2023-05-15T15:20:17-04:00 2022-12-31 570568919 CANTEY TILLER PIERCE & GREEN LLP PO BOX 862 CAMDEN SC 29021 990 2022-01-01 561842095 CAROLINAS CREDIT UNION FOUNDATION CARO 3362996286 PO BOX 1787 COLUMBIA SC 29202 LAUREN WHALEY EXECUTIVE DIRECTOR 3362996286 2023-05-11 LAUREN WHALEY 888008888 false JANET M PIERCE P00498837 8034321436 2023-05-11 2022 2023-04-26 12:10:37Z LAUREN WHALEY 131 E INNES STREET SALISBURY NC 28144 3459250 false X WWW.CAROLINASFOUNDATION.ORG X 1993 NC ASSIST CREDIT UNIONS WITH CHARITABLE GIVING BY PROVIDING SCHOLARSHIPS AND COMMUNITY GRANTS. 15 9 2 100 0 2889688 3271607 0 6827 50049 13915 13223 2910430 3334879 1879577 3090765 0 200842 264661 0 53191 87765 89955 2168184 3445381 742246 -110502 4804720 4718312 112661 245202 4692059 4473110 TO PROVIDE EDUCATIONAL SCHOLARSHIPS, AND TO PROVIDE ASSISTANCE TO CREDIT UNIONS IN NORTH AND SOUTH CAROLINA, AND SPECIAL PROJECTS. false false 3291581 3090765 OUR FOUNDATION SERVES AS A PHILANTROPIC PARTNER TO ALL CREDIT UNIONS IN THE CAROLINAS THROUGH: EMPOWERING SOCIAL RESPONSIBILITY EFFORTS THAT ARE SELF- DIRECTED BY CREDIT UNIONS, CHAPTERS AND BUSINESS PARTNERS; INSPIRING CREDIT UNIONS BY SHARING AND CELEBRATING PHILANTHROPIC EFFORTS; AND COLLABORATING ON PROGRAMS AND PROJECTS THAT SUPPORT OUR COOPERATIVE PRINCIPLE OF CONCERN FOR THE COMMUNITY. OUR MISSION IS TO EMPOWER AND INSPIRE CREDIT UNIONS IN THE CAROLINAS THROUGH COLLABORATIVE OPPORUNITIES TO ENRICH OUR COMMUNITIES. 3291581 true true false false false true false false false true true true false false false true true false false false false false false false true false false true true true false false false false false false false false false false false false false false false false false true 4 0 2 true false false false false false false false false false false false false false false false false X 15 9 false false false false false false false true true false false false true true true false false true false false NC SC X STEPHANIE DENNING 8037264671 508 HAMPTON ST SUITE 300 COLUMBIA SC 29201 LAUREN WHALEY EXECUTIVE DI 40.00 X 147382 0 13880 CREIGHTON BLACKWELL DIRECTOR 1.00 X 0 0 0 LEIGH BRADY SECRETARY 1.00 X X 0 0 0 BOB BRUNS DIRECTOR 1.00 X 0 0 0 BONNIE CIUFFO CHAIR 1.00 X X 0 0 0 GENICE DECORTE DIRECTOR 1.00 X 0 0 0 FRANKIE DEDONATO DIRECTOR 1.00 X 0 0 0 TODD HALL DIRECTOR 1.00 X 0 0 0 BRIAN MCKAY DIRECTOR 1.00 X 0 0 0 ELIZABETH ORAMA DIRECTOR 1.00 X 0 0 0 JENNIFER PARKER DIRECTOR 1.00 X 0 0 0 ASHLEY RUFFIN DIRECTOR 1.00 X 0 0 0 DAN SCHLINE DIRECTOR 1.00 X 0 0 0 BRIAN SPONAUGLE VICE CHAIR 1.00 X X 0 0 0 SAM WHITEHURST DIRECTOR 1.00 X 0 0 0 DAVID BREHMER TREASURER 1.00 X 0 0 0 147382 13880 1 false true false 148000 3123607 6975 3271607 50049 50049 137594 148000 124371 13223 13223 3334879 63272 2501363 2501363 589402 589402 215945 140364 43189 32392 32519 21137 6504 4878 16197 10528 3239 2430 12100 12100 32033 20821 6407 4805 3882 2523 776 583 8374 5443 1675 1256 14326 7479 6847 558 558 13428 13428 5254 5254 3445381 3291581 100609 53191 2618936 2998007 1000000 500000 30227 186622 58166 47147 24446 11019 1131111 1022664 4804720 4718312 99645 198343 13016 46859 112661 245202 X 4692059 4473110 4692059 4473110 4804720 4718312 -110502 -108447 X X false true X true false X 1997068 2238638 3197279 2889688 3271607 13594280 1997068 2238638 3197279 2889688 3271607 13594280 13594280 22194 60307 30587 6827 50049 169964 383 21979 238 209 50075 72884 13837128 447 0.98240 0.98620 X PART II, LINE 10 OTHER 22,809 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10 397501 1017572 1184746 true true 1286624 1286624 1159259 127365 1286624 1109259 50000 1159259 1363167 253909 1109258 997677 593129 4266 231905 1363167 0.30000 0.70000 false false 58166 47147 11019 11019 BENEFICIAL INTEREST IN ASSETS 977840 F 44824 C 1022664 X 3334879 3334879 3334879 3445381 3445381 3445381 SCHEDULE D, PAGE 2, PART V, LINE 4 ENDOWMENT FUNDS ARE USED TO PROVIDE EDUCATIONAL AND FINANCIAL NEED SCHOLARHSIPS SCHEDULE D, PAGE 3, PART X THE FOUNDATION'S PRIMARY TAX POSITIONS RELATE TO ITS STATUS AS A NOT-FOR- PROFIT ENTITY EXEMPT FROM INCOME TAXES AND CLASSIFICATION OF ACTIVITIES RELATED TO ITS EXEMPT PURPOSE. IT IS THE OPINION OF MANAGEMENT THAT THE FOUNDATION HAS NO UNCERTAIN TAX POSITIONS THAT WOULD BE SUBJECT TO CHANGE UPON EXAMINATION. 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PART I, LINE 2: ACADEMIC AND NEEDS BASED SCHOLARSHIPS FOR HIGHER EDUCATION: RECIPIENTS ARE REQUIRED TO COMPLETE A SCHOLARSHIP APPLICATION TO QUALIFY AND THE SCHOLARSHIP AGREEMENT ONCE SELETED. DISASTER RELIEF FOR CREDIT UNION EMPLOYEES WHO HAVE EXPERIENCED A DISASTROUS EVENT. RECIPIENTS ARE REQUIRED TO COMPLETE A GRANT APPLICATION TO DEMONSTRATE FINANCIAL HARDSHIP FOLLOWING A DISASTER. HARDSHIP GRANTS FOR CREDIT UNION EMPLOYEES OR MEMBERS WHO ARE EXPERIENCING FINANCIAL HARDSHIP FOR REASONS BEYOND THEIR CONTROL. RECIPIENTS ARE REQUIRED TO COMPLETE A GRANT APPLICATION TO DEMONSTRATE FINANCIAL HARDSHIP. false false false false false false false false false LAUREN WHALEY EXECUTIVE DIRECTOR 147382 11444 2436 161262 FORM 990, PAGE 6, PART VI, LINE 11B FORM 990 AND YEAR END FINANCIAL STATEMENTS ARE PROVIDED TO THE BOARD OF DIRECTORS AT THE BOARD MEETING IMMEDIATELY FOLLOWING THEIR COMPLETION. THEY ARE NOTED AS RECEIVED BY THE BOARD. FORM 990, PAGE 6, PART VI, LINE 12C BOARD MEMBERS ARE ASKED TO VOLUNTEER ANY CONFLICTS OF INTEREST AT THE BEGINNING OF EVERY BOARD MEETING. POTIENTAL CONFLICTS OF INTEREST ARE IDENTIFIED, ADDRESSED AND DOCUMENTED IN THE MEETING MINUTES. FORM 990, PAGE 6, PART VI, LINE 15A IN PRIOR YEARS, A SALARY SURVEY WAS COMPLETED BY AN OUTSIDE CONSULTING FIRM IN ORDER TO SUBSTANTIATE THE CEO COMPENSATION PACKAGE. FORM 990, PAGE 6, PART VI, LINE 19 CCUF'S AUDITED FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC VIEWING ON THE FOUNDATION'S WEBSITE. GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES ARE NOT POSTED ON THE WEBSITE BUT ARE AVAILABLE UPON REQUEST. FORM 990, PART XI FORM 990, PART IX, LINES 24B AND 24D CAROLINAS CREDIT UNION FOUNDATION DOES NOT ISSUE W2- FORMS. THE PRESIDENT IS PAID BY THE CAROLINA CREDIT UNION LEAGUE (CCUL). THE FOUNDATION REIMBURSES CCUL FOR ALL PAYROLL RELATED EXPENSES. FORM 990, PART XII FORM 990, PART XII, LINE 2C: THE OVERSIGHT/SELECTION PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.