CAPTRUST COMMUNITY FOUNDATION INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CAPTRUST COMMUNITY FOUNDATION INC (EIN 20-8715100)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-01
- IRS object ID
- 202542749349301709
- Schema version
- 2024v5.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-01T13:53:39-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561965804 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS JUDY & TUCKER PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4700 FALLS OF NEUSE ROAD STE 400 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27609 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208715100 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAPTRUST COMMUNITY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CAPT | BusinessNameControlTxt |
| Phone | 8002160645 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4208 SIX FORKS ROAD 1700 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27609 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREG DELAGE | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8002160645 | PhoneNum |
| Signature | 2025-10-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL A SHUSKO CPA | PreparerPersonNm |
| PTIN | P01314870 | PTIN |
| Phone | 9195717055 | PhoneNum |
| Preparation | 2025-09-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GREG DELAGE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4208 SIX FORKS ROAD 1700 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27609 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,876,615 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CAPTRUSTCOMMUNITYFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2007 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | TO ENRICH THE LIVES OF CHILDREN IN NEED IN THE COMMUNITIES WE SERVE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 350 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $623,278 | PYContributionsGrantsAmt |
| CY Contributions Grants | $996,334 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $35,393 | PYInvestmentIncomeAmt |
| CY Investment Income | $247,185 | CYInvestmentIncomeAmt |
| PY Other Revenue | $96,583 | PYOtherRevenueAmt |
| CY Other Revenue | $13,255 | CYOtherRevenueAmt |
| PY Total Revenue | $755,254 | PYTotalRevenueAmt |
| CY Total Revenue | $1,256,774 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,150,600 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,582,671 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $84,288 | PYOtherExpensesAmt |
| CY Other Expenses | $58,363 | CYOtherExpensesAmt |
| PY Total Expenses | $1,234,888 | PYTotalExpensesAmt |
| CY Total Expenses | $1,641,034 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$479,634 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$384,260 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,171,713 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,846,312 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,171,713 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,846,312 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO ENRICH THE LIVES OF CHILDREN IN THE COMMUNITIES WE SERVE BY SUPPORTING ORGANIZATIONS THROUGHOUT THE COUNTRY THAT SPECIFICALLY HELP CHILDREN WITH PHYSICAL DISABILITIES, ILLNESSES, ABUSE, POVERTY, ABSENCE OF A PARENT, AND MORE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,585,133 | ExpenseAmt |
| Grant | $1,582,671 | GrantAmt |
| Desc | OUR GRANT PROGRAM FOCUSES ON LOCAL AND NATIONAL CHARITIES SERVING THE NEEDS OF CHILDREN. EACH YEAR A CHARITY OF CHOICE THAT IS COMMITTED TO ENRICHING THE LIVES OF CHILDREN, IS SELECTED TO RECEIVE A SUBSTANTIAL DONATION. SEVERAL NATIONAL GRANTS ARE ALSO AWARDED EACH YEAR THROUGH THE CCF'S PARTNERSHIP GRANT PROGRAM. OUR CRISIS GRANT PROGRAM IS DESIGNED TO HELP CHARITIES WHO ARE ASSISTING THOSE SEVERELY IMPACTED BY NATURAL DISASTER OR OTHER CRISIS. THROUGH THE EMPLOYEE GRANT PROGRAM, CAPTRUST EMPLOYEES MAY SUBMIT REQUESTS TO PROVIDE SMALL GRANTS TO CHARITIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $12,000 | ExpenseAmt |
| Desc | LAUNCHED IN 2021 THE FINANCIAL LITERACY PROGRAM WAS CREATED TO TEACH TEENS THREE KEY AREAS OF FINANCIAL LITERACY AND HELP THEM FIND A PATH TO BECOMING FINANCIALLY RESPONSIBLE. THE THREE AREAS INCLUDE: LICENSE TO DRIVE - DETAILS THE COSTS OF CAR OWNERSHIP, TEENPRENEUR - GUIDANCE FOR TEENS WHO WANT TO START THEIR OWN BUSINESS AND TEEN'S FIRST BUDGET - BUILDING GOOD MONEY HABITS, GOALS, AND CRAFTING A SAVINGS PLAN. PRESENTATIONS ARE DONE BY A TEAM OF VOLUNTEERS, ARE FREE OF CHARGE AND CAN BE DELIVERED EITHER VIRTUALLY OR IN PERSON AND LAST BETWEEN 30-60 MINUTES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,597,133 | 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 | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | 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 With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | 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 | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| 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 | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | 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 | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREG DELAGE | PersonNm |
| Phone | 9196244009 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4208 SIX FORKS ROAD | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27609 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| VERONICA KARAS | ||||||
| CO-PRESIDENT | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BRYAN LEWIS | ||||||
| CO-PRESIDENT | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GREG DELAGE | ||||||
| TREASURER/FINANCE CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| HEATHER SHANAHAN | ||||||
| GRANTS CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JACQUELYN GUTHRIE | ||||||
| FUNDRAISING CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RHONDA DOWNUM | ||||||
| VOLUNTEER CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MACKENZIE BALL | ||||||
| EVENTS CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MEGAN LOFTIN | ||||||
| SECRETARY | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CATHERINE CURRIN | ||||||
| MARKETING CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MOLLY BROWN | ||||||
| FINANCIAL LITERACY CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ASHLEY MAY | ||||||
| REGIONAL CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MICHELLE MILLER | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PHILIP D'UNGER | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NATHAN ERICKSON | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JUANITA EVANS | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GIOVANNI TISO | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KARA CHASE | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ALEX THOMPSON | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JACKIE GONZALEZ | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MIKE VOLO | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $99,000 | FundraisingAmt |
| All Other Contributions | $897,334 | AllOtherContributionsAmt |
| Total Contributions | $996,334 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $79,193 | TotalRevenueColumnAmt |
| Exclusion | $79,193 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,737,773 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,569,781 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $167,992 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $167,992 | TotalRevenueColumnAmt |
| Exclusion | $167,992 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $63,315 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $99,000 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $50,060 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,255 | TotalRevenueColumnAmt |
| Exclusion | $13,255 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,256,774 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $260,440 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,582,671 | TotalAmt |
| Program Services | $1,582,671 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,500 | TotalAmt |
| Management And General | $6,500 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $348 | TotalAmt |
| Management And General | $348 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,684 | TotalAmt |
| Management And General | $3,684 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $480 | TotalAmt |
| Program Services | $241 | ProgramServicesAmt |
| Management And General | $239 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $183 | TotalAmt |
| Management And General | $183 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,404 | TotalAmt |
| Management And General | $30,404 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $326 | TotalAmt |
| Management And General | $326 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FINANCIAL LITERACY PROG | $12,000 | $12,000 | |
| GIFTS | $2,976 | $1,489 | $1,487 |
| TAXES AND LICENSES | $1,462 | $732 | $730 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,641,034 | TotalAmt |
| Program Services | $1,597,133 | ProgramServicesAmt |
| Management And General | $43,901 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $441,721 | BOYAmt |
| EOY | $471,759 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,335 | BOYAmt |
| EOY | $20,865 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,714,657 | BOYAmt |
| EOY | $2,353,688 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,171,713 | BOYAmt |
| EOY | $2,846,312 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,171,713 | BOYAmt |
| EOY | $2,846,312 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,171,713 | BOYAmt |
| EOY | $2,846,312 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,171,713 | BOYAmt |
| EOY | $2,846,312 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$384,260 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $58,859 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| 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 | $4,624,498 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $739,472 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $648,438 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $623,728 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $996,334 | CurrentTaxYearAmt |
| Total | $7,632,470 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,624,498 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $739,472 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $648,438 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $623,728 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $996,334 | CurrentTaxYearAmt |
| Total | $7,632,470 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,767,537 | SubstantialContributorsTotAmt |
| Public Support Total170 | $3,864,933 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,633 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $175,298 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $82,015 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $72,832 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $79,193 | CurrentTaxYearAmt |
| Total | $415,971 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $8,048,441 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $444,397 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.48020 | PublicSupportCY170Pct |
| Public Support PY170 | 0.51310 | 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) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| MUTUAL FUNDS | $1,978,340 | F |
| EXCHANGE TRADED PRODUCTS | $375,348 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,353,688 | TotalBookValueSecuritiesAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CAPTRUST CUP | Event1Nm |
| Gross Receipts Event1 | $104,000 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $99,000 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $5,000 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $45,798 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $2,249 | OtherDirectExpensesEvent1Amt |
| Event2 | AUCTION | Event2Nm |
| Gross Receipts Event2 | $29,131 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $29,131 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $1,631 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $29,184 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $29,184 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $382 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $162,315 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $99,000 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $63,315 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $45,798 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $4,262 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $50,060 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $13,255 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (31 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| OPERATION AIRDROP | |||||||||
| PO BOX 1271 | BEDFORD | TX | 76095 | 822886264 | 501(C )(3) | $15,000 | $0 | FINANCIAL SUPPORT | |
| MANNA FOOD BANK | |||||||||
| 627 SWANNANOA RIVER ROAD | ASHEVILLE | NC | 28805 | 581514800 | 501(C )(3) | $10,000 | $0 | FINANCIAL SUPPORT | |
| HARVEST HOUSE CHURCH HELENE DISASTER RELIEF FUND | |||||||||
| 247 BOONE HEIGHTS DRIVE | BOONE | NC | 28607 | 561238659 | 501(C )(3) | $10,000 | $0 | FINANCIAL SUPPORT | |
| BELOVED ASHEVILLE | |||||||||
| 32 OLD CHARLOTTE HIGHWAY | ASHEVILLE | NC | 28803 | 843381632 | 501(C )(3) | $10,000 | $0 | FINANCIAL SUPPORT | |
| BABYCYCLE INC | |||||||||
| 6511 43RD STREET 1811 | PINELLAS PARK | FL | 33781 | 463452785 | 501(C )(3) | $10,000 | $0 | FINANCIAL SUPPORT | |
| BABIES NEED BOTTOMS INC | |||||||||
| 4730 HARGROVE ROAD | RALEIGH | NC | 27616 | 823574436 | 501(C )(3) | $10,000 | $0 | FINANCIAL SUPPORT | |
| BOUNTY & SOUL | |||||||||
| 50 WOODLAND HILLS ROAD | ASHEVILLE | NC | 28804 | 464759362 | 501(C )(3) | $10,000 | $0 | FINANCIAL SUPPORT | |
| JAARS INC | |||||||||
| PO BOX 248 | WAXHAW | NC | 28173 | 560818833 | 501(C )(3) | $10,000 | $0 | FINANCIAL SUPPORT | |
| COAD FLORIDA DBA GULF COAST PARTNERSHIP INC | |||||||||
| 408 TAMIAMI TRAIL UNIT 121 | PUNTA GORDA | FL | 33950 | 383913077 | 501(C )(3) | $12,500 | $0 | FINANCIAL SUPPORT | |
| SAMARTIAN'S PURSE | |||||||||
| PO BOX 3000 | BOONE | NC | 28607 | 581437002 | 501(C )(3) | $15,000 | $0 | FINANCIAL SUPPORT | |
| PINELLAS COMMUNITY FOUNDATION | |||||||||
| 17755 US HIGHWAY 19 SUITE 150 | CLEARWATER | FL | 33764 | 237113194 | 501(C )(3) | $12,500 | $0 | FINANCIAL SUPPORT | |
| GIRLUP GVL | |||||||||
| PO BOX 1446 | GREENVILLE | SC | 29602 | 850718280 | 501(C )(3) | $8,000 | $0 | FINANCIAL SUPPORT | |
| HEARTS WITH HANDS | |||||||||
| PO BOX 6444 | ASHEVILLE | NC | 28116 | 562073075 | 501(C )(3) | $15,000 | $0 | FINANCIAL SUPPORT | |
| BANNER ELK FIRE AND RESCUE FOUNDATION | |||||||||
| PO BOX 175 | BANNER ELK | NC | 28604 | 813118641 | 501(C )(3) | $15,000 | $0 | FINANCIAL SUPPORT | |
| METROPOLITAN MINISTRIES INC | |||||||||
| 2002 N FLORIDA AVE | TAMPA | FL | 33602 | 591477007 | 501(C )(3) | $15,000 | $0 | FINANCIAL SUPPORT | |
| TEAM RUBICON | |||||||||
| 5230 PACIFIC CONCOURSE DRIVE SUITE | LOS ANGELES | CA | 90045 | 271720480 | 501(C )(3) | $15,000 | $0 | FINANCIAL SUPPORT | 200 |
| LITTLE BIT THERAPEUTIC RIDING CENTER | |||||||||
| 18675 NE 106TH STREET | REDMOND | WA | 95052 | 911012131 | 501(C )(3) | $25,000 | $0 | FINANCIAL SUPPORT | |
| CHILDREN'S CANCER PARTNERS OF THE CAROLINAS | |||||||||
| 900 SOUTH PINE STREET SUITE F | SPARTANBURG | SC | 29302 | 202511033 | 501(C )(3) | $25,000 | $0 | FINANCIAL SUPPORT | |
| DOWNTOWN BOXING GYM YOUTH PROGRAM | |||||||||
| 6445 EAST VERNOR HIGHWAY | DETROIT | MI | 48207 | 275106242 | 501(C )(3) | $25,000 | $0 | FINANCIAL SUPPORT | |
| ROSIE'S HOUSE A MUSIC ACADEMY FOR CHILDREN | |||||||||
| 919 EAST JEFFERSON STREET | PHOENIX | AZ | 85034 | 860650451 | 501(C )(3) | $25,000 | $0 | FINANCIAL SUPPORT | |
| NOTE IN THE POCKET | |||||||||
| 4730 HARGROVE ROAD | RALEIGH | NC | 27616 | 462574332 | 501(C )(3) | $7,000 | $0 | FINANCIAL SUPPORT | |
| HENDERSON COUNTY RESCUE SQUAD | |||||||||
| 2529 ASHEVILLE HIGHWAY | HENDERSONVILLE | NC | 28791 | 237011493 | 501(C )(3) | $5,500 | $0 | FINANCIAL SUPPORT | |
| BAPTISTS ON A MISSION | |||||||||
| PO BOX 1107 | CARY | NC | 27512 | 203648746 | 501(C )(3) | $5,500 | $0 | FINANCIAL SUPPORT | |
| ALL SOULS COUNSELING CENTER | |||||||||
| 35 ARLINGTON STREET | ASHEVILLE | NC | 28803 | 562200862 | 501(C )(3) | $5,500 | $0 | FINANCIAL SUPPORT | |
| COLABORATIVA LA MILPA | |||||||||
| 528 EMMA ROAD | ASHEVILLE | NC | 28806 | 208303608 | 501(C )(3) | $5,500 | $0 | FINANCIAL SUPPORT | |
| GOD'S PIT CREW | |||||||||
| 2499 NORTH MAIN STREET | DANVILLE | VA | 24540 | 541974979 | 501(C )(3) | $5,500 | $0 | FINANCIAL SUPPORT | |
| EBLEN CHARITIES | |||||||||
| 23 HAMILTON STREET | ASHEVILLE | NC | 28801 | 561758077 | 501(C )(3) | $5,500 | $0 | FINANCIAL SUPPORT | |
| GREATER GOOD CHARITIES | |||||||||
| 301 UNION STREET 21308 | SEATTLE | WA | 98111 | 204846675 | 501(C )(3) | $5,500 | $0 | FINANCIAL SUPPORT | |
| TRACY AND SUNSHINE GANTT MINISTRIES - PICKENS COUNTY SHELTER OF HOPE | |||||||||
| PO BOX 223 | EASLEY | SC | 29641 | 473704403 | 501(C )(3) | $5,500 | $0 | FINANCIAL SUPPORT | |
| WONDERS & WORRIES | |||||||||
| 4383 MEDICAL DRIVE SUITE 127 | SAN ANTONIO | TX | 78229 | 743012982 | 501(C )(3) | $27,500 | $0 | FINANCIAL SUPPORT | |
| NEIGHBOR TO NEIGHBOR | |||||||||
| 1200 SOUTH BLOUNT STREET | RALEIGH | NC | 27601 | 562016457 | 501(C )(3) | $100,000 | $0 | FINANCIAL SUPPORT | |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE 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 O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | EACH BOARD MEMBER RECEIVES A COPY OF THE 990 WHICH IS PREPARED BY AN INDEPENDENT ACCOUNTANT AND REVIEWED BY THE TREASURER AND FINANCE COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH 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 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST |
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