Queens University of Charlotte Endowment
The endowment will perform the endowment functions and carry out the purposes of queens university of charlotte and foundation for the carolinas with respect to the queens university of charlotte.
Queens University of Charlotte Endowment at a glance
In short: Queens University of Charlotte Endowment gave $18.7M across 1 grant in 2025 (avg $18.7M), mostly in North Carolina. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $18,730,563
- +127.3% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $18,730,563
- +127.3% vs 2024
- Median grant
- $18,730,563
- Total assets
- $169,408,099
- +1.9% 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 Queens University of Charlotte Endowment funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Queens University of Charlotte ($18.7M).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was $5M or more: 4 grants of 5 (80%).
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 Queens University of Charlotte Endowment gives
- Giving grew 51% 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 2020 to 2025, annual grant giving ranged from $2.8M (2021) to $18.7M (2025). In 2025 it made 1 grant totaling $18.7M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Queens University of Charlotte Charlotte, NC | Charitable Gift | $18,730,563 |
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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 | $169,408,099 | $1,144,299 | $19,449,782 | $18,730,563 | 1 | $-116,284 |
| 2024 | $166,265,915 | $2,368,471 | $8,919,537 | $8,239,512 | 1 | $-128,079 |
| 2023 | $154,502,680 | $3,459,786 | $13,945,020 | $13,263,486 | 1 | $-6,382 |
| 2022 | $153,989,404 | $1,639,921 | $13,203,639 | $12,422,001 | 1 | $47,711 |
| 2021 | $185,539,015 | $2,324,123 | $3,524,204 | $2,826,772 | 1 | $1,161,334 |
| 2020 | $140,098,941 | $24,779,644 | $12,009,575 | $11,298,868 | 1 | $37,564 |
About Queens University of Charlotte Endowment
Based on IRS filings
Queens University of Charlotte Endowment is a public charity focused on Education, based in Charlotte, NC. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $169.4M in total assets. In 2025, it awarded 1 grant totaling $18.7M.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
Queens University of Charlotte Endowment is led by Daniel Lugo, President on every filing since 2020; none of the 13 officers listed in 2025 report compensation.
Officers on the 2025 filing
Daniel Lugo
President
On filings since 2020
0.5 hrs/week
No compensation reported
L. Watts Hamrick III
Chair
On filings since 2021
0.5 hrs/week
No compensation reported
Donna Jones Dean
Director
On filings since 2020
0.5 hrs/week
No compensation reported
Susan McConnell
Director
On filings since 2020
0.5 hrs/week
No compensation reported
Eric McCarthy CFA
Director
On filings since 2021
0.5 hrs/week
No compensation reported
Marcia Tillotson
Director
On filings since 2021
0.5 hrs/week
No compensation reported
Hooper Hardison
Director
On filings since 2022
0.5 hrs/week
No compensation reported
Manuel Rey
Director
On filings since 2023
0.5 hrs/week
No compensation reported
Margi Vagell
Director
On filings since 2023
0.5 hrs/week
No compensation reported
Rob Engel
Director
On filings since 2023
0.5 hrs/week
No compensation reported
Saad Ehtisham
Director
On filings since 2024
0.5 hrs/week
No compensation reported
Alyssa Federico
Senior Vice President & Finance
Assistant Secretary → Senior Vice President & Finance, 2024
On filings since 2020
0.5 hrs/week
No compensation reported
Matthew A. Packey
Assistant Secretary
Vice President → Assistant Secretary, 2024
On filings since 2020
0.5 hrs/week
No compensation reported
Former officers (9)
- Former: Mary Alice Boyd (2020–2024) — Assistant Secretary
- Former: Charles G. Beuris (2021–2023) — Assistant Secretary
- Former: Cynthia Haldenby Tyson PhD (2020–2022) — Director
- Former: Holly Welch Stubbing (2020–2021) — Secretary & Treasurer
- Former: Greg Beuris (2020) — Assistant Secretary
- Former: Kathryn Winsman Black (2020) — Chair
- Former: Sean Kelly (2020) — Director
- Former: Tamara Burrell (2020) — Assistant Secretary
- Former: Watts Hamrick (2020) — Director
Data from IRS Form 990 filings, 2020–2025. "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 Queens University of Charlotte Endowment
How much does Queens University of Charlotte Endowment give each year?
Queens University of Charlotte Endowment gave $18.7M across 1 grant in 2025, according to its 2025 IRS Form 990. In 2024 it gave $8.2M across 1 grant.
How large is Queens University of Charlotte Endowment?
Queens University of Charlotte Endowment reported $169.4M in total assets on its 2025 IRS Form 990. Its revenue that year was $1.1M.
What is Queens University of Charlotte Endowment?
Queens University of Charlotte Endowment is a public charity focused on Education, based in Charlotte, NC. It holds $169.4M in total assets as of 2025.
Where does Queens University of Charlotte Endowment operate?
Queens University of Charlotte Endowment has awarded grants in North Carolina.
What is Queens University of Charlotte Endowment's EIN?
Queens University of Charlotte Endowment's EIN (Employer Identification Number) is 47-2298734. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS May 17, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS May 9, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS May 15, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS May 8, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS July 7, 2025)
- Added Form 990 for fiscal year 2025 (received by the IRS May 13, 2026)
- IRS filings on file for fiscal years 2020–2024
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Figures come from Queens University of Charlotte Endowment'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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