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 FY2024 return.
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 |
|---|---|---|---|---|---|---|
| FY2024 | 990-PF | $9,897,273 | $4,521,678 | $10,173,000 | $89,622,818 |
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 69% 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 |
|---|---|---|---|---|
| Give Merit IncDetroit, MI | Merit Park, Creating Platforms for Youth to Create Their Own Future Through Mentorship and Skill Development | $1,050,000 | 2021 | |
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. Some links come from other funders' returns: when three or more of them wrote the same name and state with one EIN, and the city on this row matches, we use that EIN. The name on this row is still shown as this funder wrote it.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Michael Rizer | PRESIDENT | 30.00 | $0 |
| Jan Bergeson | VICE PRESIDENT | 5.00 | $0 |
| Samuel Little | TREASURER | 5.00 | $0 |
| Jay Frucci | ASSISTANT TREASURER |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| $88,411,015 |
| FY2023 | 990-PF | $8,141,176 | $5,783,280 | $7,215,355 | $81,746,335 | $76,735,846 |
| FY2022 | 990-PF | $10,327,035 | $11,166,346 | $8,029,416 | $71,357,693 | $64,747,264 |
| FY2021 | 990-PF | $53,678,980 | $10,098,469 | $6,653,058 | $83,339,784 | $79,762,852 |
| FY2020 | 990-PF | $35,342,279 | $1,774,800 | $1,699,800 | $31,020,480 | $30,439,479 |
| ATRIUM HEALTH FOUNDATIONCHARLOTTE, NC |
| WORKFORCE DEVELOPMENT CENTER OF EXCELLENCE AND SCHOLARSHIP FUND |
| $1,000,000 |
| 2024 |
| Atrium Health FoundationCharlotte, NC | Workforce Development Center of Excellence and Scholarship Fund | $1,000,000 | 2022 |
| ATRIUM HEALTH FOUNDATIONCHARLOTTE, NC | WORKFORCE DEVELOPMENT CENTER OF EXCELLENCE AND SCHOLARSHIP FUND | $1,000,000 | 2023 |
| UNITED WAY OF GENESEE COUNTYFLINT, MI | Making a positive impact on, and improving the lives of, those in Genesee County and beyond. | $453,000 | 2022 |
| LOCAL INITIATIVES SUPPORT CORPORATIONDETROIT, MI | WELCOME HOME & DIGITAL NAVIGATOR | $400,000 | 2023 |
| Foundation For The CarolinasCharlotte, NC | Mayor's Racial Equity Initiative | $400,000 | 2022 |
| FOUNDATION FOR THE CAROLINASCHARLOTTE, NC | MAYOR'S RACIAL EQUITY INITIATIVE | $400,000 | 2023 |
| LOCAL INITIATIVES SUPPORT CORPORATIONDETROIT, MI | MULTI-YEAR: LISC -WELCOME HOME & DIGITAL NAVIGATOR | $400,000 | 2024 |
| FOUNDATION FOR THE CAROLINASCHARLOTTE, NC | MULTI-YEAR: MAYOR'S RACIAL EQUITY FUND #1 | $400,000 | 2024 |
| Thurgood Marshall College FundWashington, DC | TMCF-Ally Moguls in the Making (2021-2023) | $381,651 | 2022 |
| UNITED WAY OF GENESEE COUNTYFLINT, MI | 2022 ALLY CHALLENGE RECIPIENT | $350,000 | 2023 |
| Habitat for Humanity of The Charlotte RegionCharlotte, NC | The Meadows at Plato Price | $350,000 | 2022 |
| THE OTHER SIDE ACADEMYMatched to this organization because 7 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2023. Counted Oct 9, 2026.SALT LAKE CTY, UT | THE OTHER SIDE BUILDERS | $284,000 | 2024 |
| Thurgood Marshall College FundWashington, DC | TMCF-Ally Moguls in the Making (2021-2023) | $253,333 | 2021 |
| THE OTHER SIDE ACADEMYMatched to this organization because 7 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2023. Counted Oct 9, 2026.SALT LAKE CITY, UT | THE OTHER SIDE VILLAGE COMMUNITY CENTER | $250,000 | 2023 |
| HABITAT FOR HUMANITY OF THE CHARLOTTE REGION INCCHARLOTTE, NC | MULTI-YEAR: THE MEADOWS AT PLATO PLACE | $250,000 | 2024 |
| Habitat for Humanity of The Charlotte RegionCharlotte, NC | The Meadows at Plato Price | $250,000 | 2021 |
| UGF Institute IncSalt Lake City, UT | Atlanta Expansion | $200,000 | 2021 |
| Latino Economic Development CenterMatched to this organization because 7 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2025. Counted Oct 9, 2026.Washington, DC | Rebuild and Heal MN | $200,000 | 2020 |
| JUNIOR ACHIEVEMENT USACOLORADO SPRINGS, CO | 2023 ALLY EMPLOYEE ENGAGEMENT VIA JA PROGRAMMING | $153,900 | 2023 |
| Charlotte Rescue MissionCharlotte, NC | Miracle at Cedar Street | $150,000 | 2022 |
| HABITAT FOR HUMANITY OF THE CHARLOTTE REGION INCCHARLOTTE, NC | THE MEADOWS AT PLATO PRICE | $150,000 | 2023 |
| The Relatives IncCharlotte, NC | Guiding Youth in Crisis to Safety, Stability, and Independence & "Ramp it Up" The Relatives Capital Campaign for a New On Ramp Resource Center | $130,000 | 2021 |
| Junior Achievement USAColorado Springs, CO | 2022 Ally Employee Engagement via JA Programming | $123,000 | 2022 |
| 5.00 |
| $0 |
| Jacqueline Howard | SECRETARY | 5.00 | $0 |
| Joyce Daniels | ASSISTANT SECRETARY | 5.00 | $0 |
| Mary French | ASSISTANT SECRETARY | 5.00 | $0 |
| Alison Summerville | DIRECTOR | 5.00 | $0 |
| Andrea Brimmer | DIRECTOR | 5.00 | $0 |
| David Debrunner | DIRECTOR | 5.00 | $0 |
| Diane Morais | DIRECTOR | 5.00 | $0 |
| Lashauna Lowry | DIRECTOR | 5.00 | $0 |
| Lindsay Yousif | DIRECTOR | 5.00 | $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-PF · FY2023 · period ending Dec 31, 2023IRS bulk XML
Filing id 202413189349102171
Form 990-PF · FY2022 · period ending Dec 31, 2022
Filing id 202332649349100118
Form 990-PF · FY2021 · period ending Dec 31, 2021IRS bulk XML
Filing id 202232589349100913
Form 990-PF · FY2020 · period ending Dec 31, 2020
Filing id 202123159349101782
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.