Form 990 for tax year 2022

Filed by CHARLOTTE WINE & FOOD WEEKEND INC.

Totals

Total revenue: $650,621
Total expenses: $591,356
Contributions and grants received: $389,980
Grants paid: $305,752
Program service revenue: $0
Investment income: $118
Other revenue: $260,523
Total assets, end of year: $330,497
Total liabilities, end of year: $15,807
Net assets or fund balances, end of year: $314,690
Program services expenses (Part IX): $406,289
Management and general expenses: $185,067
Fundraising expenses: $0
Program service expenses (Part III): $406,289

Program services were 68.7% 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

$233,047
1f · All other contributions, gifts and grants

$156,933
1g · Noncash contributions included above

$75,547
3 · Investment income

total $118 · excluded $118
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

$505,100
8a · Fundraising events: contributions included on line 1c

$233,047
8b · Fundraising events: direct expenses

$263,060
8c · Net income from fundraising events

total $242,040
9c · Net income from gaming

total $0
10a · Gross sales of inventory

$16,564
10c · Net income from sales of inventory

total $16,564 · related or exempt $16,564
11a · Other revenue: Miscellenaous Income

total $1,919 · related or exempt $1,919
11e · Other revenue, total

$1,919

Functional expenses

Part IX, the statement of functional expenses.

1 · Grants to domestic organizations and governments

total $305,752 · program services $305,752
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 $96,358 · program services $48,179 · management and general $48,179
6 · Compensation of disqualified persons

total $0
7 · Other salaries and wages

total $90,048 · program services $45,024 · management and general $45,024
8 · Pension plan contributions

total $0
9 · Other employee benefits

total $0
10 · Payroll taxes

total $14,668 · program services $7,334 · management and general $7,334
11a · Fees: management

total $0
11b · Fees: legal

total $0
11c · Fees: accounting

total $7,400 · management and general $7,400
11d · Fees: lobbying

total $0
11e · Fees: professional fundraising services

total $0
11f · Fees: investment management

total $0
11g · Fees: other

total $4,246 · management and general $4,246
12 · Advertising and promotion

total $2,963 · management and general $2,963
13 · Office expenses

total $2,578 · management and general $2,578
14 · Information technology

total $0
15 · Royalties

total $0
16 · Occupancy

total $36,889 · management and general $36,889
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 $9,581 · management and general $9,581
24a · Other expenses: Office move

total $3,953 · management and general $3,953
24b · Other expenses: Utilities

total $3,557 · management and general $3,557
24c · Other expenses: Professional Development

total $2,732 · management and general $2,732
24d · Other expenses: Comittee

total $2,091 · management and general $2,091
24e · All other expenses

total $8,540 · management and general $8,540

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $45,771 · end of year $59,604
2 · Savings and temporary cash investments

beginning of year $215,035 · end of year $250,132
3 · Pledges and grants receivable

end of year $0
4 · Accounts receivable

end of year $20,761
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
10a · Land, buildings and equipment: cost or other basis

$2,404
10b · Land, buildings and equipment: accumulated depreciation

$2,404
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 $3,271 · end of year $3,500
24 · Unsecured notes and loans payable

end of year $12,307
27 · Net assets without donor restrictions

beginning of year $257,535 · end of year $314,690

Mission and programs · 2022

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 $6.5 million to the community over the last 35 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 $406,289 · Grants $305,752

As filed on the 2022 return.

Listed in Part VII

Lauren Deese

Executive Dir.

Total calculated

$96,358

From this org

$90,000

From related orgs

$0

Other

$6,358

Hours/week

40
Palmer Steel

Chairman

Total calculated

$0

Hours/week

3
Ariail Siggins Barker

Board Member

Total calculated

$0

Hours/week

2
Bob Barnhart

Board Member

Total calculated

$0

Hours/week

1
Tom Bohrer

Board Member

Total calculated

$0

Hours/week

2
Cat Carter

Board Member

Total calculated

$0

Hours/week

1
Steve Balzer

Board Member

Total calculated

$0

Hours/week

1
Don Cleven

Board Member

Total calculated

$0

Hours/week

2
Jeff Conway

Board Member

Total calculated

$0

Hours/week

1
Bill Bounds

Board Member

Total calculated

$0

Hours/week

1
Craig Selimotic Danforth

Board Member

Total calculated

$0

Hours/week

1
Andy Culicerto

Board Member

Total calculated

$0

Hours/week

1
Bonnie Kelly

Board Member

Total calculated

$0

Hours/week

2
Stephen Hannon

Board Member

Total calculated

$0

Hours/week

1
Mark Maier

Board Member

Total calculated

$0

Hours/week

1
Daniel Ness

Board Member

Total calculated

$0

Hours/week

1
John Reid

Board Member

Total calculated

$0

Hours/week

1
Richard De Sousa

Board Member

Total calculated

$0

Hours/week

1
David Seacrest

Board Member

Total calculated

$0

Hours/week

1
Jim Deupree

Board Member

Total calculated

$0

Hours/week

1
Marty Snider

Board Member

Total calculated

$0

Hours/week

1
Paul Stein

Board Member

Total calculated

$0

Hours/week

1
Jill Trainor

Board Member

Total calculated

$0

Hours/week

1
Lon Huber

Board Member

Total calculated

$0

Hours/week

1
Shannon Grant

Board Member

Total calculated

$0

Hours/week

1
Leslie Schlernitzauer

Chair Emeritus

Total calculated

$0

Hours/week

1
Alison Summerville

Chair Emeritus

Total calculated

$0

Hours/week

1
Phil Smith

Chair Emeritus

Total calculated

$0

Hours/week

1
Samantha Unger

Baord Member

Total calculated

$0

Hours/week

1
Terrell Johnson

Board Member

Total calculated

$0

Hours/week

1
Will Whitley

Board Member

Total calculated

$0

Hours/week

1

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.

Grants on this return

Provenance

Return type: form_990
Tax year: 2022
Filed: 14 November 2023
IRS schema version: 2022v5.0
Source object: 202303189349315180

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