United Jewish Charities of Greater Charlotte Inc

Public charity · Grantmaker Charlotte, NC EIN: 56-1951745

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.

  • 92% of 2024 grantees were also funded in 2023. Method
  • Giving grew 27% from 2021 to 2024. Method

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.

Research compiled by Grantable AI from public sources. Last updated September 2026.

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

4states

Share of 2024 grant dollars across all 28 itemized grants.

Cities

CharlotteNew YorkFort MillChapel HillMooresvilleRaleighCorneliusDavidsonBurnsvilleMatthewsPortland

Giving Over Time

Total grant dollars and number of grants per year

$0$2M$4M$6M28 grants2020 17 grants2021 29 grants2022 28 grants2023 28 grants2024

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

Jewish Federations of North A: $1.1MJewish Federations of North A$1.1MFoundation of Shalom Park: $966KFoundation of Shalom Park$966KSandra & Leon Levine Jewish Community: $399KSandra & Leon Levine JewishCommunity$399KJewish Family Services: $344KJewish Family Services$344KCharlotte Jewish Preschool: $100KCharlotte Jewish Preschool$100KNorth Carolina Hillel: $70KNorth Carolina Hillel$70KJewish Preschool on Sardis: $64KJewish Preschool on Sardis$64KFriendship Circle: $53KFriendship Circle$53KAll others not exceeding 5000: $53KAll others not exceeding 5000$53KTemple Beth El: $50KTemple Beth El$50K

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

82<$50K17$50–100K10$100–250K14$250–500K4$500K–1M3$1–5M$5M+

The most common grant size was under $50K: 82 grants of 130 (63%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Jewish Federations of North A New York, NYMiscellaneous overseas distributions$1,112,896
Foundation of Shalom Park Charlotte, NCRent Subsidies for Jewish agencies$965,851
Sandra & Leon Levine Jewish Community Charlotte, NCCultural, educ, athl programs$399,157
Jewish Family Services Charlotte, NCGeneral Operating and Tzedakah Fund$343,500
1 individual scholarship Recipients not named —$215,575
Charlotte Jewish Preschool Charlotte, NCScholarships$100,054
North Carolina Hillel Chapel Hill, NCPromote Jewish life on campuses$70,000
Jewish Preschool on Sardis Charlotte, NCScholarships$63,968
Friendship Circle Charlotte, NCGeneral operating$53,200
All others not exceeding 5000 Charlotte, NCProgram 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
Revenue
Expenses
Net Investment Income
$0$5M$10M$15M2020 2021 2022 2023 2024
Metric202420232022
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

  1. Updated Form 990 for fiscal year 2020 (received by the IRS November 12, 2021)
  2. Updated Form 990 for fiscal year 2021 (received by the IRS August 15, 2022)
  3. Updated Form 990 for fiscal year 2022 (received by the IRS October 5, 2023)
  4. Updated Form 990 for fiscal year 2023 (received by the IRS November 8, 2024)
  5. Updated Form 990 for fiscal year 2024 (received by the IRS November 13, 2025)
  6. 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

Susan J Worrel — Former CEO: $177KSusan J WorrelFormer CEO$177KTair Giudice — Chief Imp. Officer: $125KTair GiudiceChief Imp. Officer$125KSamuel Bernstein — Chief Dev & Mktg: $121KSamuel BernsteinChief Dev & Mktg$121KCheri Martin — Chief Fin. & Admin: $115KCheri MartinChief Fin. & Admin$115KAdam Kolett — CEO: $89KAdam KolettCEO$89K

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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