Private foundation
CHARLOTTE, NCEIN
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
Application policy: Accepts applications, as stated on the FY2025 return.
These lines count this foundation's own Form 990-PF returns that the IRS has published as data. An amended return replaces its original. They describe past returns only.
Application guidance comes from the funder's own Form 990-PF, Part XV (the section where a private foundation says how to apply), shown as filed. It is the funder's words, not ours. These fields are free text and the IRS form cuts them short. Filers sometimes put whole sentences in the contact-name box. Shown exactly as filed.
Giving by year
Total assets by year
| Year | Form | Revenue | Expenses | Giving | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2025 | 990-PF | $4,004,280 | $2,840,680 | $2,635,849 | $49,750,341 |
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
No public data foundWhere recipients are
Based on the 0% 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 |
|---|---|---|---|---|
| SEE ATTACHMENTCHARLOTTE, NC | VARIOUS | $2,455,756 | 2025 | |
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 |
|---|---|---|---|
| Janice K Story | CHAIRMAN | 2.0 | $0 |
| Christina E Story | PRESIDENT | 0.5 | $0 |
| Thomas E Story Iv | PRESIDENT | 0.5 | $0 |
| Lauren M Story | SECRETARY |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| $49,750,341 |
| FY2023 | 990-PF | $1,585,261 | $2,338,235 | $2,216,937 | $47,277,859 | $47,277,859 |
| FY2022 | 990-PF | $29,405,798 | $2,061,168 | $1,671,770 | $48,355,970 | $48,355,970 |
| FY2021 | 990-PF | $7,248,126 | $1,261,625 | $1,068,442 | $28,629,050 | $28,629,050 |
| FY2020 | 990-PF | $2,430,875 | $1,576,694 | $1,440,565 | $22,642,549 | $22,642,549 |
| VARIOUS |
| $2,086,242 |
| 2023 |
| SEE ATTACHMENTCHARLOTTE, NC | VARIOUS | $1,633,100 | 2022 |
| SEE ATTACHMENTWILKESBORO, NC | VARIOUS | $1,400,000 | 2020 |
| SEE ATTACHMENTCHARLOTTE, NC | VARIOUS | $1,035,884 | 2021 |
| 0.5 |
| $0 |
| Lukas Sigmund | TREASURER | 0.5 | $0 |
Only shared inboxes and organization phone lines that appear in public filings are shown here. Contact details for named individuals are never published, even though the filing itself is public.
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-PF · FY2024 · period ending Jun 30, 2024IRS bulk XML
Filing id 202521349349103212
Form 990-PF · FY2023 · period ending Jun 30, 2023IRS bulk XML
Filing id 202411359349104751
Form 990-PF · FY2022 · period ending Jun 30, 2022
Filing id 202300349349100000
Form 990-PF · FY2021 · period ending Jun 30, 2021
Filing id 202123009349100427
Form 990-PF · FY2020 · period ending Jun 30, 2020
Filing id 202121259349103477
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.