Form 990 for tax year 2024
Filed by CHARLOTTE WINE & FOOD WEEKEND INC.
What the amendment changed
Compared with the return it replaced , filed 12 November 2025. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.
Both are the same on the two returns, so the amendment changed something else.
Totals
- Total revenue
- $669,221
- Total expenses
- $780,554
- Contributions and grants received
- $518,485
- Grants paid
- $402,000
- Program service revenue
- $0
- Investment income
- $11,513
- Other revenue
- $139,223
- Total assets, end of year
- $342,753
- Total liabilities, end of year
- $8,495
- Net assets or fund balances, end of year
- $334,258
- Program services expenses (Part IX)
- $541,290
- Management and general expenses
- $239,264
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $541,290
Program services were 69.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$436,386
-
1f · All other contributions, gifts and grants
$82,099
-
3 · Investment income
total $11,513 · excluded $11,513
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8a · Fundraising events: gross income
$454,995
-
8a · Fundraising events: contributions included on line 1c
$436,386
-
8b · Fundraising events: direct expenses
$331,791
-
8c · Net income from fundraising events
total $123,204
-
9c · Net income from gaming
total $0
-
10a · Gross sales of inventory
$14,386
-
10c · Net income from sales of inventory
total $14,386 · related or exempt $14,386
-
11a · Other revenue: Miscellenaous Income
total $1,633 · related or exempt $1,633
-
11e · Other revenue, total
$1,633
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $402,000 · program services $402,000
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $186,450 · program services $93,225 · management and general $93,225
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $72,114 · program services $36,057 · management and general $36,057
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $20,016 · program services $10,008 · management and general $10,008
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $13,975 · management and general $13,975
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $6,301 · management and general $6,301
-
12 · Advertising and promotion
total $3,104 · management and general $3,104
-
13 · Office expenses
total $2,620 · management and general $2,620
-
14 · Information technology
total $130 · management and general $130
-
15 · Royalties
total $0
-
16 · Occupancy
total $40,177 · management and general $40,177
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $12,638 · management and general $12,638
-
24a · Other expenses: Utilities
total $5,427 · management and general $5,427
-
24b · Other expenses: Professional Development
total $4,289 · management and general $4,289
-
24c · Other expenses: Committee
total $2,083 · management and general $2,083
-
24d · Other expenses: Meals
total $1,404 · management and general $1,404
-
24e · All other expenses
total $7,826 · management and general $7,826
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $183,429 · end of year $129,489
-
2 · Savings and temporary cash investments
beginning of year $255,418 · end of year $195,010
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
beginning of year $24,167 · end of year $18,254
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
end of year $0
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $4,704 · end of year $1,050
-
24 · Unsecured notes and loans payable
beginning of year $9,769 · end of year $7,445
-
27 · Net assets without donor restrictions
beginning of year $448,541 · end of year $334,258
Mission and programs · 2024
Mission
To raise money for charitable organizations in Charlotte.
-
Charlotte Wine & Food brings together leading wine industry experts from around the world and pairs them with Charlottes top chefs to celebrate and advance public knowledge of and appreciation for fine wine and food, while making significant contributions to charitable organizations that benefit children and their families in the Charlotte community.In 1989, a group of civic-minded wine and food enthusiasts had a vision of creating a series of events to raise money for charity. Out of this vision, Charlotte Wine & Food was born and has proudly contributed over $7.5 million to the community over the last 37 years. With time and care, the organization has grown in stature and evolved but remains one of Charlottes premier cultural institutions attracting winemakers, vintners, and sommeliers from around the world while celebrating the best of Charlottes culinary landscape. What started as a Weekend of events taking place bi-annually is now a year-round series of events that culminate in a multi-day wine and food experience each April. From intimate vintner dinners and tastings to large gala dinners and live auctions, Charlotte Wine & Food has something for anyone interested in wine, food, fun, and fundraising! Charlotte Wine & Food is a non-profit 501(c)3 directed by a fellowship of wine and food connoisseurs that make up its volunteer board of directors. All events benefit strategically-selected charity partners that support children in the local community.
Expenses $541,290 · Grants $402,000
As filed on the 2024 return.
Listed in Part VII
-
Lauren Deese
Executive Dir.
- Total calculated
- $186,450
- From this org
- $181,650
- From related orgs
- $0
- Other
- $4,800
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $130,000
- Bonus
- $51,650
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- $4,800
- Filer's total
- $186,450
-
Steve Balzer
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Ariail Siggins Barker
Chairman
- Total calculated
- $0
- Hours/week
- 4
-
Tom Bohrer
Board member
- Total calculated
- $0
- Hours/week
- 1
-
Bill Bounds
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Cat Carter
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Melissa Collins Brannan
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Don Cleven
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Jeff Conway
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Craig Selimotic Danforth
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Richard De Sousa
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Jim Deupree
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Jamie Gerrard
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Dr Stephen Hannon
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Lon Huber
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Terrell Johnson
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Bonnie Kelly
Exec. Board Mem
- Total calculated
- $0
- Hours/week
- 2
-
Paul Kush
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Max Krumdieck
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Mark Maier
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Paul Miller
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Jessica Murphy
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Jim Nason
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Kathryn Pearson
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Jon Perry
Exec. Board Mem
- Total calculated
- $0
- Hours/week
- 2
-
John Reid
Exec. Board Mem
- Total calculated
- $0
- Hours/week
- 2
-
Leslie Schlernitzauer
Chair Emeritus
- Total calculated
- $0
- Hours/week
- 1
-
David Secrest
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Phil Smith
Chair Emeritus
- Total calculated
- $0
- Hours/week
- 1
-
Marty Snider
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Palmer Steel
Chair Emeritus
- Total calculated
- $0
- Hours/week
- 1
-
Paul Stein
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Larry Sullivan
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Alison Summerville
Chair Emeritus
- Total calculated
- $0
- Hours/week
- 1
-
Jim Tietjen
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Taryn Thompson
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Jill Trainor
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Samantha Unger
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
J William Will Whitley
Exec. Board Mem
- Total calculated
- $0
- Hours/week
- 2
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$105,000
-
$100,000
-
$100,000
-
$95,000
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 16 February 2026
- IRS schema version
- 2024v5.2
- Source object
- 202620479349301372
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