Nonprofit · EIN 47-2298734
QUEENS UNIVERSITY OF CHARLOTTE ENDOWMENT
Tax-exempt · CHARLOTTE, NC 28202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,144,299 | $19,449,782 | -$18,305,483 | $169,408,099 | $57,020 | $169,351,079 |
| June 30, 2024 | 990 | $2,368,471 | $8,919,537 | -$6,551,066 | $166,265,915 | $0 | $166,265,915 |
| June 30, 2023 | 990 | $3,459,786 | $13,945,020 | -$10,485,234 | $154,502,680 | $0 | $154,502,680 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,260,583
- Program service revenue
- $0
- Investment income
- -$116,284
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $18,730,563
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $19,058,814
- Management and general (functional)
- $340,551
- Fundraising (functional)
- $50,417
Balance sheet and other
- Total assets, start of year
- $166,265,915
- Total assets, end of year
- $169,408,099
- Total liabilities, end of year
- $57,020
- Net assets, end of year
- $169,351,079
- Net assets with donor restrictions
- $169,351,079
- Gross unrelated business income
- -$116,284
- Gross receipts
- $1,144,299
- Employees
- 0
- Volunteers
- 10
- Year formed
- 2014
- State of legal domicile
- NC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DANIEL LUGO | PRESIDENT (THRU 6/30/25) Officer | 0.5 | $0 | $613,840 | $135,640 |
| MATTHEW A PACKEY | ASST SECRETARY Officer | 0.5 | $0 | $287,647 | $28,240 |
| ALYSSA FEDERICO | SENIOR VP, FINANCE Officer | 0.5 | $0 | $228,615 | $45,920 |
| L WATTS HAMRICK III | CHAIR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| DONNA DEAN | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| ROB ENGEL | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| SAAD EHTISHAM | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| HOOPER HARDISON | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| ERIC MCCARTHY CFA | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| SUSAN MCCONNELL | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| MANUEL REY | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| MARCIA TILLOTSON | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| MARGI VAGELL | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 14 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DANIEL LUGO | PRESIDENT Officer | 0.5 | $0 | $623,955 | $134,688 |
| ALYSSA FEDERICO | SENIOR VP, FINANCE Officer | 0.5 | $0 | $337,555 | $45,780 |
| MATTHEW A PACKEY | ASST SECRETARY (START 7/1/23) Officer | 0.5 | $0 | $198,496 | $21,071 |
| MARY ALICE BOYD | ASST SECRETARY (THRU 6/30/23) Former | 0.5 | $0 | $140,781 | $21,781 |
| L WATTS HAMRICK III | CHAIR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| DONNA DEAN | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| ROB ENGEL | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| SAAD EHTISHAM | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| HOOPER HARDISON | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| ERIC MCCARTHY CFA | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| SUSAN MCCONNELL | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| MANUEL REY | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| MARCIA TILLOTSON | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| MARGI VAGELL | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 13 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DANIEL LUGO | PRESIDENT Officer | 0.5 | $0 | $525,693 | $107,017 |
| ALYSSA FEDERICO | ASSISTANT SECRETARY Officer | 0.5 | $0 | $258,695 | $34,413 |
| MARY ALICE BOYD | ASSISTANT SECRETARY Officer | 0.5 | $0 | $222,878 | $31,954 |
| CHARLES G BEURIS | ASSISTANT SECRETARY Officer | 0.5 | $0 | $161,528 | $39,504 |
| L WATTS HAMRICK III | CHAIR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| DONNA DEAN | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| ROB ENGEL | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| HOOPER HARDISON | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| ERIC MCCARTHY CFA | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| SUSAN MCCONNELL | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| MANUEL REY | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| MARCIA TILLOTSON | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| MARGI VAGELL | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 220 N TRYON ST, CHARLOTTE, NC 28202-2137
- In care of
- % HOLLY WELCH STUBBING
- Principal officer (990 for 2024)
- NATALIE WOLF, 220 N TRYON ST, CHARLOTTE, NC 28202
- Signed the 990
- NATALIE WOLF, VP, DIRECTOR OF INVESTMENTS
- Phone
- (704) 973-4500
- Return prepared by
- CHERRY BEKAERT ADVISORY LLC
Mission
THE ENDOWMENT WILL PERFORM THE ENDOWMENT FUNCTIONS AND CARRY OUT THE PURPOSES OF QUEENS UNIVERSITY OF CHARLOTTE AND FOUNDATION FOR THE CAROLINAS WITH RESPECT TO THE QUEENS UNIVERSITY OF CHARLOTTE.
Program accomplishments
- DISTRIBUTE GRANTS TO SUPPORT QUEENS UNIVERSITY SCHOLARSHIP PROGRAM.Expenses $19,058,814 · grants $18,730,563
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 47-2298734
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type I
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2015
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B12)
- Assets (IRS master file)
- $169,408,099
- Income (IRS master file)
- $1,144,299
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,144,299 | $19,449,782 | $169,408,099 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $2,368,471 | $8,919,537 | $166,265,915 | XML |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $3,459,786 | $13,945,020 | $154,502,680 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $1,639,921 | $13,203,639 | $153,989,404 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 47-2298734).
Questions about QUEENS UNIVERSITY OF CHARLOTTE ENDOWMENT
- What is the EIN of QUEENS UNIVERSITY OF CHARLOTTE ENDOWMENT?
- The employer identification number (EIN) of QUEENS UNIVERSITY OF CHARLOTTE ENDOWMENT is 47-2298734.
- Is QUEENS UNIVERSITY OF CHARLOTTE ENDOWMENT tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to QUEENS UNIVERSITY OF CHARLOTTE ENDOWMENT tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does QUEENS UNIVERSITY OF CHARLOTTE ENDOWMENT file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of QUEENS UNIVERSITY OF CHARLOTTE ENDOWMENT due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did QUEENS UNIVERSITY OF CHARLOTTE ENDOWMENT last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of QUEENS UNIVERSITY OF CHARLOTTE ENDOWMENT?
- The 990 for the year ended June 30, 2025 names NATALIE WOLF.
- Who are the officers and directors of QUEENS UNIVERSITY OF CHARLOTTE ENDOWMENT?
- The 990 for the year ended June 30, 2025 lists 13 people; 0 received compensation from the organization.
- How much revenue does QUEENS UNIVERSITY OF CHARLOTTE ENDOWMENT have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,144,299, expenses of $19,449,782 and total assets of $169,408,099 at year end.
Other nonprofits in CHARLOTTE
- QUEENS UNIVERSITY OF CHARLOTTE EIN 56-0530003 · last filed 990 for 2024
- PROVIDENCE DAY SCHOOL EIN 56-0952382 · last filed 990 for 2025
- CHARLOTTE COUNTRY DAY SCHOOL EIN 56-0623935 · last filed 990 for 2025
- CHARLOTTE LATIN SCHOOLS INC EIN 56-0944449 · last filed 990 for 2025
- JOHNSON C SMITH UNIVERSITY INCORPORATED EIN 25-0983069 · last filed 990 for 2025
- AMITY MEDICAL GROUP INC EIN 47-1195624 · last filed 990 for 2025
- MECKLENBURG PARTNERSHIP FOR CHILDREN EIN 56-1853108 · last filed 990 for 2025
- MOVEMENT CHARTER SCHOOL EIN 47-5153366 · last filed 990 for 2025