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Private foundation (trust)EIN 570781364Est. 1985-07

INDEPENDENT INSURANCE AGENTS AND

COLUMBIA, SC 292107693

Total Assets

$693K

FY 2023

Annual Giving

$39K

FY 2023

Grants Made

6

FY 2023

Avg Grant

$6K

FY 2023

Grant Range

$445–$16K

Typical

Deadlines

Applications

Focus Areas

Community Improvement & Capacity Building

Financial Snapshot

2023 filing

Total Revenue

$42K

Total Expenses

$54K

Qualifying Distributions

$39K

Distributable Amount

$33K

Min. Investment Return

$33K

Undistributed Income

$28K

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

6 grants

Grant sizes from minimum $445 through median $6K to maximum $16K, 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

6 years

Giving over time from 2018 to 2023. Peak $39K in 2023. Hover bars for details.

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

Top Recipients

36 grants

IIABSC
$80K
6 grants
FDN SCHOLARSHIPS - 2000 EACH
$44K
3 grants
FDN SCHOLARSHIPS - 1000 EACH
$14K
3 grants
IIABSC YOUNG AGENT SCHOLARSHIPS
$10K
5 grants
IIANC SCHOLARSHIPS
$8K
1 grant
CLEMSON UNIVERSITY & FDN
$8K
3 grants
COLLEGE OF CHARLESTON
$8K
3 grants
UNIVERSITY OF S CAROLINA
$8K
3 grants

Grant Size Distribution

36 grants

<$10K
29
grants
$10–50K
7
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

1 states

South Carolina
$201K
100% of total

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INDEPENDENT INSURANCE AGENTS AND — Grants, Financials & Contact | Grantivo