The Primerica Foundation Inc

Foundation · Grantmaker Duluth, GA EIN: 27-4689647 Website

The Primerica Foundation Inc is a 501(c)(3) private corporate foundation based in Duluth, Georgia. Established in 2011, it serves as the philanthropic arm of Primerica, Inc. The foundation is governed by an independent Board of Trustees and works to support community causes that promote self-sufficiency for underserved and low-to-moderate-income families and individuals.

Key facts about The Primerica Foundation Inc

EIN: 27-4689647
Latest 990 filing: Form 990-PF, 2024
Annual giving (2024): $1,610,000
Grants made (2024): 77
Average grant: $20,909
Median grant: $10,000
New grantees (estimate): 19% first-time grantees (15 of 77, 2024)
Total assets: $499,642
Primary geography: Georgia (93% of itemized 2024 grant dollars)
How to apply: Grant funding is by invitation only. Full details ↓

Data from IRS Form 990-PF, 2024; 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.

Who The Primerica Foundation Inc funds

By grant dollars, the top recipient states for The Primerica Foundation Inc's 77 itemized 2024 grants were Georgia (93%). The most frequent recipient cities were Atlanta, GA (31 grants), Lawrenceville, GA (16 grants), Duluth, GA (9 grants) and Norcross, GA (4 grants). 4% of grants with a stated purpose were for general or operating support.

Is The Primerica Foundation Inc open to new grantees?

19%

first-time grantees, 2024

In 2024, 15 of 77 grantees (19%) were first-time recipients. First grants averaged $20K; repeat grants $21K. How we count

Medians: $10K first-time, $10K repeat.

79% of 2024 grantees were also funded in 2023. Method
Giving held roughly steady from 2021 to 2024 (+6%). Method
In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

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Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$500K

+0.9% YoY

Annual Giving

$1.6M

+3.5% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$21K

+3.5% YoY

Under IRS private-foundation payout rules, The Primerica Foundation Inc reported a distributable amount of $45K for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation takes a holistic approach to self-sufficiency, recognizing that multiple factors influence people's financial well-being and path to stability. Key issue areas include:

Homelessness and housing insecurity
Affordable housing
Food insecurity
Educational opportunity gaps
Employment and living wage opportunities
Generational poverty
Support for formerly incarcerated individuals

Grantmaking

The Primerica Foundation distributes approximately $1.6 million annually across its grantmaking activities. Recent financial data shows total giving of $1,610,000 with typical grant awards ranging from $5,000 to $185,000.

Invitation Only

** Grant funding is by invitation only. The foundation works closely with nonprofit and civic leaders to identify and fund the most pressing needs in the communities it serves.

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Geographic Focus

Where this funder awards grants

The Primerica Foundation's funding is primarily place-based, with the majority of support directed to:

Primary focus: Gwinnett County, Georgia; Metro Atlanta; and the State of Georgia
Secondary focus: Additional funding extends to communities across multiple states including California, Colorado, North Carolina, Texas, Virginia, and others where Primerica employees work and live

Grant Distribution by State

Georgia $1.5M (93%)

Illinois $50K (3%)

Hawaii $20K (1%)

California $10K (1%)

District of Columbia $10K (1%)

All other $20K (1%)

Share of all 77 itemized 2024 grant dollars.

States

California Colorado District of Columbia Delaware Florida Georgia Hawaii Illinois Massachusetts North Carolina Nevada Texas Virginia

Cities

AtlantaLawrencevilleDuluthNorcrossMariettaBufordPeachtree CornersSuwaneeWashingtonAthensChicagoDaculaWinstonsalemJohns CreekLos AngelesChestnut MountainBoca RatonGraysonRoswellSan Antonio

Financial History

Multi-year comparison from IRS filings

As of 2024:

Total Assets: $499,642
Total Revenue: $1,645,023
Total Expenses: $1,641,184
Total Giving: $1,610,000

Historical Data (2023):

Revenue: $1,648,197
Expenses: $1,586,146
Total Assets: $495,000
Total Liabilities: $0

The foundation maintains minimal liabilities and operates with a lean asset base relative to its annual giving capacity.

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$499,642	$495,303	$533,252
Revenue	$1,645,023	$1,648,197	$1,702,393
Expenses	$1,641,184	$1,586,146	$1,559,385
Qualifying Distributions	$1,634,926	$1,583,090	$1,656,682
Net Investment Income	$42,053	$41,173	$4,623
Distributable Amount	$45,135	$45,300	$42,776

Data update history

When this profile's IRS filing data changed on Grantable

March 2, 2026 IRS filings on file for fiscal years 2020–2024

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Grant Size Distribution

359 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include United Way of Greater Atlanta ($125,000), Suwanee Playtown (Cfnega) ($100,000), American Red Cross ($75,000).

Recipient	Purpose	Amount
UNITED WAY OF GREATER ATLANTA Duluth, GA	SUPPORT FOR HOMEFIRST GWINNETT; IMPACT FUND; RE-ENTRY PROGRAM FOR FORMERLY INCARCERATED INDIVIDUALS; SPARK AWARD FOR UPCOMING NONPROFIT ORGANIZATION	$125,000
SUWANEE PLAYTOWN (CFNEGA) Duluth, GA	INCLUSIVE CHILDREN'S PARK	$100,000
AMERICAN RED CROSS Atlanta, GA	DISASTER RELIEF IN THE U.S. & HURRICANE HELENE	$75,000
ATLANTA COMMUNITY FOOD BANK Atlanta, GA	EMERGENCY FOOD DISTRIBUTION AND CAPACITY FOR FOOD AGENCIES	$75,000
GWINNETT COALITION Lawrenceville, GA	TO SUPPORT THE NONPROFIT ACCELERATOR PROGRAM AND MENTAL RESILIENCY COMMUNITY PROGRAM	$60,000
3DE NATIONAL LLC Atlanta, GA	STATE 3DE IMMERSIVE EDUCATION EXPANSION PROGRAM	$50,000
FEEDING AMERICA Chicago, IL	EMERGENCY FOOD DISTRIBUTION AND CAPACITY FOR FOOD AGENCIES IN US	$50,000
HOPE ATLANTA Atlanta, GA	PROGRAMS & SERVICES FOR HOMELESS PEOPLE.	$50,000
PARTNERSHIP AGAINST DOMESTIC VIOLENCE Atlanta, GA	SHELTER FOR DOMESTIC VIOLENCE VICTIMS	$50,000
GWINNETT COUNTY PUBLIC SCHOOL FOUNDATION Suwanee, GA	SUPPORT FOR COVID-19 RETURN TO CLASSROOM INSTRUCTION	$40,000

Leadership & Key People

Leadership team and compensation from IRS filings

The Primerica Foundation Board of Trustees and Officers include:

Kathryn Kieser – Chair and President
Anne Soutter – Vice Chair and Vice President
William J. Nemetz – Treasurer
Margaret Halbert – Secretary
Randy Redner – Community Advisor
Kelly Herndon Patterson – Community Advisor

All board members serve without compensation.

Contact: PRIFoundation@primerica.com

The Primerica Foundation Inc is led by Kathryn Kieser, Chairman & President on every filing since 2020; none of the 4 officers listed in 2024 report compensation.

Officers on the 2024 filing

Kathryn Kieser

Chairman & President

On filings since 2020

10 hrs/week

No compensation reported
Anne Soutter

Vice Chairman & Vice President

On filings since 2020

30 hrs/week

No compensation reported
Margaret Halbert

Secretary

On filings since 2020

25 hrs/week

No compensation reported
William J. Nemetz

Treasurer

On filings since 2020

5 hrs/week

No compensation reported

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Recent News & Activity

Recent developments and announcements

2017

The Primerica Foundation was recognized as a "Best Foundation" by Gwinnett Magazine's editors and readers from 2017-2024.

HOPE Atlanta Awarded $50,000 Grant from The Primerica Foundation - Hope Atlanta

2024

In 2024, the foundation continued its robust charitable giving program, distributing over $2 million in total community outreach (combining The Primerica Foundation, the Primerica Corporate Charitable Program, and employee volunteer initiatives). This support positively impacts over 500,000 people in need across more than 100 nonprofit organizations.

HOPE Atlanta Awarded $50,000 Grant from The Primerica Foundation - Hope Atlanta

2024

The foundation's 2024 Convention Charitable Recipient designation went to HOPE Atlanta, which received a $50,000 grant to support housing and food insecurity initiatives for those experiencing or at risk of homelessness.

HOPE Atlanta Awarded $50,000 Grant from The Primerica Foundation - Hope Atlanta

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What does The Primerica Foundation Inc fund?

The Primerica Foundation is committed to supporting community causes that contribute to the obtainment and preservation of self-sufficiency for underserved and low-to-moderate-income families and individuals. The foundation takes a holistic approach to self-sufficiency, recognizing that multiple factors influence people's financial well-being and path to stability. Key issue areas include: • Homelessness and housing insecurity • Affordable housing • Food insecurity • Educational opportunity gaps

How do I apply for a grant from The Primerica Foundation Inc?

Grant funding is by invitation only. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

Where does The Primerica Foundation Inc make grants?

The Primerica Foundation's funding is primarily place-based, with the majority of support directed to: • **Primary focus:** Gwinnett County, Georgia; Metro Atlanta; and the State of Georgia • **Secondary focus:** Additional funding extends to communities across multiple states including California, Colorado, North Carolina, Texas, Virginia, and others where Primerica employees work and live

What size grants does The Primerica Foundation Inc award?

In 2024, The Primerica Foundation Inc awarded 77 grants totaling $1.6M — an average of about $21K per grant, based on its IRS Form 990 filings.

How much is The Primerica Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Primerica Foundation Inc reported a distributable amount of $45K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.