2025-10-01T13:53:39-05:00 2024-12-31 561965804 THOMAS JUDY & TUCKER PA 4700 FALLS OF NEUSE ROAD STE 400 RALEIGH NC 27609 990 2024-01-01 208715100 CAPTRUST COMMUNITY FOUNDATION INC CAPT 8002160645 4208 SIX FORKS ROAD 1700 RALEIGH NC 27609 GREG DELAGE TREASURER 8002160645 2025-10-01 1 0 MICHAEL A SHUSKO CPA P01314870 9195717055 2025-09-30 2024 2025-03-06 01:10:19Z GREG DELAGE 4208 SIX FORKS ROAD 1700 RALEIGH NC 27609 2876615 0 X WWW.CAPTRUSTCOMMUNITYFOUNDATION.ORG X 2007 NC TO ENRICH THE LIVES OF CHILDREN IN NEED IN THE COMMUNITIES WE SERVE. 20 20 0 350 0 0 623278 996334 0 0 35393 247185 96583 13255 755254 1256774 1150600 1582671 0 0 0 0 0 0 0 84288 58363 1234888 1641034 -479634 -384260 3171713 2846312 0 0 3171713 2846312 TO ENRICH THE LIVES OF CHILDREN IN THE COMMUNITIES WE SERVE BY SUPPORTING ORGANIZATIONS THROUGHOUT THE COUNTRY THAT SPECIFICALLY HELP CHILDREN WITH PHYSICAL DISABILITIES, ILLNESSES, ABUSE, POVERTY, ABSENCE OF A PARENT, AND MORE. 0 0 1585133 1582671 OUR GRANT PROGRAM FOCUSES ON LOCAL AND NATIONAL CHARITIES SERVING THE NEEDS OF CHILDREN. EACH YEAR A CHARITY OF CHOICE THAT IS COMMITTED TO ENRICHING THE LIVES OF CHILDREN, IS SELECTED TO RECEIVE A SUBSTANTIAL DONATION. SEVERAL NATIONAL GRANTS ARE ALSO AWARDED EACH YEAR THROUGH THE CCF'S PARTNERSHIP GRANT PROGRAM. OUR CRISIS GRANT PROGRAM IS DESIGNED TO HELP CHARITIES WHO ARE ASSISTING THOSE SEVERELY IMPACTED BY NATURAL DISASTER OR OTHER CRISIS. THROUGH THE EMPLOYEE GRANT PROGRAM, CAPTRUST EMPLOYEES MAY SUBMIT REQUESTS TO PROVIDE SMALL GRANTS TO CHARITIES. 12000 LAUNCHED IN 2021 THE FINANCIAL LITERACY PROGRAM WAS CREATED TO TEACH TEENS THREE KEY AREAS OF FINANCIAL LITERACY AND HELP THEM FIND A PATH TO BECOMING FINANCIALLY RESPONSIBLE. THE THREE AREAS INCLUDE: LICENSE TO DRIVE - DETAILS THE COSTS OF CAR OWNERSHIP, TEENPRENEUR - GUIDANCE FOR TEENS WHO WANT TO START THEIR OWN BUSINESS AND TEEN'S FIRST BUDGET - BUILDING GOOD MONEY HABITS, GOALS, AND CRAFTING A SAVINGS PLAN. PRESENTATIONS ARE DONE BY A TEAM OF VOLUNTEERS, ARE FREE OF CHARGE AND CAN BE DELIVERED EITHER VIRTUALLY OR IN PERSON AND LAST BETWEEN 30-60 MINUTES. 1597133 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 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 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 NC X GREG DELAGE 9196244009 4208 SIX FORKS ROAD RALEIGH NC 27609 X VERONICA KARAS CO-PRESIDENT 3.00 X X 0 0 0 BRYAN LEWIS CO-PRESIDENT 3.00 X X 0 0 0 GREG DELAGE TREASURER/FINANCE CHAIR 3.00 X X 0 0 0 HEATHER SHANAHAN GRANTS CHAIR 2.00 X 0 0 0 JACQUELYN GUTHRIE FUNDRAISING CHAIR 2.00 X 0 0 0 RHONDA DOWNUM VOLUNTEER CHAIR 2.00 X 0 0 0 MACKENZIE BALL EVENTS CHAIR 2.00 X 0 0 0 MEGAN LOFTIN SECRETARY 4.00 X X 0 0 0 CATHERINE CURRIN MARKETING CHAIR 2.00 X 0 0 0 MOLLY BROWN FINANCIAL LITERACY CHAIR 2.00 X 0 0 0 ASHLEY MAY REGIONAL CHAIR 2.00 X 0 0 0 MICHELLE MILLER BOARD MEMBER 1.00 X 0 0 0 PHILIP D'UNGER BOARD MEMBER 1.00 X 0 0 0 NATHAN ERICKSON BOARD MEMBER 1.00 X 0 0 0 JUANITA EVANS BOARD MEMBER 1.00 X 0 0 0 GIOVANNI TISO BOARD MEMBER 1.00 X 0 0 0 KARA CHASE BOARD MEMBER 1.00 X 0 0 0 ALEX THOMPSON BOARD MEMBER 1.00 X 0 0 0 JACKIE GONZALEZ BOARD MEMBER 1.00 X 0 0 0 MIKE VOLO BOARD MEMBER 1.00 X 0 0 0 0 0 0 0 0 0 0 0 99000 897334 996334 79193 79193 1737773 1569781 167992 167992 167992 63315 99000 50060 13255 13255 1256774 0 0 260440 1582671 1582671 6500 6500 348 348 3684 3684 480 241 239 183 183 30404 30404 326 326 FINANCIAL LITERACY PROG 12000 12000 GIFTS 2976 1489 1487 TAXES AND LICENSES 1462 732 730 1641034 1597133 43901 0 441721 471759 15335 20865 2714657 2353688 3171713 2846312 0 0 X 0 0 0 0 3171713 2846312 3171713 2846312 3171713 2846312 -384260 58859 0 X 0 0 0 X 4624498 739472 648438 623728 996334 7632470 4624498 739472 648438 623728 996334 7632470 3767537 3864933 6633 175298 82015 72832 79193 415971 8048441 444397 0.48020 0.51310 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 MUTUAL FUNDS 1978340 F EXCHANGE TRADED PRODUCTS 375348 F 2353688 CAPTRUST CUP 104000 99000 5000 45798 2249 AUCTION 29131 29131 1631 2 29184 29184 382 162315 99000 63315 45798 4262 50060 13255 1 OPERATION AIRDROP PO BOX 1271 BEDFORD TX 76095 822886264 501(C )(3) 15000 0 FINANCIAL SUPPORT MANNA FOOD BANK 627 SWANNANOA RIVER ROAD ASHEVILLE NC 28805 581514800 501(C )(3) 10000 0 FINANCIAL SUPPORT HARVEST HOUSE CHURCH HELENE DISASTER RELIEF FUND 247 BOONE HEIGHTS DRIVE BOONE NC 28607 561238659 501(C )(3) 10000 0 FINANCIAL SUPPORT BELOVED ASHEVILLE 32 OLD CHARLOTTE HIGHWAY ASHEVILLE NC 28803 843381632 501(C )(3) 10000 0 FINANCIAL SUPPORT BABYCYCLE INC 6511 43RD STREET 1811 PINELLAS PARK FL 33781 463452785 501(C )(3) 10000 0 FINANCIAL SUPPORT BABIES NEED BOTTOMS INC 4730 HARGROVE ROAD RALEIGH NC 27616 823574436 501(C )(3) 10000 0 FINANCIAL SUPPORT BOUNTY & SOUL 50 WOODLAND HILLS ROAD ASHEVILLE NC 28804 464759362 501(C )(3) 10000 0 FINANCIAL SUPPORT JAARS INC PO BOX 248 WAXHAW NC 28173 560818833 501(C )(3) 10000 0 FINANCIAL SUPPORT COAD FLORIDA DBA GULF COAST PARTNERSHIP INC 408 TAMIAMI TRAIL UNIT 121 PUNTA GORDA FL 33950 383913077 501(C )(3) 12500 0 FINANCIAL SUPPORT SAMARTIAN'S PURSE PO BOX 3000 BOONE NC 28607 581437002 501(C )(3) 15000 0 FINANCIAL SUPPORT PINELLAS COMMUNITY FOUNDATION 17755 US HIGHWAY 19 SUITE 150 CLEARWATER FL 33764 237113194 501(C )(3) 12500 0 FINANCIAL SUPPORT GIRLUP GVL PO BOX 1446 GREENVILLE SC 29602 850718280 501(C )(3) 8000 0 FINANCIAL SUPPORT HEARTS WITH HANDS PO BOX 6444 ASHEVILLE NC 28116 562073075 501(C )(3) 15000 0 FINANCIAL SUPPORT BANNER ELK FIRE AND RESCUE FOUNDATION PO BOX 175 BANNER ELK NC 28604 813118641 501(C )(3) 15000 0 FINANCIAL SUPPORT METROPOLITAN MINISTRIES INC 2002 N FLORIDA AVE TAMPA FL 33602 591477007 501(C )(3) 15000 0 FINANCIAL SUPPORT TEAM RUBICON 5230 PACIFIC CONCOURSE DRIVE SUITE 200 LOS ANGELES CA 90045 271720480 501(C )(3) 15000 0 FINANCIAL SUPPORT LITTLE BIT THERAPEUTIC RIDING CENTER 18675 NE 106TH STREET REDMOND WA 95052 911012131 501(C )(3) 25000 0 FINANCIAL SUPPORT CHILDREN'S CANCER PARTNERS OF THE CAROLINAS 900 SOUTH PINE STREET SUITE F SPARTANBURG SC 29302 202511033 501(C )(3) 25000 0 FINANCIAL SUPPORT DOWNTOWN BOXING GYM YOUTH PROGRAM 6445 EAST VERNOR HIGHWAY DETROIT MI 48207 275106242 501(C )(3) 25000 0 FINANCIAL SUPPORT ROSIE'S HOUSE A MUSIC ACADEMY FOR CHILDREN 919 EAST JEFFERSON STREET PHOENIX AZ 85034 860650451 501(C )(3) 25000 0 FINANCIAL SUPPORT NOTE IN THE POCKET 4730 HARGROVE ROAD RALEIGH NC 27616 462574332 501(C )(3) 7000 0 FINANCIAL SUPPORT HENDERSON COUNTY RESCUE SQUAD 2529 ASHEVILLE HIGHWAY HENDERSONVILLE NC 28791 237011493 501(C )(3) 5500 0 FINANCIAL SUPPORT BAPTISTS ON A MISSION PO BOX 1107 CARY NC 27512 203648746 501(C )(3) 5500 0 FINANCIAL SUPPORT ALL SOULS COUNSELING CENTER 35 ARLINGTON STREET ASHEVILLE NC 28803 562200862 501(C )(3) 5500 0 FINANCIAL SUPPORT COLABORATIVA LA MILPA 528 EMMA ROAD ASHEVILLE NC 28806 208303608 501(C )(3) 5500 0 FINANCIAL SUPPORT GOD'S PIT CREW 2499 NORTH MAIN STREET DANVILLE VA 24540 541974979 501(C )(3) 5500 0 FINANCIAL SUPPORT EBLEN CHARITIES 23 HAMILTON STREET ASHEVILLE NC 28801 561758077 501(C )(3) 5500 0 FINANCIAL SUPPORT GREATER GOOD CHARITIES 301 UNION STREET 21308 SEATTLE WA 98111 204846675 501(C )(3) 5500 0 FINANCIAL SUPPORT TRACY AND SUNSHINE GANTT MINISTRIES - PICKENS COUNTY SHELTER OF HOPE PO BOX 223 EASLEY SC 29641 473704403 501(C )(3) 5500 0 FINANCIAL SUPPORT WONDERS & WORRIES 4383 MEDICAL DRIVE SUITE 127 SAN ANTONIO TX 78229 743012982 501(C )(3) 27500 0 FINANCIAL SUPPORT NEIGHBOR TO NEIGHBOR 1200 SOUTH BLOUNT STREET RALEIGH NC 27601 562016457 501(C )(3) 100000 0 FINANCIAL SUPPORT PART I, LINE 2: THE FOUNDATION HAS A SCREENING PROCESS TO HELP ENSURE THAT THE MONIES WILL GO TO CHARITIES THAT DO WORK THAT IS IN LINE WITH OUR MISSION STATEMENT. IF AN ORGANIZATION IS APPROVED, THE CORRESPONDENCE THAT GOES ALONG WITH THE CHECK INDICATES HOW WE WOULD PREFER THE MONEY TO BE SPENT. FORM 990, PART VI, SECTION B, LINE 11B EACH BOARD MEMBER RECEIVES A COPY OF THE 990 WHICH IS PREPARED BY AN INDEPENDENT ACCOUNTANT AND REVIEWED BY THE TREASURER AND FINANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER IS EXPECTED TO READ AND FAMILIARIZE THEMSELVES WITH THE POLICY AND IS REQUIRED TO ABSTAIN FROM CASTING A VOTE WHERE A CONFLICT OR POTENTIAL CONFLICT IS PRESENT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST