2024-05-01T11:01:57-04:00 2023-12-31 570568919 CANTEY TILLER PIERCE & GREEN LLP PO BOX 862 CAMDEN SC 29021 990 2023-01-01 561842095 CAROLINAS CREDIT UNION FOUNDATION CARO 3362996286 PO BOX 1787 COLUMBIA SC 29202 LAUREN WHALEY EXECUTIVE DIRECTOR 3362996286 2024-04-24 LAUREN WHALEY 888008888 false JANET M PIERCE P00498837 8034321436 2024-04-24 2023 2023-04-26 12:10:37Z LAUREN WHALEY 131 E INNES STREET SALISBURY NC 28144 4484833 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 3271607 4125628 0 50049 201837 13223 32123 3334879 4359588 3090765 3413154 0 264661 293708 0 58560 89955 97356 3445381 3804218 -110502 555370 4718312 5211747 245202 86571 4473110 5125176 TO PROVIDE EDUCATIONAL SCHOLARSHIPS, AND TO PROVIDE ASSISTANCE TO CREDIT UNIONS IN NORTH AND SOUTH CAROLINA, AND SPECIAL PROJECTS. false false 3632833 3413154 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. 3632833 true true false false false true false false false true true true false false false true true false false false false false false false true false false true true true false false false false false false false false false false false false false false false false false true 3 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 LAUREN WHALEY EXECUTIVE DI 40.00 X 163886 0 23236 JESSCIA BAKER DIRECTOR 1.00 X 0 0 0 CREIGHTON BLACKWELL DIRECTOR 1.00 X 0 0 0 LEIGH BRADY SECRETARY 1.00 X X 0 0 0 DAVID BREHMER VICE CHAIR 1.00 X X 0 0 0 BOB BRUNS DIRECTOR 1.00 X 0 0 0 FRANKIE DEDONATO DIRECTOR 1.00 X 0 0 0 PRECIOUS MCCLOUD DIRECTOR 1.00 X 0 0 0 JENNIFER PARKER DIRECTOR 1.00 X 0 0 0 LIZ PONDER DIRECTOR 1.00 X 0 0 0 ASHLEY RUFFIN DIRECTOR 1.00 X 0 0 0 DAN SCHLINE DIRECTOR 1.00 X 0 0 0 BRIAN SPONAUGLE CHAIR 1.00 X X 0 0 0 SAM WHITEHURST DIRECTOR 1.00 X 0 0 0 SCOTT WOODS DIRECTOR 1.00 X 0 0 0 GENICE DECORTE TREASURER 1.00 X 0 0 0 163886 23236 1 false true false 110000 4015628 8987 4125628 178837 178837 23000 23000 23000 23000 157368 110000 125245 32123 32123 4359588 23000 210960 2695652 2695652 717502 717502 239559 155713 47912 35934 36246 23560 7249 5437 17903 11637 3581 2685 12300 12300 33807 21975 6761 5071 1924 1250 385 289 8529 5544 1706 1279 19323 11458 7865 3595 3595 14393 14393 3485 3485 3804218 3632833 112825 58560 2998007 2943638 500000 1000000 186622 103014 65524 19789 11019 45735 1022664 1119360 4718312 5211747 198343 76824 46859 9747 245202 86571 X 4473110 5125176 4473110 5125176 4718312 5211747 555370 96696 X X false true X true false X 2238638 3197279 2889688 3271607 4125628 15722840 2238638 3197279 2889688 3271607 4125628 15722840 15722840 60307 30587 6827 50049 178837 326607 5187 5187 21979 238 209 50075 72299 144800 16199434 447 0.97060 0.98240 X PART II, LINE 10 OTHER 72,501 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13 1838321 1746563 1454628 true true 1286624 50000 1336624 1286624 1286624 1159259 127365 1286624 1109259 50000 1159259 1363167 253909 1109258 0.30000 0.70000 false false 65524 19789 45735 45735 BENEFICIAL INTEREST IN ASSETS 1076858 F 42502 C 1119360 X 4359588 4359588 4359588 3804218 3804218 3804218 SCHEDULE D, PAGE 2, PART V, LINE 4 ENDOWMENT FUNDS ARE USED TO PROVIDE EDUCATIONAL AND FINANCIAL NEED SCHOLARHSIPS SCHEDULE D, PAGE 3, PART X THE FOUNDATION'S PRIMARY TAX POSITIONS RELATE TO ITS STATUS AS A NOT-FOR- PROFIT ENTITY EXEMPT FROM INCOME TAXES AND CLASSIFICATION OF ACTIVITIES RELATED TO ITS EXEMPT PURPOSE. IT IS THE OPINION OF MANAGEMENT THAT THE FOUNDATION HAS NO UNCERTAIN TAX POSITIONS THAT WOULD BE SUBJECT TO CHANGE UPON EXAMINATION. 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N MARTIN LUTHER KING JR DR WINSTONSALEM NC 27101 472272568 10000 GENERAL SUPPORT WIRELESS RESEARCH CENTER OF NC 3331 HERITAGE TRADE DR STE 101 WAKE FOREST NC 27587 273397703 20000 GENERAL SUPPORT WOMENS RESEARCH CTR GREENSBORO 628 SUMMIT AVE GREENSBORO NC 27405 561891618 11500 GENERAL SUPPORT ZABS PLACE 6619 SARDIS RD CHARLOTTE NC 28270 862748481 10000 GENERAL SUPPORT ACADEMIC AND NEEDS-BASED 116 527500 DISASTER RELIEF 3 4000 HARDSHIP GRANTS 54 186002 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. DISASTER RELIEF FOR CREDIT UNION EMPLOYEES WHO HAVE EXPERIENCED A DISASTROUS EVENT. RECIPIENTS ARE REQUIRED TO COMPLETE A GRANT APPLICATION TO DEMONSTRATE FINANCIAL HARDSHIP FOLLOWING A DISASTER. 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. false false false false false false false false false LAUREN WHALEY EXECUTIVE DIRECTOR 163886 18640 4596 187122 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.