2024-11-15T11:44:50-06:00 2023-12-31 882730877 CHERRY BEKAERT ADVISORY LLC 3800 GLENWOOD AVE SUITE 200 RALEIGH NC 27612 990 2023-01-01 566513308 STANLEY & DOROTHY FRANK FAMILY FOUNDATION STAN 3363799100 301 NORTH ELM STREET 100 GREENSBORO NC 27401 H WALKER SANDERS DIRECTOR 3363799100 2024-11-13 1 1 MELANIE MCPEAK P01346034 9197821040 2023 2024-10-15 13:58:12Z H WALKER SANDERS 301 NORTH ELM STREET 100 GREENSBORO NC 27401 2584395 0 X N/A X 1997 NC SUPPORT THE COMMUNITY FOUNDATION OF GREATER GREENSBORO IN STRENGTHENING OUR LOCAL COMMUNITIES 7 6 0 7 15608 47047 0 3496 0 0 -141827 1190503 0 35276 -141827 1229275 902519 978777 0 0 0 0 0 0 0 402351 398528 1304870 1377305 -1446697 -148030 31525345 35069519 6994 460288 31518351 34609231 THE STANLEY AND DOROTHY FRANK FAMILY FOUNDATION IS A SUPPORTING ORGANIZATION OF COMMUNITY FOUNDATION OF GREATER GREENSBORO. 0 0 1064386 978777 GRANTS WERE MADE FOR THE BETTERMENT OF GREENSBORO, NORTH CAROLINA, AND THE SURROUNDING AREA. 1064386 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 0 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 7 6 0 0 0 0 0 1 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X X MARCI H PEACE 3367907518 301 NORTH ELM STREET SUITE 100 GREENSBORO NC 27401 X BARRY S FRANK PRESIDENT 1.00 0.00 X X 0 0 0 CAROLE SIMMS SECRETARY 1.00 0.00 X X 0 0 0 KARL ANDERSON DIRECTOR 0.25 0.00 X 0 0 0 ZAC ENGLE DIRECTOR 0.25 0.00 X 0 0 0 JACQUELINE O'CONNELL DIRECTOR 0.25 0.00 X 0 0 0 JACKIE WIELAND DIRECTOR 0.25 0.00 X 0 0 0 H WALKER SANDERS DIRECTOR 0.25 42.00 X X 0 273268 29355 0 273268 29355 0 0 1 0 PIEDMONT TRUST 800 GREEN VALLEY RD STE 203 GREENSBORO NC 27408 INVESTMENT MGMT. 129354 1 3496 3496 299812 15608 284204 2245811 1355120 890691 890691 890691 REFUND OF ESTIMATED TAXES 900099 35276 35276 35276 1229275 0 15608 1210171 978777 978777 94646 64359 30287 40175 40175 5396 5396 237061 237061 OTHER PROGRAM EXPENSES 21250 21250 1377305 1064386 312919 0 5934986 6445253 12006 12 9231177 10775880 16347176 17848374 31525345 35069519 6994 460288 6994 460288 X 2900683 5988067 28617668 28621164 31518351 34609231 31525345 35069519 X -148030 2678642 560268 X 0 1 X 1 0 X X 1 COMMUNITY FOUNDATION OF GREATER GREENSBORO INC 561380249 7 1 0 0 1 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 6: THE FOUNDATION IS A SUPPORTING ORGANIZATION OF COMMUNITY FOUNDATION OF GREATER GREENSBORO ("CFGG"). CFGG MAKES GRANTS TO STRENGTHEN THE GREATER GREENSBORO COMMUNITY. GRANTS MADE BY THE FOUNDATION ARE TO ORGANIZATIONS THAT CFGG WOULD TYPICALLY SUPPORT DIRECTLY. 28617668 563764 3436914 805654 294673 31518019 35263904 -5654167 702019 290050 28617668 32150392 3667121 460417 93192 35263904 1742009 28316118 2604409 415774 96370 32150392 183690 1487312 81727 8016 2704 1742009 0.00000 1.00000 0.00000 0 1 1 0 INVESTMENT IN POOLED FUNDS 171404 F PARTNERSHIPS 12991255 F HEDGE FUND 4685715 F 17848374 X PART V, LINE 4: FUNDS FROM THE ENDOWMENT ARE USED TO SUPPORT SPECIFIED NON-PROFIT ORGANIZATIONS, CHARITABLE CAUSES, AND SCHOLARSHIPS FOR THE BENEFIT OF THE GREENSBORO AREA AND ITS RESIDENTS. THE PERCENTAGE REPORTED FOR PERMANENT ENDOWMENTS INCLUDES AMOUNTS THAT MUST BE MAINTAINED IN PERPETUITY AS WELL AS ACCUMULATED EARNINGS ON SUCH AMOUNTS THAT HAVE NOT YET BEEN APPROPRIATED FOR EXPENDITURE. PART X, LINE 2: IT IS THE COMMUNITY FOUNDATION'S POLICY TO EVALUATE ALL TAX POSITIONS TO IDENTIFY ANY THAT MAY BE CONSIDERED UNCERTAIN. ALL IDENTIFIED MATERIAL TAX POSITIONS ARE ASSESSED AND MEASURED BY A MORE LIKELY THAN NOT THRESHOLD TO DETERMINE IF THE TAX POSITION IS UNCERTAIN AND THE IMPACT, IF ANY, OF THE EFFECT OF THE UNCERTAIN TAX POSITION MAY HAVE ON THE COMBINED FINANCIAL STATEMENTS. NO MATERIAL UNCERTAIN TAX POSITIONS WERE IDENTIFIED DURING 2023 OR 2022. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 4825326 0 0 0 0 0 0 4825326 0 4825326 0 0 1 0 0 0 PART I, LINE 3: THE AMOUNT REPORTED IN PART I REPRESENTS THE FMV OF THE INVESTMENTS AS OF THE END OF THE TAX YEAR. 1 ACTION GREENSBORO INC 122 NORTH ELM STREET SUITE 110 GREENSBORO NC 27401 562251250 501(C)(3) 85000 0 GENERAL SUPPORT APPALACHIAN STATE UNIVERSITY - ADVANCEMENT BOX 32088 BOONE NC 28608 561176030 501(C)(3) 111390 0 GENERAL SUPPORT AUTHORACARE COLLECTIVE 2500 SUMMIT AVE GREENSBORO NC 274054522 561249146 501(C)(3) 14814 0 GENERAL SUPPORT EBENEZER LUTHERAN CHURCH 310 S TREMONT DR GREENSBORO NC 27403 566021823 501(C)(3) 13034 0 GENERAL SUPPORT GIRL SCOUTS CAROLINAS PEAKS TO PIEDMONT 31 COLLEGE PLACE BLDG C ASHEVILLE NC 28801 560577629 501(C)(3) 5214 0 GENERAL SUPPORT GREENSBORO JEWISH FEDERATION 5509 - C W FRIENDLY AVE GREENSBORO NC 274104211 237107693 501(C)(3) 17642 0 GENERAL SUPPORT GREENSBORO SYMPHONY ORCHESTRA 200 N DAVIE ST STE 301 GREENSBORO NC 27401 566063111 501(C)(3) 10800 0 GENERAL SUPPORT GUILFORD COLLEGE 5800 W FRIENDLY AVE GREENSBORO NC 27410 560529982 501(C)(3) 64841 0 GENERAL SUPPORT GUILFORD TECHNICAL COMMUNITY COLLEGE FOUNDATION PO BOX 309 JAMESTOWN NC 272820309 566085391 501(C)(3) 125000 0 GENERAL SUPPORT LUTHERAN CHAPEL CHURCH 135 EUDY RD CHINA GROVE NC 28023 566049465 501(C)(3) 27848 0 GENERAL SUPPORT MOSES H CONE MEMORIAL HOSPITAL 1200 N ELM ST GREENSBORO NC 27401 581588823 501(C)(3) 25000 0 GENERAL SUPPORT OLD NORTH STATE COUNCIL OF BOY SCOUTS OF AMERICA PO BOX 29046 GREENSBORO NC 27429 561762001 501(C)(3) 5214 0 GENERAL SUPPORT SALVATION ARMY BOYS AND GIRLS CLUB GREENSBORO 1001 FREEMAN MILL ROAD GREENSBORO NC 27406 580660607 501(C)(3) 5214 0 GENERAL SUPPORT SALVATION ARMY GREENSBORO PO BOX 5310 GREENSBORO NC 274350310 132923701 501(C)(3) 7820 0 GENERAL SUPPORT SENIOR RESOURCES OF GUILFORD PO BOX 21993 GREENSBORO NC 27420 561181577 501(C)(3) 10427 0 GENERAL SUPPORT TEMPLE EMANUEL 1129 JEFFERSON RD GREENSBORO NC 27410 560543235 501(C)(3) 65086 0 GENERAL SUPPORT THE NUSSBAUM CENTER FOR ENTREPRENEURSHIP INC 1451 S ELM-EUGENE ST GREENSBORO NC 27406 561577495 501(C)(3) 80000 0 GENERAL SUPPORT TRINITY LUTHERAN CHURCH 108 W RICE ST LANDIS NC 28088 560934773 501(C)(3) 27848 0 GENERAL SUPPORT UNCG EXCELLENCE FOUNDATION PO BOX 26170 GREENSBORO NC 274026170 566086393 501(C)(3) 5214 0 GENERAL SUPPORT UNITED WAY OF GREATER GREENSBORO 1500 YANCEYVILLE ST GREENSBORO NC 274056932 560668555 501(C)(3) 75000 0 GENERAL SUPPORT WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE PO BOX 571021 WINSTONSALEM NC 271571021 560532138 501(C)(3) 43227 0 GENERAL SUPPORT WELL SPRING- A LIFE PLAN COMMUNITY 4100 WELL SPRING DR GREENSBORO NC 27410 561497371 501(C)(3) 150000 0 GENERAL SUPPORT 22 0 PART I, LINE 2: GRANTS ARE MADE FOR GENERAL OPERATING SUPPORT OF PREAUTHORIZED 501(C)(3) CHARITABLE ORGANIZATIONS. AS SUCH, IT IS NOT NECESSARY TO MONITOR THE USE OF THE FUNDS GIVEN. GRANTEES ARE RECOMMENDED BY BOARD MEMBERS AND VOTED ON BY THE BOARD. 0 1 0 0 0 0 0 0 0 H WALKER SANDERS DIRECTOR 0 268324 0 102 0 4842 0 18838 0 10517 0 302623 0 0 PART I, LINE 4B H. WALKER SANDERS PARTICIPATED IN A SECTION 457(F) DEFERRED RETENTION BONUS PLAN AT COMMUNITY FOUNDATION OF GREATER GREENSBORO. VESTED AMOUNTS ARE DISTRIBUTABLE UPON THE EARLIEST OF THE FOLLOWING: SPECIFIED DISTRIBUTION DATE, JUNE 30, 2032; INVOLUNTARY SEPARATION FROM SERVICE WITHOUT CAUSE; TERMINATION FOR GOOD REASON; OR DISABILITY. THERE WERE NO PAYMENTS UNDER THE PLAN IN THE CURRENT YEAR. FORM 990, PART VI, SECTION A, LINE 7A THE COMMUNITY FOUNDATION OF GREATER GREENSBORO BOARD OF DIRECTORS APPOINTS THE MAJORITY OF THE MEMBERS OF THE STANLEY & DOROTHY FRANK FAMILY FOUNDATION BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE OF COMMUNITY FOUNDATION OF GREATER GREENSBORO, COMPRISED OF ACCOUNTING AND FINANCIAL PROFESSIONALS, REVIEWED THE 990 IN DRAFT FORM PRIOR TO FILING. ALL BOARD MEMBERS WERE PROVIDED WITH A COPY OF THE 990 PRIOR TO ITS FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, BOARD MEMBERS ACKNOWLEDGE THEIR ADHERENCE TO THE CONFLICT OF INTEREST POLICY. ANY DUALITY OR POSSIBLE CONFLICT OF INTEREST ON THE PART OF ANY MEMBER OF THE BOARD OF DIRECTORS IS DISCLOSED TO THE OTHER MEMBERS OF THE BOARD AND MADE A MATTER OF RECORD. IF A CONFLICT IS KNOWN, THAT PERSON SHALL NOT VOTE ON SUCH MATTER AND SHALL NOT ATTEMPT TO EXERT PERSONAL INFLUENCE IN CONNECTION THEREWITH. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION HAS NO FULL-TIME EMPLOYEES. KEY PERSONNEL IN SUPPORT OF THE ORGANIZATION ARE EMPLOYEES OF THE COMMUNITY FOUNDATION OF GREATER GREENSBORO ("CFGG") AND ARE SUBJECT TO COMPENSATION, CLASSIFICATION AND ALL OTHER PERSONNEL POLICIES OF CFGG. CFGG PERIODICALLY REVIEWS ITS CLASSIFICATION AND COMPENSATION STRUCTURE TO ENSURE REASONABLENESS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AND ON THE COMMUNITY FOUNDATION OF GREATER GREENSBORO'S WEBSITE. FORM 990, PART VII, COMPENSATION FROM RELATED ORGANIZATIONS H. WALKER SANDERS, DIRECTOR, RECEIVES COMPENSATION FROM A RELATED ORGANIZATION, THE COMMUNITY FOUNDATION OF GREATER GREENSBORO. COMPENSATION REPORTED IN PART VII FOR THIS INDIVIDUAL IS FOR THE SERVICES PERFORMED FOR THE RELATED ORGANIZATION IN HIS CAPACITY AS AN EMPLOYEE FOR THE RELATED ORGANIZATION. FORM 990, PART XI, LINE 9: BENEFICIAL INTEREST IN TRUST 560,268. COMMUNITY FOUNDATION OF GREATER GREENSBORO INC 301 NORTH ELM STREET STE 100 GREENSBORO NC 27401 561380249 COMMUNITY BETTERMENT NC 501(C)(3) LINE 7 N/A 0 COMMUNITY FOUNDATION REAL ESTATE MANAGEMENT FUND INC 301 NORTH ELM STREET STE 100 GREENSBORO NC 27401 562035757 TO ADMINISTER CHARITABLE FUNDS RELATING TO REAL PROPERTY NC 501(C)(3) LINE 12A, I COMMUNITY FOUNDATION OF GREATER GREENSBORO INC 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0