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 2020 through 2024. As of 2024, the organization holds $639K in total assets. In 2024, it awarded 5 grants totaling $37K. Net investment income was $512.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$639K
+1.3% YoY
Annual Giving
$37K
-3.7% YoY
Grant Count
5
-16.7% YoY
Avg Grant Size
$7K
+15.5% YoY
Under IRS private-foundation payout rules, Independent Insurance Agents and reported a distributable amount of $36K for 2024 — the minimum it must pay out in qualifying distributions.
About Independent Insurance Agents and
Based on IRS filings
Independent Insurance Agents and is a private foundation focused on Community Improvement & Capacity Building, based in COLUMBIA, SC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $639K in total assets. In 2024, it awarded 5 grants totaling $37K. Net investment income was $512.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $639,409 | $630,975 | $643,394 |
| Revenue | $59,134 | $41,693 | $40,736 |
| Expenses | $50,700 | $54,112 | $55,960 |
| Qualifying Distributions | $37,350 | $38,795 | $38,456 |
| Net Investment Income | $512 | $17,044 | $23,407 |
| Distributable Amount | $35,742 | $32,678 | $34,358 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
Grant Size Distribution
27 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Fdn Scholarships - 2000 Each ($14,000), Iiabsc ($10,000), Hurricane Helene Relief ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CIC SCHOLARSHIPS - 450 EACH COLUMBIA, SC | EDUCATION | $1,350 |
| FDN SCHOLARSHIPS - 2000 EACH COLUMBIA, SC | EDUCATION | $14,000 |
| IIABSC COLUMBIA, SC | SUPPORT EXEMPT PURPOSE | $10,000 |
| HURRICANE HELENE RELIEF COLUMBIA, SC | HUMANITARIAN NEEDS | $10,000 |
| INSURACADEMY - 1000 EACH COLUMBIA, SC | EDUCATION | $2,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ANDREW N THEODORE | CHAIR | 1 | — |
| LEE ELLIS | TRUSTEE | 1 | — |
| L VICTOR JOWERS JR | VICE CHAIR | 1 | — |
| SCOTT MOSELEY | TRUSTEE | 1 | — |
| TOM BATES | TRUSTEE | 1 | — |
| REBECCA MCCORRMACK | PRESIDENT | 1 | — |
| AMBER BRYANT | TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
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 $639K in total assets as of 2024.
How large is Independent Insurance Agents and?
As of 2024, Independent Insurance Agents and holds $639K in total assets with $59K in annual revenue. It awarded 5 grants totaling $37K in 2024.
Where does Independent Insurance Agents and operate?
Independent Insurance Agents and has awarded grants in South Carolina.
What size grants does Independent Insurance Agents and award?
In 2024, Independent Insurance Agents and awarded 5 grants totaling $37K — an average of about $7K per grant, based on its IRS Form 990 filings.
How much is Independent Insurance Agents and required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Independent Insurance Agents and reported a distributable amount of $36K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.