Florence Mccord Scholarship Tr

SANTA ROSA, CA EIN: 68-6059272

Florence Mccord Scholarship Tr is a private foundation, based in SANTA ROSA, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.0M in total assets. In 2024, it awarded 1 grants totaling $199K. Net investment income was $191K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.0M

-2.1% YoY

Annual Giving

$199K

+14.9% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$199K

+14.9% YoY

About Florence Mccord Scholarship Tr

Based on IRS filings

Florence Mccord Scholarship Tr is a private foundation, based in SANTA ROSA, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.0M in total assets. In 2024, it awarded 1 grants totaling $199K. Net investment income was $191K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Healdsburg

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$120K$240K$361K$481K20202021202220232024
Metric202420232022
Total Assets$3,010,609$3,075,588$3,007,644
Revenue$231,421$339,476$437,109
Expenses$296,155$269,816$320,458
Qualifying Distributions$255,380$226,629$276,469
Net Investment Income$191,410$302,700$398,485
Distributable Amount$215,472$198,752$205,467

Giving Over Time

Total grant dollars and number of grants per year

$0$60K$119K$179K$239K1 grants20201 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

HEALDSBURG UNIFIED SCHOO…$199K

Grant Size Distribution

5 grants across all recorded years

<$50K$50–100K5$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

EXCHANGE BANKCORP TRUSTEE$44K

From 2024 filing

NameTitleHoursCompensation
EXCHANGE BANKCORP TRUSTEE1$43,943

Related Funders

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

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