Funder DirectorySZULIK FAMILY FOUNDATION
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Private foundation (trust)EIN 276979466Est. 2011-12

SZULIK FAMILY FOUNDATION

RALEIGH, NC 27612

Total Assets

$13.0M

FY 2023

Annual Giving

$595K

FY 2023

Grants Made

6

FY 2023

Avg Grant

$99K

FY 2023

Grant Range

$5K–$365K

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Revenue

$377K

Total Expenses

$793K

Qualifying Distributions

$598K

Distributable Amount

$606K

Min. Investment Return

$610K

Undistributed Income

$600K

Payout rate 99%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.99%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

6 grants

Grant sizes from minimum $5K through median $25K to maximum $365K, 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 $643K in 2022. Hover bars for details.

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

Top Recipients

24 grants

WAKEMED FOUNDATION
$615K
3 grants
DUKE UNIVERSITY
$425K
3 grants
THIRD OPTION FOUNDATION
$175K
2 grants
FIDELITY CHARITABLE GIFT FUND
$150K
1 grant
HEALING TRANSITIONS
$150K
2 grants
CATHOLIC PARISH OUTREACH
$100K
2 grants
SAM & DEVORAH FOUNDATION FOR TRANS YOUTH
$60K
3 grants
ST FRANCIS CHAPEL
$50K
2 grants

Grant Size Distribution

24 grants

<$10K
4
grants
$10–50K
9
grants
$50–250K
10
grants
$250K–1M
1
grants
$1–5M
$5M+

Geographic Focus

5 states

North Carolina
$1.3M
74% of total
Virginia
$210K
12% of total
Ohio
$150K
8% of total
New Jersey
$60K
3% of total
Massachusetts
$58K
3% of total

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SZULIK FAMILY FOUNDATION — Grants, Financials & Contact | Grantivo