2024-02-27T13:19:46-06:00 2023-05-31 366055558 GRANT THORNTON LLP 1415 VANTAGE PARK DRIVE SUITE 500 CHARLOTTE NC 28203 990PF 2022-06-01 270237197 THE BELK FOUNDATION BELK 7045445444 6832 CARNEGIE BLVD STE 100 CHARLOTTE NC 28211 JEVELYN BONNER-REED EXECUTIVE DIRECTOR 7044612792 2024-02-27 1 JEVELYN BONNER-REED XXX-XX-XXXX 1 MICHELE N MELCHIOR P00488037 7046323500 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 46759917 X X 3313 3313 385805 768417 1121555 1571614 1571614 5406 22416 0 1516079 2365760 0 145895 29179 0 116716 69870 6987 0 62883 26664 5257 0 21407 32560 24823 0 7738 206014 140435 0 65578 39134 102500 46282 0 0 53485 10697 0 42788 12772 760 0 12012 24408 82871 0 21674 674168 386425 0 350796 2212750 2212750 2886918 386425 0 2563546 -1370839 1979335 0 88098 252294 252294 84913 76509 76557 49277559 47754389 46431066 49450570 48083192 46759917 0 1109 37 37 37 1146 X 0 0 0 0 49450533 48082046 49450533 48082046 49450570 48083192 49450533 -1370839 2871 48082565 519 48082046 TOTAL FROM PASS THROUGH INVESTMENTS P 450059 450059 450059 CAPITAL GAIN DISTRIBUTIONS P 1121555 1121555 1121555 1571614 0 27513 0 27513 0 27513 51023 0 10000 0 61023 X 0 33510 33510 0 0 0 0 0 0 0 0 0 1 1 0 1 1 NC 1 0 0 0 0 1 HTTP://WWW.BELKFOUNDATION.ORG JEVELYN BONNER-REED 7045445444 6832 CARNEGIE BLVD STE 100 CHARLOTTE NC 28211 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOHANNA EDENS ANDERSON 6832 CARNEGIE BLVD STE 100 CHARLOTTE NC 28211 EXECUTIVE DIRECTOR (THRU 05/2022) 40.00 4727 142 0 JEVELYN D BONNER-REED 6832 CARNEGIE BLVD STE 100 CHARLOTTE NC 28211 EXECUTIVE DIRECTOR (AS OF 08/2022) 40.00 136919 4108 0 KATHERINE B MORRIS 6832 CARNEGIE BLVD STE 100 CHARLOTTE NC 28211 MEMBER, BOARD OF DIRECTORS 1.00 0 0 0 JOHN R BELK 6832 CARNEGIE BLVD STE 100 CHARLOTTE NC 28211 CHAIR, BOARD OF DIRECTORS 10.00 0 0 0 THOMAS M BELK JR 6832 CARNEGIE BLVD STE 100 CHARLOTTE NC 28211 VICE CHAIR, TREASURER 1.00 0 0 0 ANTHONY FOX 6832 CARNEGIE BLVD STE 100 CHARLOTTE NC 28211 SECRETARY, BOARD OF DIRECTORS 1.00 0 0 0 ANN CLARK 6832 CARNEGIE BLVD STE 100 CHARLOTTE NC 28211 MEMBER, BOARD OF DIRECTORS 1.00 0 0 0 MARY CLAUDIA BELK PILON 6832 CARNEGIE BLVD STE 100 CHARLOTTE NC 28211 MEMBER, BOARD OF DIRECTORS 1.00 0 0 0 ALISON WELCHER 6832 CARNEGIE BLVD STE 100 CHARLOTTE NC 28211 MEMBER, BOARD OF DIRECTORS 1.00 0 0 0 JIM WILLIAMS 6832 CARNEGIE BLVD STE 100 CHARLOTTE NC 28211 MEMBER, BOARD OF DIRECTORS 1.00 0 0 0 ANNA ELLIOTT 6832 CARNEGIE BLVD STE 100 CHARLOTTE NC 28211 MEMBER, BOARD OF DIRECTORS 1.00 0 0 0 KATHERINE BELK 6832 CARNEGIE BLVD STE 100 CHARLOTTE NC 28211 MEMBER, BOARD OF DIRECTORS 1.00 0 0 0 NONE 0 PRIME BUCHHOLZ 273 CORPORATE DRIVE STE 250 PORTSMOUTH NH 03801 INVESTMENT MGR. 131367 0 NONE 0 0 0 20597485 305155 27151963 48054603 238036 0 48054603 720819 47333784 2366689 2366689 27513 27513 2339176 0 2339176 0 2339176 2563546 0 2563546 2339176 2399079 2020 2019 2018 0 0 2563546 2399079 0 0 164467 0 0 0 0 0 0 0 0 2174709 0 0 0 X AUGUSTINE LITERACY PROJECT - CHARLOTTE 115 W 7TH ST CHARLOTTE NC 28202 NONE PC GENERAL OPERATING SUPPORT FOR ALPS CORE LITERACY INTERVENTION PROGRAM BY HIGHLY TRAINED VOLUNTEER TUTORS SERVING STUDENTS IN HIGH-POVERTY CMS ELEMENTARY SCHOOLS. 50000 CHARLOTTE SPEECH AND HEARING CENTER INC 741 KENILWORTH AVE STE 100 CHARLOTTE NC 282043874 NONE PC PROGRAM SUPPORT FOR CLINICIANS TO PROVIDE INDIVIDUALIZED SUPPORT TO STRUGGLING READERS IN K-3RD GRADES TO BUILD VOCABULARY AND LANGUAGE EXPRESSION. 17500 CHRIST CHURCH CHARLOTTE 1412 PROVIDENCE RD CHARLOTTE NC 28207 NONE PC GENERAL OPERATING SUPPORT FOR EDUCATIONAL PROGRAMS; A BOARD/COMMITTEE RECOGNITION GRANT. 250 CMS FOUNDATION (LEADERSHIP DEVELOPMENT) 4421 STUART ANDREW BLVD STE 100 CHARLOTTE NC 282172556 NONE PC PROGRAM SUPPORT TO STRENGTHEN SCHOOL LEADER RETENTION AND SUPPORT TARGETED PROFESSIONAL DEVELOPMENT OPPORTUNITIES FOR SCHOOL LEADERS. 50000 CMS FOUNDATION (TEACHER INNOVATION) 4421 STUART ANDREW BLVD STE 100 CHARLOTTE NC 282172556 NONE PC PROGRAM SUPPORT FOR COACHING AND PROJECT PLANNING FOR SCHOOLS AND TEACHER-LED TEAMS PARTICIPATING IN THE CMS FOUNDATION INNOVATION CENTER. 50000 CMS FOUNDATION (TEACHER RESIDENCY) 4421 STUART ANDREW BLVD STE 100 CHARLOTTE NC 282172556 NONE PC PROGRAM SUPPORT FOR THE CMS TEACHING RESIDENCY PROGRAM WITH THE GOAL OF LICENSING DIVERSE AND NON-TRADITIONAL TEACHERS. 75000 COMMUNITIES IN SCHOOLS OF CHARLOTTE MECKLENBURG INC 601 E 5TH ST STE 300 CHARLOTTE NC 282023094 NONE PC PROGRAM SUPPORT TO REMOVE BARRIERS TO EDUCATIONAL EQUITY FOR ELEMENTARY STUDENTS. 40000 DIGILEARN DIGITAL LEARNING INSTITUTE 514 DANIELS ST PMB 345 RALEIGH NC 276051317 NONE PC PROGRAM SUPPORT TO CREATE RECOMMENDATIONS FOR MICRO-CREDENTIALS THAT WILL LEAD TO STATE-WIDE SYSTEMIC IMPROVEMENTS IN HOW NC TEACHERS ARE DEVELOPED, RECOGNIZED AND REWARDED. 50000 FOUNDATION FOR THE CAROLINAS (READ CHARLOTTE SUMMER PROGRAM) 220 N TRYON ST CHARLOTTE NC 28202 NONE PC GENERAL OPERATING SUPPORT FOR A COLLECTIVE OF LOCAL NON-PROFIT PARTNERS WORKING COLLABORATIVELY TO EXPAND THE NUMBER OF SCHOOLS AND STUDENTS WHO HAVE ACCESS TO SUMMER PROGRAMS ACROSS CHARLOTTE-MECKLENBURG SCHOOLS. 50000 FOUNDATION FOR THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INC (TUTORING 9201 UNIVERSITY CITY BLVD REESE 412 CHARLOTTE NC 28223 NONE PC PROGRAM SUPPORT FOR TEACHER CANDIDATES TO HAVE A HIGH-QUALITY CLINICAL EXPERIENCE BY TUTORING K-5 GRADE CMS STUDENTS IN FOUNDATIONAL READING. 131662 FREEDOM SCHOOL PARTNERS INC 1030 AROSA AVE CHARLOTTE NC 28203 NONE PC PROGRAM SUPPORT FOR SUMMER PROGRAM TO STOP SUMMER LEARNING LOSS AND CREATE PASSIONATE READERS AND LEARNERS. 50000 HEART MATH TUTORING INC 1100 S MINT ST 107 CHARLOTTE NC 28203 NONE PC GENERAL OPERATING SUPPORT FOR A MATH INTERVENTION PROGRAM THAT PROVIDES CURRICULUM AND ON-SITE SUPPORT FOR VOLUNTEER TUTORS IN TITLE I CMS ELEMENTARY SCHOOLS. 75000 HELPS EDUCATION FUND INC 2009 FAIRVIEW RD BOX 6667 RALEIGH NC 27628 NONE PC PROGRAM SUPPORT TO DELIVER TARGETED FLUENCY TUTORING TO CMS ELEMENTARY STUDENTS IN TITLE I SCHOOLS. 100000 INTERNATIONAL HOUSE OF METROLINA INC 1817 CENTRAL AVENUE SUITE 215 CHARLOTTE NC 28205 NONE PC PROGRAM SUPPORT FOR THE RISING READERS PROGRAM THAT PROVIDES INTENSE LITERACY SUPPORT OVER THE SUMMER MONTHS TO ENGLISH LEARNER STUDENTS IN PARTNERSHIP WITH CAMP CMS. 50000 JAMES B HUNT INSTITUTE 4000 CENTREGREEN WAY SUITE 301 CARY NC 27513 NONE PC PROGRAM SUPPORT TO CONTINUE EFFORTS TO BUILD A DIVERSE EDUCATOR WORKFORCE AND EMBED THE SCIENCE OF READING IN EDUCATOR PREPARATION PROGRAMS (EPPS) AND POLICIES. 75000 LATINX EDUCATION CENTER 205 PEABODY HALL CB 3500 CHAPEL HILL NC 275990001 NONE PC GENERAL OPERATING SUPPORT FOR THE LATINX LEADERSHIP PIPELINES PRACTICES INITIATIVE TO SUPPORT SCHOOL LEADERS. 50000 MYFUTURENC INC 301 NORTH WILMINGTON ST RALEIGH NC 27601 NONE PC GENERAL OPERATING SUPPORT TO ENSURE 2 MILLION NORTH CAROLINIANS HAVE A HIGH-QUALITY CREDENTIAL OR POSTSECONDARY DEGREE BY 2030. 25000 NATIONAL BLACK CHILD DEVELOPMENT INSTITUTE - CHARLOTTE 7209 EAST WT HARRIS BLVD SUITE J 276 CHARLOTTE NC 28227 NONE PC PROGRAM SUPPORT TO THE FAMILY EMPOWERMENT PROGRAM (FEP) BUILDS THE CAPACITY OF PARENTS AND CAREGIVERS AS LEADERS AND ADVOCATES OF THEIR FAMILIES. 68000 NATIONAL COUNCIL ON TEACHER QUALITY 1032 15TH STREET NW 242 WASHINGTON DC 20005 NONE PC PROGRAM SUPPORT TO ENGAGE WITH STAKEHOLDERS IN NORTH CAROLINA TO ADVANCE POLICIES AND PRACTICES THAT PROMOTE BOTH STRONG ELEMENTARY LITERACY INSTRUCTION AND A DIVERSE TEACHER WORKFORCE IN ORDER TO IMPROVE STUDENT OUTCOMES. 75000 NC ALLIANCE FOR SCHOOL LEADERSHIP DEVELOPMENT PO BOX 28148 RALEIGH NC 27611 NONE PC PROGRAM SUPPORT FOR THE ASSISTANT PRINCIPAL LEADERSHIP ACCELERATOR PROGRAM. 15000 NC ALLIANCE FOR SCHOOL LEADERSHIP DEVELOPMENT PO BOX 28148 RALEIGH NC 27611 NONE PC PROGRAM SUPPORT TO CREATE AND IMPLEMENT THE EARLY CAREER PRINCIPALS ACADEMY, A STATEWIDE LEADERSHIP DEVELOPMENT INITIATIVE FOR EARLY-CAREER PUBLIC SCHOOL PRINCIPALS. 50000 NC CENTER FOR NONPROFITS PO BOX 98475 RALEIGH NC 27624 NONE PC GENERAL OPERATING SUPPORT OF THEIR MISSION TO EDUCATE, CONNECT, AND ADVOCATE FOR NORTH CAROLINA NONPROFITS. 2500 NC CENTER FOR THE ADVANCEMENT OF TEACHING 276 NCCAT DR CULLOWHEE NC 28723 NONE PC PROGRAM SUPPORT FOR LITERACY LEADERS CONFERENCE FOR LEARNING, COLLABORATION, AND PROBLEM-SOLVING OPPORTUNITIES FOR EARLY GRADES AND THE DEVELOPMENT OF A SECONDARY LITERACY BADGE. 55020 NORTH CAROLINA A&T STATE UNIVERSITY 1601 E MARKET ST GREENSBORO NC 27401 NONE GOV GENERAL OPERATING SUPPORT FOR EDUCATIONAL PROGRAMS; A BOARD/COMMITTEE RECOGNITION GRANT. 5000 NORTH CAROLINA BUSINESS LEADERS FOR EDUCATION BEST NC 940 NW CARY PARKWAY SUITE 121 CARY NC 27513 NONE PC GENERAL OPERATING SUPPORT OF FOR BEST NC, A NONPROFIT, NON-PARTISAN COALITION OF BUSINESS LEADERS COMMITTED TO TRANSFORMING NORTH CAROLINA EDUCATION THROUGH STATE POLICY AND ADVOCACY. 45000 NORTH CAROLINA STATE UNIVERSITY ADMIN SERVICES III SUITE 240 2601 WOLF VILLAGE WAY RALEIGH NC 276957514 NONE GOV PROGRAM SUPPORT FOR ADVANCING EDUCATIONAL OPPORTUNITY IN CHARLOTTE-MECKLENBURGS LOWEST-PERFORMING SCHOOLS THROUGH TEACHER RECRUITMENT, DEVELOPMENT, AND RETENTION. 48121 NORTH CAROLINA STATE UNIVERSITY (PRINCIPAL STUDY) ADMIN SERVICES III SUITE 240 2601 WOLF VILLAGE WAY RALEIGH NC 276957514 NONE GOV PROGRAM SUPPORT TO DEVELOP AND PILOT A TRANSFORMATIONAL PRINCIPAL LEARNING MODEL FOR EARLY GRADES LEADERSHIP IN NORTH CAROLINA. 71234 NORTH CAROLINA STATE UNIVERSITY (TURNAROUND) ADMIN SERVICES III SUITE 240 2601 WOLF VILLAGE WAY RALEIGH NC 276957514 NONE GOV PROGRAM SUPPORT FOR ADVANCING EDUCATIONAL OPPORTUNITY IN CHARLOTTE-MECKLENBURGS LOWEST-PERFORMING SCHOOLS THROUGH TEACHER RECRUITMENT, DEVELOPMENT, AND RETENTION. 85275 OURBRIDGE 3925 WILLARD FARROW DRIVE CHARLOTTE NC 28215 NONE PC GENERAL OPERATING SUPPORT FOR AN AFTERSCHOOL PROGRAM WITH A FOCUS ON LITERACY FOR IMMIGRANT AND REFUGEE CHILDREN FROM TITLE I CMS SCHOOLS. 50000 PROFOUND GENTLEMEN 2701C FREEDOM DRIVE CHARLOTTE NC 28208 NONE PC GENERAL OPERATING SUPPORT TO PROMOTE RETENTION OF MALE EDUCATORS OF COLOR IN NORTH CAROLINA THROUGH PROFESSIONAL DEVELOPMENT, LEADERSHIP AND MENTORSHIP MODELS. 50000 PROFOUND LADIES INC 5821 WYNMORE ROAD RALEIGH NC 27610 NONE PC GENERAL OPERATING SUPPORT TO MITIGATE TEACHER ATTRITION, HOLISTIC TRAINING, AND SUPPORT FOR NORTH CAROLINA-BASED TEACHERS OF COLOR. 25000 PUBLIC SCHOOL FORUM 3725 NATIONAL DRIVE NO 101 RALEIGH NC 27612 NONE PC PROGRAM SUPPORT TO CREATE ACTIONABLE & SUSTAINABLE MODELS FOR RECRUITING AND RETAINING A DIVERSE TEACHER WORKFORCE. 49924 PUBLIC SCHOOL FORUM OF NORTH CAROLINA INC 3725 NATIONAL DRIVE NO 101 RALEIGH NC 27612 NONE PC PROGRAM SUPPORT TO CREATE ACTIONABLE & SUSTAINABLE MODELS FOR RECRUITING AND RETAINING A DIVERSE TEACHER WORKFORCE. 107927 QUEENS UNIVERSITY 1900 SELWYN AVENUE CHARLOTTE NC 28274 NONE PC PROGRAM SUPPORT FOR QUEENS SCHOOL OF EXECUTIVE LEADERSHIP ACADEMY (SELA), A PROGRAM THAT PREPARES NEW SCHOOL LEADERS AND PRINCIPALS THROUGH A PARTNERSHIP WITH QUEENS' MCCOLL SCHOOL OF BUSINESS, CATO COLLEGE OF EDUCATION AND CMS. 40000 TEACH FOR AMERICA INC PO BOX 11649 CHARLOTTE NC 28220 NONE PC PROGRAM SUPPORT TO SUPPORT EARLY TEACHERS AND ALUMNI WORKING IN CMS, THROUGH PROFESSIONAL DEVELOPMENT AND TRAINING, IMPACTING THOUSANDS OF CMS STUDENTS IN UNDER-RESOURCED COMMUNITIES. 100000 THE INNOVATION PROJECT (TIP) PO BOX 99109 RALEIGH NC 27264 NONE PC PROGRAM SUPPORT TO CREATE A MORE SUSTAINABLE AND EFFECTIVE EDUCATOR WORKFORCE; AND IMPROVE THE STUDENT LEARNING EXPERIENCE AND ACADEMIC OUTCOMES. 50000 THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL CB 1350 104 AIRPORT DRIVE SUITE 2200 CHAPEL HILL NC 275991350 NONE GOV PROGRAM SUPPORT FOR COMPARATIVE RESEARCH OF THE CMS AND NC TEACHER WORKFORCES, INCLUDING PREPARATION, EFFECTIVENESS AND RETENTION OF EXCELLENT TEACHERS. 34632 THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL (EQUITABLE ROSTERING) CB 1350 104 AIRPORT DRIVE SUITE 2200 CHAPEL HILL NC 275991350 NONE GOV PROGRAM SUPPORT TO PILOT A SYSTEM FOR STUDENT ROSTERING PRACTICES AND EQUITABLE ACCESS TO HIGHLY EFFECTIVE TEACHERS. 82000 THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE (STUDENT TEACHERS) 9201 UNIVERSITY CITY BLVD CHARLOTTE NC CHARLOTTE NC 282230001 NONE GOV PROGRAM SUPPORT FOR PROFESSIONAL DEVELOPMENT AND NETWORKING SUPPORT FOR PRESERVICE TEACHERS OF COLOR. 19705 UNITED WAY OF CENTRAL CAROLINAS 601 E 5TH ST SUITE 350 CHARLOTTE NC 28202 NONE PC PROGRAM SUPPORT TO PROVIDE TRAINING AND A PLATFORM FOR AREA FUNDERS TO COLLABORATE. 1500 URBANPROMISE CHARLOTTE 6210 OLD PINEVILLE RD CHARLOTTE NC 28217 NONE PC GENERAL OPERATING SUPPORT FOR A YEAR-ROUND PROGRAM FOR LOW-INCOME STUDENTS THAT PROVIDES OUT-OF-SCHOOL-TIME ACADEMIC AND SPIRITUAL DEVELOPMENT. 65000 YMCA 400 E MOREHEAD ST CHARLOTTE NC 28202 NONE PC PROGRAM SUPPORT FOR THE Y READERS SUMMER PROGRAM PREVENTING SUMMER LEARNING LOSS FOR STUDENTS AT TITLE I CMS SCHOOL SITES. 75000 YMCA (READING) 400 E MOREHEAD ST CHARLOTTE NC 28202 NONE PC GENERAL OPERATING SUPPORT FOR EDUCATIONAL PROGRAMS; A BOARD/COMMITTEE RECOGNITION GRANT. 2500 2212750 CMS FOUNDATION 4421 STUART ANDREW BLVD STE 100 CHARLOTTE NC 282172556 NONE PC PROGRAM SUPPORT FOR COACHING AND PROJECT PLANNING FOR SCHOOLS AND TEACHER-LED TEAMS PARTICIPATING IN THE CMS FOUNDATION INNOVATION CENTER. 100000 FOUNDATION FOR THE CAROLINAS 220 N TRYON ST CHARLOTTE NC 28202 NONE PC GENERAL OPERATING SUPPORT FOR READ CHARLOTTE, A COLLABORATIVE, COMMUNITY-WIDE MOVEMENT DEDICATED TO INCREASING THE % OF THIRD GRADERS READING ON GRADE LEVEL. 150000 FOUNDATION FOR THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INC 9201 UNIVERSITY CITY BLVD REESE 412 CHARLOTTE NC 28223 NONE PC PROGRAM SUPPORT FOR TEACHER CANDIDATES TO HAVE A HIGH-QUALITY CLINICAL EXPERIENCE BY TUTORING K-5 GRADE CMS STUDENTS IN FOUNDATIONAL READING. 166192 HEART MATH TUTORING INC 1100 S MINT ST 107 CHARLOTTE NC 28203 NONE PC GENERAL OPERATING SUPPORT FOR A MATH INTERVENTION PROGRAM THAT PROVIDES CURRICULUM AND ON-SITE SUPPORT FOR VOLUNTEER TUTORS IN TITLE I CMS ELEMENTARY SCHOOLS. 75000 LATINX EDUCATION CENTER 205 PEABODY HALL CB 3500 CHAPEL HILL NC 275990001 NONE PC GENERAL OPERATING SUPPORT FOR THE LATINX LEADERSHIP PIPELINES PRACTICES INITIATIVE TO SUPPORT SCHOOL LEADERS. 50000 NATIONAL BLACK CHILD DEVELOPMENT INSTITUTE - CHARLOTTE 7209 EAST WT HARRIS BLVD SUITE J 276 CHARLOTTE NC 28227 NONE PC PROGRAM SUPPORT TO THE FAMILY EMPOWERMENT PROGRAM (FEP) BUILDS THE CAPACITY OF PARENTS AND CAREGIVERS AS LEADERS AND ADVOCATES OF THEIR FAMILIES. 68000 NC ALLIANCE FOR SCHOOL LEADERSHIP DEVELOPMENT PO BOX 28148 RALEIGH NC 27611 NONE PC PROGRAM SUPPORT TO CREATE AND IMPLEMENT THE EARLY CAREER PRINCIPALS ACADEMY, A STATEWIDE LEADERSHIP DEVELOPMENT INITIATIVE FOR EARLY-CAREER PUBLIC SCHOOL PRINCIPALS. 70000 NORTH CAROLINA BUSINESS LEADERS FOR EDUCATION BEST NC 940 NW CARY PARKWAY SUITE 121 CARY NC 27513 NONE PC GENERAL OPERATING SUPPORT OF FOR BEST NC, A NONPROFIT, NON-PARTISAN COALITION OF BUSINESS LEADERS COMMITTED TO TRANSFORMING NORTH CAROLINA EDUCATION THROUGH STATE POLICY AND ADVOCACY. 45000 NORTH CAROLINA STATE UNIVERSITY ADMIN SERVICES III SUITE 240 2601 WOLF VILLAGE WAY RALEIGH NC 276957514 NONE GOV PROGRAM SUPPORT TO DEVELOP AND PILOT A TRANSFORMATIONAL PRINCIPAL LEARNING MODEL FOR EARLY GRADES LEADERSHIP IN NORTH CAROLINA. 70000 NORTH CAROLINA STATE UNIVERSITY ADMIN SERVICES III SUITE 240 2601 WOLF VILLAGE WAY RALEIGH NC 276957514 NONE GOV PROGRAM SUPPORT FOR ADVANCING EDUCATIONAL OPPORTUNITY IN CHARLOTTE-MECKLENBURGS LOWEST-PERFORMING SCHOOLS THROUGH TEACHER RECRUITMENT, DEVELOPMENT, AND RETENTION. 87168 OURBRIDGE INC 3925 WILLARD FARROW DRIVE CHARLOTTE NC 28215 NONE PC GENERAL OPERATING SUPPORT TO ASSIST WITH EXPANSION TO A SECOND SITE IN ORDER TO SERVE MORE IMMIGRANT FAMILY AND STUDENTS. 100000 PROFOUND LADIES INC 5821 WYNMORE ROAD RALEIGH NC 27610 NONE PC GENERAL OPERATING SUPPORT TO MITIGATE TEACHER ATTRITION, HOLISTIC TRAINING, AND SUPPORT FOR NORTH CAROLINA-BASED TEACHERS OF COLOR. 25000 THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL CB 1350 104 AIRPORT DRIVE SUITE 2200 CHAPEL HILL NC 275991350 NONE GOV PROGRAM SUPPORT TO PILOT A SYSTEM FOR STUDENT ROSTERING PRACTICES AND EQUITABLE ACCESS TO HIGHLY EFFECTIVE TEACHERS. 82000 THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL CB 1350 104 AIRPORT DRIVE SUITE 2200 CHAPEL HILL NC 275991350 NONE GOV PROGRAM SUPPORT FOR COMPARATIVE RESEARCH OF THE CMS AND NC TEACHER WORKFORCES, INCLUDING PREPARATION, EFFECTIVENESS AND RETENTION OF EXCELLENT TEACHERS. 35633 THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE 9201 UNIVERSITY CITY BLVD CHARLOTTE NC CHARLOTTE NC 282230001 NONE GOV PROGRAM SUPPORT FOR PROFESSIONAL DEVELOPMENT AND NETWORKING SUPPORT FOR PRESERVICE TEACHERS OF COLOR. 15000 URBANPROMISE CHARLOTTE 6210 OLD PINEVILLE RD CHARLOTTE NC 28217 NONE PC GENERAL OPERATING SUPPORT FOR A YEAR-ROUND PROGRAM FOR LOW-INCOME STUDENTS THAT PROVIDES OUT-OF-SCHOOL-TIME ACADEMIC AND SPIRITUAL DEVELOPMENT. 65000 1203993 14 3313 14 385805 18 1121555 PARTNERSHIP INV. INCOME 523000 -5943 14 11378 OTHER MISC. LOSS 01 -29 -5943 1522022 0 1516079 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 32560 24823 0 7738 NONE 0 MUTUAL FUNDS AT COST 17611352 19279103 SSGA REAL ASSET NL CTF AT COST 3496712 4410044 WELLINGTON - GLOBAL RESEARCH AT COST 3000000 3002820 SLG LAND INVESTMENTS II, LP AT COST 3000000 0 EMINENCE FUND OFFSHORE AT COST 3000000 2518615 BAXTER STREET OFFSHORE FUND LTD AT COST 2800000 3273832 WIMBLEDON FINANCING SERIES, LTD AT COST 2000000 0 LONE CASCADE LP AT COST 2000000 1837192 WELLINGTON EMERGING MARKETS LCL E AT COST 1888721 1996914 LOGAN LENDER, LP AT COST 1665629 952143 PALESTRA CAPITAL OFFSHORE FUND LTD AT COST 1400000 1491456 IFP GLOBAL AT COST 1070830 1579960 NUT TREE AT COST 1000000 1286228 VARDE CREDIT PARTNERS OFFSHORE AT COST 1000000 1293653 SOUTHPOINT QUALIFIED OFFSHORE FD AT COST 1000000 1563589 SEG PARTNERS OFFSHORE LTD AT COST 973887 1742891 ETF VENTURE FUND II, LP AT COST 847258 202626 MISCELLANEOUS ADJUSTMENT 519 OTHER EXPENSES 6720 1335 0 5385 MEMBERSHIP FEES 5324 0 0 5324 GRANTS MGMT SYSTEM SUPPORT 4848 0 0 4848 INFORMATION TECHNOLOGY 4247 849 0 3398 PAYROLL SERVICE FEES 1313 263 0 1050 OFFICE SUPPLIES 955 191 0 764 BOOKS, SUBSCRIPTIONS, REF. 522 0 0 522 INSURANCE 479 96 0 383 PARTNERSHIP EXPENSES 0 80137 0 0 PARTNERSHIP INV. INCOME 5435 22416 0 OTHER MISC. LOSS -29 0 0 ACCRUED INTEREST 2871 OTHER LIABILITIES 37 37 CONTRACTED SERVICES 74647 9068 0 65578 INVESTMENT FEES 131367 131367 0 0 1) THE DESCRIPTION OF ASSETS: 7.2 PERCENT LIMITED PARTNERSHIP INTEREST IN LOGAN LENDER LP2) THE FAIR MARKET VALUE OF THE SECURITIES PRIOR TO THE VALUATION DISCOUNT: $1,190,1793) PERCENTAGE OF THE TOTAL ISSUED AND OUTSTANDING SECURITIES OF THE SAME CLASS REPRESENTED BY THE FOUNDATION'S HOLDINGS: NOT APPLICABLE4) AMOUNT OF DISCOUNT CLAIMED: $238,0365) EXPLANATION OF WHY THE CLAIMED DISCOUNT IS APPROPRIATE IN VALUING THE SECURITIES:DUE TO THE PRIVATELY HELD NATURE OF THE LIMITED PARTNERSHIP INVESTMENT, THE NON-MARKETABLE MINORITY DISCOUNT IS NECESSARY DUE TO THE RELATIVE LACK OF CONTROL AND RELATIVE LACK OF MARKETABILITY. THE DISCOUNTED FMV IS SUPPORTED BY AN INDEPENDENT VALUATION OF THE UNDERLYING ASSETS AND APPRAISAL REVIEW OF THE DISCOUNT FOR REASONABLENESS. EXCISE TAX 102500 0 0 0 FOREIGN TAXES 0 46282 0 0