Challenge Fund

CHAPEL HILL, NC EIN: 56-6059951

Challenge Fund is a private foundation focused on Arts and culture, based in CHAPEL HILL, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.2M in total assets. In 2024, it awarded 18 grants totaling $255K. Net investment income was $311K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$4.2M

+1.1% YoY

Annual Giving

$255K

-2.9% YoY

Grant Count

18

+63.6% YoY

Avg Grant Size

$14K

-40.7% YoY

Under IRS private-foundation payout rules, Challenge Fund reported a distributable amount of $279K for 2024 — the minimum it must pay out in qualifying distributions.

About Challenge Fund

Based on IRS filings

Challenge Fund is a private foundation focused on Arts and culture, based in CHAPEL HILL, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.2M in total assets. In 2024, it awarded 18 grants totaling $255K. Net investment income was $311K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

10states
+2 more states

Cities

ArlingtonBronxCarrboroCaryChapel HillCharlottesvilleDurhamEugeneFrederickMarshallMontgomeryNew YorkNewportPittsboroRaleighRidgefieldSan FranciscoSanta BarbaraSeattleVint Hill

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$121K$241K$362K$483K20202021202220232024
Metric202420232022
Total Assets$4,223,674$4,178,599$4,539,556
Revenue$334,058$-66,733$62,798
Expenses$288,983$294,224$327,481
Qualifying Distributions$266,308$273,751$289,500
Net Investment Income$311,383$68,082$47,464
Distributable Amount$278,578$252,692$262,867

Giving Over Time

Total grant dollars and number of grants per year

$0$72K$145K$217K$290K11 grants202015 grants202116 grants202211 grants202318 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

COMMUNITY ENVIRONMENTAL …$25KEDC CHARITABLE TRUST$25KFOOD BANK OF SANTA BARBA…$25KTHE BRENNAN CENTER FOR J…$25KAMERICAN BIRD CONSERVANCY$20KEARTHJUSTICE$20KEQUAL JUSTICE INITIATIVE$20KAMERICAN CIVIL LIBERTIES…$10KCLUB NOVA COMMUNITY INC$10KHOPE RENOVATIONS$10K

Grant Size Distribution

71 grants across all recorded years

68<$50K2$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Community Environmental Council ($25,000), Edc Charitable Trust ($25,000), Food Bank of Santa Barbara County ($25,000).

RecipientPurposeAmount
AMERICAN BIRD CONSERVANCY MARSHALL, VAGENERAL SUPPORT$20,000
AMERICAN CIVIL LIBERTIES UNION FOUNDATION NEW YORK, NYGENERAL SUPPORT$10,000
BIG LIFE FOUNDATION USA RIDGEFIELD, WAGENERAL SUPPORT$5,000
CLUB NOVA COMMUNITY INC CARRBORO, NCGENERAL SUPPORT$10,000
COMMUNITY ENVIRONMENTAL COUNCIL SANTA BARBARA, CAGENERAL SUPPORT$25,000
EARTHJUSTICE SAN FRANCISCO, CAGENERAL SUPPORT$20,000
EDC CHARITABLE TRUST WALTHAM, MAGENERAL SUPPORT$25,000
EQUAL JUSTICE INITIATIVE MONTGOMERY, ALGENERAL SUPPORT$20,000
FOOD BANK OF SANTA BARBARA COUNTY SANTA BARBARA, CAGENERAL SUPPORT$25,000
HOPE RENOVATIONS CHAPEL HILL, NCGENERAL SUPPORT$10,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

H SMITH RICHARDSON IIIDIRECTOR$7K

From 2024 filing

NameTitleHoursCompensation
H SMITH RICHARDSON IIIDIRECTOR1.5$6,920
ANN PAGE RICHARDSONDIRECTOR0.5
CARY R PAYNTERDIRECTOR0.5

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Challenge Fund?

Challenge Fund is a private foundation focused on Arts and culture, based in CHAPEL HILL, NC. It holds $4.2M in total assets as of 2024.

How large is Challenge Fund?

As of 2024, Challenge Fund holds $4.2M in total assets with $334K in annual revenue. It awarded 18 grants totaling $255K in 2024.

Where does Challenge Fund operate?

Challenge Fund has awarded grants in Alabama, California, District of Columbia, Massachusetts, Maryland, North Carolina, New York, Oregon, Virginia, Washington.

What size grants does Challenge Fund award?

In 2024, Challenge Fund awarded 18 grants totaling $255K — an average of about $14K per grant, based on its IRS Form 990 filings.

How much is Challenge Fund required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Challenge Fund reported a distributable amount of $279K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Challenge Fund's EIN?

Challenge Fund's EIN (Employer Identification Number) is 56-6059951. IRS Form 990 filing data is available on this page for 2020–2024.

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Related Funders

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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