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Virginia · Public charity

Trusted Choice Inc

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.

$527k
Granted FY2024(still arriving)
7
Itemized grants FY2024
15
Organizations funded FY2023
7%
First-time grantees FY2023
Read the full brief
Itemized, FY2024
$334k
The rest is grants the schedule does not break out
Median grant, FY2024
$55,000
Largest grant, FY2024
$102,500
Organizations funded a year
10 to 33
FY2017 to FY2023
States reached, FY2024
7
Total assets, FY2024
$3.6M

How open it is to new grantees

In FY2023, 7% of the organizations Trusted Choice Inc funded were first-time grantees, receiving 1% of its grant dollars.

New vs renewed · share of each year

In FY2023, 99% of grant dollars renewed an existing relationship; $6k went to new ones.

50%100%’18’19’20’21’22’23
RenewedFirst-time
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.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2024still arriving7$334k14%
FY202315$631k7%
FY202215$802k7%
FY202110$473k10%
FY202025$1.4M4%
FY201928$1.5M4%
FY201832$1.5M3%
FY201733$1.6Mn/a
100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Employment$4.7MHealth$2.3MArts & Culture$747kMembership Benefit$387kCommunity Improvement$308k

Where its grants go

Grant dollars by states, across the years we hold.

Which US states its grants reach

ME
VT
NH
ID
MN
IL
WI
MI
NY
MA
NV
SD
IA
IN
OH
PA
NJ
RI
CA
UT
CO
NE
MO
KY
VA
MD
AZ
NM
KS
TN
NC
SC
OK
LA
MS
AL
GA
FL

Top grantees

Largest recipients by total granted, FY2017 to FY2024, and the share of each one’s budget the grants supplied at peak.

Show all 40 grantees
All grantees of Trusted Choice Inc by total granted
GranteeTotal grantedYearsShare of their budget
Make-A-Wish Foundation of America$2,254,50080%
Independent Insurance Agents of North Carolina Inc$511,00082%
Independent Insurance Agents of Rhode Island$440,000616%
Independent Insurance Agents of NJ$383,512510%
Massachusetts Association of Insurance Agents Inc$362,75071%
New Hampshire Association of Insurance Agents$331,72569%
Independent Insurance Agents of South Dakota$326,04387%
Maine Insurance Agents Association$282,32075%
Minnesota Independent Insurance Agents & Brokers$282,18264%
Florida Association of Insurance Agents Inc$278,67541%
Vermont Insurance Agents Assoc Inc$216,695514%
Ind Ins Agts of Kentucky Inc$210,6007n/a
Independent Insurance Agents of Illinois$208,00043%
Independent Insurance Agents of Nebraska$191,68869%
Professional Independent Insurance Agents of Colorado Inc$168,44245%
Independent Insurance Agents of Mississippi Inc$163,79844%
Independent Insurance Agents of Tennessee Inc$163,14542%
Missouri Association of Insurance Agents$158,85943%
Michigan Assn of Ins Agents$150,3344n/a
Independent Insurance Agents and Brokers of South Carolina$148,50042%
Independent Insurance Agents of Maryland Inc$130,000422%
Independent Insurance Agents of Wisconsin Inc$106,31741%
Ind Ins Agts of New Mexico Inc$101,5004n/a
Ind Ins Agts of Ohio Inc$97,0003n/a
Oklahoma Association of Insurance Agents$94,32481%
Independent Insurance Agents of Indiana$91,00042%
Independent Insurance Agents and Brokers of Louisiana Inc$87,50032%
Independent Insurance Agents & Brokers of New York Inc$75,21141%
Kansas Assn of Ins Agents$72,7792n/a
Utah Association of Independent Insurance Agents$68,50036%
Independent Insurance Agents of GA Inc$40,00021%
IIA of Pennsylvania$30,0001n/a
Independent Insurance Agents and Brokers of America$25,00010%
Independent Insurance Agents of Iowa$21,19830%
Independent Insurance Agents and Br of Idaho$20,00024%
Independent Insurance Agents and Brokers of California Inc$16,66711%
Independent Insurance Agents' Association of WNY Inc$11,71628%
Independent Insurance Agents of Virginia$11,66711%
Independent Insurance Agents Assoc Wny$9,4981n/a
Nevada Independent Insurance Agents$6,30712%

Where it is load-bearing

Each grantee by its size and the share of its budget Trusted Choice Inc supplied at peak.

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetMake-A-Wish Foundation of America: $2,254,500 over 8y, 0.4% of budgetIndependent Insurance Agents of North Carolina Inc: $511,000 over 8y, 2.0% of budgetIndependent Insurance Agents of Rhode Island: $440,000 over 6y, 16% of budgetIndependent Insurance Agents of NJ: $383,512 over 5y, 9.8% of budgetMassachusetts Association of Insurance Agents Inc: $362,750 over 7y, 1.2% of budgetNew Hampshire Association of Insurance Agents: $331,725 over 6y, 8.7% of budgetIndependent Insurance Agents of South Dakota: $326,043 over 8y, 7.5% of budgetMaine Insurance Agents Association: $282,320 over 7y, 5.0% of budgetMinnesota Independent Insurance Agents & Brokers: $282,182 over 6y, 4.4% of budgetFlorida Association of Insurance Agents Inc: $278,675 over 4y, 1.2% of budgetVermont Insurance Agents Assoc Inc: $216,695 over 5y, 14% of budgetIndependent Insurance Agents of Illinois: $208,000 over 4y, 2.7% of budgetIndependent Insurance Agents of Nebraska: $191,688 over 6y, 8.9% of budgetProfessional Independent Insurance Agents of Colorado Inc: $168,442 over 4y, 4.5% of budgetIndependent Insurance Agents of Mississippi Inc: $163,798 over 4y, 4.1% of budgetIndependent Insurance Agents of Tennessee Inc: $163,145 over 4y, 2.3% of budgetMissouri Association of Insurance Agents: $158,859 over 4y, 3.1% of budgetIndependent Insurance Agents and Brokers of South Carolina: $148,500 over 4y, 2.5% of budgetIndependent Insurance Agents of Maryland Inc: $130,000 over 4y, 22% of budgetIndependent Insurance Agents of Wisconsin Inc: $106,317 over 4y, 1.1% of budgetOklahoma Association of Insurance Agents: $94,324 over 8y, 1.4% of budgetIndependent Insurance Agents of Indiana: $91,000 over 4y, 1.8% of budgetIndependent Insurance Agents and Brokers of Louisiana Inc: $87,500 over 3y, 2.1% of budgetIndependent Insurance Agents & Brokers of New York Inc: $75,211 over 4y, 1.0% of budgetUtah Association of Independent Insurance Agents: $68,500 over 3y, 5.7% of budgetIndependent Insurance Agents of GA Inc: $40,000 over 2y, 1.4% of budgetIndependent Insurance Agents and Brokers of America: $25,000 over 1y, 0.2% of budgetIndependent Insurance Agents of Iowa: $21,198 over 3y, 0.4% of budgetIndependent Insurance Agents and Br of Idaho: $20,000 over 2y, 3.8% of budgetIndependent Insurance Agents and Brokers of California Inc: $16,667 over 1y, 0.8% of budgetIndependent Insurance Agents' Association of WNY Inc: $11,716 over 2y, 8.5% of budgetIndependent Insurance Agents of Virginia: $11,667 over 1y, 1.1% of budgetNevada Independent Insurance Agents: $6,307 over 1y, 1.7% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 33.

Compare Trusted Choice Inc with peer funders

About Trusted Choice Inc

How much does Trusted Choice Inc give?
Trusted Choice Inc reported 7 itemized grants totaling $334,075, out of $527,363 in total grant expense reported on the return in its FY2024 IRS filing. It funded between 10 and 33 organizations a year over FY2017 to FY2023.
What does Trusted Choice Inc fund?
By grant dollars over FY2017 to FY2024, its largest causes are Employment (56%), Health (27%), Arts & Culture (9%).
Who are Trusted Choice Inc's largest grantees?
By total granted over FY2017 to FY2024: Make-A-Wish Foundation of America ($2.3M), Independent Insurance Agents of North Carolina Inc ($511k), Independent Insurance Agents of Rhode Island ($440k).
Does Trusted Choice Inc fund new organizations?
In FY2023, 7% of the organizations it funded were first-time grantees.
Where is Trusted Choice Inc based?
Trusted Choice Inc is based in VA.

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 40 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 e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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