Educational Foundation
SEE SCHEDULE O
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$423.1M
+8.2% YoY
Annual Giving
$15.4M
+9.9% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$15.4M
+9.9% YoY
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $423,089,958 | $390,931,229 | $400,369,374 |
| Revenue | $23,391,900 | $25,424,536 | $25,037,284 |
| Expenses | $15,179,740 | $14,052,980 | $12,994,195 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $16,590,603 | $15,386,308 | $13,981,575 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Educational Foundation fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| KEN WILLIAMS | INVESTMENT COMMITTEE MEMBE | — | — |
| TOM CHEWNING | INVESTMENT COMMITTEE MEMBE | — | — |
| LOWRY CAUDILL | INVESTMENT COMMITTEE MEMBE | — | — |
| DWIGHT STONE | INVESTMENT COMMITTEE MEMBE | — | — |
| FRANK BRENNER | INVESTMENT COMMITTEE MEMBE | — | — |
| JOHN MONTGOMERY | EXECUTIVE DIRECTOR | — | — |
| KEN MACK | SENIOR ASSSOCIATE EXECUTIV | — | — |
| DIANE ALDRIDGE | CFO & GENERAL COUNSEL | — | — |
| MATT TERRELL | CHIEF STRATEGY & COMMUNICA | — | — |
| EMILY COBLE | SENIOR DIRECTOR OF FINANCE | — | — |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
North Carolina $66.1M (100%)
States
Cities
Chapel Hill
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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