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Marta And Stephen Pate Family Foundation

  • Houston, TX
  • Tax-exempt since Jan. 2015
  • EIN: 46-4348849

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$195k (2024)

Expenses
$406k (2024)

Total Assets
$3.39M (2024)

Total Liabilities
$0 (2024)

Years with missing data
Source: Form 990 tax filings from 2013 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$194,902
Expenses
$405,837
Net Income
-$210,935
Net Assets
$3,388,009
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $3,341
1.7%
Dividends $140,302
72.0%
Sales of Assets $51,259
26.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $352,545
86.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,388,009
Total Liabilities $0
Net Assets $3,388,009
Compensation
Key Employees and Officers Compensation Other
Stephen V Pate (President) $0 $0
Marta H Pate (Vice President) $0 $0
Aaron C Pate (Treasurer & Secretary) $0 $0

Document Links

990-PF
Filed on Nov. 17, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$294,225
Expenses
$393,509
Net Income
-$99,284
Net Assets
$3,598,944
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $4
0.0%
Dividends $115,742
39.3%
Sales of Assets $175,847
59.8%
Other Income $2,632
0.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $353,257
89.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,598,944
Total Liabilities $0
Net Assets $3,598,944
Compensation
Key Employees and Officers Compensation Other
Stephen V Pate (President) $0 $0
Marta H Pate (Vice President) $0 $0
Aaron C Pate (Treasurer & Secretary) $0 $0

Document Links

990-PF
Filed on Nov. 16, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$129,344
Expenses
$363,647
Net Income
-$234,303
Net Assets
$3,698,228
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,477
1.1%
Dividends $126,125
97.5%
Sales of Assets $1,742
1.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $320,157
88.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,698,228
Total Liabilities $0
Net Assets $3,698,228
Compensation
Key Employees and Officers Compensation Other
Stephen V Pate (President) $0 $0
Marta H Pate (Vice President) $0 $0
Aaron C Pate (Treasurer & Secretary) $0 $0

Document Links

990-PF
Filed on Nov. 13, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$426,215
Expenses
$457,970
Net Income
-$31,755
Net Assets
$3,932,531
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $27
0.0%
Dividends $152,184
35.7%
Sales of Assets $274,004
64.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $421,282
92.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,932,531
Total Liabilities $0
Net Assets $3,932,531
Compensation
Key Employees and Officers Compensation Other
Stephen V Pate (President) $0 $0
Marta H Pate (Vice President) $0 $0
Aaron C Pate (Treasurer & Secretary) $0 $0

Document Links

990-PF
Filed on May 11, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$154,249
Expenses
$150,162
Net Income
$4,087
Net Assets
$3,964,285
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $444
0.3%
Dividends $92,978
60.3%
Sales of Assets $60,827
39.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $122,325
81.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,964,286
Total Liabilities $1
Net Assets $3,964,285
Compensation
Key Employees and Officers Compensation Other
Stephen V Pate (President) $0 $0
Marta H Pate (Vice President) $0 $0
Aaron C Pate (Treasurer & Secretary) $0 $0

Document Links

990-PF
Filed on April 25, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$149,101
Expenses
$139,902
Net Income
$9,199
Net Assets
$3,960,198
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,175
0.8%
Dividends $104,430
70.0%
Sales of Assets $43,496
29.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $114,649
81.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,960,199
Total Liabilities $1
Net Assets $3,960,198
Compensation
Key Employees and Officers Compensation Other
Stephen V Pate (President) $0 $0
Marta H Pate (Vice President) $0 $0
Aaron C Pate (Treasurer & Secretary) $0 $0

Document Links

990-PF
Filed on May 20, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$142,060
Expenses
$197,316
Net Income
-$55,256
Net Assets
$3,951,000
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,545
1.1%
Dividends $93,201
65.6%
Sales of Assets $47,314
33.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $171,950
87.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,951,000
Total Liabilities $0
Net Assets $3,951,000
Compensation
Key Employees and Officers Compensation Other
Stephen V Pate (President) $0 $0
Marta H Pate (Vice President) $0 $0
Aaron C Pate (Treasurer & Secretary) $0 $0

Document Links

990-PF
Filed on May 15, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$380,832
Expenses
$189,028
Net Income
$191,804
Net Assets
$4,232,888
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $250,000
65.6%
Interest Revenue $0
Dividends $90,693
23.8%
Sales of Assets $39,626
10.4%
Other Income $513
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $159,036
84.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,232,888
Total Liabilities $0
Net Assets $4,232,888
Compensation
Key Employees and Officers Compensation Other
Stephen V Pate (President) $0 $0
Marta H Pate (Vice President) $0 $0
Aaron Cole Pate (Treasurer & Secretary) $0 $0

Document Links

990-PF
Filed on June 30, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$130,984
Expenses
$325,956
Net Income
-$194,972
Net Assets
$4,041,084
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2,286
1.7%
Dividends $90,157
68.8%
Sales of Assets $38,541
29.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $310,133
95.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,041,084
Total Liabilities $0
Net Assets $4,041,084

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$340,309
Expenses
$104,253
Net Income
$236,056
Net Assets
$4,236,056
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $250,000
73.5%
Interest Revenue $6,730
2.0%
Dividends $72,382
21.3%
Sales of Assets $11,197
3.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $90,826
87.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,236,056
Total Liabilities $0
Net Assets $4,236,056

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$4,000,000
Expenses
$0
Net Income
$4,000,000
Net Assets
$4,000,000
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $4,000,000
100%
Interest Revenue $0
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $0
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,000,000
Total Liabilities $0
Net Assets $4,000,000

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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