Funder DirectoryTHE AUNT KATE FOUNDATION
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Private foundation (trust)EIN 431525099Est. 1990-06

THE AUNT KATE FOUNDATION

CHARLOTTE, NC 282112806

Accepts unsolicited proposals

Total Assets

$786K

FY 2023

Annual Giving

$54K

FY 2023

Grants Made

10

FY 2023

Avg Grant

$5K

FY 2023

Grant Range

$500–$20K

Typical

Deadlines

NO

Applications

Financial Snapshot

2023 filing

Total Revenue

$40K

Total Expenses

$80K

Qualifying Distributions

$63K

Distributable Amount

$37K

Min. Investment Return

$37K

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

10 grants

Grant sizes from minimum $500 through median $3K to maximum $20K, 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

4 years

Giving over time from 2020 to 2023. Peak $54K in 2023. Hover bars for details.

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

Top Recipients

33 grants

TRINITY UNITED METHODIST CHURCH
$60K
4 grants
BOY SCOUTS GREAT RIVERS
$20K
1 grant
PRESBYTERIAN EVANGELISTIC ASSOCIATION
$10K
4 grants
SIGMA NU FRATERNITY FOUNDATION
$10K
1 grant
SAM RICHARDSON - MHS FOUNDATION
$6K
2 grants
FIRST PRESPYTERIAN CHURCH
$5K
1 grant
MOBERLY COMMUNITY FOUNDATION
$5K
1 grant
FAMILY LIFE FELLOWSHIP
$5K
3 grants

Grant Size Distribution

33 grants

<$10K
28
grants
$10–50K
5
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

6 states

Missouri
$114K
83% of total
Virginia
$10K
7% of total
South Carolina
$5K
4% of total
Oregon
$4K
3% of total
Massachusetts
$4K
3% of total
Mississippi
$500
0% of total

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THE AUNT KATE FOUNDATION — Grants, Financials & Contact | Grantivo