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technology tools that allow offering chess instruction to students at their schools, at their own pace 50000 CLEVELAND COUNTY FAMILY YOUNG MENS CHRISTIAN ASSOC 1350 LEXINGTON AVE NORMAN OK 73069 N/A PC General & Unrestricted 15000 COLORADO COALITION FOR THE HOMELESS 2111 CHAMPA ST DENVER CO 80205 N/A PC General & Unrestricted 1500 COLORADO UPLIFT 400 W 48TH AVE STE 250 DENVER CO 80216 N/A PC to support the Teaching/Mentoring Program 50000 COLORADO WOMENS EDUCATION FOUNDATION PO BOX 1189 BOULDER CO 80306 N/A PC General & Unrestricted 1500 COVENANT CHRISTIAN SCHOOL 10 N EDGELAWN DR AURORA IL 60506 N/A PC General & Unrestricted 5000 CRAZY HORSE MEMORIAL FOUNDATION 12151 AVE OF THE CHIEFS CRAZY HORSE SD 57730 N/A PC General & Unrestricted 12500 DONKA INCORPORATED 400 N COUNTY FARM RD WHEATON IL 60187 N/A PC General & Unrestricted 50000 DOROTHEA DIX PARK CONSERVANCY PO BOX 28575 RALEIGH NC 27611 N/A PC General & Unrestricted 1500 DUKE UNIVERSITY PO BOX 90581 DURHAM NC 27708 N/A PC Duke Gardens educational programs for school age children 2500 DUKE UNIVERSITY PO BOX 90581 DURHAM NC 27708 N/A PC Duke Libraries 2500 DUKE UNIVERSITY PO BOX 90581 DURHAM NC 27708 N/A PC Center for Racial Healing and Transformation 15000 ERIE FAMILY HEALTH FOUNDATION INC 1701 W SUPERIOR ST CHICAGO IL 60622 N/A SO I enable Erie to leverage the return to in-person services, harness new technology, and collaborate with a new Youth Advisory committee to re-engage patients in care and reach increasing numbers of adolescents to address the trauma they have experienced 50000 FRIENDS OF THE MOUNTAINS TO SEA PO BOX 10431 RALEIGH NC 27605 N/A PC Support Kate Dixon Legacy Campaign 10000 GADS HILL CENTER 1919 W CULLERTON ST CHICAGO IL 60608 N/A PC General & Unrestricted 5000 GROWING TOGETHER PRESCHOOL 3301 BOULDER CT RALEIGH NC 27607 N/A PC General & Unrestricted 7000 HOPE CENTER AT PULLEN INC 112 COX AVE STE 100-A RALEIGH NC 27605 N/A PC General & Unrestricted 5000 INTER-FAITH FOOD SHUTTLE 1001 BLAIR DR RALEIGH NC 27603 N/A PC In support of the nutrition programs at RISE Charter School 7000 INTERACT 1012 OBERLIN ROAD STE 100 RALEIGH NC 27605 N/A PC programs in school to support children 2500 JUVENILE PROTECTIVE ASSOCIATION 1707 N HALSTED ST CHICAGO IL 60614 N/A PC General & Unrestricted 5000 KIPP OKC PUBLIC SCHOOLS PO BOX 14128 OKLAHOMA CITY OK 73113 N/A PC General & Unrestricted 12500 LATINO EDUCATIONAL ACHIEVEMENT PARTNERSHIP 1737 HILLANDALE RD DURHAM NC 27705 N/A PC operate two high-quality preschool programs as well as a tutoring program for older students 55000 LEARNING TRAIL INC PO BOX 3061 CHAPEL HILL NC 27515 N/A PC General & Unrestricted 5000 LEELANAU CONSERVANCY PO BOX 1007 LELAND MI 49654 N/A PC General & Unrestricted 1000 MARCY LAB INC 829 JEFFERSON AVE APT 1R BROOKLYN NY 11221 N/A PC Support the continued expansion of our Software Engineering Fellowship, specifically to nearly double our enrollment to 100 young people in the coming year while building the infrastructure 95000 PARENT POSSIBLE 800 N GRANT ST STE 200 DENVER CO 80203 N/A PC General & Unrestricted 5000 PARTNERSHIP WITH NATIVE AMERICANS 16415 ADDISON RD STE 200 ADDISON TX 75001 N/A PC General & Unrestricted 20000 RALEIGH CHARTER HIGH SCHOOL 1307 GLENWOOD AVE RALEIGH NC 27605 N/A PC General & Unrestricted 1000 RESURRECTION PROJECT 1805 S PAULINA ST CHICAGO IL 60608 N/A PC General & Unrestricted 15000 SE RALEIGH PROMISE INC 900 S WILMINGTON ST STE 105 RALEIGH NC 27601 N/A PC General & Unrestricted 35000 SOUTHEAST RALEIGH CHARTER FOUNDATION INC 3420 IDLEWOOD VILLAGE DR RALEIGH NC 27610 N/A SO II General & Unrestricted 82000 STUDENT U 600 E UMSTEAD ST DURHAM NC 27701 N/A PC General & Unrestricted 5000 THE LOTUS CAMPAIGN INC 200 S COLLEGE ST STE 200 CHARLOTTE NC 28202 N/A PC General & Unrestricted 1000 THE YOUNG MENS CHRISTIAN ASSOCIATION OF THE TRIANG 801 CORPORATE CENTER DR STE 200 RALEIGH NC 27607 N/A PC Support the Southeast Raleigh Promise Initiatives of the Southeast Raleigh YMCA 1000 THRIVE SCHOLARS 75 FEDERAL ST STE 1250 BOSTON MA 02110 N/A PC Exploring work in Raleigh NC area 5000 THRIVE SCHOLARS 75 FEDERAL ST STE 1250 BOSTON MA 02110 N/A PC Explore expansion of Thrive operations to the Triangle, NC 5000 TRIANGLE COMMUNITY FOUNDATION 324 BLACKWELL ST STE 1220 DURHAM NC 27701 N/A PC This grant is to support the formation of the Triangle Impact Fund 5000 UNITED WAY OF THE GREATER TRIANGLE INC PO BOX 110583 DURHAM NC 27709 N/A PC General & Unrestricted 1000 680000 14 2851 14 311974 18 1841997 CLASS ACTION LAWSUIT PROCEEDS 01 1943 2158765 2158765 false false false false false false false false false false Tax Return Preparation/Review 9500 9500 THE RESURRECTION PROJECT - SEE GENERAL EXPLANATION 300000 SELF HELP CREDIT UNION 301 W MAIN ST DURHAM NC 27701 2019-08-26 192000 PRI LOAN-SEE GENERAL EXPLANATION FOR PURPOSE & ADDTL DETAILS RE AMT EXPENDED & LACK OF DIVERSION NO 06/26/2020, 12/28/2021 THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WERE MADE. SELF HELP FEDERAL CREDIT UNION 301 W MAIN ST DURHAM NC 27701 2019-08-22 150000 PRI LOAN-SEE GENERAL EXPLANATION FOR PURPOSE & ADDTL DETAILS RE AMT EXPENDED & LACK OF DIVERSION NO 06/26/2020, 12/28/2021 THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. SELF HELP CREDIT UNION 301 W MAIN ST DURHAM NC 27701 2020-08-25 281000 PRI LOAN-SEE GENERAL EXPLANATION FOR PURPOSE & ADDTL DETAILS RE AMT EXPENDED & LACK OF DIVERSION NO 08/06/2021, 01/12/2023 THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. SELF HELP FEDERAL CREDIT UNION 301 W MAIN ST DURHAM NC 27701 2020-08-25 250000 PRI LOAN-SEE GENERAL EXPLANATION FOR PURPOSE & ADDTL DETAILS RE AMT EXPENDED & LACK OF DIVERSION NO 08/06/2021, 01/12/2023 THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. SELF HELP CREDIT UNION 301 W MAIN ST DURHAM NC 27701 2021-08-20 240000 PRI LOAN-SEE GENERAL EXPLANATION FOR PURPOSE & ADDTL DETAILS RE AMT EXPENDED & LACK OF DIVERSION NO 01/12/2023 NONE NECESSARY SELF HELP FEDERAL CREDIT UNION 301 WEST MAIN STREET DURHAM NC 27701 2021-08-20 220000 PRI LOAN-SEE GENERAL EXPLANATION FOR PURPOSE & ADDTL DETAILS RE AMT EXPENDED & LACK OF DIVERSION NO 01/12/2023 NONE NECESSARY SELF HELP CREDIT UNION 301 W MAIN ST DURHAM NC 27701 2022-08-23 356000 PRI LOAN-SEE GENERAL EXPLANATION FOR PURPOSE & ADDTL DETAILS RE AMT EXPENDED & LACK OF DIVERSION NO EXPECTED IN 2023 NONE NECESSARY SELF HELP FEDERAL CREDIT UNION 301 WEST MAIN STREET DURHAM NC 27701 2022-08-23 300000 PRI LOAN-SEE GENERAL EXPLANATION FOR PURPOSE & ADDTL DETAILS RE AMT EXPENDED & LACK OF DIVERSION NO EXPECTED IN 2023 NONE NECESSARY FORM 990-PF, PART VI-B, LINE 5D - EXPENDITURE RESPONSIBILITY FORM 990-PF, PART VI-B, LINE 5D - EXPENDITURE RESPONSIBILITY PRI RECIPIENT: SELF HELP CREDIT UNION DATE OF PRI: 08/26/2019 PURPOSE OF PRI: TO PROVIDE FINANCING TO HIGH-PERFORMING PUBLIC CHARTER SCHOOLS FOR THE PURPOSES OF PURCHASING, DEVELOPING, OR RENOVATING EDUCATIONAL FACILITIES, WITH AN EMPHASIS ON FINANCING SCHOOLS SERVING PREDOMINANTLY DISADVANTAGED AND LOW-INCOME STUDENTS AND COMMUNITIES. REPORTS OF AMOUNTS EXPENDED: SELF HELP CREDIT UNION SUBMITTED A FULL AND COMPLETE FINANCIAL REPORT OF THE TYPE ORDINARILY REQUIRED BY COMMERCIAL INVESTORS UNDER SIMILAR CIRCUMSTANCES AND A STATEMENT THAT IT HAS COMPLIED WITH THE TERMS OF THE INVESTMENT FOR ITS FISCAL YEARS INDICATED BELOW: DATE OF REPORT: 06/26/2020 FOR FYE 12/31/2019 DATE OF REPORT: 12/28/2021 FOR PERIOD 1/1/2020-10/15/2020 THIS INVESTMENT WAS REMOVED FROM THE FOUNDATION'S BOOKS ON 10/15/2020, THE DATE SELF HELP CREDIT UNION PAID BACK THIS LOAN. DIVERSIONS: TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED TO ANY ACTIVITY OTHER THAN THE ACTIVITY FOR WHICH THE INVESTMENT WAS ORIGINALLY MADE. FORM 990-PF, PART VI-B, LINE 5D - EXPENDITURE RESPONSIBILITY FORM 990-PF, PART VI-B, LINE 5D - EXPENDITURE RESPONSIBILITY PRI RECIPIENT: SELF HELP FEDERAL CREDIT UNION DATE OF PRI: 08/22/2019 PURPOSE OF PRI: TO PROVIDE HOME AND COMMERCIAL LOANS TO LOW INCOME BORROWERS OF COLOR IN THE CHICAGO AREA. REPORTS OF AMOUNTS EXPENDED: SELF HELP FEDERAL CREDIT UNION SUBMITTED A FULL AND COMPLETE FINANCIAL REPORT OF THE TYPE ORDINARILY REQUIRED BY COMMERCIAL INVESTORS UNDER SIMILAR CIRCUMSTANCES AND A STATEMENT THAT IT HAS COMPLIED WITH THE TERMS OF THE INVESTMENT FOR ITS FISCAL YEARS INDICATED BELOW: DATE OF REPORT: 06/26/2020 FOR FYE 12/31/2019 DATE OF REPORT: 12/28/2021 FOR PERIOD 1/1/2020-09/29/2020 THIS INVESTMENT WAS REMOVED FROM THE FOUNDATION'S BOOKS ON 09/29/2020, THE DATE SELF HELP FEDERAL CREDIT UNION PAID BACK THIS LOAN. DIVERSIONS: TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED TO ANY ACTIVITY OTHER THAN THE ACTIVITY FOR WHICH THE INVESTMENT WAS ORIGINALLY MADE. FORM 990-PF, PART VI-B, LINE 5D - EXPENDITURE RESPONSIBILITY FORM 990-PF, PART VI-B, LINE 5D - EXPENDITURE RESPONSIBILITY PRI RECIPIENT: SELF HELP CREDIT UNION DATE OF PRI: 8/25/2020 AMOUNT OF PRI: $281,000 PURPOSE OF PRI: TO PROVIDE FINANCING TO HIGH-PERFORMING PUBLIC CHARTER SCHOOLS FOR THE PURPOSES OF PURCHASING, DEVELOPING, OR RENOVATING EDUCATIONAL FACILITIES, WITH AN EMPHASIS ON FINANCING SCHOOLS SERVING PREDOMINANTLY DISADVANTAGED AND LOW-INCOME STUDENTS AND COMMUNITIES. REPORTS OF AMOUNT EXPENDED: SELF HELP CREDIT UNION SUBMITTED A FULL AND COMPLETE FINANCIAL REPORT OF THE TYPE ORDINARILY REQUIRED BY COMMERCIAL INVESTORS UNDER SIMILAR CIRCUMSTANCES AND A STATEMENT THAT IT HAS COMPLIED WITH THE TERMS OF THE INVESTMENT FOR ITS FISCAL YEARS INDICATED BELOW: DATE OF REPORT: 08/06/2021 FOR FYE 12/31/2020 DATE OF REPORT: 1/12/2023 FOR PERIOD 1/1/2021-10/6/2021 THIS INVESTMENT WAS REMOVED FROM THE FOUNDATION'S BOOKS ON 10/06/2021, THE DATE SELF HELP CREDIT UNION PAID BACK THIS LOAN. DIVERSIONS: TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED TO ANY ACTIVITY OTHER THAN THE ACTIVITY FOR WHICH THE INVESTMENT WAS ORIGINALLY MADE. FORM 990-PF, PART VI-B, LINE 5D - EXPENDITURE RESPONSIBILITY FORM 990-PF, PART VI-B, LINE 5D - EXPENDITURE RESPONSIBILITY PRI RECIPIENT: SELF HELP FEDERAL CREDIT UNION DATE OF PRI: 8/25/2020 AMOUNT OF PRI: $250,000 PURPOSE OF PRI: TO PROVIDE HOME AND COMMERCIAL LOANS TO LOW INCOME BORROWERS OF COLOR IN THE CHICAGO AREA. REPORTS OF AMOUNT EXPENDED: SELF HELP FEDERAL CREDIT UNION SUBMITTED A FULL AND COMPLETE FINANCIAL REPORT OF THE TYPE ORDINARILY REQUIRED BY COMMERCIAL INVESTORS UNDER SIMILAR CIRCUMSTANCES AND A STATEMENT THAT IT HAS COMPLIED WITH THE TERMS OF THE INVESTMENT FOR ITS FISCAL YEARS INDICATED BELOW: DATE OF REPORT: 08/06/2021 FOR FYE 12/31/2020 DATE OF REPORT: 1/12/2023 FOR PERIOD 1/1/2021-10/1/2021 THIS INVESTMENT WAS REMOVED FROM THE FOUNDATION'S BOOKS OF 10/1/2021, THE DATE SELF HELP FEDERAL CREDIT UNION PAID BACK THIS LOAN. DIVERSIONS: TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED TO ANY ACTIVITY OTHER THAN THE ACTIVITY FOR WHICH THE INVESTMENT WAS ORIGINALLY MADE. FORM 990-PF, PART VI-B, LINE 5D - EXPENDITURE RESPONSIBILITY FORM 990-PF, PART VI-B, LINE 5D - EXPENDITURE RESPONSIBILITY PRI RECIPIENT: SELF HELP CREDIT UNION DATE OF PRI: 8/20/2021 AMOUNT OF PRI: $240,000 PURPOSE OF PRI: TO PROVIDE FINANCING TO HIGH-PERFORMING PUBLIC CHARTER SCHOOLS FOR THE PURPOSES OF PURCHASING, DEVELOPING, OR RENOVATING EDUCATIONAL FACILITIES, WITH AN EMPHASIS ON FINANCING SCHOOLS SERVING PREDOMINANTLY DISADVANTAGED AND LOW-INCOME STUDENTS AND COMMUNITIES. REPORTS OF AMOUNT EXPENDED: SELF HELP CREDIT UNION SUBMITTED A FULL AND COMPLETE FINANCIAL REPORT OF THE TYPE ORDINARILY REQUIRED BY COMMERCIAL INVESTORS UNDER SIMILAR CIRCUMSTANCES AND A STATEMENT THAT IT HAS COMPLIED WITH THE TERMS OF THE INVESTMENT FOR ITS FISCAL YEAR INDICATED BELOW: DATE OF REPORT: 1/12/2023 FOR FYE 12/31/2021 THIS INVESTMENT REMAINED ON THE FOUNDATION'S BOOKS AS OF 08/31/2022. DIVERSIONS: TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED TO ANY ACTIVITY OTHER THAN THE ACTIVITY FOR WHICH THE INVESTMENT WAS ORIGINALLY MADE. FORM 990-PF, PART VI-B, LINE 5D - EXPENDITURE RESPONSIBILITY FORM 990-PF, PART VI-B, LINE 5D - EXPENDITURE RESPONSIBILITY PRI RECIPIENT: SELF HELP FEDERAL CREDIT UNION DATE OF PRI: 8/20/2021 AMOUNT OF PRI: $220,000 PURPOSE OF PRI: TO PROVIDE HOME AND COMMERCIAL LOANS TO LOW-INCOME BORROWERS OF COLOR IN THE CHICAGO AREA. REPORTS OF AMOUNT EXPENDED: SELF HELP FEDERAL CREDIT UNION SUBMITTED A FULL AND COMPLETE FINANCIAL REPORT OF THE TYPE ORDINARILY REQUIRED BY COMMERCIAL INVESTORS UNDER SIMILAR CIRCUMSTANCES AND A STATEMENT THAT IT HAS COMPLIED WITH THE TERMS OF THE INVESTMENT FOR ITS FISCAL YEAR INDICATED BELOW: DATE OF REPORT: 1/12/2023 FOR FYE 12/31/2021 THIS INVESTMENT REMAINED ON THE FOUNDATION'S BOOKS AS OF 08/31/2022. DIVERSIONS: TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED TO ANY ACTIVITY OTHER THAN THE ACTIVITY FOR WHICH THE INVESTMENT WAS ORIGINALLY MADE. FORM 990-PF, PART VI-B, LINE 5D - EXPENDITURE RESPONSIBILITY FORM 990-PF, PART VI-B, LINE 5D - EXPENDITURE RESPONSIBILITY PRI RECIPIENT: SELF HELP CREDIT UNION DATE OF PRI: 08/23/2022 PURPOSE OF PRI: TO PROVIDE HOME AND COMMERCIAL LOANS TO LOW-INCOME BORROWERS OF COLOR IN NORTH CAROLINA. REPORTS OF AMOUNTS EXPENDED: SELF HELP CREDIT UNION IS EXPECTED TO SUBMIT A FULL AND COMPLETE FINANCIAL REPORT OF THE TYPE ORDINARILY REQUIRED BY COMMERCIAL INVESTORS UNDER SIMILAR CIRCUMSTANCES AND A STATEMENT THAT IT HAS COMPLIED WITH THE TERMS OF THE INVESTMENT IN 2023. THIS INVESTMENT REMAINED ON THE FOUNDATION'S BOOKS AS OF 08/31/2022. DIVERSIONS: TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED TO ANY ACTIVITY OTHER THAN THE ACTIVITY FOR WHICH THE INVESTMENT WAS ORIGINALLY MADE. FORM 990-PF, PART VI-B, LINE 5D - EXPENDITURE RESPONSIBILITY FORM 990-PF, PART VI-B, LINE 5D - EXPENDITURE RESPONSIBILITY PRI RECIPIENT: SELF HELP FEDERAL CREDIT UNION DATE OF PRI: 08/23/2022 PURPOSE OF PRI: TO PROVIDE HOME AND COMMERCIAL LOANS TO LOW-INCOME BORROWERS OF COLOR IN THE CHICAGO AREA. REPORTS OF AMOUNTS EXPENDED: SELF HELP FEDERAL CREDIT UNION IS EXPECTED TO SUBMIT A FULL AND COMPLETE FINANCIAL REPORT OF THE TYPE ORDINARILY REQUIRED BY COMMERCIAL INVESTORS UNDER SIMILAR CIRCUMSTANCES AND A STATEMENT THAT IT HAS COMPLIED WITH THE TERMS OF THE INVESTMENT IN 2023. THIS INVESTMENT REMAINED ON THE FOUNDATION'S BOOKS AS OF 08/31/2022. DIVERSIONS: TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED TO ANY ACTIVITY OTHER THAN THE ACTIVITY FOR WHICH THE INVESTMENT WAS ORIGINALLY MADE. 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