Funder DirectoryASSOCIATED FOUNDATION INCORPORATED
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Private foundation (trust)EIN 566043197Est. 1949-03

ASSOCIATED FOUNDATION INCORPORATED

BELMONT, NC 28012

Total Assets

$776K

FY 2022

Annual Giving

$38K

FY 2022

Grants Made

13

FY 2022

Avg Grant

$3K

FY 2022

Grant Range

$300–$18K

Typical

Deadlines

Applications

Financial Snapshot

2022 filing

Total Revenue

$37K

Total Expenses

$49K

Qualifying Distributions

$49K

Distributable Amount

$39K

Min. Investment Return

$39K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

13 grants

Grant sizes from minimum $300 through median $2K to maximum $18K, 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

4 years

Giving over time from 2017 to 2022. Peak $38K in 2020. Hover bars for details.

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

Top Recipients

42 grants

GASTON COMMUNITY FOUNDATION
$48K
3 grants
COMMUNITY FOUNDATION
$19K
1 grant
FIRST PRES CHURCH
$18K
4 grants
WILDACRES RETREAT
$11K
4 grants
CHARLOTTE SYMPHONY
$11K
4 grants
SPOLETO FESTIVAL USA
$9K
4 grants
COVENANT PRES CHURCH
$7K
4 grants
CHARLOTTE MASTER CHORALE
$6K
4 grants

Grant Size Distribution

42 grants

<$10K
38
grants
$10–50K
4
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

2 states

North Carolina
$138K
94% of total
South Carolina
$9K
6% of total

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ASSOCIATED FOUNDATION INCORPORATED — Grants, Financials & Contact | Grantivo