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· Private foundation

Associated Foundation Incorporated

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$31k
Granted FY2025still arriving
18
Grants FY2025still arriving
2
States reached
$8k
Largest
01What it funds
0194% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Philanthropy$104kReligion$61kArts & Culture$48kEducation$24kPublic Benefit$3kHuman Services$2kCommunity Improvement$1kHealth$1kOther$0
02FY2025 · 18 grants

Where the money goes

Grants by size, and the largest recipients.

$500
Median grant
2
States reached
$957k
Total assets
Largest grants
RecipientAmount
Belmont Abbey College$8,000
First Presbyterian Church$6,500
Charlotte Symphony$2,500
Wildacres Retreat$2,500
Spoleto$2,500
South Point High School$1,500
Charlotte Master Chorale$1,500
Individual grant recipient$1,500
Gaston Arts Council$500
Holy Angels$500
Gaston School of the Arts$500
Mountain Island Charter School$500
Catherine House$500
Gaston Hospice$500
Individual grant recipient$500
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Dollar for dollar, its grants (FY17–25) land where the poverty rate runs at 12%, against an area that typically sits at 10%. 100% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 10%SPOLETO FESTIVAL USA: $3k → 12%CHARLOTTE SYMPHONY: $3k → 10%WILDACRES RETREAT: $4k → 16%WESTERN CAROLINA UNIVERSITY SCH OF MUSIC: $1k → 18%SPOLETO FESTIVAL USA: $3k → 12%CHARLOTTE SYMPHONY: $3k → 10%WILDACRES RETREAT: $3k → 16%Spoleto: $3k → 12%CHARLOTTE SYMPHONY: $3k → 10%Wildacres Retreat: $3k → 16%SPOLETO FESTIVAL USA: $3k → 12%CHARLOTTE SYMPHONY: $3k → 10%CRAMERTON MIDDLE SCHOOL: $1k → 12%WILDACRES RETREAT: $3k → 16%SPOLETO FESTIVAL USA: $2k → 12%COVENANT PRES CHURCH: $2k → 10%WILDACRES RETREAT: $3k → 16%SPOLETO FESTIVAL USA: $1k → 12%COVENANT PRES CHURCH: $2k → 10%WILDACRES RETREAT: $3k → 16%COVENANT PRES CHURCH: $2k → 10%WILDACRES RETREAT: $3k → 16%COVENANT PRES CHURCH: $2k → 10%Belmont Abbey College: $8k → 12%COVENANT PRES CHURCH: $2k → 10%First Presbyterian Church: $7k → 12%COVENANT PRES CHURCH: $2k → 10%BELMONT ABBEY COLLEGE: $6k → 12%CHARLOTTE SYMPHONY: $3k → 10%CITY OF BELMONT: $3k → 12%Charlotte Symphony: $3k → 10%South Point High School: $2k → 12%SOUTHPOINT HIGH SCHOOL: $1k → 12%EAST GASTON YMCA: $1k → 12%DOWNTOWN BELMONT DEV ASSOC: $1k → 12%GASTON COMMUNITY FOUNDATION: $20k → 12%COMMUNITY FOUNDATION: $19k → 12%GASTON COMMUNITY FOUNDATION: $19k → 12%GASTON COMMUNITY FOUNDATION: $18k → 12%COMMUNITY FOUNDATION OF GASTON CTY: $18k → 12%GASTON COMMUNITY FOUNDATION: $12k → 12%FIRST PRES CHURCH: $5k → 12%FIRST PRES CHURCH: $5k → 12%FIRST PRES CHURCH: $5k → 12%FIRST PRES CHURCH: $5k → 12%FIRST PRESBYTERIAN CHURCH: $3k → 12%FIRST PRES CHURCH: $3k → 12%Stowe YMCA: $2k → 12%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

65%of every dollar goes to organizations it has funded before.
$118k · 12 repeat orgs$64k to everyone else

Grantees it renews have grown median revenue +93% since the first grant, against +43% for those funded once.

12 repeat relationships: 5 still active in FY2025, 7 since wound down; 13 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

12
16

Total granted

$118k
$49k

Median revenue growth · since first grant

+93%
+43%

Still filing today

50%
6%

New vs renewed · share of each year

In FY2025, 52% of grant dollars renewed an existing relationship; $15k went to new ones.

50%100%’17’18’20’21’22’23’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’20’21’22’23’25
Arts & CultureEducationHousing & ShelterOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • WR
    WILDACRES RETREAT
    7× · 2017–2025 · $19k · revenue +93%
  • BA
    BELMONT ABBEY COLLEGE INC
    2× · 2021–2025 · $14k · revenue +35%
  • SF
    SPOLETO FESTIVAL USA INC
    5× · 2018–2023 · $12k · revenue +36%

Funded once

  • CF
    COMMUNITY FOUNDATION INC
    one grant, 2018 · $19k
  • CF
    COMMUNITY FOUNDATION OF GASTON CTY
    one grant, 2017 · $18k
  • FP
    FIRST PRESBYTERIAN CHURCH
    one grant, 2017 · $3k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
North Carolina Symphony Society Inc

To be north carolina's state orchestra, an orchestra achieving the highest level of artistic quality and performance standards, and embracing its dual legacies of statewide service and music education.

Arts & Culture
2
Gaston Memorial Hospital Inc

To provide compassionate, exceptional and highly reliable care.

Health
3
Gaston Memorial Hospital Foundation Inc

To engage and inspire our community to support caromont health in providing compassionate, exceptional and highly reliable care.

Health
4
Charlotte Regional Realtor Association Inc

The charlotte regional realtor (r) association (crra) is a trade association serving members in mecklenburg, iredell and haywood counties. at december 31, 2024, crra had 14,020 members.

—
5
The Presbyterian Home At Charlotte Inc

We enrich the lives of those we serve by providing a nurturing environment that fosters joy, purpose, and well-being.

Human Services
6
Greensboro Opera Company

Greensboro opera is a community-based company dedicated to fostering the growth of opera and to presenting professional productions of the highest artistic caliber for the enjoyment, education, and enrichment of the triad region of north…

Arts & Culture
7
Chamber Music Raleigh Inc

To enrich and connect individuals in the greater raleigh community through intimate and exceptional chamber music experiences. we are committed to presenting world class artists performing music of the highest caliber, providing…

Arts & Culture
8
Choral Society of Durham Inc

(1) to bring together singers and audiences who share a common interest in high-quality performance of time-honored choral masterworks and an ever-broadening range of excellent repertoire from many traditions; (2) to establish and maintain…

Arts & Culture
9
North Carolina Symphony Foundation

To receive and hold the endowment of the north carolina symphony society, inc. (the "society"), solicit additions to the endowment, safeguard assets, and expend funds for the exclusive use and benefit of the society.

Arts & Culture
10
The Charlotte Center for the Humanities Inc

The mission of The Charlotte Center is to help our community flourish. We accomplish our mission by bringing people together to explore community life together through the lens of the humanities and civic imagination.

Human Services
11
Carolina Charter Academy

Operation of a public charter school.

Education
12
Caldwell Arts Council Inc

To promote the arts in caldwell county, nc

—
How this is measured
The grantee most central to the portfolio’s shape is Holy Angels Inc; the most unlike its peers is Wildacres Retreat. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

15 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 15 of the 42 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
3
Early backer (in before they grew)
15/15
Grantees still filing
7/15
Grew since first funded

Where the money sits, by cause and then by grantee

FIRST PRES CHURCH: $23,000 · OtherFIRST PRES CHURCHCOMMUNITY FOUNDATION INC: $19,000 · OtherCOMMUNITY FOUNDATION INCWILDACRES RETREAT: $18,500 · OtherWILDACRES RETREATCOMMUNITY FOUNDATION OF GASTON CTY: $17,500 · OtherCOMMUNITY FOUNDATION OF GASTON CTYCHARLOTTE SYMPHONY: $15,500 · OtherCHARLOTTE SYMPHONYCOVENANT PRES CHURCH: $10,000 · OtherCOVENANT PRES CHURCHCharlotte Repertory Orchestra Inc: $8,000 · OtherCharlotte Repertory Orchestra IncFIRST PRESBYTERIAN CHURCH: $6,500 · OtherGASTON COUNTY SCHOOLS: $5,000 · Other+26 more: $23,450 · Other+26 moreGASTON COMMUNITY FOUNDATION: $67,650 · PhilanthropyGASTON COMMUNITY FOUNDATIONSPOLETO FESTIVAL USA INC: $11,750 · Arts & CultureSPOLETO F…Charlotte Master Chorale: $9,000 · Arts & CultureCharlotte…+1 more: $500 · Arts & CultureBELMONT ABBEY COLLEGE INC: $13,500 · EducationMOUNTAIN ISLAND CHARTER SCHOOL: $500 · EducationSLEEP IN HEAVENLY PEACE INC: $1,000 · Housing & Shelter
Other$146,450Philanthropy$67,650Arts & Culture$21,250Education$14,000Housing & Shelter$1,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$100k$1.0M$10Mgrantee revenue →↑ funder's share of their budgetGASTON COMMUNITY FOUNDATION: $67,650 over 4y, 0.3% of budgetWILDACRES RETREAT: $18,500 over 7y, 0.3% of budgetBELMONT ABBEY COLLEGE INC: $13,500 over 2y, 0.0% of budgetSPOLETO FESTIVAL USA INC: $11,750 over 5y, 0.0% of budgetCharlotte Master Chorale: $9,000 over 6y, 1.1% of budgetCharlotte Repertory Orchestra Inc: $8,000 over 2y, 8.1% of budgetSLEEP IN HEAVENLY PEACE INC: $1,000 over 1y, 0.0% of budgetDEVELOPMENT FOUNDATION OF THE NCCAT INC: $750 over 2y, 0.1% of budgetHOLY ANGELS INC: $500 over 1y, 0.0% of budgetGASTON SCHOOL OF THE ARTS: $500 over 1y, 0.1% of budgetHOSPICE OF GASTON COUNTY INC: $500 over 1y, 0.0% of budgetCATHERINE'S HOUSE: $500 over 1y, 0.1% of budgetBELMONT COMMUNITY ORGANIZATION: $500 over 1y, 0.3% of budgetMOUNTAIN ISLAND CHARTER SCHOOL: $500 over 1y, 0.0% of budgetGASTON ARTS COUNCIL: $500 over 1y, 0.3% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds GASTON COMMUNITY FOUNDATION ↗
  • Who funds WILDACRES RETREAT ↗
  • Who funds BELMONT ABBEY COLLEGE INC ↗
  • Who funds SPOLETO FESTIVAL USA INC ↗
  • Who funds Charlotte Master Chorale ↗
  • Who funds Charlotte Repertory Orchestra Inc ↗
  • Who funds SLEEP IN HEAVENLY PEACE INC ↗
  • Who funds DEVELOPMENT FOUNDATION OF THE NCCAT INC ↗
  • Who funds HOLY ANGELS INC ↗
  • Who funds GASTON SCHOOL OF THE ARTS ↗
  • Who funds HOSPICE OF GASTON COUNTY INC ↗
  • Who funds CATHERINE'S HOUSE ↗
  • Who funds BELMONT COMMUNITY ORGANIZATION ↗
  • Who funds MOUNTAIN ISLAND CHARTER SCHOOL ↗
  • Who funds GASTON ARTS COUNCIL ↗

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Gaston Community FoundationNC30.3× affinity12 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Gaston Community Foundation · The Howe Foundation Inc · The Stowe Foundation Inc · The Carrie E and Lena V Glenn Found · Duke Energy Foundation · Foundation for the Carolinas · The David Belk Cannon Foundation · United Way of Gaston County Inc · The Bank of America Charitable Foundation Inc · Morgan Stanley Global Impact Funding Trust Inc · Vanguard Charitable Endowment Program · American Online Giving Foundation Inc

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Associated Foundation Incorporated funds: left to right is the share of its income from government, bottom to top the share from Associated Foundation Incorporated. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%0%1%3%5%funder's share of their income ↑0%4%8%11%15%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    3report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–15%
    typical government reliance, FY20–25
    How this is measured
    Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

    On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 42 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

    How this is measured
    Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

    Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

    Play a game based on Associated’s filings →

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