Form 990 for tax year 2023
Filed by THE FOUNDATION OF THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INC.
Totals
- Total revenue
- $22,862,049
- Total expenses
- $30,903,080
- Contributions and grants received
- $20,367,619
- Grants paid
- $26,677,982
- Program service revenue
- $0
- Investment income
- $1,563,540
- Other revenue
- $930,890
- Total assets, end of year
- $339,313,829
- Total liabilities, end of year
- $67,643,974
- Net assets or fund balances, end of year
- $271,669,855
- Program services expenses (Part IX)
- $29,724,575
- Management and general expenses
- $1,134,366
- Fundraising expenses
- $44,139
- Program service expenses (Part III)
- $29,724,575
Program services were 96.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
DR RICHARD AMON
TREASURER
- Total calculated
- $321,818
- From this org
- $0
- From related orgs
- $265,253
- Other
- $56,565
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $265,253 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $38,560 related
- Nontaxable benefits
- $0 + $18,005 related
- Filer's total
- $0 + $321,818 related
-
SUSAN DEVORE
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
RUSSELL M ROBINSON II
INDIVIDUAL TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
ROBERT AIKEN
INDIVIDUAL TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
EMMA S ALLEN
INDIVIDUAL TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
HENRY ATKINS
INDIVIDUAL TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
PAUL BATES
INDIVIDUAL TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
DR CRAIG R BROWN
INDIVIDUAL TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
TANYA BROWN
INDIVIDUAL TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
AMANDA WEISIGER CORNELSON
INDIVIDUAL TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
BRYAN A DELANEY
INDIVIDUAL TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
LARRY R FERGUSON
INDIVIDUAL TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JEFFREY JEFF FLOYD
INDIVIDUAL TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
THERESA FOUST
INDIVIDUAL TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
SHARON GABER
INDIVIDUAL TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JOANNA GAMMON
INDIVIDUAL TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
GEOFFREY D GRAY
INDIVIDUAL TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JOE HANEL
INDIVIDUAL TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JULIE S HARRIS
INDIVIDUAL TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
SUSAN N JAMISON
INDIVIDUAL TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
DONNIE KOONCE
INDIVIDUAL TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
GEORGE G KROUSTALIS
INDIVIDUAL TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
DR PETER A LARKIN
INDIVIDUAL TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
D ERIC MILLER
INDIVIDUAL TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
TRACY MONTROSS
INDIVIDUAL TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
CHRISTOPHER CHRIS MOXLEY
INDIVIDUAL TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
KERR Y PUTNEY
INDIVIDUAL TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
T EDMUND RAST
INDIVIDUAL TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
GREGORY S ROSS
INDIVIDUAL TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
ROBERT A ROWELL
INDIVIDUAL TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
ANDREW J SHENE
INDIVIDUAL TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
ANNE M TOMPKINS
INDIVIDUAL TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
PAULA R VINCENT
INDIVIDUAL TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JANE WU
INDIVIDUAL TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
KAREN J ZAPATA
INDIVIDUAL TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
BETH CRIGLER
PRESIDENT
- Total calculated
- $355,772
- From this org
- $0
- From related orgs
- $272,396
- Other
- $83,376
- Hours/week
- 12 + 28 related
Schedule J breakdown matched by us
- Base
- $0 + $237,100 related
- Bonus
- $0
- Other
- $0 + $35,296 related
- Deferred
- $0 + $68,032 related
- Nontaxable benefits
- $0 + $15,344 related
- Filer's total
- $0 + $355,772 related
-
TAMMIE BOYD
SECRETARY
- Total calculated
- $207,070
- From this org
- $0
- From related orgs
- $164,916
- Other
- $42,154
- Hours/week
- 12 + 28 related
Schedule J breakdown matched by us
- Base
- $0 + $158,916 related
- Bonus
- $0
- Other
- $0 + $6,000 related
- Deferred
- $0 + $23,698 related
- Nontaxable benefits
- $0 + $18,456 related
- Filer's total
- $0 + $207,070 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE
$15,902,087
EDUCATIONAL & SCIENTIFIC ACTIVITIES
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
UNCC INSTITUTE FOR SOCIAL CAPITAL
501(C)(3) · EDUCTIONAL PROGRAMS · NC · controlled entity
Directly controlled by FOUNDATION OF UNCC
-
THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE
UNIVERSITY · NC
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 24 March 2025
- IRS schema version
- 2023v6.0
- Source object
- 202500879349300320
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