2022-11-15T15:05:07-06:00 2021-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2021-01-01 472962822 Earl and Kathryn Congdon Family Foundation % Foundation Source EARL 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 David Congdon President 8008391754 2022-11-14 true David Congdon 999009999 Jeffrey D Haskell P01345770 8008391754 2021 2022-09-23 18:48:47Z X 104141707 X 999619 2760 2760 229893 229893 6798 6798 8694883 12417156 12269338 9933953 12508789 0 90000 90000 35174 35174 39073 20532 0 18541 56089 33484 22605 195769 11229 121140 461919 44921 40050 6600 6600 153139 19131 134008 1037763 129297 40050 428068 6223324 6223324 7261087 129297 40050 6651392 2672866 12379492 4600733 8202246 8202246 31079232 26712220 62553482 3772958 44921 192469 3728037 2959200 50000 32187517 1090540 29255779 31096977 26926779 3500000 3500000 3500000 68678213 73239480 104141707 0 0 X 68678213 73443556 68678213 73443556 68678213 73443556 68678213 2672866 2092477 73443556 73443556 Publicly-traded Securities 12417156 147818 12269338 12269338 12269338 172075 172075 172075 173503 0 2400 175903 X 0 3828 3828 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 90000 27973 Landmark Builders Inc 3520 Triad Court WinstonSalem NC 27107 CONSTRUCTION 1985543 Louis Cherry Architecture PLLC 516 Euclid Street Raleigh NC 27604 ARCHITECTURE 262770 Barbour Spangle Design Group 410 W English Rd Suite B201 High Point NC 27262 DESIGN 64200 FOUNDATION SOURCE 55 Walls Drive 3rd fl FAIRFIELD CT 06824 ADMINISTRATIVE 117096 55087053 4499547 2527131 62113731 0 62113731 931706 61182025 3059101 3059101 172075 172075 2887026 2887026 2887026 6651392 0 0 0 0 6651392 2887026 2019 2018 2017 3341858 4803826 9130528 22465374 39741586 6651392 2887026 3764366 43505952 0 43505952 3341858 4803826 9130528 22465374 3764366 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 initiat 100000 BACKPACK BEGINNINGS 1852 BANKING ST 9024 GREENSBORO NC 27408 N/A PC Rising to the Challenge Expansion Campaign 100000 BIG BROTHERS BIG SISTERS OF THE CENTRAL PIEDMONT I PO BOX 627 HIGH POINT NC 27261 N/A PC Purchase of a passenger van 30000 CHALLENGER LEARNING CENTER OF KENTUCKY INC 1 COMMUNITY COLLEGE DR HAZARD KY 41701 N/A PC General & Unrestricted 135000 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 65000 GREATER HIGH POINT FOOD ALLIANCE 815 PHILLIPS AVE HIGH POINT NC 27262 N/A PC General & Unrestricted 12600 GREATER HIGH POINT FOOD ALLIANCE 815 PHILLIPS AVE HIGH POINT NC 27262 N/A PC Food Security Fund 27250 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 HELPING HANDS HIGH POINT 2301 S MAIN ST HIGH POINT NC 27263 N/A PC General & Unrestricted 268315 HIGH POINT DISCOVERED INC PO BOX 6437 HIGH POINT NC 27262 N/A PC General & Unrestricted 75000 HIGH POINT FRIENDS SCHOOL INC 800A QUAKER LN HIGH POINT NC 27262 N/A PC Scholarships and teacher support 50000 HIGH POINT UNIVERSITY 1 UNIVERSITY PKWY HIGH POINT NC 27268 N/A PC 2021 PREPARE Residency Program & STEM camp and sup 55599 HOSPICE OF THE PIEDMONT INC 1801 WESTCHESTER DR HIGH POINT NC 27262 N/A PC Charitable Event 2500 JUNIOR ACHIEVEMENT OF THE TRIAD INC 3220 NORTHLINE AVE GREENSBORO NC 27408 N/A PC Inspiring Tomorrows FY22 25000 MARYFIELD INC 1315 GREENSBORO RD HIGH POINT NC 27260 N/A PC General & Unrestricted 1452871 MT ZION BAPTIST CHURCH PO BOX 2541 HIGH POINT NC 27261 N/A PC Community Writing Center 75000 NEWTONS ATTIC 4974 OLD VERSAILLES RD LEXINGTON KY 40510 N/A PC General & Unrestricted 100000 OPEN DOOR MINISTRIES OF HIGH POINT FOUNDATION INC 908 FOREST HILL DR HIGH POINT NC 27262 N/A SO III FI General & Unrestricted 100293 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 Sc 250000 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 240000 SCHOLARSHIP AMERICA PO BOX 215 GLYNDON MN 56547 N/A PC OD Scholarship Program Scholarship Fund 440000 SECOND HARVEST FOOD BANK OF NORTHWEST NORTH CAROLI 3655 REED ST WINSTON SALEM NC 27107 N/A PC Hunger for Change Campaign 50000 TECHNOLOGY STUDENT ASSOCIATION KENTUCKY TECH 300 SOWER BLVD STE 5TH FL FRANKFORT KY 40601 N/A PC Pigman Scholars Scholarship Fund 107000 THE COMMUNITY CLINIC OF HIGH POINT INC 779 N MAIN ST HIGH POINT NC 27262 N/A PC General & Unrestricted 50000 THE FATHERS STOREHOUSE INC PO BOX 2371 THOMASVILLE NC 27361 N/A PC Capital improvements to new facility 200000 UDT-SEAL MUSEUM ASSOCIATION INC 3300 NORTH HWY A1A FORT PIERCE FL 34949 N/A PC General & Unrestricted 126343 UNIVERSITY OF KENTUCKY 210 MALABU DR STE 200 LEXINGTON KY 40502 N/A GOV College of Engineering Sea Scroll Project currentl 140000 WESLEY UNITED METHODIST CHURCH 1225 CHESTNUT DR HIGH POINT NC 27262 N/A PC Feeding Lisa's Kids 100000 WESTCHESTER COUNTRY DAY SCHOOL INC 2045 N OLD GREENSBORO RD HIGH POINT NC 27265 N/A PC Capital Campaign 17180 WESTCHESTER COUNTRY DAY SCHOOL INC 2045 N OLD GREENSBORO RD HIGH POINT NC 27265 N/A PC General & Unrestricted 630200 YMCA OF GREATER HIGH POINT FOUNDATION INC PO BOX 6258 HIGH POINT NC 27262 N/A SO I General & Unrestricted 401170 YOUNG MENS CHRISTIAN ASSOCIATION OF HIGH POINT PO BOX 6258 HIGH POINT NC 27262 N/A PC Carl Chavis YMCA Capital Campaign Improvements 200000 YOUNG WOMENS CHRISTIAN ASSOCIATION OF HIGH POINT N 155 WESTWOOD AVE HIGH POINT NC 27262 N/A PC Growing the Future Campaign 100000 6223324 14 2760 14 229893 18 8694883 8927536 8927536 false false false false false false false false false false X X 1 Earl Congdon 2019 Charitable Lead A 3290 Northside parkway 7th fl Atlanta GA 30327 499810 X 2 Kathryn Congdon 2019 Charitable Lea 3290 northside parkway 7th fl Atlanta GA 30327 499810 X BLDG - 401 W ENGLI 1548824 SL 39 39713 39713 39713 BLDG - 410 W MLK J 2021-02-19 17000 SL 39 363 363 0 BLDG IMP - 401 W E 13145 SL 39 337 337 337 BLDG IMP - 410 W M 2021-02-19 210989 SL 39 4508 4508 0 LAND - 121 VIRGINI 2021-03-01 156000 L LAND - 125 VIRGINI 2021-03-01 86000 L LAND - 401 W ENGLI 1201000 L 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 17832 SL 39 42798 BLDG - 400 W ENGLI 5127357 186250 SL 39 131471 0 BLDG - 410 W ENGLI 2018-03-31 3765759 265384 SL 39 96558 0 BLDG IMP - 225 N E 2021-12-31 68410 SL 39 0 BLDG IMP - 400 W E 1269635 SL 39 32555 0 BLDG IMP - 410 W E 2021-02-18 14867969 SL 39 317692 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 OF AVERAGE OF HIGH/LOW ON DATE CONTRIBUTED TO FOUNDATION TOTAL FAIR MARKET VALUE OF PROPERTY: $2,979,193 TOTAL BOOK VALUE OF PROPERTY: $886,716 TOTAL AMOUNT OF GRANTS: $2,979,193 FORM 990-PF, PART III, LINE 3 - OTHER INCREASES/DECREASES: $2,092,477 DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: OLD DOMINION FREIGHT LINE UNITS: 2945 DATE OF DISTRIBUTION: 2/9/2021 GRANT RECIPIENT: WESTCHESTER COUNTRY DAY SCHOOL INC FMV OF PROPERTY: $630,201 BOOK VALUE OF PROPERTY: $232,596 TOTAL AMOUNT OF GRANT: $630,201 DESCRIPTION OF PROPERTY: OLD DOMINION FREIGHT LINE UNITS: 1030 DATE OF DISTRIBUTION: 5/13/2021 GRANT RECIPIENT: HELPING HANDS HIGH POINT FMV OF PROPERTY: $268,315 BOOK VALUE OF PROPERTY: $81,349 TOTAL AMOUNT OF GRANT: $268,315 DESCRIPTION OF PROPERTY: OLD DOMINION FREIGHT LINE UNITS: 385 DATE OF DISTRIBUTION: 5/13/2021 GRANT RECIPIENT: OPEN DOOR MINISTRIES OF HIGH POINT FOUNDATION INC FMV OF PROPERTY: $100,293 BOOK VALUE OF PROPERTY: $30,407 TOTAL AMOUNT OF GRANT: $100,293 DESCRIPTION OF PROPERTY: OLD DOMINION FREIGHT LINE UNITS: 1540 DATE OF DISTRIBUTION: 5/13/2021 GRANT RECIPIENT: YMCA OF GREATER HIGH POINT FOUNDATION INC FMV OF PROPERTY: $401,170 BOOK VALUE OF PROPERTY: $121,629 TOTAL AMOUNT OF GRANT: $401,170 DESCRIPTION OF PROPERTY: OLD DOMINION FREIGHT LINE UNITS: 485 DATE OF DISTRIBUTION: 5/13/2021 GRANT RECIPIENT: UDT-SEAL MUSEUM ASSOCIATION INC FMV OF PROPERTY: $126,343 BOOK VALUE OF PROPERTY: $38,305 TOTAL AMOUNT OF GRANT: $126,343 DESCRIPTION OF PROPERTY: OLD DOMINION FREIGHT LINE UNITS: 3985 DATE OF DISTRIBUTION: 12/7/2021 GRANT RECIPIENT: MARYFIELD INC FMV OF PROPERTY: $1,452,871 BOOK VALUE OF PROPERTY: $382,430 TOTAL AMOUNT OF GRANT: $1,452,871 BOOK VALUE OF PROPERTY: $382,430 TOTAL AMOUNT OF GRANT: $1,452,871 AT INCOME OPPORTUNITIES FUND I 908773 1237675 ATLANTIC TRUST DISC EQTY 562659 815044 CIBC ATLAS ALL CAP GROWTH FUND 687790 872258 CIBC ATLAS INTERNATIONAL GROWT 511690 716530 COHEN & STEERS PREFRRD SECS & 503422 539946 EDGEWOOD GROWTH FUND INSTI 597138 967442 HARDING LOEVNER INSTITUTIONAL 254879 312050 OLD DOMINION FREIGHT LINE 21457010 55810517 VANGUARD SHORT-TERM CORPORATE 620813 622102 VERSUS CAPITAL MULTI MNGR REAL 308046 338092 VERSUS CAPITAL REAL ASSETS FUN 300000 321826 BLDG - 401 W ENGLI 1548824 39713 1509111 1548824 BLDG - 410 W MLK J 17000 363 16637 16637 BLDG IMP - 401 W E 13145 337 12808 13145 BLDG IMP - 410 W M 210989 4508 206481 206481 LAND - 121 VIRGINI 156000 156000 126000 LAND - 125 VIRGINI 86000 86000 69800 LAND - 401 W ENGLI 1201000 1201000 1201000 LAND - 402 W BROAD 207000 207000 207000 LAND - 410 W MLK J 333000 333000 333000 BLDG - 225 N ELM S 1669117 60630 1608487 1555690 BLDG - 400 W ENGLI 5127357 317721 4809636 4941107 BLDG - 410 W ENGLI 3765759 361942 3403817 3403817 BLDG IMP - 225 N E 68410 68410 68410 BLDG IMP - 400 W E 1269635 32555 1237080 1269635 BLDG IMP - 410 W E 14867969 317692 14550277 14486739 LAND - 225 N ELM S 2189403 2189403 2189403 LAND - 400 W ENGLI 2483000 2483000 2483000 LAND - 410 W ENGLI 746867 746867 746867 General Consultations 39073 20532 18541 PRI - HP CHAMBER - 0% - 07/01/ 3500000 3500000 Administrative Fees 116295 116295 Bank Charges 32 32 Computers/Electronic Devices 295 295 Foundation Dues & Memberships 250 250 UTILITIES 3850 3850 Office & Supplies 322 322 Payroll Processing Fees 694 694 Postage/Delivery Service 1115 1115 Property insurance 27871 15129 12742 Property Maintenance 2390 120 2270 State or Local Filing Fees 25 25 GRANTS OF PUBLICLY TRADED SECURITIES 2092477 Investment Management Services 17545 17545 Philanthropic Consulting Srvcs 1660 1660 REAL ESTATE SERVICES 36884 15939 20945 990-PF Estimated Tax for 2021 63400 Property Taxes 132369 11229 121140