CLIENTCOPY
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Investmentincome(PartVIII,column(A),lines3,4,and7d)
Otherrevenue(PartVIII,column(A),lines5,6d,8c,9c,10c,and11e)
7,764,216. 184,846. 158,201. 2,465,328. 3,606,746. 11,068. 1,783,520.
Contributionsandgrants(PartVIII,line1h)~~~~~~~~~~~~~~~~~~~~~ Programservicerevenue(PartVIII,line2g)~~~~~~~~~~~~~~~~~~~~~
Totalrevenue-addlines8through11(mustequalPartVIII,column(A),line Grantsandsimilaramountspaid(PartIX,column(A),lines1-3) Benefitspaidtoorformembers(PartIX,column(A),line4)
Salaries,othercompensation,employeebenefits(PartIX,column(A),lines Professionalfundraisingfees(PartIX,column(A),line11e) Totalfundraisingexpenses(PartIX,column(D),line25) Otherexpenses(PartIX,column(A),lines11a-11d,11f-24e)
Totalexpenses.Addlines13-17(mustequalPartIX,column(A),line25) Revenuelessexpenses.Subtractline18fromline12
Totalassets(PartX,line16) Totalliabilities(PartX,line26) Netassetsorfundbalances.Subtractline21fromline20
7,286,550. 193,475. 153,633. 8,117,042.7,699,147. 2,200,269. 3,643,471. 209,911. 2,209,892. 7,866,662.8,053,632.
4,314,868.4,591,707. BREE-ANNP01319397 WEIDNER X
X
Form990(2022)Page
Istheorganizationdescribedinsection501(c)(3)or4947(a)(1)
If"Yes,"completeScheduleA
Istheorganizationrequiredtocomplete?Seeinstructions
Didtheorganizationengageindirect publicoffice?
If"Yes,"completeScheduleC,PartI
Section501(c)(3)organizations.
duringthetaxyear?
If"Yes,"completeScheduleC,PartII
If"Yes,"completeScheduleC,PartIII
Didtheorganizationengagein
Istheorganizationasection501(c)(4), similaramountsasdefinedinRev.Proc.98-19?
Didtheorganizationmaintainanydonor
If"Yes,"completeScheduleD,
provideadviceonthedistributionorinvestmentofamountsinsuchfunds
Didtheorganizationreceiveorholdaconservation theenvironment,historiclandareas,orhistoricstructures?
If"Yes,"completeScheduleD,PartII
If"Yes,"complete
If"Yes,"completeScheduleD,PartIV
If"Yes,"completeScheduleD,PartV
Didtheorganizationmaintaincollectionsofworksofart,
Didtheorganizationreportanamount amountsnotlistedinPartX;orprovide
Didtheorganization,directlyorthrougharelatedorganization, orinquasiendowments?
Iftheorganization'sanswertoany asapplicable.
assetsreportedinPartX,line16?
If"Yes,"completeScheduleD,PartVII
If"Yes,"completeScheduleD,
Didtheorganizationreportanamountforland,buildings,andequipment
Didtheorganizationreportanamount
Didtheorganizationreportanamount assetsreportedinPartX,line16?
If"Yes,"completeScheduleD,PartVIII
Didtheorganizationreportanamount PartX,line16?
If"Yes,"completeScheduleD,PartIX
DidtheorganizationreportanamountforotherliabilitiesinPartX,line25?
If"Yes,"completeScheduleD,PartX
Didtheorganization'sseparateorconsolidated theorganization'sliabilityforuncertaintaxpositionsunderFIN48(ASC740)?
If"Yes,"completeScheduleD,PartX
If"Yes,"complete
Didtheorganizationobtainseparate,independentauditedfinancial
Wastheorganizationincludedinconsolidated,independent
If"Yes,"andiftheorganizationanswered"No"
If"Yes,"completeScheduleE
Istheorganizationaschooldescribedinsection170(b)(1)(A)(ii)?
Didtheorganizationmaintainanoffice,employees,oragentsoutside
Didtheorganizationhaveaggregate investment,andprogramserviceactivities ormore?
If"Yes,"completeScheduleF,PartsIandIV
DidtheorganizationreportonPartIX,column foreignorganization?
If"Yes,"completeScheduleF,PartsIIandIV
DidtheorganizationreportonPartIX,column orforforeignindividuals?
If"Yes,"completeScheduleF,PartsIIIandIV
Didtheorganizationreportatotalofmore column(A),lines6and11e?Seeinstructions~~~~~~~~~~~~~~~~~~~~
If"Yes,"completeScheduleG,PartI.
Didtheorganizationreportmorethan 1cand8a?
If"Yes,"completeScheduleG,PartII
If"Yes,"
Didtheorganizationreportmorethan$15,000ofgross
If"Yes,"completeScheduleH
Didtheorganizationoperateoneormorehospitalfacilities? If"Yes"toline20a,didtheorganizationattachacopy Didtheorganizationreportmorethan$5,000ofgrants domesticgovernmentonPartIX,column(A),line1?
If"Yes,"completeScheduleI,PartsIandII
X X X X X X X X X X X X X X X X X X X X X X X X X X X
Form990(2022)Page
Didtheorganizationreportmorethan$5,000ofgrants
If"Yes,"completeScheduleI,PartsIandIII
PartIX,column(A),line2?
Note:
Didtheorganizationanswer"Yes"to andformerofficers,directors,trustees,keyemployees,andhighest
If"Yes,"complete
Didtheorganizationhaveatax-exempt lastdayoftheyear,thatwasissuedafterDecember31,2002?
If"Yes,"answerlines24bthrough24dand ScheduleK.If"No,"gotoline25a
Didtheorganizationinvestanyproceedsoftax-exemptbonds
Didtheorganizationmaintainanescrow anytax-exemptbonds?
Didtheorganizationactasan"onbehalfof"issuerforbonds
Section501(c)(3),501(c)(4),and501(c)(29)organizations.
Didtheorganizationengageinanexcessbenefit transactionwithadisqualifiedpersonduringtheyear?
If"Yes,"completeScheduleL,PartI
Istheorganizationawarethatitengaged thatthetransactionhasnotbeenreportedonanyoftheorganization's
If"Yes,"complete
DidtheorganizationreportanyamountonPart orformerofficer,director,trustee,keyemployee,creatoror controlledentityorfamilymemberofanyofthesepersons?
If"Yes,"completeScheduleL,PartII
"Yes,"completeScheduleL,PartIV
"Yes,"completeScheduleL,PartIV
Didtheorganizationprovideagrantor creatororfounder,substantialcontributor
If"Yes,"completeScheduleL,PartIII
entity(includinganemployeethereof)orfamilymemberofanyofthesepersons?
Wastheorganizationapartytoabusiness instructionsforapplicablefilingthresholds,conditions,andexceptions): Acurrentorformerofficer,director,trustee,keyemployee,
If"Yes,"completeScheduleL,PartIV
If"Yes,"completeScheduleM
If"Yes,"completeScheduleM
Afamilymemberofanyindividualdescribedinline28a? A35%controlledentityofoneormoreindividualsand/or
Didtheorganizationreceivemorethan$25,000innon-cashcontributions?
sections301.7701-2and301.7701-3?
Didtheorganizationreceivecontributions contributions?
Didtheorganizationliquidate,terminate,ordissolveandceaseoperations?
If"Yes,"completeScheduleN,PartI If"Yes,"complete
Didtheorganizationsell,exchange,disposeof,ortransfermore
If"Yes,"completeScheduleR,PartI
Wastheorganizationrelatedtoanytax-exemptortaxableentity?
Section501(c)(3)organizations.
If"Yes,"completeScheduleR,PartV,line2
Didtheorganizationown100%ofanentitydisregarded
If"Yes,"completeScheduleR,PartII,III,
If"Yes,"completeScheduleR,PartV,line2
Didtheorganizationhaveacontrolledentitywithinthemeaningofsection If"Yes"toline35a,didtheorganization withinthemeaningofsection512(b)(13)?
Didtheorganizationmakeanytransfers
If"Yes,"completeScheduleR,PartVI
Didtheorganizationconductmorethan5%ofits andthatistreatedasapartnershipforfederalincometaxpurposes? DidtheorganizationcompleteScheduleOand
X X X X X X X X X X X X
CheckifScheduleOcontainsaresponseornotetoanylineinthisPartV
YesNo
Enterthenumberreportedinbox3ofForm1096.Enter-0-ifnotapplicable EnterthenumberofFormsW-2Gincludedonline1a.Enter-0-ifnotapplicable Didtheorganizationcomplywithbackup (gambling)winningstoprizewinners?
0 X X X X X X X X X
If"Yes,"hasitfiledaForm990-Tforthisyear? Atanytimeduringthecalendaryear,did financialaccountinaforeigncountry(suchasa If"Yes,"enterthenameoftheforeigncountry
Seeinstructionsforfilingrequirementsfor
Wastheorganizationapartytoaprohibitedtaxsheltertransaction Didanytaxablepartynotifytheorganizationthatit If"Yes"toline5aor5b,didtheorganizationfileForm8886-T?
Doestheorganizationhaveannualgross
anycontributionsthatwerenottaxdeductibleascharitablecontributions?
If"Yes,"didtheorganizationincludewithevery werenottaxdeductible?
Enter:
Section501(c)(7)organizations.
Section501(c)(12)organizations.
If"Yes,"didtheorganizationnotifythedonorofthevalueofthegoods
If"Yes,"indicatethenumberofForms8282filedduringtheyear
Didtheorganizationsell,exchange,orotherwise tofileForm8282?
Didtheorganizationreceiveanyfunds,directlyor
Didtheorganization,duringtheyear,paypremiums, Iftheorganizationreceivedacontribution Iftheorganizationreceivedacontribution
Didadonoradvisedfundmaintainedbythe
sponsoringorganizationhaveexcessbusinessholdingsatanytimeduring
Didthesponsoringorganizationmakeanytaxabledistributionsundersection Didthesponsoringorganizationmakeadistributiontoadonor,
InitiationfeesandcapitalcontributionsincludedonPartVIII,line12 Grossreceipts,includedonForm990,PartVIII,line12,forpublicuseof Enter: Grossincomefrommembersorshareholders
Grossincomefromothersources.(Donotnetamountsdueorpaid amountsdueorreceivedfromthem.)
IstheorganizationfilingForm990inlieuofForm If"Yes,"entertheamountoftax-exemptinterestreceivedoraccruedduring
Istheorganizationlicensedtoissuequalifiedhealthplansinmorethanone
Seetheinstructionsforadditionalinformationtheorganization
Entertheamountofreservestheorganizationisrequiredtomaintain organizationislicensedtoissuequalifiedhealthplans Entertheamountofreservesonhand
X
Didtheorganizationreceiveanypaymentsforindoortanningservices If"Yes,"hasitfiledaForm720toreportthesepayments?
If"Yes,"seetheinstructionsandfileForm4720,ScheduleN.
X X X
Istheorganizationsubjecttothesection4960tax excessparachutepayment(s)duringtheyear?
X X X X X X X X
Istheorganizationaneducationalinstitutionsubject If"Yes,"completeForm4720,ScheduleO.
Didthetrust,oranydisqualifiedorotherpersonengage thatwouldresultintheimpositionofanexcisetaxundersection4951, If"Yes,"completeForm6069.
Didtheorganizationhavemembersorstockholders?
Didtheorganizationhavemembers,stockholders, moremembersofthegoverningbody?
personsotherthanthegoverningbody?
Thegoverningbody?
Areanygovernancedecisionsoftheorganization
Eachcommitteewithauthoritytoactonbehalfofthegoverningbody?
Isthereanyofficer,director,trustee,orkeyemployee organization'smailingaddress?
Didtheorganizationhavelocalchapters,branches,oraffiliates?
If"Yes,"didtheorganizationhavewritten andbranchestoensuretheiroperationsareconsistentwith
Hastheorganizationprovidedacomplete
DescribeonScheduleOtheprocess,ifany,usedbytheorganization
Didtheorganizationhaveawrittenconflictofinterestpolicy?
Didtheorganizationregularlyandconsistentlymonitorandenforce
Didtheorganizationhaveawrittenwhistleblowerpolicy?
Didtheorganizationhaveawrittendocumentretentionanddestructionpolicy?
Didtheprocessfordeterminingcompensation
persons,comparabilitydata,andcontemporaneoussubstantiation
Theorganization'sCEO,ExecutiveDirector,ortopmanagementofficial
Otherofficersorkeyemployeesoftheorganization
If"Yes"toline15aor15b,describetheprocessonScheduleO.Seeinstructions.
Didtheorganizationinvestin,contributeassets taxableentityduringtheyear?~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
If"Yes,"didtheorganizationfollowawritten injointventurearrangementsunderapplicablefederal exemptstatuswithrespecttosucharrangements?
ListthestateswithwhichacopyofthisForm990isrequiredtobefiled Section6104requires forpublicinspection.Indicatehowyoumadetheseavailable.Checkallthat OwnwebsiteAnother'swebsiteUponrequestOther
DescribeonSchedule statementsavailabletothepublicduringthetaxyear. Statethename,address,andtelephone
Grantsandotherassistancetodomesticorganizations anddomesticgovernments.SeePartIV,line21
Professionalfundraisingservices.SeePartIV,line17 (Ifline11gamountexceeds10%ofline25, column(A),amount,listline11gexpensesonSchO.) Otherexpenses.Itemizeexpensesnotcovered above.(Listmiscellaneousexpensesonline24e.If line24eamountexceeds10%ofline25,column(A), amount,listline24eexpensesonScheduleO.) Addlines1through24e Completethislineonlyiftheorganization reportedincolumn(B)jointcostsfromacombined educationalcampaignandfundraisingsolicitation.
158,298.22,569.2,966. 86,086. 347,811. 198,009.111,648. 911. 28,033.
611,581.134,813.3,173. 118,984.17,415.3,503. 48,848.28,275.7,726. 42,893.6,997.1,397. 486.442.13,511. 6,538,408.1,305,313.209,911.
Weretheorganization'sfinancialstatementsauditedbyanindependentaccountant? If"Yes,"checkaboxbelowtoindicate consolidatedbasis,orboth:
SeparatebasisConsolidatedbasisBothconsolidatedandseparatebasis If"Yes"toline2aor2b,doestheorganization
review,orcompilationofitsfinancialstatementsandselectionof Iftheorganizationchangedeitherits
7,699,147. 8,053,632. -354,485. 4,314,868. 4,591,707. 631,324. X X X X X X
Asaresultofafederalaward,wastheorganization UniformGuidance,2C.F.R.Part200, If"Yes,"didtheorganizationundergo oraudits,explainwhyonScheduleOanddescribeanystepstaken Form(2022)
Aschooldescribedin(AttachScheduleE(Form990).)
TypeI.
YoumustcompletePartIV,SectionsAandB. TypeII.
YoumustcompletePartIV,SectionsAandC. TypeIIIfunctionallyintegrated.
YoumustcompletePartIV,SectionsA,D,and
includeany"unusualgrants.")
ization'sbenefitandeitherpaidto
Amountsfromline4~~~~~~~ Grossincomefrominterest, dividends,paymentsreceivedon securitiesloans,rents,royalties, andincomefromsimilarsources~ Netincomefromunrelatedbusiness activities,whetherornotthe businessisregularlycarriedon~ Otherincome.Donotincludegain orlossfromthesaleofcapital assets(ExplaininPartVI.)~~~~
Grossreceiptsfromrelatedactivities,etc.(seeinstructions)~~~~~~~~~~~~~~~~~~~~~~~ IftheForm990isfortheorganization'sfirst, organization,checkthisboxand
Publicsupportpercentagefor2022(line6,column(f),dividedbyline11,column Publicsupportpercentagefrom2021ScheduleA,PartII,line14
andiftheorganizationmeetsthefacts-and-circumstancestest,checkthisbox
meetsthefacts-and-circumstancestest.Theorganization Iftheorganizationdid more,andiftheorganizationmeetsthefacts-and-circumstancestest, ExplaininPartVIhowthe organizationmeetsthefacts-and-circumstances Iftheorganizationdidnotcheck
Gifts,grants,contributions,and membershipfeesreceived.(Donot includeany"unusualgrants.")
Grossreceiptsfromadmissions, merchandisesoldorservicesperformed,orfacilitiesfurnishedin
anyactivitythatisrelatedtothe organization'stax-exemptpurpose
Grossreceiptsfromactivitiesthat arenotanunrelatedtradeorbusinessundersection513
Taxrevenuesleviedfortheorganization'sbenefitandeitherpaidto orexpendedonitsbehalf Thevalueofservicesorfacilities furnishedbyagovernmentalunitto theorganizationwithoutcharge Addlines1through5
Amountsincludedonlines1,2,and 3receivedfromdisqualifiedpersons
exceedthegreaterof$5,000or1%ofthe amountonline13fortheyear
Addlines7aand7b~~~~~~~
(Subtractline7cfromline6.)
Amountsfromline6~~~~~~~
Grossincomefrominterest, dividends,paymentsreceivedon securitiesloans,rents,royalties, andincomefromsimilarsources~
Unrelatedbusinesstaxableincome
(lesssection511taxes)frombusinesses acquiredafterJune30,1975
Addlines10aand10b~~~~~~ Netincomefromunrelatedbusiness activitiesnotincludedonline10b, whetherornotthebusinessis regularlycarriedon Otherincome.Donotincludegain orlossfromthesaleofcapital assets(ExplaininPartVI.)
(Addlines9,10c,11,and12.)
(Completeonlyifyoucheckedaboxonline andB.Ifyoucheckedbox12b,PartI,complete
SectionsA,D,andE.Ifyoucheckedbox12d,
Arealloftheorganization'ssupportedorganizationslistedby documents?
If"No,"describeinhowthesupportedorganizations
Didtheorganizationhaveanysupportedorganization
If"Yes,"explaininhowtheorganizationdetermined
undersection509(a)(1)or(2)?
Didtheorganizationhaveasupportedorganizationdescribedin
If"Yes,"answer
Didtheorganizationconfirmthateachsupported satisfiedthepublicsupporttestsundersection509(a)(2)?
If"Yes,"describeinwhenandhowthe
Didtheorganizationensurethatallsupporttosuch purposes?
If"Yes,"explaininwhatcontrolstheorganization
Wasanysupportedorganizationnotorganizedinthe
"Yes,"andifyoucheckedbox12aor12binPartI,answerlines4band4cbelow.
Didtheorganizationhaveultimatecontrolanddiscretion supportedorganization?
CLIENTCOPY
SectionC.TypeIISupportingOrganizations
Wereamajorityoftheorganization'sdirectorsortrustees ortrusteesofeachoftheorganization'ssupportedorganization(s)?
If"No,"describeinhowcontrol
SectionD.AllTypeIIISupportingOrganizations
Didtheorganizationprovidetoeachofitssupported organization'staxyear,(i)awrittennoticedescribing year,(ii)acopyoftheForm990thatwasmost organization'sgoverningdocumentsineffecton
Wereanyoftheorganization'sofficers,directors, organization(s)or(ii)servingonthegoverningbodyofasupportedorganization?
If"No,"explaininhow
Byreasonoftherelationshipdescribedonline significantvoiceintheorganization'sinvestmentpolicies
If"Yes,"describeintheroletheorganization's
incomeorassetsatalltimesduringthetaxyear?
SectionE.TypeIIIFunctionallyIntegratedSupportingOrganizations
TheorganizationsatisfiedtheActivitiesTest.
Theorganizationistheparentofeachofitssupportedorganizations. Theorganizationsupportedagovernmentalentity. ActivitiesTest.
Didsubstantiallyalloftheorganization'sactivities thesupportedorganization(s)towhichtheorganizationwasresponsive?
If"Yes,"thenin
Didtheactivitiesdescribedonline2a,above,constitute oneormoreoftheorganization'ssupportedorganization(s)wouldhave
If"Yes,"explainin thereasonsfortheorganization'spositionthatitssupported theseactivitiesbutfortheorganization'sinvolvement.
ParentofSupportedOrganizations.
Didtheorganizationhavethepowertoregularlyappoint trusteesofeachofthesupportedorganizations?
If"Yes"or"No"providedetailsin
Didtheorganizationexerciseasubstantialdegree ofitssupportedorganizations?
If"Yes,"describeintheroleplayedbythe
From2018 From2019 From2020 From2021 oflines3athrough3e
Appliedtounderdistributionsofprioryears Appliedto2022distributableamount
Carryoverfrom2017notapplied(seeinstructions) Remainder.Subtractlines3g,3h,and3ifromline3f. Distributionsfor2022fromSectionD, line7:$
Appliedtounderdistributionsofprioryears Appliedto2022distributableamount
Remainder.Subtractlines4aand4bfromline4.
Remainingunderdistributionsforyearspriorto2022,if any.Subtractlines3gand4afromline2.Forresultgreater thanzero,Seeinstructions.
Remainingunderdistributionsfor2022.Subtractlines3h and4bfromline1.Forresultgreaterthanzero, .Seeinstructions.
Addlines3j and4c.
Breakdownofline7: Excessfrom2018 Excessfrom2019 Excessfrom2020 Excessfrom2021 Excessfrom2022
Transferee'sname,address,andZIP+4Relationshipoftransferor
Transferee'sname,address,andZIP+4Relationshipoftransferor
Transferee'sname,address,andZIP+4Relationshipoftransferor
Transferee'sname,address,andZIP+4Relationshipoftransferor
Participateinorreceivepaymentfromanequity-basedcompensationarrangement?
If"Yes"toanyoflines4a-c,listthepersonsandprovide
ForpersonslistedonForm990,PartVII,Section
contingentontherevenuesof:
Theorganization?
Anyrelatedorganization?
If"Yes"online5aor5b,describeinPartIII.
contingentonthenetearningsof:
Theorganization?
Anyrelatedorganization?
If"Yes"online6aor6b,describeinPartIII.
ForpersonslistedonForm990,PartVII,Section
ForpersonslistedonForm990,PartVII,Section notdescribedonlines5and6?If"Yes,"describeinPartIII
WereanyamountsreportedonForm990,Part initialcontractexceptiondescribedinRegulationssection If"Yes"online8,didtheorganizationalsofollowtherebuttable Regulationssection53.4958-6(c)?
1123SCHURCHSTREET
CHARLOTTE,NC28203 56-1000633,1123SCHURCHSTREET,CHARLOTTE, CHARLOTTE,INC.-56-1848874,1123SCHURCH
PartVTransactionsWithRelatedOrganizations.
Completeiftheorganizationanswered"Yes"onForm990,PartIV,line
Completeline1ifanyentityislistedinPartsII,III,orIVofthisschedule.
Duringthetaxyear,didtheorganizationengageinanyofthefollowing
Receiptofinterest,annuities,
(iv)
Gift,grant,orcapitalcontributiontorelatedorganization(s)
Gift,grant,orcapitalcontributionfromrelatedorganization(s)
Loansorloanguaranteestoorforrelatedorganization(s)
Loansorloanguaranteesbyrelatedorganization(s)
Saleofassetstorelatedorganization(s)
Purchaseofassetsfromrelatedorganization(s)
Exchangeofassetswithrelatedorganization(s)
Leaseoffacilities,equipment,orotherassetstorelatedorganization(s)
Leaseoffacilities,equipment,orotherassetsfromrelatedorganization(s)
Dividendsfromrelatedorganization(s)~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Performanceofservicesormembershiporfundraisingsolicitationsforrelatedorganization(s)
Performanceofservicesormembershiporfundraisingsolicitationsbyrelatedorganization(s)
Sharingoffacilities,equipment,mailinglists,orotherassetswithrelatedorganization(s)
Reimbursementpaidtorelatedorganization(s)forexpenses
Reimbursementpaidbyrelatedorganization(s)forexpenses
Othertransferofcashorpropertytorelatedorganization(s)
X X
Sharingofpaidemployeeswithrelated
Othertransferofcashorpropertyfromrelatedorganization(s) Iftheanswertoanyoftheaboveis"Yes,"
