Associated Foundation Incorporated

BELMONT, NC EIN: 56-6043197

Associated Foundation Incorporated is a private foundation focused on Arts and culture, based in BELMONT, NC. IRS filing data is available from 2020 through 2023. As of 2023, the organization holds $776K in total assets. In 2023, it awarded 13 grants totaling $38K. Net investment income was $26K.

Financial Overview

From 2023 IRS Form 990-PF · View filing

Total Assets

$776K

+4.4% YoY

Annual Giving

$38K

+1.7% YoY

Grant Count

13

+8.3% YoY

Avg Grant Size

$3K

-6.1% YoY

Under IRS private-foundation payout rules, Associated Foundation Incorporated reported a distributable amount of $39K for 2023 — the minimum it must pay out in qualifying distributions.

About Associated Foundation Incorporated

Based on IRS filings

Associated Foundation Incorporated is a private foundation focused on Arts and culture, based in BELMONT, NC. IRS filing data is available from 2020 through 2023. As of 2023, the organization holds $776K in total assets. In 2023, it awarded 13 grants totaling $38K. Net investment income was $26K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

BelmontCharlestonCharlotteCramertonCullowheeGastoniaLittle SwitzerlandMatthews

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$14K$27K$41K$55K2020202120222023
Metric202320222021
Total Assets$775,740$742,710$893,373
Revenue$36,685$37,915$49,599
Expenses$49,094$49,482$49,972
Qualifying Distributions$49,094$49,482
Net Investment Income$25,749$25,944$38,157
Distributable Amount$38,887$42,149$42,497

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$19K$29K$38K8 grants202010 grants202112 grants202213 grants2023

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2023

GASTON COMMUNITY FOUNDAT…$18KFIRST PRES CHURCH$5KSPOLETO FESTIVAL USA$3KWILDACRES RETREAT$3KCHARLOTTE SYMPHONY$3KCOVENANT PRES CHURCH$2KCHARLOTTE MASTER CHORALE$2KSOUTHPOINT HIGH SCHOOL$1KSLEEP IN HEAVENLY PEACE$1KWESTERN CAROLINA UNIVERS…$1K

Grant Size Distribution

43 grants across all recorded years

43<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2023 grants, the largest include Gaston Community Foundation ($17,500), First Pres Church ($5,000), Spoleto Festival Usa ($3,000).

RecipientPurposeAmount
COVENANT PRES CHURCH CHARLOTTE, NCRELIGIOUS$1,500
SPOLETO FESTIVAL USA CHARLESTON, SCCOMMUNITY CHARITABLE$3,000
GASTON COMMUNITY FOUNDATION GASTONIA, NCCOMMUNITY CHARITABLE$17,500
SOUTHPOINT HIGH SCHOOL BELMONT, NCEDUCATION$1,000
CHARLOTTE MASTER CHORALE MATTHEWS, NCART SCIENCE$1,500
WILDACRES RETREAT LITTLE SWITZERLAND, NCCOMMUNITY CHARITABLE$2,500
FIRST PRES CHURCH GASTONIA, NCRELIGIOUS$5,000
CRAMERTON MIDDLE SCHOOL CRAMERTON, NCEDUCATION$300
SLEEP IN HEAVENLY PEACE BELMONT, NCCOMMUNITY CHARITABLE$1,000
SOUTHPOINT HS BAND BOOSTERS BELMONT, NCEDUCATION$500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2023 IRS filing

From 2023 filing

NameTitleHoursCompensation
SP STOWE IIIPRESIDENT2
JC STOWEVICE PRESIDENT2
RD HALL JRVICE PRESIDENT2
R P WHITESECRETARY2

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Associated Foundation Incorporated?

Associated Foundation Incorporated is a private foundation focused on Arts and culture, based in BELMONT, NC. It holds $776K in total assets as of 2023.

How large is Associated Foundation Incorporated?

As of 2023, Associated Foundation Incorporated holds $776K in total assets with $37K in annual revenue. It awarded 13 grants totaling $38K in 2023.

Where does Associated Foundation Incorporated operate?

Associated Foundation Incorporated has awarded grants in North Carolina, South Carolina.

What size grants does Associated Foundation Incorporated award?

In 2023, Associated Foundation Incorporated awarded 13 grants totaling $38K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is Associated Foundation Incorporated required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2023, Associated Foundation Incorporated reported a distributable amount of $39K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Associated Foundation Incorporated's EIN?

Associated Foundation Incorporated's EIN (Employer Identification Number) is 56-6043197. IRS Form 990 filing data is available on this page for 2020–2023.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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