Independent Insurance Agents And | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Independent Insurance Agents And. Data shown is extracted from Form 990-PF filings.

EIN: 57-0781364

Foundation Overview

Based in Columbia, SC, Independent Insurance Agents And has awarded 66 grants totaling $373,682 to organizations in South Carolina and Virginia. Individual grants range from $445 to $17,019, with a median award of $2,500.

Latest Tax Year
2023
Total Giving (all years)
$373,682
Total Assets
$693,086
Median Grant (all grants)
$2,500

Latest Form 990-PF Snapshot

Total Grants
12
Median Grant
$5,500
% Median Grant Decline
-27% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Growth-Minded: 67%

8 of 12 recipients (67%) were new grantees. Foundation actively seeks new partnerships to expand impact. Fresh approaches and innovative programs receive serious consideration.

Geographic Focus
South Carolina

97% of all grants are concentrated in South Carolina, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within South Carolina, funding concentrates in Columbia (84%), Clemson (8%), Charleston (8%).

Funding Trajectory
+33%

Moderate 33% growth trend over 7 years suggests stable and gradually increasing funding capacity. This positive trajectory indicates reliable grant-making resources and sustainable philanthropic commitment.

Program Areas
Community Projects + Education

Dual focus on community projects (60%) and education, indicating strategic concentration in complementary program areas.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Independent Insurance Agents And'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
Iiabsc $10,000 Columbia, SC, US Support Exempt Purpose 2023
Cic Scholarships - 450 Each $1,350 Columbia, SC, US Education 2023
Fdn Scholarships - 2000 Each $16,000 Columbia, SC, US Education 2023
Cic Scholarship $445 Columbia, SC, US Education 2023
Fdn Scholarships - 3000 Each $6,000 Columbia, SC, US Education 2023
Fdn Scholarship - 5000 Each $5,000 Columbia, SC, US Education 2023
Iiabsc $10,000 Columbia, SC, US Support Exempt Purpose 2023
Cic Scholarships - 450 Each $1,350 Columbia, SC, US Education 2023
Fdn Scholarships - 2000 Each $16,000 Columbia, SC, US Education 2023
Cic Scholarship $445 Columbia, SC, US Education 2023
Fdn Scholarships - 3000 Each $6,000 Columbia, SC, US Education 2023
Fdn Scholarship - 5000 Each $5,000 Columbia, SC, US Education 2023
Iiabsc $10,000 Columbia, SC, US Support Exempt Purpose 2022
Cic Scholarships - 435 Each $1,740 Columbia, SC, US Education 2022
Iiabsc Young Agent Scholarships $5,216 Columbia, SC, US Education 2022
Fdn Scholarships - 2000 Each $14,000 Columbia, SC, US Education 2022
Iianc Scholarships $7,500 Columbia, SC, US Education 2022
Iiabsc $10,000 Columbia, SC, US Support Exempt Purpose 2022
Cic Scholarships - 435 Each $1,740 Columbia, SC, US Education 2022
Iiabsc Young Agent Scholarships $5,216 Columbia, SC, US Education 2022
Fdn Scholarships - 2000 Each $14,000 Columbia, SC, US Education 2022
Iianc Scholarships $7,500 Columbia, SC, US Education 2022
Iiabsc $10,000 Columbia, SC, US Support Exempt Purpose 2022
Cic Scholarships - 435 Each $1,740 Columbia, SC, US Education 2022
Iiabsc Young Agent Scholarships $5,216 Columbia, SC, US Education 2022
Fdn Scholarships - 2000 Each $14,000 Columbia, SC, US Education 2022
Iianc Scholarships $7,500 Columbia, SC, US Education 2022
Iiabsc $15,000 Columbia, SC, US Support Exempt Purpose 2021
Cic Scholarships - 435 Each $2,175 Columbia, SC, US Education 2021
Iiabsc Young Agent Scholarships $671 Columbia, SC, US Education 2021
Fdn Scholarships - 2000 Each $14,000 Columbia, SC, US Education 2021
University Of S Carolina $2,500 Columbia, SC, US Support Exempt Purpose 2020
Clemson University & Fdn $2,500 Clemson, SC, US Support Exempt Purpose 2020
Iiabsc $15,000 Columbia, SC, US Support Exempt Purpose 2020
College Of Charleston $2,500 Charleston, SC, US Support Exempt Purpose 2020
Cic Scholarships - 435 Each $2,175 Columbia, SC, US Education 2020
Iiabsc Young Agent Scholarships $660 Columbia, SC, US Education 2020
Fdn Scholarships - 1000 Each $6,000 Columbia, SC, US Education 2020
University Of S Carolina $2,500 Columbia, SC, US Support Exempt Purpose 2019
Clemson University & Fdn $2,500 Clemson, SC, US Support Exempt Purpose 2019
Iiabsc $15,000 Columbia, SC, US Support Exempt Purpose 2019
College Of Charleston $2,500 Charleston, SC, US Support Exempt Purpose 2019
Cic Scholarships - 420 Each $2,100 Columbia, SC, US Education 2019
Iiabsc Young Agent Scholarships $1,517 Columbia, SC, US Education 2019
Fdn Scholarships - 1000 Each $5,000 Columbia, SC, US Education 2019
University Of S Carolina $2,500 Columbia, SC, US Support Exempt Purpose 2018
Clemson University & Fdn $2,500 Clemson, SC, US Support Exempt Purpose 2018
Iiabsc $15,000 Columbia, SC, US Support Exempt Purpose 2018
College Of Charleston $2,500 Charleston, SC, US Support Exempt Purpose 2018
Cic Scholarships - 420 Each $1,680 Columbia, SC, US Education 2018
Iiabsc Young Agent Scholarships $2,128 Columbia, SC, US Education 2018
Fdn Scholarships - 1000 Each $3,000 Columbia, SC, US Education 2018
University Of S Carolina $2,500 Columbia, SC, US Support Exempt Purpose 2017
Clemson University & Fdn $2,500 Clemson, SC, US Support Exempt Purpose 2017
Iiabsc $15,000 Columbia, SC, US Support Exempt Purpose 2017
College Of Charleston $2,500 Charleston, SC, US Support Exempt Purpose 2017
Invest $1,500 Alexandria, VA, US Support Exempt Purposes 2017
Cic Scholarships - 420 Or Under Ea $2,518 Columbia, SC, US Education 2017
Iiabsc Young Agents Scholarship $1,500 Columbia, SC, US Education 2017
University Of S Carolina $2,500 Columbia, SC, US Support Exempt Purpose 2016
Clemson University & Fdn $2,500 Clemson, SC, US Support Exempt Purpose 2016
Iiabsc $17,019 Columbia, SC, US Support Exempt Purpose 2016
College Of Charleston $2,500 Charleston, SC, US Support Exempt Purpose 2016
Invest $1,500 Alexandria, VA, US Support Exempt Purposes 2016
Cic Scholarships - 420 Each $2,100 Columbia, SC, US Education 2016
Young Agents Leadership Conference $981 Columbia, SC, US Education 2016

Foundations Similar to Independent Insurance Agents And

Discover 5 foundations with comparable assets ($686,250-$728,528), similar grant patterns, and geographic focus in SC 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

EIN: 56-2324633 | 97 grants awarded
$695,413
(≈ Similar)
$2,000
median grant
Greenville, SC
Same state
100%
Excellent match

EIN: 20-4753405 | 87 grants awarded
$689,498
(≈ Similar)
$5,000
median grant
Irmo, SC
Same state
100%
Excellent match

EIN: 26-0846266 | 74 grants awarded
$686,250
(≈ Similar)
$2,000
median grant
Daniel Island, SC
Same state
100%
Excellent match

EIN: 45-1805319 | 7 grants awarded
$705,390
(≈ Similar)
$2,500
median grant
Dillon, SC
Same state
99%
Excellent match

EIN: 20-3955215 | 82 grants awarded
$728,528
(≈ Similar)
$1,250
median grant
Hilton Head, SC
Same state
97%
Excellent match

Contact Information

Official contact details for Independent Insurance Agents And as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 57-0781364
Website N/A
Address 800 GRACERN RD Columbia, SC 29210-7693

Key People (6)

Board members, trustees, and key staff who oversee Independent Insurance Agents And's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Chair Andrew N Theodore
Trustee Lee Ellis
Vice Chair L Victor Jowers Jr
Trustee Robert Moseley
Trustee Tom Bates

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 Independent Insurance Agents And 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

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.