Form 990 for tax year 2022
Filed by CAPTRUST COMMUNITY FOUNDATION INC.
Totals
- Total revenue
- $628,169
- Total expenses
- $1,255,213
- Contributions and grants received
- $648,438
- Grants paid
- $1,236,943
- Program service revenue
- $0
- Investment income
- -$235
- Other revenue
- -$20,034
- Total assets, end of year
- $3,315,934
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $3,315,934
- Program services expenses (Part IX)
- $1,245,671
- Management and general expenses
- $9,542
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $1,245,671
Program services were 99.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$3,000
-
1f · All other contributions, gifts and grants
$645,438
-
3 · Investment income
total $82,015 · excluded $82,015
-
7a · Gross sales of assets other than inventory
securities $2,542,389
-
7b · Less cost or other basis and sales expenses
securities $2,624,639
-
7c · Gain or loss
securities -$82,250
-
7d · Net gain or loss
total -$82,250 · excluded -$82,250
-
8a · Fundraising events: gross income
$51,964
-
8a · Fundraising events: contributions included on line 1c
$3,000
-
8b · Fundraising events: direct expenses
$71,998
-
8c · Net income from fundraising events
total -$20,034 · excluded -$20,034
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $1,236,943 · program services $1,236,943
-
11c · Fees: accounting
total $3,000 · management and general $3,000
-
12 · Advertising and promotion
total $5,457 · program services $2,728 · management and general $2,729
-
13 · Office expenses
total $446 · management and general $446
-
14 · Information technology
total $716 · management and general $716
-
17 · Travel
total $203 · management and general $203
-
20 · Interest
total $23 · management and general $23
-
24a · Other expenses: FINANCIAL LITERACY PROG
total $6,000 · program services $6,000
-
24b · Other expenses: FEES
total $2,425 · management and general $2,425
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $456,857 · end of year $335,371
-
2 · Savings and temporary cash investments
beginning of year $20,780 · end of year $22,098
-
4 · Accounts receivable
beginning of year $5,000
-
12 · Investments: other securities
beginning of year $3,981,527 · end of year $2,958,465
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $4,464,164 · end of year $3,315,934
Mission and programs · 2022
Mission
TO ENRICH THE LIVES OF CHILDREN IN THE COMMUNITIES WE SERVE BY SUPPORTING ORGANIZATIONS THROUGHOUT THE COUNTRY THAT SPECIFICALLY HELP CHILDREN WITH PHYSICAL DISABILITIES, ILLNESSES, ABUSE, POVERTY, ABSENCE OF A PARENT, AND MORE.
Activities or mission (Part I)
TO ENRICH THE LIVES OF CHILDREN IN NEED IN THE COMMUNITIES WE SERVE.
-
OUR GRANT PROGRAM FOCUSES ON LOCAL AND NATIONAL CHARITIES SERVING THE NEEDS OF CHILDREN. EACH YEAR A CHARITY OF CHOICE THAT IS COMMITTED TO ENRICHING THE LIVES OF CHILDREN, IS SELECTED TO RECEIVE A SUBSTANTIAL DONATION. SEVERAL NATIONAL GRANTS ARE ALSO AWARDED EACH YEAR THROUGH THE CCF'S PARTNERSHIP GRANT PROGRAM. OUR CRISIS GRANT PROGRAM IS DESIGNED TO HELP CHARITIES WHO ARE ASSISTING THOSE SEVERELY IMPACTED BY NATURAL DISASTER OR OTHER CRISIS. THROUGH THE EMPLOYEE GRANT PROGRAM, CAPTRUST EMPLOYEES MAY SUBMIT REQUESTS TO PROVIDE SMALL GRANTS TO CHARITIES.
Expenses $1,239,671 · Grants $1,236,943
-
LAUNCHED IN 2021 THE FINANCIAL LITERACY PROGRAM WAS CREATED TO TEACH TEENS THREE KEY AREAS OF FINANCIAL LITERACY AND HELP THEM FIND A PATH TO BECOMING FINANCIALLY RESPONSIBLE. THE THREE AREAS INCLUDE: LICENSE TO DRIVE - DETAILS THE COSTS OF CAR OWNERSHIP, TEENPRENEUR - GUIDANCE FOR TEENS WHO WANT TO START THEIR OWN BUSINESS AND TEEN'S FIRST BUDGET - BUILDING GOOD MONEY HABITS, GOALS, AND CRAFTING A SAVINGS PLAN. PRESENTATIONS ARE DONE BY A TEAM OF VULUNTEERS, ARE FREE OF CHARGE AND CAN BE DELIVERED EITHER VIRTUALLY OR IN PERSON AND LAST BETWEEN 30-60 MINUTES.
Expenses $6,000
As filed on the 2022 return.
Listed in Part VII
-
Philip D'UngerPHILIP D'UNGER
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Kimberly Griggs-MurrayKIMBERLY GRIGGS-MURRAY
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Melissa ColleyMELISSA COLLEY
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Cheryl WickhamCHERYL WICKHAM
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Kara ChaseKARA CHASE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Michelle MillerMICHELLE MILLER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Ashley MayASHLEY MAY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
James StenstromJAMES STENSTROM
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Elizabeth AltmanELIZABETH ALTMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Veronica KarasVERONICA KARAS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Greg DelageGREG DELAGE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Rhonda DownumRHONDA DOWNUM
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mary HimeMARY HIME
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Todd JonesTODD JONES
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Vivian HouchensVIVIAN HOUCHENS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Bryan LewisBRYAN LEWIS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Juanita EvansJUANITA EVANS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Nathan EricksonNATHAN ERICKSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Oliver NormanOLIVER NORMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
David WahlenDAVID WAHLEN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
-
$100,000
FINANCIAL SUPPORT
-
$27,000
FINANCIAL SUPPORT
-
$27,000
FINANCIAL SUPPORT
-
$25,000
FINANCIAL SUPPORT
-
FINANCIAL SUPPORT
-
$25,000
FINANCIAL SUPPORT
-
WIZEHIVE
$24,000
FINANCIAL SUPPORT
-
$20,000
FINANCIAL SUPPORT
-
$20,000
FINANCIAL SUPPORT
-
$12,000
FINANCIAL SUPPORT
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 25 September 2023
- IRS schema version
- 2022v5.0
- Source object
- 202342689349301064
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