Private foundation (trust)EIN 561853094Est. 1994-02

JAMES T & LOUISE R

WINSTONSALEM, NC 27104

Total Assets

$4.4M

FY 2023

Annual Giving

$338K

FY 2023

Grants Made

26

FY 2023

Avg Grant

$13K

FY 2023

Grant Range

$1K–$40K

Typical

Deadlines

Applications

Financial Snapshot

2023 filing

Total Revenue

$239K

Total Expenses

$341K

Qualifying Distributions

$338K

Distributable Amount

$202K

Min. Investment Return

$203K

Undistributed Income

$62K

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

26 grants

Grant sizes from minimum $1K through median $10K to maximum $40K, 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

3 years

Giving over time from 2020 to 2023. Peak $338K in 2023. Hover bars for details.

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

Top Recipients

65 grants

WESTLAWN SCHOOL
$93K
4 grants
WF BAPTIST MEDICAL CENTER
$80K
4 grants
SENIOR SERVICES
$79K
5 grants
ABC OF NC
$60K
3 grants
WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER
$60K
3 grants
FCDS
$45K
2 grants
PATRIOT FOUNDATION
$30K
2 grants
PIEDMONT LAND CONSERVANCY
$30K
3 grants

Grant Size Distribution

65 grants

<$10K
38
grants
$10–50K
27
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

4 states

North Carolina
$691K
94% of total
Florida
$30K
4% of total
Ohio
$10K
1% of total
New York
$5K
1% of total

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JAMES T & LOUISE R — Grants, Financials & Contact | Grantivo