North Carolina · Nonprofit
UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INVESTMENT FUND
UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INVESTMENT FUND (North Carolina) receives grants from 1 organization whose IRS filings report $8,750 to it, the largest being DELOITTE FOUNDATION ($8,750). 0 of them have funded it in more than one year.
- Revenue FY2025
- $6.0M
- Funders on record
- 1
- Grants received
- $9k
- Net assets
- $377M
What University of North Carolina at Charlotte Investment Fund does
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.
As stated on its FY2025 Form 990.
Program
The University of North Carolina at Charlotte Investment Fund, inc. Is a not-for-profit organization established to support the university of north carolina at 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 the university of north carolina at charlotte.
$1,054,464 spent100% of program spending
The program described on its FY2024 Form 990. Program spending in total: $1,054,464.
The organization over time
Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2020 to 2021, from $226M to $299M (+32%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
0% of UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INVESTMENT FUND’s revenue is contributions — more earned-revenue than three-quarters of its peers (48% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 5 of the last 9 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Board chair
Michael Shields
Chair
As listed on its FY2025 Form 990.
Who funds it, year by year
Grant support over time, funder by funder — shade shows the grant size each year.
From the IRS filings of UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INVESTMENT FUND’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Where its funders are
UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INVESTMENT FUND draws 100% of its grant income from funders outside North Carolina, across 1 state in all.
Funder states come from each funder’s own filing. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Against its field
UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INVESTMENT FUND runs a healthier operating margin than three-quarters of the 9,398 education nonprofits its size.
this organization peer median middle 50% of peers· 9,398 education nonprofits $1M–$10M, FY2025
Organizations like UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INVESTMENT FUND
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In North Carolina
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
100% of spending goes to programs.
Governance
Footprint & structure
Files a return copy in 1 state
Part of a family of 3 related entities
- The University of North Carolina at Charlotte · exempt
- The Foundation of Uncc Inc · exempt
- The Athletic Foundation of Uncc Inc · exempt
Screen this organization
A dated, signed PDF of the compliance screen for UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INVESTMENT FUND: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INVESTMENT FUND?
- UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INVESTMENT FUND (North Carolina) receives grants from 1 organization whose IRS filings report $8,750 to it, the largest being DELOITTE FOUNDATION ($8,750). 0 of them have funded it in more than one year.
- How many funders does UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INVESTMENT FUND have?
- IRS filings report 1 organization giving $8,750 in grants to UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INVESTMENT FUND.
- Who is the largest funder of UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INVESTMENT FUND?
- DELOITTE FOUNDATION is the largest funder on record, with $8,750 in grants. The full list of funders is on this page.
- How can an organization like UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INVESTMENT FUND find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in North Carolina. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
Play a game about who funds University of North Carolina at Charlotte Investment →
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 1 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing