2025-11-14T08:36:12-06:00 2024-12-31 882730877 CHERRY BEKAERT ADVISORY LLC 1111 METROPOLITAN AVE STE 900 CHARLOTTE NC 28204 990PF 2024-01-01 562168849 RICHMOND COMMUNITY FOUNDATION RICH 7049734500 220 NORTH TRYON STREET CHARLOTTE NC 28202 ALYSSA FEDERICO CFO OF FFTC 7049734500 2025-11-11 1 1 MELANIE MCPEAK P01346034 7043771678 2024 2025-03-06 01:10:19Z X 36341510 X X 62672 62672 473440 473440 1155654 2155654 1155654 292711 305656 1984477 1997422 0 0 0 4721 0 4721 312247 134676 184976 5983 5983 0 157975 127416 30559 480926 268075 220256 2202240 1735574 2683166 268075 1955830 -698689 1729347 1327171 2699527 2699527 5000 15520 15520 16860020 17906551 17906551 15996851 15690048 15690048 0 29864 29864 34189042 36341510 36341510 13786 36244 200000 667049 213786 703293 X 33975256 35638217 33975256 35638217 34189042 36341510 33975256 -698689 2375489 35652056 13839 35638217 PUBLICLY TRADED SECURITIES 1000000 1000000 0 0 PASSTHROUGH K-1 CAPITAL GAIN/LOSS P 576897 576897 576897 CAPITAL GAINS DIVIDENDS P 578757 578757 578757 1155654 24038 0 24038 0 24038 0 0 0 0 0 X 1325 25363 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 BILL WEBB 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 177571 0 0 36059743 139975 0 36199718 0 0 36199718 542996 35656722 1782836 1782836 24038 24038 1758798 0 1758798 0 1758798 1955830 0 1955830 1758798 1615318 0 0 1955830 1615318 0 0 340512 0 0 0 0 0 0 0 0 1418286 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 BAPTIST CHILDREN'S HOMES OF NORTH CAROLINA INC PO BOX 338 THOMASVILLE NC 273610338 N/A PC GENERAL SUPPORT 1500 BOY SCOUTS OF AMERICA - CENTRAL NC COUNCIL PO BOX 250 ALBEMARLE NC 280020250 N/A PC GENERAL SUPPORT 5000 CITY OF HAMLET PO BOX 1229 HAMLET NC 28345 N/A GOV GENERAL SUPPORT 210000 FIRSTHEALTH OF THE CAROLINAS INC 925 S LONG DRIVE ROCKINGHAM NC 28379 N/A PC GENERAL SUPPORT 477334 FOUNDATION OF FIRSTHEALTH INC 150 APPLECROSS ROAD PINEHURST NC 28374 N/A PC GENERAL SUPPORT 200000 HABITAT FOR HUMANITY OF THE NC SANDHILLS INC 2268 NC HWY 5 ABERDEEN NC 28315 N/A PC GENERAL SUPPORT 100000 HAMLET HISTORIC DEPOT INC 2 MAIN STREET HAMLET NC 28348 N/A PC GENERAL SUPPORT 80000 HOSPITALITY HOUSE OF CHARLOTTE 1400 SCOTT AVENUE CHARLOTTE NC 28203 N/A PC GENERAL SUPPORT 25000 HYGIENE BOX INC PO BOX 11811 CHARLOTTE NC 28220 N/A PC GENERAL SUPPORT 3000 LEAK STREET ALUMNI INC PO BOX 2252 ROCKINGHAM NC 28380 N/A PC GENERAL SUPPORT 396240 MAKE-A-WISH FOUNDATION OF CENTRAL AND WESTERN NC 217 E TREMONT AVENUE CHARLOTTE NC 28203 N/A PC GENERAL SUPPORT 7500 MINERAL SPRINGS ELEMENTARY SCHOOL 1426 GREEN LAKE ROAD ELLERBE NC 28338 N/A PC GENERAL SUPPORT 100000 PEE DEE CRISIS PREGNANCY CENTER 202 S LAWRENCE STREET ROCKINGHAM NC 28379 N/A PC GENERAL SUPPORT 100000 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 22000 SENIOR GAMES OF RICHMOND COUNTY PO BOX 518 ROCKINGHAM NC 28380 N/A PC GENERAL SUPPORT 6000 1735574 0 14 62672 14 473440 18 1155654 K-1 PASSTHROUGH INCOME 525990 -17201 14 305656 REFUND 01 4256 -17201 2001678 0 1984477 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION FEE 4721 0 4721 AMERICAN FUNDS CAPITAL INCOME BUILDER FUND CL F2 N/L 1425800 1425800 AMERICAN FUNDS EUROPACIFIC GROWTH FUND CL F2 N/L 1423451 1423451 AMERICAN FUNDS FUNDAMENTAL INVESTORS FUND CL F2 N/L 1927581 1927581 AMERICAN FUNDS GROWTH FUND OF AMERICA FUND CL F2 N/L 1728143 1728143 AMERICAN FUNDS SMALLCAP WORLD FUND CL F2 N/L 218587 218587 FIDELITY ADVISOR STRATEGIC INCOME FUND CLASS I 700267 700267 HARBOR CAPITAL APPRECIATION FUND INSTL CL N/L 692960 692960 INVESCO MAIN STREET FUND CL Y N/L 960008 960008 INVESCO OPPENHEIMER INTL GROWTH FD CL Y N/L 896231 896231 ISHARES TR CORE S&P SCP ETF 230440 230440 JANUS HENDERSON FLEXIBLE BOND FUND I 814028 814028 LOOMIS SAYLES INVESTMENT GRD BOND CLS Y 673362 673362 LORD ABBETT SHORT DURATION INCOME FUND 571816 571816 PIMCO TOTAL RETURN FUND INSTITUTIONAL CLASS 400329 400329 PRINCIPAL HIGH YIELD FUND INSTL SHARES N/L 436350 436350 SPDR PORTFOLIO S&P 500 ETF 275760 275760 TOUCHSTONE SANDS CAPITAL SELECT GROWTH FD INSTL CL N/L 535766 535766 VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW 3071217 3071217 VANGUARD MID-CAP ETF 924455 924455 DIVERSIFIED LONG-TERM GROWTH POOL - FFTC FMV 15690048 15690048 DUE TO/FROM 29864 29864 PRIOR PERIOD ADJUSTMENT 13839 BANK FEES 1339 1339 0 BOARD AND COMMITTEE EXPENSES 25561 0 25561 INSURANCE 4350 0 4350 K-1 PASSTHROUGH EXPENSES 126077 126077 0 POSTAGE EXPENSE 554 0 554 PROGRAM EXPENSE 94 0 94 K-1 PASSTHROUGH INCOME 288455 305656 288455 REFUND 4256 4256 UNREALIZED CHANGE IN VALUE OF INVESTMENTS 2375489 ADMINISTRATIVE FEES 177571 0 184976 INVESTMENT MANAGEMENT FEES 134676 134676 0 FOREIGN TAX 5983 5983 0