Nonprofit · EIN 56-2276950
UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INVESTMENT FUND
Tax-exempt · CHARLOTTE, NC 28223
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $5,968,107 | $1,054,464 | $4,913,643 | $376,735,835 | $193,235 | $376,542,600 |
| June 30, 2024 | 990 | $457,066 | $1,235,399 | -$778,333 | $344,668,261 | $180,995 | $344,487,266 |
| June 30, 2023 | 990 | $1,983,754 | $1,105,855 | $877,899 | $316,286,095 | $163,247 | $316,122,848 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $5,882,150
- Net gain from sales of assets
- $5,627,455
- Other revenue
- $85,957
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $53,971
- Program services (functional)
- $1,054,464
Balance sheet and other
- Total assets, start of year
- $344,668,261
- Total assets, end of year
- $376,735,835
- Total liabilities, end of year
- $193,235
- Net assets, end of year
- $376,542,600
- Gross unrelated business income
- $265,726
- Gross receipts
- $5,968,107
- Employees
- 0
- Volunteers
- 7
- Year formed
- 2004
- State of legal domicile
- NC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DR RICHARD AMON | TREASURER Trustee or director, Officer | 1 | $0 | $283,316 | $60,250 |
| MICHAEL SHIELDS | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DIMITRI TRIANTAFYLLIDES | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KEVIN BROWN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DENNIS N BUNKER III | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| SHARON GABER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| SUSAN N JAMISON | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DR RICHARD AMON | TREASURER Trustee or director, Officer | 1 | $0 | $265,253 | $56,564 |
| MICHAEL SHIELDS | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DIMITRI TRIANTAFYLLIDES | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KEVIN BROWN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DENNIS N BUNKER III | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| SHARON GABER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| SUSAN N JAMISON | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| RICHARD AMON | SEC/TREAS Trustee or director, Officer | 1 | $0 | $280,212 | $45,929 |
| MICHAEL SHIELDS | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DIMITRI TRIANTAFYLLIDES | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KEVIN BROWN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| SUSAN DEVORE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| SHARON GABER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| SUSAN N JAMISON | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 9201 UNIVERSITY CITY BLVD REESE 411, CHARLOTTE, NC 28223-0001
- In care of
- % ELIZABETH HARDIN
- Principal officer (990 for 2024)
- DR RICHARD AMON, 9201 UNIVERSITY CITY BLVD REESE 411, CHARLOTTE, NC 282230001
- Signed the 990
- DR RICHARD AMON, TREASURER
- Phone
- (704) 687-5809
- Return prepared by
- RSM US LLP
Mission
THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INVESTMENT FUND, INC. (UNCCIF) IS A NORTH CAROLINA NOT-FOR-PROFIT ORGANIZATION ESTABLISHED TO SUPPORT THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE (UNC 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 UNC CHARLOTTE.
Program accomplishments
- 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.Expenses $1,054,464
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 56-2276950
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2004
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B11)
- Assets (IRS master file)
- $376,735,835
- Income (IRS master file)
- $5,968,107
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $5,968,107 | $1,054,464 | $376,735,835 | XML |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $457,066 | $1,235,399 | $344,668,261 | XML |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $1,983,754 | $1,105,855 | $316,286,095 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $410,794 | $1,484,041 | $306,480,982 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 56-2276950).
Questions about UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INVESTMENT FUND
- What is the EIN of UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INVESTMENT FUND?
- The employer identification number (EIN) of UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INVESTMENT FUND is 56-2276950.
- Is UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INVESTMENT FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INVESTMENT FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INVESTMENT FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INVESTMENT FUND due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INVESTMENT FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INVESTMENT FUND?
- The 990 for the year ended June 30, 2025 names DR RICHARD AMON.
- Who are the officers and directors of UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INVESTMENT FUND?
- The 990 for the year ended June 30, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INVESTMENT FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $5,968,107, expenses of $1,054,464 and total assets of $376,735,835 at year end.
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