2025-04-15T10:36:50-05:00 2024-03-31 882730877 CHERRY BEKAERT ADVISORY LLC 1111 METROPOLITAN AVE STE 900 CHARLOTTE NC 28204 990PF 2023-04-01 561678118 THE MARC & MATTYE SILVERMAN FAMILY FOUNDATION MARC 7043620400 6707-C FAIRVIEW ROAD CHARLOTTE NC 28210 LORIN STIEFEL PRESIDENT 7043620400 2025-04-14 1 1 CHRISTOPHER J TRUITT P00017592 7043771678 2023 2025-03-06 01:10:19Z X 4323945 X 49995 19901 19901 61024 61024 98534 723841 98534 229454 179459 0 0 0 5430 2715 2715 13609 13609 0 715 0 715 7 0 7 19761 16324 3437 146181 146181 165942 16324 149618 63512 163135 68076 70378 70378 100000 153879 199355 193619 2352107 2362347 3579489 380005 485499 480459 1851 1851 3054067 3117579 4323945 0 0 X 3054067 3117579 0 0 0 0 3054067 3117579 3054067 3117579 3054067 63512 0 3117579 0 3117579 PUBLICLY TRADED SECURITES 667525 575312 92213 92213 PUBLICLY TRADED SECURITES 2023-07-19 2023-07-26 51077 49995 1082 1082 CAPITAL GAINS DIVIDENDS P 5239 5239 5239 98534 2268 0 2268 0 2268 4899 0 0 0 4899 0 2631 2631 0 0 0 0 0 0 0 0 0 0 0 1 1 NC 1 0 0 0 0 1 N/A MATTYE SILVERMAN 7043620400 6707-C FAIRVIEW RD CHARLOTTE NC 28210 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MATTYE B SILVERMAN 6707-C FAIRVIEW ROAD CHARLOTTE NC 28210 PRESIDENT 15.00 0 0 0 SHARA K SILVERMAN 6707-C FAIRVIEW ROAD CHARLOTTE NC 28210 VICE PRESIDENT 1.00 0 0 0 LORIN L STIEFEL 6707-C FAIRVIEW ROAD CHARLOTTE NC 28210 SECRETARY 1.00 0 0 0 MARC H SILVERMAN 6707-C FAIRVIEW ROAD CHARLOTTE NC 28210 TREASURER 1.00 0 0 0 NONE 0 NONE 0 0 3794543 79264 0 3873807 0 0 3873807 58107 3815700 190785 190785 2268 2268 188517 0 188517 0 188517 149618 0 149618 188517 0 0 81 45352 11889 57322 149618 0 0 0 149618 0 38899 38899 18423 0 0 0 0 0 0 0 18423 6534 11889 MATTYE B SILVERMAN MARC H SILVERMAN MATTYE SILVERMAN 6707-C FAIRVIEW ROAD CHARLOTTE NC 28210 7043620400 THERE IS NO FORMAL APPLICATION PROCESS. WRITTEN REQUESTS ARE ACCEPTED. MOST DISCRETIONARY DONATIONS ARE GIVEN PRIMARILY IN MECKLENBURG COUNTY IN CHARLOTTE, NORTH CAROLINA WITH AN EMPHASIS ON JEWISH, MEDICAL AND COMMUNITY HUMAN SERVICE AND ARTISTIC NEEDS. NONE NONE A CHILD'S PLACE 601 E 5TH ST 130 CHARLOTTE NC 28202 N/A PC COMMUNITY 250 ALEXANDER CHILDREN'S CENTER 6220 THERMAL ROAD CHARLOTTE NC 28211 N/A PC COMMUNITY 360 ANTI-DEFAMATION LEAGUE 605 THIRD AVENUE NEW YORK NY 101583650 N/A PC COMMUNITY 360 ATRIUM HEALTH FOUNDATION PO BOX 32861 CHARLOTTE NC 282322861 N/A PC MEDICAL 1000 AUGUSTINE LITERACY PROJECT 115 W 7TH ST CHARLOTTE NC 28202 N/A PC EDUCATION 500 BIRTHRIGHT ISRAEL FOUNDATION 4610 BELLAIRE BOULEVARD BELLAIRE TX 77401 N/A PC JEWISH 180 BLUMENTHAL PERFORMING ARTS CENTER 130 N TRYON ST CHARLOTTE NC 28202 N/A PC ARTS 2500 CENTER FOR HEALTH LIVING INC 6030 PARK SOUTH DRIVE CHARLOTTE NC 28210 N/A PC MEDICAL SUPPORT FOR THE IVEY 180 CHABAD OF CHARLESTON 734 YORK ST MT PLEASANT SC 29464 N/A PC JEWISH 360 CHARITY WATCH 2545 WEST DIVERSEY AVENUE SUITE 253 CHICAGO IL 60657 N/A PC CHARITY 108 CHARLOTTE BILINGUAL PRESCHOOL 6300 HIGHLAND AVE CHARLOTTE NC 28215 N/A PC EDUCATION 250 CHARLOTTE COUNTRY DAY SCHOOL 1440 CARMEL ROAD CHARLOTTE NC 28226 N/A PC EDUCATION 20000 CHARLOTTE FAMILY HOUSING 300 HAWTHORNE LANE CHARLOTTE NC 28204 N/A PC COMMUNITY 500 CHARLOTTE JEWISH DAY SCHOOL PO BOX 79180 CHARLOTTE NC 28271 N/A PC JEWISH 360 CHARLOTTE NEUROSCIENCE ASSOCIATION INC 411 BILLINGSLEY RD STE 103 CHARLOTTE NC 28211 N/A PC MEDICAL DONATION TO MEMORY & MOVEMENT 200 CHARMECK FAMILY JUSTICE CENTER INC 601 EAST 5TH STREET SUITE 400 CHARLOTTE NC 28202 N/A SO I COMMUNITY 1000 CHILD CARE RESOURCES INC 4601 PARK ROAD SUITE 500 CHARLOTTE NC 28209 N/A PC ACADEMIC 2000 COMMUNITIES IN SCHOOLS 2345 CRYSTAL DRIVE STE 700 ARLINGTON VA 22202 N/A PC EDUCATION 500 CRISIS ASSISTANCE MINISTRY 500-A SPRATT STREET CHARLOTTE NC 28206 N/A PC COMMUNITY 50 DISCOVERY PLACE & THE NATURE MUSEUM 301 N TRYON ST CHARLOTTE NC 28202 N/A PC ARTS 1100 DOCTORS WITHOUT BORDERS 40 RECTOR STREET 16TH FLOOR NEW YORK NY 10006 N/A PC MEDICAL 500 DRESS FOR SUCCESS 32 EAST 31ST STREET 7TH FLOOR NEW YORK NY 10016 N/A PC COMMUNITY 180 DUKE BRAIN TUMOR CENTER DUMC 3828 DURHAM NC 27710 N/A PC MEDICAL 11250 FOUNDATION FOR THE CAROLINAS 217 S TRYON STREET CHARLOTTE NC 28202 N/A PC COMMUNITY 10000 FOUNDATION FOR THE CHARLOTTE JEWISH COMMUNITY 220 N TRYON ST CHARLOTTE NC 28202 N/A PC JEWISH 600 GIRLS ON THE RUN INTERNATIONAL PO BOX 30667 PMB 65493 CHARLOTTE NC 28230 N/A PC COMMUNITY 360 GOOD FRIENDS 4600 PARK ROAD SUITE 300 CHARLOTTE NC 28209 N/A PC COMMUNITY 536 HABITAT FOR HUMANITY 3815 LATROBE DRIVE CHARLOTTE NC 28211 N/A PC GENERAL SUPPORT 150 HADASSAH 4100 ROTUNDA ROAD CHARLOTTE NC 28226 N/A PC JEWISH 250 HEBREW CEMETERY ASSOCIATION OF CHARLOTTE INC PO BOX 35129 CHARLOTTE NC 28235 N/A PC JEWISH 108 HIAS 1300 SPRING ST STE 500 SILVER SPRING MD 20910 N/A PC JEWISH 480 HUMANE SOCIETY OF CHARLOTTE 2700 TOOMEY AVE CHARLOTTE NC 28203 N/A PC COMMUNITY 100 INTERNATIONAL HOUSE 1817 CENTRAL AVENUE CHARLOTTE NC 28205 N/A PC GENERAL SUPPORT 500 INTERNATIONAL RESCUE COMMITTEE 122 EAST 42ND STREET NEW YORK NY 10168 N/A PC CHARITY 500 JEWISH EDUCATIONAL LOAN FUND 4549 CHAMBLEE DUNWOODY RD ATLANTA GA 30338 N/A PC JEWISH 360 JEWISH FAMILY SERVICES 5007 PROVIDENCE ROAD CHARLOTTE NC 28226 N/A PC JEWISH 2400 JEWISH FEDERATION OF GREATER CHARLOTTE 5007 PROVIDENCE ROAD CHARLOTTE NC 28226 N/A PC JEWISH - ANNUAL PLEDGE, CHARLOTTE JEWISH NEWS, UKRAINIAN RELIEF, THE LEVINE-SKLUT JUDAIC LIBRARY & RESOURCE CENTER 32534 JEWISH HISTORICAL SOCIETY OF SC 96 WENTWORTH STREET CHARLESTON SC 29424 N/A PC JEWISH 54 JOE MARTIN ALS FOUNDATION 100 N TRYON ST CHARLOTTE NC 28202 N/A PC MEDICAL 180 KINDER-MOURN INC 1320 HARDING PL CHARLOTTE NC 28204 N/A PC COMMUNITY 150 LEVINE JEWISH COMMUNITY CENTER 5007 PROVIDENCE ROAD CHARLOTTE NC 28226 N/A PC JEWISH COMMUNITY, CHARLOTTE JEWISH FILM FESTIVAL 2345 LOAVES AND FISHES PO BOX 11234 CHARLOTTE NC 28220 N/A PC COMMUNITY 1000 MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH PO BOX 4777 NEW YORK NY 10163 N/A PC MEDICAL 108 MINT MUSEUM 2730 RANDOLPH ROAD CHARLOTTE NC 28207 N/A PC ARTS 2500 MISTY MEADOWS MITEY RIDERS INC 455 PROVIDENCE ROAD SOUTH WEDDINGTON NC 28173 N/A PC MEDICAL 500 NC MEDASSIST 601 E 5TH ST SUITE 350 CHARLOTTE NC 28202 N/A PC MEDICAL 250 NORTH CAROLINA HILLEL FOUNDATION 210 WEST CAMERON AVE CHAPEL HILL NC 27516 N/A PC JEWISH 254 OHIO WESLEYAN UNIVERSITY 61 S SANDUSKY ST DELAWARE OH 43015 N/A PC ACADEMIC 100 PHI BETA KAPPA 1606 NEW HAMPSHIRE AVE NW WASHINGTON DC 200092512 N/A PC ACADEMIC 100 PLANNED PARENTHOOD 4822 ALBEMARLE ROAD CHARLOTTE NC 28205 N/A PC MEDICAL 1000 QUEEN'S UNIVERSITY OF CHARLOTTE 1900 SELWYN AVE CHARLOTTE NC 28274 N/A PC ACADEMIC 18750 READING PARTNERS OF SC 180 GRAND AVE OAKLAND CA 94612 N/A PC EDUCATION 100 ROOF ABOVE PO BOX 36471 CHARLOTTE NC 28236 N/A PC COMMUNITY 2500 SECOND HARVEST FOOD BANK OF METROLINA INC 500 SPRATT ST STE B CHARLOTTE NC 28206 N/A PC COMMUNITY 500 SOUTHERN POVERTY LAW CENTER 400 WASHINGTON AVE MONTGOMERY AL 36104 N/A PC COMMUNITY 360 SPECIAL OLYMPICS NORTH CAROLINA 2200 GATEWAY CENTRE BLVD STE 201 MORRISVILLE NC 275609122 N/A PC MEDICAL 250 SYNAGOGUE EMANU-EL 5 WINDSOR DRIVE CHARLESTON SC 29407 N/A PC JEWISH 36 TEMPLE BETH EL 5101 PROVIDENCE ROAD CHARLOTTE NC 28226 N/A PC JEWISH 2680 TEMPLE ISRAEL 4901 PROVIDENCE ROAD CHARLOTTE NC 28226 N/A PC JEWISH 11316 TEMPLE ISRAEL SISTERHOOD 601 N MONTGOMERY ST GARY IN 46403 N/A PC JEWISH 54 THE CARTER CENTER INC 453 JOHN LEWIS FREEDOM PARKWAY ATLANTA GA 30307 N/A PC COMMUNITY 50 THE CENTER FOR COMMUNITY TRANSITION 5825 OLD CONCORD RD CHARLOTTE NC 28213 N/A PC COMMUNITY 1000 THE JEWISH FEDERATION OF CHARLESTON SC 176 CROGHAN SPUR STE 100 CHARLESTON SC 29407 N/A PC JEWISH 3600 THE LEUKEMIA & LYMPHOMA SOCIETY 3 INTERNATIONAL DR STE 200 RYE BROOK NY 10573 N/A PC MEDICAL 180 TREES CHARLOTTE FOUNDATION 701 TUCKASEEGEE ROAD CHARLOTTE NC 28208 N/A PC COMMUNITY 254 UNITED STATES HOLOCAUST MEMORIAL MUSEUM 100 RAOUL WALLENBERG PL SW WASHINGTON DC 20024 N/A PC JEWISH 144 UNITED WAY OF CENTRAL CAROLINAS INC 601 E 5TH STE 220 CHARLOTTE NC 28215 N/A PC COMMUNITY 500 WFAE 8801 JM KEYNES DR SUITE 91 CHARLOTTE NC 28262 N/A PC COMMUNITY 1000 WOMEN'S IMPACT FUND 217 S TRYON ST CHARLOTTE NC 28202 N/A PC COMMUNITY 1800 146181 0 14 19901 14 61024 18 98534 0 179459 0 179459 0 0 0 0 0 0 0 0 0 0 X X 1 MARC AND MATTYE SILVERMAN 6707-C FAIRVIEW RD CHARLOTTE NC 28210 49995 X 1 146 SHARES OF BERKSHIRE HATHAWAY PUBLICLY TRADED SECURITIES 49995 2023-07-19 RETURN PREP/TAX COMPLIANCE 5430 2715 2715 ABBOTT LABORATORIES 19314 19517 AMGEN INC 19667 19931 AMGEN INC 19426 19526 BANK OF AMERICA 31576 29535 BRISTOL-MYERS SQU 19291 19272 CSX CORP 20027 19850 CSX CORP 19858 19438 DUKE ENERGY CORP 25769 27156 HONEYWELL INERN 19499 19157 JPMORGAN CHASE 20017 19827 JPMORGAN CHASE 25000 21939 LOWE'S COMPANIES, I 20143 19726 MCDONALD'S CORP 18977 19269 MERCK & CO., INC. 26092 26332 NIKE, INC 18477 18811 PEPSICO, INC. 19055 19290 SYSCO CORP 20105 19512 THE HOME DEPOT 20327 19533 THE SOUTHERN CO 23533 24015 TRUIST FINL CORP 20170 19605 VISA INC 18502 18804 WALMART INC 19300 19573 WASTE MANAGEMENT, 21374 20841 3M CO 39926 31821 ABBOTT LABORATORIES 39725 39781 ABBVIE INC 82958 156242 ALPHABET INC VOTING CAP STK CL A 50153 135837 AMAZON COM INC 47929 144304 AMGEN INC 81152 105767 APPLE INC 21287 131697 AQR SMALL CAP MULTI-STYL E I 50000 67343 BECTON DICKINSON & CO 57152 61863 CARRIER GLOBAL CORP 19096 29065 CHEVRON CORPORATION 37216 44009 CISCO SYSTEMS INC 60461 83250 COLGATE-PALMOLIVE CO 24969 27015 CROWDSTRIKE HLDGS INC 27695 64118 CROWN CASTLE INTERNATIONAL CORP 2851 3387 DUKE ENERGY CORP 44617 43520 EXXON MOBIL CORP 9841 15227 FEDERATED HERMES KAUFMAN N SMALL CAP IS 39391 48081 FIRST TRUST NASDAQ 80661 124058 GLOBAL X US INFRA 63739 119430 HOME DEPOT INC 91973 133493 HONEYWELL INTL INC 36620 41050 INVSC SP 500 EQUAL 54837 70380 ISHARES CORE S&P MID CAP ETF 25379 37963 ISHARES IBONDS DEC 2024 49300 50100 ISHARES IBONDS DEC 2027 47250 47600 ISHARES TREASURY FLOATNG 80707 81104 ISHARES 0 TO 3 MNTH 80300 80568 ISHR IBND DEC 2025 TRM 48594 49620 ISHRS IBNDS DEC 2026 TRM 47133 47700 JOHNSON & JOHNSON 77659 90643 MASTERCARD INC 78963 120393 MCDONALDS CORP 32370 42293 META PLATFORMS INC 36883 98087 MICROSOFT CORP 23299 163239 NETFLIX INC 13031 36440 NIKE INC 38934 28194 NVIDIA CORP 28856 203301 PEPSICO INCORPORATED 37528 46028 PFIZER INC 28117 27750 PROCTER & GAMBLE CO 21722 30828 SALESFORCE COM 77874 90354 SELECT SECTOR INDUSTRIAL SPDR ETF 16252 25192 SELECT SECTOR UTI SELECT SPDR ETF 38580 39390 SOUTHERN COMPANY 24664 29772 THE COCA-COLA CO 52886 62587 UNITED PARCEL SRVC 42689 37158 VANGUARD DIVIDEND GROWTH INV 56053 102781 VERIZON COMMUNICATIONS COM 56561 43177 WALMART INC 20489 35019 WALT DISNEY CO 65683 61180 WISDOMTREE FLOATING RATE 50342 50290 199355 193619 0 0 OFFICE EXPENSES 7 0 7 INVESTMENT MANAGEMENT FEES 13609 13609 0