The Educational Foundation Inc
SEE SCHEDULE O
Financial Overview
From 2024 IRS Form 990-PF
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
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does The Educational Foundation Inc fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ALGE CRUMPLER | EXECUTIVE BOARD MBR. | — | — |
| DONNA CURTIS MCCLATCHEY | EXECUTIVE BOARD MBR | — | — |
| SHARON ROTHWELL | EXECUTIVE BOARD MBR | — | — |
| JIM SIGMAN | VICE CHAIR | — | — |
| VAUGHN MOORE | EXECUTIVE BOARD MBR | — | — |
| DEWEY BURKE | EXECUTIVE BOARD MBR | — | — |
| BRIAN GOLSON | EXECUTIVE BOARD MBR | — | — |
| ALAN CALDWELL | EXECUTIVE BOARD MBR | — | — |
| DON HARDISON | EXECUTIVE BOARD MBR | — | — |
| IV CULP | EXECUTIVE BOARD MBR | — | — |
| MICHAEL KENNEDY | EXECUTIVE BOARD MBR | — | — |
| AURELIA STAFFORD MONK | EXECUTIVE BOARD MBR | — | — |
| TOM CHEWNING | EXECUTIVE BOARD MBR | — | — |
| KEN WILLIAMS | EXECUTIVE BOARD MBR | — | — |
| LOWRY CAUDILL | EXECUTIVE BOARD MBR | — | — |
| FRANK BRENNER | EXECUTIVE BOARD MBR | — | — |
| DWIGHT STONE | EXECUTIVE BOARD MBR | — | — |
| DON WILLIAMS | PAST CHAIR | — | — |
| ANNE LLOYD | CHAIR | — | — |
| MILT PETTY | TREASURER | — | — |
| TOM MANN | SECRETARY | — | — |
| DAVE BOLIEK | EXECUTIVE BOARD MBR | — | — |
| RALPH MEEKINS | EXECUTIVE BOARD MBR | — | — |
| MICHAEL ANDREASEN | EXECUTIVE BOARD MBR | — | — |
| TODD POPE | EXECUTIVE BOARD MBR | — | — |
| SUSAN GROSS | EXECUTIVE BOARD MBR | — | — |
| KEITH STONEMAN | EXECUTIVE BOARD MBR | — | — |
| JOHN MONTGOMERY | EXECUTIVE DIRECTOR | 40 | $649,326 |
| DIANE ALDRIDGE | CFO & GENERAL COUNSEL | 40 | $263,040 |
| EMILY COBLE | SENIOR DIRECTOR OF FINANCE | 40 | $118,205 |
| KEN MACK | SR ASSOC EXEC DIR LEAD GIF | 40 | $322,280 |
| MATT TERRELL | CHIEF STRATEGY & COMMS OFF | 40 | $240,279 |
| GARY BURNS | SENIOR DIRECTOR OF MAJOR G | 40 | $208,814 |
| EMILY STEVENS | MAJOR GIFTS DIRECTOR | 40 | $190,250 |
| SETH REEVES | CHIEF REVENUE OFFICER | 40 | $262,287 |
| ELIZABETH MACKETHAN | SENIOR PHILANTHROPY OFFICER | 40 | $190,374 |
| ERIC MONTROSS | SENIOR DIR OF PRINCIPAL GIFTS | 40 | $215,630 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
North Carolina $207.8M (100%)
States
Cities
Chapel Hill
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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