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 · FY2025
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 |
|---|---|---|---|---|---|---|
| FY2025 | 990 | $6,618,929 | $6,404,717 | $104,000 | $15,424,327 | $12,513,638 |
| FY2024 | 990 | $6,616,809 | $6,171,971 | $83,500 | $15,454,486 | $12,255,251 |
| FY2023 | 990 | $5,519,878 | $5,209,238 | $110,000 | $15,063,330 | $11,768,540 |
| FY2022 | 990 | $4,970,335 | $4,730,981 | $242,790 | $12,371,163 | $11,471,674 |
| FY2021 | 990 | $4,832,284 | $3,887,181 | $24,040 | $12,385,794 | $11,285,819 |
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 94% 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 |
|---|---|---|---|---|
| LATIN AMERICAN CHAMBER OF COMMERCE OF CHARLOTTE INSTITUTECHARLOTTE, NC | TO SUPPORT PROGRAM ACTIVITIES | $200,707 | 2022 | |
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 |
|---|---|---|---|
| James Taylor | President & CEO | 45.00 | $191,927 |
| Jim Bales | CFO | 45.00 | $152,276 |
| Clark Maciag | CIO | 45.00 | $136,743 |
| Sharon Davis | CHR OFFICER |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| Beds For KidsCharlotte, NC |
| For one of our fiscal sponsorships- |
| $32,000 |
| 2024 |
| Families ForwardCharlotte, NC | For one of our fiscal sponsorships- | $32,000 | 2024 |
| Heart Math TutoringCharlotte, NC | For one of our fiscal sponsorships- | $30,000 | 2023 |
| Freedom CommunitiesCharlotte, NC | For one of our fiscal sponsorships- | $30,000 | 2023 |
| BeLoved AshevilleAsheville, NC | For one of our fiscal sponsorships- | $26,000 | 2025 |
| CrossRoads CorpCharlotte, NC | For one of our fiscal sponsorships- | $26,000 | 2025 |
| Council For Childrens RightsCharlotte, NC | For one of our fiscal sponsorships- | $26,000 | 2025 |
| WayfindersCharlotte, NC | For one of our fiscal sponsorships- | $26,000 | 2025 |
| Receptions for Research-The GFt Lauderdale, FL | For one of our fiscal sponsorships- | $25,000 | 2023 |
| HopeWay FoundationCharlotte, NC | For one of our fiscal sponsorships- | $19,500 | 2024 |
| ROOF ABOVECHARLOTTE, NC | TO SUPPORT PROGRAM ACTIVITIES | $17,361 | 2022 |
| ABOUTFACE CHARLOTTEHUNTERSVILLE, NC | TO SUPPORT PROGRAM ACTIVITIES | $16,570 | 2021 |
| STREAM FoundationDallas, TX | For one of our fiscal sponsorships- | $15,000 | 2023 |
| CHARLOTTE FAMILY HOUSINGCHARLOTTE, NC | TO SUPPORT PROGRAM ACTIVITIES | $9,861 | 2022 |
| SAFE ALLIANCECHARLOTTE, NC | TO SUPPORT PROGRAM ACTIVITIES | $9,861 | 2022 |
| PRODIGAL SON FOUNDATIONCHARLOTTE, NC | TO SUPPORT PROGRAM ACTIVITIES | $7,470 | 2021 |
| 45.00 |
| $119,887 |
| Samuel Stroup | VP OF FINANCE | 45.00 | $113,827 |
| Elizabeth Holmgren | VP OF FINANCE | 45.00 | $115,518 |
| Kelly Musante | CHIEF ENGAGEMEN | 45.00 | $116,861 |
| Emily Caldwell | BOARD MEMBER | 2.00 | $0 |
| Robert Kelly | CHAIRMAN | 2.00 | $0 |
| Hunter Fleshood | BOARD MEMBER | 2.00 | $0 |
| Venton Bell Jr | BOARD MEMBER | 2.00 | $0 |
| Matt Donato | BOARD MEMBER | 2.00 | $0 |
| Julia Hejazi | BOARD MEMBER | 2.00 | $0 |
| Michele Juliana | BOARD MEMBER | 2.00 | $0 |
| Elizabeth Mckee | BOARD MEMBER | 2.00 | $0 |
| Diamond Staton-Williams | BOARD MEMBER | 2.00 | $0 |
| Lilliam Nunez-Rodriguez | BOARD MEMBER | 2.00 | $0 |
| Julie Jones | BOARD MEMBER | 2.00 | $0 |
| Linda Weisbruch | BOARD MEMBER | 2.00 | $0 |
| Lauren Spegal | BOARD MEMBER | 2.00 | $0 |
| Cookie Williams | BOARD MEMBER | 2.00 | $0 |
| Donald Tate | BOARD MEMBER | 2.00 | $0 |
| Jennifer Holland Thompson | VICE CHAIR | 2.00 | $0 |
| Stephen Watson | SECRETARY/TREAS | 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 · FY2024 · period ending Jun 30, 2024IRS bulk XML
Filing id 202433189349307733
Form 990 · FY2023 · period ending Jun 30, 2023
Filing id 202303179349304650
Form 990 · FY2022 · period ending Jun 30, 2022
Filing id 202203369349300215
Form 990 · FY2021 · period ending Jun 30, 2021
Filing id 202113199349302986
Form 990 · FY2019 · period ending Jun 30, 2019
Filing id 201943179349305379
Form 990 · FY2018 · period ending Jun 30, 2018
Filing id 201813189349305421
Form 990 · FY2017 · period ending Jun 30, 2017
Filing id 201723149349301122
Form 990 · FY2016 · period ending Jun 30, 2016
Filing id 201643209349305389
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.