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 |
|---|---|---|---|---|
| Community Link Programs of Travelers Aid SocietyCharlotte, NC | Advancing Economic Mobility and Financial Inclusion Through Asset Building | $50,000 | 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.
| 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 |
| DISCOVERY PLACE INCCHARLOTTE, NC |
| DISCOVERY PLACE STEM PATHWAYS |
| $50,000 |
| 2023 |
| BEATTIES FORD ROAD VOCATIONAL TRADE CENTER (BEATTIES FORD ROAD FAMILY COUNSCHARLOTTE, NC | TOOL BAG FOR SUCCESS | $50,000 | 2023 |
| Renaissance West Community InitiativeCharlotte, NC | Cradle to Cradle to Career Success Programmingareer Success Programming | $50,000 | 2021 |
| MICHIGAN HISPANIC COLLABORATIVEDETROIT, MI | TRUST-BASED PHILANTHROPY - WORKFORCE DEVELOPMENT | $50,000 | 2024 |
| DOWNTOWN BOXING GYM YOUTH PROGRAMDETROIT, MI | PREP FOR SUCCESS | $50,000 | 2023 |
| JOURNI INCORPORATEDDETROIT, MI | TRUST-BASED PHILANTHROPY - WORKFORCE DEVELOPMENT | $50,000 | 2024 |
| FOR THE STRUGGLE INCCHARLOTTE, NC | ELDER RESPONSE INITIATIVE | $50,000 | 2023 |
| SouthWest Economic SolutionsDetroit, MI | SWES Homeownership Assistance and Stability Program | $50,000 | 2022 |
| Johnson C Smith UniversityCharlotte, NC | JCSU Covid Response - Student Retention & Safety | $50,000 | 2020 |
| CROSSROADS CORPORATION FOR AFFORDABLE HOUSING AND COMMUNITY DEVELOPMENTCHARLOTTE, NC | AFFORDABLE HOUSING DEVELOPMENT AND INCREASING ECONOMIC MOBILITY | $50,000 | 2023 |
| Midnight Golf ProgramBingham Farms, MI | MGP; College, Career, Beyond | $50,000 | 2021 |
| North Carolina Council on Economic EducationRaleigh, NC | Financial Literacy for LMI Students and Teachers | $50,000 | 2021 |
| MICHIGAN COLLEGE ACCESS NETWORKLANSING, MI | DETROIT GRADUATING SENIOR MATRICULATION | $50,000 | 2023 |
| CrossRoads For Affordable Housing and Community DeCharlotte, NC | Affordable Housing Development and Increasing Economic Mobility | $50,000 | 2022 |
| The Salvation Army of Greater CharlotteCharlotte, NC | Operational Funding for Homeless and Youth Programs | $50,000 | 2022 |
| DETROIT EMPLOYMENT SOLUTIONS CORPORATIONDETROIT, MI | GROW DETROIT'S YOUNG TALENT | $50,000 | 2023 |
| LAWN ACADEMYDETROIT, MI | TRUST-BASED PHILANTHROPY - WORKFORCE DEVELOPMENT | $50,000 | 2024 |
| LEADING ON OPPORTUNITY (FOUNDATION FOR THE CAROLINAS)CHARLOTTE, NC | LEADING ON OPPORTUNITY GENERAL OPERATING SUPPORT | $50,000 | 2024 |
| Journi IncorporatedDetroit, MI | Metro Detroit JOURNi into code | $50,000 | 2022 |
| Community Link Programs of Travelers Aid SocietyCharlotte, NC | Advancing Economic Mobility and Financial Inclusion Through Asset Building | $50,000 | 2021 |
| GARDHOUSE LIMITEDCHARLOTTE, NC | PROGRAM STAFF SUPPORT AND DEVELOPMENT | $50,000 | 2023 |
| Crisis Assistance MinistryCharlotte, NC | Economic Mobility Program | $50,000 | 2022 |
| EMERGING INDUSTRIES TRAINING INSTITUTEDETROIT, MI | INCREASING CAPACITY IN DETROITS SKILLED TRADES SECTORS | $50,000 | 2023 |
| Charlotte Mecklenburg Library FoundationCharlotte, NC | New Main Library | $50,000 | 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.