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
501(c)(3) organization

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
501(c)(3) organization

Beacon Report

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