Form 990 for the fiscal year ending June 2025 (IRS tax year 2024).
Supports business school students with hands-on private fund operating experience.
- Type
- Supporting organization · Education
- Location
- Chapel Hill, NC
- Filings
- 5 on file (2021–2025)
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Summary of the Filing
Identity & Classification
Governance & Policies
Officers, Directors & Key Employees
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Where the work happens
Provided funds to support educational investment programs for mba students at the university of north carolina at chapel hill.
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Statement of Revenue
Statement of Functional Expenses
Balance Sheet
Financial Metrics
Same NTEE category, revenue band, and state where available. Descriptive — not a grade.
| Metric | This org | Peer median | Percentile |
|---|---|---|---|
| Program ratio | 96% | — | — |
| Overhead ratio | 4% | — | — |
| Revenue growth | -71% | — | — |
| Legal fee ratio | 2% | — | — |
| Accounting fee ratio | 1% | — | — |
Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.
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Filings & Schedule Manifest
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Sources
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