2023-05-10T08:41:31-05:00 2021-06-30 410746749 CLIFTONLARSONALLEN LLP 227 WEST TRADE STREET SUITE 800 CHARLOTTE NC 28202 990 2020-07-01 560693436 ARTS & SCIENCE COUNCIL CHARLOTTE/MECKLENBURG INC ARTS 7043332272 PO BOX 30246 CHARLOTTE NC 28230 KRISTA TERRELL PRESIDENT 7043332272 2023-05-08 1 KRISTA TERRELL 999009999 JOHN NORMAN P01506766 7049985200 2023-05-07 2 AAL1 IAL1 2020 2023-04-26 12:10:37Z X KRISTA TERRELL PO BOX 30246 CHARLOTTE NC 28230 11958517 0 X WWW.ARTSANDSCIENCE.ORG X 1958 NC THE ARTS & SCIENCE COUNCIL INVESTS IN PEOPLE, PROGRAMS AND IDEAS THAT MOVE US TOWARD A MORE EQUITABLE, SUSTAINABLE AND INNOVATIVE CREATIVE ECOSYSTEM. 23 23 50 24 0 0 11826758 11958517 0 0 -95910 -3701 0 0 11730848 11954816 11002988 11074534 0 0 3308994 2105765 0 0 680942 2196522 1375414 16508504 14555713 -4777656 -2600897 39946305 42461705 12202126 9883461 27744179 32578244 X SEE SCHEDULE OTHE ARTS & SCIENCE COUNCIL (ASC) IS THE COMMUNITY'S CHIEF ADVOCATE FOR ARTS, SCIENCE, HISTORY AND HERITAGE, A GATHERER AND STEWARD OF PUBLIC AND PRIVATE COMMUNITY RESOURCES, AN INVESTOR OF THOSE RESOURCES IN THE CULTURAL SECTOR AND COMMUNITY, THE STRATEGIC PLANNER FOR THE COMMUNITY'S CULTURAL SECTOR, AND THE PUBLIC ART AGENT FOR THE CITY OF CHARLOTTE AND MECKLENBURG COUNTY. THE MISSION OF THE ORGANIZATION IS INVESTING IN PEOPLE, PROGRAMS AND IDEAS THAT MOVE US TOWARD A MORE EQUITABLE, SUSTAINABLE AND INNOVATIVE CREATE ECOSYTEM. THE VISION IS AN EQUITABLE, CONNECTED COMMUNITY WHERE CREATIVITY IS CENTRAL, CELEBRATED AND SUPPORTED. 0 0 7663840 7628098 THE ARTS & SCIENCE COUNCIL MAKES A VARIETY OF GRANTS AND FUNDS AN ARRAY OF SERVICES THAT CONTRIBUTE TO THE VITALITY AND SUSTAINABILITY OF THE REGIONAL CULTURAL SECTOR. THESE GRANTS AND SERVICES DIRECTLY ALIGN WITH ASC'S MISSION OF INVESTING IN PEOPLE, PROGRAMS AND IDEAS THAT MOVE US TOWARD A MORE EQUITABLE, SUSTAINABLE, AND INNOVATIVE CREATIVE ECOSYSTEM. ASC'S CULTURE BLOCKS PROGRAM CONNECTS COMMUNITIES WITH RESPONSIVE ARTS AND CULTURE EXPERIENCES CLOSE TO WHERE RESIDENTS LIVE. THE PROGRAM ENGAGES WITH CREATIVE INDIVIDUALS AND ORGANIZATIONS TO PRESENT PROGRAMS IN 10 GEOGRAPHIC AREAS IN MECKLENBURG COUNTY. (CONTINUED ON SCHEDULE O)THIS SERVICE DIRECTLY ALIGNS WITH HOW RESIDENTS WANT THE CULTURAL SECTOR TO SERVE THEM BY BUILDING COMMUNITY AND INCREASING CULTURAL PROGRAM RELEVANCE. 4117789 3446436 ASC'S ARTIST SUPPORT GRANTS FUND PROFESSIONAL AND ARTISTIC DEVELOPMENT FOR EMERGING AND ESTABLISHED ARTISTS TO ENHANCE THEIR SKILLS AND ABILITIES TO CREATE NEW WORK OR IMPROVE THEIR BUSINESS OPERATIONS AND CAPACITY TO BRING THEIR WORK TO NEW AUDIENCES. 1381977 THE ARTS & SCIENCE COUNCIL PROVIDES MANAGEMENT SERVICES FOR THE CITY OF CHARLOTTE, MECKLENBURG COUNTY, AND OTHER PRIVATE PARTNERS TO ENSURE EXCELLENCE AND RELEVANCE OF PUBLIC ART PROGRAMMING AND INSTALLATION. 13163606 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 274 0 50 1 0 0 0 0 0 0 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NC X X X KRISTA TERRELL 7043332272 222 S CHURCH ST STE 300 CHARLOTTE NC 28202 MATTHEW GARDNER MEMBER 1.00 X 0 0 0 DURRAL R GILBERT MEMBER 1.00 X 0 0 0 LISA WILLIAMS MEMBER 1.00 X 0 0 0 DENIS BILODEAU MEMBER 1.00 X 0 0 0 ADRIAN COX MEMBER 1.00 X 0 0 0 KATRINA PRIDE SECRETARY 3.00 X X 0 0 0 GEORGE DUNLAP MEMBER 1.00 X 0 0 0 JEANNE E JOHNSON BOARD CHAIR-ELECT 3.00 X X 0 0 0 WESLEY MANCINI MEMBER 1.00 X 0 0 0 MATTIE MARSHALL MEMBER 1.00 X 0 0 0 RENEE GARNER MEMBER 1.00 X X 0 0 0 TIMOTHY MILLER MEMBER 1.00 X 0 0 0 NALAN KARAKAYA MULDER MEMBER 1.00 X 0 0 0 SUSAN L PATTERSON BOARD CHAIR 3.00 X X 0 0 0 RICHARD SCHELL MEMBER 1.00 X 0 0 0 DEBORAH STEWART MEMBER 1.00 X 0 0 0 JAZ TUNNELL MEMBER 1.00 X 0 0 0 BANU VALLADARES MEMBER 1.00 X 0 0 0 MIKE VASUANE MEMBER 1.00 X 0 0 0 GAURAV A GUPTE MEMBER 1.00 X 0 0 0 KATHERINE DELESALLE KRAUSE MEMBER 1.00 X 0 0 0 VALENCIA MCDOWELL IMMEDIATE PAST CHAIR 3.00 X X 0 0 0 BRETT DENTON TREASURER 3.00 X X 0 0 0 RONALD JEEP BRYANT PRESIDENT (THRU 1/21) 40.00 X 169749 0 25978 KRISTA TERRELL PRESIDENT (CURRENT) 40.00 X 157026 0 11471 NINA SCHULTZ CFO (THRU 3/21) 40.00 X 104113 0 8986 KATHERINE MOORING SVP, COMMUNITY INVESTMENT 40.00 X 117694 0 14349 548582 0 60784 4 0 1 0 0 9999311 1959206 11958517 3701 -3701 -3701 -3701 11954816 0 0 -3701 7628898 7628898 3445636 3445636 548582 444469 104113 1131596 579841 249596 302159 64172 34750 14527 14895 206515 111829 46752 47934 154900 83880 35066 35954 131842 65001 48885 17956 29993 2231 16414 11348 72357 60126 876 11355 12410 8271 2233 1906 232249 159648 35496 37105 374348 241818 71497 61033 9593 3235 4551 1807 145563 88719 30666 26178 222367 135531 46846 39990 PROCESSING FEES 93308 18852 3154 71302 INDIRECT AND OTHER GRAN 40364 39871 493 DISCRETIONARY 11020 11000 20 14555713 13163606 711165 680942 300 208 2990946 4163160 6484581 3177640 3250000 0 88626 3960 3184255 1799360 1607262 1384895 25524590 33731842 39946305 42461705 2374737 1387111 2889531 2894618 610310 610310 6327548 4991422 12202126 9883461 X -3157481 -2703355 30901660 35281599 27744179 32578244 39946305 42461705 X -2600897 7434962 X 0 1 X 1 0 X 11537392 15843756 13800154 11826758 11958517 64966577 11537392 15843756 13800154 11826758 11958517 64966577 160582 64805995 112 99 4092 4303 64970880 0.99750 0.98920 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 24774590 250000 7434962 1656646 71064 30731842 30630570 691797 3224818 3250000 72959 24774590 32466657 -385731 1450356 30630570 32023789 3066543 2623675 32466657 31432008 30000 2134306 1572525 32023789 1.00000 0 0 3184255 1799360 1384895 1384895 FFTC BENEFICIAL INTEREST INVESTMENTS 30731842 F BENEFICIAL INTEREST NOTES RECEIVABLE 3000000 F 33731842 DUE TO AFFILIATES 1991422 DUE TO ENDOWMENT 3000000 4991422 13686227 1727710 1727710 11958517 -3701 -3701 11954816 14555713 0 14555713 0 14555713 PART V, LINE 4: ASC'S ENDOWMENT CONSISTS OF 19 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. PART XI, LINE 2D - OTHER ADJUSTMENTS: ALLOCATION OF ALLOWABLE ENDOWMENT BEFORE SPENDING 1,727,710. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT LOSS -3,701. 0 A SIGN OF THE TIMES OF THE CAROLINAS 6230 EAGLE PEAK DRIVE CHARLOTTE NC 28214 204766220 501(C)3 30756 OPERATING SUPPORT GRANT, CULTURE BLOCKS PROGRAM INVESTMENT, TECHNICAL ASSISTANCE GRANT ACTOR'S THEATRE OF CHARLOTTE 1900 SELWYN AVENUE1252 CHARLOTTE NC 28275 581888236 501(C)3 68750 OPERATING SUPPORT GRANT, CARES FUNDING: ORGANIZATIONS ALLTURNATIVES INC (WYMS MICHELLE) CEO 5621 PACES GLEN AVE SUITE 318 CHARLOTTE NC 28212 453909006 501(C)3 7200 CULTURAL VISION GRANT ARTS PO BOX 32757 CHARLOTTE NC 28232 591356847 501(C)3 156800 CULTURE BLOCKS PROGRAM INVESTMENT, OPERATING SUPPORT GRANT BARRE BELLE PO BOX 39514 CHARLOTTE NC 28278 833468094 501(C)3 6000 CULTURAL VISION GRANT BECHTLER MUSEUM OF MODERN ART 420 S TRYON ST CHARLOTTE NC 28202 562225722 501(C)3 317059 OPERATING SUPPORT GRANT BENNU GARDENS 2916 PARKWAY AVENUE CHARLOTTE NC 28202 831805071 501(C)3 5500 CULTURAL VISION GRANT BLUMENTHAL PERFORMING ARTS 130 N TRYON ST CHARLOTTE NC 28202 581791724 501(C)3 200000 OPERATING SUPPORT GRANT BNS PRODUCTIONS 9611 BROOKDALE DR 100-161 CHARLOTTE NC 28215 810705805 501(C)3 10381 OPERATING SUPPORT GRANT CAIN CENTER FOR THE ARTS POST OFFICE BOX 1443 CORNELIUS NC 28031 814628087 501(C)3 6000 CULTURAL VISION GRANT CAROLINA RAPTOR CENTER PO BOX 16443 CHARLOTTE NC 28297 561349170 501(C)3 87642 OPERATING SUPPORT GRANT CAROLINA VOICES 1900 QUEENS RD CHARLOTTE NC 28207 560810412 501(C)3 57510 OPERATING SUPPORT GRANT, CARES FUNDING: ORGANIZATIONS, TECHNICAL ASSISTANCE GRANT CAROLINAS AVIATION MUSEUM 1026 JAY STREET CHARLOTTE NC 28208 561769105 501(C)3 99573 OPERATING SUPPORT GRANT, CARES FUNDING: ORGANIZATIONS CAROLINE CALOUCHE & CO 9315-E MONROE ROAD CHARLOTTE NC 28270 203607784 501(C)3 20000 CARES FUNDING: ORGANIZATIONS CENTER FOR PREVENTION SERVICES 1117 E MOREHEAD STSUITE 200 CHARLOTTE NC 28205 560999338 501(C)3 6000 CULTURAL VISION GRANT CHARLOTTE ART LEAGUE 4100 RALEIGH ST CHARLOTTE NC 28213 237414250 501(C)3 15953 OPERATING SUPPORT GRANT CHARLOTTE BALLET 701 NTRYON STREET CHARLOTTE NC 28202 581314711 501(C)3 438593 CULTURE BLOCKS PROGRAM INVESTMENT, OPERATING SUPPORT GRANT CHARLOTTE CENTER FOR LITERARY ARTS INC 1817 CENTRAL AVENUE ROOM 302 CHARLOTTE NC 28205 474988291 501(C)3 32562 OPERATING SUPPORT GRANT, CARES FUNDING: ORGANIZATIONS CHARLOTTE FOLK SOCIETY PO BOX 36864 CHARLOTTE NC 282366864 561328389 501(C)3 6635 OPERATING SUPPORT GRANT CHARLOTTE IS CREATIVE 1005-A WESTBROOK DR CHARLOTTE NC 28205 475329696 501(C)3 7245 TECHNICAL ASSISTANCE GRANT CHARLOTTE JOURNALISM COLLABORATIVE 310 NORTH TRYON ST CHARLOTTE NC 28202 566018623 501(C)3 9000 CULTURAL VISION GRANT CHARLOTTE MASTER CHORALE PO BOX 511 MATTHEWS NC 28106 831668935 501(C)3 22000 CARES FUNDING: ORGANIZATIONS CHARLOTTE MUSEUM OF HISTORY 3500 SHAMROCK DRIVE CHARLOTTE NC 28215 217125613 501(C)3 38965 CULTURAL VISION GRANT, CARES FUNDING: ORGANIZATIONS, TECHNICAL ASSISTANCE GRANT CHARLOTTE SYMPHONY ORCHESTRA 128 S TRYON ST STE 350 CHARLOTTE NC 28202 566011568 501(C)3 445718 CULTURE BLOCKS PROGRAM INVESTMENT, OPERATING SUPPORT GRANT, AT&T EDUCATION ENDOWMENT GRANT CHARLOTTE YOUTH BALLET INC PO BOX 472937 CHARLOTTE NC 28247 561539628 501(C)3 13000 CARES FUNDING: ORGANIZATIONS CHILDREN'S THEATRE OF CHARLOTTE 300 E 7TH ST CHARLOTTE NC 28202 561028031 501(C)3 281893 CULTURE BLOCKS PROGRAM INVESTMENT, OPERATING SUPPORT GRANT CINEODYSSEY FILM FESTIVAL 4022 CANTERBROOK DR CHARLOTTE NC 28269 464906906 501(C)3 11007 CULTURAL VISION GRANT, CULTURE BLOCKS PROGRAM INVESTMENT CLAYWORKS 4506 MONROE ROAD CHARLOTTE NC 28205 900198258 501(C)3 92035 OPERATING SUPPORT GRANT, CARES FUNDING: ORGANIZATIONS, TECHNICAL ASSISTANCE GRANT, CULTURE BLOCKS PROGRAM INVESTMENT CREATING EXPOSURE THROUGH THE ARTS 4604 EMORY LANE CHARLOTTE NC 28211 461921527 501(C)3 15400 CULTURE BLOCKS PROGRAM INVESTMENT DAVIDSON COMMUNITY PLAYERS 209 DELBURG STREET STE 132PO BOX 76 76 DAVIDSON NC 28036 581542159 501(C)3 70248 OPERATING SUPPORT GRANT, CARES FUNDING: ORGANIZATIONS DEAR SOUL MUSIC CO 2901 N DAVIDSON STREETUNIT 134 CHARLOTTE NC 28205 814740768 501(C)3 14600 CULTURE BLOCKS PROGRAM INVESTMENT DIGI-BRIDGE 1026 JAY STREET CHARLOTTE NC 28215 464859045 501(C)3 39000 CULTURAL VISION GRANT, CULTURE BLOCKS PROGRAM INVESTMENT, CARES FUNDING: ORGANIZATIONS DISCOVERY PLACE INC 301 NORTH TRYON STREET CHARLOTTE NC 28202 560529944 501(C)3 466718 OPERATING SUPPORT GRANT, THRIVE FUND, TECHNICAL ASSISTANCE GRANT FESTIVAL IN THE PARK 1409 EAST BLVD CHARLOTTE NC 28203 566087310 501(C)3 22000 CARES FUNDING: ORGANIZATIONS GAY MENS CHORUS OF CHARLOTTE PO BOX 560661 CHARLOTTE NC 28204 205361365 501(C)3 12192 OPERATING SUPPORT GRANT GIRLS ROCK CHARLOTTE 423 EAST 22ND STREET CHARLOTTE NC 28206 473489351 501(C)3 6000 CARES FUNDING: ORGANIZATIONS GOODYEAR ARTS 301 CAMP RD 200 CHARLOTTE NC 28206 821291043 501(C)3 39606 OPERATING SUPPORT GRANT, CARES FUNDING: ORGANIZATIONS GUERILLA POETS LTD 4100A RALEIGH ST CHARLOTTE NC 28206 812940795 501(C)3 7135 CULTURE BLOCKS PROGRAM INVESTMENT HARVESTING HUMANITY LLC 1315 DAVID COX LANE481748 CHARLOTTE NC 28269 832887862 501(C)3 10000 CULTURE BLOCKS PROGRAM INVESTMENT HARVEY B GANTT CENTER FOR AFRICAN-AMERICAN ARTS CULTURE 551 S TRYON STREET CHARLOTTE NC 28202 561152286 501(C)3 201814 OPERATING SUPPORT GRANT INREACH 4530 PARK RD SUITE 300 CHARLOTTE NC 28209 521084075 501(C)3 9000 CULTURAL VISION GRANT INSPIRE THE FIRE INC 3811 YORKFORD DRIVE CHARLOTTE NC 28269 562403601 501(C)3 7500 CULTURAL VISION GRANT JAZZARTS CHARLOTTE 801 E MOREHEAD ST STE 105 3404 CHARLOTTE NC 28202 271728470 501(C)3 78893 OPERATING SUPPORT GRANT, CARES FUNDING: ORGANIZATIONS JOEDANCE FILM FESTIVAL 301 W 10TH STREET407 CHARLOTTE NC 28202 461283481 501(C)3 8000 CARES FUNDING: ORGANIZATIONS LEVINE MUSEUM OF THE NEW SOUTH 200 E 7TH ST CHARLOTTE NC 28202 561748648 501(C)3 209633 OPERATING SUPPORT GRANT LORIEN ACADEMY OF THE ARTS 2461 ARTY AVE CHARLOTTE NC 28208 822409144 501(C)3 29200 CULTURAL VISION GRANT, CARES FUNDING: ORGANIZATIONS MARTHA CONNERTONKINETIC WORKS INC 1609 NASSAU BLVD CHARLOTTE NC 28205 562266383 501(C)3 31229 OPERATING SUPPORT GRANT, CARES FUNDING: ORGANIZATIONS, CULTURE BLOCKS PROGRAM INVESTMENT MATTHEWS PLAYHOUSE OF THE PERFORMING ARTS 100 MCDOWELL STREET CHARLOTTE NC 28105 561937368 501(C)3 92352 OPERATING SUPPORT GRANT, CARES FUNDING: ORGANIZATIONS, CULTURE BLOCKS PROGRAM INVESTMENT MCCOLL CENTER FOR ART INNOVATION 721 N TRYON ST CHARLOTTE NC 28202 510195015 501(C)3 161880 OPERATING SUPPORT GRANT, TECHNICAL ASSISTANCE GRANT MINT HILL ARTS 11205 LAWYERS RD SUITE A MINT HILL NC 28227 043846871 501(C)3 8839 OPERATING SUPPORT GRANT MINT MUSEUM OF ART INC 2730 RANDOLPH ROAD CHARLOTTE NC 28207 560670666 501(C)3 509494 OPERATING SUPPORT GRANT MOVING SPIRITS INC 1647 CLOONEY LANE CHARLOTTE NC 28262 453503467 501(C)3 8750 CULTURE BLOCKS PROGRAM INVESTMENT MUSIC AT ST ALBAN'S PO BOX 731 DAVIDSON NC 28036 464695666 501(C)3 8500 CULTURAL VISION GRANT MUSIC MAKER RELIEF FOUNDATION 224 WEST CORBIN STREET HILLSBOROUGH NC 27278 133782018 501(C)3 9600 CULTURE BLOCKS PROGRAM INVESTMENT NORTH MECKLENBURG COMMUNITY CHORUS INC PO BOX 1234 HUNTERSVILLE NC 28078 271469178 501(C)3 5000 CULTURAL VISION GRANT OBEY FOUNDATION INC 8410 ROCKMOOR RIDGE RD CHARLOTTE NC 28215 133985609 501(C)3 23150 CULTURE BLOCKS PROGRAM INVESTMENT ONE VOICE INC PO BOX 9241 CHARLOTTE NC 28299 581979889 501(C)3 37948 OPERATING SUPPORT GRANT, CARES FUNDING: ORGANIZATIONS OPERA CAROLINA 1600 ELIZABETH AVENUE CHARLOTTE NC 28204 566019660 501(C)3 196191 OPERATING SUPPORT GRANT, AT&T EDUCATION ENDOWMENT GRANT ORDER MY STEPS (OMS) 9229 LAWYERS ROAD SUITE I MINT HILL NC 28227 900582305 501(C)3 8360 CULTURE BLOCKS PROGRAM INVESTMENT PIEDMONT MUSIC THERAPY LLC 224 WESTINGHOUSE BOULEVARD SUITE 608 CHARLOTTE NC 28273 462215322 501(C)3 7100 CULTURE BLOCKS PROGRAM INVESTMENT PLAYING FOR OTHERS (PFO) 2205 E 5TH ST CHARLOTTE NC 28204 201426441 501(C)3 7600 CULTURAL VISION GRANT PROJECT SCIENTIST 4117 PARK ROAD UNIT 11291 CHARLOTTE NC 28209 461763945 501(C)3 9000 CULTURAL VISION GRANT PROMISE RESOURCE NETWORK 1041 HAWTHORNE LANE CHARLOTTE NC 28205 272648129 501(C)3 6000 CULTURAL VISION GRANT PURPLE CHARLOTTE STEPPERS 5418 FREESTONE DR CHARLOTTE NC 28216 813130327 501(C)3 10000 CULTURE BLOCKS PROGRAM INVESTMENT QUEEN CITY ROBOTICS ALLIANCE PO BOX 31483 CHARLOTTE NC 28231 461843966 501(C)3 16600 CULTURE BLOCKS PROGRAM INVESTMENT QUE-OS PO BOX 11256 CHARLOTTE NC 28220 460643659 501(C)3 52949 OPERATING SUPPORT GRANT, CULTURE BLOCKS PROGRAM INVESTMENT, CARES FUNDING: ORGANIZATIONS SOUTHEND ARTS 2143 PARK ROAD CHARLOTTE NC 28203 832061483 501(C)3 17500 CULTURAL VISION GRANT, CARES FUNDING: ORGANIZATIONS THE ARTS EMPOWERMENT PROJECT 11402 JAMES JACK LANE CHARLOTTE NC 28202 454837497 501(C)3 22000 CARES FUNDING: ORGANIZATIONS THE CAROLINAS LATIN DANCE COMPANY PO BOX 43770 CHARLOTTE NC 28215 562276606 501(C)3 14191 OPERATING SUPPORT GRANT, CARES FUNDING: ORGANIZATIONS THE CHOIR SCHOOL AT ST PETER'S 115 WEST SEVENTH STREET CHARLOTTE NC 28202 562271723 501(C)3 22000 CARES FUNDING: ORGANIZATIONS THE LIGHT FACTORY 700 N TRYON CHARLOTTE NC 28202 510185359 501(C)3 46718 OPERATING SUPPORT GRANT, CARES FUNDING: ORGANIZATIONS THEATRE CHARLOTTE 501 QUEENS RD CHARLOTTE NC 28207 560591306 501(C)3 88806 OPERATING SUPPORT GRANT, CARES FUNDING: ORGANIZATIONS, TECHNICAL ASSISTANCE GRANT THREE BONE THEATRE 842 LINDA LN CHARLOTTE NC 28211 464220126 501(C)3 30732 OPERATING SUPPORT GRANT, CARES FUNDING: ORGANIZATIONS, CULTURE BLOCKS PROGRAM INVESTMENT TOSCO MUSIC 4953 ALBEMARLE RD CHARLOTTE NC 28205 562135861 501(C)3 96272 OPERATING SUPPORT GRANT, CARES FUNDING: ORGANIZATIONS, CULTURE BLOCKS PROGRAM INVESTMENT UNIVERSITY OF NORTH CAROLINA SCHOOL OF THE ARTS FOUNDATION INC 1533 SOUTH MAIN STREET WINSTONSALEM NC 27127 566064850 501(C)3 14500 NC SCHOOL OF THE ARTS - WACHOVIA VISART INC 3104 EASTWAY DRIVE CHARLOTTE NC 28205 831863226 501(C)3 22000 CARES FUNDING: ORGANIZATIONS WDAV CLASSICAL PUBLIC RADIO (DAVIDSON COLLEGE) BOX 8990 DAVIDSON NC 28035 560529961 501(C)3 5100 CULTURAL VISION GRANT WING HAVEN 260 RIDGEWOOD AVENUE CHARLOTTE NC 28207 561014180 501(C)3 108063 OPERATING SUPPORT GRANT, CARES FUNDING: ORGANIZATIONS ZABS PLACE 6619 SARDIS ROAD CHARLOTTE NC 28270 581482114 501(C)3 5500 CULTURAL VISION GRANT 79 ARTIST SUPPORT GRANTS 42 75005 CREATIVE RENEWAL FELLOWSHIP GRANT 8 80000 EMERGING CREATIVE FELLOWSHIP 6 30000 CULTURAL VISION GRANT 19 106100 CULTURE BLOCKS PROGRAM INVESTMENT 25 143907 CARES FUNDING, INVIDUAL ARTIST 123 623205 PART I, LINE 2: OPERATING SUPPORT GRANT RECIPIENTS ARE REQUIRED TO SUBMIT THE FOLLOWING DOCUMENTATION TO MONITOR THE USE OF GRANT FUNDS: SIGNED GRANT AGREEMENT - REQUIRED BEFORE FIRST PAYMENT; METRICS GRID (CREATED BY EACH ORGANIZATION LISTING THEIR TOP 3 METRICS OF SUCCESS FOR THE FISCAL YEAR) IS SUBMITTED IN JULY, UPDATED IN JANUARY, WITH A FINAL REPORT SUBMITTED IN JULY; QUARTERLY BUDGET TO ACTUAL FINANCIALS; AUDIT OR COMPILATION OF PREVIOUS YEAR; COPIES OF BROCHURES AND MAILINGS; QUARTERLY ATTENDANCE FIGURES AND BOARD OF DIRECTORS LIST. ASC STAFF ALSO MONITORS GRANT RECIPIENTS BY CONDUCTING SITE VISITS AND CONDUCTING FACE-TO-FACE MEETINGS DURING THE AWARD YEAR. PROJECT GRANT RECIPIENTS ARE REQUIRED TO SUBMIT THE FOLLOWING DOCUMENTATION TO MONITOR THE USE OF GRANT FUNDS: INITIAL PAPERWORK - SIGNED GRANT AGREEMENT; REVISED NARRATIVE AND BUDGET (IF THE GRANTEE RECEIVED LESS THAN THE AMOUNT REQUESTED). FINAL PAPERWORK - FINAL REPORT OUTLINING ASSESSMENT AND EVALUATION; FINAL BUDGET AND PROJECT DOCUMENTATION. ADDITIONALLY, PROJECT GRANT RECIPIENTS WHO RECEIVE STATE SUB-GRANTS ARE REQUIRED TO SUBMIT ADDITIONAL PAPERWORK, INCLUDING A NOTARIZED CONFLICT OF INTEREST POLICY, A NOTARIZED NO OVERDUE TAX DEBT FORM, A STATE GRANT CERTIFICATION AND A SWORN STATEMENT AND STATE GRANT COMPLIANCE REPORT. ASC STAFF ALSO PERIODICALLY MONITORS GRANT RECIPIENTS BY CONDUCTING SITE VISITS TO FUNDED PROJECTS. X X X X 0 0 0 0 0 0 0 0 0 RONALD JEEP BRYANT PRESIDENT (THRU 1/21) 169491 0 0 0 258 0 16992 0 8986 0 195727 0 0 0 KRISTA TERRELL PRESIDENT (CURRENT) 156936 0 0 0 90 0 0 0 11471 0 168497 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE ADMINISTRATION AND OPERATIONS COMMITTEE, ASC PRESIDENT AND CFO EACH REVIEW A DRAFT OF THE 990 IN DETAIL. UPON THEIR ACCEPTANCE OF THE DOCUMENT, THE FORM 990 IS SHARED WITH THE FULL BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD MEMBERS AND STAFF ARE PROVIDED A COPY OF THE CONFLICT OF INTEREST POLICY EACH JULY AND ASKED TO REVIEW AND SIGN THE FORM INDICATING THEY HAVE READ THE POLICY AND MADE ANY APPROPRIATE DISCLOSURES. SHOULD A CONFLICT EXIST ON A MATTER COMING TO A VOTE, THE MEMBER WITH THE CONFLICT WOULD EXCUSE HIMSELF/HERSELF FROM THE VOTE. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT'S COMPENSATION IS ESTABLISHED ANNUALLY BY THE OFFICERS OF THE BOARD OF DIRECTORS. COMPENSATION ADJUSTMENTS ARE MADE BASED ON INDIVIDUAL PERFORMANCE (AS DETERMINED THROUGH A 360 DEGREE REVIEW), MARKET CONDITIONS, AND COMPARABLE NONPROFIT PEER COMPENSATION. DISCUSSIONS ARE DOCUMENTED IN THE MEETING MINUTES. THE OFFICERS OF THE BOARD OF DIRECTORS ALSO ESTABLISH THE PRESIDENT'S ANNUAL PERFORMANCE BONUS BASED ON ORGANIZATIONAL AND PERSONAL PERFORMANCE WITHIN THE GUIDELINES OF THE BONUS PROGRAM APPROVED BY THE BOARD OF DIRECTORS. THE PRESIDENT IS RESPONSIBLE FOR ESTABLISHING THE SALARIES OF HIS DIRECT REPORTS, INCLUDING KEY EMPLOYEES. COMPENSATION ADJUSTMENTS FOR KEY EMPLOYEES ARE SHARED WITH THE OFFICERS OF THE BOARD OF DIRECTORS TO ENSURE REASONABLENESS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST 7,434,962. AMENDED RETURN EXPLANATION THIS RETURN IS BEING AMENDED TO REFLECT UPLDATED FINANCIAL INFORMATION RESULTING FROM THE COMPLETION OF AUDITED FINANCIAL STATEMENTS ISSUED AFTER THE ORIGINAL FORM 990 WAS FILED. SECTIONS OF THE FORM 990 IMPACTED INCLUDE PART I, III, VIII, IX, X, AND XII, AS WELL AS SCHEDULE A, PART II AND SCHEDULE D, PART V. GREATER CHARLOTTE CULTURAL TRUST 217 S TRYON ST CHARLOTTE NC 28202 820576292 ENDOWMENT INVESTMENT & ADMINISTRATION NC 501(C)(3) LINE 12A, I 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0