Nonprofit · EIN 71-6185232
TATE FAMILY FOUNDATION
Also known as TATE LAWRENCE J TTEE
Tax-exempt · BENTONVILLE, AR 72713
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $6,901 | $21,897 | -$14,996 | $205,115 | $0 | $205,115 |
| June 30, 2024 | 990-PF | $28,436 | $21,620 | $6,816 | $220,111 | $0 | $220,111 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $8,254
- Interest
- $9
- Net gain from sales of assets
- -$1,362
Expenses
- Grants and similar amounts paid
- $20,000
- Disbursements for charitable purposes
- $20,000
- Excise tax on investment income
- $98
Balance sheet and other
- Total assets, start of year
- $220,111
- Total assets, end of year
- $205,115
- Total liabilities, end of year
- $0
- Net assets, end of year
- $205,115
- Fair market value of assets
- $532,276
- Qualifying distributions
- $20,000
- Net investment income
- $8,263
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lorraine H Tate 2207 Camelot Drive, Fort Smith, AR 72903 | Director | 0.1 | $0 |
| Suzanne Tate Poe 3600 South S, Fort Smith, AR 72903 | Director | 0.1 | $0 |
| Lawrence J Tate 5902 SW Gentle Winds Rd, Bentonville, AR 72713 | Trustee | 0.5 | $0 |
| Janet L Tate-Rice 425 Hidden Pines Lane, Del Mar, CA 92014 | Director | 0.1 | $0 |
| Laura A Tate-Crow 131 Mohawk Drive, Maumelle, AR 72113 | Director | 0.1 | $0 |
990-PF for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lorraine H Tate 2207 Camelot Drive, Fort Smith, AR 72903 | Director | 0.1 | $0 |
| Suzanne Tate Poe 3600 South S, Fort Smith, AR 72903 | Director | 0.1 | $0 |
| Lawrence J Tate 5902 SW Gentle Winds Rd, Bentonville, AR 72713 | Trustee | 0.5 | $0 |
| Janet L Tate-Rice 425 Hidden Pines Lane, Del Mar, CA 92014 | Director | 0.1 | $0 |
| Laura A Tate-Crow 131 Mohawk Drive, Maumelle, AR 72113 | Director | 0.1 | $0 |
Address and contacts
- Address (IRS master file)
- 5902 SW GENTLE WINDS AVE, BENTONVILLE, AR 72713-6036
- In care of
- % LAWRENCE J TATE
- Signed the 990-PF
- Lawrence J Tate, Trustee
- Phone
- (501) 831-5524
- Return prepared by
- SANFORD & COMPANY CPAS
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 71-6185232
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2001
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $205,115
- Income (IRS master file)
- $29,816
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $6,901 | $21,897 | $205,115 | IRS |
| 990-PF | June 2024 | $28,436 | $21,620 | $220,111 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 71-6185232).
Questions about TATE FAMILY FOUNDATION
- What is the EIN of TATE FAMILY FOUNDATION?
- The employer identification number (EIN) of TATE FAMILY FOUNDATION is 71-6185232.
- Is TATE FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to TATE FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does TATE FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of TATE FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TATE FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of TATE FAMILY FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does TATE FAMILY FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $6,901, expenses of $21,897 and total assets of $205,115 at year end.
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All nonprofits in BENTONVILLE · Arkansas · Philanthropy, voluntarism and grantmaking foundations