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The Educational Foundation Inc

CHAPEL HILL, NC EIN: 56-6058412 Website

SEE SCHEDULE O

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$223.1M

+4.6% YoY

Annual Giving

$46.3M

-24.5% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$46.3M

-24.5% YoY

About The Educational Foundation Inc

Based on IRS filings

The Educational Foundation Inc is a nonprofit organization, based in CHAPEL HILL, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $223.1M in total assets. In 2024, it awarded 1 grants totaling $46.3M. Net investment income was $7.5M.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

Cities

Chapel Hill

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$23M$45M$68M$91M20202021202220232024
Metric202420232022
Total Assets$223,104,596$213,331,120$210,237,588
Revenue$76,461,125$81,777,973$82,405,052
Expenses$64,647,364$78,781,027$44,922,056
Qualifying Distributions
Net Investment Income$7,517,796$5,543,823$4,507,841
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$15M$31M$46M$61M1 grants20201 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

UNC CHAPEL HILL$46.3M

Grant Size Distribution

5 grants across all recorded years

<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M5$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Unc Chapel Hill ($46,347,635).

RecipientPurposeAmount
UNC CHAPEL HILL CHAPEL HILL, NCSCHOLARSHIPS, CONSTRUCTION, AND OTHER FINANCIAL ASSISTANCE.$46,347,635

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

JOHN MONTGOMERYEXECUTIVE DIRECTOR$649KKEN MACKSR ASSOC EXEC DIR LEAD GIF$322KDIANE ALDRIDGECFO & GENERAL COUNSEL$263KSETH REEVESCHIEF REVENUE OFFICER$262KMATT TERRELLCHIEF STRATEGY & COMMS OFF$240KERIC MONTROSSSENIOR DIR OF PRINCIPAL GIFTS$216KGARY BURNSSENIOR DIRECTOR OF MAJOR G$209KELIZABETH MACKETHANSENIOR PHILANTHROPY OFFICER$190KEMILY STEVENSMAJOR GIFTS DIRECTOR$190KEMILY COBLESENIOR DIRECTOR OF FINANCE$118K

From 2024 filing

NameTitleHoursCompensation
ALGE CRUMPLEREXECUTIVE BOARD MBR.
DONNA CURTIS MCCLATCHEYEXECUTIVE BOARD MBR
SHARON ROTHWELLEXECUTIVE BOARD MBR
JIM SIGMANVICE CHAIR
VAUGHN MOOREEXECUTIVE BOARD MBR
DEWEY BURKEEXECUTIVE BOARD MBR
BRIAN GOLSONEXECUTIVE BOARD MBR
ALAN CALDWELLEXECUTIVE BOARD MBR
DON HARDISONEXECUTIVE BOARD MBR
IV CULPEXECUTIVE BOARD MBR
MICHAEL KENNEDYEXECUTIVE BOARD MBR
AURELIA STAFFORD MONKEXECUTIVE BOARD MBR
TOM CHEWNINGEXECUTIVE BOARD MBR
KEN WILLIAMSEXECUTIVE BOARD MBR
LOWRY CAUDILLEXECUTIVE BOARD MBR
FRANK BRENNEREXECUTIVE BOARD MBR
DWIGHT STONEEXECUTIVE BOARD MBR
DON WILLIAMSPAST CHAIR
ANNE LLOYDCHAIR
MILT PETTYTREASURER
TOM MANNSECRETARY
DAVE BOLIEKEXECUTIVE BOARD MBR
RALPH MEEKINSEXECUTIVE BOARD MBR
MICHAEL ANDREASENEXECUTIVE BOARD MBR
TODD POPEEXECUTIVE BOARD MBR
SUSAN GROSSEXECUTIVE BOARD MBR
KEITH STONEMANEXECUTIVE BOARD MBR
JOHN MONTGOMERYEXECUTIVE DIRECTOR40$649,326
DIANE ALDRIDGECFO & GENERAL COUNSEL40$263,040
EMILY COBLESENIOR DIRECTOR OF FINANCE40$118,205
KEN MACKSR ASSOC EXEC DIR LEAD GIF40$322,280
MATT TERRELLCHIEF STRATEGY & COMMS OFF40$240,279
GARY BURNSSENIOR DIRECTOR OF MAJOR G40$208,814
EMILY STEVENSMAJOR GIFTS DIRECTOR40$190,250
SETH REEVESCHIEF REVENUE OFFICER40$262,287
ELIZABETH MACKETHANSENIOR PHILANTHROPY OFFICER40$190,374
ERIC MONTROSSSENIOR DIR OF PRINCIPAL GIFTS40$215,630

Frequently Asked Questions

How large is The Educational Foundation Inc?

As of 2024, The Educational Foundation Inc holds $223.1M in total assets with $76.5M in annual revenue. It awarded 1 grants totaling $46.3M in 2024.

Where does The Educational Foundation Inc operate?

The Educational Foundation Inc has awarded grants in North Carolina.

What size grants does The Educational Foundation Inc award?

In 2024, The Educational Foundation Inc awarded 1 grants totaling $46.3M — an average of about $46.3M per grant, based on its IRS Form 990 filings.

What is The Educational Foundation Inc's EIN?

The Educational Foundation Inc's EIN (Employer Identification Number) is 56-6058412. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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