STRATEGY STUDIO / PUBLIC DATA EXPLORER

PURPOSE BUILT COMMUNITIES FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
PURPOSE BUILT COMMUNITIES FOUNDATION INC (EIN 45-4056587)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-10-16
IRS object ID
202402909349100315
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-10-16T16:21:54-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN454084437PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WARREN AVERETT LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12500 ACTON ROADAddressLine1Txt
CityBIRMINGHAMCityNm
State AbbreviationALStateAbbreviationCd
ZIP35243ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN454056587EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PURPOSE BUILT COMMUNITIES FOUNDATIONINCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPURPBusinessNameControlTxt
Phone4045911400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12380 HOSEA WILLIAMS DRIVE NE 4AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30317ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCAROL REDMOND NAUGHTONPersonNm
Person TitlePRESIDENT & CEOPersonTitleTxt
Phone4045911400PhoneNum
Signature2024-06-28SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMEGAN RANDOLPHPreparerPersonNm
PTINP00989558PTIN
Phone2059794100PhoneNum
Preparation2024-06-28PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$16,345,245FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$5,235,599ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$551,169InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$551,169InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$551,169InterestOnSavingsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$14,266NetGainSaleAstRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$0NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$5,772,502TotalRevAndExpnssAmt
Total Net Invst Incm$551,169TotalNetInvstIncmAmt
Total Adj Net Incm$551,169TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$635,812CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$635,812CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$2,997,116OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$2,997,116OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$515,916PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$515,916PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$21,026LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$21,026LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$26,035AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$26,035AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,335,468OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$2,335,468OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$249,221TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$249,221TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$48,106DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$0DeprecAndDpltnAdjNetIncmAmt
Occupancy Rev And Expnss$216,665OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$0OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$216,665OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$453,485TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$453,485TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$428,791OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$428,791OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$7,927,641TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,879,535TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,752,312ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,752,312ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$10,679,953TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$10,631,847TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$4,907,451ExcessRevenueOverExpensesAmt
Net Investment Income$551,169NetInvestmentIncomeAmt
Adjusted Net Income$551,169AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$212,890CashBOYAmt
Cash EOY$298,077CashEOYAmt
Cash EOYFMV$298,077CashEOYFMVAmt
Sav And Temp Cash Invst BOY$13,124,045SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$10,123,672SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$10,123,672SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$3,730AcctRcvblAmt
Acct Rcvbl BOY$31,885AcctRcvblBOYAmt
Acct Rcvbl EOY$3,730AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$3,730AcctRcvblEOYFMVAmt
Pledges Rcvbl$5,679,738PledgesRcvblAmt
Pledges Rcvbl BOY$8,579,200PledgesRcvblBOYAmt
Pledges Rcvbl EOY$5,679,738PledgesRcvblEOYAmt
Pledges Rcvbl EOYFMV$5,679,738PledgesRcvblEOYFMVAmt
Prepaid Expenses BOY$28,635PrepaidExpensesBOYAmt
Prepaid Expenses EOY$102,538PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$102,538PrepaidExpensesEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$247,930LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$155,781LandBldgEquipAccumDeprecAmt
Land BOY$133,862LandBOYAmt
Land EOY$92,149LandEOYAmt
Land EOYFMV$92,149LandEOYFMVAmt
Other Assets BOY$136,382OtherAssetsBOYAmt
Other Assets EOY$45,341OtherAssetsEOYAmt
Other Assets EOYFMV$45,341OtherAssetsEOYFMVAmt
Total Assets BOY$22,246,899TotalAssetsBOYAmt
Total Assets EOY$16,345,245TotalAssetsEOYAmt
Total Assets EOYFMV$16,345,245TotalAssetsEOYFMVAmt
Accounts Payable BOY$272,974AccountsPayableBOYAmt
Accounts Payable EOY$407,820AccountsPayableEOYAmt
Deferred Revenue BOY$1,193,985DeferredRevenueBOYAmt
Deferred Revenue EOY$172,740DeferredRevenueEOYAmt
Other Liabilities BOY$127,532OtherLiabilitiesBOYAmt
Other Liabilities EOY$32,491OtherLiabilitiesEOYAmt
Total Liabilities BOY$1,594,491TotalLiabilitiesBOYAmt
Total Liabilities EOY$613,051TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$20,652,408RetainedEarningBOYAmt
Retained Earning EOY$15,732,194RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$20,652,408TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$15,732,194TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$22,246,899TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$16,345,245TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$20,652,408TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$4,907,451ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$15,744,957SubtotalAmt
Other Decreases$12,763OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$15,732,194TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$7,661InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$7,661SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$7,661TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,120EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,120TotalPaymentsAndCreditsAmt
Es Penalty$22EsPenaltyAmt
Tax Due$6,563TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateGAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (1)PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.PURPOSEBUILTCOMMUNITIES.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4045911400PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12380 HOSEA WILLIAMS DRIVE NE 4AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30317ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (14 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CAROL R NAUGHTON
2380 HOSEA WILLIAMS DRIVE NEATLANTAGA30317CEO, PRESIDENT40.00$311,840$13,200$0
ELLEN NEWTON
2380 HOSEA WILLIAMS DRIVE NEATLANTAGA30317CFO40.00$205,449$8,367$0
LINDA ROBERTS
2380 HOSEA WILLIAMS DRIVE NEATLANTAGA30317SECRETARY40.00$118,523$0$0
ALEXANDER T ROBERTSON
2380 HOSEA WILLIAMS DRIVE NEATLANTAGA30317BOARD MEMBER2.00$0$0$0
DAVID DANIELS
2380 HOSEA WILLIAMS DRIVE NEATLANTAGA30317BOARD MEMBER2.00$0$0$0
DOUG JUTTE
2380 HOSEA WILLIAMS DRIVE NEATLANTAGA30317BOARD MEMBER2.00$0$0$0
GREG GIORNELLI
2380 HOSEA WILLIAMS DRIVE NEATLANTAGA30317BOARD MEMBER2.00$0$0$0
LAURA CLARK
2380 HOSEA WILLIAMS DRIVE NEATLANTAGA30317BOARD MEMBER2.00$0$0$0
LYNETTE BELL
2380 HOSEA WILLIAMS DRIVE NEATLANTAGA30317BOARD MEMBER2.00$0$0$0
OTHELLO MEADOWS
2380 HOSEA WILLIAMS DRIVE NEATLANTAGA30317BOARD MEMBER2.00$0$0$0
PAUL REVILLE
2380 HOSEA WILLIAMS DRIVE NEATLANTAGA30317BOARD MEMBER2.00$0$0$0
STEVE MACADAM
2380 HOSEA WILLIAMS DRIVE NEATLANTAGA30317BOARD MEMBER2.00$0$0$0
THOMAS G COUSINS
2380 HOSEA WILLIAMS DRIVE NEATLANTAGA30317BOARD MEMBER2.00$0$0$0
RUSSELL BOOKER
2380 HOSEA WILLIAMS DRIVE NEATLANTAGA30317BOARD MEMBER2.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
MICHELLE MATTHEWS
2380 HOSEA WILLIAMS DRIVE NEATLANTAGA30317CHIEF STRATEGY & OPE40.00$260,867$10,971$0
JAMES BROOKS
2380 HOSEA WILLIAMS DRIVE NEATLANTAGA30317VICE PRESIDENT, HOUS40.00$236,113$9,167$0
ZENITH HOUSTON
2380 HOSEA WILLIAMS DRIVE NEATLANTAGA30317CHIEF STRATEGIC PART40.00$219,845$0$0
KATHARINE DELP
2380 HOSEA WILLIAMS DRIVE NEATLANTAGA30317CHIEF NETWORK OFFICE40.00$189,621$7,995$0
MELISSA DEVEREAUX
2380 HOSEA WILLIAMS DRIVE NEATLANTAGA30317VICE PRESIDENT, NETW40.00$177,271$8,062$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k14OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
BRIDGESPAN GROUP THE
2 COPLEY PLACE STE 3700BBOSTONMA02116STRATEGIC PLANNING WORK$521,000
FRAMEWORKS INSTITUTE
1333 H STREET NW SUITE 700 WESTWASHINGTONDC20005STRATEGIC COMMUNICATIONS CONSULTANT$162,750
CLIFTONLARSONALLEN LLP
PO BOX 740863ATLANTAGA303740863OUTSOURCED ACCOUNTING$130,743
HOLLAND & KNIGHT LLP
PO BOX 936937ATLANTAGA311936937CONSULTING POLICY SUPPORT$120,000
FOCUSED COMMUNITY STRATEGIES
P O BOX 17628ATLANTAGA30316STRATEGIC ADVISORY SERVICES$100,000
FieldValueIRS element (for citing)
Contractor Paid Over50k9ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1PURPOSE BUILT COMMUNITIES FOUNDATION, INC. ("PURPOSE BUILT") WORKS WITH LOCAL LEADERS ACROSS THE COUNTRY TO STRENGTHEN NEIGHBORHOODS SO THAT RESIDENTS EXPERIENCE UPWARD ECONOMIC MOBILITY, IMPROVED HEALTH OUTCOMES, AND GREATER RACIAL EQUITY. BY IMPLEMENTING ITS MODEL OF HOLISTIC NEIGHBORHOOD REVITALIZATION, PURPOSE BUILT IS PUTTING MORE PEOPLE ON A PATHWAY TO PROSPEROUS AND CHOICE-FILLED LIVES.Description1Txt
Expenses1$10,694,219Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$12,389,999AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$423,567AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$12,813,566TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$12,813,566AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$192,203CashDeemedCharitableAmt
Net Vl Noncharitable Assets$12,621,363NetVlNoncharitableAssetsAmt
Minimum Investment Return$631,068MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$10,631,847ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$10,631,847QualifyingDistributionsAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Private Operating Fndtn Ruling2013-11-24PrivateOperatingFndtnRulingDt
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$551,169CurrentYearAmt
Year1$79,400Year1Amt
Year2$4,873Year2Amt
Year3$29,537Year3Amt
Total$664,979TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$468,494CurrentYearAmt
Year1$67,490Year1Amt
Year2$4,142Year2Amt
Year3$25,106Year3Amt
Total$565,232TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$10,631,847CurrentYearAmt
Year1$6,557,437Year1Amt
Year2$5,733,239Year2Amt
Year3$3,867,005Year3Amt
Total$26,789,528TotalAmt

Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Year1$0Year1Amt
Year2$0Year2Amt
Year3$0Year3Amt
Total$0TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$10,631,847CurrentYearAmt
Year1$6,557,437Year1Amt
Year2$5,733,239Year2Amt
Year3$3,867,005Year3Amt
Total$26,789,528TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$420,712CurrentYearAmt
Year1$325,744Year1Amt
Year2$205,267Year2Amt
Year3$215,019Year3Amt
Total$1,166,742TotalAmt

Total Support TotalSupportGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Public Support Type PublicSupportType

FieldValueIRS element (for citing)
Total$0TotalAmt

Largest Support From EO LargestSupportFromEOGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Investment Income GrossInvestmentIncomeGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CONNECT COMMUNITY INC
6700B BELLAIRE BLVDHOUSTONTX77074N/A501(C)(3)OPERATIONS$379,133
WOODLAWN UNITED
5529 1ST AVE SBIRMINGHAMAL35212N/A501(C)(3)OPERATIONS$308,828
GROVE PARK FOUNDATION
1566 DONALD LEE HOLLOWELL PKWYATLANTAGA30318N/A501(C)(3)OPERATIONS$288,433
EAST LAKE FOUNDATION
2606 ALSTON DRIVE SEATLANTAGA30317N/A501(C)(3)OPERATIONS$286,500
FOCUSED COMMUNITY STRATEGIES MINISTRIES
1297 MCDONOUGH BLVD SEATLANTAGA30315N/A501(C)(3)GENERAL OPERATIONS$181,000
STRIVETOGETHER INC
125 E 9TH ST STE 2CINCINNATIOH45202N/A501(C)(3)OPERATIONS$123,000
RESULTS FOR AMERICA
1701 RHODE ISLAND AVE NWWASHINGTONDC20036N/A501(C)(3)OPERATIONS$123,000
PARTNERS FOR RURAL IMPACT
439 WALNUT MEADOW RDBEREAKY40403N/A501(C)(3)OPERATIONS$123,000
TIDES CENTER
1012 TORNEY AVENUESAN FRANCISCOCA941291755N/A501(C)(3)OPERATIONS$87,000
COMMUNITY SOLUTIONS INTERNATIONAL
60 BROAD ST STE 2422NEW YORKNY10004N/A501(C)(3)OPERATIONS$87,000
ENTERPRISE COMMUNITY PARTNERS
11000 BROKEN LAND PARKWAYCOLUMBIAMD21044N/A501(C)(3)OPERATIONS$87,000
FOREST FORWARD
1918 MARTIN LUTHER KING JR BLVDDALLASTX75215N/A501(C)(3)OPERATIONS$85,000
BOSTON-THURMOND COMMUNITY NETWORK
PO BOX 961WINSTON SALEMNC27102N/A501(C)(3)OPERATIONS$84,000
LIFT ORLANDO
710 S TAMPA AVEORLANDOFL32805N/A501(C)(3)OPERATIONS$62,500
CANOPY SOUTH
3500 BLUE LAKE DR STE 320VESTAVIAAL35243N/A501(C)(3)OPERATIONS$60,000
LIFT JAX INC
40 E ADAMS ST 350JACKSONVILLEFL32202N/A501(C)(3)OPERATIONS$60,000
RENAISSANCE HEIGHTS UNITED
2701 MORESBY STREETFORT WORTHTX76105N/A501(C)(3)OPERATIONS$60,000
CHERRY HILL STRONG
606 CHERRY HILL RDBALTIMOREMD21225N/A501(C)(3)OPERATIONS$40,000
POLICYLINK
1438 WEBSTER ST STE 303OAKLANDCA94612N/A501(C)(3)OPERATIONS$37,500
THE ASPEN INSTITUTE INC
1000 N 3RD STASPENCO81611N/A501(C)(3)OPERATIONS$37,500
AMPLIFY GRAND RAPIDS
1480 KALAMAZOO AVE SEGRAND RAPIDSMI49507N/A501(C)(3)OPERATIONS$35,576
GROWING TOGETHER
32 S LEWIS AVETULSAOK74104N/A501(C)(3)OPERATIONS$30,809
THE SOUTH CITY FOUNDATION INC
1126 A LEE AVENUETALLAHASSEEFL32303N/A501(C)(3)OPERATIONS$25,750
NORTHEND RISE
723 39TH STWEST PALM BEACHFL33407N/A501(C)(3)OPERATIONS$25,000
BAYOU DISTRICT FOUNDATION
320 JULIA STREETNEW ORLEANSLA70130N/A501(C)(3)OPERATIONS$25,000
NORTHSIDE DEVELOPMENT CORP
501 HOWARD STREET SUITE ASPARTANBURGSC29303N/A501(C)(3)OPERATIONS$5,000
ISB ATLANTA
400 GALLERIA PKWY SUITE 1500ATLANTAGA30339N/A501(C)(3)OPERATIONS$2,783
SEVENTY FIVE NORTH
2112 N 30TH STOMAHANE68111N/A501(C)(3)OPERATIONS$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,752,312TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$551,169ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$14,266ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$536,903ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$536,903TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (8 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
CF FOUNDATION
157 EXECUTIVE PARK S 380ATLANTAGA30329$1,651,000Yes (X)
WARREN BUFFETT
23555 FARNAM STREETOMAHANE68131$1,620,850Yes (X)
BLUE MERIDIAN PARTNERS
3477 MADISON AVE FLOOR 6NEW YORKNY10022$1,032,745Yes (X)
KPMG
43 CHESTNUT RIDGE RDMONTVALENJ07645$750,000Yes (X)
VERITIV
5214 NORTH TRYON STREETCHARLOTTENC28202$150,000Yes (X)
STEVE MACADAM
61599 WEST PACES FERRY ROAD NORTHWESATLANTAGA30327$10,000Yes (X)
GREG GIORNELLI
73445 PEACHTREE STREET SUITE 175ATLANTAGA30326$10,000Yes (X)
ALEX ROBERTSON
8101 PARK AVENUE 48TH FLOORNEW YORKNY10178$10,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$26,035Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$26,035DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetLOSS ON SALE OF FIXED ASSETSAssetDesc
How AcquiredPURCHASEDHowAcquiredTxt
Sold2023-12SoldDt
Basis$62,844BasisAmt
Basis MethodCOSTBasisMethodTxt
Sales Expense$0SalesExpenseAmt
Total Net-$14,266TotalNetAmt
Accumulated Depreciation$48,578AccumulatedDepreciationAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$21,026LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$21,026DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DEPOSITS$14,500$14,500$14,500
RIGHT OF USE ASSETS$121,882$30,841$30,841

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSSES OF INVESTMENTSDesc
Amt$12,763Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MISCELLANEOUS EXPENSES$27,556$0$0$27,556
BANK CHARGES$1,498$0$0$1,498
DUES AND SUBSCRIPTIONS$8,739$0$0$8,739
PROFESSIONAL DEVELOPMENT$19,690$0$0$19,690
OFFICE SUPPLIES$58,928$0$0$58,928
INSURANCE$74,997$0$0$74,997
INFORMATION TECH$79,928$0$0$79,928
MEALS AND ENTERTAINMENT$157,455$0$0$157,455

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
SHORT-TERM RIGHT OF USE LEASE LIABILITY$95,041$32,491
LONG-TERM RIGHT OF USE LEASE LIABILITY$32,491$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryCONSULTANTSCategoryTxt
Amt$2,335,468Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,335,468DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
CF FOUNDATION
3445 PEACHTREE RD SUITE 175ATLANTAGA30326
WARREN BUFFETT
3555 FARNAM STREET SUITE 1440OMAHANE68131
ROBERT WOOD JOHNSON FOUNDATION
50 COLLEGE ROAD EASTPRINCETONNJ08540

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryPAYROLL TAXESCategoryTxt
Amt$249,221Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$249,221DisbursementsCharitablePrpsAmt