TRIANGLE COMMUNITY FOUNDATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- TRIANGLE COMMUNITY FOUNDATION (EIN 56-1380796)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-03-16
- IRS object ID
- 201540759349301204
- Schema version
- 2013v4.0
- Note
- A later return for the same period supersedes this one.
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-03-16T15:11:42-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 N ELM ST STE 1100 | AddressLine1 |
| City | GREENSBORO | City |
| State | NC | State |
| ZIP Code | 27401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 561380796 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRIANGLE COMMUNITY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TRIA | BusinessNameControlTxt |
| Phone | 9194748370 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 324 BLACKWELL STREET SUITE 1220 | AddressLine1 |
| City | DURHAM | City |
| State | NC | State |
| ZIP Code | 27701 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LORI O'KEEFE | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 9194748370 | PhoneNum |
| Signature | 2015-02-16 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ADRIENNE MCKINNEY | PreparerPersonNm |
| PTIN | P00819656 | PTIN |
| Phone | 3362724551 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LORI O'KEEFE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 324 BLACKWELL STREET SUITE 1220 | AddressLine1 |
| City | DURHAM | City |
| State | NC | State |
| ZIP Code | 27701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $33,273,964 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.TRIANGLECF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1983 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | TRIANGLE COMMUNITY FOUNDATION CONNECTS PHILANTHROPIC RESOURCES WITH COMMUNITY NEEDS, CREATES OPPORTUNITY FOR ENLIGHTENED CHANGES AND ENCOURAGES PHILANTHROPY AS A WAY OF LIFE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 18 | TotalEmployeeCnt |
| Total Volunteers | 33 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$107,602 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $16,927,574 | PYContributionsGrantsAmt |
| CY Contributions Grants | $20,809,645 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $16,608,850 | PYInvestmentIncomeAmt |
| CY Investment Income | $12,217,839 | CYInvestmentIncomeAmt |
| PY Other Revenue | $479,808 | PYOtherRevenueAmt |
| CY Other Revenue | $236,760 | CYOtherRevenueAmt |
| PY Total Revenue | $34,016,232 | PYTotalRevenueAmt |
| CY Total Revenue | $33,264,244 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $13,340,417 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $14,933,375 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,626,305 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,502,369 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $539,522 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $753,711 | PYOtherExpensesAmt |
| CY Other Expenses | $922,001 | CYOtherExpensesAmt |
| PY Total Expenses | $15,720,433 | PYTotalExpensesAmt |
| CY Total Expenses | $17,357,745 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $18,295,799 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $15,906,499 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $156,504,905 | TotalAssetsBOYAmt |
| Total Assets EOY | $185,230,549 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,640,501 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,586,944 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $147,864,404 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $172,643,605 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TRIANGLE COMMUNITY FOUNDATION CONNECTS PHILANTHROPIC RESOURCES WITH COMMUNITY NEEDS, CREATES OPPORTUNITY FOR ENLIGHTENED CHANGES AND ENCOURAGES PHILANTHROPY AS A WAY OF LIFE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $14,973,634 | ExpenseAmt |
| Grant | $14,933,375 | GrantAmt |
| Desc | TRIANGLE COMMUNITY FOUNDATION CONNECTS PHILANTHROPIC RESOURCES WITH COMMUNITY NEEDS, CREATES OPPORTUNITY FOR ENLIGHTENED CHANGE AND ENCOURAGES PHILANTHROPY AS A WAY OF LIFE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $770,363 | ExpenseAmt |
| Desc | PHILANTHROPIC EVENTS - PHILANTHROPIC EVENTS INCLUDE: DONOR EDUCATION FORUMS; CAPACITY BUILDINGS WORKSHOPS FOR NONPROFITS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $115,112 | ExpenseAmt |
| Desc | SPECIAL SERVICES - SERVICES TO AREA NON-PROFITS INCLUDE: MEETINGS WITH THE FOUNDATION'S PRESIDENT; NON-PROFIT CAPACITY BUILDING; NETWORKING; AND TRAININGS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $15,859,109 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 19 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 18 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | Yes (1) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 3 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT NAYLOR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9194748370 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 324 BLACKWELL STREET SUITE 1220 | AddressLine1 |
| City | DURHAM | City |
| State | NC | State |
| ZIP Code | 27701 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| C PERRY COLWELL | |||||||
| MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| EASTER MAYNARD | |||||||
| MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| FARAD ALI | |||||||
| MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DIANNE BIRCH | |||||||
| MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| RUTH C DZAU | |||||||
| MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| TIM C GUPTON | |||||||
| MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD B GUIRLINGER | |||||||
| MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| PAUL B HARRISON | |||||||
| MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MARK A KUHN | |||||||
| MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| PAT NATHAN | |||||||
| MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| PETER J MEEHAN | |||||||
| MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL J SCHOENFELD | |||||||
| MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| PAMELA G SENEGAL | |||||||
| MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JAMES H SPEED JR | |||||||
| MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| CARL E THOMPSON SR | |||||||
| MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| LACY M PRESNELL III | |||||||
| CHAIR | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| CECILE NOEL | |||||||
| SECRETARY | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JAMES A STEWART | |||||||
| TREASURER | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| LORI O'KEEFE | |||||||
| PRESIDENT | 40.00 | $141,291 | $0 | $26,607 | Yes (X) | ||
| ROBERT NAYLOR | |||||||
| CFO & DIR. OF ADMIN. | 40.00 | $121,270 | $0 | $25,219 | Yes (X) | ||
| ROBIN BAREFOOT | |||||||
| LEGAL & POLICY ADVISOR | 40.00 | $106,501 | $0 | $15,380 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $369,062 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $67,206 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLONIAL CONSULTING | BusinessNameLine1 |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 THIRD AVENUE 20TH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | INVESTMENT MGMT | ServicesDesc |
| Compensation | $138,593 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $171,121 | RelatedOrganizationsAmt |
| All Other Contributions | $20,638,524 | AllOtherContributionsAmt |
| Noncash Contributions | $8,893,136 | NoncashContributionsAmt |
| Total Contributions | $20,809,645 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,797,955 | TotalRevenueColumnAmt |
| Exclusion | $2,797,955 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,429,604 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $9,720 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,429,604 | SecuritiesAmt |
| Other | -$9,720 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,419,884 | TotalRevenueColumnAmt |
| Exclusion | $9,419,884 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $236,760 | TotalRevenueColumnAmt |
| Exclusion | $236,760 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $236,760 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,264,244 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $12,454,599 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,933,375 | TotalAmt |
| Program Services | $14,933,375 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,198,790 | TotalAmt |
| Program Services | $466,449 | ProgramServicesAmt |
| Management And General | $441,754 | ManagementAndGeneralAmt |
| Fundraising | $290,587 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $208,095 | TotalAmt |
| Program Services | $80,970 | ProgramServicesAmt |
| Management And General | $76,683 | ManagementAndGeneralAmt |
| Fundraising | $50,442 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,484 | TotalAmt |
| Program Services | $37,153 | ProgramServicesAmt |
| Management And General | $35,186 | ManagementAndGeneralAmt |
| Fundraising | $23,145 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,058 | TotalAmt |
| Management And General | $38,058 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,982 | TotalAmt |
| Management And General | $8,491 | ManagementAndGeneralAmt |
| Fundraising | $8,491 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,300 | TotalAmt |
| Management And General | $42,300 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,319 | TotalAmt |
| Management And General | $8,319 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,470 | TotalAmt |
| Fundraising | $11,470 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,410 | TotalAmt |
| Program Services | $12,172 | ProgramServicesAmt |
| Management And General | $20,053 | ManagementAndGeneralAmt |
| Fundraising | $12,185 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,914 | TotalAmt |
| Program Services | $36,082 | ProgramServicesAmt |
| Management And General | $45,076 | ManagementAndGeneralAmt |
| Fundraising | $21,756 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,317 | TotalAmt |
| Program Services | $9,928 | ProgramServicesAmt |
| Management And General | $12,403 | ManagementAndGeneralAmt |
| Fundraising | $5,986 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,381 | TotalAmt |
| Program Services | $7,241 | ProgramServicesAmt |
| Management And General | $16,910 | ManagementAndGeneralAmt |
| Fundraising | $12,230 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,142 | TotalAmt |
| Program Services | $13,022 | ProgramServicesAmt |
| Management And General | $16,268 | ManagementAndGeneralAmt |
| Fundraising | $7,852 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,596 | TotalAmt |
| Program Services | $5,468 | ProgramServicesAmt |
| Management And General | $6,831 | ManagementAndGeneralAmt |
| Fundraising | $3,297 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OTHER FUNDS' EXPENSES | $249,318 | $87,411 | $109,201 | $52,706 |
| SERVICE TO FIELD | $74,543 | $74,543 | ||
| SOFTWARE DEVELOPMENT | $45,605 | $15,989 | $19,975 | $9,641 |
| GSK IMPACT AWARD PROGRA | $28,678 | $28,678 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,968 | TotalAmt |
| Program Services | $50,628 | ProgramServicesAmt |
| Management And General | $61,606 | ManagementAndGeneralAmt |
| Fundraising | $29,734 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,357,745 | TotalAmt |
| Program Services | $15,859,109 | ProgramServicesAmt |
| Management And General | $959,114 | ManagementAndGeneralAmt |
| Fundraising | $539,522 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $319,999 | BOYAmt |
| EOY | $1,244,560 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,519 | BOYAmt |
| EOY | $6,604,798 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,009,298 | BOYAmt |
| EOY | $10,307,753 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,581,118 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $791,473 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $826,786 | BOYAmt |
| EOY | $789,645 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,374,813 | BOYAmt |
| EOY | $81,473,324 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,927,490 | BOYAmt |
| EOY | $84,810,469 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,504,905 | BOYAmt |
| EOY | $185,230,549 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,267 | BOYAmt |
| EOY | $68,743 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $379,937 | BOYAmt |
| EOY | $427,134 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,159,297 | BOYAmt |
| EOY | $12,091,067 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,640,501 | BOYAmt |
| EOY | $12,586,944 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $137,855,106 | BOYAmt |
| EOY | $162,335,852 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,009,298 | BOYAmt |
| EOY | $10,307,753 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $147,864,404 | BOYAmt |
| EOY | $172,643,605 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,504,905 | BOYAmt |
| EOY | $185,230,549 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $15,906,499 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $8,319,169 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $553,533 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,130,752 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,796,806 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,721,033 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,927,574 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,638,524 | CurrentTaxYearAmt |
| Total | $78,214,689 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,130,752 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,796,806 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,721,033 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,927,574 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,638,524 | CurrentTaxYearAmt |
| Total | $78,214,689 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $8,025,905 | SubstantialContributorsTotAmt |
| Public Support Total170 | $70,188,784 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,296,597 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,609,249 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,716,506 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,652,004 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,797,955 | CurrentTaxYearAmt |
| Total | $12,072,311 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $84,450 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,587 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $479,808 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $407,881 | CurrentTaxYearAmt |
| Total | $982,726 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $91,269,726 | TotalSupportAmt |
| Public Support CY170 | 0.76900 | PublicSupportCY170Pct |
| Public Support PY170 | 0.77320 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 477 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $19,262,947 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $12,967,444 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $103,877,929 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $92,670,899 | BeginningYearBalanceAmt |
| Contributions | $7,621,877 | ContributionsAmt |
| Investment Earnings Or Losses | $13,254,028 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,606,888 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,368,000 | OtherExpendituresAmt |
| End Year Balance | $108,571,916 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $85,397,341 | BeginningYearBalanceAmt |
| Contributions | $2,779,373 | ContributionsAmt |
| Investment Earnings Or Losses | $9,079,055 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,354,481 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,230,389 | OtherExpendituresAmt |
| End Year Balance | $92,670,899 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $86,945,883 | BeginningYearBalanceAmt |
| Contributions | $4,299,024 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,469,194 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,775,917 | GrantsOrScholarshipsAmt |
| Other Expenditures | $602,455 | OtherExpendituresAmt |
| End Year Balance | $85,397,341 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $74,722,418 | BeginningYearBalanceAmt |
| Contributions | $1,956,862 | ContributionsAmt |
| Investment Earnings Or Losses | $14,421,112 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,725,514 | GrantsOrScholarshipsAmt |
| Other Expenditures | $428,995 | OtherExpendituresAmt |
| End Year Balance | $86,945,883 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $73,769,423 | BeginningYearBalanceAmt |
| Contributions | $2,090,234 | ContributionsAmt |
| Investment Earnings Or Losses | $3,310,462 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,432,778 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,014,923 | OtherExpendituresAmt |
| End Year Balance | $74,722,418 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,199,500 | OtherCostOrOtherBasisAmt |
| Depreciation | $426,388 | DepreciationAmt |
| Book Value | $773,112 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $381,618 | OtherCostOrOtherBasisAmt |
| Depreciation | $365,085 | DepreciationAmt |
| Book Value | $16,533 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $789,645 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CASH EQUIVALENTS | $15,485,412 | F |
| CERTIFICATES OF DEPOSIT | $2,256,223 | F |
| ALTERNATIVE INVESTMENTS | $66,892,790 | F |
| CASH SURRENDER VALUE OF LIFE INSURANCE POLICY | $176,044 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $84,810,469 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ASSETS HELD ON BEHALF OF OTHERS | Desc |
| Amt | $12,091,067 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $12,091,067 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $42,146,667 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $8,319,170 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $553,533 | OtherRevenueAmt |
| Revenue Not Reported | $8,872,703 | RevenueNotReportedAmt |
| Revenue Subtotal | $33,273,964 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$9,720 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$9,720 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $33,264,244 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $17,367,465 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $9,720 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $9,720 | ExpensesNotReportedAmt |
| Expenses Subtotal | $17,357,745 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $17,357,745 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (7 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 0 | 0 | GRANTS TO RECIPIENTS | $25,348 |
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | 0 | 0 | GRANT TO RECIPIENTS | $43,500 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | GRANT TO RECIPIENTS | $41,010 |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | 0 | 0 | GRANT TO RECIPIENTS | $115,000 |
| SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA, FASO, | 0 | 0 | GRANT TO RECIPIENTS | $24,050 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | GRANT TO RECIPIENTS | $61,000 |
| SOUTH ASIA | 0 | 0 | GRANT TO RECIPIENTS | $2,166 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $312,074 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $312,074 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (6 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| 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. | $25,348 | 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. | $43,500 | WIRE |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | ASSISTANCE FOR PROMOTION OF THE DEVELOPMENT OF HUMANITARIAN PROJECTS AND INITIATIVES | $41,010 | 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. | $61,000 | 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. | $115,000 | WIRE |
| SUB-SAHARAN AFRICA | 61 PROJECT IN KENYA | $24,050 | WIRE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ORGANIZATION OBTAINS SIGNED GRANT AGREEMENTS FROM THE DONEE ORGANIZATIONS. THE DONEE ORGANIZATIONS THEN PROVIDE TCF WITH FINANCIAL REPORTS AND PROJECT UPDATES. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHMENT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $12,449,208 | CashGrantAmt |
| Purpose Of Grant | TO SUPPORT TRIANGLE COMMUNITY FOUNDATION CAUSE | PurposeOfGrantTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LORI O'KEEFE | PersonNm |
| Title | PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $141,291 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $8,796 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $17,811 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $167,898 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 83 | ContributionCnt |
| Noncash Contributions Rpt F990 | $8,559,515 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Secur Prtnrshp Trust Intrsts SecurPrtnrshpTrustIntrstsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $162,500 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRIANGLE COMMUNITY FOUNDATION REAL ESTATE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $171,121 | InvolvedAmt |
| Method Of Amount Determination | CASH VALUE | MethodOfAmountDeterminationTxt |
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