2023-11-15T23:08:23-06:00 2022-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2022-01-01 472962822 Earl and Kathryn Congdon Family Foundation % Foundation Source EARL 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 David Congdon President 8008391754 2023-11-15 true David Congdon 999009999 Jeffrey D Haskell P01345770 8008391754 2022 2023-04-26 12:10:37Z X 84754891 X 999619 37653 37653 239186 239186 2222019 6773689 3181686 75 3498552 3458525 0 100000 100000 37219 37219 15461 2576 0 12885 1256232 11923 1244309 314837 29870 240667 732262 45896 0 7200 7200 583 583 180006 25163 154843 2643800 115428 0 1797706 5870949 5870949 8514749 115428 0 7668655 -5016197 3343097 8202246 1822895 1822895 26712220 21354411 40771669 4006711 50767 3768087 3955944 3187206 41149399 1612880 31261003 39536519 35473121 3500000 3500000 3500000 73443556 70169769 84754891 0 0 X 73443556 70169769 73443556 70169769 73443556 70169769 73443556 -5016197 1742410 70169769 70169769 Publicly-traded Securities 6773689 3592003 3181686 3181686 3181686 46469 46469 46469 45728 0 3600 49328 X 0 2859 2859 false false false false false false false true true DE NC true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false true true false false 0 false false false false false false false false false false false false false false Audrey L Congdon Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec 1.0 0 0 0 David S Congdon Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres, Dir, Treas 1.0 0 0 0 Earl Congdon Foundation Source 501 Silverside Rd Wilmington DE 198091377 Chair, Dir 1.0 0 0 0 Kathryn Congdon Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, VP 1.0 0 0 0 Karen C Pigman Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, VP 1.0 0 0 0 Mrs Megan Yowell Oglesby FOUNDATION SOURCE WILMINGTON DE 198091377 Foundation Person 25.0 100000 29247 Landmark Builders Inc 3520 Triad Court WinstonSalem NC 27107 Construction 8834338 Edcor Data Services LLC 3310 W Big Beaver Rd Suite 305 Troy MI 48084 Philanthropic 704417 Barbour Spangle Design Group 410 W English Rd Suite B201 High Point NC 27262 Design 575292 Louis Cherry Architecture PLLC 516 Euclid Street Raleigh NC 27604 Architecture 174792 Foundation Source 55 Walls Drive 3rd FL FAIRFIELD CT 06824 Administrative 121811 100 45925859 7946466 2978647 56850972 0 56850972 852765 55998207 2799910 2799910 46469 46469 2753441 2753441 2753441 7668655 0 8961881 0 0 16630536 2753441 2020 2019 2018 3341858 4803826 9130528 22465374 3764366 43505952 16630536 2753441 13877095 57383047 0 3341858 54041189 4803826 9130528 22465374 3764366 13877095 David S Congdon Earl Congdon Kathryn Congdon X AMERICAN HEART ASSOCIATION - NORTH CAROLINA 1818 PATTERSON ST NASHVILLE TN 37203 N/A PC Heart Mobile Kitchen and Three Meals a Day initiatives 100000 BOYS & GIRLS CLUB OF GREATER HIGH POINT INC PO BOX 2834 HIGH POINT NC 27261 N/A PC Rankin Memorial Church property Campaign (see general explanation) 1940994 CHALLENGER LEARNING CENTER OF KENTUCKY INC 1 COMMUNITY COLLEGE DR HAZARD KY 41701 N/A PC Modernization operational expenses 35000 COLLEGE PREPARATORY & LEADERSHIP ACADEMY OF HIGH P 5700 RIVERDALE DR JAMESTOWN NC 27282 N/A PC STEM lab 47000 D-UP INC 613 E WASHINQTON ST HIGH POINT NC 27260 N/A PC General & Unrestricted 200000 GO FAR PO BOX 6041 HIGH POINT NC 27262 N/A PC General & Unrestricted 40000 GREATER HIGH POINT FOOD ALLIANCE 815 PHILLIPS AVE HIGH POINT NC 27262 N/A PC Food Security Fund 20140 GROWING HIGH POINT 710 WASHINGTON ST HIGH POINT NC 27260 N/A PC Salaries and employee benefits 73176 GROWING HIGH POINT 710 WASHINGTON ST HIGH POINT NC 27260 N/A PC Growdega mobile food truck 91667 GUILFORD EDUCATION ALLIANCE INC 311 POMONA DR STE E GREENSBORO NC 27407 N/A PC General & Unrestricted 100000 HIGH POINT COMMUNITY FOUNDATION PO BOX 5166 HIGH POINT NC 27262 N/A PC Mariana and Nido Qubein Children's Museum for the scholarship fund and financial assistance for visitors 200000 HIGH POINT COMMUNITY FOUNDATION PO BOX 5166 HIGH POINT NC 27262 N/A PC Nido and Mariana Qubein Children's Museum operations 300000 HIGH POINT DISCOVERED INC 400 W ENGLISH ROAD STE 241 HIGH POINT NC 27262 N/A PC General & Unrestricted 100000 HIGH POINT FRIENDS SCHOOL INC 800A QUAKER LN HIGH POINT NC 27262 N/A PC Scholarship fund and teacher support 50000 HIGH POINT PUBLIC LIBRARY FOUNDATION INC PO BOX 2530 HIGH POINT NC 27261 N/A SO I Sensory Garden Capital Project 100000 HIGH POINT UNIVERSITY 1 UNIVERSITY PKWY HIGH POINT NC 27268 N/A PC PREPARE Teacher Residency Program under the Stout School of Education 55599 HOMEGROWN HEROES INC 989 DECKER RD THOMASVILLE NC 27360 N/A PC Teaching Kitchen facility expenses and equipment purchases 100000 INTERNATIONAL SOCIETY OF FURNITURE DESIGNERS FOUND PO BOX 5445 HIGH POINT NC 27262 N/A PC Innovation + Design Program 25000 JUNIOR ACHIEVEMENT OF THE TRIAD INC 3220 NORTHLINE AVE GREENSBORO NC 27408 N/A PC Inspiring Tomorrows FY22 25000 MT ZION BAPTIST CHURCH PO BOX 2541 HIGH POINT NC 27261 N/A PC Community Writing Center 75000 OPEN DOOR MINISTRIES OF HIGH POINT FOUNDATION INC 908 FOREST HILL DR HIGH POINT NC 27262 N/A SO III FI General & Unrestricted 200000 PEAK ADVENTURE MINISTRIES INC 1818 BULL RUN CT GREENSBORO NC 27407 N/A PC General & Unrestricted 15336 PIEDMONT SCHOOL INC 815 OLD MILL RD HIGH POINT NC 27265 N/A PC The Piedmont School and The John Yowell Academy Scholarship Fund 275000 READY FOR SCHOOL READY FOR LIFE PO BOX 13844 GREENSBORO NC 27415 N/A PC General & Unrestricted 50000 SAINT MARYS EPISCOPAL CHURCH 108 W FARRISS AVE HIGH POINT NC 27262 N/A PC General & Unrestricted 50000 SAINT MARYS EPISCOPAL CHURCH 108 W FARRISS AVE HIGH POINT NC 27262 N/A PC Community Life Center (CLC) Operating Expenses 90000 SAINT MARYS EPISCOPAL CHURCH 108 W FARRISS AVE HIGH POINT NC 27262 N/A PC Music Program 120000 SAINT MARYS EPISCOPAL CHURCH 108 W FARRISS AVE HIGH POINT NC 27262 N/A PC Sanctuary Capital Project 400000 TECHNOLOGY STUDENT ASSOCIATION KENTUCKY TECH 300 SOWER BLVD STE 5TH FL FRANKFORT KY 40601 N/A PC Pigman Scholarship Fund 101500 THE COMMUNITY CLINIC OF HIGH POINT INC 779 N MAIN ST HIGH POINT NC 27262 N/A PC General & Unrestricted 50000 THEATRE ART GALLERIES 220 E COMMERCE AVE HIGH POINT NC 27260 N/A PC General & Unrestricted 113000 UNITED WAY OF GREATER HIGH POINT INC 815 PHILLIPS AVE HIGH POINT NC 27262 N/A PC Women In Motion - Kitty Congdon Mentoring Program 4167 WESTCHESTER COUNTRY DAY SCHOOL INC 2045 N OLD GREENSBORO RD HIGH POINT NC 27265 N/A PC General & Unrestricted (see general explanation) 623370 YOUNG WOMENS CHRISTIAN ASSOCIATION OF HIGH POINT N 155 WESTWOOD AVE HIGH POINT NC 27262 N/A PC Growing the Future Campaign 100000 5870949 14 37653 14 239186 18 2222019 STATE TAX REFUND 01 75 2498933 2498933 false false false false false false false false false false X X 1 Earl Congdon 2019 Charitable Lead A 3290 Northside Parkway 7th Floor Atlanta GA 30327 499810 X 2 Kathryn Congdon 2019 Charitable Lea 3290 Northside Parkway 7th Floor Atlanta GA 30327 499810 X BLDG - 401 W ENGLI 1548824 0 SL 39 39713 39713 0 BLDG - 410 W MLK J 2021-02-19 17000 363 SL 39 436 436 0 BLDG IMP - 225 N E 2022-12-31 16683 SL 39 0 BLDG IMP - 400 W E 2022-12-31 8945199 SL 39 0 BLDG IMP - 401 W E 13145 0 SL 39 337 337 0 BLDG IMP - 410 W M 2021-02-19 210989 4508 SL 39 5410 5410 0 BLDG IMP - 410 W M 2022-12-31 233753 SL 39 0 LAND - 121 VIRGINI 2021-03-01 156000 L 0 LAND - 125 VIRGINI 2021-03-01 86000 L 0 LAND - 401 W ENGLI 1201000 L 0 LAND - 402 W BROAD 2021-03-01 207000 L 0 LAND - 410 W MLK J 2021-02-19 333000 L 0 BLDG - 225 N ELM S 2020-07-22 1669117 60630 SL 39 42798 0 BLDG - 400 W ENGLI 5127357 186250 SL 39 131471 0 BLDG - 410 W ENGLI 2018-03-31 3765759 361942 SL 39 96558 0 BLDG IMP - 225 N E 2021-12-31 68410 0 SL 39 1754 0 BLDG IMP - 400 W E 1269635 0 SL 39 32555 0 BLDG IMP - 410 W E 2021-02-18 14867969 317692 SL 39 381230 0 LAND - 225 N ELM S 2020-07-22 2189403 L 0 LAND - 400 W ENGLI 2483000 L 0 LAND - 410 W ENGLI 2018-03-31 746867 L 0 IN-KIND GRANTS PART I LINE 25 AND PART XIV LINE 3A DISTRIBUTIONS OF PROPERTY VALUE AT FAIR MARKET VALUE AT DATE OF DISTRIBUTION METHOD FOR DETERMINING FMV OF SECURITIES: AVERAGE OF HIGH/LOW ON DATE GRANTED TO CHARITY METHOD OF DETERMINING BOOK VALUE OF SECURITIES: COST OR AVERAGE OF HIGH/LOW ON DATE CONTRIBUTED TO FOUNDATION TOTAL FAIR MARKET VALUE OF PROPERTY: $2,564,365 TOTAL BOOK VALUE OF PROPERTY: $821,955 TOTAL CASH PORTION OF GRANTS: $- TOTAL AMOUNT OF GRANTS: $2,564,365 FORM 990-PF, PART III, LINE 3 - OTHER INCREASES/DECREASES: $1,742,410 DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: OLD DOMINION FREIGHT LINE UNITS: 2015 DATE OF DISTRIBUTION: 2/8/2022 GRANT RECIPIENT: WESTCHESTER COUNTRY DAY SCHOOL INC FMV OF PROPERTY: $623,370 BOOK VALUE OF PROPERTY: $193,373 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $623,370 DESCRIPTION OF PROPERTY: OLD DOMINION FREIGHT LINE UNITS: 6550 DATE OF DISTRIBUTION: 11/17/2022 GRANT RECIPIENT: BOYS & GIRLS CLUB OF GREATER HIGH POINT INC FMV OF PROPERTY: $1,940,994 BOOK VALUE OF PROPERTY: $628,582 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $1,940,994 AT INCOME OPPORTUNITIES FUND I 471765 525219 ATLANTIC TRUST DISC EQTY 460840 509179 CIBC ATLAS INTERNATIONAL GROWT 138372 161005 OLD DOMINION FREIGHT LINE 19675388 38924684 VERSUS CAPITAL MULTI MNGR REAL 308046 326172 VERSUS CAPITAL REAL ASSETS FUN 300000 325410 BLDG - 401 W ENGLI 1548824 39713 1509111 1509111 BLDG - 410 W MLK J 17000 799 16201 16201 BLDG IMP - 401 W E 13145 337 12808 12808 BLDG IMP - 410 W M 210989 9918 201071 201071 BLDG IMP - 410 W M 233753 233753 233753 LAND - 121 VIRGINI 156000 156000 156000 LAND - 125 VIRGINI 86000 86000 86000 LAND - 401 W ENGLI 1201000 1201000 1201000 LAND - 402 W BROAD 207000 207000 207000 LAND - 410 W MLK J 333000 333000 333000 BLDG IMP - 225 N E 16683 16683 16683 BLDG IMP - 400 W E 8945199 8945199 8945199 BLDG - 225 N ELM S 1669117 103428 1565689 1565689 BLDG - 400 W ENGLI 5127357 317721 4809636 4809636 BLDG - 410 W ENGLI 3765759 458500 3307259 3307259 BLDG IMP - 225 N E 68410 1754 66656 66656 BLDG IMP - 400 W E 1269635 32555 1237080 1237080 BLDG IMP - 410 W E 14867969 698922 14169047 14169047 LAND - 225 N ELM S 2189403 2189403 2189403 LAND - 400 W ENGLI 2483000 2483000 2483000 LAND - 410 W ENGLI 746867 746867 746867 Document Review/Drafting 563 563 General Consultations 14898 2013 12885 PRI - HP CHAMBER - 0% - 07/01/ 3500000 3500000 Administrative Fees 121811 121811 Bank Charges 24 24 Foundation Dues & Memberships 250 250 Payroll Processing Fees 712 712 Postage/Delivery Service 1269 1269 Property insurance 25624 15129 10495 Property Maintenance 19325 640 18685 State or Local Filing Fees 25 25 UTILITIES 10966 9370 1596 State Tax Refund 75 GRANTS OF PUBLICLY TRADED SECURITIES 1742410 Investment Management Services 11923 11923 REAL ESTATE SERVICES 539892 539892 Philanthropic Consulting Srvcs 704417 704417 990-PF Estimated Tax for 2022 41900 990-PF Extension for 2021 2400 Property Taxes 270537 29870 240667