Ta South Mountain Industrial Ins

SAINT LOUIS, MO EIN: 56-6049775

Ta South Mountain Industrial Ins is a private foundation focused on Human services, based in SAINT LOUIS, MO. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $240K in total assets. In 2025, it awarded 1 grants totaling $14K. Net investment income was $9K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$240K

-2.9% YoY

Annual Giving

$14K

+7.7% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$14K

+7.7% YoY

Under IRS private-foundation payout rules, Ta South Mountain Industrial Ins reported a distributable amount of $16K for 2025 — the minimum it must pay out in qualifying distributions.

About Ta South Mountain Industrial Ins

Based on IRS filings

Focus Areas

Human services

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

North Carolina $68K (100%)

States

North Carolina

Cities

Morganton

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$240,296	$247,591	$252,621
Revenue	$13,390	$14,071	$-8,775
Expenses	$20,690	$19,090	$21,977
Qualifying Distributions	$15,635	$14,616	$17,506
Net Investment Income	$8,544	$9,579	$4,128
Distributable Amount	$15,610	$14,504	$14,293

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 2025

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include South Mtn Children and Fmly Svcs ($14,000).

Recipient	Purpose	Amount
SOUTH MTN CHILDREN AND FMLY SVCS MORGANTON, NC	GENERAL OPERATING	$14,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
WELLS FARGO BANK N A	TRUSTEE	1	$4,942

Subject Areas

Focus areas based on grantmaking activity

Human services

Frequently Asked Questions

What is Ta South Mountain Industrial Ins?

Ta South Mountain Industrial Ins is a private foundation focused on Human services, based in SAINT LOUIS, MO. It holds $240K in total assets as of 2025.

How large is Ta South Mountain Industrial Ins?

As of 2025, Ta South Mountain Industrial Ins holds $240K in total assets with $13K in annual revenue. It awarded 1 grants totaling $14K in 2025.

Where does Ta South Mountain Industrial Ins operate?

Ta South Mountain Industrial Ins has awarded grants in North Carolina.

What size grants does Ta South Mountain Industrial Ins award?

In 2025, Ta South Mountain Industrial Ins awarded 1 grants totaling $14K — an average of about $14K per grant, based on its IRS Form 990 filings.

How much is Ta South Mountain Industrial Ins required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Ta South Mountain Industrial Ins reported a distributable amount of $16K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Ta South Mountain Industrial Ins's EIN?

Ta South Mountain Industrial Ins's EIN (Employer Identification Number) is 56-6049775. IRS Form 990 filing data is available on this page for 2020–2025.