2023-02-13T02:09:43-06:00 2021-12-31 861065772 DELOITTE TAX LLP 150 FAYETTEVILLE STREET STE 1000 RALEIGH NC 27601 990 2021-01-01 237423031 A J FLETCHER FOUNDATION AJFL 9193222580 909 GLENWOOD AVENUE RALEIGH NC 276051511 DANIEL P MCGRATH TREASURER 9193222580 2023-02-08 1 DANIEL MCGRATH 999009999 MICHAEL H OWENBY P00443741 9195468000 X 3 AAL1 IAL1 2021 2023-03-07 01:45:13Z DAMON J CIRCOSTA 909 GLENWOOD AVENUE RALEIGH NC 276051511 116866414 0 X WWW.AJF.ORG X 1975 NC SEE SCHEDULE O NARRATIVE FOR PART III, LINE 1 5 3 4 0 42339511 31862556 0 0 0 0 78086594 53726000 -40957 -27664 78045637 53698336 8253267 6027000 0 0 346469 401863 0 0 0 13329371 9784320 21929107 16213183 56116530 37485153 154919685 168653502 23091 61537 154896594 168591965 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 CAROLINAOR SERVING NORTH CAROLINA RESIDENTS THAT HAVE AS ONE OF THEIR PURPOSESTHE CARE OR SUPPORT OF THE ELDERLY, INFIRM OR INDIGENT, THE PROMOTIONOF EDUCATION, ARTISTIC ENDEAVORS, COMMUNICATION ARTS, OR PUBLICRECREATION OR THE FOSTERING OF RELIGIOUS FAITH. 0 0 850000 850000 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 175 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. 5488904 5177000 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 $5,177,000 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 2021. 6338904 1 0 0 0 0 0 0 0 0 0 1 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 0 0 0 0 0 1 1 1 0 0 1 4 0 1 4 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 5 3 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 NC X DANIEL P MCGRATH 9193222580 909 GLENWOOD AVENUE RALEIGH NC 276051511 BETH BRIGGS DIRECTOR 1.00 0.00 X 0 0 0 GREG PATTERSON DIRECTOR 1.00 0.00 X 0 0 0 JAMES F GOODMON CHAIRMAN OF THE BOARD 3.00 0.00 X 0 0 0 JAMES F GOODMON JR DIRECTOR 1.00 0.00 X 0 0 0 MARIA SPAULDING DIRECTOR 1.00 0.00 X 0 0 0 DAMON J CIRCOSTA VICE-PRESIDENT/EXECUTIVE DIREC 40.00 0.00 X 187010 0 41752 BARBARA L GOODMON PRESIDENT 1.00 0.00 X 0 0 0 DANIEL P MCGRATH TREASURER/SECRETARY 3.00 2.00 X 0 0 0 187010 0 41752 1 0 1 0 DONOGHUE FORLINES 63 FOREST AVE STE 1 LOCUST VALLEY NY 11560 INVESTMENT FEES 241256 WELLS FARGO 4208 SIX FORKS RD STE 1220 RALEIGH NC 27609 INVESTMENT FEES 149052 2 46817771 42339511 4478260 12000 39664 -27664 -27664 -27664 70036643 63128414 6908229 6908229 6908229 53698336 0 42339511 11358825 6027000 6027000 228762 171571 57191 114681 92361 22320 11623 9361 2262 26403 21264 5139 20394 15710 4684 5299 5299 26770 26770 62690 62690 462249 462249 34321 34321 300 300 8450 8450 4526 4526 54497 54497 233 233 4198 4198 50982 50982 12002 12002 TAXES 9013089 9013089 TICKETS & SPONSORSHIPS 34809 34809 BOOKS, SUBSCRIPTIONS & 3199 3199 MEALS 2817 2817 3889 1637 2252 16213183 6338904 9874279 0 439494 279723 2271785 1974683 188 2688 66000 4284 3298271 767915 2528884 2530356 122236296 134830535 27441684 28963879 1354 1354 154919685 168653502 23091 61537 23091 61537 X 154896594 168591965 154896594 168591965 154919685 168653502 X 37485153 3304456 -27094238 X X 0 0 0 X X X 1 THE FLETCHER ACADEMY 581447219 2 1 850000 0 1 850000 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 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 $5,177,000 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 2021. 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 SCHEDULE A, PART IV, SECTION A, LINE 9B AND 9C: JAMES F. GOODMON (CHAIRMAN OF THE BOARD) OWNS 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. JAMES F. GOODMON (CHAIRMAN OF THE BOARD) ALSO OWNS A NON-CONTROLLING INTEREST IN REVEAL MOBILE, INC. 680627 680627 2375088 593439 1781649 24241 7956 16285 52611 44289 8322 165704 122231 43473 2530356 BRIGGS RESTORATION LTD. LLC 2509419 C CAPITOL HOLDING COMPANY, INC. AND SUBSIDIARIES 15725203 C GLOBAL VINE, LLC 3339277 C HATTERAS VENTURE PARTNERS V, L.P. 1485005 C TEP CAPITOLA INVESTMENT, LLC 1000000 C REVEAL MOBILE, INC. 1 C HATTERAS VENTURE PARTNERS VI 560395 C TVP II 2544579 C TVP/AMPION 1800000 C 28963879 1 A PLACE AT THE TABLE PO BOX 26205 RALEIGH NC 27611 472959935 501(C)(3) 10000 0 GENERAL OPERATIONS ACTIVATE GOOD INC 1053 E WHITAKER MILL RD ROOM 115 RALEIGH NC 27604 203057526 501(C)(3) 35000 0 VACCINE SUPPORT APPALACHIAN REGIONAL HEALTHCARE FOUNDATION PO BOX 2600 BOONE NC 28607 204625618 501(C)(3) 50000 0 HOSPITAL CAPITAL CAMPAIGN APPALACHIAN REGIONAL HEALTHCARE FOUNDATIONN PO BOX 2600 BOONE NC 28607 204625618 501(C)(3) 25000 0 PHYSICIAN RECRUITMENT BOOK HARVEST 2501 UNIVERSITY DRIVE SUITE 6 DURHAM NC 27707 452610533 501(C)(3) 10000 0 GENERAL OPERATIONS BOYS & GIRLS CLUB OF DURHAM AND ORANGE COUNTIES 1010 MARTIN LUTHER KING PARKWAY DURHAM NC 27713 566001906 501(C)(3) 10000 0 GENERAL OPERATIONS CAROLINA COMMON ENTERPRISE PO BOX 12408 DURHAM NC 27709 460568407 501(C)(3) 50000 0 FOOD DISTRIBUTION CATHOLIC CHARITIES DIOCESE OF RALEIGH INC 7200 STONEHENGE DRIVE RALEIGH NC 27613 530196617 501(C)(3) 200000 0 OAK CITY CARES- INDIGENT SERVICES COMMON CAUSE EDUCATION FUND PO BOX 6207 RALEIGH NC 27628 311705370 501(C)(3) 150000 0 HBCU PROJECT COMMUNITY MUSIC SCHOOL 322 CHAPANOKE RD RALEIGH NC 27603 582098168 501(C)(3) 25000 0 TOM MCQUIRE EDUCATIONAL SCHOLARSHIP DENTAL FOUNDATION OF NORTH CAROLINA CAMPUS BOX 7450 CHAPEL HILL NC 27599 566304130 501(C)(3) 50000 0 UNC SCHOOL OF DENTISTRY-CAPITAL CAMPAIGN DRESS FOR SUCCESS TRIANGLE NC 1812 TILLERY PLACE RALEIGH NC 27604 262229898 501(C)(3) 10000 0 GENERAL OPERATIONS DURHAM TECHNICAL COMMUNITY COLLEGE FOUNDATION INC 1637 LAWSON STREET DURHAM NC 27703 561423848 501(C)(3) 50000 0 WORKFORCE DEVELOPMENT EAST DURHAM CHILDREN'S INITIATIVE 2101 ANGIER AVE 3RD FLOOR DURHAM NC 27703 320263133 501(C)(3) 250000 0 GENERAL OPERATIONS EAST DURHAM CHILDREN'S INITIATIVE 2101 ANGIER AVE 3RD FLOOR DURHAM NC 27703 320263133 501(C)(3) 33000 0 WORK STUDY WITH CRISTO REY SCHOOL THE FLETCHER ACADEMY 400 CEDARVIEW CT RALEIGH NC 27609 581447219 501(C)(3) 100000 0 CAPITAL EXPENDITURES THE FLETCHER ACADEMY 400 CEDARVIEW CT RALEIGH NC 27609 581447219 501(C)(3) 100000 0 LITERACY GRANT THE FLETCHER ACADEMY 400 CEDARVIEW CT RALEIGH NC 27609 581447219 501(C)(3) 500000 0 GENERAL OPERATIONS THE FLETCHER ACADEMY 400 CEDARVIEW CT RALEIGH NC 27609 581447219 501(C)(3) 150000 0 GENERAL OPERATIONS FRIENDS OF COR MUSEUM 220 FAYETTEVILLE ST STE 100 RALEIGH NC 27601 582069400 501(C)(3) 10000 0 GENERAL OPERATIONS FRIENDS OF NC STATE MUSEUM NATURAL SCIENCE PO BOX 26928 RALEIGH NC 276116928 561240806 501(C)(3) 55000 0 3-D THEATER RENOVATION FRIENDS OF NC STATE MUSEUM NATURAL SCIENCE PO BOX 26928 RALEIGH NC 276116928 561240806 501(C)(3) 100000 0 TRAVELING EXHIBIT - RACE: ARE WE SO DIFFERENT? HABITAT FOR HUMANITY OF DURHAM INC 215 N CHURCH ST DURHAM NC 27701 581674794 501(C)(3) 10000 0 GENERAL OPERATIONS HEALING TRANSITIONS INTERNATIONAL INC 1251 GOODE ST RALEIGH NC 27603 562135246 501(C)(3) 10000 0 STAFF SUPPORT HEALING TRANSITIONS INTERNATIONAL INC 1251 GOODE ST RALEIGH NC 27603 562135246 501(C)(3) 200000 0 CAPITAL EXPANSION HISTORIC PRESERVATION FOUNDATION OF NC 220 FAYETVILLE STREET STE 200 RALEIGH NC 276117644 561145386 501(C)(3) 35000 0 WE BUILD THIS PROGRAM INTER-FAITH FOOD SHUTTLE 1001 BLAIR ROAD RALEIGH NC 27603 561753180 501(C)(3) 10000 0 GENERAL OPERATIONS LEADERSHIP TRIANGLE 907 GLENWOOD AVE RALEIGH NC 27605 561852726 501(C)(3) 75000 0 GENERAL OPERATIONS MARBLES KIDS MUSEUM 201 E HARGETT STREET RALEIGH NC 27601 581647538 501(C)(3) 10000 0 GENERAL OPERATIONS NC BLACK ALLIANCE INC PO BOX 27886 RALEIGH NC 27611 562210571 501(C)(3) 85000 0 VACCINE SUPPORT NC CENTER ON ACTUAL INNOCENCE PO BOX 52446 SHANNON PLAZA STATION DURHAM NC 277172446 562200512 501(C)(3) 100000 0 GENERAL OPERATIONS NORTH CAROLINA ARTS IN ACTION INC PO BOX 51277 DURHAM NC 27717 203029784 501(C)(3) 15000 0 GENERAL OPERATIONS NC BLACK ALLIANCE INC PO BOX 27886 RALEIGH NC 27611 562210571 501(C)(3) 200000 0 EDUCATION AND ENGAGEMENT PROGRAM NORTH CAROLINA COMMUNITY FOUNDATION 3737 GLENWOOD AVE 460 RALEIGH NC 27612 581661700 501(C)(3) 100000 0 SE RALEIGH EDUCATION & ANTI-POVERTY NORTH CAROLINA COMMUNITY FOUNDATION 3737 GLENWOOD AVE 460 RALEIGH NC 27612 581661700 501(C)(3) 2000000 0 DIX PARK GIFT FUND NORTH CAROLINA JUSTICE CENTER 224 S DAWSON STREET RALEIGH NC 27601 561348186 501(C)(3) 425000 0 GENERAL OPERATIONS OAK CITY CARES 1430 S WILMINGTON STREET RALEIGH NC 27603 830826329 501(C)(3) 90000 0 TECHNOLOGY TO ENHANCE INDIGENT SERVICES PAVE SOUTHEAST RALEIGH CHARTER SCHOOL INC 3420 IDLEWOOD VILLAGE DRIVE RALEIGH NC 27610 464215646 501(C)(3) 50000 0 GENERAL OPERATIONS PUBLIC SCHOOL FORUM OF NC INC 3725 NATIONAL DRIVE SUITE 101 RALEIGH NC 27612 581654064 501(C)(3) 100000 0 PUBLIC SCHOOL EDUCATION ROCKY MOUNT FAMILY YMCA PO BOX 4063 ROCKY MOUNT NC 27803 560543251 501(C)(3) 99000 0 OUTDOOR EDUCATION & RECREATION PROJECT SCHOOL OF GOVERNMENT FOUNDATION INC CAMPUS BOX 3330 KNAPPS-SANDERS BUILDING CHAPEL HILL NC 27599 561966429 501(C)(3) 25000 0 STUDENT RESPONSE CORPS SOUTHEASTERN BAPTIST THEOLOGICAL SEMINARY PO BOX 1889 WAKE FOREST NC 27588 560649251 501(C)(3) 15000 0 REV. J.D. FLETCHER CHURCH PLANTING SOUTHERN COALITION FOR SOCIAL JUSTICE 1415 WEST HIGHWAY 54 SUITE 101 DURHAM NC 27707 260688375 501(C)(3) 10000 0 GENERAL OPERATIONS THE SALVATION ARMY 1863 CAPITAL BLVD RALEIGH NC 27604 580660607 501(C)(3) 25000 0 GENERAL OPERATIONS TRIANGLE FAMILY SERVICES 3937 WESTERN BLVD RALEIGH NC 27606 560547491 501(C)(3) 10000 0 GENERAL OPERATIONS TRIANGLE GOLF FOUNDATION INC 880 WESTGATE PARK DRIVE RALEIGH NC 27617 562266025 501(C)(3) 50000 0 CAPITAL CAMPAIGN WAKE FOREST UNIVERSITY OFFICE OF UNIVERSITY ADVANCEMENT PO BOX 7227 WINSTON SALEM NC 27106 560532138 501(C)(3) 85000 0 AJ FLETCHER LAW SCHOOL SCHOLARSHIPS WAKE MONARCH ACADEMY PO BOX 462 FUQUAY VARINA NC 27526 832148694 501(C)(3) 50000 0 ADDICTION-INFORMED HIGH SCHOOL WOMEN'S FUND OF THE BLUE RIDGE 895 STATE FARM RD SUITE 403-8 BOONE NC 28607 261346239 501(C)(3) 10000 0 GENERAL OPERATIONS XDS INC PO BOX 368 CARRBORO NC 24510 680582042 501(C)(3) 50000 0 AFFORDABLE HOUSING FOR PEOPLE WITH MENTAL ILLNESS YMCA OF THE TRIANGLE AREA 801 CORPORATE CENTER DR STE 200 RALEIGH NC 27607 560591307 501(C)(3) 100000 0 SE RALEIGH CAPITAL CAMPAIGN 53 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 VICE-PRESIDENT/EXECUTIVE DIREC 187010 0 0 0 0 0 22744 0 19008 0 228762 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 JAMES F. GOODMON (CHAIRMAN OF THE BOARD), BARBARA L. GOODMON (PRESIDENT), 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) 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 CHC K-1 REPORTING -27,135,635. BOOK-TAX DIFF GLOBAL VINE K-1 REPORTING -146,333. BOOK-TAX DIFF TEP CAPITOLA K-1 REPORTING 40,826. BOOK-TAX DIFF BRIGGS K-1 REPORTING -9,778. BOOK-TAX DIFF HVP K-1 REPORTING 50,344. BOOK-TAX DIFF HVP VI K-1 REPORTING 20,503. BOOK-TAX DIFF TVP II K-1 REPORTING 85,465. BOOK-TAX DIFF TVP II CO-INVEST K-1 REPORTING 370. 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 2: DESCRIPTION OF WHY THE ORG'S FINANCIAL STATEMENTS WERE NOT AUDITED: SINCE THE ORGANIZATION ACCEPTS NO FEDERAL OR STATE FUNDS, AN AUDIT IS NOT REQUIRED. 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. 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. THE FLETCHER ACADEMY 400 CEDARVIEW COURT RALEIGH NC 27609 581447219 SCHOOL NC 501(C)(3) 2 N/A 0 BRIGGS BUILDING RESTORATION LLC 220 FAYETTEVILLE ST STE 200 RALEIGH NC 27601 562034042 RENTAL REAL ESTATE NC A J FLETCHER FOUNDATION INVESTMENT 9778 1323599 0 1 0.79000 CAPITOL HOLDING COMPANY INC PO BOX 12000 RALEIGH NC 27605 561979330 HOLDING COMPANY NC N/A S 36449819 428476982 0.84500 0 REVEAL MOBILE INC 819 WEST HARGETT ST RALEIGH NC 27603 455111860 ADVERTISING NC N/A C -229408 627268 0.04930 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 CAPITOL HOLDING COMPANY INC S 15121550 DISTRIBUTIONS THE FLETCHER ACADEMY B 850000 GRANTS