COMMUNITY INVESTMENTS FOUNDATION
Cite this
Plain text COMMUNITY INVESTMENTS FOUNDATION. furp.org, nonprofit organization profile, tax years 2015–2024. https://furp.org/org/community-investments-foundation-456930128. Retrieved 2026-10-29.
APA furp.org. (n.d.). COMMUNITY INVESTMENTS FOUNDATION [Nonprofit organization profile; tax years 2015–2024]. Retrieved October 29, 2026, from https://furp.org/org/community-investments-foundation-456930128
MLA “COMMUNITY INVESTMENTS FOUNDATION.” furp.org, tax years 2015–2024, https://furp.org/org/community-investments-foundation-456930128. Accessed 29 Oct. 2026.
Retrieved 2026-10-29; covers tax years 2015–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990 · revenue $16.5M · expenses $25.3M · assets $68.8M
- EIN
- 45-6930128
- Address
- 220 N TRYON ST, CHARLOTTE, NC 28202-2137
- NTEE code
- P117
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (trust)
- Ruling date
- August 2012 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- Yes: listed in IRS Publication 78 (supporting organization) Pub 78 ↗
- Foundation status
- Supporting organization, type i
- Cross-check
- ProPublica Nonprofit Explorer
Mission
COMMUNITY INVESTMENTS FOUNDATION (CIF) RECEIVES AND MANAGES GIFTS OF BUSINESS INTERESTS OR OTHER UNIQUE ASSETS, UNTIL THEY CAN BE LIQUIDATED, WITH THE PROCEEDS USED IN SUPPORT OF VARIOUS CHARITABLE ORGANIZATIONS.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
11 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Michael Marsicano | PRESIDENT & CEO | 2021-2024 | $0 | $2,776,465 | 11 |
| Laura Smith | EXECUTIVE VP | 2021-2024 | $440,043 | $2,326,711 | 5 |
| Nikhil Sawant | EXECUTIVE VP & CIO | 2021-2024 | $270,775 | $1,714,880 | 2 |
| Douglas W Benson | SENIOR VP & GENERAL COUNSE | 2020-2024 | $305,316 | $1,525,036 | 5 |
| Alyssa Federico | CHIEF FINANCIAL OFFICER | 2021-2024 | $274,535 | $1,192,865 | 9 |
| Elizabeth Kiser | SENIOR VP, PHILANTHROPIC A | 2021-2024 | $259,934 | $761,956 | 6 |
| Evan Wolkofsky | ASSISTANT DEPUTY COUNSEL | 2021-2024 | $270,575 | $693,507 | 3 |
| Robin Barefoot | ASSOCIATE COUNSEL | 2021-2024 | $180,671 | $508,673 | 3 |
| Holly Welch Stubbing (former) | EXECUTIVE VP | 2015-2022 | $549,740 | $1,795,877 | 10 |
| Holly Welch (former) | EXECUTIVE VICE PRESIDENT | 2016-2021 | $484,878 | $760,570 | 3 |
| Catherine D Warfield (former) | SENIOR V.P., PHILANTHROPIC ADV. | 2020 | $221,291 | $221,291 | 3 |
Officers and directors, no compensation reported
7 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Kieth Cockrell | DIRECTOR | 2021-2024 | 0 | $0 reported | 11 |
| Chris Poplin | DIRECTOR | 2020-2024 | 0 | $0 reported | 4 |
| Marian Steele Clark | DIRECTOR | 2022-2024 | 0 | $0 reported | 3 |
| Todd W Mansfield | CHAIR | 2015-2024 | 0 | $0 reported | 1 |
| W Barnes Hauptfuhrer (former) | VICE-CHAIR | 2015-2021 | 0 | $0 reported | 2 |
| Ruth Shaw (former) | DIRECTOR | 2015-2020 | 0 | $0 reported | 5 |
| Community Real Property Holdings Institution (former) | TRUSTEE | 2015-2019 | 0 | $0 reported | 1 |
People by year
2024 · 12 people listed · 7 paid, $2.0M · 0 employees · 4 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LAURA SMITH | EXECUTIVE VP | 5 | $0 | $436,231 | $3,812 | $440,043 | 5 |
| DOUGLAS W BENSON | SENIOR VP & GENERAL COUNSE | 5 | $0 | $258,355 | $46,961 | $305,316 | 5 |
| ALYSSA FEDERICO | CHIEF FINANCIAL OFFICER | 5 | $0 | $228,615 | $45,920 | $274,535 | 9 |
| NIKHIL SAWANT | EXECUTIVE VP & CIO | 5 | $0 | $245,614 | $25,161 | $270,775 | 2 |
| EVAN WOLKOFSKY | ASSISTANT DEPUTY COUNSEL | 5 | $0 | $213,325 | $57,250 | $270,575 | 3 |
| ELIZABETH KISER | SENIOR VP, PHILANTHROPIC A | 5 | $0 | $202,221 | $57,713 | $259,934 | 6 |
| ROBIN BAREFOOT | ASSOCIATE COUNSEL | 5 | $0 | $139,084 | $41,587 | $180,671 | 3 |
| TODD W MANSFIELD | CHAIR | 0 | $0 | $0 | $0 | $0 | 1 |
| KIETH COCKRELL | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 11 |
| CHRIS POPLIN | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 4 |
| MARIAN STEELE CLARK | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 3 |
| MICHAEL MARSICANO | PRESIDENT & CEO | 5 | $0 | $0 | $0 | $0 | 11 |
2023 · 12 people listed · 8 paid, $3.7M · 0 employees · 4 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MICHAEL MARSICANO | PRESIDENT & CEO | 5 | $0 | $951,490 | $6,680 | $958,170 | 11 |
| LAURA SMITH | EXECUTIVE VP | 5 | $0 | $771,548 | $76,494 | $848,042 | 5 |
| DOUGLAS W BENSON | SENIOR VP & GENERAL COUNSEL | 5 | $0 | $375,935 | $46,391 | $422,326 | 5 |
| NIKHIL SAWANT | EXECUTIVE VP & CIO | 5 | $0 | $333,554 | $68,749 | $402,303 | 2 |
| ALYSSA FEDERICO | SENIOR VP, FINANCE | 5 | $0 | $337,555 | $47,013 | $384,568 | 9 |
| ELIZABETH KISER | SENIOR VP, PHILANTHROPIC ADVANCEMENT | 5 | $0 | $215,547 | $57,648 | $273,195 | 6 |
| EVAN WOLKOFSKY | ASSISTANT DEPUTY COUNSEL | 5 | $0 | $162,126 | $47,582 | $209,708 | 3 |
| ROBIN BAREFOOT | ASSOCIATE COUNSEL | 5 | $0 | $135,485 | $43,372 | $178,857 | 3 |
| TODD W MANSFIELD | CHAIR | 0 | $0 | $0 | $0 | $0 | 1 |
| KIETH COCKRELL | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 11 |
| CHRIS POPLIN | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 4 |
| MARIAN STEELE CLARK | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 3 |
2022 · 13 people listed · 9 paid, $3.7M · 0 employees · 4 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MICHAEL MARSICANO | PRESIDENT | 5 | $0 | $817,136 | $81,188 | $898,324 | 11 |
| NIKHIL SAWANT | EXECUTIVE VP | 5 | $0 | $449,410 | $106,743 | $556,153 | 2 |
| HOLLY WELCH STUBBING | EXECUTIVE VP | 5 | $0 | $448,252 | $101,488 | $549,740 | 10 |
| LAURA SMITH | EXECUTIVE VP | 5 | $0 | $448,088 | $90,451 | $538,539 | 5 |
| DOUGLAS W BENSON | SENIOR VP & IN-HOUSE COUNSEL | 5 | $0 | $270,939 | $43,948 | $314,887 | 5 |
| ALYSSA FEDERICO | SENIOR VP, FINANCE | 5 | $0 | $258,695 | $34,413 | $293,108 | 9 |
| ELIZABETH KISER | SENIOR VP, PHILANTHROPIC ADVANCEMENT | 5 | $0 | $179,386 | $24,988 | $204,374 | 6 |
| EVAN WOLKOFSKY | DEPUTY GEN. COUNSEL & VP | 5 | $0 | $159,243 | $36,981 | $196,224 | 3 |
| ROBIN BAREFOOT | ASSOC. GEN. COUNSEL & VP | 5 | $0 | $130,090 | $19,055 | $149,145 | 3 |
| TODD W MANSFIELD | CHAIR | 0 | $0 | $0 | $0 | $0 | 1 |
| KIETH COCKRELL | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 11 |
| CHRIS POPLIN | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 4 |
| MARIAN STEELE CLARK | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 3 |
2021 · 13 people listed · 8 paid, $2.9M · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MICHAEL MARSICANO | PRESIDENT | 5 | $0 | $765,136 | $154,835 | $919,971 | 11 |
| LAURA SMITH | EXECUTIVE VICE PRESIDENT | 5 | $0 | $413,043 | $87,044 | $500,087 | 5 |
| NIKHIL SAWANT | EXECUTIVE VICE PRESIDENT | 5 | $0 | $391,644 | $94,005 | $485,649 | 2 |
| HOLLY K WELCH | EXECUTIVE VICE PRESIDENT | 5 | $0 | $426,274 | $58,604 | $484,878 | 3 |
| DOUGLAS W BENSON | SENIOR VP & IN-HOUSE COUNSEL | 5 | $0 | $220,873 | $37,710 | $258,583 | 5 |
| ALYSSA FEDERICO | SENIOR VP, FINANCE | 5 | $0 | $211,893 | $28,761 | $240,654 | 9 |
| ELIZABETH KISER | SENIOR VP, PHILANTHROPIC ADVANCEMENT | 5 | $0 | $22,299 | $2,154 | $24,453 | 6 |
| EVAN WOLKOFSKY | DEPUTY GENERAL COUNSEL & VP | 5 | $0 | $17,000 | $0 | $17,000 | 3 |
| TODD W MANSFIELD | CHAIR | 0 | $0 | $0 | $0 | $0 | 1 |
| W BARNES HAUPTFUHRER | VICE-CHAIR | 0 | $0 | $0 | $0 | $0 | 2 |
| KIETH COCKRELL | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 11 |
| CHRIS POPLIN | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 4 |
| ROBIN BAREFOOT | ASSOCIATE GENERAL COUNSEL & VP | 5 | $0 | $0 | $0 | $0 | 3 |
2020 · 6 people listed · 2 paid, $445K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DOUGLAS W BENSON | SENIOR V.P. & IN-HOUSE COUNSEL | 5 | $0 | $187,204 | $36,720 | $223,924 | 5 |
| CATHERINE D WARFIELD | SENIOR V.P., PHILANTHROPIC ADV. | 5 | $0 | $157,038 | $64,253 | $221,291 | 3 |
| TODD W MANSFIELD | CHAIR | 0 | $0 | $0 | $0 | $0 | 1 |
| W BARNES HAUPTFUHRER | VICE-CHAIR | 0 | $0 | $0 | $0 | $0 | 2 |
| RUTH G SHAW | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 5 |
| CHRIS POPLIN | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 4 |
2019 · 5 people listed · 1 paid, $349K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| HOLLY WELCH STUBBING | TREASURER/SECRETARY | 5 | $0 | $278,508 | $70,901 | $349,409 | 10 |
| TODD W MANSFIELD | CHAIR | 0 | $0 | $0 | $0 | $0 | 1 |
| W BARNES HAUPTFUHRER | VICE-CHAIR | 0 | $0 | $0 | $0 | $0 | 2 |
| RUTH G SHAW | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 5 |
| COMMUNITY REAL PROPERTY HOLDINGS Institution | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
2018 · 5 people listed · 1 paid, $307K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| HOLLY WELCH STUBBING | TREASURER/SECRETARY | 5 | $0 | $253,802 | $52,727 | $306,529 | 10 |
| TODD W MANSFIELD | CHAIR | 0 | $0 | $0 | $0 | $0 | 1 |
| W BARNES HAUPTFUHRER | VICE-CHAIR | 0 | $0 | $0 | $0 | $0 | 2 |
| RUTH G SHAW | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 5 |
| COMMUNITY REAL PROPERTY HOLDINGS Institution | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
2017 · 5 people listed · 1 paid, $312K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| HOLLY WELCH STUBBING | TREASURER/SECRETARY | 5 | $0 | $262,613 | $49,010 | $311,623 | 10 |
| TODD W MANSFIELD | CHAIR | 0 | $0 | $0 | $0 | $0 | 1 |
| W BARNES HAUPTFUHRER | VICE-CHAIR | 0 | $0 | $0 | $0 | $0 | 2 |
| RUTH G SHAW | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 5 |
| COMMUNITY REAL PROPERTY HOLDINGS Institution | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
2016 · 5 people listed · 1 paid, $276K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Holly K Welch | Treasurer/Secretary | 5 | $0 | $230,532 | $45,160 | $275,692 | 3 |
| Todd W Mansfield | Chair | 0 | $0 | $0 | $0 | $0 | 1 |
| W Barnes Hauptfuhrer | Vice-Chair | 0 | $0 | $0 | $0 | $0 | 2 |
| Ruth G Shaw | director | 0 | $0 | $0 | $0 | $0 | 5 |
| Community Real Property Holdings Institution | Trustee | 0 | $0 | $0 | $0 | $0 | 1 |
2015 · 5 people listed · 1 paid, $279K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Holly Welch Stubbing | Treasurer/Secretary | 5 | $0 | $236,262 | $42,314 | $278,576 | 10 |
| Ruth G Shaw | director | 0 | $0 | $0 | $0 | $0 | 5 |
| Community Real Property Holdings Institution | Trustee | 0 | $0 | $0 | $0 | $0 | 1 |
| Todd W Mansfield | Chair | 0 | $0 | $0 | $0 | $0 | 1 |
| W Barnes Hauptfuhrer | Vice-Chair | 0 | $0 | $0 | $0 | $0 | 2 |
Highest-paid independent contractors
2024 · 1 contractor · $438K
| Name | Location | Service | Paid |
|---|---|---|---|
| FOUNDATION FOR THE CAROLINAS | CHARLOTTE, NC | ADMINISTRATIVE FEES | $437,956 |
2023 · 1 contractor · $485K
| Name | Location | Service | Paid |
|---|---|---|---|
| FOUNDATION FOR THE CAROLINAS | CHARLOTTE, NC | ADMINISTRATIVE FEES | $484,980 |
2022 · 1 contractor · $462K
| Name | Location | Service | Paid |
|---|---|---|---|
| FOUNDATION FOR THE CAROLINAS | CHARLOTTE, NC | ADMINISTRATIVE FEES | $462,297 |
2021 · 1 contractor · $497K
| Name | Location | Service | Paid |
|---|---|---|---|
| FOUNDATION FOR THE CAROLINAS | CHARLOTTE, NC | ADMINISTRATIVE FEES | $497,092 |
2020 · 1 contractor · $416K
| Name | Location | Service | Paid |
|---|---|---|---|
| FOUNDATION FOR THE CAROLINAS | CHARLOTTE, NC | ADMINISTRATIVE FEES | $416,285 |
2019 · 1 contractor · $466K
| Name | Location | Service | Paid |
|---|---|---|---|
| FOUNDATION FOR THE CAROLINAS | CHARLOTTE, NC | ADMINISTRATIVE FEES | $466,132 |
2018 · 1 contractor · $460K
| Name | Location | Service | Paid |
|---|---|---|---|
| FOUNDATION FOR THE CAROLINAS | CHARLOTTE, NC | ADMINISTRATIVE FEES | $460,046 |
2017 · 1 contractor · $513K
| Name | Location | Service | Paid |
|---|---|---|---|
| FOUNDATION FOR THE CAROLINAS | CHARLOTTE, NC | ADMINISTRATIVE FEES | $513,203 |
2016 · 1 contractor · $747K
| Name | Location | Service | Paid |
|---|---|---|---|
| Foundation for the Carolinas | Charlotte, NC | Administrative Fees | $746,879 |
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2024 · 5 grants to organizations · $23.8M
2023 · 3 grants to organizations · $24.0M
2022 · 3 grants to organizations · $17.5M
2021 · 1 grant to organizations · $20.0M
2020 · 3 grants to organizations · $17.3M
2019 · 1 grant to organizations · $20.1M
2018 · 1 grant to organizations · $21.0M
2017 · 1 grant to organizations · $84.8M
2016 · 1 grant to organizations · $30.5M
Listed grants add up to $30,486,567; the return's “grants paid” expense line says $30,872,207. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2015 · 2 grants to organizations · $12.8M
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $16,512,191 | $25,261,721 | $68,814,677 | $68,543,069 | $13,583,805 | $0 | $0 | 0 | 4 |
| 2023 · Form 990 | ||||||||
| $18,964,117 | $25,547,982 | $77,458,068 | $77,317,984 | $17,819,194 | $0 | $0 | 0 | 4 |
| 2022 · Form 990 | ||||||||
| $20,489,868 | $18,805,485 | $85,159,904 | $85,028,798 | $18,623,293 | $0 | $0 | 0 | 4 |
| 2021 · Form 990 | ||||||||
| $21,788,464 | $20,921,475 | $101,933,737 | $101,833,758 | $20,936,440 | $0 | $0 | 0 | 0 |
| 2020 · Form 990 | ||||||||
| $28,053,991 | $18,791,172 | $74,225,623 | $74,089,885 | $23,289,698 | $0 | $0 | 0 | 0 |
| 2019 · Form 990 | ||||||||
| $25,390,624 | $21,770,105 | $64,298,775 | $64,150,469 | $20,640,482 | $0 | $0 | 0 | 0 |
| 2018 · Form 990 | ||||||||
| $24,295,790 | $22,367,100 | $60,699,266 | $60,529,950 | $22,638,377 | $0 | $0 | 0 | 0 |
| 2017 · Form 990 | ||||||||
| $38,549,119 | $86,378,192 | $58,803,765 | $58,601,260 | $23,103,202 | $0 | $0 | 0 | 0 |
| 2016 · Form 990 | ||||||||
| $99,766,542 | $32,301,524 | $106,599,917 | $106,430,658 | $96,436,696 | $0 | $0 | 0 | 0 |
| 2015 · Form 990 | ||||||||
| $15,492,464 | $14,027,201 | $39,231,464 | $38,965,640 | $12,895,340 | $0 | $0 | 0 | 0 |
Connected to
Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.
- FOUNDATION FOR THE CAROLINAS Charlotte, NC · 10 people in common (Alyssa Federico, Chris Poplin, Douglas W Benson) · related organization (Schedule R)
- COMMUNITY REAL PROPERTY HOLDINGS INC Charlotte, NC · 7 people in common (Alyssa Federico, Chris Poplin, Elizabeth Kiser) · related organization (Schedule R)
- FOUNDATION FOR THE CHARLOTTE JEWISH COMMUNITY Charlotte, NC · 3 people in common (Alyssa Federico, Douglas W Benson, Michael Marsicano) · related organization (Schedule R)
- FFTC PARTNERS FOR EMPOWERING COMMUNITIES Charlotte, NC · 3 people in common (Alyssa Federico, Evan Wolkofsky, Laura Smith) · related organization (Schedule R)
- GREATER CHARLOTTE FOUNDATION Charlotte, NC · 3 people in common (Chris Poplin, Kieth Cockrell, Michael Marsicano) · related organization (Schedule R)
- QUEENS UNIVERSITY OF CHARLOTTE Charlotte, NC · 2 people in common (Elizabeth Kiser, Michael Marsicano)
- E4E RELIEF LLC Charlotte, NC · 2 people in common (Laura Smith, Michael Marsicano) · related organization (Schedule R)
- CHARLOTTE REGIONAL BUSINESS ALLIANCE Charlotte, NC · 2 people in common (Kieth Cockrell, Michael Marsicano)
- CHARLOTTE MECKLENBURG LIBRARY FOUNDATION Charlotte, NC · 2 people in common (Alyssa Federico, Elizabeth Kiser)
- THE LEON LEVINE FOUNDATION Charlotte, NC · 1 person in common (Michael Marsicano)
- JOHNSON C SMITH UNIVERSITY INCORPORATED Charlotte, NC · 1 person in common (Kieth Cockrell)
- CHARLOTTE SPORTS FOUNDATION Charlotte, NC · 1 person in common (Kieth Cockrell)
- CMS FOUNDATION Charlotte, NC · 1 person in common (Douglas W Benson)
- CHARLOTTE REGIONAL BUSINESS ALLIANCE FOUNDATION Charlotte, NC · 1 person in common (Kieth Cockrell)
- QUEENS UNIVERSITY OF CHARLOTTE ENDOWMENT Charlotte, NC · 1 person in common (Alyssa Federico)
- CROSLAND FOUNDATION Charlotte, NC · 1 person in common (Elizabeth Kiser)
- HOOPTEE CHARITIES INC Matthews, NC · 1 person in common (Kieth Cockrell)
- SEYMOUR FAMILY FOUNDATION IRREV CHARITABLE TRUST UAD 12-21-15 Charlotte, NC · 1 person in common (Douglas W Benson) · related organization (Schedule R)
- FOUNDATION FOR THE MINT MUSEUM Charlotte, NC · 1 person in common (Alyssa Federico)
- J A TURNER FAMILY FOUNDATION Charlotte, NC · 1 person in common (Michael Marsicano) · related organization (Schedule R)
Funders of this organization
1 grantor reported grants to this organization, $2,571,688 in all, tax years 2018 to 2023. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV
| Grantor | Type | Match | Years given | Grants | Total | Latest year | Latest year's amount | Grants |
|---|---|---|---|---|---|---|---|---|
| FOUNDATION FOR THE CAROLINAS | DAF sponsor | Exact | 2018, 2023 | 2 | $2,571,688 | 2023 | $150,000 | show |
Similar organizations
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| COMMUNITY REAL PROPERTY HOLDINGS INC | NC | P11 | $11,636,485 | $2,407,681 | ASSISTANT SECRETARY | $737,104 | Same NTEE code P11, revenue within 2x, same state, similar mission |
| LATINO COMMUNITY FOUNDATION | CA | P11 | $14,186,945 | $11,757,933 | CHIEF EXECUTIVE OFFICER | $435,582 | Same NTEE code P11, revenue within 2x, similar name |
| DAMAR FOUNDATION INC | IN | P11 | $10,161,614 | $3,200,652 | President | $306,761 | Same NTEE code P11, revenue within 2x |
| THE SCAN FOUNDATION | CA | P11 | $13,891,911 | $16,975,383 | CEO | $810,400 | Same NTEE code P11, revenue within 2x |
| INGLIS FOUNDATION | PA | P11 | $22,114,922 | $12,011,836 | PRESIDENT & CEO | $412,178 | Same NTEE code P11, revenue within 2x |
| TRUSTBRIDGE FOUNDATION INC | FL | P11 | $22,943,602 | $9,786,732 | FORMER CEO | $1,262,106 | Same NTEE code P11, revenue within 2x |
| SCO FOUNDATION | NY | P11 | $8,827,062 | $3,002,079 | PRESIDENT & CEO | $487,680 | Same NTEE code P11, revenue within 2x |
| JEWISH HOME AND CARE CENTER FOUNDATION INC | WI | P11 | $11,049,082 | $10,292,537 | PRESIDENT (THRU AUG. 2024) | $170,227 | Same NTEE code P11, revenue within 2x |
| NATIONAL CENTER FOR CIVIL AND HUMAN RIGHTS FOUNDATION INC | GA | P11 | $22,677,697 | $7,407,255 | PRESIDENT AND CEO | $275,246 | Same NTEE code P11, revenue within 2x |
| WELLROOT FAMILY SERVICES FOUNDATION INC | GA | P11 | $9,326,371 | $721,942 | TREASURER | $222,578 | Same NTEE code P11, revenue within 2x |
| DIRECT RELIEF FOUNDATION | CA | P11 | $8,808,060 | $5,266,577 | EXECUTIVE OFFICER (THRU 12/24) | $1,111,239 | Same NTEE code P11, revenue within 2x |
| BOSMA VISIONARY OPPORTUNITIES FOUNDATION INC | IN | P11 | $12,004,752 | $1,115,771 | DIRECTOR | $626,326 | Same NTEE code P11, revenue within 2x |
| ALL CHURCH HOME FOR CHILDREN FOUNDATION | TX | P11 | $22,270,651 | $17,816,025 | CEO | $525,983 | Same NTEE code P11, revenue within 2x |
| FOUNDATION FOR TALBERT HOUSE | OH | P11 | $10,319,207 | $3,017,500 | CHAIR | $0 | Same NTEE code P11, revenue within 2x |
| CHARLES E LAKIN HUMAN SERVICES CAMPUS FOUNDATION | IA | P11 | $10,538,776 | $348,382 | PRESIDENT | $0 | Same NTEE code P11, revenue within 2x |
| LEADER DOGS FOR THE BLIND FOUNDATION | MI | P11 | $12,227,576 | $4,039,982 | SECRETARY/TREASURER (AS OF 02/2024) | $312,102 | Same NTEE code P11, revenue within 2x |
| WESTMINISTER-CANTERBURY MANAGEMENT CORPORATION | VA | P11 | $19,689,971 | $19,689,971 | PRESIDENT & CEO | $702,489 | Same NTEE code P11, revenue within 2x |
| THE ELWYN FOUNDATION | PA | P11 | $9,183,876 | $5,332,034 | PRESIDENT/CEO | $803,680 | Same NTEE code P11, revenue within 2x |
| FIRST TENNESSEE DEVELOPMENT DISTRICT FOUNDATION | TN | P11 | $10,158,991 | $9,060,836 | VICE CHAIR | $0 | Same NTEE code P11, revenue within 2x |
| FAMILY OF CARE REAL ESTATE HOLDING CO INC | MD | P11 | $8,840,639 | $2,830,283 | CFO | $183,400 | Same NTEE code P11, revenue within 2x |
| PGP CHARITABLE FUND | MO | P11 | $9,459,669 | $5,170,161 | Treasurer | $0 | Same NTEE code P11, revenue within 2x |
| DAKOTA BOYS AND GIRLS RANCH FOUNDATION | ND | P11 | $22,847,987 | $22,118,762 | PRESIDENT | $291,593 | Same NTEE code P11, revenue within 2x |
| HOUSING WITH HEART INC | CA | P11 | $9,403,974 | $8,348,107 | PRESIDENT & CEO | $666,810 | Same NTEE code P11, revenue within 2x |
| FRIENDS OF THE FLETCHER FREE LIBRARY INC | VT | P11 | $11,282,335 | $262,599 | PRESIDENT | $0 | Same NTEE code P11, revenue within 2x |
| METHODIST CHILDRENS HOME SOCIETY SUPPORTING ORGANIZATION | MI | P11 | $9,104,684 | $3,021,525 | CEO & Director | $366,725 | Same NTEE code P11, revenue within 2x |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990 · $25,261,721 spent · pay $0 · grants $23,842,981 · events $401
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $23,842,981 | $23,842,981 | - | - | 94.4% | |
| Fees: other services | $899,986 | $402,204 | $462,593 | $35,189 | 3.6% | |
| Depreciation and depletion | $287,664 | $128,557 | $147,859 | $11,248 | 1.1% | |
| Other (as described) | UBI TAX EXPENSE | $154,046 | $68,843 | $79,180 | $6,023 | 0.6% |
| Advertising and promotion | $41,164 | $18,396 | $21,158 | $1,610 | 0.2% | |
| Fees: investment management | $15,461 | $6,909 | $7,947 | $605 | 0.1% | |
| Other (as described) | EQUIPMENT EXPENSE | $11,549 | $5,161 | $5,936 | $452 | 0.0% |
| Other (as described) | DUES & SUBSCRIPTIONS | $6,759 | $3,021 | $3,474 | $264 | 0.0% |
| All other expenses | $1,710 | $764 | $879 | $67 | 0.0% | |
| Conferences, conventions and meetings | $401 | $179 | $206 | $16 | 0.0% | |
| Total | $25,261,721 | 100% |
2023 · Form 990 · $25,547,982 spent · pay $0 · grants $24,039,550 · events $402,317
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $24,039,550 | $24,039,550 | - | - | 94.1% | |
| Fees: other services | $484,980 | $216,738 | $249,280 | $18,962 | 1.9% | |
| Depreciation and depletion | $427,637 | $191,111 | $219,805 | $16,721 | 1.7% | |
| Other (as described) Event | EVENT EXPENSES | $400,000 | $178,760 | $205,600 | $15,640 | 1.6% |
| Other (as described) | UBI TAX EXPENSE | $137,136 | $61,286 | $70,488 | $5,362 | 0.5% |
| Fees: investment management | $27,859 | $12,450 | $14,320 | $1,089 | 0.1% | |
| Advertising and promotion | $13,183 | $5,892 | $6,776 | $515 | 0.1% | |
| Other (as described) | EQUIPMENT EXPENSE | $7,861 | $3,513 | $4,041 | $307 | 0.0% |
| Other (as described) | DUES & SUBSCRIPTIONS | $5,403 | $2,415 | $2,777 | $211 | 0.0% |
| Conferences, conventions and meetings | $2,317 | $1,035 | $1,191 | $91 | 0.0% | |
| All other expenses | $1,356 | $606 | $697 | $53 | 0.0% | |
| Fees: legal | $700 | $313 | $360 | $27 | 0.0% | |
| Total | $25,547,982 | 100% |
2022 · Form 990 · $18,805,485 spent · pay $0 · grants $17,547,983 · events $177,358
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $17,547,983 | $17,547,983 | - | - | 93.3% | |
| Fees: other services | $462,297 | $206,601 | $237,621 | $18,075 | 2.5% | |
| Depreciation and depletion | $421,843 | $188,522 | $216,827 | $16,494 | 2.2% | |
| Other (as described) Event | EVENT EXPENSES | $160,000 | $71,504 | $82,240 | $6,256 | 0.9% |
| All other expenses | $129,989 | $58,091 | $66,815 | $5,083 | 0.7% | |
| Fees: investment management | $38,552 | $17,229 | $19,816 | $1,507 | 0.2% | |
| Conferences, conventions and meetings | $17,358 | $7,757 | $8,922 | $679 | 0.1% | |
| Advertising and promotion | $12,115 | $5,414 | $6,227 | $474 | 0.1% | |
| Other (as described) | UBI TAX EXPENSE | $7,695 | $3,439 | $3,955 | $301 | 0.0% |
| Other (as described) | DUES & SUBSCRIPTIONS | $4,156 | $1,857 | $2,137 | $162 | 0.0% |
| Other (as described) | EQUIPMENT EXPENSE | $3,497 | $1,563 | $1,797 | $137 | 0.0% |
| Total | $18,805,485 | 100% |
2021 · Form 990 · $20,921,475 spent · pay $0 · grants $19,995,441 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $19,995,441 | $19,995,441 | - | - | 95.6% | |
| Fees: other services | $497,091 | $222,150 | $255,505 | $19,436 | 2.4% | |
| Depreciation and depletion | $422,967 | $189,024 | $217,405 | $16,538 | 2.0% | |
| Advertising and promotion | $12,195 | $5,450 | $6,268 | $477 | 0.1% | |
| Fees: investment management | $7,782 | $3,478 | $4,000 | $304 | 0.0% | |
| Other (as described) | DUES & SUBSCRIPTIONS | $2,551 | $1,140 | $1,311 | $100 | 0.0% |
| Other (as described) | EQUIPMENT EXPENSE | $309 | $138 | $159 | $12 | 0.0% |
| All other expenses | -$16,861 | -$7,535 | -$8,667 | -$659 | -0.1% | |
| Total | $20,921,475 | 100% |
2020 · Form 990 · $18,791,172 spent · pay $0 · grants $17,294,134 · events $225,001
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $17,294,134 | $17,294,134 | - | - | 92.0% | |
| Other (as described) | UBI TAX EXPENSE | $418,741 | $187,135 | $215,233 | $16,373 | 2.2% |
| Fees: other services | $416,286 | $186,038 | $213,971 | $16,277 | 2.2% | |
| Depreciation and depletion | $411,461 | $183,882 | $211,491 | $16,088 | 2.2% | |
| Other (as described) Event | EVENT EXPENSES | $225,001 | $100,553 | $115,650 | $8,798 | 1.2% |
| Advertising and promotion | $11,948 | $5,340 | $6,141 | $467 | 0.1% | |
| Fees: investment management | $7,720 | $3,450 | $3,968 | $302 | 0.0% | |
| Other (as described) | DUES & SUBSCRIPTIONS | $2,944 | $1,316 | $1,513 | $115 | 0.0% |
| Other (as described) | EQUIPMENT EXPENSE | $2,786 | $1,245 | $1,432 | $109 | 0.0% |
| All other expenses | $151 | $68 | $78 | $5 | 0.0% | |
| Total | $18,791,172 | 100% |
2019 · Form 990 · $21,770,105 spent · pay $0 · grants $20,113,159 · events $451,518
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $20,113,159 | $20,113,159 | - | - | 92.4% | |
| Fees: other services | $466,132 | $208,314 | $239,592 | $18,226 | 2.1% | |
| Other (as described) Event | EVENT EXPENSES | $450,000 | $201,105 | $231,300 | $17,595 | 2.1% |
| Depreciation and depletion | $403,170 | $180,177 | $207,229 | $15,764 | 1.9% | |
| Other (as described) | UBI TAX EXPENSE | $280,463 | $125,339 | $144,158 | $10,966 | 1.3% |
| Fees: investment management | $17,031 | $7,611 | $8,754 | $666 | 0.1% | |
| Advertising and promotion | $16,988 | $7,592 | $8,732 | $664 | 0.1% | |
| Other (as described) | EQUIPMENT EXPENSE | $16,409 | $7,333 | $8,434 | $642 | 0.1% |
| Other (as described) | DUES & SUBSCRIPTIONS | $3,841 | $1,717 | $1,974 | $150 | 0.0% |
| Conferences, conventions and meetings | $1,518 | $679 | $780 | $59 | 0.0% | |
| Travel | $1,088 | $486 | $559 | $43 | 0.0% | |
| All other expenses | $306 | $137 | $157 | $12 | 0.0% | |
| Total | $21,770,105 | 100% |
2018 · Form 990 · $22,367,100 spent · pay $0 · grants $21,039,657 · events $420,151
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $21,039,657 | $21,039,657 | - | - | 94.1% | |
| Fees: other services | $460,047 | $204,583 | $240,190 | $15,274 | 2.1% | |
| Other (as described) Event | EVENT EXPENSES | $420,000 | $186,774 | $219,282 | $13,944 | 1.9% |
| Depreciation and depletion | $401,071 | $178,356 | $209,399 | $13,316 | 1.8% | |
| Fees: investment management | $17,119 | $7,613 | $8,938 | $568 | 0.1% | |
| Other (as described) | NEW EQUIPMENT EXPENSE | $15,541 | $6,911 | $8,114 | $516 | 0.1% |
| Advertising and promotion | $9,173 | $4,079 | $4,789 | $305 | 0.0% | |
| Other (as described) | DUES & SUBSCRIPTIONS | $4,053 | $1,802 | $2,116 | $135 | 0.0% |
| All other expenses | $288 | $129 | $151 | $8 | 0.0% | |
| Conferences, conventions and meetings | $151 | $67 | $79 | $5 | 0.0% | |
| Total | $22,367,100 | 100% |
2017 · Form 990 · $86,378,192 spent · pay $0 · grants $84,798,676 · events $571,147
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $84,798,676 | $84,798,676 | - | - | 98.2% | |
| Other (as described) Event | EVENT EXPENSES | $570,000 | $260,148 | $269,895 | $39,957 | 0.7% |
| Fees: other services | $513,203 | $234,226 | $243,001 | $35,976 | 0.6% | |
| Depreciation and depletion | $394,461 | $180,032 | $186,777 | $27,652 | 0.5% | |
| Other (as described) | TAXES AND LICENSING | $60,251 | $27,498 | $28,529 | $4,224 | 0.1% |
| Fees: investment management | $16,160 | $7,375 | $7,652 | $1,133 | 0.0% | |
| Other (as described) | NEW EQUIPMENT EXPENSE | $12,386 | $5,653 | $5,865 | $868 | 0.0% |
| Advertising and promotion | $7,301 | $3,332 | $3,457 | $512 | 0.0% | |
| Other (as described) | DUES & SUBSCRIPTIONS | $3,880 | $1,771 | $1,838 | $271 | 0.0% |
| Conferences, conventions and meetings | $1,147 | $524 | $543 | $80 | 0.0% | |
| All other expenses | $560 | $256 | $265 | $39 | 0.0% | |
| Fees: legal | $160 | $73 | $76 | $11 | 0.0% | |
| Travel | $7 | $3 | $3 | $1 | 0.0% | |
| Total | $86,378,192 | 100% |
2016 · Form 990 · $32,301,524 spent · pay $0 · grants $30,872,207 · events $264,367
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $30,872,207 | $30,872,207 | - | - | 95.6% | |
| Fees: other services | $747,081 | $268,205 | $398,512 | $80,364 | 2.3% | |
| Depreciation and depletion | $367,627 | $132,015 | $196,055 | $39,557 | 1.1% | |
| Other (as described) Event | Event Expenses | $264,367 | $94,934 | $140,988 | $28,445 | 0.8% |
| Other (as described) | Taxes and Licensing | $16,204 | $4,997 | $9,710 | $1,497 | 0.1% |
| Fees: investment management | $15,929 | $5,720 | $8,495 | $1,714 | 0.0% | |
| Advertising and promotion | $13,353 | - | $13,353 | - | 0.0% | |
| Occupancy | $3,606 | $1,295 | $1,923 | $388 | 0.0% | |
| Fees: accounting | $1,150 | - | $1,150 | - | 0.0% | |
| Total | $32,301,524 | 100% |
2015 · Form 990 · $14,027,201 spent · pay $0 · grants $12,834,561 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $12,834,561 | $12,834,561 | - | - | 91.5% | |
| All other expenses | $493,274 | $211,509 | $235,924 | $45,841 | 3.5% | |
| Depreciation and depletion | $357,665 | $153,362 | $171,065 | $33,238 | 2.5% | |
| Other (as described) | Administrative Fees | $275,885 | $118,296 | $131,951 | $25,638 | 2.0% |
| Occupancy | $32,798 | $14,063 | $15,687 | $3,048 | 0.2% | |
| Other (as described) | Credit Card Processing | $16,574 | $7,107 | $7,927 | $1,540 | 0.1% |
| Advertising and promotion | $12,541 | - | $12,541 | - | 0.1% | |
| Other (as described) | Taxes and Licensing | $3,658 | $315 | $3,275 | $68 | 0.0% |
| Fees: other services | $245 | $105 | $117 | $23 | 0.0% | |
| Total | $14,027,201 | 100% |
Comments