs renewed · share of each year

In FY2024, 25% of grant dollars renewed an existing relationship; $632k went to new ones.

50%100%’17’18’19’20’21’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22’23’24
EducationHuman ServicesEnvironmentHealthArts & CultureYouth DevelopmentOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • SECUREFUTURES FOUNDATION INC
    7× · 2017–2024 · $131k · revenue +155%
  • CITY FORWARD COLLECTIVE INC
    6× · 2019–2024 · $78k · revenue +383%
  • BB
    BETTY BRINN CHILDREN'S MUSEUM INC
    3× · 2022–2024 · $62k · revenue +6%

Funded once

  • SOJOURNER FAMILY PEACE CENTER INCgraduated
    one grant, 2020 · $35k · revenue +32%
  • BA
    BOYS AND GIRLS CLUBS
    one grant, 2019 · $5k
  • GROUNDWORK MILWAUKEE INCgraduated
    one grant, 2019 · $5k · revenue +32%
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
A Better Chicago

A better chicago is changing how chicago fights poverty by investing in bold ideas that create opportunity for our youth.

Human Services
2
Wisconsin Policy Forum Inc

We conduct impartial public policy research and analysis to drive informed debate and effective decision-making in the state of wisconsin.

Public Benefit
3
Family Futures

To help all children in our community reach their full potential.

Crime & Legal
4
South Buffalo Charter School

South buffalo charter school provides elementary education to students in grades kindergarten through eighth grade. we are a professional learning community. our focus on learning is driven by research, data and collaborative reflection to…

Education
5
Cap Services Inc

Cap services, inc.'s mission is to transform people and communities to advance social and economic justice.

Human Services
6
Springboard Collaborative

Springboard collaborative combines targeted student instruction with parent training in an incentivized system that closes the literacy gap, by transferring the summer from a barrier into a springboard for financially disadvantaged…

Human Services
7
Milwaukee Excellence Inc

The mission of the organization is to provide a high quality education for all students with choices after graduation that will provide financial stability, inspire personal freedom to builda legacy.

—
8
Central City Cyberschool of Milwaukee Inc

A charter school providing motivation to inner city children to promote a successful future

Education
9
Chicago Public Education Fund

The chicago public education fund (the fund) is a nonprofit organization that improves public schools in chicago by investing in the talented educators who lead them.

Education
10
Academy for Global Citizenship Charter School

Academy for global citizenship charter school (agc) develops mindful leaders who take action both now and in the future to positively impact their communities and the world beyond.

Education
11
Tutoring Chicago

Tutoring chicago delivers the power of education through one-to-one tutoring.

Arts & Culture
12
Dane County Parent Council Inc

Dane county parent council changes the lives of underserved children and families through education and supportive services.

Education
How this is measured
The grantee most central to the portfolio’s shape is City Forward Collective Inc; the most unlike its peers is Naturaland Trust. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

19 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 19 of the 30 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

1
Load-bearing (≥25% of a budget)
6
Early backer (in before they grew)
18/19
Grantees still filing
15/19
Grew since first funded

Where the money sits, by cause and then by grantee

SOJOURNER FAMILY CENTER: $500,000 · OtherSOJOURNER FAMILY CENTERHALTER (HEALING AND LEARNING THROUGH EQUINE RELATIONSHIPS): $27,500 · Other+13 more: $133,125 · Other+13 moreSECUREFUTURES FOUNDATION INC: $130,909 · Human ServicesSECUREFUTURES FO…SOJOURNER FAMILY PEACE CENTER INC: $35,000 · Human ServicesSOJOURNER FAMILY…+1 more: $5,000 · Human ServicesCITY FORWARD COLLECTIVE INC: $78,000 · EducationCITY FORWARD C…ALL-IN MILWAUKEE INC: $42,451 · EducationALL-IN MILWAUK…DR HOWARD FULLER COLLEGIATE ACADEMY INC: $16,000 · EducationDR HOWARD FULL…ACADEMY OF BASIC EDUCATION INC: $10,000 · EducationACADEMY OF BAS…+1 more: $5,000 · EducationZACHARY HORTON FOUNDATION: $34,125 · HealthANGEL FLIGHT WEST INC: $32,500 · HealthBETTY BRINN CHILDREN'S MUSEUM INC: $61,765 · Arts & CultureNaturaland Trust: $20,000 · EnvironmentGROUNDWORK MILWAUKEE INC: $5,000 · EnvironmentBuilding Utah Youth: $19,125 · Youth DevelopmentSANPETE PANTRY: $15,000 · Food & Nutrition
Other$660,625Human Services$170,909Education$151,451Health$66,625Arts & Culture$61,765Environment$25,000Youth Development$19,125Food & Nutrition$15,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10Mgrantee revenue →↑ funder's share of their budgetSECUREFUTURES FOUNDATION INC: $130,909 over 7y, 2.8% of budgetCITY FORWARD COLLECTIVE INC: $78,000 over 6y, 1.1% of budgetBETTY BRINN CHILDREN'S MUSEUM INC: $61,765 over 3y, 2.0% of budgetALL-IN MILWAUKEE INC: $42,451 over 1y, 0.8% of budgetSOJOURNER FAMILY PEACE CENTER INC: $35,000 over 1y, 0.5% of budgetZACHARY HORTON FOUNDATION: $34,125 over 4y, 29% of budgetANGEL FLIGHT WEST INC: $32,500 over 2y, 0.3% of budgetHALTER (HEALING AND LEARNING THROUGH EQUINE RELATIONSHIPS): $27,500 over 2y, 4.7% of budgetNaturaland Trust: $20,000 over 1y, 0.5% of budgetBuilding Utah Youth: $19,125 over 3y, 6.0% of budgetDR HOWARD FULLER COLLEGIATE ACADEMY INC: $16,000 over 2y, 0.2% of budgetJULIE VALENTINE CENTER: $15,000 over 2y, 0.5% of budgetSANPETE PANTRY: $15,000 over 2y, 0.6% of budgetACADEMY OF BASIC EDUCATION INC: $10,000 over 1y, 0.1% of budgetRacine Literacy Council Inc: $10,000 over 1y, 3.8% of budgetSCHOOLS THAT CAN MILWAUKEE INC: $10,000 over 2y, 0.3% of budgetCHICAGO PUBLIC LIBRARY FOUNDATION: $5,000 over 1y, 0.1% of budgetGROUNDWORK MILWAUKEE INC: $5,000 over 1y, 1.1% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Baird Foundation IncHerbert H Kohl Charit…Greater Milwaukee Fou…Weiss Family Foundati…Ralph Evinrude Founda…Green Bay Packers Fou…Arzbaecher Family Fou…Gardner FoundationBrewers Community Fou…Anon Charitable TrustHarley-Davidson Found…Waukesha County Commu…
Baird Foundation IncWI19.2× affinity9 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Baird Foundation Inc · Herbert H Kohl Charities Inc · Greater Milwaukee Foundation Inc · Weiss Family Foundation · Ralph Evinrude Foundation Inc · Green Bay Packers Foundation · Arzbaecher Family Foundation · Gardner Foundation · Brewers Community Foundation Inc · Anon Charitable Trust · Harley-Davidson Foundation Inc · Waukesha County Community Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Tate Family Foundation funds: left to right is the share of its income from government, bottom to top the share from Tate Family Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%2%8%17%30%funder's share of their income ↑0%6%13%19%25%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    6report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–25%
    typical government reliance, FY20–25
    How this is measured
    Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

    On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 30 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

    How this is measured
    Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

    Generated from the IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

    Play a game based on Tate Family’s filings →

    More from the funding graph

    The unnamed billions
    grants reported with no recipient in the public record
    The regranting layer
    51% of grant dollars land in the regranting layer
    The DAF merry-go-round
    $9.7B circulates between donor-advised funds
    The endowment market
    who holds foundation money, and what just moved
    The camps
    funders cluster by geography, not ideology
    By state
    where grant money is based, and what stays home