Ta South Mountain Industrial Ins
EIN 566049775Total Given 2021–2025
$53K
4 grants · $11K avg/year
based on 5 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$14K
typical small grants · $12K–$14K
grant size
100%
deep partner · 1/1 multi-year
repeat
$326K
Assets (2025)
1
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(888) 730-4933
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2021 | $10K | $368K | $16K | 1 |
| 2023 | $16K | $296K | $-9K | 1 |
| 2024 | $13K | $311K | $14K | 1 |
| 2025 | $14K | $326K | $13K | 1 |
Grant Size Distribution
Based on 4 grants on record
Minimum
$10K
25th Pctl
$12K
Median
$14K
Average
$13K
75th Pctl
$14K
Maximum
$16K
Geographic Distribution
Officers & Directors
WA
Wells Fargo Bank N a
Trustee
WA
Wells Fargo Bank N a
Trustee
WA
Wells Fargo Bank N a
Trustee
WA
Wells Fargo Bank N a
Trustee
Grants Awarded (4 total)
| Purpose | ||||
|---|---|---|---|---|
| South Mtn Children and Fmly Svcs | Morganton, NC | $16,000 | GENERAL OPERATING | 2023 |
| South Mtn Children and Fmly Svcs | Morganton, NC | $14,000 | GENERAL OPERATING | 2025 |
| South Mtn Children and Fmly Svcs | Morganton, NC | $13,000 | GENERAL OPERATING | 2024 |
| South Mtn Children and Fmly Svcs | Morganton, NC | $10,000 | GENERAL OPERATING | 2021 |