2026-07-15T11:21:06-05:00 2025-12-31 994260840 DOEREN MAYHEW 305 WEST BIG BEAVER ROAD TROY MI 48084 990 2025-01-01 923198587 TRULIANT FEDERAL CREDIT UNION FOUNDATION TRUL 8008220382 3200 TRULIANT WAY WINSTONSALEM NC 27103 ATTICUS SIMPSON EXECUTIVE DIRECTOR 3362932353 2026-07-13 1 MEGAN MCCANDLISH CPA P02452420 2482443000 2026-07-10 2025 2025-03-06 01:10:19Z ATTICUS SIMPSON 3200 TRULIANT WAY WINSTONSALEM NC 27103 775617 0 X TRULIANT.ORG/FOUNDATION X 2023 NC ESTABLISHED IN 2023, THE TRULIANT FOUNDATION IS A 501(C)(3) PUBLIC CHARITY WITH A PURPOSE TO LIFT UP AND TRANSFORM TRULIANT MEMBER COMMUNITIES THROUGH CHARITABLE GIVING, COLLABORATION, AND MEANINGFUL PARTNERSHIPS. THE FOUNDATION STRIVES TO BE A CATALYST OF GROWTH FOR ESTABLISHED NONPROFITS SEEKING THE SUPPORT AND GUIDANCE THEY NEED TO FLOURISH AND SPARK POSITIVE CHANGE IN THEIR COMMUNITIES. THE FOUNDATION ALSO PROVIDES COLLEGE SCHOLARSHIPS TO TRULIANT MEMBERS AND RELIEF FUNDS TO TRULIANT EMPLOYEES FACING UNFORESEEN PERSONAL HARDSHIPS. 6 1 0 14 0 0 0 752295 0 0 0 0 0 -33894 0 718401 0 535883 0 0 0 0 0 0 0 0 47844 0 583727 0 134674 0 142174 0 7500 0 134674 TO BE A CATALYST OF GROWTH FOR COMMUNITY NONPROFITS, PROVIDING THE FINANCIAL SUPPORT AND GUIDANCE THEY NEED TO FLOURISH AND SPARK POSITIVE CHANGE IN TRULIANT MEMBER COMMUNITIES. 0 0 535883 535883 TRULIANT FEDERAL CREDIT UNION FOUNDATION AIMS AND HAS DISBURSED TO 125 NONPROFIT ORGANIZATIONS AND PUBLIC SCHOOLS IN NC, SC, AND VA TO SUPPORT WORKFORCE EDUCATION, SOCIAL MOBILITY, AND FINANCIAL LITERACY EFFORTS WITHIN TRULIANT MEMBER COMMUNITIES. 535883 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 1 1 0 0 0 AL AK CA FL GA HI IL KS KY MD MA MI MN MS MO NH NJ NM NY NC ND OR PA RI SC TN VA WV WI X ANGELA COOKE 3362932123 3200 TRULIANT WAY WINSTONSALEM NC 27103 SHERRI THOMAS PRESIDENT 0.25 0.00 X X 0 0 0 PRECIOUS MCCLOUD VICE PRESIDENT 0.25 0.00 X X 0 0 0 TRICIA BEEKER SECRETARY 0.25 0.00 X X 0 0 0 ANGELA COOKE TREASURER 0.50 0.00 X X 0 0 0 ATTICUS SIMPSON EXECUTIVE DIRECTOR 20.00 0.00 X X 0 0 0 MARTHA LOGEMANN TRUSTEE 0.25 0.00 X 0 0 0 0 0 0 0 0 0 0 0 136574 615721 752295 23322 136574 57216 -33894 -33894 718401 0 0 -33894 495383 495383 40500 40500 9594 9594 11400 11400 11485 11485 6300 6300 18 18 DUES & SUBSCRIPTIONS 5153 5153 CREDIT CARD PROCESSING 2162 2162 SPONSORSHIPS 1230 1230 MISCELLANEOUS 500 500 2 2 583727 535883 47844 0 119674 22500 0 142174 7500 0 7500 X 134674 0 134674 0 142174 134674 0 X 0 0 0 X 752295 752295 752295 752295 752295 752295 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED FOUNDER'S DINNER 159896 136574 23322 6827 24605 1200 24584 159896 136574 23322 6827 24605 1200 24584 57216 -33894 1 FINANCIAL PATHWAYS OF THE PIEDMONT 7820 NORTH POINT BLVD SUITE 100 WINSTONSALEM NC 27106 561015074 501(C)(3) 20000 0 CHARITABLE CONTRIBUTION TO FURTHER PURSUE THE GOALS OF THIS ORGANIZATION. LITERACY NRV 195 WEST MAIN STREET CHRISTIANSBURG VA 24073 541244493 501(C)(3) 13000 0 CHARITABLE CONTRIBUTION TO FURTHER PURSUE THE GOALS OF THIS ORGANIZATION. THE WELLS CENTER INC PO BOX 11313 WINSTONSALEM NC 27116 421540552 501(C)(3) 8000 0 CHARITABLE CONTRIBUTION TO FURTHER PURSUE THE GOALS OF THIS ORGANIZATION. JENNINGS O'NEIL CAREER ACADEMY AND WORKFORCE DEVELOPMENT 2712 FREEDOM DRIVE SUITE B CHARLOTTE NC 28208 263616497 501(C)(3) 15000 0 CHARITABLE CONTRIBUTION TO FURTHER PURSUE THE GOALS OF THIS ORGANIZATION. MECKED 330 CAMP ROAD B74 CHARLOTTE NC 28206 561752043 501(C)(3) 10000 0 CHARITABLE CONTRIBUTION TO FURTHER PURSUE THE GOALS OF THIS ORGANIZATION. THE LOTUS CAMPAIGN 200 SOUTH COLLEGE STREET SUITE 200 CHARLOTTE NC 28202 824662347 501(C)(3) 10000 0 CHARITABLE CONTRIBUTION TO FURTHER PURSUE THE GOALS OF THIS ORGANIZATION. GREENVILLE TECH FOUNDATION 556 PERRY AVENUE SUITE B110 GREENVILLE SC 29611 570565961 501(C)(3) 10000 0 CHARITABLE CONTRIBUTION TO FURTHER PURSUE THE GOALS OF THIS ORGANIZATION. CENTER 360 201 NORTH MCDOWELL STREET 31653 CHARLOTTE NC 28231 474832156 501(C)(3) 10000 0 CHARITABLE CONTRIBUTION TO FURTHER PURSUE THE GOALS OF THIS ORGANIZATION. COMMUNITIES IN SCHOOLS OF CLEVELAND COUNTY INC 312 WST MARION STREET SHELBY NC 28150 561748914 501(C)(3) 9500 0 CHARITABLE CONTRIBUTION TO FURTHER PURSUE THE GOALS OF THIS ORGANIZATION. JUST DO IT MOVEMENT INC 601 E 5TH STREET SUITE 330B CHARLOTTE NC 28202 850641373 501(C)(3) 10000 0 CHARITABLE CONTRIBUTION TO FURTHER PURSUE THE GOALS OF THIS ORGANIZATION. BC CORP DBA BUILD CAROLINA 411 UNIVERSITY RIDGE SUITE 235 GREENVILLE SC 29601 823193937 501(C)(3) 9000 0 CHARITABLE CONTRIBUTION TO FURTHER PURSUE THE GOALS OF THIS ORGANIZATION. ZEALOUS EMPOWERING NURTURER 3811 PROSPERITY CHURCH ROAD CHARLOTTE NC 28269 822675769 501(C)(3) 10000 0 CHARITABLE CONTRIBUTION TO FURTHER PURSUE THE GOALS OF THIS ORGANIZATION. MY FACE INC PO BOX 773 WINSTONSALEM NC 27102 465614740 501(C)(3) 7500 0 CHARITABLE CONTRIBUTION TO FURTHER PURSUE THE GOALS OF THIS ORGANIZATION. WOMEN'S RESOURCE CENTER IN ALAMANCE COUNTY 411-B W FIFTH STREET BURLINGTON NC 27215 581917630 501(C)(3) 7000 0 CHARITABLE CONTRIBUTION TO FURTHER PURSUE THE GOALS OF THIS ORGANIZATION. FIRST IMPRESSION OF SOUTH CAROLINA 15 GRAND AVENUE GREENVILLE SC 29607 823774191 501(C)(3) 8500 0 CHARITABLE CONTRIBUTION TO FURTHER PURSUE THE GOALS OF THIS ORGANIZATION. JAMES JIM SHAW ACE ACADEMY 163 STRATFORD COURT SUITE 110 WINSTONSALEM NC 27103 811862359 501(C)(3) 8500 0 CHARITABLE CONTRIBUTION TO FURTHER PURSUE THE GOALS OF THIS ORGANIZATION. GREENVILLE LITERACY ASSOCIATION 225 S PLEASANTBURG DRIVE GREENVILLE SC 29607 570521414 501(C)(3) 10000 0 CHARITABLE CONTRIBUTION TO FURTHER PURSUE THE GOALS OF THIS ORGANIZATION. SCHERMCO FOUNDATION 809 WESTMERE AVENUE SUITE C-146 CHARLOTTE NC 28208 853967606 501(C)(3) 10000 0 CHARITABLE CONTRIBUTION TO FURTHER PURSUE THE GOALS OF THIS ORGANIZATION. DRESS FOR SUCCESS CHARLOTTE 500 CLANTON ROAD SUITE A CHARLOTTE NC 28217 562170625 501(C)(3) 25000 0 CHARITABLE CONTRIBUTION TO FURTHER PURSUE THE GOALS OF THIS ORGANIZATION. THE NORTH CAROLINA COUNCIL ON ECONOMIC EDUCATION 8380 SIX FORKS ROAD SUITE 102 RALEIGH NC 27615 237115503 501(C)(3) 10000 0 CHARITABLE CONTRIBUTION TO FURTHER PURSUE THE GOALS OF THIS ORGANIZATION. ANSWER SCHOLARSHIP 9805 SANDY ROCK PLACE SUITE C 208 CHARLOTTE NC 28277 810834789 501(C)(3) 7500 0 CHARITABLE CONTRIBUTION TO FURTHER PURSUE THE GOALS OF THIS ORGANIZATION. BOYS & GIRLS CLUB OF CLEVELAND COUNTY 412 WEST SUMTER STREET SHELBY NC 28105 560858863 501(C)(3) 7500 0 CHARITABLE CONTRIBUTION TO FURTHER PURSUE THE GOALS OF THIS ORGANIZATION. DREAM CENTER OF FORSYTH COUNTY 1201 N LIBERTY STREET WINSTONSALEM NC 27101 263196368 501(C)(3) 7500 0 CHARITABLE CONTRIBUTION TO FURTHER PURSUE THE GOALS OF THIS ORGANIZATION. RADFORD-FAIRLAWN DAILY BREAD PO BOX 3323 RADFORD VA 24143 541607968 501(C)(3) 10000 0 CHARITABLE CONTRIBUTION TO FURTHER PURSUE THE GOALS OF THIS ORGANIZATION. TINY HOUSE COMMUNITY DEVELOPMENT PO BOX 20691 GREENSBORO NC 27420 474942066 501(C)(3) 7500 0 CHARITABLE CONTRIBUTION TO FURTHER PURSUE THE GOALS OF THIS ORGANIZATION. VITTLES FOR VETS 7757 WALKER FARMS DRIVE RADFORD VA 24141 472454761 501(C)(3) 10000 0 CHARITABLE CONTRIBUTION TO FURTHER PURSUE THE GOALS OF THIS ORGANIZATION. WOMEN'S RESOURCE CENTER OF GREENSBORO 628 SUMMIT AVENUE GREENSBORO NC 27405 561891618 501(C)(3) 10000 0 CHARITABLE CONTRIBUTION TO FURTHER PURSUE THE GOALS OF THIS ORGANIZATION. EDUCATION FOUNDATION PO BOX 11406 WINSTONSALEM NC 27116 923843309 501(C)(3) 10000 0 CHARITABLE CONTRIBUTION TO FURTHER PURSUE THE GOALS OF THIS ORGANIZATION. HIGH POINT CHAMBER FOUNDATION PO BOX 5025 HIGH POINT NC 27262 581321573 501(C)(3) 10000 0 CHARITABLE CONTRIBUTION TO FURTHER PURSUE THE GOALS OF THIS ORGANIZATION. SECOND HARVEST FOOD BANK OF NORTHWEST NC 3330 SHOREFAIR DRIVE WINSTONSALEM NC 27105 581457912 501(C)(3) 25000 0 CHARITABLE CONTRIBUTION TO FURTHER PURSUE THE GOALS OF THIS ORGANIZATION. 30 0 SCHOLARSHIPS 20 40500 PART I, LINE 2: ORGANIZATIONS ARE INVITED TO SUBMIT AN APPLICATION TO RECEIVE GRANT FUNDING. APPLICATIONS ARE REVIEWED BY A COMMITTEE OF TRULIANT FEDERAL CREDIT UNION EMPLOYEES. THOSE SELECTED TO RECEIVE FUNDING ARE ASKED TO SUBMIT AN "IMPACT AND OUTCOMES REPORT" NO LATER THAN ONE YEAR FROM THEIR FUNDING DATE OR BEFORE THEY REQUEST ADDITIONAL FUNDING, WHICHEVER COMES FIRST. X DONATED GOODS - EVENTS - FOUNDERS' DINNER 54 61855 INVOICES PAID X DONATED GOODS - PROFESSIONAL SERVICES 16 22885 INVOICES PAID X DONATED GOODS - LEGAL FEES 7 9594 INVOICES PAID X DONATED GOODS - DUES & SUBSCRIPTIONS 26 4824 INVOICES PAID X DONATED GOODS - SOFTWARE FEES 1 2890 INVOICES PAID X DONATED GOODS - ADMINISTRATIVE FEES 5 819 INVOICES PAID 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B FINAL APPROVAL LIMITED TO EXECUTIVE DIRECTOR AND TREASURER. THE GOVERNING BODY IS ONLY INFORMED THAT A COPY OF THE FORM 990 IS AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. TRULIANT FEDERAL CREDIT UNION 3200 TRULIANT WAY WINSTONSALEM NC 27103 560582032 FEDERAL CREDIT UNION NC 501(C)(1) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 TRULIANT FEDERAL CREDIT UNION O 0 FMV