Trusted Choice Inc
TRUSTED CHOICE IS A UNIFYING BRAND CREATED TO HELP EDUCATE CONSUMERS ABOUT THE BENEFITS OF USING AN INDEPENDENT INSURANCE AGENT OR BROKER WHEN BUYING INSURANCE.
Key facts about Trusted Choice Inc
- EIN
- 54-2052195
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $334,075
- Grants made (2024)
- 7
- Average grant
- $47,725
- Median grant
- $55,000
- Total assets
- $3,581,469
- Primary geography
- Arizona (31% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Trusted Choice Inc funds
By grant dollars, the top recipient states for Trusted Choice Inc's 7 itemized 2024 grants were Arizona (31%), North Carolina (18%) and Rhode Island (18%). 43% of grants with a stated purpose were for general or operating support. Recurring purposes include "Advertising & Recruiting" (4 grants).
How Trusted Choice Inc gives
- Giving fell 29% from 2021 to 2024. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Next steps with Trusted Choice Inc
- How to evaluate Trusted Choice Inc as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
- Draft an LOI to Trusted Choice Inc with AI
AI grant writing that drafts from your organization’s own materials, in your voice.
- Track this opportunity in a free grant tracker
A free Google Sheets or Excel template for deadlines, award terms, and reports due.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.6M
+25.6% YoY
Annual Giving
$334K
-47.1% YoY
Grant Count
7
-53.3% YoY
Avg Grant Size
$48K
+13.4% YoY
About Trusted Choice Inc
Based on IRS filings
Trusted Choice Inc is a nonprofit organization focused on Community Improvement & Capacity Building, based in Alexandria, VA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.6M in total assets. In 2024, it awarded 7 grants totaling $334K. Net investment income was $13K.
Focus Areas
Ready to take the next step with Trusted Choice Inc?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 7 itemized 2024 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,581,469 | $2,851,197 | $3,003,484 |
| Revenue | $4,314,771 | $4,763,426 | $4,862,551 |
| Expenses | $3,507,341 | $4,488,761 | $5,074,383 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $12,816 | $8,956 | $3,661 |
| Distributable Amount | — | — | — |
Data update history
When this profile's IRS filing data changed on Grantable
- 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 7 recipients in 2024
Grant Size Distribution
75 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Make-a-Wish ($102,500), Independent Insurance Agents of NC Inc ($60,000), Independent Insurance Agents of Rhode Island ($60,000).
| Recipient | Purpose | Amount |
|---|---|---|
| MAKE-A-WISH Phoenix, AZ | GENERAL SUPPORT | $102,500 |
| INDEPENDENT INSURANCE AGENTS OF NC INC Cary, NC | ADVERTISING & RECRUITING | $60,000 |
| INDEPENDENT INSURANCE AGENTS OF RHODE ISLAND Warwick, RI | GENERAL SUPPORT | $60,000 |
| MASSACHUSETTS ASSOCIATION OF INSURANCE AGENTS INC Milford, MA | ADVERTISING & RECRUITING | $55,000 |
| INDEPENDENT INSURANCE AGENTS OF SOUTH DAKOTA Ft Pierre, SD | ADVERTISING & RECRUITING | $34,075 |
| IIABCAL INDEPENDENT INSURANCE AGENTS & BROKERS OF CALIFORNIA Pleasanton, CA | GENERAL SUPPORT | $16,667 |
| INDEPENDENT INSURANCE AGENTS OF OKLAHOMA Oklahoma City, OK | ADVERTISING & RECRUITING | $5,833 |
Leadership & Key People
Officers and directors from IRS filings
Trusted Choice Inc is led by Charles Symington, President on the 2024 filing; 5 of 13 officers listed in 2024 are compensated.
Officers on the 2024 filing
Charles Symington
President
New on the 2024 filing
9 hrs/week
$96K (2024)
Jon Jensen
Chair
On filings since 2022
1 hr/week
No compensation reported
Jeff Schlitt
Director
On filings since 2021
1 hr/week
No compensation reported
Brad Greer
Director
On filings since 2022
1 hr/week
No compensation reported
Jared Burkhart
Director
On filings since 2022
1 hr/week
No compensation reported
John Barbour
Director
On filings since 2022
1 hr/week
No compensation reported
Matt Simon
Director
On filings since 2022
1 hr/week
No compensation reported
George Daly
Director
On filings since 2023
1 hr/week
No compensation reported
Mike Barrett
Director
New on the 2024 filing
1 hr/week
No compensation reported
Eugene S. Cocke
CFO
On filings since 2020
4 hrs/week
$34K (2020) → $29K (2024)
Kevin Brandt
Vice President
On filings since 2020
33 hrs/week
$185K (2020) → $143K (2024)
Robert A. Rusbuldt
Former President
President → Former President, 2024
On filings since 2020
4 hrs/week
$96K (2020) → $58K (2024)
Scott D. Kneeland
Chief Counsel & Secretary
Chief Counsel & Secretary → Chief Counsel, 2023
Chief Counsel → Chief Counsel & Secretary, 2024
On filings since 2020
4 hrs/week
$25K (2020) → $19K (2024)
Former officers (12)
- Former: Scott Stanford (2021–2023) — Director
- Former: Robert Nitsche (2022) — Director
- Former: Clinton Graham (2020–2021) — Director
- Former: David Walker (2020–2021) — Chair
- Former: Robbie Moore (2020–2021) — Director
- Former: Tara Purvis (2020–2021) — Director
- Former: Brian Harrison (2021) — Director
- Former: Cindi Gresham (2021) — Director
- Former: Jeannie Giesler (2020) — Director
- Former: Leland S. Stanford (2020) — Director
- Former: Mike McCartin (2020) — Director
- Former: Stark Harbour (2020) — Director
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.
Compensation Overview
From 2024 IRS filing
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Trusted Choice Inc?
Trusted Choice Inc is a nonprofit organization focused on Community Improvement & Capacity Building, based in Alexandria, VA. It holds $3.6M in total assets as of 2024.
How large is Trusted Choice Inc?
As of 2024, Trusted Choice Inc holds $3.6M in total assets with $4.3M in annual revenue. It awarded 7 grants totaling $334K in 2024.
Where does Trusted Choice Inc operate?
Trusted Choice Inc has awarded grants in Alabama, Arizona, California, Colorado, Florida, Iowa, Illinois, Indiana, Kentucky, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi, North Carolina, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Oklahoma, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Virginia, Vermont, Wisconsin.
What size grants does Trusted Choice Inc award?
In 2024, Trusted Choice Inc awarded 7 grants totaling $334K — an average of about $48K per grant, based on its IRS Form 990 filings.
What is Trusted Choice Inc's EIN?
Trusted Choice Inc's EIN (Employer Identification Number) is 54-2052195. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Trusted Choice Inc's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
The Culp Family Foundation
Edina, MN
Assets
$68K
Grants
1
Total Given
$73K
Vaughn L and Eleanore M Beals
Gig Harbor, WA
Assets
—
Grants
11
Total Given
$236K
The Ahuja Foundation
Naples, FL
Assets
$47.3M
Grants
35
Total Given
$2.1M
Sub-Zero Group Foundation Inc
Madison, WI
Assets
—
Grants
36
Total Given
$2.8M
Dr Daniel C Hartnett Family Foundation
Long Lake, MN
Assets
$1.4M
Grants
69
Total Given
$22K
Electra Churchill Foundation
Shreveport, LA
Assets
$250K
Grants
1
Total Given
$259K
Sullivan Family Foundation
Grand Rapids, MI
Assets
$20K
Grants
2
Total Given
$8K
R L and Mita Dharia Family Foundation
Philadelphia, PA
Assets
—
Grants
7
Total Given
$9K
Ronald and Deborah Ratner Family
Shaker Heights, OH
Assets
—
Grants
9
Total Given
$267K
Chad and Patti Hagwood Foundation
Birmingham, AL
Assets
$497K
Grants
10
Total Given
$81K
The Richard E Capri Foundation
Huntington, NY
Assets
$11.1M
Grants
10
Total Given
$244K
Joan Woodman Orton McCollum Foundation Inc
Richland Center, WI
Assets
—
Grants
11
Total Given
$167K
More Funders in Virginia
Data last updated September 2026. Sourced from IRS Form 990-PF filings.