Truliant Federal Credit Union Foundation
Truliant Federal Credit Union Foundation is a public charity based in Winston-Salem, North Carolina. Formed in 2023, it supports nonprofits and public schools in Truliant member communities in North Carolina, South Carolina, and Virginia.
Key facts about Truliant Federal Credit Union Foundation
In short: Truliant Federal Credit Union Foundation gave $326K across 30 grants in 2025 (avg $11K), mostly in North Carolina. Source: 2025 IRS Form 990.
- EIN
- 92-3198587
- Latest 990 filing
- Form 990, 2025
- Annual giving (2025)
- $326,000
- Grants made (2025)
- 30
- Average grant
- $10,867
- Median grant
- $10,000
- Total assets
- $142,174
- Primary geography
- North Carolina (78% of itemized 2025 grant dollars)
Data from IRS Form 990, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990 · View filing
Total Assets
$142K
Annual Giving
$326K
Grant Count
30
Avg Grant Size
$11K
Mission & Focus Areas
The foundation’s stated mission is “to be a catalyst of growth for community nonprofits, providing the financial support and guidance they need to flourish and spark positive change in Truliant member communities.” Its 2025 filing says it had disbursed support to 125 nonprofit organizations and public schools in North Carolina, South Carolina, and Virginia for workforce education, social mobility, and financial literacy efforts.
Its 2025 grantees illustrate a range of community services. Dress for Success Charlotte describes its work as helping women achieve economic independence through professional attire, job preparation, and career support. Financial Pathways of the Piedmont says it provides personal money-management education and counseling, debt-reduction programs, and housing counseling. Greenville Literacy Association describes its mission as improving literacy and employability in Greenville County. Other grantees’ stated missions include supporting education, housing access, and services for people experiencing homelessness or returning from incarceration.
Grantmaking
In 2025, the foundation awarded 30 grants totaling $326,000. Grants ranged from $7,000 to $25,000, with a median grant of $10,000.
Review Cycle
are specified in the available information.
How to Apply
, materials, restrictions, or deadline are specified in the available information.
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Geographic Focus
Where this funder awards grants
The foundation’s 2025 filing describes work in Truliant member communities in North Carolina, South Carolina, and Virginia. Of its 2025 grant dollars, 78% went to recipients in North Carolina, 12% to South Carolina, and 10% to Virginia.
Grant Distribution by State
Share of 2025 grant dollars across all 30 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
In 2025 it made 30 grants totaling $326K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Dress for Success Charlotte ($25K). Together the top 10 received $148K.
Grant Size Distribution
30 grants across all recorded years
The most common grant size was under $50K: 30 grants of 30 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Dress for Success Charlotte Charlotte, NC | Charitable contribution to further pursue the goals of this organization. | $25,000 |
| Second Harvest Food Bank of Northwest NC Winston-Salem, NC | Charitable contribution to further pursue the goals of this organization. | $25,000 |
| Financial Pathways of the Piedmont Winston-Salem, NC | Charitable contribution to further pursue the goals of this organization. | $20,000 |
| Jennings O'Neil Career Academy and Workforce Development Charlotte, NC | Charitable contribution to further pursue the goals of this organization. | $15,000 |
| Literacy NRV Christiansburg, VA | Charitable contribution to further pursue the goals of this organization. | $13,000 |
| Mecked Charlotte, NC | Charitable contribution to further pursue the goals of this organization. | $10,000 |
| The Lotus Campaign Charlotte, NC | Charitable contribution to further pursue the goals of this organization. | $10,000 |
| Greenville Tech Foundation Greenville, SC | Charitable contribution to further pursue the goals of this organization. | $10,000 |
| Center 360 Charlotte, NC | Charitable contribution to further pursue the goals of this organization. | $10,000 |
| Just Do It Movement Inc Charlotte, NC | Charitable contribution to further pursue the goals of this organization. | $10,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $142,174 | $718,401 | $583,727 | $326,000 across 30 grants |
| Metric | 2025 |
|---|---|
| Total Assets | $142,174 |
| Revenue | $718,401 |
| Expenses | $583,727 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990 for fiscal year 2025 (received by the IRS July 15, 2026)
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Sherri Thomas as president, Precious McCloud as vice president, Tricia Beeker as secretary, Angela Cooke as treasurer, Atticus Simpson as executive director, and Martha Logemann as trustee.
Truliant Federal Credit Union Foundation is led by Atticus Simpson, Executive Director on the 2025 filing; none of the 6 officers listed in 2025 report compensation.
Officers on the 2025 filing
Atticus Simpson
Executive Director
New on the 2025 filing
20 hrs/week
No compensation reported
Sherri Thomas
President
New on the 2025 filing
0.3 hrs/week
No compensation reported
Martha Logemann
Trustee
New on the 2025 filing
0.3 hrs/week
No compensation reported
Angela Cooke
Treasurer
New on the 2025 filing
0.5 hrs/week
No compensation reported
Precious McCloud
Vice President
New on the 2025 filing
0.3 hrs/week
No compensation reported
Tricia Beeker
Secretary
New on the 2025 filing
0.3 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Mailing address: 3200 Truliant Way, Winstonsalem, NC 27103
Phone: (800) 822-0382
Website: https://truliant.org
Frequently asked questions about Truliant Federal Credit Union Foundation
How much does Truliant Federal Credit Union Foundation give each year?
Truliant Federal Credit Union Foundation gave $326K across 30 grants in 2025, according to its 2025 IRS Form 990.
What is Truliant Federal Credit Union Foundation's typical grant size?
Truliant Federal Credit Union Foundation's median grant in 2025 was $10,000, and its average grant was $10,867, across 30 grants on its 2025 IRS Form 990.
Where does Truliant Federal Credit Union Foundation give grants?
Truliant Federal Credit Union Foundation gives mostly in North Carolina: 78% of the grant dollars itemized on its 2025 IRS Form 990 went to recipients there. The next largest states were South Carolina (12%) and Virginia (10%). The most frequent recipient cities were Charlotte, NC (9 grants), Winston-Salem, NC (7 grants), Greenville, SC (4 grants) and Radford, VA (2 grants).
Does Truliant Federal Credit Union Foundation give general operating support?
Not in 2025: none of the 30 grants with a stated purpose on Truliant Federal Credit Union Foundation's 2025 IRS Form 990 were described as general or operating support.
Who are Truliant Federal Credit Union Foundation's largest grantees?
Truliant Federal Credit Union Foundation's largest 2025 grantees include Dress for Success Charlotte ($25,000), Second Harvest Food Bank of Northwest NC ($25,000) and Financial Pathways of the Piedmont ($20,000), according to its 2025 IRS Form 990. Together they received 21% of its itemized 2025 grant dollars.
How large is Truliant Federal Credit Union Foundation?
Truliant Federal Credit Union Foundation reported $142K in total assets on its 2025 IRS Form 990. Its revenue that year was $718K.
What does Truliant Federal Credit Union Foundation fund?
The foundation’s stated mission is “to be a catalyst of growth for community nonprofits, providing the financial support and guidance they need to flourish and spark positive change in Truliant member communities.” See mission & focus areas ↑
How do I apply for a grant from Truliant Federal Credit Union Foundation?
Truliant Federal Credit Union Foundation has no public application process in the sources Grantable reviewed. Check truliant.org for current guidelines, or contact the foundation directly before submitting a request.
What is Truliant Federal Credit Union Foundation's EIN?
Truliant Federal Credit Union Foundation's EIN (Employer Identification Number) is 92-3198587. IRS Form 990 filing data is available on this page for 2025.
Data last updated September 2026. Sourced from IRS Form 990 filings. Research dossier generated September 2026.
Here's the math on researching Truliant Federal Credit Union Foundation by hand.
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