David and Helen Congdon Family Foundation

EIN 85-3026628 • High Point, NC

1030 Rockford RoadHigh Point, NC 27262

Siviq Scores

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

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE T22 • $1M-$5M nonprofits • Source year 2024

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE T22 • $1M-$5M nonprofits • Source year 2024

99%

Higher net margin than 95% of similar nonprofits.

NTEE T22 • $1M-$5M nonprofits • Source year 2024

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

NTEE T22 • $1M-$5M nonprofits • Source year 2024

583%

Faster asset growth than 98% of similar nonprofits.

NTEE T22 • $1M-$5M nonprofits • Annualized from 2023 to 2024

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet

Liabilities / Assets85th percentile

Assets

$1,575,273

Up $1,344,498 (+583%) from 2023

Liabilities

Down

Down $1 (-100%) from 2023

Net Assets

$1,575,273

Up $1,344,498 (+583%) from 2023

Operations

Liabilities / Revenue85th percentile Net Margin95th percentile

Revenue

$1,358,426

Up $1,364,132 (+23907%) from 2023

Expenses

$13,928

Up $4,773 (+52%) from 2023

Net Income

$1,344,498

Up $1,359,359 (+9147%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth98th percentile

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

Highlighted filing

2024

Assets$1,575,273

Liabilities$0

Net Assets$1,575,273

Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2024

Revenue$1,358,426

Expenses$13,928

Net Income$1,344,498

Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $1,575,273
Liabilities: $0
Net assets: $1,575,273
Revenue: $1,358,426
Expenses: $13,928
Net income: $1,344,498

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$1.58	$0.00	$1.58	$1.36	$0.01	$1.34
2023Detailed filing. Detailed filing data is available for this year.	$0.23	$0.00	$0.23	$0.01	$0.01	$0.01
2022Detailed filing. Detailed filing data is available for this year.	$0.25	$0.00	$0.25	$0.00	$0.01	$0.00
2021Detailed filing. Detailed filing data is available for this year.	$0.25	$0.00	$0.25	$0.01	$0.01	$0.00
2020Detailed filing. Detailed filing data is available for this year.	$0.25	$0.00	$0.25	$0.25	$0.00	$0.25

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Jan 1, 2024 to Dec 31, 2024
Signed: Oct 21, 2025
Return Version: 2024v5.2

Compensation and Service Providers

Top Officer Pay82nd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
David S Congdon	Dir, Pres, Sec, Treas	-	$0	-	-
Helen Congdon	Dir, VP	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: David and Helen Congdon Family Foundation
EIN: 85-3026628
In Care Of: % DAVID CONGDON
Phone: 8008391754
Address: 1030 Rockford Road, High Point, NC 27262

Signing Officer

Name: David S Congdon
Title: President
Phone: 8008391754
Signed: 2025-10-21
Discuss with paid preparer: Yes

Preparer

Firm: Foundation Source
Address: 3333 New Hyde Park Rd Ste 406, New Hyde Park, NY 11042
Preparer: Jeffrey D Haskell
Phone: 8008391754

Raw XML Appendix285 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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IRS990ScheduleB/ContributorInformationGrp/ContributorNum	2	3
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	Congdon David S
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	1	Earl Congdon 2019 CLAT
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	2	Kathryn Congdon 2019 CLAT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	500 Old Dominion Way
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	1	3290 Northside Parkway 7th Floor
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IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	1	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	1005850
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	1	166603
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	2	166603
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	0	1
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	0	1005850
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	0	OLD DOMINION FREIGHT LINE ODFL, 4490 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	0	2024-11-26
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	Document Review/Drafting
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	4178
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	4178
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	8742
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	25
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	8742
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	25
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	983
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	Investment Management Services
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	983
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm	0	Earl Congdon 2019 CLAT
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm	1	Kathryn Congdon 2019 CLAT
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt	0	3290 Northside Parkway 7th Floor
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt	1	3290 Northside Parkway 7th Floor
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm	0	Atlanta
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm	1	Atlanta
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd	0	GA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd	1	GA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd	0	30327
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd	1	30327
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	David S Congdon
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	President
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	8008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2025-10-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	David and Helen Congdon Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt	0	DAVI
ReturnHeader/Filer/EIN	0	853026628
ReturnHeader/Filer/InCareOfNm	0	% DAVID CONGDON
ReturnHeader/Filer/PhoneNum	0	8008391754
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	1030 Rockford Road
ReturnHeader/Filer/USAddress/CityNm	0	High Point
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	NC
ReturnHeader/Filer/USAddress/ZIPCd	0	27262
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Foundation Source
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	3333 New Hyde Park Rd Ste 406
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	New Hyde Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	11042
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Jeffrey D Haskell
ReturnHeader/ReturnTs	0	2025-10-23T06:38:24-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2024-01-01
ReturnHeader/TaxPeriodEndDt	0	2024-12-31
ReturnHeader/TaxYr	0	2024

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