The Charlotte Assembly
Social Club
Key facts about The Charlotte Assembly
In short: The Charlotte Assembly gave $8K across 1 grant in 2026 (avg $8K), mostly in North Carolina. Source: 2026 IRS Form 990.
- EIN
- 30-0507479
- Latest 990 filing
- Form 990, 2026
- Annual giving (2026)
- $7,650
- Grants made (2026)
- 1
- Average grant
- $7,650
- Median grant
- $7,650
- Total assets
- $279,124
- Primary geography
- North Carolina (100% of itemized 2026 grant dollars)
Data from IRS Form 990, 2026; updated September 2026.
Financial Overview
From 2026 IRS Form 990 · View filing
Total Assets
$279K
+20.6% YoY
Annual Giving
$8K
-7.3% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$8K
-7.3% YoY
About The Charlotte Assembly
Based on IRS filings
The Charlotte Assembly is a public charity focused on Recreation & Sports, based in Charlotte, NC. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $279K in total assets. In 2026, it awarded 1 grant totaling $8K. Net investment income was $4.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2026 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2024 to 2026, annual grant giving ranged from $8K (2026) to $8K (2025). In 2026 it made 1 grant totaling $8K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2026
The largest 2026 recipient was Charlotte Symphony Orchestra ($8K).
Grant Size Distribution
3 grants across all recorded years
The most common grant size was under $50K: 3 grants of 3 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Charlotte Symphony Orchestra Charlotte, NC | — | $7,650 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2026 | 2025 | 2024 |
|---|---|---|---|
| Total Assets | $279,124 | $231,462 | $211,533 |
| Revenue | $376,518 | $308,960 | $231,313 |
| Expenses | $328,856 | $289,031 | $238,943 |
| Net Investment Income | $4 | $15 | $315 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2024 (received by the IRS January 21, 2025)
- Updated Form 990 for fiscal year 2025 (received by the IRS June 12, 2025)
- Added Form 990 for fiscal year 2026 (received by the IRS June 30, 2026)
Leadership & Key People
Officers and directors from IRS filings
The Charlotte Assembly is led by Betsy Parkhurst, President since 2026 (on filings since 2021); none of the 22 officers listed in 2026 report compensation.
Officers on the 2026 filing
Betsy Parkhurst
President
Director → President Elect, 2024
President Elect → President, 2026
On filings since 2021
1 hr/week
No compensation reported
June Rhyne
Director
On filings since 2020
1 hr/week
No compensation reported
Elizabeth Bivens
Director
President → Past President, 2023
Past President → Director, 2026
On filings since 2021
1 hr/week
No compensation reported
Mason Smith
Director
On filings since 2024
1 hr/week
No compensation reported
Blair Donald
Director
New on the 2026 filing
1 hr/week
No compensation reported
Carrie Fisher
Director
New on the 2026 filing
1 hr/week
No compensation reported
Carrie Sexton
Director
New on the 2026 filing
1 hr/week
No compensation reported
Frances Hankins
Director
New on the 2026 filing
1 hr/week
No compensation reported
Holley McArthur
Director
New on the 2026 filing
1 hr/week
No compensation reported
Jane Eubanks
Director
New on the 2026 filing
1 hr/week
No compensation reported
Jen McAuley
Director
New on the 2026 filing
1 hr/week
No compensation reported
Katherine Daly
Director
New on the 2026 filing
1 hr/week
No compensation reported
Kelly Callie
Director
New on the 2026 filing
1 hr/week
No compensation reported
Laura Shwedo
Director
New on the 2026 filing
1 hr/week
No compensation reported
Libby Gordon
Director
New on the 2026 filing
1 hr/week
No compensation reported
Lydia Hanna
Director
New on the 2026 filing
1 hr/week
No compensation reported
Tiffany Hinson
Director
New on the 2026 filing
1 hr/week
No compensation reported
Sally Helweg
President Elect
Director → President Elect, 2026
On filings since 2021
1 hr/week
No compensation reported
Kristin Lewis
Treasurer
Assistant Treasurer → Treasurer, 2026
On filings since 2024
1 hr/week
No compensation reported
Mary Bradley
Past President
President → Past President, 2026
On filings since 2024
1 hr/week
No compensation reported
Ann Miller
Secretary
New on the 2026 filing
1 hr/week
No compensation reported
Lori Mountcastle
Assistant Treasurer
New on the 2026 filing
1 hr/week
No compensation reported
Former officers (47)
- Former: Jane Lockwood (2020–2025) — Director
- Former: Molly Macon (2020–2025) — Treasurer
- Former: Susan Calton (2020–2025) — Director
- Former: Beth Bowen (2023–2025) — Past President
- Former: Amy Burleson (2024–2025) — Director
- Former: Betsy McIntyre (2024–2025) — Director
- Former: Cathy Austin (2024–2025) — Director
- Former: Debbie Frail (2024–2025) — Director
- Former: Denny O'Leary (2024–2025) — Director
- Former: Elizabeth Shaw (2024–2025) — Director
- Former: Kathy Gately (2024–2025) — Director
- Former: Kimbrel Morris (2024–2025) — Secretary
- Former: Martha Player (2024–2025) — Director
- Former: Mary Smith (2024–2025) — Director
- Former: Meredith Jorgensen (2024–2025) — Director
- Former: Leslie Wickham (2021–2023) — Treasurer
- Former: Sarah Lathrop (2021–2023) — President
- Former: Amy Fonville (2023) — Secretary
- Former: Ashleigh White (2023) — Assistant Treasurer
- Former: Libba Rule (2021–2022) — Treasurer
- Former: Emily Harry (2020–2021) — Director
- Former: Mary Bradley Thigpen (2020–2021) — Director
- Former: Betsy Williams (2021) — Director
- Former: Catharine Pappas (2021) — Director
- Former: Connie McNichols (2021) — Director
- Former: Cornelia Hoover (2021) — Director
- Former: Dawn Milgrom (2021) — Director
- Former: Mandy Stroup (2021) — Director
- Former: Marguerite Lewis (2021) — Director
- Former: Mary Scott Peterson (2021) — Director
- Former: Nancy Falls (2021) — Director
- Former: Roddey Player (2021) — Director
- Former: Alison Thorp (2020) — Director
- Former: Amy Godwin (2020) — Director
- Former: Amy Watson (2020) — Director
- Former: Anne Lupo (2020) — Director
- Former: Ansley Calhoun (2020) — Past President
- Former: Ashley Burlingame (2020) — President
- Former: Barret Butler (2020) — Director
- Former: Beth Reigel (2020) — Director
- Former: Haley Poole (2020) — Director
- Former: Kathy Horvath (2020) — Director
- Former: Kristin Smith (2020) — Assistant Treasurer
- Former: Lee Cooney (2020) — Director
- Former: Mary Kay Baynard (2020) — Treasurer
- Former: Melissa Tolmie (2020) — Director
- Former: Nancy Targgart (2020) — Director
Data from IRS Form 990 filings, 2020–2026. "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 The Charlotte Assembly
How much does The Charlotte Assembly give each year?
The Charlotte Assembly gave $8K across 1 grant in 2026, according to its 2026 IRS Form 990. In 2025 it gave $8K across 1 grant.
How large is The Charlotte Assembly?
The Charlotte Assembly reported $279K in total assets on its 2026 IRS Form 990. Its revenue that year was $377K.
What is The Charlotte Assembly?
The Charlotte Assembly is a public charity focused on Recreation & Sports, based in Charlotte, NC. It holds $279K in total assets as of 2026.
Where does The Charlotte Assembly operate?
The Charlotte Assembly has awarded grants in North Carolina.
What is The Charlotte Assembly's EIN?
The Charlotte Assembly's EIN (Employer Identification Number) is 30-0507479. IRS Form 990 filing data is available on this page for 2020–2026.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Here's the math on researching The Charlotte Assembly by hand.
Explore Open Grants
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More Funders in North Carolina
The Charlotte Assembly down — hundreds of funders to go?