NonprofitsUniversity Of North Carolina At Charlotte Investment Fund

Education

University Of North Carolina At Charlotte Investment Fund

CHARLOTTE, NC

Total revenue

$457K

Total expenses

$1.2M

Net assets

$344.5M

Grants received

$9K

1 grants

EIN

562276950

Tax year

2023

Mission

The primary purpose is to accept funds from the members for long-term investment and to produce sufficient investment returns to provide current income for distribution to the members to meet their current charitable, scientific, and educational requirements with excess invesment returns reinvested to meet future needs and to develop and monitor policies and strategies to maximize investment returns and minimize investment risk.

Financials

FY 2023

Revenue

Contributions & grants
Program service revenue
Investment income$457K
Other revenue
Total revenue$457K

Expenses

Grants paid
Salaries & benefits
Fundraising
Other expenses$1.2M
Total expenses$1.2M
Total assets$344.7M
Net assets$344.5M

People

7 listed

NameRoleCompensation

DR RICHARD AMON

TREASURER

Board

1 hrs/wk

MICHAEL SHIELDS

CHAIR

Board

1 hrs/wk

DIMITRI TRIANTAFYLLIDES

VICE CHAIR

Board

1 hrs/wk

KEVIN BROWN

BOARD MEMBER

Board

1 hrs/wk

DENNIS N BUNKER III

BOARD MEMBER

Board

1 hrs/wk

SHARON GABER

BOARD MEMBER

Board

1 hrs/wk

SUSAN N JAMISON

BOARD MEMBER

Board

1 hrs/wk

Independent contractors

UNC MANAGEMENT

INVESTMENT SERVICES

$617K

GLOBAL ENDOWMENT MANAGEMENT

INVESTMENT SERVICES

$268K

Grants received

Showing 1 of 1

FromAmountPurposeYear
$9K
FY'19 MATCHING GIFTS
2019

Funded by

$9K from 1 funder · 1 grant · 2019

Deloitte Foundation

$9K · 1 grant · 2019

Details

EIN562276950
NTEE codeB11
Subsection03
Ruling date2004-11
Formed2004
Employees0
Volunteers7
UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INVESTMENT FUND — Mission, Financials & Grants Received | Grantivo