UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INVESTMENT FUND
9201 UNIVERSITY CITY BLVD REESE 412, CHARLOTTE, NC 282230001

Total Revenue
$1,461,698
Total Expenses
$1,150,863
Net Assets
$222,611,981

Organizations Filed Purposes: THE PRIMARY PURPOSE IS TO ACCEPT FUNDS FROM THE MEMBERS FOR LONG-TERM INVESTMENT AND TO PRODUCE SUFFICIENT INVESTMENT RETURNS TO PROVIDE CURRENT INCOME FOR DISTRIBUTION TO THE MEMBERS TO MEET THEIR CURRENT CHARITABLE, SCIENTIFIC, AND EDUCATIONAL REQUIREMENTS WITH EXCESS INVESMENT RETURNS REINVESTED TO MEET FUTURE NEEDS AND TO DEVELOP AND MONITOR POLICIES AND STRATEGIES TO MAXIMIZE INVESTMENT RETURNS AND MINIMIZE INVESTMENT RISK.

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.

Executives Listed on Filing

Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing

NameTitleHours Per WeekTotal Salary
Joe L PriceBOARD MEMBER1$0
B T Atkinson Chancellor DesigneeBOARD MEMBER1$0
Kevin BrownBOARD MEMBER1$0
Marc Kevin HorganBOARD MEMBER1$0
Michael K ShieldsCHAIR1$0
Dimitri TriantafyllidesBOARD MEMBER1$0
Elizabeth A HardinSECRETARY/TREASURER1$0

Data for this page was sourced from XML published by IRS (public 990 form dataset) from: https://s3.amazonaws.com/irs-form-990/202031079349300623_public.xml