2026-02-16T14:57:13-06:00 2025-03-31 882730877 CHERRY BEKAERT ADVISORY LLC 1111 METROPOLITAN AVE STE 900 CHARLOTTE NC 28204 990PF 2024-04-01 561678118 THE MARC & MATTYE SILVERMAN FAMILY FOUNDATION MARC 7043620400 6707-C FAIRVIEW ROAD CHARLOTTE NC 28210 LORIN STIEFEL PRESIDENT 7043620400 2026-02-13 1 1 MELANIE MCPEAK P01346034 7043771678 2024 2025-03-06 01:10:19Z X 4596388 X 39030 23040 23040 78020 78020 206562 619328 206562 702 0 347354 307622 0 0 0 1000 0 1000 15797 15797 0 33 0 33 16830 15797 1033 108052 108052 124882 15797 109085 222472 291825 70378 63295 63295 199355 199568 197625 2362347 2570579 3858984 485499 472212 476484 1851 1851 3117579 3305654 4596388 0 0 X 3117579 3305654 0 0 0 0 3117579 3305654 3117579 3305654 3117579 222472 0 3340051 34397 3305654 PUBLICLY TRADED SECURITIES 559886 408133 151753 151753 PUBLICLY TRADED SECURITIES D 38759 4633 34126 34126 CAPITAL GAINS DIVIDENDS P 20683 20683 20683 206562 4056 0 4056 0 4056 2631 0 1500 0 4131 0 75 75 0 0 0 0 0 0 0 0 0 0 0 1 1 NC 1 0 0 0 0 1 N/A MATTYE SILVERMAN 7043620400 6707-C FAIRVIEW RD CHARLOTTE NC 28210 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MATTYE B SILVERMAN 6707-C FAIRVIEW ROAD CHARLOTTE NC 28210 PRESIDENT 15.00 0 0 0 SHARA K SILVERMAN 6707-C FAIRVIEW ROAD CHARLOTTE NC 28210 VICE PRESIDENT 1.00 0 0 0 LORIN L STIEFEL 6707-C FAIRVIEW ROAD CHARLOTTE NC 28210 SECRETARY 1.00 0 0 0 MARC H SILVERMAN 6707-C FAIRVIEW ROAD CHARLOTTE NC 28210 TREASURER 1.00 0 0 0 NONE 0 NONE 0 0 4473043 77251 0 4550294 0 0 4550294 68254 4482040 224102 224102 4056 4056 220046 0 220046 0 220046 109085 0 109085 220046 0 0 6534 11889 18423 109085 0 0 0 109085 0 18423 18423 0 0 0 0 0 92538 0 0 0 MATTYE B SILVERMAN MARC H SILVERMAN MATTYE SILVERMAN 6707-C FAIRVIEW ROAD CHARLOTTE NC 28210 7043620400 THERE IS NO FORMAL APPLICATION PROCESS. WRITTEN REQUESTS ARE ACCEPTED. MOST DISCRETIONARY DONATIONS ARE GIVEN PRIMARILY IN MECKLENBURG COUNTY IN CHARLOTTE, NORTH CAROLINA WITH AN EMPHASIS ON JEWISH, MEDICAL AND COMMUNITY HUMAN SERVICE AND ARTISTIC NEEDS. NONE NONE A CHILD'S PLACE 601 E 5TH ST 130 CHARLOTTE NC 28202 N/A PC COMMUNITY 250 ALEXANDER CHILDREN'S CENTER 6220 THERMAL ROAD CHARLOTTE NC 28211 N/A PC COMMUNITY 360 ANTI-DEFAMATION LEAGUE 605 THIRD AVENUE NEW YORK NY 101583650 N/A PC COMMUNITY 360 ATRIUM HEALTH FOUNDATION PO BOX 32861 CHARLOTTE NC 282322861 N/A PC MEDICAL 1006 AUGUSTINE LITERACY PROJECT 115 W 7TH ST CHARLOTTE NC 28202 N/A PC EDUCATION 500 BIRTHRIGHT ISRAEL FOUNDATION 4610 BELLAIRE BOULEVARD BELLAIRE TX 77401 N/A PC JEWISH 180 BROOKSTONE SCHOOLS OF MECKLENBURG COUNTY 301 S DAVIDSON ST CHARLOTTE NC 28202 N/A PC ACADEMIC 250 CATAWBA LANDS CONSERVANCY 2400 PARK RD STE 1 CHARLOTTE NC 28203 N/A PC COMMUNITY 250 CENTER FOR COMMUNITY TRANSITIONS PO BOX 560306 CHARLOTTE NC 28256 N/A PC COMMUNITY 1000 CHABAD OF CHARLESTON 734 YORK ST MT PLEASANT SC 29464 N/A PC JEWISH 360 CHARITY WATCH 2545 WEST DIVERSEY AVENUE SUITE 253 CHICAGO IL 60657 N/A PC CHARITY 108 CHARLOTTE BALLET 701 N TRYON ST CHARLOTTE NC 28202 N/A PC COMMUNITY 180 CHARLOTTE BILINGUAL PRESCHOOL 6300 HIGHLAND AVE CHARLOTTE NC 28215 N/A PC EDUCATION 720 CHARLOTTE FAMILY HOUSING 300 HAWTHORNE LANE CHARLOTTE NC 28204 N/A PC COMMUNITY 500 CHARLOTTE JEWISH DAY SCHOOL PO BOX 79180 CHARLOTTE NC 28271 N/A PC JEWISH 360 CHARLOTTE JEWISH FILM FESTIVAL (LEVINE JEWISH COMMUNITY CENTER) 5007 PROVIDENCE ROAD CHARLOTTE NC 28226 N/A PC JEWISH 500 CHARMECK FAMILY JUSTICE CENTER INC 601 EAST 5TH STREET SUITE 400 CHARLOTTE NC 28202 N/A SO I COMMUNITY 1000 CHILD CARE RESOURCES INC 4601 PARK ROAD SUITE 500 CHARLOTTE NC 28209 N/A PC ACADEMIC 250 COMMUNITIES IN SCHOOLS 2345 CRYSTAL DRIVE STE 700 ARLINGTON VA 22202 N/A PC EDUCATION 500 DOCTORS WITHOUT BORDERS 40 RECTOR STREET 16TH FLOOR NEW YORK NY 10006 N/A PC MEDICAL 500 DRESS FOR SUCCESS 32 EAST 31ST STREET 7TH FLOOR NEW YORK NY 10016 N/A PC COMMUNITY 180 DUKE BRAIN TUMOR CENTER DUMC 3828 DURHAM NC 27710 N/A PC MEDICAL 15000 ECHO FOUNDATION 1125 E MOREHEAD ST 101 CHARLOTTE NC 28204 N/A PC COMMUNITY 360 FOUNDATION FOR THE CAROLINAS 217 S TRYON STREET CHARLOTTE NC 28202 N/A PC COMMUNITY 11000 FOUNDATION FOR THE CHARLOTTE JEWISH COMMUNITY 220 N TRYON ST CHARLOTTE NC 28202 N/A PC JEWISH 180 GIRLS ON THE RUN INTERNATIONAL PO BOX 30667 PMB 65493 CHARLOTTE NC 28230 N/A PC COMMUNITY 360 GOOD FRIENDS 4600 PARK ROAD SUITE 300 CHARLOTTE NC 28209 N/A PC COMMUNITY 500 HABITAT FOR HUMANITY 3815 LATROBE DRIVE CHARLOTTE NC 28211 N/A PC COMMUNITY 250 HADASSAH 4100 ROTUNDA ROAD CHARLOTTE NC 28226 N/A PC JEWISH 254 HIAS 1300 SPRING ST STE 500 SILVER SPRING MD 20910 N/A PC JEWISH 480 HILLEL NORTH CAROLINA 210 W CAMERON AVE CHAPEL HILL NC 27516 N/A PC JEWISH 360 INTERNATIONAL RESCUE COMMITTEE 122 EAST 42ND STREET NEW YORK NY 10168 N/A PC CHARITY 500 JEWISH EDUCATIONAL LOAN FUND 4549 CHAMBLEE DUNWOODY RD ATLANTA GA 30338 N/A PC JEWISH 254 JEWISH FAMILY SERVICES 5007 PROVIDENCE ROAD CHARLOTTE NC 28226 N/A PC JEWISH 1650 JEWISH FEDERATION OF GREATER CHARLOTTE 5007 PROVIDENCE ROAD CHARLOTTE NC 28226 N/A PC JEWISH - ANNUAL PLEDGE, CHARLOTTE JEWISH NEWS, UKRAINIAN RELIEF, THE LEVINE-SKLUT JUDAIC LIBRARY & RESOURCE CENTER 31140 JEWISH HISTORICAL SOCIETY OF SC 96 WENTWORTH STREET CHARLESTON SC 29424 N/A PC JEWISH 54 JOHN CROSLAND SCHOOL 5146 PARKWAY PLAZA BLVD CHARLOTTE NC 28217 N/A PC ACADEMIC 1000 KINDER-MOURN INC 1320 HARDING PL CHARLOTTE NC 28204 N/A PC COMMUNITY 150 LEARNING SOCIETY OF QUEENS COLLEGE 1900 SELWYN AVENUE CHARLOTTE NC 28207 N/A PC ACADEMIC 1750 LEUKEMIA & LYMPHOMA SOCIETY (BLOOD CANCER UNITED) 1201 15TH ST NW STE 410 WASHINGTON DC 20005 N/A PC MEDICAL 120 LEVINE JEWISH COMMUNITY CENTER 5007 PROVIDENCE ROAD CHARLOTTE NC 28226 N/A PC JEWISH COMMUNITY, CHARLOTTE JEWISH FILM FESTIVAL 2448 LEVINE-SKLUT JUDAIC LIBRARY 5007 PROVIDENCE RD 107 CHARLOTTE NC 28226 N/A PC JEWISH 180 LOAVES AND FISHES PO BOX 11234 CHARLOTTE NC 28220 N/A PC COMMUNITY 1000 LUSTGARTEN FOUNDATION (MARC LUSTGARTEN PANCREATIC CANCER FOUNDATION) 504 RXR PLZ UNIONDALE NY 11556 N/A PC MEDICAL 180 MEMORY & MOVEMENT CHAROLOTTE (CHARLOTTE NEUROSCIENCE FOUNDATION 411 BILLINGSLEY RD STE 103 CHARLOTTE NC 28211 N/A PC MEDICAL 180 MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH PO BOX 4777 NEW YORK NY 10163 N/A PC MEDICAL 180 MINT MUSEUM 2730 RANDOLPH ROAD CHARLOTTE NC 28207 N/A PC ARTS 2500 MISTY MEADOWS MITEY RIDERS INC 455 PROVIDENCE ROAD SOUTH WEDDINGTON NC 28173 N/A PC MEDICAL 680 NC MEDASSIST 601 E 5TH ST SUITE 350 CHARLOTTE NC 28202 N/A PC MEDICAL 250 NORTH CAROLINA OUTWARD BOUND SCHOOL 2582 RICEVILLE RD ASHEVILLE NC 28805 N/A PC COMMUNITY 180 NOURISH UP PO BOX 680791 CHARLOTTE NC 28216 N/A PC COMMUNITY 1000 OHIO WESLEYAN UNIVERSITY 61 S SANDUSKY ST DELAWARE OH 43015 N/A PC ACADEMIC 100 PHI BETA KAPPA 1606 NEW HAMPSHIRE AVE NW WASHINGTON DC 200092512 N/A PC ACADEMIC 100 PLANNED PARENTHOOD 4822 ALBEMARLE ROAD CHARLOTTE NC 28205 N/A PC MEDICAL 1000 READING PARTNERS OF SC 180 GRAND AVE OAKLAND CA 94612 N/A PC EDUCATION 100 ROOF ABOVE PO BOX 36471 CHARLOTTE NC 28236 N/A PC COMMUNITY 5000 SECOND HARVEST FOOD BANK OF METROLINA INC 500 SPRATT ST STE B CHARLOTTE NC 28206 N/A PC COMMUNITY 500 SENIOR SCHOLARS AT QUEENS 1900 SELWYN AVE MSC 1409 CHARLOTTE NC 28274 N/A PC ACADEMIC 70 SOUTHERN POVERTY LAW CENTER 400 WASHINGTON AVE MONTGOMERY AL 36104 N/A PC COMMUNITY 360 SPECIAL OLYMPICS NORTH CAROLINA 2200 GATEWAY CENTRE BLVD STE 201 MORRISVILLE NC 275609122 N/A PC MEDICAL 250 TEMPLE BETH EL 5101 PROVIDENCE ROAD CHARLOTTE NC 28226 N/A PC JEWISH 2500 TEMPLE ISRAEL 4901 PROVIDENCE ROAD CHARLOTTE NC 28226 N/A PC JEWISH 9216 TEMPLE ISRAEL SISTERHOOD 601 N MONTGOMERY ST GARY IN 46403 N/A PC JEWISH 54 THE CARTER CENTER INC 453 JOHN LEWIS FREEDOM PARKWAY ATLANTA GA 30307 N/A PC COMMUNITY 50 THE CHARLOTTE JEWISH NEWS 5007 PROVIDENCE ROAD STE 112 CHARLOTTE NC 28226 N/A PC EDUCATION 54 THE IVEY (CENTER FOR HEALTHY LIVING INC) 6030 PARK SOUTH DRIVE CHARLOTTE NC 28210 N/A PC COMMUNITY 250 THE JEWISH FEDERATION OF CHARLESTON SC 176 CROGHAN SPUR STE 100 CHARLESTON SC 29407 N/A PC JEWISH 1800 TREES CHARLOTTE FOUNDATION 701 TUCKASEEGEE ROAD CHARLOTTE NC 28208 N/A PC COMMUNITY 254 UNITED STATES HOLOCAUST MEMORIAL MUSEUM 100 RAOUL WALLENBERG PL SW WASHINGTON DC 20024 N/A PC JEWISH 144 UNITED WAY OF CENTRAL CAROLINAS INC 601 E 5TH STE 220 CHARLOTTE NC 28215 N/A PC COMMUNITY 500 WFAE 8801 JM KEYNES DR SUITE 91 CHARLOTTE NC 28262 N/A PC COMMUNITY 1000 WOMEN'S IMPACT FUND 217 S TRYON ST CHARLOTTE NC 28202 N/A PC COMMUNITY 1080 WORLD JEWISH CONGRESS PO BOX 90400 WASHINGTON DC 20090 N/A PC JEWISH 108 WORLD RESOURCES INSTITUTE 10 G ST NE STE 800 WASHINGTON DC 20002 N/A PC EDUCATION 108 108052 0 14 23040 14 78020 18 206562 EXCISE TAX REFUND 01 702 0 307622 702 308324 1 EXCISE TAX REFUND 0 0 0 0 0 0 0 0 0 0 X X 1 MARC AND MATTYE SILVERMAN 6707-C FAIRVIEW RD CHARLOTTE NC 28210 39030 X 1 1000 SHARES OF TRUIST FINANCIAL CORP PUBLICLY TRADED SECURITIES 39030 2024-05-20 ABBOTT LABORATORIES 19314 19866 AMGEN INC 19426 19962 BANK OF AMERICA 30305 29262 BRISTOL-MYERS SQU 19291 19765 CSX CORP 19858 19836 DUKE ENERGY CORP 25707 27253 HONEYWELL INERN 19499 19885 JPMORGAN CHASE 25000 22850 LOWE'S COMPANIES, I 20049 19994 MASTERCARD INC 24062 23664 MCDONALD'S CORP 18977 19680 MERCK & CO., INC. 25839 26444 NIKE, INC 18477 19462 PEPSICO, INC. 19055 19699 SYSCO CORP 20054 19915 THE HOME DEPOT 20110 19918 THE SOUTHERN CO 23533 24679 TRUIST FINL CORP 20057 19950 UNITEDHEALTH GR 24956 24534 VISA INC 18502 19345 WALMART INC 19300 19873 WASTE MANAGEMENT, 20841 20648 3M CO 13088 22029 ABBOTT LABORATORIES 39725 46428 ABBVIE INC 59708 137864 ALPHABET INC VOTING CAP STK CL A 41349 123712 AMAZON COM INC 32796 133182 AMGEN INC 81152 115897 APPLE INC 21287 170596 AQR SMALL CAP MULTI-STYL E I 50000 58457 BECTON DICKINSON & CO 57152 57265 BNDBLXX BLMBRG 6 MNTH 80270 80568 CARRIER GLOBAL CORP 19096 31700 CHEVRON CORPORATION 37216 46674 CISCO SYSTEMS INC 60461 102932 COLGATE-PALMOLIVE CO 24969 28110 CROWDSTRIKE HLDGS INC 27695 70516 CROWN CASTLE INTERNATIONAL CORP 2851 3335 DUKE ENERGY CORP 44617 54887 ENERGY SELECT SECTOR 35761 37380 EXXON MOBIL CORP 9841 15580 FEDERATED HERMES KAUFMAN N SMALL CAP IS 39391 40731 FIRST TRUST NASDAQ 65178 113400 GLOBAL X US INFRA 63739 113190 HOME DEPOT INC 91973 127539 HONEYWELL INTL INC 36620 42350 INVSC SP 500 EQUAL 54837 68400 ISHARES CORE S&P MID CAP ETF 25379 36469 ISHR IBND DEC 2025 TRM 48594 50300 ISHRS IBNDS DEC 2026 TRM 47133 48420 ISHARES IBONDS DEC 2027 47250 48360 ISHARES IBONDS DEC 2028 49390 50520 ISHARES IBONDS DEC 2029 46245 46260 ISHARES IBND DEC 2030 43112 43440 ISHARES IBOND DEC 2031 20540 20750 ISHARES TREASURY FLOATNG 80707 81057 ISHARES 0 TO 3 MNTH 80300 80536 JOHNSON & JOHNSON 77659 95026 MASTERCARD INC 78963 137030 MCDONALDS CORP 32370 46855 META PLATFORMS INC 22182 87607 MICROSOFT CORP 23299 145651 NETFLIX INC 13031 55952 NIKE INC 38934 19044 NVIDIA CORP 16228 140894 PEPSICO INCORPORATED 37528 39434 PFIZER INC 28117 25340 PROCTER & GAMBLE CO 21722 32380 SALESFORCE COM 77874 80508 SELECT SECTOR INDUSTRIAL SPDR ETF 16252 26214 SELECT SECTOR UTI SELECT SPDR ETF 38580 47310 SOUTHERN COMPANY 24664 38159 THE COCA-COLA CO 52886 73267 UBER TECHNOLOGIES INC 26656 29144 UNITED PARCEL SRVC 64716 49495 VANGUARD DIVIDEND GROWTH INV 56053 93061 VERIZON COMMUNICATIONS COM 56561 46675 WALMART INC 20489 51094 WALT DISNEY CO 65683 49350 WISDOMTREE FLOATING RATE 100710 100660 199568 197625 0 0 LEGAL FEES 1000 0 1000 BOOK / TAX DIFFERENCE ON CONTRIBUTED ASSETS 34397 OFFICE EXPENSES 33 0 33 EXCISE TAX REFUND 702 702 INVESTMENT MANAGEMENT FEES 15797 15797 0