Public charity
CHARLOTTE, NCEIN
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 · FY2024
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 |
|---|---|---|---|---|---|---|
| FY2024 | 990 | $11,727,916 | $11,535,913 | $9,344,748 | $228,590,465 | $225,532,313 |
| FY2023 | 990 | $12,716,939 | $10,473,916 | $8,496,091 | $206,962,336 | $204,408,803 |
| FY2022 | 990 | $11,018,110 | $12,434,567 | $10,548,332 | $179,664,537 | $176,263,526 |
| FY2021 | 990 | $25,663,220 | $10,717,011 | $8,799,900 | $211,438,737 | $207,920,528 |
| FY2020 | 990 | $15,856,553 | $15,657,672 | $14,026,772 | $177,299,338 | $172,586,641 |
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 98% 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 |
|---|---|---|---|---|
| HOPEWELL FUNDWASHINGTON, WA | CHARITABLE GIFT | $3,500,000 | 2020 | |
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 |
|---|---|---|---|
| Douglas W Benson | SENIOR VP, GENERAL COUNSEL | 0.30 | $0 |
| Irs Slomka | CHAIR | 0.30 | $0 |
| Philip Stark | VICE CHAIR | 0.30 | $0 |
| David Cantor | TREASURER |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| CHARITABLE GIFT |
| $2,167,468 |
| 2024 |
| JEWISH FEDERATION OF GREATER CHARLOTTECHARLOTTE, NC | CHARITABLE GIFT | $1,690,718 | 2023 |
| UNC - CHAPEL HILLCHAPEL HILL, NC | CHARITABLE GIFT | $1,525,000 | 2020 |
| JEWISH FEDERATION OF GREATER CHARLOTTECHARLOTTE, NC | CHARITABLE GIFT | $1,241,996 | 2020 |
| CHARLOTTE MECKLENBURG LIBRARY FOUNDATIONCHARLOTTE, NC | CHARITABLE GIFT | $1,000,000 | 2022 |
| DISCOVERY PLACE INCCHARLOTTE, NC | CHARITABLE GIFT | $1,000,000 | 2024 |
| CHARLOTTE CENTER FOR URBAN MINISTRY INCCHARLOTTE, NC | CHARITABLE GIFT | $1,000,000 | 2020 |
| JEWISH FEDERATION OF GREATER CHARLOTTECHARLOTTE, NC | CHARITABLE GIFT | $959,640 | 2022 |
| QUEENS UNIVERSITY OF CHARLOTTECHARLOTTE, NC | CHARITABLE GIFT | $855,000 | 2022 |
| QUEENS UNIVERSITY OF CHARLOTTECHARLOTTE, NC | CHARITABLE GIFT | $823,472 | 2021 |
| ATRIUM HEALTH FOUNDATIONCHARLOTTE, NC | CHARITABLE GIFT | $821,000 | 2021 |
| QUEENS UNIVERSITY OF CHARLOTTECHARLOTTE, NC | CHARITABLE GIFT | $816,500 | 2020 |
| JEWISH FEDERATION OF GREATER CHARLOTTECHARLOTTE, NC | CHARITABLE GIFT | $797,380 | 2021 |
| ATRIUM HEALTH FOUNDATIONCHARLOTTE, NC | CHARITABLE GIFT | $759,375 | 2022 |
| SANDRA AND LEON LEVINE JEWISH COMMUNITY CENTERCHARLOTTE, NC | CHARITABLE GIFT | $693,904 | 2024 |
| HOPEWAY FOUNDATIONCHARLOTTE, NC | CHARITABLE GIFT | $685,000 | 2023 |
| FOUNDATION OF SHALOM PARK INCCHARLOTTE, NC | CHARITABLE GIFT | $620,000 | 2022 |
| UNITED WAY OF GREATER CHARLOTTE INCCHARLOTTE, NC | CHARITABLE GIFT | $527,500 | 2024 |
| CHARLOTTE SYMPHONY ORCHESTRA SOCIETY INCCHARLOTTE, NC | CHARITABLE GIFT | $515,000 | 2020 |
| APPALACHIAN STATE UNIVERSITY FOUNDATION INCBOONE, NC | CHARITABLE GIFT | $500,000 | 2022 |
| APPALACHIAN STATE UNIVERSITY FOUNDATION INCBOONE, NC | CHARITABLE GIFT | $500,000 | 2021 |
| APPALACHIAN STATE UNIVERSITY FOUNDATION INCBOONE, NC | CHARITABLE GIFT | $500,000 | 2020 |
| CHARLOTTE RESCUE MISSIONCHARLOTTE, NC | CHARITABLE GIFT | $500,000 | 2021 |
| SANDRA AND LEON LEVINE JEWISH COMMUNITY CENTERCHARLOTTE, NC | CHARITABLE GIFT | $465,280 | 2021 |
| 0.30 |
| $0 |
| Elise Kosofsky | SECRETARY | 0.30 | $0 |
| Stephen Philipson | IMMEDIATE PAST CHAIR | 0.30 | $0 |
| Teresa Brenner | DIRECTOR | 0.30 | $0 |
| Fred Dumas | DIRECTOR | 0.30 | $0 |
| Sharyn Handelsman | DIRECTOR | 0.30 | $0 |
| Jonathan Howard | DIRECTOR | 0.30 | $0 |
| Brian Kahn | DIRECTOR | 0.30 | $0 |
| Mark Lerner | DIRECTOR | 0.30 | $0 |
| Kevin Levine | DIRECTOR | 0.30 | $0 |
| Annie Lord | DIRECTOR | 0.30 | $0 |
| Jon Massachi | DIRECTOR | 0.30 | $0 |
| Wendy Pake | DIRECTOR | 0.30 | $0 |
| Harry Sparks | DIRECTOR | 0.30 | $0 |
| Gary Starr | DIRECTOR | 0.30 | $0 |
| Alyssa Federico | CFO | 0.30 | $0 |
Form 990 · FY2023 · period ending Dec 31, 2023IRS bulk XML
Filing id 202433209349302478
Form 990 · FY2022 · period ending Dec 31, 2022
Filing id 202343189349307529
Form 990 · FY2021 · period ending Dec 31, 2021
Filing id 202213189349310391
Form 990 · FY2020 · period ending Dec 31, 2020
Filing id 202103179349303000
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.