2026-05-29T12:18:10-05:00 2025-12-31 271305750 FROST PLLC 700 SPRING FOREST RD STE 125 RALEIGH NC 276099148 990EZ 2025-01-01 264629547 CAROLINAS FAMILY OFFICE FORUM CARO 9196194247 100 WATERFORD PLACE CHAPEL HILL NC 27517 COOPER BIERSACH EXECUTIVE DIRECTOR 9196194247 2026-05-04 1 DAVID HASKINS P01300877 9197828410 2026-05-04 2025 2025-03-06 01:10:19Z X X NA X X 51250 X 51250 51250 51000 5128 56128 -4878 36051 0 31173 36051 31173 36051 31173 0 0 36051 31173 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. 28, 2025, 8:30 AM -3:00 PM, MEMBER MEETING IN HICKORY, NC - TOPIC - OPERATIONS AND TAX 0 0 TUESDAY, APRIL 29, 2025, 8:30 AM - 3:00 PM, MEMBER MEETING IN CHAPEL HILL, NC - TOPIC - INVESTING TO STIMULATE REGIONAL ECONOMIC GROWTH 0 0 TUESDAY, SEPTEMBER 30, 2025 8:30 AM - 3:00 PM, MEMBER MEETING IN BLOWING ROCK, NC - TOPIC - EDUCATION & NEXT GENERATION EDUCATION - VISIT FROM APP STATE CHANCELLOR 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: 3,783. DESCRIPTION: LEGAL AND PROFESSIONAL FEES. AMOUNT: 567. DESCRIPTION: MISCELLANEOUS. AMOUNT: 127. DESCRIPTION: MEETING EXPENSES. AMOUNT: 258. DESCRIPTION: MILEAGE. AMOUNT: 393. TOTAL TO FORM 990-EZ, LINE 16: 5,128. 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.