The Charlotte Assembly
Social Club
The Charlotte Assembly at a glance
In short: The Charlotte Assembly gave $8K across 1 grant in 2026 (avg $8K), mostly in North Carolina. Source: 2026 IRS Form 990.
- Annual giving (2026)
- $7,650
- -7.3% vs 2025
- Grants made (2026)
- 1
- +0.0% vs 2025
- Average grant
- $7,650
- -7.3% vs 2025
- Median grant
- $7,650
- Total assets
- $279,124
- +20.6% vs 2025
- Primary geography
- North Carolina (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990, 2026 View filing
Data from IRS Form 990, 2026; updated September 2026.
Who The Charlotte Assembly funds
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%).
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 History
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.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Charlotte Symphony Orchestra Charlotte, NC | — | $7,650 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2026 | $279,124 | $376,518 | $328,856 | $7,650 | 1 | $4 |
| 2025 | $231,462 | $308,960 | $289,031 | $8,250 | 1 | $15 |
| 2024 | $211,533 | $231,313 | $238,943 | $8,175 | 1 | $315 |
| 2023 | $215,791 | $188,783 | $300,278 | — | — | — |
| 2022 | $327,286 | $190,246 | $132,207 | — | — | — |
| 2021 | $269,247 | $162,744 | $72,407 | — | — | — |
| 2020 | $178,910 | $196,525 | $187,456 | — | — | — |
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
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.
Data update history
(3)
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)
Live grants for the work The Charlotte Assembly funds
Recreation & Sports Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in The Charlotte Assembly's focus areas in our free grants database
Similar Funders
Funders with grantees in common
The Maurer Family Foundation
New York, NY
The Maurer Family Foundation funds U.S. 501(c)(3) organizations’ arts and cultural programs, favoring programs over facilities or individuals and generally avoiding multi-year grants. Its 2024 grants ranged from $1,500 to $25,000, with a median of $11,000. It does not accept unsolicited requests, though organizations may submit summary information for consideration of future funding.
Assets
$3.6M
Grants
14
Total Given
$179K
Robert Haywood Morrison Fdn
Charlotte, NC
The Robert Haywood Morrison Foundation supports higher education, arts and culture, and environmental work, with 2025 grants concentrated in Virginia and North Carolina and some funding in South Carolina. Grants ranged from $150 to $200,000, with a median of $1,000. It funds only preselected charitable organizations and does not accept unsolicited requests.
Assets
$18.4M
Grants
14
Total Given
$360K
Schechter Family Foundation
Philadelphia, PA
The Schechter Family Foundation supports charitable organizations working in areas including safe water, healthcare, housing stability, food assistance, and disability services, with 2025 grants ranging from $100 to $50,000 and a median of $5,000. It funds organizations in multiple states; the largest shares of 2025 grant dollars went to recipients in Virginia, New Jersey, Washington, DC, Missouri, and Montana. The foundation gives only to preselected organizations and does not accept unsolicited requests.
Assets
$1.5M
Grants
16
Total Given
$154K
The Carrie E and Lena V Glenn Foundation Inc
Gastonia, NC
The Carrie E. and Lena V. Glenn Foundation supports nonprofit work in education, health, human services, arts and culture, civic affairs, the environment, and other local needs. Its 2025 grants ranged from $1,200 to $25,000, with a median of $10,000, for agencies in Gaston County or projects directly serving the county; it accepts applications beyond preselected organizations, and applicants must request the electronic application in writing.
Assets
$7.7M
Grants
23
Total Given
$246K
The Trexler Foundation
Charlotte, NC
The Trexler Foundation supports charitable organizations working in areas including education, housing, the arts, hunger relief, and assistance for people in crisis, primarily in North Carolina. In 2025, it made 23 grants totaling $497,000; grants ranged from $1,000 to $165,000, with a median of $5,000. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$9.2M
Grants
23
Total Given
$497K
William B McGuire Jr Family Foundation
Charlotte, NC
The William B McGuire Jr Family Foundation supports a range of charitable programs, including health, education, arts, housing, conservation, and religious organizations. Its 2024 grants ranged from $200 to $110,100, with a median of $7,750; most funding went to North Carolina, with grants also in Florida, South Carolina, Maryland, and Georgia. It gives only to preselected organizations and does not accept unsolicited requests.
Assets
$3.9M
Grants
28
Total Given
$325K
More similar funders
More Funders in North Carolina
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Figures come from The Charlotte Assembly'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.
The Charlotte Assembly down — hundreds of funders to go?