Cherry Bekaert Foundation logo

Cherry Bekaert Foundation

RALEIGH, NC EIN: 92-1413859 Website

CHERRY BEKAERT FOUNDATION IS COMMITTED TO CARRYING OUT OUR VALUE OF MAKING A DIFFERENCE IN OUR COMMUNITIES. WE ARE FOCUSED ON IMPACTING WHERE WE LIVE AND WORK THROUGH VOLUNTEERISM AND FINANCIAL SUPPORT OF NATIONAL AND LOCAL ORGANIZATIONS. OUR DEDICATION TO STRENGTHENING OUR COMMUNITIES AND BUILDING FOR A BETTER TOMORROW IS AT THE HEART OF WHAT WE DO.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$884K

-21.5% YoY

Annual Giving

$188K

+1546.5% YoY

Grant Count

7

+250.0% YoY

Avg Grant Size

$27K

+370.4% YoY

About Cherry Bekaert Foundation

Based on IRS filings

Cherry Bekaert Foundation is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in RALEIGH, NC. IRS filing data is available from 2023 through 2024. As of 2024, the organization holds $884K in total assets. In 2024, it awarded 7 grants totaling $188K. Net investment income was $27K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

7states

Cities

AtlantaAugustaColorado SpringsIndianapolisNashvilleSanta BarbaraTallahasseeTampaWashington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$315K$629K$944K$1M20232024
Metric20242023
Total Assets$884,109$1,126,314
Revenue$174,149$1,143,971
Expenses$386,329$55,691
Qualifying Distributions
Net Investment Income$27,421$2,195
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$47K$94K$141K$188K2 grants20237 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2024

JUNIOR ACHIEVEMENT USA$100KAMERICAN RED CROSS$18KDIRECT RELIEF$18KFEEDING FLORIDA INC$18KTHE SALVATION ARMY - EME…$18KOASIS OPPORTUNITIES$10KPEOPLE LOVING NASHVILLE$6K

Grant Size Distribution

9 grants across all recorded years

8<$50K$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
SUSAN MOSERPRESIDENT5
MATTHEW SOCHATREASURER & SECRETARY3
LUIS GALLARDOSECRETARY (THRU 9/2024)1
ANN BEHRENSDIRECTOR1
JACKIE CONNORDIRECTOR1
CYNTHIA DANIELDIRECTOR1
AMY DOSIKDIRECTOR (THRU 9/2024)1
DOUG HELMDIRECTOR1
MELISSA QUINNDIRECTOR1
BRAD SMITHDIRECTOR1
MITCHELL WEINTRAUBDIRECTOR1

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

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

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