BELK FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BELK FOUNDATION (EIN 27-0237197)
- Tax period
- 2020-06-01 to 2021-05-31
- Filed
- 2022-04-13
- IRS object ID
- 202231039349100008
- Schema version
- 2020v4.2
- 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
- Schedule B
- 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 | 2022-04-13T07:32:16-05:00 | ReturnTs |
| Tax Period End | 2021-05-31 | 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 | 2020-06-01 | 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 | JOHANNA ANDERSON | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 7044612792 | PhoneNum |
| Signature | 2022-04-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHANNA | PersonFirstNm |
| Person Last | ANDERSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELE N MELCHIOR | PreparerPersonNm |
| PTIN | P00488037 | PTIN |
| Phone | 7046323500 | PhoneNum |
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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $57,820,133 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $25,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $140 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $140 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $345,402 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $639,705 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,555,050 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,935,171 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,935,171 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $21,539 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$65,309 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,947,131 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,509,707 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $145,833 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $29,167 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $116,667 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $73,423 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $7,342 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $66,080 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $2,555 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $256 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $2,300 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,396 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,396 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $34,386 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $28,023 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $6,363 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $165,313 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $151,419 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $13,894 | OtherProfFeesDsbrsChrtblAmt |
| Interest Net Invst Incm | $1,337 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $8,251 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $22,072 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $6,601 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $48,570 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $9,714 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $38,856 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $817 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $817 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $17,163 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $56,559 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15,123 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $498,707 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $308,285 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $266,701 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,097,157 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,097,157 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,595,864 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $308,285 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,363,858 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$648,733 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,201,422 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $73,058 | CashBOYAmt |
| Cash EOY | $175,779 | CashEOYAmt |
| Cash EOYFMV | $175,779 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $304,461 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $222,332 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $222,332 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $47,797,265 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $47,127,987 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $57,422,022 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $48,174,784 | TotalAssetsBOYAmt |
| Total Assets EOY | $47,526,098 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $57,820,133 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $37 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | 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 | $48,174,784 | RetainedEarningBOYAmt |
| Retained Earning EOY | $47,526,061 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $48,174,784 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $47,526,061 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $48,174,784 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $47,526,098 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $48,174,784 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$648,733 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10 | OtherIncreasesAmt |
| Subtotal | $47,526,061 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $47,526,061 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| DISPOSAL OF ALTERNATIVE INVESTMENTS | P | $223,552 | $223,552 | $223,552 |
| TOTAL FROM PASS THROUGH INVESTMENTS | P | $381,165 | $381,165 | $381,165 |
| CAPITAL GAIN DISTRIBUTIONS | P | $1,330,454 | $1,330,454 | $1,330,454 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,935,171 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,935,171 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $30,600 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $30,600 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $30,600 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $39,157 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $25,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $64,157 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $33,557 | OverpaymentAmt |
| Applied To ES Tax | $33,557 | 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 | Yes (1) | 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 | JOHANNA EDENS ANDERSON | 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 | $141,586 | $4,248 | $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 |
| REBECCA MORRIS | ||||||||
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| 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 BUCCHOLZ | 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 | $144,173 | 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 |
| Expenses2 | $0 | Expenses2Amt |
| 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 | $22,241,116 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $586,964 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $32,678,554 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $55,506,634 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $55,506,634 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $832,600 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $54,674,034 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,733,702 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,733,702 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $30,600 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $947 | IncomeTaxAmt |
| Total Tax | $31,547 | TotalTaxAmt |
| Distributable Before Adj | $2,702,155 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,702,155 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,702,155 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,363,858 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,363,858 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,363,858 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,702,155 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,345,499 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,363,858 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,345,499 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $18,359 | 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 | $2,683,796 | 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 (38 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 PROJECT FOR LITERACY | ||||||||
| 115 W 7TH STREET | CHARLOTTE | NC | 28202 | NONE | PC | GENERAL OPERATING SUPPORT FOR ALPS CORE LITERACY INTERVENTION PROGRAM DELIVERED VIRTUALLY IN SCHOOL YEAR 2020-21 BY HIGHLY TRAINED VOLUNTEER TUTORS SERVING 200 STUDENTS IN HIGH-POVERTY CMS ELEMENTARY SCHOOLS | $75,000 | |
| BOARD OF CONTROL FOR THE SOUTHERN REGION | ||||||||
| 592 10TH STREET NW | ATLANTA | GA | 303185776 | NONE | PC | PROGRAM AND CONSULTING SUPPORT FOR THE NORTH CAROLINA PATHWAYS TO EXCELLENCE, REVAMPING THE NC TEACHER LICENSURE AND PROFESSIONAL GROWTH SYSTEM | $100,000 | |
| CHARLOTTE SPEECH AND HEARING CENTER | ||||||||
| 741 KENILWORTH AVE STE 100 | CHARLOTTE | NC | 28204 | 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 FOUNDATION | ||||||||
| 4421 STUART ANDREW BLVD STE 100 | CHARLOTTE | NC | 28217 | NONE | PC | PROGRAM SUPPORT FOR THE CMS TEACHING RESIDENCY WITH A GOAL OF LICENSING 120 DIVERSE, NON-TRADITIONAL TEACHERS IN THE 2020-2021 ACADEMIC YEAR | $75,000 | |
| ECHO FOUNDATION | ||||||||
| 1125 E MOREHEAD ST STE 101 | CHARLOTTE | NC | 28207 | NONE | PC | GENERAL OPERATING SUPPORT, IN RECOGNITION OF THE 2021 ECHO AWARD AGAINST INDIFFERENCE | $50,000 | |
| EDUCATIONNC | ||||||||
| PO BOX 1636 | RALEIGH | NC | 27602 | NONE | PC | CAPACITY BUILDING SUPPORT FOR AN ANALYTICS TOOL TO UNDERSTAND AND GROW EDNCS ONLINE AUDIENCE; A NEXT GENERATION ADVISORY BOARD GRANT | $12,500 | |
| EDUCATIONNC | ||||||||
| 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 STREET | CHARLOTTE | NC | 28202 | NONE | PC | GENERAL OPERATING SUPPORT FOR READ CHARLOTTE, A COLLABORATIVE, COMMUNITY-WIDE MOVEMENT DEDICATED TO DOUBLING THE PERCENTAGE OF THIRD-GRADERS READING AT GRADE LEVEL BY 2025 | $150,000 | |
| FOUNDATION FOR EXCELLENCE IN EDUCATION INC | ||||||||
| 215 S MONROE ST SUITE 420 | TALLAHASSEE | FL | 32301 | NONE | PC | PROGRAM SUPPORT TO ASSESS NC EDUCATOR KNOWLEDGE OF THE SCIENCE OF READING AND MAKE RECOMMENDATIONS TO IMPROVE EARLY READING IN THE STATE, INCLUDING KEY SUPPORT FOR EDUCATORS | $80,000 | |
| FOUNDATION FOR THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INC | ||||||||
| 9201 UNIVERSITY CITY BOULEVARD | CHARLOTTE | NC | 28223 | NONE | PC | PROGRAM SUPPORT FOR 260 TEACHER CANDIDATES TO TUTOR 400 K-3RD CMS STUDENTS IN FOUNDATIONAL READING SKILLS WITH THE SOUND PARTNERS INTERVENTION | $99,711 | |
| HEART MATH TUTORING INC | ||||||||
| PO BOX 30623 | CHARLOTTE | NC | 28230 | NONE | PC | GENERAL OPERATING SUPPORT FOR A MATH INTERVENTION PROGRAM THAT REACHES OVER 1,100 STUDENTS AND PROVIDES CURRICULUM AND ON-SITE SUPPORT FOR VOLUNTEER TUTORS IN TITLE I CMS ELEMENTARY SCHOOLS | $60,000 | |
| HELPS EDUCATION FUND INC | ||||||||
| THE FRONTIER 800 PARK OFFICES DR | RESEARCH TRIANGLE PARK | NC | 27709 | NONE | PC | PROGRAM SUPPORT TO DELIVER HELPS TARGETED FLUENCY TUTORING TO OVER 1,600 CMS ELEMENTARY STUDENTS IN TITLE I SCHOOLS DURING THE 2021-2022 ACADEMIC YEAR | $25,000 | SUITE 3504 |
| INTERNATIONAL HOUSE OF METROLINA | ||||||||
| 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 OVER 500 ENGLISH LEARNER STUDENTS IN PARTNERSHIP WITH CAMP CMS | $40,000 | |
| JAMES B HUNT JR INSTITUTE FOR EDUCATIONAL LEADERSHIP & POLICY FOUNDATION | ||||||||
| 4000 CENTREGREEN WAY SUITE 301 | CARY | NC | 27513 | NONE | PC | PROGRAM SUPPORT FOR THE PATH FORWARD, A MULTISTATE CONVENING TO TRANSFORM EARLY LITERACY INSTRUCTION BY EMBEDDING THE SCIENCE OF READING INTO TEACHER PREPARATION AND TO IMPROVE EARLY LITERACY OUTCOMES THROUGH POLICY CHANGES | $95,000 | |
| 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 11 ELEMENTARY SCHOOLS THROUGH ACTIVE READING TRAINING AND FAMILY ENGAGEMENT | $40,000 | 276 |
| NEW AMERICA FOUNDATION | ||||||||
| 740 15TH ST NW STE 900 | WASHINGTON | DC | 20005 | NONE | PC | PROGRAM SUPPORT TO PROVIDE EXPERT GUIDANCE ON MEASURES OF TEACHER EFFECTIVENESS TO NC PROFESSIONAL EDUCATOR PREPARATION & STANDARDS COMMISSION (PEPSC) SUBCOMMITTEES, AS PART OF THE NC DEPARTMENT OF PUBLIC INSTRUCTIONS (DPI) PATHWAYS TO EXCELLENCE FOR TEACHING PROFESSIONALS, A NEW VISION FOR NCS TEACHER LICENSURE AND PROFESSIONAL GROWTH SYSTEM | $58,609 | |
| NORTH CAROLINA BUSINESS LEADERS FOR EDUCATION | ||||||||
| 940 NW CARY PARKWAY | CARY | NC | 27513 | NONE | PC | GENERAL OPERATING SUPPORT 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 BUSINESS LEADERS FOR EDUCATION | ||||||||
| 940 NW CARY PARKWAY | CARY | NC | 27513 | NONE | PC | PROGRAM SUPPORT TO ELEVATE THE ADVANCED TEACHING ROLES INITIATIVE ACROSS NORTH CAROLINA, BY CONVENING, INFORMING AND ADVOCATING FOR MORE EDUCATORS TO HAVE THE OPPORTUNITY TO EXTEND THEIR REACH TO MORE STUDENTS AND/OR LEAD TEAMS OF TEACHERS, ULTIMATELY INCREASING THE NUMBER OF STUDENTS ACROSS THE STATE WHO HAVE ACCESS TO A HIGHLY EFFECTIVE TEACHER | $15,000 | |
| NORTH CAROLINA BUSINESS LEADERS FOR EDUCATION | ||||||||
| 940 NW CARY PARKWAY | CARY | NC | 27513 | NONE | PC | FUNDING FOR THE TEACH NC CAMPAIGN TO CAPTURE, CULTIVATE AND CONVERT TEACHING CANDIDATES THROUGH A DIGITAL RECRUITMENT PLATFORM THAT STREAMLINES AND ENHANCES THE TEACHER CANDIDATE HIRING PROCESS | $150,000 | |
| NORTH CAROLINA STATE UNIVERSITY FOUNDATION INC | ||||||||
| DEVELOPMENT OFFICE CAMPUS BOX 7801 | RALEIGH | NC | 27695 | NONE | PC | PROGRAM SUPPORT FOR THE LEADERSHIP INSTITUTE FOR FUTURE TEACHERS (LIFT) AT THE COLLEGE OF EDUCATION THAT WILL WORK WITH 30 DIVERSE RISING HIGH SCHOOL SENIORS TO ENHANCE THEIR LEADERSHIP | $10,000 | 2310 STINSON DRIVE |
| OUR TURN | ||||||||
| HYGGE REMOUNT 2128 REMOUNT ROAD | CHARLOTTE | NC | 28208 | NONE | PC | PROGRAM SUPPORT FOR THE STUDENT-LED NC EFFECTIVE EDUCATOR CAMPAIGN, WHICH SEEKS TO IMPROVE TEACHER EFFECTIVENESS IN CHARLOTTE-MECKLENBURG SCHOOLS BY INCLUDING STUDENT INPUT IN THE TEACHER EVALUATION PROCESS | $25,000 | |
| PROFOUND GENTLEMEN | ||||||||
| 2701 C 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 | $75,166 | |
| PUBLIC SCHOOL FORUM OF NORTH CAROLINA | ||||||||
| 3725 NATIONAL DR STE 101 | RALEIGH | NC | 276124817 | NONE | PC | BUILDING UPON THE DRIVE TASK FORCE RECOMMENDATIONS, PROGRAM SUPPORT TO CONDUCT A LANDSCAPE ANALYSIS OF GROW YOUR OWN STRATEGIES IN THE STATE, WITH A GOAL OF RECRUITING AND DEVELOPING DIVERSE TEACHERS | $50,000 | |
| QUEENS UNIVERSITY OF CHARLOTTE | ||||||||
| 1900 SELWYN AVENUE | CHARLOTTE | NC | 28274 | NONE | PC | PROGRAM SUPPORT FOR QUEENS SCHOOL 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 | |
| RENAISSANCE WEST COMMUNITY INITIATIVE | ||||||||
| 3610 NOBLES AVE 199 | CHARLOTTE | NC | 28208 | NONE | PC | PROGRAM SUPPORT FOR A LITERACY LAB THAT STRENGTHENS TEACHER COACHING AND TRAINING TO AID 150 STUDENTS IN LITERACY INTERVENTION | $35,000 | |
| RESEARCH TRIANGLE INSTITUTE | ||||||||
| PO BOX 12194 3040 E CORNWALLIS RD | RESEARCH TRIANGLE PARK | NC | 27709 | NONE | PC | PROGRAM SUPPORT FOR THE NORTH CAROLINA LARGE DISTRICT CONSORTIUM, WHICH PROVIDES RESOURCES FOR THE 12 HIGHEST POPULATION DISTRICTS SUPERINTENDENTS AND CHIEF ACADEMIC OFFICERS TO DEEPEN THEIR KNOWLEDGE AND IMPLEMENT EVIDENCE-BASED POLICIES AND STRATEGIES | $30,000 | |
| THE DEVELOPMENT FOUNDATION OF THE NC CTR FOR THE ADVANCEMENT OF TEACHING IN | ||||||||
| 276 NCCAT DR | CULLOWHEE | NC | 28723 | NONE | PC | PROGRAM SUPPORT TO BRING NATIONAL EXPERTISE TO STATE EDUCATION LEADERS AT THE FALL CURRICULUM LEADERS CONFERENCE AND LITERACY LEADERS CONFERENCE | $40,000 | |
| THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | ||||||||
| CB 1350 104 AIRPORT DR STE 2200 | CHAPEL HILL | NC | 27599 | NONE | PC | PROGRAM SUPPORT FOR COMPARATIVE RESEARCH ON THE CMS AND NORTH CAROLINA TEACHER WORKFORCES, INCLUDING PREPARATION, EFFECTIVENESS, AND RETENTION OF EXCELLENT TEACHERS | $37,699 | |
| THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | ||||||||
| 104 AIRPORT DRIVE SUITE 2200 | 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 TEACHER | $93,472 | |
| TEACH FOR AMERICA INC | ||||||||
| 5855 EXECUTIVE CENTER DRIVE SUITE | CHARLOTTE | NC | 28212 | NONE | PC | GENERAL OPERATING SUPPORT TO SUPPORT OVER 110 EARLY TEACHERS AND 670 ALUMNI WORKING IN CMS, THROUGH PROFESSIONAL DEVELOPMENT AND TRAINING, IMPACTING THOUSANDS OF CMS STUDENTS IN UNDER-RESOURCED COMMUNITIES | $100,000 | 200 |
| TRUESCHOOL | ||||||||
| 612 ANDREW HIGGINS BLVD SUITE 3003 | NEW ORLEANS | LA | 70130 | NONE | PC | PROGRAM SUPPORT TO DEVELOP PRINCIPAL PROFESSIONAL LEARNING COMMUNITIES (PLCS) FOR UP TO 40 CHARLOTTE-AREA PRINCIPALS FOCUSED ON DISTRIBUTED LEADERSHIP, STUDENT-CENTERED LEARNING, AND TEACHER AGENCY | $100,000 | |
| UNITED WAY OF CENTRAL CAROLINAS | ||||||||
| 601 E 5TH ST SUITE 350 | CHARLOTTE | NC | 28202 | NONE | PC | PROGRAM SUPPORT FOR COMMUNITY PARTNER COLLABORATION FOCUSED ON SUPPORTING STUDENTS AND FAMILIES THROUGHOUT CHARLOTTE-MECKLENBURG SCHOOLS | $20,000 | |
| URBANPROMISE CHARLOTTE | ||||||||
| 5214 MURRAYHILL RD | CHARLOTTE | NC | 28210 | NONE | PC | PROGRAM SUPPORT FOR A YEAR-ROUND PROGRAM FOR 250 LOW-INCOME STUDENTS THAT PROVIDES OUT-OF-SCHOOL-TIME ACADEMIC AND SPIRITUAL DEVELOPMENT | $65,000 | |
| URBANPROMISE CHARLOTTE | ||||||||
| 5214 MURRAYHILL RD | CHARLOTTE | NC | 28210 | NONE | PC | CAPACITY BUILDING SUPPORT FOR A CUSTOM DATABASE TO TRACK STUDENTS 20-YEAR JOURNEY WITH UPC; A NEXT GENERATION ADVISORY BOARD GRANT | $17,500 | |
| MYFUTURENC INC | ||||||||
| 706 HILLSBOROUGH STREET | RALEIGH | NC | 27603 | NONE | PC | GENERAL OPERATING SUPPORT TO ENSURE TWO MILLION NORTH CAROLINIANS OBTAIN A HIGH-QUALITY CREDENTIAL OR POSTSECONDARY DEGREE BY 2030 | $25,000 | |
| OURBRIDGE INC | ||||||||
| 3925 WILLARD FARROW DRIVE | CHARLOTTE | NC | 28215 | NONE | PC | GENERAL OPERATING SUPPORT FOR AN AFTERSCHOOL PROGRAM WITH A FOCUS ON LITERACY FOR OVER 150 IMMIGRANT AND REFUGEE CHILDREN FROM TITLE 1 CMS SCHOOLS | $35,000 | |
| YMCA OF GREATER CHARLOTTE | ||||||||
| 400 EAST MOREHEAD ST FIFTH FLOOR | CHARLOTTE | NC | 28202 | NONE | PC | PROGRAM SUPPORT FOR THE Y READERS SUMMER PROGRAM, PREVENTING SUMMER LEARNING LOSS FOR OVER 900 STUDENTS AT 12 TITLE 1 CMS SCHOOL SITES | $75,000 | |
| NORTH CAROLINA CENTER FOR NONPROFITS | ||||||||
| PO BOX 98475 | RALEIGH | NC | 27624 | NONE | PC | GENERAL OPERATING SUPPORT AS A FOUNDATION SUSTAINER OF THE NC CENTER FOR NONPROFITS IN THEIR MISSION TO EDUCATE, CONNECT, AND ADVOCATE FOR NORTH CAROLINE NONPROFITS. | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,097,157 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BOARD OF CONTROL FOR THE SOUTHERN REGION | ||||||||
| 592 10TH STREET NW | ATLANTA | GA | 303185776 | NONE | PC | PROGRAM AND CONSULTING SUPPORT FOR THE NORTH CAROLINA PATHWAYS TO EXCELLENCE, REVAMPING THE NC TEACHER LICENSURE AND PROFESSIONAL GROWTH SYSTEM | $81,650 | |
| EDUCATIONNC | ||||||||
| 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 | |
| HEART MATH TUTORING INC | ||||||||
| PO BOX 30623 | CHARLOTTE | NC | 28230 | NONE | PC | GENERAL OPERATING SUPPORT FOR A MATH INTERVENTION PROGRAM THAT REACHES OVER 1,100 STUDENTS AND PROVIDES CURRICULUM AND ON-SITE SUPPORT FOR VOLUNTEER TUTORS IN TITLE I CMS ELEMENTARY SCHOOLS | $60,000 | |
| HELPS EDUCATION FUND INC | ||||||||
| THE FRONTIER 800 PARK OFFICES DR | RESEARCH TRIANGLE PARK | NC | 27709 | NONE | PC | PROGRAM SUPPORT TO DELIVER HELPS TARGETED FLUENCY TUTORING TO OVER 1,600 CMS ELEMENTARY STUDENTS IN TITLE I SCHOOLS DURING THE 2021-2022 ACADEMIC YEAR | $75,000 | SUITE 3504 |
| THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | ||||||||
| 104 AIRPORT DRIVE SUITE 2200 | 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 TEACHER | $96,245 | |
| URBANPROMISE CHARLOTTE | ||||||||
| 5214 MURRAYHILL RD | CHARLOTTE | NC | 28210 | NONE | PC | PROGRAM SUPPORT FOR A YEAR-ROUND PROGRAM FOR 250 LOW-INCOME STUDENTS THAT PROVIDES OUT-OF-SCHOOL-TIME ACADEMIC AND SPIRITUAL DEVELOPMENT | $65,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $407,895 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $4 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $345,538 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $12,379 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,160 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $343 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,554,707 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $12,726 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,909,405 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,922,131 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JOHN R BELK CO MILBURN SERVICES | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2701 COLTSGATE ROAD SUITE 102 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28211 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $25,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $34,386 | Amt |
| Net Investment Income | $28,023 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,363 | 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 (18 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BANYON INCOME FUND, LP | AT COST | $0 | $623 |
| ETF VENTURE FUND II, LP | AT COST | $847,258 | $232,587 |
| 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 | $17,982,727 | $24,743,467 |
| BAXTER STREET OFFSHORE FUND LTD | AT COST | $2,300,000 | $3,399,375 |
| PALESTRA CAPITAL OFFSHORE FUND LTD | AT COST | $1,400,000 | $1,600,172 |
| LONE CASCADE LP | AT COST | $2,000,000 | $2,826,048 |
| NUT TREE | AT COST | $1,000,000 | $1,336,549 |
| ADAMAS PARTNERS LP | AT COST | $0 | $151,495 |
| SEG PARTNERS OFFSHORE LTD | AT COST | $1,250,000 | $2,477,476 |
| VARDE CREDIT PARTNERS OFFSHORE | AT COST | $1,000,000 | $1,302,076 |
| WELLINGTON EMERGING MARKETS LCL E | AT COST | $1,854,596 | $2,827,303 |
| SEMPER VIC PARTNERS LP | AT COST | $2,000,000 | $3,019,748 |
| IFP GLOBAL | AT COST | $3,000,000 | $4,409,769 |
| SOUTHPOINT QUALIFIED OFFSHORE FD | AT COST | $1,000,000 | $1,608,796 |
| SSGA REAL ASSET NL CTF | AT COST | $4,827,777 | $5,820,909 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,396 | LegalFeesAmt |
| Net Investment Income | $2,396 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PARTNERSHIP EXPENSES | $0 | $54,519 | $0 | $0 |
| OTHER EXPENSES | $6,021 | $1,204 | $0 | $4,817 |
| GRANTS MGMT SYSTEM SUPPORT | $4,372 | $0 | $0 | $4,372 |
| MEMBERSHIP FEES | $2,205 | $0 | $0 | $2,205 |
| INFORMATION TECHNOLOGY | $1,623 | $325 | $0 | $1,298 |
| PAYROLL SERVICE FEES | $1,216 | $243 | $0 | $973 |
| OFFICE SUPPLIES | $805 | $161 | $0 | $644 |
| INSURANCE | $537 | $107 | $0 | $430 |
| BOOKS, SUBSCRIPTIONS, REF. | $384 | $0 | $0 | $384 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INCOME | $0 | -$65,309 | $0 |
| TAX REFUND | $21,539 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INCOME | Desc |
| Amt | $10 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER LIABILITIES | Desc |
| BOY Book Value | $0 | 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 | $15,094 | $1,200 | $0 | $13,894 |
| INVESTMENT FEES | $150,219 | $150,219 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL TAXES | $8,251 | $1,650 | $0 | $6,601 |
| FOREIGN TAXES | $0 | $20,422 | $0 | $0 |
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