Civic Intelligence

Wallace F Pate Foundation for Environmental Research and Education

EIN 57-1019885 • 501(c)3 • Georgetown, SC

Profile

Supporting the conservation of coastal ecosystems through education, training, outreach, and research.

PO Box 596Georgetown, SC 29442

clemson.edu/GIVING/CUFOUNDATIONS/STRUCTURE/PATE

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2024 to 2025

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$0

Flat from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Flat

$0

Flat from 2024

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Flat

$0

Flat from 2024

Expenses

Flat

$0

Flat from 2024

Net Income

Flat

$0

Flat from 2024

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1$0Assets 2012: $0Liabilities 2012: $02012Assets 2013: $1Liabilities 2013: $02013Assets 2014: $1Liabilities 2014: $02014Assets 2015: $1Liabilities 2015: $02015Assets 2016: $0Liabilities 2016: $02016Assets 2017: $0Liabilities 2017: $02017Assets 2018: $1Liabilities 2018: $02018Assets 2019: $1Liabilities 2019: $02019Assets 2020: $1Liabilities 2020: $02020Assets 2021: $1Liabilities 2021: $02021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2025

Assets$0
Liabilities$0
Net Assets$0
Open 2025 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$0Revenue 2012: $0Expenses 2012: $0Net Income 2012: $02012Revenue 2013: $0Expenses 2013: $0Net Income 2013: $02013Revenue 2014: $0Expenses 2014: $0Net Income 2014: $02014Revenue 2015: $0Expenses 2015: $0Net Income 2015: $02015Revenue 2016: $0Expenses 2016: $0Net Income 2016: $02016Revenue 2017: $0Expenses 2017: $0Net Income 2017: $02017Revenue 2018: $0Expenses 2018: $0Net Income 2018: $02018Revenue 2019: $0Expenses 2019: $0Net Income 2019: $02019Revenue 2020: $0Expenses 2020: $0Net Income 2020: $02020Revenue 2021: $0Expenses 2021: $0Net Income 2021: $02021Revenue 2022: $0Expenses 2022: $0Net Income 2022: $02022Revenue 2023: $0Expenses 2023: $0Net Income 2023: $02023Revenue 2024: $0Expenses 2024: $0Net Income 2024: $02024Revenue 2025: $0Expenses 2025: $0Net Income 2025: $02025

Highlighted filing

2025

Revenue$0
Expenses$0
Net Income$0
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$0
Expenses
$0
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0$0$0$0$0$0
2024Detailed filing. Detailed filing data is available for this year.$0$0$0$0$0$0
2023Detailed filing. Detailed filing data is available for this year.$0$0$0$0$0$0
2022Detailed filing. Detailed filing data is available for this year.$0$0$0$0$0$0
2021Summary only. Only limited summary data is available for this year.$1$0$0$0$0
2020Summary only. Only limited summary data is available for this year.$1$0$0$0$0
2019Summary only. Only limited summary data is available for this year.$1$0$0$0$0
2018Summary only. Only limited summary data is available for this year.$1$0$0$0$0
2017Summary only. Only limited summary data is available for this year.$0$0$0$0$0
2016Summary only. Only limited summary data is available for this year.$0$0$0$0$0
2015Summary only. Only limited summary data is available for this year.$1$0$0$0$0
2014Summary only. Only limited summary data is available for this year.$1$0$0$0$0
2013Summary only. Only limited summary data is available for this year.$1$0$0$0$0
2012Summary only. Only limited summary data is available for this year.$0$0$0$0$0
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 18, 2025
Return Version
2024v5.2
Gross Receipts
$0
Mission and Program Overview

Mission

Supporting the conservation of coastal ecosystems through education, training, outreach, and research.

Program Services

DescriptionGrantsExpenses
HELP EDUCATE THE NEXT GENERATION OF SCIENTISTS AND RESOURCE MANAGERS IN SUSTAINABLE MANAGEMENT OF THE COASTAL ENVIRONMENT.$0$0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES T ANDERSONExecutive Director-$0--
JEFFREY C SHIELDSChairman-$0--
D WAYNE ROGERSVice Chair-$0--
GEORGE BULLWINKEL IIIDirector-$0--
LAWLY FORDDirector-$0--
JAMES R HENDRICKS JRDirector-$0--
ANN W HUNTERDirector-$0--
LAURA L JORDANDirector-$0--
DAVID MORROWDirector-$0--
BARTOW S SHAW JRDirector-$0--
Filing and Contact Details

Filer

Filer Name
Wallace F Pate Foundation for
EIN
57-1019885
Phone
8646561873
Address
PO BOX 596, GEORGETOWN, SC 29442

Signing Officer

Name
James T Anderson
Title
Executive Director
Phone
8646561873
Signed
2025-09-18
Discuss with paid preparer
Yes

Preparer

Firm
Cherry Bekaert Advisory LLC
Address
110 EAST COURT STREET SUITE 500, GREENVILLE, SC 29601
Preparer
Bree-ann Weidner
Phone
8642333981
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0SEVERAL OF THE FOUNDATION'S DIRECTORS ARE DESIGNATED BY THE FOUNDATION'S SUPPORTED ORGANIZATIONS. THIS ENSURES THAT THE SUPPORTED ORGANIZATIONS HAVE A SIGNIFICANT VOICE IN THE FOUNDATION'S INVESTMENT POLICIES, TIMING OF GRANTS, ETC. ADDITIONALLY, THE FOUNDATION HAS A MEMORANDUM OF UNDERSTANDING WITH CLEMSON UNIVERSITY FOUNDATION ("CUF") WHICH PROVIDES THAT CONTRIBUTIONS RECEIVED TO SUPPORT THE FOUNDATION WILL BE MANAGED BY CUF ON BEHALF OF THE FOUNDATION. CUF IS ALSO RESPONSIBLE FOR ESTABLISHING AND ADMINISTERING GUIDELINES AND SPENDING POLICIES FOR SUCH FUNDS, SUBJECT TO THE APPROVAL OF CLEMSON UNIVERSITY.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE FOUNDATION WAS CREATED TO SUPPORT CLEMSON UNIVERSITY (A GOVERNMENTAL ENTITY) BY SPONSORING PROGRAMS INTENDED TO PROVIDE STUDENTS WITH THE OPPORTUNITY TO EXPERIENCE AND PERFORM RESEARCH IN COASTAL ECOSYSTEMS. BY HAVING A DEEPER UNDERSTANDING OF OUR COASTAL ECOSYSTEMS, THESE STUDENTS WILL BE PREPARED TO MAKE THE MANAGEMENT AND POLICY DECISIONS THAT WILL SHAPE THE FUTURE.
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ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES T ANDERSON
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ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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