Nonprofit · EIN 82-2910432
BRIGHTHOUSE FINANCIAL FOUNDATION
Tax-exempt · CHARLOTTE, NC 28277
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $819,782 | $866,329 | -$46,547 | $11,151,988 | $0 | $11,151,988 |
| December 31, 2024 | 990-PF | $407,838 | $1,024,334 | -$616,496 | $10,501,361 | $0 | $10,501,361 |
| December 31, 2023 | 990-PF | $183,471 | $846,794 | -$663,323 | $9,923,734 | $0 | $9,923,734 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $207,238
- Net gain from sales of assets
- $612,544
Expenses
- Grants and similar amounts paid
- $808,441
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $810,125
- Excise tax on investment income
- $10,767
Balance sheet and other
- Total assets, start of year
- $10,501,361
- Total assets, end of year
- $11,151,988
- Total liabilities, end of year
- $0
- Net assets, end of year
- $11,151,988
- Fair market value of assets
- $11,151,988
- Qualifying distributions
- $810,125
- Net investment income
- $819,782
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-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARIA TARHANIDIS 11225 NORTH COMMUNITY HOUSE ROAD, CHARLOTTE, NC 282774435 | VICE PRESIDENT | 0.58 | $0 |
| ERIC STEIGERWALT 11225 NORTH COMMUNITY HOUSE ROAD, CHARLOTTE, NC 282774435 | CHIEF EXECUTIVE OFFICER | 0.15 | $0 |
| MEGHAN LANTIER 11225 NORTH COMMUNITY HOUSE ROAD, CHARLOTTE, NC 282774435 | VICE PRESIDENT | 3.08 | $0 |
| JOHN ROSENTHAL 11225 NORTH COMMUNITY HOUSE ROAD, CHARLOTTE, NC 282774435 | SENIOR VICE PRESIDENT | 0.19 | $0 |
| PERRY PAO 11225 NORTH COMMUNITY HOUSE ROAD, CHARLOTTE, NC 282774435 | VICE PRESIDENT | 0.19 | $0 |
| MARIANA ORIHEL 11225 NORTH COMMUNITY HOUSE ROAD, CHARLOTTE, NC 282774435 | VICE PRESIDENT | 0.19 | $0 |
| CRYSTAL DUNHAM 11225 NORTH COMMUNITY HOUSE ROAD, CHARLOTTE, NC 282774435 | MANAGER | 24.62 | $0 |
| JEFF HALPERIN 11225 NORTH COMMUNITY HOUSE ROAD, CHARLOTTE, NC 282774435 | SENIOR VICE PRESIDENT | 0 | $0 |
| JAMES GRADY 11225 NORTH COMMUNITY HOUSE ROAD, CHARLOTTE, NC 282774435 | SENIOR MANAGING DIRECTOR | 0.08 | $0 |
990-PF for the year ended December 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARIA TARHANIDIS 11225 NORTH COMMUNITY HOUSE ROAD, CHARLOTTE, NC 282774435 | VICE PRESIDENT | 0.58 | $0 |
| ERIC STEIGERWALT 11225 NORTH COMMUNITY HOUSE ROAD, CHARLOTTE, NC 282774435 | CHIEF EXECUTIVE OFFICER | 0.15 | $0 |
| MEGHAN LANTIER 11225 NORTH COMMUNITY HOUSE ROAD, CHARLOTTE, NC 282774435 | VICE PRESIDENT | 3.08 | $0 |
| JOHN ROSENTHAL 11225 NORTH COMMUNITY HOUSE ROAD, CHARLOTTE, NC 282774435 | SENIOR VICE PRESIDENT | 0.19 | $0 |
| PERRY PAO 11225 NORTH COMMUNITY HOUSE ROAD, CHARLOTTE, NC 282774435 | VICE PRESIDENT | 0.15 | $0 |
| MARIANA ORIHEL 11225 NORTH COMMUNITY HOUSE ROAD, CHARLOTTE, NC 282774435 | VICE PRESIDENT | 0.15 | $0 |
| CRYSTAL DUNHAM 11225 NORTH COMMUNITY HOUSE ROAD, CHARLOTTE, NC 282774435 | MANAGER | 24.62 | $0 |
| JEFF HALPERIN 11225 NORTH COMMUNITY HOUSE ROAD, CHARLOTTE, NC 282774435 | SENIOR VICE PRESIDENT | 0 | $0 |
990-PF for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARIA TARHANIDIS 11225 NORTH COMMUNITY HOUSE ROAD, CHARLOTTE, NC 282774435 | INVESTMENTS | 0.96 | $0 |
| ERIC STEIGERWALT 11225 NORTH COMMUNITY HOUSE ROAD, CHARLOTTE, NC 282774435 | CHAIR | 0.19 | $0 |
| MEGHAN LANTIER 11225 NORTH COMMUNITY HOUSE ROAD, CHARLOTTE, NC 282774435 | DIRECTOR | 3.08 | $0 |
| JOHN ROSENTHAL 11225 NORTH COMMUNITY HOUSE ROAD, CHARLOTTE, NC 282774435 | DIRECTOR | 0.23 | $0 |
| PERRY PAO 11225 NORTH COMMUNITY HOUSE ROAD, CHARLOTTE, NC 282774435 | VICE PRESIDENT | 0.19 | $0 |
| MARIANA ORIHEL 11225 NORTH COMMUNITY HOUSE ROAD, CHARLOTTE, NC 282774435 | DIVISIONAL VICE PRESIDENT | 0.19 | $0 |
| CRYSTAL DUNHAM 11225 NORTH COMMUNITY HOUSE ROAD, CHARLOTTE, NC 282774435 | DIRECTOR | 24.62 | $0 |
| MAYER NAIMAN 11225 NORTH COMMUNITY HOUSE ROAD, CHARLOTTE, NC 282774435 | TAX | 0.48 | $0 |
| CHRIS HARTSFIELD 11225 NORTH COMMUNITY HOUSE ROAD, CHARLOTTE, NC 282774435 | DIRECTOR | 0.48 | $0 |
Address and contacts
- Address (IRS master file)
- 11225 N COMMUNITY HOUSE RD, CHARLOTTE, NC 28277-4435
- In care of
- % THERESA FOUST
- Signed the 990-PF
- MEGHAN LANTIER, PRESIDENT
- Phone
- (980) 949-3731
- Return prepared by
- DELOITTE TAX LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 82-2910432
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2018
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $11,151,988
- Income (IRS master file)
- $2,831,841
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $819,782 | $866,329 | $11,151,988 | IRS |
| 990-PF | December 2024 | $407,838 | $1,024,334 | $10,501,361 | IRS |
| 990-PF | December 2023 | $183,471 | $846,794 | $9,923,734 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 82-2910432).
Questions about BRIGHTHOUSE FINANCIAL FOUNDATION
- What is the EIN of BRIGHTHOUSE FINANCIAL FOUNDATION?
- The employer identification number (EIN) of BRIGHTHOUSE FINANCIAL FOUNDATION is 82-2910432.
- Is BRIGHTHOUSE FINANCIAL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to BRIGHTHOUSE FINANCIAL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BRIGHTHOUSE FINANCIAL FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BRIGHTHOUSE FINANCIAL FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BRIGHTHOUSE FINANCIAL FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of BRIGHTHOUSE FINANCIAL FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does BRIGHTHOUSE FINANCIAL FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $819,782, expenses of $866,329 and total assets of $11,151,988 at year end.
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All nonprofits in CHARLOTTE · North Carolina · Philanthropy, voluntarism and grantmaking foundations