Wake Forest University Foundation
Donations deductibleWake Forest University Foundation's network
12 people3 organisationsi12 people and 3 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (12). Violet dotted lines (24) 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
12 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.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 12 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 |
|---|---|---|---|
| Mit B Shah Chair | Chair | 2021 | 5 yrs |
| Aubrey L Martin | Trustee | 2022 | 4 yrs |
| Cantey M Ergen | Trustee | 2022 | 4 yrs |
| Diana M Adams (also filed as Diana Adams) | Trustee | 2018 | 8 yrs |
| Frank B Holding Jr (also filed as Frank B Holding) | Trustee | 2018 | 8 yrs |
| James M O'Connell | Trustee | 2020 | 6 yrs |
| John M McAvoy | Trustee | 2021 | 5 yrs |
| Marybeth Torbet Hays | Trustee | 2022 | 4 yrs |
| Michael C Smith | Trustee | 2023 | 3 yrs |
| Ogden Phipps II | Trustee | 2018 | 8 yrs |
| Peter C Brockway | Trustee | 2023 | 3 yrs |
| Robert J McCreary | Vice Chair | 2021 | 5 yrs |
Officers and senior leadership
5 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 |
|---|---|---|
| Anita M Conrad | Asst. Secretary | since 2018 |
| B Hofler Milam | VP & Treasurer | since 2018 |
| J Reid Morgan | Company secretary | since 2018 |
| Nathan O Hatch PhD | President | since 2018 |
| Susan R Wente PhD | President | since 2022 |
Pay and hours
year to 30 June 2025iFrom 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 |
|---|---|---|---|---|---|
| Mit B Shah | Chair | 0.2 | $0 | ||
| Lynn C Baranski | Trustee | 0.2 | $0 | ||
| Frederick W Eubank II | Trustee | 0.2 | $0 | ||
| Peter C Brockway | Vice Chair | 0.2 | $0 | ||
| Frank B Holding Jr | Trustee | 0.2 | $0 | ||
| Marybeth Torbet Hays | Trustee | 0.2 | $0 | ||
| Aubrey L Martin | Trustee | 0.2 | $0 | ||
| James M O'Connell | Trustee | 0.2 | $0 | ||
| Michael C Smith | Trustee | 0.2 | $0 | ||
| Cantey C Ergen | Trustee | 0.2 | $0 | ||
| Jacqueline A Travisano EdD | VP & Treasurer | 0.2 | $0 | $852k | $244k |
| Brian A White | Secretary | 0.2 | $0 | $693k | $48k |
| Susan R Wente PhD | President | 0.2 | $0 | $1.5m | $363k |
About
- Legal name
- Wake Forest University Foundation
- EIN
- 562038193
- Address
- 1834 Wake Forest Rd Unit 7201, Winston Salem, NC, 27109-6049
- State
- North Carolina
- Mission
- The organization operates as a supporting organization exclusively for the benefit of Wake Forest University ("WFU"). Its objectives include: (1) serving as a holding and management company for long-term properties and endowments; (2) managing planned-giving properties and programs; (3) assisting in WFU development; (4) obtaining, acquiring, receiving, constructing, erecting or otherwise... (as filed on the Form 990)
- Activity (NTEE)
- B00I Education
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Education
- Size band
- 7 (IRS master file code)
- Formed
- 1996
- Principal officer
- Susan R Wente PhD (as named on the Form 990)
- IRS ruling date
- 1 July 1998
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2023
- IRS Publication 78
- SOUNK (contributions deductible)
Most connected
Related organisations (Schedule R)
RelatedEducation and ResearchWake Forest UniversityRelatedHolds & sells donated real estate for Wake Forest Univ.Wake Forest University Development FoundationRelatedMedical Education, Research and Patient CareWake Forest University Health SciencesRelatedArt MuseumReynolda House Inc
Longest observed on the filings
≥8years on the filingsDiana M Adams
≥8years on the filingsFrank B Holding Jr
≥8years on the filingsOgden Phipps II
≥6years on the filingsJames M O'Connell
Latest return
year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.- Total assets
- $6.1m
- Total liabilities
- $7k
- Net assets or fund balances
- $6.1m
- Contributions and grants received
- $0
- Program service revenue
- $67k
- Employees
- 0
- Volunteers
- 10