FURP.ORG / PUBLIC DATA EXPLORER

FOUNDATION FOR THE CHARLOTTE JEWISH COMMUNITY: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
FOUNDATION FOR THE CHARLOTTE JEWISH COMMUNITY (EIN 31-1501858)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-14
IRS object ID
202213189349310391
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-14T13:30:14-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN560574444PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CHERRY BEKAERT LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11111 METROPOLITAN AVE STE 900AddressLine1Txt
CityCHARLOTTECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28204ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN311501858EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FOUNDATION FOR THE CHARLOTTE JEWISHBusinessNameLine1Txt
Business Name Line2COMMUNITYBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlFOUNBusinessNameControlTxt
Phone7049734500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1220 NORTH TRYON STREETAddressLine1Txt
CityCHARLOTTECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28202ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL MARSICANOPersonNm
Person TitleVICE PRESIDENTPersonTitleTxt
Phone7049734500PhoneNum
Signature2022-11-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMICHAELPersonFirstNm
Person LastMARSICANOPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAMANDA ADAMSPreparerPersonNm
PTINP00748038PTIN
Phone7043771678PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMICHAEL MARSICANOPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1220 NORTH TRYON STREETAddressLine1Txt
CityCHARLOTTECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28202ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$25,663,220GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1998FormationYr
Legal Domicile StateNCLegalDomicileStateCd
Activity Or MissionTHE ADMINISTRATION AND MAINTENANCE OF EXISTING ENDOWMENTS TO SUPPORT THE FUTURE OF CHARLOTTE'S JEWISH COMMUNITY AND ASSISTANCE IN THE DEVELOPMENT OF NEW ENDOWMENT OPPORTUNITIES.ActivityOrMissionDesc
Voting Members Governing Body19VotingMembersGoverningBodyCnt
Voting Members Independent18VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$5,919TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$14,436,214PYContributionsGrantsAmt
CY Contributions Grants$22,383,598CYContributionsGrantsAmt
PY Program Service Revenue$601,213PYProgramServiceRevenueAmt
CY Program Service Revenue$743,674CYProgramServiceRevenueAmt
PY Investment Income$819,126PYInvestmentIncomeAmt
CY Investment Income$2,535,948CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$15,856,553PYTotalRevenueAmt
CY Total Revenue$25,663,220CYTotalRevenueAmt
PY Grants And Similar Paid$14,026,772PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$8,799,900CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$134,389CYTotalFundraisingExpenseAmt
PY Other Expenses$1,630,900PYOtherExpensesAmt
CY Other Expenses$1,917,111CYOtherExpensesAmt
PY Total Expenses$15,657,672PYTotalExpensesAmt
CY Total Expenses$10,717,011CYTotalExpensesAmt
PY Revenues Less Expenses$198,881PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$14,946,209CYRevenuesLessExpensesAmt
Total Assets BOY$177,299,338TotalAssetsBOYAmt
Total Assets EOY$211,438,737TotalAssetsEOYAmt
Total Liabilities BOY$4,712,697TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,518,209TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$172,586,641NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$207,920,528NetAssetsOrFundBalancesEOYAmt
MissionTO ADVANCE PHILANTHROPY THROUGH EDUCATION AND TO RAISE PERMANENT CHARITABLE RESOURCES TO IMPROVE AND STRENGTHEN THE QUALITY OF JEWISH LIFE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$2,471,678ExpenseAmt
Grant$2,248,146GrantAmt
DescEDUCATION: DISBURSED GRANTS IN SUPPORT OF EDUCATIONAL INSTITUTIONS AND INTIATIVES.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$2,039,535ExpenseAmt
Grant$1,855,085GrantAmt
DescRELIGION: DISBURSED GRANTS TO ORGANIZATIONS DEDICATED TO SUPPORTING THE JEWISH COMMUNITY AND FURTHERING THE QUALITY OF JEWISH LIFE IN THE CHARLOTTE REGION.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$1,139,839ExpenseAmt
Grant$1,036,755GrantAmt
DescHEALTH CARE: DISBURSED GRANTS IN SUPPORT OF HEALTH CARE INSTITUTIONS AND INITIATIVES.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$4,023,818ExpenseAmt
Grant$3,659,914GrantAmt
Revenue$743,674RevenueAmt
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$4,023,818TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$3,659,914TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$743,674TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$9,674,870TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members19GoverningBodyVotingMembersCnt
Independent Voting Member18IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ALYSSA FEDERICOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7049734500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1220 NORTH TRYON STREETAddressLine1Txt
CityCHARLOTTECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28202ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
DAVID CANTOR
TREASURER0.300.00Yes (X)Yes (X)$0$0$0
JON MASSACHI
DIRECTOR0.300.00Yes (X)$0$0$0
KEN GOLDER
DIRECTOR0.300.00Yes (X)$0$0$0
SARAH ROSE
DIRECTOR0.300.00Yes (X)$0$0$0
HARRY SPARKS
DIRECTOR0.300.00Yes (X)$0$0$0
IRA SLOMKA
VICE CHAIR0.300.00Yes (X)Yes (X)$0$0$0
MARK LERNER
DIRECTOR0.300.00Yes (X)$0$0$0
CYNDEE PATTERSON
DIRECTOR0.300.00Yes (X)$0$0$0
TOM BOCK
DIRECTOR0.300.00Yes (X)$0$0$0
MICHAEL MARSICANO
VICE PRESIDENT0.3050.00Yes (X)Yes (X)$0$765,136$154,835
HOLLY LEVINSON
SECRETARY0.300.00Yes (X)Yes (X)$0$0$0
FRED DUMAS
IMMEDIATE PAST CHAIR0.300.00Yes (X)Yes (X)$0$0$0
MARK VITNER
DIRECTOR0.300.00Yes (X)$0$0$0
ELISE KOSOFSKY
DIRECTOR0.300.00Yes (X)$0$0$0
MIKE SCHARF
DIRECTOR0.300.00Yes (X)$0$0$0
EMILY ZIMMERN
DIRECTOR0.300.00Yes (X)$0$0$0
GLENDA BERNHARDT
DIRECTOR0.300.00Yes (X)$0$0$0
STEPHEN PHILIPSON
CHAIR0.300.00Yes (X)Yes (X)$0$0$0
DEBRA VAN GLISH
DIRECTOR0.300.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$765,136TotReportableCompRltdOrgAmt
Total Other Compensation$154,835TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FOUNDATION FOR THE CAROLINASBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1220 NORTH TRYON STREETAddressLine1Txt
CityCHARLOTTECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28202ZIPCd
FieldValueIRS element (for citing)
ServicesADMINISTRATIVEServicesDesc
Compensation$323,415CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Related Organizations$1,545,547RelatedOrganizationsAmt
All Other Contributions$20,838,051AllOtherContributionsAmt
Noncash Contributions$2,621,913NoncashContributionsAmt
Total Contributions$22,383,598TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescADMINISTRATIVE FEESDesc
Business900099BusinessCd
Total Revenue Column$743,674TotalRevenueColumnAmt
Related Or Exempt Func Income$743,674RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$743,674TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$411,582TotalRevenueColumnAmt
Unrelated Business Revenue$5,919UnrelatedBusinessRevenueAmt
Exclusion$405,663ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,124,366SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$2,124,366SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,124,366TotalRevenueColumnAmt
Exclusion$2,124,366ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$25,663,220TotalRevenueColumnAmt
Related Or Exempt Func Income$743,674RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$5,919UnrelatedBusinessRevenueAmt
Exclusion$2,530,029ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$8,799,900TotalAmt
Program Services$8,799,900ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$5,250TotalAmt
Program Services$2,396ProgramServicesAmt
Management And General$2,486ManagementAndGeneralAmt
Fundraising$368FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$551,259TotalAmt
Program Services$251,595ProgramServicesAmt
Management And General$261,021ManagementAndGeneralAmt
Fundraising$38,643FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,086,796TotalAmt
Program Services$496,014ProgramServicesAmt
Management And General$514,598ManagementAndGeneralAmt
Fundraising$76,184FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$9,007TotalAmt
Program Services$4,111ProgramServicesAmt
Management And General$4,265ManagementAndGeneralAmt
Fundraising$631FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$13TotalAmt
Program Services$6ProgramServicesAmt
Management And General$6ManagementAndGeneralAmt
Fundraising$1FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$180TotalAmt
Program Services$82ProgramServicesAmt
Management And General$85ManagementAndGeneralAmt
Fundraising$13FundraisingAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
ADMINISTRATIVE SUPPORT$256,733$117,173$121,563$17,997
DEVELOPMENT$5,134$2,343$2,431$360
DUES AND SUBSCRIPTIONS$473$216$224$33

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$2,266TotalAmt
Program Services$1,034ProgramServicesAmt
Management And General$1,073ManagementAndGeneralAmt
Fundraising$159FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$10,717,011TotalAmt
Program Services$9,674,870ProgramServicesAmt
Management And General$907,752ManagementAndGeneralAmt
Fundraising$134,389FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
EOY$8,240,357EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,719,138BOYAmt
EOY$1,539,845EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$175,494,418BOYAmt
EOY$201,563,677EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$85,782BOYAmt
EOY$94,858EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$177,299,338BOYAmt
EOY$211,438,737EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$3,715BOYAmt
EOY$3,209EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$4,708,982BOYAmt
EOY$3,515,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,712,697BOYAmt
EOY$3,518,209EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$132,656,105BOYAmt
EOY$157,983,052EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$39,930,536BOYAmt
EOY$49,937,476EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$172,586,641BOYAmt
EOY$207,920,528EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$177,299,338BOYAmt
EOY$211,438,737EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$14,946,209ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$20,387,678NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit Committee0AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
IRS Written DeterminationYes (X)IRSWrittenDeterminationInd
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1FOUNDATION FOR THE CAROLINASBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN566047886EIN
Organization Type7OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$8,799,900SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$8,799,900SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported OrgYes (1)SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART IV SECTION A LINE 6:FormAndLineReferenceDesc
ExplanationTHE FOUNDATION FOR THE CHARLOTTE JEWISH COMMUNITY PROVIDES ENDOWMENT SERVICES TO VARIOUS INDIVIDUALS AND CHARITABLE ORGANIZATIONS, WHOSE FUNDS ARE MANAGED BY IT. ENDOWMENT SERVICES INCLUDE ADMINISTERING, INVESTING AND DISTRIBUTING FUNDS TO SUCH MEMBER ORGANIZATIONS AND OTHER ELIGIBLE 501(C)(3) CHARITABLE ORGANIZATIONS.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held94DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held123FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$15,791,396DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$6,592,202FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$7,497,279DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$1,302,621FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$157,104,102DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$50,816,427FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$41,623,223BeginningYearBalanceAmt
Contributions$2,010,741ContributionsAmt
Investment Earnings Or Losses$5,336,079InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,379,840GrantsOrScholarshipsAmt
Other Expenditures$2,415OtherExpendituresAmt
Administrative Expenses$388,676AdministrativeExpensesAmt
End Year Balance$47,199,112EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$37,619,089BeginningYearBalanceAmt
Contributions$710,020ContributionsAmt
Investment Earnings Or Losses$4,424,078InvestmentEarningsOrLossesAmt
Grants Or Scholarships$808,435GrantsOrScholarshipsAmt
Other Expenditures$2,415OtherExpendituresAmt
Administrative Expenses$319,114AdministrativeExpensesAmt
End Year Balance$41,623,223EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$29,930,268BeginningYearBalanceAmt
Contributions$3,844,069ContributionsAmt
Investment Earnings Or Losses$5,451,463InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,310,734GrantsOrScholarshipsAmt
Other Expenditures$2,415OtherExpendituresAmt
Administrative Expenses$293,552AdministrativeExpensesAmt
End Year Balance$37,619,089EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$32,755,650BeginningYearBalanceAmt
Contributions$789,772ContributionsAmt
Investment Earnings Or Losses-$1,638,579InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,693,347GrantsOrScholarshipsAmt
Other Expenditures$2,415OtherExpendituresAmt
Administrative Expenses$289,813AdministrativeExpensesAmt
End Year Balance$29,930,268EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$29,181,178BeginningYearBalanceAmt
Contributions$608,115ContributionsAmt
Investment Earnings Or Losses$4,501,840InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,261,311GrantsOrScholarshipsAmt
Other Expenditures$2,415OtherExpendituresAmt
Administrative Expenses$271,757AdministrativeExpensesAmt
End Year Balance$21,755,650EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.29940BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.70060PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
FFTC POOLED FUNDS$173,653,254F
MERRILL LYNCH$23,696,078F
COLONY FAMILY OFFICES$4,214,345F
FieldValueIRS element (for citing)
Total Book Value Securities$201,563,677TotalBookValueSecuritiesAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:SPENDABLE INCOME FROM ENDOWED FUNDS IS USED ANNUALLY TO PROVIDE SUPPORT TO MANY CHARITABLE ORGANIZATIONS. INCOME CAN BE DESIGNATED FOR SPECIFIC PROGRAMS OR PROJECTS, OR CAN BE USED AS GENERAL OPERATING SUPPORT. THE PERCENTAGE REPORTED FOR PERMANENT ENDOWMENTS INCLUDES AMOUNTS THAT MUST BE MAINTAINED IN PERPETUITY AS WELL AS ACCUMULATED EARNINGS ON SUCH AMOUNTS THAT HAVE NOT YET BEEN APPROPRIATED FOR EXPENDITURE.
PART X, LINE 2:THE FOUNDATION AND ITS SUPPORTING ORGANIZATIONS ARE EXEMPT FROM FEDERAL INCOME TAX UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE IRC. IN ACCORDANCE WITH IRC REGULATIONS, THE FOUNDATION IS TAXED ON UNRELATED BUSINESS INCOME, WHICH CONSISTS OF EARNINGS FROM ACTIVITIES NOT RELATED TO THE EXEMPT PURPOSE OF THE FOUNDATION. THE FOUNDATION ACCOUNTS FOR TAX UNCERTAINTIES BASED ON A MORE LIKELY THAN NOT RECOGNITION THRESHOLD WHEREBY TAX BENEFITS ARE ONLY RECOGNIZED WHEN THE FOUNDATION BELIEVES THAT THEY HAVE A GREATER THAN 50% LIKELIHOOD OF BEING SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE FOUNDATION HAS EVALUATED ALL ITS TAX POSITIONS AND DETERMINED THAT IT HAD NO UNCERTAIN INCOME TAX POSITIONS AS OF DECEMBER 31, 2021 OR 2020.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (62 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
24 FOUNDATION INC
PO BOX 31007CHARLOTTENC28231203768277501(C)(3)$10,000$0CHARITABLE GIFT
ALEXANDER YOUTH NETWORK
PO BOX 220632CHARLOTTENC28222560554413501(C)(3)$25,000$0CHARITABLE GIFT
AMERICAN ADVENTURE SERVICE CORPS
PO BOX 69JONAS RIDGENC28641562024733501(C)(3)$11,500$0CHARITABLE GIFT
AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC
220 E 42ND STREET 400NEW YORK CITYNY10017131656634501(C)(3)$35,000$0CHARITABLE GIFT
APPALACHIAN STATE UNIVERSITY FOUNDATION INC
134 ADMINISTRATION BUILDINGBOONENC28608237099379501(C)(3)$500,000$0CHARITABLE GIFT
ATRIUM HEALTH FOUNDATION
PO BOX 32861CHARLOTTENC28232566060481501(C)(3)$821,000$0CHARITABLE GIFT
B'NAI B'RITH YOUTH ORGANIZATION INC
5007 PROVIDENCE ROAD 106CHARLOTTENC28226311794932501(C)(3)$10,000$0CHARITABLE GIFT
BREVARD COLLEGE
OFFICE OF STUDENT FINANICAL AID 400BREVARDNC28712560532297501(C)(3)$14,000$0CHARITABLE GIFTNORTH BROAD STREET
CENTER FOR RACIAL EQUITY IN EDUCATION
PO BOX 622018CHARLOTTENC28262842100138501(C)(3)$15,000$0CHARITABLE GIFT
CHABAD LUBAVITCH OF GREENSBORO INC
5203 W FRIENDLY AVENUEGREENSBORONC27410263642700501(C)(3)$7,200$0CHARITABLE GIFT
CHABAD OF DURHAM INC
6514 GLEN FOREST DRIVECHAPEL HILLNC27517820550909501(C)(3)$18,000$0CHARITABLE GIFT
CHANCE ACADEMY
1349 INDEPENDENCE COURT SEWASHINGTONWA200032380134361892501(C)(3)$10,000$0CHARITABLE GIFT
CHARLOTTE CENTER FOR LEGAL ADVOCACY INC
5535 ALBERMARLE ROADCHARLOTTENC28212561202940501(C)(3)$105,000$0CHARITABLE GIFT
CHARLOTTE COUNTRY DAY SCHOOL
1440 CARMEL ROADCHARLOTTENC28226560623935501(C)(3)$65,000$0CHARITABLE GIFT
CHARLOTTE JEWISH DAY SCHOOL INC
5007 PROVIDENCE ROAD 110-ECHARLOTTENC28226562142023501(C)(3)$49,000$0CHARITABLE GIFT
CHARLOTTE RESCUE MISSION
PO BOX 33000CHARLOTTENC282333000560571223501(C)(3)$500,000$0CHARITABLE GIFT
CHAUTAUQUA FOUNDATION INC
PO BOX 28 DEVELOPMENT OFFICECHAUTAUQUANY14722166028421501(C)(3)$70,000$0CHARITABLE GIFT
CHILDREN'S HOME SOCIETY OF NORTH CAROLINA INC
PO BOX 14608GREENSBORONC274154608560529946501(C)(3)$7,000$0CHARITABLE GIFT
CLT IMPACT INVESTORS
1428 WAVERLY AVENUECHARLOTTENC28203863485624501(C)(3)$350,000$0CHARITABLE GIFT
COLORADO SEMINARY
2199 S UNIVERSITY BOULEVARDDENVERCO80210840404231501(C)(3)$20,000$0CHARITABLE GIFT
CRISIS ASSISTANCE MINISTRY
500-A SPRATT STREETCHARLOTTENC282062913561416719501(C)(3)$20,000$0CHARITABLE GIFT
FLETCHER SCHOOL INC
8500 SARDIS ROADCHARLOTTENC28270561340099501(C)(3)$10,000$0CHARITABLE GIFT
FOUNDATION OF SHALOM PARK INC
5007 PROVIDENCE ROAD 102CHARLOTTENC28226581477833501(C)(3)$420,000$0CHARITABLE GIFT
FRIENDS OF YEMIN ORDE INC
4340 EAST-WEST HIGHWAY 202BETHESDAMD20814223090463501(C)(3)$10,000$0CHARITABLE GIFT
FUQUA SCHOOL OF BUSINESS
BOX 90120 DEVELOPMENT/ALUMNIDURHAMNC277080118560532129501(C)(3)$10,000$0CHARITABLE GIFT
GERMANTOWN ACADEMY
340 MORRIS ROADFORT WASHINGTONPA193040287231352639501(C)(3)$15,000$0CHARITABLE GIFT
GREENSBORO JEWISH FEDERATION GUILFORD CORPORATE PARK
5509-C WEST FRIENDLY AVENUEGREENSBORONC27410237107693501(C)(3)$6,800$0CHARITABLE GIFT
HOPEWAY FOUNDATION
1717 SHARON ROAD WESTCHARLOTTENC28210464510365501(C)(3)$135,000$0CHARITABLE GIFT
HOSPICE AND PALLIATIVE CARE CHARLOTTE REGION
PO BOX 470408CHARLOTTENC28247561219017501(C)(3)$10,000$0CHARITABLE GIFT
ISIDORE NEWMAN SCHOOL
1903 JEFFERSON AVENUENEW ORLEANSLA70115720408935501(C)(3)$35,000$0CHARITABLE GIFT
ISRAEL GUID DOG CENTER FOR THE BLIND
968 EASTON ROAD HWARRINGTONPA18976232519029501(C)(3)$37,500$0CHARITABLE GIFT
JEWISH FAMILY SERVICES OF GREATER CHARLOTTE
INC 5007 PROVIDENCE ROAD 105CHARLOTTENC28226201146861501(C)(3)$56,500$0CHARITABLE GIFT
JEWISH FEDERATION OF GREATER CHARLOTTE
5007 PROVIDENCE ROAD 101CHARLOTTENC28226561951745501(C)(3)$797,380$0CHARITABLE GIFT
JUVENILE DIABETES RESEARCH FOUNDATION INTERNATIONAL
205 REGENCY EXECUTIVE PARK 102CHARLOTTENC28217231907729501(C)(3)$10,000$0CHARITABLE GIFT
LOAVES AND FISHES INC
648 GRIFFITH ROAD SUITE BCHARLOTTENC28217561398498501(C)(3)$10,000$0CHARITABLE GIFT
LOOMIS INSTITUTE
4 BATCHELDER ROADWINDSORCT060950609060653119501(C)(3)$20,000$0CHARITABLE GIFT
MERKOS LINYONEI CHINUCH LUBAVITCH OF NORTH CAROLINA
6619 SARDIS ROADCHARLOTTENC28270581482114501(C)(3)$150,500$0CHARITABLE GIFT
MINT MUSEUM
2730 RANDOLPH ROADCHARLOTTENC28207560670666501(C)(3)$10,000$0CHARITABLE GIFT
MOTLEY FOOL FOUNDATION
PO BOX 70706PHILADELPHIAPA191760706841970428501(C)(3)$20,000$0CHARITABLE GIFT
NORTH CAROLINA PERFORMING ARTS CENTER FOUNDATION
130 NTRYON STREETCHARLOTTENC28202581791724501(C)(3)$24,352$0CHARITABLE GIFT
NORTHEASTERN UNIVERSITY
118 CUSHING HALL ANNUAL GIVINGBOSTONMA02115041679980501(C)(3)$6,500$0CHARITABLE GIFT
PRAGER UNIVERSITY FOUNDATION
10045 RED RUN BOULEVARD 250OWINGS MILLSMD21117271763901501(C)(3)$12,000$0CHARITABLE GIFT
PRESBYTERIAN HOSPITAL FOUNDATION DBA NOVANT HEALTH FOUNDATION
PO BOX 33549CHARLOTTENC282333549581413074501(C)(3)$7,741$0CHARITABLE GIFT
PROVIDENCE DAY SCHOOL
5800 SARDIS ROADCHARLOTTENC28270560952382501(C)(3)$11,000$0CHARITABLE GIFT
QUEENS UNIVERSITY OF CHARLOTTE
1900 SELWYN AVENUECHARLOTTENC28274560530003501(C)(3)$823,472$0CHARITABLE GIFT
RAMAH DAROM
6400 POWERS FERRY RD NW 215ATLANTAGA30339582146741501(C)(3)$7,500$0CHARITABLE GIFT
RELATIVES INC
119 EAST 8TH STREETCHARLOTTENC28202561082022501(C)(3)$200,000$0CHARITABLE GIFT
ROOF ABOVE INC
PO BOX 31335CHARLOTTENC28231561837620501(C)(3)$10,000$0CHARITABLE GIFT
ROWAN-CABARRUS YMCA
828 JAKE ALEXANDER BLVD WESTSALISBURYNC28144581574620501(C)(3)$15,000$0CHARITABLE GIFT
SAFE ALLIANCE INC
601 E FIFTH STREET 400CHARLOTTENC28202560529967501(C)(3)$10,000$0CHARITABLE GIFT
SANDRA AND LEON LEVINE JEWISH COMMUNITY CENTER
5007 PROVIDENCE ROAD 114CHARLOTTENC28226561100696501(C)(3)$465,280$0CHARITABLE GIFT
SPOLETO FESTIVAL USA
14 GEORGE STREETCHARLESTONSC29401570660848501(C)(3)$14,090$0CHARITABLE GIFT
SUSAN G KOMEN BREAST CANCER FOUNDATION INC
13770 NOEL ROAD 801889DALLASTX75380751835298501(C)(3)$10,000$0CHARITABLE GIFT
TEMPLE BETH EL
5101 PROVIDENCE ROADCHARLOTTENC28226560840614501(C)(3)$241,980$0CHARITABLE GIFT
TEMPLE ISRAEL
4901 PROVIDENCE ROADCHARLOTTENC28226560588476501(C)(3)$313,763$0CHARITABLE GIFT
UNC - CHAPEL HILL
PO BOX 309 OFFICE OF DEVELOPMENTCHAPEL HILLNC27514566001393501(C)(3)$7,500$0CHARITABLE GIFT
UNC - CHAPEL HILL (KENAN-FLAGLER BUSINESS SCHOOL)
CAMPUS BOX 3440 KENAN COURTCHAPEL HILLNC275993440566001393501(C)(3)$20,000$0CHARITABLE GIFT
UNITED WAY OF CENTRAL CAROLINAS
PO BOX 890685CHARLOTTENC282890685560529948501(C)(3)$20,000$0CHARITABLE GIFT
UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL FOUNDATION
DEVELOPMENT PO BOX 309CHAPEL HILLNC27514591711424501(C)(3)$10,000$0CHARITABLE GIFT
UNIVERSITY OF VIRGINIA ALUMNI ASSOCIATION
PO BOX 400314CHARLOTTESVILLEVA22904540485595501(C)(3)$10,000$0CHARITABLE GIFT
WASHINGTON & LEE UNIVERSITY
204 W WASHINGTON STREETLEXINGTONVA244509974540505977501(C)(3)$10,000$0CHARITABLE GIFT
YMCA OF GREATER CHARLOTTE
400 E MOREHEAD STREET 300CHARLOTTENC28202561045299501(C)(3)$400,000$0CHARITABLE GIFT
FieldValueIRS element (for citing)
Total501c3 Org62Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationFOUNDATION FOR THE CHARLOTTE JEWISH COMMUNITY ONLY DISTRIBUTES GRANTS TO APPROVED 501(C)(3) CHARITABLE ORGANIZATIONS. APPROVED ORGANIZATIONS ARE REVIEWED REGULARLY TO ENSURE CHARITABLE STATUS IN STILL IN EFFECT.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonMICHAEL MARSICANOPersonNm
TitleVICE PRESIDENTTitleTxt
Base Compensation Filing Org$0BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$492,399CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$250,000BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$22,737OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$134,100DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$20,735NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$0TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$919,971TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 4BFormAndLineReferenceDesc
ExplanationFOUNDATION FOR THE CAROLINAS MAINTAINS A 457(B) PLAN FOR TOP EXECUTIVES. THE CONTRIBUTION TO THE PLAN FOR MICHAEL MARSICANO WAS $19,500. FOUNDATION FOR THE CAROLINAS MAINTAINS A 457(F) PLAN FOR TOP EXECUTIVES. THE CONTRIBUTIONS TO THE PLAN FOR MICHAEL MARSICANO FOR THE YEAR WERE $71,450.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution63ContributionCnt
Noncash Contributions Rpt F990$2,621,913NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMV ON DATE OF GIFTMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 7ATHE BOARD OF TRUSTEES IS COMPRISED OF NINETEEN MEMBERS. ONE TRUSTEE IS APPOINTED BY THE CHIEF EXECUTIVE OFFICE OF FOUNDATION FOR THE CAROLINAS. NINE MEMBERS ARE NOMINATED BY 9 REPRESENTATIVE INSTITUTIONS OUTLINED IN THE BYLAWS FOR FOUNDATION FOR THE CHARLOTTE JEWISH COMMUNITY. THE NOMINEES FROM THE REPRESENTATIVE ORGANIZATIONS ARE REVIEWED AND APPROVED BY THE CHIEF EXECUTIVE OFFICER OF FOUNDATION FOR THE CAROLINAS. THE REMAINING NINE REPRESENTATIVES ARE ELECTIVE POSITIONS, SELECTED BY A NOMINATING COMMITTEE TO REPRESENT THE JEWISH COMMUNITY OF GREATER CHARLOTTE, REGARDLESS OF THEIR AFFILIATION WITH A RESPECTIVE REPRESENTATIVE INSTITUTION.
FORM 990, PART VI, SECTION B, LINE 11BA COPY OF THE FINAL FORM 990, ABSENT SCHEDULE B, IS SENT ELECTRONICALLY TO EACH VOTING BOARD MEMBER PRIOR TO FILING. THE RETURN IS OPEN FOR DISCUSSION AT THE NEXT BOARD MEETING CLOSEST TO THE FILING DATE. SCHEDULE B IS REDACTED TO PRESERVE THE CONFIDENTIALITY TO THE FOUNDATION'S DONORS.
FORM 990, PART VI, SECTION B, LINE 12CBOARD MEMBERS ANNUALLY COMPLETE A CONFLICT OF INTEREST FORM IN COMPLIANCE WITH FOUNDATION FOR THE CAROLINAS (SUPPORTED ORGANIZATION) ETHICS POLICY. FFTC STAFF COLLECTS AND MAINTAINS THE FORMS ANNUALLY, AND MONITORS THE PROCESS.
FORM 990, PART VI, SECTION C, LINE 19FOUNDATION FOR THE CHARLOTTE JEWISH COMMUNITY'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART IX, LINE 11GADMINISTRATIVE FEES: PROGRAM SERVICE EXPENSES 496,014. MANAGEMENT AND GENERAL EXPENSES 514,598. FUNDRAISING EXPENSES 76,184. TOTAL EXPENSES 1,086,796.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
FOUNDATION FOR THE CAROLINAS
220 NORTH TRYON STREETCHARLOTTENC28202566047886GRANTMAKINGNC501(C)(3)LINE 7N/A0
THE JA TURNER FAMILY FOUNDATION
220 NORTH TRYON STREETCHARLOTTENC28202562162208GRANTMAKINGNC501(C)(3)LINE 12A, I0FOUNDATION FOR THE CAROLINAS
UNITED WAY LEGACY FOUNDATION
220 NORTH TRYON STREETCHARLOTTENC28202562277050GRANTMAKINGNC501(C)(3)LINE 12A, I0FOUNDATION FOR THE CAROLINAS
CAROLINA THREAD TRAIL
220 NORTH TRYON STREETCHARLOTTENC28202261528527GRANTMAKINGNC501(C)(3)LINE 12A, I0FOUNDATION FOR THE CAROLINAS
COMMUNITY INVESTMENTS FOUNDATION
220 NORTH TRYON STREETCHARLOTTENC28202456930128GRANTMAKINGNC501(C)(3)LINE 12A, I0FOUNDATION FOR THE CAROLINAS
COMMUNITY REAL PROPERTY HOLDINGS INC
220 NORTH TRYON STREETCHARLOTTENC28202455258321GRANTMAKINGNC501(C)(3)LINE 12A, I0FOUNDATION FOR THE CAROLINAS
SEYMOUR FOUNDATION
220 NORTH TRYON STREETCHARLOTTENC28202813099131GRANTMAKINGNC501(C)(3)LINE 12A, I0FOUNDATION FOR THE CAROLINAS
E4E RELIEF LLC
220 NORTH TRYON STREETCHARLOTTENC28202873137387GRANTMAKINGNC501(C)(3)LINE 70FOUNDATION FOR THE CAROLINAS
GREATER CHARLOTTE FOUNDATION
220 NORTH TRYON STREETCHARLOTTENC28202561530358GRANTMAKINGNC501(C)(3)LINE 12B, II0FOUNDATION FOR THE CAROLINAS
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
FOUNDATION FOR THE CAROLINAS
C$1,545,547BOOK
FOUNDATION FOR THE CAROLINAS
M$323,415CASH PAID