BELK FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BELK FOUNDATION (EIN 27-0237197)
- Tax period
- 2021-06-01 to 2022-05-31
- Filed
- 2023-04-12
- IRS object ID
- 202341029349102274
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-12T19:00:45-05:00 | ReturnTs |
| Tax Period End | 2022-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 366055558 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1415 VANTAGE PARK DRIVE SUITE 500 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 270237197 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BELK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BELK | BusinessNameControlTxt |
| Phone | 7045445444 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6832 CARNEGIE BLVD STE 100 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28211 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEVELYN BONNER-REED | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 7044612792 | PhoneNum |
| Signature | 2023-04-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JEVELYN | PersonFirstNm |
| Person Last | BONNER-REED | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELE N MELCHIOR | PreparerPersonNm |
| PTIN | P00488037 | PTIN |
| Phone | 7046323500 | PhoneNum |
| Preparation | 2023-04-08 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $50,077,086 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $128 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $128 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $367,380 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $698,046 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,531,848 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,496,450 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,496,450 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $121,236 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $66,069 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $5,020,592 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,260,693 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $172,753 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $34,551 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $138,202 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $88,727 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $8,873 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $79,854 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $25,512 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $4,873 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $20,638 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $55 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $34,539 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $27,239 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $7,300 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $217,060 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $167,656 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $49,404 | OtherProfFeesDsbrsChrtblAmt |
| Interest Net Invst Incm | $579 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $36,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $26,704 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $32,706 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $6,541 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $26,165 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $12,267 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $866 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $11,401 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25,472 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $73,916 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $22,289 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $645,091 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $351,798 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $355,253 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,451,199 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,451,199 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,096,290 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $351,798 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,806,452 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,924,302 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,908,895 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $175,779 | CashBOYAmt |
| Cash EOY | $88,098 | CashEOYAmt |
| Cash EOYFMV | $88,098 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $222,332 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $84,913 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $84,913 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $47,127,987 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $49,277,559 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $49,904,075 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $47,526,098 | TotalAssetsBOYAmt |
| Total Assets EOY | $49,450,570 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $50,077,086 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $37 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $37 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $37 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $37 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $47,526,061 | RetainedEarningBOYAmt |
| Retained Earning EOY | $49,450,533 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $47,526,061 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $49,450,533 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $47,526,098 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $49,450,570 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $47,526,061 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,924,302 | ExcessRevenueOverExpensesAmt |
| Other Increases | $170 | OtherIncreasesAmt |
| Subtotal | $49,450,533 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $49,450,533 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| TOTAL FROM PASS THROUGH INVESTMENTS | P | $1,964,472 | $1,964,472 | $1,964,472 |
| PUBLICLY TRADED FUNDS | P | $10,374 | $10,374 | $10,374 |
| CAPITAL GAIN DISTRIBUTIONS | P | $676,930 | $676,930 | $676,930 |
| DISPOSAL OF ALTERNATIVE INVESTMENTS | P | $3,844,544 | $3,844,544 | $3,844,544 |
| DISTRIBUTIONS IN EXCESS OF BASIS | P | $130 | $130 | $130 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,496,450 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $6,496,450 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $96,034 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $96,034 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $96,034 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $44,557 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $82,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $126,557 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $30,523 | OverpaymentAmt |
| Applied To ES Tax | $30,523 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTP://WWW.BELKFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | JEVELYN BONNER-REED | IndividualWithBooksNm |
| Phone | 7045445444 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6832 CARNEGIE BLVD STE 100 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28211 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOHANNA EDENS ANDERSON | ||||||||
| 6832 CARNEGIE BLVD STE 100 | CHARLOTTE | NC | 28211 | EXECUTIVE DIRECTOR | 40.00 | $167,721 | $5,032 | $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 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRITTANY L BENAVIDEZ | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6832 CARNEGIE BLVD STE 100 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28211 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PROGRAM COORDINATOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 30.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $51,900 | CompensationAmt |
| Employee Benefits | $1,557 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRIME BUCHHOLZ | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 273 CORPORATE DRIVE STE 250 | AddressLine1Txt |
| City | PORTSMOUTH | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MGR. | ServiceTypeTxt |
| Compensation | $166,153 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $24,121,223 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $656,579 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $28,374,863 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $53,152,665 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $53,152,665 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $797,290 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $52,355,375 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,617,769 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,617,769 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $96,034 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $96,034 | TotalTaxAmt |
| Distributable Before Adj | $2,521,735 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,521,735 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,521,735 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,806,452 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,806,452 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,521,735 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,683,796 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,806,452 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,683,796 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $122,656 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $2,399,079 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 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. | $50,000 | |
| BOARD OF CONTROL FOR THE SOUTHERN REGION | ||||||||
| 592 10TH STREET NW | ATLANTA | GA | 303185776 | NONE | PC | PROGRAM AND CONSULTING SUPPORT FOR THE ONGOING DEVELOPMENT OF PROPOSALS TO TRANSFORM THE NC LICENSURE AND PROFESSIONAL GROWTH SYSTEM. | $81,650 | |
| CHARLOTTE MECKLENBURG SCHOOL | ||||||||
| 4421 STUART ANDREW BLVD SUITE 100 | CHARLOTTE | NC | 282172556 | NONE | PC | PROGRAM SUPPORT FOR SCHOOL AND DISTRICT LEADERSHIP DEVELOPMENT | $14,000 | |
| CHARLOTTE SPEECH AND HEARING | ||||||||
| 741 KENILWORTH AVE SUITE 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 | $35,000 | |
| CHARLOTTE-MECKLENBURG SCHOOLS | ||||||||
| 4421 STUART ANDREW BLVD SUITE 100 | CHARLOTTE | NC | 282172556 | NONE | PC | PROGRAM SUPPORT FOR DISTRICT LEADERSHIP COACHING AND PROFESSIONAL DEVELOPMENT | $36,000 | |
| CHARLOTTE-MECKLENBURG SCHOOLS | ||||||||
| 4421 STUART ANDREW BLVD SUITE 100 | CHARLOTTE | NC | 282172556 | NONE | PC | CAPACITY BUILDING GRANT TO PROVIDE A TECHNOLOGY SOLUTION TO TRACK STUDENT TEACHERS | $6,500 | |
| CMS FOUNDATION | ||||||||
| 4421 STUART ANDREW BLVD SUITE 100 | CHARLOTTE | NC | 282172556 | NONE | PC | PROGRAM SUPPORT FOR THE CMS TEACHING RESIDENCY PROGRAM WITH THE GOAL OF LICENSING DIVERSE AND NON-TRADITIONAL TEACHERS. | $50,000 | |
| COMMUNITIES IN SCHOOLS OF CHARLOTTE MECKLENBURG INC | ||||||||
| 601 E 5TH ST SUITE 300 | CHARLOTTE | NC | 282023094 | NONE | PC | PROGRAM SUPPORT TO EXPLORE & PROVIDE PRE-PLANNING OF A COMMUNITY SCHOOL MODEL IN CHARLOTTE-MECKLENBURG SCHOOLS | $40,000 | |
| CROSSNORE | ||||||||
| 100 DAR DRIVE | NEWLAND | NC | 28657 | NONE | PC | GENERAL OPERATING SUPPORT TO PLACE KIDS IN FOSTER HOMES AND THERAPY SESSIONS FOR AT-RISK YOUTH; A BOARD/COMMITTEE RECOGNITION GRANT. | $5,000 | |
| 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. | $50,000 | |
| EDNC | ||||||||
| PO BOX 1636 | RALEIGH | NC | 27602 | NONE | PC | GENERAL OPERATING SUPPORT FOR EDNC'S INDEPENDENT REPORTING ON CRITICAL ISSUES AFFECTING STUDENTS, EDUCATORS, AND FAMILIES ACROSS THE STATE OF NORTH CAROLINA | $30,000 | |
| 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 | $300,000 | |
| 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 TUTOR K-3RD GRADE CMS STUDENTS IN FOUNDATIONAL READING SKILLS WITH THE SOUND PARTNERS INTERVENTION | $138,240 | |
| 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 | $60,000 | |
| 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 | $75,000 | |
| 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 | $102,500 | |
| HOPEWAY | ||||||||
| 1717 SHARON RD W | CHARLOTTE | NC | 28210 | NONE | PC | GENERAL OPERATING SUPPORT FOR NONPROFIT BEHAVIORAL HEALTH AND MENTAL HEALTH TREATMENT FACILITY; A BOARD/COMMITTEE RECOGNITION GRANT. | $5,000 | |
| 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 | $50,000 | |
| INTERNATIONAL HOUSE OF METROLINA INC | ||||||||
| 1817 CENTRAL AVENUE SUITE 215 | CHARLOTTE | NC | 28205 | NONE | PC | CAPACITY BUILDING SUPPORT TO IMPROVE TECHNOLOGY SYSTEMS; A NEXT GENERATION ADVISORY BOARD GRANT | $17,340 | |
| KIPP CHARLOTTE A REGIONAL SCHOOL OF KIPP NORTH CAROLINA | ||||||||
| 931 WILANN DR | CHARLOTTE | NC | 28215 | NONE | PC | PROGRAM SUPPORT TO EXPLORE THE LAUNCH OF A KIPP NORTH CAROLINA EDUCATOR PREPARATION PROGRAM TO TRAIN AND LICENSE TEACHERS | $50,000 | |
| LATINX EDUCATION CENTER | ||||||||
| 205 PEABODY HALL CB 3500 | CHAPEL HILL | NC | 275990001 | NONE | PC | PROGRAM SUPPORT FOR THE LATINX LEADERSHIP PIPELINES AND PRACTICES INITIATIVE TO SUPPORT SCHOOL LEADERS | $50,000 | |
| 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 | $25,000 | |
| NATIONAL BLACK CHILD DEVELOPMENT INSTITUTE - CHARLOTTE | ||||||||
| 7209 EAST WT HARRIS BLVD SUITE J | CHARLOTTE | NC | 28227 | NONE | PC | PROGRAM SUPPORT TO IMPROVE LITERACY SKILLS IN ELEMENTARY SCHOOLS THROUGH ACTIVE READING TRAINING AND FAMILY EMPOWERMENT | $55,000 | 276 |
| NATIONAL BLACK CHILD DEVELOPMENT INSTITUTE-CHARLOTTE | ||||||||
| 7209 EAST WT HARRIS BLVD SUITE J | CHARLOTTE | NC | 28227 | NONE | PC | CAPACITY BUILDING GRANT FOR MODERN AND SECURE TECHNOLOGY NEEDS; A NEXT GENERATION ADVISORY GRANT | $11,660 | 276 |
| NATIONAL COUNCIL ON TEACHER QUALITY | ||||||||
| 1032 15TH STREET NW 242 | WASHINGTON | DC | 20005 | NONE | PC | PROGRAM SUPPORT FOR ILLUMINATING NEW DATA TO IMPROVE TEACHER PREPARATION AND LITERACY OUTCOMES | $50,000 | |
| NC ALLIANCE FOR SCHOOL LEADERSHIP DEVELOPMENT | ||||||||
| PO BOX 28148 | RALEIGH | NC | 27611 | NONE | PC | PROGRAM SUPPORT FOR THE ASSISTANT PRINCIPAL LEADERSHIP ACCELERATOR PROGRAM | $78,000 | |
| NORTH CAROLINA BUSINESS LEADERS FOR EDUCATION | ||||||||
| 940 NW CARY PARKWAY SUITE 121 | CARY | NC | 27513 | NONE | PC | CAPACITY BUILDING GRANT TO ENHANCE FUNDRAISING AND MEMBERSHIP STRATEGY TO ATTRACT THE "NEXT GENERATION" BUSINESS LEADERS; A NEXT GENERATION ADVISORY BOARD GRANT | $6,000 | |
| 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 | $35,000 | |
| NORTH CAROLINA 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 | $2,500 | |
| NORTH CAROLINA STATE UNIVERSITY | ||||||||
| ADMIN SERVICES III SUITE 240 2601 | RALEIGH | NC | 276957514 | NONE | PC | PROGRAM SUPPORT TO STUDY EARLY EDUCATION KNOWLEDGE AND PRACTICE OF ELEMENTARY PRINCIPALS IN NORTH CAROLINA | $75,000 | WOLF VILLAGE WAY |
| NORTH CAROLINA STATE UNIVERSITY | ||||||||
| ADMIN SERVICES III SUITE 240 2601 | RALEIGH | NC | 276957514 | NONE | PC | PROGRAM SUPPORT TO ENHANCE PRE-K-3RD GRADE PRINCIPAL PRACTICE IN NORTH CAROLINA | $75,000 | WOLF VILLAGE WAY |
| NORTH CAROLINA STATE UNIVERSITY | ||||||||
| ADMIN SERVICES III SUITE 240 2601 | RALEIGH | NC | 276957514 | NONE | PC | PROGRAM SUPPORT FOR ADVANCING EDUCATIONAL OPPORTUNITY IN CHARLOTTE-MECKLENBURGS LOWEST-PERFORMING SCHOOLS THROUGH TEACHER RECRUITMENT, DEVELOPMENT, AND RETENTION | $25,000 | WOLF VILLAGE WAY |
| 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 | $35,000 | |
| 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 | $124,834 | |
| PROFOUND LADIES INC | ||||||||
| 5821 WYNMORE ROAD | RALEIGH | NC | 27610 | NONE | PC | PROGRAM SUPPORT TO MITIGATE TEACHER ATTRITION, HOLISTIC TRAINING AND SUPPORT FOR NORTH CAROLINA BASED TEACHERS OF COLOR | $25,000 | |
| 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 | $52,609 | |
| 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 | $35,000 | |
| TEACH FOR AMERICA INC | ||||||||
| PO BOX 11649 | CHARLOTTE | NC | 28220 | NONE | PC | GENERAL OPERATING SUPPORT TO SUPPORT EARLY TEACHERS AND ALUMNI WORKING IN CMS, THROUGH PROFESSIONAL DEVELOPMENT AND TRAINING, IMPACTING THOUSANDS OF CMS STUDENTS IN UNDER-RESOURCED COMMUNITIES | $100,000 | |
| THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | ||||||||
| CB 1350 104 AIRPORT DRIVE SUITE | CHAPEL HILL | NC | 275991350 | NONE | PC | PROGRAM SUPPORT TO STUDY STUDENT ROSTERING PRACTICES STATEWIDE AND OFFER SOLUTIONS TO INCREASE STUDENTS EQUITABLE ACCESS TO HIGHLY EFFECTIVE TEACHERS | $96,245 | 2200 |
| THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | ||||||||
| CB 1350 104 AIRPORT DRIVE SUITE | CHAPEL HILL | NC | 275991350 | NONE | PC | PROGRAM SUPPORT FOR COMPARATIVE RESEARCH OF THE CMS AND NC TEACHER WORKFORCES, INCLUDING PREPARATION, EFFECTIVENESS AND RETENTION OF EXCELLENT TEACHERS | $34,121 | 2200 |
| THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | ||||||||
| CB 1350 104 AIRPORT DRIVE SUITE | CHAPEL HILL | NC | 275991350 | NONE | PC | PROGRAM SUPPORT TO DO A DEEP DIVE INTO THE LITERACY STANDARDS, PROGRAMS AND PRACTICES OF ALL UNC SYSTEM EDUCATOR PREPARATION PROGRAMS | $24,000 | 2200 |
| TNTP | ||||||||
| 500 SEVENTH AVENUE 8TH FLOOR NEW | NEW YORK | NY | 10018 | NONE | PC | PROGRAM SUPPORT FOR THE NORTH CAROLINA EARLY LITERACY COLLABORATIVE TO IMPROVE PK-3RD GRADE READING PROFICIENCY THROUGH DISTRICT CAPACITY BUILDING AND COLLABORATION | $100,000 | YORK NY 10018 |
| URBANPROMISE CHARLOTTE | ||||||||
| 6210 OLD PINEVILLE RD | CHARLOTTE | NC | 28217 | NONE | PC | PROGRAM SUPPORT FOR A YEAR-ROUND PROGRAM FOR LOW-INCOME STUDENTS THAT PROVIDES OUT-OF-SCHOOL-TIME ACADEMIC AND SPIRITUAL DEVELOPMENT | $65,000 | |
| 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 | $75,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,451,199 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 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. | $50,000 | |
| CHARLOTTE SPEECH AND HEARING | ||||||||
| 741 KENILWORTH AVE SUITE 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 | $17,500 | |
| CMS FOUNDATION | ||||||||
| 4421 STUART ANDREW BLVD SUITE 100 | CHARLOTTE | NC | 282172556 | NONE | PC | PROGRAM SUPPORT FOR THE CMS TEACHING RESIDENCY PROGRAM WITH THE GOAL OF LICENSING DIVERSE AND NON-TRADITIONAL TEACHERS. | $75,000 | |
| 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 | $100,000 | |
| 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 | $50,000 | |
| 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 | $25,000 | |
| NC ALLIANCE FOR SCHOOL LEADERSHIP DEVELOPMENT | ||||||||
| PO BOX 28148 | RALEIGH | NC | 27611 | NONE | PC | PROGRAM SUPPORT FOR THE ASSISTANT PRINCIPAL LEADERSHIP ACCELERATOR PROGRAM | $15,000 | |
| NORTH CAROLINA STATE UNIVERSITY | ||||||||
| ADMIN SERVICES III SUITE 240 2601 | RALEIGH | NC | 276957514 | NONE | PC | PROGRAM SUPPORT FOR ADVANCING EDUCATIONAL OPPORTUNITY IN CHARLOTTE-MECKLENBURGS LOWEST-PERFORMING SCHOOLS THROUGH TEACHER RECRUITMENT, DEVELOPMENT, AND RETENTION | $220,564 | WOLF VILLAGE WAY |
| 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 | $107,927 | |
| TEACH FOR AMERICA INC | ||||||||
| PO BOX 11649 | CHARLOTTE | NC | 28220 | NONE | PC | GENERAL OPERATING SUPPORT TO SUPPORT EARLY TEACHERS AND ALUMNI WORKING IN CMS, THROUGH PROFESSIONAL DEVELOPMENT AND TRAINING, IMPACTING THOUSANDS OF CMS STUDENTS IN UNDER-RESOURCED COMMUNITIES | $100,000 | |
| 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 | $75,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $835,991 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $367,509 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $259 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $120,976 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,531,848 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $259 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,020,333 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,020,592 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $34,539 | Amt |
| Net Investment Income | $27,239 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $7,300 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (17 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ETF VENTURE FUND II, LP | AT COST | $847,258 | $210,436 |
| LOGAN LENDER, LP | AT COST | $1,665,629 | $1,665,629 |
| SLG LAND INVESTMENTS II, LP | AT COST | $3,000,000 | $0 |
| WIMBLEDON FINANCING SERIES, LTD | AT COST | $2,000,000 | $0 |
| MUTUAL FUNDS | AT COST | $18,991,985 | $21,529,212 |
| BAXTER STREET OFFSHORE FUND LTD | AT COST | $2,300,000 | $2,693,876 |
| PALESTRA CAPITAL OFFSHORE FUND LTD | AT COST | $1,400,000 | $1,256,856 |
| LONE CASCADE LP | AT COST | $2,000,000 | $1,742,252 |
| NUT TREE | AT COST | $1,000,000 | $1,361,763 |
| SEG PARTNERS OFFSHORE LTD | AT COST | $1,250,000 | $2,394,715 |
| VARDE CREDIT PARTNERS OFFSHORE | AT COST | $1,000,000 | $1,297,305 |
| WELLINGTON EMERGING MARKETS LCL E | AT COST | $1,870,590 | $2,072,910 |
| IFP GLOBAL | AT COST | $1,070,829 | $1,557,012 |
| SOUTHPOINT QUALIFIED OFFSHORE FD | AT COST | $1,000,000 | $1,347,430 |
| SSGA REAL ASSET NL CTF | AT COST | $3,881,268 | $5,594,226 |
| EMINENCE FUND OFFSHORE | AT COST | $3,000,000 | $2,361,281 |
| WELLINGTON - GLOBAL RESEARCH | AT COST | $3,000,000 | $2,819,172 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $55 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PARTNERSHIP EXPENSES | $0 | $70,733 | $0 | $0 |
| OTHER EXPENSES | $10,463 | $2,093 | $0 | $8,370 |
| GRANTS MGMT SYSTEM SUPPORT | $4,582 | $0 | $0 | $4,582 |
| MEMBERSHIP FEES | $3,780 | $0 | $0 | $3,780 |
| INFORMATION TECHNOLOGY | $2,865 | $573 | $0 | $2,292 |
| PAYROLL SERVICE FEES | $1,383 | $277 | $0 | $1,106 |
| OFFICE SUPPLIES | $709 | $142 | $0 | $567 |
| INSURANCE | $488 | $98 | $0 | $390 |
| BOOKS, SUBSCRIPTIONS, REF. | $339 | $0 | $0 | $339 |
| ADMINISTRATIVE EXPENSES | $863 | $0 | $0 | $863 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INCOME | $70,922 | $65,736 | $0 |
| TAX REFUND | $50,314 | $0 | $0 |
| OTHER | $0 | $333 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST | Desc |
| Amt | $170 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER LIABILITIES | Desc |
| BOY Book Value | $37 | BOYBookValueAmt |
| EOY Book Value | $37 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONTRACTED SERVICES | $50,328 | $924 | $0 | $49,404 |
| INVESTMENT FEES | $166,732 | $166,732 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAX | $36,000 | $0 | $0 | $0 |
| FOREIGN TAXES | $0 | $26,704 | $0 | $0 |
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