- Revenue 2023
- -$13,634
- Expenses 2023
- $124,523
Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 03
- NTEE code
- B00I
- Classification
- 1200
- Street
- 1834 WAKE FOREST RD UNIT 7201
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Officers and directors · 2023
As listed in Part VII of the 2023 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
Mit B Shah
Chair
- Total calculated
- $0
- Hours/week
- 0.3 + 8.7 related
-
Robert J McCreary
Vice Chair
- Total calculated
- $0
- Hours/week
- 0.3 + 3.4 related
-
Lynn C Baranski
Trustee
- Total calculated
- $0
- Hours/week
- 0.3 + 4.3 related
-
Frederick W Eubank II
Trustee
- Total calculated
- $0
- Hours/week
- 0.3 + 6.3 related
-
Peter C Brockway
Trustee
- Total calculated
- $0
- Hours/week
- 0.3 + 5.3 related
-
Frank B Holding Jr
Trustee
- Total calculated
- $0
- Hours/week
- 0.3 + 5.3 related
-
Mary Torbet Hays
Trustee
- Total calculated
- $0
- Hours/week
- 0.3 + 7.3 related
-
Aubrey L Martin
Trustee
- Total calculated
- $0
- Hours/week
- 0.3 + 3.3 related
-
John M McAvoy
Trustee
- Total calculated
- $0
- Hours/week
- 0.3 + 3.3 related
-
James M O'Connell
Trustee
- Total calculated
- $0
- Hours/week
- 0.3 + 5.3 related
-
Ogden Phipps II
Trustee
- Total calculated
- $0
- Hours/week
- 0.3 + 3.3 related
-
Michael C Smith
Trustee
- Total calculated
- $0
- Hours/week
- 0.3 + 4.3 related
-
David I Wahrhaftig
Trustee
- Total calculated
- $0
- Hours/week
- 0.3 + 3.3 related
-
Susan R Wente PhD
President
- Total calculated
- $1,799,376
- From this org
- $0
- From related orgs
- $1,473,696
- Other
- $325,680
- Hours/week
- 0.3 + 34.2 related
Schedule J breakdown matched by us
- Base
- $0 + $1,041,165 related
- Bonus
- $0 + $358,750 related
- Other
- $0 + $73,781 related
- Deferred
- $0 + $250,725 related
- Nontaxable benefits
- $0 + $74,955 related
- Filer's total
- $0 + $1,799,376 related
-
Jacqueline A Travisano EdD
Vice President
- Total calculated
- $794,104
- From this org
- $0
- From related orgs
- $664,837
- Other
- $129,267
- Hours/week
- 0.3 + 39.7 related
Schedule J breakdown matched by us
- Base
- $0 + $385,181 related
- Bonus
- $0 + $273,411 related
- Other
- $0 + $6,245 related
- Deferred
- $0 + $116,500 related
- Nontaxable benefits
- $0 + $12,767 related
- Filer's total
- $0 + $794,104 related
-
J Reid Morgan
Secretary
- Total calculated
- $799,445
- From this org
- $0
- From related orgs
- $690,571
- Other
- $108,874
- Hours/week
- 0.3 + 33.7 related
Schedule J breakdown matched by us
- Base
- $0 + $462,733 related
- Bonus
- $0 + $48,000 related
- Other
- $0 + $179,838 related
- Deferred
- $0 + $73,575 related
- Nontaxable benefits
- $0 + $35,299 related
- Filer's total
- $0 + $799,445 related
-
Anita M Conrad
Assistant Secretary-retired 10/31/23)
- Total calculated
- $261,900
- From this org
- $0
- From related orgs
- $218,902
- Other
- $42,998
- Hours/week
- 0.3 + 33.7 related
Schedule J breakdown matched by us
- Base
- $0 + $218,267 related
- Bonus
- $0
- Other
- $0 + $635 related
- Deferred
- $0 + $22,223 related
- Nontaxable benefits
- $0 + $20,775 related
- Filer's total
- $0 + $261,900 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 — 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. Earlier years are each on their own filing page.
Filings
-
2023
- Revenue
- -$13,634
- Expenses
- $124,523
- Contributions
- $0
- Grants paid
- $124,523
-
2022
- Revenue
- $0
- Expenses
- $8,442
- Contributions
- $0
- Grants paid
- $0
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Grants made
-
$124,523
2023 To benefit teaching and learning at Wake Forest University
Grants received
-
2024 FOR GENERAL SUPPORT
-
2023 FOR GENERAL SUPPORT
-
2022 FOR GENERAL SUPPORT.
Related organizations
From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.
Declared on its 2023 return
-
501(c)(3) · Education and Research · NC
-
Wake Forest University Foundation
501(c)(3) · Real Estate Holding & Management · NC
-
Wake Forest University Health Sciences
501(c)(3) · Medical Education, Research & Patient Care · NC
-
501(c)(3) · Art Museum · NC
-
Fundacion Educacional Wake Forest Chile
501(c)(3) · Study Abroad Education · CI
-
Wake Forest Univ Health Sciences Group
501(c)(3) · Kidney dialysis treatment centers · NC
-
Wake Forest Innovation Quarter Development Company
501(c)(6) · Research Park development · NC
-
501(c)(3) · Research park development oversight · NC
-
RegenMed Development Organization
501(c)(3) · Education supporting Regenerative Med. · NC
-
Wake Forest Innovation Quarter CDC
501(c)(3) · Research Park & community economic devel · NC
-
Childress Institute for Pediatric Trauma
501(c)(3) · Medical Research · NC
-
Wake Forest Emergency Providers
501(c)(3) · Operates Primary Care Clinics · NC
Declared as related by
-
On its 2024 return
-
WAKE FOREST UNIVERSITY HEALTH SCIENCES
On its 2024 return
-
On its 2024 return as a controlled entity
-
WAKE FOREST UNIVERSITY FOUNDATION
On its 2023 return
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Listed as of 10 September 2026, under deductibility SOUNK.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.