Funder DirectoryTHE JAMES R WARREN FAMILY
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Private foundation (trust)EIN 200487512Est. 2005-02

THE JAMES R WARREN FAMILY

CHARLOTTE, NC 28211

Total Assets

$225K

FY 2023

Annual Giving

$10K

FY 2023

Grants Made

14

FY 2023

Avg Grant

$704

FY 2023

Grant Range

$129–$2K

Typical

Deadlines

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2023 filing

Total Revenue

$11K

Total Expenses

$14K

Qualifying Distributions

$10K

Distributable Amount

$11K

Min. Investment Return

$11K

Undistributed Income

$11K

Payout rate 92%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.92%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

14 grants

Grant sizes from minimum $129 through median $525.5 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 2018 to 2023. Peak $12K in 2018. Hover bars for details.

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

Top Recipients

72 grants

COASTAL COMMUNITY FOUNDATION
$6K
4 grants
ST JUDE CHILDREN'S RESEARCH HOSPIT
$4K
4 grants
AMERICAN NATIONAL RED CROSS
$3K
4 grants
SALVATION ARMY
$3K
4 grants
SAVE THE CHILDREN FEDERATION
$3K
4 grants
DENVER DUMB FRIENDS LEAGUE
$2K
2 grants
MAKE A WISH FOUNDATION
$2K
4 grants
DOCTORS WITHOUT BORDERS
$2K
3 grants

Grant Size Distribution

72 grants

<$10K
72
grants
$10–50K
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

12 states

Colorado
$11K
25% of total
North Carolina
$7K
16% of total
South Carolina
$6K
13% of total
District of Columbia
$5K
12% of total
Tennessee
$4K
10% of total
Connecticut
$3K
6% of total
New York
$2K
4% of total
Virginia
$2K
4% of total
Florida
$2K
3% of total
Utah
$1K
3% of total

+2 more states

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