Nancy D Russell Testamentary Trust | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Nancy D Russell Testamentary Trust. Data shown is extracted from Form 990-PF filings.
EIN: 20-1117535
Foundation Overview
Based in Morehead City, NC, Nancy D Russell Testamentary Trust has awarded 38 grants totaling $156,000 to organizations in North Carolina. Individual grants range from $4,000 to $8,000, with a median award of $4,000.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
2 of 6 recipients (33%) were new grantees. Foundation maintains loyal partnerships while remaining open to qualified new applicants with strong proposals.
Geographic Focus
100% of all grants are concentrated in North Carolina, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within North Carolina, funding concentrates in Newport (50%), Morehead City (26%), Beaufort (13%).
Funding Trajectory
Stable funding levels with 0% change over 8 years indicate consistent grant-making capacity and predictable philanthropic resources. This stability suggests reliable ongoing funding opportunities.
Program Areas
Highly focused on education with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Nancy D Russell Testamentary Trust's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Lexie Garner Ecu | $4,000 | Morehead City, NC, US | Scholarshipscholarship | 2024 |
| Sophie Dixon App State | $4,000 | Havelock, NC, US | Scholarship | 2024 |
| Vinh Le Unc-ch | $4,000 | Newport, NC, US | Scholarship | 2024 |
| Lexie Garner Ecu | $4,000 | Morehead City, NC, US | Scholarshipscholarship | 2024 |
| Sophie Dixon App State | $4,000 | Havelock, NC, US | Scholarship | 2024 |
| Vinh Le Unc-ch | $4,000 | Newport, NC, US | Scholarship | 2024 |
| Lexie Garner Ecu | $4,000 | Morehead City, NC, US | Scholarshipscholarship | 2023 |
| Sophie Dixon App State | $4,000 | Havelock, NC, US | Scholarship | 2023 |
| Lexie Garner Ecu | $4,000 | Morehead City, NC, US | Scholarshipscholarship | 2023 |
| Sophie Dixon App State | $4,000 | Havelock, NC, US | Scholarship | 2023 |
| Blythe Morris Unc-w | $4,000 | Newport, NC, US | Scholarship | 2022 |
| Lexie Garner | $4,000 | Morehead City, NC, US | Scholarshipscholarship | 2022 |
| Jonathan Merrill Univ Of Mt Olive | $4,000 | Beaufort, NC, US | Scholarshipscholarshipscholarshipscholarshipscholarship | 2022 |
| Blythe Morris Unc-w | $4,000 | Newport, NC, US | Scholarship | 2022 |
| Lexie Garner | $4,000 | Morehead City, NC, US | Scholarshipscholarship | 2022 |
| Jonathan Merrill Univ Of Mt Olive | $4,000 | Beaufort, NC, US | Scholarshipscholarshipscholarshipscholarshipscholarship | 2022 |
| Blythe Morris Unc-w | $4,000 | Newport, NC, US | Scholarship | 2022 |
| Lexie Garner | $4,000 | Morehead City, NC, US | Scholarshipscholarship | 2022 |
| Jonathan Merrill Univ Of Mt Olive | $4,000 | Beaufort, NC, US | Scholarshipscholarshipscholarshipscholarshipscholarship | 2022 |
| Blythe Morris Unc-w | $4,000 | Newport, NC, US | Scholarship | 2021 |
| Ezrie Pool Nc State | $4,000 | Newport, NC, US | Scholarshipscholarship | 2021 |
| Jonathan Merrill Univ Of Mt Olive | $4,000 | Beaufort, NC, US | Scholarshipscholarshipscholarshipscholarshipscholarship | 2021 |
| Madison Clark Ecu | $4,000 | Newport, NC, US | Scholarshipscholarship | 2021 |
| Ezrie Pool Nc State | $4,000 | Newport, NC, US | Scholarshipscholarship | 2020 |
| Jonathan Merrill Univ Of Mt Olive | $4,000 | Beaufort, NC, US | Scholarshipscholarshipscholarshipscholarshipscholarship | 2020 |
| Blythe Morris Unc-w | $4,000 | Newport, NC, US | Scholarship | 2020 |
| Julia Klauss Boston Univ | $8,000 | Newport, NC, US | Scholarshipscholarship | 2020 |
| Julia Klauss Boston University | $4,000 | Newport, NC, US | Scholarshipscholarship | 2018 |
| Ezrie Pool Nc State | $4,000 | Newport, NC, US | Scholarshipscholarship | 2018 |
| Sarah Bischoff Unc-w | $4,000 | Newport, NC, US | Scholarshipscholarshipscholarship | 2018 |
| Sarah E Swain Univ Of Mt Olive | $4,000 | Morehead City, NC, US | Scholarship | 2018 |
| Kayla Josey East Carolina Universit | $4,000 | Newport, NC, US | Scholarshipscholarship | 2017 |
| Sarah Bischoff Unc-w | $4,000 | Newport, NC, US | Scholarshipscholarshipscholarship | 2017 |
| Sarah E Swain Univ Of Mt Olive | $4,000 | Morehead City, NC, US | Scholarship | 2017 |
| Julia Klauss Boston University | $4,000 | Newport, NC, US | Scholarshipscholarship | 2017 |
| Kayla Josey East Carolina Universit | $4,000 | Newport, NC, US | Scholarshipscholarship | 2016 |
| Sarah Bischoff Unc-w | $4,000 | Newport, NC, US | Scholarshipscholarshipscholarship | 2016 |
| Sarah E Swain Univ Of Mt Olive | $4,000 | Morehead City, NC, US | Scholarship | 2016 |
Foundations Similar to Nancy D Russell Testamentary Trust
Discover 5 foundations with comparable assets ($403,762-$420,027), similar grant patterns, and geographic focus in NC that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
Bill And Suzanne Lowe Family Foundation
EIN: 85-4115715 | 12 grants awarded |
$415,462
(≈ Similar) |
$5,000
median grant |
High Point, NC
Same state |
|
|
Dale & Nancy Mcghee Foundation Inc
EIN: 47-4597320 | 53 grants awarded |
$417,079
(≈ Similar) |
$2,500
median grant |
Durham, NC
Same state |
|
|
Miriam S & William T Hall Jr
EIN: 56-6563541 | 30 grants awarded |
$418,612
(≈ Similar) |
$4,750
median grant |
Gastonia, NC
Same state |
|
|
Elizabeth Dalton Averett Foundation Inc
EIN: 56-1951923 | 19 grants awarded |
$420,027
(≈ Similar) |
$5,000
median grant |
Cary, NC
Same state |
|
|
Ronald J Midura Foundation Inc
EIN: 56-1901127 | 53 grants awarded |
$403,762
(≈ Similar) |
$2,500
median grant |
Winstonsalem, NC
Same state |
|
Related Foundation Resources in NC:
Contact Information
Official contact details for Nancy D Russell Testamentary Trust as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 20-1117535 |
| Website | N/A |
| Address | PO BOX 1347 Morehead City, NC 28557-1347 |
Key People (1)
Board members, trustees, and key staff who oversee Nancy D Russell Testamentary Trust's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Trustee | Elizabeth Russell Mason |
|---|
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for Nancy D Russell Testamentary Trust is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
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