Civic Intelligence

Cherry Bekaert Foundation

EIN 92-1413859 • 501(c)3 • Raleigh, NC

990-N CoverageNTEE T30

Profile

Cherry bekaert foundation is committed to carrying out our value of making a difference in our communities. We are focused on impacting where we live and work through volunteerism and financial support of national and local organizations. Our dedication to strengthening our communities and building for a better tomorrow is at the heart of what we do.

3800 Glenwood Ave Ste 200Raleigh, NC 27612

www.cbh.com/ABOUT/CHERRY-BEKAERT-FOUNDATION

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

Higher debt load relative to assets than 40% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

51st percentile

0.02x

Higher debt load relative to revenue than 51% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

3rd percentile

-122%

Higher net margin than 3% of similar nonprofits.

501(c)3 • $500k-$1M 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

12th percentile

-22%

Faster asset growth than 12% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

1st percentile

-85%

Faster revenue growth than 1% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Down

$884,109

Down $242,205 (-22%) from 2023

Liabilities

Down

$3,060

Down $29,974 (-91%) from 2023

Net Assets

Down

$881,049

Down $212,231 (-19%) from 2023

Revenue

Down

$174,149

Down $969,822 (-85%) from 2023

Expenses

Up

$386,329

Up $330,638 (+594%) from 2023

Net Income

Down

-$212,180

Down $1,300,460 (-119%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2023: $1,126,314Liabilities 2023: $33,034Net Assets 2023: $1,093,2802023Assets 2024: $884,109Liabilities 2024: $3,060Net Assets 2024: $881,0492024

Highlighted filing

2024

Assets$884,109
Liabilities$3,060
Net Assets$881,049

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2023: $1,143,971Expenses 2023: $55,691Net Income 2023: $1,088,2802023Revenue 2024: $174,149Expenses 2024: $386,329Net Income 2024: -$212,1802024

Highlighted filing

2024

Revenue$174,149
Expenses$386,329
Net Income-$212,180

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 15, 2025
Return Version
2024v5.2
Gross Receipts
$190,224
Mission and Program Overview

Mission

Cherry bekaert foundation is committed to carrying out our value of making a difference in our communities. We are focused on impacting where we live and work through volunteerism and financial support of national and local organizations. Our dedication to strengthening our communities and building for a better tomorrow is at the heart of what we do.

Our mission is to support and collaborate with organizations that align with cherry bekaert's shared values, contribute impactful resources, and inspire our people to engage in their communities. We provide grants to organizations based on the volunteer efforts coordinated by the people of cherry bekaert.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$560,522$596,276▲ $35,754
Cash and Non-Interest-Bearing Accounts$204,257$155,362▼ $48,895
Pledges and Grants Receivable$361,535$132,471▼ $229,064
Total Assets$1,126,314$884,109▼ $242,205
Liabilities
Accounts Payable and Accrued Expenses$33,034$3,060▼ $29,974
Total Liabilities$33,034$3,060▼ $29,974
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,093,280$881,049▼ $212,231
Total Net Assets Fund Balance$1,093,280$881,049▼ $212,231
Total Liabilities and Net Assets / Fund Balance$1,126,314$884,109▼ $242,205
Compensation and Service Providers

Board Members and Trustees

NameTitle
Susan MoserPresident
Ann BehrensDirector
Brad SmithDirector
Cynthia DanielDirector
Doug HelmDirector
Jackie ConnorDirector
Melissa QuinnDirector
Mitchell WeintraubDirector
Amy DosikDirector (thru 9/2024)
Luis GallardoSecretary (thru 9/2024)
Matthew SochaTreasurer & Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$130,653
Program Service Revenue
$0
Investment Income
$27,421
Other Revenue
$16,075
All Other Contributions
$130,653
Change in Net Assets
$-212,180
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$307,200
Other Expenses$79,129
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$307,200--$307,200
Office Expenses$6,555$3,366-$9,921
Conferences and Meetings-$4,431-$4,431
Insurance-$1,684-$1,684
Other Expenses$260--$260
Total Functional Expenses$376,848$9,481$0$386,329
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Junior Achievement USAColorado Springs, CO501(c)(3)SUPPORT THE ORGANIZATION'S MISSION$100,000
American Red CrossWashington, DC501(c)(3)SUPPORT THE ORGANIZATION'S MISSION$18,000
Direct ReliefSanta Barbara, CA501(c)(3)SUPPORT THE ORGANIZATION'S MISSION$18,000
Feeding Florida IncTallahassee, FL501(c)(3)SUPPORT THE ORGANIZATION'S MISSION$18,000
The Salvation Army - Emergency Disaster ServicesAtlanta, GA501(c)(3)SUPPORT THE ORGANIZATION'S MISSION$18,000
Oasis OpportunitiesTampa, FL501(c)(3)SUPPORT THE ORGANIZATION'S MISSION$10,000
People Loving NashvilleNashville, TN501(c)(3)SUPPORT THE ORGANIZATION'S MISSION$5,700
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$32,150
Gaming Direct Expenses$16,075
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
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The corporation is authorized to have one or more members with such designations, qualifications, and rights as set forth in the bylaws of the corporation. The initial member of the corporation is cherry bekaert advisory llc.

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

The members of the corporation have only the following specifically enumerated powers : (a) to elect the members of the board of directors; and (b) to remove any member of the board of directors, with or without cause.

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

The treasurer of the organization is responsible for reviewing the foundation's tax return in detail. A final copy is presented to the full board for final review and approval before submission to the irs.

Form 990, Part VI, Section C, Line 19

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

Filing and Contact Details

Filer

Filer Name
Cherry Bekaert Foundation
EIN
92-1413859
Phone
7035840224
Address
3800 GLENWOOD AVE STE 200, RALEIGH, NC 27612

Signing Officer

Name
Matthew Socha
Title
President
Phone
7049402680
Signed
2025-09-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Matthew Socha
Formed
2022
Legal Domicile
Nc
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
11

Preparer

Firm
Cherry Bekaert Advisory LLC
Address
3800 GLENWOOD AVE SUITE 200, RALEIGH, NC 27612
Preparer
Melanie Mcpeak
Phone
9197821040
Raw XML AppendixShowing 400 of 472 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt033034
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt03060
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0OUR MISSION IS TO SUPPORT AND COLLABORATE WITH ORGANIZATIONS THAT ALIGN WITH CHERRY BEKAERT'S SHARED VALUES, CONTRIBUTE IMPACTFUL RESOURCES, AND INSPIRE OUR PEOPLE TO ENGAGE IN THEIR COMMUNITIES. WE PROVIDE GRANTS TO ORGANIZATIONS BASED ON THE VOLUNTEER EFFORTS COORDINATED BY THE PEOPLE OF CHERRY BEKAERT.
IRS990/AllOtherContributionsAmt0130653
IRS990/AnnualDisclosureCoveredPrsnInd00
IRS990/BooksInCareOfDetail/PersonNm0MATTHEW SOCHA
IRS990/BooksInCareOfDetail/PhoneNum07049402680
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01111 METROPOLITAN AVE 900
IRS990/BooksInCareOfDetail/USAddress/CityNm0CHARLOTTE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd028204
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0204257
IRS990/CashNonInterestBearingGrp/EOYAmt0155362
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt04431
IRS990/ConferencesMeetingsGrp/TotalAmt04431
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0130653
IRS990/CYGrantsAndSimilarPaidAmt0307200
IRS990/CYInvestmentIncomeAmt027421
IRS990/CYOtherExpensesAmt079129
IRS990/CYOtherRevenueAmt016075
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-212180
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0386329
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0174149
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0CONNECTED EMPLOYEES TO VOLUNTEER ACTIVITIES AND SUPPORT COMMUNITY SERVICE INITIATIVES THROUGHOUT THE YEAR. CREATED A BETTER FUTURE BY PROVIDING RESOURCES AND TRAINING TO INSPIRE PHILANTHROPY AND GIVING BACK TO OUR COMMUNITIES. MADE A DIFFERENCE IN THE COMMUNITIES WHERE WE LIVE, WORK, AND PLAY THROUGH ORGANIZATIONS THAT ALIGNED WITH OUR AREAS OF FOCUS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0376848
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/PersonNm0SUSAN MOSER
IRS990/Form990PartVIISectionAGrp/PersonNm1MATTHEW SOCHA
IRS990/Form990PartVIISectionAGrp/PersonNm2LUIS GALLARDO
IRS990/Form990PartVIISectionAGrp/PersonNm3ANN BEHRENS
IRS990/Form990PartVIISectionAGrp/PersonNm4JACKIE CONNOR
IRS990/Form990PartVIISectionAGrp/PersonNm5CYNTHIA DANIEL
IRS990/Form990PartVIISectionAGrp/PersonNm6AMY DOSIK
IRS990/Form990PartVIISectionAGrp/PersonNm7DOUG HELM
IRS990/Form990PartVIISectionAGrp/PersonNm8MELISSA QUINN
IRS990/Form990PartVIISectionAGrp/PersonNm9BRAD SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm10MITCHELL WEINTRAUB
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER & SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY (THRU 9/2024)
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR (THRU 9/2024)
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02022
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd01
IRS990/GamingDirectExpensesAmt016075
IRS990/GamingGrossIncomeAmt032150
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt0307200
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0307200
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0307200
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0190224
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt01684
IRS990/InsuranceGrp/TotalAmt01684
IRS990/InvestmentIncomeGrp/ExclusionAmt027421
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt027421
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NC
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0CHERRY BEKAERT FOUNDATION IS COMMITTED TO CARRYING OUT OUR VALUE OF MAKING A DIFFERENCE IN OUR COMMUNITIES. WE ARE FOCUSED ON IMPACTING WHERE WE LIVE AND WORK THROUGH VOLUNTEERISM AND FINANCIAL SUPPORT OF NATIONAL AND LOCAL ORGANIZATIONS. OUR DEDICATION TO STRENGTHENING OUR COMMUNITIES AND BUILDING FOR A BETTER TOMORROW IS AT THE HEART OF WHAT WE DO.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01093280
IRS990/NetAssetsOrFundBalancesEOYAmt0881049
IRS990/NetIncomeFromGamingGrp/ExclusionAmt016075
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt016075
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01093280
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0881049
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03366
IRS990/OfficeExpensesGrp/ProgramServicesAmt06555
IRS990/OfficeExpensesGrp/TotalAmt09921
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/Desc1MEMBERSHIP AND DUES
IRS990/OtherExpensesGrp/ProgramServicesAmt062833
IRS990/OtherExpensesGrp/ProgramServicesAmt1260
IRS990/OtherExpensesGrp/TotalAmt062833
IRS990/OtherExpensesGrp/TotalAmt1260
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0361535
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0132471
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MATTHEW SOCHA
IRS990/PriorPeriodAdjustmentsAmt0-51
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01134338
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt048400
IRS990/PYInvestmentIncomeAmt02195
IRS990/PYOtherExpensesAmt07291
IRS990/PYOtherRevenueAmt07438
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01088280
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt055691
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01143971
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-212180
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0560522
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0596276
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0130653
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01134338
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01264991
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt027421
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02195
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt029616
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt01173293
IRS990ScheduleA/SubstantialContributorsTotAmt091698
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0130653
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01134338
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01264991
IRS990ScheduleA/TotalSupportAmt01318120
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt016075
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt07438
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt023513
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
IRS990ScheduleG/CharitableDistributionRqrInd00
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd00
IRS990ScheduleG/ExplanationIfNoTxt0NC GENERAL STATUTE SECTION 14-309.15 DOES NOT REQUIRE A SEPARATE LICENSE FOR A NONPROFIT ORGANIZATION TO CONDUCT A RAFFLE WITHIN THE STATE.
IRS990ScheduleG/GamingInformationGrp/CashPrizesOtherGamingAmt016075
IRS990ScheduleG/GamingInformationGrp/CashPrizesTotalGamingAmt016075
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt016075
IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt032150
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt032150
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt016075
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd01
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingPct01.00000
IRS990ScheduleG/GamingManagerCompensationAmt00
IRS990ScheduleG/GamingManagerIsDirectorOfcrInd0X
IRS990ScheduleG/GamingManagerPersonNm0ANN BEHRENS
IRS990ScheduleG/GamingManagerServicesProvTxt0THE 50/50 RAFFLE WAS CONDUCTED IN COORDINATION WITH A CONFERENCE BUT WAS NOT LIMITED TO CHERRY BEKAERT PARTNERS AND EMPLOYEES. IT WAS A VOLUNTEER LED INITIATIVE ORGANIZED AND RUN BY THE FUNRAISING COMMITTEE. ANN BEHRENS IS THE COMMITTEE CHAIR AND OVERSAW THE RAFFLE.
IRS990ScheduleG/GamingOtherFacilityPct00.00000
IRS990ScheduleG/GamingOwnFacilityPct01.00000
IRS990ScheduleG/GamingWithNonmembersInd00
IRS990ScheduleG/IndividualWithBooksNm0MATTHEW SOCHA
IRS990ScheduleG/LicensedInd00
IRS990ScheduleG/LicenseSuspendedEtcInd00
IRS990ScheduleG/MemberOfOtherEntityInd00
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine1Txt01111 METROPOLITAN AVENUE SUITE 900
IRS990ScheduleG/PersonsWithBooksUSAddress/CityNm0CHARLOTTE
IRS990ScheduleG/PersonsWithBooksUSAddress/StateAbbreviationCd0NC
IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCd028204
IRS990ScheduleG/StatesWhereGamingConductedCd0NC
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt018000
IRS990ScheduleI/RecipientTable/CashGrantAmt118000
IRS990ScheduleI/RecipientTable/CashGrantAmt218000
IRS990ScheduleI/RecipientTable/CashGrantAmt3100000
IRS990ScheduleI/RecipientTable/CashGrantAmt410000
IRS990ScheduleI/RecipientTable/CashGrantAmt55700
IRS990ScheduleI/RecipientTable/CashGrantAmt618000
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/IRCSectionDesc5501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt50
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt60
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT THE ORGANIZATION'S MISSION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1SUPPORT THE ORGANIZATION'S MISSION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2SUPPORT THE ORGANIZATION'S MISSION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3SUPPORT THE ORGANIZATION'S MISSION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4SUPPORT THE ORGANIZATION'S MISSION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5SUPPORT THE ORGANIZATION'S MISSION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6SUPPORT THE ORGANIZATION'S MISSION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0AMERICAN RED CROSS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1DIRECT RELIEF
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2FEEDING FLORIDA INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3JUNIOR ACHIEVEMENT USA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4OASIS OPPORTUNITIES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5PEOPLE LOVING NASHVILLE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6THE SALVATION ARMY - EMERGENCY DISASTER SERVICES
IRS990ScheduleI/RecipientTable/RecipientEIN0530196605
IRS990ScheduleI/RecipientTable/RecipientEIN1951831116
IRS990ScheduleI/RecipientTable/RecipientEIN2650467165
IRS990ScheduleI/RecipientTable/RecipientEIN3841267604
IRS990ScheduleI/RecipientTable/RecipientEIN4593715732
IRS990ScheduleI/RecipientTable/RecipientEIN5273589196
IRS990ScheduleI/RecipientTable/RecipientEIN6580660607
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0431 18TH ST NW
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt16100 WALLACE BECKNELL RD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt21493 MARKET ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt312320 ORACLE BLVD STE 310
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt46057 TAMPA PALMS BLVD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt54919 LOG CABIN RD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt61424 NORTHEAST EXPRESSWAY
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WASHINGTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SANTA BARBARA
IRS990ScheduleI/RecipientTable/USAddress/CityNm2TALLAHASSEE
IRS990ScheduleI/RecipientTable/USAddress/CityNm3COLORADO SPRINGS
IRS990ScheduleI/RecipientTable/USAddress/CityNm4TAMPA
IRS990ScheduleI/RecipientTable/USAddress/CityNm5NASHVILLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm6ATLANTA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0DC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2FL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3CO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4FL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5TN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6GA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd020006
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd193117
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd232312
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd380921
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd433647
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd537216
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd630329
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION SELECTS GRANT RECIPIENTS WHO ARE WELL ESTABLISHED IN THEIR COMMUNITY FOR SUPPORT OF EXISTING PROGRAMS. THE FOUNDATION DOES NOT HAVE AN APPLICATION FORM OR ACCEPT UNSOLICITED REQUESTS FOR FUNDS. THE FOUNDATION HAS A GRANT-MAKING COMMITTEE WHICH DETERMINES THE CAUSES AND ORGANIZATIONS TO SUPPORT EACH YEAR WITHIN THE ESTABLISHED BUDGET. FOR GRANTS IN EXCESS OF $10,000, THE FOUNDATION REQUIRES A REPORT FROM THE GRANTEE DESCRIBING HOW THE FUNDS WERE USED. THE FOUNDATION MAINTAINS THE FOLLOWING RECORDS - THE MINUTES OF THE MEETINGS IN WHICH GRANT RECIPIENTS ARE DETERMINED, THE LETTER ACCOMPANYING THE GRANT FUNDS IDENTIFYING THE PURPOSE OF THE GRANT, A COPY OF THE GRANTEE'S FORM 990 AND/OR FINANCIAL STATEMENTS IF RECEIVED, ACKNOWLEDGEMENT OF RECEIPT OF THE GRANT, AND FOLLOW-UP REPORTS, IF ANY.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt07
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE CORPORATION IS AUTHORIZED TO HAVE ONE OR MORE MEMBERS WITH SUCH DESIGNATIONS, QUALIFICATIONS, AND RIGHTS AS SET FORTH IN THE BYLAWS OF THE CORPORATION. THE INITIAL MEMBER OF THE CORPORATION IS CHERRY BEKAERT ADVISORY LLC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MEMBERS OF THE CORPORATION HAVE ONLY THE FOLLOWING SPECIFICALLY ENUMERATED POWERS : (A) TO ELECT THE MEMBERS OF THE BOARD OF DIRECTORS; AND (B) TO REMOVE ANY MEMBER OF THE BOARD OF DIRECTORS, WITH OR WITHOUT CAUSE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TREASURER OF THE ORGANIZATION IS RESPONSIBLE FOR REVIEWING THE FOUNDATION'S TAX RETURN IN DETAIL. A FINAL COPY IS PRESENTED TO THE FULL BOARD FOR FINAL REVIEW AND APPROVAL BEFORE SUBMISSION TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NC
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.