2024-11-15T07:24:49-06:00 2023-12-31 882730877 CHERRY BEKAERT ADVISORY LLC 1111 METROPOLITAN AVE STE 900 CHARLOTTE NC 28204 990 2023-01-01 311501858 FOUNDATION FOR THE CHARLOTTE JEWISH COMMUNITY FOUN 7049734500 220 NORTH TRYON STREET CHARLOTTE NC 28202 ALYSSA FEDERICO SENIOR VP, FINANCE 7049734500 2024-11-13 1 1 MELANIE MCPEAK P01346034 7043771678 2023 2024-10-15 13:58:12Z ALYSSA FEDERICO 220 NORTH TRYON STREET CHARLOTTE NC 28202 12716939 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. 18 17 0 17 0 0 9170419 10652543 761770 783085 1085921 1281311 0 0 11018110 12716939 10548332 8496091 0 0 0 0 0 0 77333 1886235 1977825 12434567 10473916 -1416457 2243023 179664537 206962336 3401011 2553533 176263526 204408803 X TO ADVANCE PHILANTHROPY THROUGH EDUCATION AND TO RAISE PERMANENT CHARITABLE RESOURCES TO IMPROVE AND STRENGTHEN THE QUALITY OF JEWISH LIFE. 0 0 3521597 3174448 RELIGION: DISTRIBUTED 351 GRANTS TO 39 ORGANIZATIONS TO SUPPORT JEWISH PROGRAMS AND SERVICES. 1608448 1449892 EDUCATION: DISTRIBUTED 231 GRANTS TO 112 ORGANIZATIONS TO SUPPORT EDUCATION EFFORTS FROM PRESCHOOL TO HIGHER EDUCATION. 1043795 940901 HEALTH CARE: DISTRIBUTED 189 GRANTS TO VARIOUS ORGANIZATIONS TO SUPPORT PROGRAMS IN HEALTH CARE, HOUSING & SHELTER, MENTAL HEALTH, AND GENERAL HUMAN SERVICES. 3206141 2930849 783085 DISBURSED GRANTS IN SUPPORT OF VARIOUS OTHER ORGANIZATIONS FOCUSED ON THE CAUSES OF HUMAN SERVICES, RECREATION & SPORTS, ARTS/CULTURE/HUMANITIES, PHILANTHROPY & GRANTMAKING, 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. 3206141 2930849 783085 9379981 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 18 17 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 DOUGLAS W BENSON SENIOR VP, GENERAL COUNSEL 0.30 50.00 X X 0 375935 46391 IRS SLOMKA CHAIR 0.30 0.00 X X 0 0 0 JON MASSACHI VICE CHAIR 0.30 0.00 X X 0 0 0 DAVID CANTOR TREASURER 0.30 0.00 X X 0 0 0 HOLLY LEVINSON SECRETARY 0.30 0.00 X X 0 0 0 STEPHEN PHILIPSON IMMEDIATE PAST CHAIR 0.30 0.00 X X 0 0 0 TOM BOCK DIRECTOR 0.30 0.00 X 0 0 0 FRED DUMAS DIRECTOR 0.30 0.00 X 0 0 0 SHARYN HANDELSMAN DIRECTOR 0.30 0.00 X 0 0 0 JONATHAN HOWARD DIRECTOR 0.30 0.00 X 0 0 0 BRIAN KAHN DIRECTOR 0.30 0.00 X 0 0 0 ELISE KOSOFSKY DIRECTOR 0.30 0.00 X 0 0 0 MARK LERNER DIRECTOR 0.30 0.00 X 0 0 0 KEVIN LEVINE DIRECTOR 0.30 0.00 X 0 0 0 ANNIE LORD DIRECTOR 0.30 0.00 X 0 0 0 HARRY SPARKS DIRECTOR 0.30 0.00 X 0 0 0 GARY STARR DIRECTOR 0.30 0.00 X 0 0 0 DEBRA VAN GLISH DIRECTOR 0.30 0.00 X 0 0 0 ALYSSA FEDERICO SENIOR VP, FINANCE 0.30 50.00 X 0 337555 47013 0 713490 93404 0 0 1 0 FOUNDATION FOR THE CAROLINAS 220 NORTH TRYON STREET CHARLOTTE NC 28202 ADMINISTRATIVE 325471 1 8871030 1781513 1277635 10652543 ADMINISTRATIVE FEES 900099 783085 783085 783085 511128 511128 770183 0 770183 770183 770183 12716939 783085 0 1281311 X 8496091 8496091 5492 2454 2823 215 481344 215112 247411 18821 1121665 501272 576536 43857 9152 4090 4704 358 204 91 105 8 499 223 256 20 4469 1997 2297 175 ADMINISTRATIVE SUPPORT 321214 143551 165104 12559 DEVELOPMENT 18757 8383 9641 733 DUES AND SUBSCRIPTIONS 926 414 476 36 14103 6303 7249 551 10473916 9379981 1016602 77333 1183215 3667 2357753 829672 176029439 206030388 94130 98609 179664537 206962336 4344 100 3396667 2553433 3401011 2553533 X 134024746 158356668 42238780 46052135 176263526 204408803 179664537 206962336 2243023 25902254 0 X 0 1 X 0 0 X X X 1 FOUNDATION FOR THE CAROLINAS 566047886 7 1 8496091 0 1 8496091 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 98 130 10327335 317499 6906229 1582153 157285882 47122951 1 1 39807512 285437 5167300 1580837 2415 366642 43310355 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 0.30070 0.69930 0.00000 0 0 0 FFTC POOLED FUNDS 185183169 F MERRILL LYNCH 17460217 F COLONY FAMILY OFFICES 3387002 F 206030388 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, 2023 OR 2022. 1 AMERICAN ISRAEL EDUCATION FOUNDATIONINC 251 H STREET WASHINGTON DC 20001 521623781 501(C)(3) 370000 0 CHARITABLE GIFT AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC 220 E 42ND STREET 400 NEW YORK NY 10017 131656634 501(C)(3) 43000 0 CHARITABLE GIFT ANIMAL LEAGUE OF GASTON COUNTY 425 W FRANKLIN BOULEVARD GASTONIA NC 28052 030417697 501(C)(3) 25000 0 CHARITABLE GIFT ATRIUM HEALTH FOUNDATION PO BOX 32861 CHARLOTTE NC 28232 566060481 501(C)(3) 163470 0 CHARITABLE GIFT BALLANTYNE JEWISH CENTER 8632 BRYANT FARMS ROAD CHARLOTTE NC 28277 472775691 501(C)(3) 10000 0 CHARITABLE GIFT CAROLINA ABORTION FUND PO BOX 51534 DURHAM NC 27717 453810502 501(C)(3) 10000 0 CHARITABLE GIFT CHABAD LUBAVITCH OF GREENSBORO INC 5203 W FRIENDLY AVENUE GREENSBORO NC 27410 263642700 501(C)(3) 25000 0 CHARITABLE GIFT CHABAD OF DURHAM INC 6514 GLEN FOREST DRIVE CHAPEL HILL NC 27517 820550909 501(C)(3) 18000 0 CHARITABLE GIFT CHARLOTTE CENTER FOR LEGAL ADVOCACY INC PO BOX 25558 CHARLOTTE NC 29229 561202940 501(C)(3) 20000 0 CHARITABLE GIFT CHARLOTTE COUNTRY DAY SCHOOL 1440 CARMEL ROAD CHARLOTTE NC 28226 560623935 501(C)(3) 21000 0 CHARITABLE GIFT CHARLOTTE JEWISH DAY SCHOOL INC 5007 PROVIDENCE ROAD 110-E CHARLOTTE NC 28226 562142023 501(C)(3) 203521 0 CHARITABLE GIFT CHARMECK FAMILY JUSTICE CENTER INC DBA THE UNBRELLA CENTER PO BOX 12342 CHARLOTTE NC 28220 850985013 501(C)(3) 15000 0 CHARITABLE GIFT CLASSROOM CENTRAL INC 2116 WILKINSON BOULEVARD CHARLOTTE NC 28208 030455618 501(C)(3) 6000 0 CHARITABLE GIFT COLORADO SEMINARY 2199 S UNIVERSITY BOULEVARD DENVER CO 80210 840404231 501(C)(3) 10000 0 CHARITABLE GIFT CROHN'S & COLITIS FOUNDATION OF AMERICA INC 733 THIRD AVENUE 510 NEW YORK NY 10017 136193105 501(C)(3) 30000 0 CHARITABLE GIFT DWELLINGSNOW INC 10614 NE 174TH PLACE BOTHELL WA 98011 873121926 501(C)(3) 15000 0 CHARITABLE GIFT FLETCHER SCHOOL INC 8500 SARDIS ROAD CHARLOTTE NC 28270 561340099 501(C)(3) 12000 0 CHARITABLE GIFT FLINT PARK CONSERVANCY LIMITED 15 LOCUST AVENUE LARCHMONT NY 10538 134123155 501(C)(3) 12500 0 CHARITABLE GIFT FLORENCE GRISWOLD MUSEUM 96 LYME STREET OLD LYME CT 06371 066062157 501(C)(3) 25000 0 CHARITABLE GIFT FOUNDATION OF SHALOM PARK INC 5007 PROVIDENCE ROAD 102 CHARLOTTE NC 28226 581477833 501(C)(3) 420000 0 CHARITABLE GIFT FRANCIS PARKER SCHOOL 6501 LINDA VISTA ROAD SAN DIEGO CA 92111 951696720 501(C)(3) 50000 0 CHARITABLE GIFT FRIENDS OF SCARSDALE LIBRARY INC 54 OLMSTED ROAD SCARSDALE NY 10583 800577361 501(C)(3) 10000 0 CHARITABLE GIFT FRIENDSHIP CIRCLE CHABAD LUBAVITCH INC 385 WILLARD ROAD PARAMUS NY 07652 463433505 501(C)(3) 10000 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) 20000 0 CHARITABLE GIFT HADASSAH THE WOMEN'S ZIONIST ORGANIZATION OF AMERICA INC 40 WALL STREET NEW YORK NY 10005 131656651 501(C)(3) 23400 0 CHARITABLE GIFT HOPEWAY FOUNDATION 1717 SHARON ROAD WEST CHARLOTTE NC 28210 464510365 501(C)(3) 685000 0 CHARITABLE GIFT HOSPICE AND PALLIATIVE CARE CHARLOTTE REGION PO BOX 470408 CHARLOTTE NC 28247 561219017 501(C)(3) 10000 0 CHARITABLE GIFT IMPACTISRAEL INC 200 HIGHLAND AVENUE 301 NEEDHAM MA 02494 223090463 501(C)(3) 46000 0 CHARITABLE GIFT ISIDORE NEWMAN SCHOOL 1903 JEFFERSON AVENUE NEW ORLEANS LA 70115 720408935 501(C)(3) 55000 0 CHARITABLE GIFT ISRAEL GUIDE DOG CENTER FOR THE BLIND 968 EASTON ROAD H WARRINGTON PA 18976 232519029 501(C)(3) 62500 0 CHARITABLE GIFT JANE'S FUND 7804 FAIRVIEW ROAD C-PO BOX 243 CHARLOTTE NC 28266 873224035 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) 75406 0 CHARITABLE GIFT JEWISH FEDERATION OF GREATER CHARLOTTE 5007 PROVIDENCE ROAD 101 CHARLOTTE NC 28226 561951745 501(C)(3) 1690718 0 CHARITABLE GIFT JOHN CROSLAND SCHOOL 5146 PARKWAY PLAZA BOULEVARD CHARLOTTE NC 28217 561211583 501(C)(3) 10000 0 CHARITABLE GIFT JUNCTION BUSINESS SERVICES INC 9319 ROBERT D SNYDER ROAD 403 CHARLOTTE NC 28262 850657393 501(C)(3) 10000 0 CHARITABLE GIFT LA JOLLA COUNTRY DAY SCHOOL 9490 GENESEE AVENUE LA JOLLA CA 92037 951875978 501(C)(3) 55000 0 CHARITABLE GIFT LOAVES AND FISHESFRIENDSHIP TRAYS INC 648 GRIFFITH ROAD SUITE B CHARLOTTE NC 28217 561398498 501(C)(3) 272500 0 CHARITABLE GIFT LOOMIS INSTITUTE 4 BATCHELDER ROAD WINDSOR CT 060950609 060653119 501(C)(3) 20000 0 CHARITABLE GIFT MERKOS LINYONEI CHINUCH LUBAVITCH OF NORTH CAROLINA 6619 SARDIS ROAD CHARLOTTE NC 28270 581482114 501(C)(3) 110000 0 CHARITABLE GIFT MISTY MEADOWS MITEY RIDERS INC 455 PROVIDENCE ROAD SOUTH WAXHAW NC 28173 562045099 501(C)(3) 15000 0 CHARITABLE GIFT MOISHE HOUSE 5802 MONROE ROAD CHARLOTTE NC 28212 262599786 501(C)(3) 5500 0 CHARITABLE GIFT NORTH CAROLINA HILLEL 210 WEST CAMERON AVENUE CHAPEL HILL NC 27516 566094521 501(C)(3) 165000 0 CHARITABLE GIFT NORTH CAROLINA PERFORMING ARTS CENTER FOUNDATION 130 NTRYON STREET CHARLOTTE NC 28202 581791724 501(C)(3) 25578 0 CHARITABLE GIFT NORTHEASTERN UNIVERSITY 118 CUSHING HALL ANNUAL GIVING BOSTON MA 02115 041679980 501(C)(3) 7500 0 CHARITABLE GIFT OPERA CAROLINA 1600 ELIZABETH AVENUE CHARLOTTE NC 28204 566019660 501(C)(3) 10000 0 CHARITABLE GIFT PARKINSON ASSOCIATION OF THE CAROLINAS 2101 SARDIS ROAD N 102 CHARLOTTE NC 28227 300064156 501(C)(3) 25000 0 CHARITABLE GIFT PRESBYTERIAN HOSPITAL FOUNDATION DBA NOVANT HEALTH FOUNDATION PO BOX 33549 CHARLOTTE NC 282333549 581413074 501(C)(3) 8329 0 CHARITABLE GIFT PROVIDENCE DAY SCHOOL 5800 SARDIS ROAD CHARLOTTE NC 28270 560952382 501(C)(3) 20000 0 CHARITABLE GIFT QUEENS UNIVERSITY OF CHARLOTTE 1900 SELWYN AVENUE CHARLOTTE NC 28274 560530003 501(C)(3) 120000 0 CHARITABLE GIFT R BRUCE IRONS CAMP FUND DBA WAYFINDERS 725 PROVIDENCE ROAD 212 CHARLOTTE NC 28207 550825218 501(C)(3) 20000 0 CHARITABLE GIFT RAMAH DAROM INC 6400 POWERS FERRY RD NW 215 ATLANTA GA 30339 582146741 501(C)(3) 53500 0 CHARITABLE GIFT RELATIVES INC 119 EAST 8TH STREET 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) 15000 0 CHARITABLE GIFT RENAISSANCE WEST COMMUNITY INITIATIVE 3610 NOBLES AVENUE 199 CHARLOTTE NC 28208 271396021 501(C)(3) 50000 0 CHARITABLE GIFT ROOF ABOVE INC PO BOX 31335 CHARLOTTE NC 28231 561837620 501(C)(3) 25000 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) 348098 0 CHARITABLE GIFT SUSAN G KOMEN BREAST CANCER FOUNDATION INC PO BOX 801889 DALLAS TX 753801889 751835298 501(C)(3) 12500 0 CHARITABLE GIFT TEACH FOR AMERICA - CHARLOTTE PO BOX 398504 SAN FRANCISCO CA 941398504 133541913 501(C)(3) 12500 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) 459757 0 CHARITABLE GIFT TEMPLE ISRAEL 4901 PROVIDENCE ROAD CHARLOTTE NC 28226 560588476 501(C)(3) 386239 0 CHARITABLE GIFT THOMPSON CHILD & FAMILY FOCUS 6800 ST PETERS LANE MATTHEWS NC 281050845 560547460 501(C)(3) 12000 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 UNC - CHAPEL HILL ARTS & SCIENCES FOUNDATION 523 E FRANKLIN STREET CHAPEL HILL NC 27514 561150509 501(C)(3) 105000 0 CHARITABLE GIFT UNITED WAY OF GREATER CHARLOTTE INC PO BOX 890685 CHARLOTTE NC 282890685 560529948 501(C)(3) 17500 0 CHARITABLE GIFT UNIVERSITY OF CHICAGO 5235 S HARPER COURT 7TH FLOOR CHICAGO IL 60615 362177139 501(C)(3) 255000 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 UNIVERSITY OF VIRGINIA ALUMNI ASSOCIATION PO BOX 400314 CHARLOTTESVILLE VA 22904 540485595 501(C)(3) 6000 0 CHARITABLE GIFT UPTOWN CHABAD OF CHARLOTTE 2060 EUCLID AVENUE CHARLOTTE NC 282035306 853842432 501(C)(3) 10000 0 CHARITABLE GIFT VETERANS BRIDGE HOME INC 5260 PARKWAY PLAZA BLVD 110 CHARLOTTE NC 28217 452350728 501(C)(3) 10000 0 CHARITABLE GIFT VISART INC 3104 EASTWAY DRIVE CHARLOTTE NC 28205 831863226 501(C)(3) 35000 0 CHARITABLE GIFT WASHINGTON & LEE UNIVERSITY 204 W WASHINGTON STREET LEXINGTON VA 244509974 540505977 501(C)(3) 10000 0 CHARITABLE GIFT WTVI FOUNDATION INC PO BOX 35009 CHARLOTTE NC 28235 455452541 501(C)(3) 15000 0 CHARITABLE GIFT ZABS PLACE 100 N TRADE STREET MATTHEWS NC 28105 862748481 501(C)(3) 15000 0 CHARITABLE GIFT 77 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 0 0 0 0 0 0 0 0 DOUGLAS W BENSON SENIOR VP, GENERAL COUNSEL 0 247558 0 127150 0 1227 0 34680 0 11711 0 422326 0 0 ALYSSA FEDERICO SENIOR VP, FINANCE 0 219520 0 117000 0 1035 0 43500 0 3513 0 384568 0 0 X 43 1277635 FMV ON DATE OF GIFT 0 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF TRUSTEES IS COMPRISED OF EIGHTEEN 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 EIGHT 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. FORM 990, PART IX, LINE 11G ADMINISTRATIVE FEES: PROGRAM SERVICE EXPENSES 501,272. MANAGEMENT AND GENERAL EXPENSES 576,536. FUNDRAISING EXPENSES 43,857. TOTAL EXPENSES 1,121,665. 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 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 1 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0