FURP.ORG / PUBLIC DATA EXPLORER

FOUNDATION FOR THE CHARLOTTE JEWISH COMMUNITY: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
FOUNDATION FOR THE CHARLOTTE JEWISH COMMUNITY (EIN 31-1501858)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-17
IRS object ID
202503219349315735
Schema version
2024v5.2
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)
Return2025-11-17T14:43:39-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN882730877PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CHERRY BEKAERT ADVISORY LLCBusinessNameLine1Txt

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 Begin2024-01-01TaxPeriodBeginDt

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)
PersonALYSSA FEDERICOPersonNm
Person TitleCFOPersonTitleTxt
Phone7049734500PhoneNum
Signature2025-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMELANIE MCPEAKPreparerPersonNm
PTINP01346034PTIN
Phone7043771678PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerALYSSA FEDERICOPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1220 NORTH TRYON STREETAddressLine1Txt
CityCHARLOTTECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28202ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$11,727,916GrossReceiptsAmt
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 Body18VotingMembersGoverningBodyCnt
Voting Members Independent17VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers17TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$10,652,543PYContributionsGrantsAmt
CY Contributions Grants$9,042,860CYContributionsGrantsAmt
PY Program Service Revenue$783,085PYProgramServiceRevenueAmt
CY Program Service Revenue$878,362CYProgramServiceRevenueAmt
PY Investment Income$1,281,311PYInvestmentIncomeAmt
CY Investment Income$1,806,694CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$12,716,939PYTotalRevenueAmt
CY Total Revenue$11,727,916CYTotalRevenueAmt
PY Grants And Similar Paid$8,496,091PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$9,344,748CYGrantsAndSimilarPaidAmt
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$85,674CYTotalFundraisingExpenseAmt
PY Other Expenses$1,977,825PYOtherExpensesAmt
CY Other Expenses$2,191,165CYOtherExpensesAmt
PY Total Expenses$10,473,916PYTotalExpensesAmt
CY Total Expenses$11,535,913CYTotalExpensesAmt
PY Revenues Less Expenses$2,243,023PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$192,003CYRevenuesLessExpensesAmt
Total Assets BOY$206,962,336TotalAssetsBOYAmt
Total Assets EOY$228,590,465TotalAssetsEOYAmt
Total Liabilities BOY$2,553,533TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,058,152TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$204,408,803NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$225,532,313NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
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$3,093,939ExpenseAmt
Grant$2,800,478GrantAmt
DescRELIGION: DISTRIBUTED 332 GRANTS TO ORGANIZATIONS TO SUPPORT JEWISH PROGRAMS AND SERVICES.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$2,578,639ExpenseAmt
Grant$2,334,055GrantAmt
DescEDUCATION: DISTRIBUTED 368 GRANTS TO ORGANIZATIONS TO SUPPORT EDUCATION EFFORTS FROM PRESCHOOL TO HIGHER EDUCATION.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$1,455,719ExpenseAmt
Grant$1,317,644GrantAmt
DescARTS, CULTURE & HUMANITIES: DISTRIBUTED 83 GRANTS TO VARIOUS ORGANIZATIONS TO SUPPORT PROGRAMS IN ARTS, CULTURE & HUMANITIES.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$3,195,683ExpenseAmt
Grant$2,892,571GrantAmt
Revenue$878,362RevenueAmt
DescDISBURSED GRANTS IN SUPPORT OF VARIOUS OTHER ORGANIZATIONS FOCUSED ON THE CAUSES OF HUMAN SERVICES, RECREATION & SPORTS, ARTS/CULTURE/HUMANITIES, PHILANTHROPY & GRANTMAKING, HOUSING/SHELTER, ANIMAL-RELATED, COMMUNITY IMPROVEMENT, VOLUNTARY HEALTH ASSOCIATIONS/MEDICAL DISCIPLINES, FOREIGN AFFAIRS/NATIONAL SECURITY, FOOD AGRICULTURE & NUTRITION, PUBLIC SAFETY DISASTER PREPARATION & RELIEF, YOUTH DEVELOPMENT, EMPLOYMENT, CIVIL RIGHTS, PUBLIC & SOCIAL BENEFIT, ENVIRONMENTAL, MENTAL HEALTH & CRISIS INTERVENTION, MEDICAL RESEARCH, MUTUAL & MEMBERSHIP BENEFIT, SOCIAL SCIENCE, CRIME & LEGAL-RELATED, AND SCIENCE & TECHNOLOGY.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$3,195,683TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$2,892,571TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$878,362TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$10,323,980TotalProgramServiceExpensesAmt
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 Limit0UnrelatedBusIncmOverLimitInd
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 Members18GoverningBodyVotingMembersCnt
Independent Voting Member17IndependentVotingMemberCnt
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
DOUGLAS W BENSON
SENIOR VP, GENERAL COUNSEL0.3050.00Yes (X)Yes (X)$0$258,355$46,961
IRS SLOMKA
CHAIR0.300.00Yes (X)Yes (X)$0$0$0
PHILIP STARK
VICE CHAIR0.300.00Yes (X)Yes (X)$0$0$0
DAVID CANTOR
TREASURER0.300.00Yes (X)Yes (X)$0$0$0
ELISE KOSOFSKY
SECRETARY0.300.00Yes (X)Yes (X)$0$0$0
STEPHEN PHILIPSON
IMMEDIATE PAST CHAIR0.300.00Yes (X)Yes (X)$0$0$0
TERESA BRENNER
DIRECTOR0.300.00Yes (X)$0$0$0
FRED DUMAS
DIRECTOR0.300.00Yes (X)$0$0$0
SHARYN HANDELSMAN
DIRECTOR0.300.00Yes (X)$0$0$0
JONATHAN HOWARD
DIRECTOR0.300.00Yes (X)$0$0$0
BRIAN KAHN
DIRECTOR0.300.00Yes (X)$0$0$0
MARK LERNER
DIRECTOR0.300.00Yes (X)$0$0$0
KEVIN LEVINE
DIRECTOR0.300.00Yes (X)$0$0$0
ANNIE LORD
DIRECTOR0.300.00Yes (X)$0$0$0
JON MASSACHI
DIRECTOR0.300.00Yes (X)$0$0$0
WENDY PAKE
DIRECTOR0.300.00Yes (X)$0$0$0
HARRY SPARKS
DIRECTOR0.300.00Yes (X)$0$0$0
GARY STARR
DIRECTOR0.300.00Yes (X)$0$0$0
ALYSSA FEDERICO
CFO0.3050.00Yes (X)$0$228,615$45,920
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$486,970TotReportableCompRltdOrgAmt
Total Other Compensation$92,881TotalOtherCompensationAmt
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$356,509CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Related Organizations$5,671,007RelatedOrganizationsAmt
All Other Contributions$3,371,853AllOtherContributionsAmt
Noncash Contributions$1,350,496NoncashContributionsAmt
Total Contributions$9,042,860TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescADMINISTRATIVE FEESDesc
Business900099BusinessCd
Total Revenue Column$878,362TotalRevenueColumnAmt
Related Or Exempt Func Income$878,362RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$878,362TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$506,077TotalRevenueColumnAmt
Exclusion$506,077ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,300,617SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,300,617SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,300,617TotalRevenueColumnAmt
Exclusion$1,300,617ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,727,916TotalRevenueColumnAmt
Related Or Exempt Func Income$878,362RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,806,694ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$9,344,748TotalAmt
Program Services$9,344,748ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$6,216TotalAmt
Program Services$2,778ProgramServicesAmt
Management And General$3,195ManagementAndGeneralAmt
Fundraising$243FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$532,385TotalAmt
Program Services$237,923ProgramServicesAmt
Management And General$273,646ManagementAndGeneralAmt
Fundraising$20,816FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,250,078TotalAmt
Program Services$558,660ProgramServicesAmt
Management And General$642,540ManagementAndGeneralAmt
Fundraising$48,878FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$9,373TotalAmt
Program Services$4,189ProgramServicesAmt
Management And General$4,818ManagementAndGeneralAmt
Fundraising$366FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$419TotalAmt
Program Services$186ProgramServicesAmt
Management And General$216ManagementAndGeneralAmt
Fundraising$17FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$5,993TotalAmt
Program Services$2,678ProgramServicesAmt
Management And General$3,081ManagementAndGeneralAmt
Fundraising$234FundraisingAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
ADMINISTRATIVE SUPPORT$344,426$153,924$177,035$13,467
DEVELOPMENT$37,203$16,626$19,122$1,455
DUES AND SUBSCRIPTIONS$355$159$182$14

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$4,717TotalAmt
Program Services$2,109ProgramServicesAmt
Management And General$2,424ManagementAndGeneralAmt
Fundraising$184FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$11,535,913TotalAmt
Program Services$10,323,980ProgramServicesAmt
Management And General$1,126,259ManagementAndGeneralAmt
Fundraising$85,674FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$3,667BOYAmt
EOY$53,031EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$829,672BOYAmt
EOY$0EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$206,030,388BOYAmt
EOY$228,438,825EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$98,609BOYAmt
EOY$98,609EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$206,962,336BOYAmt
EOY$228,590,465EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$100BOYAmt
EOY$37,254EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$2,553,433BOYAmt
EOY$3,020,898EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,553,533BOYAmt
EOY$3,058,152EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$158,356,668BOYAmt
EOY$174,655,412EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$46,052,135BOYAmt
EOY$50,876,901EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$204,408,803BOYAmt
EOY$225,532,313EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$206,962,336BOYAmt
EOY$228,590,465EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$192,003ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$20,931,507NetUnrlzdGainsLossesInvstAmt
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$9,344,748SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$9,344,748SupportSumAmt
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 Held103DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held137FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$7,581,528DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$1,461,333FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$7,991,062DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$1,353,686FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$173,425,606DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$52,106,706FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$43,310,355BeginningYearBalanceAmt
Contributions$1,343,625ContributionsAmt
Investment Earnings Or Losses$4,800,264InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,025,377GrantsOrScholarshipsAmt
Other Expenditures$2,415OtherExpendituresAmt
Administrative Expenses$402,913AdministrativeExpensesAmt
End Year Balance$48,023,539EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$39,807,512BeginningYearBalanceAmt
Contributions$285,437ContributionsAmt
Investment Earnings Or Losses$5,167,300InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,580,837GrantsOrScholarshipsAmt
Other Expenditures$2,415OtherExpendituresAmt
Administrative Expenses$366,642AdministrativeExpensesAmt
End Year Balance$43,310,355EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$47,199,112BeginningYearBalanceAmt
Contributions$814,858ContributionsAmt
Investment Earnings Or Losses-$6,207,770InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,620,608GrantsOrScholarshipsAmt
Other Expenditures$2,415OtherExpendituresAmt
Administrative Expenses$375,665AdministrativeExpensesAmt
End Year Balance$39,807,512EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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 Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

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
FieldValueIRS element (for citing)
Board Designated Balance EOY0.29610BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.70390PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.00000TermEndowmentBalanceEOYPct
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$206,674,998F
MERRILL LYNCH$18,245,884F
COLONY FAMILY OFFICES$3,517,943F
FieldValueIRS element (for citing)
Total Book Value Securities$228,438,825TotalBookValueSecuritiesAmt
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, 2024 OR 2023.

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (82 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
1859 FOUNDATION
PO BOX 1256DEERFIELDIL60015832097372501(C)(3)$10,000$0CHARITABLE GIFT
AMERICAN ISRAEL EDUCATION FOUNDATION INC
251 H STREET NWWASHINGTONDC20001521623781501(C)(3)$186,000$0CHARITABLE GIFT
AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC
220 E 42ND STREET 400NEW YORKNY10017131656634501(C)(3)$168,000$0CHARITABLE GIFT
AMERICAN RED CROSS
PO BOX 37839BOONEIA50037530196605501(C)(3)$100,000$0CHARITABLE GIFT
ANIMAL LEAGUE OF GASTON COUNTY
425 W FRANKLIN BOULEVARDGASTONIANC28052030417697501(C)(3)$32,000$0CHARITABLE GIFT
ATRIUM HEALTH FOUNDATION
PO BOX 32861CHARLOTTENC28232566060481501(C)(3)$212,100$0CHARITABLE GIFT
BETH DAVID SYNAGOGUE
804 WINVIEW DRIVEGREENSBORONC27410560731131501(C)(3)$18,000$0CHARITABLE GIFT
CAROLINA ABORTION FUND
5540 CENTERVIEW DRIVE 204RALEIGHNC27606453810502501(C)(3)$10,000$0CHARITABLE GIFT
CAROLINA YOUTH COALITION
6035 FLORENCE AVENUE 200CHARLOTTENC28212824313926501(C)(3)$6,000$0CHARITABLE GIFT
CATAWBA LANDS CONSERVANCY
2400 PARK ROAD 1CHARLOTTENC28203581969605501(C)(3)$7,500$0CHARITABLE GIFT
CHABAD LUBAVITCH OF GREENSBORO INC
5203 W FRIENDLY AVENUEGREENSBORONC27410263642700501(C)(3)$18,000$0CHARITABLE GIFT
CHABAD OF DURHAM INC
127 MALLETTE STREETCHAPEL HILLNC27516820550909501(C)(3)$68,000$0CHARITABLE GIFT
CHARLOTTE CENTER FOR LEGAL ADVOCACY INC
PO BOX 25558CHARLOTTENC29229561202940501(C)(3)$10,000$0CHARITABLE GIFT
CHARLOTTE COUNTRY DAY SCHOOL
1440 CARMEL ROADCHARLOTTENC28226560623935501(C)(3)$41,000$0CHARITABLE GIFT
CHARLOTTE FILM SOCIETY
4237 RALEIGH STREET 4CHARLOTTENC28213273319192501(C)(3)$10,000$0CHARITABLE GIFT
CHARLOTTE JEWISH DAY SCHOOL INC
5007 PROVIDENCE ROAD 110-ECHARLOTTENC28226562142023501(C)(3)$242,875$0CHARITABLE GIFT
CHARLOTTE SYMPHONY ORCHESTRA SOCIETY INC
128 S TRYON STREET 350CHARLOTTENC28202566011568501(C)(3)$35,000$0CHARITABLE GIFT
CHAUTAUQUA INSTITUTION INC
PO BOX 28CHAUTAUQUANY14722160758844501(C)(3)$30,000$0CHARITABLE GIFT
CROHN'S & COLITIS FOUNDATION OF AMERICA INC
733 THIRD AVENUE 510NEW YORKNY10017136193105501(C)(3)$42,000$0CHARITABLE GIFT
DISCOVERY PLACE INC
301 NORTH TRYON STREETCHARLOTTENC28202560529944501(C)(3)$1,000,000$0CHARITABLE GIFT
FLETCHER SCHOOL INC
8500 SARDIS ROADCHARLOTTENC28270561340099501(C)(3)$15,000$0CHARITABLE GIFT
FLORENCE GRISWOLD MUSEUM
96 LYME STREETOLD LYMECT06371066062157501(C)(3)$25,000$0CHARITABLE GIFT
FOUNDATION OF SHALOM PARK INC
5007 PROVIDENCE ROAD 102CHARLOTTENC28226581477833501(C)(3)$160,100$0CHARITABLE GIFT
FRANCIS PARKER SCHOOL
6501 LINDA VISTA ROADSAN DIEGOCA92111951696720501(C)(3)$65,000$0CHARITABLE GIFT
FUQUA SCHOOL OF BUSINESS
BOX 90120 DEVELOPMENT/ALUMNIDURHAMNC27708560532129501(C)(3)$10,000$0CHARITABLE GIFT
GREENSBORO JEWISH FEDERATION GUILFORD CORPORATE PARK
5509-C WEST FRIENDLY AVENUEGREENSBORONC27410237107693501(C)(3)$22,166$0CHARITABLE GIFT
HADASSAH THE WOMEN'S ZIONIST ORGANIZATION OF AMERICA INC
40 WALL STREETNEW YORKNY10005131656651501(C)(3)$18,000$0CHARITABLE GIFT
HOPEWAY FOUNDATION
1717 SHARON ROAD WESTCHARLOTTENC28210464510365501(C)(3)$40,000$0CHARITABLE GIFT
HOSPICE AND PALLIATIVE CARE CHARLOTTE REGION
PO BOX 470408CHARLOTTENC28247561219017501(C)(3)$10,000$0CHARITABLE GIFT
IMPACTISRAEL INC
200 HIGHLAND AVENUE 301NEEDHAMMA02494223090463501(C)(3)$10,000$0CHARITABLE GIFT
INSTITUTE FOR PHILANTHROPIC LEADERSHIP
1235 EAST BOULEVARDCHARLOTTENC28203461270290501(C)(3)$25,000$0CHARITABLE GIFT
INTERNATIONAL OCD FOUNDATION INC
PO BOX 961029BOSTONMA02196222894564501(C)(3)$15,000$0CHARITABLE GIFT
ISIDORE NEWMAN SCHOOL
1903 JEFFERSON AVENUENEW ORLEANSLA70115720408935501(C)(3)$55,000$0CHARITABLE GIFT
ISRAEL GUIDE DOG CENTER FOR THE BLIND
968 EASTON ROAD HWARRINGTONPA18976232519029501(C)(3)$106,000$0CHARITABLE GIFT
JANE'S FUND
7804 FAIRVIEW ROAD C-PO BOX 243CHARLOTTENC28266873224035501(C)(3)$11,118$0CHARITABLE GIFT
JEWISH BOOK COUNCIL INC
520 8TH AVENUE 4TH FLOORNEW YORKNY10018133737760501(C)(3)$30,000$0CHARITABLE GIFT
JEWISH FAMILY SERVICE OF SAN DIEGO
8804 BALBOA AVENUE TURK FAMILYSAN DIEGOCA92123951644024501(C)(3)$15,000$0CHARITABLE GIFTCENTER
JEWISH FAMILY SERVICES OF GREATER CHARLOTTE INC
5007 PROVIDENCE ROAD 105CHARLOTTENC28226201146861501(C)(3)$186,000$0CHARITABLE GIFT
JEWISH FEDERATION OF GREATER CHARLOTTE
5007 PROVIDENCE ROAD 101CHARLOTTENC28226561951745501(C)(3)$2,167,468$0CHARITABLE GIFT
JEWISH NATIONAL FUND
78 RANDALL AVENUEROCKVILLE CENTRENY11570131659627501(C)(3)$12,200$0CHARITABLE GIFT
KAHAL KADOSH BETH ELOHIM
90 HASELL STREETCHARLESTONSC29401570406806501(C)(3)$8,690$0CHARITABLE GIFT
KINDER-MOURN INC
1320 HARDING PLACECHARLOTTENC28204561221194501(C)(3)$10,000$0CHARITABLE GIFT
LA JOLLA COUNTRY DAY SCHOOL
9490 GENESEE AVENUELA JOLLACA92037951875978501(C)(3)$35,000$0CHARITABLE GIFT
MEALS ON WHEELS OF ROWAN INC
PO BOX 1914SALISBURYNC28145561152417501(C)(3)$8,000$0CHARITABLE GIFT
MERKOS LINYONEI CHINUCH LUBAVITCH OF NORTH CAROLINA INC
6619 SARDIS ROADCHARLOTTENC28270581482114501(C)(3)$135,618$0CHARITABLE GIFT
MINT MUSEUM
2730 RANDOLPH ROADCHARLOTTENC28207560670666501(C)(3)$20,000$0CHARITABLE GIFT
MOISHE HOUSE
5802 MONROE ROADCHARLOTTENC28212262599786501(C)(3)$5,500$0CHARITABLE GIFT
NORTH CAROLINA HILLEL
210 WEST CAMERON AVENUECHAPEL HILLNC27516566094521501(C)(3)$30,000$0CHARITABLE GIFT
NORTH CAROLINA OUTWARD BOUND SCHOOL
2582 RICEVILLE ROADASHEVILLENC28805560857708501(C)(3)$25,000$0CHARITABLE GIFT
NORTH CAROLINA PERFORMING ARTS CENTER FOUNDATION
130 NTRYON STREETCHARLOTTENC28202581791724501(C)(3)$25,897$0CHARITABLE GIFT
NORTH CAROLINA VETERINARY MEDICAL FOUNDATION INC
1210 VARSITY DRIVE - ADVANCEMENTRALEIGHNC27695581344473501(C)(3)$10,000$0CHARITABLE GIFTSERVICES/GIFTS/RECORDS
NORTHEASTERN UNIVERSITY
118 CUSHING HALL ANNUAL GIVINGBOSTONMA02115041679980501(C)(3)$7,500$0CHARITABLE GIFT
NOURISH UP
PO BOX 680791CHARLOTTENC28216561398498501(C)(3)$31,667$0CHARITABLE GIFT
OPERA CAROLINA
1600 ELIZABETH AVENUECHARLOTTENC28204566019660501(C)(3)$5,250$0CHARITABLE GIFT
PENLAND SCHOOL OF CRAFT INC
PO BOX 37PENLANDNC28765560623948501(C)(3)$50,000$0CHARITABLE GIFT
PLANNED PARENTHOOD SOUTH ATLANTIC
100 SOUTH BOYLAN AVENUERALEIGHNC27603561282557501(C)(3)$10,000$0CHARITABLE GIFT
PRESBYTERIAN HOSPITAL FOUNDATION DBA NOVANT HEALTH FOUNDATION
PO BOX 33549CHARLOTTENC28233581413074501(C)(3)$8,458$0CHARITABLE GIFT
PRESIDENT & TRUSTEES OF COLBY COLLEGE
173 MAIN STREET 201WATERVILLEME04901010211497501(C)(3)$10,000$0CHARITABLE GIFT
PROVIDENCE DAY SCHOOL
5800 SARDIS ROADCHARLOTTENC28270560952382501(C)(3)$10,000$0CHARITABLE GIFT
QUEENS UNIVERSITY OF CHARLOTTE
1900 SELWYN AVENUECHARLOTTENC28274560530003501(C)(3)$90,000$0CHARITABLE GIFT
R BRUCE IRONS CAMP FUND DBA WAYFINDERS
725 PROVIDENCE ROAD 212CHARLOTTENC28207550825218501(C)(3)$41,000$0CHARITABLE GIFT
RAMAH DAROM INC
6400 POWERS FERRY RD NW 215ATLANTAGA30339582146741501(C)(3)$48,500$0CHARITABLE GIFT
RELATIVES INC
119 EAST 8TH STREETCHARLOTTENC28202561082022501(C)(3)$200,000$0CHARITABLE GIFT
REMEMBER NIGER COALITION
430 E 8TH STREET 146HOLLANDMI49423263500898501(C)(3)$18,000$0CHARITABLE GIFT
ROOF ABOVE INC
PO BOX 31335CHARLOTTENC28231561837620501(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)$693,904$0CHARITABLE GIFT
SKECHERS FOUNDATION
228 MANHATTAN BEACH BOULEVARDMANHATTAN BEACHCA90266273158320501(C)(3)$10,000$0CHARITABLE GIFT
STAND FOR ANIMALS VETERINARY CLINIC
224 W 32ND STREETCHARLOTTENC28206273665227501(C)(3)$10,000$0CHARITABLE GIFT
SUSAN G KOMEN BREAST CANCER FOUNDATION INC
PO BOX 801889DALLASTX75380751835298501(C)(3)$15,000$0CHARITABLE GIFT
TEACH FOR AMERICA - CHARLOTTE
PO BOX 398504SAN FRANCISCOCA94139133541913501(C)(3)$10,000$0CHARITABLE GIFT
TEEN HEALTH CONNECTION INC
3541 RANDOLPH ROAD 206CHARLOTTENC28235561719715501(C)(3)$10,000$0CHARITABLE GIFT
TEMPLE BETH EL
5101 PROVIDENCE ROADCHARLOTTENC28226560840614501(C)(3)$377,957$0CHARITABLE GIFT
TEMPLE ISRAEL
4901 PROVIDENCE ROADCHARLOTTENC28226560588476501(C)(3)$264,600$0CHARITABLE GIFT
UNC - CHAPEL HILL (KENAN-FLAGLER BUSINESS SCHOOL)
CAMPUS BOX 3440 KENAN COURTCHAPEL HILLNC27599566001393501(C)(3)$25,000$0CHARITABLE GIFT
UNC - CHAPEL HILL ARTS & SCIENCES FOUNDATION
523 E FRANKLIN STREETCHAPEL HILLNC27514561150509501(C)(3)$105,000$0CHARITABLE GIFT
UNITED WAY OF GREATER CHARLOTTE INC
PO BOX 890685CHARLOTTENC28289560529948501(C)(3)$527,500$0CHARITABLE GIFT
UNIVERSITY OF CHICAGO
5235 S HARPER COURT 7TH FLOORECHICAGOIL60615362177139501(C)(3)$270,000$0CHARITABLE GIFTALUMNI RELATIONS DEVELOPMENT
UPTOWN CHABAD OF CHARLOTTE
2060 EUCLID AVENUECHARLOTTENC28203853842432501(C)(3)$11,000$0CHARITABLE GIFT
VISART INC
3104 EASTWAY DRIVECHARLOTTENC28205831863226501(C)(3)$20,000$0CHARITABLE GIFT
WASHINGTON & LEE UNIVERSITY
204 W WASHINGTON STREETLEXINGTONVA24450540505977501(C)(3)$10,000$0CHARITABLE GIFT
ZABS PLACE
100 N TRADE STREETMATTHEWSNC28105862748481501(C)(3)$25,000$0CHARITABLE GIFT
FieldValueIRS element (for citing)
Total501c3 Org82Total501c3OrgCnt
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 Plan0SupplementalNonqualRtrPlanInd
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 (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
DOUGLAS W BENSON
SENIOR VP, GENERAL COUNSEL$0$257,320$0$0$0$1,035$0$41,400$0$5,561$0$305,316$0$0
ALYSSA FEDERICO
CFO$0$227,580$0$0$0$1,035$0$41,004$0$4,916$0$274,535$0$0

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution45ContributionCnt
Noncash Contributions Rpt F990$1,350,496NoncashContributionsRptF990Amt
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

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationTHE NUMBER REPORTED IN COLUMN B OF SCHEDULE M FOR ALL DONATIONS REPRESENTS THE NUMBER OF CONTRIBUTIONS FOR EACH RESPECTIVE CATEGORY.ExplanationTxt

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 EIGHTEEN 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 EIGHT 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 558,660. MANAGEMENT AND GENERAL EXPENSES 642,540. FUNDRAISING EXPENSES 48,878. TOTAL EXPENSES 1,250,078.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 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
COMMUNITY INVESTMENTS FOUNDATION
220 NORTH TRYON STREETCHARLOTTENC28202456930128GRANTMAKINGNC501(C)(3)LINE 12A, I0FOUNDATION FOR THE CAROLINAS
COMMUNITY REAL PROPERTY HOLDINGS
220 NORTH TRYON STREETCHARLOTTENC28202455258321GRANTMAKINGNC501(C)(3)LINE 12A, I0FOUNDATION FOR THE CAROLINAS
FFTC PARTNERS FOR EMPOWERING COMMUNITIES
220 NORTH TRYON STREETCHARLOTTENC28202922022464GRANTMAKINGNC501(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 OrgYes (1)GiftGrntOrCapContriToOthOrgInd
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 FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd