Private foundation (trust)EIN 206376517Est. 2005-07

MATTEI FOUNDATION

CHARLOTTE, NC 28211

Total Assets

$5.6M

FY 2023

Annual Giving

$322K

FY 2023

Grants Made

17

FY 2023

Avg Grant

$19K

FY 2023

Grant Range

$250–$100K

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Expenses

$405K

Qualifying Distributions

$336K

Distributable Amount

$264K

Min. Investment Return

$267K

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

17 grants

Grant sizes from minimum $250 through median $3K to maximum $100K, 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 $404K in 2022. Hover bars for details.

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

Top Recipients

48 grants

University of Texas
$340K
3 grants
Atrium Health Foundation
$270K
3 grants
Charlotte Country Day School
$228K
3 grants
Myers Park United Methodist Church
$174K
3 grants
The Mint Museum
$24K
3 grants
Kappa Kappa Gamma
$10K
2 grants
Cat Cay Restoration
$10K
1 grant
Bluffton Self Help
$9K
3 grants

Grant Size Distribution

48 grants

<$10K
37
grants
$10–50K
4
grants
$50–250K
7
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

7 states

North Carolina
$722K
65% of total
Texas
$340K
31% of total
South Carolina
$23K
2% of total
Florida
$17K
1% of total
Ohio
$10K
1% of total
Washington
$1K
0% of total
Virginia
$250
0% of total

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MATTEI FOUNDATION — Grants, Financials & Contact | Grantivo