2020-07-14T14:30:16-05:00 2019-06-30 560574444 CHERRY BEKAERT LLP 1111 METROPOLITAN AVE STE 900 CHARLOTTE NC 28204 990 2018-07-01 560693436 ARTS & SCIENCE COUNCIL CHARLOTTE/MECKLENBURG INC ARTS 7043332272 222 S CHURCH STREET SUITE 300 CHARLOTTE NC 28202 RONALD JEEP BRYANT CHIEF EXECUTIVE OFFICER 7043332272 2020-07-14 1 AMANDA ADAMS P00748038 7043771678 76.105.106.201 2020-07-14 10:05:20 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 18694F53AD11E15FFCEA276DE93F63B2E746D691 2018 2020-09-22 18:59:49Z X RONALD JEEP BRYANT 222 S CHURCH STREET SUITE 300 CHARLOTTE NC 28202 13800154 0 X WWW.ARTSANDSCIENCE.ORG X 1958 NC THE ARTS & SCIENCE COUNCIL IS A PROACTIVE, NON-PROFIT ORGANIZATION THAT PROVIDES THE PLANNING, OVERSIGHT AND FUNDING REQUIRED TO ENSURE AND SUPPORT A VIBRANT AND CULTURALLY DIVERSE ARTS, SCIENCE, AND HISTORY COMMUNITY IN CHARLOTTE-MECKLENBURG FOR THE EDUCATION OF OUR CHILDREN AND THE ENJOYMENT OF ALL RESIDENTS. 26 26 63 400 0 0 15843756 13800154 0 0 -776 0 0 0 15842980 13800154 8384817 8435730 0 0 3046397 3341649 0 0 1742632 6600226 4012537 18031440 15789916 -2188460 -1989762 44085990 39918141 9394767 9042441 34691223 30875700 X SEE SCHEDULE O.THE ARTS & SCIENCE COUNCIL (ASC) IS: THE COMMUNITY'S CHIEF ADVOCATE FOR ARTS, SCIENCE, HISTORY AND HERITAGE, A GATHERER AND STEWARD OF PUBLIC AND PRIVATE COMMUNITY RESOURCES, AN INVESTOR OF THOSE RESOURCES IN THE CULTURAL SECTOR AND COMMUNITY, THE STRATEGIC PLANNER FOR THE COMMUNITY'S CULTURAL SECTOR, AND THE PUBLIC ART AGENT FOR THE CITY OF CHARLOTTE AND MECKLENBURG COUNTY. THE MISSION OF THE ORGANIZATION IS BUILDING APPRECIATION, PARTICIPATION AND SUPPORT FOR ARTS, SCIENCE, HISTORY AND HERITAGE IN CHARLOTTE-MECKLENBURG. THE VISION IS TO SHAPE A VIBRANT CULTURAL LIFE FOR ALL. 0 0 5804672 5804672 THE ARTS & SCIENCE COUNCIL GRANTED OPERATING SUPPORT FUNDING TO 31 REGIONAL CULTURAL PARTNERS. GRANTS ARE AWARDED BY A DELIBERATE SYSTEM OF PEER AND EXPERT REVIEW CONDUCTED BY PANELS OF CITIZEN VOLUNTEERS AND PROFESSIONAL STAFF. AWARDS ARE MADE BASED ON A PRE-ESTABLISHED RANKING SYSTEM THAT TAKES INTO CONSIDERATION PROGRAM EXCELLENCE, RELEVANCE AND FINANCIAL STEWARDSHIP. GRANT AWARD RECOMMENDATIONS FROM THE REVIEW PROGRAM EXCELLENCE, RELEVANCE AND FINANCIAL STEWARDSHIP. GRANT AWARD RECOMMENDATIONS FROM THE REVIEW PANELS ARE APPROVED BY ASC'S BOARD OF DIRECTORS. 4353020 2631058 THE ARTS & SCIENCE COUNCIL MAKES A VARIETY OF PROJECT SUPPORT GRANTS AND FUNDS AN ARRAY OF SERVICES THAT CONTRIBUTE TO THE VITALITY AND SUSTAINABLITY OF THE REGIONAL CULTURAL SECTOR. THESE GRANTS AND SERVICES DIRECTLY ALIGN WITH ASC'S MISSION OF SUSTAINING ACCESS TO AN EXCELLENT AND RELEVANT CULTURAL SECTOR - ADVANCING ARTS, SCIENCE, HISTORY, AND HERITAGE ENDEAVORS IN THE CHARLOTTE-MECKLENBURG REGION. IN CONCERT WITH ASC'S OPERATING SUPPORT PROGRAM, PROJECT AND OTHER SERVICE FUNDING BUILD COMMUNITY, INCREASE CULTURAL PROGRAM RELEVANCE AND INNOVATION, AND ADVANCE THE ARTS, SCIENCE, HISTORY, AND HERITAGE IN PRE K-12 EDUCATION. 2550417 THE ARTS & SCIENCE COUNCIL PROVIDES MANAGEMENT SERVICES FOR THE CITY OF CHARLOTTE, MECKLENBURG COUNTY, AND OTHER PRIVATE PARTNERS TO ENSURE EXCELLENCE AND RELEVANCE OF PUBLIC ART PROGRAMMING AND INSTALLATION. 12708109 1 1 0 0 0 1 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 240 0 1 63 1 0 0 0 0 0 0 0 0 0 0 0 0 X 26 26 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NC X X X NINA SCHULTZ 7043332272 222 S CHURCH STREET SUITE 300 CHARLOTTE NC 28202 PAULA VINCENT BOARD CHAIR 5.00 0.00 X X 0 0 0 VALECIA MCDOWELL BOARD CHAIR-ELECT 5.00 0.00 X X 0 0 0 ROBERT HARRINGTON IMMEDIATE PAST CHAIR 3.00 0.00 X X 0 0 0 SUSAN PATTERSON SECRETARY 3.00 0.00 X X 0 0 0 JEANNE JOHNSON TREASURER 3.00 0.00 X X 0 0 0 NORMA ABENNE MEMBER 1.00 0.00 X 0 0 0 MISSY BANKS MEMBER 1.00 0.00 X 0 0 0 DENIS BILODEAU MEMBER 1.00 0.00 X 0 0 0 KATHERYN BLACK MEMBER 1.00 0.00 X 0 0 0 MICHAEL BRYANT MEMBER 1.00 0.00 X 0 0 0 BRETT DENTON MEMBER 1.00 0.00 X 0 0 0 LISA LEWIS DUBOIS MEMBER 1.00 0.00 X 0 0 0 MATTHEW GARDNER MEMBER 1.00 0.00 X 0 0 0 WILLIAM FARTHING JR MEMBER 1.00 0.00 X 0 0 0 DURRELL GILBERT MEMBER 1.00 0.00 X 0 0 0 WESLEY MANCINI MEMBER 1.00 0.00 X 0 0 0 LAWANA MAYFIELD MEMBER 1.00 0.00 X 0 0 0 TIM MILLER MEMBER 1.00 0.00 X 0 0 0 KATRINA PRIDE MEMBER 1.00 0.00 X 0 0 0 ELLA SCARBOROUGH MEMBER 1.00 0.00 X 0 0 0 DEBORAH STEWART MEMBER 1.00 0.00 X 0 0 0 JAZ TUNNELL MEMBER 1.00 0.00 X 0 0 0 BANU VALLADARES MEMBER 1.00 0.00 X 0 0 0 MIKE VASAUNE MEMBER 1.00 0.00 X 0 0 0 TIFFANY WADDELL MEMBER 1.00 0.00 X 0 0 0 DENYTRA WHITNER MEMBER 1.00 0.00 X 0 0 0 ROBERT BUSH CEO 40.00 0.00 X 216065 0 14221 SUSAN GARY SVP COO 40.00 0.00 X 120306 0 7910 TONI FREEMAN EVP 40.00 0.00 X 159484 0 9800 BARBARA ANN TEMPLE VP, EDUCATION 30.00 10.00 X 141069 0 11898 KATHERINE MOORING SVP, COMMUNITY INVESTMENT 40.00 0.00 X 136203 0 10996 KRISTA TERRELL VP, MARKETING & COMMUNICATIONS 40.00 0.00 X 103518 0 8998 876645 0 63823 6 0 1 0 BLACKBAUD INC PO BOX 930256 ATLANTA GA 31193 SOFTWARE MAINTENANCE 113500 1 1450356 8698412 3651386 18114 13800154 13800154 0 0 0 X 8139760 8139760 295970 295970 527786 246751 136033 145002 2309736 1079850 595320 634566 27679 13464 6809 7406 277185 134043 68673 74469 199263 96105 49527 53631 656 656 32777 13659 8522 10596 2413199 2146746 118772 147681 69168 13913 7120 48135 290606 91826 92832 105948 281510 59390 37754 184366 266647 134605 49755 82287 126090 46342 29381 50367 PROCESSING FEES 133635 26541 9665 97429 398249 168488 129012 100749 15789916 12708109 1339175 1742632 1834522 1015684 7163789 6521571 558600 811398 73311 21777 1844640 1550203 373911 294437 2822 0 34079035 31253274 44085990 39918141 594367 209447 3598965 3986795 5201435 4846199 9394767 9042441 X -2798601 -3058880 9581459 6026215 27908365 27908365 34691223 30875700 44085990 39918141 X -1989762 -1825761 X 0 1 X 1 0 X 10937706 10322998 11537392 15843756 13800154 62442006 10937706 10322998 11537392 15843756 13800154 62442006 1856574 60585432 454 112 99 665 62442671 0.97030 0.99150 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3 0 0 1354117 1 1 32466657 -385731 1450356 30630570 32023789 3066543 2623675 32466657 31432008 30000 2134306 1572525 32023789 32095072 907804 1570868 31432008 33415834 7564 1328326 32095072 0.91110 0.08890 0 1 1 1844640 1550203 294437 294437 BENEFICIAL INTEREST IN GREATER CHARLOTTE CULTURAL TRUST 31253274 31253274 PAYABLE - DESIGNATED BENEFICIARIES 4846199 4846199 X 11975427 1034 1034 11974393 1825761 1825761 13800154 15790950 1034 1034 15789916 0 15789916 PART V, LINE 4: ASC'S ENDOWMENT CONSISTS OF 19 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. PART X, LINE 2: ASC IS EXEMPT FROM FEDERAL INCOME TAX UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC"). IN ACCORDANCE WITH IRC REGULATIONS, ASC IS TAXED ON UNRELATED BUSINESS INCOME, WHICH CONSISTS OF EARNINGS FROM ACTIVITIES NOT RELATED TO THE EXEMPT PURPOSE OF ASC. ASC ACCOUNTS FOR TAX UNCERTAINTIES BASED ON A MORE LIKELY THAN NOT RECOGNITION THRESHOLD WHEREBY TAX BENEFITS ARE ONLY RECOGNIZED WHEN ASC BELIEVES THAT THEY HAVE A GREATER THAN 50% LIKELIHOOD OF BEING SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. PART XI, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST 1,825,761. 1 A SIGN OF THE TIMES OF THE CAROLINAS 6228 EAGLE PEAK DRIVE CHARLOTTE NC 28214 204766220 501(C)(3) 20000 OPERATING SUPPORT GRANT ACTOR'S THEATRE OF CHARLOTTE 2219 FREEDOM DRIVE CHARLOTTE NC 28208 581888236 501(C)(3) 45000 OPERATING SUPPORT GRANT ARTS 345 N COLLEGE ST CHARLOTTE NC 28202 591356847 501(C)(3) 376084 CULTURE BLOCKS PROGRAM INVESTMENT, OPERATING SUPPORT GRANT, AND TECHNICAL ASSISTANCE GRANT BACH AKADEMIE CHARLOTTE 3527 PROVIDENCE RD CHARLOTTE NC 28207 822472670 501(C)(3) 7500 CULTURAL VISION GRANT BECHTLER MUSEUM OF MODERN ART 420 S TRYON STREET CHARLOTTE NC 28202 562225722 501(C)(3) 369060 CULTURE BLOCKS PROGRAM INVESTMENT, OPERATING SUPPORT GRANT, AND TECHNICAL ASSISTANCE GRANT BLUMENTHAL PERFORMING ARTS 345 NORTH COLLEGE STREET CHARLOTTE NC 28202 134258900 501(C)(3) 250000 OPERATING SUPPORT, CULTURAL EDUCATION IN SCHOOLS, SPECIAL PROJECT GRANT BNS PRODUCTIONS 9611 BROOKDALE DRIVE CHARLOTTE NC 28215 810705805 501(C)(3) 41295 CULTURAL VISION GRANT AND CULTURE BLOCKS PROGRAM INVESTMENT CAROLINA RAPTOR CENTER PO BOX 16443 CHARLOTTE NC 28297 561349170 501(C)(3) 100363 OPERATING SUPPORT CAROLINA VOICES 1900 QUEENS ROAD CHARLOTTE NC 28207 560810412 501(C)(3) 35000 OPERATING SUPPORT CAROLINAS AVIATION MUSEUM 4672 FIRST FLIGHT DRIVE CHARLOTTE NC 28208 561769105 501(C)(3) 45000 OPERATING SUPPORT, TECHNICAL ASSISTANCE GRANT CAROLINE CALOUCHE & CO 9315-E MONROE ROAD CHARLOTTE NC 28270 203607784 501(C)(3) 6000 CULTURAL VISION GRANT CHARLOTTE ART LEAGUE 1517 CAMDEN RD CHARLOTTE NC 28203 237414250 501(C)(3) 12500 OPERATING SUPPORT GRANT CHARLOTTE BALLET 701 N TRYON STREET CHARLOTTE NC 28202 581314711 501(C)(3) 613550 CULTURE BLOCKS PROGRAM INVESTMENT, OPERATING SUPPORT GRANT, AND TECHNICAL ASSISTANCE GRANT CHARLOTTE CENTER FOR LITERARY ARTS INC 1817 CENTRAL AVENUE ROOM 302 CHARLOTTE NC 28205 474988291 501(C)(3) 7500 CULTURE VISION GRANT CHARLOTTE DRAGON BOAT ASSOCIATION 4700 CARSONS POND ROAD CHARLOTTE NC 28225 270270077 501(C)(3) 5000 CULTURE VISION GRANT CHARLOTTE FOLK SOCIETY PO BOX 36864 CHARLOTTE NC 282366864 561328389 501(C)(3) 11000 OPERATING SUPPORT GRANT CHARLOTTE REPERTORY DANCE THEATRE (CRDT) 4910 LAKEVIEW RD CHARLOTTE NC 28216 824459994 501(C)(3) 7830 CULTURE BLOCKS PROGRAM INVESTMENT CHARLOTTE SYMPHONY 301 S TRYON STREET SUITE 1700 CHARLOTTE NC 28282 566011568 501(C)(3) 666331 OPERATING SUPPORT, EDUCATION ENDOWMENT GRANT, TECHNICAL ASSISTANCE CHICKSPEARE 1313 RENFROW LANE CHARLOTTE NC 28270 501(C)(3) 10900 CULTURE BLOCKS PROGRAM INVESTMENT CHILDREN'S THEATRE OF CHARLOTTE 300 EAST SEVENTH STREET CHARLOTTE NC 28202 561028031 501(C)(3) 374235 OPERATING SUPPORT, CULTURAL BLOCKS PROGRAM INVESTMENT CLAYWORKS 4506 MONROE ROAD CHARLOTTE NC 28205 900198258 501(C)(3) 60000 OPERATING SUPPORT GRANT CLEAN AIR CAROLINA PO BOX 5311 CHARLOTTE NC 28202 570462653 501(C)(3) 5000 CULTURAL VISION GRANT COMMUNITY DREAM BUILDERS INC 445 KESWICK AVENUE CHARLOTTE NC 28206 462711220 501(C)(3) 5000 CULTURAL VISION GRANT COMMUNITY EDUCATION PROJECT 4025 KALISPELL LN CHARLOTTE NC 28269 263825618 501(C)(3) 7990 CULTURAL VISION GRANT DAPPER STREET PRODUCTIONS INC 7430 ARAGORN LANE CHARLOTTE NC 28212 208333303 501(C)(3) 14600 CULTURE BLOCKS PROGRAM INVESTMENT DAVIDSON COLLEGE BOX 7117 DAVIDSON NC 28035 560529961 501(C)(3) 6500 CULTURAL VISION GRANT DAVIDSON COMMUNITY PLAYERS PO BOX 76 DAVIDSON NC 28036 581542159 501(C)(3) 30000 OPERATING SUPPORT DEAR SOUL MUSIC COMPANY 433 WEST CRAIGHEAD RD CHARLOTTE NC 28206 814740768 501(C)(3) 23705 CULTURE BLOCKS PROGRAM DIGI-BRIDGE 216 SYLVANIA AVE CHARLOTTE NC 28206 464859045 501(C)(3) 20000 CULTURAL VISION GRANT DISCOVERY PLACE INC 301 N TRYON STREET CHARLOTTE NC 28202 560529944 501(C)(3) 794095 CULTURAL BLOCKS PROGRAM INVESTMENT, OPERATING SUPPORT, TECHNICAL ASSISTANCE GRANT FESTIVAL IN THE PARK 1409 EAST BLVD CHARLOTTE NC 28273 566087310 501(C)(3) 15000 CULTURAL VISION GRANT FIRST BAPTIST CHURCH WEST COMMUNITY SERVICES ASSOCIATION 1801 OAKLAWN AVENUE CHARLOTTE NC 28216 900080769 501(C)(3) 10000 CULTURAL VISION GRANT GAY MENS CHORUS OF CHARLOTTE PO BOX 560661 CHARLOTTE NC 28256 205361365 501(C)(3) 10000 OPERATING SUPPORT GOODYEAR ARTS 1776 STATESVILLE AVE CHARLOTTE NC 28206 821291043 501(C)(3) 6000 CULTURAL VISION GRANT GUILD OF CHARLOTTE ARTISTS 2730 RANDOLPH ROAD CHARLOTTE NC 28207 237370764 501(C)(3) 6000 CULTURAL VISION GRANT HARVEY B GANTT CENTER FOR AFRICAN-AMERICAN ARTS CULTURE 551 S TRYON STREET CHARLOTTE NC 28202 561152286 501(C)(3) 189880 OPERATING SUPPORT, TECHNICAL ASSISTANCE HISTORIC ROSEDALE PLANTATION 3427 N TRYON STREET CHARLOTTE NC 28206 561558489 501(C)(3) 15000 OPERATING SUPPORT INDIA ASSOCIATION OF CHARLOTTE 3212 DEVON CROFT LN CHARLOTTE NC 28269 561907586 501(C)(3) 14000 CULTURAL VISION GRANT INREACH 4530 PARK RD SUITE 300 CHARLOTTE NC 28209 521084075 501(C)(3) 9000 CULTURAL VISION GRANT INSPIRE THE FIRE INC 3811 YORKFORD DRIVE CHARLOTTE NC 28206 562403601 501(C)(3) 10000 CULTURAL VISION GRANT JAZZ ARTS CHARLOTTE 345 N COLLEGE ST CHARLOTTE NC 28202 271728470 501(C)(3) 52500 OPERATING SUPPORT, TECHNICAL ASSISTANCE JOHNSON C SMITH UNIVERSITY INCORPORATED 100 BEATTIES FORD ROAD CHARLOTTE NC 282165302 250983069 501(C)(3) 8000 CULTURAL VISION GRANT LATIN AMERICAN COALITION 4938 CENTRAL AVE CHARLOTTE NC 28205 581945776 501(C)(3) 8000 CULTURAL VISION GRANT LEVINE MUSEUM OF THE NEW SOUTH 200 E 7TH STREET CHARLOTTE NC 28202 561748648 501(C)(3) 452077 CULTURE BLOCKS PROGRAM INVESTMENT, OPERATING SUPPORT, OTHER GRANTS LORIEN ACADEMY OF THE ARTS 2461 ARTY AVE CHARLOTTE NC 28208 822409144 501(C)(3) 7000 CULTURAL VISION GRANT MAHA'S DANCES OF INDIA 5349 CASPER DRIVE CHARLOTTE NC 28214 293824588 501(C)(3) 7360 CULTURE BLOCKS PROGRAM INVESTMENT MATTHEWS PARKS RECREATION AND CULTURAL RESOURCES DEPT 100 MCDOWELL ST MATTHEWS NC 28202 566001283 501(C)(3) 5000 ASC TOWN INITIATIVES GRANT MATTHEWS PLAYHOUSE OF THE PERFORMING ARTS 100 E MCDOWLL ST MATTHEWS NC 28105 561937368 501(C)(3) 30000 OPERATING SUPPORT MCCOLL CENTER FOR ART INNOVATION 721 N TRYON STREET CHARLOTTE NC 28202 510195015 501(C)(3) 281600 OPERATING SUPPORT MINT HILL ARTS 11205 LAWYERS ROAD SUITE A MINT HILL NC 28227 043846871 501(C)(3) 10000 OPERATING SUPPORT MINT MUSEUM OF ART INC 2730 RANDOLPH RD CHARLOTTE NC 28207 560670666 501(C)(3) 951352 OPERATING SUPPORT, OTHER GRANTS, TECHNICAL ASSISTANCE MOVING SPIRITS INC 6848 ENGLISH HILLS DRIVE 2B CHARLOTTE NC 28212 453503467 501(C)(3) 15618 CULTURE BLOCKS PROGRAM INVESTMENT MUSIC AT ST ALBAN'S PO BOX 371 DAVIDSON NC 28036 464695666 501(C)(3) 16100 CULTURAL VISION GRANT NORTH MECKLENBURG COMMUNITY CHORUS INC PO BOX 1234 CORNELIUS NC 28031 271469178 501(C)(3) 12500 CULTURAL VISION GRANT OBEY FOUNDATION INC PO BOX 25163 CHARLOTTE NC 28229 133985609 501(C)(3) 20000 CULTURE BLOCK PROGRAM ONE VOICE INC PO BOX 9241 CHARLOTTE NC 28299 581979889 501(C)(3) 27500 OPERATING SUPPORT OPERA CAROLINA 1600 ELIZABETH AVENUE CHARLOTTE NC 28204 566019660 501(C)(3) 491150 THRIVE FUND, OTHER GRANTS, OPERATING SUPPORT, EDUCATION ENDOWMENT GRANT ORDER MY STEPS (OMS) 9229 LAWYERS RD SUITE I J MINT HILL NC 28227 900582305 501(C)(3) 13460 CULTURE BLOCKS PROGRAM INVESTMENT PLAYING FOR OTHERS (PFO) INC 720 S SUMMIT AVE STE B CHARLOTTE NC 28202 201426441 501(C)(3) 6500 CULTURAL VISION GRANT PREAH VIHEAR COMMUNITY CENTER PO BOX 43777 CHARLOTTE NC 28215 800856710 501(C)(3) 7000 CULTURAL VISION GRANT PROJECT ART AID INC PO BOX 1133 CHARLOTTE NC 28105 461311652 501(C)(3) 5000 CULTURAL VISION GRANT PROJECT SCIENTIST 1724 EAST BLVD SUITE 202 CHARLOTTE NC 28203 461763945 501(C)(3) 7200 CULTURAL VISION GRANT PROMISE RESOURCE NETWORK 1041 HAWTHORNE LANE CHARLOTTE NC 28205 272648129 501(C)(3) 7500 CULTURAL VISION GRANT PURPLE CHARLOTTE STEPPERS 1015 S BELVEDERE AVE GASTONIA NC 28054 813130327 501(C)(3) 19500 CULTURE BLOCKS PROGRAM INVESTMENT QUE-OS PO BOX 11256 CHARLOTTE NC 28205 460643659 501(C)(3) 10000 CULTURAL VISION GRANT SOUTHEND ARTS 2143 PARK ROAD CHARLOTTE NC 28203 832061483 501(C)(3) 7500 CULTURAL VISION GRANT STEVE CRUMP 12114 PRAILS MILL LANE CHARLOTTE NC 28262 403847857 5000 PRESIDENT'S DISCRETIONARY FUND SUSTAIN CHARLOTTE PO BOX 18201 CHARLOTTE NC 28205 010975452 501(C)(3) 5000 CULTURAL VISION GRANT THE ARTS EMPOWERMENT PROJECT 11402 JAMES JACK LANE CHARLOTTE NC 28277 454837497 501(C)(3) 10000 CULTURAL VISION GRANT THE CAROLINAS LATIN DANCE COMPANY PO BOX 43770 CHARLOTTE NC 28215 562276606 501(C)(3) 7500 OPERATING SUPPORT THE LIGHT FACTORY 1817 CENTRAL AVE CHARLOTTE NC 28205 510185359 501(C)(3) 35000 OPERATING SUPPORT GRANT THEATRE CHARLOTTE 501 QUEENS ROAD CHARLOTTE NC 28207 560591306 501(C)(3) 90650 OPERATING SUPPORT GRANT THREE BONE THEATRE 643 HILLSIDE AVE CHARLOTTE NC 28209 464220126 501(C)(3) 12500 OPERATING SUPPORT GRANT TOSCO MUSIC PARTIES 4953 ALBEMARLE RD CHARLOTTE NC 28205 562135861 501(C)(3) 20000 OPERATING SUPPORT TOWN OF DAVIDSON PO BOX 579 DAVIDSON NC 28036 566001212 GOVT 10000 ASC TOWN INITIATIVES GRANT TOWN OF HUNTERSVILLE PARKS & RECREATION 105 GILEAD RD FL 3 HUNTERSVILLE NC 28078 566001252 GOVT 10000 ASC TOWN INITIATIVES GRANT TOWN OF MATTHEWS PARKS RECREATION AND CULTURAL RESOURCE DEPARTMENT 100 E MCDOWELL ST MATTHEWS NC 28105 GOVT 5000 ASC TOWN INITIATIVES GRANT TOWN OF MINT HILL 4430 MINT HILL VILLAGE LN MINT HILL NC 28227 561034572 GOVT 10000 ASC TOWN INITIATIVES GRANT TOWN OF PINEVILLE 1000 JOHNSTON DR PINEVILLE NC 28134 566001310 GOVT 10000 ASC TOWN INITIATIVES GRANT UNCC OFFICE OF INTERNATIONAL PROGRAMS 9201 UNIVERSITY CITY BLVD CHARLOTTE NC 28223 560791228 501(C)(3) 5000 CULTURAL VISION GRANT UNIVERSITY CITY FOUNDATION 8801 JM KEYNES DRIVE SUITE 450 CHARLOTTE NC 28262 814461399 501(C)(3) 5000 CULTURE BLOCKS PROGRAM INVESTMENT UNIVERSITY OF NORTH CAROLINA SCHOOL OF THE ARTS FOUNDATION INC 1533 SOUTH MAIN STREET WINSTONSALEM NC 27127 566064850 501(C)(3) 15000 NC SCHOOL OF THE ARTS - WACHOVIA WING HAVEN 248 RIDGEWOOD AVENUE CHARLOTTE NC 28209 561014180 501(C)(3) 45000 OPERATING SUPPORT, TECHNICAL ASSISTANCE 82 1 CREATIVE RENEWAL FELLOWSHIP GRANT 7 70000 CULTURAL VISION GRANT 5 27000 CULTURE BLOCKS PROGRAM INVESTMENT 27 131676 REGIONAL ARTIST PROJECT GRANT 38 63294 TECHNICAL ASSISTANCE GRANT 4 4000 PART I, LINE 2: ASC OPERATING SUPPORT RECIPIENTS: OPERATING SUPPORT GRANT RECIPIENTS ARE REQUIRED TO SUBMIT THE FOLLOWING DOCUMENTATION TO MONITOR THE USE OF GRANT FUNDS: SIGNED GRANT AGREEMENT - REQUIRED BEFORE FIRST PAYMENT; METRICS GRID (CREATED BY EACH ORGANIZATION LISTING THEIR TOP 3 METRICS OF SUCCESS FOR THE FISCAL YEAR) IS SUBMITTED IN JULY, UPDATED IN JANUARY, FINAL REPORT IS JULY; QUARTERLY BUDGET TO ACTUAL FINANCIALS; AUDIT OR COMPILATION OF PREVIOUS YEAR; COPIES OF BROCHURES AND MAILINGS; QUARTERLY ATTENDANCE FIGURES AND BOARD OF DIRECTORS LIST. ASC STAFF ALSO MONITORS GRANT RECIPIENTS BY CONDUCTING SITE VISITS AND CONDUCTING FACE-TO-FACE MEETINGS DURING THE AWARD YEAR. ASC PROJECT GRANT RECIPIENTS: PROJECT GRANT RECIPIENTS ARE REQUIRED TO SUBMIT THE FOLLOWING DOCUMENTATION TO MONITOR THE USE OF GRANT FUNDS: INITIAL PAPERWORK: SIGNED GRANT AGREEMENT; REVISED NARRATIVE & BUDGET (IF THE GRANTEE RECEIVED LESS THAN THE AMOUNT REQUESTED). FINAL PAPERWORK: FINAL REPORT OUTLINING ASSESSMENT AND EVALUATION; FINAL BUDGET AND PROJECT DOCUMENTATION. ADDITIONALLY, PROJECT GRANT RECIPIENTS WHO RECEIVE STATE SUB-GRANTS ARE REQUIRED TO SUBMIT ADDITIONAL PAPERWORK INCLUDING: NOTARIZED CONFLICT OF INTEREST POLICY; NOTARIZED NO OVERDUE TAX DEBT FORM; STATE GRANT CERTIFICATION & SWORN STATEMENT AND STATE GRANT COMPLIANCE REPORT. ASC STAFF ALSO PERIODICALLY MONITORS GRANT RECIPIENTS BY CONDUCTING SITE VISITS TO FUNDED PROJECTS. X X X X 0 0 0 0 0 0 0 0 0 ROBERT BUSH CEO 216065 0 0 0 0 0 4492 0 9729 0 230286 0 0 0 TONI FREEMAN EVP 156484 0 3000 0 0 0 2074 0 7726 0 169284 0 0 0 BARBARA ANN TEMPLE VP, EDUCATION 139069 0 2000 0 0 0 4172 0 7726 0 152967 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE ADMINISTRATION AND OPERATIONS COMMITTEE, ASC PRESIDENT AND CFO EACH REVIEW A DRAFT OF THE 990 IN DETAIL. UPON THEIR ACCEPTANCE OF THE DOCUMENT, THE FORM 990 IS SHARED WITH THE FULL BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD MEMBERS AND STAFF ARE PROVIDED A COPY OF THE CONFLICT OF INTEREST POLICY EACH JULY AND ASKED TO REVIEW AND SIGN THE FORM INDICATING THEY HAVE READ THE POLICY AND MADE ANY APPROPRIATE DISCLOSURES. SHOULD A CONFLICT EXIST ON A MATTER COMING TO A VOTE, THE MEMBER WITH THE CONFLICT WOULD EXCUSE HIMSELF/HERSELF FROM THE VOTE. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT'S COMPENSATION IS ESTABLISHED ANNUALLY BY THE OFFICERS OF THE BOARD OF DIRECTORS. COMPENSATION ADJUSTMENTS ARE MADE BASED ON INDIVIDUAL PERFORMANCE (AS DETERMINED THROUGH A 360 DEGREE REVIEW), MARKET CONDITIONS, AND COMPARABLE NONPROFIT PEER COMPENSATION. DISCUSSIONS ARE DOCUMENTED IN THE MEETING MINUTES. THE OFFICERS OF THE BOARD OF DIRECTORS ALSO ESTABLISH THE PRESIDENT'S ANNUAL PERFORMANCE BONUS BASED ON ORGANIZATIONAL AND PERSONAL PERFORMANCE WITHIN THE GUIDELINES OF THE BONUS PROGRAM APPROVED BY THE BOARD OF DIRECTORS. THE PRESIDENT IS RESPONSIBLE FOR ESTABLISHING THE SALARIES OF HIS DIRECT REPORTS, INCLUDING KEY EMPLOYEES. COMPENSATION ADJUSTMENTS FOR KEY EMPLOYEES ARE SHARED WITH THE OFFICERS OF THE BOARD OF DIRECTORS TO ENSURE REASONABLENESS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G ARTIST CONTRACTS: PROGRAM SERVICE EXPENSES 1,958,046. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,958,046. CONSULTING FEES: PROGRAM SERVICE EXPENSES 119,749. MANAGEMENT AND GENERAL EXPENSES 74,705. FUNDRAISING EXPENSES 92,888. TOTAL EXPENSES 287,342. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 40,564. MANAGEMENT AND GENERAL EXPENSES 25,305. FUNDRAISING EXPENSES 31,465. TOTAL EXPENSES 97,334. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 28,387. MANAGEMENT AND GENERAL EXPENSES 18,762. FUNDRAISING EXPENSES 23,328. TOTAL EXPENSES 70,477. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST -1,825,761. GREATER CHARLOTTE CULTURAL TRUST 217 S TRYON STREET CHARLOTTE NC 28202 820576292 ENDOWMENT INVESTMENT & ADMINISTRATION NC 501(C)(3) LINE 12A, I N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0