Independent Insurance Agents and
Independent Insurance Agents and is a private foundation focused on Community Improvement & Capacity Building, based in Columbia, SC. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $669K in total assets. In 2025, it awarded 3 grants totaling $27K.
Independent Insurance Agents and at a glance
In short: Independent Insurance Agents and gave $27K across 3 grants in 2025 (avg $9K), mostly in South Carolina. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $27,395
- -26.7% vs 2024
- Grants made (2025)
- 3
- -40.0% vs 2024
- Average grant
- $9,132
- +22.2% vs 2024
- Median grant
- $10,000
- Total assets
- $668,838
- +4.6% vs 2024
- Primary geography
- South 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 Independent Insurance Agents and funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Fdn Scholarships ($16K). Together the top 3 received $27K.
Grant Size Distribution
23 grants across all recorded years
The most common grant size was under $50K: 23 grants of 23 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How Independent Insurance Agents and gives
- Giving fell 29% from 2022 to 2025. Method
- In 2025 it paid out 73% 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 $27K (2025) to $39K (2023). In 2025 it made 3 grants totaling $27K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Fdn Scholarships - 2000 Each Columbia, SC | Education | $16,000 |
| Iiabsc Columbia, SC | Support Exempt Purpose | $10,000 |
| CIC Scholarships - 465 Each Columbia, SC | Education | $1,395 |
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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 | $668,838 | $78,653 | $49,224 | $27,395 | 3 | $27,395 | — | $37,737 |
| 2024 | $639,409 | $59,134 | $50,700 | $37,350 | 5 | $37,350 | $512 | $35,742 |
| 2023 | $630,975 | $41,693 | $54,112 | $38,795 | 6 | $38,795 | $17,044 | $32,678 |
| 2022 | $643,394 | $40,736 | $55,960 | $38,456 | 5 | $38,456 | $23,407 | $34,358 |
| 2021 | $658,618 | $95,487 | $51,256 | $31,846 | 4 | $31,846 | $74,930 | $38,456 |
| 2020 | $614,387 | $97,311 | $46,174 | $31,335 | 7 | — | $79,609 | $31,846 |
| 2019 | $563,250 | $41,419 | $46,133 | $31,117 | 7 | — | $23,504 | $31,335 |
Under IRS private-foundation payout rules, Independent Insurance Agents and reported a distributable amount of $38K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Independent Insurance Agents and is led by Rebecca McCormack, President on every filing since 2024; none of the 7 officers listed in 2025 report compensation.
Officers on the 2025 filing
Rebecca McCormack
President
On filings since 2024
1 hr/week
No compensation reported
Andrew N. Theodore
Chair
Vice Chair → Chair, 2021
On filings since 2019
1 hr/week
No compensation reported
Lee Ellis
Trustee
On filings since 2021
1 hr/week
No compensation reported
Amber Bryant
Trustee
On filings since 2024
1 hr/week
No compensation reported
Scott Moseley
Trustee
On filings since 2024
1 hr/week
No compensation reported
Thomas Bates
Trustee
New on the 2025 filing
1 hr/week
No compensation reported
L. Victor Jowers Jr.
Vice Chair
Trustee → Vice Chair, 2021
On filings since 2019
1 hr/week
No compensation reported
Former officers (6)
- Former: Tom Bates (2023–2024) — Trustee
- Former: Frank Sheppard (2019–2023) — President
- Former: Robert Moseley (2021–2023) — Trustee
- Former: Robert N. McLellan Jr. (2019–2022) — Trustee
- Former: John T. Cook (2019–2020) — Chair
- Former: William Thomas (2019–2020) — Trustee
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.
Frequently asked questions about Independent Insurance Agents and
How much does Independent Insurance Agents and give each year?
Independent Insurance Agents and gave $27K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $37K across 5 grants.
What is Independent Insurance Agents and's typical grant size?
Independent Insurance Agents and's median grant in 2025 was $10,000, and its average grant was $9,132, across 3 grants on its 2025 IRS Form 990-PF.
Where does Independent Insurance Agents and give grants?
Independent Insurance Agents and gives mostly in South Carolina: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Columbia, SC (3 grants).
Does Independent Insurance Agents and give general operating support?
Not in 2025: none of the 3 grants with a stated purpose on Independent Insurance Agents and's 2025 IRS Form 990-PF were described as general or operating support.
How large is Independent Insurance Agents and?
Independent Insurance Agents and reported $669K in total assets on its 2025 IRS Form 990-PF. It paid out $27K in qualifying distributions that year, against a required minimum of $38K (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 Independent Insurance Agents and?
Independent Insurance Agents and is a private foundation focused on Community Improvement & Capacity Building, based in Columbia, SC. It holds $669K in total assets as of 2025.
What is Independent Insurance Agents and's EIN?
Independent Insurance Agents and's EIN (Employer Identification Number) is 57-0781364. 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 1, 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 April 14, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 14, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 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 2, 2024)
Live grants for the work Independent Insurance Agents and funds
Community Improvement & Capacity Building Open opportunities, soonest deadline first.
- Leveling-Up Award $1,000 · Due October 25, 2026
- Arnold F. Keller, Jr. Grant for New Initiatives/Program Expansion $25,000 · Due October 27, 2026
- Wausau Marathon County Impact Grants (Community Foundation of North Central Wisconsin) $1,000 to $100,000 depending on the scope of the project · Due October 27, 2026
Explore Open Grants
Browse active grant opportunities in Independent Insurance Agents and's focus areas in our free grants database
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More similar funders
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