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EIN 56-2276950

University of North Carolina at Charlotte Investment Fund

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Charlotte
State
North Carolina
Year formed
2004
Most recent tax filings
2023-06-01
NTEE code, primary
B82: Scholarships, Student Financial Aid Services
Description
The University of North Carolina at Charlotte Investment Fund, Inc. is a North Carolina not-for-profit organization that supports the University of North Carolina at Charlotte. It provides investment management for charitable, not-for-profit foundations, associations, and organizations. Its primary purpose is to accept funds from members for long-term investment and produce sufficient returns to provide income for current distribution to meet their charitable, scientific, and educational requirements.
Related structure
University of North Carolina at Charlotte Investment Fund is a subordinate organization under Foundation of the University of North Carolina at Charlotte.
Also known as...
UNC Charlotte Investment Fund
Total revenues
$1,983,754
2023
Total expenses
$1,105,855
2023
Total assets
$316,286,095
2023
Num. employees
0
2023

Program areas at University of North Carolina at Charlotte Investment Fund

The University of North Carolina at Charlotte Investment Fund, inc. is a not-for-profit organization established to support the University of North Carolina at Charlotte by providing Investment management for charitable, not-for-profit foundations, associations, trusts, endowments and other funds or entities organized and operated primarily for the benefit of the University of North Carolina at Charlotte.

Personnel at University of North Carolina at Charlotte Investment Fund

NameTitleCompensation
Richard AmonTreasurer$0
Michael ShieldsChair$0
Dimitri TriantafyllidesVice Chair$0
Lawrence KelleyPast Interim Secretary and Treasurer$0
Elizabeth HardinSecretary and Treasurer$0
...and 3 more key personnel

Financials for University of North Carolina at Charlotte Investment Fund

RevenuesFYE 06/2023
Total grants, contributions, etc.$0
Program services$0
Investment income and dividends$154,082
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$1,829,672
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$1,983,754

Form 990s for University of North Carolina at Charlotte Investment Fund

Fiscal year endingDate received by IRSFormPDF link
2023-062024-03-18990View PDF
2022-062023-05-04990View PDF
2021-062022-04-12990View PDF
2020-062021-04-27990View PDF
2019-062021-01-21990View PDF
...and 9 more Form 990s
Data update history
July 6, 2023
Posted financials
Added Form 990 for fiscal year 2022
June 30, 2023
Updated personnel
Identified 1 new personnel
June 13, 2023
Posted financials
Added Form 990 for fiscal year 2021
May 24, 2023
Updated personnel
Identified 2 new personnel
May 13, 2023
Used new vendors
Identified 1 new vendor, including
Nonprofit Types
Grantmaking organizationsSchoolsChapter / child organizationsCharities
Issues
Education
Characteristics
State / local levelTax deductible donationsNo full-time employees
General information
Address
9201 University City Blvd Reese 411
Charlotte, NC 28223
Metro area
Charlotte-Concord-Gastonia, NC-SC
County
Mecklenburg County, NC
Phone
(704) 687-5806
IRS details
EIN
56-2276950
Fiscal year end
June
Taxreturn type
Form 990
Year formed
2004
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
B82: Scholarships, Student Financial Aid Services
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Subordinate organization
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