Foundation for the Charlotte Jewish

CHARLOTTE, NC EIN: 31-1501858

TO ADVANCE PHILANTHROPY THROUGH EDUCATION AND TO RAISE PERMANENT CHARITABLE RESOURCES TO IMPROVE AND STRENGTHEN THE QUALITY OF JEWISH LIFE.

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$228.6M

+10.5% YoY

Annual Giving

$8.5M

+17.5% YoY

Grant Count

82

+6.5% YoY

Avg Grant Size

$104K

+10.4% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$7M$14M$21M$28M20202021202220232024
Metric202420232022
Total Assets$228,590,465$206,962,336$179,664,537
Revenue$11,727,916$12,716,939$11,018,110
Expenses$11,535,913$10,473,916$12,434,567
Qualifying Distributions
Net Investment Income$1,806,694$1,281,311$1,085,921
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$3M$6M$9M$12M50 grants202062 grants202184 grants202277 grants202382 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

JEWISH FEDERATION OF GRE…$2.2MDISCOVERY PLACE INC$1.0MSANDRA AND LEON LEVINE J…$694KUNITED WAY OF GREATER CH…$528KTEMPLE BETH EL$378KUNIVERSITY OF CHICAGO$270KTEMPLE ISRAEL$265KCHARLOTTE JEWISH DAY SCH…$243KATRIUM HEALTH FOUNDATION$212KRELATIVES INC$200K

Grant Size Distribution

355 grants across all recorded years

236<$50K31$50–100K39$100–250K25$250–500K16$500K–1M8$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
DOUGLAS W BENSONSENIOR VP, GENERAL COUNSEL0.3
IRS SLOMKACHAIR0.3
PHILIP STARKVICE CHAIR0.3
DAVID CANTORTREASURER0.3
ELISE KOSOFSKYSECRETARY0.3
STEPHEN PHILIPSONIMMEDIATE PAST CHAIR0.3
TERESA BRENNERDIRECTOR0.3
FRED DUMASDIRECTOR0.3
SHARYN HANDELSMANDIRECTOR0.3
JONATHAN HOWARDDIRECTOR0.3
BRIAN KAHNDIRECTOR0.3
MARK LERNERDIRECTOR0.3
KEVIN LEVINEDIRECTOR0.3
ANNIE LORDDIRECTOR0.3
JON MASSACHIDIRECTOR0.3
WENDY PAKEDIRECTOR0.3
HARRY SPARKSDIRECTOR0.3
GARY STARRDIRECTOR0.3
ALYSSA FEDERICOCFO0.3

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

21states
+13 more states

Cities

AshevilleAtlantaBethesdaBoca RatonBooneBostonBothellBrevardChapel HillCharlestonCharlotteCharlottesvilleChautauquaChicagoCincinnatiCorneliusDallasDeerfieldDenverDurham

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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