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 · FY2025
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 |
|---|---|---|---|---|---|---|
| FY2025 | 990 | $42,545,546 | $34,084,364 | $29,020,082 | $335,822,865 | $317,097,242 |
| FY2023 | 990 | $30,227,826 | $31,644,448 | $27,763,458 | $281,678,721 | $263,353,666 |
| FY2022 | 990 | $54,285,368 | $35,493,570 | $31,857,166 | $269,635,046 | $252,098,252 |
| FY2021 | 990 | $28,260,487 | $26,718,046 | $23,009,785 | $302,593,887 | $282,076,859 |
| FY2020 | 990 | $40,730,034 | $32,699,705 | $28,997,952 | $242,383,805 | $226,331,588 |
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 93% 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 |
|---|---|---|---|---|
| NORTH CAROLINA COMMUNITY FOUNDATIONRALEIGH, NC | GENERAL PURPOSE | $6,396,403 | 2022 | |
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 |
|---|---|---|---|
| Rebecca Balter | CHAIR | 0.50 | $0 |
| Crystal German | VICE CHAIR | 0.50 | $0 |
| Caroline Abbott | TREASURER | 0.50 | $0 |
| Vijah Shah | SECRETARY |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| GENERAL PURPOSE |
| $2,018,598 |
| 2022 |
| FIDELITY CHARITABLE GIFT FUNDCINCINNATI, OH | PHILAN/VOL/GRANT | $1,976,932 | 2023 |
| TRIANGLE LAND CONSERVANCYDURHAM, NC | ENVIRONMENT | $1,592,542 | 2023 |
| NATIONAL PHILANTHROPIC TRUSTJENKINTOWN, PA | PHILAN/VOL/GRANT | $1,393,677 | 2025 |
| UNC CHAPEL HILL OFFICE OF UNIVERSITY DEVELOPMENTCHAPEL HILL, NC | EDUCATION | $1,331,012 | 2025 |
| NC COMMUNITY FOUNDATIONRALEIGH, NC | GENERAL PURPOSE | $1,306,355 | 2020 |
| DURHAM ACADEMYDURHAM, NC | GENERAL PURPOSE | $1,154,250 | 2021 |
| SUNSET INTERNATIONAL BIBLE INSTITUTE INCLUBBOCK, TX | GENERAL PURPOSE | $1,000,000 | 2020 |
| DUKE UNIVERSITY ALUMNI AND DEVELOPMENT RECORDSDURHAM, NC | EDUCATION | $750,926 | 2022 |
| COMMUNITY FOUNDATION OF WESTERN NORTH CAROLINAASHEVILLE, NC | PHILAN/VOL/GRANT | $650,186 | 2025 |
| COMMUNITIES IN PARTNERSHIPDURHAM, NC | COMMUN/BUS/INDUS | $647,500 | 2022 |
| IMAGINE NORTH CAROLINA FIRSTRALEIGH, NC | GENERAL PURPOSE | $635,000 | 2020 |
| UNC - CHAPEL HILL OFFICE OF UNIVERSITY DEVELOPMENTCHAPEL HILL, NC | GENERAL PURPOSE | $618,995 | 2020 |
| DUKE UNIVERSITY ALUMNI AND DEVELOPMENT RECORDSDURHAM, NC | EDUCATION | $583,773 | 2023 |
| UNC HEALTH FOUNDATIONCHAPEL HILL, NC | GENERAL PURPOSE | $568,505 | 2020 |
| YMCA OF THE TRIANGLE AREARALEIGH, NC | GENERAL PURPOSE | $564,483 | 2020 |
| UNC CHAPEL HILL OFFICE OF UNIVERSITY DEVELOPMENTCHAPEL HILL, NC | EDUCATION | $549,042 | 2023 |
| FIRST BAPTIST CHURCH OF WINSTON SALEMWINSTONSALEM, NC | RELI/SPIRITUALTY | $540,000 | 2025 |
| DURHAM ACADEMYDURHAM, NC | EDUCATION | $523,000 | 2022 |
| TRIANGLE LAND CONSERVANCYDURHAM, NC | ENVIRONMENT | $516,401 | 2025 |
| NORTH CAROLINA COMMUNITY FOUNDATIONRALEIGH, NC | COMMUN/BUS/INDUS | $509,000 | 2023 |
| FIDELITY CHARITABLE GIFT FUNDCINCINNATI, OH | GENERAL PURPOSE | $505,156 | 2020 |
| ABILENE CHRISTIAN UNIVERSITYABILENE, TX | GENERAL PURPOSE | $500,000 | 2020 |
| HARDING UNIVERSITYSEARCY, AR | GENERAL PURPOSE | $500,000 | 2020 |
| 0.50 |
| $0 |
| Elizabeth Arias | MEMBER | 0.50 | $0 |
| Creighton Blackwell | MEMBER | 0.50 | $0 |
| Matt Bullard | MEMBER | 0.50 | $0 |
| Kevin Dick | MEMBER | 0.50 | $0 |
| Rick Guirlinger | MEMBER | 0.50 | $0 |
| Lilyn Hester | MEMBER | 0.50 | $0 |
| Bernard Hsu | MEMBER | 0.50 | $0 |
| Latoya Montague | MEMBER | 0.50 | $0 |
| Wayne Morgan | MEMBER | 0.50 | $0 |
| Renee Paschal | MEMBER | 0.50 | $0 |
| Hilary Pollan | MEMBER | 0.50 | $0 |
| Evan Raleigh | MEMBER | 0.50 | $0 |
| Pilar Rocha-Goldberg | MEMBER | 0.50 | $0 |
| Laura Virkler | MEMBER | 0.50 | $0 |
| Stelfanie Williams | MEMBER | 0.50 | $0 |
| Latoya King | COO | 40.00 | $147,771 |
| Robert Naylor | CFO | 40.00 | $183,507 |
| Lori O'Keefe | PRESIDENT & CEO | 40.00 | $232,553 |
| Sarah Guidi | DIRECTOR OF COMMUNITY ENG | 40.00 | $103,925 |
| Lindsay Harrell | DIRECTOR OF FINANCE | 40.00 | $142,594 |
| Jennifer Weld | DIRECTOR OF MKTG & COMM | 40.00 | $106,110 |
Form 990 · FY2024 · period ending Jun 30, 2024IRS bulk XML
Filing id 202541299349302539
Form 990 · FY2023 · period ending Jun 30, 2023IRS bulk XML
Filing id 202430819349300813
Form 990 · FY2022 · period ending Jun 30, 2022
Filing id 202341329349308954
Form 990 · FY2021 · period ending Jun 30, 2021
Filing id 202241269349301934
Form 990 · FY2020 · period ending Jun 30, 2020
Filing id 202141309349303304
Form 990 · FY2019 · period ending Jun 30, 2019
Filing id 202041189349301074
Form 990 · FY2018 · period ending Jun 30, 2018
Filing id 201911269349300806
Form 990 · FY2017 · period ending Jun 30, 2017
Filing id 201841319349303379
Form 990 · FY2016 · period ending Jun 30, 2016
Filing id 201711319349301796
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.