United Jewish Charities of Greater Charlotte Inc
United Jewish Charities of Greater is a public charity based in Charlotte, North Carolina. Its stated mission is to benefit the Jewish community through centralized fundraising and distribution of resources to promote and maintain Jewish activities.
Key facts about United Jewish Charities of Greater Charlotte Inc
In short: United Jewish Charities of Greater Charlotte Inc gave $3.8M across 28 grants in 2024 (avg $135K), mostly in North Carolina. 8% of 2024 grantees were new. Source: 2024 IRS Form 990.
- EIN
- 56-1951745
- Latest 990 filing
- Form 990, 2024
- Annual giving (2024)
- $3,791,109
- Grants made (2024)
- 28
- Average grant
- $135,397
- Median grant
- $33,577
- New grantees (estimate)
- 8% first-time grantees (2 of 25, 2024)
- Total assets
- $12,337,327
- Primary geography
- North Carolina (70% of itemized 2024 grant dollars)
Data from IRS Form 990, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Financial Overview
From 2024 IRS Form 990 · View filing
Total Assets
$12.3M
+18.3% YoY
Annual Giving
$3.8M
-27.7% YoY
Grant Count
28
+0.0% YoY
Avg Grant Size
$135K
-27.7% YoY
Is United Jewish Charities of Greater Charlotte Inc open to new grantees?
8%
first-time grantees, 2024
In 2024, 2 of 25 grantees (8%) were first-time recipients. First grants averaged $21K; repeat grants $146K. How we count
Medians: $21K first-time, $30K repeat.
Estimate from itemized grant lists in IRS Form 990 filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
The organization’s stated mission is “to benefit the Jewish community by providing centralized fundraising and distribution of resources to promote and maintain Jewish activities.” Its filing describes support for Jewish community activities, a Center for Jewish Education, and the an individual recipient News.
Its grants include support for education, scholarships, cultural and educational programming, Jewish life on campuses, agency operations, and engagement programs. Among the grantees, an individual recipient Day School describes its mission as providing an academic experience grounded in Jewish beliefs and values. An individual recipient Preschool describes its work as providing preschool programs for children ages one to five in an enriched Jewish environment. Birthright Israel Foundation says it raises U.S. funds for educational trips to Israel for young Jewish adults.
Grantmaking
In 2024, the organization reported 28 grants totaling $3,791,109. Grant amounts ranged from $7,350 to $1,112,896, with a median of $33,576.
Among its largest reported grants were $1,112,896 to Jewish Federations of North A for miscellaneous overseas distributions; $965,851 to Foundation of Shalom Park for rent subsidies for Jewish agencies; $399,157 to Sandra & Leon Levine Jewish Community for cultural, educational, and athletic programs; and $343,500 to Jewish Family Services for general operating support and a Tzedakah Fund. Other notable grants included $215,575 to an individual recipient Day School for scholarships, $100,054 to an individual recipient Preschool for scholarships, and $70,000 to North Carolina Hillel to promote Jewish life on campuses.
The filing states that grants reported to The Jewish Federations of North America are made to a domestic U.S. charity; it also identifies United Israel Appeal and the American Jewish Joint Distribution Committee as beneficiary agencies that file separate returns.
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Geographic Focus
Where this funder awards grants
The organization’s 2024 grant dollars were reported as going to recipients in North Carolina (70%), New York (30%), and South Carolina (1%). These figures are reported as provided.
Grant Distribution by State
Share of 2024 grant dollars across all 28 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $3.0M (2021) to $5.2M (2023). In 2024 it made 28 grants totaling $3.8M.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Jewish Federations of North A ($1.1M). Together the top 10 received $3.2M.
Organizations only. It also paid 1 individual scholarship ($215,575), which are not listed by name.
Grant Size Distribution
130 grants across all recorded years
The most common grant size was under $50K: 82 grants of 130 (63%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Jewish Federations of North A New York, NY | Miscellaneous overseas distributions | $1,112,896 |
| Foundation of Shalom Park Charlotte, NC | Rent Subsidies for Jewish agencies | $965,851 |
| Sandra & Leon Levine Jewish Community Charlotte, NC | Cultural, educ, athl programs | $399,157 |
| Jewish Family Services Charlotte, NC | General Operating and Tzedakah Fund | $343,500 |
| 1 individual scholarship Recipients not named | — | $215,575 |
| Charlotte Jewish Preschool Charlotte, NC | Scholarships | $100,054 |
| North Carolina Hillel Chapel Hill, NC | Promote Jewish life on campuses | $70,000 |
| Jewish Preschool on Sardis Charlotte, NC | Scholarships | $63,968 |
| Friendship Circle Charlotte, NC | General operating | $53,200 |
| All others not exceeding 5000 Charlotte, NC | Program support | $53,118 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2024 | $12,337,327 | $7,949,953 | $6,563,627 | $3,791,109 |
| 2023 | $10,432,996 | $9,863,282 | $7,713,526 | $5,243,737 |
| 2022 | $7,686,900 | $5,221,517 | $5,136,335 | $3,214,544 |
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $12,337,327 | $10,432,996 | $7,686,900 |
| Revenue | $7,949,953 | $9,863,282 | $5,221,517 |
| Expenses | $6,563,627 | $7,713,526 | $5,136,335 |
| Net Investment Income | $453 | $354 | $117 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS November 12, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS August 15, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS October 5, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS November 8, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS November 13, 2025)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Susan J. Worrel as former CEO; Samuel Bernstein as Chief Dev & Mktg; Tair Giudice as Chief Imp. Officer; Cheri Martin as Chief Fin. & Admin; Adam Kolett as CEO; Amy Vitner as President; Kara Culp as VP FRD; Lindsay Muns as VP PA; Rachel Campbell as Trustee; and Jake House as Secretary.
United Jewish Charities of Greater Charlotte Inc is led by Adam Kolett, CEO on the 2024 filing; 5 of 27 officers listed in 2024 are compensated.
Officers on the 2024 filing
Adam Kolett
CEO
New on the 2024 filing
55 hrs/week
$89K (2024)
Amy Vitner
President
Trustee → First Vice President, 2022
First Vice President → President, 2024
On filings since 2020
10 hrs/week
No compensation reported
Bonnie Wilson
Trustee
On filings since 2020
0.5 hrs/week
No compensation reported
Sara Kulbersh
Trustee
Trustee → Vice President of Frd, 2021
Vice President of Frd → Trustee, 2022
On filings since 2020
2 hrs/week
No compensation reported
Sharyn Handelsman
Trustee
Trustee → Treasurer, 2021
Treasurer → Trustee, 2023
On filings since 2020
1 hr/week
No compensation reported
Jan Weiner
Trustee
On filings since 2021
1 hr/week
No compensation reported
Eric Althofer
Trustee
On filings since 2022
2 hrs/week
No compensation reported
Rachel Campbell
Trustee
On filings since 2022
1 hr/week
No compensation reported
Ben Braun
Trustee
On filings since 2023
0.5 hrs/week
No compensation reported
Jennifer Golynsky
Trustee
On filings since 2023
0.5 hrs/week
No compensation reported
Karen Spiegler
Trustee
On filings since 2023
1 hr/week
No compensation reported
Laura Philipson
Trustee
On filings since 2023
1 hr/week
No compensation reported
Rick Glaser
Trustee
On filings since 2023
0.5 hrs/week
No compensation reported
Andrew Lyons
Trustee
New on the 2024 filing
0.5 hrs/week
No compensation reported
Eric Wisotsky
Trustee
New on the 2024 filing
0.5 hrs/week
No compensation reported
Rebekah Rubenstein
Trustee
New on the 2024 filing
0.5 hrs/week
No compensation reported
Steve Menaker
Trustee
New on the 2024 filing
0.5 hrs/week
No compensation reported
Samuel Bernstein
Chief Development & Mktg
Chief Development → Chief Development & Mktg, 2021
On filings since 2020
55 hrs/week
$104K (2020) → $121K (2024)
Susan J Worrel
Former CEO
CEO → Former CEO, 2024
On filings since 2020
55 hrs/week
$212K (2020) → $177K (2024)
Cheri Martin
Chief Finance & Administrator
On filings since 2023
55 hrs/week
$107K (2023) → $115K (2024)
Tair Giudice
Chief Imp. Officer
On filings since 2023
55 hrs/week
$109K (2023) → $125K (2024)
Jake House
Secretary
Vice President → Trustee, 2021
Trustee → Secretary, 2023
On filings since 2020
2 hrs/week
No compensation reported
Lindsay Muns
Vice President Pa
Trustee → Vice President Plan & Alloc, 2023
Vice President Plan & Alloc → Vice President Pa, 2024
On filings since 2020
2 hrs/week
No compensation reported
Risa Miller
Past President
First Vice President → President, 2022
President → Past President, 2024
On filings since 2020
10 hrs/week
No compensation reported
Slade Goldstein
First Vice President
Trustee → Vice President of Frd, 2022
Vice President of Frd → First Vice President, 2024
On filings since 2020
4 hrs/week
No compensation reported
Stephanie Haynes
Treasurer
Trustee → Treasurer, 2023
On filings since 2022
2 hrs/week
No compensation reported
Kara Culp
Vice President Frd
New on the 2024 filing
4 hrs/week
No compensation reported
Former officers (21)
- Former: Alison Lerner (2020–2023) — Trustee
- Former: Ron Townsend (2020–2023) — Past President
- Former: Mark Roth (2021–2023) — Trustee
- Former: Gabe Mathless (2023) — Trustee
- Former: Glenda Bernhardt (2023) — Trustee
- Former: Barry Bobrow (2020–2022) — Trustee
- Former: Holly Levinson (2020–2022) — Trustee
- Former: Ira Slomka (2020–2022) — Trustee
- Former: Julie Sheffer (2020–2022) — Secretary
- Former: Lisa Strause Levinson (2020–2022) — Trustee
- Former: Zack Schwartz (2020–2022) — Trustee
- Former: Jill Dinerman (2021–2022) — Vice President Plan & Alloc
- Former: Louis Sinkoe (2021–2022) — Trustee
- Former: Jonathan Friedman (2020–2021) — Trustee
- Former: Jonathan Kulbersh (2020–2021) — Trustee
- Former: Michael Baumstein (2020–2021) — Trustee
- Former: Ana Bonnheim (2020) — Vice President
- Former: Bill Zimmern (2020) — Secretary
- Former: Brad Winer (2020) — Trustee
- Former: Gail Baron (2020) — Trustee
- Former: Janice P Weiner (2020) — Trustee
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $177K, to Susan J Worrel (Former CEO). 5 officers or directors reported compensation on that filing.
Contact
Mailing address: 5007 Providence Road 101, Charlotte, NC 28226
Phone: (704) 944-6754
Frequently asked questions about United Jewish Charities of Greater Charlotte Inc
How much does United Jewish Charities of Greater Charlotte Inc give each year?
United Jewish Charities of Greater Charlotte Inc gave $3.8M across 28 grants in 2024, according to its 2024 IRS Form 990. In 2023 it gave $5.2M across 28 grants.
What is United Jewish Charities of Greater Charlotte Inc's typical grant size?
United Jewish Charities of Greater Charlotte Inc's median grant in 2024 was $33,577, and its average grant was $135,397, across 28 grants on its 2024 IRS Form 990. Organizations receiving their first grant from United Jewish Charities of Greater Charlotte Inc that year got $21K on average.
Where does United Jewish Charities of Greater Charlotte Inc give grants?
United Jewish Charities of Greater Charlotte Inc gives mostly in North Carolina: 70% of the grant dollars itemized on its 2024 IRS Form 990 went to recipients there. The next largest state was New York (30%). The most frequent recipient cities were Charlotte, NC (17 grants), New York, NY (2 grants) and Fort Mill, SC (2 grants).
Does United Jewish Charities of Greater Charlotte Inc give general operating support?
Yes: 18% of United Jewish Charities of Greater Charlotte Inc's 2024 grants with a stated purpose (5 of 28) were for general or operating support, per its 2024 IRS Form 990. Recurring purposes include "Program support" (9 grants) and "Scholarships" (3 grants).
Who are United Jewish Charities of Greater Charlotte Inc's largest grantees?
United Jewish Charities of Greater Charlotte Inc's largest 2024 grantees include Jewish Federations of North A ($1,112,896), Foundation of Shalom Park ($965,851) and Sandra & Leon Levine Jewish Community ($399,157), according to its 2024 IRS Form 990. It also paid 1 individual scholarship ($215,575), which are not listed by name. Together they received 65% of its itemized 2024 grant dollars.
How large is United Jewish Charities of Greater Charlotte Inc?
United Jewish Charities of Greater Charlotte Inc reported $12.3M in total assets on its 2024 IRS Form 990. Its revenue that year was $7.9M.
What does United Jewish Charities of Greater Charlotte Inc fund?
The organization’s stated mission is “to benefit the Jewish community by providing centralized fundraising and distribution of resources to promote and maintain Jewish activities.” See mission & focus areas ↑
How do I apply for a grant from United Jewish Charities of Greater Charlotte Inc?
United Jewish Charities of Greater Charlotte Inc has no public application process in the sources Grantable reviewed. Contact the foundation directly before submitting a request.
What is United Jewish Charities of Greater Charlotte Inc's EIN?
United Jewish Charities of Greater Charlotte Inc's EIN (Employer Identification Number) is 56-1951745. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990 filings. Research dossier generated September 2026.
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