Nonprofit · EIN 56-6059417
THE FOUNDATION OF THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INC
Tax-exempt · CHARLOTTE, NC 28223
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $61,259,638 | $27,418,878 | $33,840,760 | $462,343,134 | $133,862,907 | $328,480,227 |
| June 30, 2024 | 990 | $22,862,049 | $30,903,080 | -$8,041,031 | $339,313,829 | $67,643,974 | $271,669,855 |
| June 30, 2023 | 990 | $23,706,211 | $20,363,456 | $3,342,755 | $331,513,434 | $68,819,246 | $262,694,188 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $49,633,884
- Program service revenue
- $0
- Investment income
- $5,068,638
- Net rental income
- $5,968,136
- Net gain from sales of assets
- $3,341,905
- Other revenue
- $6,557,116
Expenses
- Grants and similar amounts paid
- $18,446,492
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $10,617
- Accounting fees
- $47,610
- Occupancy
- $1,693,009
- Travel
- $141,283
- Depreciation
- $1,053,696
- Program services (functional)
- $22,875,726
- Management and general (functional)
- $4,429,196
- Fundraising (functional)
- $113,956
Balance sheet and other
- Total assets, start of year
- $339,313,829
- Total assets, end of year
- $462,343,134
- Total liabilities, end of year
- $133,862,907
- Net assets, end of year
- $328,480,227
- Land, buildings and equipment
- $70,759,658
- Publicly traded securities
- $16,193,632
- Net assets without donor restrictions
- $30,286,829
- Net assets with donor restrictions
- $298,193,398
- Gross receipts
- $82,679,438
- Employees
- 0
- Volunteers
- 29
- Year formed
- 1963
- State of legal domicile
- NC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BETH CRIGLER | PRESIDENT Officer | 12 | $0 | $317,360 | $87,091 |
| DR RICHARD AMON | TREASURER Trustee or director, Officer | 1 | $0 | $283,316 | $60,251 |
| TAMMIE BOYD | SECRETARY Officer | 12 | $0 | $183,018 | $46,032 |
| GENE B JOHNSON | CHAIR Trustee or director | 1 | $0 | $0 | $0 |
| BRYAN A DELANEY | VICE CHAIR Trustee or director | 1 | $0 | $0 | $0 |
| DONNIE KOONCE | VICE CHAIR Trustee or director | 1 | $0 | $0 | $0 |
| GEORGE G KROUSTALIS | VICE CHAIR Trustee or director | 1 | $0 | $0 | $0 |
| GREGORY S ROSS | VICE CHAIR Trustee or director | 1 | $0 | $0 | $0 |
| EMMA S ALLEN | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| AMY KLEIN AZNAR | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| PAUL BATES | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DR CRAIG R BROWN | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| TANYA BROWN | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BO CAUBLE | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DAVID H COBLE | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
17 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LARRY COLBOURNE | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 |
| AMANDA WEISIGER CORNELSON | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 |
| JEFFREY JEFF FLOYD | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 |
| THERESA FOUST | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 |
| JOE FRANCO | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 |
| SHARON GABER | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 |
| JOHNATHAN HILL | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 |
| SUSAN N JAMISON | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 |
| RYAN LAMBERT | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 |
| TRACY E MONTROSS | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 |
| CHRISTOPHER CHRIS MOXLEY | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 |
| KERR Y PUTNEY | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 |
| ROBERT A ROWELL | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 |
| CHARLES SIMMS | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 |
| NICK SULAK | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 |
| ANNE M TOMPKINS | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 |
| PAULA R VINCENT | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 37 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BETH CRIGLER | PRESIDENT Officer | 12 | $0 | $272,396 | $83,376 |
| DR RICHARD AMON | TREASURER Trustee or director, Officer | 1 | $0 | $265,253 | $56,565 |
| TAMMIE BOYD | SECRETARY Officer | 12 | $0 | $164,916 | $42,154 |
| SUSAN DEVORE | CHAIRMAN Trustee or director | 1 | $0 | $0 | $0 |
| RUSSELL M ROBINSON II | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT AIKEN | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| EMMA S ALLEN | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| HENRY ATKINS | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| PAUL BATES | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DR CRAIG R BROWN | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| TANYA BROWN | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| AMANDA WEISIGER CORNELSON | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BRYAN A DELANEY | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| LARRY R FERGUSON | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JEFFREY JEFF FLOYD | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| THERESA FOUST | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SHARON GABER | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JOANNA GAMMON | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| GEOFFREY D GRAY | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JOE HANEL | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JULIE S HARRIS | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SUSAN N JAMISON | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DONNIE KOONCE | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| GEORGE G KROUSTALIS | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DR PETER A LARKIN | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| D ERIC MILLER | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| TRACY MONTROSS | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CHRISTOPHER CHRIS MOXLEY | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| KERR Y PUTNEY | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| T EDMUND RAST | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| GREGORY S ROSS | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT A ROWELL | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ANDREW J SHENE | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ANNE M TOMPKINS | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| PAULA R VINCENT | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JANE WU | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| KAREN J ZAPATA | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 38 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DR RICHARD AMON | TREASURER Trustee or director, Officer | 1 | $0 | $280,212 | $45,929 |
| BETH CRIGLER | PRESIDENT Officer | 12 | $0 | $218,810 | $73,166 |
| TAMMIE BOYD | SECRETARY Officer | 12 | $0 | $152,168 | $40,963 |
| SUSAN DEVORE | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| FRENCHIE WILSON BROWN | EX-OFFICIO ALUM PRES Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ROBERT AIKEN | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| EMMA S ALLEN | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| HENRY ATKINS | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| PAUL BATES | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DR CRAIG R BROWN | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| TANYA BROWN | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| AMANDA WEISIGER CORNELSON | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BRYAN A DELANEY | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| LARRY R FERGUSON | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JEFFREY JEFF FLOYD | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| THERESA FOUST | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SHARON GABER | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JOANNA GAMMON | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| GEOFFREY D GRAY | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JOE HANEL | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JULIE S HARRIS | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SUSAN N JAMISON | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DONNIE KOONCE | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| GEORGE G KROUSTALIS | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DR PETER A LARKIN | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| D ERIC MILLER | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| TRACY MONTROSS | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CHRISTOPHER CHRIS MOXLEY | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| KERR Y PUTNEY | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| T EDMUND RAST | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| RUSSELL M ROBINSON II | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| GREGORY S ROSS | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT A ROWELL | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ANDREW J SHENE | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ANNE M TOMPKINS | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| PAULA R VINCENT | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JANE WU | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| KAREN J ZAPATA | INDIVIDUAL TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 9201 UNIVERSITY CITY BLVD REESE 411, CHARLOTTE, NC 28223-0001
- Principal officer (990 for 2024)
- BETH CRIGLER, 9201 UNIVERSITY CITY BLVD REESE 411, CHARLOTTE, NC 282230001
- Signed the 990
- DR RICHARD AMON, TREASURER
- Phone
- (704) 687-5806
- Return prepared by
- RSM US LLP
Mission
THE FOUNDATION OF UNC CHARLOTTE RECEIVES CONTRIBUTIONS TO PROMOTE AND DEVELOP THE ACADEMIC AND EDUCATIONAL PURPOSE OF UNC CHARLOTTE BY PROVIDING SUPPORT FOR OPERATIONS, EDUCATIONAL PROGRAMS, AND SCHOLARSHIPS FOR THE UNIVERSITY AND ITS STUDENTS.
Program accomplishments
- DISBURSEMENTS TO UNC CHARLOTTE TO SUPPORT STUDENT FINANCIAL AID AND STUDENT SERVICES.Expenses $11,078,232 · grants $7,931,842 · revenue $34,881,102
- DISBURSEMENTS TO UNC CHARLOTTE FOR SCIENTIFIC AND EDUCATIONAL RESEARCH PROGRAMS, GENERAL ACADEMIC SUPPORT FOR FACULTY, AND CONTINUING EDUCATION.Expenses $6,256,784 · grants $5,990,725 · revenue $6,267,875
- DISBURSEMENTS TO UNC CHARLOTTE FOR ACADEMIC INSTRUCTION AND ACADEMIC SUPPORT FOR FACULTY.Expenses $1,574,455 · grants $1,573,117 · revenue $2,226,949
- OTHER INSTITUTIONAL SUPPORT AND COMMUNITY INVOLVEMENTExpenses $3,966,255 · grants $2,950,808 · revenue $6,257,955
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 56-6059417
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1963
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $462,343,134
- Income (IRS master file)
- $82,679,438
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $61,259,638 | $27,418,878 | $462,343,134 | XML |
| 990 | June 2024 | $22,862,049 | $30,903,080 | $339,313,829 | XML |
| 990 | June 2023 | $23,706,211 | $20,363,456 | $331,513,434 | XML |
| 990 | June 2022 | $30,887,387 | $19,591,739 | $321,969,429 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 56-6059417).
Questions about THE FOUNDATION OF THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INC
- What is the EIN of THE FOUNDATION OF THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INC?
- The employer identification number (EIN) of THE FOUNDATION OF THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INC is 56-6059417.
- Is THE FOUNDATION OF THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1963.
- Are donations to THE FOUNDATION OF THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE FOUNDATION OF THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THE FOUNDATION OF THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE FOUNDATION OF THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of THE FOUNDATION OF THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INC?
- The 990 for the year ended June 30, 2025 names BETH CRIGLER.
- Who are the officers and directors of THE FOUNDATION OF THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INC?
- The 990 for the year ended June 30, 2025 lists 32 people; 0 received compensation from the organization.
- How much revenue does THE FOUNDATION OF THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $61,259,638, expenses of $27,418,878 and total assets of $462,343,134 at year end.
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