Public charity
CHARLOTTE, NCCity and state as stated on its FY2021 returnEIN Website
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 · FY2021
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 |
|---|---|---|---|---|---|---|
| FY2021 | 990 | $26,236,154 | $170,565,696 | $31,786,214 | $0 | $0 |
| FY2020 | 990 | $59,062,294 | $51,281,824 | $50,549,920 | $164,908,254 | $162,265,090 |
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 94% 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 |
|---|---|---|---|---|
| VANGUARD CHARITABLEWARWICK, RI | ANNUAL SUPPORT | $7,797,131 | 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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Douglas A Rothermich | DIRECTOR | 1.0 | $0 |
| Harry Klaristenfeld | DIRECTOR | 1.0 | $0 |
| Rosalie J Wolf | DIRECTOR | 1.0 | $0 |
| Beverly Daniel Tatum | DIRECTOR |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| ANNUAL SUPPORT |
| $3,443,867 |
| 2021 |
| CHARLES SCHWAB CHARITABLEORLANDO, FL | ANNUAL SUPPORT | $3,292,989 | 2021 |
| American Endowment Foundation FBO Bert Fish FoundaHudson, OH | Annual Suuport | $2,945,727 | 2020 |
| BANK OF AMERICA CHARITABLE GIFT FUNDBOSTON, MA | ANNUAL SUPPORT | $2,945,438 | 2021 |
| BNY Mellon Charitable Gift FundBoston, MA | Annual Suuport | $2,387,016 | 2020 |
| FLORIDA ATLANTIC UNIVERSITY FOUNDATION INCBOCA RATON, FL | ANNUAL SUPPORT | $1,733,500 | 2021 |
| Brown UniversityProvidence, RI | Annual Suuport | $1,399,050 | 2020 |
| The University of Texas Southwestern Medical CenteDallas, TX | Annual Suuport | $1,200,000 | 2020 |
| ILLINOIS INSTITUTE TECHNOLOGYCHICAGO, IL | ANNUAL SUPPORT | $1,000,000 | 2021 |
| RAYMOND JAMES CHARITABLEST PETERSBURG, FL | ANNUAL SUPPORT | $935,245 | 2021 |
| Penn State UniversityState College, PA | Annual Suuport | $930,602 | 2020 |
| Renaissance Charitable FoundationIrving, TX | Annual Suuport | $840,396 | 2020 |
| GREATER KANSAS CITY COMMUNITY FOUNDATIONKANSAS CITY, MO | ANNUAL SUPPORT | $772,152 | 2021 |
| Chance AcademyBethesda, MD | Annual Suuport | $685,000 | 2020 |
| Friends of the Institute for Advanced StudyPrinceton, NJ | Annual Suuport | $603,500 | 2020 |
| The U C Davis FoundationDavis, CA | Annual Suuport | $526,800 | 2020 |
| University of Wisconsin FoundationMadison, WI | Annual Suuport | $516,860 | 2020 |
| INSTITUTE FOR ADVANCED STUDYPRINCETON, NJ | ANNUAL SUPPORT | $500,000 | 2021 |
| Third Avenue Playhouse IncSturgeon Bay, WI | Annual Suuport | $400,000 | 2020 |
| Protestant Episcopal Cathedral Foundation of DCWashington, DC | Annual Suuport | $362,450 | 2020 |
| Doctors with BordersHagerstown, MD | Annual Suuport | $356,135 | 2020 |
| Cambridge in AmericaNew York, NY | Annual Suuport | $340,000 | 2020 |
| Harvard Art MuseumsCambridge, MA | Annual Suuport | $299,835 | 2020 |
| PROTESTANT EPISCOPAL CATHEDRAL FOUNDATION OF DCWASHINGTON, DC | ANNUAL SUPPORT | $285,750 | 2021 |
| 1.0 |
| $0 |
| Muriel Howard | DIRECTOR | 1.0 | $0 |
| Chris Carnal | PRES/CEO/CHAIR (UNTIL 2/28/21) | 5.0 | $0 |
| Michael Kahn | DIRECTOR | 1.0 | $0 |
| Janet Ramos | ASSISTANT SECRETARY | 1.0 | $0 |
| Gary Herzlich | GENERAL COUNSEL/ASST SECRETARY | 21.0 | $0 |
| Heline Beach | VICE PRESIDENT | 40.0 | $0 |
| Adam Elmore | CONTROLLER | 2.0 | $0 |
| Joseph Gerharz | CHIEF FINANCIAL OFFICER | 5.0 | $0 |
| Jorge Gutierrez | TREASURER | 1.0 | $0 |
| Jennifer Sisom | TREASURER | 1.0 | $0 |
| Matthew Fitzpatrick | CHIEF RISK OFFICER | 1.0 | $0 |
| David Lyons | CHIEF COMP OFFICER | 3.0 | $0 |
| Mary Catherine Benedetto | SECRETARY | 1.0 | $0 |
| Cj Heald | ASSISTANT TREASURER | 1.0 | $0 |
| Kristen Doscher | ASSISTANT SECRETARY | 1.0 | $0 |
| Danny Tunsupong | ASSISTANT SECRETARY | 1.0 | $0 |
| Christopher Baraks | VICE PRESIDENT, TAX | 1.0 | $0 |
| Jacoby Damion | VICE PRESIDENT, TAX | 1.0 | $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.
Filing id 202111479349300331
Form 990 · FY2018 · period ending Dec 31, 2018
Filing id 201923159349303287
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.