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 · FY2024
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 |
|---|---|---|---|---|---|---|
| FY2024 | 990 | $172,627,029 | $230,304,142 | $20,000,000 | $648,834,754 | −$356,742,790 |
| FY2023 | 990 | $163,386,699 | $197,909,707 | $0 | $569,235,159 | −$298,705,145 |
| FY2022 | 990 | $169,430,781 | $184,950,341 | $10,004,618 | $507,015,665 | −$264,067,158 |
| FY2021 | 990 | $71,035,628 | $99,449,912 | $10,004,322 | $570,543,990 | −$248,958,748 |
| FY2021 | 990 | $205,958,249 | $151,025,697 | $0 | $446,443,070 | −$226,673,981 |
| FY2020 | 990 | $135,588,853 | $152,452,854 | $1,530,351 | $318,317,044 | −$166,416,382 |
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 100% 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 UNIVERSITY HEALTH SCIENCESWINSTONSALEM, NC | SUPPORT MISSION AND OPERATIONS OF WFUHS | $20,000,000 | 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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| William C Warden Jr | CHAIR | 15.00 | $0 |
| Donald E Flow | VICE CHAIR | 4.00 | $0 |
| Nita Ahuja Md | DIRECTOR | 4.00 | $0 |
| Felicia Allen | DIRECTOR |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| WAKE FOREST UNIVERSITY HEALTH SCIENCESWINSTONSALEM, NC |
| ACADEMIC ENRICHMENT FUND |
| $10,000,000 |
| 2021 |
| WAKE FOREST UNIVERSITY HEALTH SCIENCESWINSTONSALEM, NC | ACADEMIC ENRICHMENT FUND | $10,000,000 | 2022 |
| WAKE FOREST UNIVERSITY HEALTH SCIENCESWINSTONSALEM, NC | CARE & CURE FUND | $1,527,851 | 2020 |
| 4.00 |
| $0 |
| Donna A Boswell Phd | DIRECTOR | 4.00 | $0 |
| Leon Lee Jones Md | DIRECTOR | 4.00 | $0 |
| A Lee Herring | DIRECTOR | 4.00 | $0 |
| A Dale Jenkins | DIRECTOR | 4.00 | $0 |
| Arthur A Gibel | DIRECTOR | 4.00 | $0 |
| Matthew A King | DIRECTOR | 4.00 | $0 |
| Mark E Reed | DIRECTOR | 4.00 | $0 |
| Stephen L Robertson | DIRECTOR | 4.00 | $0 |
| Richard L Shackelford | DIRECTOR | 4.00 | $0 |
| Rev Frank Thomas | DIRECTOR | 4.00 | $0 |
| John M Vann | DIRECTOR | 4.00 | $0 |
| Sheree B Watson | DIRECTOR | 4.00 | $0 |
| Susan R Wente Phd | DIRECTOR | 5.50 | $0 |
| Brian A White | DIRECTOR | 4.00 | $0 |
| Julie Ann Freischlag Md | CEO OF AHWFB | 5.00 | $0 |
| Eugene A Woods | CEO ADVOCATE HEALTH | 5.00 | $22,870,198 |
| Bradley A Clark | EVP, TREASURER | 4.00 | $2,513,703 |
| J Mclain Wallace Jr | SVP, GEN COUNSEL & SECRETARY | 5.00 | $1,659,102 |
| L Ebony Boulware Md | DEAN, WFU SOM | 5.00 | $0 |
| Lisa M Marshall | VP, CHIEF PHIL OFF | 20.00 | $974,433 |
| Stephan L Lillie | SVP & CFO | 10.00 | $666,639 |
| David Zaas Md | PRES, HEALTH SYSTEM | 20.00 | $0 |
| Cathleen Wheatley Dnp | PRES WFBMC, SVP CNO | 40.00 | $1,249,664 |
| Rami Badreddine Md | PHYSICIAN | 40.00 | $885,618 |
| A Mick Fisher | SVP, CHRO WFB | 25.00 | $985,312 |
| Michael T Waid | SVP, HEALTH SYSTEM OPS | 5.00 | $836,668 |
| Todd Bankhead | SVP CLINICAL OPS, COO | 40.00 | $862,124 |
| Kevin P High Md | FORMER OFFICER | 0.00 | $0 |
| Terry G Williams | FORMER OFFICER | 0.00 | $2,204,442 |
| J Reid Morgan | ASST SECRETARY | 6.00 | $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.
Form 990 · FY2023 · period ending Dec 31, 2023IRS bulk XML
Filing id 202433209349300838
Form 990 · FY2022 · period ending Dec 31, 2022
Filing id 202333189349306028
Form 990 · FY2021 · period ending Dec 31, 2021
Filing id 202213189349300346
Form 990 · FY2021 · period ending Jun 30, 2021
Filing id 202241439349301274
Form 990 · FY2020 · period ending Jun 30, 2020
Filing id 202141349349301714
Form 990 · FY2018 · period ending Jun 30, 2018
Filing id 201901349349305050
Form 990 · FY2017 · period ending Jun 30, 2017
Filing id 201821349349302107
Form 990 · FY2016 · period ending Jun 30, 2016
Filing id 201711329349301056
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.