2023-09-25T12:34:43-05:00 2022-12-31 561965804 THOMAS JUDY & TUCKER PA 4700 FALLS OF NEUSE ROAD RALEIGH NC 27609 990 2022-01-01 208715100 CAPTRUST COMMUNITY FOUNDATION INC CAPT 8002160645 4208 SIX FORKS ROAD 1700 RALEIGH NC 27609 GREG DELAGE TREASURER 8002160645 2023-09-25 1 GREG DELAGE 999009999 0 MICHAEL A SHUSKO CPA P01314870 9195717055 2023-09-25 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z GREG DELAGE 4208 SIX FORKS ROAD 1700 RALEIGH NC 27609 3324806 0 X WWW.CAPTRUSTCOMMUNITYFOUNDATION.ORG X 2007 NC TO ENRICH THE LIVES OF CHILDREN IN NEED IN THE COMMUNITIES WE SERVE. 20 20 0 333 0 0 739472 648438 0 0 223224 -235 119999 -20034 1082695 628169 1139250 1236943 0 0 0 0 0 0 0 48414 18270 1187664 1255213 -104969 -627044 4464164 3315934 0 0 4464164 3315934 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. 0 0 1239671 1236943 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. 6000 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 VULUNTEERS, ARE FREE OF CHARGE AND CAN BE DELIVERED EITHER VIRTUALLY OR IN PERSON AND LAST BETWEEN 30-60 MINUTES. 1245671 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 NC X GREG DELAGE 9196244009 4208 SIX FORKS ROAD RALEIGH NC 27609 X PHILIP D'UNGER PRESIDENT 1.00 X X 0 0 0 KIMBERLY GRIGGS-MURRAY VICE PRESIDENT 1.00 X X 0 0 0 MELISSA COLLEY TREASURER 1.00 X X 0 0 0 CHERYL WICKHAM SECRETARY 1.00 X X 0 0 0 KARA CHASE BOARD MEMBER 1.00 X 0 0 0 MICHELLE MILLER BOARD MEMBER 1.00 X 0 0 0 ASHLEY MAY BOARD MEMBER 1.00 X 0 0 0 JAMES STENSTROM BOARD MEMBER 1.00 X 0 0 0 ELIZABETH ALTMAN BOARD MEMBER 1.00 X 0 0 0 VERONICA KARAS BOARD MEMBER 1.00 X 0 0 0 GREG DELAGE BOARD MEMBER 1.00 X 0 0 0 RHONDA DOWNUM BOARD MEMBER 1.00 X 0 0 0 MARY HIME BOARD MEMBER 1.00 X 0 0 0 TODD JONES BOARD MEMBER 1.00 X 0 0 0 VIVIAN HOUCHENS BOARD MEMBER 1.00 X 0 0 0 BRYAN LEWIS BOARD MEMBER 1.00 X 0 0 0 JUANITA EVANS BOARD MEMBER 1.00 X 0 0 0 NATHAN ERICKSON BOARD MEMBER 1.00 X 0 0 0 OLIVER NORMAN BOARD MEMBER 1.00 X 0 0 0 DAVID WAHLEN BOARD MEMBER 1.00 X 0 0 0 0 0 0 0 0 0 0 0 3000 645438 648438 82015 82015 2542389 2624639 -82250 -82250 -82250 51964 3000 71998 -20034 -20034 628169 0 0 -20269 1236943 1236943 3000 3000 5457 2728 2729 446 446 716 716 203 203 23 23 FINANCIAL LITERACY PROG 6000 6000 FEES 2425 2425 1255213 1245671 9542 0 456857 335371 20780 22098 5000 3981527 2958465 4464164 3315934 0 0 X 0 0 0 0 4464164 3315934 4464164 3315934 4464164 3315934 -627044 -521186 0 X 0 0 0 X 403148 416161 4624498 739472 648438 6831717 403148 416161 4624498 739472 648438 6831717 2830270 4001447 6633 175298 82015 263946 7095663 229996 0.56390 0.60110 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 MUTUAL FUNDS 2118008 F EXCHANGE TRADED PRODUCTS 840457 F 2958465 AUCTION 23298 23298 FUN RUN RACE 18926 18926 2400 1 9741 9741 51965 51965 2400 2400 49565 1 GREEN CHAIR PROJECT 1853 CAPITAL BOULEVARD RALEIGH NC 27604 272323103 501(C )(3) 100000 0 FINANCIAL SUPPORT CLARIS HEALTH 3737 MARTIN LUTHER KING JR BLVD SUITE 205 LYNWOOD CA 90262 954806856 501(C )(3) 8500 0 FINANCIAL SUPPORT BERSTON FIELD HOUSE 3300 N SAGINAW ST FLINT MI 48505 471425785 501(C )(3) 10500 0 FINANCIAL SUPPORT AMERICAN CANCER SOCIETY 3380 CHASTAIN MEADOWS PKWY NW SUITE 200 KENNESAW GA 30144 131788491 501(C )(3) 20000 0 FINANCIAL SUPPORT FAMILIES TOGETHER PO BOX 14395 RALEIGH NC 27620 561278004 501(C )(3) 27000 0 FINANCIAL SUPPORT TABLE TO TABLE 209 E MAIN ST CARRBORO NC 27510 261471735 501(C )(3) 25000 0 FINANCIAL SUPPORT COMMUNITIES IN SCHOOLS OF WAKE COUNTY 971 HARP STREET RALEIGH NC 27604 561704570 501(C )(3) 25000 0 FINANCIAL SUPPORT SUNRISE DAY CAMPS ASSOCIATION 11 NEIL COURT OCEANSIDE NY 11572 465555854 501(C )(3) 25000 0 FINANCIAL SUPPORT KINETIC KIDS PO BOX 690993 SAN ANTONIO TX 78269 743080076 501(C )(3) 27000 0 FINANCIAL SUPPORT JEWISH WOMEN INTERNATIONAL 1333 NEW HAMPSHIRE AVE NW 2ND FLOOR WASHINGTON DC 20036 526040461 501(C )(3) 20000 0 FINANCIAL SUPPORT BOYS AND GIRLS CLUB OF GREATER SACRAMENTO 5212 LEMON HILL AVE SACRAMENTO CA 95824 680338324 501(C )(3) 7000 0 FINANCIAL SUPPORT CHILD ADVOCATES SAN ANTONIO 1956 S WW WHITE RD SAN ANTONIO TX 78222 742494625 501(C )(3) 12000 0 FINANCIAL SUPPORT COVENANT HOUSE NEW ORLEANS 611 NORTH RAMPART STREET NEW ORLEANS LA 70112 581669937 501(C )(3) 12000 0 FINANCIAL SUPPORT ENTERTAINMENT INDUSTRY FOUNDATION FBO KEVIN LOVE 10880 WILSHIRE BLVD STE 1400 LOS ANGELES CA 90024 951644609 501(C )(3) 12000 0 FINANCIAL SUPPORT INTEGRATED FAMILY COMMUNITY SERVICES 3370 S IRVING STREET ENGLEWOOD CO 80110 840579740 501(C )(3) 12000 0 FINANCIAL SUPPORT LIVIN USA INC 1425 N SIERRA BONITA AVE APT 416 LOS ANGELES CA 90046 842022344 501(C )(3) 12000 0 FINANCIAL SUPPORT SIMPLE NEEDS GEORGIA PO BOX 670265 MARIETTA GA 30066 272889754 501(C )(3) 12000 0 FINANCIAL SUPPORT 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FINANCIAL SUPPORT CHAT - CHURCH HILL ACTIVITIES & TUTORING PO BOX 23087 RICHMOND VA 23223 200220263 501(C )(3) 10000 0 FINANCIAL SUPPORT CHILD PROTECT INC 935 S PERRY ST MONTGOMERY AL 36104 631014993 501(C )(3) 10000 0 FINANCIAL SUPPORT THE CHILDREN'S HOME SOCIETY OF NJ 635 SOUTH CLINTON AVE TRENTON NJ 08611 210634966 501(C )(3) 10000 0 FINANCIAL SUPPORT DELL CHILDREN'S MEDICAL CENTER FOUNDATION OF TEXAS 4900 MUELLER BLVD AUSTIN TX 78723 200468031 501(C )(3) 10000 0 FINANCIAL SUPPORT FREESTORE-FOODBANK INC 1141 CENTRAL PARKWAY CINCINNATI OH 45002 237122205 501(C )(3) 10000 0 FINANCIAL SUPPORT CLAY SOPER MEMORIAL FUND INC 233 MAIN ST WINCHESTER MA 01890 475419403 501(C )(3) 10000 0 FINANCIAL SUPPORT CLEMENT'S KINDNESS 630 EAST WASHINGTON ST SUITE A GREENVILLE SC 29601 576019318 501(C )(3) 10000 0 FINANCIAL SUPPORT COMMUNITIES IN SCHOOLS CAPE FEAR 20 NORTH FOURTH ST SUITE 300 WILMINGTON NC 29601 203385755 501(C )(3) 10000 0 FINANCIAL SUPPORT ELE'S PLACE INC 1145 W OAKLAND AVE LANSING MI 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24504 541920136 501(C )(3) 10000 0 FINANCIAL SUPPORT LIGHTHOUSE OALLAND COUNTY 46456 WOODWARD AVENUE PONTIAC MI 48075 382847849 501(C )(3) 10000 0 FINANCIAL SUPPORT MEYER CENTER 1132 RUTHERFORD ROAD GREENVILLE SC 29609 570361503 501(C )(3) 10000 0 FINANCIAL SUPPORT ODYSSEY AFTER SCHOOL PROGRAM PO BOX 237 ROCKPORT TX 78381 710916426 501(C )(3) 10000 0 FINANCIAL SUPPORT OFFERING ALTERNATIVE THERAPY WITH SMILES 4920 GROVELAND RD ORTONVILLE MI 48462 383380357 501(C )(3) 10000 0 FINANCIAL SUPPORT PAJAMA PROGRAM NJ CHAPTER 171 MADISON AVENUE SUITE 1409 NEW YORK NY 10016 020588068 501(C )(3) 10000 0 FINANCIAL SUPPORT POSITIVE DIRECTION FOR YOU AND FAMILIES 2207 EAST CONE BLVD GREENSBORO NC 27405 561872937 501(C )(3) 10000 0 FINANCIAL SUPPORT RIVERSIDE SUNRISE ROTARY FOUNDATION PO BOX 21155 RIVERSIDE CA 92516 330757914 501(C )(3) 10000 0 FINANCIAL SUPPORT RONALD MCDONALD HOUSE OF CENTRAL IOWA 1441 PLEASANT ST DES MOINES IA 50314 421117423 501(C )(3) 10000 0 FINANCIAL SUPPORT SAFECHILD 864 W MORGAN ST RALEIGH NC 27603 561817816 501(C )(3) 10000 0 FINANCIAL SUPPORT SAN ANTONIO INDEPENDENT SCHOOL DISTRICT 2411 SAN PEDRO SAN ANTONIO TX 78212 742861587 501(C )(3) 10000 0 FINANCIAL SUPPORT SHEETZ FAMILY CHARITIES (SHEETZ FOR THE KIDZ) 5700 SIXTH AVENUE ALTOONA PA 16602 251823955 501(C )(3) 10000 0 FINANCIAL SUPPORT SUSSEX MONTESSORI CHARTER SCHOOL 24960 DAIRY LANE SEAFORD DE 19973 822404164 501(C )(3) 10000 0 FINANCIAL SUPPORT THE DAYTON FOUNDATION 1401 S MAIN ST SUITE 100 DAYTON OH 45409 316027287 501(C )(3) 10000 0 FINANCIAL SUPPORT THE SPECIAL LEARNING CENTER 1115 FAIRGROUNDS ROAD JEFFERSON CITY MO 65109 431403230 501(C )(3) 10000 0 FINANCIAL SUPPORT TRUTH IN NATURE 158 STOCKMAR ROAD VILLA FICA GA 30180 264231073 501(C )(3) 10000 0 FINANCIAL SUPPORT WASHBURN CENTER FOR CHILDREN 1100 GLENWOOD AVENUE MINNEAPOLIS MN 55405 410711618 501(C )(3) 10000 0 FINANCIAL SUPPORT WASHINGTON AND LEE UNIVERSITY - ESOL PROGRAM 204 W WASHINGTON STREET LEXINGTON VA 24450 540505977 501(C )(3) 10000 0 FINANCIAL SUPPORT WINGS SPECIAL NEEDS COMMUNITY 13700 N EASTERN AVE EDMOND OK 73013 201141382 501(C )(3) 10000 0 FINANCIAL SUPPORT YOUNG LIFE CHARLOTTE CAPERNAUM NC 196 4420 REA RD CHARLOTTE NC 28226 840385934 501(C )(3) 10000 0 FINANCIAL SUPPORT WIZEHIVE 555 E NORTH LN STE 5030A CONSHOHOCKEN PA 19428 274126294 501(C )(3) 24000 0 FINANCIAL SUPPORT MEALS ON WHEELS OF GREATER LYNCHBURG 605 CLAY ST LYNCHBURG VA 24504 237399875 501(C )(3) 10000 0 FINANCIAL SUPPORT PART I, LINE 2: 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. 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