2013-02-13T12:33:42-06:00 2012-06-30 560574444 CHERRY BEKAERT LLP 1111 METROPOLITAN AVENUE SUITE 1000 CHARLOTTE NC 28204 990 2011-07-01 560693436 ARTS & SCIENCE COUNCIL CHARLOTTEMECKLENBURG INC ARTS 7043332272 227 WEST TRADE STREET SUITE 250 CHARLOTTE NC 28202 SUSAN GARY 7043332272 2013-02-13 1 JANICE A RATICA P00358837 7043771678 2011 2016-03-07 17:11:31Z SCOTT PROVANCHER 227 WEST TRADE STREET SUITE 250 CHARLOTTE NC 28202 13816006 0 X WWW.ARTSANDSCIENCE.ORG X 1958 NC SEE SCHEDULE O. THE ARTS & SCIENCE COUNCIL IS A PROACTIVE, NON-PROFIT ORGANIZATION THAT PROVIDES THE PLANNING, OVERSIGHT AND FUNDING REQUIRED TO ENSURE AND SUPPORT A VIBRANT AND CULTURALLY DIVERSE ARTS, SCIENCE, AND HISTORY COMMUNITY IN CHARLOTTE-MECKLENBURG FOR THE EDUCATION OF OUR CHILDREN AND THE ENJOYMENT OF ALL RESIDENTS. 46 46 29 400 0 0 12809152 12597434 0 0 671 10437 1196584 1208135 14006407 13816006 10145786 11292361 0 0 1541901 1923805 0 0 1133434 1317942 1818451 13005629 15034617 1000778 -1218611 55944396 51323022 15060681 13699610 40883715 37623412 X SEE SCHEDULE O.THE ARTS & SCIENCE COUNCIL (ASC) IS: THE COMMUNITY'S CHIEF ADVOCATE FOR ARTS, SCIENCE, HISTORY AND HERITAGE, A GATHERER AND STEWARD OF PUBLIC AND PRIVATE COMMUNITY RESOURCES, AN INVESTOR OF THOSE RESOURCES IN THE CULTURAL SECTOR AND COMMUNITY, THE STRATEGIC PLANNER FOR THE COMMUNITY'S CULTURAL SECTOR, AND THE PUBLIC ART AGENT FOR THE CITY OF CHARLOTTE AND MECKLENBURG COUNTY. THE MISSION OF THE ORGANIZATION IS BUILDING APPRECIATION, PARTICIPATION AND SUPPORT FOR ARTS, SCIENCE, HISTORY AND HERITAGE IN CHARLOTTE-MECKLENBURG. THE VISION IS TO SHAPE A VIBRANT CULTURAL LIFE FOR ALL. 0 0 8893828 7339316 THE ARTS & SCIENCE COUNCIL OF CHARLOTTE/MECKLENBURG, INC. GRANTS OPERATING SUPPORT GRANT FUNDING TO ITS CULTURAL PARTNERS. GRANTS ARE AWARDED BY PANELS OF CITIZENS AND PEER EXPERTS AND TAKE INTO CONSIDERATION ORGANIZATIONAL PROGRAM EXCELLENCE, COMMUNITY OUTREACH AND FINANCIAL STEWARDSHIP. SEE SCHEDULE I FOR A LISTING OF GRANT RECIPIENTS FOR THE FISCAL YEAR. 910328 910328 THE ARTS & SCIENCE COUNCIL OF CHARLOTTE/MECKLENBURG, INC. PROMOTES ARTS EDUCATION BY FUNDING STUDENT PROGRAMS AND TEACHER PROFESSIONAL DEVELOPMENT IN MECKLENBURG COUNTY. ADDITIONALLY, GRANTS ARE MADE TO INDEPENDENT SCHOOLS TO BROADEN THE REACH OF ARTS EDUCATION PROGRAMMING. 3042717 3042717 THE ARTS & SCIENCE COUNCIL OF CHARLOTTE/MECKLENBURG, INC. FUNDS PROJECT GRANTS TO COMMUNITY-BASED ORGANIZATIONS TO PROMOTE CULTURAL PROGRAMMING FOR ALL CITIZENS. PROJECT GRANTS MAY BE AWARDED TO CULTURAL 501(C)(3) ORGANIZATIONS OR TO OTHER 501(C)(3) ORGANIZATIONS THAT ARE UTILIZING ARTS, SCIENCE, HISTORY OR HERITAGE IN THEIR PROGRAMMING OR OUTREACH TO THE COMMUNITY. THE ARTS & SCIENCE COUNCIL OF CHARLOTTE/MECKLENBURG, INC. PROVIDES MANAGEMENT SERVICES TO THE CITY OF CHARLOTTE AND MECKLENBURG COUNTY AND OTHER PRIVATE PARTNERS FOR THE PUBLIC ART PROGRAM WHICH COMMISSIONS WORKS OF ART FOR THE COMMUNITY. 12846873 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 0 0 1 0 0 0 0 1 0 0 0 0 1 75 0 29 1 0 0 0 0 0 0 0 0 0 0 X 46 46 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NC X X X SUSAN GARY 7043332720 227 W TRADE ST SUITE 250 CHARLOTTE NC 28202 CURT W FOCHTMANN 3.50 X X 0 0 0 MICHAEL G ADAMS 3.50 X 0 0 0 REBECCA ANDERSON 3.50 X 0 0 0 WILLIAM J BOLLINGER 3.50 X 0 0 0 R MICHAEL BRANNOCK JR 3.50 X 0 0 0 SABRINA BROWN 3.50 X 0 0 0 NANCY G CARTER 3.50 X 0 0 0 JOHN CHEN PHD 3.50 X 0 0 0 RONALD M COFIELD 3.50 X 0 0 0 MICHAEL E CRUM 3.50 X 0 0 0 JOHN H CULVER III 3.50 X 0 0 0 TERIE CHRISTMAS DAVIS 3.50 X 0 0 0 THERESA DREW 3.50 X 0 0 0 GAY DILLASHAW 3.50 X 0 0 0 LISA LEWIS DUBOIS 3.50 X 0 0 0 MAHA GINGRICH PHD 3.50 X 0 0 0 SUE GORMAN 3.50 X 0 0 0 NANCY A GUTIERREZ PHD 3.50 X 0 0 0 RUFFIN L HALL 3.50 X 0 0 0 ROBYN HAMILTON 3.50 X 0 0 0 J RONALD HANKINS 3.50 X 0 0 0 MARK A HEISIG 3.50 X 0 0 0 KIM A HENDERSON 3.50 X 0 0 0 JEANNE E JOHNSON 3.50 X 0 0 0 GARY L LANCASTER 3.50 X 0 0 0 RICHARD LATORRE 3.50 X 0 0 0 LINDA LOCKMAN-BROOKS 3.50 X X 0 0 0 MARC E MANLY 3.50 X X 0 0 0 KAYE BERNARD MCGARRY 3.50 X 0 0 0 NANCY R MOORE 3.50 X 0 0 0 KARL W NEWLIN 3.50 X 0 0 0 STEVEN D NEWMARK 3.50 X 0 0 0 JOY E PAIGE 3.50 X 0 0 0 KEVIN L PATTERSON 3.50 X 0 0 0 G PATRICK PHILLIPS 3.50 X 0 0 0 LAURIE READHEAD 3.50 X 0 0 0 TYLER W REAM 3.50 X 0 0 0 JENNIFER ROBERTS 3.50 X 0 0 0 KATRINA WEAVER ROSS 3.50 X 0 0 0 THURMAN ROSS JR 3.50 X 0 0 0 A RANDOLPH SMITH II 3.50 X 0 0 0 MICHAEL J SMITH 3.50 X 0 0 0 JILL SWAIN 3.50 X 0 0 0 MARTHA WHITECOTTON 3.50 X 0 0 0 MARGUERITE O WILLIAMS 3.50 X 0 0 0 WHITNI WILSON-WERTZ 3.50 X 0 0 0 PAUL B WYCHE JR 3.50 X 0 0 0 HYONG YI 3.50 X 0 0 0 JOHN AUTRY 3.50 X 0 0 0 HAROLD COGDELL 3.50 X 0 0 0 ERIC DAVIS 3.50 X 0 0 0 JIM FULLER 3.50 X 0 0 0 CHARLIE JETER 3.50 X 0 0 0 LYNETTE RINKER 3.50 X 0 0 0 SCOTT PROVANCHER 50.00 X 225927 0 14252 ROBERT BUSH 50.00 X 122156 0 12652 LAURA BELCHER 50.00 X 135205 0 13917 483288 0 40821 3 0 1 0 0 4275492 8321942 44403 12597434 10437 10437 ENDOWMENT INVESTMENTS 900003 1208135 1208135 1208135 13816006 1208135 0 10437 11240804 11240804 51557 51557 524107 134807 389300 1092888 389052 205051 498785 68775 25962 25794 17019 148508 57440 42220 48848 89527 28183 26158 35186 8449 8449 66706 26207 20788 19711 82205 18938 16119 47148 231242 102369 18779 110094 158859 56871 45275 56713 135306 55205 30444 49657 ARTIST CONTRACTS 441445 441445 PUBLIC RELATIONS/PROMOT 301473 62008 87523 151942 OTHER EXPENSES 190531 80594 89209 20728 CONTRACTED SERVICES 157881 62028 49201 46652 44354 13403 30951 15034617 12846873 1054310 1133434 5846397 6522696 17645140 15017389 1013462 471005 23226 33886 1082690 708429 289353 374261 31126818 28903785 55944396 51323022 378583 1750847 62694 43276 1019404 705487 13600000 11200000 15060681 13699610 X 2213133 2128020 10892237 7717027 27778345 27778365 40883715 37623412 55944396 51323022 X -1218611 -2041692 X 0 1 1 X 0 X 16421319 13269498 13765106 12809152 12597434 68862509 16421319 13269498 13765106 12809152 12597434 68862509 1261338 67601171 1692945 46516 2820 10437 1752718 1493709 1169452 1196584 1208135 5067880 75683107 0.89320 0.89250 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3 0 55287 1179930 0 0 30927993 20 -846705 1208135 28873173 26287883 615000 5221694 1196584 30927993 24614842 2842493 1169452 26287883 30650327 350000 -4891776 1493709 24614842 0.00000 0.96120 0.03880 0 1 1 1082690 708429 374261 374261 BENEFICIAL INTEREST IN GREATER CHARLOTTE CULTURAL TRUST 28898173 F COMMON STOCKS 5612 F 28903785 PAYABLE TO DESIGNATED BENEFICIARY 11200000 11200000 13816006 15034617 -1218611 13148 -2054840 -2041692 -3260303 13877878 13148 57173 70321 13807557 8449 8449 13816006 15083341 57173 57173 15026168 8449 8449 15034617 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE UNRESTRICTED ENDOWMENT IS UTILIZED TO SUPPORT THE ONGOING PROGRAMMING AND OPERATIONS OF THE ORGANIZATION. A PORTION OF THE ENDOWMENT IS RESTRICTED IN USE BY DONOR DESIGNATIONS. THE INCOME FROM THESE FUNDS IS UTILIZED AS DETERMINED BY THE DONOR (ARTS EDUCATION, SCIENCE EDUCATION, REGIONAL ARTISTS, ETC). DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: IN ACCORDANCE WITH IRC REGULATIONS, ASC IS TAXED ON UNRELATED BUSINESS INCOME, WHICH CONSISTS OF EARNINGS FROM ACTIVITIES NOT RELATED TO THE EXEMPT PURPOSE OF ASC. ASC ACCOUNTS FOR TAX UNCERTAINTIES BASED ON A MORE LIKELY THAN NOT RECOGNITION THRESHOLD WHEREBY TAX BENEFITS ARE ONLY RECOGNIZED WHEN ASC BELIEVES THAT THEY HAVE A GREATER THAN 50% LIKELIHOOD OF BEING SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. ASC HAS EVALUATED ALL ITS TAX POSITIONS AND DETERMINED THAT IT HAD NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2012 AND 2011 . PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST -2,054,840. 1 100 BLACK MEN OF CHARLOTTE INC 740 W 5TH ST STE 206 CHARLOTTE NC 28202 561795371 501(C)(3) 2000 CULTURAL PROJECTS & ACCESS GRANTS A SIGN OF THE TIMES OF THE CAROLINAS 6228 EAGLE PEAK DRIVE CHARLOTTE NC 28214 204766220 501(C)(3) 7145 CULTURAL PROJECTS & ACCESS GRANTS; TECHNICAL ASSISTANCE ACTOR'S THEATRE OF CHARLOTTE 650 EAST STONEWALL STREET CHARLOTTE NC 28202 581888236 501(C)(3) 43775 OPERATING SUPPORT; WELLS FARGO COMMUNITY CELEBRATION AFRICAN DIASPORA ARTS PROGRAM AND THEATER 3223 FRENCH WOOD ROAD CHARLOTTE NC 28269 260815543 501(C)(3) 2200 SPECIAL PROJECTS AMERICAN GUILD OF ORGANISTS CHARLOTTE CHAPTER 2810 PROVIDENCE ROAD CHARLOTTE NC 28211 566060526 501(C)(3) 2575 SPECIAL PROJECTS ANSON COUNTY ARTS COUNCIL PO BOX 332 WADESBORO NC 28170 501(C)(3) 1613 REGIONAL ARTS COUNCILS ARMED FORCES MUSEUM & ARCHIVES OF THE CAROLINAS LTD P O BOX 1191 MATTHEWS NC 28106 262531972 501(C)(3) 5000 CULTURAL PROJECTS & ACCESS GRANTS ARTS COUNCIL OF YORK COUNTY PO BOX 2797 ROCK HILL SC 29732 501(C)(3) 1613 REGIONAL ARTS COUNCILS BECHTLER MUSEUM OF MODERN ART 420 SOUTH TRYON STREET CHARLOTTE NC 28202 562225722 501(C)(3) 299656 OPERATING SUPPORT; WELLS FARGO COMMUNITY CELEBRATION; CULT ED IN SCHOOLS BEST OF FRIENDS PUPPETS 4501 EASTHAVEN DRIVE CHARLOTTE NC 28212 118544525 501(C)(3) 11838 CULT ED IN SCHOOLS BIG DOOR LLC 7409 CRESTSIDE LN CHARLOTTE NC 28227 300446239 501(C)(3) 9775 CULT ED IN SCHOOLS BLUMENTHAL PERFORMING ARTS 345 NORTH COLLEGE STREET CHARLOTTE NC 28202 134258900 501(C)(3) 371359 OPERATING SUPPORT; CULT ED IN SCHOOLS; SPECIAL PROJECTS CABARRUS ARTS COUNCIL PO BOX 809 CONCORD NC 28026 501(C)(3) 1613 REGIONAL ARTS COUNCILS CAROLINA ACTORS STUDIO THEATRE 2424 NDAVIDSON STREET - SUITE 113B CHARLOTTE NC 28205 205121181 501(C)(3) 13400 SPECIAL PROJECTS; CULTURAL PROJECTS & ACCESS GRANTS; TECHNICAL ASSISTANCE;WELLS FARGO COMMUNITY CELEBRATION CAROLINA RAPTOR CENTER 600 SAMPLE ROAD HUNTERSVILLE NC 28205 561349170 501(C)(3) 146026 CULT ED IN SCHOOLS; DUKE SCIENCE EDUCATION FUND; OPERATING SUPPORT; WELLS FARGO COMMUNITY CELEBRATION CAROLINA VOICES 1900 QUEENS ROAD CHARLOTTE NC 28207 560810412 501(C)(3) 22450 OPERATING SUPPORT; WELLS FARGO COMMUNITY CELEBRATION; SPECIAL PROJECTS CAROLINAS ASIAN-AMERICAN CHAMBER OF COMMERCE 1339 BAXTER ST SUITE 200 CHARLOTTE NC 28204 562153855 501(C)(3) 5725 CULTURAL PROJECTS & ACCESS GRANTS CAROLINA HEALTHCARE FOUNDATION PO BOX 32861 CHARLOTTE NC 28232 566060481 501(C)(3) 2500 (BLANK) CAROLINE CALOUCHE & CO 10515 HAWICK COURT CHARLOTTE NC 28278 203607784 501(C)(3) 4750 TECHNICAL ASSISTANCE; WELLS FARGO COMMUNITY CELEBRATION CENTRAL AVENUE BILINGUAL PRESCHOOL 4019 CENTRAL AVENUE CHARLOTTE NC 28205 364522499 501(C)(3) 5000 CULTURAL PROJECTS & ACCESS GRANTS CENTRAL PIEDMONT COMMUNITY COLLEGE FOUNDATION PO BOX 35009 CHARLOTTE NC 282355009 560797174 501(C)(3) 6250 CULTURAL PROJECTS & ACCESS GRANTS; WELLS FARGO COMMUNITY CELEBRATION CHARLOTTE AREA SCIENCE NETWORK 301 NORTH TRYON STREET CHARLOTTE NC 28202 450505610 501(C)(3) 3117 CULTURAL PROJECTS & ACCESS GRANTS CHARLOTTE ART LEAGUE 1517 CAMDEN ROAD CHARLOTTE NC 28203 237414250 501(C)(3) 4675 CULTURAL PROJECTS & ACCESS GRANTS CHARLOTTE ARTERY PO BOX 34094 CHARLOTTE NC 28234 326488614 501(C)(3) 16700 STABILIZATION EFFORTS; WELLS FARGO COMMUNITY CELEBRATION CHARLOTTE ARTSFEST INC 200 SOUTH TRYON STREET SUITE 1600 CHARLOTTE NC 28202 010554275 501(C)(3) 15000 FESTIVAL GRANTS & SPONSORSHIPS CHARLOTTE CENTER CITY PARTNERS 200 S TRYON STREET SUITE 1600 CHARLOTTE NC 28202 561247787 501(C)(3) 30000 SPECIAL PROJECTS CHARLOTTE CENTER FOR URBAN MINISTRY 945 N COLLEGE ST CHARLOTTE NC 28206 561837620 501(C)(3) 582 SPECIAL PROJECTS CHARLOTTE CHAMBER MUSIC 402 WEST TRADE STREET STE 102 CHARLOTTE NC 28202 562258719 501(C)(3) 21250 OPERATING SUPPORT;TECHNICAL ASSISTANCE;WELLS FARGO COMMUNITY CELEBRATION CHARLOTTE CHILDREN'S CHOIR PO BOX 30724 CHARLOTTE NC 28230 561675977 501(C)(3) 58222 WELLS FARGO COMMUNITY CELEBRATION; OPERATING SUPPORT; SPECIAL PROJECTS; TECHNICAL ASSISTANCE CHARLOTTE CIVIC ORCHESTRA PO BOX 11334 CHARLOTTE NC 28220 561692252 501(C)(3) 3600 CULTURAL PROJECTS & ACCESS GRANTS CHALOTTE COMMUNITY SCHOOL FOR GIRLS 10515 HARDWICK COURT CHARLOTTE NC 28278 270623076 501(C)(3) 1321 CULTURAL PROJECTS & ACCESS GRANTS CHARLOTTE CONTEMPORARY ENSEMBLE PO BOX 561124 CHARLOTTE NC 282561124 421542082 501(C)(3) 6400 CULTURAL PROJECTS & ACCESS GRANTS CHARLOTTE DANCE FESTIVAL 10515 HAWICK COURT CHARLOTTE NC 28278 261781095 501(C)(3) 500 WELLS FARGO COMMUNITY CELEBRATION CHARLOTTE DAY ACADEMY CORP - CO CHARLOTTE BLACK FILM FESTIVAL 721 N POPLAR STREET 5 CHARLOTTE NC 28202 770697784 501(C)(3) 1500 SPECIAL PROJECTS CHARLOTTE FOLK SOCIETY BOX 36864 CHARLOTTE NC 282366864 561328389 501(C)(3) 30000 WELLS FARGO COMMUNITY CELEBRATION; CULTURAL PROJECTS & ACCESS GRANTS; TECHNICAL ASSISTANCE; STABILIZATION EFFORTS CHARLOTTE JAZZ SOCIETY 7606 LACOSTE COURT CHARLOTTE NC 28226 650213972 501(C)(3) 8375 CULT ED IN SCHOOLS; WELLS FARGO COMMUNITY CELEBRATION CHARLOTTE MECKLENBURG SCHOOLS EDUCATION CENTER PO BOX 30035 CHARLOTTE NC 282300035 501(C)(3) 2500 CULT ED IN SCHOOLS CHARLOTTE OBSERVER PO BOX 30308 CHARLOTTE NC 28230 501(C)(3) 21738 SPECIAL PROJECTS CHARLOTTE SYMPHONY ORCHESTRA TWO WELLS FARGO CENTER 301 SOUTH TRYON STREET SUITE 1700 CHARLOTTE NC 28282 566011568 501(C)(3) 893505 OPERATING SUPPORT; CULT ED IN SCHOOLS; WELLS FARGO COMMUNITY CELEBRATION; NEW WORKS - AT&T CHARLOTTE VIEWPOINT 628 N ALEXANDER STREET CHARLOTTE NC 28202 205291123 501(C)(3) 10000 SPECIAL PROJECTS CHARLOTTE YOUTH BALLET PO BOX 472937 CHARLOTTE NC 282472937 561539628 501(C)(3) 9000 WELLS FARGO COMMUNITY CELEBRATION; CULTURAL PROJECTS & ACCESS GRANTS CHILDREN'S THEATRE OF CHARLOTTE 300 EAST SEVENTH STREET CHARLOTTE NC 28202 561028031 501(C)(3) 549145 CULT ED IN SCHOOLS; WELLS FARGO COMMUNITY CELEBRATION; OPERATING SUPPORT; TECHNICAL ASSISTANCE CHINESE PHOENIX ARTS 9922 LANAKEN DRIVE CHARLOTTE NC 28216 371466867 501(C)(3) 1250 WELLS FARGO COMMUNITY CELEBRATION CIRCLE DE LUZ INC PO BOX 2 DAVIDSON NC 28036 743259379 501(C)(3) 730 CULTURAL PROJECTS & ACCESS GRANTS CLASSROOM CENTRAL 2116 WILKINSON BLVD CHARLOTTE NC 28208 030455618 501(C)(3) 10000 CULT ED IN SCHOOLS CLAYWORKS 4506 MONROE ROAD CHARLOTTE NC 28205 900198258 501(C)(3) 19931 OPERATING SUPPORT; SPECIAL PROJECTS;WELLS FARGO COMMUNITY CELEBRATION CLEVELAND COUNTY ARTS COUNCIL 111 S WASHINGTON STREET SHELBY NC 28150 501(C)(3) 1613 REGIONAL ARTS COUNCILS COLLABORATIVE ARTS THEATRE 615 S SUMMIT AVE CHARLOTTE NC 28208 208290636 501(C)(3) 18225 CULTURAL PROJECTS & ACCESS GRANTS; SPECIAL PROJECTS; COMMUNITY BUILDING INITIATIVE 220 NORTH TRYON STREET CHARLOTTE NC 28202 202892726 501(C)(3) 14000 SPECIAL PROJECTS COMMUNITY CHARTER SCHOOL 510 SOUTH TORRENCE STREET CHARLOTTE NC 28204 561994628 501(C)(3) 6500 DUKE SCIENCE EDUCATION FUND COMMUNITY SCHOOL OF THE ARTS 345 N COLLEGE STREET CHARLOTTE NC 28202 591356847 501(C)(3) 252958 SPECIAL PROJECTS; TECHNICAL ASSISTANCE;WELLS FARGO COMMUNITY CELEBRATION; CULT ED IN SCHOOLS; OPERATING SUPPORT CORNELIUS YOUTH ORCHESTRA 19706 ONE NORMAN BLVD 220-147 CORNELIUS NC 28031 331143760 501(C)(3) 5725 CULTURAL PROJECTS & ACCESS GRANTS DAVIDSON COMMUNITY PLAYERS PO BOX 76 DAVIDSON NC 28036 581542159 501(C)(3) 16275 OPERATING SUPPORT DISCOVERY PLACE INC 301 N TRYON ST CHARLOTTE NC 28202 560529944 501(C)(3) 1036701 SPECIAL PROJECTS; DUKE SCIENCE EDUCATION FUND; CULT ED IN SCHOOLS; WELLS FARGO COMMUNITY CELEBRATION; TECHNICAL ASSISTANCE; OPERATING SUPPORT DONORSCHOOSEORG 213 WEST 35TH STREET 2ND FLOOR NEW YORK NY 10123 134129457 501(C)(3) 25000 CULT ED IN SCHOOLS DOWNTOWN DAVIDSON PO BOX 579 DAVIDSON NC 28036 562276379 501(C)(3) 4500 CULTURAL PROJECTS & ACCESS GRANTS EASTOVER ELEMENTARY 500 CHEROKEE ROAD CHARLOTTE NC 28207 561281364 501(C)(3) 7500 DUKE SCIENCE EDUCATION FUND EPISCOPAL CHURCH OF THE HOLY COMFORTER 2701 PARK ROAD CHARLOTE NC 28209 560583148 501(C)(3) 6650 CULTURAL PROJECTS & ACCESS GRANTS FESTIVAL IN THE PARK 1409 EAST BLVD CHARLOTTE NC 28203 566087310 501(C)(3) 15000 FESTIVAL GRANTS & SPONSORSHIPS FETTUCINI BROTHERS POST OFFICE BOX 2266 HUNTERSVILLE NC 28070 501(C)(3) 300 WELLS FARGO COMMUNITY CELEBRATION FIRST BAPTIST CHURCH WEST COMMUNITY SERVICES ASSOCIATION 1801 OAKLAWN AVENUE CHARLOTTE NC 28216 900080769 501(C)(3) 5000 CULTURAL PROJECTS & ACCESS GRANTS FREEDOM SCHOOL PARTNERS PO BOX 37363 CHARLOTTE NC 28237 562169158 501(C)(3) 3085 CULT ED IN SCHOOLS GASTON ARTS COUNCIL PO BOX 242 GASTONIA NC 28053 501(C)(3) 1613 REGIONAL ARTS COUNCILS GAY MENS CHORUS OF CHARLOTTE PO BOX 560661 CHARLOTTE NC 28256 205361365 501(C)(3) 3538 TECHNICAL ASSISTANCE HAITIAN HERITAGE & FRIENDS OF HAITI 7620 RIDGEFIELD DRIVE CHARLOTTE NC 28269 800477774 501(C)(3) 1000 SPECIAL PROJECTS HARVEY B GANTT CENTER FOR AFRICAN-AMERICAN ARTS CULTURE 551 SOUTH TRYON STREET CHARLOTTE NC 28202 561152286 501(C)(3) 308376 OPERATING SUPPORT; CULT ED IN SCHOOLS; SPECIAL PROJECTS; WELLS FARGO COMMUNITY CELEBRATION; CULTURAL PROJECTS & ACCESS GRANTS HIGHLAND MILL MONTESSORI ELEMENTARY SCHOOL 3201 CLEMSON AVE CHARLOTTE NC 28205 562652326 501(C)(3) 6011 DUKE SCIENCE EDUCATION FUND HISTORIC CHARLOTTE INC 214 WEST TREMONT AVENUE STE 200 CHARLOTTE NC 28230 581967346 501(C)(3) 17500 STABILIZATION EFFORTS; SPECIAL PROJECTS HISTORIC NORTH CHARLOTTE NEIGHBORHOOD ASSOC INC 3409 RITCH AVE CHARLOTTE NC 28206 562080609 501(C)(3) 7495 SPECIAL PROJECTS HISTORIC ROSEDALE PLANTATION 3427 NORTH TRYON STREET CHARLOTTE NC 28206 561558489 501(C)(3) 16725 CULTURAL PROJECTS & ACCESS GRANTS; CULT ED IN SCHOOLS; WELLS FARGO COMMUNITY CELEBRATION HISTORIC RURAL HILL INC 4431 NECK ROAD HUNTERSVILLE NC 28078 561797334 501(C)(3) 3433 SPECIAL PROJECTS INDIA ASSOCIATION OF CHARLOTTE 3212 DEVON CROFT LN CHARLOTTE NC 282699746 561907586 501(C)(3) 5725 CULTURAL PROJECTS & ACCESS GRANTS INSPIRE THE FIRE 3811 YORKFORD DRIVE CHARLOTTE NC 28269 562403601 501(C)(3) 7500 CULTURAL PROJECTS & ACCESS GRANTS INTERNATIONAL HOUSE OF METROLINA INC 322 HAWTHORNE LANE CHARLOTTE NC 28204 581440413 501(C)(3) 7500 CULTURAL PROJECTS & ACCESS GRANTS IREDELL ARTS COUNCIL 203 S MEETING STREET STATESVILLE NC 28677 501(C)(3) 1613 REGIONAL ARTS COUNCILS JAPANESE ASSOCIATION IN CHARLOTTE 322 HAWTHORNE LANE CHARLOTTE NC 28204 581463836 501(C)(3) 3850 CULTURAL PROJECTS & ACCESS GRANTS JAZZ ARTS INITIATIVE PO BOX 32441 CHARLOTTE NC 28232 271728470 501(C)(3) 1800 WELLS FARGO COMMUNITY CELEBRATION JOHNSTON COUNTY YMCA 3025 NORTH DAVIDSON STREET CHARLOTTE NC 28205 561045299 501(C)(3) 3187 CULTURAL PROJECTS & ACCESS GRANTS LAKE NORMAN YMCA 21300 DAVIDSON STREET CORNELIUS NC 28031 561045299 501(C)(3) 5500 CULTURAL PROJECTS & ACCESS GRANTS LATIBAH COLLARD GREEN MUSEUM PO BOX 33301 CHARLOTTE NC 28233 830391540 501(C)(3) 5350 CULTURAL PROJECTS & ACCESS GRANTS LATIN AMERICAN COALITION 4938 CENTRAL AVENUE SUITE 101 CHARLOTTE NC 28205 581945776 501(C)(3) 12750 CULTURAL PROJECTS & ACCESS GRANTS; FESTIVAL GRANTS & SPONSORSHIPS; WELLS FARGO COMMUNITY CELEBRATION LATTA PLANTATION 5225 SAMPLE ROAD HUNTERSVILLE NC 28078 237296889 501(C)(3) 59726 SPECIAL PROJECTS; OPERATING SUPPORT; CULT ED IN SCHOOLS; WELLS FARGO COMMUNITY CELEBRATION LEVINE JEWISH COMMUNITY CENTER 5007 PROVIDENCE ROAD CHARLOTTE NC 28226 561100696 501(C)(3) 7500 CULTURAL PROJECTS & ACCESS GRANTS LEVINE MUSEUM OF THE NEW SOUTH 200 EAST SEVENTH STREET CHARLOTTE NC 28202 561748648 501(C)(3) 533023 OPERATING SUPPORT; TECHNICAL ASSISTANCE; CULT ED IN SCHOOLS; WELLS FARGO COMMUNITY CELEBRATION; SPECIAL PROJECTS MARTHA CONNERTONKINETIC WORKS 1609 NASSAU BLVD CHARLOTTE NC 28205 562266383 501(C)(3) 18000 SPECIAL PROJECTS; CULT ED IN SCHOOLS; WELLS FARGO COMMUNITY CELEBRATION MATTHEWS PARKS RECREATION AND CULTURAL RESOURCE DEPARTMENT 100 MCDOWELL STREET EAST MATTHEWS NC 28105 566001283 501(C)(3) 5000 CULTURAL PROJECTS & ACCESS GRANTS MATTHEWS PLAYHOUSE OF THE PERFORMING ARTS 100 MCDOWELL STREET MATTHEWS NC 28105 561937368 501(C)(3) 6000 CULTURAL PROJECTS & ACCESS GRANTS; SPECIAL PROJECTS MCCOLL CENTER FOR VISUAL ART 721 N TRYON ST CHARLOTTE NC 28202 510195015 501(C)(3) 438430 TECHNICAL ASSISTANCE; WELLS FARGO COMMUNITY CELEBRATION; CULT ED IN SCHOOLS; OPERATING SUPPORT; SPECIAL PROJECTS MCGOWAN HERMANS ALLISON 5617 MOUNTAINEER LANE CONCORD NC 28025 501(C)(3) 2000 RAPG MECKLENBURG COUNTY PARK AND RECREATION 5841 BROOKSHIRE BLVD CHARLOTTE NC 28216 566000319 501(C)(3) 4000 CULTURAL PROJECTS & ACCESS GRANTS MECKLENBURG HISTORICAL ASSOCIATION INC POBOX 35032 CHARLOTTE NC 28235 237296890 501(C)(3) 500 SPECIAL PROJECTS MECKLENBURG MINISTRIES 3900-A PARK ROAD CHARLOTTE NC 28209 561583407 501(C)(3) 2500 SPECIAL PROJECTS METROLINA THEATRE ASSOCIATION PO BOX 30861 CHARLOTTE NC 28230 562047062 501(C)(3) 8000 PARKER POE THEATRE ENDOWMENT; SPECIAL PROJECTS; CULTURAL PROJECTS & ACCESS GRANTS MINT HILL ARTS 11205 LAWYERS RD SUITE A MINT HILL NC 28227 043846871 501(C)(3) 7500 CULTURAL PROJECTS & ACCESS GRANTS MINT HILL HISTORICAL SOCIETY PO BOX 23203 MINT HILL NC 28227 561601012 501(C)(3) 2500 CULTURAL PROJECTS & ACCESS GRANTS MUSIC AT ST ALBAN'S PO BOX 970 DAVIDSON NC 28036 561087045 501(C)(3) 5725 CULTURAL PROJECTS & ACCESS GRANTS NASCAR HALL OF FAME 400 E MARTIN LUTHER KING JR BLVD CHARLOTTE NC 28202 566014760 501(C)(3) 1220 CULT ED IN SCHOOLS NICCI CANADA CO FELICIA AARON 2905 QUEEN CITY DRIVE SUITE B CHARLOTTE NC 28208 501(C)(3) 750 WELLS FARGO COMMUNITY CELEBRATION NODA SCHOOL OF ARTS PO BOX 5483 CHARLOTTE NC 28299 202918642 501(C)(3) 11125 CULTURAL PROJECTS & ACCESS GRANTS; WELLS FARGO COMMUNITY CELEBRATION; SPECIAL PROJECTS NORTH CAROLINA DANCE THEATRE 701 N TRYON STREET CHARLOTTE NC 28202 581314711 501(C)(3) 726854 OPERATING SUPPORT; SPECIAL PROJECTS; CULT ED IN SCHOOLS; WELLS FARGO COMMUNITY CELEBRATION; TECHNICAL ASSISTANCE NORTH CAROLINA SHAKESPEARE FESTIVAL PO BOX 6066 HIGH POINT NC 27262 591725095 501(C)(3) 1700 CULT ED IN SCHOOLS NORTHWEST MUSICAL THEATRE BOOSTER CLUB 1415 BEATTIES FORD ROAD CHARLOTTE NC 28216 571224083 501(C)(3) 10000 PARKER POE THEATRE ENDOWMENT ON Q PRODUCTIONS 1009 GRACE ST CHARLOTTE NC 28205 247653735 501(C)(3) 19420 STABILIZATION EFFORTS; TECHNICAL ASSISTANCE; WELLS FARGO COMMUNITY CELEBRATIO ONEAKA COLLECTIVE INC 5401 SOUTH BOULEVARD STE A286 CHARLOTTE NC 28217 263267286 501(C)(3) 7500 CULTURAL PROJECTS & ACCESS GRANTS OPERA CAROLINA TWO WELLS FARGO CENTER 301 S TRYON STREET SUITE 1550 CHARLOTTE NC 28282 566019660 501(C)(3) 511424 NEW WORKS - AT&T; OPERATING SUPPORT; WELLS FARGO COMMUNITY CELEBRATION; CULT ED IN SCHOOLS; SPECIAL PROJECTS; OPERATING SUPPORT OVER THE COUNTER IMPROV 9600 PROVIDENCE FOREST LANE CHARLOTTE NC 28270 562424458 501(C)(3) 2872 CULT ED IN SCHOOLS; WELLS FARGO COMMUNITY CELEBRATION PARTNERS FOR PARKS 1701 EAST BLVD CHARLOTTE NC 282035823 562004107 501(C)(3) 5000 DUKE SCIENCE EDUCATION FUND PLAYPLAY THEATRE COMPANY 4526 RANDOLPH ROAD 42 CHARLOTTE NC 28211 501(C)(3) 200 WELLS FARGO COMMUNITY CELEBRATION PLAYING FOR OTHERS INC PO BOX 5494 CHARLOTTE NC 28299 201426441 501(C)(3) 750 WELLS FARGO COMMUNITY CELEBRATION PLAZA MIDWOOD NEIGHBORHOOD ASSOCIATION PO BOX 9394 CHARLOTTE NC 28204 561272420 501(C)(3) 1450 CULTURAL PROJECTS & ACCESS GRANTS POLK MEMORIAL SUPPORT FUND INC PO BOX 475 PINEVILLE NC 28134 562019575 501(C)(3) 10000 CULT ED IN SCHOOLS PROVIDENCE DAY SCHOOL 5800 SARDIS ROAD CHARLOTTE NC 28270 560952382 501(C)(3) 6000 CULTURAL PROJECTS & ACCESS GRANTS PUERTO RICAN CULTURAL SOCIETY OF CHARLOTTE PO BOX 38085 CHARLOTTE NC 28278 261733961 501(C)(3) 7500 CULTURAL PROJECTS & ACCESS GRANTS QUEEN CHARLOTTE CHORUS PO BOX 11024 CHARLOTTE NC 28209 566093412 501(C)(3) 500 WELLS FARGO COMMUNITY CELEBRATION RUTHERFORD COUNTY ARTS COUNCIL 153 SHAKESPEARE DRIVE FOREST CITY NC 28043 501(C)(3) 1613 REGIONAL ARTS COUNCILS SANDY CREEK WEAVERS PO BOX 7944 ROCKY MOUNT NC 27804 238629018 501(C)(3) 3139 CULT ED IN SCHOOLS SILENT IMAGES INC PO BOX 667 MATTHEWS NC 28106 331164224 501(C)(3) 4500 SPECIAL PROJECTS; CULTURAL PROJECTS & ACCESS GRANTS SISKEY FAMILY YMCA 500 EAST MOREHEAD STREET SUITE 300 CHARLOTTE NC 28202 561045299 501(C)(3) 4000 CULTURAL PROJECTS & ACCESS GRANTS STAGEWORKS THEATRE 7110 BURLWOOD ROAD CHARLOTTE NC 28211 562002719 501(C)(3) 10000 CULT ED IN SCHOOLS STANLY COUNTY ARTS COUNCIL 141 COLLEGE DR ALBEMARLE NC 280017458 501(C)(3) 1613 REGIONAL ARTS COUNCILS THE CHARLOTTE MUSEUM OF HISTORY 3500 SHAMROCK DR CHARLOTTE NC 28215 237125613 501(C)(3) 235890 CULTURAL PROJECTS & ACCESS GRANTS;WELLS FARGO COMMUNITY CELEBRATION; CULT ED IN SCHOOLS; OPERATING SUPPORT; SPECIAL PROJECTS THE CHOIR SCHOOL AT ST PETER'S 115 WEST SEVENTH STREET CHARLOTTE NC 28202 562271723 501(C)(3) 2500 SPECIAL PROJECTS THE CIVIC & CULTURAL ARTS CENTER OF PINEVILLE P O BOX 606 316 MAIN STREET PINEVILLE NC 28134 262614862 501(C)(3) 6000 CULTURAL PROJECTS & ACCESS GRANTS THE COMMUNITY ARTS PROJECT 19725 OAK STREET UNIT 1 CORNELIUS NC 28031 582482588 501(C)(3) 16275 OPERATING SUPPORT THE LAKE NORMAN BIG BAND 19706 ONE NORMAN BLVD SUITE B134 CORNELIUS NC 28031 208370325 501(C)(3) 1900 SPECIAL PROJECTS THE LESBIAN & GAY COMMUNITY CENTER PO BOX 33535 CHARLOTTE NC 28233 562229993 501(C)(3) 2020 CULTURAL PROJECTS & ACCESS GRANTS THE LIGHT FACTORY 345 N COLLEGE ST CHARLOTTE NC 28202 510185359 501(C)(3) 158996 WELLS FARGO COMMUNITY CELEBRATION;OPERATING SUPPORT; SPECIAL PROJECTS; CULT ED IN SCHOOLS THE MINT HILL SCOTTISH SOCIETY 8215 BLAIR ROAD MINT HILL NC 28227 352230180 501(C)(3) 4320 CULTURAL PROJECTS & ACCESS GRANTS THE MINT MUSEUM 2730 RANDOLPH ROAD CHARLOTTE NC 28207 560670666 501(C)(3) 1288646 OPERATING SUPPORT; CULT ED IN SCHOOLS; TECHNICAL ASSISTANCE; WELLS FARGO COMMUNITY CELEBRATION; SPECIAL PROJECTS THE POSSIBILITY PROJECT-CHARLOTTE PO BOX 33893 CHARLOTTE NC 28233 562083002 501(C)(3) 1879 CULTURAL PROJECTS & ACCESS GRANTS THE SPEECH GARDEN INSTITUTE INC 1235-E EAST BLVS 140 CHARLOTTE NC 28203 260549273 501(C)(3) 2117 CULTURAL PROJECTS & ACCESS GRANTS THE WORLD IN OUR BACKYARD LLC 17200 BRIDGETON LANE HUNTERSVILLE NC 28078 202061586 501(C)(3) 1088 CULT ED IN SCHOOLS THEATRE CHARLOTTE 501 QUEENS ROAD CHARLOTTE NC 28207 560591306 501(C)(3) 105445 TECHNICAL ASSISTANCE; OPERATING SUPPORT; WELLS FARGO COMMUNITY CELEBRATION; SPECIAL PROJECTS THISTLEDOWN TINKERS 8215 BLAIR RD MINT HILL NC 28227 501(C)(3) 600 WELLS FARGO COMMUNITY CELEBRATION TOWN OF CORNELIUS 21445 CATAWBA AVENUE CORNELIUS NC 28031 566001209 501(C)(3) 5000 CULTURAL PROJECTS & ACCESS GRANTS TOWN OF DAVIDSON PO BOX 579 DAVIDSON NC 28036 566001212 501(C)(3) 7500 CULTURAL PROJECTS & ACCESS GRANTS TOWN OF HUNTERSVILLE PARKS & RECREATION PO BOX 2879 HUNTERSVILLE NC 28070 566001252 501(C)(3) 5000 CULTURAL PROJECTS & ACCESS GRANTS TOWN OF MINT HILL PO BOX 23457 MINT HILL NC 28227 561034572 501(C)(3) 5000 CULTURAL PROJECTS & ACCESS GRANTS TOWN OF PINEVILLE PO BOX 249 PINEVILLE NC 28134 566001310 501(C)(3) 5000 CULTURAL PROJECTS & ACCESS GRANTS TRANSIT VOCAL BAND LLC 7304 WATER WILLOW DRIVE RALEIGH NC 27617 270466234 501(C)(3) 3045 CULT ED IN SCHOOLS UNION COUNTY COMMUNITY ARTS COUNCIL PO BOX 576 MONROE NC 28111 501(C)(3) 1613 REGIONAL ARTS COUNCILS UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE 9201 UNIVERSITY CITY BOULEVARD CHARLOTTE NC 28223 560791228 501(C)(3) 20000 CULTURAL PROJECTS & ACCESS GRANTS; WELLS FARGO COMMUNITY CELEBRATION; SPECIAL PROJECTS UNIVERSITY OF NORTH CAROLINA SCHOOL OF THE ARTS FOUNDATION INC 1533 SOUTH MAIN ST WINSTONSALEM NC 27127 566064850 501(C)(3) 13850 NC SCHOOL OF THE ARTS - WACHOVIA WING HAVEN 248 RIDGEWOOD AVENUE CHARLOTTE NC 28209 561014180 501(C)(3) 25486 OPERATING SUPPORT; WELLS FARGO COMMUNITY CELEBRATION WTVI 3242 COMMONWEALTH AVENUE CHARLOTTE NC 28205 561309525 501(C)(3) 2500 SPECIAL PROJECTS 145 0 RAPG GRANTS 44 51057 FMV WELLS FARGO COMMUNITY CELEBRATION GRANT FOR DANCERS 1 500 FMV PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: ASC OPERATING SUPPORT RECIPIENTS: OPERATING SUPPORT GRANT RECIPIENTS ARE REQUIRED TO SUBMIT THE FOLLOWING DOCUMENTATION TO MONITOR THE USE OF GRANT FUNDS: SIGNED GRANT AGREEMENT - REQUIRED BEFORE FIRST PAYMENT; METRICS GRID (CREATED BY EACH ORGANIZATION LISTING THEIR TOP 3 METRICS OF SUCCESS FOR THE FISCAL YEAR) IS SUBMITTED IN JULY, UPDATED IN JANUARY, FINAL REPORT IS JULY; QUARTERLY BUDGET TO ACTUAL FINANCIALS; AUDIT OR COMPILATION OF PREVIOUS YEAR; COPIES OF BROCHURES AND MAILINGS; QUARTERLY ATTENDANCE FIGURES AND BOARD OF DIRECTORS LIST. ASC STAFF ALSO MONITORS GRANT RECIPIENTS BY CONDUCTING SITE VISITS AND CONDUCTING FACE-TO-FACE MEETINGS DURING THE AWARD YEAR. ASC PROJECT GRANT RECIPIENTS: PROJECT GRANT RECIPIENTS ARE REQUIRED TO SUBMIT THE FOLLOWING DOCUMENTATION TO MONITOR THE USE OF GRANT FUNDS: INITIAL PAPERWORK: SIGNED GRANT AGREEMENT; REVISED NARRATIVE & BUDGET (IF THE GRANTEE RECEIVED LESS THAN THE AMOUNT REQUESTED). FINAL PAPERWORK: FINAL REPORT OUTLINING ASSESSMENT AND EVALUATION; FINAL BUDGET AND PROJECT DOCUMENTATION. ADDITIONALLY, PROJECT GRANT RECIPIENTS WHO RECEIVE STATE SUB-GRANTS ARE REQUIRED TO SUBMIT ADDITIONAL PAPERWORK INCLUDING: NOTARIZED CONFLICT OF INTEREST POLICY; NOTARIZED NO OVERDUE TAX DEBT FORM; STATE GRANT CERTIFICATION & SWORN STATEMENT AND STATE GRANT COMPLIANCE REPORT. ASC STAFF ALSO PERIODICALLY MONITORS GRANT RECIPIENTS BY CONDUCTING SITE VISITS TO FUNDED PROJECTS. REGIONAL ARTIST PROJECT INVESTMENTS PROVIDE UP TO $5,000 TO INDIVIDUALS AND SMALL GROUPS OF COLLABORATING ARTISTS TO PURSUE PROJECTS THAT FURTHER ENHANCE ARTISTIC DEVELOPMENT. ELIGIBLE ARTISTS MUST RESIDE IN ONE OF THE PARTICIPATING COUNTIES LISTED BELOW. THIS PROGRAM IS FUNDED IN PART BY THE NORTH CAROLINA ARTS COUNCIL, A STATE AGENCY, THE LOCAL ARTS COUNCILS IN CABARRUS, CLEVELAND, GASTON, IREDELL, LINCOLN, ROWAN, RUTHERFORD, STANLY AND YORK (SC) COUNTIES, THE BLUMENTHAL EMERGING ARTISTS ENDOWMENT AND ASC'S ANNUAL FUND DRIVE. X X X X 0 0 0 0 0 0 0 0 0 SCOTT PROVANCHER 189927 0 36000 0 0 0 8937 0 5315 0 240179 0 0 0 MAHA GINGRICH MS. GINGRICH IS A DIRECTOR ON THE BOARD FOR THE ORGANIZATION 500 WELLS FARGO COMMUNITY CELEBRATION GRANT FOR DANCERS OF INDIA X 14 44403 DAILY AVERAGE PRICE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 THE AUDIT COMMITTEE, ASC PRESIDENT AND CFO EACH REVIEW A DRAFT OF THE 990 IN DETAIL. UPON THEIR ACCEPTANCE OF THE DOCUMENT, THE FORM 990 IS SHARED WITH THE FULL BOARD OF DIRECTORS FOR REVIEW AT LEAST ONE WEEK PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD MEMBERS AND STAFF ARE PROVIDED A COPY OF THE POLICY EACH JULY AND ASKED TO REVIEW AND SIGN THE FORM INDICATING THEY HAVE READ THE POLICY AND MADE ANY APPROPRIATE DISCLOSURES. SHOULD A CONFLICT EXIST ON A MATTER COMING TO A VOTE, THE MEMBER WITH THE CONFLICT WOULD EXCUSE HIMSELF/HERSELF FROM THE VOTE. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT'S COMPENSATION IS ESTABLISHED ANNUALLY BY THE HUMAN RESOURCES COMMITTEE OF THE BOARD OF DIRECTORS. COMPENSATION ADJUSTMENTS ARE MADE BASED ON INDIVIDUAL PERFORMANCE (AS DETERMINED THROUGH A 360 DEGREE REVIEW), MARKET CONDITIONS AND COMPARABLE NONPROFIT PEER COMPENSATION. DISCUSSIONS ARE DOCUMENTED IN THE MEETING MINUTES. THE HUMAN RESOURCES COMMITTEE ALSO ESTABLISHES THE PRESIDENT'S ANNUAL PERFORMANCE BONUS BASED ON ORGANIZATIONAL AND PERSONAL PERFORMANCE WITHIN THE GUIDELINES OF THE BONUS PROGRAM APPROVED BY THE BOARD OF DIRECTORS. THE PRESIDENT IS RESPONSIBLE FOR ESTABLISHING THE SALARIES OF HIS DIRECT REPORTS, INCLUDING KEY EMPLOYEES. COMPENSATION ADJUSTMENTS FOR KEY EMPLOYEES ARE SHARED WITH THE HR COMMITTEE TO ENSURE REASONABLENESS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 13,148. CHANGE IN BENEFICIAL INTEREST -2,054,840. TOTAL TO FORM 990, PART XI, LINE 5: -2,041,692. GREATER CHARLOTTE CULTURAL TRUST 217 S TRYON STREET CHARLOTTE NC 28202 820576292 ENDOWMENT INVESTMENT & ADMINISTRATION NC 501(C)(3) 11A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0