Public Charity

THE EDUCATIONAL FOUNDATION INC

Based in CHAPEL HILL, NC, THE EDUCATIONAL FOUNDATION INC operates as a Public Charity. The organization reported $99.2M in revenue, $66.4M in expenses, $251.3M in total assets for fiscal year 2025. Imperigo tracks 139 reported grant relationships connected to this organization totaling approximately $132.4M.

EIN: 566058412 CHAPEL HILL, NC Latest filing: 2025
Total Revenue$99.2M
Total Expenses$66.4M
Total Assets$251.3M
Grant Records139
Funding Total$132.4M
Filing Years2021–2025

Mission

SEE SCHEDULE O

Where $100 goes at The Educational Foundation Inc

How The Educational Foundation Inc divides every $100 it spends, from its own Form 990 filings, averaged across 9 years.

$90 Programs the work itself
$4 Management running the organization
$6 Fundraising raising the next dollar

Inside the $90 for programs

$42
Contributions to university of north carolina at Chapel Hill
47% of program spending
$33
Contributions to university of north carolina at Chapel Hill:contributions to university of north carolina at Chapel Hill to provide financial assistance to operating budgets for 28 sports, to…
37% of program spending
$15
Conversion of playing surface in kenan stadium from turf to natural grass
16% of program spending
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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.

Officers & Directors

CHAIR Anne Lloyd
EXECUTIVE BOARD MBR Aurelia Stafford Monk
DIRECTOR OF MEMBER SERVICES Brian Bersticker
EXECUTIVE BOARD MBR Brian Golson
EXECUTIVE BOARD MBR (1/2 YEAR) Dave Boliek
EXECUTIVE BOARD MBR Dewey Burke

Officer compensation and complete director data available with membership.

Top Grant Purposes

Education
$120,832,037 42 grants
General Support
$11,308,995 88 grants
Arts & Culture
$115,500 1 grant
Animal Welfare
$6,000 1 grant
Unspecified
$95,925 6 grants

Financial Trends

Year Revenue Expenses Assets
2025 $99.2M $66.4M $251.3M
2024 $76.5M $64.6M $223.1M
2023 $81.8M $78.8M $213.3M
2022 $82.4M $44.9M $210.2M
2021 $63.8M $48.9M $193.9M

Between 2021 and 2025, reported annual revenue grew from $63.8M to $99.2M (+55%), with total assets most recently reported at $251.3M.

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

See the full picture for THE EDUCATIONAL FOUNDATION INC

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