Private foundation (trust)EIN 464054284Est. 2014-07

Agate Legacy Fund

Wilmington, DE 198091377

Total Assets

$523K

FY 2024

Annual Giving

$18K

FY 2024

Grants Made

9

FY 2024

Avg Grant

$2K

FY 2024

Grant Range

$250–$10K

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2024 filing

Total Revenue

$12K

Total Expenses

$27K

Qualifying Distributions

$24K

Distributable Amount

$26K

Min. Investment Return

$26K

Undistributed Income

$25K

Payout rate 93%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.93%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

9 grants

Grant sizes from minimum $250 through median $500 to maximum $10K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

5 years

Giving over time from 2018 to 2024. Peak $19K in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

45 grants

MINNESOTA ORCHESTRAL ASSOCIATION
$27K
5 grants
OASIS FOR YOUTH
$17K
5 grants
ONEVILLAGE PARTNERS
$15K
3 grants
SISTERS OF ST JOSEPH MINISTRIES FUND
$3K
5 grants
CASE WESTERN RESERVE UNIVERSITY
$3K
3 grants
GREATER MINNEAPOLIS CRISIS NURSERY
$2K
5 grants
MIND BODY SOLUTIONS
$2K
3 grants
BABYS SPACE - A PLACE TO GROW
$2K
4 grants

Grant Size Distribution

45 grants

<$10K
45
grants
$10–50K
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

2 states

Minnesota
$74K
97% of total
Ohio
$3K
3% of total

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Agate Legacy Fund — Grants, Financials & Contact | Grantivo