BELK FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BELK FOUNDATION (EIN 27-0237197)
- Tax period
- 2024-06-01 to 2025-05-31
- Filed
- 2026-04-11
- IRS object ID
- 202631019349100103
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Reduction Explanation Statement
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-11T06:35:10-05:00 | ReturnTs |
| Tax Period End | 2025-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 991856619 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1415 VANTAGE PARK DRIVE SUITE 500 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 270237197 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BELK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BELK | BusinessNameControlTxt |
| Phone | 2489353186 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6832 CARNEGIE BLVD STE 100 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28211 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEVELYN BONNER-REED | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 7044612792 | PhoneNum |
| Signature | 2026-04-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELE N MELCHIOR | PreparerPersonNm |
| PTIN | P00488037 | PTIN |
| Phone | 7046323500 | PhoneNum |
| Preparation | 2026-04-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $55,362,493 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $25,718 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $25,718 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $500,905 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $932,340 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,187,989 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,223,882 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,223,882 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $18,700 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,714,612 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,200,640 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $177,902 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $35,580 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $142,321 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $112,673 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $11,486 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $100,587 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $43,428 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $6,488 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $36,940 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $27,210 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $18,660 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $8,550 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $167,205 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $153,575 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $13,630 | OtherProfFeesDsbrsChrtblAmt |
| Interest Net Invst Incm | $50,569 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $20,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $18,223 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $55,905 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $11,181 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $44,724 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $26,528 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $990 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $25,538 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $51,677 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $84,244 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $37,999 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $682,528 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $390,996 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $410,289 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,105,024 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,105,024 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,787,552 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $390,996 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,515,313 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$72,940 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,809,644 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $135,893 | CashBOYAmt |
| Cash EOY | $270,198 | CashEOYAmt |
| Cash EOYFMV | $270,198 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $52,487 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $457,377 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $457,377 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $42,726,606 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $42,126,455 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $54,634,918 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $42,914,986 | TotalAssetsBOYAmt |
| Total Assets EOY | $42,854,030 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $55,362,493 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $92 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $11,521 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $131 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $386 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $223 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,907 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $42,914,763 | RetainedEarningBOYAmt |
| Retained Earning EOY | $42,842,123 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $42,914,763 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $42,842,123 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $42,914,986 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $42,854,030 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $42,914,763 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$72,940 | ExcessRevenueOverExpensesAmt |
| Other Increases | $300 | OtherIncreasesAmt |
| Subtotal | $42,842,123 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $42,842,123 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| TOTAL FROM PASS THROUGH INVESTMENTS | P | $1,018,218 | $1,018,218 | $1,018,218 |
| CAPITAL GAIN DISTRIBUTIONS | P | $2,187,989 | $2,187,989 | $2,187,989 |
| SUSPENDED LOSS ADJ | P | $17,675 | $17,675 | $17,675 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,223,882 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $52,954 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $52,954 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $52,954 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $56,206 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $76,206 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $23,252 | OverpaymentAmt |
| Applied To ES Tax | $23,252 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTP://WWW.BELKFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | JEVELYN BONNER-REED | IndividualWithBooksNm |
| Phone | 2489353186 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6832 CARNEGIE BLVD STE 100 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28211 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JEVELYN D BONNER-REED | ||||||||
| 6832 CARNEGIE BLVD STE 100 | CHARLOTTE | NC | 28211 | EXECUTIVE DIRECTOR | 40.00 | $172,720 | $5,181 | $0 |
| JOHN R BELK | ||||||||
| 6832 CARNEGIE BLVD STE 100 | CHARLOTTE | NC | 28211 | CHAIR, BOARD OF DIRECTORS | 10.00 | $0 | $0 | $0 |
| THOMAS M BELK JR | ||||||||
| 6832 CARNEGIE BLVD STE 100 | CHARLOTTE | NC | 28211 | VICE CHAIR, BOARD OF DIRECTORS | 1.00 | $0 | $0 | $0 |
| JAMES WILLIAMS | ||||||||
| 6832 CARNEGIE BLVD STE 100 | CHARLOTTE | NC | 28211 | TREASURER AND SECRETARY, BOARD OF DIR. | 1.00 | $0 | $0 | $0 |
| ROBERT BELK | ||||||||
| 6832 CARNEGIE BLVD STE 100 | CHARLOTTE | NC | 28211 | MEMBER, BOARD OF DIRECTORS | 1.00 | $0 | $0 | $0 |
| MARY CLAUDIA BELK PILON | ||||||||
| 6832 CARNEGIE BLVD STE 100 | CHARLOTTE | NC | 28211 | MEMBER, BOARD OF DIRECTORS | 1.00 | $0 | $0 | $0 |
| CARMEN CONCEPCION | ||||||||
| 6832 CARNEGIE BLVD STE 100 | CHARLOTTE | NC | 28211 | MEMBER, BOARD OF DIRECTORS | 1.00 | $0 | $0 | $0 |
| ANNA ELLIOTT | ||||||||
| 6832 CARNEGIE BLVD STE 100 | CHARLOTTE | NC | 28211 | MEMBER, BOARD OF DIRECTORS | 1.00 | $0 | $0 | $0 |
| MARY MACK | ||||||||
| 6832 CARNEGIE BLVD STE 100 | CHARLOTTE | NC | 28211 | MEMBER, BOARD OF DIRECTORS | 1.00 | $0 | $0 | $0 |
| KATHERINE B MORRIS | ||||||||
| 6832 CARNEGIE BLVD STE 100 | CHARLOTTE | NC | 28211 | MEMBER, BOARD OF DIRECTORS | 1.00 | $0 | $0 | $0 |
| BRANDY NELSON | ||||||||
| 6832 CARNEGIE BLVD STE 100 | CHARLOTTE | NC | 28211 | MEMBER, BOARD OF DIRECTORS | 1.00 | $0 | $0 | $0 |
| REBECCA TANNER | ||||||||
| 6832 CARNEGIE BLVD STE 100 | CHARLOTTE | NC | 28211 | MEMBER, BOARD OF DIRECTORS | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMY JACKSON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6832 CARNEGIE BLVD STE 100 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28211 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PROGRAM OFFICER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 30.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $65,317 | CompensationAmt |
| Employee Benefits | $1,960 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRIME BUCHHOLZ | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 273 CORPORATE DRIVE STE 250 | AddressLine1Txt |
| City | PORTSMOUTH | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MGR. | ServiceTypeTxt |
| Compensation | $146,097 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $49,769,119 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $953,570 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,000,107 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $51,722,796 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $238,036 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $51,722,796 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $775,842 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $50,946,954 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,547,348 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,547,348 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $52,954 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $52,954 | TotalTaxAmt |
| Distributable Before Adj | $2,494,394 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,494,394 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,494,394 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,515,313 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,515,313 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,494,394 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,385,289 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,515,313 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,385,289 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $130,024 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $2,364,370 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN INSTITUTES FOR RESEARCH IN THE BEHAVIORAL SCIENCES | |||||||
| 1400 CRYSTAL DR 10TH FLR | ARLINGTON | VA | 22202 | N/A | PC | PROGRAM SUPPORT FOR THE DISSEMINATION ACROSS NC OF A RESEARCH-PRACTICE PARTNERSHIP EXAMINING THE ACADEMIC RECOVERY OF STUDENTS THROUGH TUTORING AND SUMMER SCHOOL PROGRAMS IN GUILFORD COUNTY SCHOOLS AND MORE THAN 10 OTHER URBAN DISTRICTS. | $49,605 |
| APPALACHIAN STATE UNIVERSITY FOUNDATION INC | |||||||
| ASU BOX 32064 MCKINNEY ALUMNI CTR | BOONE | NC | 28608 | N/A | PC | PROGRAM SUPPORT FOR CLINICAL INTERNS AND EARLY FIELD EXPERIENCE INTERNS IMPACTED BY HURRICANE HELENE. | $25,000 |
| AUGUSTINE LITERACY PROJECT-CHARLOTTE | |||||||
| 115 W 7TH ST | CHARLOTTE | NC | 28202 | N/A | PC | PROGRAM SUPPORT FOR EXPANDED CURRICULUM THAT WILL INCLUDE NEW LESSONS DESIGNED TO MEET THE NEEDS OF MULTILINGUAL LEARNERS. | $25,000 |
| AUGUSTINE LITERACY PROJECT-CHARLOTTE | |||||||
| 115 W 7TH ST | CHARLOTTE | NC | 28202 | N/A | PC | GENERAL OPERATING SUPPORT TO PROVIDE INTENSIVE TUTORING TO ASPIRING 1ST - 3RD GRADE READERS WHO ARE BEHIND IN READING. | $50,000 |
| CENTER FOR RACIAL EQUITY IN EDUCATION | |||||||
| 3424 ASHLEY VIEW DR | CHARLOTTE | NC | 28213 | N/A | PC | PROGRAM SUPPORT FOR PROFESSIONAL DEVELOPMENT PROGRAMS THAT BUILD CAPACITY, KNOWLEDGE, AND SUPPORT TO INCREASE TEACHER RETENTION. | $25,000 |
| CHARLOTTE SPEECH AND HEARING CENTER INC | |||||||
| 817 E MOREHEAD ST STE 100 | CHARLOTTE | NC | 28202 | N/A | PC | PROGRAM SUPPORT FOR CLINICIANS TO PROVIDE INDIVIDUALIZED SUPPORT TO EMERGING READERS IN K-3RD GRADES TO BUILD VOCABULARY AND LANGUAGE EXPRESSION. | $27,500 |
| CMS FOUNDATION (GENERAL OPERATING) | |||||||
| 4421 STUART ANDREW BLVD | CHARLOTTE | NC | 28217 | N/A | PC | GENERAL OPERATING SUPPORT FOR EDUCATIONAL PROGRAMS; A BOARD/COMMITTEE RECOGNITION GRANT. | $5,000 |
| CMS FOUNDATION (TEACHER INNOVATION) | |||||||
| 4421 STUART ANDREW BLVD | CHARLOTTE | NC | 28217 | N/A | PC | PROGRAM SUPPORT FOR COACHING AND PROJECT PLANNING FOR SCHOOLS AND TEACHER-LED TEAMS PARTICIPATING IN THE CMS FOUNDATION INNOVATION CENTER. | $50,000 |
| CMS FOUNDATION (TEACHER RESIDENCY) | |||||||
| 4421 STUART ANDREW BLVD | CHARLOTTE | NC | 28217 | N/A | PC | PROGRAM SUPPORT FOR THE CMS TEACHING RESIDENCY, WITH A GOAL OF INCREASING THE LICENSING OF NON-TRADITIONAL TEACHERS. | $50,000 |
| CMS FOUNDATION (NBCT & TLP) | |||||||
| 4421 STUART ANDREW BLVD STE 100 | CHARLOTTE | NC | 28217 | N/A | PC | PROGRAM SUPPORT TO INCREASE THE NUMBER OF NATIONAL BOARD CERTIFIED TEACHERS AND REVAMP THE TEACHER LEADER PATHWAY PROFESSIONAL DEVELOPMENT CURRICULUM. | $125,000 |
| COMMUNITIES IN SCHOOLS OF CHARLOTTE-MECKLENBURG INC | |||||||
| 601 E 5TH ST STE 300 | CHARLOTTE | NC | 28202 | N/A | PC | PROGRAM SUPPORT FOR AN EXPANDED ELEMENTARY FOOTPRINT AND ENHANCED PROGRAMMING TO PROVIDE MECKLENBURG COUNTY STUDENTS WITH A STRONG FOUNDATION FOR ACADEMIC SUCCESS. | $60,000 |
| EAST CAROLINA UNIVERSITY FOUNDATION INC | |||||||
| 2200 CHARLES BLVD | GREENVILLE | NC | 27858 | N/A | PC | PROGRAM SUPPORT FOR A 4-YEAR STUDY EXPLORING THE IMPACT OF BURNOUT AND HOW IT CAN BE MITIGATED FOR PRESERVICE AND EARLY CAREER TEACHERS. | $120,462 |
| EDUCATIONNC | |||||||
| PO BOX 1636 | RALEIGH | NC | 27602 | N/A | PC | GENERAL OPERATING SUPPORT FOR EDNC TO REPORT ON POLICY MAKERS AND LEVERS INFLUENCING SYSTEMS CHANGE IN EDUCATION. | $30,000 |
| FOUNDATION FOR THE CAROLINAS | |||||||
| 220 N TRYON ST | CHARLOTTE | NC | 28202 | N/A | PC | GENERAL OPERATING SUPPORT FOR READ CHARLOTTE, A COMMUNITY INITIATIVE TO IMPROVE EARLY LITERACY IN CHARLOTTE-MECKLENBURG. | $150,000 |
| FOUNDATION OF THE UNIVERSITY OF NORTH CAROLINA CHARLOTTE (STUDENT TEACHERS) | |||||||
| 9201 UNIVERSITY CITY BLVD REESE 411 | CHARLOTTE | NC | 28223 | N/A | PC | STRENGTHENING TEACHERS AND LEADERS: PROGRAM SUPPORT FOR PROFESSIONAL DEVELOPMENT AND NETWORKING OPPORTUNITIES FOR TEACHER CANDIDATES PARTICIPATING IN THE MENTOR PROGRAM. | $25,000 |
| FOUNDATION OF THE UNIVERSITY OF NORTH CAROLINA CHARLOTTE (TUTORING) | |||||||
| 9201 UNIVERSITY CITY BLVD REESE 411 | CHARLOTTE | NC | 28223 | N/A | PC | PROGRAM SUPPORT FOR TEACHER CANDIDATES TO HAVE A HIGH QUALITY CLINICAL EXPERIENCE BY TUTORING K-5 GRADE CMS STUDENTS IN FOUNDATIONAL READING. | $122,439 |
| FREEDOM SCHOOL PARTNERS INC | |||||||
| PO BOX 37363 | CHARLOTTE | NC | 28237 | N/A | PC | PROGRAM SUPPORT FOR THE FREEDOM SCHOOL SUMMER PROGRAM TO STOP LEARNING LOSS AND CREATE PASSIONATE READERS. | $50,000 |
| HEART MATH TUTORING INC | |||||||
| PO BOX 30623 | CHARLOTTE | NC | 28230 | N/A | PC | GENERAL OPERATING SUPPORT TO HELP ELEMENTARY SCHOOL STUDENTS BUILD CRITICAL FOUNDATIONAL MATH SKILLS AND ACADEMIC CONFIDENCE. | $100,000 |
| INTERNATIONAL HOUSE OF METROLINA INC | |||||||
| 1611 E 7TH ST | CHARLOTTE | NC | 28204 | N/A | PC | PROGRAM SUPPORT FOR MULTI-LANGUAGE LEARNERS TO RECEIVE LITERACY TUTORING AFTER SCHOOL AND DURING THE SUMMER MONTHS. | $80,000 |
| KIPP NORTH CAROLINA PUBLIC SCHOOLS INC | |||||||
| 1107 HOLLOWAY ST | DURHAM | NC | 27701 | N/A | PC | PROGRAM SUPPORT FOR LAUNCHING KIPP NC TEACHER U, THE FIRST EDUCATOR PREPARATION PROGRAM APPROVED BY THE STATE OF NORTH CAROLINA AT A PUBLIC CHARTER SCHOOL. | $40,000 |
| LATINX EDUCATION CENTER | |||||||
| PO BOX 891 | SILER CITY | NC | 27344 | N/A | PC | GENERAL OPERATING SUPPORT FOR LATINXED TO WORK WITH CURRENT AND FUTURE EDUCATORS BY BUILDING A NETWORK THROUGH THEIR COMMUNITY OF PRACTICE AND COACHING SUPPORT. | $50,000 |
| MYFUTURENC | |||||||
| PO BOX 26246 | RALEIGH | NC | 27611 | N/A | PC | GENERAL OPERATING SUPPORT FOR MYFUTURENC TO ENSURE 2 MILLION NORTH CAROLINIANS HAVE A HIGH-QUALITY CREDENTIAL OR POSTSECONDARY DEGREE BY 2030. | $25,000 |
| NATIONAL ALUMNAE ASSOCIATION OF SPELMAN COLLEGE | |||||||
| PO BOX 42828 | ATLANTA | GA | 30311 | N/A | PC | SCHOLARSHIPS TO LOCAL GRADUATES MATRICULATING TO SPELMAN COLLEGE; A BOARD/COMMITTEE RECOGNITION GRANT. | $5,000 |
| NATIONAL BLACK CHILD DEVELOPMENT INSTITUTE-CAROLINAS | |||||||
| 7209 E WT HARRIS BLVD STE J 276 | CHARLOTTE | NC | 28227 | N/A | PC | PROGRAM SUPPORT FOR THE FAMILY EMPOWERMENT PROGRAM TO BUILD THE CAPACITY OF PARENTS AND CAREGIVERS. | $68,000 |
| NATIONAL COUNCIL ON TEACHER QUALITY | |||||||
| 1032 15TH ST NW 242 | WASHINGTON | DC | 20005 | N/A | PC | PROGRAM SUPPORT TO ADVANCE ELEMENTARY LITERACY AND TEACHER DIVERSITY IN NORTH CAROLINA THROUGH STAKEHOLDER ENGAGEMENT AND POLICY IMPROVEMENT. | $50,000 |
| NC ALLIANCE FOR SCHOOL LEADERSHIP DEVELOPMENT | |||||||
| PO BOX 28148 | RALEIGH | NC | 27611 | N/A | PC | PROGRAM SUPPORT FOR THE ASSISTANT PRINCIPAL LEADERSHIP ACCELERATOR PROGRAM. | $20,000 |
| NC ALLIANCE FOR SCHOOL LEADERSHIP DEVELOPMENT | |||||||
| PO BOX 28148 | RALEIGH | NC | 27611 | N/A | PC | PROGRAM SUPPORT TO CREATE AND IMPLEMENT THE EARLY CAREER PRINCIPALS ACADEMY, A STATEWIDE LEADERSHIP DEVELOPMENT INITIATIVE FOR EARLY-CAREER PUBLIC SCHOOL PRINCIPALS. | $35,000 |
| NORTH CAROLINA BUSINESS LEADERS FOR EDUCATION | |||||||
| 501 SAS CAMPUS DR BLDG V | CARY | NC | 27513 | N/A | PC | GENERAL OPERATING SUPPORT FOR TRANSFORMING NORTH CAROLINA EDUCATION THROUGH STATE POLICY AND ADVOCACY. | $45,000 |
| NORTH CAROLINA BUSINESS LEADERS FOR EDUCATION | |||||||
| 501 SAS CAMPUS DR BLDG V | CARY | NC | 27513 | N/A | PC | PROGRAM SUPPORT FOR THE CONTINUED ADVOCACY FOR REFORM OF TEACHER COMPENSATION, LICENSURE, AND DEVELOPMENT. | $50,000 |
| NORTH CAROLINA EDUCATION CORPS | |||||||
| 2409 CRABTREE BLVD STE 107 | RALEIGH | NC | 27604 | N/A | PC | PROGRAM SUPPORT FOR A HIGH-IMPACT K-3 LITERACY TUTORING PARTNERSHIP WITH WATAUGA COUNTY SCHOOLS. | $50,000 |
| OURBRIDGE INC | |||||||
| 3925 WILLARD FARROW DR | CHARLOTTE | NC | 28215 | N/A | PC | GENERAL OPERATING SUPPORT FOR AN AFTERSCHOOL PROGRAM WITH A FOCUS ON LITERACY FOR CHILDREN FROM TITLE I CMS SCHOOLS. | $50,000 |
| PROFOUND LADIES INC | |||||||
| 555 FAYETTEVILLE ST STE 300 | RALEIGH | NC | 27601 | N/A | PC | GENERAL OPERATING SUPPORT TO INCREASE THE RETENTION, EFFECTIVENESS, AND LEADERSHIP OF WOMEN EDUCATORS OF COLOR THROUGH MENTORSHIP, PROFESSIONAL DEVELOPMENT, AND WELLNESS SUPPORT. | $25,000 |
| PUBLIC SCHOOL FORUM OF NORTH CAROLINA INC | |||||||
| 501 SAS CAMPUS DR 4TH FLR | CARY | NC | 27513 | N/A | PC | PROGRAM SUPPORT FOR THE DRIVE INITIATIVE TO STRENGTHEN TEACHING AND LEADERSHIP VIA REGIONAL COLLABORATION ON STAFFING FOR A DIVERSE EDUCATOR WORKFORCE. | $25,000 |
| QUEENS UNIVERSITY OF CHARLOTTE | |||||||
| 1900 SELWYN AVE | CHARLOTTE | NC | 28274 | N/A | PC | PROGRAM SUPPORT FOR QUEENS SCHOOL EXECUTIVE LEADERSHIP ACADEMY (SELA), A PROGRAM THAT PREPARES NEW SCHOOL LEADERS AND PRINCIPALS. | $35,000 |
| TEACH FOR AMERICA INC | |||||||
| PO BOX 11649 | CHARLOTTE | NC | 28220 | N/A | PC | PROGRAM SUPPORT FOR RECRUITING, TRAINING, AND DEVELOPING IMPACT-DRIVEN TEACHERS AND LEADERS. TEACH FOR AMERICA SUPPORTS FIRST- AND SECOND-YEAR TEACHERS WHO TEACH SOME OF THE MOST VULNERABLE STUDENTS IN HIGHEST NEED CLASSROOMS. | $100,000 |
| UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE | |||||||
| 9201 UNIVERSITY CITY BLVD | CHARLOTTE | NC | 28223 | N/A | PC | PROGRAM SUPPORT TO PROVIDE EDUCATIONAL PROGRAMMING AND INTEGRATED CLINICAL EXPERIENCES FOR TEACHER CANDIDATES TO CREATE THE FIRST EVER INCLUSIVE EDUCATION MINOR IN NORTH CAROLINA. | $72,018 |
| UNIVERSITY OF NORTH CAROLINA SYSTEM OFFICE | |||||||
| 223 S WEST ST STE 1800 | RALEIGH | NC | 27603 | N/A | PC | PROGRAM SUPPORT FOR BUILDING AND FACILITATING A REGIONAL COACHING MODEL TO SUPPORT THE LEADERSHIP DEVELOPMENT OF LAB SCHOOL PRINCIPALS STATEWIDE. | $25,000 |
| URBANPROMISE CHARLOTTE | |||||||
| PO BOX 12213 | CHARLOTTE | NC | 28220 | N/A | PC | GENERAL OPERATING SUPPORT FOR A YEAR-ROUND PROGRAM FOR LOW-INCOME STUDENTS THAT PROVIDES OUT-OF-SCHOOL-TIME ACADEMIC AND SPIRITUAL DEVELOPMENT. | $65,000 |
| WATAUGA EDUCATION FOUNDATION INC | |||||||
| 175 PIONEER TRL | BOONE | NC | 28607 | N/A | PC | PROGRAM SUPPORT FOR WATAUGA COUNTY SCHOOLS TO EXPAND ITS SUMMER LITERACY CAMP, ADDRESSING LEARNING LOSS CAUSED BY HURRICANE HELENE FOR CHILDREN IN K-3 GRADES. | $25,000 |
| YMCA OF GREATER CHARLOTTE | |||||||
| 400 E MOREHEAD ST | CHARLOTTE | NC | 28202 | N/A | PC | PROGRAM SUPPORT FOR Y READERS YEAR-ROUND PROGRAMMING TO ACCELERATE LITERACY GROWTH FOR KINDERGARTEN THROUGH THIRD GRADE STUDENTS IN CMS. | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,105,024 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| EAST CAROLINA UNIVERSITY FOUNDATION INC | |||||||
| 2200 CHARLES BLVD | GREENVILLE | NC | 27858 | N/A | PC | PROGRAM SUPPORT FOR A 4-YEAR STUDY EXPLORING THE IMPACT OF BURNOUT AND HOW IT CAN BE MITIGATED FOR PRESERVICE AND EARLY CAREER TEACHERS. | $129,665 |
| FOUNDATION FOR THE CAROLINAS | |||||||
| 220 N TRYON ST | CHARLOTTE | NC | 28202 | N/A | PC | GENERAL OPERATING SUPPORT FOR READ CHARLOTTE, A COMMUNITY INITIATIVE TO IMPROVE EARLY LITERACY IN CHARLOTTE-MECKLENBURG. | $150,000 |
| FOUNDATION OF THE UNIVERSITY OF NORTH CAROLINA CHARLOTTE (STUDENT TEACHERS) | |||||||
| 9201 UNIVERSITY CITY BLVD REESE 411 | CHARLOTTE | NC | 28223 | N/A | PC | STRENGTHENING TEACHERS AND LEADERS: PROGRAM SUPPORT FOR PROFESSIONAL DEVELOPMENT AND NETWORKING OPPORTUNITIES FOR TEACHER CANDIDATES PARTICIPATING IN THE MENTOR PROGRAM. | $20,000 |
| FOUNDATION OF THE UNIVERSITY OF NORTH CAROLINA CHARLOTTE (TUTORING) | |||||||
| 9201 UNIVERSITY CITY BLVD REESE 411 | CHARLOTTE | NC | 28223 | N/A | PC | PROGRAM SUPPORT FOR TEACHER CANDIDATES TO HAVE A HIGH QUALITY CLINICAL EXPERIENCE BY TUTORING K-5 GRADE CMS STUDENTS IN FOUNDATIONAL READING. | $133,569 |
| FREEDOM SCHOOL PARTNERS INC | |||||||
| PO BOX 37363 | CHARLOTTE | NC | 28237 | N/A | PC | PROGRAM SUPPORT FOR THE FREEDOM SCHOOL SUMMER PROGRAM TO STOP LEARNING LOSS AND CREATE PASSIONATE READERS. | $50,000 |
| HEART MATH TUTORING INC | |||||||
| PO BOX 30623 | CHARLOTTE | NC | 28230 | N/A | PC | GENERAL OPERATING SUPPORT TO HELP ELEMENTARY SCHOOL STUDENTS BUILD CRITICAL FOUNDATIONAL MATH SKILLS AND ACADEMIC CONFIDENCE. | $100,000 |
| LATINX EDUCATION CENTER | |||||||
| PO BOX 891 | SILER CITY | NC | 27344 | N/A | PC | GENERAL OPERATING SUPPORT FOR LATINXED TO WORK WITH CURRENT AND FUTURE EDUCATORS BY BUILDING A NETWORK THROUGH THEIR COMMUNITY OF PRACTICE AND COACHING SUPPORT. | $50,000 |
| MYFUTURENC | |||||||
| PO BOX 26246 | RALEIGH | NC | 27611 | N/A | PC | GENERAL OPERATING SUPPORT FOR MYFUTURENC TO ENSURE 2 MILLION NORTH CAROLINIANS HAVE A HIGH-QUALITY CREDENTIAL OR POSTSECONDARY DEGREE BY 2030. | $25,000 |
| NORTH CAROLINA BUSINESS LEADERS FOR EDUCATION | |||||||
| 501 SAS CAMPUS DR BLDG V | CARY | NC | 27513 | N/A | PC | GENERAL OPERATING SUPPORT FOR TRANSFORMING NORTH CAROLINA EDUCATION THROUGH STATE POLICY AND ADVOCACY. | $45,000 |
| NORTH CAROLINA BUSINESS LEADERS FOR EDUCATION | |||||||
| 501 SAS CAMPUS DR BLDG V | CARY | NC | 27513 | N/A | PC | PROGRAM SUPPORT FOR THE CONTINUED ADVOCACY FOR REFORM OF TEACHER COMPENSATION, LICENSURE, AND DEVELOPMENT. | $50,000 |
| PROFOUND LADIES INC | |||||||
| 555 FAYETTEVILLE ST STE 300 | RALEIGH | NC | 27601 | N/A | PC | GENERAL OPERATING SUPPORT TO INCREASE THE RETENTION, EFFECTIVENESS, AND LEADERSHIP OF WOMEN EDUCATORS OF COLOR THROUGH MENTORSHIP, PROFESSIONAL DEVELOPMENT, AND WELLNESS SUPPORT. | $25,000 |
| UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE | |||||||
| 9201 UNIVERSITY CITY BLVD | CHARLOTTE | NC | 28223 | N/A | PC | PROGRAM SUPPORT TO PROVIDE EDUCATIONAL PROGRAMMING AND INTEGRATED CLINICAL EXPERIENCES FOR TEACHER CANDIDATES TO CREATE THE FIRST EVER INCLUSIVE EDUCATION MINOR IN NORTH CAROLINA. | $72,018 |
| URBANPROMISE CHARLOTTE | |||||||
| PO BOX 12213 | CHARLOTTE | NC | 28220 | N/A | PC | GENERAL OPERATING SUPPORT FOR A YEAR-ROUND PROGRAM FOR LOW-INCOME STUDENTS THAT PROVIDES OUT-OF-SCHOOL-TIME ACADEMIC AND SPIRITUAL DEVELOPMENT. | $65,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $915,252 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,718 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $500,905 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,187,989 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INVESTMENT LOSS | Desc |
| Unrelated Business Taxbl Incm | -$6,062 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,062 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$6,062 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,720,674 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,714,612 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $27,210 | Amt |
| Net Investment Income | $18,660 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $8,550 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (20 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | $18,802,127 | $24,023,564 |
| SSGA REAL ASSET NL CTF | AT COST | $3,289,023 | $4,719,651 |
| WELLINGTON - GLOBAL RESEARCH | AT COST | $3,000,000 | $4,316,655 |
| EMINENCE FUND OFFSHORE | AT COST | $2,134,648 | $2,440,444 |
| LONE CASCADE LP | AT COST | $2,000,000 | $3,256,894 |
| LOGAN LENDER, LP | AT COST | $1,665,629 | $952,143 |
| BAXTER STREET OFFSHORE FUND LTD | AT COST | $1,662,241 | $2,376,095 |
| IFP GLOBAL | AT COST | $1,070,830 | $2,280,942 |
| PALESTRA CAPITAL OFFSHORE FUND LTD | AT COST | $1,039,247 | $1,268,690 |
| SILVERPOINT OFFSHORE FUND | AT COST | $1,000,000 | $1,064,891 |
| 140 SUMMER PRTNRS OFF FD LTD | AT COST | $1,000,000 | $977,917 |
| POLUNIN | AT COST | $983,463 | $1,280,324 |
| ETF VENTURE FUND II, LP | AT COST | $847,258 | $47,964 |
| VARDE CREDIT PARTNERS OFFSHORE | AT COST | $730,953 | $1,004,008 |
| NUT TREE | AT COST | $624,356 | $1,098,926 |
| SOUTHPOINT QUALIFIED OFFSHORE FD | AT COST | $585,743 | $1,121,976 |
| SILVER POINT SPEC CR III OFFSHORE | AT COST | $557,371 | $591,703 |
| SEG PARTNERS OFFSHORE LTD | AT COST | $477,808 | $976,159 |
| KLINE HILL PRTNRS OFFS FEEDER V SCA | AT COST | $360,758 | $535,023 |
| RCP MULTI-STRATEGY CAYMAN FDER II LP | AT COST | $295,000 | $300,949 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| GRANTS MGMT SYSTEM SUPPORT | $21,890 | $0 | $0 | $12,695 |
| OTHER EXPENSES | $12,857 | $2,343 | $0 | $10,514 |
| MEMBERSHIP FEES | $5,855 | $0 | $0 | $5,855 |
| INFORMATION TECHNOLOGY | $5,681 | $1,136 | $0 | $4,544 |
| OFFICE SUPPLIES | $3,011 | $602 | $0 | $2,409 |
| PAYROLL SERVICE FEES | $1,526 | $305 | $0 | $1,221 |
| INSURANCE | $482 | $96 | $0 | $386 |
| BOOKS, SUBSCRIPTIONS, REFERENCE | $375 | $0 | $0 | $375 |
| PARTNERSHIP EXPENSES | $0 | $79,762 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERHSIP INVESTMENT GAIN | Desc |
| Revenue And Expenses Per Books | $0 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $18,700 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN VALUE OF INVESTMENTS | Desc |
| Amt | $300 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER LIABILITIES | Desc |
| BOY Book Value | $131 | BOYBookValueAmt |
| EOY Book Value | $386 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONTRACTED SERVICES | $21,108 | $7,478 | $0 | $13,630 |
| INVESTMENT FEES | $146,097 | $146,097 | $0 | $0 |
Reduction Explanation Statement ReductionExplanationStatement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | 1) THE DESCRIPTION OF ASSETS: 7.2 PERCENT LIMITED PARTNERSHIP INTEREST IN LOGAN LENDER LP2) THE FAIR MARKET VALUE OF THE SECURITIES PRIOR TO THE VALUATION DISCOUNT: $1,190,179.3) PERCENTAGE OF THE TOTAL ISSUED AND OUTSTANDING SECURITIES OF THE SAME CLASS REPRESENTED BY THE FOUNDATION'S HOLDINGS: NOT APPLICABLE4) AMOUNT OF DISCOUNT CLAIMED: $238,0365) EXPLANATION OF WHY THE CLAIMED DISCOUNT IS APPROPRIATE IN VALUING THE SECURITIES:DUE TO THE PRIVATELY HELD NATURE OF THE LIMITED PARTNERSHIP INVESTMENT, THE NON-MARKETABLE MINORITY DISCOUNT IS NECESSARY DUE TO THE RELATIVE LACK OF CONTROL AND RELATIVE LACK OF MARKETABILITY. THE DISCOUNTED FMV IS SUPPORTED BY AN INDEPENDENT VALUATION OF THE UNDERLYING ASSETS AND APPRAISAL REVIEW OF THE DISCOUNT FOR REASONABLENESS. | ShortExplanationTxt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXCISE/UBI TAXES | $20,000 | $0 | $0 | $0 |
| FOREIGN TAXES | $0 | $18,223 | $0 | $0 |
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