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Wake Forest University

WINSTONSALEM, NC EIN: 56-0532138 Website

Wake Forest University is a 501(c)(3) nonprofit educational institution located in Winston Salem, North Carolina. Founded in 1834, the university operates as an institution of higher education dedicated to the pursuit of excellence in the liberal arts and in graduate and professional education. The organization operates Wake Forest College, a graduate school of arts and sciences, and four professional schools.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.8B

+5.6% YoY

Annual Giving

$6.3M

+45.0% YoY

Grant Count

81

+62.0% YoY

Avg Grant Size

$77K

-10.5% YoY

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

Wake Forest University is an institution of higher education dedicated to the pursuit of excellence in the liberal arts and in graduate and professional education.

The university has established the Educating Character Initiative, which focuses on character education and promotes this work through a nationwide network of colleges and universities.

Grantmaking

Wake Forest University's Educating Character Initiative administers grants to U.S. colleges and universities focused on character education. Grant sizes range from $50,000 to $1 million. The initiative announced $30 million in new funding to expand its nationwide network promoting character education.

Grant Range

s range from $50,000 to $1 million. The initiative announced $30 million in new funding to expand its nationwide network promoting character education.

Ready to take the next step with Wake Forest University?

Geographic Focus

Where this funder awards grants

The Educating Character Initiative focuses on U.S. colleges and universities nationwide.

Grant Distribution by State

29states
+21 more states

Cities

ArlingtonAthensAtlantaAustinBerkeleyBlacksburgBoulderChapel HillCharlestonCharlotteCharolotteChicagoClevelandClintonColumbiaCommerceDallasDecaturDentonDurham

Financial History

Multi-year comparison from IRS filings

As of June 30, 2023:

  • Total Assets: $2.8 billion
  • Annual Income: $1.2 billion
  • Annual Revenue: $764.4 million
  • Program Service Revenue: $541,023,038
  • Investment Income: $48,365,539
  • Other Revenue: $23,380,905
  • Unrelated Business Income: $8,110,860

Workforce:

  • Approximately 5,772 employees
  • 2,150 volunteers
  • Governing body: 48 voting members (44 independent)
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$210M$420M$631M$841M20202021202220232024
Metric202420232022
Total Assets$2,804,123,401$2,655,159,124$2,572,484,456
Revenue$764,367,570$686,860,190$715,438,504
Expenses$705,687,576$654,792,741$627,965,784
Qualifying Distributions
Net Investment Income$68,875,714$48,365,539$61,644,679
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$2M$3M$5M$6M28 grants202021 grants202149 grants202250 grants202381 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Wake Forest Univ Health …$1.5MReynolda House Inc$582KThe Regents of the Unive…$476KThe Pennsylvania State U…$391KUNC Chapel Hill$389KDallas Baptist University$229KBrigham & Women's Hospital$224KCurators of the Universi…$208KNorth Carolina Black Rep…$187KRutgers University$154K

Grant Size Distribution

198 grants across all recorded years

111<$50K37$50–100K32$100–250K9$250–500K7$500K–1M2$1–5M$5M+

Open Grants

3 open opportunities from Wake Forest University

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

David P ClawsonFootball Coach$4.8MSteve ForbesMen's BktBall Co$2.3MSusan R Wente PhDPresident & Trustee$1.5MJohn A CurrieDirector of Athletics$1.1MWarren D RuggieroF'ball Offensive Coordinat$1.1MB Hofler MilamFormer EVP, CFO, Treas$1.0MMark A PetersenSVP - Advancement$1.0MTom WalterBaseball Coach$916KBrad LambertF'ball Defensive Coordinat$901KMichele Gillespie PhDProvost$742KJ Reid MorganS.VP, Sec, G.C.$691KJacqueline A Travisa…EVP, CFO, Treas$665KAnnette Ranft PhDDean, School of Business$550KCharles L Iacovou PhDDean, School of Profession$539KRogan Kersh PhDFormer Provost$516KBrian A WhiteVP, Corp. Sec, G.C.$387KAnthony P Marsh PhDInterim Dean, Wake Forest Co…$353KJackie Krasas PhDDean, Wake Forest College$290KAnita M ConradAsst Secretary$219K

From 2024 filing

NameTitleHoursCompensation
Matthew A KingBoard Chair15
Jeanne Whitman BobbittBoard Vice Chair6
Curtis C FarmerBoard Vice Chair6
Alexander AcquavellaTrustee3
Lynn C BaranskiTrustee3
Shelmer D Blackburn JrComm Vice Chair4
Peter C BrockwayTrustee5
Thomas W BunnComm Vice Chair4
Bobby R BurchfieldCommittee Chair6
Jocelyn BurtonCommittee Chair6
David F CouchTrustee3
Matthew Starbuck CrawfordTrustee3
William Rittenhouse Culbreth JrTrustee3
H Lawrence Culp JrTrustee3
Jermyn M DavisTrustee5
James E DixonTrustee3
Serena Fisher DuganTrustee3
David W DupreeTrustee4
The Honorable Donna F EdwardsTrustee5
Frederick W Eubank IITrustee5
Lisbeth Clark EvansTrustee3
Mary R FarrellCommittee Chair5
Helen Hough FeinbergTrustee3
Donald E FlowComm Vice Chair4
Anil Rai GuptaTrustee3
Julie Ann Mullen HartmanTrustee3
Marybeth Torbet HaysComm Vice Chair5
Frank B Holding JrCommittee Chair5
A Dale JenkinsCommittee Chair4
Aubrey L MartinTrustee3
John M McAvoyComm Vice Chair6
Robert J McCrearyComm Vice Chair3
Jane McGrawCommittee Chair4
James M O'ConnellTrustee3
Ogden Phipps IITrustee3
Rev Dr Prince R RiversTrustee3
Gerald F RoachTrustee5
Jorge RodriguezTrustee3
Mit B ShahCommittee Chair6
Hannah VanderWeide ShueTrustee3
Michael C SmithCommittee Chair5
Janice K StoryTrustee5
Ben C Sutton JrComm Vice Chair5
Matthew B TellerTrustee3
Cathy Wall Thomas MDTrustee3
Shannan Spence TownsendComm Vice Chair5
John M VannTrustee3
David I WahrhaftigCommittee Chair6
Eric C WisemanComm Vice Chair5
Susan R Wente PhDPresident & Trustee29.3$1,473,696
Julie A Freischlag MDEVP Health Aff.2
J Reid MorganS.VP, Sec, G.C.19.7$690,571
Anita M ConradAsst Secretary21$218,902
Michele Gillespie PhDProvost40$741,870
Jacqueline A Travisano EdDEVP, CFO, Treas36.5$664,838
Brian A WhiteVP, Corp. Sec, G.C.19.7$386,863
John A CurrieDirector of Athletics40$1,146,384
Anthony P Marsh PhDInterim Dean, Wake Forest College40$353,215
Jackie Krasas PhDDean, Wake Forest College40$289,703
Annette Ranft PhDDean, School of Business40$550,168
David P ClawsonFootball Coach40$4,774,547
Warren D RuggieroF'ball Offensive Coordinat40$1,067,221
Brad LambertF'ball Defensive Coordinat40$900,717
Steve ForbesMen's BktBall Co40$2,281,576
Tom WalterBaseball Coach40$915,597
Rogan Kersh PhDFormer Provost40$515,937
B Hofler MilamFormer EVP, CFO, Treas40$1,041,654
Charles L Iacovou PhDDean, School of Profession40$539,320
Mark A PetersenSVP - Advancement40$1,012,992

Recent Activity

Recent developments and announcements

2025

The Educating Character Initiative announced a request for proposals for grants ranging from $50,000 to $1 million to U.S. colleges and universities. The initiative announced 2025 Capacity-Building Grant recipients and plans to expand its nationwide network with $30 million in new funding.

Wake Forest University's Educating Character Initiative announces ...

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

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

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