2024-11-14T14:16:24-06:00 2023-12-31 920460586 PWC US TAX LLP 214 NORTH TRYON ST STE 4200 CHARLOTTE NC 282022366 990 2023-01-01 566557259 THE CROSLAND FOUNDATION CROS 7049734557 220 N TRYON STREET CHARLOTTE NC 28202 DOUGLAS W EY JR TRUSTEE 7049734557 2024-11-14 1 0 LAURA SAFRIT P01258884 7043447500 2023 2024-10-15 13:58:12Z DOUGLAS W EY JR 201 N TRYON STREET STE 2600 CHARLOTTE NC 28202 90029732 0 X N/A X 2000 NC SEE ATTACHMENT 1 11 9 0 0 909325 2947629 1967410 89120407 0 0 -2958 909325 0 0 1964452 90029732 1135198 847985 0 0 6750 4615 0 0 0 207536 795472 1349484 1648072 614968 88381660 16720151 116211176 4171 2400 16715980 116208776 X THE MISSION OF THE CROSLAND FOUNDATION IS TO CREATE A PERPETUAL CHARITABLE LEGACY THROUGH THE DEVOTION AND APPLICATION OF ITS ASSETS EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF AND TO CARRY OUT THE PURPOSES (CONT ON SCHEDULE O) 0 0 847985 847985 SEE EXPLANATION FOR PART III, LINE 1 847985 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 11 9 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 NC X ALYSSA FEDERICO 7049734500 220 N TRYON STREET CHARLOTTE NC 28202 JUNE G RHYNE TRUSTEE 0.50 X 0 0 0 JOHN CROSLAND III TRUSTEE 0.50 X 0 0 0 JAMES C BURBANK TRUSTEE 0.50 X 0 0 0 MARK W MEALY TRUSTEE 0.50 X 0 0 0 WILLIAM J SULLIVAN TRUSTEE 0.50 X 0 0 0 DR HUNTER DYER TRUSTEE 0.50 X 0 0 0 JAMIE MCLAWHORN TRUSTEE 0.50 X 0 0 0 DOUGLAS W EY JR TRUSTEE 0.50 X 0 0 0 ROBERT E MASON IV TRUSTEE 0.50 X 0 0 0 COURTAULD YOUNG TRUSTEE 0.50 X 4500 0 0 ELIZABETH KISER TRUSTEE 0.50 50.00 X 0 215547 57648 4500 215547 57648 0 0 1 0 0 89120407 88720255 89120407 909325 909325 90029732 0 909325 0 847985 847985 4615 4615 236360 236360 8200 8200 39954 39954 52184 52184 5000 5000 1208 1208 2474 2474 ADMIN FEES - PLANNED GI 450092 450092 1648072 847985 800087 0 13218 14526 15408878 17286913 1298055 98909737 16720151 116211176 4171 2400 4171 2400 X 16715980 116208776 16715980 116208776 16720151 116211176 88381660 11111136 0 X 0 0 0 X X 3 PROTESTANT EPISCOPAL HIGH SCHOOL (VIRGINIA) 540506326 2 1 127198 0 DAVIDSON COLLEGE 560529961 2 1 84798 0 FOUNDATION FOR THE CAROLINAS 566047886 7 1 84798 0 3 296794 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16715980 89120407 12020460 847985 800086 116208776 18919963 1967410 2821908 1135198 214287 16715980 17488396 400294 2261980 1049304 226403 18919963 6394550 10131868 1708757 509046 180072 17488396 3625795 2206500 938369 232578 143536 6394550 1.00000 0 0 0 INVESTMENTS - PARTNERSHIPS 98659737 C HOUSING IMPACT FUND II 250000 C 98909737 INTENDED USES OF ENDOWMENT FUNDS SCHEDULE D, PART V, LINE 4 SEE MISSION STATEMENT 1 YWCA OF THE CENTRAL CAROLINAS 3420 PARK RD CHARLOTTE NC 28209 560532139 501(C)(3) 50000 0 N/A N/A SEE PART IV DAVIDSON COLLEGE PO BOX 7170 DAVIDSON NC 28035 560529961 501(C)(3) 84798 0 N/A N/A SEE PART IV PROTESTANT EPISCOPAL HIGH SCHOOL OF VA 1200 N QUAKER LANE ALEXANDRIA VA 22302 540506326 501(C)(3) 127198 0 N/A N/A SEE PART IV SALVATION ARMY - CHARLOTTE 4015 STUART ANDREWS BLVD PO BOX 31128 CHARLOTTE NC 28217 580660607 501(C)(3) 25000 0 N/A N/A SEE PART IV SUPPORTIVE HOUSING COMMUNITIES 601 E FIFTH STREET SUITE 255 CHARLOTTE NC 28202 582067479 501(C)(3) 25000 0 N/A N/A SEE PART IV HABITAT FOR HUMANITY PO BOX 220287 CHARLOTTE NC 28222 561366233 501(C)(3) 50000 0 N/A N/A SEE PART IV CRISIS ASSISTANCE MINISTRY 500-A SPRATT STREET CHARLOTTE NC 28206 561416719 501(C)(3) 30000 0 N/A N/A SEE PART IV RENAISSANCE WEST COMMUNITY INITIATIVE 3610 NOBLES AVENUE 199 CHARLOTTE NC 28208 271396021 501(C)(3) 25000 0 N/A N/A SEE PART IV FOUNDATION FOR THE CAROLINAS 220 NORTH TRYON ST CHARLOTTE NC 28202 566047886 501(C)(3) 84798 0 N/A N/A SEE PART IV CHARLOTTE FAMILY HOUSING 300 HAWTHORNE LANE CHARLOTTE NC 28204 581599120 501(C)(3) 50000 0 N/A N/A SEE PART IV ROOF ABOVE INC PO BOX 31335 CHARLOTTE NC 28231 561837620 501(C)(3) 50000 0 N/A N/A SEE PART IV WEST SIDE COMMUNITY LAND TRUST PO BOX 668023 CHARLOTTE NC 28266 821143067 501(C)(3) 25000 0 N/A N/A SEE PART IV CROSSROADS CORPORATION FOR AFFORDABLE HOUSING AND COMMUNITY 3623 LATROBE DRIVE SUITE 208 CHARLOTTE NC 28211 262787742 501(C)(3) 50000 0 N/A N/A SEE PART IV HOPE HAVEN INC 3815 N TRYON STREET CHARLOTTE NC 28206 581314284 501(C)(3) 10000 0 N/A N/A SEE PART IV RELATIVES INC 2219 FREEDOM DRIVE CHARLOTTE NC 28202 561082022 501(C)(3) 25000 0 N/A N/A SEE PART IV PARKINSON ASSOCIATION OF THE CAROLINAS 2101 SARDIS RD NORTH CHARLOTTE NC 28227 300064156 501(C)(3) 10000 0 N/A N/A SEE PART IV ALLEGRO FOUNDATION 419 ARDMORE RD CHARLOTTE NC 28209 200221482 501(C)(3) 10000 0 N/A N/A SEE PART IV THE JOHN CROSLAND SCHOOL 5146 PARKWAY PLAZA BLVD CHARLOTTE NC 28217 561211583 501(C)(3) 51191 0 N/A N/A SEE PART IV LOCAL INITIATIVES SUPPORT CORPORATION 28 LIBERTY STREET 34TH FLOOR NEW YORK NY 10005 133030229 501(C)(3) 15000 0 N/A N/A SEE PART IV LOTUS CAMPAIGN INC 200 S COLLEGE STREET 200 CHARLOTTE NC 28202 824662347 501(C)(3) 15000 0 N/A N/A SEE PART IV CHARLOTTE NEUROSCIENCE FOUNDATION 411 BILLINGSLEY ROAD 103 CHARLOTTE NC 28211 464329944 501(C)(3) 20000 0 N/A N/A SEE PART IV CHARLOTTE MECKLENBURG HOUSING PARTNERSHIP 4601 CHARLOTTE PARK DRIVE 350 CHARLOTTE NC 28217 561620516 501(C)(3) 15000 0 N/A N/A SEE PART IV 22 SCHEDULE I, PART II, COLUMN (H) PURPOSE OF GRANT - TO ASSIST THE ORGANIZATION IN FULFILLING ITS MISSION. 0 1 0 0 0 0 0 0 0 ELIZABETH KISER TRUSTEE 0 194512 0 20000 0 1035 0 39600 0 18048 0 273195 0 0 SCHEDULE J, PART I, LINE 4B 457(F) PLAN FOUNDATION FOR THE CAROLINAS, A RELATED ORGANIZATION, MAINTAINS A NON-QUALIFIED 457(F) PLAN FOR EMPLOYEES WHO ARE UNABLE TO MAXIMIZE EMPLOYER CONTRIBUTIONS TO THE QUALIFIED 403(B) PLAN DUE TO ANNUAL CONTRIBUTION LIMITS UNDER SECTION 415. ELIZABETH KISER PARTICIPATED IN THIS PLAN. X 4 88720255 COST 0 0 0 SCHEDULE M, PART I, LINE 11, COLUMN (B) THE AMOUNT REPORTED REPRESENTS NUMBER OF CONTRIBUTIONS. OTHER PROGRAM SERVICES PART III QUESTION 4D GRANT TO VARIOUS ORGANIZATIONS AS LISTED ON SCHEDULE I PART II (CONTINUED FROM PART III, LINE 1) OF ITS PRIMARY SUPPORTED ORGANIZATIONS, INCLUDING EPISCOPAL HIGH SCHOOL OF VIRGINIA, DAVIDSON COLLEGE, AND FOUNDATION FOR THE CAROLINAS, AND OF OTHER SECONDARY SUPPORTED ORGANIZATIONS, BY ENGAGING IN CHARITABLE ACTIVITIES OR BY GIVING CONTRIBUTIONS OR GRANTS TO THOSE ORGANIZATIONS IN AN EFFORT TO MAKE A DIFFERENCE IN THE COMMUNITIES TOUCHED BY THESE ORGANIZATIONS, WITH PARTICULAR FOCUSES ON (I) THE ESTABLISHMENT AND CONTINUED SUPPORT OR REVITALIZATION OF PROCESSES AND PROGRAMS DESIGNED TO ENABLE EDUCATIONAL INSTITUTIONS TO IDENTIFY, SUPPORT AND ASSIST STUDENTS WITH LEARNING DISABILITIES, (II) EDUCATIONAL ASSISTANCE TO CHILDREN/STUDENTS WHO ARE OTHERWISE UNDERPRIVILEGED OR GENERALLY UNDERSERVED IN THEIR EARLY CHILDHOOD EDUCATIONAL PURSUITS, (III) THE SUPPORT OF ORGANIZATIONS THAT SEEK TO PROVIDE AFFORDABLE HOUSING FOR LESS FORTUNATE INDIVIDUALS AND FAMILIES, ALLEVIATE HOMELESSNESS AND ADVOCATE FOR RELATED EFFORTS, (IV) THE SUPPORT OF ORGANIZATIONS OR CENTERS AT EDUCATIONAL INSTITUTIONS ENGAGED IN RESEARCH AND EDUCATION ON, AND ENCOURAGING PRACTICAL AND INNOVATIVE APPROACHES TO, COMPLEX URBAN POLICY CONCERNS, AS WELL AS REAL ESTATE DEVELOPMENT, RESEARCH AND EDUCATION, AND (V) MEDICAL RESEARCH AIMED AT THE PREVENTION AND TREATMENT OF LIFE THREATENING OR DEBILITATING DISEASES, INCLUDING SUPPORT FOR AWARENESS, EDUCATION AND RESEARCH CONCERNING PARKINSON'S DISEASE, ALZHEIMER'S DISEASE OR OTHER DEMENTIA RELATED DISEASES OR DISORDERS AND FOR RESEARCH TO FIND A CURE FOR SUCH DISEASES OR DISORDERS. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE TAX RETURN WAS DISCUSSED WITH BOARD MEMBERS AT BOARD MEETING AND CIRCULATED ELECTRONICALLY. NO CHANGES WERE DEEMED NECESSARY. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ANNUALLY COMPLETE A CONFLICT OF INTEREST FORM, IN COMPLIANCE WITH NATIONAL STANDARDS FOR COMMUNITY FOUNDATIONS AND UNDER FFTC'S ETHICS POLICY. FFTC STAFF COLLECTS THE ANNUAL FORMS, MAINTAINS THE FORMS, AND MONITORS THE PROCESS. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST, THE ORGANIZATION WILL MAKE AVAILABLE TO THE PUBLIC ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS. PROCESS FOR DETERMINING COMPENSATION PART VI QUESTION 15A-B THE CROSLAND FOUNDATION DOES NOT HAVE CURRENT EMPLOYEES, THEREFORE NO POLICY IS CURRENTLY NECESSARY. PROTESTANT EPISCOPAL HIGH SCHOOL OF VA 540506326 HIGH SCHOOL VA 501(C)(3) LINE 2 N/A 0 DAVIDSON COLLEGE 560529961 UNIVERSITY NC 501(C)(3) LINE 2 N/A 0 FOUNDATION FOR THE CAROLINAS 566047886 PHILANTHROPY NC 501(C)(3) LINE 7 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1