Bissell Ballantyne Legacy Foundation
Bissell Ballantyne Legacy Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHARLOTTE, NC. IRS filing data is available for 2023. As of 2023, the organization holds $53.0M in total assets. Net investment income was $36.0M.
Financial Overview
From 2023 IRS Form 990-PF · View filing
Total Assets
$53.0M
Revenue
$86.2M
Net Investment Income
$36.0M
Expenses
$209K
Under IRS private-foundation payout rules, Bissell Ballantyne Legacy Foundation reported a distributable amount of $864K for 2023 — the minimum it must pay out in qualifying distributions.
About Bissell Ballantyne Legacy Foundation
Based on IRS filings
Bissell Ballantyne Legacy Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHARLOTTE, NC. IRS filing data is available for 2023. As of 2023, the organization holds $53.0M in total assets. Net investment income was $36.0M.
Focus Areas
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Financial History
Multi-year comparison from IRS filings
| Metric | 2023 |
|---|---|
| Total Assets | $53,045,951 |
| Revenue | $86,167,732 |
| Expenses | $209,369 |
| Qualifying Distributions | — |
| Net Investment Income | $36,003,276 |
| Distributable Amount | $863,816 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2023
Grant Size Distribution
0 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for 2023.
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2023 IRS filing
From 2023 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| WHITNEY FELD | PRESIDENT | 40 | $60,192 |
| HOWARD C BISSELL | FOUNDING DIRECTOR | 1 | — |
| MARGARET G BISSELL | FOUNDING DIRECTOR | 1 | — |
| BARBARA BISSELL KOPCZYNSKI | BOARD CHAIR | 10 | — |
| PAUL HATTENHAUER | SECRETARY | 1 | — |
| ANNETTE SIVERLING | TREASURER | 1 | — |
| DAVID FINNIE | VICE CHAIR | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Bissell Ballantyne Legacy Foundation?
Bissell Ballantyne Legacy Foundation is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in CHARLOTTE, NC. It holds $53.0M in total assets as of 2023.
How large is Bissell Ballantyne Legacy Foundation?
As of 2023, Bissell Ballantyne Legacy Foundation holds $53.0M in total assets with $86.2M in annual revenue.
How much is Bissell Ballantyne Legacy Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2023, Bissell Ballantyne Legacy Foundation reported a distributable amount of $864K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Bissell Ballantyne Legacy Foundation's EIN?
Bissell Ballantyne Legacy Foundation's EIN (Employer Identification Number) is 92-2863751. IRS Form 990 filing data is available on this page for 2023.
Explore Open Grants
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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