2024-04-29T09:05:43-05:00 2023-12-31 882730877 CHERRY BEKAERT ADVISORY LLC 3800 GLENWOOD AVE SUITE 200 RALEIGH NC 27612 990 2023-01-01 921413859 CHERRY BEKAERT FOUNDATION CHER 7035840224 3800 GLENWOOD AVE STE 200 RALEIGH NC 27612 MATTHEW SOCHA TREASURER 7049402680 2024-04-26 1 MATTHEW SOCHA 999009999 1 AMY DOSIK P00890743 9197821040 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z SUSAN MOSER 1850 TOWERS CRESCENT PLAZA STE 200 TYSONS CORNER VA 22182 1160605 0 X WWW.CBH.COM/ABOUT/CHERRY-BEKAERT-FOUNDATION/ X 2022 NC SUPPORT AND COLLABORATE WITH ORGANIZATIONS THAT ALIGN WITH CHERRY BEKAERT'S SHARED VALUES. 5 5 0 7 0 0 0 1134338 0 0 0 2195 0 7438 0 1143971 0 48400 0 0 0 0 0 0 0 0 7291 0 55691 0 1088280 5000 1126314 0 33034 5000 1093280 X CHERRY BEKAERT FOUNDATION IS COMMITTED TO CARRYING OUT OUR VALUE OF MAKING A DIFFERENCE IN OUR COMMUNITIES. WE ARE FOCUSED ON IMPACTING WHERE WE LIVE AND WORK THROUGH VOLUNTEERISM AND FINANCIAL SUPPORT OF NATIONAL AND LOCAL ORGANIZATIONS. OUR DEDICATION TO STRENGTHENING OUR COMMUNITIES AND BUILDING FOR A BETTER TOMORROW IS AT THE HEART OF WHAT WE DO. 0 0 51986 48400 CONNECTED EMPLOYEES TO VOLUNTEER ACTIVITIES AND SUPPORT COMMUNITY SERVICE INITIATIVES THROUGHOUT THE YEAR. CREATED A BETTER FUTURE BY PROVIDING RESOURCES AND TRAINING TO INSPIRE PHILANTHROPY AND GIVING BACK TO OUR COMMUNITIES. MADE A DIFFERENCE IN THE COMMUNITIES WHERE WE LIVE, WORK, AND PLAY THROUGH ORGANIZATIONS THAT ALIGNED WITH OUR AREAS OF FOCUS. 51986 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 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 X 5 5 0 0 0 0 1 1 0 1 1 0 0 1 1 0 0 0 1 0 0 0 NC X MATTHEW SOCHA 7049402680 1111 METROPOLITAN AVENUE SUITE 900 CHARLOTTE NC 28204 X SUSAN MOSER PRESIDENT 5.00 X X 0 0 0 MATTHEW SOCHA TREASURER 2.00 X X 0 0 0 AMANDA ADAMS TREASURER (THRU 7/2023) 1.00 X X 0 0 0 LUIS GALLARDO SECRETARY 1.00 X X 0 0 0 JACKIE CONNOR DIRECTOR 1.00 X 0 0 0 CYNTHIA DANIEL DIRECTOR 1.00 X 0 0 0 BRAD KNUDSEN DIRECTOR (THRU 10/2023) 1.00 X 0 0 0 0 0 0 0 0 0 0 0 1134338 8411 1134338 2195 2195 24072 16634 7438 7438 1143971 0 0 9633 48400 48400 1230 1230 1660 1660 PROFESSIONAL DEVELOPMEN 815 815 MEMBERSHIP AND DUES 86 86 3500 3500 55691 51986 3705 0 5000 204257 560522 361535 5000 1126314 33034 0 33034 X 5000 1093280 5000 1093280 5000 1126314 1088280 0 X 0 0 0 X 1134338 1134338 1134338 1134338 1134338 2195 2195 7438 7438 1143971 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 24072 16634 1 1.00000 24072 16634 16634 7438 NC 0 NC GENERAL STATUTE SECTION 14-309.15 DOES NOT REQUIRE A SEPARATE LICENSE FOR A NONPROFIT ORGANIZATION TO CONDUCT A RAFFLE WITHIN THE STATE. 0 0 0 1.00000 0.00000 MATTHEW SOCHA 1111 METROPOLITAN AVENUE SUITE 900 CHARLOTTE NC 28204 0 JACKIE CONNOR 0 THE 50/50 RAFFLE WAS CONDUCTED DURING A CONFERENCE AND WAS LIMITED TO CHERRY BEKAERT PARTNERS AND EMPLOYEES. IT WAS A VOLUNTEER LED INITIATIVE ORGANIZED AND RUN BY THE DEVELOPMENT COMMITTEE & COMMUNITY IMPACT COMMITTEE. BRAD EAST IS THE COMMITTEE CHAIR FOR THE DEVELOPMENT COMMITTEE AND OVERSAW THE RAFFLE. X 0 1 BOYS & GIRLS CLUBS OF GREATER AUGUSTA INC 624 CHAFEE AVE AUGUSTA GA 30904 580610382 501(C)(3) 5700 0 SUPPORT THE ORGANIZATION'S MISSION JOHN H BONER COMMUNITY CENTER INC 2236 EAST 10TH STREET INDIANAPOLIS IN 46201 237204495 501(C)(3) 5700 0 SUPPORT THE ORGANIZATION'S MISSION 2 0 PART I, LINE 2: THE FOUNDATION SELECTS GRANT RECIPIENTS WHO ARE WELL ESTABLISHED IN THEIR COMMUNITY FOR SUPPORT OF EXISTING PROGRAMS. THE FOUNDATION DOES NOT HAVE AN APPLICATION FORM OR ACCEPT UNSOLICITED REQUESTS FOR FUNDS. THE FOUNDATION HAS A GRANT-MAKING COMMITTEE WHICH DETERMINES THE CAUSES AND ORGANIZATIONS TO SUPPORT EACH YEAR WITHIN THE ESTABLISHED BUDGET. FOR GRANTS IN EXCESS OF $10,000, THE FOUNDATION REQUIRES A REPORT FROM THE GRANTEE DESCRIBING HOW THE FUNDS WERE USED. THE FOUNDATION MAINTAINS THE FOLLOWING RECORDS - THE MINUTES OF THE MEETINGS IN WHICH GRANT RECIPIENTS ARE DETERMINED, THE LETTER ACCOMPANYING THE GRANT FUNDS IDENTIFYING THE PURPOSE OF THE GRANT, A COPY OF THE GRANTEE'S FORM 990 AND/OR FINANCIAL STATEMENTS IF RECEIVED, ACKNOWLEDGEMENT OF RECEIPT OF THE GRANT, AND FOLLOW-UP REPORTS, IF ANY. FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION IS AUTHORIZED TO HAVE ONE OR MORE MEMBERS WITH SUCH DESIGNATIONS, QUALIFICATIONS, AND RIGHTS AS SET FORTH IN THE BYLAWS OF THE CORPORATION. THE INITIAL MEMBER OF THE CORPORATION IS CHERRY BEKAERT ADVISORY LLC. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE CORPORATION HAVE ONLY THE FOLLOWING SPECIFICALLY ENUMERATED POWERS : (A) TO ELECT THE MEMBERS OF THE BOARD OF DIRECTORS; AND (B) TO REMOVE ANY MEMBER OF THE BOARD OF DIRECTORS, WITH OR WITHOUT CAUSE. FORM 990, PART VI, SECTION B, LINE 11B THE TREASURER OF THE ORGANIZATION IS RESPONSIBLE FOR REVIEWING THE FOUNDATION'S TAX RETURN IN DETAIL. A FINAL COPY IS PRESENTED TO THE FULL BOARD FOR FINAL REVIEW AND APPROVAL BEFORE SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.