Totals
- Total revenue
- $45,442,603
- Total expenses
- $30,494,343
- Contributions and grants received
- $31,920,837
- Grants paid
- $26,158,528
- Program service revenue
- $0
- Investment income
- $13,244,863
- Other revenue
- $276,903
- Total assets, end of year
- $311,204,649
- Total liabilities, end of year
- $17,966,019
- Net assets or fund balances, end of year
- $293,238,630
- Program services expenses (Part IX)
- $27,693,509
- Management and general expenses
- $2,527,867
- Fundraising expenses
- $272,967
- Program service expenses (Part III)
- $27,693,509
Program services were 90.8% 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
$31,920,837
-
3 · Investment income
total $5,135,847 · unrelated business $931,535 · excluded $4,204,312
-
7a · Gross sales of assets other than inventory
securities $101,269,893 · other assets $11,161
-
7b · Less cost or other basis and sales expenses
securities $93,172,038 · other assets $0
-
7c · Gain or loss
securities $8,097,855 · other assets $11,161
-
7d · Net gain or loss
total $8,109,016 · unrelated business -$114 · excluded $8,109,130
-
11a · Other revenue: FEES FOR SERVICE
total $271,270 · related or exempt $271,270
-
11b · Other revenue: OTHER INCOME
total $5,633 · related or exempt $5,633
-
11e · Other revenue, total
$276,903
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $26,135,328 · program services $26,135,328
-
2 · Grants to domestic individuals
total $23,200 · program services $23,200
-
5 · Compensation of officers, directors and key employees
total $629,449 · program services $280,797 · management and general $301,003 · fundraising $47,649
-
7 · Other salaries and wages
total $1,460,379 · program services $651,475 · management and general $698,353 · fundraising $110,551
-
8 · Pension plan contributions
total $78,785 · program services $35,146 · management and general $37,675 · fundraising $5,964
-
9 · Other employee benefits
total $174,239 · program services $77,728 · management and general $83,321 · fundraising $13,190
-
10 · Payroll taxes
total $147,780 · program services $65,925 · management and general $70,668 · fundraising $11,187
-
11b · Fees: legal
total $27,504 · management and general $13,752 · fundraising $13,752
-
11c · Fees: accounting
total $79,013 · management and general $79,013
-
11f · Fees: investment management
total $661,592 · management and general $661,592
-
11g · Fees: other
total $204,022 · program services $23,481 · management and general $176,556 · fundraising $3,985
-
12 · Advertising and promotion
total $5,587 · fundraising $5,587
-
13 · Office expenses
total $110,833 · program services $47,775 · management and general $53,081 · fundraising $9,977
-
14 · Information technology
total $107,216 · program services $47,829 · management and general $51,271 · fundraising $8,116
-
16 · Occupancy
total $224,389 · program services $100,100 · management and general $107,303 · fundraising $16,986
-
17 · Travel
total $31,758 · program services $14,167 · management and general $15,187 · fundraising $2,404
-
19 · Conferences, conventions and meetings
total $42,229 · program services $16,972 · management and general $20,285 · fundraising $4,972
-
22 · Depreciation, depletion and amortization
total $121,303 · program services $54,113 · management and general $58,007 · fundraising $9,183
-
23 · Insurance
total $16,789 · program services $7,489 · management and general $8,029 · fundraising $1,271
-
24a · Other expenses: INCOME TAX EXPENSE
total $41,012 · management and general $41,012
-
24b · Other expenses: PROFESSIONAL DEVELOPMEN
total $48,691 · program services $21,721 · management and general $23,284 · fundraising $3,686
-
24c · Other expenses: DUES AND SUBSCRIPTIONS
total $43,478 · program services $19,395 · management and general $20,792 · fundraising $3,291
-
24d · Other expenses: PROGRAM ADMINISTRATION
total $33,400 · program services $33,400
-
24e · All other expenses
total $46,367 · program services $37,468 · management and general $7,683 · fundraising $1,216
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $4,212,946 · end of year $1,571,640
-
4 · Accounts receivable
beginning of year $21,332 · end of year $14,209
-
7 · Other notes and loans receivable
end of year $1,250,000
-
9 · Prepaid expenses and deferred charges
beginning of year $15,500 · end of year $15,500
-
10a · Land, buildings and equipment: cost or other basis
$1,034,626
-
10b · Land, buildings and equipment: accumulated depreciation
$769,274
-
10c · Land, buildings and equipment, net
beginning of year $319,445 · end of year $265,352
-
11 · Investments: publicly traded securities
beginning of year $147,411,280 · end of year $170,387,607
-
12 · Investments: other securities
beginning of year $124,080,528 · end of year $131,983,917
-
15 · Other assets
beginning of year $5,617,690 · end of year $5,716,424
-
17 · Accounts payable and accrued expenses
beginning of year $111,531 · end of year $98,151
-
18 · Grants payable
beginning of year $1,105,685 · end of year $1,068,492
-
21 · Escrow or custodial account liability
beginning of year $16,344,808 · end of year $16,245,297
-
25 · Other liabilities
beginning of year $763,031 · end of year $554,079
-
27 · Net assets without donor restrictions
beginning of year $258,450,467 · end of year $288,040,449
-
28 · Net assets with donor restrictions
beginning of year $4,903,199 · end of year $5,198,181
Mission and programs · 2023
Mission
WE INSPIRE AND MOBILIZE GIVING, LEADERSHIP, AND ACTION.
Activities or mission (Part I)
TRIANGLE COMMUNITY FOUNDATION CONNECTS PHILANTHROPIC RESOURCES WITH COMMUNITY NEEDS, CREATES OPPORTUNITY FOR ENLIGHTENED CHANGES AND ENCOURAGES PHILANTHROPY AS A WAY OF LIFE.
-
TRIANGLE COMMUNITY FOUNDATION CONNECTS PHILANTHROPIC RESOURCES WITH COMMUNITY NEEDS, CREATES OPPORTUNITY FOR ENLIGHTENED CHANGE AND ENCOURAGES PHILANTHROPY AS A WAY OF LIFE.
Expenses $26,297,378 · Grants $26,158,528
-
PHILANTHROPIC EVENTS - EVENTS FOR NONPROFITS INCLUDE: FORUMS TO CONNECT WITH DONORS; CAPACITY BUILDING WORKSHOPS.
Expenses $833,759
-
DONOR SERVICES - SERVICES TO DONORS INCLUDE: MEETINGS WITH FOUNDATION STAFF; NETWORKING; EDUCATION AROUND LOCAL ISSUES.
Expenses $562,372
As filed on the 2023 return.
Listed in Part VII
-
Chris DevitaCHRIS DEVITA
CHAIR
- Total calculated
- $0
- Hours/week
- 0.5
-
Larry RocamoraLARRY ROCAMORA
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 0.5
-
Phil LambertPHIL LAMBERT
TREASURER
- Total calculated
- $0
- Hours/week
- 0.5
-
Crystal GermanCRYSTAL GERMAN
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.5
-
Caroline AbbottCAROLINE ABBOTT
MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Rebecca BalterREBECCA BALTER
MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Creighton BlackwellCREIGHTON BLACKWELL
MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Matt BullardMATT BULLARD
MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Michael GoodmonMICHAEL GOODMON
MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Rick GuirlingerRICK GUIRLINGER
MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Ravila GuptaRAVILA GUPTA
MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Lilyn HesterLILYN HESTER
MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Latoya MontagueLATOYA MONTAGUE
MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Wayne MorganWAYNE MORGAN
MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Hilary PollanHILARY POLLAN
MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Evan RaleighEVAN RALEIGH
MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Pilar Rocha-GoldbergPILAR ROCHA-GOLDBERG
MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Vijah ShahVIJAH SHAH
MEMBER
- Total calculated
- $0
- Hours/week
- 0.5 + 2 related
-
Laura VirklerLAURA VIRKLER
MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Latoya KingLATOYA KING
COO
- Total calculated
- $155,059
- From this org
- $134,277
- From related orgs
- $0
- Other
- $20,782
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $130,777
- Bonus
- $3,500
- Other
- $0
- Deferred
- $5,660
- Nontaxable benefits
- $15,122
- Filer's total
- $155,059
-
Lori O'KeefeLORI O'KEEFE
PRESIDENT & CEO
- Total calculated
- $255,991
- From this org
- $216,888
- From related orgs
- $0
- Other
- $39,103
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $215,388
- Bonus
- $1,500
- Other
- $0
- Deferred
- $13,456
- Nontaxable benefits
- $25,647
- Filer's total
- $255,991
-
Robert NaylorROBERT NAYLOR
CFO
- Total calculated
- $193,738
- From this org
- $167,592
- From related orgs
- $0
- Other
- $26,146
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $165,092
- Bonus
- $2,500
- Other
- $0
- Deferred
- $10,215
- Nontaxable benefits
- $15,931
- Filer's total
- $193,738
-
Lindsay HarrellLINDSAY HARRELL
DIRECTOR OF FINANCE
- Total calculated
- $145,011
- From this org
- $126,173
- From related orgs
- $0
- Other
- $18,838
- Hours/week
- 40
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 committee
- 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
-
$1,597,950
ENVIRONMENT
-
EDUCATION
-
$699,824
EDUCATION
-
$400,000
ENVIRONMENT
-
$387,916
EDUCATION
-
$363,325
EDUCATION
-
$300,000
YOUTH DEVELOPMNT
-
$287,401
HUMAN SERVICES
-
$284,000
SOCIAL SCIENCE
-
$270,000
EDUCATION
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.
-
DURHAM ARTS COUNCIL ENDOWMENT FUND
501(C)(3) · TO PROVIDE A PERMANENT ENDOWMENT OF SUPPORT FOR LOCAL ARTS ORGANIZATIONS · NC · controlled entity
Directly controlled by TRIANGLE COMMUNITY FOUNDATION
-
501(C)(3) · RECEIVES, MANAGES, AND SELLS REAL ESTATE, GRANTS TO TCF · NC · controlled entity
Directly controlled by TRIANGLE COMMUNITY FOUNDATION
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 4 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202541299349302539
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.