2024-05-09T15:19:37-05:00 2023-12-31 271305750 FROST PLLC 5510 SIX FORKS RD SUITE 130 RALEIGH NC 27609 990EZ 2023-01-01 264629547 CAROLINAS FAMILY OFFICE FORUM CARO 9196194247 100 WATERFORD PLACE CHAPEL HILL NC 27517 SCOTT MATTEI TREASURER 9196194247 2024-05-02 1 SCOTT MATTEI 999009999 0 DAVID HASKINS P01300877 9197828410 2024-05-02 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X X NA X X 49000 X 49000 49000 51444 2497 1105 55046 -6046 35524 0 29478 35524 29478 35524 29478 0 0 35524 29478 X TO PROMOTE AND IMPROVE THE MANAGEMENT OF FAMILY WEALTH BY PROVIDING AN ENVIRONMENT WHERE INDIVIDUALS CAN LEARN AND OBTAIN A GREATER UNDERSTANDING OF THE UNIQUE ISSUES AND CHALLENGES ASSOCIATED WITH FAMILY WEALTH MANAGEMENT AND HOW TO ADDRESS THEM. TUESDAY, JAN. 24, 2023, 8:30 AM -1:00 PM, MEMBER MEETING IN CHARLOTTE, NC - TOPIC - FEDERAL RESERVE CHANGES, INVESTING 0 0 TUESDAY, APRIL 25, 2023, 9:00 AM - 3:30 PM, MEMBER MEETING IN RALEIGH, NC - TOPIC - CYBERSECURITY 0 0 TUESDAY, SEPTEMBER 12, 2023 9:00 AM - 3:30 PM MEMBER MEETING IN CHARLOTTE. TOPIC - THE ECONOMY AND SPORTS FRANCHISE INVESTING 0 0 HUNT BROYHILL DIRECTOR, PRESIDENT 0.50 0 0 0 THERESA GEBHARDT DIRECTOR, SECRETARY, VICE 0.50 0 0 0 SCOTT MATTEI DIRECTOR, TREASURER 0.50 0 0 0 X 0 0 0 0 0 0 0 0 NC COOPER BIERSACH 100 WATERFORD PLACE CHAPEL HILL NC 27517 9196194247 0 0 0 0 0 0 0 FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: TRAVEL AND MEALS. AMOUNT: 408. DESCRIPTION: LEGAL AND PROFESSIONAL FEES. AMOUNT: 565. DESCRIPTION: GIFTS. AMOUNT: 132. TOTAL TO FORM 990-EZ, LINE 16: 1,105. THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.