2022-11-15T07:43:07-06:00 2021-12-31 561965804 THOMAS JUDY & TUCKER PA 4700 FALLS OF NEUSE ROAD RALEIGH NC 27609 990 2021-01-01 208715100 CAPTRUST COMMUNITY FOUNDATION INC CAPT 8002160645 4208 SIX FORKS ROAD 1700 RALEIGH NC 27609 MELISSA COLLEY TREASURER 9198706822 2022-11-15 1 MELISSA COLLEY 999009999 HALEY J MYERS CPA P01242713 9195717055 2022-11-10 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z MELISSA COLLEY 4208 SIX FORKS RD 1700 RALEIGH NC 27609 2382321 0 X WWW.CAPTRUSTCOMMUNITYFOUNDATION.ORG X 2007 NC TO ENRICH THE LIVES OF CHILDREN IN NEED IN THE COMMUNITIES WE SERVE. 20 20 0 17 0 0 4576331 739472 0 0 183124 223224 41439 119999 4800894 1082695 918508 1139250 0 0 0 0 0 0 0 47141 48414 965649 1187664 3835245 -104969 4129917 4464164 0 0 4129917 4464164 TO ENRICH THE LIVES OF CHILDREN IN THE COMMUNITIES WE SERVE BY SUPPORTING ORGANIZATIONS THROUGHOUT THE COUNTRY THAT SPECIFICALLY HELP CHILDREN WITH PHYSICAL DISABILITIES, ILLNESSES, ABUSE, POVERTY, ABSENCE OF A PARENT, AND MORE. 0 0 1147543 1139250 0 OUR GRANT PROGRAM FOCUSES ON LOCAL AND NATIONAL CHARITIES SERVING THE NEEDS OF CHILDREN. EACH YEAR A CHARITY OF CHOICE THAT IS COMMITTED TO ENRICHING THE LIVES OF CHILDREN, IS SELECTED TO RECEIVE A SUBSTANTIAL DONATION. NOTE IN THE POCKET WAS SELECTED AS THE 2021 RECIPIENT AND RECEIVED A $100,000 DONATION. SEVERAL NATIONAL GRANTS ARE ALSO AWARDED EACH YEAR THROUGH THE CCF'S PARTNERSHIP GRANT PROGRAM. OUR CRISIS GRANT PROGRAM IS DESIGNED TO HELP CHARITIES WHO ARE ASSISTING THOSE SEVERELY IMPACTED BY NATURAL DISASTER OR OTHER CRISIS. THROUGH THE EMPLOYEE GRANT PROGRAM, CAPTRUST EMPLOYEES MAY SUBMIT REQUESTS TO PROVIDE SMALL GRANTS TO CHARITIES. 27417 LAUNCHED IN 2021 THE FINANCIAL LITERACY PROGRAM WAS CREATED TO TEACH TEENS THREE KEY AREAS OF FINANCIAL LITERACY AND HELP THEM FIND A PATH TO BECOMING FINANCIALLY RESPONSIBLE. THE THREE AREAS INCLUDE: LICENSE TO DRIVE - DETAILS THE COSTS OF CAR OWNERSHIP, TEENPRENEUR - GUIDANCE FOR TEENS WHO WANT TO START THEIR OWN BUSINESS AND TEEN'S FIRST BUDGET - BUILDING GOOD MONEY HABITS, GOALS, AND CRAFTING A SAVINGS PLAN. PRESENTATIONS ARE DONE BY A TEAM OF VULUNTEERS, ARE FREE OF CHARGE AND CAN BE DELIVERED EITHER VIRTUALLY OR IN PERSON AND LAST BETWEEN 30-60 MINUTES. 1174960 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 NC X MELISSA COLLEY 9192789663 4208 SIX FORKS ROAD 1700 RALEIGH NC 27609 X VICKEY COLLINS SECRETARY 1.00 X X 0 0 0 PHILIP D'UNGER PRESIDENT 1.00 X X 0 0 0 APRIL WINTERS TREASURER 1.00 X X 0 0 0 KIMBERLY GRIGGS-MURRAY VICE PRESIDENT 1.00 X X 0 0 0 DAVID WAHLEN BOARD MEMBER 1.00 X 0 0 0 ASHLEY MAY BOARD MEMBER 1.00 X 0 0 0 RHONDA DOWNUM BOARD MEMBER 1.00 X 0 0 0 GREG DELAGE BOARD MEMBER 1.00 X 0 0 0 MELISSA COLLEY BOARD MEMBER 1.00 X 0 0 0 JOSIE DORRIS BOARD MEMBER 1.00 X 0 0 0 JAMES STENSTROM BOARD MEMBER 1.00 X 0 0 0 CHERYL WICKHAM BOARD MEMBER 1.00 X 0 0 0 MARY HIME BOARD MEMBER 1.00 X 0 0 0 MICHELLE MILLER BOARD MEMBER 1.00 X 0 0 0 BRYAN LEWIS BOARD MEMBER 1.00 X 0 0 0 TODD JONES BOARD MEMBER 1.00 X 0 0 0 VERONICA KARAS BOARD MEMBER 1.00 X 0 0 0 VIVIAN HOUCHENS BOARD MEMBER 1.00 X 0 0 0 SCOTT WERTHEIM BOARD MEMBER 1.00 X 0 0 0 JUSTIN GARTMAN BOARD MEMBER 1.00 X 0 0 0 0 0 0 0 0 0 0 0 31380 708092 739472 175298 175298 1340688 1292762 47926 47926 47926 126863 31380 6864 119999 119999 1082695 0 0 343223 1139250 1139250 5675 5675 1447 1447 8958 4479 4479 991 216 775 1658 1658 FINANCIAL LITERACY PROG 27417 27417 FEES 1940 1940 TAXES AND LICENSES 328 328 1187664 1174960 12704 0 578604 456857 2268750 20780 5000 1391 1281172 3981527 4129917 4464164 0 0 X 0 0 0 0 4129917 4464164 4129917 4464164 4129917 4464164 -104969 439216 0 X 0 0 0 X 317834 403148 416161 4624498 739472 6501113 317834 403148 416161 4624498 739472 6501113 2483779 4017334 6633 175298 181931 6683044 175032 0.60110 0.63490 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 MUTUAL FUNDS 3479852 F EXCHANGE TRADED PRODUCTS 501675 F 3981527 FUN RUN 38016 38016 105 75 3000 2174 GOLF TOURNAMENT 99100 31380 67720 1000 2 21127 21127 510 158243 31380 126863 105 75 1000 3000 2684 6864 119999 1 A CHILD'S HAVEN 20 MARTIN DRIVE GREENVILLE SC 29617 570893712 501(C)(3) 10000 0 TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION AG GASTON BOYS & GIRLS CLUB 4821 AVENUE W BIRMINGHAM AL 35208 455235845 501(C)(3) 10000 0 TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION BRADLEY FREE CLINIC 1240 3RD ST SW ROANOKE VA 24016 237380491 501(C)(3) 10000 0 TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION ACRES OF HOPE 248 ALLEMAN ROAD CHAMBERSBURG PA 17202 464787252 501(C)(3) 10000 0 TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION AMERICAN RED CROSS 501(C)(3) 15000 0 TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION ASSISTANCE LEAGUE OF VENTURA COUNTY 913 E SANATA CLARA ST VENTURA CA 93001 952100846 501(C)(3) 10000 0 TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION BACKPACK BIGINNINGS 3703 ALLIANCE DRIVE GREENSBORO NC 27404 461251223 501(C)(3) 10000 0 TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION BIG BROTHERS BIG SISTERS OF GREATER PITTSBURGH 5989 CENTRE AVE 1 PITTSBURGH PA 15206 251709163 501(C)(3) 10000 0 TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION BOTTOM LINE INC 50 MILK STREET BOSTON MA 02109 043351427 501(C)(3) 10000 0 TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION BOYS AND GIRLS CLUB OF SANTA CLARITA VALLEY 1400 HARVARD BLVD SANTA PAULA CA 93060 952497853 501(C)(3) 10000 0 TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION FEEDMORE OF CENTRAL VIRGINIA 1415 RHOADMILLER STREET RICHMOND VA 23220 541150923 501(C)(3) 10000 0 TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION BROKEN BUT NOT DESTROYED 995 LUTZ STREET FRANKLIN SQUARE NY 11010 464389066 501(C)(3) 10000 0 TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION BUCKS COUNTY OPPORTUNITY COUNCIL 100 DOYLE STREET DOYLESTOWN PA 18901 236406222 501(C)(3) 10000 0 TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION CHILDREN'S BRAIN TUMOR FOUNDATION 1460 BROADWAY NEW YORK NY 10036 133512123 501(C)(3) 10000 0 TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION CHILDREN'S FINANCIAL NETWORK INC 205 WEST 700 SOUTH SALT LAKE CITY UT 84101 870387205 501(C)(3) 18000 0 TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION CHILDREN'S HOME NETWORK 10909 MEMORIAL HWY TAMPL FL 33615 590696284 501(C)(3) 10000 0 TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION DURHAM CHILDREN'S INITIATIVE 2101 ANGIER AVE 200 DURHAM NC 27703 320263133 501(C)(3) 25000 0 TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION EAGLE RANCH 5500 UNION CHURCH ROAD FLOWERY BRANCH GA 30542 581497408 501(C)(3) 20000 0 TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION EMMAUS HOUSE PO BOX 3224 JOHNSON CITY TN 37602 462945431 501(C)(3) 10000 0 TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION EQUILIBRIUM PO BOX 190274 LITTLE ROCK AR 72219 272628899 501(C)(3) 10000 0 TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION FAMILIES TOGETHER 3033 W 2ND STREET NO 122 WICHITA KS 67203 480934116 501(C)(3) 27000 0 TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION FOOD BANK OF EASTERN MICHIGAN 2300 LAPEER ROAD FLINT MI 48503 382379678 501(C)(3) 10000 0 TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION FOSTER CARE SUPPORT FOUNDATION 3334 TRAILS END ROAD ROSWELL GA 30075 582540031 501(C)(3) 10000 0 TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION NOTE IN THE POCKET 9650 STRICKLAND ROAD SUITE 103-168 RALEIGH NC 27615 462574332 501(C)(3) 100000 0 TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION FRANCISCAN HEALTH FOUNDATION OF HOPE 1515 DRAGOON TRAIL MISHAWAKA IN 46544 351955283 501(C)(3) 10000 0 TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION FREEDOM FOR YOUTH 3450 W BROADWAY HELENA AR 72342 710754844 501(C)(3) 10000 0 TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION GREATER DAYTON VOLUNTEER LAWYERS PROJECT 109 N MAIN STREET NO 610 DAYTON OH 45402 311251172 501(C)(3) 10000 0 TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION GREEN GOOD NEIGHBORS 224 E STREET ROAD KENNETT SQUARE PA 19348 113839742 501(C)(3) 10000 0 TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION HABITAT FOR HUMANITY OF SOUTHERN CA SANTA BARBARA PO BOX 176 GOLETA CA 93116 770518264 501(C)(3) 10000 0 TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION HANDS 4 HOPE 25751 HAMILTON STREET MACON MO 63552 465006935 501(C)(3) 10000 0 TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION HARRISON CENTER 2303 14TH STREET NW SUITE 100 WASHINGTON DC 20009 521435310 501(C)(3) 10000 0 TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION INTEGRATED FAMILY COMMUNITY SERVICES 3370 SOUTH IRVING STREET ENGLEWOOD CO 80110 840579740 501(C)(3) 10000 0 TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION INTERFAITH OUTREACH & COMMUNITY PARTNERS 1605 COUNTY ROAD 101 NORTH PLYMOUTH MN 55447 363482724 501(C)(3) 6000 0 TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION JUDSON CENTER 30301 NORTHWESTERN HIGHWAY NO 100 FARMINGTON HILLS MI 48334 275341027 501(C)(3) 10000 0 TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION JUST KEEP LIVIN FOUNDATION 15260 VENUTRA BLVD SHERMAN OAKS CA 91403 203921057 501(C)(3) 10000 0 TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION NEW ALTERNATIVES FOR CHILDREN 37 WEST 26TH STREET NEW YORK NY 10010 133149298 501(C)(3) 10000 0 TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION PARK VIEW COMMUNITY MISSION 2420 MEMORIAL AVE LYNCHBURG VA 24501 463684893 501(C)(3) 10000 0 TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION PEDIATRIC CANCER FOUNDATION OF LE HIGH VALLEY 2132 S 12TH STREET ALLENTOWN PA 18103 202297295 501(C)(3) 6000 0 TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION RAINBOW DAYS INC 8150 NORTH CENTRAL EXPRESSWAY M1003 DALLAS TX 75206 751844908 501(C)(3) 15000 0 TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION RAINBOW VILLAGE 3427 DULUTH HWY 120 DULUTH GA 30096 582181183 501(C)(3) 27500 0 TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION RALEIGH DREAM CENTER 6325 FALLS OF NEUSE ROAD ROOM 35-409 RALEIGH NC 27615 472509570 501(C)(3) 12000 0 TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION RIVERSIDE COMMUNITY COLLEGE DISTRICT FOUNDATION 4800 MAGNOLIA AVE RIVERSIDE CA 92506 952993847 501(C)(3) 10000 0 TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION ROCKBRIDGE AREA RELIEF ASSOCIATION PO BOX 640 LEXINGTON VA 24450 237303807 501(C)(3) 10000 0 TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION RONALD MCDONALD OF SAN ANTONIO 4847 CHARLES KATZ SAN ANTONIO TX 78229 742140528 501(C)(3) 10000 0 TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION ROOTS CHARTER HIGH SCHOOL 2250 S 1300 W STE C WEST VALLEY UT 84119 471365586 501(C)(3) 10000 0 TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION SLEEP IN HEAVENLY PEACE 911 BALLARD WAY TWIN FALLS ID 83301 464346568 501(C)(3) 25000 0 TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION SPECTRUM HEALTH FOUNDATION 2915 STRONG AVE KANSAS CITY KS 66106 481160123 501(C)(3) 10000 0 TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION ST MARY'S CENTER FOR WOMEN AND CHILDREN 90 CUSHING STREET DORCHESTER MA 02125 043201844 501(C)(3) 10000 0 TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION STEWART'S CARING PLACE CANCER WELLNESS CENTER 3501 RIDGE PARK DRIVE FAIRLAWN OH 44333 200181338 501(C)(3) 10000 0 TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION SURSEX MONTESSORI CHARTER SCHOOL 501(C)(3) 10000 0 TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION TRUTH IN NATURE PO BOX 1340 DOUGLASVILLE GA 30133 264231073 501(C)(3) 10000 0 TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION UNITED WAY OF SUMMIT COUNTY 37 NORTH HIGH STREET - SUITE A AKRON OH 44308 341170391 501(C)(3) 10000 0 TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION VALIANT CROSS ACADEMY 301 DEXTER AVENUE MONTGOMERY AL 36104 474610443 501(C)(3) 10000 0 TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION WASHBURN CENTER FOR CHILDREN 1100 GLENWOOD AVENUE MINNEAPOLIS MN 55405 410711618 501(C)(3) 10000 0 TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION WHITE PONY EXPRESS 3380 VINCENT ROAD 107 PLEASANT HILL CA 94523 465220565 501(C)(3) 10000 0 TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION WIZEHIVE 501(C)(3) 24000 0 TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION YWCA CORPUS CHRISTI 4601 CORONA DRIVE CORPUS CHRISTI TX 78411 741157366 501(C)(3) 10000 0 TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION AMKIDS 5915 BENJAMIN CENTER DRIVE TAMPA FL 33634 501(C)(3) 25000 0 TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION 74 0 PART I, LINE 2: THE FOUNDATION HAS A SCREENING PROCESS TO HELP ENSURE THAT THE MONIES WILL GO TO CHARITIES THAT DO WORK THAT IS IN LINE WITH OUR MISSION STATEMENT. IF AN ORGANIZATION IS APPROVED, THE CORRESPONDENCE THAT GOES ALONG WITH THE CHECK INDICATES HOW WE WOULD PREFER THE MONEY TO BE SPENT. FORM 990, PART VI, SECTION B, LINE 11B EACH BOARD MEMBER RECEIVES A COPY OF THE 990 WHICH IS PREPARED BY AN INDEPENDENT ACCOUNTANT AND REVIEWED BY THE TREASURER AND FINANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS CONTAINED IN ARTICLE XI OF THE ORGANIZATION'S BYLAWS. THE BYLAWS ARE DISTRIBUTED ANNUALLY AND EVERY BOARD MEMBER IS EXPECTED TO READ AND FAMILIARIZE THEMSELVES WITH THE POLICY AND IS REQUIRED TO ABSTAIN FROM CASTING A VOTE WHERE A CONFLICT OR POTENTIAL CONFLICT IS PRESENT. FORM 990, PART VI, SECTION C, LINE 19 OUR RECORDS ARE AVAILABLE TO THE PUBLIC UPON REQUEST