University of North Carolina at Charlotte Investment Fund

Analysis

University of North Carolina at Charlotte Investment Fund is a registered charity in United States, based in Charlotte, NC. It received its IRS tax-exemption ruling in November 2004, 22 years ago. Its declared purposes cover education, which this site groups under education and training. The IRS classifies it as a supporting organisation under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending June 2023, University of North Carolina at Charlotte Investment Fund reported income of $2.0m and spending of $1.1m, leaving 44% of income unspent that year. Across the 5 years on record, from June 2019 to June 2023, income grew from $1.5m to $2.0m (+36%), an average of +7.9% a year. The sharpest change came in the year to June 2021, when income rose by 451%. Over the whole period it spent 104% of the income it received.

Among 66,972 United States charities whose main cause is education and training and that reported income, University of North Carolina at Charlotte Investment Fund sits at the 82nd percentile: it is larger than about 82% of them. Against every charity in United States with reported income it ranks in the 86th percentile, and in the 87th percentile within NC. Charities of a similar size with the same main cause include Boston Graduate School of Psychoanalysis Inc ($2.0m), Alef Bet Montessori School Inc ($2.0m) and Lincoln Presidential Foundation ($2.0m).

At year end it held assets of $316.3m against liabilities of $163k, net assets of $316.1m.