AUMdb

Forcharlotte Inc

EIN 474463729 · 501(c)(3) · Public charity · Charlotte, NC · recognized 2015

Assets
$1.2M
Revenue
$1.2M
Expenses
$709K
Investment income
$26.2K

Form 990 fiscal year ended 12/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Alex Kennedy Board chair $0 $0
Ivan Hinrichs Board member $0 $0
Rj Davis Board member $0 $0
Barbara Peacock Board member $0 $0
Charlie Malouf Board member $0 $0
Robert D Kelly Ceo $0 $0
J K Cobb Sr vp & cfo $0 $0
Casey Crimmins Vp - operations $0 $0

Filing history

Fiscal year end Assets Revenue Expenses Source
12/31/2024 $1.2M $1.2M $709K 990 990 · obj 202511189349300326 IRS ↗
12/31/2023 $621K $648K $565K 990 990 · obj 202511049349301116 IRS ↗