Public Charity

UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INVESTMENT FUND

Based in CHARLOTTE, NC, UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INVESTMENT FUND operates as a Public Charity. The organization reported $6.0M in revenue, $1.1M in expenses, $376.7M in total assets for fiscal year 2025. Imperigo tracks 1 reported grant relationships connected to this organization totaling approximately $9K.

EIN: 562276950 CHARLOTTE, NC Latest filing: 2025
Total Revenue$6.0M
Total Expenses$1.1M
Total Assets$376.7M
Grant Records1
Funding Total$9K
Filing Years2021–2025

Mission

THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INVESTMENT FUND, INC. (UNCCIF) IS A NORTH CAROLINA NOT-FOR-PROFIT ORGANIZATION ESTABLISHED TO SUPPORT THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE (UNC CHARLOTTE) BY PROVIDING INVESTMENT MANAGEMENT FOR CHARITABLE NOT-FOR-PROFIT FOUNDATIONS, ASSOCIATIONS, TRUSTS, ENDOWMENTS AND OTHER FUNDS OR ENTITIES ORGANIZED AND OPERATED PRIMARILY FOR THE BENEFIT OF UNC CHARLOTTE.

Sample Grants Received

2019
FY'19 MATCHING GIFTS
$8,750

Showing up to 5 of 1 total records — full history available with membership.

Officers & Directors

BOARD MEMBER Dennis N Bunker Iii
VICE CHAIR Dimitri Triantafyllides
TREASURER Dr Richard Amon
BOARD MEMBER Kevin Brown
CHAIR Michael Shields
BOARD MEMBER Sharon Gaber

Officer compensation and complete director data available with membership.

Top Grant Purposes

FY'19 MATCHING GIFTS
$8,750 1 grant

Financial Trends

Year Revenue Expenses Assets
2025 $6.0M $1.1M $376.7M
2024 $457K $1.2M $344.7M
2023 $2.0M $1.1M $316.3M
2022 $411K $1.5M $306.5M
2021 $2.0M $1.6M $299.1M

Between 2021 and 2025, reported annual revenue grew from $2.0M to $6.0M (+201%), with total assets most recently reported at $376.7M.

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

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