Harold and Margaret Deal Foundation

HICKORY, NC EIN: 56-1896328

Harold and Margaret Deal Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HICKORY, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $371K in total assets. In 2024, it awarded 8 grants totaling $35K. Net investment income was $58K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$371K

-0.2% YoY

Annual Giving

$35K

+13.1% YoY

Grant Count

8

+14.3% YoY

Avg Grant Size

$4K

-1.0% YoY

Under IRS private-foundation payout rules, Harold and Margaret Deal Foundation reported a distributable amount of $33K for 2024 — the minimum it must pay out in qualifying distributions.

About Harold and Margaret Deal Foundation

Based on IRS filings

Harold and Margaret Deal Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HICKORY, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $371K in total assets. In 2024, it awarded 8 grants totaling $35K. Net investment income was $58K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

Cities

BooneCharlotteGastoniaGreensboroHickoryVale

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$17K$34K$51K$69K20202021202220232024
Metric202420232022
Total Assets$370,593$371,321$342,640
Revenue$62,322$41,211$35,240
Expenses$39,550$36,030$46,585
Qualifying Distributions$34,500$30,500$41,000
Net Investment Income$58,368$37,565$29,655
Distributable Amount$32,684$28,679$28,764

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$21K$31K$41K10 grants20202 grants20216 grants20227 grants20238 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2024

SAMARITAN'S PURSE$10KYMCA OF CATAWBA VALLEY$10KHICKORY CHORAL SOCIETY$6KFIRST PRESBYTERIAN CHURCH$2KSAFE HARBOR OF NC$2KSALT BLOCK FOUNDATION$2KPIEDMONT COUNCIL BSA$2KHART SQUARE FOUNDATION$1K

Grant Size Distribution

33 grants across all recorded years

33<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Samaritan's Purse ($10,000), Ymca of Catawba Valley ($10,000), Hickory Choral Society ($6,000).

RecipientPurposeAmount
FIRST PRESBYTERIAN CHURCH HICKORY, NCASSISTANCE WITH OPERATIONAL EXPENDITURES$2,000
HART SQUARE FOUNDATION VALE, NCASSISTANCE WITH OPERATIONAL EXPENDITURES$1,000
HICKORY CHORAL SOCIETY HICKORY, NCPROVIDE FUNDS TO COVER COST OF INTERIM MANAGING DIRECTOR FOR SIX MONTHS$6,000
PIEDMONT COUNCIL BSA GASTONIA, NCASSISTANCE WITH OPERATIONAL EXPENDITURES$1,500
SAFE HARBOR OF NC HICKORY, NCASSISTANCE WITH OPERATIONAL EXPENDITURES$2,000
SALT BLOCK FOUNDATION HICKORY, NCASSISTANCE WITH OPERATIONAL EXPENDITURES$2,000
SAMARITAN'S PURSE BOONE, NCDISASTER RELIEF$10,000
YMCA OF CATAWBA VALLEY HICKORY, NCASSISTANCE WITH OPERATIONAL EXPENDITURES$10,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
SUZANNE D WELLSPRESIDENT5
ANDREW WELLS JRSECRETARY5

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Harold and Margaret Deal Foundation?

Harold and Margaret Deal Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HICKORY, NC. It holds $371K in total assets as of 2024.

How large is Harold and Margaret Deal Foundation?

As of 2024, Harold and Margaret Deal Foundation holds $371K in total assets with $62K in annual revenue. It awarded 8 grants totaling $35K in 2024.

Where does Harold and Margaret Deal Foundation operate?

Harold and Margaret Deal Foundation has awarded grants in North Carolina.

What size grants does Harold and Margaret Deal Foundation award?

In 2024, Harold and Margaret Deal Foundation awarded 8 grants totaling $35K — an average of about $4K per grant, based on its IRS Form 990 filings.

How much is Harold and Margaret Deal Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Harold and Margaret Deal Foundation reported a distributable amount of $33K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Harold and Margaret Deal Foundation's EIN?

Harold and Margaret Deal Foundation's EIN (Employer Identification Number) is 56-1896328. 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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