2016-03-14T13:16:01-05:00 2014-06-30 420714325 RSM US LLP 230 N ELM ST STE 1100 GREENSBORO NC 27401 990 2013-07-01 561380796 TRIANGLE COMMUNITY FOUNDATION INC TRIA 9194748370 324 BLACKWELL STREET SUITE 1220 DURHAM NC 27701 LORI O'KEEFE PRESIDENT/CEO 9194748370 2016-03-07 ADRIENNE MCKINNEY P00819656 3362724551 2013 2016-08-17 19:52:53Z X LORI O'KEEFE 324 BLACKWELL STREET SUITE 1220 DURHAM NC 27701 33273964 0 X WWW.TRIANGLECF.ORG X 1983 NC TRIANGLE COMMUNITY FOUNDATION CONNECTS PHILANTHROPIC RESOURCES WITH COMMUNITY NEEDS, CREATES OPPORTUNITY FOR ENLIGHTENED CHANGES AND ENCOURAGES PHILANTHROPY AS A WAY OF LIFE. 18 18 18 33 0 -107602 16927574 20809645 0 0 16608850 12217839 479808 236760 34016232 33264244 13340417 14933375 0 0 1626305 1502369 0 0 539522 753711 922001 15720433 17357745 18295799 15906499 156504905 185230549 8640501 12586944 147864404 172643605 TRIANGLE COMMUNITY FOUNDATION CONNECTS PHILANTHROPIC RESOURCES WITH COMMUNITY NEEDS, CREATES OPPORTUNITY FOR ENLIGHTENED CHANGES AND ENCOURAGES PHILANTHROPY AS A WAY OF LIFE. 0 0 14973634 14933375 TRIANGLE COMMUNITY FOUNDATION CONNECTS PHILANTHROPIC RESOURCES WITH COMMUNITY NEEDS, CREATES OPPORTUNITY FOR ENLIGHTENED CHANGE AND ENCOURAGES PHILANTHROPY AS A WAY OF LIFE. 770363 PHILANTHROPIC EVENTS - PHILANTHROPIC EVENTS INCLUDE: DONOR EDUCATION FORUMS; CAPACITY BUILDINGS WORKSHOPS FOR NONPROFITS. 115112 SPECIAL SERVICES - SERVICES TO AREA NON-PROFITS INCLUDE: MEETINGS WITH THE FOUNDATION'S PRESIDENT; NON-PROFIT CAPACITY BUILDING; NETWORKING; AND TRAININGS. 15859109 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 1 0 1 0 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 19 0 1 18 1 0 0 0 0 0 1 1 1 3 0 0 0 0 0 0 X 18 18 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X ROBERT NAYLOR 9194748370 324 BLACKWELL STREET SUITE 1220 DURHAM NC 27701 C PERRY COLWELL MEMBER 0.50 X 0 0 0 EASTER MAYNARD MEMBER 0.50 X 0 0 0 FARAD ALI MEMBER 0.50 X 0 0 0 DIANNE BIRCH MEMBER 0.50 X 0 0 0 RUTH C DZAU MEMBER 0.50 X 0 0 0 TIM C GUPTON MEMBER 0.50 X 0 0 0 RICHARD B GUIRLINGER MEMBER 0.50 X 0 0 0 PAUL B HARRISON MEMBER 0.50 X 0 0 0 MARK A KUHN MEMBER 0.50 X 0 0 0 PAT NATHAN MEMBER 0.50 X 0 0 0 PETER J MEEHAN MEMBER 0.50 X 0 0 0 MICHAEL J SCHOENFELD MEMBER 0.50 X 0 0 0 PAMELA G SENEGAL MEMBER 0.50 X 0 0 0 JAMES H SPEED JR MEMBER 0.50 X 0 0 0 CARL E THOMPSON SR MEMBER 0.50 X 0 0 0 LACY M PRESNELL III CHAIR 0.50 X X 0 0 0 CECILE NOEL SECRETARY 0.50 X X 0 0 0 JAMES A STEWART TREASURER 0.50 X X 0 0 0 LORI O'KEEFE PRESIDENT 40.00 X 141291 0 26607 ROBERT NAYLOR CFO & DIR. OF ADMIN. 40.00 X 121270 0 25219 ROBIN BAREFOOT LEGAL & POLICY ADVISOR 40.00 X 106501 0 15380 369062 0 67206 3 0 1 0 COLONIAL CONSULTING 750 THIRD AVENUE 20TH FLOOR NEW YORK NY 10017 INVESTMENT MGMT 138593 1 171121 20638524 8893136 20809645 2797955 2797955 9429604 0 9720 9429604 -9720 9419884 9419884 OTHER INCOME 900099 236760 236760 236760 33264244 0 0 12454599 14933375 14933375 1198790 466449 441754 290587 208095 80970 76683 50442 95484 37153 35186 23145 38058 38058 16982 8491 8491 42300 42300 8319 8319 11470 11470 44410 12172 20053 12185 102914 36082 45076 21756 28317 9928 12403 5986 36381 7241 16910 12230 37142 13022 16268 7852 15596 5468 6831 3297 OTHER FUNDS' EXPENSES 249318 87411 109201 52706 SERVICE TO FIELD 74543 74543 SOFTWARE DEVELOPMENT 45605 15989 19975 9641 GSK IMPACT AWARD PROGRA 28678 28678 141968 50628 61606 29734 17357745 15859109 959114 539522 319999 1244560 46519 6604798 10009298 10307753 1581118 791473 826786 789645 81374813 81473324 63927490 84810469 156504905 185230549 101267 68743 379937 427134 8159297 12091067 8640501 12586944 X 137855106 162335852 10009298 10307753 0 147864404 172643605 156504905 185230549 X 15906499 8319169 553533 X 0 1 X 1 0 X 14130752 11796806 14721033 16927574 20638524 78214689 14130752 11796806 14721033 16927574 20638524 78214689 8025905 70188784 2296597 1609249 2716506 2652004 2797955 12072311 84450 10587 479808 407881 982726 91269726 0.76900 0.77320 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 477 19262947 12967444 103877929 1 1 92670899 7621877 13254028 3606888 1368000 108571916 85397341 2779373 9079055 3354481 1230389 92670899 86945883 4299024 -1469194 3775917 602455 85397341 74722418 1956862 14421112 3725514 428995 86945883 73769423 2090234 3310462 3432778 1014923 74722418 1.00000 0 0 1199500 426388 773112 381618 365085 16533 789645 CASH EQUIVALENTS 15485412 F CERTIFICATES OF DEPOSIT 2256223 F ALTERNATIVE INVESTMENTS 66892790 F CASH SURRENDER VALUE OF LIFE INSURANCE POLICY 176044 F 84810469 ASSETS HELD ON BEHALF OF OTHERS 12091067 12091067 X 42146667 8319170 553533 8872703 33273964 -9720 -9720 33264244 17367465 9720 9720 17357745 0 17357745 PART X, LINE 2: MANAGEMENT EVALUATED THE TAX POSITIONS OF THE FOUNDATION AND ITS AFFILIATED SUPPORTING ORGANIZATIONS AND CONCLUDED THAT THE FOUNDATION AND ITS AFFILIATED SUPPORTING ORGANIZATIONS HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THE INCOME TAXES TOPIC OF THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC). WITH FEW EXCEPTIONS, THE FOUNDATION AND ITS AFFILIATED SUPPORTING ORGANIZATIONS ARE NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR FISCAL YEARS 2010 AND PRIOR. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 553,533. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON SALE OF GIFTED ASSETS -9,720. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON SALE OF GIFTED ASSETS 9,720. 1 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 GRANTS TO RECIPIENTS 25348 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 GRANT TO RECIPIENTS 43500 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 GRANT TO RECIPIENTS 41010 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 GRANT TO RECIPIENTS 115000 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA, FASO, 0 0 GRANT TO RECIPIENTS 24050 MIDDLE EAST AND NORTH AFRICA 0 0 GRANT TO RECIPIENTS 61000 SOUTH ASIA 0 0 GRANT TO RECIPIENTS 2166 0 0 0 0 0 0 312074 0 312074 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, PROVIDE ASSISTANCE TO A RESIDENTIAL CARE FACILITY IN TURKS AND CAICOS; TRAILER PROJECT IN EL SALVADOR. 25348 WIRE EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, PROVIDE ASSISTANCE TO AN ORGANIZATION THAT RESCUES GIRLS FROM SEX TRADE AND TRAFFIC; RELIEF EFFORTS IN PHILIPPINES. 43500 WIRE EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM ASSISTANCE FOR PROMOTION OF THE DEVELOPMENT OF HUMANITARIAN PROJECTS AND INITIATIVES 41010 WIRE MIDDLE EAST AND NORTH AFRICA PROVIDE ASSISTANCE TO A CHARITY THAT PROVIDES MICRO-CREDIT LOANS; PROVIDE ASSISTANCE TO AN ORGANIZATION THAT FOSTERS AWARENESS OF INTERCULTURAL DIALOGUE AND PROMOTES PEACE. 61000 WIRE NORTH AMERICA - CANADA AND MEXICO, BUT BUT NOT THE UNITED STATES SUPPORT RAPID RESPONSE INTERVENTION TO PREVENT HOUSING EVICTION AND PROVIDE INTERVENTIONS; SUPPORT THE DICTIONARY OF OLD ENGLISH. 115000 WIRE SUB-SAHARAN AFRICA 61 PROJECT IN KENYA 24050 WIRE 1 0 0 1 0 0 PART I, LINE 2: ORGANIZATION OBTAINS SIGNED GRANT AGREEMENTS FROM THE DONEE ORGANIZATIONS. THE DONEE ORGANIZATIONS THEN PROVIDE TCF WITH FINANCIAL REPORTS AND PROJECT UPDATES. 1 A HELPING HAND 1502 W NC HWY 54 SUITE 405 DURHAM NC 27707 561923835 19000 HUMAN SERVICES ACCORDIA GLOBAL HEALTH FOUNDATION PO BOX 53307 WASHINGTON DC 20009 043774897 164924 DISEASE/RESEARCH ACHIEVEMENT ACADEMY OF DURHAM 400 WEST MAIN ST SUITE 103 DURHAM NC 27701 412167219 9750 EDUCATION ACTION FOR COMMUNITY IN RALEIGH 802 OLD FAYETTVILLE STREET DURHAM NC 27701 202921055 7000 COMMUN/BUS/INDUS AIDS COMMUNITY RESIDENCE ASSOCIATION PO BOX 25265 DURHAM NC 277025265 561609845 9972 DISEASE/RESEARCH ALDERSGATE UNITED METHODIST CHURCH - CHAPEL HILL 105 BRECKENRIDGE PLACE CHAPEL HILL NC 27514 560899222 315000 RELI/SPIRITUALTY ALICE AYCOCK POE CENTER FOR HEALTH EDUCATION 224 SUNNYBROOK ROAD RALEIGH NC 27610 561500678 13193 EDUCATION ALL SAINTS' EPISCOPAL CHURCH 634 W PEACHTREE STREET NW ATLANTA GA 30308 580572411 8000 RELI/SPIRITUALTY ALLIANCE MEDICAL MINISTRY 101 DONALD ROSS DR RALEIGH NC 27610 562168673 26500 HEALTH CARE ALS ASSOCIATION - CAROLINAS JIM CATFISH HUNTER CHAPTER 4 N BLOUNT STREET 2ND FLOOR RALEIGH NC 27601 561609591 13500 DISEASE/RESEARCH ALZHEIMERS NORTH CAROLINA 1305 NAVAHO DRIVE SUITE 101 RALEIGH NC 27609 561501117 7500 HEALTH CARE AMERICAN CANCER SOCIETY - RALEIGH 8300 HEALTH PARK SUITE 10 RALEIGH NC 27615 131788491 5799 DISEASE/RESEARCH AMERICAN CIVIL LIBERTIES UNION OF NC LEGAL FOUNDATION PO BOX 28004 RALEIGH NC 27611 561019644 6500 CIV RTS/SOC ACTN AMERICAN DIABETES ASSOCIATION - RALEIGH 2418 BLUE RIDGE ROAD SUITE 206 RALEIGH NC 27607 131623888 12066 HEALTH CARE AMERICAN FRIENDS SERVICE COMMITTEE DEVELOPMENT UNIT 1501 CHERRY ST PHILADELPHIA PA 19102 231352010 8250 PHILAN/VOL/GRANT AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVE DALLAS TX 75231 135613797 6000 DISEASE/RESEARCH AMERICAN HEART ASSOCIATION 3131 RDU CENTER DR SUITE 100 MORRISVILLE NC 275607687 135613797 15500 DISEASE/RESEARCH AMERICAN HEART ASSOCIATION 3131 RDU CENTER DR SUITE 100 MORRISVILLE NC 275607687 135613797 10000 DISEASE/RESEARCH AMERICAN RED CROSS PO BOX 4002018 DES MOINES IA 503402018 530196605 6369 DISASTER SERVCS AMERICAN RED CROSS 100 NORTH PEARTREE LANE RALEIGH NC 27610 530196605 9250 DISASTER SERVCS AMERICAN SEXUAL HEALTH ASSOC P O BOX 13827 DURHAM NC 27709 942494435 32500 HEALTH CARE APPALACHIAN STATE UNIVERSITY ASU BOX 32068 BOONE NC 28608 561176030 7014 EDUCATION APPALACHIAN STATE UNIVERSITY FOUNDATION ASU PO BOX 32014 BOONE NC 286082014 237099379 101000 EDUCATION ARTSPACE INC 201 E DAVIE ST RALEIGH NC 27601 581450132 10000 ARTS-CULTR-HUMAN ASSOCIATION FOR THE PRESERVATION OF THE ENO RIVER VALLEY INC 4404 GUESS ROAD DURHAM NC 27712 561134204 42500 ENVIRONMENT ATLANTA YOUTH ACADEMIES INC PO BOX 18237 ATLANTA GA 30316 582486405 9000 EDUCATION AUGUSTINE PROJECT (HOLY FAMILY EPISCOPAL CHURCH) 200 HAYES ROAD CHAPEL HILL NC 27517 560786760 20250 EDUCATION AUTISM SOCIETY OF NC 505 OBERLIN ROAD SUITE 230 RALEIGH NC 276051345 237087887 7200 DISEASE/RESEARCH BALD HEAD ISLAND CONSERVANCY INC PO BOX 3109 BALD HEAD ISLAND NC 28461 581574496 43750 ENVIRONMENT BAND TOGETHER P O BOX 6445 RALEIGH NC 276286445 562273756 11500 COMMUN/BUS/INDUS BARTIMAEUS COOPERATIVE MINISTRIES INC PO BOX 328 OAK VIEW CA 93022 954842713 10000 RELI/SPIRITUALTY BEAUFORT HISTORICAL ASSOCIATION 130 TURNER STREET PO BOX 363 BEAUFORT NC 285160363 566075610 15000 ARTS-CULTR-HUMAN BELOVED COMMUNITY CENTER OF GREENSBORO INC P O BOX 875 GREENSBORO NC 27402 561877250 14000 RECREATN/SPORTS BENCHMARK MINISTRIES 200 THORN HOLLOW DRIVE APEX NC 27523 371440336 11000 RELI/SPIRITUALTY BENEVOLENCE FARM PO BOX 1003 CARRBORO NC 27510 263685507 5400 EMPLOYMENT BETH SHALOM 5713 YATES MILL POND RD RALEIGH NC 27606 581574815 8600 RELI/SPIRITUALTY BETH-EL SYNAGOGUE 1004 WATTS ST DURHAM NC 27701 560629337 11805 RELI/SPIRITUALTY BIG BROTHERS BIG SISTERS OF THE TRIANGLE INC 909 AVIATION PARKWAY SUITE 1500 MORRISVILLE NC 27560 562109717 18205 YOUTH DEVELOPMNT BIRTHCHOICE 3820 MERTON DRIVE SUITE 219 RALEIGH NC 27609 237170521 6500 CIV RTS/SOC ACTN BLACKNALL MEMORIAL PRESBYTERIAN CHURCH 1902 PERRY ST DURHAM NC 27705 33772 RELI/SPIRITUALTY BOOK HARVEST 5802 BRISBANE DRIVE CHAPEL HILL NC 27514 452610533 5750 EDUCATION BOTANICAL GARDENS FOUNDATION INC UNC AT CHAPEL HILL CB 3375 CHAPEL HILL NC 275993375 566076622 43800 ENVIRONMENT BOY SCOUTS OF AMERICA 3231 ATLANTIC AVENUE RALEIGH NC 276041675 560529984 89700 YOUTH DEVELOPMNT BOYS AND GIRLS CLUB OF COASTAL CAROLINA PO BOX 1514 MOREHEAD CITY NC 28557 311516947 11000 YOUTH DEVELOPMNT BOYS AND GIRLS CLUB OF EASTERN PIEDMONT PO BOX 1788 PITTSBORO NC 27312 260100585 30916 YOUTH DEVELOPMNT BOYS AND GIRLS CLUB OF WAKE COUNTY 701 N RALEIGH BLVD RALEIGH NC 27610 560863051 129245 YOUTH DEVELOPMNT BOYS AND GIRLS CLUBS OF NORTH CENTRAL NORTH CAROLINA 943 WEST ANDREWS AVE SUITE O HENDERSON NC 27536 562525793 10000 YOUTH DEVELOPMNT BRIDGE II SPORTS 4122 BENNETT MEMORIAL RD SUITE 109 DURHAM NC 27705 208577055 6500 RECREATN/SPORTS BROOKS AVENUE CHURCH OF CHRIST 700 BROOKS AVE RALEIGH NC 27607 566085964 100000 RELI/SPIRITUALTY BURBANK FREEWILL BAPTIST CHURCH 122 BURBANK ROAD ROAN MOUNTAIN TN 37687 100006486 10000 RELI/SPIRITUALTY CAMP CORRAL 5151 GLENWOOD AVENUE RALEIGH NC 27612 453555807 27000 YOUTH DEVELOPMNT CAMP SEA GULL - CAMP SEAFARER DEVELOPMENT OFFICE 218 SEA GULL LANDING ARAPAHOE NC 28510 560591307 20000 RECREATN/SPORTS CAMPBELL UNIVERSITY PO BOX 116 BUIES CREEK NC 27506 560529940 25000 EDUCATION CAMPUS CRUSADE FOR CHRIST INTERNATIONAL ATTN CONTRIBUTIONS P O BOX 628222 ORLANDO FL 328328222 330863088 10100 RELI/SPIRITUALTY CAROL WOODS CHARITABLE FUND INC 750 WEAVER DAIRY ROAD CHAPEL HILL NC 275141502 204262143 9028 HOUSING CAROLINA BALLET INC 3401 ATLANTIC AVE SUITE 131 RALEIGH NC 27604 561445383 254500 ARTS-CULTR-HUMAN CAROLINA FRIENDS SCHOOL 4809 FRIENDS SCHOOL ROAD DURHAM NC 27705 560812560 751575 EDUCATION CAROLINA PERFORMING ARTS - UNC- CHAPEL HILL 134 EAST FRANKLIN STREET CB 3233 CHAPEL HILL NC 275993233 566001393 32750 ARTS-CULTR-HUMAN CAROLINA TIGER RESCUE 1940 HANKS CHAPEL RD PITTSBORO NC 27312 561522499 8500 ANIMAL-RELATED CAROLINAS COUNCIL OF HOUSING PO BOX 282 FARMVILLE NC 27828 561023426 8684 HOUSING CAROLINAS GATEWAY PARTNERSHIP INC 427 FALLS ROAD ROCKY MOUNT NC 278044808 561931327 10000 COMMUN/BUS/INDUS CARYING PLACE PO BOX 622 CARY NC 27512 582425452 6000 HOUSING CASE WESTERN RESERVE UNIVERSITY OFFICE OF DEVELOPMENT 10900 EUCLID AVE CLEVELAND OH 441067008 341018992 50000 EDUCATION CATHOLIC CHARITIES OF THE DIOCESE OF RALEIGH 3000 HIGHWOODS BLVD SUITE 128 RALEIGH NC 27604 560529943 32410 HUMAN SERVICES CATHOLIC DIOCESE OF RALEIGH 7200 STONEHENGE DRIVE RALEIGH NC 27613 560591293 36050 RELI/SPIRITUALTY CATHOLIC RELIEF SERVICES PO BOX 17090 BALTIMORE MD 212037090 135563422 6000 DISASTER SERVCS CENTER FOR CHILD AND FAMILY HEALTH NC 411 WEST CHAPEL HILL STREET SUITE 908 DURHAM NC 27701 581446309 28450 CRIME AND LEGAL CENTER FOR HEALTH POLICY AND INEQUALITIES RESEARCH DUKE UNIVERSITY CB 90392 DURHAM NC 27705 560532129 13800 EDUCATION CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES INC 1800 K ST NW WASHINGTON DC 20006 521501082 25000 INTERNATIONAL CENTER FOR VOLUNTEER CAREGIVING 1150 SOUTHEAST MAYNARD ROAD SUITE 210 CARY NC 27511 582067482 45500 HUMAN SERVICES CENTRAL CAROLINA COMMUNITY COLLEGE FOUNDATION 1105 KELLY DR SANFORD NC 27330 561644218 21427 EDUCATION CENTRAL PARK SCHOOL FOR CHILDREN 724 FOSTER ST DURHAM NC 27701 043636336 82765 EDUCATION CHAMBER ORCHESTRA OF THE TRIANGLE 1213 E FRANKLIN STREET CHAPEL HILL NC 27514 561610461 14843 ARTS-CULTR-HUMAN CHAPEL HILL-CARRBORO PUBLIC SCHOOL FOUNDATION PO BOX 877 CARRBORO NC 27510 561421977 9950 EDUCATION CHAPEL HILL-CARRBORO YMCA 980 MARTIN LUTHER KING JR BLVD CHAPEL HILL NC 27514 560899075 27762 HUMAN SERVICES CHAPEL OF THE CROSS 304 E FRANKLIN ST CHAPEL HILL NC 27514 560623934 93000 RELI/SPIRITUALTY CHARLES HOUSE ASSOCIATION 109 HILLCREST ST CARRBORO NC 27510 581582881 10000 HUMAN SERVICES CHATHAM CO COUNCIL ON AGING PO BOX 715 PITTSBORO NC 27312 561084260 7500 HUMAN SERVICES CHATHAM CO SCHOOLS - CAUSE CHATHAM ACTIVITIES UNITED SUMMER ENRICHMENT 234 CROSS SCHOOL ROAD SILER CITY NC 27344 15000 EDUCATION CHATHAM COUNTY LITERACY COUNCIL INC PO BOX 1696 PITTSBORO NC 27312 581870076 9750 EDUCATION CHATHAM EDUCATION FOUNDATION P O BOX 1518 PITTSBORO NC 27312 561796990 12300 EDUCATION CHATHAM HABITAT FOR HUMANITY PO BOX 883 PITTSBORO NC 27312 561689599 18250 HOUSING CHATHAM HOSPITAL PO OX 649 SILER CITY NC 273440649 560611546 12425 HEALTH CARE CHATHAM OUTREACH ALLIANCE (CORA) PO BOX 1326 501 CAMP STREET PITTSBORO NC 27312 561668767 13600 FOOD/AGRI/NUTRIT CHILDREN'S CRANIOFACIAL ASSOCIATION 13140 COIT ROAD SUITE 517 DALLAS TX 75240 752265649 15000 HEALTH CARE CHORAL SOCIETY OF DURHAM 120 MORRIS ST DURHAM NC 27701 566070665 75000 ARTS-CULTR-HUMAN CHRIST BAPTIST CHURCH 400 NEWTON RD RALEIGH NC 27615 562166202 35000 RELI/SPIRITUALTY CHRIST EPISCOPAL CHURCH PO BOX 25759 RALEIGH NC 27611 560530247 5300 RELI/SPIRITUALTY CHURCH OF THE GOOD SHEPHERD 3741 GARRETT ROAD DURHAM NC 27713 581644776 5625 RELI/SPIRITUALTY CHURCH OF THE HOLY FAMILY 200 HAYES ROAD CHAPEL HILL NC 27517 581488733 29500 RELI/SPIRITUALTY CITY OF RALEIGH MUSEUM 220 FAYETTEVILLE STREET SUITE 100 RALEIGH NC 27601 582069400 10000 ARTS-CULTR-HUMAN CIVIL WAR PRESERVATION TRUST 1156 15 ST NW SUITE 900 WASHINGTON DC 20005 541426643 12500 ARTS-CULTR-HUMAN COEBURN PRESBYTERIAN CHURCH P O BOX 1691 COEBURN VA 24230 540647368 11000 RELI/SPIRITUALTY COMMUNITIES IN SCHOOLS OF CHATHAM COUNTY PO BOX 903 SILER CITY NC 27344 581849144 20750 EDUCATION COMMUNITIES IN SCHOOLS OF WAKE COUNTY 971 HARP STREET RALEIGH NC 27604 561704570 109400 EDUCATION COMMUNITY ALTERNATIVES FOR SUPPORTIVE ABODES (CASA) 624 WEST JONES STREET RALEIGH NC 27603 561778714 13300 HOUSING COMMUNITY EMPOWERMENT FUND 133 1/2 EAST FRANKLIN STREET SUITE 104 CHAPEL HILL NC 27514 270428981 7750 COMMUN/BUS/INDUS COMMUNITY INVESTMENT NETWORK 123 WEST MAIN STREET DURHAM NC 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ARTS-CULTR-HUMAN CYSTIC FIBROSIS FOUNDATION 7101 CREEDMOOR ROAD SUITE 130 RALEIGH NC 27613 131930701 15000 DISEASE/RESEARCH DARTMOUTH COLLEGE DEVELOPMENT ALUMNI SERVICES 100 TUCK HALL HANOVER NH 03755 020222111 10000 EDUCATION DAVIDSON COLLEGE BOX 7173 DAVIDSON NC 280357173 560529961 37250 EDUCATION DEEP DISH THEATER COMPANY P O BOX 4382 CHAPEL HILL NC 27515 562262962 5500 ARTS-CULTR-HUMAN DEMOCRACY NC 1821 GREEN STREET DURHAM NC 27705 562271150 31750 CIV RTS/SOC ACTN DOCTORS WITHOUT BORDERS USA INC PO BOX 5030 HAGERSTOWN MD 217415030 133433452 18850 DISASTER SERVCS DONORSCHOOSE 213 WEST 35TH STREET 2ND FLOOR EAST NEW YORK NY 10001 134129457 20000 EDUCATION DOOR INTERNATIONAL PO BOX 602167 CHARLOTTE NC 282602167 562151149 7500 RELI/SPIRITUALTY DRESS FOR SUCCESS TRIANGLE NC 1058 WEST CLUB BLVD SUITE 662 DURHAM NC 27701 262229898 50950 EMPLOYMENT DUKE ALUMNI AND DEVELOPMENT RECORDS BOX 90581 DURHAM NC 277080581 560532129 28185 EDUCATION DUKE CANCER INSTITUTE OFFICE OF DEVELOPMENT DUMC 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COMMUN/BUS/INDUS SOUTHERN DOCUMENTARY FUND 762 NINTH STREET 574 DURHAM NC 27705 752993148 15000 ARTS-CULTR-HUMAN SOUTHERN ENVIRONMENTAL LAW CENTER - HEADQUARTERS 201 W MAIN ST SUITE 14 CHARLOTTESVILLE VA 229025065 521436778 49250 ENVIRONMENT SOUTHERN POVERTY LAW CENTER 400 WASHINGTON AVE MONTGOMERY AL 36104 630598743 9190 CRIME AND LEGAL SOUTHLIGHT HEALTHCARE 3125 POPLARWOOD COURT SUITE 203 RALEIGH NC 27604 560988422 16000 MENTAL HEALTH SOUTHWESTERN MEDICAL FOUNDATION 3963 MAPLE AVENUE SUITE 100 DALLAS TX 75219 750945939 85000 EDUCATION SPCA OF WAKE CO 200 PETFINDER LANE RALEIGH NC 27603 560891732 22250 ANIMAL-RELATED ST ANDREW'S EPISCOPAL CHURCH 301 CIRCLE DR ROCKY MOUNT NC 27804 6500 RELI/SPIRITUALTY ST DAVID'S SCHOOL 3400 WHITE OAK RD RALEIGH NC 27609 237241145 11000 EDUCATION ST JUDE CHILDREN'S RESEARCH HOSPITAL P O BOX 1000 DEPT 142 MEMPHIS TN 381019909 620646012 15250 HEALTHCARE ST MARY'S SCHOOL 900 HILLSBOROUGH ST RALEIGH NC 27603 560532314 10500 EDUCATION ST PAUL'S EPISCOPAL CHURCH 215 ANN STREET BEAUFORT NC 28516 11795 RELI/SPIRITUALTY ST THOMAS MORE CATHOLIC CHURCH 940 CARMICHAEL ST CHAPEL HILL NC 275144203 18500 RELI/SPIRITUALTY STEPUP MINISTRY 1701 OBERLIN ROAD RALEIGH NC 27608 561655255 101250 HUMAN SERVICES STUDENT ACTION WITH FARMWORKERS 1317 W PETTIGREW ST DURHAM NC 27705 561789014 12500 CIV RTS/SOC ACTN STUDENT U 3116 ACADEMY ROAD DURHAM NC 27707 273460491 73000 EDUCATION SUMMIT CHURCH - HOMESTEAD HEIGHTS BAPTIST CHURCH INC 2335-114 PRESIDENTIAL DR DURHAM NC 27703 830398389 128400 RELI/SPIRITUALTY TAMMY LYNN MEMORIAL FOUNDATION 739 CHAPPELL DR RALEIGH NC 27606 560999619 11000 HUMAN SERVICES TEACH FOR AMERICA - EASTERN NC 324 BLACKWELL ST SUITE 1160 DURHAM NC 27701 133541913 6750 EDUCATION TEMPLE BETH OR 5315 CREEDMOOR ROAD RALEIGH NC 27612 10450 RELI/SPIRITUALTY THE ABUNDANCE FOUNDATION 220 LORAX LANE 5 PITTSBORO NC 27312 204327530 30150 FOOD/AGRI/NUTRIT THE ARC OF WAKE COUNTY INC 1300 ST MARYS STREET SUITE 502 RALEIGH NC 27605 560846545 11453 HUMAN SERVICES THE BOSTON FOUNDATION 75 ARLINGTON ST 10TH FLOOR BOSTON MA 02116 042104021 25000 PHILAN/VOL/GRANT THE CONGREGATION AT DUKE UNIVERSITY CHAPEL BOX 90974 DURHAM NC 27708 561472890 10250 RELI/SPIRITUALTY THE CONSERVATION FUND 1655 N FORT MYER DRIVE ARLINGTON VA 22209 521388917 11500 ENVIRONMENT THE DEMOCRACY PROJECT II 434 FAYETTEVILLE STREET SUITE 2020 RALEIGH NC 27601 274842013 40000 CRIME AND LEGAL THE FIRST TEE OF THE TRIANGLE 5560 MUNFORD ROAD SUITE 201 RALEIGH NC 27612 562266025 11500 YOUTH DEVELOPMNT THE FOUNDATION OF HOPE FOR RESEARCH & TREATMENT OF MENTAL ILLNESS 9401 GLENWOOD AVENUE RALEIGH NC 27617 566246626 11000 MENTAL HEALTH THE GREEN CHAIR PROJECT PO BOX 12761 RALEIGH NC 27605 272323103 10750 HOUSING THE HAMNER INSTITUTES FOR HEALTH SCIENCES P O BOX 12137 SIX DAVIS DRIVE RESEARCH TRIANGLE PARK NC 27709 203692587 10000 SCIENCE/TECHN THE JOHN AVERY BOYS & GIRLS CLUB PO BOX 446 DURHAM NC 27702 566001906 36865 YOUTH DEVELOPMENT THE METHODIST HOME FOR CHILDREN INC 1041 WASHINGTON STREET RALEIGH NC 27605 560547482 22750 HUMAN SERVICES THE MIRACLE LEAGUE OF THE TRIANGLE INC P0 BOX 4193 CARY NC 27519 202696836 10000 HUMAN SERVICES THE NATURE CONSERVANCY - NC CHAPTER 334 BLACKWELL STREET SUITE 300 DURHAM NC 27701 530242652 11000 ENVIRONMENT THE TRANSFORMING CENTER P O BOX 374 WARRENVILLE IL 60555 320041715 50000 RELI/SPIRITUALTY TIDES FOUNDATION PO BOX 29903 SAN FRANCISCO CA 94129 510198509 6000 PHILAN/VOL/GRANT TRIANGLE FAMILY SERVICES 3937 WESTERN BLVD SUITE 101 RALEIGH NC 27606 560547491 20250 HUMAN SERVICES TRIANGLE HIGH FIVE REGIONAL PARTNERSHIP 511 CLEVELAND STREET DURHAM NC 27702 201398750 8500 EDUCATION TRIANGLE LAND CONSERVANCY 514 SOUTH DUKE STREET DURHAM NC 27701 581514406 70250 ENVIRONMENT TRIANGLE RADIO READING SERVICE 211 E SIX FORKS ROAD SUITE 103 RALEIGH NC 27609 581528968 27156 HUMAN SERVICES TRINITY ACADEMY 10224 BAILEYWICK ROAD RALEIGH NC 27613 561913131 263500 EDUCATION TRINITY COLLEGE DEVELOPMENT OFFICE 300 SUMMIT ST HARTFORD CT 06106 060646927 55000 EDUCATION TRINITY SCHOOL OF DURHAM & CHAPEL HILL 4011 PICKETT ROAD DURHAM NC 27705 561926923 68500 EDUCATION TROSA 1820 JAMES ST DURHAM NC 27707 561861158 57800 MENTAL HEALTH TRYON PALACE FOUNDATION 529 S FRONT ST NEW BERN NC 28562 561795949 75000 ARTS-CULTR-HUMAN UNC - ACKLAND ART MUSEUM CB 3400 CHAPEL HILL NC 27599 566001393 6400 ARTS-CULTR-HUMAN UNC - CHAPEL HILL PO BOX 309 CHAPEL HILL NC 27514 566001393 17250 EDUCATION UNC - GLOBAL EDUCATION FUND 301 PITTSBORO STREET CHAPEL HILL NC 27516 566001393 5042 EDUCATION UNC CAROLINA CENTER FOR PUBLIC SERVICE CB 3142 205 WILSON STREET CHAPEL HILL NC 27599 566001393 6000 COMMUN/BUS/INDUS UNC CENTER FOR PUBLIC TELEVISION FOUNDATION PO BOX 12231 RES TRIANGLE PARK NC 27709 581720178 46115 ARTS-CULTR-HUMAN UNC CHAPEL HILL ARTS AND SCIENCES FOUNDATION CB 6115 CHAPEL HILL NC 27599 561150509 42000 EDUCATION UNC CHAPEL HILL PUBLIC HEALTH FOUNDATION INC 107 ROSENAU HALL CB 7400 CHAPEL HILL NC 27599 561717285 23000 EDUCATION UNC 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HILLSBOROUGH ST SUITE A RALEIGH NC 27603 581518182 62500 EDUCATION WAKE TECHNICAL COMMUNITY COLLEGE FOUNDATION INC 9101 FAYETTEVILLE ROAD RALEIGH NC 27603 237017752 6000 EDUCATION WAKEMED FOUNDATION 3000 NEW BERN AVE RALEIGH NC 27610 561916549 26350 HEALTHCARE WAKEUP WAKE COUNTY PO BOX 6484 RALEIGH NC 27628 861172522 30000 COMMUN/BUS/INDUS WALLTOWN CHILDREN'S THEATRE 1225 BERKELEY ST DURHAM NC 27705 562214825 20000 ARTS-CULTR-HUMAN WARREN WILSON COLLEGE INC PO BOX 9000 ASHEVILLE NC 28815 560767736 10000 EDUCATION WATTS STREET BAPTIST CHURCH 800 WATTS ST DURHAM NC 27701 9000 RELI/SPIRITUALTY WCPE RADIO - EDUCATIONAL INFORMATION CORPORATION PO BOX 897 WAKE FOREST NC 27588 561061859 7350 ARTS-CULTR-HUMAN WEST CHATHAM FOOD PANTRY 126 VILLAGE LAKE ROAD SILER CITY NC 27344 510634273 7500 FOOD/AGRI/NUTRIT WESTMINSTER PRESBYTERIAN CHURCH 3639 OLD CHAPEL HILL ROAD DURHAM NC 27707 560893567 5303 RELI/SPIRITUALTY WHITE MEMORIAL PRESBYTERIAN CHURCH 1704 OBERLIN ROAD RALEIGH NC 27608 44750 RELI/SPIRITUALTY WILSON DOWNTOWN PROPERTIES INC PO BOX 10 WILSON NC 27894 562253512 25000 COMMUN/BUS/INDUS WORLD PEDIATRIC PROJECT 7201 GLEN FOREST DRIVE SUITE 304 RICHMOND VA 23226 541953305 15000 HEALTHCARE WOUNDED WARRIOR PROJECT INC PO BOX 758517 TOPEKA KS 66675 202370934 5750 PUBLIC/SOC BENFT WUNC - NORTH CAROLINA PUBLIC RADIO 120 FRIDAY CENTER DR CHAPEL HILL NC 27517 566001393 34265 ARTS-CULTR-HUMAN WYCLIFFE BIBLE TRANSLATORS PO BOX 628200 ORLANDO FL 32862 951831097 5500 RELI/SPIRITUALTY YADKINVILLE CHURCH OF CHRIST 617 W MAIN STREET YADKINVILLE NC 27055 10000 RELI/SPIRITUALTY YMCA OF THE TRIANGLE AREA 801 CORPORATE CENTER DR SUITE 200 RALEIGH NC 27607 560591307 309900 HUMAN SERVICES YOUNG LIFE PO BOX 520 COLORADO SPRINGS CO 80901 840385934 7750 RELI/SPIRITUALTY INSTITUTE OF POLITICAL LEADERSHIP PO BOX 26170 GREENSBORO NC 27402 561553715 10000 EDUCATION OASIS FOUNDATION OF NORTH CAROLINA 608 W JOHNSON ST RALEIGH NC 27603 571224125 11000 HUMAN SERVICES 1 X X X 0 0 0 0 0 0 0 0 0 LORI O'KEEFE PRESIDENT 141291 0 0 0 0 0 8796 0 17811 0 167898 0 0 0 X 83 8559515 FAIR MARKET VALUE X 1 162500 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION A, LINE 4 THERE WAS A PROCEDURAL CHANGE TO THE BYLAWS REGARDING THE PROVISION TO AMEND THE BYLAWS IN THE FUTURE. THE PROCEDURAL CHANGE IS TO NOW REQUIRE AN AFFIRMATIVE VOTE OF 2/3 OF THE BOARD OF DIRECTORS AT A MEETING OR UNANIMOUS BY WRITTEN CONSENT. THE PREVIOUS PROCEDURE REQUIRED AN AFFIRMATIVE VOTE OF THE MAJORITY OF THE BOARD OF DIRECTORS AT A MEETING OR WRITTEN. THERE WAS ALSO A POLICY CHANGE TO DEFINITIVELY STATE THAT MEMBERS OF THE BOARD OF DIRECTORS ARE PROHIBITED FROM RECEIVING COMPENSATION FOR SERVICES AS A BOARD MEMBER. THEY MAY HAVE EXPENSES REIMBURSED. THE PREVIOUS POLICY STATED THAT THEY WERE NOT PRECLUDED FROM RECEIVING COMPENSATION. FORM 990, PART VI, SECTION B, LINE 11 STAFF REVIEWS AND SUPPLIES WORKSHEETS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE POLICY THROUGH THE ANNUAL AUDIT AND DAY-TO-DAY OPERATIONS. FORM 990, PART VI, SECTION B, LINE 15 THE REVIEW OF THE PRESIDENT'S PERFORMANCE IS DONE ANNUALLY. THE EXECUTIVE COMMITTEE IS IN CHARGE OF THE REVIEW PROCESSS. INDUSTRY SURVEY DATA IS USED TO ENSURE THAT SALARY IS COMPETITIVE AMONG PEERS. THE BOARD ANNUALLY APPROVES THE PRESIDENT'S SALARY. FORM 990, PART VI, SECTION C, LINE 19 OUR ANNUAL AUDIT AND FORM 990 ARE MADE PUBLIC THROUGH OUR WEBSITE. ALL OTHER DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 553,533. FORM 990, PAGE 1, LINE B RETURN IS BEING AMENDED TO INCLUDE ADDITIONAL GRANTEE INFORMATION ON SCHEDULE I. DURHAM ARTS COUNCIL OF TRIANGLE COMMUNITY FOUNDATION 324 BLACKWELL STREET DURHAM NC 27701 461826969 TO PROVIDE A PERMANENT ENDOWMENT OF SUPPORT FOR LOCAL ARTS ORGANIZATIONS NC 501(C)(3) 509(A)(3)-TYPE II TRIANGLE COMMUNITY FOUNDATION 0 TRIANGLE COMMUNITY FOUNDATION REAL ESTATE FOUNDATION 324 BLACKWELL STREET DURHAM NC 27701 201398786 RECEIVES, MANAGES, AND SELLS REAL ESTATE, GRANTS TO TCF NC 501(C)(3) 509(A)(3)-TYPE I TRIANGLE COMMUNITY FOUNDATION 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 TRIANGLE COMMUNITY FOUNDATION REAL ESTATE C 171121 CASH VALUE