United Jewish Charities of Greater

CHARLOTTE, NC EIN: 56-1951745

To benefit the Jewish community by providing centralized fundraising and distribution of resources to promote and maintain Jewish activities.

Financial Overview

From 2024 IRS Form 990-PF

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

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Financial History

Multi-year comparison from IRS filings

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 .

Who else does United Jewish Charities of Greater fund?

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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

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

4states

Cities

BurnsvilleChapel HillCharlotteCorneliusDavidsonFort MillMatthewsMooresvilleNew YorkPortlandRaleigh

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

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