Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 04-01-2018 , and ending 03-31-2019
Name of foundation
THE MARC & MATTYE SILVERMAN FAMILY
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)6707-C FAIRVIEW ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHARLOTTE, NC28210
A Employer identification number

56-1678118
B Telephone number (see instructions)

(704) 362-0400
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$3,215,010J Accounting method:
modified cash
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 58,765
2 Check bullet.............
3 Interest on savings and temporary cash investments 1,700 1,700  
4 Dividends and interest from securities... 60,336 60,336  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 47,293
b Gross sales price for all assets on line 6a 1,297,678
7 Capital gain net income (from Part IV, line 2)... 47,293
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 9,968 -4,805  
12 Total. Add lines 1 through 11........ 178,062 104,524  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 3,850 0   2,850
c Other professional fees (attach schedule).... Click to see attachment 12,295 12,295   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 4,670 152   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 139 0   139
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 20,954 12,447   2,989
25 Contributions, gifts, grants paid....... 152,290 152,290
26 Total expenses and disbursements. Add lines 24 and 25 173,244 12,447   155,279
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 4,818
b Net investment income (if negative, enter -0-) 92,077
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 69,945 69,019 69,019
2 Savings and temporary cash investments.........   472,000 479,596
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 202,093 0 0
b Investments—corporate stock (attach schedule)....... 2,075,924 Click to see attachment2,131,279 2,387,485
c Investments—corporate bonds (attach schedule)....... 314,102 0 0
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 47,502 Click to see attachment42,086 278,910
14 Land, buildings, and equipment: basis bullet1,851
Less: accumulated depreciation (attach schedule) bullet1,851      
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,709,566 2,714,384 3,215,010
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 2,709,566 2,714,384
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 0 0
30 Total net assets or fund balances (see instructions)..... 2,709,566 2,714,384
31 Total liabilities and net assets/fund balances (see instructions). 2,709,566 2,714,384
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,709,566
2
Enter amount from Part I, line 27a .....................
2
4,818
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,714,384
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
2,714,384
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PSHIP DISTRIBUTIONS EXCEEDING BASIS P    
b PUBLICLY-TRADED SECURITIES P    
c CAPITAL GAIN FROM PARTNERSHIP K-1 P    
d CAPITAL GAINS DIVIDENDS P    
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 4,202     4,202
b 1,237,141   1,245,066 -7,925
c     5,319 -5,319
d 56,335     56,335
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       4,202
b       -7,925
c       -5,319
d       56,335
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 47,293
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 192,266 3,043,113 0.063181
2016 215,487 2,678,876 0.080439
2015 151,468 2,621,711 0.057774
2014 189,693 2,846,205 0.066648
2013 185,491 2,650,767 0.069976
2
Total of line 1, column (d) .....................
2
0.338018
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.067604
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
3,168,090
5
Multiply line 4 by line 3......................
5
214,176
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
921
7
Add lines 5 and 6........................
7
215,097
8
Enter qualifying distributions from Part XII, line 4,.............
8
155,279
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 1,842
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,842
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,842
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 3,600
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,600
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,758
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet1,758 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNC
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletMATTYE SILVERMAN Telephone no.bullet (704) 362-0400

    Located atbullet6707-C FAIRVIEW RDCHARLOTTENC ZIP+4bullet28210
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    MATTYE B SILVERMAN PRESIDENT
    15.00     		0 0 0
    6707-C FAIRVIEW ROAD
    CHARLOTTE,NC28210
    DEBRA L FOSTER VICE PRESIDENT
    1.00     		0 0 0
    6707-C FAIRVIEW ROAD
    CHARLOTTE,NC28210
    SHARA K SILVERMAN VICE PRESIDENT
    1.00     		0 0 0
    6707-C FAIRVIEW ROAD
    CHARLOTTE,NC28210
    LORIN L STIEFEL SECRETARY
    1.00     		0 0 0
    6707-C FAIRVIEW ROAD
    CHARLOTTE,NC28210
    MARC H SILVERMAN TREASURER
    1.00     		0 0 0
    6707-C FAIRVIEW ROAD
    CHARLOTTE,NC28210
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    3,156,134
    b
    Average of monthly cash balances.......................
    1b
    60,201
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,216,335
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    3,216,335
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    48,245
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,168,090
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    158,405
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    158,405
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    1,842
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
    1,365
    c
    Add lines 2a and 2b............................
    2c
    3,207
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    155,198
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    155,198
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    155,198
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    155,279
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    155,279
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    155,279
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 155,198
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 58,640
    b From 2014...... 50,669
    c From 2015...... 26,455
    d From 2016...... 83,029
    e From 2017...... 43,702
    fTotal of lines 3a through e........ 262,495
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 155,279
    a Applied to 2017, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 155,198
    e Remaining amount distributed out of corpus 81
    5 Excess distributions carryover applied to 2018. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 262,576
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		58,640
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		203,936
    10 Analysis of line 9:
    a Excess from 2014.... 50,669
    b Excess from 2015.... 26,455
    c Excess from 2016.... 83,029
    d Excess from 2017.... 43,702
    e Excess from 2018.... 81
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    MATTYE B SILVERMAN
    MARC H SILVERMAN
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    MATTYE SILVERMAN
    6707-C FAIRVIEW ROAD
    CHARLOTTE,NC28210
    (704) 362-0400
    bThe form in which applications should be submitted and information and materials they should include:
    THERE IS NO FORMAL APPLICATION PROCESS. WRITTEN REQUESTS ARE ACCEPTED. MOST DISCRETIONARY DONATIONS ARE GIVEN PRIMARILY IN MECKLENBURG COUNTY IN CHARLOTTE, NORTH CAROLINA WITH AN EMPHASIS ON JEWISH, MEDICAL AND COMMUNITY HUMAN SERVICE AND ARTISTIC NEEDS.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    A CHILD'S PLACE
    601 E 5TH ST 130
    CHARLOTTE,NC28202     		N/A PC HOMELESS CHILDREN 100
    AMERICAN FRIENDS OF MAGEN DAVID ADOM
    3300 PGA BLVD STE 970
    PALM BEACH GARDENS,FL33410     		N/A PC GENERAL SUPPORT 250
    AMERICAN HEART ASSOCIATION
    174 E BAY STREET 300
    CHARLESTON,SC29401     		N/A PC GENERAL SUPPORT 25
    AMERICAN SOCIETY FOR YAD VASHEM
    500 5TH AVE 42
    NEW YORK,NY10110     		N/A PC GENERAL SUPPORT 100
    ANTI-DEFAMATION LEAGUE
    605 THIRD AVENUE
    NEW YORK,NY101583650     		N/A PC GENERAL SUPPORT 100
    ARTS & SCIENCE COUNCIL
    227 W TRADE STREET
    CHARLOTTE,NC28202     		N/A PC PUBLIC ART SUPPORT 3,000
    ATRIUM HEALTH FOUNDATION
    PO BOX 32861
    CHARLOTTE,NC282322861     		N/A PC LEVINE CHILDREN'S HOSPITAL 2,250
    BECHTLER MUSEUM OF MODERN ART
    420 SOUTH TRYON STREEN
    CHARLOTTE,NC28202     		N/A PC PUBLIC ART SUPPORT 1,400
    BIRTHRIGHT ISRAEL FOUNDATION
    4610 BELLAIRE BOULEVARD
    BELLAIRE,TX77401     		N/A PC SUPPORT OF THE JEWISH RELIGION 180
    BLUMENTHAL PERFORMING ARTS CENTER
    130 N TRYON ST
    CHARLOTTE,NC28202     		N/A PC PUBLIC ART SUPPORT 2,500
    BRUCE IRONS CAMP FUND
    601 E FIFTH STREET
    CHARLOTTE,NC28202     		N/A PC SUMMER CAMPS FOR CHILDREN WITH LIMITED RESOURCES 100
    CARING BRIDGE
    1715 YANKEE DOODLE ROAD SUITE 301
    EAGAN,MN55121     		N/A PC TO SUPPORT THE WEBSITE GROWTH 100
    CHABAD OF CHARLESTON
    734 YORK ST
    MT PLEASANT,SC29464     		N/A PC SUPPORT OF THE JEWISH RELIGION 5,000
    CHARLESTON JEWISH FEDERATION
    176 CROGHAN SPUR STE 100
    CHARLESTON,SC294077561     		N/A PC GENERAL SUPPORT 1,800
    CHARLOTTE 49ERS WOMEN'S ATHLETICS
    9201 UNIVERSITY CITY BLVD
    CHARLOTTE,NC28223     		N/A PC GENERAL SUPPORT 100
    CHARLOTTE BILINGUAL PRESCHOOL
    6300 HIGHLAND AVE
    CHARLOTTE,NC28215     		N/A PC GENERAL SUPPORT 250
    CHARLOTTE COUNTRY DAY SCHOOL
    1440 CARMEL ROAD
    CHARLOTTE,NC28226     		N/A PC SCHOLARSHIP FUND 2,600
    CHARLOTTE FAMILY HOUSING
    300 HAWTHORNE LANE
    CHARLOTTE,NC28204     		N/A PC HOUSING FOR THE NEEDY 500
    CHARLOTTE JEWISH DAY SCHOOL
    PO BOX 79180
    CHARLOTTE,NC28271     		N/A PC GENERAL SUPPORT 36
    CHARLOTTE JEWISH FILM FESTIVAL
    5007 PROVIDENCE ROAD
    CHARLOTTE,NC28226     		N/A PC GENERAL SUPPORT 125
    CHARLOTTE MECKLENBURG LIBRARY FOUNDATION
    310 N TRYON STREET
    CHARLOTTE,NC28202     		N/A PC GENERAL SUPPORT 100
    CHARLOTTE MECKLENBURG DREAM CENTER
    PO BOX 30877
    CHARLOTTE,NC28230     		N/A PC GENERAL SUPPORT 100
    CHILD CARE RESOURCES
    4601 PARK ROAD SUITE 500
    CHARLOTTE,NC28209     		N/A PC PROVIDE CHILD CARE FOR UNDERPRIVILEGED FAMILIES 1,000
    CHILDRENS THEATER
    300 E 7TH STREET
    CHARLOTTE,NC28202     		N/A PC SUPPORT FOR THE ARTS 250
    CHRIST EPISCOPAL CHURCH
    1412 PROVIDENCE RD
    CHARLOTTE,NC28207     		N/A PC CHRIST EPISCOPAL CHURCH FOOD PANTRY 50
    COMMON CAUSE
    907 GLENWOOD AVENUE
    RALEIGH,NC27605     		N/A PC GENERAL SUPPORT 250
    COMMUNITY BUILDING INSTITUTE
    127 S HIGHLAND ST
    ARLINGTON,VA22204     		N/A PC HELPING COMMUNITIES SOLVE PROBLEMS 180
    CPCC SCHOLARSHIP FOUNDATION
    PO BOX 35009
    CHARLOTTE,NC28235     		N/A PC FINANCIAL EDUCATION ASSISTANCE 100
    CRANIOFACIAL CHILDREN FOUNDATION
    1719 SOUTH BLVD STE B
    CHARLOTTE,NC28203     		N/A PC GENERAL SUPPORT 250
    CRISIS ASSISTANCE MINISTRY
    500-A SPRATT STREET
    CHARLOTTE,NC28206     		N/A PC FINANCIAL ASSISTANCE TO THOSE IN NEED 360
    DISCOVERY PLACE&THE NATURE MUSEUM
    301 N TRYON ST
    CHARLOTTE,NC28202     		N/A PC SCIENCE RESEARCH 1,500
    DOCTORS WITHOUT BORDERS
    40 RECTOR STREET 16TH FLOOR
    NEW YORK,NY10006     		N/A PC GENERAL SUPPORT 254
    DRESS FOR SUCCESS
    32 EAST 31ST STREET 7TH FLOOR
    NEW YORK,NY10016     		N/A PC PROMOTE ECONOMIC INDEPENDENCE FOR WOMEN 100
    DUKE BRAIN TUMOR CENTER
    DUMC 3828
    DURHAM,NC27710     		N/A PC DAVID SILVERMAN RESEARCH ENDOWMENT 10,250
    FOUNDATION FOR THE CAROLINAS
    217 S TRYON STREET
    CHARLOTTE,NC28202     		N/A PC BUILDING PLEDGE 29,904
    FOUNDATION OF SHALOM PARK
    5007 PROVIDENCE ROAD
    CHARLOTTE,NC28226     		N/A PC FACILITIES MANAGEMENT 180
    FREEDOM SCHOOL PARTNERS
    PO BOX 37363
    CHARLOTTE,NC28237     		N/A PC GENERAL SUPPORT 360
    FRIENDS OF THE ISRAELI DEFENSE FORCES
    60 EAST 42ND STREET
    NEW YORK,NY10165     		N/A PC GENERAL SUPPORT 250
    FRIENDSHIP TRAYS
    2401 DISTRIBUTION STREET
    CHARLOTTE,NC28203     		N/A PC FEED THE HUNGRY 180
    GOOD FRIENDS
    4600 PARK ROAD SUITE 300
    CHARLOTTE,NC28209     		N/A PC PROVIDE FINANCIAL ASSISTANCE TO DISADVANTAGED IN MECKLENBURG COUNTY 500
    HABITAT FOR HUMANITY
    3815 LATROBE DRIVE
    CHARLOTTE,NC28211     		N/A PC GENERAL SUPPORT 100
    HADASSAH
    4100 ROTUNDA ROAD
    CHARLOTTE,NC28226     		N/A PC PROMOTE THE UNITY OF JEWISH PEOPLE 610
    HEBREW CEMETERY ASSOCIATION OF CHARLOTTE INC
    PO BOX 35129
    CHARLOTTE,NC28235     		N/A PC MAINTENANCE OF DIGNIFIED AND SANCTIFIED RESTING PLACE 72
    HIAS
    1300 SPRING ST STE 500
    SILVER SPRING,MD20910     		N/A PC GENERAL SUPPORT 108
    HOSPICE & PALLIATIVE CARE CHARLOTTE REGION
    7845 LITTLE AVENUE
    CHARLOTTE,NC28226     		N/A PC GENERAL SUPPORT 100
    HUMANE SOCIETY OF CHARLOTTE
    2700 TOOMEY AVE
    CHARLOTTE,NC28203     		N/A PC PROVIDE A HOME TO HOMELESS ANIMALS 100
    INTERNATIONAL HOUSE
    1817 CENTRAL AVENUE
    CHARLOTTE,NC28205     		N/A PC GENERAL SUPPORT 360
    INTERNATIONAL RESCUE COMMITTEE
    122 EAST 42ND STREET
    NEW YORK,NY10168     		N/A PC HUMANITARIANISM 500
    ISRAEL GUIDE DOG CENTER FOR THE BLIND
    968 EASTON RD STE H
    WARRINGTON,PA18976     		N/A PC GENERAL SUPPORT 108
    ISRAEL SPORT CENTER FOR THE DISABLED
    ONE NORTHFIELD PLAZA STE 300
    NORTHFIELD,IL60093     		N/A PC GENERAL SUPPORT 252
    JEWISH FAMILY SERVICES
    5007 PROVIDENCE ROAD
    CHARLOTTE,NC28226     		N/A PC FAMILY PROFESSIONAL COUNSELING 500
    JEWISH FEDERATION OF GREATER CHARLOTTE
    5007 PROVIDENCE ROAD
    CHARLOTTE,NC28226     		N/A PC HURRICAN FLORENCE RELIEF, GENERAL SUPPORT 39,631
    JEWISH HISTORICAL SOCIETY OF SC
    96 WENTWORTH STREET
    CHARLESTON,SC29424     		N/A PC JEWISH EDUCATION 72
    KINDER-MOURN INC
    1320 HARDING PL
    CHARLOTTE,NC28204     		N/A PC SERVES THE NEEDS OF GRIEVING PARENTS AND BEREAVED CHILDREN 100
    LEARNING SOCIETY OF QUEENS COLLEGE
    1900 SELWYN AVENUE
    CHARLOTTE,NC28207     		N/A PC NATIONAL SPEAKER FUND 1,125
    LEVINE JEWISH COMMUNITY CENTER
    5007 PROVIDENCE ROAD
    CHARLOTTE,NC28226     		N/A PC BUTTERFLY PROJECT FOR MEMORIAL TO CHILDREN THAT DIED DURING THE HOLOCAUST 2,700
    LEVINE MUSEUM OF THE NEW SOUTH
    200 E SEVENTH STREET
    CHARLOTTE,NC28202     		N/A PC HISTORY MUSEUM 250
    LOAVES AND FISHES
    648 GRIFFITH RD STE B
    CHARLOTTE,NC28217     		N/A PC GENERAL SUPPORT 250
    MACULAR DEGENERATION RESEARCH
    22512 GATEWAY CENTER DRIVE
    CLARKSBURG,MD20871     		N/A PC GENERAL SUPPORT 100
    MARCH OF DIMES
    7506 E INDEPENDENCE BLVD 114
    CHARLOTTE,NC28227     		N/A PC GENERAL SUPPORT 50
    MCCOLL CENTER
    721 N TRYON STREET
    CHARLOTTE,NC28202     		N/A PC SUPPORT FOR THE ARTS 500
    MECKLENBURG MINISTRIES
    3900-A PARK ROAD
    CHARLOTTE,NC28209     		N/A PC GENERAL SUPPORT 108
    MINT MUSEUM
    2730 RANDOLPH ROAD
    CHARLOTTE,NC28207     		N/A PC 2018 CROWN SOCIETY 2,400
    MINT MUSEUM - FOUNDERS CIRCLE LTD
    500 SOUTH TRYON STREET
    CHARLOTTE,NC28202     		N/A PC PROMOTE APPRECIATION OF CONTEMPORARY CRAFT AND DESIGN 200
    MISTY MEADOWS MITEY RIDERS INC
    455 PROVIDENCE ROAD SOUTH
    WEDDINGTON,NC28173     		N/A PC THERAPEUTIC RIDING PROGRAM 252
    NC MEDASSIST
    601 E 5TH ST SUITE 350
    CHARLOTTE,NC28202     		N/A PC DISPENSING HOPE FOR THE UNINSURED 250
    NOROOZ CHARITY FOUNDATION
    PO BOX 471481
    CHARLOTTE,NC28247     		N/A PC GENERAL SUPPORT 154
    NORTH CAROLINA THERAPEUTIC RIDING CENTER
    4705 NICKS RD
    MEBANE,NC27302     		N/A PC GENERAL SUPPORT 300
    NOVANT HEALTH UVA HEALTH SYSTEM
    501 SUNSET LN
    CULPEPER,VA22701     		N/A PC NOVANT HEALTH HOSPICE & PALLIATIVE CARE 54
    OHIO WESLEYAN UNIVERSITY
    61 S SANDUSKY ST
    DELAWARE,OH43015     		N/A PC SUPPORT OF EDUCATIONAL SERVICES 100
    PARKINSON ASSOCIATION OF THE CAROLINAS
    1515 MOCKINGBIRD LANE 1055
    CHARLOTTE,NC28209     		N/A PC PARKINSONS SUPPORT 100
    PAT'S PLACE CHILD ADVOCACY CENTER
    901 EAST BLVD
    CHARLOTTE,NC28203     		N/A PC GENERAL SUPPORT 100
    PHI BETA KAPPA
    1606 NEW HAMPSHIRE AVE NW
    WASHINGTON,DC200092512     		N/A PC GENERAL SUPPORT 36
    PLANNED PARENTHOOD
    4822 ALBEMARLE ROAD
    CHARLOTTE,NC28205     		N/A PC GENERAL SUPPORT 250
    READING PARTNERS OF SC
    180 GRAND AVE
    OAKLAND,CA94612     		N/A PC GENERAL SUPPORT 180
    REFUGEE SUPPORT SERVICES OF THE CAROLINAS
    3601 CENTRAL AVE
    CHARLOTTE,NC282055637     		N/A PC GENERAL SUPPORT 50
    SECOND HARVEST FOOD BANK OF METROLINA INC
    500 SPRATT ST STE B
    CHARLOTTE,NC28206     		N/A PC FEED THE HUNGRY 250
    SOUTHERN POVERTY LAW CENTER
    400 WASHINGTON AVE
    MONTGOMERY,AL36104     		N/A PC FIGHTING HATE AND BIGOTRY, AND TO SEEKING JUSTICE FOR THE MOST VULNERABLE MEMBERS OF OUR SOCIETY 360
    SPECIAL OLYMPICS NORTH CAROLINA
    2200 GATEWAY CENTRE BLVD STE 201
    MORRISVILLE,NC275609122     		N/A PC CAMP SOAR 250
    ST JUDE CHILDREN'S RESEARCH HOSPITAL
    262 DANNY THOMAS PL
    MEMPHIS,TN381053678     		N/A PC GENERAL SUPPORT 50
    ST PETER'S EPISCOPAL CHURCH
    115 W 7TH ST
    CHARLOTTE,NC28202     		N/A PC AUGUSTINE SOCIETY, AUGUSTINE LITERACY PROJECT 1,500
    TEEN HEALTH CONNECTION
    3541 RANDOLPH RD 206
    CHARLOTTE,NC28211     		N/A PC MEDICAL AND MENTAL HEALTH SUPPORT 250
    TEMPLE BETH EL
    5101 PROVIDENCE ROAD
    CHARLOTTE,NC28226     		N/A PC SUPPORT OF TEMPLE'S MISSION 4,550
    TEMPLE EMANUEL
    320 S SOUTH ST
    GASTONIA,NC28052     		N/A PC GENERAL SUPPORT 36
    TEMPLE ISRAEL
    4901 PROVIDENCE ROAD
    CHARLOTTE,NC28226     		N/A PC SUPPORT OF TEMPLE'S MISSION 17,846
    THE FOUNDATION AT UNC-CHARLOTTE
    9201 UNIVERSITY CITY BLVD
    CHARLOTTE,NC282230001     		N/A PC SUPPORT OF EDUCATIONAL SERVICES 2,000
    THE JOE MARTIN ALS FOUNDATION
    100 N TRYON STREET
    CHARLOTTE,NC28202     		N/A PC GENERAL SUPPORT 180
    TREES CHARLOTTE FOUNDATION
    701 TUCKASEEGEE ROAD
    CHARLOTTE,NC28208     		N/A PC GENERAL SUPPORT 1,000
    TWISTED PINK
    8307 CHESHIRE WAY
    LOUISVILLE,KY402225552     		N/A PC GENERAL SUPPORT 100
    UNC CENTER FOR PUBLIC TELEVISION
    PO BOX 14900
    RESEARCH TRIANGLE PARK,NC27709     		N/A PC PUBLIC TELEVISION 100
    UNITED JEWISH CHARITIES OF GREATER CHARLOTTE
    5007 PROVIDENCE ROAD
    CHARLOTTE,NC28226     		N/A PC LEVINE SKLUT JUDAIC LIBRARY 100
    UNITED STATES HOLOCAUST MEMORIAL MUSEUM
    100 RAOUL WALLENBERG PL SW
    WASHINGTON,DC20024     		N/A PC SUPPORT OF MUSEUM ACTIVITIES 54
    VETERANS BRIDGE HOME
    2200 E 7TH ST
    CHARLOTTE,NC28204     		N/A PC GENERAL SUPPORT 250
    WFAE
    8801 JM KEYNES DR SUITE 91
    CHARLOTTE,NC28262     		N/A PC PUBLIC RADIO 2,000
    WOMEN'S IMPACT FUND
    217 S TRYON ST
    CHARLOTTE,NC28202     		N/A PC FEMALE PHILANTHROPY 1,800
    WORLD JEWISH CONGRESS
    PO BOX 90400
    WASHINGTON,DC20090     		N/A PC SUPPORT THE NEEDS AND INTEREST OF JEWS ACROSS THE WORLD 108
    ZERO THE END OF PROSTATE CANCER
    515 KING ST STE 420
    ALEXANDRIA,VA223143137     		N/A PC GENERAL SUPPORT 750
    Total .................................bullet 3a 152,290
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 1,700  
    4 Dividends and interest from securities....     14 60,336  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income..... 525990 9,459 14 509  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 47,293  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 9,459 109,838 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    119,297
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    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 taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    THE MARC & MATTYE SILVERMAN FAMILY
    FOUNDATION
    Employer identification number

    56-1678118
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    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
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), 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 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    THE MARC & MATTYE SILVERMAN FAMILY
    FOUNDATION         		Employer identification number
    56-1678118
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    MARC MATTYE SILVERMAN  
    6707-C FAIRVIEW RD
     
    CHARLOTTE, NC28210

    		$ 58,765


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    THE MARC & MATTYE SILVERMAN FAMILY
    FOUNDATION         		Employer identification number

    56-1678118
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 STOCK - SOUTH STATE CORP $ 32,675 2018-12-12
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 STOCK - SUNTRUST BANKS INC. $ 26,090 2018-12-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    THE MARC & MATTYE SILVERMAN FAMILY
    FOUNDATION         		Employer identification number

    56-1678118
    Part III
    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 $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (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, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    THE MARC & MATTYE SILVERMAN FAMILY
     
    FOUNDATION
    EIN:
    56-1678118
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    RETURN PREP/TAX COMPLIANCE 3,850 0   2,850

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    THE MARC & MATTYE SILVERMAN FAMILY
     
    FOUNDATION
    EIN:
    56-1678118
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBVIE INC 3,143 4,352
    AFLAC INC 3,377 5,700
    AIR PRODUCTS & CHEMICALS INC 5,211 6,111
    ALIBABA GRP HOLDING ADR 16,026 31,929
    ALPHABET INC 23,741 35,307
    ALTRIA GROUP INC 4,528 4,422
    AMAZON COM INC 23,834 55,203
    AMERICAN ELECTRIC POWER 3,377 4,858
    AMERIPRISE FINANCIAL 4,591 5,765
    AMGEN INC 3,765 4,180
    APPLE INC 24,059 41,219
    ARTHUR J GALLAGHER & CO 2,624 5,233
    AT&T INC 7,030 6,272
    BANK OF AMERICA 6.2% PFD NON CUM SER CC PERP MTY 74,850 77,640
    BB&T CORP 5,129 4,374
    BLACKROCK INC 4,200 5,556
    BRISTOL MYERS SQUIBB CO 3,767 3,149
    CHEVRON CORPORATION 7,415 9,362
    CISCO SYSTEMS INC 5,898 11,446
    CMS ENERGY CORP 5,130 6,165
    COCA-COLA COMPANY 4,854 5,342
    CROWN CASTLE INTERNATIONAL CORP 5,264 7,680
    EMERSON ELECTRIC CO 1,792 2,670
    EXXON MOBIL CORP 9,221 9,373
    FACEBOOK INC 12,026 17,002
    FORD MOTOR COMPANY 4,951 3,573
    GILEAD SCIENCES INC 4,695 4,421
    HOME DEPOT INC 6,688 9,978
    HP INC 2,966 5,615
    HUNTINGTON BANCSHRES INC. 3,438 2,802
    INTEL CORP 4,736 7,787
    INTERNATIONAL BUSINESS MACHINE CORP 24,012 20,601
    INTERNATIONAL BUSINESS MACHINE CORP 2,323 2,258
    INTERNATIONAL PAPER CO 1,964 2,406
    INTERNATIONAL PAPER CO 26,145 23,135
    IVA WORLDWIDE FUND CLASS I 76,733 85,522
    JOHNSON & JOHNSON 7,088 9,646
    JP MORGAN 100% TREASURY SECURITIES MONEY MARKET FUND 181,892 181,892
    JP MORGAN CHASE & CO 5,622 9,313
    KAR AUCTION SERVICES INC 2,228 3,233
    KEYCORP NEW 4,636 4,316
    KINDER MORGAN INC 5,379 6,023
    LIBERTY PROPERTY TRUST 2,570 4,067
    LOCKHEED MARTIN CORP 2,310 3,302
    LYONDELLBASELL INDUSTRIES 3,383 3,615
    MACY'S INC 2,591 2,115
    MAXAR TECHNOLOGIES INC. 67,032 7,879
    MEDTRONIC PLC 5,389 5,738
    MERCK & CO INC NEW 4,440 7,153
    METLIFE INC 6,217 5,562
    MICROSOFT CORP 4,203 9,317
    MICROSOFT CORP 23,962 46,232
    MONDELEZ INTL INC 4,358 5,042
    OAKMARK FUNDS ADVISOR CLASS 307,177 379,146
    OAKMARK INTERNATIONAL FUND ADVISOR CLASS 224,220 198,726
    OCCIDENTAL PETE CORP 2,878 2,847
    OPPENHEIMER DEV MKTS 101,757 133,594
    PEPSICO INCORPORATED 6,789 7,353
    PFIZER INCORPORATED 7,306 9,726
    PHILIP MORRIS INTERNATIONAL INC 7,372 7,336
    PHILLIPS 66 5,497 5,996
    PNC FINANCIAL SERVICES GROUP 2,757 3,680
    PROCTER & GAMBLE CO 6,801 8,844
    PROLOGIS INC 2,627 4,677
    PRUDENTIAL FINANCIAL INC 7,381 8,269
    SCHLUMBERGER LTS 3,883 2,309
    SOUTH ST CORP 175,530 146,384
    SOUTHERN COMPANY 4,877 5,685
    SUNTRUST BANKS INC 160,315 177,750
    THOMSON REUTERS CORP 3,327 4,736
    US BANCORP NEW 7,579 7,566
    VANGUARD FUNDS DIVIDEND GROWTH FUND 284,480 362,006
    VENTAS INC 4,947 5,296
    VERIZON COMMUNICATIONS 8,771 10,052
    WAL-MART INC 6,052 9,265
    WELLS FARGO COMPANY 22,273 24,160
    WELLS FARGO COMPANY 9,880 9,229

    TY 2018 InvestmentsOtherSchedule2
    Name:
    THE MARC & MATTYE SILVERMAN FAMILY
     
    FOUNDATION
    EIN:
    56-1678118
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    INVESCO DB COMMODITY ETF INDEX TRACKING FD AT COST 42,086 46,110
    ENTERPRISE PRODUCTS PARTNERS AT COST 0 232,800

    TY 2018 OtherIncomeSchedule2
    Name:
    THE MARC & MATTYE SILVERMAN FAMILY
     
    FOUNDATION
    EIN:
    56-1678118
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    K-1 INCOME 9,968 -4,805 9,968


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    THE MARC & MATTYE SILVERMAN FAMILY
     
    FOUNDATION
    EIN:
    56-1678118
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 12,295 12,295   0


    TY 2018 TaxesSchedule
    Name:
    THE MARC & MATTYE SILVERMAN FAMILY
     
    FOUNDATION
    EIN:
    56-1678118
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 4,518 0   0
    FOREIGN TAXES PAID 152 152   0