The Aunt Kate Foundation | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like The Aunt Kate Foundation. Data shown is extracted from Form 990-PF filings.
EIN: 43-1525099
Foundation Overview
Based in Charlotte, NC, The Aunt Kate Foundation has awarded 49 grants totaling $188,000 to organizations in Massachusetts, Missouri and 4 other states across the US. Individual grants range from $500 to $20,000, with a median award of $1,500.
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
4 of 10 recipients (40%) were new grantees. Foundation maintains loyal partnerships while remaining open to qualified new applicants with strong proposals.
Geographic Focus
59% of grants are awarded in Missouri, with additional funding distributed across 5 other locations. The foundation balances regional focus with broader geographic diversity. Within Missouri, funding concentrates in Moberly (90%), Columbia (10%).
Funding Trajectory
Strong 74% growth in annual giving over 3 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.
Program Areas
Highly focused on general purposes 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 The Aunt Kate Foundation'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 |
|---|---|---|---|---|
| Compassionate Care Als | $1,000 | Falmouth, MA, US | General Fund | 2023 |
| Family Life Fellowship | $2,000 | Moberly, MO, US | General Fund | 2023 |
| Holt International | $1,000 | Eugene, OR, US | General Fund | 2023 |
| Mark Gelina Univ Of Mo Scholarship | $1,500 | Moberly, MO, US | General Fund | 2023 |
| Presbyterian Evangelistic Association | $3,000 | Bristol, VA, US | General Fund | 2023 |
| Trinity United Methodist Church | $15,000 | Moberly, MO, US | General Fund | 2023 |
| Moberly Community Foundation | $5,000 | Moberly, MO, US | General Fund | 2023 |
| Boy Scouts Great Rivers | $20,000 | Columbia, MO, US | General Fund | 2023 |
| The Crossing Church | $500 | Columbia, MO, US | General Fund | 2023 |
| First Prespyterian Church | $5,000 | Charleston, SC, US | General Fund | 2023 |
| Compassionate Care Als | $1,000 | Falmouth, MA, US | General Fund | 2022 |
| Family Life Fellowship | $2,000 | Moberly, MO, US | General Fund | 2022 |
| Holt International | $1,000 | Eugene, OR, US | General Fund | 2022 |
| Mark Gelina Univ Of Mo Scholarship | $1,500 | Moberly, MO, US | General Fund | 2022 |
| Presbyterian Evangelistic Association | $3,000 | Bristol, VA, US | General Fund | 2022 |
| Sam Richardson - Mhs Foundation | $1,000 | Moberly, MO, US | General Fund | 2022 |
| Trinity United Methodist Church | $15,000 | Moberly, MO, US | General Fund | 2022 |
| Ken Asbury School | $1,000 | Moberly, MO, US | General Fund | 2022 |
| Compassionate Care Als | $1,000 | Falmouth, MA, US | General Fund | 2022 |
| Family Life Fellowship | $2,000 | Moberly, MO, US | General Fund | 2022 |
| Holt International | $1,000 | Eugene, OR, US | General Fund | 2022 |
| Mark Gelina Univ Of Mo Scholarship | $1,500 | Moberly, MO, US | General Fund | 2022 |
| Presbyterian Evangelistic Association | $3,000 | Bristol, VA, US | General Fund | 2022 |
| Sam Richardson - Mhs Foundation | $1,000 | Moberly, MO, US | General Fund | 2022 |
| Trinity United Methodist Church | $15,000 | Moberly, MO, US | General Fund | 2022 |
| Ken Asbury School | $1,000 | Moberly, MO, US | General Fund | 2022 |
| Compassionate Care Als | $1,000 | Falmouth, MA, US | General Fund | 2022 |
| Family Life Fellowship | $2,000 | Moberly, MO, US | General Fund | 2022 |
| Holt International | $1,000 | Eugene, OR, US | General Fund | 2022 |
| Mark Gelina Univ Of Mo Scholarship | $1,500 | Moberly, MO, US | General Fund | 2022 |
| Presbyterian Evangelistic Association | $3,000 | Bristol, VA, US | General Fund | 2022 |
| Sam Richardson - Mhs Foundation | $1,000 | Moberly, MO, US | General Fund | 2022 |
| Trinity United Methodist Church | $15,000 | Moberly, MO, US | General Fund | 2022 |
| Ken Asbury School | $1,000 | Moberly, MO, US | General Fund | 2022 |
| Compassionate Care Als | $1,000 | Falmouth, MA, US | General Fund | 2021 |
| Holt International | $1,000 | Eugene, OR, US | General Fund | 2021 |
| Mark Gelina Univ Of Mo Scholarship | $1,500 | Moberly, MO, US | General Fund | 2021 |
| Presbyterian Evangelistic Association | $2,000 | Bristol, VA, US | General Fund | 2021 |
| Trinity United Methodist Church | $15,000 | Moberly, MO, US | General Fund | 2021 |
| Family Life Fellowship | $1,000 | Moberly, MO, US | General Fund | 2021 |
| Sam Richardson - Mhs Foundation | $5,000 | Moberly, MO, US | General Fund | 2021 |
| Compassionate Care Als | $1,000 | Falmouth, MA, US | General Fund | 2020 |
| Holt International | $1,000 | Eugene, OR, US | General Fund | 2020 |
| Mark Gelina Univ Of Mo Scholarship | $500 | Moberly, MO, US | General Fund | 2020 |
| Moberly Public School Foundation | $1,000 | Moberly, MO, US | General Fund | 2020 |
| Presbyterian Evangelistic Association | $2,000 | Bristol, VA, US | General Fund | 2020 |
| Sigma Nu Fraternity Foundation | $10,000 | Columbia, MO, US | General Fund | 2020 |
| Trinity United Methodist Church | $15,000 | Moberly, MO, US | General Fund | 2020 |
| Reclaimed Project | $500 | Jackson, MS, US | General Fund | 2020 |
Foundations Similar to The Aunt Kate Foundation
Discover 5 foundations with comparable assets ($784,080-$791,255), 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 |
|---|---|---|---|---|
|
The Samuel Ernest Douglass Jr Foundation Inc
EIN: 56-2059723 | 128 grants awarded |
$784,837
(≈ Similar) |
$2,500
median grant |
Wilmington, NC
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|
The Kyser Foundation
EIN: 56-6061070 | 122 grants awarded |
$784,080
(≈ Similar) |
$2,000
median grant |
Chapel Hill, NC
Same state |
|
|
Louis M Helms Jr And Anita B Helms
EIN: 26-1539092 | 312 grants awarded |
$787,622
(≈ Similar) |
$1,000
median grant |
Charlotte, NC
Same state |
|
|
Hogan Family Foundation Inc
EIN: 56-2255419 | 134 grants awarded |
$790,916
(≈ Similar) |
$2,000
median grant |
Boone, NC
Same state |
|
|
North Penn Charitable Foundation
EIN: 20-2308617 | 169 grants awarded |
$791,255
(≈ Similar) |
$1,500
median grant |
Wilmington, NC
Same state |
|
Related Foundation Resources in NC:
Contact Information
Official contact details for The Aunt Kate Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 43-1525099 |
| Website | N/A |
| Address | 338 S SHARON AMITY RD PMB 318 Charlotte, NC 28211-2806 |
Key People (6)
Board members, trustees, and key staff who oversee The Aunt Kate Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Administrator | Elizabeth Fleming Knight |
|---|---|
| Director | Charles J Fleming |
| Director | Jennifer Z Fleming |
| President | Kevin C Fleming |
| Vice President | Patrick J Fleming |
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 The Aunt Kate Foundation 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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