2024-05-28T08:08:01-05:00 2023-12-31 560570567 DMJPS PLLC 703 GREEN VALLEY ROAD SUITE 201 GREENSBORO NC 27408 990 2023-01-01 200232968 PATRIOT FOUNDATION PATR 9109929856 PO BOX 5069 PINEHURST NC 283745069 KIM GILLEY EXECUTIVE VICE PRESIDENT 9109929856 2024-05-23 1 KIM GILLEY 999009999 1 AMY B THABET CPA P01243405 3362759886 2024-05-22 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z KIM GILLEY PO BOX 5069 PINEHURST NC 28374 10441031 0 X N/A X 2003 NC FUNDRAISING ORGANIZATION PROVIDING SCHOLARSHIP FUNDS FOR THE FAMILIES OF SERVICE MEN AND WOMEN KILLED, WOUNDED, AND INJURED WHILE SERVING OUR NATION. 7 7 3 43 0 0 3176313 10378640 0 0 28831 62391 0 0 3205144 10441031 2362600 3397882 0 0 76263 106865 0 0 12135 283972 295361 2722835 3800108 482309 6640923 1727446 8603244 7707 2622 1719739 8600622 FUNDRAISING ORGANIZATION PROVIDING SCHOLARSHIP FUNDS FOR THE FAMILIES OF SERVICE MEN AND WOMEN KILLED, WOUNDED, AND INJURED WHILE SERVING OUR NATION. 0 0 3569804 3397882 THE ORGANIZATION DISTRIBUTES PRIVATE FUNDS RAISED TO DOWNSTREAM NON-PROFITS TO PROVIDE SUPPORT FOR THE MILITARY FAMILIES OF ALL BRANCHES OF THE MILITARY, INCLUDING BUT NOT LIMITED TO FORT LIBERTY, NORTH CAROLINA, FORT CAMPBELL, KENTUCKY; SPECIAL OPERATIONS SOLDIERS, AND OTHER SELECTED WARRIORS. THE ORGANIZATION ALSO RECEIVES FEDERAL AND STATE GRANTS, WHICH ARE AWARDED TO APPROXIMATELY 389 STUDENTS THAT MEET CERTAIN REQUIREMENTS DICTATED BY THE LEGISLATURE THROUGH AN IN-HOUSE APPLICATION PROCESS. 3569804 1 1 0 1 0 0 0 0 0 1 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 7 0 1 3 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 1 0 0 0 X BETSY MCDOUGALD 9109929856 50 RATTLESNAKE TRAIL PINEHURST NC 28374 FERD IRIZARRY CHAIRMAN 20.00 X X 0 0 0 ED BROYHILL DIRECTOR 3.00 X 0 0 0 MIKE PISCETELLI DIRECTOR 3.00 X 0 0 0 WHIT MCCRARY DIRECTOR 3.00 X 0 0 0 BAILEY VAUGHAN BOARD MEMBER/TREASURER 3.00 X X 0 0 0 CHRIS MORRIS DIRECTOR 3.00 X 0 0 0 MATT MAJURI DIRECTOR 3.00 X 0 0 0 KIM GILLEY EXECUTIVE VICE PRESIDENT 30.00 X 62231 0 0 62231 0 0 0 0 0 0 0 9729000 649640 10378640 62391 62391 10441031 0 0 62391 3397882 3397882 94131 94131 12734 12734 71536 71536 12581 12581 406 406 635 635 9095 9095 2305 2305 PATRIOT RECOVERY ACT 171922 171922 FUNDRAISING 12135 12135 BANK FEES 5556 5556 PRINTING 3353 3353 5837 5837 3800108 3569804 218169 12135 508461 652319 140819 6668007 4642 1073524 1282918 1727446 8603244 7707 2622 7707 2622 X 1212318 1925765 507421 6674857 1719739 8600622 1727446 8603244 6640923 239960 0 X X 0 1 X 1 1 1 X 879949 1267961 676284 3025628 10378640 16228462 879949 1267961 676284 3025628 10378640 16228462 0 0 0 16228462 188241 144842 185921 28831 62391 610226 188241 144842 185921 28831 62391 610226 1068190 1412803 862205 3054459 10441031 16838688 0.96380 0.92540 0.03620 0.07460 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 27000 0 0 27000 0 1044382 209846 1254228 1194278 -149896 1044382 796597 397681 1194278 684378 112219 796597 565150 119228 684378 0.96000 0.04000 0 0 0 PATRIOT ENDOWMENT FUND - VANGUARD BD DES 1180215 F PATRIOT ENDOWMENT FUND - VANGUARD CATO 74013 F PATRIOT NC 529 SAVINGS PLAN 28690 F 1282918 X 10680991 239960 239960 10441031 0 10441031 3800108 0 3800108 0 3800108 PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3). ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR INCOME TAXES. THE FOUNDATION ACCOUNTS FOR UNCERTAIN INCOME TAX POSITIONS BY PRESCRIBING A MINIMUM PROBABILITY THRESHOLD A TAX POSITION MUST MEET BEFORE A FINANCIAL STATEMENT INCOME TAX BENEFIT IS RECOGNIZED. THE MINIMUM THRESHOLD IS DEFINED AS A TAX POSITION, BASED SOLELY ON ITS TECHNICAL MERITS, THAT WOULD MORE LIKELY THAN NOT BE SUSTAINED UPON EXAMINATION BY THE RELEVANT TAX AUTHORITY WITH KNOWLEDGE OF THE SAME FACTS. THE TAX BENEFIT TO BE RECOGNIZED IS MEASURED AS THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED UPON ULTIMATE RESOLUTION. BASED ON ALL KNOWN FACTS AND CIRCUMSTANCES AND CURRENT TAX LAW, THE PARTNERSHIP BELIEVES THE TOTAL AMOUNT OF UNCERTAIN INCOME TAX POSITION LIABILITIES AND RELATED ACCRUED INTEREST ARE NOT MATERIAL TO ITS FINANCIAL POSITION. AS OF DECEMBER 31, 2023 AND INCLUDING THE PREVIOUS THREE YEARS CONSIDERING EXTENSIONS, THE FOUNDATION'S INCOME TAX RETURNS ARE OPEN AND SUBJECT TO EXAMINATION BY TAX AUTHORITIES WITH RELEVANT JURISDICTION. SHOULD SUCH AN EXAMINATION TAKE PLACE, MANAGEMENT DOES NOT ANTICIPATE ANY SIGNIFICANT ISSUES RELATED TO THE OPEN YEARS. 0 CAMPBELL UNIVERSITY 40 T T LANIER STREET BUIES CREEK NC 27506 560529940 347870 0 SCHOLARSHIP FUNDING EAST CAROLINA UNIVERSITY G120 OLD CAFETERIA COMPLEX GREENVILLE NC 27858 566000403 457300 0 SCHOLARSHIP FUNDING FAYETTEVILLE STATE UNIVERSITY 1200 MURCHISON ROAD FAYETTEVILLE NC 28301 561238736 96428 0 SCHOLARSHIP FUNDING NORTH CAROLINA CENTRAL UNIVERSITY PO BOX 19713 DURHAM NC 27707 566000730 11500 0 SCHOLARSHIP FUNDING UNIVERSITY OF MOUNT OLIVE 634 HENDERSON STREET MOUNT OLIVE NC 28365 566053091 18000 0 SCHOLARSHIP FUNDING UNIVERSITY OF NC AT GREENSBORO PO BOX 26170 GREENSBORO NC 27402 566001468 169894 0 SCHOLARSHIP FUNDING UNIVERSITY OF NC AT WILMINGTON WARWICK CENTER WILMINGTON NC 28403 561258660 113800 0 SCHOLARSHIP FUNDING WESTERN CAROLINA UNIVERSITY 105 CORNELIA CAMP BLDG CULLOWHEE NC 28723 566001440 55200 0 SCHOLARSHIP FUNDING NORTH CAROLINA A&T STATE UNIVERSITY 1601 E MARKET STREET GREENSBORO NC 27411 566000007 72000 0 SCHOLARSHIP FUNDING APPALACHIAN STATE UNIVERSITY 438 ACADEMY STREET BOONE NC 28608 561176030 118800 0 SCHOLARSHIP FUNDING BREVARD COLLEGE ONE BREVARD COLLEGE DRIVE BREVARD NC 28712 560532297 8800 0 SCHOLARSHIP FUNDING CAPE FEAR COMMUNITY COLLEGE 411 NORTH FRONT STREET WILMINGTON NC 28401 581308578 76600 0 SCHOLARSHIP FUNDING CARTERET COMMUNITY COLLEGE 3505 ARENDELL ST MOREHEAD CITY NC 28557 560894932 34100 0 SCHOLARSHIP FUNDING CENTRAL CAROLINA COMMUNITY COLLEGE 1105 KELLY DR SANFORD NC 27330 560794261 73600 0 SCHOLARSHIP FUNDING COASTAL CAROLINA COMMUNITY COLLEGE 444 WESTERN BLVD JACKSONVILLE NC 28546 560851326 148900 0 SCHOLARSHIP FUNDING CRAVEN COMMUNITY COLLEGE 800 COLLEGE COURT NEW BERN NC 28562 560893718 6500 0 SCHOLARSHIP FUNDING DAVIDSON COUNTY COMMUNITY COLLEGE 297 DAVIDSON COMMUNITY COLLEGE RD THOMASVILLE NC 27360 560529961 16500 0 SCHOLARSHIP FUNDING DUKE UNIVERSITY 2138 CAMPUS DRIVE DURHAM NC 27708 560532129 18800 0 SCHOLARSHIP FUNDING FAYETTEVILLE TECHNICAL COMMUNITY COLLEGE 2201 HULL RD FAYETTEVILLE NC 28303 560791849 62362 0 SCHOLARSHIP FUNDING GUILFORD TECHNICAL COMMUNITY COLLEGE 601 E MAIN ST JAMESTOWN NC 27282 560792519 69000 0 SCHOLARSHIP FUNDING HAYWOOD COMMUNITY COLLEGE 185 FREEDLANDER DR CLYDE NC 28721 560894341 11500 0 SCHOLARSHIP FUNDING HIGH POINT UNIVERSITY 1 N UNIVERSITY PKWY HIGH POINT NC 27268 560529999 24900 0 SCHOLARSHIP FUNDING HOOD THEOLOGICAL SEMINARY 1810 LUTHERAN SYNOD DR SALISBURY NC 28144 562231069 6500 0 SCHOLARSHIP FUNDING LEES-MCRAE COLLEGE 191 MAIN ST LOUSIBURG NC 27549 560529953 6500 0 SCHOLARSHIP FUNDING LOUISBURG COLLEGE 501 N MAIN ST LOUISBURG NC 27549 560547511 11500 0 SCHOLARSHIP FUNDING MANNA UNIVERSITY 5117 CLIFFDALE RD FAYETTEVILLE NC 28314 562195966 11500 0 SCHOLARSHIP FUNDING MEREDITH COLLEGE 3800 HILLSBOROUGH ST RALEIGH NC 27607 560530242 23000 0 SCHOLARSHIP FUNDING METHODIST UNIVERSITY 5400 RAMSEY ST FAYETTEVILLE NC 28311 560657294 51150 0 SCHOLARSHIP FUNDING MITCHELL COMMUNITY COLLEGE 500 W BROAD ST STATESVILLE NC 28677 561048429 22589 0 SCHOLARSHIP FUNDING MONTGOMERY COMMUNITY COLLEGE 1011 PAGE ST TROY NC 27371 560895349 38300 0 SCHOLARSHIP FUNDING NORTH CAROLINA STATE UNIVERSITY CAMPUS BOX 7302 RALEIGH NC 27695 566000756 122600 0 SCHOLARSHIP FUNDING NORTH CAROLINA WESLEYAN UNIVERSITY 3400 N WESLEYAN BLVD ROCKY MOUNT NC 27804 560686603 67100 0 SCHOLARSHIP FUNDING ROWAN-CABARRUS COMMUNITY COLLEGE 1333 JAKE ALEXANDER BLVD S SALISBURY NC 28146 561731864 11500 0 SCHOLARSHIP FUNDING SANDHILLS COMMUNITY COLLEGE 3395 AIRPORT RD PINEHURST NC 28374 560797051 26800 0 SCHOLARSHIP FUNDING SOUTHEASTERN BAPTIST THEOLOGICAL SEMINARY STEALEY HALL - MAIN ADMINISTRATION BUILDING 100 N WINGATE ST WAKE FOREST NC 27587 560649251 6500 0 SCHOLARSHIP FUNDING SOUTHWESTERN COMMUNITY COLLEGE 447 COLLEGE DR SYLVA NC 28779 560894556 11500 0 SCHOLARSHIP FUNDING UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL 104 AIRPORT DRIVE CB1270 CHAPEL HILL NC 27599 566001393 93230 0 SCHOLARSHIP FUNDING UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE 9201 UNIVERSITY CITY BLVD CHARLOTTE NC 28223 560791228 111100 0 SCHOLARSHIP FUNDING UNIVERSITY OF NORTH CAROLINA AT PEMBROKE 1 UNIVERSITY DRIVE PEMBROKE NC 27109 566000805 78900 0 SCHOLARSHIP FUNDING WAKE FOREST UNIVERSITY 1834 WAKE FOREST RD WINSTONSALEM NC 27109 560532138 26100 0 SCHOLARSHIP FUNDING WAKE TECHNICAL COMMUNITY COLLEGE 9101 FAYETTEVILLE RD RALEIGH NC 27603 560792775 18400 0 SCHOLARSHIP FUNDING WAYNE COMMUNITY COLLEGE 3000 WAYNE MEMORIAL DR GOLDSBORO NC 27534 561556512 22600 0 SCHOLARSHIP FUNDING WILLIAM PEACE UNIVERSITY 15 E PEACE ST RALEIGH NC 27604 560529988 6500 0 SCHOLARSHIP FUNDING WINGATE UNIVERSITY 211 E WILSON ST WINGATE NC 28174 566049935 31000 0 SCHOLARSHIP FUNDING WINSTON-SALEM STATE UNIVERSITY 601 S MARTIN LUTHER KING JR DR WINSTONSALEM NC 27110 566001466 68600 0 SCHOLARSHIP FUNDING SOUTHEASTERN COMMUNITY COLLEGE PO BOX 151 WHITEVILLE NC 28472 560815200 6500 0 SCHOLARSHIP FUNDING 51 FORM 990, PART VI, SECTION B, LINE 11B THE TAX RETURN IS REVIEWED AND APPROVED BY THE TREASURER AND PRESIDENT OF THE ORGANIZATION. THE TAX RETURN IS DISCUSSED AND PROVIDED TO EACH BOARD MEMBER AT A BOARD MEETING PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 ALL POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990 PART XII, LINE 2C THE FINANCE COMMITTEE IS ENTRUSTED BY THE BOARD TO PROVIDE OVERSIGHT OVER THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED IN THE CURRENT TAX YEAR.