Grantmakers › North Carolina

Charlotte Region Chapter of Sim

Charlotte, NC · EIN 27-1745235. Reported 56 grants totalling $306,100 to 20 organizations across tax years 2023-2025, on Form 990 Schedule I.

20organizations funded
$4,650median reported grant
$306,100granted, 2023-2025
92%of grantees funded again the next year
19%of dollars to its largest recipient

Does this grantmaker accept applications?

Its tax return does not say, and we will not guess. Private foundations file Form 990-PF, which asks outright whether they fund only organizations they select themselves -- 78% say yes, and that one answer is what lets the rest of this site tell you which foundations are worth approaching. Grantmaking charities like this one file a regular Form 990 instead, and the IRS never puts the question to them. Anyone claiming to know the answer from the filing is inventing it.

Three things in the filing do bear on it:

  1. What kind of organization it is. For Charlotte Region Chapter of Sim, the IRS classifies it under community improvement rather than as a grantmaker (NTEE S41) -- it is an operating charity that also makes grants.
  2. How spread out its giving is. 20 distinct organizations, with 19% of the dollars going to the largest single recipient. That is genuinely spread out -- the mark of a funder making many independent decisions rather than underwriting one institution.
  3. How much its list changes. 92% of one year's grantees are funded again the next, across 2 year-to-year transitions. That is well above the 56% median for grantmaking charities, and above the 67% median for private foundations. It describes the organizations it already funds, not whether it would consider a new one.

How big are its grants?

The median reported grant is $4,650. Half of what it reported fell between $2,500 and $7,000; the smallest was $1,500 and the largest $22,500. If you are asking for materially more than the top of that range, you are asking the wrong organization.

Schedule I only reports grants over $5,000. Form 990 requires a charity to list recipients it paid more than that and lets it omit the rest, so every grant-size figure on this page describes the grants it reported, not all of them. Its real median is lower and its real recipient count is higher. This is also why these numbers cannot be compared with the private-foundation figures elsewhere on this site -- Form 990-PF has no reporting floor, so the two are different populations rather than two samples of one.
Under $5,000
29 grants
$5,000 - $10,000
21 grants
$10,000 - $25,000
6 grants

Every organization it funded

This is the complete list from its filings, largest first. Recipients are grouped by the EIN the filer reported, not by name, so an organization that was typed differently in two years appears once rather than twice.

OrganizationLocationTotal receivedGrantsYears fundedLast
The Foundation of the University of North Carolina at Charlotte IncCharlotte, NC$57,500332025
Dottie Rose FoundationCharlotte, NC$29,000332025
YMCA of Greater CharlotteCharlotte, NC$25,300332025
Queen City Robotics Alliance IncCharlotte, NC$25,000332025
Innovate Tech CharlotteCharlotte, NC$22,600322025
Digibridge IncCharlotte, NC$21,000332025
Phillip O Berry Cms SchoolsCharlotte, NC$14,000332025
Goodwill Industries of the Southern Piedmont IncCharlotte, NC$12,500222024
Project ScientistSan Francisco, CA$12,100332025
Intech FoundationCharlotte, NC$11,000222024
App YouniversityCharlotte, NC$10,350332025
E2D IncDavidson, NC$10,350332025
Charlotte Latin Schools IncCharlotte, NC$10,100332025
Gaston Innovation Group IncBelmont, NC$10,100332025
Winthrop UniversityRock Hill, SC$9,000332025
Apparo Solutions IncCharlotte, NC$7,000332025
YoucantechCharlotte, NC$7,000332025
Johnson C Smith University IncorporatedCharlotte, NC$6,100332025
Discovery Place IncCharlotte, NC$4,600332025
Girls in STEMHghlnds Ranch, CO$1,500112024

19 of 20 (95%) received money in more than one year over the 3 years we hold. Remember the $5,000 floor: an organization funded every year at $3,000 shows up here as never funded at all.

What kind of organizations it funds

By the activity category the IRS assigns each recipient, for the 16 of 20 recipients we could match to a registered organization. The categories are the IRS's, not ours -- Schedule I reports the recipient's EIN, so this is a lookup rather than a name match.

Education
9 orgs
Human Services
2 orgs
Community Improvement
2 orgs
Science & Technology
1 org
Employment
1 org
Arts & Culture
1 org

Giving by year

Tax yearGrants reportedTotalMedian grant
202318$108,500$5,000
202420$117,500$4,125
202518$80,100$3,000

Tax years, not calendar years, and the most recent year is usually incomplete -- Form 990 arrives about a year after the year it covers, so a low final year means late paperwork rather than a grantmaker winding down.

Where its money goes

93% of its giving went to organizations in North Carolina. Community foundations and federated funds are usually the most geographically bounded funders there are -- being outside the footprint is normally disqualifying in a way that a weak programme fit is not.

North Carolina
$284K
California
$12K
South Carolina
$9K
Colorado
$2K

Down to the city

Charlotte, NC
$263K
San Francisco, CA
$12K
Davidson, NC
$10K
Belmont, NC
$10K
Rock Hill, SC
$9K
Hghlnds Ranch, CO
$2K

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Funders that support the same organizations

These grantmakers and private foundations gave to organizations this one also funded. Shared grantees are a sign of overlapping priorities and nothing more: they do not show that any of these funders would consider a new organization. Each page says what its filings show.

American Online Giving Foundation Inc16 shared recipientsDuke Energy Foundation14 shared recipientsFoundation for the Carolinas13 shared recipientsFidelity Investments Charitable Gift Fund12 shared recipientsDonor Advised Charitable Giving Inc11 shared recipientsCharities Aid Foundation America11 shared recipients

How to approach this grantmaker

  1. Look for a published programme first. Unlike most private foundations, organizations of this kind often do run open, deadlined grant cycles with written guidelines. Its own website is the authority on that; this page is the authority on who it has actually paid.
  2. Check you are its size. The median reported grant is $4,650 -- and because grants under $5,000 need not be reported, it very likely writes smaller cheques than this page can see.
  3. Check you are in its geography. Its giving concentrates in North Carolina.
  4. Read the recipient list for organizations like yours. If nothing on it resembles your work, that is a real answer and a cheap one to get.

Related guides

Foundations funding education in North CarolinaEvery funder in this group

Where these numbers come from

Everything above is taken from Charlotte Region Chapter of Sim's own Form 990 Schedule I filings, which the IRS publishes in bulk. We used 3 returns (tax years 2023-2025). Grant figures are from its returns. Recipient classifications, the concentration and retention figures and the funders that support the same organizations are our own calculations from them, described in how we build this.

On its most recent return it told the IRS it made grants to 17 section 501(c)(3) organizations and 1 other organizations. That is the filer's own count for one year; the totals above cover every year we hold.

Address of record on the latest return: 1936 Mecklenburg Ave, Charlotte, NC, 28205.

EIN 27-1745235 · See the original filings on ProPublica · How we build this

This is history, not an open call. Form 990 is published about a year after the tax year it covers. Nothing on this page is a deadline. It is a record of who this organization has actually funded.

Is something here wrong about your organization? Email [email protected] and we will correct it.