2025-11-13T12:21:21-06:00 2024-12-31 561031342 WILLIAMS OVERMAN PIERCE LLP 2501 ATRIUM DRIVE SUITE 500 RALEIGH NC 27607 990 2024-01-01 237423031 AJ FLETCHER FOUNDATION AJFL 9193222580 909 GLENWOOD AVENUE RALEIGH NC 27605 DAMON J CIRCOSTA VICE PRESIDENT/EXECUTIVE DIRECTOR 9193222580 2025-11-13 1 0 DANIEL M LAVELLE CPA P02154046 9197823444 2025-11-13 2024 2025-03-06 01:10:19Z DAMON J CIRCOSTA 909 GLENWOOD AVENUE RALEIGH NC 27605 48442220 0 X WWW.AJF.ORG X 1975 NC SEE SCHEDULE O NARRATIVE FOR PART III, LINE 1 7 4 5 0 0 0 0 0 0 0 4698561 12149563 1366989 -50578 6065550 12098985 6677600 8833250 0 0 538536 518641 0 0 0 857241 956304 8073377 10308195 -2007827 1790790 263837938 279221023 46980 103408 263790958 279117615 X SEE SCHEDULE OTHE A.J. FLETCHER FOUNDATION OPERATES FOR THE EXCLUSIVE BENEFIT OF THE FLETCHER ACADEMY, SCHOOL OF ACHIEVEMENT, INC. AND IN FURTHERANCE OF A PURPOSE OF THE FLETCHER ACADEMY, A DESIGNATED CLASS OF OTHER CHARITABLE ORGANIZATIONS. THROUGH ITS GRANTS, THE FOUNDATION SUPPORTS THE FLETCHER ACADEMY AND OTHER PUBLIC CHARITIES LOCATED IN NORTH CAROLINA OR SERVING NORTH CAROLINA RESIDENTS THAT HAVE AS ONE OF THEIR PURPOSES THE CARE OR SUPPORT OF THE ELDERLY, INFIRM OR INDIGENT, THE PROMOTION OF EDUCATION, ARTISTIC ENDEAVORS, COMMUNICATION ARTS, OR PUBLIC RECREATION OR THE FOSTERING OF RELIGIOUS FAITH. 0 0 2675000 2675000 THE A.J. FLETCHER FOUNDATION IS A SUPPORTING ORGANIZATION FOR THE FLETCHER ACADEMY SCHOOL OF ACHIEVEMENT, INC., SERVING NORTH CAROLINA AS AN INDEPENDENT, CO-EDUCATIONAL DAY SCHOOL WITH OVER 200 STUDENTS IN GRADES 1-12 WITH LEARNING DISABILITIES AND/OR ATTENTION DEFICIT DISORDERS. THE ACADEMY HELPS THESE SPECIAL STUDENTS MASTER BASIC ACADEMIC AND SOCIAL SKILLS WHILE INSTILLING IN THEM A POSITIVE SENSE OF THEIR OWN RESPONSIBILITY FOR LEARNING. THE SCHOOL IS ACCREDITED BY THE SOUTHERN ASSOCIATION OF INDEPENDENT SCHOOLS AND THE SOUTHERN ASSOCIATION OF COLLEGES AND SCHOOLS. 6646622 6158250 IN KEEPING WITH ITS MISSION OF SUPPORTING CHARITABLE ORGANIZATIONS WITH CERTAIN PURPOSES LOCATED IN NORTH CAROLINA OR SERVING NORTH CAROLINA RESIDENTS, THE A.J. FLETCHER FOUNDATION MADE GRANTS TOTALING $6,158,250 TO CHARITABLE ORGANIZATIONS INVOLVED IN THE SUPPORT OF THE ELDERLY, INFIRM OR INDIGENT, IN EDUCATION, IN ARTISTIC ENDEAVORS, IN COMMUNICATION ARTS, IN PUBLIC RECREATION, AND IN FOSTERING RELIGIOUS FAITH. SEE ALSO SCHEDULE I, FOR A DETAILED LIST OF ALL GRANTS PAID IN 2024. 9321622 1 0 0 0 0 0 0 0 0 0 1 1 0 0 1 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 1 1 1 1 0 0 1 6 0 1 5 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 4 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 X DAMON J CIRCOSTA 9193222580 909 GLENWOOD AVENUE RALEIGH NC 276051511 JAMES F GOODMON CHAIRMAN OF THE BOARD 2.00 1.00 X 0 0 0 BETH BRIGGS DIRECTOR 1.00 X 0 0 0 MARIA SPAULDING DIRECTOR 1.00 X 0 0 0 MICHAEL GOODMON DIRECTOR 1.00 1.00 X 0 0 0 JAMES F GOODMON JR DIRECTOR 1.00 1.00 X 0 0 0 GREG PATTERSON DIRECTOR/TREASURER 2.00 2.00 X X 0 0 0 STEVE HAMMEL DIRECTOR 1.00 X 0 0 0 DANIEL P MCGRATH TREASURER/SECRETARY 1.00 2.00 X 0 0 0 BARBARA L GOODMON PRESIDENT 1.00 1.00 X 0 0 0 DAMON J CIRCOSTA V.P/ EXEC. DIR./ASST SECRE 40.00 X 219205 0 43278 NICOLE STEWART DIRECTOR OF ENGAGMENT 40.00 X 111019 0 11102 330224 0 54380 2 0 1 0 WELLS FARGO 4208 SIX FORKS RD STE 120 RALEIGH NC 27609 INVESTMENT FEES 231418 VANGUARD PO BOX 3009 MONROE WI 53566 INVESTMENT FEES 127121 2 8083808 8083808 249105 299683 -50578 -50578 -50578 40109307 36043552 4065755 4065755 4065755 12098985 0 0 12098985 8833250 8833250 262483 196862 65621 150605 123453 27152 44301 34112 10189 32865 25306 7559 28387 21858 6529 4456 3431 1025 47944 47944 107164 107164 358539 358539 80229 80229 360 360 19752 19752 11083 11083 101780 101780 4292 4292 34296 22534 11762 90379 90379 16311 16311 TICKETS AND SPONSORSHIP 60816 60816 DUES & SUBSCRIPTIONS 11991 11991 MEALS 6912 6912 10308195 9321622 986573 0 106238 489331 11384174 16546573 4149 2162 33676 0 11762051 3245939 5230005 8516112 213547564 219288630 33530778 34376861 1354 1354 263837938 279221023 46980 98159 0 5249 46980 103408 X 263790958 279117615 263790958 279117615 263837938 279221023 X 1790790 13195217 340650 X X 0 1 X 0 0 X X 1 THE FLETCHER ACADEMY 581447219 2 1 2675000 0 1 2675000 0 1 0 0 0 0 1 0 0 0 1 1 0 0 0 0 1 0 SCHEDULE A, PART IV, SECTION A, LINE 9B AND 9C: FROM JANUARY 1, 2024, UNTIL MAY 3, 2024, JAMES F. GOODMON (CHAIRMAN OF THE BOARD) OWNED A CONTROLLING VOTING INTEREST, BUT NOT A CONTROLLING VALUE INTEREST, IN CAPITOL HOLDING COMPANY, INC. AND SUBSIDIARIES. FROM MAY 3, 2024, THROUGH DECEMBER 31, 2024, JAMES F. GOODMON, JR., IN HIS CAPACITY AS TRUSTEE OF THE GOODMON 2024 IRREVOCABLE VOTING STOCK TRUST, OWNED A CONTROLLING VOTING INTEREST, BUT NOT A CONTROLLING VALUE INTEREST, IN CAPITOL HOLDING COMPANY, INC. AND SUBSIDIARIES. JAMES F. GOODMON, JR. (DIRECTOR) OWNS A NON-CONTROLLING INTEREST IN CAPITOL HOLDING COMPANY, INC. AND SUBSIDIARIES. MICHAEL GOODMON (DIRECTOR) OWNS A NON-CONTROLLING INTEREST IN CAPITOL HOLDING COMPANY, INC. AND SUBSIDIARIES. FROM MAY 9, 2024, THROUGH DECEMBER 31, 2024, JAMES F. GOODMON, JR. AND MICHAEL GOODMON, IN THEIR CAPACITIES AS CO-TRUSTEES OF THE JAMES F. GOODMON, JR. 2024 IRREVOCABLE TRUST AND OF THE MICHAEL J. GOODMON 2024 IRREVOCABLE TRUST, OWNED A NON-CONTROLLING INTEREST IN CAPITOL HOLDING COMPANY, INC. AND SUBSIDIARIES. PART IV, SECTION A, LINE 6: IN KEEPING WITH ITS MISSION OF SUPPORTING CHARITABLE ORGANIZATIONS WITH CERTAIN PURPOSES LOCATED IN NC OR SERVING NC RESIDENTS, THE A.J. FLETCHER FOUNDATION MADE GRANTS TOTALING $6,158,250 TO CHARITABLE ORGANIZATIONS INVOLVED IN THE SUPPORT OF THE ELDERLY, INFIRM OR INDIGENT, IN EDUCATION, IN ARTISTIC ENDEAVORS, IN COMMUNICATION ARTS, IN PUBLIC RECREATION AND IN FOSTERING RELIGIOUS FAITH. SEE ALSO SCHEDULE I FOR A DETAILED LIST OF ALL GRANTS PAID IN 2024. THE A. J. FLETCHER FOUNDATION OPERATES FOR THE EXCLUSIVE BENEFIT OF THE FLETCHER ACADEMY, SCHOOL OF ACHIEVEMENT, INC. (THE "FLETCHER ACADEMY") AND IN FURTHERANCE OF A PURPOSE OF THE FLETCHER ACADEMY, A DESIGNATED CLASS OF OTHER CHARITABLE ORGANIZATIONS. THE ARTICLES OF INCORPORATION OF THE A. J. FLETCHER FOUNDATION PROVIDE IN RELEVANT PART AS FOLLOWS: 2. PURPOSE. THE PURPOSES FOR WHICH THE CORPORATION IS ORGANIZED ARE: . . . B. TO SUPPORT AND AT ALL TIMES HEREAFTER TO OPERATE EXCLUSIVELY FOR THE BENEFIT OF: (1) THE FLETCHER ACADEMY, SCHOOL OF ACHIEVEMENT, INC., A NORTH CAROLINA NONPROFIT CORPORATION, AND (2) ANY ORGANIZATION (I) DESCRIBED IN SECTION 509(A)(1) OR SECTION 509(A)(2) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, OR THE CORRESPONDING PROVISIONS OF ANY FUTURE UNITED STATES INTERNAL REVENUE LAWS, (II) CONTRIBUTIONS TO WHICH ARE DEDUCTIBLE UNDER SECTIONS 170(C), 2055(A) AND 2522(A) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, OR THE CORRESPONDING PROVISIONS OF ANY FUTURE UNITED STATES INTERNAL REVENUE LAWS, (III) LOCATED OR CONDUCTING ANY PART OF ITS ACTIVITIES IN NORTH CAROLINA OR IN A MANNER BENEFITING RESIDENTS OF NORTH CAROLINA, AND (IV) WHICH HAS AS ONE OF ITS PURPOSES OR FUNCTIONS ANY OF THE FOLLOWING: (A) THE PROMOTION OF EDUCATION OR THE ADVANCEMENT OR PRESERVATION OF KNOWLEDGE INCLUDING, WITHOUT LIMITATION, THE OPERATION OF A SCHOOL, COLLEGE, UNIVERSITY, LIBRARY OR MUSEUM; (B) THE CARE OR SUPPORT OF THE ELDERLY, INFIRM, OR INDIGENT; (C) THE PROMOTION, ENCOURAGEMENT OR SUPPORT OF MUSICAL, THEATRICAL, VISUAL OR OTHER ARTISTIC ENDEAVORS; (D) THE PROMOTION, ENCOURAGEMENT OR SUPPORT OF MASS MEDIA OR OTHER COMMUNICATION ARTS; (E) THE PROMOTION, ENCOURAGEMENT OR SUPPORT OF PUBLIC RECREATION INCLUDING, WITHOUT LIMITATION, THE SUPPORT OF PUBLIC PARKS OR PLAYGROUNDS; OR (F) THE FOSTERING OF RELIGIOUS FAITH. THE ARTICLES OF INCORPORATION OF THE FLETCHER ACADEMY PROVIDE IN RELEVANT PART AS FOLLOWS: 4. PURPOSES. THE PURPOSES FOR WHICH THE CORPORATION IS TO BE FORMED ARE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1954 AND IN THIS CONNECTION, TO PROMOTE THE LEARNING ABILITIES AND WELFARE OF CHILDREN IN HOME, SCHOOL, AND COMMUNITY, TO RAISE THE STANDARDS OF HOME LIFE; AND TO BRING INTO CLOSER RELATION THE HOME AND THE SCHOOL, THAT PARENTS AND TEACHERS MAY COOPERATE INTELLIGENTLY IN THE TRAINING OF CHILDREN AND MORE SPECIFICALLY WITH THE ACHIEVEMENT SCHOOL, 2610 GLENWOOD AVE., RALEIGH, NORTH CAROLINA, . . .; TO SUPPORT OTHER ORGANIZATIONS (A) DESCRIBED IN SECTION 509(A)(1) OR SECTION 509(A)(2) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, OR THE CORRESPONDING PROVISIONS OF ANY FUTURE UNITED STATES INTERNAL REVENUE LAW, (B) CONTRIBUTIONS TO WHICH ARE DEDUCTIBLE UNDER SECTIONS 170(C), 2055(A) AND 2522(A) OF THE INTERNAL REVENUE CODE OF 1986 AS AMENDED, OR THE CORRESPONDING PROVISIONS OF ANY FUTURE UNITED STATES INTERNAL REVENUE LAW, (C) LOCATED OR CONDUCTING ANY PART OF THEIR ACTIVITIES IN NORTH CAROLINA OR IN A MANNER BENEFITING RESIDENTS OF NORTH CAROLINA, AND (D) WHICH HAVE AS ONE OF THEIR PURPOSES OR FUNCTIONS ANY OF THE FOLLOWING: (I) THE PROMOTION OF EDUCATION OR THE ADVANCEMENT OR PRESERVATION OF KNOWLEDGE INCLUDING, WITHOUT LIMITATION, THE OPERATION OF A SCHOOL, COLLEGE, UNIVERSITY, LIBRARY OR MUSEUM, (II) THE CARE OR SUPPORT OF THE ELDERLY, INFIRM, OR INDIGENT, (III) THE PROMOTION, ENCOURAGEMENT OR SUPPORT OF MUSICAL, THEATRICAL, VISUAL, OR OTHER ARTISTIC ENDEAVORS, (IV) THE PROMOTION, ENCOURAGEMENT OR SUPPORT OF MASS MEDIA OR OTHER COMMUNICATION ARTS, (V) THE PROMOTION, ENCOURAGEMENT OR SUPPORT OF PUBLIC RECREATION, INCLUDING, WITHOUT LIMITATION, THE SUPPORT OF PUBLIC PARKS OR PLAYGROUNDS, OR (VI) THE FOSTERING OF RELIGIOUS FAITH. 2746630 2093799 4840429 6746635 3159803 3586832 153604 74958 78646 21383 11178 10205 8516112 CAPITOL HOLDING COMPANY, INC. AND SUBSIDIARIES 15725203 C GLOBAL VINE, LLC 3462554 C HATTERAS VENTURE PARTNERS V, L.P. 1471905 C TEP CAPITOLA INVESTMENT, LLC 1000000 C HATTERAS VENTURE PARTNERS VI, L.P. 908108 C TVP II 4552794 C TVP/CO-INVESTMENT FUND 7256297 C 34376861 SECURITY DEPOSIT 5249 5249 X PART X, LINE 2: MANAGEMENT EVALUATES ALL SIGNIFICANT TAX POSITIONS AND DOES NOT BELIEVE IT HAS TAKEN ANY POSITIONS THAT WOULD REQUIRE THE RECORDING OF ANY ADDITIONAL TAX LIABILITY, NOR DOES IT BELIEVE THAT THERE ARE ANY UNREALIZED TAX BENEFITS THAT WOULD EITHER INCREASE OR DECREASE WITHIN THE NEXT YEAR. THE ENTITIES ARE SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. CENTRAL AMERICA AND THE CARIBBEAN INVESTMENT ACTIVITIES 159117 0 0 0 0 0 0 159117 0 159117 0 0 0 0 1 0 PART I, LINE 3: THE EXPENDITURES ARE INDIRECT EXPENDITURES FROM OWNERSHIP IN A FOREIGN PARTNERSHIP. THE PASSTHROUGH EXPENSES ARE NOT RECORDED ON THE FINANCIALS BUT THE TOTAL VALUE OF THE OWNERSHIP IS RECORDED. 1 ACTIVATE GOOD INC 1053 E WHITAKER MILL RD STE 115 RALEIGH NC 27604 203057526 501(C)(3) 22500 0 NONPROFIT INTERNSHIP PROGRAM APPALACHIAN LITERACY INITIATIVE 240 NORTH ST BRISTOL TN 37620 824755919 501(C)(3) 25000 0 APPALACHIAN LITERACY INITIATIVE APPALACHIAN REGIONAL HEALTHCARE FOUNDATION INC PO BOX 2600 BOONE NC 28607 204625618 501(C)(3) 175000 0 GENERAL OBLIGATIONS AND HOSPITAL CAPITAL CAMPAIGN AVERY COUNTY SCHOOLS 775 CRANBERRY ST NEWLAND NC 28657 566000990 170(C)(1) 50000 0 GENERAL OPERATIONS BOOK HARVEST 2501 UNIVERSITY DRIVE STE 06 DURHAM NC 27707 452610533 501(C)(3) 7500 0 NONPROFIT INTERNSHIP PROGRAM BOYS & GIRLS CLUBS OF THE COASTAL PLAIN INC 621 W FIRE TOWER ROAD WINTERVILLE NC 28590 560927694 501(C)(3) 75000 0 CAPITAL CAMPAIGN BOYS & GIRLS CLUBS OF THE TAR RIVER REGION INC PO BOX 1622 ROCKY MOUNT NC 27802 560934910 501(C)(3) 50000 0 PROJECT DREAM CAPITAL CAMPAIGN CAMP GRIER PO BOX 490 OLD FORT NC 287620490 901033788 501(C)(3) 25000 0 GENERAL OPERATIONS CAROLINA THEATRE OF DURHAM INC 309 W MORGAN ST DURHAM NC 27701 561759337 501(C)(3) 10000 0 WORK STUDY PROGRAM CASA PO BOX 12545 RALEIGH NC 27605 561778714 501(C)(3) 107500 0 KING'S RIDGE CAPITAL CAMPAIGN AND NONPROFIT INTERNSHIP PROGRAM CITY OF OAKS FOUNDATION INC PO BOX 6147 RALEIGH NC 27628 274467111 501(C)(3) 15000 0 LIVING LIFE AS ART COMMON CAUSE EDUCATION FUND 805 15TH STREET NW WASHINGTON DC 20005 311705370 501(C)(3) 180000 0 CAMPUS EDUCATION AND OUTREACH DOROTHEA DIX PARK CONSERVANCY PO BOX 28575 RALEIGH NC 27611 208421281 501(C)(3) 10000 0 RECONNECTING COMMUNITIES AND NEIGHBORHOODS PROGRAM, DIX PARK DRESS FOR SUCCESS TRIANGLE NC 1812 TILLERY PLACE SUITE 105 RALEIGH NC 27604 262229898 501(C)(3) 33300 0 MOBILE BOUTIQUE DURHAM PUBLIC SCHOOLS FOUNDATION PO BOX 51325 DURHAM NC 27717 822803464 501(C)(3) 25000 0 GENERAL OPERATIONS EAST COAST GREENWAY ALLIANCE INC 123 WEST MAIN STREET SUITE 220 DURHAM NC 27701 043326812 501(C)(3) 25000 0 TTI 2.0 TRIANGLE TRAIL INITIATIVE, STRATEGIC PLANNING INITIATIVE EL FUTURO 2020 CHAPEL HILL ROAD SUITE 23 DURHAM NC 27707 800122334 501(C)(3) 15200 0 VERANO EN HILL PILOT PROGRAM GIRL SCOUTS NORTH CAROLINA COASTAL PINES INC 6901 PINECREST ROAD RALEIGH NC 27613 560791500 501(C)(3) 50000 0 CAMP MARY ATKINSON AMPHITHEATER GO GLOBAL NC PO BOX 2162 WAKE FOREST NC 27588 561751280 501(C)(3) 75000 0 DEVELOPMENT CAPACITY BUILDING GRANDFATHER MOUNTAIN STEWARDSHIP FOUNDATION INC PO BOX 129 LINVILLE NC 28646 264812778 501(C)(3) 25000 0 GENERAL OPERATIONS HAVEN HOUSE INC 1008 BULLARD COURT RALEIGH NC 27615 561073632 501(C)(3) 67500 0 NONPROFIT INTERNSHIP PROGRAM AND DEVELOPMENT CAPACITY BUILDING HEALING TRANSITIONS INC 1251 GOODE ST RALEIGH NC 27603 562135246 501(C)(3) 200000 0 CAPITAL CAMPAIGN HIGHER ED WORKS PO BOX 10463 RALEIGH NC 27605 824082527 501(C)(3) 50000 0 GENERAL OPERATIONS HOPE CENTER AT PULLEN INC 112 COX AVE SUITE 100A RALEIGH NC 27605 611570567 501(C)(3) 100000 0 CAPITAL CAMPAIGN HOPE RENOVATIONS 3 BOLIN HEIGHTS CHAPEL HILL NC 27514 823675207 501(C)(3) 75000 0 CAPACITY BUILDING LEADERSHIP TRIANGLE INC 907 GLENWOOD AVE RALEIGH NC 27605 561852726 501(C)(3) 150000 0 GENERAL OPERATIONS MADE IN DURHAM 201 W MAIN STREET STE 100 PMB B19 DURHAM NC 27701 472262963 501(C)(3) 19250 0 WORK STUDY PROGRAM MITCHELL COUNTY SCHOOLS 72 LEDGER SCHOOL RD BAKERSVILLE NC 28705 566001075 170(C)(1) 50000 0 GENERAL OPERATIONS MUSICAL EMPOWERMENT INC 117 W MAIN ST STE B2 CARRBORO NC 27510 454589282 501(C)(3) 10000 0 GENERAL OPERATIONS NORTH CAROLINA ARTS FOUNDATION PO BOX 26263 RALEIGH NC 27611 463987880 501(C)(3) 25000 0 NC ARTS DISASTER RELIEF FUND NORTH CAROLINA ARTS IN ACTION INC PO BOX 51277 DURHAM NC 27717 203029784 501(C)(3) 20000 0 CAMPAIGN FOR GROWTH NORTH CAROLINA BROADCAST HISTORY MUSEUM PO BOX 7 WASHINGTON NC 27889 923959813 501(C)(3) 50000 0 GENERAL OPERATIONS NORTH CAROLINA CENTER ON ACTUAL INNOCENCE PO BOX 52446 SHANNON PLAZA 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0 WOODSON HALL CAPITAL CAMPAIGN NORTH CAROLINA WILDLIFE FEDERATION 1024 WASHINGTON STREET SUITE 100 RALEIGH NC 27605 561564376 501(C)(3) 100000 0 MARINE FISHERIES SCIENCE AND EDUCATION NOTE IN THE POCKET INC 9650 STRICKLAND RD SUITE 103-168 RALEIGH NC 27615 462574332 501(C)(3) 126750 0 DURHAM EXPANSION, WORK STUDY PROGRAM, AND NONPROFIT INTERNSHIP PROGRAM OAK CITY CARES INC 1430 S WILMINGTON ST RALEIGH NC 27603 830826329 501(C)(3) 57500 0 CAPACITY BUILDING GRANT AND NONPROFIT INTERNSHIP PROGRAM OCCONEECHEE COUNCIL INC BOY SCOUTS OF AMERICA #421 3231 ATLANTIC AVENUE RALEIGH NC 27604 560529984 501(C)(3) 218750 0 SCOUTREACH ACCESS TO SCOUTING AND CRISTO REY WORK STUDY PROGRAM PAMLICO COUNTY SCHOOLS 507 ANDERSON DRIVE BAYBORO NC 28515 566001092 170(C)(1) 25000 0 PAMLICO COUNTY BASEBALL STADIUM PUBLIC SCHOOL FORUM OF NORTH CAROLINA INC PO BOX 18284 RALEIGH NC 27619 581654064 501(C)(3) 67500 0 RESEARCH ON THE NC SCHOOL VOUCHER SYSTEM AND NONPROFIT INTERNSHIP PROGRAM RALEIGH RESCUE MISSION 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J.D. FLETCHER CHURCH PLANTING STATES NEWSROOM 1414 RALEIGH RDSTE 127 CHAPEL HILL NC 27517 842113822 501(C)(3) 285000 0 NC NEWSLINE STUDENT U 600 E UMSTEAD STREET DURHAM NC 27701 273460491 501(C)(3) 50000 0 GENERAL OPERATIONS SYMPARA INC 211 TAPESTRY TERRACE CARY NC 27511 920197840 501(C)(3) 15000 0 THE SACRED/CIVIC PLACEMAKING PROJECT THE CENTER FOR VOLUNTEER CAREGIVING 1150 SE MAYNARD RD SUITE 210 CARY NC 27511 582067482 501(C)(3) 30000 0 CVC PROGRAM MANAGEMENT SYSTEM MAINTENANCE THE COMMUNITY FOUNDATION OF WESTERN NORTH CAROLINA INC 4 VANDERBILT PARK DRIVE SUITE 300 ASHEVILLE NC 28803 561223384 501(C)(3) 125000 0 EDUCATION FUND THE FLETCHER ACADEMY SCHOOL OF ACHIEVEMENT INC 400 CEDARVIEW CT RALEIGH NC 27609 581447219 501(C)(3) 2675000 0 OPERATIONS AND FACILITIES SUPPORT THE SALVATION ARMY A GEORGIA CORPORATION 1863 CAPITAL BLVD RALEIGH NC 27604 580660607 501(C)(3) 25000 0 WAKE COUNTY, PROJECT CATCH THE SHAW UNIVERSITY 118 E SOUTH STREET RALEIGH NC 27601 560530235 501(C)(3) 250000 0 REAL ESTATE & STRATEGIC DEVELOPMENT THE WESTERN YOUTH NETWORK INC 155 WYN WAY BOONE NC 28607 561454674 501(C)(3) 50000 0 GENERAL OPERATIONS THE YOUNG MEN'S CHRISTIAN ASSOCIATION OF THE TRIANGLE AREA INC 801 CORPORATE CENTER DRIVE SUITE 200 RALEIGH NC 27607 560591307 501(C)(3) 40000 0 WORK STUDY PROGRAM THEGIFTED ARTS INC 1100-142 NORTH RALEIGH BLVD RALEIGH NC 27610 452650004 501(C)(3) 65000 0 GENERAL OPERATIONS AND CAPACITY BUILDING UNC HUSSMAN SCHOOL OF JOURNALISM AND MEDIA FOUNDATION CARROLL HALL CB 3365 CHAPEL HILL NC 27599 566034739 501(C)(3) 500000 0 BROADCAST STUDIO UNITED WAY OF THE GREATER TRIANGLE INC PO BOX 110583 DURHAM NC 27709 561949103 501(C)(3) 175000 0 INNOVATIVE PARTNERSHIPS TO SUPPORT THE GREATER TRIANGLE AND BULL CITY FUTURE FUND URBAN MINISTRIES OF WAKE COUNTY INC 1390 CAPITAL BLVD RALEIGH NC 27603 581422700 501(C)(3) 25000 0 THE HELEN WRIGHT CENTER FOR WOMEN PROGRAM SUPPORT WAKE COUNTY PUBLIC SCHOOL SYSTEM 5625 DILLARD DR CARY NC 27518 561137759 170(C)(1) 25000 0 WAKE COUNTY DEBATE INITIATIVE AND SCHOOL MEAL ANGEL FUND WAKE FOREST UNIVERSITY PO BOX 7227 WINSTON SALEM NC 27109 560532138 501(C)(3) 85000 0 WAKE FOREST SCHOOL OF LAW FLETCHER SCHOLARS PROGRAM WOMENS CENTER OF WAKE COUNTY INC 2200 NEW BERN AVE RALEIGH NC 27610 581316004 501(C)(3) 47500 0 HOUSING NAVIGATION FOR WOMEN EXPERIENCING HOMELESSNESS AND NONPROFIT INTERNSHIP PROGRAM YANCEY COUNTY SCHOOLS 100 SCHOOL CIRCLE BURNSVILLE NC 28714 566001138 170(C)(1) 50000 0 GENERAL OPERATIONS YOU CAN VOTE 2726 CROASDAILE DRIVE SUITE 201 DURHAM NC 27705 832882290 501(C)(3) 75000 0 CAMPUS EDUCATION AND OUTREACH PART I, LINE 2: GRANTEES ARE REQUIRED TO COMPLETE AND SUBMIT ANNUAL REPORTS CONFIRMING THEIR USE OF GRANT DOLLARS. ALL GRANT MONIES ARE USED BY ORGANIZATIONS LOCATED OR CONDUCTING ANY PART OF ITS ACTIVITIES IN NORTH CAROLINA OR IN A MANNER BENEFITING RESIDENTS OF NORTH CAROLINA. X 0 0 0 0 0 0 0 0 0 DAMON J CIRCOSTA V.P/ EXEC. DIR./ASST SECRE 191380 0 27825 0 0 0 25209 0 18069 0 262483 0 0 0 FORM 990, PART IV, LINE 28: SEE THE SCHEDULE O DESCRIPTION FOR FORM 990, PART VI, SECTION A, LINE 2, FOR DISCLOSURE OF FAMILY RELATIONSHIPS. FORM 990, PART VI, SECTION A, LINE 2 JAMES F. GOODMON (CHAIRMAN OF THE BOARD), BARBARA L. GOODMON (PRESIDENT), MICHAEL GOODMON (DIRECTOR), AND JAMES F. GOODMON JR. (DIRECTOR) HAVE A FAMILY RELATIONSHIP. JAMES F. GOODMON (CHAIRMAN OF THE BOARD) HAS A BUSINESS RELATIONSHIP WITH JAMES F. GOODMON JR. (DIRECTOR), MICHAEL GOODMON (DIRECTOR), AND DANIEL P. MCGRATH (TREASURER/SECRETARY). FORM 990, PART VI, SECTION A, LINE 8B THE AJFF DOES NOT HAVE ANY STANDING COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. WHEN TEMPORARY COMMITTEES ARE APPOINTED BY THE BOARD, THE RELATED MEETINGS ARE CONTEMPORANEOUSLY DOCUMENTED. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING THE FORM 990, THE COMPLETED DOCUMENT IS FORWARDED TO MEMBERS OF THE BOARD FOR REVIEW AND COMMENT. FORM 990, PART VI, SECTION B, LINE 12C AT AN ANNUAL MEETING OF THE BOARD OF DIRECTORS, THE MEMBERS ARE REMINDED OF THE POLICY AND THEIR OBLIGATION TO COMPLY WITH THE POLICY. FORM 990, PART VI, SECTION B, LINE 15A DETERMINATION OF EXECUTIVE DIRECTOR COMPENSATION IS BASED UPON COMPARATIVE DATA OF SIMILARLY QUALIFIED PERSONS, WITH CONTEMPORANEOUS DOCUMENTATION. NO OTHER OFFICERS OR KEY EMPLOYEES ARE COMPENSATED. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE AVAILABLE DURING BUSINESS HOURS FOR VIEWING AT THE FOUNDATION'S OFFICE. FORM 990, PART XI, LINE 9: BOOK-TAX DIFF TEP CAPITOLA K-1 REPORTING 2,709. BOOK-TAX DIFF HVP V K-1 REPORTING 250,587. BOOK-TAX DIFF HVP VI K-1 REPORTING 37,764. BOOK-TAX DIFF TVP II K-1 REPORTING 38,980. BOOK-TAX DIFF TVP II CO-INVEST K-1 REPORTING -288. BOOK-TAX DIFF GLOBAL VINE K-1 REPORTING 10,898. FORM 990, PART XII, LINE 1: A.J. FLETCHER FOUNDATION USES A MODIFIED CASH BASIS METHOD OF ACCOUNTING TO PREPARE THE FINANCIAL STATEMENTS AND FORM 990. GRANTS ARE RECORDED WHEN THE GRANT PAYMENT IS MADE. THE INVESTMENT IN PASS-THROUGH ENTITIES IS RECORDED ON THE CASH BASIS AND DOES NOT REFLECT THE K-1 ACTIVITY ON ITS BOOKS. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. CAMP COLLABORATIVE LLC 909 GLENWOOD AVE RALEIGH NC 27605 933961243 REAL ESTATE MANAGEMENT NC -119219 2792966 AJ FLETCHER FOUNDATION BRIGGS BUILDING RESTORATION LLC 220 FAYETTEVILLE STE 200 RALEIGH NC 27601 562034042 REAL ESTATE MANAGEMENT NC -50578 3814090 AJ FLETCHER FOUNDATION THE FLETCHER ACADEMY 400 CEDARVIEW COURT RALEIGH NC 27609 581447219 SCHOOL NC 501(C)(3) LINE 2 N/A 0 CAPITOL HOLDING COMPANY INC PO BOX 12000 RALEIGH NC 27605 561979330 HOLDING COMPANY NC N/A C 62129590 583818831 0.84500 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THE FLETCHER ACADEMY B 2675000 COST SCHEDULE R, PART V, LINE 2: DESCRIPTION OF METHOD USED TO DETERMINE THE VALUE OF THE SERVICES: AMOUNTS ARE RECORDED BASED UPON THE CASH PAID OR RECEIVED. SCHEDULE R, PART I: CAMP COLLABORATIVE, LLC IS A NORTH CAROLINA SINGLE MEMBER LIMITED LIABILITY COMPANY FORMED IN OCTOBER 2023 FOR THE HOLDING AND OPERATIONS OF THE CAMP CHARLES PARCEL OF LAND PURCHASED DURING 2023.