CAPTRUST COMMUNITY FOUNDATION INC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
CAPTRUST COMMUNITY FOUNDATION INC (EIN 20-8715100)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-07-15
IRS object ID
202111969349300641
Schema version
2020v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-07-15T11:32:03-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN561965804PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1THOMAS JUDY & TUCKER PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14700 FALLS OF NEUSE ROADAddressLine1Txt
CityRALEIGHCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27609ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN208715100EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CAPCOMMUNITY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCAPCBusinessNameControlTxt
Phone9198706822PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14208 SIX FORKS ROAD NO 1700AddressLine1Txt
CityRALEIGHCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27609ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAPRIL WINTERSPersonNm
Person TitleFINANCE COMMITTEE CHAIRPersonTitleTxt
Phone9198706822PhoneNum
Signature2021-07-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstAPRILPersonFirstNm
Person LastWINTERSPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHALEY J MYERS CPAPreparerPersonNm
PTINP01242713PTIN
Phone9195717055PhoneNum
Preparation2021-07-15PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerAPRIL WINTERSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14208 SIX FORKS RD 1700AddressLine1Txt
CityRALEIGHCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27609ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$4,916,597GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.CAPTRUSTCOMMUNITYFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2007FormationYr
Legal Domicile StateNCLegalDomicileStateCd
Activity Or MissionCAPTRUST COMMUNITY FOUNDATION, INC. SUPPORTS LOCAL AND NATIONAL CHARITIES, PARTICULARLY THOSE THAT FOCUS ON ENRICHING THE LIVES OF CHILDREN IN THE COMMUNITIES WE SERVE.ActivityOrMissionDesc
Voting Members Governing Body20VotingMembersGoverningBodyCnt
Voting Members Independent20VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers245TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$315,812PYContributionsGrantsAmt
CY Contributions Grants$4,576,331CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$0PYInvestmentIncomeAmt
CY Investment Income$183,124CYInvestmentIncomeAmt
PY Other Revenue$60,452PYOtherRevenueAmt
CY Other Revenue$41,439CYOtherRevenueAmt
PY Total Revenue$376,264PYTotalRevenueAmt
CY Total Revenue$4,800,894CYTotalRevenueAmt
PY Grants And Similar Paid$273,455PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$918,508CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$4,257CYTotalFundraisingExpenseAmt
PY Other Expenses$41,205PYOtherExpensesAmt
CY Other Expenses$47,141CYOtherExpensesAmt
PY Total Expenses$314,660PYTotalExpensesAmt
CY Total Expenses$965,649CYTotalExpensesAmt
PY Revenues Less Expenses$61,604PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$3,835,245CYRevenuesLessExpensesAmt
Total Assets BOY$126,177TotalAssetsBOYAmt
Total Assets EOY$4,129,917TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$126,177NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$4,129,917NetAssetsOrFundBalancesEOYAmt
MissionCAPTRUST COMMUNITY FOUNDATION, INC. SUPPORTS LOCAL AND NATIONAL CHARITIES, PARTICULARLY THOSE THAT FOCUS ON ENRICHING THE LIVES OF CHILDREN IN THE COMMUNITIES WE SERVE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$942,508ExpenseAmt
Grant$918,508GrantAmt
DescTO ENRICH THE LIVES OF CHILDREN IN THE COMMUNITIES WE SERVE.Desc
Total Program Service Expenses$942,508TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document1IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members20GoverningBodyVotingMembersCnt
Independent Voting Member20IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1APRIL WINTERSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9198706822PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14208 SIX FORKS ROAD NO 1700AddressLine1Txt
CityRALEIGHCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27609ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
JUSTIN GARTMAN
BOARD MEMBER1.00Yes (X)$0$0$0
LINDA MCBRAYER
BOARD MEMBER1.00Yes (X)$0$0$0
AJ MORRIS
BOARD MEMBER1.00Yes (X)$0$0$0
RAY WHITE
VICE PRESIDENT1.00Yes (X)$0$0$0Yes (X)
TIFFANY LAREW
PRESIDENT1.00Yes (X)$0$0$0Yes (X)
TODD JONES
BOARD MEMBER1.00Yes (X)$0$0$0
ALEX BADGER
BOARD MEMBER1.00Yes (X)$0$0$0
JESSICA JOHNSON
BOARD MEMBER1.00Yes (X)$0$0$0
SCOTT WERTHEIM
BOARD MEMBER1.00Yes (X)$0$0$0
VICKEY COLLINS
SECRETARY1.00Yes (X)$0$0$0Yes (X)
APRIL WINTERS
TREASURER1.00Yes (X)$0$0$0Yes (X)
DAVID WAHLEN
BOARD MEMBER1.00Yes (X)$0$0$0
PHILIP D'UNGER
BOARD MEMBER1.00Yes (X)$0$0$0
JOHN CURRY
BOARD MEMBER1.00Yes (X)$0$0$0
MELISSA COLLEY
BOARD MEMBER1.00Yes (X)$0$0$0
GREG DELAGE
BOARD MEMBER1.00Yes (X)$0$0$0
RHONDA DOWNUM
BOARD MEMBER1.00Yes (X)$0$0$0
KIM GRIGGS-MURRAY
BOARD MEMBER1.00Yes (X)$0$0$0
MARY HIME
BOARD MEMBER1.00Yes (X)$0$0$0
CHERYL WICKHAM
BOARD MEMBER1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$4,576,331AllOtherContributionsAmt
Noncash Contributions$176,693NoncashContributionsAmt
Total Contributions$4,576,331TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,633TotalRevenueColumnAmt
Exclusion$6,633ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$285,465SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$108,974SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$176,491SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$176,491TotalRevenueColumnAmt
Exclusion$176,491ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$48,168FundraisingGrossIncomeAmt
Fundraising Direct Expenses$6,729FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$41,439TotalRevenueColumnAmt
Exclusion$41,439ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,800,894TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$224,563ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$918,508TotalAmt
Program Services$918,508ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$3,000TotalAmt
Management And General$3,000ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$130TotalAmt
Management And General$130ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$4,160TotalAmt
Fundraising$4,160FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$14,479TotalAmt
Management And General$14,479ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$24,236TotalAmt
Program Services$24,000ProgramServicesAmt
Management And General$236ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$662TotalAmt
Management And General$662ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
TAXES AND LICENSES$377$377
CONTRIBUTION EXPENSE$97$97

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$965,649TotalAmt
Program Services$942,508ProgramServicesAmt
Management And General$18,884ManagementAndGeneralAmt
Fundraising$4,257FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$126,177BOYAmt
EOY$578,604EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
EOY$2,268,750EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
EOY$1,391EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
EOY$1,281,172EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$126,177BOYAmt
EOY$4,129,917EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$126,177BOYAmt
EOY$4,129,917EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$126,177BOYAmt
EOY$4,129,917EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$126,177BOYAmt
EOY$4,129,917EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$3,835,245ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$168,495NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$250,299CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$317,834CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$403,148CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$416,161CurrentTaxYearMinus1YearAmt
Current Tax Year$4,624,498CurrentTaxYearAmt
Total$6,011,940TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$250,299CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$317,834CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$403,148CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$416,161CurrentTaxYearMinus1YearAmt
Current Tax Year$4,624,498CurrentTaxYearAmt
Total$6,011,940TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$2,194,972SubstantialContributorsTotAmt
Public Support Total170$3,816,968PublicSupportTotal170Amt
Total Support$6,011,940TotalSupportAmt
Public Support CY1700.63490PublicSupportCY170Pct
Public Support PY1700.65290PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
CAPTRUST INVESTMENT ACCOUNT - MUTUAL FUNDS$1,174,103F
CAPTRUST INVESTMENT ACCOUNT - EXCHANGE TRADED PRODUCTS$107,069F
FieldValueIRS element (for citing)
Total Book Value Securities$1,281,172TotalBookValueSecuritiesAmt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1FUN RUNEvent1Nm
Gross Receipts Event1$37,395GrossReceiptsEvent1Amt
Gross Revenue Event1$37,395GrossRevenueEvent1Amt
Event2AUCTIONEvent2Nm
Gross Receipts Event2$9,369GrossReceiptsEvent2Amt
Gross Revenue Event2$9,369GrossRevenueEvent2Amt
Other Events Total2OtherEventsTotalCnt
Gross Receipts Total$46,764GrossReceiptsTotalAmt
Gross Revenue Total Events$46,764GrossRevenueTotalEventsAmt
Net Income Summary$46,764NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (52 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
TEAMSMILE INC
2000 SWIFT STREETNORTH KANSAS CITYMO64116753250075501(C)(3)$100,000TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION
PARKLAND CARES FOOD PANTRY
5074 KERNSVILLE ROAD UNIT 4OREFIELDPA18069830559064501(C)(3)$25,000TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION
RESPITE CARE OF SAN ANTONIO INC
PO 12633 605 BELKNAP PLSAN ANTONIOTX78212742467770501(C)(3)$25,000TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION
NOTE IN THE POCKET
9650 STRICKLAND ROAD SUITE 103-168RALEIGHNC27615462574332501(C)(3)$25,000TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION
SECOND HARVEST FOOD BANK OF GREATER NEW ORLEANS AND ACADIANA
215 EAST PINHOOK ROADLAFAYETTELA70501720956468501(C)(3)$5,000TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION
TABLE TO TABLE
840 S CAPITOL STREETIOWA CITYIA52240421457219501(C)(3)$5,000TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION
CLAYTON FIREFIGHTERS ASSOCIATION
PO BOX 155CLAYTONNC27528113691407501(C)(3)$5,000TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION
DURHAM RESCUE MISSION
PO BOX 11858DURHAMNC27703581482590501(C)(3)$10,000TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION
FULLY EQUIPPED
3699 MYERSVILLE RDUNIONTOWNOH44685821833074501(C)(3)$10,000TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION
VALLEY YOUTH HOUSE
3400 HIGH POINT BLVDBETHLEHEMPA18017237178820501(C)(3)$10,000TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION
MUST MINISTRIES
PO BOX 1717MARIETTAGA30061582034725501(C)(3)$10,000TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION
CENTRAL TEXAS FOOD BANK
6500 METROPOLIS DRIVEAUSTINTX78744742217350501(C)(3)$10,000TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION
BETHLEHEM EMERGENCY SHELTERING
75 E MARKET STBETHLEHEMPA18018455235845501(C)(3)$10,000TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION
FIRST LIGHT SHELTER
2230 FOURTH AVEBIRMINGHAMAL35203631197189501(C)(3)$10,000TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION
THE GREATER BOSTON FOOD BANK
70 SOUTH BAY AVEBOSTONMA02118042717782501(C)(3)$10,000TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION
ALEXANDER YOUTH NETWORK
6220 THERMAL ROADCHARLOTTENC28211560554413501(C)(3)$10,000TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION
FOOD BANK OF NORTHWEST INDIANA
6490 BROADWAYMERRILLVILLEIN46410351528285501(C)(3)$10,000TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION
CINCINNATI FREESTORE FOODBANK
1141 CENTRAL PARKWAYCINCINNATIOH45202237122205501(C)(3)$10,000TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION
UNITED WAY OF CENTRAL MISSOURI
205 ALAMEDA DRJEFFERSON CITYMO65109200246588501(C)(3)$10,000TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION
COASTAL BEND COMMUNITY FOUNDATION FOR THE COASTAL BEND FOOD BANK
555 CARANCAHUA ST 900CORPUS CHRISTITX78401742190039501(C)(3)$10,000TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION
VOGEL ALCOVE
1738 GANO STDALLASTX75315752133827501(C)(3)$10,000TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION
GREATER DAYTON UNION CO-OP INITIATIVE
840 GERMANTOWN STREETDAYTONOH45402813470466501(C)(3)$10,000TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION
YOUTH HOMES OF MID-AMERICA
PO BOX 39JOHNSTONIA50131420680439501(C)(3)$10,000TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION
SOUTH OAKLAND SHELTER
18505 W 12 MILE RDLATHRUP VILLAGEMI48076382847849501(C)(3)$10,000TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION
HAND2HAND
2900 BALDWIN STHUDSONVILLEMI49426272973348501(C)(3)$10,000TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION
GREEN GOOD NEIGHBORS
PO BOX 155GREENOH44232346560957501(C)(3)$10,000TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION
OUT OF THE GARDEN PROJECT
PO BOX 4331GREENSBORONC27404272772988501(C)(3)$10,000TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION
HOMES WITH HOPE
59 MYRTLE AVEWESTPORTCT06880222534326501(C)(3)$10,000TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION
OUR COMMUNITY PLACE
17 EAST JOHNSON STREETHARRISONBURGVA22802541835664501(C)(3)$10,000TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION
HOUSTON FOOD BANK
535 PORTWALL STREETHOUSTONTX77029742181456501(C)(3)$10,000TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION
BROTHER DAN'S FOOD PANTRY
3270 VILLAGE HARBOR DRBAY HARBORMI49970381415405501(C)(3)$10,000TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION
ISLAND HARVEST
15 GRUMMAN RD WEST SUITE 1450BETHPAGENY11714113136350501(C)(3)$10,000TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION
ROCKBRIDGE AREA RELIEF ASSOCIATION
PO BOX 640LEXINGTONVA24450237303807501(C)(3)$10,000TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION
HARBOR HOUSE
430 E AVENIDA DE LOS ARBOLES SUITETHOUSAND OAKSCA91360384100881501(C)(3)$10,000TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION203A
MEALS ON WHEELS OF GREATER LYNCHBURG
605 CLAY STREETLYNCHBURGVA24504237399875501(C)(3)$10,000TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION
THE 30-DAYS FOUNDATION
8014 OLSON MEMORIAL HWY 195GOLDEN VALLEYMN55427273971655501(C)(3)$10,000TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION
MERCY HOUSE
2412 COUNCIL STREETMONTGOMERYAL36108831344245501(C)(3)$10,000TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION
RONALD MCDONALD HOUSE CHARITIES OF CENTRAL FLORIDA
1030 N ORANGE AVE SUITE 105ORLANDOFL32801593211250501(C)(3)$10,000TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION
THE CHILDREN'S HOME SOCIETY OF NEW JERSEY
635 SOUTH CLINTON AVETRENTONNJ08611210634966501(C)(3)$10,000TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION
CATHOLIC CHARITIES MAINE
PO BOX 10660PORTLANDME04104010280225501(C)(3)$10,000TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION
FEEDMORE OF CENTRAL VIRGINIA
1415 RHOADMILLER STREETRICHMONDVA23220541150923501(C)(3)$10,000TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION
UNITED WAY OF THE INLAND VALLEY - OLIVE CREST-RIVERSIDE
9624 HERMOSA AVENUERANCHO CUCAMONGACA91730951742174501(C)(3)$10,000TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION
BRADLEY FREE CLINIC
1240 3RD ST SWROANOKEVA24016237380491501(C)(3)$10,000TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION
FOR THE KIDS
825 NORTH 300 WEST SUITE C-139SALT LAKE CITYUT84103812933767501(C)(3)$10,000TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION
FAMILY SERVICES
702 SAN PEDROSAN ANTONIOTX78212741117341501(C)(3)$10,000TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION
SHEPHERD'S GATE
1660 PORTOLA AVELIVERMORECA94551942902803501(C)(3)$10,000TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION
UNITY SHOPPE
1209 STATE STSANTA BARBARACA93101770391064501(C)(3)$10,000TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION
VISTA MARIA
20651 WEST WARREN STREETDEARBORN HEIGHTSMI48127381359262501(C)(3)$10,000TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION
METROPOLITAN MINISTRIES
2002 N FLORIDA AVETAMPAFL33602591477007501(C)(3)$10,000TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION
SUSSEX COUNTY CRISIS HOUSING SERVICES INC
204 EAST NORTH STREETGEORGETOWNDE19947510257434501(C)(3)$10,000TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION
NOURISH NC
PO BOX 3235WILMINGTONNC28401271439138501(C)(3)$10,000TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION
INTEGRATED FAMILY COMMUNITY SERVICES
3370 S IRVING STENGLEWOODCO80110840579740501(C)(3)$10,000TO PROVIDE FUNDS TO SUPPORT THE ORGANIZATION

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE 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.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution6ContributionCnt
Noncash Contributions Rpt F990$176,693NoncashContributionsRptF990Amt
Method Of Determining RevenuesQUOTED STOCK PRICEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 WAS PRESENTED TO ALL BOARD MEMBERS AND APPROVED PRIOR TO FILING THE CURRENT TAX YEAR.
FORM 990, PART VI, SECTION B, LINE 12CTHE 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 19OUR RECORDS ARE AVAILABLE TO ANYONE WHO REQUESTS TO SEE THEM.

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