Civic Intelligence

Ally Charitable Foundation

990PF • Fiscal year 2024 • EIN 84-4571035

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 05, 2025

Organization Profile
601 South Tryon StreetCharlotte, NC 28202

(980) 312-8320

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

79th percentile

0.01x

Higher debt load relative to assets than 79% of similar nonprofits.

2024 filings • NTEE T • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

79th percentile

0.12x

Higher debt load relative to revenue than 79% of similar nonprofits.

2024 filings • NTEE T • $50M-$100M nonprofits • Source year 2024

Net Margin

67th percentile

54%

Higher net margin than 67% of similar nonprofits.

2024 filings • NTEE T • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • NTEE T • $50M-$100M nonprofits • Source year 2024

Asset Growth

60th percentile

9.6%

Faster asset growth than 60% of similar nonprofits.

2024 filings • NTEE T • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

40th percentile

22%

Faster revenue growth than 40% of similar nonprofits.

2024 filings • NTEE T • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$89,622,818

Up $7,876,483 (+9.6%) from 2023

Net Assets

$88,411,015

No earlier filing loaded for comparison.

Liabilities

Down

$1,211,803

Down $3,798,686 (-76%) from 2023

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin67th percentile

Revenue

Up

$9,897,273

Up $1,756,097 (+22%) from 2023

Expenses

Down

$4,521,678

Down $1,261,602 (-22%) from 2023

Net Income

Up

$5,375,595

Up $3,017,699 (+128%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$100M$50M$0Assets 2020: $31,020,480Liabilities 2020: $581,001Net Assets 2020: $30,439,4792020Assets 2021: $83,339,784Liabilities 2021: $3,576,9322021Assets 2022: $71,357,693Liabilities 2022: $6,610,430Net Assets 2022: $64,747,2642022Assets 2023: $81,746,335Liabilities 2023: $5,010,4892023Assets 2024: $89,622,818Liabilities 2024: $1,211,803Net Assets 2024: $88,411,0152024

Highlighted filing

2024

Assets$89,622,818
Liabilities$1,211,803
Net Assets$88,411,015
Open 2024 Filing

Operations Trend

Revenue Growth40th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60M$40M$20M$0-$20MRevenue 2020: $35,342,279Expenses 2020: $1,774,800Net Income 2020: $33,567,4792020Revenue 2021: $53,678,980Expenses 2021: $10,098,469Net Income 2021: $43,580,5112021Revenue 2022: $10,327,035Expenses 2022: $11,166,346Net Income 2022: -$839,3112022Revenue 2023: $8,141,176Expenses 2023: $5,783,280Net Income 2023: $2,357,8962023Revenue 2024: $9,897,273Expenses 2024: $4,521,678Net Income 2024: $5,375,5952024

Highlighted filing

2024

Revenue$9,897,273
Expenses$4,521,678
Net Income$5,375,595
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 5, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL RIZERPresidentPT$0--
JAN BERGESONVice PresidentPT$0--
SAMUEL LITTLETreasurerPT$0--
JAY FRUCCIAssistant TreasurerPT$0--
JACQUELINE HOWARDSecretaryPT$0--
JOYCE DANIELSAssistant SecretaryPT$0--
MARY FRENCHAssistant SecretaryPT$0--
ALISON SUMMERVILLEDirectorPT$0--
ANDREA BRIMMERDirectorPT$0--
DAVID DEBRUNNERDirectorPT$0--
DIANE MORAISDirectorPT$0--
LASHAUNA LOWRYDirectorPT$0--
LINDSAY YOUSIFDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Ally Charitable Foundation
EIN
84-4571035
Phone
9803128320
Address
601 SOUTH TRYON STREET, CHARLOTTE, NC 28202

Signing Officer

Name
Jay Frucci
Title
Assistant Treasurer
Phone
9803128320
Signed
2025-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Deloitte Tax Llp
Address
1001 WOODWARD AVE SUITE 700, DETROIT, MI 48226
Preparer
Navneet Singh
Phone
3133963000
Raw XML AppendixShowing 400 of 1,942 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt0THE GRANTOR IS NOT AWARE OF ANY DIVERSION OF FUNDS.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt1THE GRANTOR IS NOT AWARE OF ANY DIVERSION OF FUNDS.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt0CHARLOTTE SMALL BUSINESS GROWTH FUND LLC
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt1CHARLOTTE HOUSING OPPORTUNITY INVESTMENT FUND II LLC
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt06/30/2024
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt16/30/2024
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt03000000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt1285000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt03000000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt1285000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt02024-02-27
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt12024-11-07
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0THIS LOAN INVESTMENT WILL SUPPORT THE CHARLOTTE MAYORS EQUITY INITIATIVES AND SUPPORT COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS (CDFI) THROUGH THE CREATION AND ONGOING DEVELOPMENT OF A SECONDARY MARKET FOR CDFI SMALL BUSINESS LOANS.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt1THE LOAN WILL HELP FACILITATE THE DEVELOPMENT OF AFFORDABLE HOUSING.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt0THE GRANTOR REVIEWED THE GRANTEE'S FINANCIAL RECORDS AND FOUND THE RECORDS TO BE ACCURATE AND IN LINE WITH THE GRANT'S PURPOSE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt1THE GRANTOR REVIEWED THE GRANTEE'S FINANCIAL RECORDS AND FOUND THE RECORDS TO BE ACCURATE AND IN LINE WITH THE GRANT'S PURPOSE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt0330 S TRYON STREET
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt1201 S TRYON STREET
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm0CHARLOTTE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm1CHARLOTTE
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd1NC
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd028202
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd128202
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt02024-10-31
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt12024-10-31
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt03702406
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13262638
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt234912785
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt329480295
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt47603715
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt51937364
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt03702406
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13262638
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt234912785
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt329480295
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt47603715
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt51937364
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ISHARES RUSSELL 2000 ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2SPDR S&P 500 ETF TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3VANGUARD TOTAL BOND MARKET ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4VANGUARD FTSE DEVELOPED MARKETS ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5VANGUARD FTSE EMERGING MARKETS ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01606239
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12014709
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MISSION RELATED INVESTMENT: HOUSING IMPACT FUND II, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1PROGRAM RELATED INVESTMENTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01606239
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12014709
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt03009273
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0771201
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt06888000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt04319149
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt06888000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01998054
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01998054
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt05375595
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt09985544
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0240018
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0240018
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0771201
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02946327
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt062946
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt064463
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0138066
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt06888000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt062946
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt04521678
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt03009273
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt09897273
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt062946
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0202529
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt09214343
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0771201
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0771201
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt09985544
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0771201
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt05375595
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt06299574
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt088411015
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt076735846
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt088411015
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt04209474
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt04209474
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt04209474
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt04250428
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt040954
IRS990PF/DistributableAmountGrp/TotalTaxAmt040954
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt07089
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0286
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt030329
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt018000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt040954
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt07089
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt040954
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt040954
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt048329
IRS990PF/FMVAssetsEOYAmt089622818
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt07489
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt072803
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01001258
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0711005
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0711005
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt074439829
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt080899203
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt080899203
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt05003000
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt01139000
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt076735846
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt088411015
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0181791
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt030411
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt030411
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0595846
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt03620948
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt03620948
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt05527611
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt04361251
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt04361251
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt081746335
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt089622818
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt089622818
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt05010489
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt01211803
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt081746335
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt089622818
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt076735846
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt088411015
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt086303112
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt04635779
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt081667333
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01294547
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt04250428
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt085008565
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt086303112
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt75.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt85.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt95.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt105.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt125.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt120
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt80
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JAN BERGESON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2SAMUEL LITTLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JAY FRUCCI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4JACQUELINE HOWARD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5JOYCE DANIELS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6MARY FRENCH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7ALISON SUMMERVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8ANDREA BRIMMER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm9DAVID DEBRUNNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm10DIANE MORAIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm11LASHAUNA LOWRY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm12LINDSAY YOUSIF
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3ASSISTANT TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5ASSISTANT SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6ASSISTANT SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt9DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt10DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt11DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt12DIRECTOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1200 WEST CIVIC CENTER DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2601 S TRYON STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3500 WOODWARD AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4500 WOODWARD AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5500 WOODWARD AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt6601 S TRYON STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt7601 S TRYON STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt8500 WOODWARD AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt9500 WOODWARD AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt10601 S TRYON STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11601 S TRYON STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12500 WOODWARD AVENUE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SANDY
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6CHARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm7CHARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm8DETRIOT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm9DETRIOT
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm11CHARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm12DETRIOT
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd848226
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd948226
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1028202
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1248226
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt06888000
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt03285000
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt010173000
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd01
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd01
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MICHAEL RIZER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0601 SOUTH TRYON STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CHARLOTTE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd028202
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NC
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum09803128320
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.ALLY.COM/ABOUT/SOCIAL-IMPACT/GRANTS/
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0ON FEBRUARY 27, 2024, ALLY CHARITABLE FOUNDATION SIGNED A PROGRAM-RELATED INVESTMENT AGREEMENT WITH CHARLOTTE SMALL BUSINESS GROWTH FUND LLC AND CORRESPONDING PROMISSORY NOTE FOR $3,000,000. THIS LOAN INVESTMENT WILL SUPPORT THE CHARLOTTE MAYOR'S EQUITY INITIATIVES AND SUPPORT COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS (CDFI) THROUGH THE CREATION AND ONGOING DEVELOPMENT OF A SECONDARY MARKET FOR CDFI SMALL BUSINESS LOANS.
IRS990PF/SumOfProgramRelatedInvstGrp/Description2Txt0THE EFFECTIVE DATE OF THE PROGRAM-RELATED INVESTMENT AGREEMENT WITH CHARLOTTE HOUSING OPPORTUNITY INVESTMENT FUND II (CHOIF II) OCCURRED ON NOVEMBER 7, 2024. THE LOAN WILL HELP FACILITATE THE DEVELOPMENT OF AFFORDABLE HOUSING.
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt03000000
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses2Amt0285000
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt03285000
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICATIONS SHOULD BE SUBMITTED ONLINE BY VISITING WWW.ALLY.COM/ABOUT/SOCIAL-IMPACT/GRANTS/
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0ALLY CHARITABLE FOUNDATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09803128320
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0601 SOUTH TRYON STREET
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0CHARLOTTE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd028202
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0THE ORGANIZATION MUST HAVE AN APPROVED 501(C)(3) TAX EXEMPT PUBLIC CHARITY STATUS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt020000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt225000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt320000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt415000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt520000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt615000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt715000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt81000000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt925000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1020000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1215000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1450000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1515000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1610000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1710000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1825000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1915000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2050000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2225000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2315000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2450000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2520000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2615000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2750000

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$89,622,818
Liabilities
$1,211,803
Net assets
$88,411,015
Revenue
$9,897,273
Expenses
$4,521,678
Net income
$5,375,595
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$89.6$1.21$88.4$9.90$4.52$5.38
2023Summary only. Only limited summary data is available for this year.$81.7$5.01$8.14$5.78$2.36
2022Detailed filing. Detailed filing data is available for this year.$71.4$6.61$64.7$10.3$11.2$0.84
2021Summary only. Only limited summary data is available for this year.$83.3$3.58$53.7$10.1$43.6
2020Detailed filing. Detailed filing data is available for this year.$31.0$0.58$30.4$35.3$1.77$33.6
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