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 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.
This is a count from past returns. It does not say the foundation will consider a new request. How it is counted: names are compared as written on the returns, without "The" at the start, without endings such as "Inc" or "LLC", and without spaces and punctuation. A recipient also counts as already listed when our records link it to the same organization as an earlier recipient, or when its name is almost the same as an earlier name (a trigram similarity of 0.8 or more, where 1 means identical). The state on the grant row is not compared. Grants that the foundation marked as paid to an individual, such as a scholarship, are left out of both numbers, and no count is shown when most of its grants are marked that way. A person whom the foundation did not mark as an individual is still counted as a recipient. A recipient can still look new when its name is written very differently from year to year, and two different recipients with almost the same name can be counted as one.
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 | $25,288,862 | $26,797,686 | $26,743,835 | $23,600,855 |
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 50% 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 |
|---|---|---|---|---|
| WAKE FOREST UNIVERSITYWINSTONSALEM, NC | 2026 ANNUAL GRANT, UNDER 1990 CONTRACT, FOR GENERAL SUPPORT, FACULTY DEVELOPMENT, AND SCHOLARSHIPS.PER NOV 2023 AGREEMENT, ZSR TO MAKE FIXED PAYMENT FOR 2026 EARLY ON 12/18/23. WFU LETTER SIGNED PER PCS 12/18/23 | $1,200,000 | 2023 | |
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 |
|---|---|---|---|
| Joy Vermillion Heinsohn | EXECUTIVE DIRECTOR/SECRETARY | 40.00 | $319,000 |
| Pamela Spalding | ASSISTANT TREASURER | 40.00 | $180,250 |
| Natalie Ditta | ASSISTANT SECRETARY | 40.00 | $86,275 |
| Virgil Smith | PRESIDENT |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| $23,600,855 |
| FY2023 | 990-PF | $25,216,380 | $28,375,813 | $28,336,477 | $25,109,679 | $25,109,679 |
| FY2022 | 990-PF | $27,918,388 | $24,079,195 | $24,278,166 | $28,269,112 | $28,269,112 |
| FY2021 | 990-PF | $23,743,960 | $23,237,742 | $23,222,746 | $24,429,919 | $24,429,919 |
| FY2020 | 990-PF | $24,103,652 | $23,533,411 | $23,480,447 | $23,923,701 | $23,923,701 |
| WAKE FOREST UNIVERSITYWINSTONSALEM, NC |
| 2025 ANNUAL GRANT, UNDER 1990 CONTRACT, FOR GENERAL SUPPORT, FACULTY DEVELOPMENT, AND SCHOLARSHIPS.PER NOV 2023 AGREEMENT, ZSR TO MAKE FIXED PAYMENT FOR 2025 EARLY ON 12/18/23. WFU LETTER SIGNED PER PCS 12/18/23 |
| $1,200,000 |
| 2023 |
| WAKE FOREST UNIVERSITYWINSTONSALEM, NC | 2027 ANNUAL GRANT, UNDER 1990 CONTRACT, FOR GENERAL SUPPORT, FACULTY DEVELOPMENT, AND SCHOLARSHIPS. | $1,200,000 | 2024 |
| WAKE FOREST UNIVERSITYWINSTONSALEM, NC | 2024 ANNUAL GRANT, UNDER 1990 CONTRACT, FOR GENERAL SUPPORT, FACULTY DEVELOPMENT, AND SCHOLARSHIPS.PER NOV 2023 AGREEMENT, ZSR TO MAKE FIXED PAYMENT SCHEDULED FOR 7/1/24 SIX MONTHS EARLY ON 12/18/23. WFU LETTER SIGNED PER PCS 12/18/23 | $1,200,000 | 2023 |
| WAKE FOREST UNIVERSITYWINSTONSALEM, NC | ANNUAL GRANT, UNDER 1990 CONTRACT, FOR GENERAL SUPPORT, FACULTY DEVELOPMENT, AND SCHOLARSHIPS.PER 11/10/22 AGREEMENT, ZSR TO MAKE FIXED PAYMENT SCHEDULED FOR 7/1/23 SIX MONTHS EARLY ON 12/16/22. WFU LETTER SIGNED PER PCS 12/13/22 | $1,200,000 | 2022 |
| WAKE FOREST UNIVERSITYWINSTONSALEM, NC | ANNUAL GRANT, UNDER 1990 CONTRACT, FOR GENERAL SUPPORT, FACULTY DEVELOPMENT, AND SCHOLARSHIPS. THE GRANT PAYMENT IS BEING DISCOUNTED AT .025 PERCENT FOR PAYMENT SIX MONTHS EARLY FROM ORIGINAL SCHEDULE DATE OF 7/1/22. THE PAYMENT WILL BE $1,199,700. | $1,199,700 | 2021 |
| WAKE FOREST UNIVERSITYWINSTONSALEM, NC | ANNUAL GRANT, UNDER 1990 CONTRACT, FOR GENERAL SUPPORT, FACULTY DEVELOPMENT, AND SCHOLARSHIPS.THE GRANT PAYMENT IS BEING DISCOUNTED AT .35 PERCENT FOR PAYMENT SIX MONTHS EARLY FROM ORIGINAL SCHEDULE DATE OF 7/1/21. THE PAYMENT WILL BE $1,195,800. | $1,195,800 | 2020 |
| NC JUSTICE CENTERMatched to this organization because 7 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2024. Counted Oct 9, 2026.RALEIGH, NC | FOR GENERAL OPERATING SUPPORT | $1,100,000 | 2020 |
| NC JUSTICE CENTERMatched to this organization because 7 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2024. Counted Oct 9, 2026.RALEIGH, NC | FOR GENERAL OPERATING SUPPORT | $1,000,000 | 2021 |
| WAKE FOREST UNIVERSITYWINSTONSALEM, NC | CAMPAIGN FOR WFU. FOR SCHOLARSHIPS: JOSEPH G. GORDON, NSR, NC MIDDLE INCOME RESIDENTS, ANNUAL AWARDS TO FACULTY MEMBERS, REYNOLDS PROFESSORS SUPPLEMENTS, AND SPECIAL UNDERGRADUATE PROGRAMS AND NEEDS. GRANT OF 3% OF INCOME RECEIVED FROM TWO TRUSTS. | $854,678 | 2022 |
| NC JUSTICE CENTERMatched to this organization because 7 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2024. Counted Oct 9, 2026.RALEIGH, NC | FOR GENERAL OPERATING SUPPORT | $850,000 | 2021 |
| NC JUSTICE CENTERMatched to this organization because 7 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2024. Counted Oct 9, 2026.RALEIGH, NC | FOR GENERAL OPERATING SUPPORT | $800,000 | 2023 |
| NC JUSTICE CENTERMatched to this organization because 7 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2024. Counted Oct 9, 2026.RALEIGH, NC | FOR GENERAL OPERATING SUPPORT | $800,000 | 2023 |
| WAKE FOREST UNIVERSITYWINSTONSALEM, NC | 2026 CAMPAIGN FOR WFU. FOR SCHOLARSHIPS: JOSEPH G. GORDON, NSR, NC MIDDLE INCOME RESIDENTS, ANNUAL AWARDS TO FACULTY MEMBERS, REYNOLDS PROFESSORS SUPPLEMENTS, AND SPECIAL UNDERGRADUATE PROGRAMS AND NEEDS. GRANT OF 3% OF INCOME RECV'D FROM TWO TRUSTS. | $747,332 | 2023 |
| WAKE FOREST UNIVERSITYWINSTONSALEM, NC | 2024 CAMPAIGN FOR WFU. FOR SCHOLARSHIPS: JOSEPH G. GORDON, NSR, NC MIDDLE INCOME RESIDENTS, ANNUAL AWARDS TO FACULTY MEMBERS, REYNOLDS PROFESSORS SUPPLEMENTS, AND SPECIAL UNDERGRADUATE PROGRAMS AND NEEDS. GRANT OF 3% OF INCOME RECV'D FROM TWO TRUSTS. | $747,332 | 2023 |
| WAKE FOREST UNIVERSITYWINSTONSALEM, NC | 2025 CAMPAIGN FOR WFU. FOR SCHOLARSHIPS: JOSEPH G. GORDON, NSR, NC MIDDLE INCOME RESIDENTS, ANNUAL AWARDS TO FACULTY MEMBERS, REYNOLDS PROFESSORS SUPPLEMENTS, AND SPECIAL UNDERGRADUATE PROGRAMS AND NEEDS. GRANT OF 3% OF INCOME RECV'D FROM TWO TRUSTS. | $747,332 | 2023 |
| WAKE FOREST UNIVERSITYWINSTONSALEM, NC | CAMPAIGN FOR WFU. FOR SCHOLARSHIPS: JOSEPH G. GORDON, NSR, NC MIDDLE INCOME RESIDENTS, ANNUAL AWARDS TO FACULTY MEMBERS, REYNOLDS PROFESSORS SUPPLEMENTS, AND SPECIAL UNDERGRADUATE PROGRAMS AND NEEDS. GRANT OF 3% OF INCOME RECEIVED FROM TWO TRUSTS. | $692,588 | 2021 |
| WAKE FOREST UNIVERSITYWINSTONSALEM, NC | CAMPAIGN FOR WAKE FOREST. FOR SCHOLARSHIPS: JOSEPH G. GORDON, NSR, NC MIDDLE INCOME RESIDENTS, ANNUAL AWARDS TO FACULTY MEMBERS, REYNOLDS PROFESSORS SUPPLEMENTS, AND SPECIAL UNDERGRADUATE PROGRAMS AND NEEDS. GRANT OF 3% OF INCOME RECEIVED FROM TWO TRUST | $686,343 | 2020 |
| LEGAL AID OF NCRALEIGH, NC | FOR GENERAL OPERATING SUPPORT, HOME DEFENSE PROJECT, WNC DISASTER RELIEF | $505,000 | 2024 |
| SIT-IN MOVEMENT INCGREENSBORO, NC | WORLD HERITAGE EXPANSION AND PROPERTY ACQUISITION & PROTECTION PROJECT | $500,000 | 2022 |
| DEMOCRACY NCMatched to this organization because 3 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2024. Counted Oct 9, 2026.MORRISVILLE, NC | FOR GENERAL OPERATING SUPPORT | $450,000 | 2020 |
| UNIVERSITY OF NC CHAPEL HILLCHAPEL HILL, NC | 2024 NON-PROFIT INTERNSHIP PROGRAM - NCGROWTH (INTERN - MICHAELA MILES/UNCG); FOR GENERAL OPERATING SUPPORT FOR KENAN INSTITUTE'S NCGROWTH PROGRAM, THE CAROLINA COLLEGE ADVISING CORPS' SUMMER TRAINING AND PROFESSIONAL DEVELOPMENT, FOR THE SCHOOL OF GOVERNMENT'S CRIMINAL JUSTICE INNOVATION LAB, AND FOR LFNC, INSTITUTE FOR THE STUDY OF THE AMERICAS' BUILDING INTEGRATED COMMUNITIES PROJECT, NORTH CAROLINA NATIVE LEADERSHIP INSTITUTE'S BUILDING CAPACITY AMONG NORTH CAROLINA'S TRIBAL COMMUNITIES PROJECT | $423,927 | 2024 |
| SOUTHERN VISION ALLIANCEDURHAM, NC | DURHAM BEYOND POLICING PROJECT, FOR GENERAL OPERATING SUPPORT OF ITS NORTH CAROLINA WORK ONLY, IT'S OUR FUTURE/EL FUTURO ES NUESTRO PROJECT, NORTH CAROLINA COLLABORATIVE FOR STRONG LATINX COMMUNITIES (NCCSLC) PROJECT, REDTAILED HAWK COLLECTIVE PROJECT, REFUND RALEIGH PROJECT | $420,000 | 2024 |
| DEMOCRACY NCMatched to this organization because 3 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2024. Counted Oct 9, 2026.MORRISVILLE, NC | FOR GENERAL OPERATING SUPPORT | $400,000 | 2022 |
| MDC INCDURHAM, NC | ARPA PARTNERSHIP PROJECT: PROMOTING ACCOUNTABLE, EQUITABLE, AND COMMUNITY-DRIVEN INVESTMENTS OF PUBLIC FUNDS, INVESTING IN LEADERS OF COLOR INSTITUTE | $400,000 | 2024 |
| 5.00 |
| $11,575 |
| Anna Warburton Munroe | VICE PRESIDENT | 5.00 | $10,750 |
| Piper Neal Beveridge | TREASURER | 5.00 | $10,750 |
| Angela Bryant | BOARD OF TRUSTEES | 5.00 | $4,125 |
| Anita Brown-Graham | BOARD OF TRUSTEES | 5.00 | $11,575 |
| Daniel Clodfelter | BOARD OF TRUSTEES | 5.00 | $10,750 |
| David L Neal | BOARD OF TRUSTEES | 5.00 | $11,575 |
| Ilana Dubester | BOARD OF TRUSTEES | 5.00 | $9,925 |
| Jane S Patterson | BOARD OF TRUSTEES | 5.00 | $3,325 |
| Jose Oliva | BOARD OF TRUSTEES | 5.00 | $9,925 |
| Mary B Mountcastle | BOARD OF TRUSTEES | 5.00 | $0 |
| Nancy R Bagley | BOARD OF TRUSTEES | 5.00 | $11,575 |
| Stephen L Neal | BOARD OF TRUSTEES | 5.00 | $0 |
| W Noah Reynolds | BOARD OF TRUSTEES | 5.00 | $11,575 |
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 202402419349100130
Form 990-PF · FY2022 · period ending Dec 31, 2022
Filing id 202312229349100506
Form 990-PF · FY2021 · period ending Dec 31, 2021
Filing id 202222519349100852
Form 990-PF · FY2020 · period ending Dec 31, 2020
Filing id 202122089349100027
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.