UNC Management Company Inc
UNC Management Company Inc at a glance
- Total assets
- $61,734,820
- +0.5% vs 2024
- Revenue (2025)
- $29,498,370
- +18.0% vs 2024
- Net investment income (2025)
- $2,883,791
- +1004.5% vs 2024
- Expenses (2025)
- $30,736,082
- +4.4% vs 2024
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who UNC Management Company Inc funds
How this funder distributes its grants
Grant Size Distribution
2 grants across all recorded years
The most common grant size was in the $1–5M range: 1 grant of 2 (50%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2022, annual grant giving ranged from $4.0M (2021) to $6.0M (2022). In 2022 it made 1 grant totaling $6.0M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of North Carolina at Chapel Hill Chapel Hill, NC | Support | $6,000,000 |
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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 | $61,734,820 | $29,498,370 | $30,736,082 | — | — | $2,883,791 |
| 2024 | $61,409,703 | $25,001,125 | $29,438,159 | — | — | $261,091 |
| 2023 | $57,069,634 | $23,645,862 | $23,496,289 | — | — | $170,004 |
| 2022 | $53,097,067 | $30,528,524 | $27,964,769 | $6,000,000 | 1 | $87,596 |
| 2021 | $42,605,253 | $24,325,810 | $25,164,734 | $4,000,000 | 1 | $66,618 |
| 2020 | $32,240,475 | $19,864,618 | $17,999,982 | — | — | $129,940 |
| 2019 | $29,077,674 | $18,972,555 | $18,242,557 | — | — | $120,442 |
About UNC Management Company Inc
Based on IRS filings
UNC Management Company Inc is a public charity, based in Chapel Hill, NC. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $61.7M in total assets. Net investment income was $2.9M.
Leadership & Key People
Officers and directors from IRS filings
UNC Management Company Inc is led by Jonathon C. King, President on every filing since 2019; 10 of 17 officers listed in 2025 are compensated.
Officers on the 2025 filing
Jonathon C. King
President
On filings since 2019
50 hrs/week
$1.5M (2019) → $5.1M (2025)
Angela Moss
Managing Director & Investments
Senior Director - Investments → Managing Director & Investments, 2023
On filings since 2019
50 hrs/week
$417K (2019) → $1.1M (2025)
Chris Bartholomew
Managing Director & Investments
Senior Director - Investments → Managing Director & Investments, 2023
On filings since 2019
50 hrs/week
$402K (2019) → $1.1M (2025)
Chris Rudolph
Managing Director & Investments
Senior Director - Investments → Managing Director & Investments, 2023
On filings since 2019
50 hrs/week
$422K (2019) → $1.1M (2025)
Matthew Lesesky
Managing Director & Investments
Senior Director - Investments → Managing Director & Investments, 2023
On filings since 2019
50 hrs/week
$417K (2019) → $1.1M (2025)
Rodgers Harshbarger
Managing Director & Investments
Senoir Director - Investments → Senior Director - Investments, 2022
Senior Director - Investments → Managing Director & Investments, 2023
On filings since 2019
50 hrs/week
$446K (2019) → $1.1M (2025)
Max C. Chapman Jr.
Director
On filings since 2019
1 hr/week
No compensation reported
Michael D. Kennedy
Director
On filings since 2019
1 hr/week
No compensation reported
Nathan Knuffman
Director
On filings since 2021
1 hr/week
No compensation reported
David M. Carroll
Director
On filings since 2022
1 hr/week
No compensation reported
John P. Preyer
Director
On filings since 2024
1 hr/week
No compensation reported
Lee H. Roberts
Director
On filings since 2024
1 hr/week
No compensation reported
Edward Hetherington
Senior Vice President - Public Investments
Vice President - Public Investments → Senior Vice President - Public Investments, 2024
On filings since 2019
50 hrs/week
$728K (2019) → $1.6M (2025)
Joshua Shapiro
Vice President - Inv Strategy & Risk Management
Vice President - Inv Strategy & Risk Management → Vice President - Inv Strategy & Risk M, 2023
Vice President - Inv Strategy & Risk M → Vice President - Inv Strategy & Risk Management, 2025
On filings since 2019
50 hrs/week
$769K (2019) → $2.1M (2025)
Tim Burch
Senior Vice President & General Counsel
Vice President - Legal & Compliance → Senior Vice President & General Counsel, 2025
On filings since 2019
50 hrs/week
$278K (2019) → $759K (2025)
Chris Mattke
Vice President - Inv Ops & Finance
On filings since 2022
50 hrs/week
$394K (2022) → $710K (2025)
Kevin M. Guskiewicz
Former Director
Director → Former Director, 2025
On filings since 2019
1 hr/week
No compensation reported
Former officers (8)
- Former: John L. Townsend III (2019–2024) — Director
- Former: Kevin Tunick (2019–2024) — Vice President - Private Investments
- Former: David L. Boliek Jr. (2022–2023) — Director
- Former: John G. B. Ellison Jr. (2019–2021) — Director
- Former: Jonathan Pruitt (2019–2021) — Director
- Former: Richard Y. Stevens (2020–2021) — Director
- Former: Brook Scardina (2019) — Vice President - Finance & Administrator
- Former: Carol L Folt (2019) — Director
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.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $5.1M, to Jonathon C King (President). 10 officers or directors reported compensation on that filing.
Frequently asked questions about UNC Management Company Inc
How large is UNC Management Company Inc?
UNC Management Company Inc reported $61.7M in total assets on its 2025 IRS Form 990. Its revenue that year was $29.5M.
Where does UNC Management Company Inc operate?
UNC Management Company Inc has awarded grants in North Carolina.
What is UNC Management Company Inc's EIN?
UNC Management Company Inc's EIN (Employer Identification Number) is 36-4516257. 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
(4)
When this profile's IRS filing data changed on Grantable
- 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 March 7, 2023)
- Added Form 990 for fiscal year 2025 (received by the IRS May 12, 2026)
- IRS filings on file for fiscal years 2019–2024
Explore Open Grants
Browse active grant opportunities in UNC Management Company Inc's focus areas in our free grants database
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Assets
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