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Member, Board of Directors 1.0 0 0 0 JOHN R BELK 6832 Morrison Blvd Suite 100 CHARLOTTE NC 28211 Chair, Board of Directors 10.0 0 0 0 THOMAS M BELK JR 6832 Morrison Blvd Suite 100 CHARLOTTE NC 28211 Vice Chair, Treasurer 1.0 0 0 0 ANN CLARK AS OF 618 6832 Morrison Blvd Suite 100 CHARLOTTE NC 28211 Member, Board of Directors 1.0 0 0 0 MARY CLAUDIA BELK PILON 6832 Morrison Blvd Suite 100 CHARLOTTE NC 28211 Member, Board of Directors 1.0 0 0 0 LOUISE MARTIN 6832 Morrison Blvd Suite 100 CHARLOTTE NC 28211 Secretary, Board of Directors 1.0 0 0 0 REBECCA MORRIS AS OF 618 6832 Morrison Blvd Suite 100 CHARLOTTE NC 28211 Member, Board of Directors 1.0 0 0 0 Kate Morris Stanley 6832 Morrison Blvd Suite 100 CHARLOTTE NC 28211 Member, Board of Directors 1.0 0 0 0 Alison Welcher 6832 Morrison Blvd Suite 100 CHARLOTTE NC 28211 Member, Board of Directors 1.0 0 0 0 Anthony Fox 6832 Morrison Blvd Suite 100 CHARLOTTE NC 28211 Member, Board of Directors 1.0 0 0 0 Prime Buccholz 273 Corporate Drive STE 250 PORTSMOUTH NH 03801 Investment Mgr. 133422 0 574976 49089287 49664263 0 49664263 744964 48919299 2445965 2445965 21464 109672 131136 2314829 2314829 2314829 2308844 0 0 0 0 2308844 21464 2287380 2314829 2008771 2016 2015 2014 0 0 2308844 2008771 300073 0 0 0 0 2014756 0 0 X Episcopal Diocese of NC St Peters 115 W 7th Street Charlotte NC 282022127 NONE PC General operating support for Augustine Literacy Projectss core literacy intervention program delivered by highly trained volunteer tutors serving 210 students in high-poverty elementary schools, and support for the launch of HELPS fluency intervention 88000 Board of Control for Southern Regional Education 592 10th Street NW Atlanta GA 303185776 NONE PC Program support to facilitate the creation of a North Carolina Education Human Capital Roundtable to engage system leaders on issues related to the education workforce, initially focused on teacher preparation and licensure 50000 CMS Foundation 4421 Stuart Andrew Blvd Ste 100 Charlotte NC 282172556 NONE PC Change management support for the new ELA and math curriculum adoption process in 2019-20 across the district. 150000 Charlotte Speech and Hearing Inc 741 Kenilworth Ave Ste 100 Charlotte NC 282043874 NONE PC Program support for clinicians to provide individualized support to 240 struggling readers in K 3rd grades to build vocabulary and language expression. 35000 Charlotte-Mecklenburg Schools 600 E Fourth Street Charlotte NC 28202 NONE GOV Funding to allow the district to engage a search firm to recruit and hire a Chief Human Resources Officer for Charlotte-Mecklenburg Schools. 65000 Charlotte-Mecklenburg Schools 601 E Fourth Street Charlotte NC 28202 NONE GOV Program support to Montclaire Elementary for a book vending machine to motivate students and build their at-home libraries (Next Gen Advisory Board Grant). 10000 Deans For Impact 2000 E 6th Street Ste 4 Austin TX 787023472 NONE PC Project support for The Science of Early Learning report, summarizing cognitive science on how young children learn and develop skills, and to convene a community of practice of five NC educator preparation providers to explore strategies for redesigning early childhood educator pathways. 50000 EducationNC PO Box 1636 Raleigh NC 276021636 NONE PC General operating support for independent research and reporting on K-12 education to build public will for teachers and school leaders and to expand educational opportunities for all children in NC. Payment: 2 of 2 30000 Foundation For The Carolinas 220 N Tryon Street Charlotte NC 28202 NONE PC Program support to Read Charlotte to work with Helps Education Fund to double the number of students receiving the evidence-based HELPS fluency intervention. 125000 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. Payment: 5 of 5 150000 Foundation For The Carolinas 220 N Tryon Street Charlotte NC 28202 NONE PC Program support for Read Charlotte for an 18-month project to apply improvement science principles to improve early literacy outcomes in six CMS elementary schools, working in partnership with UPD Consulting and CMS. Payment: 2 of 2 32130 The Fdn for the University of NC at Charlotte Inc 9201 University City Boulevard Charlotte NC 28223 NONE PC Program support for the Teacher Education Institute that transforms the coaching and mentorship student teachers receive by training 200 district-based clinical educators as part of UNC Charlotte Cato College of Education's student teaching redesign. Payment: 1 of 2 128016 Heart Math Tutoring Inc PO Box 30623 Charlotte NC 28230 NONE PC General operating support for a math intervention program that reaches over 1,200 students and provides curriculum and on-site support for volunteer tutors in high-poverty CMS elementary schools, as well as capacity building support for leader and team development for this rapidly growing organization. Payment: 1 of 2 80000 International House of Metrolina Inc 1817 Central Avenue Suite 215 Charlotte NC 28205 NONE PC Program support for the Rising Readers program, which provides intense literary support over the summer months to a growing population of English language learning students in CMS, serving over 400 students. 40000 New Leaders 30 W 26th Street 10th Floor New York NY 100102079 NONE PC Program support for a partnership with Public Impact and the Northeast Leadership Academy to expand Opportunity Culture, the distributed school leadership model, into Edgecombe and Vance County public schools. Payment: 3 of 3 150000 NC Business Leaders for Education 100 SAS Campus Drive Building T Cary NC 27513 NONE PC General operating support for BEST NC, a nonprofit, non-partisan coalition of business leaders committed to moving North Carolinas education system from good to great. Payment: 2 of 3 35000 NC Business Leaders for Education 100 SAS Campus Drive Building T Cary NC 27513 NONE PC Program support for the new TeachNC campaign to capture, cultivate and convert teaching candidates through a digital recruitment platform that streamlines and enhances the teacher candidate hiring process. Payment: 2 of 2 50000 NC Department of Public Instruction 301 N Wilmington St Raleigh NC 28012 NONE GOV Project support for a UPD Consulting-led analysis of the K-3 Literacy Team at NCDPI to inform evidence-based decisions that maximize impact on K-3 literacy outcomes statewide. 100250 NC Early Childhood Foundation 514 Daniels Street 173 Raleigh NC 27605 NONE PC General operating support for this statewide organization that encourages collaborative policy and practice decisions based on research, data, and analysis to improve outcomes for young children with a focus on equity. Payment: 1 of 2 30000 North Carolinas State University NCSU Box 7207 Raleigh NC 276950001 NONE PC Program support to the Friday Institute for Educational Innovation to enhance the state-funded evaluation of the Advanced Role pilots in select districts Payment: 2 of 3 33289 NC State University Foundation Inc Campus Bx 7006 1070 Partners Way Raleigh NC 276957006 NONE PC Program support to Kenan Fellows for four CMS teachers to complete a three-week summer internship in Charlotte businesses, participate in 80 hours of professional development, and create new curriculum that connects the classroom to workplace skills. 25000 Profound Gentlemen Inc 2701 C Freedom Drive Charlotte NC 28208 NONE PC General operating support to promote retention of male educators of color in Charlotte through professional development, leadership and mentorship models. 50000 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 School of Education, and CMS. Payment: 2 of 2 25000 Renaissance West Community Initiative 3610 Nobles Avenue 199 Charlotte NC 28208 NONE PC Program support for RWSAs Math Lab, a dedicated intervention space for increasing students understanding of numbers and math proficiency (Next Gen Advisory Board Grant). 10000 Renaissance West Community Initiative 3610 Nobles Avenue 199 Charlotte NC 28208 NONE PC Program support for a Literacy Center that provides individualized literacy intervention services to improve reading levels of students at the pre-K 8 Renaissance West STEAM Academy. Payment: 3 of 3 25000 Research Triangle Institute PO Box XXX-XX-XXXX E Cornwallis Rd Research T Park NC 277092194 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. Payment: 1 of 3 50000 Teach for America Inc 5855 Exc Center Drive Ste 200 Charlotte NC 28212 NONE PC General operating support to bolster Teach For Americas 730 corps members and alumni working in CMS, impacting 25,000 low-income students. Payment: 1 of 2 100000 UrbanPromise Charlotte 5214 Murrayhill Rd Charlotte NC 282102321 NONE PC Program support for a year-round program for 250 low-income students that provides out-of-school-time academic and spiritual development. Payment: 1 of 2 45000 WestEd 730 Harrison Street San Francisco CA 94107 NONE PC Program support to WestEd, the court-appointed consultant responsible for creating an Action Plan to address the tenets in the longstanding Leandro court case, researching the current state of the NC educator workforce and identifying and recommending evidence-based practices to address improvements needed. Payment: 2 of 2 50000 YMCA of Greater Charlotte 400 East Morehead Street 5th Flr Charlotte NC 28202 NONE PC Program support for the Y Readers summer program, preventing summer learning loss for over 900 students at 10 Title 1 CMS school sites. 75000 OurBRIDGE Inc 3925 Willard Farrow Drive Charlotte NC 28215 NONE PC General operating support for an afterschool and summer learning program with a focus on literacy for over 150 immigrant and refugee children from Title 1 schools in CMS. 30000 FOUNDATION FOR THE CAROLINAS 221 N TRYON STREET CHARLOTTE NC 28203 NONE PC Program support for Project LIFT to Project LIFT to expand and enhance its efforts to recruit, develop and retain excellent teachers. Payment 2 of 2. 95000 Boys and Girls Club of Greater Washington 4103 Benning Rd NE Washington DC 20019 NONE PC Discretionary grant from outgoing board member for general operating support of after-school youth programs in the DC area 5000 ourBRIDGE Inc 3925 Willard Farrow Drive Charlotte NC 28215 NONE PC Discretionary grant from outgoing board member to support general operating support for an afterschool and summer learning program with a focus on literacy for over 150 immigrant and refugee children from Title 1 schools in CMS 5000 McClintock Partners in Education 4519 Providence Rd Charlotte NC 28226 NONE PC Grant to honor summer fellow and support McClintock Middle School in motivating teachers and students 200 Race Matters for Juvenile Justice 832 E 4th St Ste 3600 Charlotte NC 28202 NONE PC Discretionary grant from outgoing board member for general operating support of racial equity programs and trainings 5000 2026885 The Foundation of the Univof NC at Charlotte Inc 9201 University City Boulevard Charlotte NC 28223 NONE PC Program support for the Teacher Education Institute that transforms the coaching and mentorship student teachers receive by training 200 district-based clinical educators as part of UNC Charlotte Cato College of Education's student teaching redesign. Payment: 1 of 2 97808 Heart Math Tutoring Inc PO Box 30623 Charlotte NC 28230 NONE PC General operating support for a math intervention program that reaches over 1,200 students and provides curriculum and on-site support for volunteer tutors in high-poverty CMS elementary schools, as well as capacity building support for leader and team development for this rapidly growing organization. Payment: 1 of 2 60000 North Carolina Business Leaders for Education 100 SAS Campus Drive Building T Cary NC 27513 NONE PC General operating support for BEST NC, a nonprofit, non-partisan coalition of business leaders committed to moving North Carolinas education system from good to great. Payment: 2 of 3 200000 North Carolina Early Childhood Foundation 514 Daniels Street 173 Raleigh NC 27605 NONE PC General operating support for this statewide organization that encourages collaborative policy and practice decisions based on research, data, and analysis to improve outcomes for young children with a focus on equity. Payment: 1 of 2 30000 Research Triangle Institute PO Box 12194 3040 E Cornwallis Rd Research Triangle Park NC 277092194 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. Payment: 1 of 3 70000 Teach For America Inc 5855 Executive Center Drive Suite Charlotte NC 28212 NONE PC General operating support to bolster Teach For Americas 730 corps members and alumni working in CMS, impacting 25,000 low-income students. Payment: 1 of 2 100000 UrbanPromise Charlotte 5214 Murrayhill Rd Charlotte NC 282102321 NONE PC Program support for a year-round program for 250 low-income students that provides out-of-school-time academic and spiritual development. 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