Accepts applications
Can I apply?
Accepts applications
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
- How to apply
- Deadlines
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.
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 |
|---|---|---|---|---|---|---|
| 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 |
|---|---|---|---|---|
| CAROLINAS AVIATION MUSEUMCharlotte, NC | Carolinas Aviation Museum's "Lift-Off" Campaign - FACILITIES CONSTRUCTION | $100,000 | 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. 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 |
| Weber State UniversityOgden, UT |
| Emerging Hispanic-Serving Institution Acceleration Project |
| $100,000 |
| 2022 |
| Southern Bancorp Capital PartnersLittle Rock, AR | Supporting Black and Hispanic Small Business Owners in Little Rock | $100,000 | 2020 |
| Boys & Girls Clubs of Southeastern MichiganFarmington Hills, MI | Financial Literacy for Industry Clubs | $100,000 | 2022 |
| UGF INSTITUTE INCSALT LAKE CITY, UT | SCHOLARSHIPS | $95,000 | 2023 |
| UGF Institute IncSalt Lake City, UT | Scholarships for Educational/Experiential learning | $95,000 | 2022 |
| CONGRESSIONAL BLACK CAUCUS FOUNDATION INCWASHINGTON, DC | THE LAW AND PUBLIC POLICY SCHOLARS PROGRAMS | $92,000 | 2023 |
| Leading on Opportunity (Foundation for the CarolinCharlotte, NC | Leading on Opportunity | $90,000 | 2021 |
| Road2HireFort Mill, SC | Road to Hire Cybersecurity Apprenticeship Program | $90,000 | 2021 |
| FilmnorthSaint Paul, MN | Mecklenburg County Film Project | $80,000 | 2021 |
| Supportive Housing Communities IncCharlotte, NC | Rapid Rehousing Program and General Operating Support for Supportive Housing Communities | $75,000 | 2022 |
| The Salvation Army (Charlotte Area Command)Charlotte, NC | COVID-19 Response | $75,000 | 2021 |
| SUCCESS IN EDUCATION FOUNDATIONMatched to this organization because 13 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2021 to 2025. Counted Oct 9, 2026.SALT LAKE CTY, UT | OGDEN SCHOOL DISTRICT INITIATIVE | $75,000 | 2024 |
| Success in Education FoundationMatched to this organization because 13 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2021 to 2025. Counted Oct 9, 2026.Salt Lake City, UT | Road to Success/Code to Success | $75,000 | 2022 |
| SUCCESS IN EDUCATION FOUNDATIONMatched to this organization because 13 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2021 to 2025. Counted Oct 9, 2026.SALT LAKE CITY, UT | SUCCESS IN EDUCATION | $75,000 | 2023 |
| SUCCESS IN EDUCATION FOUNDATIONMatched to this organization because 13 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2021 to 2025. Counted Oct 9, 2026.SALT LAKE CTY, UT | ROAD TO SUCCESS/KEN GARFF ESPORTS | $75,000 | 2024 |
| Success in Education FoundationMatched to this organization because 13 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2021 to 2025. Counted Oct 9, 2026.Salt Lake City, UT | Road to Success/Code to Success | $75,000 | 2021 |
| SUCCESS IN EDUCATION FOUNDATIONMatched to this organization because 13 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2021 to 2025. Counted Oct 9, 2026.SALT LAKE CITY, UT | OGDEN SCHOOL DISTRICT INITIATIVE | $75,000 | 2023 |
| Congressional Black Caucus Foundation IncWashington, DC | The Law and Public Policy Scholars Program | $69,000 | 2022 |
| TMCF-Ally Financial Early Innovators ProgramWashington, DC | Thurgood Marshall College Fund | $67,000 | 2021 |
| Supportive Housing Communities IncCharlotte, NC | Supported Employment and General Operating Support For Supportive Housing Communities | $60,000 | 2021 |
| DETROIT PUBLIC SCHOOLS FOUNDATIONDetroit, MI | Detroit School of Arts (DSA) Media Arts Program Career Pathway | $55,000 | 2022 |
| National Association Of Investors CorporationTroy, MI | Investing in Communities of Color with ACE | $55,000 | 2021 |
| CIRCLE DE LUZ INCCHARLOTTE, NC | TRUST-BASED PHILANTHROPY - WORKFORCE DEVELOPMENT | $50,000 | 2024 |
| FRIENDSHIP COMMUNITY DEVELOPMENT CORPCHARLOTTE, NC | TRUST-BASED PHILANTHROPY - AFFORDABLE HOUSING | $50,000 | 2024 |
| 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.