Nonprofit · EIN 84-4571035
ALLY CHARITABLE FOUNDATION
Tax-exempt · CHARLOTTE, NC 28202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $9,897,273 | $4,521,678 | $5,375,595 | $89,622,818 | $1,211,803 | $88,411,015 |
| December 31, 2023 | 990-PF | $8,141,176 | $5,783,280 | $2,357,896 | $81,746,335 | $5,010,489 | $76,735,846 |
| December 31, 2021 | 990-PF | $53,678,980 | $10,098,469 | $43,580,511 | $83,339,784 | $3,576,932 | $79,762,852 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $6,888,000
- Dividends
- $1,998,054
- Interest
- $240,018
- Net gain from sales of assets
- $771,201
Expenses
- Grants and similar amounts paid
- $4,319,149
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $6,888,000
- Excise tax on investment income
- $40,954
Balance sheet and other
- Total assets, start of year
- $81,746,335
- Total assets, end of year
- $89,622,818
- Total liabilities, end of year
- $1,211,803
- Net assets, end of year
- $88,411,015
- Fair market value of assets
- $89,622,818
- Qualifying distributions
- $10,173,000
- Net investment income
- $3,009,273
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-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL RIZER 601 S TRYON STREET, CHARLOTTE, NC 28202 | PRESIDENT | 30 | $0 |
| JAN BERGESON 200 WEST CIVIC CENTER DRIVE, SANDY, UT 84070 | VICE PRESIDENT | 5 | $0 |
| SAMUEL LITTLE 601 S TRYON STREET, CHARLOTTE, NC 28202 | TREASURER | 5 | $0 |
| JAY FRUCCI 500 WOODWARD AVENUE, DETRIOT, MI 48226 | ASSISTANT TREASURER | 5 | $0 |
| JACQUELINE HOWARD 500 WOODWARD AVENUE, DETRIOT, MI 48226 | SECRETARY | 5 | $0 |
| JOYCE DANIELS 500 WOODWARD AVENUE, DETRIOT, MI 48226 | ASSISTANT SECRETARY | 5 | $0 |
| MARY FRENCH 601 S TRYON STREET, CHARLOTTE, NC 28202 | ASSISTANT SECRETARY | 5 | $0 |
| ALISON SUMMERVILLE 601 S TRYON STREET, CHARLOTTE, NC 28202 | DIRECTOR | 5 | $0 |
| ANDREA BRIMMER 500 WOODWARD AVENUE, DETRIOT, MI 48226 | DIRECTOR | 5 | $0 |
| DAVID DEBRUNNER 500 WOODWARD AVENUE, DETRIOT, MI 48226 | DIRECTOR | 5 | $0 |
| DIANE MORAIS 601 S TRYON STREET, CHARLOTTE, NC 28202 | DIRECTOR | 5 | $0 |
| LASHAUNA LOWRY 601 S TRYON STREET, CHARLOTTE, NC 28202 | DIRECTOR | 5 | $0 |
| LINDSAY YOUSIF 500 WOODWARD AVENUE, DETRIOT, MI 48226 | DIRECTOR | 5 | $0 |
990-PF for the year ended December 31, 2023: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL RIZER 601 S TRYON STREET, CHARLOTTE, NC 28202 | PRESIDENT | 30 | $0 |
| JAN BERGESON 200 WEST CIVIC CENTER DRIVE, SANDY, UT 84070 | VICE PRESIDENT | 5 | $0 |
| SAMUEL LITTLE 601 S TRYON STREET, CHARLOTTE, NC 28202 | TREASURER | 5 | $0 |
| JAY FRUCCI 500 WOODWARD AVENUE, DETRIOT, MI 48226 | ASSISTANT TREASURER | 5 | $0 |
| JACQUELINE HOWARD 500 WOODWARD AVENUE, DETRIOT, MI 48226 | SECRETARY | 5 | $0 |
| JOYCE DANIELS 500 WOODWARD AVENUE, DETRIOT, MI 48226 | ASSISTANT SECRETARY | 5 | $0 |
| MARY FRENCH 601 S TRYON STREET, CHARLOTTE, NC 28202 | ASSISTANT SECRETARY | 5 | $0 |
| ALISON SUMMERVILLE 601 S TRYON STREET, CHARLOTTE, NC 28202 | DIRECTOR | 5 | $0 |
| ANDREA BRIMMER 500 WOODWARD AVENUE, DETRIOT, MI 48226 | DIRECTOR | 5 | $0 |
| DAVID DEBRUNNER 500 WOODWARD AVENUE, DETRIOT, MI 48226 | DIRECTOR | 5 | $0 |
| DIANE MORAIS 601 S TRYON STREET, CHARLOTTE, NC 28202 | DIRECTOR | 5 | $0 |
| LASHAUNA LOWRY 601 S TRYON STREET, CHARLOTTE, NC 28202 | DIRECTOR | 5 | $0 |
| LINDSAY YOUSIF 500 WOODWARD AVENUE, DETRIOT, MI 48226 | DIRECTOR | 5 | $0 |
990-PF for the year ended December 31, 2021: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL RIZER 601 SOUTH TRYON STREET, CHARLOTTE, NC 28202 | PRESIDENT | 30 | $0 |
| JAN BERGESON 200 West Civic Center Drive, Sandy, UT 84070 | VICE PRESIDENT | 5 | $0 |
| JACQUELINE HOWARD 500 Woodward Avenue, Detroit, MI 48226 | SECRETARY | 5 | $0 |
| MEGHAN RYAN 601 South Tryon Street, Charlotte, NC 28202 | TREASURER | 5 | $0 |
| JOYCE DANIELS 500 Woodward Avenue, Detroit, MI 48226 | ASSISTANT SECRETARY | 5 | $0 |
| MARY FRENCH 601 SOUTH TRYON STREET, CHARLOTTE, NC 28202 | ASSISTANT SECRETARY | 5 | $0 |
| ANDREA BRIMMER 500 WOODWARD AVENUE, DETROIT, MI 48226 | DIRECTOR | 5 | $0 |
| JENNIFER LACLAIR 601 SOUTH TRYON STREET, CHARLOTTE, NC 28202 | DIRECTOR | 5 | $0 |
| DIANE MORAIS 601 SOUTH TRYON STREET, CHARLOTTE, NC 28202 | DIRECTOR | 5 | $0 |
| ALISON SUMMERVILLE 601 SOUTH TRYON STREET, CHARLOTTE, NC 28202 | DIRECTOR | 5 | $0 |
| JAY FRUCCI 500 Woodward Avenue, Detroit, MI 48226 | ASSISTANT TREASURER | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 601 S TRYON ST, CHARLOTTE, NC 28202-1841
- In care of
- % MICHAEL RIZER
- Signed the 990-PF
- JAY FRUCCI, ASSISTANT TREASURER
- Phone
- (980) 312-8320
- Return prepared by
- DELOITTE TAX LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 84-4571035
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2020
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $89,622,818
- Income (IRS master file)
- $19,111,616
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $9,897,273 | $4,521,678 | $89,622,818 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $8,141,176 | $5,783,280 | $81,746,335 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | $53,678,980 | $10,098,469 | $83,339,784 | XML |
| 990-PF | December 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 84-4571035).
Questions about ALLY CHARITABLE FOUNDATION
- What is the EIN of ALLY CHARITABLE FOUNDATION?
- The employer identification number (EIN) of ALLY CHARITABLE FOUNDATION is 84-4571035.
- Is ALLY CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to ALLY CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ALLY CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ALLY CHARITABLE FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ALLY CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of ALLY CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 13 people; 0 received compensation from the organization.
- How much revenue does ALLY CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $9,897,273, expenses of $4,521,678 and total assets of $89,622,818 at year end.
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