Financial Information

The Foundation makes good financial sense for you by providing:

  • Substantial tax advantages
  • Low administrative costs
  • Professional stewardship of assets
  • Charitable interests preserved in perpetuity

Portfolio Composition
Our portfolio results are competitive, with a typical endowment fund invested as follows:

  • 22.7%  S&P 500 Index
  • 19.3%  International Equity
  • 4.9%  Small Cap Growth Equity
  • 4.9%  Small Cap Value Equity
  • 14.2%  Intermediate Fixed Income
  • 34%   Alternatives

* The typical endowment asset strategy represents the Foundation’s target allocation. Due to the nature of alternative investments, the assets may not be fully invested at this time.

Investment Returns (as of February 28, 2014)*
For a typical endowment net of fees:

  • Year-to-date return:     13.2% 
  • 3-year return:               8.0%
  • 5-year return:               15.1%

*NOTE: Posted returns are audited for the months of March, June, September and December. Returns posted as of any other date are preliminary and unaudited.

The numbers (as of February 28, 2014):

  • Total Assets Owned and Represented: $1.27 billion
  • Total Gifts: $12.9 million
  • Total Grants: $35.7 million  

Form 990
Foundation For The Carolinas' 2012 Form 990 - part 1
Foundation For The Carolinas' 2012 Form 990 - part 2


Foundation For
The Carolinas


220 North Tryon St.
Charlotte, NC 28202

Main phone:

704.973.4500


Toll free:

800.973.7244


Office Hours:

Monday-Friday
8 a.m. to 5:30 p.m.

Gallery Hours:

Open to the public
Monday-Friday
10 a.m. to 5:30 p.m.