Civic Intelligence

Community Investments Foundation

EIN 45-6930128 • 501(c)3 • Charlotte, NC

Profile

Community Investments Foundation (CIF) receives and manages gifts of business interests or other unique assets, until they can be liquidated, with the proceeds used in support of various charitable organizations.

220 N Tryon StreetCharlotte, NC 28202

none

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

7th percentile

0.00x

Higher debt load relative to assets than 7% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

8th percentile

0.02x

Higher debt load relative to revenue than 8% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Net Margin

4th percentile

-53%

Higher net margin than 4% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

7th percentile

-11%

Faster asset growth than 7% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

14th percentile

-13%

Faster revenue growth than 14% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Assets

Down

$68,814,677

Down $8,643,391 (-11%) from 2023

Liabilities

Up

$271,608

Up $131,524 (+94%) from 2023

Net Assets

Down

$68,543,069

Down $8,774,915 (-11%) from 2023

Revenue

Down

$16,512,191

Down $2,451,926 (-13%) from 2023

Expenses

Down

$25,261,721

Down $286,261 (-1.1%) from 2023

Net Income

Down

-$8,749,530

Down $2,165,665 (-33%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150M$100M$50M$0Assets 2012: $34,967,632Liabilities 2012: $217,608Net Assets 2012: $34,750,0242012Assets 2013: $50,313,414Liabilities 2013: $228,276Net Assets 2013: $50,085,1382013Assets 2014: $37,675,524Liabilities 2014: $175,147Net Assets 2014: $37,500,3772014Assets 2015: $39,231,464Liabilities 2015: $265,824Net Assets 2015: $38,965,6402015Assets 2016: $106,599,917Liabilities 2016: $169,259Net Assets 2016: $106,430,6582016Assets 2017: $58,803,765Liabilities 2017: $202,505Net Assets 2017: $58,601,2602017Assets 2018: $60,699,266Liabilities 2018: $169,316Net Assets 2018: $60,529,9502018Assets 2019: $64,298,775Liabilities 2019: $148,306Net Assets 2019: $64,150,4692019Assets 2020: $74,225,623Liabilities 2020: $135,738Net Assets 2020: $74,089,8852020Assets 2021: $101,933,737Liabilities 2021: $99,979Net Assets 2021: $101,833,7582021Assets 2022: $85,159,904Liabilities 2022: $131,106Net Assets 2022: $85,028,7982022Assets 2023: $77,458,068Liabilities 2023: $140,084Net Assets 2023: $77,317,9842023Assets 2024: $68,814,677Liabilities 2024: $271,608Net Assets 2024: $68,543,0692024

Highlighted filing

2024

Assets$68,814,677
Liabilities$271,608
Net Assets$68,543,069

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100M$50M$0-$50MRevenue 2012: $35,738,390Expenses 2012: $988,366Net Income 2012: $34,750,0242012Revenue 2013: $19,727,478Expenses 2013: $5,577,096Net Income 2013: $14,150,3822013Revenue 2014: $19,296,302Expenses 2014: $31,873,681Net Income 2014: -$12,577,3792014Revenue 2015: $15,492,464Expenses 2015: $14,027,201Net Income 2015: $1,465,2632015Revenue 2016: $99,766,542Expenses 2016: $32,301,524Net Income 2016: $67,465,0182016Revenue 2017: $38,549,119Expenses 2017: $86,378,192Net Income 2017: -$47,829,0732017Revenue 2018: $24,295,790Expenses 2018: $22,367,100Net Income 2018: $1,928,6902018Revenue 2019: $25,390,624Expenses 2019: $21,770,105Net Income 2019: $3,620,5192019Revenue 2020: $28,053,991Expenses 2020: $18,791,172Net Income 2020: $9,262,8192020Revenue 2021: $21,788,464Expenses 2021: $20,921,475Net Income 2021: $866,9892021Revenue 2022: $20,489,868Expenses 2022: $18,805,485Net Income 2022: $1,684,3832022Revenue 2023: $18,964,117Expenses 2023: $25,547,982Net Income 2023: -$6,583,8652023Revenue 2024: $16,512,191Expenses 2024: $25,261,721Net Income 2024: -$8,749,5302024

Highlighted filing

2024

Revenue$16,512,191
Expenses$25,261,721
Net Income-$8,749,530

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$68.8$0.27$68.5$16.5$25.3$8.75
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$77.5$0.14$77.3$19.0$25.5$6.58
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$85.2$0.13$85.0$20.5$18.8$1.68
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$102$0.10$102$21.8$20.9$0.87
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$74.2$0.14$74.1$28.1$18.8$9.26
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$64.3$0.15$64.2$25.4$21.8$3.62
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$60.7$0.17$60.5$24.3$22.4$1.93
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$58.8$0.20$58.6$38.5$86.4$47.8
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$107$0.17$106$99.8$32.3$67.5
2015Detailed filing. Detailed filing data is available for this year.$39.2$0.27$39.0$15.5$14.0$1.47
2014Summary only. Only limited summary data is available for this year.$37.7$0.18$37.5$19.3$31.9$12.6
2013Summary only. Only limited summary data is available for this year.$50.3$0.23$50.1$19.7$5.58$14.2
2012Summary only. Only limited summary data is available for this year.$35.0$0.22$34.8$35.7$0.99$34.8
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$16,952,908
Mission and Program Overview

Mission

Community Investments Foundation (CIF) receives and manages gifts of business interests or other unique assets, until they can be liquidated, with the proceeds used in support of various charitable organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$14,902,321$14,535,497▼ $366,824
Investments Other Securities$17,843,400$10,514,536▼ $7,328,864
Savings and Temporary Cash Investments$1,812,937$2,615,074▲ $802,137
Other Notes and Loans Receivable, Net$1,291,152$1,041,701▼ $249,451
Accounts Receivable$349,657$387,420▲ $37,763
Prepaid Expenses and Deferred Charges$20,440$21,710▲ $1,270
Pledges and Grants Receivable$20,000$0▼ $20,000
Total Assets$77,458,068$68,814,677▼ $8,643,391
Other Assets Total$41,218,161$39,698,739▼ $1,519,422
Liabilities
Accounts Payable and Accrued Expenses$140,084$267,001▲ $126,917
Grants Payable$0$4,607▲ $4,607
Total Liabilities$140,084$271,608▲ $131,524
Net Assets / Fund Balance
Net Assets With Donor Restrictions$61,644,918$51,511,502▼ $10,133,416
Net Assets Without Donor Restrictions$15,673,066$17,031,567▲ $1,358,501
Total Net Assets Fund Balance$77,317,984$68,543,069▼ $8,774,915
Total Liabilities and Net Assets / Fund Balance$77,458,068$68,814,677▼ $8,643,391

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$11,280,187$4,900,965$16,181,152
Land$3,232,800-$3,232,800
Equipment$22,510$75,033$97,543
Other Assets Org$39,698,739--
Closely Held Equity Interests$10,514,536--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Todd W MansfieldChair
Michael MarsicanoPresident & CEO
Chris PoplinDirector
Kieth CockrellDirector
Marian Steele ClarkDirector
Evan WolkofskyAssistant Deputy Counsel
Robin BarefootAssociate Counsel
Alyssa FedericoChief Financial Officer
Laura SmithExecutive VP
Nikhil SawantExecutive VP & CIO
Douglas W BensonSenior VP & General Counse
Elizabeth KiserSenior VP, Philanthropic a

Highest Paid Contractors

ContractorServicesLocationCompensation
Foundation For The CarolinasAdministrative Fees220 NORTH TRYON STREET, Charlotte, NC 28202$437,956
Revenue and Support

Revenue Composition

Contributions and Grants
$13,583,805
Program Service Revenue
$0
Investment Income
$2,783,570
Other Revenue
$144,816
All Other Contributions
$11,462,766
Change in Net Assets
$-8,749,530

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Secur Prtnrshp Trust Intrsts4$8,700,000Fair Market Value (FMV)
Securities Closely Held Stock1$1,867,766Fair Market Value (FMV)
Total Noncash Contributions5$10,567,766-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$23,842,981
Other Expenses$1,418,740
Total Fundraising Expense$55,474
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$23,842,981--$23,842,981
Fees for Services Other$402,204$462,593$35,189$899,986
Depreciation Depletion$128,557$147,859$11,248$287,664
Advertising$18,396$21,158$1,610$41,164
Fees for Service Investment Mgmnt Fees$6,909$7,947$605$15,461
Other Expenses$3,021$3,474$264$6,759
All Other Expenses$764$879$67$1,710
Conferences and Meetings$179$206$16$401
Total Functional Expenses$24,477,015$729,232$55,474$25,261,721
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Foundation for the CarolinasCharlotte, NC501(c)(3)Grantmaking$17,997,255
Foundation for the Charlotte Jewish CommunityCharlotte, NC501(c)(3)Grantmaking$5,722,008
Bradhams LegacyNew Bern, NC501(c)(3)Charitable Gift$51,813
Tryon Palace Foundation IncNew Bern, NC501(c)(3)Charitable Gift$40,000
Vanguard Charitable Endowment ProgramWarwick, RI501(c)(3)Charitable Gift$31,905
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

Under the foundation's trust agreement, the trustee (currently community real property holdings) appoints officers of the foundation.

Form 990, Part VI, Section B, Line 11B

A copy of the final form 990, without schedule b attached, is distributed to each voting member of the board prior to filing. The return is discussed at the next board meeting closest to the filing date. The board believes the redaction of schedule b prior to review is appropriate, in order to protect the confidentiality of the foundation's donors.

Form 990, Part VI, Section B, Line 12C

A conflict of interest policy, in compliance with national standards for community foundations and under foundation for the carolinas (supported organization) ethics policy, is distributed annually to all board members. The policy requires each board member, whether new or returning, to specify potential conflicts of interest, such as vendor relationships or grant recipient relationships. In addition, at each meeting, board members are asked to disclose potential conflicts of interest. Upon disclosure of a conflict, a board member must conform to the terms of the policy.

Form 990, Part VI, Section B, Line 15

Cif does not have any employees and therefore does not have a formal policy for determining compensation.

Form 990, Part VI, Section C, Line 19

Cif makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Community Investments Foundation
EIN
45-6930128
Phone
7049734500
Address
220 N TRYON STREET, CHARLOTTE, NC 28202

Signing Officer

Name
Alyssa Federico
Title
CFO
Phone
7049734500
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alyssa Federico
Formed
2012
Legal Domicile
Fl
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
4

Preparer

Firm
Cherry Bekaert Advisory LLC
Address
1111 METROPOLITAN AVE STE 900, CHARLOTTE, NC 28204
Preparer
Melanie Mcpeak
Phone
7043771678
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

The foundation and its supporting organizations are exempt from federal income tax under the provisions of section 501(c)(3) of the irc. In accordance with irc regulations, the foundation is taxed on unrelated business income, which consists of earnings from activities not related to the exempt purpose of the foundation. The foundation accounts for tax uncertainties based on a more likely than not recognition threshold whereby tax benefits are only recognized when the foundation believes that they have a greater than 50% likelihood of being sustained upon examination by taxing authorities. The foundation has evaluated all its tax positions and determined that it had no uncertain income tax positions as of december 31, 2024 or 2023.

Raw XML AppendixShowing 400 of 812 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt5436231
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt6245614
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt7258355
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt8228615
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt9202221
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10213325
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt11139084
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt5EXECUTIVE VP
IRS990/Form990PartVIISectionAGrp/TitleTxt6EXECUTIVE VP & CIO
IRS990/Form990PartVIISectionAGrp/TitleTxt7SENIOR VP & GENERAL COUNSE
IRS990/Form990PartVIISectionAGrp/TitleTxt8CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt9SENIOR VP, PHILANTHROPIC A
IRS990/Form990PartVIISectionAGrp/TitleTxt10ASSISTANT DEPUTY COUNSEL
IRS990/Form990PartVIISectionAGrp/TitleTxt11ASSOCIATE COUNSEL
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr02012
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt01518128
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantAmt023842981
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt04607
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt023842981
IRS990/GrantsToDomesticOrgsGrp/TotalAmt023842981
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01518128
IRS990/GrossReceiptsAmt016952908
IRS990/GrossRentsGrp/RealAmt0401742
IRS990/GrossSalesOfInventoryAmt0183791
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0925834
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01265442
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt0339608
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt017843400
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt010514536
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04975998
IRS990/LandBldgEquipBasisNetGrp/BOYAmt014902321
IRS990/LandBldgEquipBasisNetGrp/EOYAmt014535497
IRS990/LandBldgEquipCostOrOtherBssAmt019511495
IRS990/LegalDomicileStateCd0FL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LessRentalExpensesGrp/RealAmt0404837
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0COMMUNITY INVESTMENTS FOUNDATION (CIF) RECEIVES AND MANAGES GIFTS OF BUSINESS INTERESTS OR OTHER UNIQUE ASSETS, UNTIL THEY CAN BE LIQUIDATED, WITH THE PROCEEDS USED IN SUPPORT OF VARIOUS CHARITABLE ORGANIZATIONS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt077317984
IRS990/NetAssetsOrFundBalancesEOYAmt068543069
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01518128
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01518128
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0147911
IRS990/NetIncomeOrLossGrp/UnrelatedBusinessRevenueAmt0147911
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt016263
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-3095
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt0-19358
IRS990/NetUnrelatedBusTxblIncmAmt0245700
IRS990/NetUnrlzdGainsLossesInvstAmt0-25386
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt015673066
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt017031567
IRS990/NoncashContributionsAmt010567766
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt041218161
IRS990/OtherAssetsTotalGrp/EOYAmt039698739
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0UBI TAX EXPENSE
IRS990/OtherExpensesGrp/Desc1EQUIPMENT EXPENSE
IRS990/OtherExpensesGrp/Desc2DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/FundraisingAmt06023
IRS990/OtherExpensesGrp/FundraisingAmt1452
IRS990/OtherExpensesGrp/FundraisingAmt2264
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt079180
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt15936
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt23474
IRS990/OtherExpensesGrp/ProgramServicesAmt068843
IRS990/OtherExpensesGrp/ProgramServicesAmt15161
IRS990/OtherExpensesGrp/ProgramServicesAmt23021
IRS990/OtherExpensesGrp/TotalAmt0154046
IRS990/OtherExpensesGrp/TotalAmt111549
IRS990/OtherExpensesGrp/TotalAmt26759
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt01291152
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt01041701
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt020000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt020440
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt021710
IRS990/PrincipalOfficerNm0ALYSSA FEDERICO
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt017819194
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt024039550
IRS990/PYInvestmentIncomeAmt0674760
IRS990/PYOtherExpensesAmt01508432
IRS990/PYOtherRevenueAmt0470163
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-6583865
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt025547982
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt018964117
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-8749530
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt02121039
IRS990/RentalIncomeOrLossGrp/RealAmt0-3095
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt016263
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01812937
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02615074
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE FOUNDATION PROVIDED GRANTS THIS YEAR TO OTHER PUBLIC CHARITIES IN FURTHERANCE OF ITS MISSION TO SUPPORT THE FOUNDATION FOR THE CAROLINAS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION A, QUESTION 6:
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0566047886
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt017997255
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0FOUNDATION FOR THE CAROLINAS
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt017997255
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt011280187
IRS990ScheduleD/BuildingsGrp/DepreciationAmt04900965
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt016181152
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/BookValueAmt010514536
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/MethodValuationCd0C
IRS990ScheduleD/EquipmentGrp/BookValueAmt022510
IRS990ScheduleD/EquipmentGrp/DepreciationAmt075033
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt097543
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd00
IRS990ScheduleD/LandGrp/BookValueAmt03232800
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt03232800
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt039698739
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0PARTNERSHIP INTERESTS
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION AND ITS SUPPORTING ORGANIZATIONS ARE EXEMPT FROM FEDERAL INCOME TAX UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE IRC. IN ACCORDANCE WITH IRC REGULATIONS, THE FOUNDATION IS TAXED ON UNRELATED BUSINESS INCOME, WHICH CONSISTS OF EARNINGS FROM ACTIVITIES NOT RELATED TO THE EXEMPT PURPOSE OF THE FOUNDATION. THE FOUNDATION ACCOUNTS FOR TAX UNCERTAINTIES BASED ON A MORE LIKELY THAN NOT RECOGNITION THRESHOLD WHEREBY TAX BENEFITS ARE ONLY RECOGNIZED WHEN THE FOUNDATION BELIEVES THAT THEY HAVE A GREATER THAN 50% LIKELIHOOD OF BEING SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE FOUNDATION HAS EVALUATED ALL ITS TAX POSITIONS AND DETERMINED THAT IT HAD NO UNCERTAIN INCOME TAX POSITIONS AS OF DECEMBER 31, 2024 OR 2023.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt014535497
IRS990ScheduleD/TotalBookValueOtherAssetsAmt039698739
IRS990ScheduleD/TotalBookValueSecuritiesAmt010514536
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt051813
IRS990ScheduleI/RecipientTable/CashGrantAmt117997255
IRS990ScheduleI/RecipientTable/CashGrantAmt25722008
IRS990ScheduleI/RecipientTable/CashGrantAmt340000
IRS990ScheduleI/RecipientTable/CashGrantAmt431905
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20

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