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.
Key facts about Independent Insurance Agents and
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.
- EIN
- 57-0781364
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $27,395
- Grants made (2025)
- 3
- Average grant
- $9,132
- Median grant
- $10,000
- Total assets
- $668,838
- Primary geography
- South Carolina (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$669K
+4.6% YoY
Annual Giving
$27K
-26.7% YoY
Grant Count
3
-40.0% YoY
Avg Grant Size
$9K
+22.2% YoY
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.
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.
Ready to take the next step with Independent Insurance Agents and?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
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.
Grant Insights
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%).
Giving History
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 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $668,838 | $639,409 | $630,975 |
| Revenue | $78,653 | $59,134 | $41,693 |
| Expenses | $49,224 | $50,700 | $54,112 |
| Qualifying Distributions | $27,395 | $37,350 | $38,795 |
| Net Investment Income | — | $512 | $17,044 |
| Distributable Amount | $37,737 | $35,742 | $32,678 |
Data update history
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)
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.
Here's the math on researching Independent Insurance Agents and by hand.
Explore Open Grants
Browse active grant opportunities in Independent Insurance Agents and's focus areas in our free grants database
Similar Funders
Similar funders in South Carolina
Central Carolina Community Foundation
Columbia, SC
Central Carolina Community Foundation funds education, human services, health, arts and culture, community development, disaster relief, and related community initiatives through specific grant programs. Its 2025 grants had a median of $20,000, and it primarily serves 11 Midlands counties while also funding statewide and nationally. It accepts applications through its online portal during published grant periods for specific opportunities; some programs are invitation-only.
Assets
$264.3M
Grants
488
Total Given
$26.5M
Coastal Community Foundation of South Carolina Inc
N Charleston, SC
Coastal Community Foundation of South Carolina supports nonprofits and community initiatives in education, health, human services, the environment, arts, social justice, and community development across nine coastal South Carolina counties. Its 2024 itemized grants ranged from $5,057 to $2.3 million, with a median of $16,500; competitive programs accept applications through its online portal.
Assets
$435.6M
Grants
459
Total Given
$26.0M
Community Foundation of Greenville Inc
Greenville, SC
Community Foundation of Greenville funds nonprofits and projects in arts, education, environment, health, and human services, with a focus on Greenville County, South Carolina. Its 2026 Capacity Building Grants award $5,000–$12,500; 2024 grants had a median of $23,900. It accepts unsolicited requests through its Capacity Building Grants program.
Assets
$118.8M
Grants
346
Total Given
$26.4M
South Carolina Christian Foundation
Spartanburg, SC
The foundation funds Christian ministries, churches, and quality-of-life organizations, with particular attention through its Community Trust Grants to Christian nonprofits in five South Carolina counties. Its 2024 grants had a median of $15,000, though awards varied widely; most grant dollars went to South Carolina, with additional funding in other states. Community Trust applicants must submit a Ministry Introduction Form and be invited to apply; the profile does not state whether other requests are unsolicited.
Assets
$45.4M
Grants
285
Total Given
$11.6M
Spartanburg County Foundation
Spartanburg, SC
The Spartanburg County Foundation funds nonprofits and community groups serving Spartanburg County residents, with priorities including quality of life, education, economic mobility, and organizational capacity. Its itemized 2025 grants had a median of $15,500; listed programs offer awards of up to $10,000–$35,000.
Assets
$280.4M
Grants
227
Total Given
$19.0M
United Community Bank Foundation
Greenville, SC
United Community Bank Foundation funds economic empowerment, arts, housing and youth development in communities served across Alabama, Florida, Georgia, North Carolina, South Carolina and Tennessee. Its 2025 grants ranged from $250 to $16,000, with a median of $2,000. It does not accept unsolicited requests; grants go to preselected organizations.
Assets
$12.6M
Grants
235
Total Given
$505K
Milliken & Company Charitable Foundation
Spartanburg, SC
The Milliken & Company Charitable Foundation supports arts and economic development, inclusion, health and sustainability, and education and STEAM, in communities where Milliken operates. Most community grants are $10,000–$15,000, though reported 2025 grants ranged widely; applications are submitted online during its stated annual cycle.
Assets
$15.6M
Grants
44
Total Given
$2.8M
Community Foundation of the Lowcountry
Hilton Head Island, SC
The Community Foundation of the Lowcountry funds nonprofits working in areas such as education, health, human services, community development, arts, and the environment. Its 2025 grants ranged from $5,000 to $1,234,463, with a median of $15,000; its service area covers Beaufort, Colleton, Hampton, and Jasper counties in South Carolina, with some grants limited to Hilton Head, Daufuskie, and Greater Bluffton. For competitive grants, organizations are directed to submit a Grant Inquiry Form; donor-advised fund grants are donor-recommended and have no application process.
Assets
$99.7M
Grants
193
Total Given
$9.4M
Comporium Foundation Inc
Rock Hill, SC
Comporium Foundation supports education, community welfare, civic activity, health, economic development, trails, and religious organizations, primarily in South Carolina and North Carolina. Its 2024 grants ranged from $100 to $70,000, with a median of $3,625. It does not accept unsolicited requests and contributes only to preselected charitable organizations.
Assets
$20.6M
Grants
122
Total Given
$1.1M
J M Smith Foundation
Spartanburg, SC
The J M Smith Foundation supports a range of charitable organizations, including churches, human services, education, arts, and animal welfare groups, primarily in South Carolina, with some grants in nearby states. In 2026, grants ranged from $200 to $28,200, with a median of $2,000. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$908K
Grants
102
Total Given
$539K
The Sunshine Foundation Inc
Barnwell, SC
The foundation supports organizations working in health, education, economic activity, and the environment, with most funding going to South Carolina. Its 2024 grants had a median of $1,000, though amounts ranged from $25 to $165,126. It funds only preselected charitable organizations and does not accept unsolicited requests.
Assets
$13.2M
Grants
104
Total Given
$724K
Gods Goods Mt Pleasant
Mt Pleasant, SC
GODS GOODS MT PLEASANT supports preselected charities working in areas such as Christian education and ministry, community development, and services for people facing poverty or abuse. Its 2025 grants ranged from $750 to $10,000, with a median of $5,000; most funding went to South Carolina, with smaller amounts awarded in several other states. It does not accept unsolicited requests.
Assets
$201K
Grants
105
Total Given
$467K
More Funders in South Carolina
Independent Insurance Agents and down — hundreds of funders to go?