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Private foundation (trust)EIN 364182930Est. 1998-04

THE CHARITABLE FOUNDATION

CARTERSVILLE, GA 30120

Total Assets

$126K

FY 2023

Annual Giving

$8K

FY 2023

Grants Made

5

FY 2023

Avg Grant

$2K

FY 2023

Grant Range

$500–$2K

Typical

Deadlines

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2023 filing

Total Revenue

$5K

Total Expenses

$12K

Qualifying Distributions

$8K

Distributable Amount

$6K

Min. Investment Return

$6K

Undistributed Income

$4K

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

5 grants

Grant sizes from minimum $500 through median $2K to maximum $2K, 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 2019 to 2023. Peak $14K in 2022. Hover bars for details.

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

Top Recipients

17 grants

THE HELPING FOUNDATION
$6K
2 grants
WALLS OF WITTENBERG
$5K
2 grants
USGF
$5K
2 grants
HELPING FOUNDATION
$5K
2 grants
ST JUDES HOSPITAL
$4K
2 grants
COMMUNITY FOUNDATION OF NORTHERN WI
$2K
2 grants
WALLS OF WITTENBURG
$2K
1 grant
WISCONSIN INSTITUTE FOR PUBLIC POLICY AND SERVICE
$500
1 grant

Grant Size Distribution

17 grants

<$10K
17
grants
$10–50K
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

5 states

Wisconsin
$20K
67% of total
Indiana
$5K
17% of total
Tennessee
$4K
14% of total
New York
$350
1% of total
Georgia
$200
1% of total

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