This organization files Form 990, which has no section for application policy. Its filings cannot say either way.
The latest filing we hold carries no statement about applications. That is not the same as closed: public-charity Form 990s have no field for it, and many foundations leave the section blank.
Grants paid by year
Total assets by year
Where the money went · FY2024
Form 990 splits expenses into program services, management and fundraising. The split is self-reported, and a grantmaker, a research institute and a direct-service nonprofit book the same work differently. A line the return does not carry reads "not available"; it is never counted as zero.
| Year | Form | Revenue | Expenses | Grants paid | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2024amended | 990 | $669,221 | $780,554 | $402,000 | $342,753 | $334,258 |
| FY2023 | 990 | $1,093,053 | $958,941 | $580,508 | $463,014 | $448,541 |
| FY2022 | 990 | $650,621 | $591,356 | $305,752 | $330,497 | $314,690 |
| FY2021 | 990 | $611,845 | $484,710 | $213,564 | $260,806 | $257,535 |
| FY2020 | 990 | $379,246 | $320,065 | $98,707 | $167,455 | $130,400 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 100% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| GenOneCharlotte, NC | Not available | $148,000 | 2023 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lauren Deese | Executive Dir. | 40.00 | $181,650 |
| Steve Balzer | Board Member | 1.00 | $0 |
| Ariail Siggins Barker | Chairman | 4.00 | $0 |
| Tom Bohrer | Board member |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| Augustine Literacy ProjectCharlotte, NC |
| Not available |
| $148,000 |
| 2023 |
| Thompson Child & Family FocusMatthews, NC | Not available | $148,000 | 2023 |
| The Learning CollaborativeCharlotte, NC | Not available | $136,000 | 2023 |
| Augustine Literacy ProjectCharlotte, NC | Not available | $105,000 | 2024 |
| Thompson Child & Family FocusMatthews, NC | Not available | $100,000 | 2024 |
| GenOneCharlotte, NC | Not available | $100,000 | 2024 |
| The Learning CollaborativeCharlotte, NC | Not available | $95,000 | 2024 |
| Augustine Literacy ProjectCharlotte, NC | Not available | $82,179 | 2022 |
| GenOneCharlotte, NC | Not available | $82,073 | 2022 |
| Thompson Child & Family FocusMatthews, NC | Not available | $75,625 | 2022 |
| The Learning CollaborativeCharlotte, NC | Not available | $65,625 | 2022 |
| GenOneCharlotte, NC | Not available | $58,355 | 2021 |
| The RelativesCharlotte, NC | Not available | $55,000 | 2021 |
| Mitchells FundCharlotte, NC | Not available | $50,000 | 2021 |
| The Learning CollaborativeCharlotte, NC | Not available | $43,360 | 2021 |
| GenOneCharlotte, NC | Not available | $35,812 | 2020 |
| The RelativesCharlotte, NC | Not available | $24,198 | 2020 |
| Mitchells FundCharlotte, NC | Not available | $19,554 | 2020 |
| The Learning CollaborativeCharlotte, NC | Not available | $18,357 | 2020 |
| 1.00 |
| $0 |
| Bill Bounds | Board Member | 1.00 | $0 |
| Cat Carter | Board Member | 1.00 | $0 |
| Melissa Collins Brannan | Board Member | 1.00 | $0 |
| Don Cleven | Board Member | 1.00 | $0 |
| Jeff Conway | Board Member | 1.00 | $0 |
| Craig Selimotic Danforth | Board Member | 1.00 | $0 |
| Richard De Sousa | Board Member | 1.00 | $0 |
| Jim Deupree | Board Member | 1.00 | $0 |
| Jamie Gerrard | Board Member | 1.00 | $0 |
| Dr Stephen Hannon | Board Member | 1.00 | $0 |
| Lon Huber | Board Member | 1.00 | $0 |
| Terrell Johnson | Board Member | 1.00 | $0 |
| Bonnie Kelly | Exec. Board Mem | 2.00 | $0 |
| Paul Kush | Board Member | 1.00 | $0 |
| Max Krumdieck | Board Member | 1.00 | $0 |
| Mark Maier | Board Member | 1.00 | $0 |
| Paul Miller | Board Member | 1.00 | $0 |
| Jessica Murphy | Board Member | 1.00 | $0 |
| Jim Nason | Board Member | 1.00 | $0 |
| Kathryn Pearson | Board Member | 1.00 | $0 |
| Jon Perry | Exec. Board Mem | 2.00 | $0 |
| John Reid | Exec. Board Mem | 2.00 | $0 |
| Leslie Schlernitzauer | Chair Emeritus | 1.00 | $0 |
| David Secrest | Board Member | 1.00 | $0 |
| Phil Smith | Chair Emeritus | 1.00 | $0 |
| Marty Snider | Board Member | 1.00 | $0 |
| Palmer Steel | Chair Emeritus | 1.00 | $0 |
| Paul Stein | Board Member | 1.00 | $0 |
| Larry Sullivan | Board Member | 1.00 | $0 |
| Alison Summerville | Chair Emeritus | 1.00 | $0 |
| Jim Tietjen | Board Member | 1.00 | $0 |
| Taryn Thompson | Board Member | 1.00 | $0 |
| Jill Trainor | Board Member | 1.00 | $0 |
| Samantha Unger | Board Member | 1.00 | $0 |
| J William Will Whitley | Exec. Board Mem | 2.00 | $0 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990 · FY2023 · period ending Dec 31, 2023IRS bulk XML
Filing id 202443199349302709
Form 990 · FY2022 · period ending Dec 31, 2022
Filing id 202303189349315180
Form 990 · FY2021 · period ending Dec 31, 2021
Filing id 202243149349305644
Form 990 · FY2020 · period ending Dec 31, 2020
Filing id 202113169349309211
Form 990 · FY2018 · period ending Dec 31, 2018
Filing id 201923109349300442
Form 990 · FY2017 · period ending Dec 31, 2017
Filing id 201803199349304345
Form 990 · FY2016 · period ending Dec 31, 2016
Filing id 201723139349302832
Form 990 · FY2015 · period ending Dec 31, 2015
Filing id 201643219349300229
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.