2024-09-15T13:15:01-05:00 2023-12-31 561965804 THOMAS JUDY & TUCKER PA 4700 FALLS OF NEUSE ROAD STE 400 RALEIGH NC 27609 990 2023-01-01 208715100 CAPTRUST COMMUNITY FOUNDATION INC CAPT 8002160645 4208 SIX FORKS ROAD 1700 RALEIGH NC 27609 GREG DELAGE TREASURER 8002160645 2024-09-15 1 0 MICHAEL A SHUSKO CPA P01314870 9195717055 2024-09-09 2023 2024-08-08 14:25:15Z GREG DELAGE 4208 SIX FORKS ROAD 1700 RALEIGH NC 27609 2318607 0 X WWW.CAPTRUSTCOMMUNITYFOUNDATION.ORG X 2007 NC TO ENRICH THE LIVES OF CHILDREN IN NEED IN THE COMMUNITIES WE SERVE. 20 20 0 320 0 0 648438 623278 0 0 -235 35393 -20034 96583 628169 755254 1236943 1150600 0 0 0 0 0 0 0 18270 84288 1255213 1234888 -627044 -479634 3315934 3171713 0 0 3315934 3171713 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 1164044 1150600 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. 28500 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. 1192544 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 0 0 0 0 0 0 0 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 VERONICA KARAS CO-PRESIDENT 3.00 X X 0 0 0 BRYAN LEWIS CO-PRESIDENT 3.00 X X 0 0 0 GREG DELAGE TREASURER/FINANCE CHAIR 3.00 X X 0 0 0 HEATHER SHANAHAN GRANTS CHAIR 2.00 X 0 0 0 JACQUELYN GUTHRIE FUNDRAISING CHAIR 2.00 X 0 0 0 RHONDA DOWNUM VOLUNTEER CHAIR 2.00 X 0 0 0 MACKENZIE BALL EVENTS CHAIR 2.00 X 0 0 0 MEGAN LOFTIN SECRETARY 4.00 X X 0 0 0 CATHERINE CURRIN MARKETING CHAIR 2.00 X 0 0 0 MOLLY BROWN FINANCIAL LITERACY CHAIR 2.00 X 0 0 0 ASHLEY MAY REGIONAL CHAIR 2.00 X 0 0 0 MICHELLE MILLER BOARD MEMBER 1.00 X 0 0 0 PHILIP D'UNGER BOARD MEMBER 1.00 X 0 0 0 NATHAN ERICKSON BOARD MEMBER 1.00 X 0 0 0 JUANITA EVANS BOARD MEMBER 1.00 X 0 0 0 GIOVANNI TISO BOARD MEMBER 1.00 X 0 0 0 KARA CHASE BOARD MEMBER 1.00 X 0 0 0 ALEX THOMPSON BOARD MEMBER 1.00 X 0 0 0 JACKIE GONZALEZ BOARD MEMBER 1.00 X 0 0 0 MIKE VOLO BOARD MEMBER 1.00 X 0 0 0 0 0 0 0 0 0 0 0 5000 618278 623278 72832 72832 1466411 1503850 -37439 -37439 -37439 156086 5000 59503 96583 96583 755254 0 0 131976 1150600 1150600 8000 8000 300 300 4430 4430 3642 1822 1820 177 177 25870 25870 176 176 FINANCIAL LITERACY PROG 28500 28500 EVENT DEPOSITS 10047 10047 GIFTS 2414 1208 1206 TAXES AND LICENSES 732 367 365 1234888 1192544 42344 0 335371 441721 22098 15335 2958465 2714657 3315934 3171713 0 0 X 0 0 0 0 3315934 3171713 3315934 3171713 3315934 3171713 -479634 335413 0 X 0 0 0 X 416161 4624498 739472 648438 623728 7052297 416161 4624498 739472 648438 623728 7052297 3261327 3790970 6633 175298 82015 72832 336778 7389075 386082 0.51310 0.56390 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 MUTUAL FUNDS 2318770 F EXCHANGE TRADED PRODUCTS 395887 F 2714657 CAPTRUST CUP 101000 5000 96000 59503 FUN RUN RACE 26013 26013 3 34072 34072 161085 5000 156085 59503 59503 96582 1 1ST KIDS INC 11045 BROADWAY STE F CROWN POINT IN 46307 320026299 501(C )(3) 7850 0 FINANCIAL SUPPORT A TOUCH OF UNDERSTANDING 5280 STIRLING STREET SUITE 102 GRANITE BAY CA 95746 680389777 501(C )(3) 25000 0 FINANCIAL SUPPORT ADVOCATES FOR CHILDREN- CASA 2120 GLORIA DRIVE ORANGE TX 77630 760414882 501(C )(3) 7850 0 FINANCIAL SUPPORT AMAZEMENT SQUARE 27 NINTH STREET LYNCHBURG VA 24504 541713204 501(C )(3) 7850 0 FINANCIAL SUPPORT ARCBARKS 28 BATTLEGROUND AVENUE GREENSBORO NC 27408 560745766 501(C )(3) 7850 0 FINANCIAL SUPPORT AUGUSTINE LITERACY PROJECT 115 W 7TH STREET CHARLOTTE NC 28202 830822641 501(C )(3) 9850 0 FINANCIAL SUPPORT BERSTON FIELD HOUSE 3300 N SAGINAW ST FLINT MI 48505 471425785 501(C )(3) 7850 0 FINANCIAL SUPPORT BOTTOM LINE NEW YORK 44 COURT STREET SUITE 300 BROOKLYN NY 11201 043351427 501(C )(3) 7850 0 FINANCIAL SUPPORT BOYS & GIRLS CLUB OF BURBANK AND GREATER EAST VALLEY 300 E ANGELENO AVE BURBANK CA 91502 954485745 501(C )(3) 7850 0 FINANCIAL SUPPORT BRADLEY FREE CLINIC OF ROANOKE VALLEY 1240 3RD ST SW ROANOKE VA 24016 237380491 501(C )(3) 7850 0 FINANCIAL SUPPORT BRYAN'S HOUSE 3610 PIPESTONE ROAD DALLAS TX 75212 752217559 501(C )(3) 15700 0 FINANCIAL SUPPORT CASA PACIFICA 1722 SOUTH LEWIS ROAD CAMARILLO CA 93012 770195022 501(C )(3) 7850 0 FINANCIAL SUPPORT CATIE'S CLOSET INC 19 SCHOOL STREET DRACUT MA 01826 272531953 501(C )(3) 25000 0 FINANCIAL SUPPORT CHAPTERS HEALTH FOUNDATION 1270 TELECOM DRIVE SUITE 300 TEMPLE TERRACE FL 33637 592264957 501(C )(3) 7850 0 FINANCIAL SUPPORT CHAT - CHURCH HILL ACTIVITIES & TUTORING PO BOX 23087 RICHMOND VA 23223 200220263 501(C )(3) 7850 0 FINANCIAL SUPPORT CHILDREN'S COALITION OF ARANSAS COUNTY 401-B W MARKET STREET ROCKPORT TX 78382 825350835 501(C )(3) 7850 0 FINANCIAL SUPPORT CHILDREN'S HOME SOCIETY OF NJ 635 SOUTH CLINTON AVE TRENTON NJ 08611 210634966 501(C )(3) 7850 0 FINANCIAL SUPPORT CHILDREN'S MERCY KANSAS CITY 2401 GILLHAM ROAD KANSAS CITY MO 64108 440605373 501(C )(3) 7850 0 FINANCIAL SUPPORT CHRISTIAN CITY 7345 RED OAK ROAD UNION CITY GA 30291 580917609 501(C )(3) 7850 0 FINANCIAL SUPPORT COMMUNITIES IN SCHOOLS OF EASTERN PENNSYLVANIA INC 739 N 12TH STREET ALLENTOWN PA 18102 232222874 501(C )(3) 7850 0 FINANCIAL SUPPORT COMPASS OF CAROLINA 1100 RUTHERFORD ROAD GREENVILLE SC 29609 570381870 501(C )(3) 7850 0 FINANCIAL SUPPORT CRANIO CARE BEARS PO BOX 10213 KALISPELL MT 59904 451741139 501(C )(3) 7850 0 FINANCIAL SUPPORT CRISTO REY HIGH SCHOOL SACRAMENTO 8475 JACKSON ROAD SACRAMENTO CA 95826 043832927 501(C )(3) 7850 0 FINANCIAL SUPPORT DOMESTIC ABUSE PROJECT YOUTH PROGRAM 1121 NE JACKSON STREET SUITE 105 MINNEAPOLIS MN 55413 411356278 501(C )(3) 7850 0 FINANCIAL SUPPORT DREAM COME TRUE PO BOX 21167 LEHIGH VALLEY PA 18002 222550269 501(C )(3) 7850 0 FINANCIAL SUPPORT EDEN VILLAGE OF WILMINGTON 1302 KORNEGAY AVE WILMINGTON NC 28405 844629801 501(C )(3) 7850 0 FINANCIAL SUPPORT ENVISION DALLAS 4306 CAPITOL AVENUE DALLAS TX 75204 831105720 501(C )(3) 7850 0 FINANCIAL SUPPORT FEED KIDS FIRST 1630 YORKSHIRE TRACE SE CANTON OH 44709 844931149 501(C )(3) 7850 0 FINANCIAL SUPPORT FLEECE & THANK YOU 24715 CRESTVIEW CT FARMINGTON HILLS MI 48335 475263037 501(C )(3) 7850 0 FINANCIAL SUPPORT FOCUS ON YOUTH 8904 BROOKSIDE AVE WEST CHESTER OH 45069 311346995 501(C )(3) 7850 0 FINANCIAL SUPPORT FREEDOM GATES BOYS RANCH 304 N CHURCH STREET PO BOX 103 KIOWA KS 67070 465119344 501(C )(3) 7850 0 FINANCIAL SUPPORT FRIENDS OF THE CHILDREN OF SAN FRANCISCO 111 QUINT STREET SAN FRANCISCO CA 94124 813921100 501(C )(3) 7850 0 FINANCIAL SUPPORT GIRLS ON THE RUN GEORGIA 1904 MONROE DR SUITE 135 ATLANTA GA 30324 582568271 501(C )(3) 7850 0 FINANCIAL SUPPORT HAVEN HOUSE SERVICES 1008 BULLARD COURT RALEIGH NC 27615 561073632 501(C )(3) 25000 0 FINANCIAL SUPPORT HOMES WITH HOPE PO BOX 631 WESTPORT CT 06880 222534326 501(C )(3) 7850 0 FINANCIAL SUPPORT HORIZONS SCHOOL 2018 15TH AVENUE SOUTH BIRMINGHAM AL 35205 631251343 501(C )(3) 7850 0 FINANCIAL SUPPORT HOSPICE OF THE VALLEY 1510 E FLOWER STREET PHOENIX AZ 85014 860338886 501(C )(3) 7850 0 FINANCIAL SUPPORT KVC KANSAS 21344 W 53RD STREET OLATHE KS 66061 262516476 501(C )(3) 7850 0 FINANCIAL SUPPORT LIGHT OF LIFE RESCUE MISSION 913 WESTERN AVE PITTSBURG PA 15233 251056389 501(C )(3) 7850 0 FINANCIAL SUPPORT LOVE AKRON 17 SOUTH MAIN STREET SUITE 101 AKRON OH 44308 208035010 501(C )(3) 7850 0 FINANCIAL SUPPORT MAKE A WISH- IOWA 3009 100TH STREET URBANDALE IA 50322 421310530 501(C )(3) 7850 0 FINANCIAL SUPPORT MANE-MONTGOMERY AREA NON-TRADITIONAL EQUESTRIANS 3699 WALLAHATCHIE ROAD PIKE ROAD AL 36064 582213532 501(C )(3) 7850 0 FINANCIAL SUPPORT METROPOLITAN FAMILY SERVICES 101 NORTH WACKER DRIVE 17TH FLOOR CHICAGO IL 60606 362167940 501(C )(3) 7850 0 FINANCIAL SUPPORT MN 4-H YOUTH DEVELOPMENT 4100 220TH ST W ST 101 FARMINGTON MN 55024 010759982 501(C )(3) 7850 0 FINANCIAL SUPPORT MOTHERS AND THEIR CHILDREN 1034 BRAGG STREET RALEIGH NC 27610 561853177 501(C )(3) 100000 0 FINANCIAL SUPPORT MUST MINISTRIES PO BOX 1717 MARIETTA GA 30061 582034725 501(C )(3) 7850 0 FINANCIAL SUPPORT NEW CREATION VA 3051 S MAIN STREET HARRISONBURG VA 22801 841862249 501(C )(3) 7850 0 FINANCIAL SUPPORT NO WOMAN NO GIRL 3717 NATIONAL DRIVE SUITE 200 RALEIGH NC 27612 862721892 501(C )(3) 7850 0 FINANCIAL SUPPORT NORA'S HOME 8300 EL RIO HOUSTON TX 77054 621763895 501(C )(3) 7850 0 FINANCIAL SUPPORT NOURISH NC 3606 MARKET STREET WILMINGTON NC 28403 271439138 501(C )(3) 7850 0 FINANCIAL SUPPORT OAKLAND COUNTY FOSTER CLOSET 24400 SINACOLA CT SUITE B FARMINGTON HILLS MI 48335 825510736 501(C )(3) 25000 0 FINANCIAL SUPPORT OLIVE CREST 2130 E 4TH STREET SUITE 200 SANTA ANA CA 92705 952877102 501(C )(3) 9850 0 FINANCIAL SUPPORT OPERATION UNDERGROUND RAILROAD PO BOX 560902 DENVER CO 80256 463614979 501(C )(3) 7850 0 FINANCIAL SUPPORT RISE RECOVERY 2803 MOSSROCK SAN ANTONIO TX 78230 742216041 501(C )(3) 7850 0 FINANCIAL SUPPORT RIVER OAK CENTER FOR CHILDREN 5445 LAUREL HILLS DRIVE SACRAMENTO CA 95841 942519001 501(C )(3) 7850 0 FINANCIAL SUPPORT RONALD MCDONALD HOUSE OF CENTRAL FLORIDA 1030 N ORANGE AVENUE SUITE 105 ORLANDO FL 32801 593211250 501(C )(3) 7850 0 FINANCIAL SUPPORT ROY MAAS YOUTH ALTERNATIVES FOUNDATION 3103 WEST AVENUE SAN ANTONIO TX 78213 741914638 501(C )(3) 7850 0 FINANCIAL SUPPORT SALAMA URBAN MINISTRIES 500 HILLSIDE COURT NASHVILLE TN 37203 582198012 501(C )(3) 7850 0 FINANCIAL SUPPORT SAN ANTONIO YOUTH LITERACY 2527 RIM OAK SAN ANTONIO TX 78232 742325098 501(C )(3) 7850 0 FINANCIAL SUPPORT SOCIETY OF ST VINCENT DE PAUL 1125 BANK STREET CINCINNATI OH 45214 800226370 501(C )(3) 7850 0 FINANCIAL SUPPORT SOPHIE'S PLACE-SUTTER MEDICAL CENTER FOUNDATION 2800 L STREET SUITE 420 SACRAMENTO CA 95816 942788906 501(C )(3) 7850 0 FINANCIAL SUPPORT SPECIAL OLYMPICS OF TENNESSEE 461 CRAIGHEAD STREET NASHVILLE TN 37204 237348136 501(C )(3) 9850 0 FINANCIAL SUPPORT ST LOUIS CHILDREN'S HOSPITAL FOUNDATION PO BOX 955423 ST LOUIS MO 63195 431626863 501(C )(3) 7850 0 FINANCIAL SUPPORT ST MARY'S CENTER FOR WOMEN AND CHILDREN 90 CUSHING AVENUE DORCHESTER MA 02125 043201844 501(C )(3) 7850 0 FINANCIAL SUPPORT STEMBIOTIC COMMUNITIES INC 1239 BURGOS DRIVE SARASOTA FL 34238 832159898 501(C )(3) 7850 0 FINANCIAL SUPPORT SUSSEX MONTESSORI CHARTER SCHOOL 24960 DAIRY LANE SEAFORD DE 19973 822404164 501(C )(3) 7850 0 FINANCIAL SUPPORT TARRANT AREA FOOD BANK 2600 CULLEN STREET FORT WORTH TX 76107 751822473 501(C )(3) 7850 0 FINANCIAL SUPPORT TEXAS ADVOCACY PROJECT 3721 EXECUTIVE CENTER DRIVE SUITE 215 AUSTIN TX 78731 742237306 501(C )(3) 7850 0 FINANCIAL SUPPORT THE AUTISM SOCIETY OF AKRON 580 GRANT STREET AKRON OH 44311 471129984 501(C )(3) 6000 0 FINANCIAL SUPPORT THE BRIGHT SCHOOL 1600 CONSTANCE STREET NEW ORLEANS LA 70130 720538259 501(C )(3) 7850 0 FINANCIAL SUPPORT THE BROOKWOOD COMMUNITY 1752 FM 1489 BROOKSHIRE TX 77423 741587672 501(C )(3) 7850 0 FINANCIAL SUPPORT THE CHILDREN'S PLACE 4325 GLENWOOD AVE RALEIGH NC 27612 510195216 501(C )(3) 25000 0 FINANCIAL SUPPORT THE FRIENDS OF SAGAMORE 197 HALF HOLLOW ROAD DIX HILLS NY 11746 113114241 501(C )(3) 7850 0 FINANCIAL SUPPORT THE JAVONTE WILLIAMS FOUNDATION 59 CAVALIER BOULEVARD SUITE 310 FLORENCE KY 41042 920615888 501(C )(3) 7850 0 FINANCIAL SUPPORT THE SPECIAL LEARNING CENTER 1115 FAIRGROUNDS ROAD JEFFERSON CITY MO 65109 431403230 501(C )(3) 7850 0 FINANCIAL SUPPORT TOYS FOR TOTS 5808 N 30TH STREET OMAHA NE 68111 203021444 501(C )(3) 7850 0 FINANCIAL SUPPORT VNA HOSPICE OF NWI PHEONIX CENTER 501 MARQUETTE STREET VALPARAISO IN 46383 351174866 501(C )(3) 7850 0 FINANCIAL SUPPORT WASHINGTON AND LEE UNIVERSITY - ESOL PROGRAM 204 W WASHINGTON STREET LEXINGTON VA 24450 540505977 501(C )(3) 7850 0 FINANCIAL SUPPORT WINGS SPECIAL NEEDS COMMUNITY 13700 N EASTERN AVE EDMOND OK 73013 201141382 501(C )(3) 7850 0 FINANCIAL SUPPORT WOMEN'S ECONOMIC VENTURES 21 EAST CANON PERDIDO SUITE 301 SANTA BARBARA CA 93101 953674624 501(C )(3) 7850 0 FINANCIAL SUPPORT WONDERS & WORRIES 4383 MEDICAL DRIVE SUITE 127 SAN ANTONIO TX 78229 743012982 501(C )(3) 7850 0 FINANCIAL SUPPORT YOUTH EMPOWERMENT PROJECT 1600 ORETHA CASTLE HALEY BLVD NEW ORLEANS LA 70113 421633060 501(C )(3) 7850 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