Mission
SEE SCHEDULE O
Public Charity
EDUCATIONAL FOUNDATION SCHOLARSHIP ENDOWMENT TRUST
EDUCATIONAL FOUNDATION SCHOLARSHIP ENDOWMENT TRUST, of CHAPEL HILL, NC, is a Public Charity tracked in Imperigo's IRS 990 database. The 2025 filing shows $19.7M in revenue, $16.8M in expenses, $448.7M in total assets. IRS filings disclose 9 grants awarded by this foundation, totaling roughly $114.8M.
EIN: 566094839
CHAPEL HILL, NC
Scholarships & Student Financial Aid
NTEE: B82
Latest filing: 2025
Total Revenue$19.7M
Total Expenses$16.8M
Total Assets$448.7M
Grants Given9
Grant Total$114.8M
Filing Years2021–2025
Where $100 goes at Educational Foundation Scholarship Endowment Trust
How Educational Foundation Scholarship Endowment Trust divides every $100 it spends, from its own Form 990 filings, averaged across 9 years.
$99
Programs
the work itself
$1
Management
running the organization
$0
Fundraising
none reported
No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.
Inside the $99 for programs
$99
Distributions from the scholarship trust are forwarded to the educational foundation, inc
Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Sample Grants Given
SCHOLARSHIPS
$16,596,503
SCHOLARSHIPS
$15,351,880
SCHOLARSHIPS
$13,975,259
SCHOLARSHIPS
$12,761,763
SCHOLARSHIPS
$12,238,117
Showing up to 5 of 9 total records — full history available with membership.
Officers & Directors
CFO & GENERAL COUNSEL
Diane Aldridge
INVESTMENT COMMITTEE MEMBER
Dwight Stone
SENIOR DIRECTOR OF FINANCE
Emily Coble
INVESTMENT COMMITTEE MEMBER
Frank Brenner
EXECUTIVE DIRECTOR
John Montgomery
SENIOR ASSOCIATE EXECUTIVE
Ken Mack
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $19.7M | $16.8M | $448.7M |
| 2024 | $23.4M | $15.2M | $423.1M |
| 2023 | $25.4M | $14.1M | $390.9M |
| 2022 | $25.0M | $13.0M | $400.4M |
| 2021 | $25.4M | $12.3M | $389.9M |
Between 2021 and 2025, reported annual revenue declined from $25.4M to $19.7M (-22%), with total assets most recently reported at $448.7M.
Interactive year-over-year charts and full filing details available with membership.
Grant Geography
Grants from this foundation were reported to recipients in NC.
NC
Full geographic grant map with state-by-state breakdown available with membership.