Community Investments Foundation
Donations deductibleCommunity Investments Foundation's network
4 people2 organisationsi4 people and 2 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (4). Violet dotted lines (3) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
4 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 4 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Todd W Mansfield Chair | Chair | 2018 | 8 yrs |
| Chris Poplin | Director | 2020 | 6 yrs |
| Kieth Cockrell | Director | 2022 | 4 yrs |
| Marian Steele Clark | Director | 2022 | 4 yrs |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
10 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Alyssa Federico | Senior VP, Finance | since 2022 |
| Catherine D Warfield | Senior V.P., Philanthropic Adv. | 2020 |
| Douglas W Benson | Senior VP & in-House Counsel | since 2020 |
| Elizabeth Kiser | Senior VP, Philanthropic Advancement | since 2022 |
| Evan Wolkofsky | Deputy Gen. Counsel & VP | since 2022 |
| Holly Welch Stubbing | Treasurer/Secretary | since 2018 |
| Laura Smith | Executive VP | since 2022 |
| Michael Marsicano | President & CEO | since 2022 |
| Nikhil Sawant | Executive VP & CIO | since 2022 |
| Robin Barefoot | Associate Counsel | since 2022 |
Pay and hours
year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Todd W Mansfield | Chair | 0.3 | $0 | ||
| Kieth Cockrell | Director | 0.3 | $0 | ||
| Chris Poplin | Director | 0.3 | $0 | ||
| Marian Steele Clark | Director | 0.3 | $0 | ||
| Michael Marsicano | President & CEO | 5 | $0 | ||
| Laura Smith | Executive VP | 5 | $0 | $436k | $4k |
| Nikhil Sawant | Executive VP & CIO | 5 | $0 | $246k | $25k |
| Douglas W Benson | Senior VP & General Counse | 5 | $0 | $258k | $47k |
| Alyssa Federico | Chief Financial Officer | 5 | $0 | $229k | $46k |
| Elizabeth Kiser | Senior VP, Philanthropic A | 5 | $0 | $202k | $58k |
| Evan Wolkofsky | Assistant Deputy Counsel | 5 | $0 | $213k | $57k |
| Robin Barefoot | Associate Counsel | 5 | $0 | $139k | $42k |
About
- Legal name
- Community Investments Foundation
- EIN
- 456930128
- Address
- 220 N Tryon St, Charlotte, NC, 28202-2137
- State
- North Carolina
- Mission
- Community investments foundation (cif) receives and manages gifts of business interests or other unique assets, until they can be liquidated, with the proceeds used in support of various charitable organizations. (as filed on the Form 990)
- Activity (NTEE)
- P117 Human services
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Human Services
- Size band
- 9 (IRS master file code)
- Formed
- 2012
- Principal officer
- Alyssa Federico (as named on the Form 990)
- IRS ruling date
- 1 August 2012
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2024
- IRS Publication 78
- SO (contributions deductible)
Most connected
Related organisations (Schedule R)
RelatedGRANTMAKINGFoundation for the CarolinasRelatedGRANTMAKINGFoundation for the Charlotte Jewish CommunityRelatedGRANTMAKINGThe Ja Turner Family FoundationRelatedGRANTMAKINGCommunity Real Property Holdings Inc
Longest observed on the filings
≥8years on the filingsTodd W Mansfield
≥6years on the filingsChris Poplin
≥4years on the filingsKieth Cockrell
≥4years on the filingsMarian Steele Clark
Latest return
year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.- Total assets
- $68.8m
- Total liabilities
- $272k
- Net assets or fund balances
- $68.5m
- Contributions and grants received
- $13.6m
- Program service revenue
- $0
- Grants and similar paid out
- $23.8m
- Employees
- 0
- Volunteers
- 4
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $16.5m | $25.3m | Deficit $8.7m |
As filed on the IRS Form 990. US dollars.
Grants paid
5 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.| Recipient | Purpose | Amount |
|---|---|---|
| Foundation for the Carolinas | $18m | |
| Foundation for the Charlotte Jewish Community | $5.7m | |
| Bradhams Legacy | Charitable gift | $52k |
| Tryon Palace Foundation Inc | Charitable gift | $40k |
| Vanguard Charitable Endowment Program | Charitable gift | $32k |