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Nonprofit · EIN 82-5408705

STEPHEN AND JACQUELYN TATE FOUNDATION

Tax-exempt · MOUNT AIRY, MD 21771

Financials

$497K$116K2023$541K$128K2024$559K$187K2025
Revenue Expenses · by fiscal year end
Financials of STEPHEN AND JACQUELYN TATE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$559,192$186,685$372,507$3,499,954$0$3,499,954
December 31, 2024990-PF$541,294$128,397$412,897$3,336,778$0$3,336,778
December 31, 2023990-PF$496,967$115,810$381,157$2,736,044$0$2,736,044
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$275,000
Dividends
$65,413
Net gain from sales of assets
$218,779

Expenses

Grants and similar amounts paid
$180,200
Disbursements for charitable purposes
$180,200
Excise tax on investment income
$3,941

Balance sheet and other

Total assets, start of year
$3,336,778
Total assets, end of year
$3,499,954
Total liabilities, end of year
$0
Net assets, end of year
$3,499,954
Fair market value of assets
$4,007,821
Qualifying distributions
$180,200
Net investment income
$284,192

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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
STEPHEN TATE
PO BOX 90, MT AIRY, MD 21771
PRESIDENT0$0
ALEXANDRA HARDIN
PO BOX 90, MT AIRY, MD 21771
CHAIRMAN0$0
MARY MENEFEE
PO BOX 90, MT AIRY, MD 21771
SECRETARY0$0
WAYNE JOHNSON
PO BOX 5, NEW MARKET, MD 21774
TREASURER0$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
STEPHEN TATE
PO BOX 5, NEW MARKET, MD 21774
PRESIDENT0$0
ALEXANDRA HARDIN
PO BOX 5, NEW MARKET, MD 21774
CHAIRMAN0$0
MARY MENEFEE
PO BOX 5, NEW MARKET, MD 21774
SECRETARY0$0
WAYNE JOHNSON
PO BOX 5, NEW MARKET, MD 21774
TREASURER0$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
STEPHEN TATE
PO BOX 5, NEW MARKET, MD 21774
PRESIDENT0$0
ALEXANDRA HARDIN
PO BOX 5, NEW MARKET, MD 21774
CHAIRMAN0$0
MARY MENEFEE
PO BOX 5, NEW MARKET, MD 21774
SECRETARY0$0
WAYNE JOHNSON
PO BOX 5, NEW MARKET, MD 21774
TREASURER0$0

Address and contacts

Address (IRS master file)
PO BOX 90, MOUNT AIRY, MD 21771-0090
In care of
% STEPHEN TATE
Signed the 990-PF
STEPHEN TATE, PRESIDENT
Phone
(301) 498-3610
Return prepared by
RYAN & WETMORE PC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
82-5408705
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
2019
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Education (B99)
Assets (IRS master file)
$3,499,954
Income (IRS master file)
$559,192

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$559,192$186,685$3,499,954XML
990-PFDecember 2024$541,294$128,397$3,336,778IRS
990-PFDecember 2023$496,967$115,810$2,736,044XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 82-5408705).

Questions about STEPHEN AND JACQUELYN TATE FOUNDATION

What is the EIN of STEPHEN AND JACQUELYN TATE FOUNDATION?
The employer identification number (EIN) of STEPHEN AND JACQUELYN TATE FOUNDATION is 82-5408705.
Is STEPHEN AND JACQUELYN TATE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
Are donations to STEPHEN AND JACQUELYN TATE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does STEPHEN AND JACQUELYN TATE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of STEPHEN AND JACQUELYN TATE FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did STEPHEN AND JACQUELYN TATE FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of STEPHEN AND JACQUELYN TATE FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does STEPHEN AND JACQUELYN TATE FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $559,192, expenses of $186,685 and total assets of $3,499,954 at year end.

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