Private foundation (trust)EIN 826429867Est. 2018-03

THE LIBELLE FUND

MONTGOMERY, AL 36102

Total Assets

$3.3M

FY 2023

Annual Giving

$150K

FY 2023

Grants Made

21

FY 2023

Avg Grant

$7K

FY 2023

Grant Range

$2K–$25K

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Revenue

$77K

Total Expenses

$173K

Qualifying Distributions

$165K

Distributable Amount

$153K

Min. Investment Return

$154K

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

21 grants

Grant sizes from minimum $2K through median $5K to maximum $25K, 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 $150K in 2023. Hover bars for details.

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

Top Recipients

78 grants

PREVENT CANCER FOUNDATION
$55K
4 grants
NATIONAL GALLERY OF ART CIRCLE
$45K
4 grants
NATIONAL TRUST FOR HISTORIC PRESERV
$45K
4 grants
METROPOLITAN CLUB PRESBYTERIAN FOUN
$40K
4 grants
N STREET VILLAGE
$33K
4 grants
ASSOC FOR DIPLOMATIC STUDIES & TRAI
$32K
4 grants
HARRY CHAPIN FOOD BANK OF SW FLORID
$25K
4 grants
BOCA GRANDE HEALTH CLINIC FOUNDATIO
$25K
4 grants

Grant Size Distribution

78 grants

<$10K
69
grants
$10–50K
9
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

8 states

District of Columbia
$210K
39% of total
Virginia
$109K
20% of total
Florida
$100K
19% of total
Maryland
$65K
12% of total
Illinois
$22K
4% of total
New York
$15K
3% of total
Pennsylvania
$10K
2% of total
Texas
$8K
1% of total

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THE LIBELLE FUND — Grants, Financials & Contact | Grantivo