Nonprofit · EIN 56-1380796
TRIANGLE COMMUNITY FOUNDATION
Tax-exempt · DURHAM, NC 27709
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $42,545,546 | $34,084,364 | $8,461,182 | $335,822,865 | $18,725,623 | $317,097,242 |
| June 30, 2024 | 990 | $45,442,603 | $30,494,343 | $14,948,260 | $311,204,649 | $17,966,019 | $293,238,630 |
| June 30, 2023 | 990 | $30,227,826 | $31,644,448 | -$1,416,622 | $281,678,721 | $18,325,055 | $263,353,666 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $25,963,208
- Program service revenue
- $0
- Investment income
- $16,504,343
- Net gain from sales of assets
- $10,301,174
- Other revenue
- $77,995
Expenses
- Grants and similar amounts paid
- $29,020,082
- Compensation of officers, directors and key employees
- $688,377
- Other salaries and wages
- $1,705,698
- Salaries, compensation and benefits (total)
- $2,837,646
- Professional fundraising fees
- $0
- Legal fees
- $8,943
- Accounting fees
- $69,405
- Occupancy
- $228,683
- Travel
- $38,664
- Depreciation
- $116,799
- Program services (functional)
- $30,742,369
- Management and general (functional)
- $2,925,726
- Fundraising (functional)
- $416,270
Balance sheet and other
- Total assets, start of year
- $311,204,649
- Total assets, end of year
- $335,822,865
- Total liabilities, end of year
- $18,725,623
- Net assets, end of year
- $317,097,242
- Land, buildings and equipment
- $148,553
- Publicly traded securities
- $204,843,313
- Net assets without donor restrictions
- $312,114,961
- Net assets with donor restrictions
- $4,982,281
- Gross unrelated business income
- $8,992
- Gross receipts
- $155,243,539
- Employees
- 26
- Volunteers
- 30
- Year formed
- 1983
- State of legal domicile
- NC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LORI O'KEEFE | PRESIDENT & CEO Officer | 40 | $232,553 | $42,195 |
| ROBERT NAYLOR | CFO Officer | 40 | $183,507 | $27,358 |
| LATOYA KING | COO Officer | 40 | $147,771 | $25,743 |
| LINDSAY HARRELL | DIRECTOR OF FINANCE Highest-paid employee | 40 | $142,594 | $20,136 |
| JENNIFER WELD | DIRECTOR OF MKTG & COMM Highest-paid employee | 40 | $106,110 | $31,378 |
| SARAH GUIDI | DIRECTOR OF COMMUNITY ENG Highest-paid employee | 40 | $103,925 | $11,851 |
| REBECCA BALTER | CHAIR Trustee or director, Officer | 0.5 | $0 | $0 |
| CRYSTAL GERMAN | VICE CHAIR Trustee or director, Officer | 0.5 | $0 | $0 |
| CAROLINE ABBOTT | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 |
| VIJAH SHAH | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 |
| ELIZABETH ARIAS | MEMBER Trustee or director | 0.5 | $0 | $0 |
| CREIGHTON BLACKWELL | MEMBER Trustee or director | 0.5 | $0 | $0 |
| MATT BULLARD | MEMBER Trustee or director | 0.5 | $0 | $0 |
| KEVIN DICK | MEMBER Trustee or director | 0.5 | $0 | $0 |
| RICK GUIRLINGER | MEMBER Trustee or director | 0.5 | $0 | $0 |
10 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LILYN HESTER | MEMBER Trustee or director | 0.5 | $0 |
| BERNARD HSU | MEMBER Trustee or director | 0.5 | $0 |
| LATOYA MONTAGUE | MEMBER Trustee or director | 0.5 | $0 |
| WAYNE MORGAN | MEMBER Trustee or director | 0.5 | $0 |
| RENEE PASCHAL | MEMBER Trustee or director | 0.5 | $0 |
| HILARY POLLAN | MEMBER Trustee or director | 0.5 | $0 |
| EVAN RALEIGH | MEMBER Trustee or director | 0.5 | $0 |
| PILAR ROCHA-GOLDBERG | MEMBER Trustee or director | 0.5 | $0 |
| LAURA VIRKLER | MEMBER Trustee or director | 0.5 | $0 |
| STELFANIE WILLIAMS | MEMBER Trustee or director | 0.5 | $0 |
990 for the year ended June 30, 2024: 23 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LORI O'KEEFE | PRESIDENT & CEO Officer | 40 | $216,888 | $39,103 |
| ROBERT NAYLOR | CFO Officer | 40 | $167,592 | $26,146 |
| LATOYA KING | COO Officer | 40 | $134,277 | $20,782 |
| LINDSAY HARRELL | DIRECTOR OF FINANCE Highest-paid employee | 40 | $126,173 | $18,838 |
| CHRIS DEVITA | CHAIR Trustee or director, Officer | 0.5 | $0 | $0 |
| LARRY ROCAMORA | VICE CHAIR Trustee or director, Officer | 0.5 | $0 | $0 |
| PHIL LAMBERT | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 |
| CRYSTAL GERMAN | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 |
| CAROLINE ABBOTT | MEMBER Trustee or director | 0.5 | $0 | $0 |
| REBECCA BALTER | MEMBER Trustee or director | 0.5 | $0 | $0 |
| CREIGHTON BLACKWELL | MEMBER Trustee or director | 0.5 | $0 | $0 |
| MATT BULLARD | MEMBER Trustee or director | 0.5 | $0 | $0 |
| MICHAEL GOODMON | MEMBER Trustee or director | 0.5 | $0 | $0 |
| RICK GUIRLINGER | MEMBER Trustee or director | 0.5 | $0 | $0 |
| RAVILA GUPTA | MEMBER Trustee or director | 0.5 | $0 | $0 |
| LILYN HESTER | MEMBER Trustee or director | 0.5 | $0 | $0 |
| LATOYA MONTAGUE | MEMBER Trustee or director | 0.5 | $0 | $0 |
| WAYNE MORGAN | MEMBER Trustee or director | 0.5 | $0 | $0 |
| HILARY POLLAN | MEMBER Trustee or director | 0.5 | $0 | $0 |
| EVAN RALEIGH | MEMBER Trustee or director | 0.5 | $0 | $0 |
| PILAR ROCHA-GOLDBERG | MEMBER Trustee or director | 0.5 | $0 | $0 |
| VIJAH SHAH | MEMBER Trustee or director | 0.5 | $0 | $0 |
| LAURA VIRKLER | MEMBER Trustee or director | 0.5 | $0 | $0 |
990 for the year ended June 30, 2023: 21 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LORI O'KEEFE | PRESIDENT & CEO Officer | 40 | $203,789 | $50,697 |
| ROBERT NAYLOR | CFO Officer | 40 | $153,990 | $30,392 |
| KENNETH BAROFF | VP DONOR DEV (UNTIL 01/23) Highest-paid employee | 40 | $146,368 | $11,593 |
| LINDSAY HARRELL | CONTROLLER Highest-paid employee | 40 | $121,539 | $18,330 |
| LATOYA KING | COO (AS OF 10/22) Officer | 40 | $26,029 | $976 |
| CHRIS DEVITA | CHAIR Trustee or director, Officer | 0.5 | $0 | $0 |
| MICHAEL SCHOENFELD | IMMEDIATE PAST CHAIR Trustee or director, Officer | 0.5 | $0 | $0 |
| LARRY ROCAMORA | VICE CHAIR Trustee or director, Officer | 0.5 | $0 | $0 |
| PHIL LAMBERT | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 |
| REBECCA BALTER | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 |
| CAROLINE ABBOTT | MEMBER Trustee or director | 0.5 | $0 | $0 |
| CREIGHTON BLACKWELL | MEMBER Trustee or director | 0.5 | $0 | $0 |
| CRYSTAL GERMAN | MEMBER Trustee or director | 0.5 | $0 | $0 |
| MICHAEL GOODMON | MEMBER Trustee or director | 0.5 | $0 | $0 |
| RAVILA GUPTA | MEMBER Trustee or director | 0.5 | $0 | $0 |
| LILYN HESTER | MEMBER Trustee or director | 0.5 | $0 | $0 |
| WAYNE MORGAN | MEMBER Trustee or director | 0.5 | $0 | $0 |
| VIJAY SHAH | MEMBER Trustee or director | 0.5 | $0 | $0 |
| TIM TROST | MEMBER Trustee or director | 0.5 | $0 | $0 |
| MELINDA WIGGINS | MEMBER Trustee or director | 0.5 | $0 | $0 |
| RICK GUIRLINGER | MEMBER Trustee or director | 0.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 12729, DURHAM, NC 27709-2729
- Principal officer (990 for 2024)
- LORI O'KEEFE, PO BOX 12729, DURHAM, NC 277092729
- Signed the 990
- CAROLINE ABBOTT, TREASURER
- Phone
- (919) 474-8370
- Website
- WWW.TRIANGLECF.ORG
- Return prepared by
- RSM US LLP
Mission
WE INSPIRE AND MOBILIZE GIVING, LEADERSHIP, AND ACTION.
Program accomplishments
- TRIANGLE COMMUNITY FOUNDATION CONNECTS PHILANTHROPIC RESOURCES WITH COMMUNITY NEEDS, CREATES OPPORTUNITY FOR ENLIGHTENED CHANGE AND ENCOURAGES PHILANTHROPY AS A WAY OF LIFE.Expenses $29,155,227 · grants $29,020,082
- PHILANTHROPIC EVENTS - EVENTS FOR NONPROFITS INCLUDE: FORUMS TO CONNECT WITH DONORS; CAPACITY BUILDING WORKSHOPS.Expenses $905,913
- DONOR SERVICES - SERVICES TO DONORS INCLUDE: MEETINGS WITH FOUNDATION STAFF; NETWORKING; EDUCATION AROUND LOCAL ISSUES.Expenses $681,229
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 56-1380796
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1984
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T310)
- Assets (IRS master file)
- $335,822,865
- Income (IRS master file)
- $155,243,539
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $42,545,546 | $34,084,364 | $335,822,865 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $45,442,603 | $30,494,343 | $311,204,649 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $30,227,826 | $31,644,448 | $281,678,721 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $54,285,368 | $35,493,570 | $269,635,046 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 56-1380796).
Questions about TRIANGLE COMMUNITY FOUNDATION
- What is the EIN of TRIANGLE COMMUNITY FOUNDATION?
- The employer identification number (EIN) of TRIANGLE COMMUNITY FOUNDATION is 56-1380796.
- Is TRIANGLE COMMUNITY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
- Are donations to TRIANGLE COMMUNITY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does TRIANGLE COMMUNITY FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of TRIANGLE COMMUNITY FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TRIANGLE COMMUNITY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of TRIANGLE COMMUNITY FOUNDATION?
- The 990 for the year ended June 30, 2025 names LORI O'KEEFE.
- Who are the officers and directors of TRIANGLE COMMUNITY FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 25 people; 6 received compensation from the organization, the highest $232,553 (LORI O'KEEFE, PRESIDENT & CEO).
- How much revenue does TRIANGLE COMMUNITY FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $42,545,546, expenses of $34,084,364 and total assets of $335,822,865 at year end.
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All nonprofits in DURHAM · North Carolina · Philanthropy, voluntarism and grantmaking foundations