Civic Intelligence

Triangle Community Foundation Inc

990T • Fiscal year 2023 • EIN 56-1380796

Jul 01, 2022 to Jun 30, 2023 • Filed on Mar 15, 2024

PO Box 12729Durham, NC 27709-2729

(919) 474-8370

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400M$300M$200M$100M$0Assets 2011: $141,020,891Liabilities 2011: $7,505,663Net Assets 2011: $133,515,2282011Assets 2012: $140,704,577Liabilities 2012: $8,047,083Net Assets 2012: $132,657,4942012Assets 2013: $156,504,905Liabilities 2013: $8,640,501Net Assets 2013: $147,864,4042013Assets 2014: $185,230,549Liabilities 2014: $12,586,944Net Assets 2014: $172,643,6052014Assets 2015: $195,970,914Liabilities 2015: $17,852,477Net Assets 2015: $178,118,4372015Assets 2016: $202,631,835Liabilities 2016: $17,135,749Net Assets 2016: $185,496,0862016Assets 2017: $224,962,417Liabilities 2017: $19,295,974Net Assets 2017: $205,666,4432017Assets 2018: $243,987,009Liabilities 2018: $17,513,642Net Assets 2018: $226,473,3672018Assets 2019: $238,147,636Liabilities 2019: $17,149,997Net Assets 2019: $220,997,6392019Assets 2020: $242,383,805Liabilities 2020: $16,052,217Net Assets 2020: $226,331,5882020Assets 2021: $302,593,887Liabilities 2021: $20,517,028Net Assets 2021: $282,076,8592021Assets 2022: $269,635,046Liabilities 2022: $17,536,794Net Assets 2022: $252,098,2522022Assets 2023: $281,678,721Liabilities 2023: $18,325,055Net Assets 2023: $263,353,6662023Assets 2024: $311,204,649Liabilities 2024: $17,966,019Net Assets 2024: $293,238,6302024

Latest loaded filing

2024

Assets$311,204,649
Liabilities$17,966,019
Net Assets$293,238,630

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60M$40M$20M$0-$20MRevenue 2011: $23,772,551Expenses 2011: $15,722,909Net Income 2011: $8,049,6422011Revenue 2012: $19,938,030Expenses 2012: $15,218,277Net Income 2012: $4,719,7532012Revenue 2013: $34,016,232Expenses 2013: $15,720,433Net Income 2013: $18,295,7992013Revenue 2014: $33,264,244Expenses 2014: $17,357,745Net Income 2014: $15,906,4992014Revenue 2015: $31,401,501Expenses 2015: $19,493,229Net Income 2015: $11,908,2722015Revenue 2016: $36,163,782Expenses 2016: $23,930,642Net Income 2016: $12,233,1402016Revenue 2017: $33,367,349Expenses 2017: $29,244,185Net Income 2017: $4,123,1642017Revenue 2018: $45,534,952Expenses 2018: $29,410,412Net Income 2018: $16,124,5402018Revenue 2019: $23,158,542Expenses 2019: $29,261,925Net Income 2019: -$6,103,3832019Revenue 2020: $40,730,034Expenses 2020: $32,699,705Net Income 2020: $8,030,3292020Revenue 2021: $28,260,487Expenses 2021: $26,718,046Net Income 2021: $1,542,4412021Revenue 2022: $54,285,368Expenses 2022: $35,493,570Net Income 2022: $18,791,7982022Revenue 2023: $30,227,826Expenses 2023: $31,644,448Net Income 2023: -$1,416,6222023Revenue 2024: $45,442,603Expenses 2024: $30,494,343Net Income 2024: $14,948,2602024

Latest loaded filing

2024

Revenue$45,442,603
Expenses$30,494,343
Net Income$14,948,260
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Mar 15, 2024
Return Version
2022v7.0
Mission and Program Overview

Mission

To enhance the lives of all residents of the triangle now and for future generations by building philanthropic assets, connecting resources with needs, and providing leadership on key community issues and opportunities.

Filing and Contact Details

Filer

Filer Name
Triangle Community Foundation Inc
EIN
56-1380796
Phone
9194748370
Address
PO BOX 12729, DURHAM, NC 27709-2729

Signing Officer

Name
Philip Lambert
Title
Treasurer
Phone
9194748370
Signed
2024-03-15
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
920 5TH AVENUE SUITE 2800, SEATTLE, WA 98104
Preparer
Sue Robison
Phone
2062814444
Raw XML Appendix119 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.

Path#Value
IRS1120ScheduleD/CapitalGainNetIncomeAmt0872842
IRS1120ScheduleD/Form4797GainOrLossAmt0735075
IRS1120ScheduleD/NetCapitalGainAmt0872842
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt0873768
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt0-926
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0138693
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0-926
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0-6191
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt112644
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt22275
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt397236
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt432729
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0DENHAM COMMODITY PARTNERS FUND VI LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1GEM REALTY FUND V, L.P.
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc2MONTAUK TRIGUARD FUND VI LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc3PERENNIAL REAL ESTATE FUND II, LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc4STEPSTONE PIONEER CAPITAL III LP
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt0138693
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0-926
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0PERENNIAL REAL ESTATE FUND II, LP
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt0-926
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/AvlblPre2018NOLCarryoverAmt0298482
IRS990T/BalanceDueAmt01012
IRS990T/BooksInCareOfDetail/PersonNm0ROBERT NAYLOR
IRS990T/BooksInCareOfDetail/PhoneNum09194748370
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 12729
IRS990T/BooksInCareOfDetail/USAddress/CityNm0DURHAM
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd0277092729
IRS990T/BookValueAssetsEOYAmt0281678721
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt010540
IRS990T/ESPenaltyAmt01091
IRS990T/ExtsnRequestIncomeTaxPaidAmt020000
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/NetOperatingLossDeductionAmt0298482
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PaidTaxLiabilityAmt00
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt0626999
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0525990
IRS990TScheduleA/CapitalGainNetIncomeAmt0872842
IRS990TScheduleA/NetOperatingLossDeductionAmt0425609
IRS990TScheduleA/OtherDeductionsAmt02860
IRS990TScheduleA/PrincipalBusinessActivityCd0525990
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt02860
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-39489
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0833353
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0833353
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc052 - RECIPIENT OF UBTI FROM ALTERNATIVE INVESTMENTS
IRS990TScheduleA/UBIBeforeNOLDedAmt0830493
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0404884
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt019921
IRS990T/TaxLessCreditsAmt019921
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt020000
IRS990T/TotalTaxAmt019921
IRS990T/TotalTaxComputationAmt019921
IRS990T/TotalUBTIAmt094862
IRS990T/TotalUBTIBeforeNOLSpecificAmt0394344
IRS990T/TotalUBTIBeforeSection199AAmt095862
IRS990T/TotalUBTIComputedAmt0404884
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PHILIP LAMBERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09194748370
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRIANGLE COMMUNITY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0TRIA
ReturnHeader/Filer/EIN0561380796
ReturnHeader/Filer/PhoneNum09194748370
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 12729
ReturnHeader/Filer/USAddress/CityNm0DURHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd0277092729
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0920 5TH AVENUE SUITE 2800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SEATTLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098104
ReturnHeader/PreparerPersonGrp/PhoneNum02062814444
ReturnHeader/PreparerPersonGrp/PreparationDt02024-03-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUE ROBISON
ReturnHeader/ReturnTs02024-03-21T09:27:30-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PHILIP
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LAMBERT
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$311$18.0$293$45.4$30.5$14.9
2023Detailed filing. Detailed filing data is available for this year.$282$18.3$263$30.2$31.6$1.42
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
2022Detailed filing. Detailed filing data is available for this year.$270$17.5$252$54.3$35.5$18.8
2021Detailed filing. Detailed filing data is available for this year.$303$20.5$282$28.3$26.7$1.54
2020Detailed filing. Detailed filing data is available for this year.$242$16.1$226$40.7$32.7$8.03
2019Detailed filing. Detailed filing data is available for this year.$238$17.1$221$23.2$29.3$6.10
2018Detailed filing. Detailed filing data is available for this year.$244$17.5$226$45.5$29.4$16.1
2017Detailed filing. Detailed filing data is available for this year.$225$19.3$206$33.4$29.2$4.12
2016Detailed filing. Detailed filing data is available for this year.$203$17.1$185$36.2$23.9$12.2
2015Detailed filing. Detailed filing data is available for this year.$196$17.9$178$31.4$19.5$11.9
2014Detailed filing. Detailed filing data is available for this year.$185$12.6$173$33.3$17.4$15.9
2013Summary only. Only limited summary data is available for this year.$157$8.64$148$34.0$15.7$18.3
2012Summary only. Only limited summary data is available for this year.$141$8.05$133$19.9$15.2$4.72
2011Summary only. Only limited summary data is available for this year.$141$7.51$134$23.8$15.7$8.05