Private Foundation

BRIGHTHOUSE FINANCIAL FOUNDATION

BRIGHTHOUSE FINANCIAL FOUNDATION, of CHARLOTTE, NC, is a Private Foundation tracked in Imperigo's IRS 990 database. The 2025 filing shows $820K in revenue, $866K in expenses, $11.2M in total assets. IRS filings disclose 135 grants awarded by this foundation, totaling roughly $5.9M.

EIN: 822910432 CHARLOTTE, NC Latest filing: 2025
Total Revenue$820K
Total Expenses$866K
Total Assets$11.2M
Grants Given135
Grant Total$5.9M
Filing Years2021–2025

Sample Grants Given

HABITAT FOR HUMANITY OF THE CHARLOTTE REGION
CHARLOTTE, NC · 2025
GENERAL OPERATING PURPOSE
$100,000
CRITTENTON
CHARLOTTE, NC · 2025
GENERAL OPERATING PURPOSE
$100,000
CAROLINA YOUTH COALITION
CHARLOTTE, NC · 2025
GENERAL OPERATING PURPOSE
$75,000
HEART MATH TUTORING
CHARLOTTE, NC · 2025
GENERAL OPERATING PURPOSE
$60,000
FREEDOM SCHOOL PARTNERS
CHARLOTTE, NC · 2025
GENERAL OPERATING PURPOSE
$50,000

Showing up to 5 of 135 total records — full history available with membership.

Officers & Directors

MANAGER Crystal Dunham
CHIEF EXECUTIVE OFFICER Eric Steigerwalt
SENIOR MANAGING DIRECTOR James Grady
SENIOR VICE PRESIDENT Jeff Halperin
SENIOR VICE PRESIDENT John Rosenthal
VICE PRESIDENT Mariana Orihel

Officer compensation and complete director data available with membership.

Top Grant Purposes

GENERAL OPERATING PURPOSE
$5,917,146 135 grants

Financial Trends

Year Revenue Expenses Assets
2025 $820K $866K $11.2M
2024 $408K $1.0M $10.5M
2023 $183K $847K $9.9M
2022 $-161K $687K $9.0M
2021 $1.7M $901K $11.8M

Between 2021 and 2025, reported annual revenue declined from $1.7M to $820K (-50%), with total assets most recently reported at $11.2M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in AR, AZ, CO, DC, DE, FL, and 4 other states.

ARAZCODCDEFLGAIAILMA

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for BRIGHTHOUSE FINANCIAL FOUNDATION

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