United Jewish Charities of Greater

CHARLOTTE, NC EIN: 56-1951745

United Jewish Charities of Greater Charlotte is a public charity based in Charlotte, North Carolina, serving as a central fundraising and resource distribution organization for the Jewish community. Established in 1995, the organization functions as "The Central Address of the Jewish Community," coordinating philanthropic efforts and community services across the region.

Financial Overview

From 2024 IRS Form 990-PF · 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

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

Mission & Focus Areas

The organization's mission is to raise and distribute funds to support and enrich the lives of Jews locally, nationally, in Israel, and worldwide. Through education and community building, the Federation works to preserve Jewish values, goals, traditions, and connections for current and future generations.

Primary program areas include:

  • Centralized fundraising and resource distribution to promote and maintain Jewish activities
  • Operation of a Center for Jewish Education accessible to both the Jewish and general community
  • Publication of the Charlotte Jewish News, a monthly newspaper providing information on programs, fundraising, and activities of United Jewish Charities and other Jewish nonprofit organizations
  • Community planning and community relations
  • Leadership development
  • Outreach programs including Shalom Baby, PJ Library, and Newcomer Schmoozes
  • Specialized giving groups including the Bernstein Leadership Group, NEXTGEN Charlotte (Young Adult Division), Women's Philanthropy, Ben-Gurion Society, Jewish Community Relations Council, Partnership 2Gether, and Teen Israel Scholarships

Grantmaking

The organization distributed $3,791,109 in grants according to its most recent IRS Form 990 filing. Grant awards typically range from $6,000 to $2,902,230. Funding priorities include education, philanthropy, voluntarism, and human services.

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Geographic Focus

Where this funder awards grants

The organization funds organizations and initiatives in North Carolina, South Carolina, and New York, with particular emphasis on local Jewish community needs as well as national and international Jewish causes.

Grant Distribution by State

4states

Cities

BurnsvilleChapel HillCharlotteCorneliusDavidsonFort MillMatthewsMooresvilleNew YorkPortlandRaleigh

Financial History

Multi-year comparison from IRS filings

As of 2024:

  • Total assets: $12,337,327
  • Total revenues: $7,949,953
  • Total expenses: $6,563,627
  • Total giving: $3,791,109
  • Staff: 31 employees

The organization has been tax-exempt since April 1997 (EIN: 56-1951745).

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$3M$5M$8M$11M20202021202220232024
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
Qualifying Distributions
Net Investment Income$453$354$117
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$1M$3M$4M$5M28 grants202017 grants202129 grants202228 grants202328 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Jewish Federations of No…$1.1MFoundation of Shalom Park$966KSandra & Leon Levine Jew…$399KJewish Family Services$344KCharlotte Jewish Day Sch…$216KCharlotte Jewish Preschool$100KNorth Carolina Hillel$70KJewish Preschool on Sardis$64KFriendship Circle$53KAll others not exceeding…$53K

Grant Size Distribution

130 grants across all recorded years

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

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

Susan J WorrelFormer CEO$177KTair GiudiceChief Imp. Officer$125KSamuel BernsteinChief Dev & Mktg$121KCheri MartinChief Fin. & Admin$115KAdam KolettCEO$89K

From 2024 filing

NameTitleHoursCompensation
Susan J WorrelFormer CEO55$176,594
Samuel BernsteinChief Dev & Mktg55$120,608
Tair GiudiceChief Imp. Officer55$125,459
Cheri MartinChief Fin. & Admin55$115,471
Adam KolettCEO55$88,593
Amy VitnerPresident10
Kara CulpVP FRD4
Lindsay MunsVP PA2
Rachel CampbellTrustee1
Jake HouseSecretary2
Slade GoldsteinFirst VP4
Stephanie HaynesTreasurer2
Sara KulbershTrustee2
Sharyn HandelsmanTrustee1
Risa MillerPast President10
Eric AlthoferTrustee2
Laura PhilipsonTrustee1
Karen SpieglerTrustee1
Jan WeinerTrustee1
Eric WisotskyTrustee0.5
Rebekah RubensteinTrustee0.5
Andrew LyonsTrustee0.5
Ben BraunTrustee0.5
Rick GlaserTrustee0.5
Bonnie WilsonTrustee0.5
Jennifer GolynskyTrustee0.5
Steve MenakerTrustee0.5

Contact Information

  • Website: www.jewishcharlotte.org
  • Address: 5007 Providence Road, Suite 101, Charlotte, NC 28226
  • Phone: 704-944-6754

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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