Issuu

TAX RETURN FILING INSTRUCTIONS Form 990 FOR THE YEAR ENDING June 30, 2025 Prepared For: Catholic Charities Diocese of Charlotte 1123 South Church Street Charlotte, NC 28203 Prepared By: Forvis Mazars, LLP One Oak Plaza Suite 300, Asheville, NC 28801 Amount Due or Refund: Not applicable 0DNH $PRXQW 'XH 8VLQJ Not applicable 7D[ 5HWXUQ 3URFHVVHG )RU Electronic filing ( )LOH $XWKRUL]DWLRQ )RUP 0XVW %H 5HWXUQHG 2Q RU %HIRUH May 15, 2026 Special Instructions: This return has been prepared for electronic filing. After you have reviewed the return for completeness and accuracy, please sign, date and return Form 8879-TE to

We will then submit the electronic return to the IRS. Do not mail a paper copy of the return to the IRS. Return the signed e-file authorization form to us by May 15, 2026.

Form

990

PUBLIC DISCLOSURE COPY

Return of Organization Exempt From Income Tax Do not enter social security numbers on this form as it may be made public.

Open to Public Inspection

Go to www.irs.gov/Form990 for instructions and the latest information.

For the 2024 calendar year, or tax year beginning

Check if applicable:

07/01

06/30

, 2024, and ending

C Name of organization CATHOLIC CHARITIES DIOCESE OF CHARLOTTE

, 20 25

D Employer identification number

56-1058954

Address change

Doing business as

Name change

Number and street (or P.O. box if mail is not delivered to street address)

Room/suite

E Telephone number

1123 SOUTH CHURCH STREET

Initial return

2024

Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)

Department of the Treasury Internal Revenue Service

(704) 377-3262

City or town, state or province, country, and ZIP or foreign postal code

Final return/terminated Amended return

CHARLOTTE, NC 28203

Application pending

F Name and address of principal officer: GERARD A. CARTER

H(a) Is this a group return for subordinates?

Yes

SAME AS C ABOVE

H(b) Are all subordinates included?

Yes

✔

Tax-exempt status:

Website:

Form of organization: ✔ Corporation

Part I 1 Activities & Governance

OMB No. 1545-0047

501(c)(3)

501(c) (

) (insert no.)

4947(a)(1) or

527

Revenue Expenses

✔

No No

If “No,” attach a list. See instructions.

WWW.CCDOC.ORG

H(c) Group exemption number Trust

Association

Other

1973

L Year of formation:

M State of legal domicile:

Summary Briefly describe the organization’s mission or most significant activities: WE ARE A CHRISTIAN MINISTRY OF CHARITY, SERVICE AND JUSTICE.

2 3 4 5 6 7a b

Check this box if the organization discontinued its operations or disposed of more than 25% of its net assets. Number of voting members of the governing body (Part VI, line 1a) . . . . . . . . . 3 Number of independent voting members of the governing body (Part VI, line 1b) . . . . 4 Total number of individuals employed in calendar year 2024 (Part V, line 2a) . . . . . 5 Total number of volunteers (estimate if necessary) . . . . . . . . . . . . . . 6 Total unrelated business revenue from Part VIII, column (C), line 12 . . . . . . . . 7a Net unrelated business taxable income from Form 990-T, Part I, line 11 . . . . . . . 7b

8 9 10 11 12 13 14 15 16a b 17 18 19

Contributions and grants (Part VIII, line 1h) . . . . . . . . . . . . Program service revenue (Part VIII, line 2g) . . . . . . . . . . . Investment income (Part VIII, column (A), lines 3, 4, and 7d) . . . . . . Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) . . . Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) Grants and similar amounts paid (Part IX, column (A), lines 1–3) . . . . . Benefits paid to or for members (Part IX, column (A), line 4) . . . . . . Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) Professional fundraising fees (Part IX, column (A), line 11e) . . . . . . 201,103 Total fundraising expenses (Part IX, column (D), line 25) Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e) . . . . . Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) . Revenue less expenses. Subtract line 18 from line 12 . . . . . . . .

20 21 22

Total assets (Part X, line 16) . . . . . . . . . . Total liabilities (Part X, line 26) . . . . . . . . . . Net assets or fund balances. Subtract line 21 from line 20

Prior Year

Net Assets or Fund Balances

22,515,402

G Gross receipts $

Current Year

8,647,654 179,820 71,391 87,026 8,985,891 3,245,267

21,762,160 149,885 309,064 123,519 22,344,628 6,125,577

4,118,939 0

4,915,696 0

2,266,738 9,630,944 (645,053)

2,782,448 13,823,721 8,520,907 End of Year

Beginning of Current Year

Part II

. . .

5,120,560 435,752 4,684,808

. . .

2 0 79 237 0 0

14,687,080 859,264 13,827,816

Signature Block

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.

Sign Here

Date

Signature of officer

GERARD A CARTER, EXECUTIVE DIRECTOR Type or print name and title Print/Type preparer’s name

Paid AMY BIBBY Preparer Use Only Firm’s name

Firm’s address

Preparer’s signature

Date

AMY BIBBY

05/14/2026

Check ✔ if PTIN self-employed P00445891

FORVIS MAZARS, LLP ONE OAK PLAZA SUITE 300, ASHEVILLE, NC 28801

May the IRS discuss this return with the preparer shown above? See instructions For Paperwork Reduction Act Notice, see the separate instructions.

44-0160260 (828) 254-2254

Firm’s EIN Phone no.

Cat. No. 11282Y

✔

Yes

Form 990 (2024)

Page 2

Form 990 (2024)

Part III 1

Statement of Program Service Accomplishments Check if Schedule O contains a response or note to any line in this Part III

. . . . . . . . . . . . .

✔

Briefly describe the organization’s mission: WE ARE A CHRISTIAN MINISTRY OF CHARITY, SERVICE AND JUSTICE DEDICATED TO PROVIDING HELP TO THOSE IN NEED, HOPE TO THOSE IN DESPAIR, AND INSPIRATION FOR OTHERS TO FOLLOW.

Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or 990-EZ? . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

✔

If “Yes,” describe these new services on Schedule O. Did the organization cease conducting, or make significant changes in how it conducts, any program services? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

✔

No If “Yes,” describe these changes on Schedule O. Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.

(Code:

3,756,859 including grants of $ 2,902,369 ) (Revenue $ ) (Expenses $ THE DISASTER RELIEF PROGRAM PROVIDED COMPREHENSIVE DISASTER CASE MANAGEMENT SERVICES TO INDIVIDUALS AND FAMILIES THROUGHOUT NORTH CAROLINA COUNTIES IMPACTED BY TROPICAL STORM HELENE THROUGH AN OPEN INTAKE AND REFERRAL SYSTEM. SERVICES INCLUDED DIRECT FINANCIAL ASSISTANCE; REFERRALS TO INTERNAL AND EXTERNAL PARTNER AGENCIES; HOUSING ASSISTANCE; AND THE DEVELOPMENT OF INDIVIDUALIZED, COMPREHENSIVE CLIENT RECOVERY PLANS. FINANCIAL ASSISTANCE WAS ALSO PROVIDED TO SUPPORT THE REBUILDING, REPAIR, AND REPLACEMENT OF CLIENT HOMES. DUE TO THE LONG-TERM NATURE OF DISASTER RECOVERY, CLIENT SERVICE TIMELINES MAY EXTEND BEYOND ONE YEAR. DURING THE 2024-2025 FISCAL YEAR, THE CCDOC DISASTER RELIEF PROGRAM HAS PROVIDED 3267 SERVICES TO OVER 1250 CLIENTS.

)

3,061,744 including grants of $ 1,151,617 ) (Revenue $ 33,930 ) ) (Expenses $ REFUGEE AND IMMIGRATION-THE REFUGEE AND IMMIGRATION SERVICES PROGRAMS PROVIDE UNIQUE SERVICES TO ELIGIBLE IMMIGRANT POPULATIONS IN OUR AREA. THE RRO PROGRAM ADMINISTERS THE REFUGEE SUPPORT SERVICES AND REFUGEE SCHOOL IMPACT PROGRAMS THROUGH CONTRACTS WITH THE STATE REFUGEE OFFICE OF NCDHHS, MAINTAINING REFUGEE PROGRAM STAFF IN CHARLOTTE AND ASHEVILLE. CCDOC SERVED OVER 1,000 REFUGEES AND ELIGIBLE IMMIGRANT POPULATIONS DURING THE 2024-25 FISCAL YEAR, PROVIDING CASE MANAGEMENT, EMPLOYMENT AND ACADEMIC/YOUTH SERVICES. THE IMMIGRATION SERVICES PROGRAM IS RECOGNIZED BY THE BOARD OF IMMIGRATION APPEALS. OUR IMMIGRATION PROGRAM PROVIDED SERVICES TO 113 CLIENTS BETWEEN THREE OFFICE LOCATIONS DURING THE 2024-25 FISCAL YEAR

4b (Code:

2,707,281 including grants of $ 1,311,210 ) (Revenue $ 42,665 ) ) (Expenses $ THE DIRECT ASSISTANCE PROGRAM PROVIDES BURIAL ASSISTANCE, FOOD ASSISTANCE, EMERGENCY FINANCIAL ASSISTANCE, SEASONAL SUPPORT, AND OTHER BASIC NEEDS SERVICES THROUGH REGIONAL OFFICES IN ASHEVILLE, CHARLOTTE, AND WINSTON-SALEM. SERVICES ARE AVAILABLE TO INDIVIDUALS AND FAMILIES IN NEED REGARDLESS OF AGE, RACE, ETHNICITY, GENDER, RELIGIOUS AFFILIATION, OR POLITICAL AFFILIATION. DURING FISCAL YEAR 2024-2025, CATHOLIC CHARITIES DIOCESE OF CHARLOTTE PROVIDED DIRECT ASSISTANCE SERVICES INCLUDING FINANCIAL SUPPORT, HOLIDAY ASSISTANCE, DISASTER-RELATED SUPPORT, GIFT CARDS, AND CLOTHING ASSISTANCE TO 20,700 UNDUPLICATED INDIVIDUALS. EMERGENCY FOOD ASSISTANCE WAS PROVIDED TO 14,685 UNDUPLICATED INDIVIDUALS, AND 184 INDIVIDUALS RECEIVED SUPPORT THROUGH THE BURIAL ASSISTANCE PROGRAM.

(Code:

4d Other program services (Describe on Schedule O.) 2,488,239 including grants of $ 760,381 ) (Revenue $ (Expenses $ 12,014,123 4e Total program service expenses

73,290 ) Form 990 (2024)

Page 3

Form 990 (2024)

Part IV

Checklist of Required Schedules Yes

Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule A . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

2 3

Is the organization required to complete Schedule B, Schedule of Contributors? See instructions . . . . Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part I . . . . . . . . . . . . . . Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If “Yes,” complete Schedule C, Part II . . . . . . . . . . . Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Rev. Proc. 98-19? If “Yes,” complete Schedule C, Part III . . Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete Schedule D, Part I . . . . . . . . . . . . . . . . . . . . . . . .

4 5 6

Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures? If “Yes,” complete Schedule D, Part II . . . Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization report an amount in Part X, line 21, for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,” complete Schedule D, Part IV . . . . . . . . . . . . . .

8 9

Did the organization, directly or through a related organization, hold assets in donor-restricted endowments or in quasi-endowments? If “Yes,” complete Schedule D, Part V . . . . . . . . . . . . . . . 11 If the organization’s answer to any of the following questions is “Yes,” then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable. a Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If “Yes,” complete Schedule D, Part VI . . . . . . . . . . . . . . . . . . . . . . . . . . b Did the organization report an amount for investments—other securities in Part X, line 12, that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII . . . . . . . . c Did the organization report an amount for investments—program related in Part X, line 13, that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII . . . . . . . . d Did the organization report an amount for other assets in Part X, line 15, that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX . . . . . . . . . . . . . .

1 2

✔ ✔

✔

e f

Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X

12a

Did the organization obtain separate, independent audited financial statements for the tax year? If “Yes,” complete Schedule D, Parts XI and XII . . . . . . . . . . . . . . . . . . . . . . . . . . .

b Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered “No” to line 12a, then completing Schedule D, Parts XI and XII is optional 13 Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E . . . . 14a Did the organization maintain an office, employees, or agents outside of the United States? . . . . . b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If “Yes,” complete Schedule F, Parts I and IV . . . . . 15 16 17 18 19

Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV . . . . . . . . . . . Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV. . . . . . . . Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I. See instructions . . . . . Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II . . . . . . . . . . . . . . . Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III . . . . . . . . . . . . . . . . . . . . . . .

20a Did the organization operate one or more hospital facilities? If “Yes,” complete Schedule H . . . . . . b If “Yes” to line 20a, did the organization attach a copy of its audited financial statements to this return? . 21 Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II . . . .

✔

11a

✔

11b

✔ ✔

11c

✔

11d 11e

✔

11f

✔

12a

✔

12b 13 14a

✔ ✔ ✔

14b

✔

✔ ✔ ✔

19 20a 20b 21

✔

Form 990 (2024)

Page 4

Form 990 (2024)

Part IV

Checklist of Required Schedules (continued) Yes

Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III . . . . . . . . . . . . Did the organization answer “Yes” to Part VII, Section A, line 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J . . . . . . . . . . . . . . . . . . . . . .

24a

Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a . . . . . . . . . . . . . . .

b Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? . . c Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds? . . . . . . . . . . . . . . . . . . . . . . . . d Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year? . . 25a Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I . . . . . b Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I . . . . . . . . . . . . . . . . . . . . . . . .

✔

24a 24b 24c 24d 25a

✔

25b

✔

Did the organization report any amount on Part X, line 5 or 22, for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If “Yes,” complete Schedule L, Part II . . .

✔

Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons? If “Yes,” complete Schedule L, Part III . . . . . . . . . . . . . . . . . . . .

✔

Was the organization a party to a business transaction with one of the following parties? (See the Schedule L, Part IV, instructions for applicable filing thresholds, conditions, and exceptions). A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If “Yes,” complete Schedule L, Part IV . . . . . . . . . . . . . . . . . . . . . . . .

28a 28b

✔ ✔

b A family member of any individual described in line 28a? If “Yes,” complete Schedule L, Part IV . . . . c A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If “Yes,” complete Schedule L, Part IV . . . . . . . . . . . . . . . . . . . . . . . . 29 30

Did the organization receive more than $25,000 in noncash contributions? If “Yes,” complete Schedule M Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M . . . . . . . . . . . . . . . .

31 32

Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N, Part I Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I . . . . . . . . . . . Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Part II, III, or IV, and Part V, line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . .

33 34

35a Did the organization have a controlled entity within the meaning of section 512(b)(13)? . . . . . . . b If “Yes” to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2 . . 36 Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2 . . . . . . . . . . . . . . 37 Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VI 38 Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note: All Form 990 filers are required to complete Schedule O . . . . . . . . . . . . . .

Part V

28c 29

✔ ✔

30 31

✔ ✔

✔

34 35a

✔ ✔

35b 36

✔

Statements Regarding Other IRS Filings and Tax Compliance Check if Schedule O contains a response or note to any line in this Part V

. . . . . . . . . . . . . Yes

135 1a Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable . . . . 1a 0 b Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable . . . 1b c Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? . . . . . . . . . . . . . . . . . 1c

✔

Form 990 (2024)

Page 5

Form 990 (2024)

Part V

Statements Regarding Other IRS Filings and Tax Compliance (continued)

Yes

Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return 79 2a b If at least one is reported on line 2a, did the organization file all required federal employment tax returns? . 3a Did the organization have unrelated business gross income of $1,000 or more during the year? . . . . b If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation on Schedule O . 4a At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? b If “Yes,” enter the name of the foreign country See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). 5a Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? . . . b Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction? c If “Yes” to line 5a or 5b, did the organization file Form 8886-T? . . . . . . . . . . . . . . . 6a Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? . . . . . b If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? . . . . . . . . . . . . . . . . . . . . . . . . . . 7 a

Organizations that may receive deductible contributions under section 170(c). Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? . . . . . . . . . . . . . . . . . . . . . . . .

b If “Yes,” did the organization notify the donor of the value of the goods or services provided? . . . . . c Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? . . . . . . . . . . . . . . . . . . . . . . . . . . . d e f g h 8 9 a b 10 a b 11 a b 12a b 13 a b c 14a b 15

16 17

If “Yes,” indicate the number of Forms 8282 filed during the year . . . . . . . . 7d Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? . If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? . . . . . . . . Sponsoring organizations maintaining donor advised funds. Did the sponsoring organization make any taxable distributions under section 4966? . . . . . . . . Did the sponsoring organization make a distribution to a donor, donor advisor, or related person? . . . Section 501(c)(7) organizations. Enter: Initiation fees and capital contributions included on Part VIII, line 12 . . . . . . . 10a Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities . 10b Section 501(c)(12) organizations. Enter: 11a Gross income from members or shareholders . . . . . . . . . . . . . . . Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) . . . . . . . . . . . . . . . 11b Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041? If “Yes,” enter the amount of tax-exempt interest received or accrued during the year . . 12b Section 501(c)(29) qualified nonprofit health insurance issuers. Is the organization licensed to issue qualified health plans in more than one state? . . . . . . . . Note: See the instructions for additional information the organization must report on Schedule O. Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans . . . . . . . . . . 13b Enter the amount of reserves on hand . . . . . . . . . . . . . . . . . 13c Did the organization receive any payments for indoor tanning services during the tax year? . . . . . . If “Yes,” has it filed a Form 720 to report these payments? If “No,” provide an explanation on Schedule O . Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? . . . . . . . . . . . . . . . . . . . . If “Yes,” see the instructions and file Form 4720, Schedule N. Is the organization an educational institution subject to the section 4968 excise tax on net investment income? If “Yes,” complete Form 4720, Schedule O. Section 501(c)(21) organizations. Did the trust, or any disqualified or other person, engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? . . . . . . .

2b 3a 3b

✔ ✔

✔

5a 5b 5c

✔ ✔

✔

7a 7b

✔ ✔

✔

7e 7f 7g 7h

✔ ✔

8 9a 9b

12a

13a

14a 14b

✔

If “Yes,” complete Form 6069. Form 990 (2024)

Page 6 Governance, Management, and Disclosure. For each “Yes” response to lines 2 through 7b below, and for a “No” response to line 8a, 8b, or 10b below, describe the circumstances, processes, or changes on Schedule O. See instructions.

Form 990 (2024)

Part VI

Check if Schedule O contains a response or note to any line in this Part VI . . . . . . . . . . . . .

✔

Section A. Governing Body and Management Yes

Enter the number of voting members of the governing body at the end of the tax year . . If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain on Schedule O.

0 b Enter the number of voting members included on line 1a, above, who are independent . 1b 2 Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? . . . . . . . . . . . . . . . . . . 3 Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors, trustees, or key employees to a management company or other person? .

4 5 6 7a

Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? Did the organization become aware during the year of a significant diversion of the organization’s assets? . Did the organization have members or stockholders? . . . . . . . . . . . . . . . . . . Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? . . . . . . . . . . . . . . . . . . . . b Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? . . . . . . . . . . . . . . . . . 8 Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following: a The governing body? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b Each committee with authority to act on behalf of the governing body? . . . . . . . . . . . . 9 Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses on Schedule O . . . .

✔

3 4 5 6

✔ ✔ ✔ ✔

✔

8a 8b

✔ ✔

✔

Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.) Yes

10a Did the organization have local chapters, branches, or affiliates? . . . . . . . . . . . . . . b If “Yes,” did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization’s exempt purposes? 11a b 12a b c

Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? Describe on Schedule O the process, if any, used by the organization to review this Form 990. Did the organization have a written conflict of interest policy? If “No,” go to line 13 . . . . . . . . Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? Did the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe on Schedule O how this was done . . . . . . . . . . . . . . . . . . . . . .

13 14 15

Did the organization have a written whistleblower policy? . . . . . . . . . . . . . . . . . Did the organization have a written document retention and destruction policy? . . . . . . . . . Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?

a The organization’s CEO, Executive Director, or top management official . . . . . . . . . . . . b Other officers or key employees of the organization . . . . . . . . . . . . . . . . . . . If “Yes” to line 15a or 15b, describe the process on Schedule O. See instructions. 16a Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? . . . . . . . . . . . . . . . . . . . . . . . . b If “Yes,” did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? . . . . . . . . . . . . . .

10a

✔

10b 11a

✔

12a 12b

✔ ✔

12c 13 14

✔ ✔ ✔

✔

15a 15b

✔ ✔

16a

✔

16b

Section C. Disclosure 17 18

List the states with which a copy of this Form 990 is required to be filed NC Section 6104 requires an organization to make its Forms 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c) (3)s only) available for public inspection. Indicate how you made these available. Check all that apply. ✔

✔ Upon request Own website Another’s website Other (explain on Schedule O) Describe on Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.

State the name, address, and telephone number of the person who possesses the organization’s books and records. JOHNATHON SANDERS, 1123 SOUTH CHURCH STREET, CHARLOTTE, NC 28203, (704) 370-3313 Form 990 (2024)

Page 7 Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors

Form 990 (2024)

Part VII

Check if Schedule O contains a response or note to any line in this Part VII . . . . . . . . . . . . .

Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees 1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year. • List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid. • List all of the organization’s current key employees, if any. See the instructions for definition of “key employee.” • List the organization’s five current highest compensated employees (other than an officer, director, trustee, or key employee) who received reportable compensation (box 5 of Form W-2, box 6 of Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the organization and any related organizations. • List all of the organization’s former officers, key employees, and highest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organizations. • List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the organization, more than $10,000 of reportable compensation from the organization and any related organizations. See the instructions for the order in which to list the persons above. Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee. (C)

MSGR PATRICK J WINSLOW VICAR GENERAL (4) BP. MICHAEL T MARTIN BISHOP

1.0 39.0 1.0 39.0

(3)

✔ ✔

Former

40.0 0.0 40.0 0.0

Highest compensated employee

(1) GERARD A CARTER EXECUTIVE DIRECTOR (2) JOSEPH PURELLO SOCIAL CONCERNS & ADVOCACY DIRECTOR

Key employee

Average hours per week (list any hours for related organizations below dotted line)

Officer

Name and title

Position (do not check more than one box, unless person is both an officer and a director/trustee) Institutional trustee

(B)

Individual trustee or director

(A)

(D)

(E)

(F)

Reportable Reportable Estimated amount compensation compensation of other from the from related compensation organization (W-2/ organizations (W-2/ from the 1099-MISC/ 1099-MISC/ organization and 1099-NEC) 1099-NEC) related organizations

160,080

19,205

105,859

21,780

✔

61,297

20,009

✔

34,441

18,077

(5) (6) (7) (8) (9) (10) (11) (12) (13) (14) Form 990 (2024)

Page 8 Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)

Form 990 (2024)

Part VII

(C)

Former

Highest compensated employee

Key employee

Average hours per week (list any hours for related organizations below dotted line)

Officer

Name and title

Position (do not check more than one box, unless person is both an officer and a director/trustee) Institutional trustee

(B)

Individual trustee or director

(A)

(D)

(E)

(F)

(15) (16) (17) (18) (19) (20) (21) (22) (23) (24) (25) 1b c d 2

265,939 95,738 Subtotal . . . . . . . . . . . . . . . . . . . . . . 0 0 Total from continuation sheets to Part VII, Section A . . . . . . 265,939 95,738 Total (add lines 1b and 1c) . . . . . . . . . . . . . . . . Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization 2

Did the organization list any former officer, director, trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual . . . . . . . . . . . . For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

79,071 0 79,071

Yes

Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person . . . . . .

✔

✔ ✔

Section B. Independent Contractors 1

Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year. (A) Name and business address

(B) Description of services

ROMAN CATHOLIC DIOCESE OF CHARLOTTE,, 1123 SOUTH CHURCH ST, CHARLOTTE, NC 28203 SUPPORT SERVICES

514,796

Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 1 Form 990 (2024)

Page 9

Form 990 (2024)

Part VIII Statement of Revenue Check if Schedule O contains a response or note to any line in this Part VIII . . . . . . . . . . . . .

Contributions, Gifts, Grants, and Other Similar Amounts

(A) Total revenue

1a b c d e f

Federated campaigns . . . . Membership dues . . . . . Fundraising events . . . . . Related organizations . . . . Government grants (contributions) All other contributions, gifts, grants, and similar amounts not included above g Noncash contributions included in lines 1a–1f . . . . . . . . h

Total. Add lines 1a–1f .

1a 1b 1c 1d 1e

448,141 1,957,939 3,872,818

15,483,262

1g $ . . .

(B) Related or exempt function revenue

(D) Revenue excluded from tax under sections 512–514

811,079

21,762,160

Program Service Revenue

Business Code

900099 2a COUNSELING 900099 b REFUGEE & IMMIGRATION 900099 c DIRECT ASSISTANCE 900099 d CONFERENCE RETREAT FEE e f All other program service revenue . . g Total. Add lines 2a–2f . . . . . . . . . . . 3 Investment income (including dividends, interest, and other similar amounts) . . . . . . . . . . .

4 5

Income from investment of tax-exempt bond proceeds Royalties . . . . . . . . . . . . . . .

6a b c d 7a

4,800 Gross rents . . 6a Less: rental expenses 6b 4,800 0 Rental income or (loss) 6c Net rental income or (loss) . . . . . . . . . (i) Securities (ii) Other Gross amount from sales of assets other than inventory 7a Less: cost or other basis and sales expenses . 7b 0 0 Gain or (loss) . . 7c Net gain or (loss) . . . . . . . . . . . . Gross income from fundraising 448,141 events (not including $ of contributions reported on line 1c). See Part IV, line 18 . . . 289,493 8a 170,774 Less: direct expenses . . . . 8b Net income or (loss) from fundraising events . . . Gross income from gaming activities. See Part IV, line 19 . 9a Less: direct expenses . . . . 9b Net income or (loss) from gaming activities . . . . Gross sales of inventory, less returns and allowances . . . 10a Less: cost of goods sold . . . 10b Net income or (loss) from sales of inventory . . . .

Other Revenue

(i) Real

b c d 8a

b c 9a b c 10a

Miscellaneous Revenue

b c

69,584 33,930 42,665 3,706

149,885 309,064

309,064

4,800

118,719

(ii) Personal

Business Code

11a b c d All other revenue . . . . . e Total. Add lines 11a–11d . . . 12 Total revenue. See instructions

. . .

. .

0 0 22,344,628

149,885

0 432,583 Form 990 (2024)

Page 10

Form 990 (2024)

Part IX

Statement of Functional Expenses

Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).

Check if Schedule O contains a response or note to any line in this Part IX . . . . . . . . . . . . . Do not include amounts reported on lines 6b, 7b, 8b, 9b, and 10b of Part VIII. 1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 . 2 Grants and other assistance to domestic individuals. See Part IV, line 22 . . . . . 3

Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16

4 5

Benefits paid to or for members . . . . Compensation of current officers, directors, trustees, and key employees . . . . .

Compensation not included above to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) . .

7 8

Other salaries and wages . . . . . . Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions)

9 10 11

Other employee benefits . . . . . . . Payroll taxes . . . . . . . . . . . Fees for services (nonemployees): a Management . . . . . . . . . . b Legal . . . . . . . . . . . . . c Accounting . . . . . . . . . . . d Lobbying . . . . . . . . . . . . e Professional fundraising services. See Part IV, line 17 f Investment management fees . . . . . g Other. (If line 11g amount exceeds 10% of line 25, column (A), amount, list line 11g expenses on Schedule O.) .

(A) Total expenses

(B) Program service expenses

(D) Fundraising expenses

283,000

5,842,577

270,233

104,524

162,087

3,622

3,449,463

3,028,882

325,280

95,301

401,648 544,453 249,899

352,676 478,070 219,430

37,875 51,341 23,565

11,097 15,042 6,904

78,225 381,519

78,225

385,401 78,954 205,610 120,717

92,978 24,223 174,001 72,430

292,423

839,532 203,563

757,001 165,093

82,399 29,296

132 9,174

5,100

381,519

12 13 14 15 16 17 18

Advertising and promotion . . . . . . Office expenses . . . . . . . . . Information technology . . . . . . . Royalties . . . . . . . . . . . . Occupancy . . . . . . . . . . . Travel . . . . . . . . . . . . . Payments of travel or entertainment expenses for any federal, state, or local public officials

19 20 21 22 23 24

Conferences, conventions, and meetings . Interest . . . . . . . . . . . . Payments to affiliates . . . . . . . . Depreciation, depletion, and amortization . Insurance . . . . . . . . . . . . Other expenses. Itemize expenses not covered above. (List miscellaneous expenses on line 24e. If line 24e amount exceeds 10% of line 25, column (A), amount, list line 24e expenses on Schedule O.)

113,160

91,775

16,285

42,281 37,746

32,462

42,281 5,284

a FINANCIAL FEES b PROGRAM SUPPLIES & EDUCATIONAL MATERIALS c PROFESSIONAL DUES & PUBLICATIONS d BAD DEBT EXPENSE e All other expenses 25 Total functional expenses. Add lines 1 through 24e Joint costs. Complete this line only if the 26 organization reported in column (B) joint costs from a combined educational campaign and if fundraising solicitation. Check here following SOP 98-2 (ASC 958-720) . . .

164,415

96,675

67,740

65,330 54,888 11,107 0 13,823,721

65,330 43,664 11,107 0 12,014,123

0 54,731

31,609 48,287

11,224 0 1,608,495

0 201,103

Form 990 (2024)

Page 11

Form 990 (2024)

Part X

Balance Sheet Check if Schedule O contains a response or note to any line in this Part X

. . . . . . . . . . . . .

(A) Beginning of year

1 2 3 4 5

Net Assets or Fund Balances

Liabilities

Assets

Cash—non-interest-bearing . . . . . . . . . . . . . . Savings and temporary cash investments . . . . . . . . . . Pledges and grants receivable, net . . . . . . . . . . . . Accounts receivable, net . . . . . . . . . . . . . . . Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons . . . . Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B)

7 8 9 10a

Notes and loans receivable, net . . . . . . . . . . . . . Inventories for sale or use . . . . . . . . . . . . . . . Prepaid expenses and deferred charges . . . . . . . . . . Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D . . . 10a 501,904 358,482 b Less: accumulated depreciation . . . . . 10b 11 Investments—publicly traded securities . . . . . . . . . . 12 Investments—other securities. See Part IV, line 11 . . . . . . . 13 Investments—program-related. See Part IV, line 11 . . . . . . . 14 Intangible assets . . . . . . . . . . . . . . . . . . 15 Other assets. See Part IV, line 11 . . . . . . . . . . . . . 16 Total assets. Add lines 1 through 15 (must equal line 33) . . . . . 17 Accounts payable and accrued expenses . . . . . . . . . . 18 Grants payable . . . . . . . . . . . . . . . . . . . 19 Deferred revenue . . . . . . . . . . . . . . . . . . 20 Tax-exempt bond liabilities . . . . . . . . . . . . . . . 21 Escrow or custodial account liability. Complete Part IV of Schedule D . 22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons . . . .

16,245 1,619,606 44,765 898,095

(B) End of year

1 2 3 4

35,021 11,065,344 76,189 561,375

6 7 8 9

0 125,522 147,901

150,820 10c

143,422

134,564 17,266

2,239,199 0 0 5,120,560 434,652

11 12 13 14 15 16 17 18 19 20 21

22 23 24

2,532,306 0 0 14,687,080 858,164

23 24 25

Secured mortgages and notes payable to unrelated third parties . . Unsecured notes and loans payable to unrelated third parties . . . Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17–24). Complete Part X of Schedule D . . . . . . . . . . . . . . . . . . .

Total liabilities. Add lines 17 through 25 . . . . . . . Organizations that follow FASB ASC 958, check here ✔ and complete lines 27, 28, 32, and 33.

435,752

25 26

859,264

27 28

Net assets without donor restrictions . . . . . . . . . Net assets with donor restrictions . . . . . . . . . . Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.

. .

2,041,928 2,642,880

27 28

2,011,458 11,816,358

29 30 31 32 33

Capital stock or trust principal, or current funds . . . . . . . . Paid-in or capital surplus, or land, building, or equipment fund . . . Retained earnings, endowment, accumulated income, or other funds . Total net assets or fund balances . . . . . . . . . . . . . Total liabilities and net assets/fund balances . . . . . . . . .

29 30 31 4,684,808 32 5,120,560 33

13,827,816 14,687,080

1,100

Form 990 (2024)

Page 12

Form 990 (2024)

Part XI

Reconciliation of Net Assets Check if Schedule O contains a response or note to any line in this Part XI . . . . . . . . . . . . .

1 2 3 4 5 6 7 8 9 10

Total revenue (must equal Part VIII, column (A), line 12) . . . . . . . . . . . . . . Total expenses (must equal Part IX, column (A), line 25) . . . . . . . . . . . . . Revenue less expenses. Subtract line 2 from line 1 . . . . . . . . . . . . . . . Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) . . . Net unrealized gains (losses) on investments . . . . . . . . . . . . . . . . . Donated services and use of facilities . . . . . . . . . . . . . . . . . . . Investment expenses . . . . . . . . . . . . . . . . . . . . . . . . . Prior period adjustments . . . . . . . . . . . . . . . . . . . . . . . . Other changes in net assets or fund balances (explain on Schedule O) . . . . . . . . . Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B)) . . . . . . . . . . . . . . . . . . . . . . . . . . .

Part XII

1 2 3 4 5 6 7 8 9

22,344,628 13,823,721 8,520,907 4,684,808 622,101

13,827,816

Financial Statements and Reporting Check if Schedule O contains a response or note to any line in this Part XII . . . . . . . . . . . . . Yes

Accounting method used to prepare the Form 990: Cash ✔ Accrual Other If the organization changed its method of accounting from a prior year or checked “Other,” explain on Schedule O.

Were the organization’s financial statements compiled or reviewed by an independent accountant? . . . If “Yes,” check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both.

Separate basis Consolidated basis Both consolidated and separate basis b Were the organization’s financial statements audited by an independent accountant? . . . . . . . If “Yes,” check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both. c

✔ Both consolidated and separate basis Separate basis Consolidated basis If “Yes” to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant? . If the organization changed either its oversight process or selection process during the tax year, explain on Schedule O.

As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Uniform Guidance, 2 C.F.R. Part 200, Subpart F? . . . . . . . . . . . . . . . . . . . b If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why on Schedule O and describe any steps taken to undergo such audits .

✔

Form 990 (2024)

SCHEDULE A (Form 990) Department of the Treasury Internal Revenue Service

2024

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust. Attach to Form 990 or Form 990-EZ. Go to www.irs.gov/Form990 for instructions and the latest information.

Name of the organization

Open to Public Inspection

Employer identification number

CATHOLIC CHARITIES DIOCESE OF CHARLOTTE

Part I

OMB No. 1545-0047

Public Charity Status and Public Support

56-1058954

Reason for Public Charity Status. (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.) 1 A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i). 2 A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).) A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii). 3 A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the 4 hospital’s name, city, and state: 5 An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.) 6 7

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v). An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

8 9

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.) An agricultural research organization described in section 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land-grant college of agriculture (see instructions). Enter the name, city, and state of the college or university: ✔ An organization that normally receives (1) more than 331/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions, subject to certain exceptions; and (2) no more than 331/3 % of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.) An organization organized and operated exclusively to test for public safety. See section 509(a)(4). An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

11 12

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C. Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

c d

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally NVTU satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization. f Enter the number of supported organizations . . . . . . . . . . . . . . . . . . . . . . g Provide the following information about the supported organization(s). (i) Name of supported organization

(ii) EIN

(iii) Type of organization (described on lines 1–10 above (see instructions))

(iv) Is the organization (v) Amount of monetary listed in your governing support (see document? instructions)

Yes

(vi) Amount of other support (see instructions)

(A) (B) (C) (D) (E) Total For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990) 2024

Page 2

Schedule A (Form 990) 2024

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.) Section A. Public Support Calendar year (or fiscal year beginning in) 1 Gifts, grants, contributions, and membership fees received. (Do not include any “unusual grants.”) . . . 2

Tax revenues levied for the organization’s benefit and either paid to or expended on its behalf . . .

The value of services or facilities furnished by a governmental unit to the organization without charge . . . .

Total. Add lines 1 through 3

The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) . . . .

Public support. Subtract line 5 from line 4

(a) 2020

(b) 2021

(d) 2023

(e) 2024

(f) Total

(a) 2020

(b) 2021

(d) 2023

(e) 2024

(f) Total

Section B. Total Support Calendar year (or fiscal year beginning in) 7 Amounts from line 4 . . . . . . 8 Gross income from interest, dividends, payments received on securities loans, rents, royalties, and income from similar sources . . . . . . . . 9

Net income from unrelated business activities, whether or not the business is regularly carried on . . . . . .

Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) . . . . . . .

11 12 13

Total support. Add lines 7 through 10 Gross receipts from related activities, etc. (see instructions) . . . . . . . . . . . . 12 First 5 years. If the Form 990 is for the organization’s first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here . . . . . . . . . . . . . . . . . . . . . . . . . .

Section C. Computation of Public Support Percentage 14 15 16a

Public support percentage for 2024 (line 6, column (f), divided by line 11, column (f)) . . . . 14 % Public support percentage from 2023 Schedule A, Part II, line 14 . . . . . . . . . . 15 % 331/3% support test—2024. If the organization did not check the box on line 13, and line 14 is 331/3% or more, check this box and stop here. The organization qualifies as a publicly supported organization . . . . . . . . . . . . . b 331/3% support test—2023. If the organization did not check a box on line 13 or 16a, and line 15 is 331/3% or more, check this box and stop here. The organization qualifies as a publicly supported organization . . . . . . . . . . . .

17a

10%-facts-and-circumstances test—2024. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the facts-and-circumstances test, check this box and stop here. Explain in Part VI how the organization meets the facts-and-circumstances test. The organization qualifies as a publicly supported organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

b 10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the facts-and-circumstances test, check this box and stop here. Explain in Part VI how the organization meets the facts-and-circumstances test. The organization qualifies as a publicly supported organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Schedule A (Form 990) 2024

Page 3

Schedule A (Form 990) 2024

Part III

Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.) Section A. Public Support Calendar year (or fiscal year beginning in) Gifts, grants, contributions, and membership fees 1 received. (Do not include any “unusual grants.”) 2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization’s tax-exempt purpose . . . 3 Gross receipts from activities that are not an unrelated trade or business under section 513 4

Tax revenues levied for the organization’s benefit and either paid to or expended on its behalf . . .

The value of services or facilities furnished by a governmental unit to the organization without charge . . . .

6 7a

Total. Add lines 1 through 5 . . . . Amounts included on lines 1, 2, and 3 received from disqualified persons .

(a) 2020

(d) 2023

(e) 2024

(f) Total

7,796,994

7,764,216

7,286,550

8,647,654

21,762,161

53,257,575

217,640

184,846

193,475

179,820

149,885

925,666 0

8,014,634

7,949,062

7,480,025

8,827,474

21,912,046

0 54,183,241

0 0

b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year c

(b) 2021

Add lines 7a and 7b . . . . . . Public support. (Subtract line 7c from line 6.) . . . . . . . . . . .

54,183,241

Section B. Total Support Calendar year (or fiscal year beginning in) 9 Amounts from line 6 . . . . . . 10a Gross income from interest, dividends, payments received on securities loans, rents, royalties, and income from similar sources

(a) 2020

(e) 2024

(f) Total

8,014,634

(b) 2021 7,949,062

(d) 2023 8,827,474

21,912,046

54,183,241

8,916

9,779

65,489

71,391

313,864

469,439

8,916

9,779

65,489

71,391

313,864

0 469,439

b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975 . . . . c 11

Add lines 10a and 10b . . . . . Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on

Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) . . . . . . . 205,500 158,201 153,633 87,026 118,719 723,079 Total support. (Add lines 9, 10c, 11, and 12.) . . . . . . . . . . 8,229,050 8,117,042 7,699,147 8,985,891 22,344,629 55,375,759 First 5 years. If the Form 990 is for the organization’s first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here . . . . . . . . . . . . . . . . . . . . . . . . . .

13 14

Section C. Computation of Public Support Percentage 15 16

Public support percentage for 2024 (line 8, column (f), divided by line 13, column (f)) . Public support percentage from 2023 Schedule A, Part III, line 15 . . . . . . .

. .

15 16

97.85 % 97.77 %

Section D. Computation of Investment Income Percentage 1.00 % Investment income percentage for 2024 (line 10c, column (f), divided by line 13, column (f)) . . . 17 0.42 % Investment income percentage from 2023 Schedule A, Part III, line 17 . . . . . . . . . . 18 331/3% support tests—2024. If the organization did not check the box on line 14, and line 15 is more than 331/3%, and line 17 is not more than 331/3%, check this box and stop here. The organization qualifies as a publicly supported organization . . ✔ 1 1 b 33 /3% support tests—2023. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 /3%, and line 18 is not more than 331/3%, check this box and stop here. The organization qualifies as a publicly supported organization .

17 18 19a

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions

Schedule A (Form 990) 2024

Page 4 Supporting Organizations (Complete only if you checked a box on line 12 of Part I. If you checked box 12a, Part I, complete Sections A and B. If you checked box 12b, Part I, complete Sections A and C. If you checked box 12c, Part I, complete Sections A, D, and E. If you checked box 12d, Part I, complete Sections A and D, and complete Part V.) Section A. All Supporting Organizations Schedule A (Form 990) 2024

Part IV

Yes No 1

Are all of the organization’s supported organizations listed by name in the organization’s governing documents? If “No,” describe in Part VI how the supported organizations are designated. If designated by class or purpose, describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If “Yes,” explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2). Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If “Yes,” answer lines 3b and 3c below.

b Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If “Yes,” describe in Part VI when and how the organization made the determination. c Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If “Yes,” explain in Part VI what controls the organization put in place to ensure such use. 4a Was any supported organization not organized in the United States (“foreign supported organization”)? If “Yes,” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below. b Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations. c

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

5a Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” BOTXFS MJOFT C BOE D CFMPX JG BQQMJDBCMF "MTP QSPWJEF EFUBJM JO 1BSU 7* JODMVEJOH J UIF OBNFT BOE &*/ OVNCFST PG UIF TVQQPSUFE PSHBOJ[BUJPOT BEEFE TVCTUJUVUFE PS SFNPWFE JJ UIF SFBTPOT GPS FBDI TVDI BDUJPO JJJ UIF BVUIPSJUZ VOEFS UIF PSHBOJ[BUJPOhT PSHBOJ[JOH EPDVNFOU BVUIPSJ[JOH TVDI BDUJPO BOE JW IPX UIF BDUJPO XBT BDDPNQMJTIFE TVDI BT CZ BNFOENFOU UP UIF PSHBOJ[JOH EPDVNFOU b Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization’s organizing document? c Substitutions only. Was the substitution the result of an event beyond the organization’s control? 6

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (as defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990). Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).

2 3a

3b 3c 4a

B 5b 5c

7 8

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI. b Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI. c Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

9a 9b 9c

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below. b Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings.)

10a 10b

Schedule A (Form 990) 2024

Page 5

Schedule A (Form 990) 2024

Part IV

Supporting Organizations (continued) Yes No

11 Has the organization accepted a gift or contribution from any of the following persons? a A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization? b A family member of a person described on line 11a above? c " DPOUSPMMFE FOUJUZ PG B QFSTPO EFTDSJCFE PO MJOF B PS C BCPWF *G i:FTw UP MJOF B C PS D QSPWJEF EFUBJM JO 1BSU 7*

11a 11b 11c

4FDUJPO # 5ZQF * 4VQQPSUJOH 0SHBOJ[BUJPOT Yes No 1

Did the governing body, members of the governing body, officers acting in their official capacity, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s officers, directors, or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove officers, directors, or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised, or controlled the supporting organization.

Section C. Type II Supporting Organizations Yes No 1 8FSF B NBKPSJUZ PG UIF PSHBOJ[BUJPO T EJSFDUPST PS USVTUFFT EVSJOH UIF UBY ZFBS BMTP B NBKPSJUZ PG UIF EJSFDUPST PS USVTUFFT PG FBDI PG UIF PSHBOJ[BUJPO T TVQQPSUFE PSHBOJ[BUJPO T *G i/P w EFTDSJCF JO 1BSU 7* IPX DPOUSPM PS NBOBHFNFOU PG UIF TVQQPSUJOH PSHBOJ[BUJPO XBT WFTUFE JO UIF TBNF QFSTPOT UIBU DPOUSPMMFE PS NBOBHFE UIF TVQQPSUFE PSHBOJ[BUJPO T

Section D. All Type III Supporting Organizations Yes No 1

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s), or (ii) serving on the governing body of a supported organization? If “No,” explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described on line 2, above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If “Yes,” describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally Integrated Supporting Organizations 1

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions). The organization satisfied the Activities Test. Complete line 2 below. The organization is the parent of each of its supported organizations. Complete line 3 below. 5IF PSHBOJ[BUJPO TVQQPSUFE B HPWFSONFOUBM FOUJUZ %FTDSJCF JO 1BSU 7* IPX ZPV TVQQPSUFE B HPWFSONFOUBM FOUJUZ TFF JOTUSVDUJPOT 2 Activities Test. Answer lines 2a and 2b below. Yes No a %JE TVCTUBOUJBMMZ BMM PG UIF PSHBOJ[BUJPO T BDUJWJUJFT EVSJOH UIF UBY ZFBS EJSFDUMZ GVSUIFS UIF FYFNQU QVSQPTFT PG UIF TVQQPSUFE PSHBOJ[BUJPO T UP XIJDI UIF PSHBOJ[BUJPO XBT SFTQPOTJWF *G i:FT w UIFO JO 1BSU 7* JEFOUJGZ UIPTF TVQQPSUFE PSHBOJ[BUJPOT BOE FYQMBJO IPX UIFTF BDUJWJUJFT EJSFDUMZ GVSUIFSFE UIFJS FYFNQU QVSQPTFT IPX UIF PSHBOJ[BUJPO XBT SFTQPOTJWF UP UIPTF TVQQPSUFE PSHBOJ[BUJPOT BOE IPX UIF PSHBOJ[BUJPO EFUFSNJOFE UIBU UIFTF BDUJWJUJFT DPOTUJUVUFE TVCTUBOUJBMMZ BMM PG JUT BDUJWJUJFT 2a b Did the activities described on line 2a, above, constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If “Yes,” explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement. 2b 3 Parent of Supported Organizations. Answer lines 3a BOE 3b Celow. a %JE UIF PSHBOJ[BUJPO IBWF UIF QPXFS UP SFHVMBSMZ BQQPJOU PS FMFDU B NBKPSJUZ PG UIF PGGJDFST EJSFDUPST PS USVTUFFT PG FBDI PG UIF TVQQPSUFE PSHBOJ[BUJPOT *G i:FTw PS i/P w QSPWJEF EFUBJMT JO Part VI. 3a b %JE UIF PSHBOJ[BUJPO FYFSDJTF B TVCTUBOUJBM EFHSFF PG EJSFDUJPO PWFS UIF QPMJDJFT QSPHSBNT BOE BDUJWJUJFT PG FBDI PG JUT TVQQPSUFE PSHBOJ[BUJPOT *G i:FT w EFTDSJCF JO 1BSU 7* UIF SPMF QMBZFE CZ UIF PSHBOJ[BUJPO JO UIJT SFHBSE 3b a b c

Schedule A (Form 990) 2024

Part V

Page 6

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E. (B) Current Year Section A—Adjusted Net Income (A) Prior Year (optional) 1 Net short-term capital gain 1 2 Recoveries of prior-year distributions 2 3 Other gross income (see instructions) 3 4 Add lines 1 through 3. 4 5 Depreciation and depletion 5 6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6 7 Other expenses (see instructions) 7 8 Adjusted Net Income (subtract lines 5, 6, and 7 from line 4) 8 (B) Current Year Section B—Minimum Asset Amount (A) Prior Year (optional) 1

Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1a a Average monthly value of securities 1b b Average monthly cash balances 1c c Fair market value of other non-exempt-use assets d Total (add lines 1a, 1b, and 1c) 1d e Discount claimed for blockage or other factors (explain in detail in Part VI): Acquisition indebtedness applicable to non-exempt-use assets 2 2 Subtract line 2 from line 1d. 3 3 4 Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). 4 Net value of non-exempt-use assets (subtract line 4 from line 3) 5 5 Multiply line 5 by 0.035. 6 6 Recoveries of prior-year distributions 7 7 Minimum Asset Amount (add line 7 to line 6) 8 8 Section C—Distributable Amount 1 2 3 4 5 6 7

Current Year

Adjusted net income for prior year (from Section A, line 8, column A) 1 Enter 0.85 of line 1. 2 Minimum asset amount for prior year (from Section B, line 8, column A) 3 Enter greater of line 2 or line 3. 4 Income tax imposed in prior year 5 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions). 6 Check here if the current year is the organization’s first as a non-functionally integrated Type III supporting organization (see instructions). Schedule A (Form 990) 2024

Page 7

Schedule A (Form 990) 2024

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)

Section D—Distributions

Current Year

1 2

Amounts paid to supported organizations to accomplish exempt purposes Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity

3 4 5 6

Administrative expenses paid to accomplish exempt purposes of supported organizations Amounts paid to acquire exempt-use assets Qualified set-aside amounts (prior IRS approval required—provide details in Part VI) 0UIFS EJTUSJCVUJPOT EFTDSJCF JO 1BSU 7* 4FF JOTUSVDUJPOT Total annual distributions. Add lines 1 through . Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions.

Distributable amount for 2024 from Section C, line 6 Line amount divided by line amount

Section E—Distribution Allocations (see instructions) 1 2

Distributable amount for 2024 from Section C, line 6 Underdistributions, if any, for years prior to 2024 (reasonable cause required—explain in Part VI). See instructions.

Excess distributions carryover, if any, to 2024 From 2019 . . . . . From 2020 . . . . . From 2021 . . . . . From 2022 . . . . . From 2023 . . . . . Total of lines 3a through 3e Applied to underdistributions of prior years Applied to 2024 distributable amount Carryover from 2019 not applied (see instructions) Remainder. Subtract lines 3g, 3h, and 3i from line 3f. Distributions for 2024 from Section D, line 7: $ Applied to underdistributions of prior years Applied to 2024 distributable amount Remainder. Subtract lines 4a and 4b from line 4. Remaining underdistributions for years prior to 2024, if any. Subtract lines 3g and 4a from line 2. For result greater than zero, explain in Part VI. See instructions.

a b c d e f g h i j 4 a b c 5

7 8 a b c d e

(i) Excess Distributions

1 2 3 4 5 6

(ii) Underdistributions Pre-2024

(iii) Distributable Amount for 2024

Remaining underdistributions for 2024. Subtract lines 3h and 4b from line 1. For result greater than zero, explain in Part VI. See instructions. Excess distributions carryover to 2025. Add lines 3j and 4c. Breakdown of line 7: Excess from 2020 . Excess from 2021 . Excess from 2022 . Excess from 2023 . Excess from 2024 .

. . . .

. . . . Schedule A (Form 990) 2024

Page 8 Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part *** MJOF 1BSU *7 4FDUJPO " MJOFT C D C D B B C D B C BOE D 1BSU *7 4FDUJPO # MJOFT BOE 1BSU *7 4FDUJPO $ MJOF 1BSU *7 4FDUJPO % MJOFT BOE 1BSU *7 4FDUJPO & MJOFT D B C B BOE C 1BSU 7 MJOF 1BSU 7 4FDUJPO # MJOF F 1BSU 7 4FDUJPO % MJOFT BOE BOE 1BSU 7 4FDUJPO & MJOFT BOE "MTP DPNQMFUF UIJT QBSU GPS BOZ BEEJUJPOBM JOGPSNBUJPO 4FF JOTUSVDUJPOT

Schedule A (Form 990) 2024

Part VI

Schedule A (Form 990) 2024

Part VI

Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a, and 3b; Part V, line 1; Part V, Section B, line 1e; Part V, Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions.)

Return Reference - Identifier SCHEDULE A, PART III, LINE 12 - OTHER INCOME

Explanation Other Income Type (1) FUNDRAISING INCOME

(a) 2020 205,500

(b) 2021 158,201

(d) 2023 87,026

(e) 2024 118,719

(f) Total 723,079

Schedule B (Form 990)

Schedule of Contributors

(Rev. January 2025)

Attach to Form 990, 990-EZ, or 990-PF. Go to www.irs.gov/Form990 for the latest information.

Department of the Treasury Internal Revenue Service

OMB No. 1545-0047

Employer identification number 56-1058954

Name of the organization CATHOLIC CHARITIES DIOCESE OF CHARLOTTE

Organization type (check one): Filers of:

Section:

Form 990 or 990-EZ

✔

501(c)(

) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation 527 political organization Form 990-PF

501(c)(3) exempt private foundation 4947(a)(1) nonexempt charitable trust treated as a private foundation 501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule. Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions. General Rule ✔

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor’s total contributions.

Special Rules For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000; or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h; or (ii) Form 990-EZ, line 1. Complete Parts I and II. For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor, during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I (entering “N/A” in column (b) instead of the contributor name and address), II, and III. For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor, during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don’t complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year . . . . . . . . . . . . . . . . . . . $ Caution: An organization that isn’t covered by the General Rule and/or the Special Rules doesn’t file Schedule B (Form 990), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ or on its Form 990-PF, Part I, line 2, to certify that it doesn’t meet the filing requirements of Schedule B (Form 990). For Paperwork Reduction Act Notice, see the instructions for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613X

Schedule B (Form 990) (Rev. 1-2025)

Page 2

Schedule B (Form 990) (Rev. 1-2025)

Name of organization

Employer identification number

CATHOLIC CHARITIES DIOCESE OF CHARLOTTE

Part I (a) No.

56-1058954

Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4

5,781

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

23,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

9,773

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

10,718

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

50,250

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

7,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.) Schedule B (Form 990) (Rev. 1-2025)

Page 2

Schedule B (Form 990) (Rev. 1-2025)

Name of organization

Employer identification number

CATHOLIC CHARITIES DIOCESE OF CHARLOTTE

Part I (a) No.

56-1058954

Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4

7,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

35,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

38,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

10,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

19,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

5,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.) Schedule B (Form 990) (Rev. 1-2025)

Page 2

Schedule B (Form 990) (Rev. 1-2025)

Name of organization

Employer identification number

CATHOLIC CHARITIES DIOCESE OF CHARLOTTE

Part I (a) No.

56-1058954

Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4

10,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

5,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

6,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

15,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

5,303

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

5,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.) Schedule B (Form 990) (Rev. 1-2025)

Page 2

Schedule B (Form 990) (Rev. 1-2025)

Name of organization

Employer identification number

CATHOLIC CHARITIES DIOCESE OF CHARLOTTE

Part I (a) No.

56-1058954

Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4

10,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

8,676

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

15,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

11,199

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

10,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

10,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.) Schedule B (Form 990) (Rev. 1-2025)

Page 2

Schedule B (Form 990) (Rev. 1-2025)

Name of organization

Employer identification number

CATHOLIC CHARITIES DIOCESE OF CHARLOTTE

Part I (a) No.

56-1058954

Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4

29,697

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

17,950

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

3,125,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

10,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

42,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

5,733

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.) Schedule B (Form 990) (Rev. 1-2025)

Page 2

Schedule B (Form 990) (Rev. 1-2025)

Name of organization

Employer identification number

CATHOLIC CHARITIES DIOCESE OF CHARLOTTE

Part I (a) No.

56-1058954

Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4

115,750

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

22,035

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

5,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

10,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

5,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

12,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.) Schedule B (Form 990) (Rev. 1-2025)

Page 2

Schedule B (Form 990) (Rev. 1-2025)

Name of organization

Employer identification number

CATHOLIC CHARITIES DIOCESE OF CHARLOTTE

Part I (a) No.

56-1058954

Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4

5,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

5,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

5,996

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

9,384

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

5,821

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

6,146

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.) Schedule B (Form 990) (Rev. 1-2025)

Page 2

Schedule B (Form 990) (Rev. 1-2025)

Name of organization

Employer identification number

CATHOLIC CHARITIES DIOCESE OF CHARLOTTE

Part I (a) No.

56-1058954

Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4

11,603

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

7,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

10,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

5,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

50,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

9,831

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.) Schedule B (Form 990) (Rev. 1-2025)

Page 2

Schedule B (Form 990) (Rev. 1-2025)

Name of organization

Employer identification number

CATHOLIC CHARITIES DIOCESE OF CHARLOTTE

Part I (a) No.

56-1058954

Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4

10,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

5,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

25,618

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

15,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

5,300

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

5,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.) Schedule B (Form 990) (Rev. 1-2025)

Page 2

Schedule B (Form 990) (Rev. 1-2025)

Name of organization

Employer identification number

CATHOLIC CHARITIES DIOCESE OF CHARLOTTE

Part I (a) No.

56-1058954

Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4

50,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

5,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

6,092

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

50,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

7,849

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

6,500

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.) Schedule B (Form 990) (Rev. 1-2025)

Page 2

Schedule B (Form 990) (Rev. 1-2025)

Name of organization

Employer identification number

CATHOLIC CHARITIES DIOCESE OF CHARLOTTE

Part I (a) No.

56-1058954

Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4

5,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

5,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

10,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

12,500

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

5,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

10,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.) Schedule B (Form 990) (Rev. 1-2025)

Page 2

Schedule B (Form 990) (Rev. 1-2025)

Name of organization

Employer identification number

CATHOLIC CHARITIES DIOCESE OF CHARLOTTE

Part I (a) No.

56-1058954

Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4

5,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

7,300

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

183,075

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

12,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

15,303

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

7,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.) Schedule B (Form 990) (Rev. 1-2025)

Page 2

Schedule B (Form 990) (Rev. 1-2025)

Name of organization

Employer identification number

CATHOLIC CHARITIES DIOCESE OF CHARLOTTE

Part I (a) No.

56-1058954

Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4

9,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

6,913

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

5,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

10,303

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

6,061

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

5,695

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.) Schedule B (Form 990) (Rev. 1-2025)

Page 2

Schedule B (Form 990) (Rev. 1-2025)

Name of organization

Employer identification number

CATHOLIC CHARITIES DIOCESE OF CHARLOTTE

Part I (a) No.

56-1058954

Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4

6,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

5,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

5,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

6,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

5,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

10,610

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.) Schedule B (Form 990) (Rev. 1-2025)

Page 2

Schedule B (Form 990) (Rev. 1-2025)

Name of organization

Employer identification number

CATHOLIC CHARITIES DIOCESE OF CHARLOTTE

Part I (a) No.

56-1058954

Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4

5,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

5,500

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

5,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

31,061

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

12,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

5,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.) Schedule B (Form 990) (Rev. 1-2025)

Page 2

Schedule B (Form 990) (Rev. 1-2025)

Name of organization

Employer identification number

CATHOLIC CHARITIES DIOCESE OF CHARLOTTE

Part I (a) No.

56-1058954

Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4

37,642

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

17,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

5,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

12,196

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

7,061

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

5,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.) Schedule B (Form 990) (Rev. 1-2025)

Page 2

Schedule B (Form 990) (Rev. 1-2025)

Name of organization

Employer identification number

CATHOLIC CHARITIES DIOCESE OF CHARLOTTE

Part I (a) No.

56-1058954

Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4

5,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

5,303

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

10,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

100

5,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

101

10,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

102

7,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.) Schedule B (Form 990) (Rev. 1-2025)

Page 2

Schedule B (Form 990) (Rev. 1-2025)

Name of organization

Employer identification number

CATHOLIC CHARITIES DIOCESE OF CHARLOTTE

Part I (a) No.

56-1058954

Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4

103

5,600

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

104

16,500

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

105

7,500

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

106

5,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

107

102,500

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

108

8,479

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.) Schedule B (Form 990) (Rev. 1-2025)

Page 2

Schedule B (Form 990) (Rev. 1-2025)

Name of organization

Employer identification number

CATHOLIC CHARITIES DIOCESE OF CHARLOTTE

Part I (a) No.

56-1058954

Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4

109

6,750

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

110

5,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

111

10,348

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

112

10,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

113

15,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

114

7,506

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.) Schedule B (Form 990) (Rev. 1-2025)

Page 2

Schedule B (Form 990) (Rev. 1-2025)

Name of organization

Employer identification number

CATHOLIC CHARITIES DIOCESE OF CHARLOTTE

Part I (a) No.

56-1058954

Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4

115

8,109

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

116

20,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

117

5,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

118

15,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

119

10,135

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

120

10,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.) Schedule B (Form 990) (Rev. 1-2025)

Page 2

Schedule B (Form 990) (Rev. 1-2025)

Name of organization

Employer identification number

CATHOLIC CHARITIES DIOCESE OF CHARLOTTE

Part I (a) No.

56-1058954

Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4

121

6,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

122

5,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

123

8,200

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

124

10,750

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

125

10,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

126

500,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.) Schedule B (Form 990) (Rev. 1-2025)

Page 2

Schedule B (Form 990) (Rev. 1-2025)

Name of organization

Employer identification number

CATHOLIC CHARITIES DIOCESE OF CHARLOTTE

Part I (a) No.

56-1058954

Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4

127

9,800

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

128

5,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

129

125,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

130

10,718

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

131

100,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

132

5,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.) Schedule B (Form 990) (Rev. 1-2025)

Page 2

Schedule B (Form 990) (Rev. 1-2025)

Name of organization

Employer identification number

CATHOLIC CHARITIES DIOCESE OF CHARLOTTE

Part I (a) No.

56-1058954

Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4

133

10,215

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

134

20,531

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

135

10,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

136

10,500

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

137

15,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

138

15,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.) Schedule B (Form 990) (Rev. 1-2025)

Page 2

Schedule B (Form 990) (Rev. 1-2025)

Name of organization

Employer identification number

CATHOLIC CHARITIES DIOCESE OF CHARLOTTE

Part I (a) No.

56-1058954

Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4

139

8,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

140

60,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

141

5,593

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

142

5,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

143

5,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

144

5,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.) Schedule B (Form 990) (Rev. 1-2025)

Page 2

Schedule B (Form 990) (Rev. 1-2025)

Name of organization

Employer identification number

CATHOLIC CHARITIES DIOCESE OF CHARLOTTE

Part I (a) No.

56-1058954

Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4

145

5,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

146

5,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

147

5,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

148

5,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

149

5,303

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

150

6,425

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.) Schedule B (Form 990) (Rev. 1-2025)

Page 2

Schedule B (Form 990) (Rev. 1-2025)

Name of organization

Employer identification number

CATHOLIC CHARITIES DIOCESE OF CHARLOTTE

Part I (a) No.

56-1058954

Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4

151

6,061

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

152

5,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

153

10,531

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

154

5,359

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

155

6,072

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

156

5,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.) Schedule B (Form 990) (Rev. 1-2025)

Page 2

Schedule B (Form 990) (Rev. 1-2025)

Name of organization

Employer identification number

CATHOLIC CHARITIES DIOCESE OF CHARLOTTE

Part I (a) No.

56-1058954

Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4

157

5,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

158

7,500

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

159

5,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

160

75,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

161

100,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

162

6,250

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.) Schedule B (Form 990) (Rev. 1-2025)

Page 2

Schedule B (Form 990) (Rev. 1-2025)

Name of organization

Employer identification number

CATHOLIC CHARITIES DIOCESE OF CHARLOTTE

Part I (a) No.

56-1058954

Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4

163

8,039

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

164

25,500

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

165

5,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

166

100,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

167

8,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

168

25,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.) Schedule B (Form 990) (Rev. 1-2025)

Page 2

Schedule B (Form 990) (Rev. 1-2025)

Name of organization

Employer identification number

CATHOLIC CHARITIES DIOCESE OF CHARLOTTE

Part I (a) No.

56-1058954

Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4

169

11,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

170

25,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

171

5,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

172

106,250

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

173

20,100

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

174

5,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.) Schedule B (Form 990) (Rev. 1-2025)

Page 2

Schedule B (Form 990) (Rev. 1-2025)

Name of organization

Employer identification number

CATHOLIC CHARITIES DIOCESE OF CHARLOTTE

Part I (a) No.

56-1058954

Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4

175

10,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

176

7,500

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

177

12,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

178

10,106

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

179

5,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

180

10,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.) Schedule B (Form 990) (Rev. 1-2025)

Page 2

Schedule B (Form 990) (Rev. 1-2025)

Name of organization

Employer identification number

CATHOLIC CHARITIES DIOCESE OF CHARLOTTE

Part I (a) No.

56-1058954

Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4

181

5,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

182

5,359

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

183

10,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

184

20,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

185

6,363

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

186

21,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.) Schedule B (Form 990) (Rev. 1-2025)

Page 2

Schedule B (Form 990) (Rev. 1-2025)

Name of organization

Employer identification number

CATHOLIC CHARITIES DIOCESE OF CHARLOTTE

Part I (a) No.

56-1058954

Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4

187

16,326

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

188

5,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

189

15,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

190

5,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

191

7,500

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

192

6,793

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.) Schedule B (Form 990) (Rev. 1-2025)

Page 2

Schedule B (Form 990) (Rev. 1-2025)

Name of organization

Employer identification number

CATHOLIC CHARITIES DIOCESE OF CHARLOTTE

Part I (a) No.

56-1058954

Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4

193

15,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

194

5,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

195

10,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

196

5,631

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

197

5,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

198

5,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.) Schedule B (Form 990) (Rev. 1-2025)

Page 2

Schedule B (Form 990) (Rev. 1-2025)

Name of organization

Employer identification number

CATHOLIC CHARITIES DIOCESE OF CHARLOTTE

Part I (a) No.

56-1058954

Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4

199

16,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

200

5,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

201

5,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

202

5,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

203

7,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

204

45,900

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.) Schedule B (Form 990) (Rev. 1-2025)

Page 2

Schedule B (Form 990) (Rev. 1-2025)

Name of organization

Employer identification number

CATHOLIC CHARITIES DIOCESE OF CHARLOTTE

Part I (a) No.

56-1058954

Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4

205

181,871

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

206

62,790

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

207

633,030

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

208

26,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

209

14,395

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

210

9,315

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.) Schedule B (Form 990) (Rev. 1-2025)

Page 2

Schedule B (Form 990) (Rev. 1-2025)

Name of organization

Employer identification number

CATHOLIC CHARITIES DIOCESE OF CHARLOTTE

Part I (a) No.

56-1058954

Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4

211

5,700

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

212

10,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

213

9,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

214

20,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

215

34,250

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

216

10,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.) Schedule B (Form 990) (Rev. 1-2025)

Page 2

Schedule B (Form 990) (Rev. 1-2025)

Name of organization

Employer identification number

CATHOLIC CHARITIES DIOCESE OF CHARLOTTE

Part I (a) No.

56-1058954

Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4

217

30,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

218

20,355

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

219

5,160

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

220

7,151

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

221

10,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

222

5,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.) Schedule B (Form 990) (Rev. 1-2025)

Page 2

Schedule B (Form 990) (Rev. 1-2025)

Name of organization

Employer identification number

CATHOLIC CHARITIES DIOCESE OF CHARLOTTE

Part I (a) No.

56-1058954

Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4

223

5,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

224

6,928

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

225

12,241

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

226

13,250

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

227

13,846

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

228

5,933

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.) Schedule B (Form 990) (Rev. 1-2025)

Page 2

Schedule B (Form 990) (Rev. 1-2025)

Name of organization

Employer identification number

CATHOLIC CHARITIES DIOCESE OF CHARLOTTE

Part I (a) No.

56-1058954

Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4

229

5,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

230

7,050

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

231

7,311

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

232

50,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

233

13,250

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

234

13,710

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.) Schedule B (Form 990) (Rev. 1-2025)

Page 2

Schedule B (Form 990) (Rev. 1-2025)

Name of organization

Employer identification number

CATHOLIC CHARITIES DIOCESE OF CHARLOTTE

Part I (a) No.

56-1058954

Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4

235

8,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

236

5,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

237

5,015

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

238

5,020

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

239

5,864

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

240

5,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.) Schedule B (Form 990) (Rev. 1-2025)

Page 2

Schedule B (Form 990) (Rev. 1-2025)

Name of organization

Employer identification number

CATHOLIC CHARITIES DIOCESE OF CHARLOTTE

Part I (a) No.

56-1058954

Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4

241

5,250

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

242

10,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

243

5,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

244

5,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

245

10,605

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

246

5,303

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.) Schedule B (Form 990) (Rev. 1-2025)

Page 2

Schedule B (Form 990) (Rev. 1-2025)

Name of organization

Employer identification number

CATHOLIC CHARITIES DIOCESE OF CHARLOTTE

Part I (a) No.

56-1058954

Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4

247

5,500

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

248

5,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

249

25,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

250

10,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

251

10,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

252

5,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.) Schedule B (Form 990) (Rev. 1-2025)

Page 2

Schedule B (Form 990) (Rev. 1-2025)

Name of organization

Employer identification number

CATHOLIC CHARITIES DIOCESE OF CHARLOTTE

Part I (a) No.

56-1058954

Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4

253

5,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

254

5,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

255

10,454

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

256

5,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

257

5,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

258

5,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.) Schedule B (Form 990) (Rev. 1-2025)

Page 2

Schedule B (Form 990) (Rev. 1-2025)

Name of organization

Employer identification number

CATHOLIC CHARITIES DIOCESE OF CHARLOTTE

Part I (a) No.

56-1058954

Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4

259

20,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

260

185,949

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

261

1,465,277

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

262

980,879

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

263

1,421,404

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

264

26,500

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.) Schedule B (Form 990) (Rev. 1-2025)

Page 2

Schedule B (Form 990) (Rev. 1-2025)

Name of organization

Employer identification number

CATHOLIC CHARITIES DIOCESE OF CHARLOTTE

Part I (a) No.

56-1058954

Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4

265

12,250

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

266

5,303

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

267

10,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

268

10,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

269

10,354

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

270

5,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.) Schedule B (Form 990) (Rev. 1-2025)

Page 2

Schedule B (Form 990) (Rev. 1-2025)

Name of organization

Employer identification number

CATHOLIC CHARITIES DIOCESE OF CHARLOTTE

Part I (a) No.

56-1058954

Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4

271

5,303

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

272

9,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

273

5,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

274

10,950

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

275

5,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

276

12,000

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.) Schedule B (Form 990) (Rev. 1-2025)

Page 2

Schedule B (Form 990) (Rev. 1-2025)

Name of organization

Employer identification number

CATHOLIC CHARITIES DIOCESE OF CHARLOTTE

Part I (a) No.

56-1058954

Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4

277

5,500

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

278

6,900

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

279

6,193

(d) Type of contribution Person Payroll Noncash

✔

(Complete Part II for noncash contributions.)

(a) No.

Name, address, and ZIP + 4

Total contributions

(d) Type of contribution Person Payroll Noncash

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

(d) Type of contribution Person Payroll Noncash

(Complete Part II for noncash contributions.)

(a) No.

(b) Name, address, and ZIP + 4

(d) Type of contribution Person Payroll Noncash (Complete Part II for noncash contributions.) Schedule B (Form 990) (Rev. 1-2025)

Page 3

Schedule B (Form 990) (Rev. 1-2025)

Name of organization

Employer identification number

CATHOLIC CHARITIES DIOCESE OF CHARLOTTE

Part II (a) No. from Part I

56-1058954

Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed. (c) FMV (or estimate)

(b) Description of noncash property given

(See instructions.)

(d) Date received

$ (a) No. from Part I

(b) Description of noncash property given

(See instructions.)

(d) Date received

$ (a) No. from Part I

(b) Description of noncash property given

(See instructions.)

(d) Date received

$ (a) No. from Part I

(b) Description of noncash property given

(See instructions.)

(d) Date received

$ (a) No. from Part I

(b) Description of noncash property given

(See instructions.)

(d) Date received

$ (a) No. from Part I

(b) Description of noncash property given

(See instructions.)

(d) Date received

$ Schedule B (Form 990) (Rev. 1-2025)

Page 4

Schedule B (Form 990) (Rev. 1-2025)

Name of organization

Employer identification number

CATHOLIC CHARITIES DIOCESE OF CHARLOTTE

Part III

(a) No. from Part I

56-1058954

Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed. (b) Purpose of gift

Transferee’s name, address, and ZIP + 4

(a) No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

Relationship of transferor to transferee

(d) Description of how gift is held

(e) Transfer of gift Transferee’s name, address, and ZIP + 4

(a) No. from Part I

(b) Purpose of gift

Relationship of transferor to transferee

(d) Description of how gift is held

(e) Transfer of gift Transferee’s name, address, and ZIP + 4

(a) No. from Part I

(b) Purpose of gift

Relationship of transferor to transferee

(d) Description of how gift is held

(e) Transfer of gift Transferee’s name, address, and ZIP + 4

Relationship of transferor to transferee

Schedule B (Form 990) (Rev. 1-2025)

SCHEDULE D (Form 990) (Rev. January 2025) Department of the Treasury Internal Revenue Service

Supplemental Financial Statements

OMB No. 1545-0047

Complete if the organization answered “Yes” on Form 990, Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b. Attach to Form 990. Go to www.irs.gov/Form990 for instructions and the latest information.

Name of the organization

Open to Public Inspection

Employer identification number

CATHOLIC CHARITIES DIOCESE OF CHARLOTTE

Part I

56-1058954

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts Complete if the organization answered “Yes” on Form 990, Part IV, line 6. (a) Donor advised funds

1 2 3 4 5

(b) Funds and other accounts

Total number at end of year . . . . . . . . Aggregate value of contributions to (during year) . Aggregate value of grants from (during year) . . Aggregate value at end of year . . . . . . . Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? . . . . . . Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? . . . . . . . . . . . . . . . . . . . . . .

Part II 1

Yes

Conservation Easements Complete if the organization answered “Yes” on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply). Preservation of land for public use (for example, recreation or education) Preservation of a historically important land area Protection of natural habitat Preservation of a certified historic structure Preservation of open space Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year. Held at the End of the Tax Year

2 a b c d

Total number of conservation easements . . . . . . . . . . . . . . . . . Total acreage restricted by conservation easements . . . . . . . . . . . . . . Number of conservation easements on a certified historic structure included on line 2a . . Number of conservation easements included on line 2c acquired after July 25, 2006, and not on a historic structure listed in the National Register . . . . . . . . . . . . .

2a 2b 2c

2d Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the tax year . . . . . . . . . . . . . . . . . . . . . . Number of states where property subject to conservation easement is located . . . . . . . . Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? . . . . . . . . . . . . .

3 4 5 6 7 8 9

Yes No Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year . . . . . . . . . . . . . . . . . . . . Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year . . . . . . . . . . . . . . . . . . . . $ Does each conservation easement reported on line 2d above satisfy the requirements of section 170(h)(4)(B) (i) and section 170(h)(4)(B)(ii)? . . . . . . . . . . . . . . . . . . . . . . . . . . Yes No In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement and balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets Complete if the organization answered “Yes” on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide in Part XIII the text of the footnote to its financial statements that describes these items. b If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items.

(i) Revenue included on Form 990, Part VIII, line 1 . . . . . . . . . . . . . . . . . $ (ii) Assets included in Form 990, Part X . . . . . . . . . . . . . . . . . . . . . $ If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the following amounts required to be reported under FASB ASC 958 relating to these items.

a Revenue included on Form 990, Part VIII, line 1 b Assets included in Form 990, Part X . . . .

. .

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

. .

Cat. No. 52283D

. .

$ $

Schedule D (Form 990) (Rev. 1-2025)

Page 2 Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Schedule D (Form 990) (Rev. 1-2025)

Part III 3

Using the organization’s acquisition, accession, and other records, check any of the following that make significant use of its collection items (check all that apply).

a Public exhibition Loan or exchange program d Scholarly research Other b e c Preservation for future generations 4 Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in Part XIII. 5 During the year, did the organization solicit or receive donations of art, historical treasures, or other similar assets to be sold to raise funds rather than to be maintained as part of the organization’s collection? . . Yes No

Part IV

Escrow and Custodial Arrangements Complete if the organization answered “Yes” on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian, or other intermediary for contributions or other assets not included on Form 990, Part X? . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

b If “Yes,” explain the arrangement in Part XIII and complete the following table. c d e f 2a b

Amount Beginning balance . . . . . . . . . . . . . . . . . . . . . . 1c Additions during the year . . . . . . . . . . . . . . . . . . . 1d Distributions during the year . . . . . . . . . . . . . . . . . . 1e Ending balance . . . . . . . . . . . . . . . . . . . . . . . 1f Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? Yes If “Yes,” explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII . . . .

Part V

Endowment Funds Complete if the organization answered “Yes” on Form 990, Part IV, line 10. (a) Current year

(d) Three years back

(e) Four years back

2,239,199 5,352

2,029,745 3,875

1,639,623 3,875

2,953,321 13,500

1,465,001 31,972

726,106 373,000

784,475 520,443

573,102 118,300

(1,028,739) 224,288

1,521,882 2,500

65,351 58,453 68,555 74,171 Administrative expenses . . . . 2,532,306 2,239,199 2,029,745 1,639,623 End of year balance . . . . . Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as: 14.33 % Board designated or quasi-endowment 85.67 % Permanent endowment 0.00 % Term endowment The percentages on lines 2a, 2b, and 2c should equal 100%. Are there endowment funds not in the possession of the organization that are held and administered for the organization by:

63,034 2,953,321

1a Beginning of year balance . . . b Contributions . . . . . . . c Net investment earnings, gains, and losses . . . . . . . . . . d Grants or scholarships . . . . e Other expenditures for facilities and programs . . . . . . . . . f g 2 a b c 3a

(b) Prior year

(i) Unrelated organizations? . . . . . . . . . . . . . . . . . . . (ii) Related organizations? . . . . . . . . . . . . . . . . . . . . b If “Yes” on line 3a(ii), are the related organizations listed as required on Schedule R? . 4 Describe in Part XIII the intended uses of the organization’s endowment funds.

Part VI

. . .

Yes No ✔ 3a(i) 3a(ii) ✔ 3b ✔

Land, Buildings, and Equipment Complete if the organization answered “Yes” on Form 990, Part IV, line 11a. See Form 990, Part X, line 10. Description of property

(a) Cost or other basis (investment)

(b) Cost or other basis (other)

15,200 1a Land . . . . . . . . . . . . b Buildings . . . . . . . . . . . c Leasehold improvements . . . . . 196,157 d Equipment . . . . . . . . . . 290,547 e Other . . . . . . . . . . . . Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, line 10c, column (B)) .

(d) Book value

15,200

141,311 217,171

54,846 73,376 143,422

Schedule D (Form 990) (Rev. 1-2025)

Page 3

Schedule D (Form 990) (Rev. 1-2025)

Part VII

Investments—Other Securities Complete if the organization answered “Yes” on Form 990, Part IV, line 11b. See Form 990, Part X, line 12. (a) Description of security or category (including name of security)

(1) Financial derivatives . . . (2) Closely held equity interests . (3) Other

. .

(b) Book value

. .

(A) INVESTMENTS HELD BY THE DIOCESAN FOUNDATION (B) (C) (D) (E) (F) (G) (H)

Total. (Column (b) must equal Form 990, Part X, line 12, col. (B)) .

Part VIII

2,532,306 END OF YEAR MARKET VALUE

2,532,306

Investments—Program Related Complete if the organization answered “Yes” on Form 990, Part IV, line 11c. See Form 990, Part X, line 13. (a) Description of investment

(b) Book value

(1) (2) (3) (4) (5) (6) (7) (8) (9)

Total. (Column (b) must equal Form 990, Part X, line 13, col. (B)) .

Part IX

Other Assets Complete if the organization answered “Yes” on Form 990, Part IV, line 11d. See Form 990, Part X, line 15. (a) Description

(b) Book value

(1) (2) (3) (4) (5) (6) (7) (8) (9)

Total. (Column (b) must equal Form 990, Part X, line 15, col. (B)) .

Part X

Other Liabilities Complete if the organization answered “Yes” on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1. (1) Federal income taxes (2) PRE-NEED BURIAL ASSISTANCE

(a) Description of liability

(b) Book value

1,100

(3) (4) (5) (6) (7) (8) (9) 1,100 Total. (Column (b) must equal Form 990, Part X, line 25, col. (B)) . . . . . . . . . . . . . . . 2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization’s financial statements that reports the organization’s liability for uncertain tax positions under FASB ASC 740. Check here if the text of the footnote has been provided in Part XIII . ✔ Schedule D (Form 990) (Rev. 1-2025)

Page 4

Schedule D (Form 990) (Rev. 1-2025)

Part XI 1 2 a b c d e 3 4 a b c 5

Total revenue, gains, and other support per audited financial statements . . Amounts included on line 1 but not on Form 990, Part VIII, line 12: Net unrealized gains (losses) on investments . . . . . . . . . 2a Donated services and use of facilities . . . . . . . . . . . 2b Recoveries of prior year grants . . . . . . . . . . . . . . 2c Other (Describe in Part XIII.) . . . . . . . . . . . . . . . 2d Add lines 2a through 2d . . . . . . . . . . . . . . . . . . Subtract line 2e from line 1 . . . . . . . . . . . . . . . . . Amounts included on Form 990, Part VIII, line 12, but not on line 1: Investment expenses not included on Form 990, Part VIII, line 7b . . 4a Other (Describe in Part XIII.) . . . . . . . . . . . . . . . 4b Add lines 4a and 4b . . . . . . . . . . . . . . . . . . . Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.)

Part XII 1 2 a b c d e 3 4 a b c 5

Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered “Yes” on Form 990, Part IV, line 12a. .

23,137,503

2e 3

22,344,628

4c 5

22,344,628

622,101

170,774

. .

792,875

0 0

Reconciliation of Expenses per Audited Financial Statements With Expenses per Return Complete if the organization answered “Yes” on Form 990, Part IV, line 12a.

Total expenses and losses per audited financial statements . . . . . . . Amounts included on line 1 but not on Form 990, Part IX, line 25: Donated services and use of facilities . . . . . . . . . . . 2a Prior year adjustments . . . . . . . . . . . . . . . . 2b Other losses . . . . . . . . . . . . . . . . . . . . 2c Other (Describe in Part XIII.) . . . . . . . . . . . . . . . 2d Add lines 2a through 2d . . . . . . . . . . . . . . . . . . . Subtract line 2e from line 1 . . . . . . . . . . . . . . . . . . Amounts included on Form 990, Part IX, line 25, but not on line 1: Investment expenses not included on Form 990, Part VIII, line 7b . . 4a Other (Describe in Part XIII.) . . . . . . . . . . . . . . . 4b Add lines 4a and 4b . . . . . . . . . . . . . . . . . . . . Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) .

Part XIII

. .

13,994,495

2e 3

170,774 13,823,721

4c 5

0 13,823,721

170,774

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part IV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information. SEE STATEMENT

Schedule D (Form 990) (Rev. 1-2025)

Part XIII

Return Reference - Identifier

Explanation

SCHEDULE D, PART XI, LINE 2(D) - OTHER REVENUES IN AUDITED FINANCIAL STATEMENTS NOT IN FORM 990

FUNDRAISING EXPENSES TOTAL

SCHEDULE D, PART XII, LINE 2(D) - OTHER EXPENSES IN AUDITED FINANCIAL STATEMENTS NOT IN FORM 990

FUNDRAISING EXPENSES TOTAL

(a) Description

(b) Amount 170,774 170,774

(a) Description

(b) Amount 170,774 170,774

Part XIII

Supplemental Information. Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part IV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference - Identifier Explanation SCHEDULE D, PART V, INCOME FROM ENDOWMENTS IS PRIMARILY USED TO SUPPORT PROGRAM ACTIVITIES AND SERVICES. THE LINE 4 - INTENDED USES PERCENTAGE REPORTED FOR PERMANENT ENDOWMENTS INCLUDES AMOUNTS THAT MUST BE OF ENDOWMENT FUNDS MAINTAINED IN PERPETUITY AS WELL AS ACCUMULATED EARNINGS ON SUCH AMOUNTS THAT HAVE NOT YET BEEN APPROPRIATED FOR EXPENDITURE. SCHEDULE D, PART X, CCDOC IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE LINE 2 - FIN 48 (ASC 740) CODE AND IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES. FOOTNOTE ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA PRESCRIBE A MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. ALTHOUGH THESE PRINCIPLES ARE PRIMARILY APPLICABLE TO TAXABLE BUSINESS ENTERPRISES, AN UNCERTAIN TAX POSITION MAY ALSO INCLUDE THE CHARACTERIZATION OF INCOME, SUCH AS A CHARACTERIZATION OF INCOME AS PASSIVE; A DECISION TO EXCLUDE REPORTING TAXABLE INCOME IN A TAX RETURN; OR A DECISION TO CLASSIFY A TRANSACTION, ENTITY, OR OTHER POSITION IN A TAX RETURN AS EXEMPT. THE TAX BENEFIT FROM UNCERTAIN TAX POSITIONS IS RECOGNIZED WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING RESOLUTIONS OF ANY RELATED APPEALS OR LITIGATION PROCESSES, BASED ON THE TECHNICAL MERITS. CCDOC HAD NO UNRECOGNIZED TAX POSITIONS AS OF AND DURING THE YEARS ENDED JUNE 30, 2025 AND 2024. CCDOC DOES NOT EXPECT THAT UNRECOGNIZED TAX BENEFITS WILL MATERIALLY INCREASE WITHIN THE NEXT 12 MONTHS. FISCAL YEAR 2022 AND THEREAFTER ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE TAXING AUTHORITIES. THERE ARE NO INCOME TAX EXAMINATIONS CURRENTLY IN PROCESS. INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS ARE NOT ACCRUED DUE TO THE ABSENCE OF ANY UNRECOGNIZED TAX POSITIONS.

4$)&%6-& ( 'PSN 3FW +BOVBSZ %FQBSUNFOU PG UIF 5SFBTVSZ *OUFSOBM 3FWFOVF 4FSWJDF Name of the organization

Supplemental Information Regarding Fundraising or Gaming Activities Complete if the organization answered “Yes” on Form 990, Part IV, line 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. Attach to Form 990 or Form 990-EZ. Go to www.irs.gov/Form990 for instructions and the latest information.

Open to Public Inspection

Employer identification number

CATHOLIC CHARITIES DIOCESE OF CHARLOTTE

Part I

OMB No. 1545-0047

56-1058954

Fundraising Activities. Complete if the organization answered “Yes” on Form 990, Part IV, line 17. Form 990-EZ filers are not required to complete this part.

Indicate whether the organization raised funds through any of the following activities. Check all that apply. Solicitation of nongovernment grants a Mail solicitations e Solicitation of government grants b f Internet and email solicitations Special fundraising events Phone solicitations c g d In-person solicitations 2a Did the organization have a written or oral agreement with any individual (including officers, directors, trustees, Yes No or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services? b If “Yes,” list the 10 highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is to be compensated at least $5,000 by the organization.

(i) Name and address of individual or entity (fundraiser)

(ii) Activity

(iii) Did fundraiser have custody or control of contributions?

Yes

(iv) Gross receipts from activity

(v) Amount paid to (or retained by) fundraiser listed in col. (i)

(vi) Amount paid to (or retained by) organization

1 2 3 4 5 6 7 8 9 10

Total . . . . . . . . . . . . . . . . . . . . . . . 3 List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 50083H

Schedule G (Form 990) 3FW

Page 2

Schedule G (Form 990) 3FW

Direct Expenses

Revenue

Part II

(a) Event #1

(b) Event #2

PARTNERS IN HOPE

VINEYARD OF HOPE

(event type)

(d) Total events (add col. (a) through col. (c))

1 (total number)

Gross receipts .

340,722

263,604

133,308

737,634

2 3

Less: Contributions . . Gross income (line 1 minus line 2) . . . . . . .

179,449

185,324

83,368

448,141

161,273

78,280

49,940

289,493

Rent/facility costs .

17,223

7,250

565

25,038

Food and beverages .

30,023

33,007

12,342

75,372

Entertainment .

2,200

2,700

3,400

8,300

Other direct expenses

41,841

11,321

8,902

62,064

10 11

Direct expense summary. Add lines 4 through 9 in column (d) Net income summary. Subtract line 10 from line 3, column (d)

. .

170,774 118,719

Cash prizes .

Noncash prizes

Part III Revenue

Fundraising Events. Complete if the organization answered “Yes” on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.

. .

Gaming. Complete if the organization answered “Yes” on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a. (b) Pull tabs/instant bingo/progressive bingo

(a) Bingo

(d) Total gaming (add col. (a) through col. (c))

Gross revenue .

Cash prizes .

Noncash prizes

Rent/facility costs .

Other direct expenses

Volunteer labor .

Direct expense summary. Add lines 2 through 5 in column (d)

Net gaming income summary. Subtract line 7 from line 1, column (d) .

Enter the state(s) in which the organization conducts gaming activities: a Is the organization licensed to conduct gaming activities in each of these states? . b If “No,” explain:

Direct Expenses

Yes No

Yes

10a Were any of the organization’s gaming licenses revoked, suspended, or terminated during the tax year? b If “Yes,” explain:

Yes

Schedule G (Form 990) 3FW

Page 3

Schedule G (Form 990) 3FW

11 12

Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . . . . Is the organization a grantor, beneficiary or trustee of a trust, or a member of a partnership or other entity formed to administer charitable gaming? . . . . . . . . . . . . . . . . . . . . . . 13 Indicate the percentage of gaming activity conducted in: 13a a The organization’s facility . . . . . . . . . . . . . . . . . . . . . . . . . 13b b An outside facility . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Enter the name and address of the person who prepares the organization’s gaming/special events books and records:

Yes

No % %

Name Address 15a

Does the organization have a contract with a third party from whom the organization receives gaming revenue? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b If “Yes,” enter the amount of gaming revenue received by the organization $ and the amount of gaming revenue retained by the third party $ c If “Yes,” enter name and address of the third party:

Yes

Name Address 16

Gaming manager information: Name Gaming manager compensation $ Description of services provided Director/officer

Employee

Independent contractor

17 a

Mandatory distributions: Is the organization required under state law to make charitable distributions from the gaming proceeds to retain the state gaming license? . . . . . . . . . . . . . . . . . . . . . . . . . b Enter the amount of distributions required under state law to be distributed to other exempt organizations or $ spent in the organization’s own exempt activities during the tax year . . . . .

Part IV

Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions.

Schedule G (Form 990) 3FW

General Information on Grants and Assistance

501(C)3

277,000

(d) Amount of cash grant

. .

. . Cat. No. 50055P

. .

(f) Method of valuation (e) Amount of (book, FMV, appraisal, noncash assistance other)

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table . Enter total number of other organizations listed in the line 1 table . . . . . . . . . .

56-1000633

(b) EIN

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

2 3

(12)

(11)

(10)

(9)

(8)

(7)

(6)

(5)

(4)

(3)

(2)

1123 SOUTH CHURCH ST, CHARLOTTE, NC 28203

ROMAN CATHOLIC DIOCESE OF CHARLOTTE

or government

1 (a) Name and address of organization

(1)

Yes

. .

(g) Description of noncash assistance

. .

1 0 Schedule I (Form 990) (Rev. 12-2024)

. .

(SEE STATEMENT)

(h) Purpose of grant or assistance

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered “Yes” on Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.

✔

56-1058954

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . . . . . Describe in Part IV the organization’s procedures for monitoring the use of grant funds in the United States.

Part II

Part I

CATHOLIC CHARITIES DIOCESE OF CHARLOTTE

Name of the organization

Employer identification number

Open to Public Inspection

Complete if the organization answered “Yes” on Form 990, Part IV, line 21 or 22. Attach to Form 990. Go to www.irs.gov/Form990 for instructions and the latest information.

(Rev. December 2024)

Department of the Treasury Internal Revenue Service

OMB No. 1545-0047

Grants and Other Assistance to Organizations, Governments, and Individuals in the United States

SCHEDULE I (Form 990)

(SEE STATEMENT)

Part IV

5,842,577

(d) Amount of noncash assistance

(e) Method of valuation (book, FMV, appraisal, other)

Page 2

FOOD, FURNISHINGS, GOODS

(f) Description of noncash assistance

Schedule I (Form 990) (Rev. 12-2024)

Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.

25,032

1 FINANCIAL, FOOD, IN-KIND DIRECT ASSISTANCE

(b) Number of recipients

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered “Yes” on Form 990, Part IV, line 22. Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance

Part III

Schedule I (Form 990) (Rev. 12-2024)

Part IV

Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.

Return Reference - Identifier Explanation SCHEDULE I, PART I, LINE GRANTS AWARDED BY CATHOLIC CHARITIES DIOCESE OF CHARLOTTE TO OTHER ORGANIZATIONS ARE 2 - PROCEDURES FOR GIVEN WITH THE STIPULATION THAT THE RECIPIENT SUBMIT AN EVALUATION AT THE END OF THE GRANT MONITORING USE OF PERIOD EXPLAINING HOW THE FUNDS WERE USED. THESE EVALUATIONS ARE REVIEWED BY THE GRANT FUNDS PROGRAM DIRECTOR AS A MONITORING TOOL. SCHEDULE I, PART II , ROMAN CATHOLIC DIOCESE OF CHARLOTTE: COLUMN H - PURPOSE OF GRANT OR ASSISTANCE TRANSFER OF ENDOWMENTS RESTRICTED FOR FORWARD IN FAITH, HOPE, AND LOVE CAMPAIGN

SCHEDULE J (Form 990) 3FW +BOVBSZ Department of the Treasury Internal Revenue Service

Compensation Information

OMB No. 1545-0047

For certain Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees Complete if the organization answered “Yes” on Form 990, Part IV, line 23. Attach to Form 990. Go to www.irs.gov/Form990 for instructions and the latest information.

Open to Public Inspection

Employer identification number

Name of the organization

CATHOLIC CHARITIES DIOCESE OF CHARLOTTE

Part I

56-1058954

Questions Regarding Compensation Yes

First-class or charter travel Travel for companions Tax indemnification and gross-up payments Discretionary spending account

Housing allowance or residence for personal use Payments for business use of personal residence Health or social club dues or initiation fees Personal services (such as maid, chauffeur, chef)

b If any of the boxes on line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If “No,” complete Part III to explain . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all directors, trustees, and officers, including the CEO/Executive Director, regarding the items checked on line 1a? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Check the appropriate box(es) if the organization provided any of the following to or for a person listed on Form 990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

Indicate which, if any, of the following the organization used to establish the compensation of the organization’s CEO/Executive Director. Check all that apply. Do not check any boxes for methods used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III. ✔

Compensation committee Independent compensation consultant Form 990 of other organizations 4

Written employment contract Compensation survey or study Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization: 4a 4b 4c

✔ ✔ ✔

5a 5b

✔ ✔

6a 6b

✔ ✔

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed payments not described on lines 5 and 6? If “Yes,” describe in Part III . . . . . . . . . . . . .

✔

Were any amounts reported on Form 990, Part VII, paid or accrued pursuant to a contract that was subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If “Yes,” describe in Part III . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

✔

If “Yes” on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? . . . . . . . . . . . . . . . . . . . . . . . .

a Receive a severance payment or change-of-control payment? . . . . . . . . . . . . . . . b Participate in or receive payment from a supplemental nonqualified retirement plan? . . . . . . . . c Participate in or receive payment from an equity-based compensation arrangement? . . . . . . . . If “Yes” to any of lines 4a–c, list the persons and provide the applicable amounts for each item in Part III.

Only section 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5–9. For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any compensation contingent on the revenues of:

a The organization? . . . . . . . . . b Any related organization? . . . . . . If “Yes” on line 5a or 5b, describe in Part III.

. .

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any compensation contingent on the net earnings of:

a The organization? . . . . . . . . . b Any related organization? . . . . . . If “Yes” on line 6a or 6b, describe in Part III. 7 8

. .

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

. .

Cat. No. 50053T

. .

Schedule J (Form 990) 3FW 202

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

Page 2

(ii) (i) (ii)

(i) (ii) (i)

(ii) (i) (ii)

(i) (ii) (i)

(ii) (i) (ii)

(i) (ii) (i)

(ii) (i) (ii)

(i) (ii) (i)

(i) (ii)

(i) (ii) (i)

1 EXECUTIVE DIRECTOR

GERARD A CARTER

(A) Name and Title

160,080 0

(i) Base compensation

0 0

(ii) Bonus & incentive compensation

(iii) Other reportable compensation

0 0

(B) Breakdown of W-2 and/or 1099-MISC and/or 1099-NEC compensation

2,321 0

16,884 0

(D) Nontaxable benefits

0 0

(F) Compensation in column (B) reported as deferred on prior Form 990

Schedule J (Form 990) 3FW 202

179,285 0

(E) Total of columns (B)(i)–(D)

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the instructions, on row (ii). Do not list any individuals that aren’t listed on Form 990, Part VII. Note: The sum of columns (B)(i)–(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

Part II

Schedule J (Form 990) 3FW 202

Part III

Supplemental Information. Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference - Identifier Explanation SCHEDULE J, PART I, LINE THE EXECUTIVE DIRECTOR HAS A WRITTEN EMPLOYMENT CONTRACT AND COMPENSATION IS COMPARED 3 TO EXECUTIVE DIRECTORS FOR SIMILAR ORGANIZATIONS. COMPENSATION IS SET ON AN ANNUAL BASIS AFTER AN ANNUAL EVALUATION AND IS ADMINISTERED BY HUMAN RESOURCES.

Noncash Contributions

SCHEDULE M (Form 990) Department of the Treasury Internal Revenue Service

OMB No. 1545-0047

Complete if the organizations answered “Yes” on Form 990, Part IV, line 29 or 30. Attach to Form 990. Go to www.irs.gov/Form990 for instructions and the latest information.

Name of the organization

Art—Works of art . . . Art—Historical treasures . Art—Fractional interests . Books and publications . Clothing and household goods . . . . . . .

. . . .

6 7 8 9 10 11

Cars and other vehicles . . . Boats and planes . . . . . Intellectual property . . . . Securities—Publicly traded . . Securities—Closely held stock . Securities—Partnership, LLC, or trust interests . . . . .

12 13

Securities—Miscellaneous Qualified conservation contribution—Historic structures . . . . . . Qualified conservation contribution—Other . .

56-1058954

Types of Property (a) Check if applicable

1 2 3 4 5

Open to Public Inspection

Employer identification number

CATHOLIC CHARITIES DIOCESE OF CHARLOTTE

Part I

2024

(b) Number of contributions or items contributed

(d) Method of determining noncash contribution amounts

142,204 COMPARABLE SALES

✔

15 16 17 18 19 20 21 22 23 24 25 26 27 28 29

Real estate—Residential . . . Real estate—Commercial . . Real estate—Other . . . . . Collectibles . . . . . . . ✔ 339,530 668,875 COMPARABLE SALES Food inventory . . . . . . Drugs and medical supplies . . Taxidermy . . . . . . . Historical artifacts . . . . . Scientific specimens . . . . Archeological artifacts . . . Other ( ) Other ( ) Other ( ) Other ( ) Number of Forms 8283 received by the organization during the tax year for contributions for which the organization completed Form 8283, Part V, Donee Acknowledgement . . . . . 0 29 Yes No 30a During the year, did the organization receive by contribution any property reported on Part I, lines 1 through 28, that it must hold for at least 3 years from the date of the initial contribution, and which isn’t required to be used for exempt purposes for the entire holding period? . . . . . . . . . . . . . . . . . ✔ 30a b If “Yes,” describe the arrangement in Part II. 31 Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 ✔ 32a Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash contributions? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32a ✔ b If “Yes,” describe in Part II. 33 If the organization didn’t report an amount in column (c) for a type of property for which column (a) is checked, describe in Part II. For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 51227J

Schedule M (Form 990) 2024

Part II

Supplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.

Return Reference - Identifier Explanation SCHEDULE M, PART I THE NUMBER OF 668,875 REPORTED ON LINE 19 REPRESENTS THE POUNDS OF FOOD DONATED TO THE ORGANIZATION AT THE ESTIMATED AVERAGE FAIR VALUE OF $1.97 PER POUND OF FOOD. SCHEDULE M, PART I, CCDOC USED THE ROMAN CATHOLIC DIOCESE OF CHARLOTTE, A RELATED ENTITY, TO PROCESS STOCK LINE 32B - THIRD PARTIES CONTRIBUTIONS. CCDOC HAS ENTERED INTO AN AGREEMENT WITH CHARITABLE AUTO RESOURCES, INC. USED TO SOLICIT, (CARS) TO PROCESS VEHICLE DONATIONS ON BEHALF OF CCDOC. PROCESS, OR SELL NONCASH CONTRIBUTIONS

SCHEDULE O (Form 990)

Supplemental Information to Form 990 or 990-EZ OMB No. 1545-0047

(Rev. January 2025)

Complete to provide information for responses to specific questions on Form 990 or 990-EZ or to provide any additional information.

Department of the Treasury Internal Revenue Service

Attach to Form 990 or Form 990-EZ. Go to www.irs.gov/Form990 for instructions and the latest information.

Open to Public Inspection

Name of the organization

Employer identification number

Catholic Charities Diocese of Charlotte

56-1058954

Return Reference - Identifier

Explanation

FORM 990, PART III, LINE 4A-4C - DESCRIPTION OF PROGRAM SERVICES

(EXPENSES $2,488,239 INCLUDING GRANTS OF $760,381)(REVENUE $73,290)

FORM 990, PART VI, LINE 6 CLASSES OF MEMBERS OR STOCKHOLDERS

UNDER THE ORGANIZATION'S BYLAWS, THE MEMBERS OF THE CORPORATION ARE THE BISHOP OF THE ROMAN CATHOLIC DIOCESE OF CHARLOTTE, NORTH CAROLINA AND THE VICAR(S) GENERAL THEN IN OFFICE FOR SAID DIOCESE. THE ORGANIZATION HAS A BOARD OF DIRECTORS THAT OPERATE IN AN ADVISORY CAPACITY, AND THEY MAY RECOMMEND POLICIES AND THE ANNUAL OPERATING BUDGET PROPOSED BY THE EXECUTIVE DIRECTOR FOR APPROVAL BY THE MEMBERS OF THE CORPORATION.

FORM 990, PART VI, LINE 8A DOCUMENTATION OF MEETINGS HELD BY GOVERNING BODY

THE GOVERNING BODY OF CATHOLIC CHARITIES DIOCESE OF CHARLOTTE HAS TWO MEMBERS: BISHOP MICHAEL T. MARTIN (BISHOP OF THE DIOCESE OF CHARLOTTE), AND REVEREND MONSIGNOR PATRICK J. WINSLOW (VICAR GENERAL AND CHANCELLOR OF THE DIOCESE OF CHARLOTTE). THESE MEMBERS MEET ON A REGULAR, BUT INFORMAL BASIS TO DISCUSS THE ACTIVITIES OF THE CORPORATION. ISSUES ARE ADDRESSED BY THE MEMBERS AS NECESSARY AS PART OF THE DAY TO DAY ACTIVITIES OF THE ENTITY.

FORM 990, PART VI, LINE 8B DOCUMENTATION OF MEETINGS HELD BY COMMITTEES OF GOVERNING BODY

AS OF THIS TIME, THERE ARE NO OTHER COMMITTEES THAT ACT ON BEHALF OF THE GOVERNING BODY.

FORM 990, PART VI, LINE 12C CONFLICT OF INTEREST POLICY

THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE POLICY THROUGH AN ANNUAL PROCESS OVERSEEN BY THE DIRECTOR OF HUMAN RESOURCES. THE CONFLICT OF INTEREST POLICY IS AVAILABLE ON THE DIOCESE OF CHARLOTTE WEBSITE, AND THUS, IS WIDELY AVAILABLE TO ALL OFFICERS, BOARD MEMBERS AND DESIGNATED EMPLOYEES. ANY OFFICER, DIRECTOR OR DESIGNATED MEMBER WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST, MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND IS GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS. EACH OFFICER, DIRECTOR AND DESIGNATED EMPLOYEE ANNUALLY SIGNS A STATEMENT WHICH AFFIRMS SUCH PERSON HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, AND HAS AGREED TO COMPLY WITH THE POLICY. ANY INDIVIDUAL WITH A CONFLICT OF INTEREST IS PROHIBITED FROM PARTICIPATING IN DELIBERATIONS AND DECISIONS IN THE TRANSACTION(S) FOR WHICH HE/SHE HAS A CONFLICT.

FORM 990, PART VI, LINE 19 REQUIRED DOCUMENTS AVAILABLE TO THE PUBLIC

ALL APPLICABLE DOCUMENTS ARE MADE AVAILABLE EITHER ON THE ORGANIZATION'S WEBSITE OR UPON REQUEST.

OTHER PROGRAMS: VETERAN'S ASSISTANCE, ELDER MINISTRY, OEO, PREGNANCY SUPPORT AND ADOPTION, SOCIAL CONCERNS ADVOCACY, TEEN PARENTING, TRANSLATION AND INTERPRETATION, AND YOUTH COUNSELING.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) (Rev. 1-2025)

Complete if the organization answered “Yes” on Form 990, Part IV, line 33, 34, 35b, 36, or 37. Attach to Form 990. Go to www.irs.gov/Form990 for instructions and the latest information.

3FW +BOVBSZ

(b) Primary activity

1123 S CHURCH STREET, CHARLOTTE, NC 28203

(5) CATHOLIC DIOCESE OF CHARLOTTE ADVANCEMENT CORP (46-1745522)

1123 S CHURCH STREET, CHARLOTTE, NC 28203

(4) DL CATHOLIC, INC (36-4663787)

1123 S CHURCH STREET, CHARLOTTE, NC 28203

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

(7)

CONDUCTS FUNDRAISING CAMPAIGNS TO SUPPORT OPERATIONS

HOLDS FUNDS ON DEPOSIT AND PROVIDES LOANS TO OTHER DIOCESAN ENTITIES

PRODUCES A PUBLICATION OFFERING A CATHOLIC PERSPECTIVE TO THE NEWS

(3) CATHEDRAL PUBLISHING (56-1742132)

1123 S CHURCH STREET, CHARLOTTE, NC 28203

ADMINISTERS FUNDS THROUGH ENDOWMENTS FOR CHARITABLE PURPOSES

(b) Primary activity

(2) FOUNDATION OF THE ROMAN CATHOLIC DIOCESE OF CHARLOTTE, INC. (56-1848874)

(a) Name, address, and EIN of related organization

PROVIDES ADMINISTRATIVE AND OTHER SERVICES TO PARISHES, SCHOOLS AND AGENCIES

(6)

(d) Total income

(e) End-of-year assets

(f) Direct controlling entity

56-1058954

Employer identification number

Open to Public Inspection

OMB No. 1545-0047

501(C)(3)

(d) Exempt Code section

Cat. No. 50135Y

(f) Direct controlling entity

Yes

✔

(g) Section 512(b)(13) controlled entity?

Schedule R (Form 990) 3FW

(e) Public charity status (if section 501(c)(3))

Identification of Related Tax-Exempt Organizations. Complete if the organization answered “Yes” on Form 990, Part IV, line 34, because it had one or more related tax-exempt organizations during the tax year.

(a) Name, address, and EIN (if applicable) of disregarded entity

Identification of Disregarded Entities. Complete if the organization answered “Yes” on Form 990, Part IV, line 33.

(1) ROMAN CATHOLIC DIOCESE OF CHARLOTTE (56-1000633)

Part II

(6)

(5)

(4)

(3)

(2)

(1)

Part I

CATHOLIC CHARITIES DIOCESE OF CHARLOTTE

Name of the organization

Department of the Treasury Internal Revenue Service

Related Organizations and Unrelated Partnerships

SCHEDULE R (Form 990)

(7)

(6)

(5)

(4)

(3)

(2)

(1)

(d) Direct controlling entity

(e) Predominant income (related, unrelated, excluded from tax under sections 512—514) (f) Share of total income

Yes

(g) (h) (i) Share of end-of- Disproportionate Code V—UBI year assets allocations? amount in box 20 of Schedule K-1 (Form 1065)

Yes

(j) General or managing partner?

(k) Percentage ownership

Page 2

(b) Primary activity

(d) Direct controlling entity

(e) (f) Type of entity Share of total (C corp, S corp, or trust) income

Schedule R (Form 990) 3FW

Yes

(i) (g) (h) Share of Percentage Section 512(b)(13) controlled end-of-year assets ownership entity?

Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered “Yes” on Form 990, Part IV, line 34, because it had one or more related organizations treated as a corporation or trust during the tax year.

(b) Primary activity

(a) Name, address, and EIN of related organization

Part IV

(7)

(6)

(5)

(4)

(3)

(2)

(1)

(a) Name, address, and EIN of related organization

Part III

Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered “Yes” on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.

Schedule R (Form 990) 3FW

(6)

(5)

(4)

(3)

(2)

(1)

r s

. .

. . . . .

. .

. . . . .

. .

. . . . .

. .

. . . . .

. .

. . . . .

. .

. . . . .

. .

. . . . .

. .

. . . . .

. .

. . . . .

. .

. . . . .

. .

. . . . .

. .

. . . . .

. .

. . . . .

. .

. . . . .

. .

. . . . .

. .

. . . . .

. .

. . . . .

. .

. . . . .

. .

. . . . .

. .

. . . . .

1p 1q

1k 1l 1m 1n 1o

1f 1g 1h 1i 1j

1a 1b 1c 1d 1e

✔

✔ ✔ ✔

✔

✔ ✔

Yes

✔

✔ ✔ ✔ ✔ ✔

✔ ✔

✔

Page 3

(a) Name of related organization

(b) Transaction type (a—s)

Schedule R (Form 990) 3FW

(d) Method of determining amount involved

✔ Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1r ✔ Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1s If the answer to any of the above is “Yes,” see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

. .

. . . . .

. .

. . . . .

p Reimbursement paid to related organization(s) for expenses . q Reimbursement paid by related organization(s) for expenses .

. . . . . . . . . .

. . . . .

k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . l Performance of services or membership or fundraising solicitations for related organization(s) . m Performance of services or membership or fundraising solicitations by related organization(s) . n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . .

. . . . .

Dividends from related organization(s) . . . . . . . . . . . Sale of assets to related organization(s) . . . . . . . . . . . Purchase of assets from related organization(s) . . . . . . . . Exchange of assets with related organization(s) . . . . . . . . Lease of facilities, equipment, or other assets to related organization(s)

. . . . .

f g h i j

. . . . .

Transactions With Related Organizations. Complete if the organization answered “Yes” on Form 990, Part IV, line 34, 35b, or 36.

Note: Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule. 1 During the tax year, did the organization engage in any of the following transactions with one or more related organizations listed in Parts II–IV? a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Part V

Schedule R (Form 990) 3FW

Unrelated Organizations Taxable as a Partnership. Complete if the organization answered “Yes” on Form 990, Part IV, line 37.

Page 4

(16)

(15)

(14)

(13)

(12)

(11)

(10)

(9)

(8)

(7)

(6)

(5)

(4)

(3)

(2)

(1)

(a) Name, address, and EIN of entity

(b) Primary activity

Yes

(c) (d) (e) Legal domicile Predominant Are all partners (state or foreign income (related, section country) unrelated, excluded 501(c)(3) from tax under organizations? sections 512—514)

(f) Share of total income

(g) Share of end-of-year assets

Yes

(j) General or managing partner?

(k) Percentage ownership

Schedule R (Form 990) 3FW

(h) (i) Disproportionate Code V—UBI allocations? amount in box 20 of Schedule K-1 (Form 1065)

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

Part VI

Schedule R (Form 990) 3FW