University of North Carolina at Charlotte Investment Fund

Mission

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.

CHARLOTTE NC | EIN: 56-2276950

Is this your nonprofit?

501(c)(3) organization

9201 UNIVERSITY CITY BLVD REESE 411,
CHARLOTTE NC 28223-0001

URL not available

University of North Carolina at Charlotte Investment Fund

Mission

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.

CHARLOTTE NC | EIN: 56-2276950

Is this your nonprofit?

501(c)(3) organization

9201 UNIVERSITY CITY BLVD REESE 411,
CHARLOTTE NC 28223-0001

URL not available

Beacon Report

Great
Good
Needs Improvement
Poor
Not Scored
Additional Information

Website Reported on Tax Form:No

SCORE0%

No Material Diversion of Assets:Yes

SCORE100%

Records Retention Policy:Yes

SCORE100%

Tax Form Disclosed on Website:Yes

SCORE100%

Accountability Panel
Score	Metric
0%	Website Reported on Tax Form:No
100%	No Material Diversion of Assets:Yes
100%	Records Retention Policy:Yes
100%	Tax Form Disclosed on Website:Yes

Science behind the numbers