Educational Foundation Scholarship Endowment Trust
Educational Foundation Scholarship Endowment Trust at a glance
In short: Educational Foundation Scholarship Endowment Trust gave $16.6M across 1 grant in 2025 (avg $16.6M), mostly in North Carolina. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $16,596,503
- +8.1% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $16,596,503
- +8.1% vs 2024
- Median grant
- $16,596,503
- Total assets
- $448,727,300
- +6.1% vs 2024
- Primary geography
- North Carolina (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who Educational Foundation Scholarship Endowment Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was The Educational Foundation Inc ($16.6M).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was $5M or more: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Educational Foundation Scholarship Endowment Trust gives
- Giving grew 30% from 2022 to 2025. Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $11.1M (2019) to $16.6M (2025). In 2025 it made 1 grant totaling $16.6M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Educational Foundation Inc Chapel Hill, NC | Scholarships | $16,596,503 |
Ready to take the next step with Educational Foundation Scholarship Endowment Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $448,727,300 | $19,702,991 | $16,848,333 | $16,596,503 | 1 | $17,541,895 |
| 2024 | $423,089,958 | $23,391,900 | $15,179,740 | $15,351,880 | 1 | $16,590,603 |
| 2023 | $390,931,229 | $25,424,536 | $14,052,980 | $13,975,259 | 1 | $15,386,308 |
| 2022 | $400,369,374 | $25,037,284 | $12,994,195 | $12,761,763 | 1 | $13,981,575 |
| 2021 | $389,903,195 | $25,351,334 | $12,344,558 | $12,238,117 | 1 | $12,756,316 |
| 2020 | $284,255,415 | $17,928,472 | $11,748,217 | $11,737,620 | 1 | $12,352,180 |
| 2019 | $287,135,487 | $21,579,390 | $11,260,488 | $11,130,828 | 1 | $11,894,723 |
About Educational Foundation Scholarship Endowment Trust
Based on IRS filings
Educational Foundation Scholarship Endowment Trust is a public charity focused on Education, based in Chapel Hill, NC. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $448.7M in total assets. In 2025, it awarded 1 grant totaling $16.6M. Net investment income was $17.5M.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
Educational Foundation Scholarship Endowment Trust is led by John Montgomery, Executive Director on every filing since 2019; none of the 10 officers listed in 2025 report compensation.
Officers on the 2025 filing
John Montgomery
Executive Director
On filings since 2019
No compensation reported
Emily Coble
Senior Director of Finance
On filings since 2022
No compensation reported
Diane Aldridge
CFO & General Counsel
On filings since 2019
No compensation reported
Dwight Stone
Investment Committee Member
On filings since 2019
No compensation reported
Matt Terrell
Chief Strategy & Communications
Chief Strategy & Committee Officer → Chief Strategy & Communications Officer, 2022
Chief Strategy & Communications Officer → Chief Strategy & Communications, 2023
On filings since 2019
No compensation reported
Frank Brenner
Investment Committee Member
Investments Committee Member → Investment Committee Member, 2022
On filings since 2020
No compensation reported
Lowry Caudill
Investment Committee Member
On filings since 2021
No compensation reported
Tom Chewning
Investment Committee Member
On filings since 2021
No compensation reported
Ken Mack
Senior Associate Executive
Senior Asssociate Executive Director for Operations → Senior Asssociate Executive, 2023
Senior Asssociate Executive → Senior Associate Executive, 2025
On filings since 2022
No compensation reported
Vaughn Moore
Investment Committee Member
New on the 2025 filing
No compensation reported
Former officers (5)
- Former: Ken Williams (2019–2024) — Investment Committee Member
- Former: Munroe Cobey (2019–2022) — Investment Committee Member
- Former: Dawn McPherson (2019–2021) — Chief Operating Officer
- Former: Chris Smith (2019–2020) — Investment Committee Member
- Former: Don Williams (2019) — Investment Committee 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.
Frequently asked questions about Educational Foundation Scholarship Endowment Trust
How much does Educational Foundation Scholarship Endowment Trust give each year?
Educational Foundation Scholarship Endowment Trust gave $16.6M across 1 grant in 2025, according to its 2025 IRS Form 990. In 2024 it gave $15.4M across 1 grant.
How large is Educational Foundation Scholarship Endowment Trust?
Educational Foundation Scholarship Endowment Trust reported $448.7M in total assets on its 2025 IRS Form 990. Its revenue that year was $19.7M.
What is Educational Foundation Scholarship Endowment Trust?
Educational Foundation Scholarship Endowment Trust is a public charity focused on Education, based in Chapel Hill, NC. It holds $448.7M in total assets as of 2025.
Where does Educational Foundation Scholarship Endowment Trust operate?
Educational Foundation Scholarship Endowment Trust has awarded grants in North Carolina.
What is Educational Foundation Scholarship Endowment Trust's EIN?
Educational Foundation Scholarship Endowment Trust's EIN (Employer Identification Number) is 56-6094839. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
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 May 7, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS May 12, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS May 8, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS May 14, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS May 12, 2025)
- Added Form 990 for fiscal year 2019 (received by the IRS April 30, 2020)
- Added Form 990 for fiscal year 2025 (received by the IRS May 12, 2026)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Educational Foundation Scholarship Endowment Trust's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in North Carolina
Sa Bossong Trust Fund
Asheboro, NC
Assets
$121K
Grants
6
Total Given
$14K
The Morehead-Cain Foundation
Chapel Hill, NC
The Morehead-Cain Foundation primarily funds scholarships and leadership-development experiences for UNC–Chapel Hill students, with additional support for North Carolina educators and selected organizations. Its 2025 grants ranged from $23 to $4.75 million, with a median of $27,004; reported giving was concentrated in North Carolina. The profile does not state whether it accepts unsolicited requests.
Assets
$225.0M
Grants
422
Total Given
$14.9M
The Bodford Family Foundation
Greensboro, NC
The Bodford Family Foundation supports health, education, religious, and community organizations, with nearly all of its 2025 grant dollars going to North Carolina and a small share to Virginia. Its 2025 grants ranged from $500 to $1 million, with a median of $6,000. A 2023 filing says it funds only preselected organizations and does not accept unsolicited requests.
Assets
$27.8M
Grants
19
Total Given
$1.4M
Tony Cruse Sports Medicine
Oklahoma City, OK
Assets
$1K
Grants
1
Total Given
$40K
Alamance Community Foundation
Burlington, NC
The foundation funds program-specific initiatives and general operating needs in education, health and human services, youth programming, and the arts that benefit Alamance County residents. Its competitive Community Grants are typically $1,000–$5,000, and organizations may apply during spring and fall application cycles.
Assets
$27.1M
Grants
32
Total Given
$1.9M
The Van Metre Family Foundation Inc
Fairfax, VA
The Van Metre Family Foundation supports community assistance, health care, education, youth, veterans, and the arts, with most 2024 funding going to Virginia, Maryland, and Washington, DC. Its 2024 grants ranged from $100 to $30,000, with a median of $3,000. The filing lists a letter as application material but does not state whether unsolicited requests are accepted.
Assets
$5.2M
Grants
81
Total Given
$464K
More similar funders
More Funders in North Carolina
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Educational Foundation Scholarship Endowment Trust'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.
Educational Foundation Scholarship Endowment Trust down — hundreds of funders to go?