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← TATE AMERICAS FOUNDATION

Form 990 for tax year 2023

Filed by TATE AMERICAS FOUNDATION.

Totals

Total revenue
$17,549,380
Total expenses
$3,602,007
Contributions and grants received
$14,426,349
Grants paid
$2,357,253
Program service revenue
$1,155,250
Investment income
$1,966,678
Other revenue
$1,103
Total assets, end of year
$119,290,359
Total liabilities, end of year
$37,833
Net assets or fund balances, end of year
$119,252,526
Program services expenses (Part IX)
$2,771,833
Management and general expenses
$490,734
Fundraising expenses
$339,440
Program service expenses (Part III)
$2,771,833

Program services were 77.0% 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 KEESEE

    TRUSTEE UNTIL 8/23

    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
    $370,831
    From this org
    $364,691
    From related orgs
    $0
    Other
    $6,140
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

    Base
    $364,691
    Bonus
    $0
    Other
    $0
    Deferred
    $5,000
    Nontaxable benefits
    $1,140
    Filer's total
    $370,831
  • MEREDITH GERRICK

    DIR., FIN., OPS & ACQUISITIONS

    Total calculated
    $175,088
    From this org
    $154,500
    From related orgs
    $0
    Other
    $20,588
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

    Base
    $154,500
    Bonus
    $0
    Other
    $0
    Deferred
    $5,000
    Nontaxable benefits
    $15,588
    Filer's total
    $175,088
  • DANIEL SCHAEFFER

    HEAD OF DEVELOPMENT

    Total calculated
    $127,280
    From this org
    $114,428
    From related orgs
    $0
    Other
    $12,852
    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 · Form 990 of other organizations
  • 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
2023
Filed
14 August 2024
IRS schema version
2023v5.1
Source object
202402289349301010

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