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Nonprofit · EIN 57-6017422

PATE FUND

Tax-exempt · SAINT LOUIS, MO 63166

Financials

$11K$20K2023$14K$19K2024$21K$22K2025
Revenue Expenses · by fiscal year end
Financials of PATE FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$21,283$22,449-$1,166$284,533$0$284,533
December 31, 2024990-PF$13,662$18,857-$5,195$285,960$0$285,960
December 31, 2023990-PF$10,959$20,471-$9,512$290,883$0$290,883
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$10,778
Net gain from sales of assets
$10,505

Expenses

Grants and similar amounts paid
$15,000
Compensation of officers, directors and key employees
$6,048
Disbursements for charitable purposes
$17,653
Excise tax on investment income
$231

Balance sheet and other

Total assets, start of year
$285,960
Total assets, end of year
$284,533
Total liabilities, end of year
$0
Net assets, end of year
$284,533
Fair market value of assets
$362,023
Qualifying distributions
$17,653
Net investment income
$21,282

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
WELLS FARGO BANK N A
100 N MAIN ST FL 5D4001-052, WINSTON SALEM, NC 27101
TRUSTEE1$6,048
WALLACE F PATE JR
100 N Main St FL 5D4001-052, GEORGETOWN, SC 29442
ADVISORY COMMITTEE1$0
STELLA LAW PATE FORD
285 WALLACE PATE DRIVE, GEORGETOWN, SC 29440
ADVISORY COMMITTEE1$0
DOROTHY PATE BRIDGERS
31 PATEWOOD DR, GREENVILLE, SC 29615
ADVISORY COMMITTEE1$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
WELLS FARGO BANK N A
100 N MAIN ST FL 5D4001-052, WINSTONSALEM, NC 27101
TRUSTEE1$5,592
WALLACE F PATE JR
100 N Main St FL 5D4001-052, GEORGETOWN, SC 29442
ADVISORY COMMITTEE1$0
STELLA LAW PATE FORD
285 WALLACE PATE DRIVE, GEORGETOWN, SC 29440
ADVISORY COMMITTEE1$0
DOROTHY PATE BRIDGERS
31 PATEWOOD DR, GREENVILLE, SC 29615
ADVISORY COMMITTEE1$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
WELLS FARGO BANK N A
100 N MAIN ST FL 5D4001-052, WINSTONSALEM, NC 27101
TRUSTEE1$5,177
WALLACE F PATE JR
100 N Main St FL 5D4001-052, GEORGETOWN, SC 29442
ADVISORY COMMITTEE1$0
STELLA LAW PATE FORD
285 WALLACE PATE DRIVE, GEORGETOWN, SC 29440
ADVISORY COMMITTEE1$0
DOROTHY PATE BRIDGERS
31 PATEWOOD DR, GREENVILLE, SC 29615
ADVISORY COMMITTEE1$0

Address and contacts

Address (IRS master file)
PO BOX 505, SAINT LOUIS, MO 63166-0505
In care of
% WACHOVIA BANK
Signed the 990-PF
-, TRUSTEE
Phone
(888) 730-4933
Return prepared by
PWC US TAX LLP

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
57-6017422
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
1949
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$284,533
Income (IRS master file)
$96,767

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$21,283$22,449$284,533IRS
990-PFDecember 2024$13,662$18,857$285,960IRS
990-PFDecember 2023$10,959$20,471$290,883XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––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 57-6017422).

Questions about PATE FUND

What is the EIN of PATE FUND?
The employer identification number (EIN) of PATE FUND is 57-6017422.
Is PATE FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1949.
Are donations to PATE FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does PATE FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of PATE FUND 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 PATE FUND 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 PATE FUND?
The 990-PF for the year ended December 31, 2025 lists 4 people; 1 received compensation from the organization, the highest $6,048 (WELLS FARGO BANK N A, TRUSTEE).
How much revenue does PATE FUND have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $21,283, expenses of $22,449 and total assets of $284,533 at year end.

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