Independent Insurance Agents and
COLUMBIA, SC EIN: 57-0781364
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$639K
+1.3% YoY
Annual Giving
$37K
-3.7% YoY
Grant Count
5
-16.7% YoY
Avg Grant Size
$7K
+15.5% YoY
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $639,409 | $630,975 | $643,394 |
| Revenue | $59,134 | $41,693 | $40,736 |
| Expenses | $50,700 | $54,112 | $55,960 |
| Qualifying Distributions | $37,350 | $38,795 | $38,456 |
| Net Investment Income | $512 | $17,044 | $23,407 |
| Distributable Amount | $35,742 | $32,678 | $34,358 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
Grant Size Distribution
27 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ANDREW N THEODORE | CHAIR | 1 | — |
| LEE ELLIS | TRUSTEE | 1 | — |
| L VICTOR JOWERS JR | VICE CHAIR | 1 | — |
| SCOTT MOSELEY | TRUSTEE | 1 | — |
| TOM BATES | TRUSTEE | 1 | — |
| REBECCA MCCORRMACK | PRESIDENT | 1 | — |
| AMBER BRYANT | TRUSTEE | 1 | — |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
South Carolina $178K (100%)
States
Cities
CharlestonClemsonColumbia
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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