Private foundation (trust)EIN 461592255Est. 2015-05
BROOMTREE FOUNDATION
CORNELIUS, NC 28031
Total Assets
$4.2M
FY 2023
Annual Giving
$525K
FY 2023
Grants Made
4
FY 2023
Avg Grant
$131K
FY 2023
Grant Range
$1K–$517K
Typical
Deadlines
—
Applications
Focus Areas
Financial Snapshot
2023 filing
Total Revenue
$234K
Total Expenses
$545K
Qualifying Distributions
$525K
Distributable Amount
$193K
Min. Investment Return
$196K
Payout rate
Qualifying distributions as a share of distributable amount.
Grant Range
4 grants
Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.
Giving Over Time
6 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
47 grants
Grant Size Distribution
47 grants
Geographic Focus
8 states
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