Form 990 for tax year 2024
Filed by THE COMMUNITY FOUNDATION FOR THE CSRA.
Totals
- Total revenue
- $32,827,191
- Total expenses
- $19,148,159
- Contributions and grants received
- $25,390,964
- Grants paid
- $16,597,333
- Program service revenue
- $346,340
- Investment income
- $7,089,887
- Other revenue
- $0
- Total assets, end of year
- $182,590,923
- Total liabilities, end of year
- $46,793,440
- Net assets or fund balances, end of year
- $135,797,483
- Program services expenses (Part IX)
- $18,207,347
- Management and general expenses
- $765,072
- Fundraising expenses
- $175,740
- Program service expenses (Part III)
- $18,207,347
Program services were 95.1% 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.
-
1f · All other contributions, gifts and grants
$25,390,964
-
1g · Noncash contributions included above
$16,879,949
-
2a · Program service revenue: DONOR ADMINISTRATIVE FEES
total $191,630 · related or exempt $191,630
-
2b · Program service revenue: INVESTMENT INCOME - NOTE RECEIVAB
total $143,210 · related or exempt $143,210
-
2f · All other program service revenue
total $11,500 · related or exempt $11,500
-
3 · Investment income
total $2,847,839 · excluded $2,847,839
-
7a · Gross sales of assets other than inventory
securities $51,810,790
-
7b · Less cost or other basis and sales expenses
securities $47,568,742
-
7c · Gain or loss
securities $4,242,048
-
7d · Net gain or loss
total $4,242,048 · excluded $4,242,048
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $16,597,333 · program services $16,597,333
-
5 · Compensation of officers, directors and key employees
total $235,400 · program services $188,320 · management and general $23,540 · fundraising $23,540
-
7 · Other salaries and wages
total $570,087 · program services $319,127 · management and general $155,144 · fundraising $95,816
-
8 · Pension plan contributions
total $33,256 · program services $17,261 · management and general $9,099 · fundraising $6,896
-
9 · Other employee benefits
total $50,249 · program services $32,300 · management and general $8,670 · fundraising $9,279
-
10 · Payroll taxes
total $58,725 · program services $36,015 · management and general $13,652 · fundraising $9,058
-
11a · Fees: management
total $395,459 · management and general $395,459
-
11c · Fees: accounting
total $44,731 · management and general $44,731
-
11g · Fees: other
total $82,256 · program services $39,762 · management and general $36,239 · fundraising $6,255
-
12 · Advertising and promotion
total $47,275 · program services $12,970 · management and general $19,701 · fundraising $14,604
-
13 · Office expenses
total $6,283 · management and general $6,283
-
16 · Occupancy
total $48,068 · program services $23,417 · management and general $20,748 · fundraising $3,903
-
17 · Travel
total $4,246 · program services $2,379 · fundraising $1,867
-
19 · Conferences, conventions and meetings
total $9,263 · program services $9,263
-
20 · Interest
total $697,922 · program services $697,922
-
22 · Depreciation, depletion and amortization
total $204,065 · program services $204,065
-
23 · Insurance
total $9,207 · management and general $9,207
-
24a · Other expenses: PROFESSIONAL DEVELOPMEN
total $32,294 · program services $20,961 · management and general $6,811 · fundraising $4,522
-
24b · Other expenses: DUES AND SUBSCRIPTIONS
total $15,883 · program services $6,094 · management and general $9,789
-
24e · All other expenses
total $6,157 · program services $158 · management and general $5,999
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $4,825,377 · end of year $10,490,224
-
7 · Other notes and loans receivable
beginning of year $11,934 · end of year $11,934
-
11 · Investments: publicly traded securities
beginning of year $118,545,105 · end of year $128,156,458
-
12 · Investments: other securities
beginning of year $16,470,570 · end of year $23,850,210
-
13 · Investments: program-related
beginning of year $14,321,000 · end of year $14,321,000
-
15 · Other assets
beginning of year $6,001,091 · end of year $5,761,097
-
17 · Accounts payable and accrued expenses
beginning of year $23,384 · end of year $6,847
-
18 · Grants payable
beginning of year $14,000 · end of year $17,059
-
19 · Deferred revenue
end of year $2,500
-
21 · Escrow or custodial account liability
beginning of year $34,705,461 · end of year $39,337,210
-
25 · Other liabilities
beginning of year $6,949,784 · end of year $7,429,824
-
27 · Net assets without donor restrictions
beginning of year $109,980,510 · end of year $127,046,184
-
28 · Net assets with donor restrictions
beginning of year $8,501,938 · end of year $8,751,299
Mission and programs · 2024
Mission
CULTIVATE GENEROSITY BY GIVING DONORS THE TOOLS AND INFORMATION THEY NEED TO MAKE A SIGNIFICANT DIFFERENCE IN OUR COMMUNITY. STRENGTHEN NON-PROFITS BY CONNECTING ORGANIZATIONS TO FINANCIAL RESOURCES, TRAINING AND OPPORTUNITIES FOR MEANINGFUL COLLABORATION. ENGAGE OUR COMMUNITY AROUND ISSUES THAT MATTER TO US ALL.
Activities or mission (Part I)
TO ENGAGE, INFORM, AND INSPIRE DONORS AND NONPROFITS TO BUILD A STRONGER AND MORE VIBRANT COMMUNITY.
-
WE ARE EMBEDDED IN OUR COMMUNITY IN WAYS THAT HELP CONVENE, CONNECT, AND GROW OUR COLLECTIVE IMPACT ON ISSUES THAT MATTER TO US ALL. OUR EXPERTISE AND KNOWLEDGE OF THE LOCAL NONPROFIT COMMUNITY HELPS US UNDERSTAND WHAT A GOOD NONPROFIT LOOKS LIKE AND HOW TO MEASURE ITS SUCCESS. THAT EXPERTISE IS BUILT UPON 20-PLUS YEARS OF EXPERIENCE IN AWARDING COMPETITIVE GRANTS FROM OUR UNRESTRICTED DOLLARS TO A VARIETY OF NONPROFITS IN OUR REGION. WITH THAT KNOWLEDGE, WE STRIVE TO INVEST PHILANTHROPIC DOLLARS IN THE SMARTEST, MOST IMPACTFUL WAY.THE COMMUNITY FOUNDATION'S COMPETITIVE GRANTS PROGRAMS INCLUDE COMMUNITY GRANTS, HARRISBURG LITERACY INITIATIVE AND MULTIPLE SCHOLARSHIPS. OTHER LOCAL GRANT MAKING FUNDS, SUCH AS WOMEN IN PHILANTHROPY, MARY WARREN FUND AND THE ST. JOSEPH FOUNDATION, WORK WITH OUR TEAM TO AWARD FUNDS THROUGH A COMPETITIVE GRANT PROCESS. ALL OF THESE PROGRAMS HAVE A RIGOROUS REVIEW PROCESS AND TRACK THE OUTCOMES AND IMPACT OF THEIR GRANTMAKING EACH YEAR AND EACH HAVE MADE A MEASURABLE, POSITIVE IMPACT ON THE CSRA.WE PARTNER WITH MANY OF OUR LOCAL NONPROFITS BY MANAGING THEIR ENDOWMENT ASSETS.
Expenses $18,207,347 · Grants $16,597,333 · Revenue $346,340
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Shell Knox BerrySHELL KNOX BERRY
PRESIDENT/CEO
- Total calculated
- $235,400
- From this org
- $222,600
- From related orgs
- $0
- Other
- $12,800
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $222,600
- Bonus
- $0
- Other
- $0
- Deferred
- $12,800
- Nontaxable benefits
- $0
- Filer's total
- $235,400
-
Elizabeth FinchELIZABETH FINCH
VICE PRESIDENT OF FINANCE
- Total calculated
- $148,050
- From this org
- $140,000
- From related orgs
- $0
- Other
- $8,050
- Hours/week
- 40 + 1 related
-
Rebecca WallanceREBECCA WALLANCE
VICE PRESIDENT OF PROGRAMS
- Total calculated
- $113,233
- From this org
- $100,170
- From related orgs
- $0
- Other
- $13,063
- Hours/week
- 40 + 1 related
-
James B TrotterJAMES B TROTTER
CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Susan E NicholsonSUSAN E NICHOLSON
VICE ELECT
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Faye HargroveFAYE HARGROVE
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
John CatesJOHN CATES
SECRETARY/TREASURER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Charles G Caye JrCHARLES G CAYE JR
PAST CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Frank AndersonFRANK ANDERSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
James Jim Houston ArmstrongJAMES JIM HOUSTON ARMSTRONG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
William H Barrett JrWILLIAM H BARRETT JR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
James J BernsteinJAMES J BERNSTEIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Thomas M Blanchard JrTHOMAS M BLANCHARD JR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Braye C BoardmanBRAYE C BOARDMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Clayton P Boardman IIICLAYTON P BOARDMAN III
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Eddie BusseyEDDIE BUSSEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Natalie Schweers CoghillNATALIE SCHWEERS COGHILL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Zack O DaffinZACK O DAFFIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
James M HullJAMES M HULL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Duncan N Johnson JrDUNCAN N JOHNSON JR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Ruth A KnoxRUTH A KNOX
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Brian MarksBRIAN MARKS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
H Montague Osteen JrH MONTAGUE OSTEEN JR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
N Turner SimkinsN TURNER SIMKINS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Barry L StoreyBARRY L STOREY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
William H TuckerWILLIAM H TUCKER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
BOYS & GIRLS CLUBS OF GREATER AUGUSTA
$1,434,819
CHARITABLE PURPOSE
-
MEDICAL COLLEGE OF GEORGIA FOUNDATION INC
$1,311,724
CHARITABLE PURPOSE
-
$797,500
CHARITABLE PURPOSE
-
HUB FOR COMMUNITY INNOVATION INC
$761,043
CHARITABLE PURPOSE
-
$657,871
CHARITABLE PURPOSE
-
BLOCK BY BLOCK
$487,016
CHARITABLE PURPOSE
-
EAB
$458,539
CHARITABLE PURPOSE
-
AUGUSTA UNIVERSITY FOUNDATION INC
$412,800
CHARITABLE PURPOSE
-
THE CITY OF AUGUSTA
$391,000
CHARITABLE PURPOSE
-
CHARITABLE PURPOSE
The 10 largest by cash amount. The API serves every itemized grant.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
CSRA FOUNDATION PROPERTY HOLDINGS INC
501(C)(3) · TO HOLD PROPERTIES GIFTED TO THE CFCSRA · GA · controlled entity
Directly controlled by THE COMMUNITY FOUNDATION FOR THE CSRA
-
501(C)(3) · SEE SCHEDULE R SUPPLEMENTAL EXPLANATIONS · GA · controlled entity
Directly controlled by THE COMMUNITY FOUNDATION FOR THE CSRA
-
HUB FOR COMMUNITY INNOVATION INC
501(C)(3) · SEE SCHEDULE R SUPPLEMENTAL EXPLANATIONS · GA · controlled entity
Directly controlled by THE COMMUNITY FOUNDATION FOR THE CSRA
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 30 October 2025
- IRS schema version
- 2024v5.2
- Source object
- 202513079349303251
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.