Mission
The purpose of the corporation is to further economic development to promote and assist in the growth and development of business concerns and to engage in those activities which are in furtherance of or related to those purposes
Public Charity
CLIMB Fund
CLIMB Fund is a Public Charity headquartered in Charleston, SC. Financial data from the 2025 filing: $2.9M revenue, $3.0M expenses, $38.9M total assets. 5 publicly reported grants to this organization, totaling roughly $560K, appear in IRS filings.
EIN: 570707663
Charleston, SC
Urban & Community Economic Development
NTEE: S31
Latest filing: 2025
Total Revenue$2.9M
Total Expenses$3.0M
Total Assets$38.9M
Grant Records5
Funding Total$560K
Filing Years2021–2025
Where $100 goes at CLIMB Fund
How CLIMB Fund divides every $100 it spends, from its own Form 990 filings, averaged across 8 years.
$49
Programs
the work itself
$51
Management
running the organization
$0
Fundraising
none reported
No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.
Inside the $49 for programs
$37
Lending ProgramsBusiness builder loans, SBA Microloan Program, small business loan program, real estate loans, line of credit, and Quick Recovery Loan programs provide funding to eligible businesses within…
$12
Technical Assistance ProgramCoupled with its loan products, the organization provides both pre-loan counseling to prospective applicants and intensive post-loan developmental services to its borrowers
Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Sample Grants Received
Business Support
$71,000
BUSINESS SUPPORT
$257,376
ALLOWING THEM TO PROVIDE TRAINING, TECHNICAL ASSISTANCE AND FINANCING TO MINORITY, VETERAN AND WOMEN OWNED BUSINESSES THROUGHOUT SC
$125,000
OFN CDFI TECH GRANT PROGRAM SUPPORTED BY GOOGLE.ORG
$100,000
CHARITABLE SUPPORT
$7,000
Showing up to 5 of 5 total records — full history available with membership.
Officers & Directors
Director
Carol Jackson
President
Casdell E Singleton
Director
Chris Fisher
Treasurer
Clay Middleton
CEO
Cynthia Rourk
Director
David Harper
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $2.9M | $3.0M | $38.9M |
| 2024 | $3.4M | $2.6M | $38.5M |
| 2023 | $5.1M | $2.1M | $35.5M |
| 2022 | $3.1M | $1.8M | $29.7M |
| 2021 | $3.8M | $1.1M | $28.5M |
Between 2021 and 2025, reported annual revenue declined from $3.8M to $2.9M (-25%), with total assets most recently reported at $38.9M.
Interactive year-over-year charts and full filing details available with membership.