Private foundation
CHARLOTTE, NCEIN
The funder's latest Form 990-PF says it gives only to organizations it has already chosen and does not accept unsolicited requests. An introduction is usually the only route.
Application policy: Funds preselected organizations only, as stated on the FY2025 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 |
|---|---|---|---|---|---|---|
| FY2025 | 990-PF | $23,571 | $34,160 | $33,250 | $292,752 |
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 18% 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 |
|---|---|---|---|---|
| CHARLOTTE CENTER CITY PARTNERSCHARLOTTE, NC | UNRESTRICTED CASH | $11,500 | 2019 | |
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 |
|---|---|---|---|
| H Allen Tate Iii | TRUSTEE | 0.00 | $0 |
| Patrick Riley | TRUSTEE | 0.00 | $0 |
| Elizabeth Gordon | TRUSTEE | 0.00 | $0 |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| $292,752 |
| FY2024 | 990-PF | $142,245 | $125,602 | $124,700 | $303,341 | $303,341 |
| FY2023 | 990-PF | $96,511 | $89,487 | $88,700 | $289,698 | $286,698 |
| FY2022 | 990-PF | $95,563 | $154,463 | $153,133 | $279,674 | $279,674 |
| FY2021 | 990-PF | $296,612 | $198,987 | $197,704 | $338,574 | $338,574 |
| FY2020 | 990-PF | $259,428 | $334,180 | $333,046 | $240,949 | $240,949 |
| FY2019 | 990-PF | $343,385 | $259,698 | $258,628 | $315,701 | $315,701 |
| FY2018 | 990-PF | $184,183 | $255,096 | $253,970 | $232,064 | $232,014 |
| FY2017 | 990-PF | $285,831 | $211,120 | $210,984 | $331,235 | $330,500 |
| FY2016 | 990-PF | $152,346 | $112,025 | $111,826 | $255,789 | $255,789 |
| UNRESTRICTED CASH |
| $11,500 |
| 2018 |
| COMMUNITIES IN SCHOOLSCHARLOTTE, NC | UNRESTRICTED | $10,000 | 2020 |
| UNC CHARLOTTECHARLOTTE, NC | UNRESTRICTED CASH | $10,000 | 2019 |
| CAROLINA THREAD TRAIL CAPITALCHARLOTTE, NC | UNRESTRICTED | $10,000 | 2021 |
| GUILFORD EDUCATION ALLIANCEGREENSBORO, NC | UNRESTRICTED | $10,000 | 2020 |
| CAROLINA THREAD TRAIL CAPITALCHARLOTTE, NC | UNRESTRICTED | $10,000 | 2022 |
| CAROLINA THREAD TRAIL CAPITALCHARLOTTE, NC | UNRESTRICTED | $10,000 | 2023 |
| NC ASSOC OF REALTORS HOUSINGGREENSBORO, NC | UNRESTRICTED CASH | $10,000 | 2018 |
| CAROLINA THREAD TRAIL CAPITALCHARLOTTE, NC | UNRESTRICTED CASH | $10,000 | 2025 |
| UNC CHARLOTTECHARLOTTE, NC | UNRESTRICTED CASH | $10,000 | 2017 |
| CAROLINA THREAD TRAIL CAPITALCHARLOTTE, NC | UNRESTRICTED | $10,000 | 2024 |
| HOMEOWNERS IMPACT FUNDCHARLOTTE, NC | UNRESTRICTED CASH | $10,000 | 2025 |
| UNC CHARLOTTECHARLOTTE, NC | UNRESTRICTED CASH | $10,000 | 2020 |
| CHARLOTTE CENTER CITY PARTNERSCHARLOTTE, NC | UNRESTRICTED CASH | $10,000 | 2023 |
| UNC CHARLOTTECHARLOTTE, NC | UNRESTRICTED CASH | $10,000 | 2018 |
| UNC CHARLOTTECHARLOTTE, NC | UNRESTRICTED CASH | $10,000 | 2016 |
| ARTS GREENSBOROGREENSBORO, NC | UNRESTRICTED CASH | $9,079 | 2019 |
| UNITED WAY OF THE GREATER TRIANGLEMORRISVILLE, NC | UNRESTRICTED CASH | $8,938 | 2018 |
| ARTS GREENSBOROGREENSBORO, NC | UNRESTRICTED CASH | $8,540 | 2018 |
| A CHILD'S PLACECHARLOTTE, NC | UNRESTRICTED CASH | $7,900 | 2019 |
| MAKE A WISHCHARLOTTE, NC | UNRESTRICTED | $7,500 | 2021 |
| MAKE A WISHCHARLOTTE, NC | UNRESTRICTED CASH | $7,500 | 2024 |
| ARTS & SCIENCE COUNCILMatched to this organization because 4 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.CHARLOTTE, NC | UNRESTRICTED CASH | $7,303 | 2020 |
| ARTS GREENSBOROGREENSBORO, NC | UNRESTRICTED CASH | $7,165 | 2017 |
Form 990-PF · FY2024 · period ending Dec 31, 2024IRS bulk XML
Filing id 202513199349101301
Form 990-PF · FY2023 · period ending Dec 31, 2023IRS bulk XML
Filing id 202431349349103683
Form 990-PF · FY2022 · period ending Dec 31, 2022
Filing id 202313199349108171
Form 990-PF · FY2021 · period ending Dec 31, 2021
Filing id 202213119349100801
Form 990-PF · FY2020 · period ending Dec 31, 2020
Filing id 202103239349100415
Form 990-PF · FY2019 · period ending Dec 31, 2019
Filing id 202043219349105839
Form 990-PF · FY2018 · period ending Dec 31, 2018
Filing id 201902889349100305
Form 990-PF · FY2017 · period ending Dec 31, 2017
Filing id 201843199349104644
Form 990-PF · FY2016 · period ending Dec 31, 2016
Filing id 201702519349100210
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.