Can I apply?
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
- How to apply
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.
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 | $8,983,863 | $7,475,063 | $6,648,565 | $112,407,153 |
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 | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| CMS FOUNDATIONCHARLOTTE, NC | GENERAL CONTRIBUTION | $125,000 | 2024 | |
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.
| $111,414,630 |
| FY2023 | 990-PF | $21,898,403 | $6,777,945 | $5,831,470 | $106,085,926 | $105,028,784 |
| FY2022 | 990-PF | $5,851,300 | $5,849,098 | $5,750,146 | $96,722,385 | $95,926,214 |
| FY2021 | 990-PF | $3,809,582 | $5,607,941 | $5,104,923 | $120,893,440 | $119,924,667 |
| FY2020 | 990-PF | $2,926,402 | $4,577,750 | $4,169,448 | $110,404,461 | $109,256,583 |
| GENERAL CONTRIBUTION |
| $120,450 |
| 2021 |
| CAROLINA YOUTH COALITIONCHARLOTTE, NC | GENERAL CONTRIBUTION | $107,436 | 2024 |
| UNITED WAY OF CENTRAL CAROLINASCHARLOTTE, NC | GENERAL CONTRIBUTION | $100,000 | 2021 |
| SCHOLARSHIP AMERICASAINT PETER, MN | 2022 GRANTS TO SCHOOLS | $100,000 | 2022 |
| UNITED WAY OF CENTRAL CAROLINAS INCMatched to this organization because 26 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 | GENERAL CONTRIBUTION | $100,000 | 2023 |
| UNITED WAY OF CENTRAL CAROLINAS INCMatched to this organization because 26 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 | GENERAL CONTRIBUTION | $100,000 | 2024 |
| NATIONAL FOUNDATION FOR THE CENTERS FOR DISEASE CONTROL AND PREVENTION INCMatched to this organization because 17 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.ATLANTA, GA | COVID 19 | $100,000 | 2020 |
| ON POINT FOR COLLEGESYRACSE, NY | GENERAL CONTRIBUTION | $95,892 | 2024 |
| SCHOLARSHIP AMERICASAINT PETER, MN | 2023 HIGH SCHOOL GRANT AWARD | $94,000 | 2023 |
| YEAR UPNEW YORK, NC | GENERAL CONTRIBUTION | $90,250 | 2022 |
| BLUMENTHAL PERFORMING ARTSCHARLOTTE, NC | GENERAL CONTRIBUTION | $89,313 | 2021 |
| UNITED WAY OF CENTRAL NEW YORKSYRACUSE, NY | GENERAL CONTRIBUTION | $85,000 | 2022 |
| LATINOJUSTICE PRLDEFNEW YORK, NY | GENERAL CONTRIBUTION | $80,103 | 2023 |
| UNITED WAY OF CENTRAL NEW YORK INCSYRACUSE, NY | GENERAL CONTRIBUTION | $78,800 | 2024 |
| CMS FOUNDATIONCHARLOTTE, NC | GENERAL CONTRIBUTION | $75,200 | 2023 |
| THURGOOD MARSHALL COLLEGE FUNDWASHINGTON, DC | GENERAL CONTRIBUTION | $75,000 | 2021 |
| UNCFWASHINGTON, DC | GENERAL CONTRIBUTION | $75,000 | 2021 |
| NCANWASHINGTON, DC | GENERAL CONTRIBUTION | $75,000 | 2024 |
| UNITED WAY OF CENTRAL NEW YORKSYRACUSE, NY | GENERAL CONTRIBUTION | $75,000 | 2023 |
| THURGOOD MARSHALL COLLEGE FUNDWASHINGTON, DC | GENERAL CONTRIBUTION | $75,000 | 2022 |
| COUNCIL OF CHIEF STATE SCHOOL OFFICERSWASHINGTON, DC | GENERAL CONTRIBUTION | $73,850 | 2023 |
| UNITED NEGRO COLLEGE FUNDWASHINGTON, DC | GENERAL CONTRIBUTION | $72,580 | 2022 |
| FEEDING AMERICACHICAGO, IL | COVID 19 | $67,526 | 2020 |
| SCHOLARSHIP AMERICASAINT PETER, MN | EQUITABLE FAMILY 2024 SCHOLARSHIP AWARDS | $65,000 | 2024 |