EARL AND KATHRYN CONGDON FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- EARL AND KATHRYN CONGDON FAMILY FOUNDATION (EIN 47-2962822)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202533219349109268
- 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
- Form 990-PF
- Schedule B
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T21:45:03-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472962822 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Earl and Kathryn Congdon Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | EARL | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH BLOSSER | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $95,577,144 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $13,019,377 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $342,998 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $342,998 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $433,928 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $433,928 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,178,881 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $20,849,635 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,135,550 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $20,975,184 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,912,476 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $259,500 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $259,500 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $56,943 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $56,943 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $33,554 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,815 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $31,739 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $212,187 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $47,270 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $164,917 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $59,835 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,323 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $39,612 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $982,808 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $9,928 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $19,613 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $19,613 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $11,090 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $11,090 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $3,487 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $3,487 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $197,025 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,303 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $187,722 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,836,042 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $80,639 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $774,623 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,996,035 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,996,035 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,832,077 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $80,639 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,770,658 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $13,143,107 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,831,837 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,312,052 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,715,143 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,715,143 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $6,044,367 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $6,044,367 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $6,044,367 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $973,433 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $21,000,582 | CorporateStockBOYAmt |
| Corporate Stock EOY | $29,217,167 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $39,317,304 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,585,561 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $19,856 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $1,575,633 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $1,565,705 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,227,442 | LandBldgInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $43,361,556 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,501,918 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $40,717,132 | LandBOYAmt |
| Land EOY | $39,859,638 | LandEOYAmt |
| Land EOYFMV | $36,772,888 | LandEOYFMVAmt |
| Other Assets BOY | $3,500,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,500,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,500,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $75,078,832 | TotalAssetsBOYAmt |
| Total Assets EOY | $88,902,020 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $95,577,144 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $75,078,832 | RetainedEarningBOYAmt |
| Retained Earning EOY | $88,902,020 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $75,078,832 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $88,902,020 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $75,078,832 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $88,902,020 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $75,078,832 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $13,143,107 | ExcessRevenueOverExpensesAmt |
| Other Increases | $680,081 | OtherIncreasesAmt |
| Subtotal | $88,902,020 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $88,902,020 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $20,849,635 | GrossSalesPriceAmt |
| Cost Or Other Basis | $9,714,085 | CostOrOtherBasisAmt |
| Gain Or Loss | $11,135,550 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $11,135,550 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,135,550 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $164,463 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $164,463 | SubtotalAmt |
| Tax Based On Investment Income | $164,463 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,900 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $158,300 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $168,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $6,281 | EsPenaltyAmt |
| Tax Due | $2,544 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | Yes (true) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | Yes (true) | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| 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 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| Joe Blosser | |||||||
| 501 SILVERSIDE RD SUITE 302 | WILMINGTON | DE | 198091377 | Chief Impact Officer | 40.0 | $187,000 | $8,480 |
| MEGAN YOWELL OGLESBY | |||||||
| 501 SILVERSIDE RD SUITE 302 | WILMINGTON | DE | 198091377 | EXECUTIVE DIRECTOR | 25.0 | $72,500 | $29,200 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Louis Cherry Architecture PLLC | |||||
| 222 N Bloodworth St | Raleigh | NC | 27604 | construction | $100,188 |
| MBH Enterprises Inc | |||||
| 9005 Stamford Club Ct | Rural Hall | NC | 27045 | CONSTRUCTION | $95,409 |
| Foundation Source | |||||
| 55 WALLS DRIVE | FAIRFIELD | CT | 06824 | ADMINISTRATIVE | $123,422 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | COMMUNITY GOOD PODCAST: HIGHLIGHTING NONPROFIT ORGANIZATIONS IN THE COMMUNITY AND THE GOOD THAT THEY'RE DOING THROUGH A FOUNDATION FUNDED PODCAST AVAILABLE AT NO COST. | Description1Txt |
| Expenses1 | $18,622 | Expenses1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $46,646,546 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,686,276 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,009,300 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $58,342,122 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $58,342,122 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $875,132 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $57,466,990 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,873,350 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,873,350 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $164,463 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $164,463 | TotalTaxAmt |
| Distributable Before Adj | $2,708,887 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $27,500 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,736,387 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,736,387 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,770,658 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $115,387 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $6,886,045 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,736,387 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $9,130,528 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $22,465,374 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,764,366 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $13,877,095 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,064,584 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $56,301,947 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,886,045 | QualifyingDistributionsAmt |
| Applied To Current Year | $2,736,387 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,149,658 | RemainingDistriFromCorpusAmt |
| Total Corpus | $60,451,605 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $9,130,528 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $51,321,077 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $22,465,374 | ExcessFromYear4Amt |
| Excess From Year3 | $3,764,366 | ExcessFromYear3Amt |
| Excess From Year2 | $13,877,095 | ExcessFromYear2Amt |
| Excess From Year1 | $7,064,584 | ExcessFromYear1Amt |
| Excess From Current Year | $4,149,658 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | David S Congdon | ContributingManagerNm |
| Contributing Manager | Earl Congdon | ContributingManagerNm |
| Contributing Manager | Kathryn Congdon | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (244 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A Workman | |||||||
| 10913 MAIN ST | Stoutsville | OH | 43154 | none | I | Scholarship grant | $6,000 |
| A Panvelle | |||||||
| 131 ORANGE GROVE RD | Thibodaux | LA | 70301 | none | I | Scholarship grant | $6,000 |
| A Grimes | |||||||
| 237 19TH ST SW | Altoona | IA | 50009 | none | I | Scholarship grant | $6,000 |
| A Holt | |||||||
| 1600 DOVER RD | Morristown | TN | 37813 | none | I | Scholarship grant | $6,000 |
| A Crowder | |||||||
| 700 BROWNWOOD ESTATES | Fort Smith | AR | 72916 | none | I | Scholarship grant | $6,000 |
| A Vasquez | |||||||
| 9800 BAJADA DR NW | Albuquerque | NM | 87114 | none | I | Scholarship grant | $6,000 |
| A DeHart | |||||||
| 6109 SE 3RD ST | Midwest City | OK | 73110 | none | I | Scholarship grant | $6,000 |
| A Edwards | |||||||
| 1 WINDEMERE DR | Sicklerville | NJ | 080813024 | none | I | Scholarship grant | $6,000 |
| A Sykes | |||||||
| 32 EREM WAY | Fishersville | VA | 22939 | none | I | Scholarship grant | $6,000 |
| A Santiago | |||||||
| 429 WALDEN PARK DR | Fort Mill | SC | 29715 | none | I | Scholarship grant | $6,000 |
| A Marshall | |||||||
| 7540 LADSON TERR | Lake Worth | FL | 33467 | none | I | Scholarship grant | $6,000 |
| A Gettle | |||||||
| 65 KNIGHT COURT | Palmyra | PA | 17078 | none | I | Scholarship grant | $6,000 |
| A Hassard | |||||||
| AMANDA HASSARD | Concord | NC | 28027 | none | I | Scholarship grant | $6,000 |
| A Cuello | |||||||
| 6739 HAZELHATCH DR | Indianapolis | IN | 46268 | none | I | Scholarship grant | $6,000 |
| A Duran | |||||||
| 26698 GREEN MOUNTAIN DR | Moreno Valley | CA | 92555 | none | I | Scholarship grant | $6,000 |
| A White | |||||||
| 2221 RAY THORINGTON RD | Pike Road | AL | 36064 | none | I | Scholarship grant | $6,000 |
| A Brantley | |||||||
| 3251 COPPEDGE RD | Rocky Mount | NC | 27804 | none | I | Scholarship grant | $6,000 |
| A Whitten | |||||||
| 7110 ASHLAWN DR | Brecksville | OH | 44141 | none | I | Scholarship grant | $6,000 |
| A White | |||||||
| 2221 RAY THORINGTON RD | Pike Road | AL | 36064 | none | I | Scholarship grant | $6,000 |
| A Kelly | |||||||
| 110 VALLEY RD | Lincoln Park | NJ | 07035 | none | I | Scholarship grant | $6,000 |
| A Scroggs | |||||||
| 3916 PRINCETON AVE NW | Massillon | OH | 44646 | none | I | Scholarship grant | $6,000 |
| A Stapf | |||||||
| 345 RIVER COUNTRY RD | Salisbury | NC | 28146 | none | I | Scholarship grant | $6,000 |
| A Edwards | |||||||
| 2715 W KINGSPORT ST | Broken Arrow | OK | 74011 | none | I | Scholarship grant | $6,000 |
| A Johnson | |||||||
| PO BOX 131 | Cape Girardeau | MO | 63702 | none | I | Scholarship grant | $6,000 |
| BARNABAS NETWORK | |||||||
| 838 WINSTON ST | GREENSBORO | NC | 27405 | N/A | PC | Creating a Mission Playbook for the TBFB | $5,000 |
| BARNABAS NETWORK | |||||||
| 838 WINSTON ST | GREENSBORO | NC | 27405 | N/A | PC | General & Unrestricted | $1,000 |
| B Anglin | |||||||
| 18 ARCADIA AVE | Fort Thomas | KY | 41075 | none | I | Scholarship grant | $6,000 |
| BIG BROTHERS BIG SISTERS OF THE CENTRAL PIEDMONT I | |||||||
| PO BOX 627 | HIGH POINT | NC | 27261 | N/A | PC | Downtown Engagement Grant | $3,000 |
| B Bruno | |||||||
| 64 FAIRLAWN AVE | Rittman | OH | 44647 | none | I | Scholarship grant | $6,000 |
| BOYS & GIRLS CLUB OF GREATER HIGH POINT INC | |||||||
| PO BOX 2834 | HIGH POINT | NC | 27261 | N/A | PC | General & Unrestricted (SEE ATTACHED GENERAL EXPLANATION) | $1,023,400 |
| BOYS & GIRLS CLUB OF GREATER HIGH POINT INC | |||||||
| PO BOX 2834 | HIGH POINT | NC | 27261 | N/A | PC | Downtown Engagement Grant | $3,000 |
| B Stephens | |||||||
| 103 TAHOE CIR | West Monroe | LA | 71292 | none | I | Scholarship grant | $6,000 |
| B Snedeker | |||||||
| 1028 22ND ST SW | Massillon | OH | 44647 | none | I | Scholarship grant | $6,000 |
| B Mitchell | |||||||
| 1411 GEORGIA ST | West Memphis | AR | 72301 | none | I | Scholarship grant | $6,000 |
| B Poore | |||||||
| 766 BEGLEY BRANCH RD | Pall Mall | TN | 38577 | none | I | Scholarship grant | $6,000 |
| B Kerley | |||||||
| 2203 FOREST EDGE DR | Greensboro | NC | 27406 | none | I | Scholarship grant | $6,000 |
| B Bobo | |||||||
| 802 WYNDHAM PL | Arlington | TX | 76017 | none | I | Scholarship grant | $6,000 |
| B Vines | |||||||
| 132 COURTS LN | Little Rock | AR | 72223 | none | I | Scholarship grant | $6,000 |
| B DeGroodt | |||||||
| 7 HERITAGE LN | Rock Tavern | NY | 12575 | none | I | Scholarship grant | $6,000 |
| Brooke Freeman | |||||||
| 135 REBELS RD | Newport | TN | 37821 | none | I | Scholarship grant | $6,000 |
| B Farmer | |||||||
| 105 N 46TH ST | Parsons | KS | 67357 | none | I | Scholarship grant | $6,000 |
| B Poe | |||||||
| 5831 US HWY 311 | Sophia | NC | 27350 | none | I | Scholarship grant | $6,000 |
| C Middleton | |||||||
| 15048 S EAGLE CREST DR | Draper | UT | 840205720 | none | I | Scholarship grant | $6,000 |
| C Edwards | |||||||
| 6 PINE MEADOW DR | Brownsburg | IN | 46112 | none | I | Scholarship grant | $6,000 |
| C Griffin-Horst | |||||||
| 3234 MEADOW TRAILS DR | Saint Peters | MO | 63376 | NONE | I | Scholarship GRANT | $6,000 |
| C Vedder | |||||||
| 612 LEXINGTON LN | Moorhead | MN | 56560 | none | I | Scholarship grant | $6,000 |
| C Navarre | |||||||
| 3629 KATELYN CT | Indianpolis | IN | 46228 | none | I | Scholarship grant | $6,000 |
| CHALLENGER LEARNING CENTER OF KENTUCKY INC | |||||||
| 1 COMMUNITY COLLEGE DR | HAZARD | KY | 41701 | N/A | PC | Modernization FUND | $35,000 |
| C Baker | |||||||
| 208 EAST BUFFALO CHURCH RD | Washington | PA | 15301 | none | I | Scholarship grant | $6,000 |
| C Brown | |||||||
| 12913 MAPLE LEAF DR | Garfield Heights | OH | 44125 | none | I | Scholarship grant | $6,000 |
| C Little | |||||||
| 300 TAILFEATHER DR NW | Bondurant | IA | 50035 | none | I | Scholarship grant | $6,000 |
| C Walden | |||||||
| 3735 WILLOW CREEK DR | Dayton | OH | 45415 | none | I | Scholarship grant | $6,000 |
| C Kraftchick | |||||||
| 171 LODGECREST DR | WinstonSalem | NC | 27107 | none | I | Scholarship grant | $6,000 |
| COLLEGE PREPARATORY & LEADERSHIP ACADEMY OF HIGH P | |||||||
| 5700 RIVERDALE DR | JAMESTOWN | NC | 27282 | N/A | PC | Educator Excellence and Equity Fellowship FUND | $30,000 |
| COMMANDER PEACE ACADEMY | |||||||
| PO BOX 2431 | HIGH POINT | NC | 27261 | N/A | PC | General & Unrestricted | $1,750 |
| COMMANDER PEACE ACADEMY | |||||||
| PO BOX 2431 | HIGH POINT | NC | 27261 | N/A | PC | High Point Community Men's Huddle | $30,000 |
| COMMUNITIES IN SCHOOLS OF HIGH POINT INC | |||||||
| PO BOX 6735 | HIGH POINT | NC | 27262 | N/A | PC | Development and Communications Specialist FUND | $30,000 |
| COMMUNITY COLLABORATION FOR CHILDREN INC | |||||||
| 2390 AMBASSADOR COURT | HIGH POINT | NC | 27265 | N/A | PC | General Operating Support | $100,000 |
| COMMUNITY FOUNDATION OF GREATER GREENSBORO INC | |||||||
| 301 N ELM ST STE 100 | GREENSBORO | NC | 27401 | N/A | PC | To support the Guilford Nonprofit Consortium Program | $30,000 |
| C Frey | |||||||
| 4020 RUBY LN | Wadesville | IN | 47638 | none | I | Scholarship grant | $6,000 |
| C Faison | |||||||
| 102 MYRTLE ST | Headland | AL | 36345 | none | I | Scholarship grant | $6,000 |
| C McKenna | |||||||
| 129 KANAH DR | Winston Salem | NC | 27107 | none | I | Scholarship grant | $6,000 |
| C Montalvo | |||||||
| 2264 JERICHO RD | Montgomery | IL | 60538 | none | I | Scholarship grant | $6,000 |
| D-UP INC | |||||||
| 613 E WASHINGTON ST | HIGH POINT | NC | 27260 | N/A | PC | Downtown Engagement Grant | $3,000 |
| D-UP INC | |||||||
| 613 E WASHINGTON ST | HIGH POINT | NC | 27260 | N/A | PC | Sustainable Transportation and Prek4 Directors | $30,000 |
| D Tuckett | |||||||
| 1138 KINNETON | Columbus | OH | 43228 | none | I | Scholarship grant | $6,000 |
| D Mann | |||||||
| 8001 TRIPLE CREEK CIR | Morris | AL | 35116 | none | I | Scholarship grant | $6,000 |
| D Sturm | |||||||
| 311 W GETTINGS ST | Walnut | KS | 66780 | none | I | Scholarship grant | $6,000 |
| D Maynez | |||||||
| 8116 BURNHAM RD | El Paso | TX | 799071411 | none | I | Scholarship grant | $6,000 |
| D Northen | |||||||
| 1722 BROOKFORD RD | Kernersville | NC | 27284 | none | I | Scholarship grant | $6,000 |
| D Dhillon | |||||||
| 3609 CARNEROS CREEK WAY | Sacramento | CA | 95834 | none | I | Scholarship grant | $6,000 |
| DOTTIE ROSE FOUNDATION | |||||||
| 5220 BUCKINGHAM DR | CHARLOTTE | NC | 28209 | N/A | PC | High Point Capacity Building FUND | $30,000 |
| E Kittell | |||||||
| 200 W 3RD ST | Waunakee | WI | 53597 | none | I | Scholarship grant | $6,000 |
| E Slothower | |||||||
| 3407 GLEN HOLLOW DR | Dover | PA | 17315 | none | I | Scholarship grant | $6,000 |
| E Perry | |||||||
| 20415 91ST AVE E | Graham | WA | 98338 | none | I | Scholarship grant | $6,000 |
| E Hall | |||||||
| 534 KEENE CIR | DANDRIDGE | TN | 37725 | none | I | Scholarship grant | $6,000 |
| E Blum | |||||||
| 7169 N 164TH AVE CIR | Bennington | NE | 68007 | none | I | Scholarship grant | $6,000 |
| E Stutzman | |||||||
| 5726 BROADWAY ST | Lancaster | NY | 14086 | none | I | Scholarship grant | $6,000 |
| E Brendle | |||||||
| 145 LAUREL CREEK DR | Mount Airy | NC | 27030 | none | I | Scholarship grant | $6,000 |
| E Blackburn | |||||||
| 3215 BROOKLAWN DR | Norton | OH | 44203 | none | I | Scholarship grant | $6,000 |
| E Kathrein | |||||||
| 805 A ST | Delta | CO | 81416 | none | I | Scholarship grant | $6,000 |
| Ferndale Middle | |||||||
| 701 FERNDALE BLVD | High Point | NC | 27262 | N/A | GOV | Ferndale First Student Incentives FUND | $1,000 |
| F Christensen Kraft | |||||||
| 27 REDFIELD CIR | Derry | NH | 03038 | none | I | Scholarship grant | $6,000 |
| G Lopez | |||||||
| 4841 KIKO A FIERRO | El Paso | TX | 79938 | none | I | Scholarship grant | $6,000 |
| G Matthews | |||||||
| 1108 67TH ST | Windsor Heights | IA | 50324 | none | I | Scholarship grant | $6,000 |
| GO FAR | |||||||
| PO BOX 6041 | HIGH POINT | NC | 27262 | N/A | PC | General & Unrestricted | $1,750 |
| GREATER HIGH POINT FOOD ALLIANCE | |||||||
| 815 PHILLIPS AVE | HIGH POINT | NC | 27262 | N/A | PC | Food Security Fund | $28,250 |
| GREENSBORO CEREBRAL PALSY ASSOCIATION INC | |||||||
| 3205 E WENDOVER AVE | GREENSBORO | NC | 27405 | N/A | PC | Development for Childcare Center Director & Specialty Therapist Position to benefit High Point students and families | $30,000 |
| GROWING HIGH POINT | |||||||
| 710 WASHINGTON ST | HIGH POINT | NC | 27260 | N/A | PC | Employee benefits FUND | $33,176 |
| GUILFORD EDUCATION ALLIANCE INC | |||||||
| 311 POMONA DR STE E | GREENSBORO | NC | 27407 | N/A | PC | High Point Schools Partnership -- Downtown Engagement FUND | $3,000 |
| GUILFORD EDUCATION ALLIANCE INC | |||||||
| 311 POMONA DR STE E | GREENSBORO | NC | 27407 | N/A | PC | High Point Schools Partnership staff and program costs | $50,000 |
| GUILFORD EDUCATION ALLIANCE INC | |||||||
| 311 POMONA DR STE E | GREENSBORO | NC | 27407 | N/A | PC | HPSP Brushes for Brilliance Project | $1,000 |
| GUILFORD EDUCATION ALLIANCE INC | |||||||
| 311 POMONA DR STE E | GREENSBORO | NC | 27407 | N/A | PC | General & Unrestricted | $1,750 |
| H Bain | |||||||
| 1910 GALLAHER AVE | Saint Charles | MO | 63301 | none | I | Scholarship grant | $6,000 |
| H Macha | |||||||
| 3508 CRIMSON WOOD DR | Greensboro | NC | 27410 | none | I | Scholarship grant | $6,000 |
| H Byrne | |||||||
| 6673 E 129TH ST S | Bixby | OK | 740082503 | none | I | Scholarship grant | $6,000 |
| H Jolly | |||||||
| 527 CONCRETE WORKS RD | Winston Salem | NC | 27107 | none | I | Scholarship grant | $6,000 |
| H Moore | |||||||
| 404 REBECCA DR | St Charles | MO | 63301 | none | I | Scholarship grant | $6,000 |
| HEROES CENTER INC | |||||||
| 1500 BRIDGES DR | HIGH POINT | NC | 27262 | N/A | PC | General & Unrestricted | $5,000 |
| HIGH POINT CHAMBER FOUNDATION INC | |||||||
| PO BOX 5025 | HIGH POINT | NC | 27262 | N/A | PC | To support the Nonprofit Learning Lab Program | $35,000 |
| HIGH POINT CHAMBER FOUNDATION INC | |||||||
| PO BOX 5025 | HIGH POINT | NC | 27262 | N/A | PC | General Operating Support for HP Vets Initiative | $100,000 |
| HIGH POINT CITIZENS POLICE ACADEMY ALUMNI ASSOCIAT | |||||||
| 1730 WESTCHESTER DR | HIGH POINT | NC | 27262 | N/A | PC | Centennial Scholars Program at Andrews High School | $5,000 |
| HIGH POINT CITIZENS POLICE ACADEMY ALUMNI ASSOCIAT | |||||||
| 1730 WESTCHESTER DR | HIGH POINT | NC | 27262 | N/A | PC | Support the Youth Leadership Academy | $10,000 |
| HIGH POINT COMMUNITY FOUNDATION | |||||||
| PO BOX 5166 | HIGH POINT | NC | 27262 | N/A | PC | HPCF Literacy Project | $100,000 |
| HIGH POINT COMMUNITY FOUNDATION | |||||||
| PO BOX 5166 | HIGH POINT | NC | 27262 | N/A | PC | Mariana and Nido Qubein Children's Museum to provide scholarships FUNDS and financial assistances for visitors | $200,000 |
| HIGH POINT COMMUNITY FOUNDATION | |||||||
| PO BOX 5166 | HIGH POINT | NC | 27262 | N/A | PC | Nido and Mariana Qubein Children's Museum operations | $300,000 |
| HIGH POINT DISCOVERED INC | |||||||
| 400 W ENGLISH ROAD STE 241 | HIGH POINT | NC | 27262 | N/A | PC | General & Unrestricted | $51,000 |
| HIGH POINT DISCOVERED INC | |||||||
| 400 W ENGLISH ROAD STE 241 | HIGH POINT | NC | 27262 | N/A | PC | Podcast Equipment | $2,700 |
| HIGH POINT FRIENDS SCHOOL INC | |||||||
| 800A QUAKER LN | HIGH POINT | NC | 27262 | N/A | PC | Scholarship FUNDS and teacher support | $50,000 |
| HIGH POINT PEACEMAKERS INC | |||||||
| 1300 FURLOUGH AVE | HIGH POINT | NC | 27260 | N/A | PC | Hear Our Youth Project | $4,000 |
| HIGH POINT POLICE FOUNDATION | |||||||
| 1730 WESTCHESTER DR | HIGH POINT | NC | 27262 | N/A | PC | General & Unrestricted | $500,000 |
| HIGH POINT REGIONAL HEALTH FOUNDATION | |||||||
| 601 N ELM ST | HIGH POINT | NC | 27262 | N/A | SO I | Bundle of Joy | $25,000 |
| HOSPICE OF THE PIEDMONT INC | |||||||
| 1801 WESTCHESTER DR | HIGH POINT | NC | 27262 | N/A | PC | Support web application development for caregivers | $25,000 |
| I Barry | |||||||
| 8814 KNOTTY PINE CT | Indianapolis | IN | 46227 | none | I | Scholarship grant | $6,000 |
| I Hickman | |||||||
| 5518 SONATA LN | Dallas | TX | 75241 | none | I | Scholarship grant | $6,000 |
| INTERNATIONAL SOCIETY OF FURNITURE DESIGNERS FOUND | |||||||
| PO BOX 5445 | HIGH POINT | NC | 27262 | N/A | PC | Innovation + Design Program 2022, 2023, & 2024 | $25,000 |
| I Tavarez | |||||||
| 10601 WHITEHAVEN RD | Oklahoma City | OK | 73120 | none | I | Scholarship grant | $6,000 |
| I Mendez | |||||||
| 3900 UNIVERSITY BLVD | Tyler | TX | 75799 | none | I | Scholarship grant | $6,000 |
| J LaValley | |||||||
| 3073 CRYSTAL MOUNTAIN AVE | Medford | OR | 97504 | none | I | Scholarship grant | $6,000 |
| J Gates | |||||||
| 4128 OLD GLENOLA RD | Trinity | NC | 27370 | none | I | Scholarship grant | $6,000 |
| J Villanueva | |||||||
| 3430 CYPRESSWOOD DR | Spring | TX | 77388 | none | I | Scholarship grant | $6,000 |
| J Bishop | |||||||
| 2973 WOODLOOP LN | Columbus | OH | 43204 | none | I | Scholarship grant | $6,000 |
| J Anderson | |||||||
| 6231 AMBASSADOR BLVD NW | Saint Francis | MN | 55070 | none | I | Scholarship grant | $6,000 |
| J Moody | |||||||
| 1862 PATTERSON RUN RD | McConnellsburg | PA | 172338566 | none | I | Scholarship grant | $6,000 |
| J Terry | |||||||
| 4579 EDGEMONT AVE | Memphis | TN | 38128 | none | I | Scholarship grant | $6,000 |
| J Kasitz | |||||||
| 84955 SPENCER HOLLOW RD | Eugene | OR | 974058566 | none | I | Scholarship grant | $6,000 |
| J Nathan | |||||||
| 5660 SHINFIELD DR | Virginia Beach | VA | 23464 | NONE | I | Scholarship grant | $6,000 |
| J Thomas | |||||||
| 18214 ARCH ST | Little Rock | AR | 72206 | none | I | Scholarship grant | $6,000 |
| J Cervantes | |||||||
| 16329 ROSA LINDA LN | Fontana | CA | 92336 | none | I | Scholarship grant | $6,000 |
| J Chairs | |||||||
| 237 COTTON BAYOU LN | Kenner | LA | 70065 | none | I | Scholarship grant | $6,000 |
| J Matthewson | |||||||
| 8608 WOLF RUN LN | Morrow | OH | 45152 | none | I | Scholarship grant | $6,000 |
| K Foster | |||||||
| 6967 CHAPEL LN | Harrison | OH | 45030 | none | I | Scholarship grant | $6,000 |
| K Bobo | |||||||
| 802 WYNDHAM PL | Arlington | TX | 76017 | none | I | Scholarship grant | $6,000 |
| K Keathley | |||||||
| 625 S 35TH ST | Parsons | KS | 67357 | none | I | Scholarship grant | $6,000 |
| K LeFor | |||||||
| 3129 RED LION DR | Valrico | FL | 33596 | none | I | Scholarship grant | $6,000 |
| K Mullins | |||||||
| 8465 70TH RD | Galesburg | KS | 66740 | none | I | Scholarship grant | $6,000 |
| K Schultz | |||||||
| 119 24TH AVE | Altoona | PA | 16601 | none | I | Scholarship grant | $6,000 |
| K Campbell | |||||||
| 1102 OLD BOONES CREEK RD | Jonesborough | TN | 37659 | NONE | I | Scholarship GRANT | $6,000 |
| K Greenwood | |||||||
| 4138 RIMER RD | Concord | NC | 28025 | none | I | Scholarship grant | $6,000 |
| K Nowack | |||||||
| 12709 E 89TH ST N | Owasso | OK | 74055 | none | I | Scholarship grant | $6,000 |
| K Erby | |||||||
| 302 FOX ST | Harrisburg | PA | 17109 | NONE | I | Scholarship GRANT | $6,000 |
| K Hutzenbiler | |||||||
| 34193 HWY 200 | Sidney | MT | 59270 | NONE | I | Scholarship GRANT | $6,000 |
| K Frey | |||||||
| 4020 RUBY LN | Wadesville | IN | 476389658 | NONE | I | Scholarship GRANT | $6,000 |
| K Galey | |||||||
| 2604 SKYLINE DR | High Ridge | MO | 63049 | NONE | I | Scholarship GRANT | $6,000 |
| L Kirkle | |||||||
| 1431 18TH CT SE | Altoona | IA | 50009 | NONE | I | Scholarship GRANT | $6,000 |
| L Kirkle | |||||||
| 1431 18TH CT SE | Altoona | IA | 50009 | NONE | I | Scholarship GRANT | $6,000 |
| L Benavides | |||||||
| 5921 WEDGWOOD DR | Fort Worth | TX | 76133 | NONE | I | Scholarship GRANT | $6,000 |
| L Rivera | |||||||
| 3629 SANGUINETTI LN | Stockton | CA | 95205 | NONE | I | Scholarship GRANT | $6,000 |
| L Gilson | |||||||
| 7378 E 111TH PL S | Bixby | OK | 74008 | NONE | I | Scholarship GRANT | $6,000 |
| L Newcomer | |||||||
| 199 DALE RD | Biglerville | PA | 17307 | NONE | I | Scholarship GRANT | $6,000 |
| L Glendenning | |||||||
| 2226 COUNTY RD D EAST | Maplewood | MN | 55109 | NONE | I | Scholarship GRANT | $6,000 |
| L Sullivan | |||||||
| 15011 E CROWN AVE | Spokane Valley | WA | 99216 | NONE | I | Scholarship GRANT | $6,000 |
| L DeLoach | |||||||
| 603 OLD STAGE RD | Johnson City | TN | 37615 | NONE | I | Scholarship GRANT | $6,000 |
| M Lane | |||||||
| 2 CASTLEWOOD DR | Thomasville | NC | 27360 | NONE | I | Scholarship GRANT | $6,000 |
| M Reese | |||||||
| 5701 WESTCHASE LOOP | Lumberton | TX | 77657 | NONE | I | Scholarship GRANT | $6,000 |
| M Brannin | |||||||
| 1042 13000 RD | Mound Valley | KS | 67354 | NONE | I | Scholarship GRANT | $6,000 |
| M Hartsell | |||||||
| 200 CRESCENT DR | Lexington | NC | 27292 | NONE | I | Scholarship GRANT | $6,000 |
| M Ward | |||||||
| PO BOX 935 | Fries | VA | 24330 | NONE | I | Scholarship GRANT | $6,000 |
| M Dye | |||||||
| 187 N STINE RD | Charlotte | MI | 488138857 | NONE | I | Scholarship GRANT | $6,000 |
| M Maile | |||||||
| N7388 NINE INDIAN TRAIL | Elkhorn | WI | 53121 | NONE | I | Scholarship GRANT | $6,000 |
| M Mann | |||||||
| 2723 MAPLE HILLS DR | Green Bay | WI | 54313 | NONE | I | Scholarship GRANT | $6,000 |
| M McDowell | |||||||
| 40 EREM WAY | Fishersville | VA | 22939 | NONE | I | Scholarship GRANT | $6,000 |
| M Medlock | |||||||
| 20774 ASH DR | Spiro | OK | 74959 | NONE | I | Scholarship GRANT | $6,000 |
| M Emberton | |||||||
| 1741 OKALONA RD | Rickman | TN | 38580 | NONE | I | Scholarship GRANT | $6,000 |
| M Coker | |||||||
| 621 DANVER LN | Beech Grove | IN | 46107 | NONE | I | Scholarship GRANT | $6,000 |
| M Lewis | |||||||
| 3833 PINE NEEDLES RD | Florence | SC | 29501 | NONE | I | Scholarship GRANT | $6,000 |
| M Haluska | |||||||
| 3230 PIKES PEAK DR | Gastonia | NC | 28052 | NONE | I | Scholarship GRANT | $6,000 |
| M Robert | |||||||
| 36517 SHORT LEAF AVE | Hillard | FL | 32046 | NONE | I | Scholarship GRANT | $6,000 |
| MENTAL HEALTH ASSOCIATES OF THE TRIAD | |||||||
| 910 MILL AVE | HIGH POINT | NC | 27260 | N/A | PC | Intensive In-Home Youth Services | $150,000 |
| MENTAL HEALTH ASSOCIATES OF THE TRIAD | |||||||
| 910 MILL AVE | HIGH POINT | NC | 27260 | N/A | PC | Support a Chief Revenue Officer | $115,000 |
| MENTAL HEALTH ASSOCIATES OF THE TRIAD | |||||||
| 910 MILL AVE | HIGH POINT | NC | 27260 | N/A | PC | Downtown Engagement Grant | $6,000 |
| M Miller | |||||||
| 8866 W 122ND ST N | Mingo | IA | 50168 | NONE | I | Scholarship GRANT | $6,000 |
| M Ervin | |||||||
| 6724 RIVER HILLS DR | Greensboro | NC | 27410 | NONE | I | Scholarship GRANT | $6,000 |
| M Clark | |||||||
| 36 TONER RD | Boonton | NJ | 07005 | NONE | I | Scholarship GRANT | $6,000 |
| M Dzieciol | |||||||
| 1903 CASTLE RIDGE DR | Plainfield | IL | 60586 | NONE | I | Scholarship GRANT | $6,000 |
| N Thompson | |||||||
| 541 WELLINGTON DR | Byram | MS | 39272 | NONE | I | Scholarship GRANT | $6,000 |
| N McReynolds | |||||||
| 201 RICE DR | Bean Station | TN | 37708 | NONE | I | Scholarship GRANT | $6,000 |
| N Cox | |||||||
| 3214 GLASGOW CIR | Birmingham | AL | 35242 | NONE | I | Scholarship GRANT | $6,000 |
| NC TRIAD FUSION INC | |||||||
| 428 TWINS WAY | ADVANCE | NC | 27006 | N/A | PC | Beyond Sports - General Operating in High Point | $110,000 |
| NC TRIAD FUSION INC | |||||||
| 428 TWINS WAY | ADVANCE | NC | 27006 | N/A | PC | Beyond Sports Downtown Development Grant | $3,000 |
| NEHEMIAH COMMUNITY EMPOWERMENT CENTER INC | |||||||
| 311 CREEK RIDGE RD | GREENSBORO | NC | 27406 | N/A | PC | Support Program at Greater New Hope Baptist in High Point, NC | $4,000 |
| N Fears | |||||||
| 3137 ASHLEY CT | Yadkinville | NC | 27055 | NONE | I | Scholarship GRANT | $6,000 |
| N McCrea | |||||||
| 1927 WEATHERSTAFF LN | Mcdonough | GA | 30253 | NONE | I | Scholarship GRANT | $6,000 |
| N Crawford | |||||||
| 7902 LAYNE COURT | Roanoke | VA | 24019 | NONE | I | Scholarship GRANT | $6,000 |
| N Dye | |||||||
| 2225 WHITEHILL DR | Delaware | OH | 43015 | NONE | I | Scholarship GRANT | $6,000 |
| N Ross | |||||||
| 55 W HILL RD | Staunton | VA | 24401 | NONE | I | Scholarship GRANT | $6,000 |
| NORTH CAROLINA TEXTILE FOUNDATION INC | |||||||
| CAMPUS BOX 8301 | RALEIGH | NC | 27695 | N/A | PC | Flex Factory Capital Support | $250,000 |
| NOTES FOR NOTES INCORPORATED | |||||||
| PO BOX 90632 | SANTA BARBARA | CA | 93190 | N/A | PC | N4N Studio at Penn-Griffin School of the Arts | $30,000 |
| N Dack | |||||||
| 302 JAMESTOWN OAKS DR | Jamestown | NC | 27282 | NONE | I | Scholarship GRANT | $6,000 |
| O Ingamells | |||||||
| 712 BIRDSONG LN | Marshfield | MO | 95706 | NONE | I | Scholarship GRANT | $6,000 |
| OPEN DOOR MINISTRIES OF HIGH POINT FOUNDATION INC | |||||||
| 908 FOREST HILL DR | HIGH POINT | NC | 27262 | N/A | SO III FI | General & Unrestricted | $200,000 |
| OPERATION XCEL PROMOTING EXCELLENT COMMUNITIES EDU | |||||||
| PO BOX 412 | STOKESDALE | NC | 27357 | N/A | PC | Strategic Growth Initiative | $30,000 |
| P Reinsch | |||||||
| 895 NE CHERRY PLUM DR | Ankeny | IA | 50021 | NONE | I | Scholarship GRANT | $6,000 |
| PEAK ADVENTURE MINISTRIES INC | |||||||
| 1818 BULL RUN CT | GREENSBORO | NC | 27407 | N/A | PC | Go Long, Go Deep: A Strategy For Youth Success | $30,000 |
| PIEDMONT SCHOOL INC | |||||||
| 815 OLD MILL RD | HIGH POINT | NC | 27265 | N/A | PC | The Piedmont School and The John Yowell Academy Scholarship Fund | $325,000 |
| PIEDMONT TRIAD PARTNERSHIP | |||||||
| 416 GALLIMORE DAIRY ROAD STE | GREENSBORO | NC | 27409 | N/A | PC | 2024 Investment in Talent Attraction | $25,000 |
| Q Frank | |||||||
| 9644 ELMIRA CIR | Sacramento | CA | 95827 | NONE | I | Scholarship GRANT | $6,000 |
| R Jennings | |||||||
| 10610 PALOS W DR | Palos Park | IL | 60464 | NONE | I | Scholarship GRANT | $6,000 |
| READY FOR SCHOOL READY FOR LIFE | |||||||
| PO BOX 13844 | GREENSBORO | NC | 27415 | N/A | PC | General & Unrestricted | $50,000 |
| R Coley | |||||||
| 12965 E MERCER LN | Scottsdale | AZ | 85259 | NONE | I | Scholarship GRANT | $6,000 |
| R English | |||||||
| 276 Shallow Brook Ln | Thomasville | NC | 27360 | NONE | I | Scholarship GRANT | $6,000 |
| R Holaday | |||||||
| 12871 Oak Ridge Dr | Holton | KS | 66436 | NONE | I | Scholarship GRANT | $6,000 |
| R Rollins | |||||||
| 144 UNION BELLE BLVD | Saltillo | MS | 38866 | NONE | I | Scholarship GRANT | $6,000 |
| R White | |||||||
| 3206 45TH ST | Lubbock | TX | 79413 | NONE | I | Scholarship GRANT | $6,000 |
| R Pisano | |||||||
| 504 8TH AVE | East Northport | NY | 11731 | NONE | I | Scholarship GRANT | $6,000 |
| R Pryce | |||||||
| 9051 RAGING BULL LN | Wellington | CO | 80549 | NONE | I | Scholarship GRANT | $6,000 |
| S Thilak | |||||||
| 97 LUZELLE DR | Winston Salem | NC | 27103 | NONE | I | Scholarship GRANT | $6,000 |
| SAINT MARYS EPISCOPAL CHURCH | |||||||
| 108 W FARRISS AVE | HIGH POINT | NC | 27262 | N/A | PC | Community Life Center (CLC) Operating Expenses fund | $90,000 |
| S Arguello | |||||||
| 235 SAGUA LA GRANDE AVE | Brownsville | TX | 78526 | NONE | I | Scholarship GRANT | $6,000 |
| S Mitchell | |||||||
| 9933 N KITCHEN RD | Mooresville | IN | 46158 | NONE | I | Scholarship GRANT | $6,000 |
| S Trujillo | |||||||
| 11218 TIGRINA AVE | Whittier | CA | 90603 | NONE | I | Scholarship GRANT | $6,000 |
| S Love | |||||||
| 1607 FRUSH VALLEY RD | Reading | PA | 19605 | NONE | I | Scholarship GRANT | $6,000 |
| S Brown | |||||||
| 525 PROVIDENCE DR | Jeffereson City | TN | 37760 | NONE | I | Scholarship GRANT | $6,000 |
| S Tally | |||||||
| 4219 LANGDEN DR | Winston Salem | NC | 271077021 | NONE | I | Scholarship GRANT | $6,000 |
| S Powell | |||||||
| 2180 JOHN BYRD RD | Morganton | NC | 28655 | NONE | I | Scholarship GRANT | $6,000 |
| S Meade | |||||||
| 5005 HUNTERS MEADOW PL | Henrico | VA | 23231 | NONE | I | Scholarship GRANT | $6,000 |
| S Stivers | |||||||
| 10014 BRIGHTON SPRINGS COURT | Louisville | KY | 40291 | NONE | I | Scholarship GRANT | $6,000 |
| S Stoodley | |||||||
| 4961 US RTE 5 | Westminster | VT | 05158 | NONE | I | Scholarship GRANT | $6,000 |
| S Lubbers | |||||||
| 5898 REDBUD CV | Horn Lake | MS | 38637 | none | I | Scholarship GRANT | $6,000 |
| S Thilak | |||||||
| 97 LUZELLE DR | Winston Salem | NC | 27103 | NONE | I | Scholarship GRANT | $6,000 |
| S Venkatraman | |||||||
| 253 HILLIARD FOREST DR | Cary | NC | 27519 | NONE | I | Scholarship GRANT | $6,000 |
| T Brown | |||||||
| 5227 SUGAR BUSH DR | Houston | TX | 77048 | NONE | I | Scholarship GRANT | $6,000 |
| T Meloon | |||||||
| 28893 MOORESVILLE RD | Ardmore | AL | 35739 | NONE | I | Scholarship GRANT | $6,000 |
| T Watson | |||||||
| 4250 VICTORIA LAKES DR W | Jacksonville | FL | 32226 | NONE | I | Scholarship GRANT | $6,000 |
| T Spencer | |||||||
| 300 WEST 5TH ST | Mound Valley | KS | 67354 | NONE | I | Scholarship GRANT | $6,000 |
| THE ARC OF HIGH POINT INC | |||||||
| 153 BELLEVUE DR | HIGH POINT | NC | 27265 | N/A | PC | The Arc@Work - Competitive Integrated Employment Opportunities for People with Intellectual and Developmental Disabilities | $30,000 |
| THEBLAKE E ODUM MOTIVATIONAL FOUNDATION | |||||||
| 800 REVOLUTION MILL DR APT 200 | GREENSBORO | NC | 27405 | N/A | PC | Downtown Engagement Grant | $3,000 |
| THEBLAKE E ODUM MOTIVATIONAL FOUNDATION | |||||||
| 800 REVOLUTION MILL DR APT 200 | GREENSBORO | NC | 27405 | N/A | PC | Organizational Capacity Building fund | $125,000 |
| THEATRE ART GALLERIES | |||||||
| 400 W ENGLISH DR STE 151 | HIGH POINT | NC | 27262 | N/A | PC | General & Unrestricted | $113,066 |
| TINY HOUSE COMMUNITY DEVELOPMENT | |||||||
| 360 W GATE CITY BLVD | GREENSBORO | NC | 27406 | N/A | PC | High Point Basic Construction Skills Certification | $5,000 |
| T Weibley | |||||||
| 14 RIVERVIEW CIR | Liverpool | PA | 17045 | NONE | I | Scholarship GRANT | $6,000 |
| T Dunn | |||||||
| 1099 DEER RUN RD | Mountain City | TN | 37683 | NONE | I | Scholarship GRANT | $6,000 |
| T Fernandez | |||||||
| 1219 TAYLOR LN | Forked River | NJ | 08731 | NONE | I | Scholarship GRANT | $6,000 |
| T Haney | |||||||
| 854 S HWY 340 | Parrottsville | TN | 37843 | NONE | I | Scholarship GRANT | $6,000 |
| UNITED WAY OF GREATER HIGH POINT INC | |||||||
| 815 PHILLIPS AVE | HIGH POINT | NC | 27262 | N/A | PC | Women in Motion Kitty Congdon Mentorship Program | $20,000 |
| UNIVERSITY OF KENTUCKY | |||||||
| PO BOX 910628 | LEXINGTON | KY | 40591 | N/A | GOV | Stanley and Karen Pigman Engineering Student Activities Fund | $27,151 |
| UNIVERSITY OF NORTH CAROLINA AT GREENSBORO | |||||||
| PO BOX 26170 | GREENSBORO | NC | 27402 | N/A | GOV | EQuIPD: Promoting Young Children's School Readiness Through Sustaining Teachers in High Point | $30,000 |
| WORLD RELIEF CORP OF NATIONAL ASSOCIATION OF EVANG | |||||||
| 155 NORTHPOINT AVE STE 102 | HIGH POINT | NC | 27262 | N/A | PC | General Operating Support | $50,000 |
| Y Hernandez | |||||||
| 2124 LAWRENCE ROBEY PL | EL PASO | TX | 79938 | NONE | I | Scholarship GRANT | $6,000 |
| YMCA OF GREATER HIGH POINT FOUNDATION INC | |||||||
| PO BOX 6258 | HIGH POINT | NC | 27262 | N/A | SO I | Downtown Engagement Grant | $4,000 |
| YOUNG WOMENS CHRISTIAN ASSOCIATION OF HIGH POINT N | |||||||
| 155 WESTWOOD AVE | HIGH POINT | NC | 27262 | N/A | PC | Downtown Engagement Grant | $3,000 |
| YOUNG WOMENS CHRISTIAN ASSOCIATION OF HIGH POINT N | |||||||
| 155 WESTWOOD AVE | HIGH POINT | NC | 27262 | N/A | PC | Growing the Future Campaign | $100,000 |
| YOUNG WOMENS CHRISTIAN ASSOCIATION OF HIGH POINT N | |||||||
| 155 WESTWOOD AVE | HIGH POINT | NC | 27262 | N/A | PC | General & Unrestricted | $42 |
| YOUNG WOMENS CHRISTIAN ASSOCIATION OF HIGH POINT N | |||||||
| 155 WESTWOOD AVE | HIGH POINT | NC | 27262 | N/A | PC | YWCA Latino Family Center Capacity Building fund | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,996,035 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $342,998 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $433,928 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,178,881 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $7,955,807 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,955,807 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| Congdon David S | |||||||
| 1 | 500 Old Dominion Way | Thomasville | NC | 27360 | $12,019,377 | Yes (X) | |
| Congdon Earl | |||||||
| 2 | 20 Harborage Isle Drive | Ft Lauderdale | FL | 33316 | $1,000,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | OLD DOMINION FREIGHT LINE ODFL, 18125 sh. | $8,003,819 | 2024-02-23 |
| 1 | OLD DOMINION FREIGHT LINE ODFL, 17925 sh. | $4,015,559 | 2024-11-26 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (19 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | Adjusted Net IncomeAdjustedNetIncomeAmt | Prior Year DepreciationPriorYearDepreciationAmt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| 125 VIRGINIA PL (R | 2021-03-01 | $43,000 | L | $0 | ||||
| BLDG - 410 W MLK ( | 2021-02-19 | $13,746 | SL | $0 | $352 | 39 | $352 | $352 |
| BLDG IMP - 410 W M | 2018-03-28 | $202,880 | SL | $0 | $5,202 | 39 | $5,202 | $5,202 |
| BLDG IMP - 410 W M | 2020-12-31 | $170,601 | SL | $0 | $4,374 | 39 | $4,374 | $4,374 |
| LAND - 401 W ENGLI | 2021-03-01 | $866,315 | L | $0 | ||||
| LAND - 410 W MLK ( | 2021-02-19 | $289,019 | L | $0 | ||||
| BLDG - 400 W ENGLI | 2019-07-30 | $5,127,357 | SL | $0 | $449,192 | 39 | $131,471 | |
| BLDG IMP - 225 N E | 2022-12-31 | $16,683 | SL | $0 | $428 | 39 | $428 | |
| BLDG IMP - 400 W E | 2022-12-31 | $8,945,199 | SL | $0 | $229,364 | 39 | $229,364 | |
| LAND - 225 N ELM S | 2020-07-22 | $2,189,403 | L | $0 | ||||
| LAND - 400 W ENGLI | 2018-03-31 | $2,483,000 | L | $0 | ||||
| LAND - 410 W ENGLI | 2018-03-31 | $746,867 | L | $0 | ||||
| BLDG - 410 W ENGLI | 2018-03-31 | $3,765,759 | SL | $555,058 | 39 | $96,558 | ||
| BLDG IMP - 410 W E | 2021-02-18 | $14,867,969 | SL | $1,080,152 | 39 | $381,230 | ||
| BLDG IMP - 400 W E | 2023-12-31 | $2,041,221 | SL | $0 | 39 | $52,339 | ||
| BLDG IMP - 400 W E | 2022-12-31 | $1,269,635 | SL | $65,110 | 39 | $32,555 | ||
| BLDG IMP - 225 N E | 2023-12-31 | $55,550 | SL | $0 | 39 | $1,424 | ||
| BLDG IMP - 225 N E | 2021-12-31 | $183,796 | SL | $3,508 | 39 | $4,713 | ||
| BLDG - 225 N ELM S | 2020-07-22 | $1,669,117 | SL | $146,226 | 39 | $42,798 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | IN-KIND GRANTS | IdentifierTxt |
| Form And Line Reference | IN-KIND GRANTS | FormAndLineReferenceDesc |
| Medium Explanation | 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: $1,023,401 TOTAL BOOK VALUE OF PROPERTY: $370,819 TOTAL CASH PORTION OF GRANTS: $- TOTAL AMOUNT OF GRANTS: $1,023,401 FORM 990-PF, PART III, LINE 3 - OTHER INCREASES/DECREASES: $652,582 DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: OLD DOMINION FREIGHT LINE UNITS: 1260 DATE OF DISTRIBUTION: 01/23/2024 GRANT RECIPIENT: BOYS & GIRLS CLUB OF GREATER HIGH POINT INC FMV OF PROPERTY: $503,068 BOOK VALUE OF PROPERTY: $191,489 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $503,068 DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: OLD DOMINION FREIGHT LINE UNITS: 2360 DATE OF DISTRIBUTION: 04/17/2024 GRANT RECIPIENT: BOYS & GIRLS CLUB OF GREATER HIGH POINT INC FMV OF PROPERTY: $520,333 BOOK VALUE OF PROPERTY: $179,331 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $520,333 | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AT INCOME OPPORTUNITIES FUND I | $22,563 | $22,254 |
| ATLANTIC TRUST DISC EQTY | $326,636 | $438,932 |
| CIBC ATLAS INTERNATIONAL GROWT | $138,372 | $191,250 |
| EATON VANCE GLOBAL MACRO FD CL | $500,000 | $497,630 |
| OLD DOMINION FREIGHT LINE | $27,621,550 | $37,559,969 |
| VERSUS CAPITAL MULTI MNGR REAL | $308,046 | $273,258 |
| VERSUS CAPITAL REAL ASSETS FUN | $300,000 | $334,011 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt | Accumulated DepreciationAccumulatedDepreciationAmt |
|---|---|---|---|---|
| 125 VIRGINIA PL (R | $43,000 | $43,000 | $34,900 | |
| BLDG - 410 W MLK ( | $13,746 | $13,042 | $6,161 | $704 |
| BLDG IMP - 410 W M | $202,880 | $192,476 | $192,476 | $10,404 |
| BLDG IMP - 410 W M | $170,601 | $161,853 | $161,853 | $8,748 |
| LAND - 401 W ENGLI | $866,315 | $866,315 | $697,524 | |
| LAND - 410 W MLK ( | $289,019 | $289,019 | $134,528 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (13 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| BLDG - 400 W ENGLI | $5,127,357 | $580,663 | $4,546,694 | $4,968,765 |
| BLDG IMP - 225 N E | $16,683 | $856 | $15,827 | $15,827 |
| BLDG IMP - 400 W E | $8,945,199 | $458,728 | $8,486,471 | $8,486,471 |
| LAND - 225 N ELM S | $2,189,403 | $2,189,403 | $2,117,000 | |
| LAND - 400 W ENGLI | $2,483,000 | $2,483,000 | $2,397,000 | |
| LAND - 410 W ENGLI | $746,867 | $746,867 | $1 | |
| BLDG - 410 W ENGLI | $3,765,759 | $651,616 | $3,114,143 | $1 |
| BLDG IMP - 410 W E | $14,867,969 | $1,461,382 | $13,406,587 | $13,787,817 |
| BLDG IMP - 400 W E | $2,041,221 | $52,339 | $1,988,882 | $2,041,221 |
| BLDG IMP - 400 W E | $1,269,635 | $97,665 | $1,171,970 | $1,171,970 |
| BLDG IMP - 225 N E | $55,550 | $1,424 | $54,126 | $55,550 |
| BLDG IMP - 225 N E | $183,796 | $8,221 | $175,575 | $175,575 |
| BLDG - 225 N ELM S | $1,669,117 | $189,024 | $1,480,093 | $1,555,690 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Legal Fees | $33,554 | LegalFeesAmt |
| Net Investment Income | $1,815 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $31,739 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRI - HP CHAMBER - 0% - 07/01/ | Desc |
| EOY Book Value | $3,500,000 | EOYBookValueAmt |
| EOYFMV | $3,500,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $123,672 | $123,672 | |
| Bank Charges | $1,098 | $1,098 | |
| Computers/Electronic Devices | $518 | $518 | |
| Equipment/Furniture Purchase | $66 | $66 | |
| Foundation Dues & Memberships | $25,615 | $25,615 | |
| Insurance Premiums | $24,587 | $17,617 | $6,970 |
| DIGITAL SUBSCRIPTIONS | $863 | $863 | |
| Payroll Processing Fees | $764 | $764 | |
| Postage/Delivery Service | $536 | $536 | |
| Property Maintenance | $11,781 | $10,546 | $1,235 |
| State or Local Filing Fees | $25 | $25 | |
| Training & Professional Develo | $7,500 | $7,500 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| RETURNED GRANT | $27,500 |
| GRANTS OF PUBLICLY TRADED SECURITIES | $652,581 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HIGH POINT LODGING | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Loan Original | $6,044,367 | LoanOriginalAmt |
| Balance Due | $6,044,367 | BalanceDueAmt |
| Note | 2023-10 | NoteDt |
| Loan Maturity | 2031-07 | LoanMaturityDt |
| Repayment Terms | INTEREST MONTHLY | RepaymentTermsTxt |
| Interest | 6. | InterestRt |
| Security Provided Borrower | NONE | SecurityProvidedBorrowerTxt |
| Loan Purpose | INVESTMENT | LoanPurposeTxt |
| Lender Consideration | NONE 0 | LenderConsiderationDesc |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $47,270 | $47,270 | |
| Philanthropic Consulting Srvcs | $58,590 | $58,590 | |
| Website Development | $2,745 | $2,745 | |
| CONSTRUCTION SERVICES | $81,650 | $81,650 | |
| PODCAST PRODUCTION FEES | $17,397 | $17,397 | |
| VIDEOGRAPHY SERVICES | $4,535 | $4,535 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 990-PF Estimated Tax for 2024 | $6,900 | ||
| 990-PF Extension for 2023 | $1,000 | ||
| Property Taxes | $51,935 | $12,323 | $39,612 |