Phillip Ivheilker Charitable

BEAUFORT, SC EIN: 47-5438482

Phillip Ivheilker Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BEAUFORT, SC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $140K in total assets. In 2024, it awarded 39 grants totaling $83K. Net investment income was $125K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$140K

+33.0% YoY

Annual Giving

$83K

+41.0% YoY

Grant Count

39

+14.7% YoY

Avg Grant Size

$2K

+23.0% YoY

Under IRS private-foundation payout rules, Phillip Ivheilker Charitable reported a distributable amount of $16K for 2024 — the minimum it must pay out in qualifying distributions.

About Phillip Ivheilker Charitable

Based on IRS filings

Phillip Ivheilker Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BEAUFORT, SC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $140K in total assets. In 2024, it awarded 39 grants totaling $83K. Net investment income was $125K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

9states
+1 more states

Cities

BallentineBeaufortBlairsvilleBlufftonBonneauCharlestonClevelandColumbiaColumibaDaleFort PierceGoose CreekGuytonKingstreeLadys IslandLouisburgMadisonMoncks CornerMonks CornerMonroe

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$34K$69K$103K$137K20202021202220232024
Metric202420232022
Total Assets$139,951$105,230$99,853
Revenue$124,830$67,355$38,605
Expenses$90,109$61,978$58,716
Qualifying Distributions$82,975$58,833$55,525
Net Investment Income$124,830$67,355$38,605
Distributable Amount$16,314$24,078$16,846

Giving Over Time

Total grant dollars and number of grants per year

$0$21K$41K$62K$83K16 grants202027 grants202133 grants202234 grants202339 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

SAFE SPACE INC$10KJOAN TRAUGE$5KBETTY HALLER$5KLUCIE KESSLER$5KCHARLES AND MARIE HRABANEK$5KLYNN WILLIAM$5KRHONDA GAMBLE$5KJOAN TRAUGE$5KAVERY GOODALE$3KAVERY GOODALE$3K

Grant Size Distribution

149 grants across all recorded years

149<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Safe Space Inc ($10,000), Joan Trauge ($5,000), Betty Haller ($5,000).

RecipientPurposeAmount
ELISE MOORE MADISON, MSTO ASSIST WITH EDUCATIONAL EXPENSES.$1,500
KENDALL MOORE MADISON, MSTO ASSIST WITH EDUCATIONAL EXPENSES.$200
KYLE MOORE MADISON, MSTO ASSIST WITH EDUCATIONAL EXPENSES.$1,500
BRIANA CAMPBELL PORT ST LUCIE, FLTO ASSIST WITH EDUCATIONAL EXPENSES.$1,200
AVERY GOODALE COLUMBIA, SCTO ASSIST WITH EDUCATIONAL EXPENSES.$3,000
AVERY GOODALE COLUMBIA, SCTO ASSIST WITH EDUCATIONAL EXPENSES.$3,000
BONNIE JOHNSON BONNEAU, SCTO ASSIST WITH EDUCATIONAL EXPENSES.$600
PARGEREA WILLIS MONCKS CORNER, SCTO ASSIST WITH EDUCATIONAL EXPENSES.$1,000
ANGEL JACKSON YEMASSEE, SCTO ASSIST WITH EDUCATIONAL EXPENSES.$2,500
ZAKIERA HERRING RIDGELAND, SCTO ASSIST WITH EDUCATIONAL EXPENSES.$1,400

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
PHILLIP IV HEILKERCHAIRMAN1
JO STUTTSSECRETARY/TR1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Phillip Ivheilker Charitable?

Phillip Ivheilker Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BEAUFORT, SC. It holds $140K in total assets as of 2024.

How large is Phillip Ivheilker Charitable?

As of 2024, Phillip Ivheilker Charitable holds $140K in total assets with $125K in annual revenue. It awarded 39 grants totaling $83K in 2024.

Where does Phillip Ivheilker Charitable operate?

Phillip Ivheilker Charitable has awarded grants in California, Florida, Georgia, Mississippi, North Carolina, Ohio, Oklahoma, South Carolina, West Virginia.

What size grants does Phillip Ivheilker Charitable award?

In 2024, Phillip Ivheilker Charitable awarded 39 grants totaling $83K — an average of about $2K per grant, based on its IRS Form 990 filings.

How much is Phillip Ivheilker Charitable required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Phillip Ivheilker Charitable reported a distributable amount of $16K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Phillip Ivheilker Charitable's EIN?

Phillip Ivheilker Charitable's EIN (Employer Identification Number) is 47-5438482. 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.

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