2021-11-15T20:11:23-06:00 2020-12-31 FOUNDATION SOURCE ONE HOLLOW LN STE 212 LAKE SUCCESS NY 11042 990PF 2020-01-01 472962822 Earl and Kathryn Congdon Family Foundation % Foundation Source EARL 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 David S Congdon President 8008391754 2021-11-15 true David S Congdon 999009999 Jeffrey D Haskell P01345770 8008391754 2020 2022-09-23 18:48:47Z X 85432940 X 16993475 54949 54949 246296 246296 10650716 17670919 15914248 27945436 16215493 0 60000 60000 21239 21239 40045 0 0 40045 108636 33296 75340 238326 245806 0 0 1200 1200 282383 282383 997635 33296 0 480207 3271169 3271169 4268804 33296 0 3751376 23676632 16182197 12055632 4600733 4600733 20521636 31079232 47393871 192469 0 192469 192469 50000 50000 29725245 469466 12130266 29255779 29695867 3500000 3500000 44707534 68678213 85432940 0 0 X 44707534 68678213 44707534 68678213 44707534 68678213 44707534 23676632 294047 68678213 68678213 Publicly-traded Securities 17670919 1756671 15914248 15914248 15914248 224933 224933 224933 335036 0 335036 X 110103 110103 false false false false false false false true true DE NC true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false true true false false false false false false false false false false false false false false false false false Audrey L Congdon Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec 1.0 0 0 0 David S Congdon Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres, Dir, Treas 1.0 0 0 0 Earl Congdon Foundation Source 501 Silverside Rd Wilmington DE 198091377 Chair, Dir 1.0 0 0 0 Kathryn Congdon Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, VP 1.0 0 0 0 Karen C Pigman Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, VP 1.0 0 0 0 MEGAN YOWELL OGLESBY FOUNDATION SOURCE WILMINGTON DE 198091377 Foundation Person 25.0 60000 16547 Foundation Source 55 Walls Drive 3rd fl FAIRFIELD CT 06824 administrative 113037 crossroads consulting services llc 7901 4th street north ste 206 ST PETERSBURG FL 33702 philanthropic 55000 0 TO FUND OPERATIONAL AND CAPITAL EXPENSES RELATED TO CONGDON YARDS - A COMMUNITY GATHERING SPACE IN HIGH POINT, NORTH CAROLINA. 3500000 3500000 42839190 9284182 155269 52278641 0 52278641 784180 51494461 2574723 2574723 224933 224933 2349790 2349790 2349790 3751376 3500000 17563788 0 0 24815164 0 24815164 2349790 2018 2017 2016 3341858 4803826 9130528 17276212 24815164 2349790 22465374 39741586 0 39741586 3341858 4803826 9130528 22465374 David S Congdon Earl Congdon Kathryn Congdon X BOYS & GIRLS CLUB OF GREATER HIGH POINT INC PO BOX 2834 HIGH POINT NC 27261 N/A PC General & Unrestricted 7500 FAMILY SERVICE OF THE PIEDMONT INC 902 BONNER DR JAMESTOWN NC 27282 N/A PC General & Unrestricted 33500 GIRL SCOUTS CAROLINAS PEAKS TO PIEDMONT INC 8818 W MARKET ST COLFAX NC 27235 N/A PC Keyauwee Program Center: looking to the future capital improvements fund 250000 GREATER HIGH POINT FOOD ALLIANCE 815 PHILLIPS AVE HIGH POINT NC 27262 N/A PC General & Unrestricted 43713 GUILFORD EDUCATION ALLIANCE INC 311 POMONA DR STE E GREENSBORO NC 27407 N/A PC High Point Schools 30000 HIGH POINT COMMUNITY FOUNDATION PO BOX 5166 HIGH POINT NC 27262 N/A PC Say Yes to Education Guilford Initiative 400000 HIGH POINT REGIONAL HEALTH FOUNDATION 601 N ELM ST HIGH POINT NC 27262 N/A SO I COVID-19 Response Fund 100000 HIGH POINT UNIVERSITY 1 UNIVERSITY PKWY HIGH POINT NC 27268 N/A PC General & Unrestricted 36524 MACEDONIA FAMILY RESOURCE CENTER INC 1225 CHESTNUT DR HIGH POINT NC 27262 N/A PC General & Unrestricted 21000 OPEN DOOR MINISTRIES OF HIGH POINT FOUNDATION INC 908 FOREST HILL DR HIGH POINT NC 27262 N/A SO III FI the Foundation's pledge 100000 SCHOLARSHIP AMERICA PO BOX 215 GLYNDON MN 56547 N/A PC 2020 Earl and Kathryn Congdon Family Foundation Scholarship fund 470000 THE COMMUNITY CLINIC OF HIGH POINT INC 779 N MAIN ST HIGH POINT NC 27262 N/A PC General & Unrestricted 50000 UNITED WAY OF GREATER HIGH POINT INC 815 PHILLIPS AVE HIGH POINT NC 27262 N/A PC General & Unrestricted 20000 WESTCHESTER COUNTRY DAY SCHOOL INC 2045 N OLD GREENSBORO RD HIGH POINT NC 27265 N/A PC General & Unrestricted 241167 WESTCHESTER COUNTRY DAY SCHOOL INC 2045 N OLD GREENSBORO RD HIGH POINT NC 27265 N/A PC Capital Campaign 176662 YOUNG MENS CHRISTIAN ASSOCIATION OF HIGH POINT PO BOX 6258 HIGH POINT NC 27262 N/A PC Carl Chavis YMCA Capital Campaign - for improvements 200000 YOUNG MENS CHRISTIAN ASSOCIATION OF HIGH POINT PO BOX 6258 HIGH POINT NC 27262 N/A PC General & Unrestricted 500000 YOUNG WOMENS CHRISTIAN ASSOCIATION OF HIGH POINT N 155 WESTWOOD AVE HIGH POINT NC 27262 N/A PC Phase 3 Capital Campaign 100000 WESTCHESTER COUNTRY DAY SCHOOL INC 2045 N OLD GREENSBORO RD hIGH pOINT NC 27262 n/a PC GENERAL & UNRESTRICTED (SEE ATTACHED GENERAL EXPLANATION) 289311 YOUNG MENS CHRISTIAN ASSOCIATION OF HIGH POINT PO BOX 6258 high point NC 27262 n/a PC general & unrestricted (see attached general explanation) 201792 3271169 14 54949 14 246296 18 10650716 10951961 10951961 false false false false false false false false false false X X 1 Congdon David S 500 Old Dominion Way Thomasville NC 27360 7999971 X 2 Congdon Earl 20 Harborage Isle Drive Ft Lauderdale FL 33316 3996943 X 3 Congdon Kathryn 20 Harborage Isle Drive Ft Lauderdale FL 33316 3996943 X 4 Earl Congdon 2019 Char Ld Annuity t 3290 Northside parkway 7th fl Atlanta GA 30327 499810 X 5 Kathryn Congdon 2019 Char Ld Annuit 3290 northside parkway 7th fl Atlanta GA 30327 499810 X 1 OLD DOMINION FREIGHT LINES ODFL, 18630 sh. 4003028 2020-02-24 1 OLD DOMINION FREIGHT LINES ODFL, 26300 sh. 3996943 2020-05-07 2 OLD DOMINION FREIGHT LINES ODFL, 26300 sh. 3996943 2020-05-07 3 OLD DOMINION FREIGHT LINES ODFL, 26300 sh. 3996943 2020-05-07 BLDG - 225 N ELM 2020-07-22 1669117 SL 39 17832 0 BLDG-400 W ENGLISH 2019-07-30 5127357 54779 SL 39 131471 0 BLDG-410 W ENGLISH 2018-03-31 3763634 168881 SL 39 96503 0 BLDG IMP-225ELM'20 21370 SL 39 0 0 BLDG IMP-400ENG'20 329834 SL 39 0 0 BLDG IMP-410ENG'20 13161595 SL 39 0 0 BLDG IMP-410 W ENG 2019-12-24 233068 0 SL 39 0 0 LAND - 225 N ELM 2020-07-22 2189403 L 0 LAND-400 W ENGLISH 2019-07-30 2483000 L 0 LAND-410 W ENGLISH 2018-03-31 746867 L 0 BLDG IMP-410 W MLK 192469 SL 39 0 0 0 IN-KIND GRANTS PART I LINE 25 AND PART XV LINE 3A DISTRIBUTIONS OF PROPERTY VALUE AT FAIR MARKET VALUE AT DATE OF DISTRIBUTION METHOD FOR DETERMINING FMV OF SECURITIES: AVERAGE OF HIGH/LOW ON DATE GRANTED TO CHARITY METHOD OF DETERMINING BOOK VALUE OF SECURITIES: COST OF AVERAGE OF HIGH/LOW ON DATE CONTRIBUTED TO FOUNDATION TOTAL FAIR MARKET VALUE OF PROPERTY: $491,103 TOTAL BOOK VALUE OF PROPERTY: $197,056 TOTAL AMOUNT OF GRANTS: $491,103 FORM 990-PF, PART III, LINE 3 - OTHER INCREASES/DECREASES: $294,047 DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: OLD DOMINION FREIGHT LINE UNITS: 1025 DATE OF DISTRIBUTION: 12/16/2020 GRANT RECIPIENT: YOUNG MENS CHRISTIAN ASSOCIATION OF HIGH POINT FMV OF PROPERTY: $201,792 BOOK VALUE OF PROPERTY: $80,955 TOTAL AMOUNT OF GRANT: $201,792 DESCRIPTION OF PROPERTY: OLD DOMINION FREIGHT LINE UNITS: 1470 DATE OF DISTRIBUTION: 12/16/2020 GRANT RECIPIENT: WESTCHESTER COUNTRY DAY SCHOOL INC FMV OF PROPERTY: $289,311 BOOK VALUE OF PROPERTY: $116,101 TOTAL AMOUNT OF GRANT: $289,311 AT INCOME OPPORTUNITIES FUND I 883213 1062319 ATLANTIC TRUST DISC EQTY 512170 651913 CIBC ATLAS ALL CAP GROWTH FUND 600023 696689 CIBC ATLAS INTERNATIONAL GROWT 500000 704720 COHEN & STEERS PREFRRD SECS & 500000 547909 EDGEWOOD GROWTH FUND INSTI 544405 782541 HARDING LOEVNER INSTITUTIONAL 254879 325391 OLD DOMINION FREIGHT LINES 25918178 41236849 VANGUARD SHORT-TERM CORPORATE 766364 786168 VERSUS CAPITAL MULTI MNGR REAL 300000 296301 VERSUS CAPITAL REAL ASSETS FUN 300000 303071 BLDG IMP-410 W MLK 192469 0 192469 192469 DEPOSIT - 410 W MLK DR PURCHAS 50000 50000 BLDG - 225 N ELM 1669117 17832 1651285 1665431 BLDG-400 W ENGLISH 5127357 186250 4941107 5117000 BLDG-410 W ENGLISH 3763634 265384 3498250 3500000 BLDG IMP-225ELM'20 21370 0 21370 21370 BLDG IMP-400ENG'20 329834 0 329834 329834 BLDG IMP-410ENG'20 13161595 0 13161595 13161595 BLDG IMP-410 W ENG 233068 0 233068 233068 LAND - 225 N ELM 2189403 2189403 2184569 LAND-400 W ENGLISH 2483000 2483000 2483000 LAND-410 W ENGLISH 746867 746867 1000000 General Consultations 40045 40045 PRI - HP CHAMBER 3500000 3500000 Administrative Fees 113037 113037 MONITORING WELL FEES 840 840 Foundation Dues & Memberships 540 540 Insurance Premiums 763 763 REDEVELOPMENT OPTION FEES 30000 30000 Payroll Processing Fees 694 694 Postage/Delivery Service 697 697 Property insurance 6317 6317 Property Maintenance 129255 129255 State or Local Filing Fees 240 240 GRANTS OF PUBLICLY TRADED SECURITIES 294047 SCHOLARSHIP MGMT SERVICES 16770 16770 Investment Management Services 33296 33296 ENGINEERING CONSULTING SRVCS 2500 2500 INSPECTION SERVICES 320 320 PHILANTHROPIC CONSULTING SRVCS 55000 55000 SETTLEMENT FEES 750 750 990-PF Estimated Tax for 2020 167900 990-PF Extension for 2019 70426