Funder DirectoryHALE F CHARITABLE TA CO FIRST CITIZENS BANK
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Private foundation (trust)EIN 566249401Est. 1993-03

HALE F CHARITABLE TA CO FIRST CITIZENS BANK

RALEIGH, NC 27626

Total Assets

$1.7M

FY 2023

Annual Giving

$82K

FY 2023

Grants Made

7

FY 2023

Avg Grant

$12K

FY 2023

Grant Range

$4K–$37K

Typical

Deadlines

Applications

Financial Snapshot

2023 filing

Total Expenses

$107K

Qualifying Distributions

$82K

Distributable Amount

$79K

Min. Investment Return

$80K

Undistributed Income

$79K

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

7 grants

Grant sizes from minimum $4K through median $8K to maximum $37K, 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 2023. Peak $96K in 2022. Hover bars for details.

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

Top Recipients

35 grants

CAMPBELL UNIVERSITY
$190K
5 grants
MEREDITH COLLEGE
$63K
5 grants
CHOWAN UNIVERSITY
$42K
5 grants
WILLIAM PEACE UNIVERSITY
$42K
5 grants
ST MARY'S COLLEGE
$42K
5 grants
SE BAPTIST THEOLOGICAL SEMINARY
$21K
5 grants
THE YMCA OF THE TRIANGLE AREAINC
$21K
5 grants

Grant Size Distribution

35 grants

<$10K
25
grants
$10–50K
10
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

1 states

North Carolina
$423K
100% of total

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HALE F CHARITABLE TA CO FIRST CITIZENS BANK — Grants, Financials & Contact | Grantivo