Trusted Choice Inc

ALEXANDRIA, VA EIN: 54-2052195 Website

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.

Financial Overview

From 2024 IRS Form 990-PF

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

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$4M$5M$7M20202021202220232024
Metric202420232022
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

Giving Over Time

Total grant dollars and number of grants per year

$0$361K$722K$1M$1M26 grants202010 grants202117 grants202215 grants20237 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2024

MAKE-A-WISH$103KINDEPENDENT INSURANCE AG…$60KINDEPENDENT INSURANCE AG…$60KMASSACHUSETTS ASSOCIATIO…$55KINDEPENDENT INSURANCE AG…$34KIIABCAL INDEPENDENT INSU…$17KINDEPENDENT INSURANCE AG…$6K

Grant Size Distribution

75 grants across all recorded years

48<$50K21$50–100K5$100–250K1$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Trusted Choice Inc fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

KEVIN BRANDTVICE PRESIDENT$143KCHARLES SYMINGTONPRESIDENT$96KROBERT A RUSBULDTFORMER PRESIDENT$58KEUGENE S COCKECFO$29KSCOTT D KNEELANDCHIEF COUNSEL/SECRETARY$19K

From 2024 filing

NameTitleHoursCompensation
BRAD GREERDIRECTOR1
CHARLES SYMINGTONPRESIDENT9$95,831
GEORGE DALYDIRECTOR1
JARED BURKHARTDIRECTOR1
JEFF SCHLITTDIRECTOR1
JOHN BARBOURDIRECTOR1
JON JENSENCHAIR1
MATT SIMONDIRECTOR1
MIKE BARRETTDIRECTOR1
EUGENE S COCKECFO4$28,778
KEVIN BRANDTVICE PRESIDENT33$142,507
SCOTT D KNEELANDCHIEF COUNSEL/SECRETARY4$18,697
ROBERT A RUSBULDTFORMER PRESIDENT4$57,737

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

32states
+24 more states

Cities

AlbuquerqueBirminghamCaryColumbiaConcordDe WittDenverFlowoodFt PierreGlen BurnieHallowellHendersonIndianapolisJefferson CityLake MaryLansingLincolnLouisvilleMadisonMaple Grove

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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