2024-11-14T15:58:20-06:00 2023-12-31 882730877 CHERRY BEKAERT ADVISORY LLC 1111 METROPOLITAN AVE STE 900 CHARLOTTE NC 28204 990PF 2023-01-01 562168849 RICHMOND COMMUNITY FOUNDATION RICH 7049734500 220 NORTH TRYON STREET CHARLOTTE NC 28202 ALYSSA FEDERICO CFO OF FFTC 7049734500 2024-11-13 1 1 MELANIE MCPEAK P01346034 7043771678 2023 2024-10-15 13:58:12Z X 34189042 X X 4790 4790 356132 356132 314854 924958 314854 292467 315984 968243 991760 0 0 0 4395 0 4395 288612 123788 164217 4664 4664 0 132277 107682 24595 429948 236134 193207 741560 1441560 1171508 236134 1634767 -203265 755626 2029687 1327171 1327171 51 5000 5000 13543216 16860020 16860020 15941201 15996851 15996851 31514155 34189042 34189042 13179 13786 900000 200000 913179 213786 X 30600976 33975256 30600976 33975256 31514155 34189042 30600976 -203265 3582361 33980072 4816 33975256 PASSTHROUGH K-1 CAPITAL GAIN/LOSS P 104628 104628 104628 PUBLICLY-TRADED SECURITIES 500874 610104 -109230 -109230 CAPITAL GAINS DIVIDENDS P 319456 319456 319456 314854 10503 0 10503 0 10503 0 0 0 0 0 X 603 11106 0 0 0 0 0 0 0 0 1 1 0 1 1 NC 1 0 0 0 0 1 NONE ALYSSA FEDERICO 7049734500 220 NORTH TRYON STREET CHARLOTTE NC 28202 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 FOUNDATION FOR THE CAROLINAS 220 N TRYON STREET CHARLOTTE NC 28202 MANAGEMENT FEES 164824 0 0 33233571 41381 0 33274952 0 0 33274952 499124 32775828 1638791 1638791 10503 10503 1628288 0 1628288 0 1628288 1634767 0 1634767 1628288 1621797 0 0 1634767 1621797 0 0 12970 0 0 0 0 0 0 0 0 1615318 0 0 0 RICHMOND COMMUNITY FOUNDATION 220 N TRYON STREET CHARLOTTE NC 28202 7049734500 APPLICATION FORM, BUDGET, IRS EXEMPT LETTER, AUDITED FINANCIAL STATEMENTS AND DESCRIPTION OF PROGRAM VARIES 80% OF BENEFICIARIES MUST BE IN RICHMOND COUNTY OR IN CLOSE PROXIMITY TO RICHMOND COUNTY AUTISM SOCIETY OF NORTH CAROLINA INC 5121 KINGDOM WAY 100 RALEIGH NC 27607 N/A PC GENERAL SUPPORT 3500 DISCOVERY PLACE INC 301 N TRYON STREET CHARLOTTE NC 28202 N/A PC GENERAL SUPPORT 300000 FOUNDATION OF FIRSTHEALTH INC 150 APPLECROSS ROAD PINEHURST NC 28374 N/A PC GENERAL SUPPORT 400000 HAMLET RESCUE AND EMERGENCY MEDICAL SERVICES PO BOX 109 HAMLET NC 28345 N/A PC GENERAL SUPPORT 150000 HELPING HAND OF HAMLET INC 615 CHERAW ROAD HAMLET NC 28345 N/A PC GENERAL SUPPORT 7500 HOSPITALITY HOUSE OF CHARLOTTE 1400 SCOTT AVENUE CHARLOTTE NC 28203 N/A PC GENERAL SUPPORT 10000 LEAK STREET ALUMNI INC PO BOX 2252 ROCKINGHAM NC 28380 N/A PC GENERAL SUPPORT 163560 NORTH CAROLINA STATE UNIVERSITY CAMPUS BOX 7501 RALEIGH NC 27695 N/A PC GENERAL SUPPORT 75000 OUR DAILY BREAD CHRISTIAN FOOD MINISTRY INC PO BOX 743 ROCKINGHAM NC 28380 N/A PC GENERAL SUPPORT 50000 RICHMOND COUNTY NORTH CAROLINA PO BOX 504 ROCKINGHAM NC 28380 N/A GOV GENERAL SUPPORT 200000 RICHMOND INTERAGENCY TRANSPORTATION INC PO BOX 2657 ROCKINGHAM NC 28380 N/A PC GENERAL SUPPORT 25000 RONALD MCDONALD HOUSE OF CHARLOTTE 1613 EAST MOREHEAD STREET CHARLOTTE NC 28207 N/A PC GENERAL SUPPORT 2000 SAMARITAN COLONY INC 136 SAMARITAN DRIVE ROCKINGHAM NC 28379 N/A PC GENERAL SUPPORT 49000 SPECIAL OLYMPICS NORTH CAROLINA INC 2200 GATEWAY CENTRE BLVD 201 MORRISVILLE NC 27560 N/A PC GENERAL SUPPORT 5000 THREE RIVERS LAND TRUST INC 204 EAST INNES STREET 280 SALISBURY NC 28144 N/A PC GENERAL SUPPORT 1000 1441560 0 14 4790 14 356132 18 314854 K-1 PASSTHROUGH INCOME 525990 -23730 14 315984 K-1 PASSTHROUGH TAX EXEMPT INCOME 14 213 -23730 991973 0 968243 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION FEE 4395 0 4395 ALLY BANK MIDVALE, UT 249795 249795 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WILMINGTON, DE FDIC 249838 249838 SPDR PORTFOLIO S&P 500 ETF 223600 223600 TOUCHSTONE SANDS CAPITAL SELECT GROWTH FD INSTL CL N/L 431415 431415 VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW 2489760 2489760 VANGUARD MID-CAP ETF 814240 814240 ZIONS BANCORP, NA SALT LAKE CITY, UT PDIC 249818 249818 DIVERSIFIED LONG-TERM GROWTH POOL - FFTC FMV 15996851 15996851 PRIOR PERIOD ADJUSTMENT 4816 BANK FEES 1276 1276 0 BOARD AND COMMITTEE EXPENSES 19987 0 19987 INSURANCE 4143 0 4143 K-1 PASSTHROUGH EXPENSES 106406 106406 0 POSTAGE EXPENSE 412 0 412 PROGRAM EXPENSE 53 0 53 K-1 PASSTHROUGH INCOME 292254 315984 292254 K-1 PASSTHROUGH TAX EXEMPT INCOME 213 213 UNREALIZED CHANGE IN VALUE OF INVESTMENTS 3582361 ADMINISTRATIVE FEES 164824 0 164217 INVESTMENT MANAGEMENT FEES 123788 123788 0 FOREIGN TAX 4664 4664 0