Battier Take Charge Foundation
Battier Take Charge Foundation is a public charity based in Charlotte, North Carolina. It supports young people through college scholarships, mentorship, networking, and leadership training, with programs serving students from Miami, Camden, and Detroit and continued support for scholars from previously served communities, including Houston.
Battier Take Charge Foundation at a glance
In short: Battier Take Charge Foundation gave $341K across 16 grants in 2025 (avg $21K), top state Florida. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $340,955
- -2.3% vs 2024
- Grants made (2025)
- 16
- +33.3% vs 2024
- Average grant
- $21,310
- -26.7% vs 2024
- Median grant
- $12,128
- Total assets
- $4,468,569
- +30.7% vs 2024
- Primary geography
- Florida (46% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
How to apply to Battier Take Charge Foundation
- Contact
Mailing address: 338 S Sharon Amity Road 201, Charlotte, NC 28211
Phone: (704) 493-9857
Website: https://battiertakecharge.org
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Battier Take Charge Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Big Brothers Big Sisters of America ($126K). Together the top 10 received $300K.
Grant Size Distribution
46 grants across all recorded years
The most common grant size was under $50K: 42 grants of 46 (91%).
Geographic Focus
Where this funder awards grants
The foundation’s stated program communities include Miami, Camden, and Detroit, with ongoing support for scholars and alumni from previously served communities, including Houston. Its Guide Program serves high school students in Miami and Camden; the foundation described planning efforts to expand that program to Detroit beginning in the 2025–2026 academic year.
Among its 2025 grant dollars, 46% went to recipients in Florida, 24% to New Jersey, 14% to Pennsylvania, 5% to Arizona, and 4% to Tennessee.
Grant Distribution by State
Share of 2025 grant dollars across all 16 itemized grants.
States
Cities
How Battier Take Charge Foundation gives
Estimate from itemized grant lists in IRS Form 990 filings (2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $10K (2023) to $349K (2024). In 2025 it made 16 grants totaling $341K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Big Brothers Big Sisters of America Tampa, FL | General | $125,991 |
| Drexel University Philadelphia, PA | General | $36,726 |
| Rowan University Glassboro, NJ | General | $33,967 |
| Stockton University Galloway, NJ | General | $21,450 |
| Grand Canyon Univeristy Phoenix, AZ | General | $18,204 |
| Florida International University Miami, FL | General | $15,521 |
| Tennessee State University Nashville, TN | General | $14,001 |
| Rutgers University New Brunswick, NJ | General | $12,256 |
| Thomas Jefferson University Philadelphia, PA | General | $12,000 |
| Rider University Lawrenceville, NJ | General | $9,419 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $4,468,569 | $1,742,116 | $1,532,051 | $340,955 | 16 | $138,180 |
| 2024 | $3,417,744 | $1,674,376 | $1,383,266 | $348,808 | 12 | $121,069 |
| 2023 | $2,824,053 | $459,536 | $458,481 | $10,113 | 2 | $27,142 |
| 2022 | $2,796,712 | $1,092,862 | $810,269 | $177,849 | 12 | $97,207 |
| 2021 | $2,510,061 | $842,158 | $686,027 | $267,045 | 4 | $114,104 |
| 2020 | $2,519,766 | $715,186 | $431,081 | $25,472 | 3 | $80,849 |
| 2019 | $2,184,740 | $699,180 | $838,120 | $291,087 | 5 | $108,821 |
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The foundation states that its mission is to help promising young people take charge of their lives and reach their potential through college scholarships, mentorship, networking, and leadership training. Its programs aim to reduce financial barriers to higher education and support college persistence, leadership development, career preparation, and long-term success.
The Battier Scholars Program provides scholarships and ongoing guidance to students from the foundation’s current scholarship communities, with continued support for scholars and alumni from earlier communities. The Battier Guide Program provides college-access resources, mentoring, and educational support to high school students in Miami and Camden. Go Beyond offers Battier Scholars additional financial assistance and educational opportunities, such as study abroad, academic enrichment, internships, and professional licensure preparation. Its grant initiative is for Battier Scholars seeking support beyond their scholarship awards, rather than a grant program for outside applicants.
Grantmaking
In filing year 2025, the foundation reported 16 grants totaling $340,955. Grant amounts ranged from $5,382 to $125,991, with a median of $12,128. The listed grant purposes are “GENERAL.” The largest grants included $125,991 to Big Brothers Big Sisters of America, $36,726 to Drexel University, $33,967 to Rowan University, and $21,450 to Stockton University.
The grants went to a mix of universities and other organizations. Big Brothers Big Sisters of America describes its mission as providing children facing adversity with professionally supported one-to-one relationships. Drexel University describes its mission as preparing students for professional and civic lives while applying its expertise to societal problems. Other listed recipients included Grand Canyon University ($18,204), Florida International University ($15,521), Tennessee State University ($14,001), Rutgers University ($12,256), Thomas Jefferson University ($12,000), Rider University ($9,419), the University of Florida ($9,066), and Louisiana State University ($8,000).
The foundation’s filing states that program grant funds are paid directly to colleges and universities on behalf of students in its programs. Students must provide proof of enrollment and course completion twice a year; the foundation also reviews bursar records to confirm how payments are applied and works to address financial-aid displacement.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Shane Battier as president and director, Heidi Battier as vice president, and Lorron James, Becky McCarron, Ellen Morey, and Maurice McDaniel as board members. It lists Newell Fleming as executive director. The foundation’s website identifies Shane Battier as founder, Heidi Battier as founder and chief program officer, and Newell Fleming as executive director.
Battier Take Charge Foundation is led by Newell Fleming, Executive Director on every filing since 2019; 1 of 7 officers listed in 2025 is compensated.
Officers on the 2025 filing
Newell Fleming
Executive Director
On filings since 2019
40 hrs/week
$99K (2019) → $172K (2025)
Shane Battier
President & Director
On filings since 2019
10 hrs/week
No compensation reported
Heidi Battier
Vice President
On filings since 2019
10 hrs/week
No compensation reported
Becky McCarron
Board Member
On filings since 2020
4 hrs/week
No compensation reported
Ellen Morey
Board Member
On filings since 2020
2 hrs/week
No compensation reported
Lorron James
Board Member
On filings since 2020
1 hr/week
No compensation reported
Maurice McDaniel
Board Member
On filings since 2023
2 hrs/week
No compensation reported
Former officers (3)
- Former: Dan Whyte (2019–2023) — Board Member
- Former: Sandy Grossman (2019–2023) — Board Member
- Former: Isabel Santo Tomas (2019) — Board Member
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $172K, to Newell Fleming (Executive Director).
Frequently asked questions about Battier Take Charge Foundation
How much does Battier Take Charge Foundation give each year?
Battier Take Charge Foundation gave $341K across 16 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $349K across 12 grants.
What is Battier Take Charge Foundation's typical grant size?
Battier Take Charge Foundation's median grant in 2025 was $12,128, and its average grant was $21,310, across 16 grants on its 2025 IRS Form 990.
Where does Battier Take Charge Foundation give grants?
Battier Take Charge Foundation's top state is Florida, with 46% of the grant dollars itemized on its 2025 IRS Form 990. The next largest states were New Jersey (24%) and Pennsylvania (14%). The most frequent recipient cities were Philadelphia, PA (2 grants).
Does Battier Take Charge Foundation give general operating support?
Yes: 100% of Battier Take Charge Foundation's 2025 grants with a stated purpose (16 of 16) were for general or operating support, per its 2025 IRS Form 990.
Who are Battier Take Charge Foundation's largest grantees?
Battier Take Charge Foundation's largest 2025 grantees include Big Brothers Big Sisters of America ($125,991), Drexel University ($36,726) and Rowan University ($33,967), according to its 2025 IRS Form 990. Together they received 58% of its itemized 2025 grant dollars.
How large is Battier Take Charge Foundation?
Battier Take Charge Foundation reported $4.5M in total assets on its 2025 IRS Form 990. Its revenue that year was $1.7M.
What does Battier Take Charge Foundation fund?
The foundation states that its mission is to help promising young people take charge of their lives and reach their potential through college scholarships, mentorship, networking, and leadership training. See mission & focus areas ↑
How do I apply for a grant from Battier Take Charge Foundation?
Battier Take Charge Foundation has no public application process in the sources Grantable reviewed. Check battiertakecharge.org for current guidelines, or contact the foundation directly before submitting a request.
What is Battier Take Charge Foundation's EIN?
Battier Take Charge Foundation's EIN (Employer Identification Number) is 27-1832986. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings. Research dossier generated September 2026.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS November 11, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS November 14, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS November 15, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS June 17, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS June 10, 2025)
- Added Form 990 for fiscal year 2019 (received by the IRS April 6, 2021)
- Added Form 990 for fiscal year 2025 (received by the IRS June 15, 2026)
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). Battier Take Charge Foundation funder profile. GrantGraph. Retrieved October 11, 2026, from https://grantable.co/funders/battier-take-charge-foundation-morg_ae1a124a077645fe911130f5f9940b9c
BibTeX
@misc{grantable_271832986_2026,
author = {{Grantable}},
title = {{Battier Take Charge Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/battier-take-charge-foundation-morg_ae1a124a077645fe911130f5f9940b9c},
note = {Accessed 2026-10-11. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Battier Take Charge Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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