2026-04-29T11:26:11-05:00 2025-12-31 450250958 Eide Bailly LLP 2355 E Camelback Rd Ste 900 Phoenix AZ 850169065 990PF 2025-01-01 826070002 The Tate Family Charitable Trust Attn Trent Tate TATE 2083447092 PO Box 8052 Boise ID 83707 Trenton Tate Trustee 2083447092 2026-04-29 1 Karen L Peck CPA P00487608 4803151040 2026-04-29 2025 2025-03-06 01:10:19Z X 1387488 X X 34831 34831 55913 55913 55913 90744 90744 0 0 0 3537 707 2830 1976 0 0 5513 707 2830 66000 66000 71513 707 68830 19231 90037 54242 71673 71673 784502 1265018 1265018 30003 50797 50797 868747 1387488 1387488 0 0 X 755777 755777 0 0 112970 631711 868747 1387488 868747 1387488 868747 19231 501310 1389288 1800 1387488 Capital Gains Dividends P 55913 55913 55913 55913 1252 0 1252 0 1252 1200 0 0 0 1200 0 52 0 0 0 0 0 0 0 0 0 0 1 1 ID 1 0 0 0 0 1 n/a Trenton Tate 2083369958 PO Box 8052 Boise ID 83707 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Paula Bramble PO Box 8052 Boise ID 83707 Trustee 0.25 0 0 0 Eric Tate PO Box 8052 Boise ID 83707 Trustee 0.25 0 0 0 Clinton Tate PO Box 8052 Boise ID 83707 Trustee 0.25 0 0 0 Sydney P Tate PO Box 8052 Boise ID 83707 Chairman 0.25 0 0 0 Trenton Tate PO Box 8052 Boise ID 83707 Trustee 1.00 0 0 0 NONE 0 NONE 0 0 1286926 63653 0 1350579 0 0 1350579 20259 1330320 66516 66516 1252 1252 65264 57 65321 0 65321 68830 0 68830 65321 60428 0 0 68830 60428 0 0 8402 0 0 0 0 0 0 0 0 56919 0 0 0 X Boise Baroque Orchestra 1020 W Main St Ste 311 Boise ID 83702 None PC General contribution, area of greatest need 2000 Boise Public Schools Education Foundation 8169 W Victory Rd Boise ID 83709 None PC General contribution, area of greatest need 5000 Bridge Ada County co Treasure Valley YMCA 1050 W State St Boise ID 83702 None PC General contribution, area of greatest need 12000 Camp Wawenock 33 Wawenock Rd Raymond ME 04071 None PC Camp Wawenock Scholarship Fund 2000 Chrysalis Womens Transitional Living PO Box 7494 Boise ID 83707 None PC General contribution, area of greatest need 3000 Idaho Foodbank 3630 E Commercial Ct Meridian ID 83642 None PC General contribution, area of greatest need 5000 Interfaith Sanctuary 1620 W River St Boise ID 83702 None PC General contribution, area of greatest need 5000 Intermountain Bird Observatory 1173 W University Drive Boise ID 83706 None PC General contribution, area of greatest need 2000 Josephy Center for Arts PO Box 949 Joseph OR 97846 None PC General contribution, area of greatest need 2000 Life's Kitchen PO Box 45632 Boise ID 83711 None PC General contribution, area of greatest need 3000 Trauma Intervention Programs Inc 9105 Rockstone Ct Kuna ID 83634 None PC General contribution, area of greatest need 2000 Terry Reilly Health Services 211 16th Ave N Nampa ID 83687 None PC General contribution, area of greatest need 5000 The College of Idaho 2112 Cleveland Blvd Caldwell ID 83605 None PC General contribution, area of greatest need 10000 The Nature Conservancy in Idaho PO Box 2770 Hailey ID 83333 None PC General contribution, area of greatest need 2000 Wallowa Valley Music Alliance PO Box 148 Enterprise OR 97828 None PC General contribution, area of greatest need 2000 Owl Research Institute PO Box 39 Charlo MT 59824 None PC General contribution, area of greatest need 2000 Joseph Branch Trail Consortium 213 W Main St Enterprise OR 97828 None PC General contribution, area of greatest need 2000 66000 0 14 34831 14 55913 0 90744 0 90744 0 0 0 0 0 0 0 0 0 0 Accounting Fees 3537 707 2830 ABBOTT LABORATORIES 16538 16538 ABBVIE INCORPORATED 43642 43642 CHEVRON CORP 75416 75416 COCA-COLA CO 1608 1608 EVERUS CONSTR GROUP INC 8556 8556 EXXON MOBIL CORP 84238 84238 GENERAL DYNAMICS CORP 10100 10100 GENERAL MILLS INC 20925 20925 IBM 17773 17773 JOHNSON & JOHNSON 16763 16763 KONTOOR BRANDS INC 2444 2444 KYNDRYL HIDGS INC 319 319 MDU RESOURCES GROUP INC 7808 7808 OTIS WORLDWIDE 8735 8735 PFIZER INC 15463 15463 PROCTOR & GAMBLE CO 55174 55174 RAYTHEON TECHNOLOGIES CORP 36680 36680 TARGET CORP 25708 25708 VERIZON COMMUNICATIONS 4399 4399 VODAFONE GROUP PLC NEW SPONSORED ADR 2969 2969 WABTEC CORP 427 427 CAPITAL INCOME BUILDER 103319 103319 CAPITAL WORLD GROWTH & INCOME 170303 170303 FUNDAMENTAL INVESTORS CI A 70445 70445 GROWTH FUND OF AMERICA 122833 122833 INCOME FUND OF AMERICA 106390 106390 SMALLCAP WORLD FUND 37102 37102 FRANKLIN MUTUAL GLOBAL 82858 82858 FRANKLIN MUTUAL SHARES FUND 39509 39509 GOLDMAN SACHS BOND CI A 76574 76574 Vanguard S&P 500 ETF AT COST 50797 50797 Prior Period Adjustment 1800 Unrealized Gains (Losses) 501310 Excise Taxes 1976 0 0