Public nonprofit profile

UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INVESTMENT FUND

CHARLOTTE, NC · EIN 56-2276950

What this organization reports

Mission and public details

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.

Organization: UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INVESTMENT FUND
EIN: 56-2276950
Address: 9201 UNIVERSITY CITY BLVD REESE 411, CHARLOTTE, NC, 28223-0001
County: Mecklenburg
Tax category: Single Organization Support
NTEE classification: B11

Public filing snapshot

Financial information at a glance.

These figures reflect the latest values available in CharityEZ’s public record and may not represent the current year.

$376,735,835reported assets

$5,968,107reported revenue

$1,054,464reported expenses

$0reported contributions

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Data note: This profile organizes public nonprofit and IRS filing information for general research. It is not legal, tax, financial, or eligibility advice. Confirm current information with the organization and official sources.