Hale F Charitable Ta Co First Citizens Bank
Hale F Charitable Ta Co First Citizens Bank is a private foundation, based in Raleigh, NC. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.5M in total assets. In 2025, it awarded 7 grants totaling $87K. Net investment income was $77K.
Hale F Charitable Ta Co First Citizens Bank at a glance
In short: Hale F Charitable Ta Co First Citizens Bank gave $87K across 7 grants in 2025 (avg $12K), mostly in North Carolina. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $86,632
- +9.1% vs 2024
- Grants made (2025)
- 7
- +0.0% vs 2024
- Average grant
- $12,376
- +9.1% vs 2024
- Median grant
- $8,663
- Total assets
- $1,517,578
- -0.8% vs 2024
- Primary geography
- North Carolina (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Hale F Charitable Ta Co First Citizens Bank funds
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
The largest 2025 recipient was Campbell University ($39K). Together the top 7 received $87K.
Grant Size Distribution
35 grants across all recorded years
The most common grant size was under $50K: 35 grants of 35 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 7 itemized grants.
States
Cities
How Hale F Charitable Ta Co First Citizens Bank gives
- Giving held roughly steady from 2022 to 2025 (−10%). Method
- In 2025 it paid out 92% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $79K (2024) to $96K (2022). In 2025 it made 7 grants totaling $87K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Campbell University Buies Creek, NC | General Support | $38,984 |
| Meredith College Raleigh, NC | General Support | $12,995 |
| William Peace University Raleigh, NC | General Support | $8,663 |
| Chowan University Murfreesboro, NC | General Support | $8,663 |
| St Mary's College Raleigh, NC | General Support | $8,663 |
| The YMCA of the Triangle Areainc Raleigh, NC | General Support | $4,332 |
| Se Baptist Theological Seminary Wake Forest, NC | General Support | $4,332 |
Ready to take the next step with Hale F Charitable Ta Co First Citizens Bank?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,517,578 | $100,132 | $111,915 | $86,632 | 7 | $86,632 | $76,756 | $93,892 |
| 2024 | $1,529,308 | $103,992 | $106,726 | $79,441 | 7 | $79,441 | $76,177 | $86,632 |
| 2023 | $1,531,716 | $-2,321 | $106,678 | $82,077 | 7 | $82,077 | $15,209 | $79,443 |
| 2022 | $1,641,003 | $87,202 | $125,412 | $95,979 | 7 | $95,979 | $60,771 | $82,077 |
| 2021 | $1,680,211 | $198,689 | $114,049 | $81,192 | 7 | $81,192 | $168,680 | $95,977 |
| 2020 | $1,590,539 | $143,024 | $106,037 | $81,617 | 7 | — | $117,712 | $81,194 |
| 2019 | $1,558,686 | $67,146 | $106,543 | $81,773 | 7 | — | $42,411 | $81,615 |
Under IRS private-foundation payout rules, Hale F Charitable Ta Co First Citizens Bank reported a distributable amount of $94K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Hale F Charitable Ta Co First Citizens Bank's only listed officer is First Citizens Bank, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
First Citizens Bank
Trustee
On filings since 2019
$22K (2019) → $22K (2025)
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $22K, to First Citizens Bank (Trustee).
Frequently asked questions about Hale F Charitable Ta Co First Citizens Bank
How much does Hale F Charitable Ta Co First Citizens Bank give each year?
Hale F Charitable Ta Co First Citizens Bank gave $87K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $79K across 7 grants.
What is Hale F Charitable Ta Co First Citizens Bank's typical grant size?
Hale F Charitable Ta Co First Citizens Bank's median grant in 2025 was $8,663, and its average grant was $12,376, across 7 grants on its 2025 IRS Form 990-PF.
Where does Hale F Charitable Ta Co First Citizens Bank give grants?
Hale F Charitable Ta Co First Citizens Bank gives mostly in North Carolina: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Raleigh, NC (4 grants).
Does Hale F Charitable Ta Co First Citizens Bank give general operating support?
Yes: 100% of Hale F Charitable Ta Co First Citizens Bank's 2025 grants with a stated purpose (7 of 7) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Hale F Charitable Ta Co First Citizens Bank's largest grantees?
Hale F Charitable Ta Co First Citizens Bank's largest 2025 grantees include Campbell University ($38,984), Meredith College ($12,995) and William Peace University ($8,663), according to its 2025 IRS Form 990-PF. Together they received 70% of its itemized 2025 grant dollars.
How large is Hale F Charitable Ta Co First Citizens Bank?
Hale F Charitable Ta Co First Citizens Bank reported $1.5M in total assets on its 2025 IRS Form 990-PF. It paid out $87K in qualifying distributions that year, against a required minimum of $94K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Hale F Charitable Ta Co First Citizens Bank's EIN?
Hale F Charitable Ta Co First Citizens Bank's EIN (Employer Identification Number) is 56-6249401. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 8, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS July 7, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 4, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 9, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 8, 2024)
Explore Open Grants
Browse active grant opportunities in Hale F Charitable Ta Co First Citizens Bank's focus areas in our free grants database
Similar Funders
Funders with grantees in common
Enterprise Holdings Foundation
Saint Louis, MO
The Enterprise Holdings Foundation supports charitable and educational nonprofits in communities where Enterprise Mobility operates, focusing on health, education, arts, and disaster relief; applicants must be actively supported by an Enterprise Mobility team member, spouse, or domestic partner. Giving varies widely: it reported 9,499 grants in 2024, but its 2025 filing showed one grant of $101.4 million, so that amount is not a typical award. Applications are accepted at any time through eligible Enterprise-affiliated applicants; the Foundation does not limit giving to preselected organizations.
Assets
$594.3M
Grants
1
Total Given
$101.4M
North Carolina Independent Colleges and Universities Inc
Raleigh, NC
North Carolina Independent supports scholarships and student enrichment at independent colleges and universities, alongside advocacy and programs for the sector. Its 2025 grants went to North Carolina institutions and ranged from $3,500 to $117,313, with a median of $21,576. The profile does not state whether it accepts unsolicited requests.
Assets
$3.4M
Grants
35
Total Given
$1.1M
Duke Energy Foundation
Charlotte, NC
The Duke Energy Foundation funds workforce and local economic development, disaster resilience, conservation, clean water, and economic opportunity in North Carolina, South Carolina, Florida, Ohio, Kentucky, and Indiana. Its 2024 grants had a median of $25,000; applications for grants of $20,000 or less are accepted year-round, after applicants discuss proposals with a state representative.
Assets
$1.9M
Grants
41
Total Given
$25.6M
The Titmus Foundation
Sutherland, VA
The Titmus Foundation reports large but very concentrated giving, with recent grants totaling about $1.0–$1.2 million per year, primarily to recipients in Virginia. Its filings do not identify specific funding areas; they state that a formal application is not required and giving is not limited to preselected organizations.
Assets
$21.0M
Grants
2
Total Given
$1.2M
Victor R Small Tuw
Orlando, FL
Assets
$946K
Grants
6
Total Given
$42K
Patriot Foundation
Pinehurst, NC
Patriot Foundation funds scholarships and related support for families of service members killed, wounded, or injured while serving, with 2025 grants going to recipients in North Carolina. Its 54 grants ranged from $6,700 to $695,519, with a median of $34,800; student awards are handled through an in-house application process, and unsolicited requests are not addressed.
Assets
$4.2M
Grants
54
Total Given
$4.6M
More similar funders
More Funders in North Carolina
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Hale F Charitable Ta Co First Citizens Bank's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Hale F Charitable Ta Co First Citizens Bank down — hundreds of funders to go?