RICHMOND COMMUNITY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- RICHMOND COMMUNITY FOUNDATION INC (EIN 56-2168849)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202413199349105186
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T15:58:20-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 882730877 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 METROPOLITAN AVE STE 900 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 562168849 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHMOND COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RICH | BusinessNameControlTxt |
| Phone | 7049734500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 NORTH TRYON STREET | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALYSSA FEDERICO | PersonNm |
| Person Title | CFO OF FFTC | PersonTitleTxt |
| Phone | 7049734500 | PhoneNum |
| Signature | 2024-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MELANIE MCPEAK | PreparerPersonNm |
| PTIN | P01346034 | PTIN |
| Phone | 7043771678 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $34,189,042 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $4,790 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,790 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $356,132 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $356,132 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $314,854 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $924,958 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $314,854 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $292,467 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $315,984 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $968,243 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $991,760 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,395 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,395 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $288,612 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $123,788 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $164,217 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,664 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,664 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $132,277 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $107,682 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $24,595 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $429,948 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $236,134 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $193,207 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $741,560 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,441,560 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,171,508 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $236,134 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,634,767 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$203,265 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $755,626 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,029,687 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,327,171 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,327,171 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $51 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $5,000 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $5,000 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $13,543,216 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,860,020 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,860,020 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $15,941,201 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $15,996,851 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $15,996,851 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $31,514,155 | TotalAssetsBOYAmt |
| Total Assets EOY | $34,189,042 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $34,189,042 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $13,179 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $13,786 | AccountsPayableEOYAmt |
| Grants Payable BOY | $900,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $200,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $913,179 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $213,786 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $30,600,976 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $33,975,256 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $30,600,976 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $33,975,256 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $31,514,155 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $34,189,042 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $30,600,976 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$203,265 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,582,361 | OtherIncreasesAmt |
| Subtotal | $33,980,072 | SubtotalAmt |
| Other Decreases | $4,816 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $33,975,256 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| PASSTHROUGH K-1 CAPITAL GAIN/LOSS | P | $104,628 | $104,628 | $104,628 | |
| PUBLICLY-TRADED SECURITIES | $500,874 | -$109,230 | -$109,230 | $610,104 | |
| CAPITAL GAINS DIVIDENDS | P | $319,456 | $319,456 | $319,456 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $314,854 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,503 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,503 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,503 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $603 | EsPenaltyAmt |
| Tax Due | $11,106 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
| Individual With Books | ALYSSA FEDERICO | IndividualWithBooksNm |
| Phone | 7049734500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 NORTH TRYON STREET | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BRUCE STANBACK | ||||||||
| 220 N TRYON STREET | CHARLOTTE | NC | 28202 | MEMBER | 1.00 | $0 | $0 | $0 |
| DAVID WOOD | ||||||||
| 220 N TRYON STREET | CHARLOTTE | NC | 28202 | MEMBER | 1.00 | $0 | $0 | $0 |
| FRANK JENKINS | ||||||||
| 220 N TRYON STREET | CHARLOTTE | NC | 28202 | CHAIR | 1.00 | $0 | $0 | $0 |
| JAN STIVERS | ||||||||
| 220 N TRYON STREET | CHARLOTTE | NC | 28202 | MEMBER | 1.00 | $0 | $0 | $0 |
| JOHN JACKSON | ||||||||
| 220 N TRYON STREET | CHARLOTTE | NC | 28202 | MEMBER | 1.00 | $0 | $0 | $0 |
| PAUL SMART | ||||||||
| 220 N TRYON STREET | CHARLOTTE | NC | 28202 | MEMBER | 1.00 | $0 | $0 | $0 |
| SYLVIA BALLARD | ||||||||
| 220 N TRYON STREET | CHARLOTTE | NC | 28202 | MEMBER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION FOR THE CAROLINAS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 N TRYON STREET | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | MANAGEMENT FEES | ServiceTypeTxt |
| Compensation | $164,824 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $33,233,571 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $41,381 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $33,274,952 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $33,274,952 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $499,124 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $32,775,828 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,638,791 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,638,791 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,503 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,503 | TotalTaxAmt |
| Distributable Before Adj | $1,628,288 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,628,288 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,628,288 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,634,767 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,634,767 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,628,288 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,621,797 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,634,767 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,621,797 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,970 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,615,318 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RICHMOND COMMUNITY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 N TRYON STREET | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7049734500 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATION FORM, BUDGET, IRS EXEMPT LETTER, AUDITED FINANCIAL STATEMENTS AND DESCRIPTION OF PROGRAM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | VARIES | SubmissionDeadlinesTxt |
| Restrictions On Awards | 80% OF BENEFICIARIES MUST BE IN RICHMOND COUNTY OR IN CLOSE PROXIMITY TO RICHMOND COUNTY | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AUTISM SOCIETY OF NORTH CAROLINA INC | |||||||
| 5121 KINGDOM WAY 100 | RALEIGH | NC | 27607 | N/A | PC | GENERAL SUPPORT | $3,500 |
| DISCOVERY PLACE INC | |||||||
| 301 N TRYON STREET | CHARLOTTE | NC | 28202 | N/A | PC | GENERAL SUPPORT | $300,000 |
| FOUNDATION OF FIRSTHEALTH INC | |||||||
| 150 APPLECROSS ROAD | PINEHURST | NC | 28374 | N/A | PC | GENERAL SUPPORT | $400,000 |
| HAMLET RESCUE AND EMERGENCY MEDICAL SERVICES | |||||||
| PO BOX 109 | HAMLET | NC | 28345 | N/A | PC | GENERAL SUPPORT | $150,000 |
| HELPING HAND OF HAMLET INC | |||||||
| 615 CHERAW ROAD | HAMLET | NC | 28345 | N/A | PC | GENERAL SUPPORT | $7,500 |
| HOSPITALITY HOUSE OF CHARLOTTE | |||||||
| 1400 SCOTT AVENUE | CHARLOTTE | NC | 28203 | N/A | PC | GENERAL SUPPORT | $10,000 |
| LEAK STREET ALUMNI INC | |||||||
| PO BOX 2252 | ROCKINGHAM | NC | 28380 | N/A | PC | GENERAL SUPPORT | $163,560 |
| NORTH CAROLINA STATE UNIVERSITY | |||||||
| CAMPUS BOX 7501 | RALEIGH | NC | 27695 | N/A | PC | GENERAL SUPPORT | $75,000 |
| OUR DAILY BREAD CHRISTIAN FOOD MINISTRY INC | |||||||
| PO BOX 743 | ROCKINGHAM | NC | 28380 | N/A | PC | GENERAL SUPPORT | $50,000 |
| RICHMOND COUNTY NORTH CAROLINA | |||||||
| PO BOX 504 | ROCKINGHAM | NC | 28380 | N/A | GOV | GENERAL SUPPORT | $200,000 |
| RICHMOND INTERAGENCY TRANSPORTATION INC | |||||||
| PO BOX 2657 | ROCKINGHAM | NC | 28380 | N/A | PC | GENERAL SUPPORT | $25,000 |
| RONALD MCDONALD HOUSE OF CHARLOTTE | |||||||
| 1613 EAST MOREHEAD STREET | CHARLOTTE | NC | 28207 | N/A | PC | GENERAL SUPPORT | $2,000 |
| SAMARITAN COLONY INC | |||||||
| 136 SAMARITAN DRIVE | ROCKINGHAM | NC | 28379 | N/A | PC | GENERAL SUPPORT | $49,000 |
| SPECIAL OLYMPICS NORTH CAROLINA INC | |||||||
| 2200 GATEWAY CENTRE BLVD 201 | MORRISVILLE | NC | 27560 | N/A | PC | GENERAL SUPPORT | $5,000 |
| THREE RIVERS LAND TRUST INC | |||||||
| 204 EAST INNES STREET 280 | SALISBURY | NC | 28144 | N/A | PC | GENERAL SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,441,560 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,790 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $356,132 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $314,854 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| K-1 PASSTHROUGH INCOME | 525990 | -$23,730 | 14 | $315,984 |
| K-1 PASSTHROUGH TAX EXEMPT INCOME | 14 | $213 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$23,730 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $991,973 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $968,243 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $4,395 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,395 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (24 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALLY BANK MIDVALE, UT | $249,795 | $249,795 |
| AMERICAN FUNDS CAPITAL INCOME BUILDER FUND CL F2 N/L | $1,290,469 | $1,290,469 |
| AMERICAN FUNDS EUROPACIFIC GROWTH FUND CL F2 N/L | $1,356,461 | $1,356,461 |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS FUND CL F2 N/L | $1,563,435 | $1,563,435 |
| AMERICAN FUNDS GROWTH FUND OF AMERICA FUND CL F2 N/L | $1,342,720 | $1,342,720 |
| AMERICAN FUNDS SMALLCAP WORLD FUND CL F2 N/L | $213,056 | $213,056 |
| CUSTOMERS BK PHOENIXVILLE, PA PDIC | $249,785 | $249,785 |
| FIDELITY ADVISOR STRATEGIC INCOME FUND CLASS I | $660,890 | $660,890 |
| HARBOR CAPITAL APPRECIATION FUND INSTL CL N/L | $531,178 | $531,178 |
| INVESCO MAIN STREET FUND CL Y N/L | $774,777 | $774,777 |
| INVESCO OPPENHEIMER INTL GROWTH FD CL Y N/L | $909,839 | $909,839 |
| ISHARES TR CORE S&P SCP ETF | $216,500 | $216,500 |
| JANUS HENDERSON FLEXIBLE BOND FUND I | $798,372 | $798,372 |
| JPMORGAN CHASE BANK, NATIONAL ASSOCIATION | $249,923 | $249,923 |
| LOOMIS SAYLES INVESTMENT GRD BOND CLS Y | $655,030 | $655,030 |
| LORD ABBETT SHORT DURATION INCOME FUND | $541,818 | $541,818 |
| PIMCO TOTAL RETURN FUND INSTITUTIONAL CLASS | $390,530 | $390,530 |
| PRINCIPAL HIGH YIELD FUND INSTL SHARES N/L | $406,771 | $406,771 |
| SANTANDER BANK, NA WILMINGTON, DE FDIC | $249,838 | $249,838 |
| SPDR PORTFOLIO S&P 500 ETF | $223,600 | $223,600 |
| TOUCHSTONE SANDS CAPITAL SELECT GROWTH FD INSTL CL N/L | $431,415 | $431,415 |
| VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | $2,489,760 | $2,489,760 |
| VANGUARD MID-CAP ETF | $814,240 | $814,240 |
| ZIONS BANCORP, NA SALT LAKE CITY, UT PDIC | $249,818 | $249,818 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | DIVERSIFIED LONG-TERM GROWTH POOL - FFTC | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $15,996,851 | BookValueAmt |
| EOYFMV | $15,996,851 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $4,816 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $1,276 | $1,276 | $0 |
| BOARD AND COMMITTEE EXPENSES | $19,987 | $0 | $19,987 |
| INSURANCE | $4,143 | $0 | $4,143 |
| K-1 PASSTHROUGH EXPENSES | $106,406 | $106,406 | $0 |
| POSTAGE EXPENSE | $412 | $0 | $412 |
| PROGRAM EXPENSE | $53 | $0 | $53 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| K-1 PASSTHROUGH INCOME | $292,254 | $315,984 | $292,254 |
| K-1 PASSTHROUGH TAX EXEMPT INCOME | $213 | $213 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED CHANGE IN VALUE OF INVESTMENTS | Desc |
| Amt | $3,582,361 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTRATIVE FEES | $164,824 | $0 | $164,217 |
| INVESTMENT MANAGEMENT FEES | $123,788 | $123,788 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $4,664 | Amt |
| Net Investment Income | $4,664 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |