Nonprofit · EIN 56-1937731
CHARLOTTE WINE & FOOD WEEKEND INC
Tax-exempt · CHARLOTTE, NC 28205
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 (amended) | $669,221 | $780,554 | -$111,333 | $342,753 | $8,495 | $334,258 |
| December 31, 2023 | 990 | $1,093,053 | $958,941 | $134,112 | $463,014 | $14,473 | $448,541 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $518,485
- Program service revenue
- $0
- Investment income
- $11,513
- Net income from fundraising events
- $123,204
- Net income from sales of inventory
- $14,386
- Other revenue
- $139,223
Expenses
- Grants and similar amounts paid
- $402,000
- Compensation of officers, directors and key employees
- $186,450
- Other salaries and wages
- $72,114
- Salaries, compensation and benefits (total)
- $278,580
- Professional fundraising fees
- $0
- Accounting fees
- $13,975
- Occupancy
- $40,177
- Program services (functional)
- $541,290
- Management and general (functional)
- $239,264
Balance sheet and other
- Total assets, start of year
- $463,014
- Total assets, end of year
- $342,753
- Total liabilities, end of year
- $8,495
- Net assets, end of year
- $334,258
- Net assets without donor restrictions
- $334,258
- Gross receipts
- $1,001,012
- Employees
- 4
- Volunteers
- 80
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Lauren Deese | Executive Dir. Officer | 40 | $181,650 | $4,800 |
| Steve Balzer | Board Member Trustee or director | 1 | $0 | $0 |
| Ariail Siggins Barker | Chairman Trustee or director, Officer | 4 | $0 | $0 |
| Tom Bohrer | Board member Trustee or director | 1 | $0 | $0 |
| Bill Bounds | Board Member Trustee or director | 1 | $0 | $0 |
| Cat Carter | Board Member Trustee or director | 1 | $0 | $0 |
| Melissa Collins Brannan | Board Member Trustee or director | 1 | $0 | $0 |
| Don Cleven | Board Member Trustee or director | 1 | $0 | $0 |
| Jeff Conway | Board Member Trustee or director | 1 | $0 | $0 |
| Craig Selimotic Danforth | Board Member Trustee or director | 1 | $0 | $0 |
| Richard De Sousa | Board Member Trustee or director | 1 | $0 | $0 |
| Jim Deupree | Board Member Trustee or director | 1 | $0 | $0 |
| Jamie Gerrard | Board Member Trustee or director | 1 | $0 | $0 |
| Dr Stephen Hannon | Board Member Trustee or director | 1 | $0 | $0 |
| Lon Huber | Board Member Trustee or director | 1 | $0 | $0 |
24 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Terrell Johnson | Board Member Trustee or director | 1 | $0 |
| Bonnie Kelly | Exec. Board Mem Trustee or director, Officer | 2 | $0 |
| Paul Kush | Board Member Trustee or director | 1 | $0 |
| Max Krumdieck | Board Member Trustee or director | 1 | $0 |
| Mark Maier | Board Member Trustee or director | 1 | $0 |
| Paul Miller | Board Member Trustee or director | 1 | $0 |
| Jessica Murphy | Board Member Trustee or director | 1 | $0 |
| Jim Nason | Board Member Trustee or director | 1 | $0 |
| Kathryn Pearson | Board Member Trustee or director | 1 | $0 |
| Jon Perry | Exec. Board Mem Trustee or director, Officer | 2 | $0 |
| John Reid | Exec. Board Mem Trustee or director, Officer | 2 | $0 |
| Leslie Schlernitzauer | Chair Emeritus Trustee or director | 1 | $0 |
| David Secrest | Board Member Trustee or director | 1 | $0 |
| Phil Smith | Chair Emeritus Trustee or director | 1 | $0 |
| Marty Snider | Board Member Trustee or director | 1 | $0 |
| Palmer Steel | Chair Emeritus Trustee or director | 1 | $0 |
| Paul Stein | Board Member Trustee or director | 1 | $0 |
| Larry Sullivan | Board Member Trustee or director | 1 | $0 |
| Alison Summerville | Chair Emeritus Trustee or director | 1 | $0 |
| Jim Tietjen | Board Member Trustee or director | 1 | $0 |
| Taryn Thompson | Board Member Trustee or director | 1 | $0 |
| Jill Trainor | Board Member Trustee or director | 1 | $0 |
| Samantha Unger | Board Member Trustee or director | 1 | $0 |
| J William Will Whitley | Exec. Board Mem Trustee or director, Officer | 2 | $0 |
990 for the year ended December 31, 2023: 35 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Lauren Deese | Executive Dir. Officer | 40 | $130,000 | $4,800 |
| Palmer Steel | Chair Emeritus Trustee or director, Officer | 3 | $0 | $0 |
| Ariail Siggins Barker | Chairman Trustee or director, Officer | 3 | $0 | $0 |
| Bob Barnhart | Board Member Trustee or director | 1 | $0 | $0 |
| Tom Bohrer | Board Member Trustee or director | 2 | $0 | $0 |
| Cat Carter | Board Member Trustee or director | 1 | $0 | $0 |
| Steve Balzer | Board Member Trustee or director | 1 | $0 | $0 |
| Don Cleven | Board Member Trustee or director | 2 | $0 | $0 |
| Jeff Conway | Board Member Trustee or director | 1 | $0 | $0 |
| Bill Bounds | Board Member Trustee or director | 1 | $0 | $0 |
| Craig Selimotic Danforth | Board Member Trustee or director | 1 | $0 | $0 |
| Andy Culicerto | Board Member Trustee or director | 1 | $0 | $0 |
| Bonnie Kelly | Board Member Trustee or director | 2 | $0 | $0 |
| Stephen Hannon | Board Member Trustee or director | 1 | $0 | $0 |
| Mark Maier | Board Member Trustee or director | 1 | $0 | $0 |
| Daniel Ness | Board Member Trustee or director | 1 | $0 | $0 |
| John Reid | Board Member Trustee or director | 2 | $0 | $0 |
| Richard De Sousa | Board Member Trustee or director | 1 | $0 | $0 |
| David Seacrest | Board Member Trustee or director | 1 | $0 | $0 |
| Jim Deupree | Board Member Trustee or director | 1 | $0 | $0 |
| Marty Snider | Board Member Trustee or director | 1 | $0 | $0 |
| Paul Stein | Board Member Trustee or director | 1 | $0 | $0 |
| Jill Trainor | Board Member Trustee or director | 1 | $0 | $0 |
| Lon Huber | Board Member Trustee or director | 1 | $0 | $0 |
| Shannon Grant | Board Member Trustee or director | 1 | $0 | $0 |
| Leslie Schlernitzauer | Chair Emeritus Trustee or director | 1 | $0 | $0 |
| Alison Summerville | Chair Emeritus Trustee or director | 1 | $0 | $0 |
| Phil Smith | Chair Emeritus Trustee or director | 1 | $0 | $0 |
| Samantha Unger | Board Member Trustee or director | 1 | $0 | $0 |
| Terrell Johnson | Board Member Trustee or director | 1 | $0 | $0 |
| Melissa Collins Brannan | Board Member Trustee or director | 1 | $0 | $0 |
| Will Whitley | Board Member Trustee or director | 2 | $0 | $0 |
| Jon Perry | Board Member Trustee or director | 1 | $0 | $0 |
| Paul Kush | Board Member Trustee or director | 1 | $0 | $0 |
| Paul Miller | Board Member Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3412 MONROE ROAD SUITE A, CHARLOTTE, NC 28205-7730
- In care of
- % CHARLOTTE WINE & FOOD WEEKEND INC
- Signed the 990
- Ariail Siggins Barker, Chairman
- Return prepared by
- Foard and Company PA
Mission
To raise money for charitable organizations in Charlotte.
Program accomplishments
- 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
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 56-1937731
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1996
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30J)
- Assets (IRS master file)
- $342,753
- Income (IRS master file)
- $669,221
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $669,221 | $780,554 | $342,753 | XML |
| 990 | December 2023 | $1,093,053 | $958,941 | $463,014 | XML |
| 990 | December 2022 | $650,621 | $591,356 | $330,497 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 56-1937731).
Questions about CHARLOTTE WINE & FOOD WEEKEND INC
- What is the EIN of CHARLOTTE WINE & FOOD WEEKEND INC?
- The employer identification number (EIN) of CHARLOTTE WINE & FOOD WEEKEND INC is 56-1937731.
- Is CHARLOTTE WINE & FOOD WEEKEND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to CHARLOTTE WINE & FOOD WEEKEND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CHARLOTTE WINE & FOOD WEEKEND INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CHARLOTTE WINE & FOOD WEEKEND INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CHARLOTTE WINE & FOOD WEEKEND INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who are the officers and directors of CHARLOTTE WINE & FOOD WEEKEND INC?
- The 990 for the year ended December 31, 2024 lists 39 people; 1 received compensation from the organization, the highest $181,650 (Lauren Deese, Executive Dir.).
- How much revenue does CHARLOTTE WINE & FOOD WEEKEND INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $669,221, expenses of $780,554 and total assets of $342,753 at year end.
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