2026-08-13T16:12:38-04:00 2025-12-31 570568919 CANTEY TILLER PIERCE & GREEN LLP PO BOX 862 CAMDEN SC 29021 990 2025-01-01 561842095 CAROLINAS CREDIT UNION FOUNDATION CARO 3362996286 PO BOX 1787 COLUMBIA SC 29202 LAUREN WHALEY EXECUTIVE DIRECTOR 3362996286 2026-06-23 JANET M PIERCE P00498837 8034321436 2026-07-24 X 2025 2025-03-06 01:10:19Z LAUREN WHALEY 131 E INNES STREET SALISBURY NC 28144 2594263 false X WWW.CAROLINASFOUNDATION.ORG X 1993 NC ASSIST CREDIT UNIONS WITH CHARITABLE GIVING BY PROVIDING SCHOLARSHIPS AND COMMUNITY GRANTS. 15 15 4 100 0 4004829 2263070 0 152679 124800 9507 50798 4167015 2438668 3402166 2215499 0 330724 371973 0 81151 115250 190611 3848140 2778083 318875 -339415 5723150 5548264 172300 158304 5550850 5389960 TO PROVIDE EDUCATIONAL SCHOLARSHIPS, AND TO PROVIDE ASSISTANCE TO CREDIT UNIONS IN NORTH AND SOUTH CAROLINA, AND SPECIAL PROJECTS. false false 2514321 2215499 OUR FOUNDATION SERVES AS A PHILANTROPIC PARTNER TO ALL CREDIT UNIONS IN THE CAROLINAS THROUGH: EMPOWERING SOCIAL RESPONSIBILITY EFFORTS THAT ARE SELF- DIRECTED BY CREDIT UNIONS, CHAPTERS AND BUSINESS PARTNERS; INSPIRING CREDIT UNIONS BY SHARING AND CELEBRATING PHILANTHROPIC EFFORTS; AND COLLABORATING ON PROGRAMS AND PROJECTS THAT SUPPORT OUR COOPERATIVE PRINCIPLE OF CONCERN FOR THE COMMUNITY. OUR MISSION IS TO EMPOWER AND INSPIRE CREDIT UNIONS IN THE CAROLINAS THROUGH COLLABORATIVE OPPORUNITIES TO ENRICH OUR COMMUNITIES. 2514321 true true false false false true false false false true true true false false false false true false false false false false false false true false false true true true false false false false false false false false true false false false false false false false false true 0 0 4 true false false false false false false false false false false false false false false false false X 15 15 false false false false false false false true true false false false true true true false false true false false NC SC X STEPHANIE DENNING 8037264671 508 HAMPTON ST SUITE 300 COLUMBIA SC 29201 X LAUREN WHALEY EXECUTIVE DI 40.00 X 180348 0 39409 JESSICA BAKER CHAIR 1.00 X X 0 0 0 CREIGHTON BLACKWELL DIRECTOR 1.00 X 0 0 0 JAMA CAMPBELL DIRECTOR 1.00 X 0 0 0 GENICE DECORTE TREASURER 1.00 X X 0 0 0 FRANKIE DEDONATO SECRETARY 1.00 X X 0 0 0 FRED EISEL DIRECTOR 1.00 X 0 0 0 TERRI HENDRIX DIRECTOR 1.00 X 0 0 0 JOE MCCAIN DIRECTOR 1.00 X 0 0 0 PRECIOUS MCCLOUD DIRECTOR 1.00 X 0 0 0 LIZ PONDER DIRECTOR 1.00 X 0 0 0 ASHLEY RUFFIN VICE CHAIR 1.00 X X 0 0 0 DAN SCHLINE DIRECTOR 1.00 X 0 0 0 LINDA WEATHERFORD DIRECTOR 1.00 X 0 0 0 SAM WHITEHURST DIRECTOR 1.00 X 0 0 0 SCOTT WOODS DIRECTOR 1.00 X 0 0 0 180348 39409 1 false true false 114000 2149070 30000 2263070 124800 124800 206393 114000 155595 50798 50798 2438668 175598 1322256 1322256 893243 893243 282965 183927 56593 42445 63397 41208 12679 9510 25611 16647 5122 3842 12900 12900 5778 3741 1164 873 1669 1085 334 250 70748 45986 14150 10612 9581 6228 1916 1437 28779 16597 12182 38873 38873 17981 17981 4302 4302 2778083 2514321 182611 81151 4364661 2612245 1000000 98083 487240 103241 59146 34247 44095 1226159 1404684 5723150 5548264 154061 156104 18239 2200 172300 158304 X 5550850 5389960 5550850 5389960 5723150 5548264 -339415 178525 X X false false X 2889688 3271607 4125628 4004829 2263070 16554822 2889688 3271607 4125628 4004829 2263070 16554822 16554822 6827 50049 178837 152679 124800 513192 5187 9895 15082 209 50075 72299 64113 87314 274010 17357106 209 0.95380 0.96620 X PART II, LINE 10 OTHER 186,696 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12 349049 675067 986294 false false 1336624 253832 1590456 1336624 1336624 1286624 50000 1336624 1286624 1286624 1159259 127365 1286624 false false 103241 59146 44095 44095 BENEFICIAL INTEREST IN ASSETS 1350962 F 53722 C 1404684 2438668 2438668 2438668 2778083 2778083 2778083 SCHEDULE D, PAGE 2, PART V, LINE 4 ENDOWMENT FUNDS ARE USED TO PROVIDE EDUCATIONAL AND FINANCIAL NEED SCHOLARHSIPS CAROLINAS CUP 224926 114000 110926 55738 50323 GALA 87314 87314 4747 36186 6478 1 8153 8153 2123 320393 114000 206393 4747 91924 58924 155595 50798 false ACCLAIM FCU 1823 BANKING ST GREENSBORO NC 27408 11000 GENERAL SUPPORT AMERICAN CANCER SOCIETY BEAUMONT TX CHAPTER PO BOX 632008 HOUSTON TX 77263 131788491 7000 GENERAL SUPPORT APPALACHIAN STATE UNIVERSITY STUDENT ACCOUNT OFFICE ASU BOX 32005 BOONE NC 28608 28000 GENERAL SUPPORT BLUE FLAME CU 2000 CONTINENTAL BLVD CHARLOTTE NC 28273 10000 GENERAL SUPPORT BOUNTIFUL BLESSINGS FOOD PANTRY 25000 GENERAL SUPPORT CAROLINA FOOTHILLS FCU 520 N CHURCH ST SPARTANBURG SC 29303 11000 GENERAL SUPPORT CAROLINA CREDIT UNION LEAGUE 10165 GENERAL SUPPORT CIVIC FOUNDATION 130400 GENERAL SUPPORT CLAFLIN UNIVERSITY OFFICE OF FINANCIAL AID 400 MAGNOLIA ST ORANGEBURG SC 29115 7500 GENERAL SUPPORT CLEMSON UNIVERSITY OFFICE OF STUDENT FINANCIAL AID BOX 345307 CLEMSON SC 29634 36500 GENERAL SUPPORT COLLEGE OF THE HOLLY CROSS STUDENTS ACCOUNT OFFICE 1 COLLEGE ST WORCESTER MA 01610 7000 GENERAL SUPPORT DAVIDON COLLEGE 209 RIDGE ROAD PO BOX 5000 DAVIDSON NC 28035 13000 GENERAL SUPPORT DUKE UNIVERSITY PO BX 90759 DURHAM NC 27708 6000 GENERAL SUPPORT EMBASSY SUITES 9800 QUEENSWAY BLVD MYRTLE BEACH SC 29572 19349 GENERAL SUPPORT EMERGENCY RESPONDERS CU 1777 LINK ROAD WINSTONSALEM NC 27103 27000 GENERAL SUPPORT EMORY UNIVERSITY 200 DOWMAN DRIVE ATLANTA GA 30322 7500 GENERAL SUPPORT FAYETTEVILLE STATE UNIVERISTY 1200 MURCHISON ROAD FAYETTVILLE NC 28301 8000 GENERAL SUPPORT FIRST CAROLINA PEAPLE'S CU PO BOX 1637 GOLDSBORO NC 27533 11700 GENERAL SUPPORT GALA HOTEL ACCRUAL 36186 GENERAL SUPPORT GOODWILL INDUSTRIES NW NC 14000 GENERAL SUPPORT GRENSBORS CHAMBER FOUNDATION 111 W FEBRUARY PLACE GREENSBORO SC 29607 237181435 17500 GENERAL SUPPORT GREENSBORO CHAMBER OF COMMERENCE PO BOX 2346 GREENSBORO NC 27402 560245040 10000 GENERAL SUPPORT GREENSBORO CU 3701 WEST WENDOVER AVE GREENSBORO NC 27495 15000 GENERAL SUPPORT HABITAT FOR HUMANITY OF GREENVILLE PO BOX 1206 GREENVILLE SC 29602 570827063 26056 GENERAL SUPPORT HIGH POINY UNIVERSITY 1 UNIVERSITY PARKWAY HIGH POINT NC NC 27268 6000 GENERAL SUPPORT HOWARD UNIVERSITY 2400 SIXTH ST NW SUITE 218 WASHINGTON DC 20059 7000 GENERAL SUPPORT KALEIDEUM 120 WEST THIRD ST WINSTONSALEM NC 27101 560815746 15000 GENERAL SUPPORT KAY YOW CANCER FUND 11539 GENERAL SUPPORT LENOIR-RHYNE UNIVERSITY 625 7TH AVENUE LRU 7467 HICKORY NC 28601 8000 GENERAL SUPPORT LETITIA WELDON 10000 GENERAL SUPPORT LITHIUM FCU 1111 BESSEMER CITY/KING MT HWY BESSEMER CITY NC 28016 15000 GENERAL SUPPORT MEREDITH COLLEGE 3800 HILLSBOROUGH STREET RALEIGH NC 27607 7000 GENERAL SUPPORT MID CAROLINA CU 719 HIGHWAY 1 S LUGOFF SC 29078 8000 GENERAL SUPPORT NATIONAL CU FOUNDATION PO BOX 78880 MILWAUKEE WI 53278 391383650 10000 GENERAL SUPPORT NC AGRICULTURAL & TECHNICAL ST UNI 1601 E MARKET ST GREENSBORO NC 27411 23500 GENERAL SUPPORT NCRGOG 30000 GENERAL SUPPORT NC STATE UNIVERSITY-AOMPLEEP 16071 GENERAL SUPPORT NORTH CAROLINA STATE UNIVERSITY 2005 HARRIS HALL BOX 7302 RALEIGH NC 27695 44500 GENERAL SUPPORT ONTRACK FINANCIAL EDU & COUNSELING 12000 GENERAL SUPPORT OPPORTUNITY KNOCKS 12569 CORLISS AVENUS N SEATTLE WA 98311 852908305 10000 GENERAL SUPPORT PRISMA HEALTH MIDLANDS FOUNDATION 1600 MARION STREET COLUMBIA SC 29201 570725699 7029 GENERAL SUPPORT REBUILD UPSTATE 6000 GENERAL SUPPORT REVITY FCU 217 NORTH GREENE ST GREENSBORO NC 27401 10000 GENERAL SUPPORT ROAR OUTDOORS 12019 GENERAL SUPPORT SELF-MEMORIAL HOSPITAL FCU 315 EPTING AVE GREENWOOD SC 29646 16700 GENERAL SUPPORT SPC CREDIT UNION 204 N 5TH ST HARTSVILLE SC 29550 40000 GENERAL SUPPORT SPC CU HARDSHIP FUND 25000 GENERAL SUPPORT TCP CU 3051 WESTINGHOUSE RD RURAL HALL NC 27045 13695 GENERAL SUPPORT TERESA L SMI 10000 GENERAL SUPPORT THE CITADEL BRIGADIER FOUNDATION 171 MOULTREE ST CHARLESTON SC 29409 576028468 11000 GENERAL SUPPORT TRIAD GOODWILL 1235 S EUGENE ST GREENSBORO NC 27406 10000 GENERAL SUPPORT TRULIANT FCU 3200 TRULIANT WAY WINSTONSALEM NC 27103 55000 GENERAL SUPPORT UNC CHAPEL HILL 450 RIDGE RD SUITE 2215 CB 1400 CHAPEL HILL NC 27599 88000 GENERAL SUPPORT UNC CHARLOTTE 9201 UNIVERSITY CITY BLVD CHARLOTTE NC 28223 35000 GENERAL SUPPORT UNC GREENSBORO 159 MOSSMAN BUILDING GREENSBORO NC 27402 17000 GENERAL SUPPORT UNC WILMINGTON 601 SOUTH COLLEGE ROAD WILMINGTON NC 28403 18500 GENERAL SUPPORT UNIVERSITY OF MOUNT OLIVE 634 HENDERSON ST MOUNT OLIVE NC 28365 6000 GENERAL SUPPORT UNIVERSITY OF SOUTH CAROLINA 1244 BLOSSOM ST SUITE 128 COLUMBIA SC 29208 55000 GENEAL SUPPORT VERNER CENTER FOR EARLY LEARNING 7000 GENERAL SUPPORT WESTERN CAROLINA UNIVERSITY 1 UNIVERSITY DR CULLOWHEE NC 28723 27000 GENERAL SUPPORT WINSTON-SALEM STATE UNIVERSITY 601 S MLK JR DR WINSTON SALEM NC 27110 7500 GENERAL SUPPORT WORLDWIDE FOUNDATION FOR CUS PO BOX 78974 MILWAUKEE WI 53278 396093210 7500 GENERAL SUPPORT ACADEMIC AND NEEDS-BASED 308 722588 HARDSHIP GRANTS 34 170655 SCHEDULE I, PAGE 4, PART IV PART I, LINE 2: ACADEMIC AND NEEDS BASED SCHOLARSHIPS FOR HIGHER EDUCATION: RECIPIENTS ARE REQUIRED TO COMPLETE A SCHOLARSHIP APPLICATION TO QUALIFY AND THE SCHOLARSHIP AGREEMENT ONCE SELETED. HARDSHIP GRANTS FOR CREDIT UNION EMPLOYEES OR MEMBERS WHO ARE EXPERIENCING FINANCIAL HARDSHIP FOR REASONS BEYOND THEIR CONTROL. RECIPIENTS ARE REQUIRED TO COMPLETE A GRANT APPLICATION TO DEMONSTRATE FINANCIAL HARDSHIP. X false false false false false false false false false LAUREN WHALEY EXECUTIVE DIRECTOR 162792 15960 1596 36272 3137 219757 X 1 30000 false false false FORM 990, PAGE 6, PART VI, LINE 11B FORM 990 AND YEAR END FINANCIAL STATEMENTS ARE PROVIDED TO THE BOARD OF DIRECTORS AT THE BOARD MEETING IMMEDIATELY FOLLOWING THEIR COMPLETION. THEY ARE NOTED AS RECEIVED BY THE BOARD. FORM 990, PAGE 6, PART VI, LINE 12C BOARD MEMBERS ARE ASKED TO VOLUNTEER ANY CONFLICTS OF INTEREST AT THE BEGINNING OF EVERY BOARD MEETING. POTIENTAL CONFLICTS OF INTEREST ARE IDENTIFIED, ADDRESSED AND DOCUMENTED IN THE MEETING MINUTES. FORM 990, PAGE 6, PART VI, LINE 15A IN PRIOR YEARS, A SALARY SURVEY WAS COMPLETED BY AN OUTSIDE CONSULTING FIRM IN ORDER TO SUBSTANTIATE THE CEO COMPENSATION PACKAGE. FORM 990, PAGE 6, PART VI, LINE 19 CCUF'S AUDITED FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC VIEWING ON THE FOUNDATION'S WEBSITE. GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES ARE NOT POSTED ON THE WEBSITE BUT ARE AVAILABLE UPON REQUEST. FORM 990, PART XI FORM 990, PART IX, LINES 24B AND 24D CAROLINAS CREDIT UNION FOUNDATION DOES NOT ISSUE W2- FORMS. THE PRESIDENT IS PAID BY THE CAROLINA CREDIT UNION LEAGUE (CCUL). THE FOUNDATION REIMBURSES CCUL FOR ALL PAYROLL RELATED EXPENSES. FORM 990, PART XII FORM 990, PART XII, LINE 2C: THE OVERSIGHT/SELECTION PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.