2024-01-16T08:49:47-06:00 2023-03-31 882730877 CHERRY BEKAERT ADVISORY LLC 1111 METROPOLITAN AVE STE 900 CHARLOTTE NC 28204 990PF 2022-04-01 561678118 THE MARC & MATTYE SILVERMAN FAMILY FOUNDATION MARC 7043620400 6707-C FAIRVIEW ROAD CHARLOTTE NC 28210 MATTYE SILVERMAN PRESIDENT 7043620400 2023-12-22 1 MATTYE SILVERMAN 999009999 0 PAULA WENDLING P00536805 7043771678 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 3638658 X 103761 18678 18678 49075 49075 -19948 496328 0 151566 67753 0 0 0 4565 0 4565 12817 12817 0 13000 0 0 520 0 520 74 0 74 30976 12817 5159 141085 141085 172061 12817 146244 -20495 54936 356260 68076 68076 200000 100000 98985 104876 153879 143976 2335246 2352107 2964968 159953 380005 362653 1851 1851 3156335 3054067 3638658 0 0 X 3156335 3054067 0 0 0 0 3156335 3054067 3156335 3054067 3156335 -20495 0 3135840 81773 3054067 PUBLICLY TRADED SECURITIES 494440 516276 -21836 -21836 CAPITAL GAINS DIVIDENDS P 1888 1888 1888 -19948 764 0 764 0 764 5663 0 0 0 5663 0 4899 4899 0 0 0 0 0 0 0 0 0 0 0 1 1 NC 1 0 0 0 0 1 N/A MATTYE SILVERMAN 7043620400 6707-C FAIRVIEW RD CHARLOTTE NC 28210 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MATTYE B SILVERMAN 6707-C FAIRVIEW ROAD CHARLOTTE NC 28210 PRESIDENT 15.00 0 0 0 DEBRA L FOSTER 6707-C FAIRVIEW ROAD CHARLOTTE NC 28210 VICE PRESIDENT 1.00 0 0 0 SHARA K SILVERMAN 6707-C FAIRVIEW ROAD CHARLOTTE NC 28210 VICE PRESIDENT 1.00 0 0 0 LORIN L STIEFEL 6707-C FAIRVIEW ROAD CHARLOTTE NC 28210 SECRETARY 1.00 0 0 0 MARC H SILVERMAN 6707-C FAIRVIEW ROAD CHARLOTTE NC 28210 TREASURER 1.00 0 0 0 NONE 0 NONE 0 0 3321481 215592 0 3537073 0 0 3537073 53056 3484017 174201 174201 764 764 173437 0 173437 0 173437 146244 0 146244 173437 0 0 43702 81 45352 11889 101024 146244 0 0 0 146244 0 27193 27193 73831 0 0 0 0 0 0 16509 57322 81 45352 11889 MATTYE B SILVERMAN MARC H SILVERMAN MATTYE SILVERMAN 6707-C FAIRVIEW ROAD CHARLOTTE NC 28210 7043620400 THERE IS NO FORMAL APPLICATION PROCESS. WRITTEN REQUESTS ARE ACCEPTED. MOST DISCRETIONARY DONATIONS ARE GIVEN PRIMARILY IN MECKLENBURG COUNTY IN CHARLOTTE, NORTH CAROLINA WITH AN EMPHASIS ON JEWISH, MEDICAL AND COMMUNITY HUMAN SERVICE AND ARTISTIC NEEDS. NONE NONE A CHILD'S PLACE 601 E 5TH ST 130 CHARLOTTE NC 28202 N/A PC COMMUNITY 250 ALEXANDER CHILDREN'S CENTER 6220 THERMAL ROAD CHARLOTTE NC 28211 N/A PC COMMUNITY 500 ANTI-DEFAMATION LEAGUE 605 THIRD AVENUE NEW YORK NY 101583650 N/A PC COMMUNITY 360 ATRIUM HEALTH FOUNDATION PO BOX 32861 CHARLOTTE NC 282322861 N/A PC MEDICAL 500 AUGUSTINE LITERACY PROJECT 115 W 7TH ST CHARLOTTE NC 28202 N/A PC EDUCATION 1000 BIRTHRIGHT ISRAEL FOUNDATION 4610 BELLAIRE BOULEVARD BELLAIRE TX 77401 N/A PC JEWISH 180 BLUMENTHAL PERFORMING ARTS CENTER 130 N TRYON ST CHARLOTTE NC 28202 N/A PC ARTS 2500 BROOKSTONE SCHOOLS OF MECKLENBURG COUNTY 301 S DAVIDSON ST CHARLOTTE NC 28202 N/A PC EDUCATION 1000 CENTER FOR HEALTH LIVING INC 6030 PARK SOUTH DRIVE CHARLOTTE NC 28210 N/A PC MEDICAL SUPPORT FOR THE IVEY 250 CHABAD OF CHARLESTON 734 YORK ST MT PLEASANT SC 29464 N/A PC JEWISH 360 CHARITY WATCH 2545 WEST DIVERSEY AVENUE SUITE 253 CHICAGO IL 60657 N/A PC CHARITY 108 CHARLOTTE BILINGUAL PRESCHOOL 6300 HIGHLAND AVE CHARLOTTE NC 28215 N/A PC EDUCATION 250 CHARLOTTE COUNTRY DAY SCHOOL 1440 CARMEL ROAD CHARLOTTE NC 28226 N/A PC EDUCATION 20000 CHARLOTTE FAMILY HOUSING 300 HAWTHORNE LANE CHARLOTTE NC 28204 N/A PC COMMUNITY 500 CHARLOTTE JEWISH DAY SCHOOL PO BOX 79180 CHARLOTTE NC 28271 N/A PC JEWISH 360 CHARLOTTE MECKLENBURG LIBRARY FOUNDATION 310 N TRYON STREET CHARLOTTE NC 28202 N/A PC COMMUNITY 100 CHARLOTTE NEUROSCIENCE ASSOCIATION INC 411 BILLINGSLEY RD STE 103 CHARLOTTE NC 28211 N/A PC MEDICAL DONATION TO MEMORY & MOVEMENT 100 CHILD CARE RESOURCES INC 4601 PARK ROAD SUITE 500 CHARLOTTE NC 28209 N/A PC ACADEMIC 1000 COMMUNITIES IN SCHOOLS 2345 CRYSTAL DRIVE STE 700 ARLINGTON VA 22202 N/A PC EDUCATION 500 CPCC SCHOLARSHIP FOUNDATION PO BOX 35009 CHARLOTTE NC 28235 N/A PC EDUCATION 200 CRISIS ASSISTANCE MINISTRY 500-A SPRATT STREET CHARLOTTE NC 28206 N/A PC COMMUNITY 1000 DISCOVERY PLACE & THE NATURE MUSEUM 301 N TRYON ST CHARLOTTE NC 28202 N/A PC ARTS 1000 DOCTORS WITHOUT BORDERS 40 RECTOR STREET 16TH FLOOR NEW YORK NY 10006 N/A PC MEDICAL 500 DRESS FOR SUCCESS 32 EAST 31ST STREET 7TH FLOOR NEW YORK NY 10016 N/A PC COMMUNITY 180 DUKE BRAIN TUMOR CENTER DUMC 3828 DURHAM NC 27710 N/A PC MEDICAL 10050 FOUNDATION OF SHALOM PARK 5007 PROVIDENCE ROAD CHARLOTTE NC 28226 N/A PC JEWISH 250 GIRLS ON THE RUN INTERNATIONAL PO BOX 30667 PMB 65493 CHARLOTTE NC 28230 N/A PC COMMUNITY 360 GOOD FRIENDS 4600 PARK ROAD SUITE 300 CHARLOTTE NC 28209 N/A PC COMMUNITY 585 HADASSAH 4100 ROTUNDA ROAD CHARLOTTE NC 28226 N/A PC JEWISH 610 HEBREW CEMETERY ASSOCIATION OF CHARLOTTE INC PO BOX 35129 CHARLOTTE NC 28235 N/A PC JEWISH 358 HIAS 1300 SPRING ST STE 500 SILVER SPRING MD 20910 N/A PC JEWISH 720 HUMANE SOCIETY OF CHARLOTTE 2700 TOOMEY AVE CHARLOTTE NC 28203 N/A PC COMMUNITY 100 INTERNATIONAL HOUSE 1817 CENTRAL AVENUE CHARLOTTE NC 28205 N/A PC GENERAL SUPPORT 500 INTERNATIONAL RESCUE COMMITTEE 122 EAST 42ND STREET NEW YORK NY 10168 N/A PC CHARITY 500 JAMIE KIMBLE FOUNDATION FOR COURAGE 1850 E 3RD ST STE 110 CHARLOTTE NC 28204 N/A PC COMMUNITY 252 JEWISH EDUCATIONAL LOAN FUND 4549 CHAMBLEE DUNWOODY RD ATLANTA GA 30338 N/A PC JEWISH 360 JEWISH FAMILY SERVICES 5007 PROVIDENCE ROAD CHARLOTTE NC 28226 N/A PC JEWISH 1000 JEWISH FEDERATION OF GREATER CHARLOTTE 5007 PROVIDENCE ROAD CHARLOTTE NC 28226 N/A PC JEWISH - ANNUAL PLEDGE, CHARLOTTE JEWISH NEWS, UKRAINIAN RELIEF 28234 JEWISH HISTORICAL SOCIETY OF SC 96 WENTWORTH STREET CHARLESTON SC 29424 N/A PC JEWISH 54 JOE MARTIN ALS FOUNDATION 100 N TRYON ST CHARLOTTE NC 28202 N/A PC MEDICAL 180 KINDER-MOURN INC 1320 HARDING PL CHARLOTTE NC 28204 N/A PC COMMUNITY 150 LEARNING SOCIETY OF QUEENS COLLEGE 1900 SELWYN AVENUE CHARLOTTE NC 28207 N/A PC ACADEMIC 1125 LEVINE JEWISH COMMUNITY CENTER 5007 PROVIDENCE ROAD CHARLOTTE NC 28226 N/A PC JEWISH COMMUNITY, CHARLOTTE JEWISH FILM FESTIVAL 4241 LEVINE-SKLUT JUDAIC LIBRARY 5007 PROVIDENCE RD 107 CHARLOTTE NC 28226 N/A PC JEWISH 180 LOAVES AND FISHES PO BOX 11234 CHARLOTTE NC 28220 N/A PC COMMUNITY 1000 MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH PO BOX 4777 NEW YORK NY 10163 N/A PC MEDICAL 150 MINT MUSEUM 2730 RANDOLPH ROAD CHARLOTTE NC 28207 N/A PC ARTS 2350 MISTY MEADOWS MITEY RIDERS INC 455 PROVIDENCE ROAD SOUTH WEDDINGTON NC 28173 N/A PC MEDICAL 500 NATIONAL MULTIPLE SCLEROSIS SOCIETY 733 3RD AVENUE NEW YORK NY 10017 N/A PC MEDICAL 1000 NC MEDASSIST 601 E 5TH ST SUITE 350 CHARLOTTE NC 28202 N/A PC MEDICAL 500 NORTH CAROLINA HILLEL FOUNDATION 210 WEST CAMERON AVE CHAPEL HILL NC 27516 N/A PC JEWISH 254 OHIO WESLEYAN UNIVERSITY 61 S SANDUSKY ST DELAWARE OH 43015 N/A PC ACADEMIC 100 PARKINSON ASSOCIATION OF THE CAROLINAS 1515 MOCKINGBIRD LANE 1055 CHARLOTTE NC 28209 N/A PC MEDICAL 250 PAT'S PLACE CHILD ADVOCACY CENTER 901 EAST BLVD CHARLOTTE NC 28203 N/A PC COMMUNITY 500 PHI BETA KAPPA 1606 NEW HAMPSHIRE AVE NW WASHINGTON DC 200092512 N/A PC ACADEMIC 100 PLANNED PARENTHOOD 4822 ALBEMARLE ROAD CHARLOTTE NC 28205 N/A PC MEDICAL 8500 QUEEN'S UNIVERSITY OF CHARLOTTE 1900 SELWYN AVE CHARLOTTE NC 28274 N/A PC ACADEMIC 18570 READING PARTNERS OF SC 180 GRAND AVE OAKLAND CA 94612 N/A PC EDUCATION 50 REFUGEE SUPPORT SERVICES OF THE CAROLINAS 3601 CENTRAL AVE CHARLOTTE NC 282055637 N/A PC COMMUNITY 250 ROOF ABOVE PO BOX 36471 CHARLOTTE NC 28236 N/A PC COMMUNITY 2500 SECOND HARVEST FOOD BANK OF METROLINA INC 500 SPRATT ST STE B CHARLOTTE NC 28206 N/A PC COMMUNITY 500 SOUTHERN POVERTY LAW CENTER 400 WASHINGTON AVE MONTGOMERY AL 36104 N/A PC COMMUNITY 500 SPECIAL OLYMPICS NORTH CAROLINA 2200 GATEWAY CENTRE BLVD STE 201 MORRISVILLE NC 275609122 N/A PC MEDICAL 250 TEEN HEALTH CONNECTION 3541 RANDOLPH RD 206 CHARLOTTE NC 28211 N/A PC MEDICAL 360 TEMPLE BETH EL 5101 PROVIDENCE ROAD CHARLOTTE NC 28226 N/A PC JEWISH 3264 TEMPLE EMANUEL 320 S SOUTH ST GASTONIA NC 28052 N/A PC JEWISH 54 TEMPLE ISRAEL 4901 PROVIDENCE ROAD CHARLOTTE NC 28226 N/A PC JEWISH 8780 TEMPLE ISRAEL SISTERHOOD 601 N MONTGOMERY ST GARY IN 46403 N/A PC JEWISH 54 THE CENTER FOR COMMUNITY TRANSITION 5825 OLD CONCORD RD CHARLOTTE NC 28213 N/A PC COMMUNITY 500 THE HONORABLE TINA BROZMAN FOUNDATION INC 31 W 52ND ST 4 NEW YORK NY 10019 N/A PC MEDICAL DONATION TO TINA'S WISH 50 THE JEWISH FEDERATION OF CHARLESTON SC 176 CROGHAN SPUR STE 100 CHARLESTON SC 29407 N/A PC JEWISH 1800 THE LEUKEMIA & LYMPHOMA SOCIETY 3 INTERNATIONAL DR STE 200 RYE BROOK NY 10573 N/A PC MEDICAL 180 TREES CHARLOTTE FOUNDATION 701 TUCKASEEGEE ROAD CHARLOTTE NC 28208 N/A PC COMMUNITY 360 UNC CENTER FOR PUBLIC TELEVISION PO BOX 14900 RESEARCH TRIANGLE PARK NC 27709 N/A PC PUBLIC TELEVISION 500 UNITED STATES HOLOCAUST MEMORIAL MUSEUM 100 RAOUL WALLENBERG PL SW WASHINGTON DC 20024 N/A PC JEWISH 144 UNITED WAY OF CENTRAL CAROLINAS INC 601 E 5TH STE 220 CHARLOTTE NC 28215 N/A PC COMMUNITY 1000 WFAE 8801 JM KEYNES DR SUITE 91 CHARLOTTE NC 28262 N/A PC COMMUNITY 1000 WOMEN'S IMPACT FUND 217 S TRYON ST CHARLOTTE NC 28202 N/A PC COMMUNITY 1800 WORLD JEWISH CONGRESS PO BOX 90400 WASHINGTON DC 20090 N/A PC JEWISH 108 YOURS TRULY NEEDLEPOINT 3802 COLUMBINE CIRCLE CHARLOTTE NC 28211 N/A NC GENERAL SUPPORT 300 YWCA CENTRAL CAROLINAS 3420 PARK RD CHARLOTTE NC 28209 N/A PC COMMUNITY 500 141085 0 14 18678 14 49075 18 -19948 0 47805 0 47805 0 0 0 0 0 0 0 0 0 0 X X 1 MARC AND MATTYE SILVERMAN 6707-C FAIRVIEW RD CHARLOTTE NC 28210 103761 X 1 163 SHARES BERKSHIRE HATHAWAY, 1080 SHARES TRUIST FINANCIAL 103761 2022-05-27 RETURN PREP/TAX COMPLIANCE 4565 0 4565 DUKE ENERGY CORP 20359 19752 WELLS FARGO & CO 20358 19726 THE SOUTHERN CO 19067 19061 AMGEN INC 19667 19705 CSX CORP 20116 19616 JPMORGAN CHASE 20073 19655 U.S. BANCORP 20033 19336 FIFTH THIRD BAN 19312 18507 LOWE'S COMPANIES, I 20270 19685 HONEYWELL INERN 19499 18801 TRUIST FINL CORP 20351 19138 THE HOME DEPOT 20755 19569 SYSCO CORP 20170 19396 BANK OF AMERICA 33633 30028 CSX CORP 19858 19461 BRISTOL-MYERS SQU 19291 19297 WASTE MANAGEMENT, 22193 21195 JPMORGAN CHASE 25000 20725 3M CO 24434 15767 ABBOTT LABORATORIES 68100 60755 ABBVIE INC 82957 136739 ALPHABET INC VOTING CAP STK CL A 67761 114103 AMAZON COM INC 47929 82632 AMGEN INC 106110 114106 APPLE INC 24059 143133 BECTON DICKINSON & CO 57152 61885 CARRIER GLOBAL CORP 19096 22875 CHEVRON CORPORATION 37216 45522 CISCO SYSTEMS INC 60461 87195 COLGATE-PALMOLIVE CO 24969 22545 DOLLAR GENERAL CORP 42600 42092 DUKE ENERGY CORP 44617 43412 EXXON MOBIL CORP 9841 14365 HOME DEPOT INC 91973 102702 HONEYWELL INTL INC 36620 38224 JOHNSON & JOHNSON 77659 88815 MASTERCARD INC 78963 90853 MCDONALDS CORP 32370 41942 META PLATFORMS INC 51584 53409 MICROSOFT CORP 26355 126275 NETFLIX INC 18412 25911 NIKE INC 38934 36792 NVIDIA CORP 77628 152773 PEPSICO INCORPORATED 21013 29715 PROCTER & GAMBLE CO 21722 28251 SALESFORCE COM 77874 59934 SOUTHERN COMPANY 24664 28876 THE COCA-COLA CO 34997 44848 UNITED PARCEL SRVC 42689 48497 VERIZON COMMUNICATIONS COM 56561 40018 WALMART INC 20489 28605 WALT DISNEY CO 65683 50065 FIRST TRUST NASDAQ 80661 94050 GLOBAL X US INFRA 63739 85050 INVSC SP 500 EQUAL 54837 55196 ISHARES CORE S&P MID CAP ETF 25379 31270 ISHARES IBONDS DEC 2023 50130 50380 ISHARES IBONDS DEC 2024 49300 49180 ISHARES TREASURY FLOATNG 50427 50590 ISHR IBND DEC 2025 TRM 48594 49060 ISHRS IBNDS DEC 2026 TRM 47133 47460 SELECT SECTOR INDUSTRIAL SPDR ETF 16252 20236 SELECT SECTOR UTI SELECT SPDR ETF 38580 40614 WISDOMTREE FLOATING RATE 50319 50270 AQR SMALL CAP MULTI-STYL E I 50000 55593 FEDERATED HERMES KAUFMAN N SMALL CAP IS 39391 40525 VANGUARD DIVIDEND GROWTH INV 71022 117580 CROWN CASTLE INTERNATIONAL CORP 2851 4283 153879 143976 0 0 BOOK / TAX DIFFERENCE ON CONTRIBUTED ASSETS 81773 MISCELLANEOUS 74 0 74 INVESTMENT MANAGEMENT FEES 12817 12817 0 FEDERAL TAX 13000 0 0