NonprofitsSocial Venture Partners Charlotte Inc

Philanthropy, Voluntarism & Grantmaking Foundations

Social Venture Partners Charlotte Inc

CHARLOTTE, NC

Total revenue

$476K

Total expenses

$415K

Net assets

$440K

Grants received

$576K

45 grants

EIN

202745238

Tax year

2024

Mission

Social Venture Partners Charlotte invests in and strengthens innovative nonprofits who are tackling our communitys greatest challenges by leveraging a network of engaged philanthropists.

Programs

2 programs

Investee Grant Portfolio - In 2024, Social Venture Partners provided strategic capacity building support and $60,000 in total unrestricted grantfunding to three local nonprofits. SVP Partners supported these nonprofits in critical capacity building areas including staff transitions, ongoing advisory support and completing fundraising assessments to strengthen sustainability. Additional support included guidance on facilities and logistics, such as a lease review and information for critical vehicles. SVP also provided extensive board development services to help recruit new directors and increase board engagement. Examples include creating job descriptions, reviewing bylaws and facilitating board training workshops. Two advisory projects guided strategic planning and board evolution efforts.

Expenses: $137KGrants: $60K

Spark Team: Provide SEED20 and Investee nonprofit alumni with pro-bono consulting with a focus on knowledge transfer and capacity building. Support is provided in the areas for Strategy/Governance, Marketing/Communication, Technology/Operations, Fundraising, and Finance & Accounting. Completed 10 projects for local nonprofits with 30 volunteer Partners, totalling 564 skilled partner volunteer hours.

Expenses: $77K

Financials

FY 2024

Revenue

Contributions & grants$328K
Program service revenue$137K
Investment income$9K
Other revenue$2K
Total revenue$476K

Expenses

Grants paid$110K
Salaries & benefits$231K
Fundraising
Other expenses$74K
Total expenses$415K
Total assets$440K
Net assets$440K

People

10 listed

NameRoleCompensation

Kristin Beck

Executive Dir.

Board

$93K

40 hrs/wk

Scott Brennan

Vice Chairman

Board

1 hrs/wk

Scott Leo

Chairman

Board

1 hrs/wk

Bleema Bershad

Secretary

Board

1 hrs/wk

Adam Wassell

Director

Board

1 hrs/wk

David Crane

Director

Board

1 hrs/wk

Denise Burkard

Director

Board

1 hrs/wk

Lea Fitzpatrick

Treasurer

Board

1 hrs/wk

Bill Martin

Director

Board

1 hrs/wk

Michele Juliana

Director

Board

1 hrs/wk

Grants received

Showing 45 of 45

FromAmountPurposeYear
$30K
EDUCATION AND SUPPORT FOR NONPROFIT
2024
$23K
GENERAL
2024
$16K
FOR RECIPIENT'S EXEMPT PURPOSE
2024
$7K
CHARITABLE GIFT
2024
$30K
CAPACITY BUILDING SUPPORT FOR NONPRO
2023
$21K
PUBLIC, SOCIETAL BENEFIT
2023
$16K
For grant recipient's exempt purposes
2023
$7K
GENERAL
2023
$6K
FOR RECIPIENT'S EXEMPT PURPOSE
2023
$5K
UNRESTRICTED GENERAL SUPPORT
2023
$2K
PROGRAM/OPERATING SUPPORT
2023
$30K
PROGRAMS SUPPORTING UPWARD MOBILITY
2022
$25K
CHARITABLE GIFT
2022
$20K
PUBLIC, SOCIETAL BENEFIT
2022
$16K
For grant recipient's exempt purposes
2022
$9K
PUBLIC, SOCIETAL BENEFIT
2022
$4K
PROGRAM/OPERATING SUPPORT
2022
$42
PROGRAM/OPERATING SUPPORT
2022
$42
PROGRAM/OPERATING SUPPORT
2022
$15K
For grant recipient's exempt purposes
2021
$15K
For grant recipient's exempt purposes
2021
$6K
PUBLIC, SOCIETAL BENEFIT
2021
$69K
CHARITABLE GIFT
2020
$11K
For grant recipient's exempt purposes
2020
$8K
PUBLIC, SOCIETAL BENEFIT
2020
$5K
ADVANCING PHILANTHROPY
2020
$5K
EMPLOYEE MATCHING GIFTS
2020
$825
EMPLOYEE MATCHING GIFTS
2020
$14K
For grant recipient's exempt purposes
2019
$27K
For grant recipient's exempt purposes
2018
$21K
FOR GRANT RECIPIENT'S EXEMPT PURPOSES
2017

Funded by

$576K from 11 funders · 45 grants · 2017–2024

Fidelity Investments Charitable Gift Fund

$135K · 8 grants · 2017–2023

National Philanthropic Trust

$114K · 2 grants · 2022–2023

Foundation For The Carolinas

$101K · 3 grants · 2020–2024

Merancas Foundation Inc

$90K · 3 grants · 2022–2024

Donor Advised Charitable Giving Inc

$54K · 4 grants · 2020–2023

Pledgeling Foundation

$30K · 2 grants · 2023–2024

The Us Charitable Gift Trust

$22K · 2 grants · 2023–2024

The Bank of America Charitable Foundation Inc

$15K · 17 grants · 2020–2023

Details

EIN202745238
NTEE codeT50
Subsection03
Ruling date2013-05
Formed2013
Employees3
Volunteers150
SOCIAL VENTURE PARTNERS CHARLOTTE INC — Mission, Financials & Grants Received | Grantivo