David and Helen Congdon Family Foundation
David and Helen Congdon Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HIGH POINT, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.6M in total assets. In 2024, it made $13K in qualifying distributions. Net investment income was $18K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.6M
+582.6% YoY
Revenue
$1.4M
-23907.0% YoY
Qualifying Distributions
$13K
+50.6% YoY
Expenses
$14K
+52.1% YoY
Under IRS private-foundation payout rules, David and Helen Congdon Family Foundation reported a distributable amount of $25K for 2024 — the minimum it must pay out in qualifying distributions.
About David and Helen Congdon Family Foundation
Based on IRS filings
David and Helen Congdon Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HIGH POINT, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.6M in total assets. In 2024, it made $13K in qualifying distributions. Net investment income was $18K.
Focus Areas
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Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,575,273 | $230,775 | $245,636 |
| Revenue | $1,358,426 | $-5,706 | $4,707 |
| Expenses | $13,928 | $9,155 | $9,411 |
| Qualifying Distributions | $12,945 | $8,596 | $8,451 |
| Net Investment Income | $18,387 | $4,327 | $6,254 |
| Distributable Amount | $25,192 | $10,380 | $10,522 |
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 2024
Grant Size Distribution
0 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for 2024.
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| David S Congdon | Dir, Pres, Sec, Treas | 1 | — |
| Helen Congdon | Dir, VP | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is David and Helen Congdon Family Foundation?
David and Helen Congdon Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HIGH POINT, NC. It holds $1.6M in total assets as of 2024.
How large is David and Helen Congdon Family Foundation?
As of 2024, David and Helen Congdon Family Foundation holds $1.6M in total assets with $1.4M in annual revenue.
How much is David and Helen Congdon Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, David and Helen Congdon Family Foundation reported a distributable amount of $25K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is David and Helen Congdon Family Foundation's EIN?
David and Helen Congdon Family Foundation's EIN (Employer Identification Number) is 85-3026628. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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