2023-11-14T12:12:13-06:00 2022-12-31 882730877 CHERRY BEKAERT ADVISORY LLC 1111 METROPOLITAN AVE STE 900 CHARLOTTE NC 28204 990 2022-01-01 311501858 FOUNDATION FOR THE CHARLOTTE JEWISH COMMUNITY FOUN 7049734500 220 NORTH TRYON STREET CHARLOTTE NC 28202 ALYSSA FEDERICO ASSISTANT SECRETARY 7049734500 2023-11-05 1 ALYSSA FEDERICO 999009999 1 PAULA WENDLING P00536805 7043771678 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z ALYSSA FEDERICO 220 NORTH TRYON STREET CHARLOTTE NC 28202 11018110 0 X N/A X 1998 NC THE ADMINISTRATION AND MAINTENANCE OF EXISTING ENDOWMENTS TO SUPPORT THE FUTURE OF CHARLOTTE'S JEWISH COMMUNITY AND ASSISTANCE IN THE DEVELOPMENT OF NEW ENDOWMENT OPPORTUNITIES. 19 18 0 0 0 0 22383598 9170419 743674 761770 2535948 1085921 0 0 25663220 11018110 8799900 10548332 0 0 0 0 0 0 132225 1917111 1886235 10717011 12434567 14946209 -1416457 211438737 179664537 3518209 3401011 207920528 176263526 X TO ADVANCE PHILANTHROPY THROUGH EDUCATION AND TO RAISE PERMANENT CHARITABLE RESOURCES TO IMPROVE AND STRENGTHEN THE QUALITY OF JEWISH LIFE. 0 0 4076536 3768942 EDUCATION: DISBURSED GRANTS IN SUPPORT OF EDUCATIONAL INSTITUTIONS AND INTIATIVES. 2298635 2125192 RELIGION: DISBURSED GRANTS TO ORGANIZATIONS DEDICATED TO SUPPORTING THE JEWISH COMMUNITY AND FURTHERING THE QUALITY OF JEWISH LIFE IN THE CHARLOTTE REGION. 1241766 1148069 RECREATION & SPORTS: DISBURSED GRANTS IN SUPPORT OF RECREATIONAL INSTITUTIONS AND INITIATIVES. 3792273 3506128 761770 DISBURSED GRANTS IN SUPPORT OF VARIOUS OTHER ORGANIZATIONS FOCUSED ON THE CAUSES OF HUMAN SERVICES, HEALTH CARE, ARTS/CULTURE/HUMANITIES, PHILANTRHOPY, HOUSING/SHELTER, ANIMAL-RELATED, COMMUNITY IMPROVEMENT, VOLUNTARY HEALTH ASSOCIATIONS/MEDICAL DISCIPLINES, FOREIGN AFFAIRS/NATIONAL SECURITY, FOOD AGRICULTURE & NUTRITION, PUBLIC SAFETY DISASTER PREPARATION & RELIEF, YOUTH DEVELOPMENT, EMPLOYMENT, CIVIL RIGHTS, PUBLIC & SOCIAL BENEFIT, ENVIRONMENTAL, MENTAL HEALTH & CRISIS INTERVENTION, MEDICAL RESEARCH, MUTUAL & MEMBERSHIP BENEFIT, SOCIAL SCIENCE, CRIME & LEGAL-RELATED, AND SCIENCE & TECHNOLOGY. 3792273 3506128 761770 11409210 1 1 0 0 0 1 0 0 0 1 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 19 18 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 1 1 0 0 0 NC X ALYSSA FEDERICO 7049734500 220 NORTH TRYON STREET CHARLOTTE NC 28202 DAVID CANTOR TREASURER 0.30 0.00 X X 0 0 0 JON MASSACHI DIRECTOR 0.30 0.00 X 0 0 0 KEN GOLDER DIRECTOR 0.30 0.00 X 0 0 0 SARAH ROSE DIRECTOR 0.30 0.00 X 0 0 0 HARRY SPARKS DIRECTOR 0.30 0.00 X 0 0 0 IRA SLOMKA VICE CHAIR 0.30 0.00 X X 0 0 0 MARK LERNER DIRECTOR 0.30 0.00 X 0 0 0 CYNDEE PATTERSON DIRECTOR 0.30 0.00 X 0 0 0 TOM BOCK DIRECTOR 0.30 0.00 X 0 0 0 MICHAEL MARSICANO VICE PRESIDENT 0.30 50.00 X X 0 817136 81188 ELISE KOSOFSKY DIRECTOR 0.30 0.00 X 0 0 0 MIKE SCHARF DIRECTOR 0.30 0.00 X 0 0 0 EMILY ZIMMERN DIRECTOR 0.30 0.00 X 0 0 0 GLENDA BERNHARDT DIRECTOR 0.30 0.00 X 0 0 0 STEPHEN PHILIPSON CHAIR 0.30 0.00 X X 0 0 0 DEBRA VAN GLISH DIRECTOR 0.30 0.00 X 0 0 0 FRED DUMAS IMMEDIATE PAST CHAIR 0.30 0.00 X X 0 0 0 HOLLY LEVINSON SECRETARY 0.30 0.00 X X 0 0 0 GARY STARR DIRECTOR 0.30 0.00 X 0 0 0 ALYSSA FEDERICO ASSISTANT SECRETARY 0.30 50.00 X 0 258695 34413 0 1075831 115601 0 0 1 0 FOUNDATION FOR THE CAROLINAS 220 NORTH TRYON STREET CHARLOTTE NC 28202 ADMINISTRATIVE 322176 1 3865034 5305385 4015221 9170419 ADMINISTRATIVE FEES 900099 761770 761770 761770 462422 462422 623499 0 623499 623499 623499 11018110 761770 0 1085921 10548332 10548332 5250 2396 2486 368 469971 214495 222531 32945 1097610 500949 519719 76942 8024 3662 3800 562 186 85 88 13 99 45 47 7 ADMINISTRATIVE SUPPORT 262100 119623 124104 18373 DEVELOPMENT 17414 7948 8245 1221 DUES AND SUBSCRIPTIONS 266 121 126 19 25315 11554 11986 1775 12434567 11409210 893132 132225 8240357 1183215 1539845 2357753 201563677 176029439 94858 94130 211438737 179664537 3209 4344 3515000 3396667 3518209 3401011 X 157983052 134024746 49937476 42238780 207920528 176263526 211438737 179664537 -1416457 -30240545 0 X 0 1 X 0 0 X X X 1 FOUNDATION FOR THE CAROLINAS 566047886 7 1 10548332 0 1 10548332 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 PART IV SECTION A LINE 6: THE FOUNDATION FOR THE CHARLOTTE JEWISH COMMUNITY PROVIDES ENDOWMENT SERVICES TO VARIOUS INDIVIDUALS AND CHARITABLE ORGANIZATIONS, WHOSE FUNDS ARE MANAGED BY IT. ENDOWMENT SERVICES INCLUDE ADMINISTERING, INVESTING AND DISTRIBUTING FUNDS TO SUCH MEMBER ORGANIZATIONS AND OTHER ELIGIBLE 501(C)(3) CHARITABLE ORGANIZATIONS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 96 125 8188974 865500 8841372 1591014 133115839 43147687 1 1 47199112 814858 -6207770 1620608 2415 375665 39807512 41623223 2010741 5336079 1379840 2415 388676 47199112 37619089 710020 4424078 808435 2415 319114 41623223 29930268 3844069 5451463 1310734 2415 293552 37619089 32755650 789772 -1638579 1693347 2415 289813 29930268 0.29760 0.70240 0 0 0 FFTC POOLED FUNDS 154784373 F MERRILL LYNCH 17782808 F COLONY FAMILY OFFICES 3462258 F 176029439 X PART V, LINE 4: SPENDABLE INCOME FROM ENDOWED FUNDS IS USED ANNUALLY TO PROVIDE SUPPORT TO MANY CHARITABLE ORGANIZATIONS. INCOME CAN BE DESIGNATED FOR SPECIFIC PROGRAMS OR PROJECTS, OR CAN BE USED AS GENERAL OPERATING SUPPORT. THE PERCENTAGE REPORTED FOR PERMANENT ENDOWMENTS INCLUDES AMOUNTS THAT MUST BE MAINTAINED IN PERPETUITY AS WELL AS ACCUMULATED EARNINGS ON SUCH AMOUNTS THAT HAVE NOT YET BEEN APPROPRIATED FOR EXPENDITURE. PART X, LINE 2: THE FOUNDATION AND ITS SUPPORTING ORGANIZATIONS ARE EXEMPT FROM FEDERAL INCOME TAX UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE IRC. IN ACCORDANCE WITH IRC REGULATIONS, THE FOUNDATION IS TAXED ON UNRELATED BUSINESS INCOME, WHICH CONSISTS OF EARNINGS FROM ACTIVITIES NOT RELATED TO THE EXEMPT PURPOSE OF THE FOUNDATION. THE FOUNDATION ACCOUNTS FOR TAX UNCERTAINTIES BASED ON A MORE LIKELY THAN NOT RECOGNITION THRESHOLD WHEREBY TAX BENEFITS ARE ONLY RECOGNIZED WHEN THE FOUNDATION BELIEVES THAT THEY HAVE A GREATER THAN 50% LIKELIHOOD OF BEING SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE FOUNDATION HAS EVALUATED ALL ITS TAX POSITIONS AND DETERMINED THAT IT HAD NO UNCERTAIN INCOME TAX POSITIONS AS OF DECEMBER 31, 2022 OR 2021. 1 AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC 220 E 42ND STREET 400 NEW YORK NY 10017 131656634 501(C)(3) 70000 0 CHARITABLE GIFT ANIMAL LEAGUE OF GASTON COUNTY 425 W FRANKLIN BOULEVARD GASTONIA NC 28052 030417697 501(C)(3) 10000 0 CHARITABLE GIFT APPALACHIAN STATE UNIVERSITY FOUNDATION INC 134 ADMINISTRATION BUILDING BOONE NC 28608 237099379 501(C)(3) 500000 0 CHARITABLE GIFT ATRIUM HEALTH FOUNDATION PO BOX 32861 CHARLOTTE NC 28232 566060481 501(C)(3) 759375 0 CHARITABLE GIFT B'NAI SHALOM SYNAGOGUE INC 804-A WINVIEW DRIVE GREENSBORO NC 27410 560952340 501(C)(3) 30000 0 CHARITABLE GIFT CENTER FOR RACIAL EQUITY IN EDUCATION PO BOX 622018 CHARLOTTE NC 28262 842100138 501(C)(3) 15000 0 CHARITABLE GIFT CHABAD LAKE NORMAN 20120 COLONY POINT LANE CORNELIUS NC 28031 832847444 501(C)(3) 10000 0 CHARITABLE GIFT CHABAD OF DURHAM INC 6514 GLEN FOREST DRIVE CHAPEL HILL NC 27517 820550909 501(C)(3) 18000 0 CHARITABLE GIFT CHARLOTTE BALLET 701 N TRYON STREET CHARLOTTE NC 28202 581314711 501(C)(3) 10000 0 CHARITABLE GIFT CHARLOTTE CENTER FOR LEGAL ADVOCACY INC 5535 ALBERMARLE ROAD CHARLOTTE NC 28212 561202940 501(C)(3) 10000 0 CHARITABLE GIFT CHARLOTTE COUNTRY DAY SCHOOL 1440 CARMEL ROAD CHARLOTTE NC 28226 560623935 501(C)(3) 65000 0 CHARITABLE GIFT CHARLOTTE FAMILY HOUSING INC 300 HAWTHORNE LANE 3RD FLOOR CHARLOTTE NC 28204 581599120 501(C)(3) 250000 0 CHARITABLE GIFT CHARLOTTE JEWISH DAY SCHOOL INC 5007 PROVIDENCE ROAD 110-E CHARLOTTE NC 28226 562142023 501(C)(3) 75500 0 CHARITABLE GIFT CHARLOTTE MECKLENBURG LIBRARY FOUNDATION 310 N TRYON STREET CHARLOTTE NC 28202 461172548 501(C)(3) 1000000 0 CHARITABLE GIFT CHARLOTTE SYMPHONY ORCHESTRA SOCIETY INC 128 S TRYON STREET 350 CHARLOTTE NC 28202 566011568 501(C)(3) 55000 0 CHARITABLE GIFT CHAUTAUQUA FOUNDATION INC PO BOX 28 DEVELOPMENT OFFICE CHAUTAUQUA NY 14722 166028421 501(C)(3) 65000 0 CHARITABLE GIFT CHAUTAUQUA INSTITUTION INC PO BOX 28 CHAUTAUQUA NY 14722 160758844 501(C)(3) 250000 0 CHARITABLE GIFT CLASSROOM CENTRAL INC 2116 WILKINSON BOULEVARD CHARLOTTE NC 28208 030455618 501(C)(3) 100000 0 CHARITABLE GIFT COLORADO SEMINARY 2199 S UNIVERSITY BOULEVARD DENVER CO 80210 840404231 501(C)(3) 10000 0 CHARITABLE GIFT CRISIS ASSISTANCE MINISTRY 500-A SPRATT STREET CHARLOTTE NC 282062913 561416719 501(C)(3) 260000 0 CHARITABLE GIFT CROHN'S & COLITIS FOUNDATION OF AMERICA INC 733 THIRD AVENUE 510 NEW YORK NY 10017 136193105 501(C)(3) 11000 0 CHARITABLE GIFT DAVID M HERSKOVITS FOUNDATION 7383 ORANGEWOOD LAND 502 BOCA RATON FL 33418 872224912 501(C)(3) 10000 0 CHARITABLE GIFT DWELLINGSNOW INC PO BOX 4490 EVERETT WA 98204 873121926 501(C)(3) 12500 0 CHARITABLE GIFT EASTERN MUSIC FESTIVAL INC PO BOX 22026 GREENSBORO NC 27420 560771005 501(C)(3) 10000 0 CHARITABLE GIFT EDUCATIONAL FOUNDATION INC PO BOX 2446 CHAPEL HILL NC 27515 566058412 501(C)(3) 10000 0 CHARITABLE GIFT FLETCHER SCHOOL INC 8500 SARDIS ROAD CHARLOTTE NC 28270 561340099 501(C)(3) 12000 0 CHARITABLE GIFT FOCUS PHILANTHROPY INC 1637 16TH STREET SANTA MONICA CA 90404 452405071 501(C)(3) 100000 0 CHARITABLE GIFT FOUNDATION FOR THE DEFENSE OFDEMOCRACIES INC 1800 M STREET NW 800-S WASHINGTON DC 20036 134174402 501(C)(3) 10000 0 CHARITABLE GIFT FOUNDATION OF SHALOM PARK INC 5007 PROVIDENCE ROAD 102 CHARLOTTE NC 28226 581477833 501(C)(3) 620000 0 CHARITABLE GIFT FRANCIS PARKER SCHOOL 6501 LINDA VISTA ROAD SAN DIEGO CA 92111 951696720 501(C)(3) 65000 0 CHARITABLE GIFT FRIENDS OF YEMIN ORDE INC 4340 EAST-WEST HIGHWAY 202 BETHESDA MD 20814 223090463 501(C)(3) 18000 0 CHARITABLE GIFT FUQUA SCHOOL OF BUSINESS BOX 90120 DEVELOPMENT/ALUMNI DURHAM NC 277080118 560532129 501(C)(3) 10000 0 CHARITABLE GIFT GREENSBORO JEWISH FEDERATION GUILFORD CORPORATE PARK 5509-C WEST FRIENDLY AVENUE GREENSBORO NC 27410 237107693 501(C)(3) 17165 0 CHARITABLE GIFT HOPEWAY FOUNDATION 1717 SHARON ROAD WEST CHARLOTTE NC 28210 464510365 501(C)(3) 30000 0 CHARITABLE GIFT HOSPICE AND PALLIATIVE CARE CHARLOTTE REGION PO BOX 470408 CHARLOTTE NC 28247 561219017 501(C)(3) 10000 0 CHARITABLE GIFT HUMANE SOCIETY OF CHARLOTTE INC 2700 TOOMEY AVENUE CHARLOTTE NC 28203 581342479 501(C)(3) 10000 0 CHARITABLE GIFT IMPACTISRAEL INC 4340 EAST-WEST HIGHWAY 202 BETHESDA MD 20814 223090463 501(C)(3) 10000 0 CHARITABLE GIFT ISIDORE NEWMAN SCHOOL 1903 JEFFERSON AVENUE NEW ORLEANS LA 70115 720408935 501(C)(3) 55000 0 CHARITABLE GIFT ISRAEL GUID DOG CENTER FOR THE BLIND 968 EASTON ROAD H WARRINGTON PA 18976 232519029 501(C)(3) 48500 0 CHARITABLE GIFT JEWISH BOOK COUNCIL INC 520 8TH AVENUE 4TH FLOOR NEW YORK NY 10018 133737760 501(C)(3) 36000 0 CHARITABLE GIFT JEWISH EDUCATIONAL LOAN FUND INC 6065 ROSWELL ROAD 740 ATLANTA GA 30328 580568686 501(C)(3) 10000 0 CHARITABLE GIFT JEWISH FAMILY SERVICE OF SAN DIEGO 8804 BALBOA AVENUE TURK FAMILY CENTER SAN DIEGO CA 92123 951644024 501(C)(3) 15000 0 CHARITABLE GIFT JEWISH FAMILY SERVICES OF GREATER CHARLOTTE INC 5007 PROVIDENCE ROAD 105 CHARLOTTE NC 28226 201146861 501(C)(3) 98300 0 CHARITABLE GIFT JEWISH FEDERATION OF GREATER CHARLOTTE 5007 PROVIDENCE ROAD 101 CHARLOTTE NC 28226 561951745 501(C)(3) 959640 0 CHARITABLE GIFT JOHN CROSLAND SCHOOL 5146 PARKWAY PLAZA BOULEVARD CHARLOTTE NC 28217 561211583 501(C)(3) 10000 0 CHARITABLE GIFT LA JOLLA COUNTRY DAY SCHOOL 9490 GENESEE AVENUE LA JOLLA CA 92037 951875978 501(C)(3) 125000 0 CHARITABLE GIFT LOAVES AND FISHESFRIENDSHIP TRAYS INC 648 GRIFFITH ROAD SUITE B CHARLOTTE NC 28217 561398498 501(C)(3) 12500 0 CHARITABLE GIFT MERKOS LINYONEI CHINUCH LUBAVITCH OF NORTH CAROLINA 6619 SARDIS ROAD CHARLOTTE NC 28270 581482114 501(C)(3) 136000 0 CHARITABLE GIFT MINT MUSEUM 2730 RANDOLPH ROAD CHARLOTTE NC 28207 560670666 501(C)(3) 5500 0 CHARITABLE GIFT NORTH CAROLINA HILLEL 210 WEST CAMERON AVENUE CHAPEL HILL NC 27516 566094521 501(C)(3) 10000 0 CHARITABLE GIFT NORTH CAROLINA PERFORMING ARTS CENTER FOUNDATION 130 NTRYON STREET CHARLOTTE NC 28202 581791724 501(C)(3) 32929 0 CHARITABLE GIFT PAN-AFRICAN ACADEMY OF CHRISTIAN SURGEONS 1315 N PARK AVENUE PALATINE IL 60067 842569391 501(C)(3) 10100 0 CHARITABLE GIFT PLANNED PARENTHOOD SOUTH ATLANTIC 100 SOUTH BOYLAN AVENUE RALEIGH NC 27603 561282557 501(C)(3) 75000 0 CHARITABLE GIFT PRESBYTERIAN HOSPITAL FOUNDATION DBA NOVANT HEALTH FOUNDATION PO BOX 33549 CHARLOTTE NC 282333549 581413074 501(C)(3) 9281 0 CHARITABLE GIFT PRO BONO PUBLICO FOUNDATION PO BOX 531024 NEW ORLEANS LA 70153 611512587 501(C)(3) 25000 0 CHARITABLE GIFT QUEENS UNIVERSITY OF CHARLOTTE 1900 SELWYN AVENUE CHARLOTTE NC 28274 560530003 501(C)(3) 855000 0 CHARITABLE GIFT R BRUCE IRONS CAMP FUND DBA WAYFINDERS 725 PROVIDENCE ROAD 326 CHARLOTTE NC 28207 550825218 501(C)(3) 20000 0 CHARITABLE GIFT RAMAH DAROM 6400 POWERS FERRY RD NW 215 ATLANTA GA 30339 582146741 501(C)(3) 69000 0 CHARITABLE GIFT RELATIVES INC 2219 FREEDOM DRIVE CHARLOTTE NC 28202 561082022 501(C)(3) 200000 0 CHARITABLE GIFT REMEMBER NIGER COALITION 430 E 8TH STREET 146 HOLLAND MI 49423 263500898 501(C)(3) 10000 0 CHARITABLE GIFT ROOF ABOVE INC PO BOX 31335 CHARLOTTE NC 28231 561837620 501(C)(3) 210000 0 CHARITABLE GIFT ROWAN COUNTY UNITED WAY INC 131 W INNES STREET 201 SALISBURY NC 28144 560642828 501(C)(3) 10000 0 CHARITABLE GIFT SAFE ALLIANCE INC 601 E FIFTH STREET 400 CHARLOTTE NC 28202 560529967 501(C)(3) 10000 0 CHARITABLE GIFT SANDRA AND LEON LEVINE JEWISH COMMUNITY CENTER 5007 PROVIDENCE ROAD 114 CHARLOTTE NC 28226 561100696 501(C)(3) 341949 0 CHARITABLE GIFT SARASOTA-MANATEE JEWISH FOUNDATION INC 580 MCINTOSH ROAD SARASOTA FL 34232 591227747 501(C)(3) 50000 0 CHARITABLE GIFT SECOND HARVEST FOOD BANK OF METROLINA INC 500-B SPRATT STREET CHARLOTTE NC 28206 561352593 501(C)(3) 8000 0 CHARITABLE GIFT SPOLETO FESTIVAL USA 14 GEORGE STREET CHARLESTON SC 29401 570660848 501(C)(3) 14616 0 CHARITABLE GIFT SUSAN G KOMEN BREAST CANCER FOUNDATION INC PO BOX 601597 CHARLOTTE NC 28260 751835298 501(C)(3) 10000 0 CHARITABLE GIFT TEEN HEALTH CONNECTION INC 3541 RANDOLPH ROAD 206 CHARLOTTE NC 28235 561719715 501(C)(3) 10000 0 CHARITABLE GIFT TEMPLE BETH EL 5101 PROVIDENCE ROAD CHARLOTTE NC 28226 560840614 501(C)(3) 370326 0 CHARITABLE GIFT TEMPLE EMANU-EL OF SARASOTA INC 151 MCINTOSH ROAD SARASOTA FL 34232 591145961 501(C)(3) 16000 0 CHARITABLE GIFT TEMPLE ISRAEL 4901 PROVIDENCE ROAD CHARLOTTE NC 28226 560588476 501(C)(3) 230485 0 CHARITABLE GIFT UNC - CHAPEL HILL PO BOX 309 OFFICE OF DEVELOPMENT CHAPEL HILL NC 27514 566001393 501(C)(3) 50000 0 CHARITABLE GIFT UNC - CHAPEL HILL (KENAN-FLAGLER BUSINESS SCHOOL) CAMPUS BOX 3440 KENAN COURT CHAPEL HILL NC 275993440 566001393 501(C)(3) 20000 0 CHARITABLE GIFT UNITED NEGRO COLLEGE FUND (CHARLOTTE) 8511 DAVIS LAKE PARKWAY C6-104 CHARLOTTE NC 282692442 131624241 501(C)(3) 10000 0 CHARITABLE GIFT UNITED STATES COMMITTEE SPORTS FOR ISRAEL INC 1511 WALNUT STREET 401 PHILADELPHIA PA 19102 131810938 501(C)(3) 100000 0 CHARITABLE GIFT UNITED WAY OF CENTRAL CAROLINAS PO BOX 890685 CHARLOTTE NC 282890685 560529948 501(C)(3) 25000 0 CHARITABLE GIFT UNIVERSITY OF CHICAGO 5235 S HARPER COURT 7TH FLOORE ALUMNI RELATIONS DEVELOPMENT CHICAGO IL 60612 362177139 501(C)(3) 240000 0 CHARITABLE GIFT UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL FOUNDATION DEVELOPMENT PO BOX 309 CHAPEL HILL NC 27514 591711424 501(C)(3) 10000 0 CHARITABLE GIFT VETERANS BRIDGE HOME INC 5260 PARKWAY PLAZA BLVD 110 CHARLOTTE NC 28217 452350728 501(C)(3) 6000 0 CHARITABLE GIFT VISART INC 3104 EASTWAY DRIVE CHARLOTTE NC 28205 831863226 501(C)(3) 18000 0 CHARITABLE GIFT WASHINGTON & LEE UNIVERSITY 204 W WASHINGTON STREET LEXINGTON VA 244509974 540505977 501(C)(3) 10000 0 CHARITABLE GIFT YALE UNIVERSITY OFFICE OF DEVELOPMENT PO BOX 2038 NEW HAVEN CT 065208341 060646973 501(C)(3) 10000 0 CHARITABLE GIFT ZABS PLACE 100 N TRADE STREET MATTHEWS NC 28105 862748481 501(C)(3) 17000 0 CHARITABLE GIFT 84 0 PART I, LINE 2: FOUNDATION FOR THE CHARLOTTE JEWISH COMMUNITY ONLY DISTRIBUTES GRANTS TO APPROVED 501(C)(3) CHARITABLE ORGANIZATIONS. APPROVED ORGANIZATIONS ARE REVIEWED REGULARLY TO ENSURE CHARITABLE STATUS IN STILL IN EFFECT. 0 1 0 0 0 0 0 0 0 MICHAEL MARSICANO VICE PRESIDENT 0 522647 0 200000 0 94489 0 61000 0 20188 0 898324 0 0 ALYSSA FEDERICO ASSISTANT SECRETARY 0 197978 0 58500 0 2217 0 31020 0 3393 0 293108 0 0 PART I, LINE 4B FOUNDATION FOR THE CAROLINAS MAINTAINS A 457(B) PLAN FOR TOP EXECUTIVES. THE CONTRIBUTION TO THE PLAN FOR MICHAEL MARSICANO WAS $20,500. FOUNDATION FOR THE CAROLINAS MAINTAINS A 457(F) PLAN FOR TOP EXECUTIVES. THE CONTRIBUTIONS TO THE PLAN FOR MICHAEL MARSICANO FOR THE YEAR WERE $70,400. X 52 4015221 FMV ON DATE OF GIFT 0 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF TRUSTEES IS COMPRISED OF NINETEEN MEMBERS. ONE TRUSTEE IS APPOINTED BY THE CHIEF EXECUTIVE OFFICE OF FOUNDATION FOR THE CAROLINAS. NINE MEMBERS ARE NOMINATED BY 9 REPRESENTATIVE INSTITUTIONS OUTLINED IN THE BYLAWS FOR FOUNDATION FOR THE CHARLOTTE JEWISH COMMUNITY. THE NOMINEES FROM THE REPRESENTATIVE ORGANIZATIONS ARE REVIEWED AND APPROVED BY THE CHIEF EXECUTIVE OFFICER OF FOUNDATION FOR THE CAROLINAS. THE REMAINING NINE REPRESENTATIVES ARE ELECTIVE POSITIONS, SELECTED BY A NOMINATING COMMITTEE TO REPRESENT THE JEWISH COMMUNITY OF GREATER CHARLOTTE, REGARDLESS OF THEIR AFFILIATION WITH A RESPECTIVE REPRESENTATIVE INSTITUTION. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FINAL FORM 990, ABSENT SCHEDULE B, IS SENT ELECTRONICALLY TO EACH VOTING BOARD MEMBER PRIOR TO FILING. THE RETURN IS OPEN FOR DISCUSSION AT THE NEXT BOARD MEETING CLOSEST TO THE FILING DATE. SCHEDULE B IS REDACTED TO PRESERVE THE CONFIDENTIALITY TO THE FOUNDATION'S DONORS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ANNUALLY COMPLETE A CONFLICT OF INTEREST FORM IN COMPLIANCE WITH FOUNDATION FOR THE CAROLINAS (SUPPORTED ORGANIZATION) ETHICS POLICY. FFTC STAFF COLLECTS AND MAINTAINS THE FORMS ANNUALLY, AND MONITORS THE PROCESS. FORM 990, PART VI, SECTION C, LINE 19 FOUNDATION FOR THE CHARLOTTE JEWISH COMMUNITY'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FOUNDATION FOR THE CAROLINAS 220 NORTH TRYON STREET CHARLOTTE NC 28202 566047886 GRANTMAKING NC 501(C)(3) LINE 7 N/A 0 THE JA TURNER FAMILY FOUNDATION 220 NORTH TRYON STREET CHARLOTTE NC 28202 562162208 GRANTMAKING NC 501(C)(3) LINE 12A, I FOUNDATION FOR THE CAROLINAS 0 CAROLINA THREAD TRAIL 220 NORTH TRYON STREET CHARLOTTE NC 28202 261528527 GRANTMAKING NC 501(C)(3) LINE 12A, I FOUNDATION FOR THE CAROLINAS 0 COMMUNITY INVESTMENTS FOUNDATION 220 NORTH TRYON STREET CHARLOTTE NC 28202 456930128 GRANTMAKING NC 501(C)(3) LINE 12A, I FOUNDATION FOR THE CAROLINAS 0 COMMUNITY REAL PROPERTY HOLDINGS 220 NORTH TRYON STREET CHARLOTTE NC 28202 455258321 GRANTMAKING NC 501(C)(3) LINE 12A, I FOUNDATION FOR THE CAROLINAS 0 FFTC PARTNERS FOR EMPOWERING COMMUNITIES 220 NORTH TRYON STREET CHARLOTTE NC 28202 922022464 GRANTMAKING NC 501(C)(3) LINE 12A, I FOUNDATION FOR THE CAROLINAS 0 SEYMOUR FOUNDATION 220 NORTH TRYON STREET CHARLOTTE NC 28202 813099131 GRANTMAKING NC 501(C)(3) LINE 12A, I FOUNDATION FOR THE CAROLINAS 0 E4E RELIEF LLC 220 NORTH TRYON STREET CHARLOTTE NC 28202 873137387 GRANTMAKING NC 501(C)(3) LINE 7 FOUNDATION FOR THE CAROLINAS 0 GREATER CHARLOTTE FOUNDATION 220 NORTH TRYON STREET CHARLOTTE NC 28202 561530358 GRANTMAKING NC 501(C)(3) LINE 12B, II FOUNDATION FOR THE CAROLINAS 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0