2024-10-14T09:38:36-05:00 2023-12-31 561031342 WILLIAMS OVERMAN PIERCE LLP 2501 ATRIUM DRIVE SUITE 500 RALEIGH NC 27607 990 2023-01-01 237423031 AJ FLETCHER FOUNDATION AJFL 9193222580 909 GLENWOOD AVENUE RALEIGH NC 27605 DAMON J CIRCOSTA VICE PRESIDENT/EXECUTIVE DIRECTOR 9193222580 2024-10-14 1 0 DANIEL M LAVELLE CPA P02154046 9197823444 2024-10-14 2023 2024-10-15 13:58:12Z DAMON J CIRCOSTA 909 GLENWOOD AVENUE RALEIGH NC 27605 52750815 0 X WWW.AJF.ORG X 1975 NC SEE SCHEDULE O NARRATIVE FOR PART III, LINE 1 7 4 6 0 0 0 0 0 0 0 103189395 4698561 0 1366989 103189395 6065550 6215875 6677600 0 0 494429 538536 0 0 0 1338989 857241 8049293 8073377 95140102 -2007827 240226445 263837938 59115 46980 240167330 263790958 X SEE SCHEDULE OTHE A.J. FLETCHER FOUNDATION OPERATES FOR THE EXCLUSIVE BENEFIT OF THE FLETCHER ACADEMY, SCHOOL OF ACHIEVEMENT, INC. AND IN FURTHERANCE OF A PURPOSE OF THE FLETCHER ACADEMY, A DESIGNATED CLASS OF OTHER CHARITABLE ORGANIZATIONS. THROUGH ITS GRANTS, THE FOUNDATION SUPPORTS THE FLETCHER ACADEMY AND OTHER PUBLIC CHARITIES LOCATED IN NORTH CAROLINA OR SERVING NORTH CAROLINA RESIDENTS THAT HAVE AS ONE OF THEIR PURPOSES THE CARE OR SUPPORT OF THE ELDERLY, INFIRM OR INDIGENT, THE PROMOTION OF EDUCATION, ARTISTIC ENDEAVORS, COMMUNICATION ARTS, OR PUBLIC RECREATION OR THE FOSTERING OF RELIGIOUS FAITH. 0 0 1200000 1200000 THE A.J. FLETCHER FOUNDATION IS A SUPPORTING ORGANIZATION FOR THE FLETCHER ACADEMY SCHOOL OF ACHIEVEMENT, INC., SERVING NORTH CAROLINA AS AN INDEPENDENT, CO-EDUCATIONAL DAY SCHOOL WITH OVER 200 STUDENTS IN GRADES 1-12 WITH LEARNING DISABILITIES AND/OR ATTENTION DEFICIT DISORDERS. THE ACADEMY HELPS THESE SPECIAL STUDENTS MASTER BASIC ACADEMIC AND SOCIAL SKILLS WHILE INSTILLING IN THEM A POSITIVE SENSE OF THEIR OWN RESPONSIBILITY FOR LEARNING. THE SCHOOL IS ACCREDITED BY THE SOUTHERN ASSOCIATION OF INDEPENDENT SCHOOLS AND THE SOUTHERN ASSOCIATION OF COLLEGES AND SCHOOLS. 5956648 5477600 IN KEEPING WITH ITS MISSION OF SUPPORTING CHARITABLE ORGANIZATIONS WITH CERTAIN PURPOSES LOCATED IN NORTH CAROLINA OR SERVING NORTH CAROLINA RESIDENTS, THE A.J. FLETCHER FOUNDATION MADE GRANTS TOTALING $5,477,600 TO CHARITABLE ORGANIZATIONS INVOLVED IN THE SUPPORT OF THE ELDERLY, INFIRM OR INDIGENT, IN EDUCATION, IN ARTISTIC ENDEAVORS, IN COMMUNICATION ARTS, IN PUBLIC RECREATION, AND IN FOSTERING RELIGIOUS FAITH. SEE ALSO SCHEDULE I, FOR A DETAILED LIST OF ALL GRANTS PAID IN 2023. 7156648 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 8 0 1 6 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 4 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 X DAMON J CIRCOSTA 9193222580 909 GLENWOOD AVENUE RALEIGH NC 276051511 JAMES F GOODMON CHAIRMAN OF THE BOARD 2.00 1.00 X 0 0 0 BETH BRIGGS DIRECTOR 1.00 X 0 0 0 MARIA SPAULDING DIRECTOR 1.00 X 0 0 0 MICHAEL GOODMON DIRECTOR 1.00 1.00 X 0 0 0 JAMES F GOODMON JR DIRECTOR 1.00 1.00 X 0 0 0 GREG PATTERSON DIRECTOR 1.00 X 0 0 0 STEVE HAMMEL DIRECTOR 1.00 X 0 0 0 DANIEL P MCGRATH TREASURER/SECRETARY 3.00 2.00 X 0 0 0 BARBARA L GOODMON PRESIDENT 1.00 1.00 X 0 0 0 DAMON J CIRCOSTA V.P/ EXEC. DIR./ASST SECRE 40.00 X 209321 0 43989 209321 0 43989 1 0 1 0 WELLS FARGO 4208 SIX FORKS RD STE 120 RALEIGH NC 27609 INVESTMENT FEES 217885 VANGUARD PO BOX 3009 MONROE WI 53566 INVESTMENT FEES 158424 2 6037140 6037140 45346686 46684725 540 -1338039 -540 -1338579 -1338579 2021 TAX REFUNDS 900099 1366989 1366989 1366989 6065550 0 0 6065550 6677600 6677600 253310 189982 63328 170891 135081 35810 42605 32806 9799 42379 32632 9747 29351 22600 6751 4348 3348 1000 69578 69578 58315 58315 376309 376309 36669 36669 560 560 22300 22300 19496 19496 76282 76282 2722 2722 27165 16902 10263 89162 89162 18044 18044 TICKETS AND SPONSORSHIP 45697 45697 MEALS 5839 5839 DUES & SUBSCRIPTIONS 4710 4710 TAXES 45 45 8073377 7156648 916729 0 109904 106238 253118 11384174 4936 4149 33000 33676 114 0 6055583 825578 2623499 5230005 205087139 213547564 32113381 33530778 1354 1354 240226445 263837938 59115 46980 59115 46980 X 240167330 263790958 240167330 263790958 240226445 263837938 X -2007827 25611548 19907 X X 0 1 X 0 0 X X 1 THE FLETCHER ACADEMY 581447219 2 1 1200000 0 1 1200000 0 1 0 0 0 0 1 0 0 0 1 1 0 0 0 0 1 0 SCHEDULE A, PART IV, SECTION A, LINE 9B AND 9C: JAMES F. GOODMON (CHAIRMAN OF THE BOARD) OWNS A CONTROLLING VOTING INTEREST, BUT NOT A CONTROLLING VALUE INTEREST, IN CAPITOL HOLDING COMPANY, INC. AND SUBSIDIARIES. JAMES F. GOODMON, JR. (DIRECTOR) OWNS A NON-CONTROLLING INTEREST IN CAPITOL HOLDING COMPANY, INC. AND SUBSIDIARIES. MICHAEL GOODMON (DIRECTOR) OWNS A NON-CONTROLLING INTEREST IN CAPITOL HOLDING COMPANY, INC. AND SUBSIDIARIES. PART IV, SECTION A, LINE 6: IN KEEPING WITH ITS MISSION OF SUPPORTING CHARITABLE ORGANIZATIONS WITH CERTAIN PURPOSES LOCATED IN NC OR SERVING NC RESIDENTS, THE A.J. FLETCHER FOUNDATION MADE GRANTS TOTALING $5,477,600 TO CHARITABLE ORGANIZATIONS INVOLVED IN THE SUPPORT OF THE ELDERLY, INFIRM OR INDIGENT, IN EDUCATION, IN ARTISTIC ENDEAVORS, IN COMMUNICATION ARTS, IN PUBLIC RECREATION AND IN FOSTERING RELIGIOUS FAITH. SEE ALSO SCHEDULE I FOR A DETAILED LIST OF ALL GRANTS PAID IN 2023. THE A. J. FLETCHER FOUNDATION OPERATES FOR THE EXCLUSIVE BENEFIT OF THE FLETCHER ACADEMY, SCHOOL OF ACHIEVEMENT, INC. (THE "FLETCHER ACADEMY") AND IN FURTHERANCE OF A PURPOSE OF THE FLETCHER ACADEMY, A DESIGNATED CLASS OF OTHER CHARITABLE ORGANIZATIONS. THE ARTICLES OF INCORPORATION OF THE A. J. FLETCHER FOUNDATION PROVIDE IN RELEVANT PART AS FOLLOWS: 2. PURPOSE. THE PURPOSES FOR WHICH THE CORPORATION IS ORGANIZED ARE: . . . B. TO SUPPORT AND AT ALL TIMES HEREAFTER TO OPERATE EXCLUSIVELY FOR THE BENEFIT OF: (1) THE FLETCHER ACADEMY, SCHOOL OF ACHIEVEMENT, INC., A NORTH CAROLINA NONPROFIT CORPORATION, AND (2) ANY ORGANIZATION (I) DESCRIBED IN SECTION 509(A)(1) OR SECTION 509(A)(2) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, OR THE CORRESPONDING PROVISIONS OF ANY FUTURE UNITED STATES INTERNAL REVENUE LAWS, (II) CONTRIBUTIONS TO WHICH ARE DEDUCTIBLE UNDER SECTIONS 170(C), 2055(A) AND 2522(A) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, OR THE CORRESPONDING PROVISIONS OF ANY FUTURE UNITED STATES INTERNAL REVENUE LAWS, (III) LOCATED OR CONDUCTING ANY PART OF ITS ACTIVITIES IN NORTH CAROLINA OR IN A MANNER BENEFITING RESIDENTS OF NORTH CAROLINA, AND (IV) WHICH HAS AS ONE OF ITS PURPOSES OR FUNCTIONS ANY OF THE FOLLOWING: (A) THE PROMOTION OF EDUCATION OR THE ADVANCEMENT OR PRESERVATION OF KNOWLEDGE INCLUDING, WITHOUT LIMITATION, THE OPERATION OF A SCHOOL, COLLEGE, UNIVERSITY, LIBRARY OR MUSEUM; (B) THE CARE OR SUPPORT OF THE ELDERLY, INFIRM, OR INDIGENT; (C) THE PROMOTION, ENCOURAGEMENT OR SUPPORT OF MUSICAL, THEATRICAL, VISUAL OR OTHER ARTISTIC ENDEAVORS; (D) THE PROMOTION, ENCOURAGEMENT OR SUPPORT OF MASS MEDIA OR OTHER COMMUNICATION ARTS; (E) THE PROMOTION, ENCOURAGEMENT OR SUPPORT OF PUBLIC RECREATION INCLUDING, WITHOUT LIMITATION, THE SUPPORT OF PUBLIC PARKS OR PLAYGROUNDS; OR (F) THE FOSTERING OF RELIGIOUS FAITH. THE ARTICLES OF INCORPORATION OF THE FLETCHER ACADEMY PROVIDE IN RELEVANT PART AS FOLLOWS: 4. PURPOSES. THE PURPOSES FOR WHICH THE CORPORATION IS TO BE FORMED ARE FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1954 AND IN THIS CONNECTION, TO PROMOTE THE LEARNING ABILITIES AND WELFARE OF CHILDREN IN HOME, SCHOOL, AND COMMUNITY, TO RAISE THE STANDARDS OF HOME LIFE; AND TO BRING INTO CLOSER RELATION THE HOME AND THE SCHOOL, THAT PARENTS AND TEACHERS MAY COOPERATE INTELLIGENTLY IN THE TRAINING OF CHILDREN AND MORE SPECIFICALLY WITH THE ACHIEVEMENT SCHOOL, 2610 GLENWOOD AVE., RALEIGH, NORTH CAROLINA, . . .; TO SUPPORT OTHER ORGANIZATIONS (A) DESCRIBED IN SECTION 509(A)(1) OR SECTION 509(A)(2) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, OR THE CORRESPONDING PROVISIONS OF ANY FUTURE UNITED STATES INTERNAL REVENUE LAW, (B) CONTRIBUTIONS TO WHICH ARE DEDUCTIBLE UNDER SECTIONS 170(C), 2055(A) AND 2522(A) OF THE INTERNAL REVENUE CODE OF 1986 AS AMENDED, OR THE CORRESPONDING PROVISIONS OF ANY FUTURE UNITED STATES INTERNAL REVENUE LAW, (C) LOCATED OR CONDUCTING ANY PART OF THEIR ACTIVITIES IN NORTH CAROLINA OR IN A MANNER BENEFITING RESIDENTS OF NORTH CAROLINA, AND (D) WHICH HAVE AS ONE OF THEIR PURPOSES OR FUNCTIONS ANY OF THE FOLLOWING: (I) THE PROMOTION OF EDUCATION OR THE ADVANCEMENT OR PRESERVATION OF KNOWLEDGE INCLUDING, WITHOUT LIMITATION, THE OPERATION OF A SCHOOL, COLLEGE, UNIVERSITY, LIBRARY OR MUSEUM, (II) THE CARE OR SUPPORT OF THE ELDERLY, INFIRM, OR INDIGENT, (III) THE PROMOTION, ENCOURAGEMENT OR SUPPORT OF MUSICAL, THEATRICAL, VISUAL, OR OTHER ARTISTIC ENDEAVORS, (IV) THE PROMOTION, ENCOURAGEMENT OR SUPPORT OF MASS MEDIA OR OTHER COMMUNICATION ARTS, (V) THE PROMOTION, ENCOURAGEMENT OR SUPPORT OF PUBLIC RECREATION, INCLUDING, WITHOUT LIMITATION, THE SUPPORT OF PUBLIC PARKS OR PLAYGROUNDS, OR (VI) THE FOSTERING OF RELIGIOUS FAITH. 2746630 680627 3427257 2395268 723756 1671512 30946 12146 18800 150680 63807 86873 51432 25869 25563 5230005 BRIGGS RESTORATION LTD. LLC 2509419 C CAPITOL HOLDING COMPANY, INC. AND SUBSIDIARIES 15725203 C GLOBAL VINE, LLC 3339277 C HATTERAS VENTURE PARTNERS V, L.P. 1461187 C TEP CAPITOLA INVESTMENT, LLC 1000000 C HATTERAS VENTURE PARTNERS VI, L.P. 812854 C TVP II 3929494 C TVP/CO-INVESTMENT FUND 4753344 C 33530778 X PART X, LINE 2: MANAGEMENT EVALUATES ALL SIGNIFICANT TAX POSITIONS AND DOES NOT BELIEVE IT HAS TAKEN ANY POSITIONS THAT WOULD REQUIRE THE RECORDING OF ANY ADDITIONAL TAX LIABILITY, NOR DOES IT BELIEVE THAT THERE ARE ANY UNREALIZED TAX BENEFITS THAT WOULD EITHER INCREASE OR DECREASE WITHIN THE NEXT YEAR. THE ENTITIES ARE SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. CENTRAL AMERICA AND THE CARIBBEAN INVESTMENT ACTIVITIES 7500 0 0 0 0 0 0 7500 0 7500 1 0 0 1 1 0 PART I, LINE 3: THE EXPENDITURES ARE INDIRECT EXPENDITURES FROM OWNERSHIP IN A FOREIGN PARTNERSHIP. THE PASSTHROUGH EXPENSES ARE NOT RECORDED ON THE FINANCIALS BUT THE TOTAL VALUE OF THE OWNERSHIP IS RECORDED. 1 ACTIVATE GOOD INC 1053 E WHITAKER MILL RD RM 115 RALEIGH NC 27604 203057526 501(C)(3) 30000 0 SCHOOL SUPPORT COMMUNITY PTA CAMPAIGN APPALACHIAN LITERACY INITIATIVE PO BOX 3283 BRISTOL TN 37620 824755919 501(C)(3) 8000 0 LITERACY SUPPORT FOR AVERY AND ALLEGHENY COUNTIES APPALACHIAN REGIONAL HEALTHCARE FOUNDATION PO BOX 2600 BOONE NC 28607 201067022 501(C)(3) 50000 0 HOSPITAL CAPITAL CAMPAIGN ASSOCIATION OF GOVERNING BOARDS OF UNIVERSITIES AND COLLEGES 1666 K STREET NW WASHINGTON DC 20006 840502574 501(C)(3) 25000 0 SUPPORT FOR NC COMMISSION ON HIGHER ED BOOK HARVEST 2501 UNIVERSITY DRIVE SUITE 06 DURHAM NC 27707 452610533 501(C)(3) 6000 0 NON-PROFIT INTERNSHIP PROGRAM BOYS & GIRLS CLUBS OF DURHAM AND ORANGE COUNTIES 1010 MARTIN LUTHER KING PARKWAY SUITE 300 DURHAM NC 27701 566001906 501(C)(3) 30000 0 CAPITAL EXPANSION CASA PO BOX 12545 RALEIGH NC 27605 561778714 501(C)(3) 6000 0 NON-PROFIT INTERNSHIP PROGRAM CASA PO BOX 12545 RALEIGH NC 27605 561778714 501(C)(3) 100000 0 CAPITAL CAMPAIGN CLAYTON CULTURAL ARTS FOUNDATION INC PO BOX 879 CLAYTON NC 27528 562175042 501(C)(3) 10000 0 DOCUMENTARY FILM COMMON CAUSE EDUCATION FUND 805 15TH STREET 600 WASHINGTON DC 20005 311705370 501(C)(3) 155000 0 HBCU SUPPORT COMMUNITY MUSIC SCHOOL 322 CHAPANOKE RD RALEIGH NC 27603 582098168 501(C)(3) 50000 0 GENERAL OPERATIONS CONSERVATION TRUST FOR NORTH CAROLINA 1028 WASHINGTON ST RALEIGH NC 27605 581552188 501(C)(3) 51100 0 ASUTSI TRAIL REPAIR AND ENHANCEMENT PROJECT DESIGNED FOR JOY 517 WEST CABARRUS STREET SUITE A RALEIGH NC 27603 822093018 501(C)(3) 58000 0 GENERAL OPERATIONS FRIENDS OF NC STATE MUSEUM OF NATURAL SCIENCES PO BOX 26928 RALEIGH NC 27611 561240806 501(C)(3) 55000 0 CAPITAL EXPANSION HAVEN HOUSE INC 1008 BULLARD COURT RALEIGH NC 27615 561073632 501(C)(3) 6000 0 NON-PROFIT INTERNSHIP PROGRAM HEALING TRANSITIONS INC 1251 GOODE STREET RALEIGH NC 27603 562135246 501(C)(3) 6000 0 NON-PROFIT INTERNSHIP PROGRAM HEALING TRANSITIONS INC 1251 GOODE STREET RALEIGH NC 27603 562135246 501(C)(3) 75000 0 GROWTH AND SUSTAINABILITY HEALING TRANSITIONS INC 1251 GOODE STREET RALEIGH NC 27603 562135246 501(C)(3) 400000 0 CAPITAL EXPANSION LEADERSHIP TRIANGLE INC 907 GLENWOOD AVENUE RALEIGH NC 27605 561852726 501(C)(3) 100000 0 GENERAL OPERATIONS LOTUS CAMPAIGN INC 200 SOUTH COLLEGE STREET SUITE 200 CHARLOTTE NC 28202 824662347 501(C)(3) 40000 0 HOMELESSNESS PILOT PROGRAM LUCY DANIELS CENTER FOR EARLY CHILDHOOD 9003 WESTON PARKWAY CARY NC 27513 581863104 501(C)(3) 50000 0 CAPACITY BUILDING MADE IN DURHAM 201 W MAIN STREET SUITE 100 PMB B19 DURHAM NC 27701 472262963 501(C)(3) 18750 0 WORK STUDY PROGRAM NEIGHBOR TO NEIGHBOR MINISTRIES 1200 S BLOUNT ST RALEIGH NC 27601 562016457 501(C)(3) 25000 0 CAPITAL EXPANSION NORTH CAROLINA BLACK ALLIANCE INC PO BOX 27886 RALEIGH NC 27611 562210571 501(C)(3) 200000 0 CIVIC EDUCATION PROGRAM NORTH CAROLINA CENTER ON ACTUAL INNOCENCE PO BOX 52446 SHANNON PLAZA STATION DURHAM NC 27717 562200512 501(C)(3) 100000 0 GENERAL OPERATIONS NORTH CAROLINA CIVIL LIBERTIES UNION LEGAL FOUNDATION INC PO BOX 28004 RALEIGH NC 27611 561019644 501(C)(3) 25000 0 COMMUNICATIONS AND MEDIA TO YOUNG AUDIENCES NORTH CAROLINA COMMUNITY FOUNDATION INC 3737 GLENWOOD AVE RALEIGH NC 27612 581661700 501(C)(3) 30000 0 NOW SERVING NORTH CAROLINA COMMUNITY FOUNDATION INC 3737 GLENWOOD AVE RALEIGH NC 27612 581661700 501(C)(3) 1000000 0 DIX PARK SUPPORT NORTH CAROLINA JUSTICE CENTER 224 S DAWSON STREET RALEIGH NC 27601 561348186 501(C)(3) 175000 0 NC JUSTICE CENTER - PROJECT SUPPORT NORTH CAROLINA STATE UNIVERSITY FOUNDATION INC NCSU BOX 7207 RALEIGH NC 27695 566049503 501(C)(3) 100000 0 CENTENNIAL CAMPUS PUBLIC ART NORTH CAROLINA WILDLIFE FEDERATION 1024 WASHINGTON ST 100 RALEIGH NC 27605 561564376 501(C)(3) 100000 0 MARINE FISHERIES EDUCATION NOTE IN THE POCKET INC 9650 STRICKLAND RD SUITE 103-168 RALEIGH NC 27615 462574332 501(C)(3) 50000 0 CAPITAL EXPANSION NOTE IN THE POCKET INC 9650 STRICKLAND RD SUITE 103-168 RALEIGH NC 27615 462574332 501(C)(3) 18750 0 WORK STUDY PROGRAM NOTE IN THE POCKET INC 9650 STRICKLAND RD SUITE 103-168 RALEIGH NC 27615 462574332 501(C)(3) 6000 0 NON-PROFIT INTERNSHIP PROGRAM OAK CITY CARES INC 1430 S WILMINGTON STREET RALEIGH NC 27603 830826329 501(C)(3) 6000 0 NONPROFIT INTERNSHIP PROGRAM OCCONEECHEE COUNCIL INC BOY SCOUTS OF AMERICA 421 3231 ATLANTIC AVENUE RALEIGH NC 27604 560529984 501(C)(3) 200000 0 SCOUTREACH PUBLIC SCHOOL FORUM OF NORTH CAROLINA INC 1017 MAIN CAMPUS DRIVE SUITE 2300 RALEIGH NC 27606 581654064 501(C)(3) 100000 0 GENERAL OPERATIONS PUBLIC SCHOOL FORUM OF NORTH CAROLINA INC 1017 MAIN CAMPUS DRIVE SUITE 2300 RALEIGH NC 27606 581654064 501(C)(3) 6000 0 NON-PROFIT INTERNSHIP PROGRAM SAFECHILD 864 W MORGAN ST RALEIGH NC 27603 561817816 501(C)(3) 150000 0 CAPITAL EXPANSION SCHOOL OF JOURNALISM FOUNDATION OF NORTH CAROLINA INC CAMPUS BOX 3365 CARROLL HALL CHAPEL HILL NC 27599 566034739 501(C)(3) 500000 0 BROADCAST STUDIO SE RALEIGH PROMISE INC 900 S WILMINGTON STREET RALEIGH NC 27601 820614057 501(C)(3) 105000 0 GENERAL OPERATIONS SE RALEIGH PROMISE INC 900 S WILMINGTON STREET RALEIGH NC 27601 820614057 501(C)(3) 6000 0 NON-PROFIT INTERNSHIP PROGRAM SOUTHEASTERN BAPTIST THEOLOGICAL SEMINARY PO BOX 1889 WAKE FOREST NC 27588 560649251 501(C)(3) 15000 0 REV. 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FLETCHER CHURCH PLANTING SOUTHLIGHT HEALTHCARE 3125 POPLARWOOD CT STE 203 RALEIGH NC 27604 560988422 501(C)(3) 200000 0 CAPITAL EXPANSION ST FRANCIS SPRINGS PRAYER CENTER 477 GROGRAN RD STONEVILLE NC 27408 030469917 501(C)(3) 25000 0 RETREAT AND PLANNING SUPPORT ST JOHN'S METROPOLITAN COMMUNITY CHURCH 4 N BLOUNT STREET SUITE 100 RALEIGH NC 27601 561209032 501(C)(3) 75000 0 DROP IN EMERGENCY SHELTER PROGRAM STATES NEWSROOM 1414 RALEIGH RD SUITE 127 CHAPEL HILL NC 27517 842113822 501(C)(3) 285000 0 NC NEWSLINE JOURNALISM THE FAMILY VIOLENCE PREVENTION CENTER INC 1012 OBERLIN RD STE 100 RALEIGH NC 27605 581320613 501(C)(3) 25000 0 FACILITY PLANNING PROCESS THE FLETCHER ACADEMY SCHOOL OF ACHIEVEMENT INC 400 CEDARVIEW CT RALEIGH NC 27609 581447219 501(C)(3) 100000 0 LITERACY OUTREACH GRANT THE FLETCHER ACADEMY SCHOOL OF ACHIEVEMENT INC 400 CEDARVIEW CT RALEIGH NC 27609 581447219 501(C)(3) 500000 0 GENERAL OPERATIONS THE FLETCHER ACADEMY SCHOOL OF ACHIEVEMENT INC 400 CEDARVIEW CT RALEIGH NC 27609 581447219 501(C)(3) 600000 0 CAMPUS EXPANSION LAND PURCHASE THE SALVATION ARMY OF WAKE COUNTY 1863 CAPITAL BLVD RALEIGH NC 27604 580660607 501(C)(3) 25000 0 GENERAL OPERATIONS THEGIFTED ARTS INC 410 GLENWOOD AVE SUITE 170 RALEIGH NC 27603 452650004 501(C)(3) 25000 0 CAPACITY BUILDING TRIANGLE COMMUNITY FOUNDATION PO BOX 12729 DURHAM NC 27709 561380796 501(C)(3) 100000 0 FUND FOR THE TRIANGLE TRIANGLE FAMILY SERVICES INC 3937 WESTERN BLVD RALEIGH NC 27606 560547491 501(C)(3) 50000 0 CAPACITY BUILDING TRIANGLE GOLF FOUNDATION INC 3737 GLENWOOD AVE SUITE 415 RALEIGH NC 27612 562266025 501(C)(3) 50000 0 CAPITAL EXPANSION UNITED WAY OF THE GREATER TRIANGLE INC PO BOX 110583 DURHAM NC 27709 561949103 501(C)(3) 100000 0 HOUSING INITIATIVES WAKE FOREST UNIVERSITY 1834 WAKE FOREST RD WINSTON SALEM NC 27109 560532138 501(C)(3) 85000 0 FLETCHER SCHOLARSHIPS WAKE MONARCH 824 N BLOODWORTH STREET RALEIGH NC 27526 832148694 501(C)(3) 25000 0 GENERAL OPERATIONS WOMEN'S CENTER OF WAKE COUNTY INC 2200 NEW BERN AVENUE RALEIGH NC 27610 581316004 501(C)(3) 80000 0 HOUSING NAVIGATION FOR WOMEN EXPERIENCING HOMELESSNESS YOU CAN VOTE 2627 CROASDAILE FARM PKWY SUITE 201 DURHAM NC 27705 832882290 501(C)(3) 75000 0 CAMPUS EDUCATION AND OUTREACH 51 PART I, LINE 2: GRANTEES ARE REQUIRED TO COMPLETE AND SUBMIT ANNUAL REPORTS CONFIRMING THEIR USE OF GRANT DOLLARS. ALL GRANT MONIES ARE USED BY ORGANIZATIONS LOCATED OR CONDUCTING ANY PART OF ITS ACTIVITIES IN NORTH CAROLINA OR IN A MANNER BENEFITING RESIDENTS OF NORTH CAROLINA. X 0 0 0 0 0 0 0 0 0 DAMON J CIRCOSTA V.P/ EXEC. DIR./ASST SECRE 183071 0 26250 0 0 0 24072 0 19917 0 253310 0 0 0 FORM 990, PART IV, LINE 28: SEE THE SCHEDULE O DESCRIPTION FOR FORM 990, PART VI, SECTION A, LINE 2, FOR DISCLOSURE OF FAMILY RELATIONSHIPS. FORM 990, PART VI, SECTION A, LINE 2 JAMES F. GOODMON (CHAIRMAN OF THE BOARD), BARBARA L. GOODMON (PRESIDENT), MICHAEL GOODMON (DIRECTOR), AND JAMES F. GOODMON JR. (DIRECTOR) HAVE A FAMILY RELATIONSHIP. JAMES F. GOODMON (CHAIRMAN OF THE BOARD) HAS A BUSINESS RELATIONSHIP WITH JAMES F. GOODMON JR. (DIRECTOR), MICHAEL GOODMON (DIRECTOR), AND DANIEL P. MCGRATH (TREASURER/SECRETARY). FORM 990, PART VI, SECTION A, LINE 8B THE AJFF DOES NOT HAVE ANY STANDING COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. WHEN TEMPORARY COMMITTEES ARE APPOINTED BY THE BOARD, THE RELATED MEETINGS ARE CONTEMPORANEOUSLY DOCUMENTED. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING THE FORM 990, THE COMPLETED DOCUMENT IS FORWARDED TO MEMBERS OF THE BOARD FOR REVIEW AND COMMENT. FORM 990, PART VI, SECTION B, LINE 12C AT AN ANNUAL MEETING OF THE BOARD OF DIRECTORS, THE MEMBERS ARE REMINDED OF THE POLICY AND THEIR OBLIGATION TO COMPLY WITH THE POLICY. FORM 990, PART VI, SECTION B, LINE 15A DETERMINATION OF EXECUTIVE DIRECTOR COMPENSATION IS BASED UPON COMPARATIVE DATA OF SIMILARLY QUALIFIED PERSONS, WITH CONTEMPORANEOUS DOCUMENTATION. NO OTHER OFFICERS OR KEY EMPLOYEES ARE COMPENSATED. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE AVAILABLE DURING BUSINESS HOURS FOR VIEWING AT THE FOUNDATION'S OFFICE. FORM 990, PART XI, LINE 9: BOOK-TAX DIFF TEP CAPITOLA K-1 REPORTING 4,808. BOOK-TAX DIFF BRIGGS K-1 REPORTNIG 19,564. BOOK-TAX DIFF HVP V K-1 REPORTING -64,908. BOOK-TAX DIFF HVP VI K-1 REPORTING -23,317. BOOK-TAX DIFF TVP II K-1 REPORTING 63,720. BOOK-TAX DIFF TVP II CO-INVEST K-1 REPORTING 3,198. ROUNDING ADJUSTMENT 2. BOOK-TAX DIFF GLOBAL VINE K-1 REPORTING 16,840. FORM 990, PART XII, LINE 1: A.J. FLETCHER FOUNDATION USES A MODIFIED CASH BASIS METHOD OF ACCOUNTING TO PREPARE THE FINANCIAL STATEMENTS AND FORM 990. GRANTS ARE RECORDED WHEN THE GRANT PAYMENT IS MADE. THE INVESTMENT IN PASS-THROUGH ENTITIES IS RECORDED ON THE CASH BASIS AND DOES NOT REFLECT THE K-1 ACTIVITY ON ITS BOOKS. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. CAMP COLLABORATIVE LLC 909 GLENWOOD AVE RALEIGH NC 27605 933961243 REAL ESTATE MANAGEMENT NC 2746630 AJ FLETCHER FOUNDATION THE FLETCHER ACADEMY 400 CEDARVIEW COURT RALEIGH NC 27609 581447219 SCHOOL NC 501(C)(3) LINE 2 N/A 0 BRIGGS BUILDING RESTORATION LLC 220 FAYETTEVILLE ST STE 200 RALEIGH NC 27601 562034042 RENTAL REAL ESTATE NC AJ FLETCHER FOUNDATION INVESTMENT -19564 1423179 0 1 0.79000 CAPITOL HOLDING COMPANY INC PO BOX 12000 RALEIGH NC 27605 561979330 HOLDING COMPANY NC N/A C 24414224 459172432 0.84500 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THE FLETCHER ACADEMY B 1200000 COST SCHEDULE R, PART V, LINE 2: DESCRIPTION OF METHOD USED TO DETERMINE THE VALUE OF THE SERVICES: AMOUNTS ARE RECORDED BASED UPON THE CASH PAID OR RECEIVED. SCHEDULE R, PART I: CAMP COLLABORATIVE, LLC IS A NORTH CAROLINA SINGLE MEMBER LIMITED LIABILITY COMPANY FORMED IN OCTOBER 2023 FOR THE HOLDING AND OPERATIONS OF THE CAMP CHARLES PARCEL OF LAND PURCHASED DURING 2023.