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PURPOSE BUILT COMMUNITIES FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
PURPOSE BUILT COMMUNITIES FOUNDATION INC (EIN 45-4056587)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-07-23
IRS object ID
202522049349100717
Schema version
2024v5.2
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)
Return2025-07-23T15:10:14-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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 Begin2024-01-01TaxPeriodBeginDt

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 Line1PO BOX 17678AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30316ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCAROL REDMOND NAUGHTONPersonNm
Person TitlePRESIDENT & CEOPersonTitleTxt
Phone4045911400PhoneNum
Signature2025-06-26SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMEGAN RANDOLPHPreparerPersonNm
PTINP00989558PTIN
Phone2059794100PhoneNum
Preparation2025-06-26PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$31,874,016FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$29,175,359ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$575,448InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$575,448InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$575,448InterestOnSavingsAdjNetIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$0NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss$99,750OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$99,750OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$29,850,557TotalRevAndExpnssAmt
Total Net Invst Incm$575,448TotalNetInvstIncmAmt
Total Adj Net Incm$675,198TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$818,009CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$818,009CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$4,612,058OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$4,612,058OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$847,587PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$847,587PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$91,497LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$91,497LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$27,826AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$27,826AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$3,782,590OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$3,782,590OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$395,525TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$395,525TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$34,483DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$0DeprecAndDpltnAdjNetIncmAmt
Occupancy Rev And Expnss$314,835OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$0OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$314,835OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$1,209,908TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$1,209,908TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$725,347OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$300OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$725,047OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$12,859,665TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$300TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$12,824,882TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,457,755ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,457,755ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$14,317,420TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$300TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$14,282,637TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$15,533,137ExcessRevenueOverExpensesAmt
Net Investment Income$575,148NetInvestmentIncomeAmt
Adjusted Net Income$675,198AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$298,077CashBOYAmt
Cash EOY$1,204,807CashEOYAmt
Cash EOYFMV$1,204,807CashEOYFMVAmt
Sav And Temp Cash Invst BOY$10,123,672SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$9,962,475SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$9,962,475SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl BOY$3,730AcctRcvblBOYAmt
Pledges Rcvbl$20,375,001PledgesRcvblAmt
Pledges Rcvbl BOY$5,679,738PledgesRcvblBOYAmt
Pledges Rcvbl EOY$20,375,001PledgesRcvblEOYAmt
Pledges Rcvbl EOYFMV$20,375,001PledgesRcvblEOYFMVAmt
Prepaid Expenses BOY$102,538PrepaidExpensesBOYAmt
Prepaid Expenses EOY$184,818PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$184,818PrepaidExpensesEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$294,805LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$190,263LandBldgEquipAccumDeprecAmt
Land BOY$92,149LandBOYAmt
Land EOY$104,542LandEOYAmt
Land EOYFMV$104,542LandEOYFMVAmt
Other Assets BOY$45,341OtherAssetsBOYAmt
Other Assets EOY$42,373OtherAssetsEOYAmt
Other Assets EOYFMV$42,373OtherAssetsEOYFMVAmt
Total Assets BOY$16,345,245TotalAssetsBOYAmt
Total Assets EOY$31,874,016TotalAssetsEOYAmt
Total Assets EOYFMV$31,874,016TotalAssetsEOYFMVAmt
Accounts Payable BOY$407,820AccountsPayableBOYAmt
Accounts Payable EOY$601,966AccountsPayableEOYAmt
Deferred Revenue BOY$172,740DeferredRevenueBOYAmt
Other Liabilities BOY$32,491OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$613,051TotalLiabilitiesBOYAmt
Total Liabilities EOY$601,966TotalLiabilitiesEOYAmt
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$15,732,194RetainedEarningBOYAmt
Retained Earning EOY$31,272,050RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$15,732,194TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$31,272,050TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$16,345,245TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$31,874,016TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$15,732,194TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$15,533,137ExcessRevenueOverExpensesAmt
Other Increases$6,719OtherIncreasesAmt
Subtotal$31,272,050SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$31,272,050TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$7,995InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$7,995SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$7,995TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$7,680EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$7,680TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$315TaxDueAmt

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 Line1PO BOX 17678AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30316ZIPCd
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 (15 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CAROL R NAUGHTON
PO BOX 17678ATLANTAGA30316CEO, PRESIDENT40.00$321,511$13,786$0
ELLEN NEWTON
PO BOX 17678ATLANTAGA30316CFO40.00$220,361$9,660$0
MICHELLE MATTHEWS
PO BOX 17678ATLANTAGA30316SECRETARY40.00$276,137$11,334$0
ALEXANDER T ROBERTSON
PO BOX 17678ATLANTAGA30316BOARD MEMBER2.00$0$0$0
DAVID DANIELS
PO BOX 17678ATLANTAGA30316BOARD MEMBER2.00$0$0$0
DOUG JUTTE
PO BOX 17678ATLANTAGA30316BOARD MEMBER2.00$0$0$0
GREG GIORNELLI
PO BOX 17678ATLANTAGA30316BOARD MEMBER2.00$0$0$0
LAURA CLARK
PO BOX 17678ATLANTAGA30316BOARD MEMBER2.00$0$0$0
LYNETTE BELL
PO BOX 17678ATLANTAGA30316BOARD MEMBER2.00$0$0$0
OTHELLO MEADOWS
PO BOX 17678ATLANTAGA30316BOARD MEMBER2.00$0$0$0
PAUL REVILLE
PO BOX 17678ATLANTAGA30316BOARD MEMBER2.00$0$0$0
STEVE MACADAM
PO BOX 17678ATLANTAGA30316BOARD MEMBER2.00$0$0$0
THOMAS G COUSINS
PO BOX 17678ATLANTAGA30316BOARD MEMBER2.00$0$0$0
RUSSELL BOOKER
PO BOX 17678ATLANTAGA30316BOARD MEMBER2.00$0$0$0
MIKE MARINO
PO BOX 17678ATLANTAGA30316BOARD 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
JAMES BROOKS
2380 HOSEA WILLIAMS DRIVE NEATLANTAGA30317VICE PRESIDENT, HOUS40.00$239,362$9,227$0
KATHARINE DELP
2380 HOSEA WILLIAMS DRIVE NEATLANTAGA30317CHIEF NETWORK OFFICE40.00$214,458$9,040$0
ZENITH HOUSTON
2380 HOSEA WILLIAMS DRIVE NEATLANTAGA30317CHIEF STRATEGIC PART40.00$207,960$5,665$0
BENJAMIN LEWIS
2380 HOSEA WILLIAMS DRIVE NEATLANTAGA30317VICE PRESIDENT, LEAR40.00$198,822$8,446$0
MELISSA DEVEREAUX
2380 HOSEA WILLIAMS DRIVE NEATLANTAGA30317VICE PRESIDENT, NETW40.00$191,208$8,696$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k30OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
APCO WORLDWIDE HOLDINGS INC
PO BOX 2553CAROL STREAMIL60132STRATEGIC COMMUNICATIONS CONSULTANT$699,649
CLIFTONLARSONALLEN LLP
PO BOX 740863ATLANTAGA303740863OUTSOURCED ACCOUNTING$244,742
WORK RENEWED LLC
5304 C STREET SOUTHEASTWASHINGTONDC20019CONSULTANT - RECRUITING SERVICES$243,399
EDUCATION FIRST CONSULTING LLC
536 32ND AVENUE SSEATTLEWA98144CONSULTANT$223,384
ATTAIN CONSULTING GROUP LLC
1650 TYSONS BLVDMCLEANVA22102CONSULTANT$219,660
FieldValueIRS element (for citing)
Contractor Paid Over50k15ContractorPaidOver50kCnt

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$14,320,922Expenses1Amt

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$11,980,481AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$668,675AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$12,649,156TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$12,649,156AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$189,737CashDeemedCharitableAmt
Net Vl Noncharitable Assets$12,459,419NetVlNoncharitableAssetsAmt
Minimum Investment Return$622,971MinimumInvestmentReturnAmt

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$14,282,637ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$14,282,637QualifyingDistributionsAmt

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$622,971CurrentYearAmt
Year1$551,169Year1Amt
Year2$79,400Year2Amt
Year3$4,873Year3Amt
Total$1,258,413TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$529,525CurrentYearAmt
Year1$468,494Year1Amt
Year2$67,490Year2Amt
Year3$4,142Year3Amt
Total$1,069,651TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$14,282,637CurrentYearAmt
Year1$10,631,847Year1Amt
Year2$6,557,437Year2Amt
Year3$5,733,239Year3Amt
Total$37,205,160TotalAmt

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$14,282,637CurrentYearAmt
Year1$10,631,847Year1Amt
Year2$6,557,437Year2Amt
Year3$5,733,239Year3Amt
Total$37,205,160TotalAmt

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$415,314CurrentYearAmt
Year1$420,712Year1Amt
Year2$325,744Year2Amt
Year3$205,267Year3Amt
Total$1,367,037TotalAmt

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 (25 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMPLIFY GRAND RAPIDS
1480 KALAMAZOO AVE SEGRAND RAPIDSMI49507N/A501(C)(3)OPERATIONS$5,000
BAYOU DISTRICT FOUNDATION
320 JULIA STREETNEW ORLEANSLA70130N/A501(C)(3)OPERATIONS$1,000
CONNECT COMMUNITY INC
6700B BELLAIRE BLVDHOUSTONTX77074N/A501(C)(3)OPERATIONS$303,333
EAST LAKE FOUNDATION
2606 ALSTON DRIVE SEATLANTAGA30317N/A501(C)(3)OPERATIONS$11,461
FOCUSED COMMUNITY STRATEGIES MINISTRIES
1297 MCDONOUGH BLVD SEATLANTAGA30315N/A501(C)(3)OPERATIONS$35,000
FOREST FORWARD
1918 MARTIN LUTHER KING JR BLVDDALLASTX75215N/A501(C)(3)OPERATIONS$55,000
GROVE PARK FOUNDATION
1566 DONALD LEE HOLLOWELL PKWYATLANTAGA30318N/A501(C)(3)OPERATIONS$385,833
LIFT JAX INC
40 E ADAMS ST 350JACKSONVILLEFL32202N/A501(C)(3)OPERATIONS$30,000
LIFT ORLANDO
710 S TAMPA AVEORLANDOFL32805N/A501(C)(3)OPERATIONS$1,000
NORTHEND RISE
723 39TH STWEST PALM BEACHFL33407N/A501(C)(3)OPERATIONS$25,000
NORTHSIDE DEVELOPMENT CORP
501 HOWARD STREET SUITE ASPARTANBURGSC29303N/A501(C)(3)OPERATIONS$31,000
RENAISSANCE HEIGHTS UNITED
2701 MORESBY STREETFORT WORTHTX76105N/A501(C)(3)OPERATIONS$25,000
SEVENTY FIVE NORTH
2112 N 30TH STOMAHANE68111N/A501(C)(3)OPERATIONS$4,000
THE SOUTH CITY FOUNDATION INC
1126 A LEE AVENUETALLAHASSEEFL32303N/A501(C)(3)OPERATIONS$19,000
WOODLAWN UNITED
5529 1ST AVE SBIRMINGHAMAL35212N/A501(C)(3)OPERATIONS$299,333
BLUEPRINT 15
819 S SALINA STREETSYRACUSENY13202N/A501(C)(3)OPERATIONS$4,000
BRINSHORE DEVELOPMENT LLC
1603 ORRINGTON AVE STE 450EVANSTONIL60201N/ANCOPERATIONS$2,500
EAST SAVANNAH UNITED INC
PO BOX 565SAVANNAHGA31402N/A501(C)(3)OPERATIONS$100,000
THE MILL DISTRICT
PO BOX 2666COLUMBUSGA31902N/A501(C)(3)OPERATIONS$100,000
REACH RIVERSIDE
1121 THATCHER STREETWILMINGTONDE19802N/A501(C)(3)OPERATIONS$12,000
SOUTHEAST RALEIGH PROMISE (SERP)
900 S WILMINGTON STREETRALEIGHNC27601N/A501(C)(3)OPERATIONS$1,000
TEEN WAREHOUSE INC
1121 THATCHER STREETWILMINGTONDE19802N/A501(C)(3)OPERATIONS$1,000
THE COMMUNITY FOUNDATION FOR GREATER ATLANTA INC
191 PEACHTREE STREET NE SUITE 1000ATLANTAGA30303N/A501(C)(3)OPERATIONS$2,000
FAITH CRUSADE MINISTRIES
17 MILDRED STREETMONTGOMERYAL36104N/A501(C)(3)OPERATIONS$2,000
DREW CHARTER SCHOOL INC
301 EVA DAVIS WAY SEATLANTAGA30317N/A501(C)(3)OPERATIONS$2,295
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,457,755TotalGrantOrContriPdDurYrAmt
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$575,448ExclusionAmt

Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$99,750ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$675,198ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$675,198TotalIncomeProducingActyAmt

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 (9 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
CF FOUNDATION
157 EXECUTIVE PARK S 380ATLANTAGA30329$1,000,000Yes (X)
BLUE MERIDIAN PARTNERS
2477 MADISON AVE FLOOR 6NEW YORKNY10022$9,231,000Yes (X)
KPMG
33 CHESTNUT RIDGE RDMONTVALENJ07645$250,000Yes (X)
VERITIV
4214 NORTH TRYON STREETCHARLOTTENC28202$150,000Yes (X)
BLOOMBERG PHILANTHROPIES
525 EAST 78TH STNEW YORKNY10075$1,000,000Yes (X)
LOW INCOME INVESTMENT FUND
649 STEVENSON STREET STE 300SAN FRANCISCOCA94105$800,000Yes (X)
REACH RIVERSIDE DEVELOPMENT CORPORATION
72300 BOWERS SWILMINGTONDE19802$5,000Yes (X)
ROBERT WOOD JOHNSON FOUNDATION
8PO BOX 2316PRINCETONNJ08543$1,604,970Yes (X)
TARGET CORPORATION
91000 NICOLLET MALLMINNEAPOLISMN55403$250,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$27,826Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$27,826DisbursementsCharitablePrpsAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$91,497LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$91,497DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DEPOSITS$14,500$42,373$42,373
RIGHT OF USE ASSETS$30,841$0$0

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MISCELLANEOUS EXPENSES$2,588$0$0$2,588
BANK CHARGES$4,992$300$0$4,692
DUES AND SUBSCRIPTIONS$16,191$0$0$16,191
PROFESSIONAL DEVELOPMENT$44,980$0$0$44,980
OFFICE SUPPLIES$45,872$0$0$45,872
INSURANCE$69,461$0$0$69,461
INFORMATION TECH$126,965$0$0$126,965
MEALS AND ENTERTAINMENT$414,298$0$0$414,298

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescGROSS INCOME FROM SPECIAL FUNDRAISING EVENTSDesc
Revenue And Expenses Per Books$99,750RevenueAndExpensesPerBooksAmt
Adjusted Net Income$99,750AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINS OF INVESTMENTSDesc
Amt$6,719Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescSHORT-TERM RIGHT OF USE LEASE LIABILITYDesc
BOY Book Value$32,491BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryCONSULTANTSCategoryTxt
Amt$3,782,590Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$3,782,590DisbursementsCharitablePrpsAmt

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 (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL TAXES$387,475$0$0$387,475
TAXES & LICENSES$8,050$0$0$8,050