James T & Louise R
James T & Louise R is a private foundation based in Winston-Salem, North Carolina. It supports charitable organizations through grants, with 2023 giving concentrated among recipients in North Carolina.
Key facts about James T & Louise R
In short: James T & Louise R gave $338K across 26 grants in 2023 (avg $13K), mostly in North Carolina. 13% of 2023 grantees were new. Source: 2023 IRS Form 990-PF.
- EIN
- 56-1853094
- Latest 990 filing
- Form 990-PF, 2023
- Annual giving (2023)
- $338,000
- Grants made (2023)
- 26
- Average grant
- $13,000
- Median grant
- $10,150
- New grantees (estimate)
- 13% first-time grantees (3 of 23, 2023)
- Total assets
- $2,086,122
- Primary geography
- North Carolina (94% of itemized 2023 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. Full details ↓
Data from IRS Form 990-PF, 2023; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2023 IRS Form 990-PF · View filing
Total Assets
$2.1M
-3.8% YoY
Annual Giving
$338K
+51.8% YoY
Grant Count
26
+18.2% YoY
Avg Grant Size
$13K
+28.5% YoY
Under IRS private-foundation payout rules, James T & Louise R reported a distributable amount of $202K for 2023 — the minimum it must pay out in qualifying distributions.
Is James T & Louise R open to new grantees?
13%
first-time grantees, 2023
In 2023, 3 of 23 grantees (13%) were first-time recipients. First grants averaged $7K; repeat grants $16K. How we count
Medians: $5K first-time, $13K repeat.
- 78% of 2023 grantees were also funded in 2022. Method
- Giving grew 93% from 2020 to 2023. Method
- In 2023 it paid out 167% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2023). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No foundation mission statement is provided. Its 2023 grants show support for organizations whose missions include operating a school for exceptional children (Westlawn School), helping older adults remain at home and supporting caregivers (Senior Services), and providing food assistance and working to eliminate hunger (Second Harvest Food Bank). Other recipients include Piedmont Land Conservancy, whose mission is to protect natural and scenic lands, farms, and green space in Piedmont North Carolina, and Reynolda House, which preserves and interprets an American country home and collection of American art.
Grantmaking
In 2023, the foundation awarded 26 grants totaling $338,000. Grants ranged from $1,000 to $40,000, with a median of $10,150. The largest awards included $40,000 to Westlawn School; $25,000 each to FCDS, Senior Services, and Trellis; and $20,000 each to ABC of NC, NC Zoo, Senior Services, and WF Baptist Medical Center. Other listed grants included $15,000 each to Food Bank, Patriot Foundation, and UNC School of the Arts, and $11,500 to Reynolda Gardens.
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Geographic Focus
Where this funder awards grants
In 2023, 94% of grant dollars went to recipients in North Carolina, 4% to Florida, and 1% to New York. Listed North Carolina recipients include organizations in Winston-Salem, Lewisville, and Asheboro.
Grant Distribution by State
Share of 2023 grant dollars across all 26 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2023, annual grant giving ranged from $175K (2020) to $338K (2023). In 2023 it made 26 grants totaling $338K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2023
The largest 2023 recipient was Senior Services ($48K across 3 grants). Together the top 10 received $250K.
Grant Size Distribution
81 grants across all recorded years
The most common grant size was under $50K: 81 grants of 81 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Westlawn School Winston-Salem, NC | Unrestricted | $40,000 |
| FCDS Lewisville, NC | Unrestricted | $25,000 |
| Senior Services Winston-Salem, NC | JTBLRB Fund | $25,000 |
| Trellis Winston-Salem, NC | Unrestricted | $25,000 |
| ABC of NC Winston-Salem, NC | Unrestricted | $20,000 |
| NC Zoo Asheboro, NC | Unresticted | $20,000 |
| Senior Services Winston-Salem, NC | Unrestricted | $20,000 |
| WF Baptist Medical Center Winston-Salem, NC | PRB Memorial | $20,000 |
| Food Bank Winston-Salem, NC | Unrestricted | $15,000 |
| Patriot Foundation San Antonio, FL | Unrestricted | $15,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2023 | $2,086,122 | $239,383 | $340,729 | $338,000 |
| 2022 | $2,168,487 | $139,947 | $224,424 | $222,600 |
| 2021 | $2,281,987 | $376,281 | $190,025 | $183,500 |
| Metric | 2023 | 2022 | 2021 |
|---|---|---|---|
| Total Assets | $2,086,122 | $2,168,487 | $2,281,987 |
| Revenue | $239,383 | $139,947 | $376,281 |
| Expenses | $340,729 | $224,424 | $190,025 |
| Qualifying Distributions | $338,000 | $222,600 | $183,500 |
| Net Investment Income | $71,558 | $137,836 | $367,081 |
| Distributable Amount | $201,931 | $213,323 | $216,120 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2023
Leadership & Key People
Leadership team and compensation from IRS filings
The 2023 filing lists Marilyn Broyhill Beach as president and treasurer/secretary, Edgar Broyhill as vice president, and Louise Broyhill as a board member.
James T & Louise R is led by Marilyn Broyhill Beach, President, Treasurer & Secretary on every filing since 2020; none of the 3 officers listed in 2023 report compensation.
Officers on the 2023 filing
Marilyn Broyhill Beach
President, Treasurer & Secretary
On filings since 2020
No compensation reported
Edgar Broyhill
Vice President
On filings since 2020
No compensation reported
Louise Broyhill
Board Member
On filings since 2022
No compensation reported
Former officers (1)
- Former: James T. Broyhill (2020–2021) — Board Chair
Data from IRS Form 990 filings, 2020–2023. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Mailing address: 2841 Reynolds Drive, Winstonsalem, NC 27104
Phone: (336) 414-9855
Frequently asked questions about James T & Louise R
How much does James T & Louise R give each year?
James T & Louise R gave $338K across 26 grants in 2023, according to its 2023 IRS Form 990-PF. In 2022 it gave $223K across 22 grants.
What is James T & Louise R's typical grant size?
James T & Louise R's median grant in 2023 was $10,150, and its average grant was $13,000, across 26 grants on its 2023 IRS Form 990-PF. Organizations receiving their first grant from James T & Louise R that year got $7K on average.
Where does James T & Louise R give grants?
James T & Louise R gives mostly in North Carolina: 94% of the grant dollars itemized on its 2023 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Winston-Salem, NC (16 grants).
Does James T & Louise R give general operating support?
Yes: 77% of James T & Louise R's 2023 grants with a stated purpose (20 of 26) were for general or operating support, per its 2023 IRS Form 990-PF.
Who are James T & Louise R's largest grantees?
James T & Louise R's largest 2023 grantees include Senior Services ($47,700 across 3 grants), Westlawn School ($47,500 across 2 grants) and FCDS ($25,000), according to its 2023 IRS Form 990-PF. Together they received 36% of its itemized 2023 grant dollars.
How large is James T & Louise R?
James T & Louise R reported $2.1M in total assets on its 2023 IRS Form 990-PF. It paid out $338K in qualifying distributions that year, against a required minimum of $202K (roughly 5% of its investment assets).
What does James T & Louise R fund?
No foundation mission statement is provided. See mission & focus areas ↑
How do I apply for a grant from James T & Louise R?
The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is James T & Louise R's EIN?
James T & Louise R's EIN (Employer Identification Number) is 56-1853094. IRS Form 990 filing data is available on this page for 2020–2023.
Does James T & Louise R accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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