Jacqueline Leonard Trust Fbo Catawba College

GREENSBORO, NC EIN: 27-5300043

Jacqueline Leonard Trust Fbo Catawba College is a private foundation, based in GREENSBORO, NC. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $1.7M in total assets. In 2024, it awarded 1 grants totaling $90K. Net investment income was $68K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.7M

-1.7% YoY

Annual Giving

$90K

-1.3% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$90K

-1.3% YoY

Under IRS private-foundation payout rules, Jacqueline Leonard Trust Fbo Catawba College reported a distributable amount of $108K for 2024 — the minimum it must pay out in qualifying distributions.

About Jacqueline Leonard Trust Fbo Catawba College

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

North Carolina $315K (100%)

States

North Carolina

Cities

Salisbury

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,716,152	$1,746,334	$1,798,248
Revenue	$82,955	$57,038	$-100
Expenses	$111,744	$108,528	$111,312
Qualifying Distributions	$97,708	$97,539	$100,675
Net Investment Income	$68,295	$50,085	$41,954
Distributable Amount	$108,350	$96,365	$97,109

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

4 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Catawba College ($89,717).

Recipient	Purpose	Amount
CATAWBA COLLEGE SALISBURY, NC	TO PROVIDE SCHOLARSHIPS	$89,717

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Frequently Asked Questions

How large is Jacqueline Leonard Trust Fbo Catawba College?

As of 2024, Jacqueline Leonard Trust Fbo Catawba College holds $1.7M in total assets with $83K in annual revenue. It awarded 1 grants totaling $90K in 2024.

Where does Jacqueline Leonard Trust Fbo Catawba College operate?

Jacqueline Leonard Trust Fbo Catawba College has awarded grants in North Carolina.

What size grants does Jacqueline Leonard Trust Fbo Catawba College award?

In 2024, Jacqueline Leonard Trust Fbo Catawba College awarded 1 grants totaling $90K — an average of about $90K per grant, based on its IRS Form 990 filings.

How much is Jacqueline Leonard Trust Fbo Catawba College required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Jacqueline Leonard Trust Fbo Catawba College reported a distributable amount of $108K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Jacqueline Leonard Trust Fbo Catawba College's EIN?

Jacqueline Leonard Trust Fbo Catawba College's EIN (Employer Identification Number) is 27-5300043. IRS Form 990 filing data is available on this page for 2021–2024.