2024-11-15T06:35:34-08:00 2024-06-30 621667689 SANFORD & COMPANY CPAS 812 DEQUEEN ST MENA AR 71953 990PF 2023-07-01 716185232 Tate Family Foundation TATE 5018315524 5902 SW Gentle Winds Rd Bentonville AR 72713 Lawrence J Tate Trustee 2024-11-14 true true Lori Johnston Henry P00918558 4793945414 2023 2024-10-15 13:58:12Z X 508864 X X 20 20 7918 7918 20498 84659 20498 28436 28436 1300 1040 308 124 12 7 1620 1171 0 20000 20000 21620 1171 20000 6816 27265 -7444 1787 220733 218324 508864 6 213295 220111 508864 0 X 213295 220111 213295 220111 213295 220111 213295 6816 220111 220111 25 URI United Rentals Inc P 2023-06-08 2023-07-14 11076 9736 1340 1340 100 VZ Verizon P 2004-03-31 2023-07-06 3739 3330 409 409 10 MSFT Microsoft P 2002-01-24 2023-07-12 3345 325 3020 3020 5 AMZN Amazon P 2016-02-10 2023-07-14 676 125 551 551 45 STZ Constellation P 2019-02-07 2023-08-15 11963 7818 4145 4145 110 CROX Crocs Inc P 2023-10-24 2024-03-25 15647 9865 5782 5782 50 BA Boeing Co P 2015-08-27 2024-03-13 9153 6564 2589 2589 60 CVX Chevron Corp P 2024-06-18 9310 10013 -703 -703 25 TSLA Tesla Inc P 2023-06-06 2024-06-18 4611 5504 -893 -893 35 AMT Amern Tower Corp P 2018-03-26 2024-06-27 6811 5063 1748 1748 83 DUK Duke Energy Corp P 2001-11-12 2024-06-27 8328 5818 2510 2510 20498 6419 379 379 379 379 0 false false false false false false false true true AR false false false false false true N/A Lawrence J Tate 5018315524 5902 SW Gentle Winds Rd Bentonville AR 72713 false false false false false false false false false false false false false false false false false false false false false false Lorraine H Tate 2207 Camelot Drive Fort Smith AR 72903 Director 0.10 0 Suzanne Tate Poe 3600 South S Fort Smith AR 72903 Director 0.10 0 Lawrence J Tate 5902 SW Gentle Winds Rd Bentonville AR 72713 Trustee 0.50 0 Janet L Tate-Rice 425 Hidden Pines Lane Del Mar CA 92014 Director 0.10 0 Laura A Tate-Crow 131 Mohawk Drive Maumelle AR 72113 Director 0.10 0 NONE NONE 476440 4493 0 480933 0 480933 21300 459633 22982 22982 379 379 22603 22603 22603 20000 20000 22603 19835 20000 19835 0 165 22438 Lawrence J Tate Lawrence J Tate 5902 SW Gentle Winds Rd Bentonville AR 72713 5018688016 ljtate01@gmail.com No prescribed form. Applications should include a brief description and history of the organization, a certification of its tax exempt status and must demonstrate the need for the requested funds. None. None. ALS Association Greater San Diego 9929 Hibert St a San Diego CA 92131 None PC General operations 1000 Immaculate Conception Church PO BOx 1866 Fort Smith AR 72902 None PC General operations 1000 World Wildlife Fund P O Box 97180 Washington DC 20090 None PC General operations 1000 KPBS Foundation 5200 Campanile Drive San Diego CA 92182 None PC General operations 1000 CARTI Cancer Center 8901 CARTI Way Little Rock AR 72205 None PC General operations 1000 Planned Parenthood PO Box 97166 Washington DC 20090 None PC General operations 1000 St Scholastica Monastery PO Box 3489 Fort Smith AR 72913 None PC General operations 1000 Trinity High School 1205 S Albert Pike Ave Fort Smith AR 72903 None GOV General operations 1000 Subiaco Abbey 405 N Subiaco Ave Subiaco AR 72865 None PC General operations 1000 Graves Memorial Baptist Church 4617 Oak Grove Rd North Little Rock AR 72118 None PC General operations 1000 Johnson County RFD 6 14129 Highway 21 Ozone AR 72854 None EOF General operations 1000 Knights of Columbus One Columbus Plaza New Haven CT 06510 None EOF General operations 1000 Outside the Walls Ministries PO Box 66 Benton AR 72018 None PC General operations 1500 Pure Charity 1720 S Walton Blvd Suite 4-155 Bentonville AR 72712 None PC General operations 2500 Stephen Siller Tunnel to Towers Fou 2361 Hylan Blvd Staten Island NY 10306 None PC General operations 4000 20000 14 20 14 7918 18 20498 28436 28436 false false false false false false false false false false Accounting fees 1300 1040 0 0 An amount greater than 1-1/2 percent has been excluded from the fair market value of all assets to determine the amount of cash deemed held for charitable activities. The amount excluded is necessary to cover administrative and other normal disbursements connected with charitable, educational and other similar activities. n Arkansas, the oversight of charities registration and annual financial reporting lies with the Secretary of State's (SOS) office. The SOS's office requires only charities that solicit donations from the public to register with their office and file an annual report. Specific Arkansas Code sections define those charities that are required to report, and those Code sections do not apply to the Tate Family Foundation. This has been confirmed with the SOS's office. 83 Duke Energy Corp 200 Microsoft Corporation 6170 84921 100 Pepsico Inc 4528 16493 100 Verizon Communications 100 Johnson & Johnson 6541 14616 35 Bank of America Corp 466 1551 600 Bank of America Corp 7116 23703 112 Phillips 66 3620 15811 100 Procter & Gamble 7818 16492 65 Berkshire Hathaway 7537 26442 50 Home Depot 5834 17212 400 Nextera Energy 10982 28324 100 Visa Inc 6900 26247 195 Amazon com Inc 4861 37684 50 Boeing Co 123 Enbridge Inc 4211 4360 35 American Tower Corp 35 Adobe Inc 8844 19444 45 Constellation Brand 40 Unitedhealth Group Inc 10089 20370 70 Apple Inc 7665 14743 95 T-Mobile US Inc 9992 16737 180 Walmart Inc 8195 12188 365 BP PLC 11953 13177 100 Charles Schwab Corp 5992 7728 100 Charles Schwab Corp 5435 7010 155 Delta Air Lines Inc 6143 7557 145 Delta Air Lines Inc 5425 6675 25 Tesla Inc 25 United Rentals Inc 205 Academy Sports & Outdoor 10057 10916 85 Alphabet Inc 10076 15483 25 Caseys Gen Stores 9537 9539 85 Enbridge Inc 2938 3043 20 Meta Platforms Inc 9491 10084 70 Novo-Nordisk 9911 9992 40 Air Prod & Chemicals 9997 10322 Bank charges 5 Pass-thru fees from BP 7 7 Foreign tax paid 124 124 Tax on investment income 184