UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INVESTMENT FUND

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Cite this

Plain text UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INVESTMENT FUND. furp.org, nonprofit organization profile, tax years 2011–2024. https://furp.org/org/university-of-north-carolina-at-charlotte-investment-fund-562276950. Retrieved 2026-11-12.

APA furp.org. (n.d.). UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INVESTMENT FUND [Nonprofit organization profile; tax years 2011–2024]. Retrieved November 12, 2026, from https://furp.org/org/university-of-north-carolina-at-charlotte-investment-fund-562276950

MLA “UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INVESTMENT FUND.” furp.org, tax years 2011–2024, https://furp.org/org/university-of-north-carolina-at-charlotte-investment-fund-562276950. Accessed 12 Nov. 2026.

Retrieved 2026-11-12; covers tax years 2011–2024. Data: furp.org (index © the FURP Alliance; the records are public domain).

No SEC Form D on file. What that means

Related institution: University of North Carolina at Charlotte Fuzzy (foundation)

2024 · Form 990 · revenue $6.0M · expenses $1.1M · assets $376.7M

Also known as: CHARLOTTE INVESTMENT FUND
EIN: 56-2276950
Address: 9201 UNIVERSITY CITY BLVD REESE 411, CHARLOTTE, NC 28223-0001
NTEE code: B11 Single Organization Support (Education) published (IRS Business Master File)
FURP topic: science: research education (from its 990 text; the topic index)
Exempt type: 501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date: November 2004 (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, 509(a)(3)
Cross-check: ProPublica Nonprofit Explorer

Mission

THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INVESTMENT FUND, INC. (UNCCIF) IS A NORTH CAROLINA NOT-FOR-PROFIT ORGANIZATION ESTABLISHED TO SUPPORT THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE (UNC CHARLOTTE) BY PROVIDING INVESTMENT MANAGEMENT FOR CHARITABLE NOT-FOR-PROFIT FOUNDATIONS, ASSOCIATIONS, TRUSTS, ENDOWMENTS AND OTHER FUNDS OR ENTITIES ORGANIZED AND OPERATED PRIMARILY FOR THE BENEFIT OF UNC CHARLOTTE.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

6 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
Richard Amon	TREASURER	2021-2024	$343,566	$991,524	4
Elizabeth A Hardin (former)	SEC/TREAS	2011-2020	$347,649	$2,973,076	7
Dr Phillip Dubois (former)	CHANCELLOR/EX-OFFICIO TRUS	2011-2014	$415,821	$1,524,339	3
Philip Dubois Through Dec 2016 (former)	CHANCELLOR/EX-OFFICIO	2016	$485,926	$485,926	1
Philip Dubois (former)	CHANCELLOR/EX-OFFICIO TRUS	2015	$452,556	$452,556	6
Lawrence Kelley (former)	INTERIM SEC/TREAS	2021	$246,641	$246,641	3

Officers and directors, no compensation reported

18 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
Sharon Gaber	BOARD MEMBER	2020-2024	1	$0 reported	2
Susan N Jamison	BOARD MEMBER	2019-2024	1	$0 reported	3
Michael Shields	CHAIR	2011-2024	1	$0 reported	2
Dimitri Triantafyllides	VICE CHAIR	2011-2024	1	$0 reported	1
Kevin Brown	BOARD MEMBER	2011-2024	1	$0 reported	5
Dennis N Bunker Iii	BOARD MEMBER	2023-2024	1	$0 reported	2
Susan Devore (former)	BOARD MEMBER	2021-2022	1	$0 reported	3
Michael L Wilson (former)	BOARD MEMBER	2019-2020	1	$0 reported	2
B T Atkinson (former)	BOARD MEMBER	2019	1	$0 reported	1
Marc Kevin Horgan (former)	BOARD MEMBER	2015-2018	1	$0 reported	2
B T Atkinson Chancellor Designee (former)	BOARD MEMBER	2017-2018	1	$0 reported	1
Joe L Price (former)	BOARD MEMBER	2016-2018	1	$0 reported	1
Dimitri Triantafylides (former)	VICE CHAIR	2017	1	$0 reported	1
Bt Atkinson Starting Jan 2017 (former)	CHANCELLOR DESIGNEE/EX-OFFICIO	2016	1	$0 reported	1
Russell M Robinson Ii (former)	CHARIMAN	2012-2015	2	$0 reported	2
Karen A Popp (former)	INDIVIDUAL TRUSTEE/EX-OFFICIO	2014-2015	2	$0 reported	2
Eugene B Johnson (former)	INDIVIDUAL TRUSTEE	2011-2013	2	$0 reported	2
Russell M Robinson Iii (former)	CHAIRMAN	2011	2	$0 reported	1

People by year

2024 · 7 people listed · 1 paid, $344K · 0 employees · 7 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
DR RICHARD AMON	TREASURER	1	$0	$283,316	$60,250	$343,566	4
MICHAEL SHIELDS	CHAIR	1	$0	$0	$0	$0	2
DIMITRI TRIANTAFYLLIDES	VICE CHAIR	1	$0	$0	$0	$0	1
KEVIN BROWN	BOARD MEMBER	1	$0	$0	$0	$0	5
DENNIS N BUNKER III	BOARD MEMBER	1	$0	$0	$0	$0	2
SHARON GABER	BOARD MEMBER	1	$0	$0	$0	$0	2
SUSAN N JAMISON	BOARD MEMBER	1	$0	$0	$0	$0	3

2023 · 7 people listed · 1 paid, $322K · 0 employees · 7 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
DR RICHARD AMON	TREASURER	1	$0	$265,253	$56,564	$321,817	4
MICHAEL SHIELDS	CHAIR	1	$0	$0	$0	$0	2
DIMITRI TRIANTAFYLLIDES	VICE CHAIR	1	$0	$0	$0	$0	1
KEVIN BROWN	BOARD MEMBER	1	$0	$0	$0	$0	5
DENNIS N BUNKER III	BOARD MEMBER	1	$0	$0	$0	$0	2
SHARON GABER	BOARD MEMBER	1	$0	$0	$0	$0	2
SUSAN N JAMISON	BOARD MEMBER	1	$0	$0	$0	$0	3

2022 · 7 people listed · 1 paid, $326K · 0 employees · 6 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
RICHARD AMON	SEC/TREAS	1	$0	$280,212	$45,929	$326,141	4
MICHAEL SHIELDS	CHAIR	1	$0	$0	$0	$0	2
DIMITRI TRIANTAFYLLIDES	VICE CHAIR	1	$0	$0	$0	$0	1
KEVIN BROWN	BOARD MEMBER	1	$0	$0	$0	$0	5
SUSAN DEVORE	BOARD MEMBER	1	$0	$0	$0	$0	3
SHARON GABER	BOARD MEMBER	1	$0	$0	$0	$0	2
SUSAN N JAMISON	BOARD MEMBER	1	$0	$0	$0	$0	3

2021 · 8 people listed · 1 paid, $247K · 0 employees · 6 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
LAWRENCE KELLEY	INTERIM SEC/TREAS	1	$0	$246,641	$0	$246,641	3
SUSAN N JAMISON	CHAIR	1	$0	$0	$0	$0	3
DIMITRI TRIANTAFYLLIDES	VICE CHAIR	1	$0	$0	$0	$0	1
RICHARD AMON	SEC/TREAS	1	$0	$0	$0	$0	4
MICHAEL SHIELDS	BOARD MEMBER	1	$0	$0	$0	$0	2
KEVIN BROWN	BOARD MEMBER	1	$0	$0	$0	$0	5
SUSAN DEVORE	BOARD MEMBER	1	$0	$0	$0	$0	3
SHARON GABER	BOARD MEMBER	1	$0	$0	$0	$0	2

2020 · 7 people listed · 1 paid, $348K · 0 employees · 6 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
ELIZABETH HARDIN	SEC/TREAS	1	$0	$276,681	$70,968	$347,649	7
MICHAEL K SHIELDS	CHAIR	1	$0	$0	$0	$0	2
DIMITRI TRIANTAFYLLIDES	VICE CHAIR	1	$0	$0	$0	$0	1
SHARON GABER	BOARD MEMBER	1	$0	$0	$0	$0	2
KEVIN BROWN	BOARD MEMBER	1	$0	$0	$0	$0	5
SUSAN N JAMISON	BOARD MEMBER	1	$0	$0	$0	$0	3
MICHAEL L WILSON	BOARD MEMBER	1	$0	$0	$0	$0	2

2019 · 7 people listed · 1 paid, $345K · 0 employees · 6 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
ELIZABETH A HARDIN	SEC/TREAS	1	$0	$277,465	$67,091	$344,556	7
MICHAEL K SHIELDS	CHAIR	1	$0	$0	$0	$0	2
DIMITRI TRIANTAFYLLIDES	VICE CHAIR	1	$0	$0	$0	$0	1
SUSAN N JAMISON	BOARD MEMBER	1	$0	$0	$0	$0	3
MICHAEL L WILSON	BOARD MEMBER	1	$0	$0	$0	$0	2
B T ATKINSON	BOARD MEMBER	1	$0	$0	$0	$0	1
KEVIN BROWN	BOARD MEMBER	1	$0	$0	$0	$0	5

2018 · 7 people listed · 1 paid, $335K · 0 employees · 0 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
ELIZABETH A HARDIN	SECRETARY/TREASURER	1	$0	$277,385	$57,381	$334,766	7
DIMITRI TRIANTAFYLLIDES	BOARD MEMBER	1	$0	$0	$0	$0	1
MICHAEL K SHIELDS	CHAIR	1	$0	$0	$0	$0	2
MARC KEVIN HORGAN	BOARD MEMBER	1	$0	$0	$0	$0	2
KEVIN BROWN	BOARD MEMBER	1	$0	$0	$0	$0	5
B T ATKINSON CHANCELLOR DESIGNEE	BOARD MEMBER	1	$0	$0	$0	$0	1
JOE L PRICE	BOARD MEMBER	1	$0	$0	$0	$0	1

2017 · 7 people listed · 1 paid, $331K · 0 employees · 6 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
ELIZABETH A HARDIN	TREASURER	1	$0	$277,409	$53,491	$330,900	7
DIMITRI TRIANTAFYLIDES	VICE CHAIR	1	$0	$0	$0	$0	1
MICHAEL K SHIELDS	CHAIR	1	$0	$0	$0	$0	2
MARC KEVIN HORGAN	BOARD MEMBER	1	$0	$0	$0	$0	2
KEVIN BROWN	BOARD MEMBER	1	$0	$0	$0	$0	5
B T ATKINSON CHANCELLOR DESIGNEE	EX OFFICIO BOARD MEMBER	1	$0	$0	$0	$0	1
JOE L PRICE	EX OFFICIO BOARD MEMBER	1	$0	$0	$0	$0	1

2016 · 8 people listed · 2 paid, $798K · 0 employees · 5 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
PHILIP DUBOIS THROUGH DEC 2016	CHANCELLOR/EX-OFFICIO	1	$0	$429,492	$56,434	$485,926	1
ELIZABETH HARDIN	TREASURER/EX-OFFICIO	1	$0	$264,857	$47,640	$312,497	7
BT ATKINSON STARTING JAN 2017	CHANCELLOR DESIGNEE/EX-OFFICIO	1	$0	$0	$0	$0	1
KEVIN BROWN	TRUSTEE	1	$0	$0	$0	$0	5
JOE L PRICE	TRUSTEE	1	$0	$0	$0	$0	1
MICHAEL K SHIELDS	CHAIRMAN	1	$0	$0	$0	$0	2
DIMITRI TRIANTAFYLLIDES	INDIVIDUAL TRUSTEE	1	$0	$0	$0	$0	1
MARC KEVIN HORGAN	INDIVIDUAL TRUSTEE	1	$0	$0	$0	$0	2

2015 · 8 people listed · 2 paid, $751K · 0 employees · 5 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
DR PHILIP DUBOIS	CHANCELLOR/EX-OFFICIO TRUS	2	$0	$362,539	$90,017	$452,556	6
ELIZABETH HARDIN	TREASURER/EX-OFFICIO	2	$0	$249,631	$49,129	$298,760	7
KEVIN BROWN	INDIVIDUAL TRUSTEE	2	$0	$0	$0	$0	5
KAREN POPP	INDIVIDUAL TRUSTEE/EX-OFFICIO	2	$0	$0	$0	$0	2
RUSSELL M ROBINSON II	CHARIMAN	2	$0	$0	$0	$0	2
MICHAEL K SHIELDS	CHAIRMAN	2	$0	$0	$0	$0	2
DIMITRI TRIANTAFYLLIDES	INDIVIDUAL TRUSTEE	2	$0	$0	$0	$0	1
MARC KEVIN HORGAN	INDIVIDUAL TRUSTEE	2	$0	$0	$0	$0	2

2014 · 7 people listed · 2 paid, $665K · 0 employees · 5 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
DR PHILLIP DUBOIS	CHANCELLOR/EX-OFFICIO TRUS	2	$0	$328,170	$87,651	$415,821	3
ELIZABETH HARDIN	TREASURER	2	$0	$240,317	$8,929	$249,246	7
KEVIN BROWN	INDIVIDUAL TRUSTEE	2	$0	$0	$0	$0	5
KAREN POPP	INDIVIDUAL TRUSTEE	2	$0	$0	$0	$0	2
RUSSELL M ROBINSON II	CHARIMAN	2	$0	$0	$0	$0	2
MICHAEL K SHIELDS	INDIVIDUAL TRUSTEE	2	$0	$0	$0	$0	2
DIMITRI TRIANTAFYLLIDES	INDIVIDUAL TRUSTEE	2	$0	$0	$0	$0	1

2013 · 7 people listed · 2 paid, $651K · 0 employees · 0 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
DR PHILLIP DUBOIS	CHANCELLOR/EX-OFFICIO TRUS	2	$0	$325,924	$54,812	$380,736	3
ELIZABETH HARDIN	TREASURER	2	$0	$226,809	$43,379	$270,188	7
KEVIN BROWN	INDIVIDUAL TRUSTEE	2	$0	$0	$0	$0	5
EUGENE B JOHNSON	INDIVIDUAL TRUSTEE	2	$0	$0	$0	$0	2
RUSSELL M ROBINSON II	CHARIMAN	2	$0	$0	$0	$0	2
MICHAEL K SHIELDS	INDIVIDUAL TRUSTEE	2	$0	$0	$0	$0	2
DIMITRI TRIANTAFYLLIDES	INDIVIDUAL TRUSTEE	2	$0	$0	$0	$0	1

2012 · 7 people listed · 2 paid, $629K · 0 employees · 0 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
DR PHILLIP DUBOIS	CHANCELLOR/EX-OFFICIO TRUSTEE	2	$0	$318,404	$54,829	$373,233	3
ELIZABETH HARDIN	TREASURER	2	$0	$215,588	$39,777	$255,365	7
KEVIN BROWN	INDIVIDUAL TRUSTEE	2	$0	$0	$0	$0	5
EUGENE B JOHNSON	INDIVIDUAL TRUSTEE	2	$0	$0	$0	$0	2
RUSSELL M ROBINSON II	CHARIMAN	2	$0	$0	$0	$0	2
MICHAEL K SHIELDS	INDIVIDUAL TRUSTEE	2	$0	$0	$0	$0	2
DIMITRI TRIANTAFYLLIDES	INDIVIDUAL TRUSTEE	2	$0	$0	$0	$0	1

2011 · 7 people listed · 2 paid, $584K · 0 employees · 0 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
DR PHILLIP DUBOIS	CHANCELLOR/EX-OFFICIO TRUSTEE	2	$0	$319,479	$35,070	$354,549	3
ELIZABETH HARDIN	SECRETARY/TREASURER	2	$0	$204,633	$24,516	$229,149	7
DIMITRI TRIANTAFYLLIDES	INDIVIDUAL TRUSTEE	2	$0	$0	$0	$0	1
KEVIN BROWN	INDIVIDUAL TRUSTEE	2	$0	$0	$0	$0	5
EUGENE B JOHNSON	INDIVIDUAL TRUSTEE	2	$0	$0	$0	$0	2
MICHAEL K SHIELDS	INDIVIDUAL TRUSTEE	2	$0	$0	$0	$0	2
RUSSELL M ROBINSON III	CHAIRMAN	2	$0	$0	$0	$0	1

Highest-paid independent contractors

2024 · 2 contractors · $940K

Name	Location	Service	Paid
UNC MANAGEMENT	CHAPEL HILL, NC	INVESTMENT SERVICES	$671,990
GLOBAL ENDOWMENT MANAGEMENT	CHARLOTTE, NC	INVESTMENT SERVICES	$268,386

2023 · 2 contractors · $884K

Name	Location	Service	Paid
UNC MANAGEMENT	CHAPEL HILL, NC	INVESTMENT SERVICES	$616,600
GLOBAL ENDOWMENT MANAGEMENT	CHARLOTTE, NC	INVESTMENT SERVICES	$267,648

2022 · 3 contractors · $998K

Name	Location	Service	Paid
UNC MANAGEMENT	CHAPEL HILL, NC	INVESTMENT SERVICES	$559,944
GLOBAL ENDOWMENT MANAGEMENT	CHARLOTTE, NC	INVESTMENT SERVICES	$309,048
FEG INVESTMENT ADVISORS	CINCINNATI, OH	INVESTMENT ADVISOR	$129,201

2021 · 3 contractors · $1.3M

Name	Location	Service	Paid
UNC MANAGEMENT	CHAPEL HILL, NC	INVESTMENT SERVICES	$618,074
GLOBAL ENDOWMENT MANAGEMENT	CHARLOTTE, NC	INVESTMENT SERVICES	$547,782
FEG INVESTMENT ADVISORS	CINCINNATI, OH	INVESTMENT ADVISOR	$141,123

2020 · 3 contractors · $1.3M

Name	Location	Service	Paid
GLOBAL ENDOWMENT MANAGEMENT	CHARLOTTE, NC	INVESTMENT SERVICES	$679,326
UNC MANAGEMENT	CHAPEL HILL, NC	INVESTMENT SERVICES	$471,771
FEG INVESTMENT ADVISORS	CINCINNATI, OH	INVESTMENT CONSULTANT	$123,283

2019 · 3 contractors · $1.1M

Name	Location	Service	Paid
GLOBAL ENDOWMENT MANAGEMENT	CHARLOTTE, NC	INVESTMENT SERVICES	$610,888
UNC MANAGEMENT	CHAPEL HILL, NC	INVESTMENT SERVICES	$391,042
FUND EVALUATION GROUP	CINCINNATI, OH	INVESTMENT CONSULTANT	$117,219

2018 · 3 contractors · $1.0M

Name	Location	Service	Paid
GLOBAL ENDOWMENT MANAGEMENT	CHARLOTTE, NC	INVESTMENT SERVICES	$641,177
UNC MANAGEMENT	CHAPEL HILL, NC	INVESTMENT SERVICES	$274,321
FUND EVALUATION GROUP	CINCINNATI, OH	INVESTMENT CONSULTANT	$112,917

2017 · 3 contractors · $1.2M

Name	Location	Service	Paid
GLOBAL ENDOWMENT MANAGEMENT	CHARLOTTE, NC	INVESTMENT SERVICES	$768,612
UNC MANAGEMENT	CHAPEL HILL, NC	INVESTMENT SERVICES	$353,204
FUND EVALUATION GROUP	CINCINNATI, OH	INVESTMENT CONSULTANT	$110,024

2016 · 2 contractors · $992K

Name	Location	Service	Paid
GLOBAL ENDOWMENT MANAGEMENT	CHARLOTTE, NC	INVESTMENT SERVICES	$662,874
UNC MANAGEMENT	CHAPEL HILL, NC	INVESTMENT SERVICES	$329,229

2015 · 2 contractors · $998K

Name	Location	Service	Paid
GLOBAL ENDOWMENT MANAGEMENT	CHARLOTTE, NC	INVESTMENT SERVICES	$687,805
UNC MANAGEMENT	CHAPEL HILL, NC	INVESTMENT SERVICES	$310,160

2014 · 2 contractors · $867K

Name	Location	Service	Paid
GLOBAL ENDOWMENT MANAGEMENT	CHARLOTTE, NC	INVESTMENT SERVICES	$571,984
UNC MANAGEMENT	CHAPEL HILL, NC	INVESTMENT SERVICES	$294,737

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 period ending 2025-06-30 · view filing · original 990 ↗
$5,968,107	$1,054,464	$376,735,835	$376,542,600	$0	$0	$0	0	7
2023 · Form 990 period ending 2024-06-30 · view filing · original 990 ↗
$457,066	$1,235,399	$344,668,261	$344,487,266	$0	$0	$0	0	7
2022 · Form 990 period ending 2023-06-30 · view filing · original 990 ↗
$1,983,754	$1,105,855	$316,286,095	$316,122,848	$0	$0	$0	0	6
2021 · Form 990 period ending 2022-06-30 · view filing · original 990 ↗
$410,794	$1,484,041	$306,480,982	$306,228,247	$0	$0	$0	0	6
2020 · Form 990 period ending 2021-06-30 · view filing · original 990 ↗
$1,981,696	$1,554,068	$299,096,548	$298,927,247	$0	$0	$0	0	6
2019 · Form 990 period ending 2020-06-30 · view filing · original 990 ↗
$359,916	$1,166,925	$226,012,992	$225,879,982	$0	$0	$0	0	6
2018 · Form 990 period ending 2019-06-30 · view filing · original 990 ↗
$1,461,698	$1,150,863	$222,736,325	$222,611,981	$0	$0	$0	0	0
2017 · Form 990 period ending 2018-06-30 · view filing · original 990 ↗
$285,424	$1,252,209	$207,738,198	$207,707,771	$0	$0	$0	0	6
2016 · Form 990 period ending 2017-06-30 · view filing · original 990 ↗
$217,707	$1,132,924	$192,527,465	$192,499,099	$0	$0	$0	0	5
2015 · Form 990 period ending 2016-06-30 · view filing · original 990 ↗
$165,076	$1,120,742	$171,190,373	$171,164,674	$0	$0	$0	0	5
2014 · Form 990 period ending 2015-06-30 · view filing · original 990 ↗
$485,477	$1,013,750	$169,861,030	$169,852,861	$0	-$276,405	$0	0	5
2013 · Form 990 period ending 2014-06-30 · view filing · original 990 ↗
$4,998,242	$5,922,474	$157,915,731	$157,812,712	$0	$4,881,636	$0	0	0
2012 · Form 990 period ending 2013-06-30 · view filing · original 990 ↗
$5,530,179	$6,540,956	$136,684,611	$136,684,611	$0	$5,455,949	$0	0	0
2011 · Form 990 period ending 2012-06-30 · view filing · original 990 ↗
$1,780,977	$752,093	$123,785,575	$0	$0	$1,711,723	$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.

THE FOUNDATION OF THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INC Charlotte, NC · 6 people in common (Dennis N Bunker Iii, Kevin Brown, Michael Shields) · related organization (Schedule R)
ATHLETIC FOUNDATION OF THE UNIV OF NORTH CAROLINA AT CHARLOTTE Charlotte, NC · 2 people in common (Kevin Brown, Richard Amon) · related organization (Schedule R)
CENTRAL PIEDMONT COMMUNITY COLLEGE FOUNDATION INC Charlotte, NC · 1 person in common (Susan N Jamison)
CHARLOTTE REGIONAL PARTNERSHIP INC Charlotte, NC · 1 person in common (Kevin Brown)
UNIVERSITY RESEARCH PARK INCORPORATED Charlotte, NC · 1 person in common (Kevin Brown)
UNIVERSITY OF NORTH CAROLINA AT Charlotte, NC · 1 person in common (Richard Amon)

Funders of this organization

2 grantors reported grants to this organization, $14,730 in all, tax years 2015 to 2019. 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	Total given	Grants	Latest year's amount	Latest year	Years given	Type	Match	Grants
DELOITTE FOUNDATION	$8,750	1	$8,750	2019	2019	Public charity	Exact	show
NATIONAL ATHLETIC TRAINERS ASSN RESEARCH & EDUCATION FOUNDATION	$5,980	1	$5,980	2015	2015	Public charity	Exact	show

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Organizations like this one: what they do and who they are linked to

Organizations like this one

Same category: NTEE code and revenue

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. NTEE: the IRS’s code when it lists one, otherwise FURP’s inferred code. Same state only · More (100)

Organization	State	NTEE	Latest revenue	Latest expenses	Top-paid title	Top pay	Why similar
UNIVERSITY OF NORTH CAROLINA AT PEMBROKE FOUNDATION INC	NC	B11	$7,919,789	$5,881,230	CHANCELLOR	$475,683	Same NTEE code B11, revenue within 2x, same state, similar name
UNIVERSITY OF NORTH CAROLINA SCHOOL OF THE ARTS FOUNDATION INC	NC	B11	$10,536,394	$8,262,346	Executive Director	$211,000	Same NTEE code B11, revenue within 2x, same state, similar mission
UNIVERSITY OF NORTH CAROLINA AT ASHEVILLE FOUNDATION INC	NC	B11	$9,434,710	$7,386,521	Director	$0	Same NTEE code B11, revenue within 2x, same state, similar name
NORTH CAROLINA COMMUNITY COLLEGE FOUNDATION	NC	B11	$7,293,576	$5,856,563	EXECUTIVE DIRECTOR	$161,939	Same NTEE code B11, revenue within 2x, same state
NORTH CAROLINA TEXTILE FOUNDATION INC	NC	B11	$11,450,249	$5,466,543	ASST. TREASURER	$369,572	Same NTEE code B11, revenue within 2x, same state
METHODIST UNIVERSITY CAPE FEAR VALLEY HEALTH SCHOOL OF MEDICINE I	NC	B11	$6,061,759	$5,801,753	BOARD MEMBER (CFVHS)	$1,778,609	Same NTEE code B11, revenue within 2x, same state
LONGLEAF SERVICES INC	NC	B11	$6,919,161	$6,398,192	DIRECTOR, UNC PRESS	$316,594	Same NTEE code B11, revenue within 2x, same state, similar mission
UNC LAW FOUNDATION INC VAN HECKE- WETTACH CD3380	NC	B11	$4,902,161	$7,382,428	EX-OFFICIO: DEAN AND SECRETARY/TREASURER	$556,194	Same NTEE code B11, revenue within 2x, same state
JOHN N GARDNER INSTITUTE FOREXCELLENCE IN UNDERGRADUATE EDUCATI	NC	B11	$8,732,992	$6,046,837	CEO	$467,192	Same NTEE code B11, revenue within 2x, same state
CHARLOTTE MECKLENBURG LIBRARY FOUNDATION	NC	B11	$3,194,892	$34,169,698	DIRECTOR	$321,785	Same NTEE code B11, revenue within 2x, same state
NC STATE NATURAL RESOURCES FOUNDATION INC	NC	B11	$4,793,495	$2,958,316	TREASURER	$369,572	Same NTEE code B11, revenue within 2x, same state
CMS FOUNDATION	NC	B11	$3,378,391	$2,170,690	SUPERINTENDENT	$448,443	Same NTEE code B11, revenue within 2x, same state
UNCW CORPORATION	NC	B11	$4,090,682	$4,090,682	SECRETARY	$356,259	Same NTEE code B11, revenue within 2x, same state
VOYAGER FOUNDATION INC	NC	B11	$8,886,477	$3,160,551	MANAGING DIRECTOR	$197,132	Same NTEE code B11, revenue within 2x, same state
CLASSROOM CENTRAL INC	NC	B11	$10,435,125	$14,326,358	EXECUTIVE DI	$203,701	Same NTEE code B11, revenue within 2x, same state
DUKE GLOBAL INC	NC	B11	$4,063,548	$4,407,130	FORMER OFFICER	$2,985,728	Same NTEE code B11, revenue within 2x, same state
DUKE JULDEC SERVICES INC	NC	B11	$3,658,382	$3,658,382	DIRECTOR/VICE PRESIDENT	$727,987	Same NTEE code B11, revenue within 2x, same state
THE FOUNDATION FOR EDUCATION INC	NC	B11	$3,740,725	$2,121,492	Treasurer	$0	Same NTEE code B11, revenue within 2x, same state
OAK RIDGE FOUNDATION INCORPORATED	NC	B11	$3,307,820	$3,669,465	ADMISSIONS DIRECTOR	$156,814	Same NTEE code B11, revenue within 2x, same state
SUMMIT CHARTER SCHOOL FOUNDATION INC	NC	B11	$3,830,367	$1,546,316	Chair	$0	Same NTEE code B11, revenue within 2x, same state
R J REYNOLDS HOME FIELD ADVANTAGE INC	NC	B11	$3,215,305	$93,942	President	$0	Same NTEE code B11, revenue within 2x, same state
JAMES B HUNT JR INSTITUTE FOR EDUCATIONAL LEADERSHIP AND POLICY	NC	B11	$9,293,408	$11,745,863	PRESIDENT AND CEO	$538,032	Same NTEE code B11, revenue within 2x, same state
UNIVERSITY OF MINNESOTA FOUNDATION INVESTMENT ADVISORS	MN	B11	$6,765,603	$6,765,603	CHIEF INVESTMENT OFFICER & PRESIDENT	$1,280,434	Same NTEE code B11, revenue within 2x
SOUTH CAROLINA UNIVERSITIES RESEARCH AND EDUCATION FOUNDATION	SC	B11	$3,292,243	$3,358,212	COO	$189,196	Same NTEE code B11, revenue within 2x, similar mission
UNIVERSITY OF SOUTH CAROLINA BEAUFORT EDUCATION FOUNDATION	SC	B11	$3,718,320	$515,022	EXECUTIVE DI	$105,483	Same NTEE code B11, 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).

Grantor	Total given	Grants	Organizations funded	Type	Years	Which ones
GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC	$52,321,800	29	10	DAF sponsor	2017–2024	U OF O FOUNDATION SUPPORTING ORGANIZATION; JAMES B HUNT JR INSTITUTE FOR EDUCATIONAL LEADERSHIP AND POLICY; NC STATE NATURAL RESOURCES FOUNDATION INC; UNIVERSITY OF WISCONSIN GREEN BAY FOUNDATION INC and 6 more
FIDELITY INVESTMENTS CHARITABLE GIFT FUND	$30,714,267	323	62	DAF sponsor	2016–2024	THE BRIDGEWATER STATE UNIVERSITY FOUNDATION; NORTHRISE UNIVERSITY INITIATIVE; UNIVERSITY OF NORTH CAROLINA AT ASHEVILLE FOUNDATION INC; LAMAR UNIVERSITY FOUNDATION INC and 58 more
THE CHICAGO COMMUNITY TRUST	$25,111,050	5	4	DAF sponsor	2017–2024	BOWIE STATE UNIVERSITY FOUNDATION; SUMMIT CHARTER SCHOOL FOUNDATION INC; GEORGIA COLLEGE & STATE UNIVERSITY FOUNDATION INC; PLATTSBURGH COLLEGE FOUNDATION INC
NATIONAL PHILANTHROPIC TR	$24,945,356	81	30	DAF sponsor	2014–2024	THE COLLEGE OF STATEN ISLAND FOUNDATION INC; CALIFORNIA STATE UNIVERSITY LOS ANGELES FOUNDATION; NORTHRISE UNIVERSITY INITIATIVE; LAMAR UNIVERSITY FOUNDATION INC and 26 more
DONOR ADVISED CHARITABLE GIVING	$24,416,577	251	52	DAF sponsor	2014–2024	STATE UNIVERSITY OF NEW YORK COLLEGE AT FARMINGDALE FOUNDATION; ARKANSAS TECH UNIVERSITY FOUNDATION; R J REYNOLDS HOME FIELD ADVANTAGE INC; LAMAR UNIVERSITY FOUNDATION INC and 48 more
LILLY ENDOWMENT INC	$15,916,400	11	1	Private foundation	2012–2025	VINCENNES UNIVERSITY FOUNDATION INC
TRUSTEES OF COLUMBIA UNIVERSITY	$14,101,144	7	1	DAF sponsor	2016–2022	KNIGHT FIRST AMENDMENT INSTITUTE AT COLUMBIA UNIVERSITY
FOUNDATION FOR THE CAROLINAS	$13,435,740	71	12	DAF sponsor	2015–2024	CHARLOTTE MECKLENBURG LIBRARY FOUNDATION; CMS FOUNDATION; JAMES B HUNT JR INSTITUTE FOR EDUCATIONAL LEADERSHIP AND POLICY; NORTH CAROLINA COMMUNITY COLLEGE FOUNDATION and 8 more
GATES FOUNDATION	$10,374,709	18	3	Private foundation	2016–2024	JOHN N GARDNER INSTITUTE FOREXCELLENCE IN UNDERGRADUATE EDUCATI; JAMES B HUNT JR INSTITUTE FOR EDUCATIONAL LEADERSHIP AND POLICY; UNIVERSITY OF WISCONSIN RIVER FALLS FOUNDATION
SILICON VALLEY COMMUNITY FOUNDATION	$9,407,197	14	6	DAF sponsor	2013–2024	KNIGHT FIRST AMENDMENT INSTITUTE AT COLUMBIA UNIVERSITY; JAMES B HUNT JR INSTITUTE FOR EDUCATIONAL LEADERSHIP AND POLICY; CARDINAL AND GOLD FUND INC; VIRGINIA COMMONWEALTH UNIVERSITY COLLEGE OF ENGINEERING FOUNDATION and 2 more
UNIVERSITY OF MINNESOTA FOUNDATION	$8,850,000	8	1	DAF sponsor	2013–2024	UNIVERSITY GATEWAY CORPORATION
SCHARBAUER FOUNDATION INC	$8,614,000	16	1	Private foundation	2017–2024	MIDLAND COLLEGE FOUNDATION INC
SAUL ZAENTZ CHARITABLE FOUNDATION	$6,850,000	6	1	Private foundation	2018–2024	JAMES B HUNT JR INSTITUTE FOR EDUCATIONAL LEADERSHIP AND POLICY
ABELL-HANGER FOUNDATION	$6,418,054	43	1	Private foundation	2017–2024	MIDLAND COLLEGE FOUNDATION INC
THE AYCO CHARITABLE FOUNDATION	$6,022,640	18	8	DAF sponsor	2019–2025	UNIVERSITY OF NORTH CAROLINA AT ASHEVILLE FOUNDATION INC; UNIVERSITY OF WISCONSIN RIVER FALLS FOUNDATION; LAW COLLEGE ASSOCIATION OF THE UNIVERSITY OF ARIZONA; CHARLOTTE MECKLENBURG LIBRARY FOUNDATION and 4 more

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 · $1,054,464 spent · pay $0 · grants $0 · events $623

Line	Total	Program	Management	Fundraising	Share
Fees: investment management	$940,376	$940,376	-	-	89.2%
Fees: management	$58,515	$58,515	-	-	5.5%
Fees: accounting	$53,971	$53,971	-	-	5.1%
Insurance	$854	$854	-	-	0.1%
Conferences, conventions and meetings	$623	$623	-	-	0.1%
Office expenses	$125	$125	-	-	0.0%
Total	$1,054,464				100%

View the filing

2023 · Form 990 · $1,235,399 spent · pay $0 · grants $0 · events $306

Line	As described	Total	Program	Management	Fundraising	Share
Fees: investment management		$884,248	$884,248	-	-	71.6%
Other (as described)	UNRELATED BUSINESS TAX	$255,225	$255,225	-	-	20.7%
Fees: management		$74,910	$74,910	-	-	6.1%
Fees: accounting		$18,380	$18,380	-	-	1.5%
Travel		$1,162	$1,162	-	-	0.1%
Insurance		$829	$829	-	-	0.1%
Office expenses		$339	$339	-	-	0.0%
Conferences, conventions and meetings		$306	$306	-	-	0.0%
Total		$1,235,399				100%

View the filing

2022 · Form 990 · $1,105,855 spent · pay $0 · grants $0 · events $0

Line	As described	Total	Program	Management	Fundraising	Share
Fees: investment management		$1,105,855	$1,105,855	-	-	100.0%
Total		$1,105,855				100%

View the filing

2021 · Form 990 · $1,484,041 spent · pay $0 · grants $0 · events $0

Line	As described	Total	Program	Management	Fundraising	Share
Fees: investment management		$1,484,041	$1,484,041	-	-	100.0%
Total		$1,484,041				100%

View the filing

2020 · Form 990 · $1,554,068 spent · pay $0 · grants $0 · events $0

Line	As described	Total	Program	Management	Fundraising	Share
Fees: investment management		$1,554,068	$1,554,068	-	-	100.0%
Total		$1,554,068				100%

View the filing

2019 · Form 990 · $1,166,925 spent · pay $0 · grants $0 · events $0

Line	As described	Total	Program	Management	Fundraising	Share
Fees: investment management		$1,166,925	$1,166,925	-	-	100.0%
Total		$1,166,925				100%

View the filing

2018 · Form 990 · $1,150,863 spent · pay $0 · grants $0 · events $0

Line	As described	Total	Program	Management	Fundraising	Share
Fees: investment management		$1,150,863	$1,150,863	-	-	100.0%
Total		$1,150,863				100%

View the filing

2017 · Form 990 · $1,252,209 spent · pay $0 · grants $0 · events $0

Line	As described	Total	Program	Management	Fundraising	Share
Fees: investment management		$1,252,209	$1,252,209	-	-	100.0%
Total		$1,252,209				100%

View the filing

2016 · Form 990 · $1,132,924 spent · pay $0 · grants $0 · events $0

Line	As described	Total	Program	Management	Fundraising	Share
Fees: investment management		$1,132,924	$1,132,924	-	-	100.0%
Total		$1,132,924				100%

View the filing

2015 · Form 990 · $1,120,742 spent · pay $0 · grants $0 · events $0

Line	As described	Total	Program	Management	Fundraising	Share
Fees: investment management		$1,120,742	$1,120,742	-	-	100.0%
Total		$1,120,742				100%

View the filing

2014 · Form 990 · $1,013,750 spent · pay $0 · grants $0 · events $0

Line	As described	Total	Program	Management	Fundraising	Share
Fees: investment management		$1,013,750	$1,013,750	-	-	100.0%
Total		$1,013,750				100%

View the filing

2013 · Form 990 · $5,922,474 spent · pay $0 · grants $0 · events $0

Line	As described	Total	Program	Management	Fundraising	Share
Other (as described)	DISTRIBUTIONS TO MEMBER	$4,754,309	$4,754,309	-	-	80.3%
Fees: investment management		$1,168,165	$1,168,165	-	-	19.7%
Total		$5,922,474				100%

View the filing

2012 · Form 990 · $6,540,956 spent · pay $0 · grants $0 · events $0

Line	As described	Total	Program	Management	Fundraising	Share
Other (as described)	DISTRIBUTIONS TO MEMBER	$5,692,597	$5,692,597	-	-	87.0%
Fees: investment management		$848,359	$848,359	-	-	13.0%
Total		$6,540,956				100%

View the filing

2011 · Form 990 · $752,093 spent · pay $0 · grants $0 · events $0

Line	As described	Total	Program	Management	Fundraising	Share
Fees: investment management		$693,100	$693,100	-	-	92.2%
Fees: other services		$44,162	$44,162	-	-	5.9%
Fees: accounting		$14,000	-	$14,000	-	1.9%
Insurance		$450	-	$450	-	0.1%
Other (as described)	BOARD EXPENSE	$381	-	$381	-	0.1%
Total		$752,093				100%

View the filing

UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INVESTMENT FUND

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Same category: NTEE code and revenue

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