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Nonprofiteer
← TATE AMERICAS FOUNDATION

Form 990 for tax year 2022

Filed by TATE AMERICAS FOUNDATION.

Totals

Total revenue
$13,041,310
Total expenses
$9,982,100
Contributions and grants received
$11,418,925
Grants paid
$8,788,696
Program service revenue
$1,112,586
Investment income
$536,581
Other revenue
-$26,782
Total assets, end of year
$103,564,827
Total liabilities, end of year
$61,705
Net assets or fund balances, end of year
$103,503,122
Program services expenses (Part IX)
$9,205,755
Management and general expenses
$438,755
Fundraising expenses
$337,590
Program service expenses (Part III)
$9,205,755

Program services were 92.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ROBERT RENNIE

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2 + 1 related
  • PAUL BRITTON

    CHAIR OF THE BOARD

    Total calculated
    $0
    Hours/week
    2 + 1 related
  • ABIGAIL BARATTA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • MARIA BALSHAW

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • AMANDA WALDRON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • CHARLOTTE SANTO DOMINGO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • WENDY FISHER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • GLENN FUHRMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • CHRISTIAN KEESE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • KEVIN MCNAMARA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • JAY RIVLIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • KIMBERLY SHIRLEY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • JAY SMITH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • CATHERINE CARVER DUNN

    EXECUTIVE DIRECTOR

    Total calculated
    $368,914
    From this org
    $362,828
    From related orgs
    $0
    Other
    $6,086
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

    Base
    $362,828
    Bonus
    $0
    Other
    $0
    Deferred
    $5,000
    Nontaxable benefits
    $1,086
    Filer's total
    $368,914
  • MEREDITH GERRICK

    DIR., FIN., OPS & ACQUISITIONS

    Total calculated
    $159,668
    From this org
    $140,000
    From related orgs
    $0
    Other
    $19,668
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

    Base
    $140,000
    Bonus
    $0
    Other
    $0
    Deferred
    $5,000
    Nontaxable benefits
    $14,668
    Filer's total
    $159,668
  • DANIEL SCHAEFFER

    HEAD OF DEVELOPMENT

    Total calculated
    $137,168
    From this org
    $117,500
    From related orgs
    $0
    Other
    $19,668
    Hours/week
    40 + 5 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
10 August 2023
IRS schema version
2022v5.0
Source object
202312269349300541

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