WINSTON SALEM, NC
Kate B Reynolds Charitable Trust
Quick Facts
- EIN
- 566036515
- Location
- WINSTON SALEM, NC
- Category
- General
- Total Assets
- $559.8M
- Annual Income
- $133.4M
- IRS Ruling Year
- 1983
- Organization Type
- Trust
- Principal Officer
- % Wachovia Bank Of North Carolina
- Tax Deductibility
- Contributions are deductible
About This Foundation
Kate B Reynolds Charitable Trust is a private trust based in WINSTON SALEM, NC. The foundation received its IRS ruling in 1983. The principal officer is % Wachovia Bank Of North Carolina. It holds total assets of $559.8M. Annual income is reported at $133.4M. Contributions to this foundation are tax-deductible.
View 990 FilingsFinancial Overview
Total Giving
$31.7M
2023+0%
Total Assets
$569.4M
2023+0%
Fair Market Value
N/A
2023
Net Worth
$569.4M
2023
Grants Paid
N/A
2023
Contributions
$203
2023
Net Investment Income
$17.8M
2023
Distribution Amount
$28.3M
2023
Total Giving by Year
$25.4M
10$29.4M
11$28.2M
12$29.8M
13$30.2M
14$30.2M
15$30M
18$29.9M
19$30.4M
20$39.6M
21$31.7M
22$31.7M
23Asset Growth
$480.4M
10$493.4M
11$485.5M
12$487.7M
13$488.4M
14$488.4M
15$475.3M
18$464.2M
19$458.5M
20$597.3M
21$569.4M
22$569.4M
23Financial Details (2023)
- Total Revenue
- $4.4M
- Total Expenses
- $31.7M
- Required Distribution
- $28.3M
- Total Liabilities
- $1
Grantmaking Insights
Total Grants
3
Total Giving
$69.9M
Average Grant
$23.3M
Median Grant
$22.8M
Total Giving by Year
$22.8M (1 grants)
20$21.6M (1 grants)
21$25.5M (1 grants)
22Grant Range
Min$21.6M
Max$25.5M
Median: $22.8M
Smallest grantLargest grant
Openness to New Grantees (2022)
100%
of 2022 grantees were first-time recipients
Geographic Distribution of Grants
AK
ME
VT
NH
WA
ID
MT
ND
MN
WI
MI
NY
MA
CT
RI
OR
NV
WY
SD
IA
IL
IN
OH
PA
NJ
CA
UT
CO
NE
MO
KY
WV
VA
MD
DE
DC
AZ
NM
KS
AR
TN
NC
NC: $69.9M (3)
SC
OK
LA
MS
AL
GA
FL
HI
TX
NC$69.9M (3)
Past Grantees
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Hipa And LipaCHARITABLE CONTRIBUTIONS | Winston Salem, NC | $25.5M | 2022 |
| Hipa And FcpaCHARITABLE CONTRIBUTIONS | Winston Salem, NC | $21.6M | 2021 |
| Hipa And FcpaCHARITABLE CONTRIBUTIONS | Winston Salem, NC | $22.8M | 2020 |
990-PF Filings
| Tax Period | Return Type | View |
|---|---|---|
| 2023-08 | 990PF | View Filing |
| 2022-08 | 990PF | View Filing |
| 2021-08 | 990PF | View Filing |
| 2020-08 | 990PF | View Filing |
Filings sourced from IRS e-file index. View all on ProPublica