TY 2023 Form 990

- TIN:

SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow

Attach to Form 990 or Form 990-EZ.
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Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization

CHARLOTTE COMMUNITY FOUNDATION INC

Employer identification number

65-0455319

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990) 2023

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..	923,185	2,408,508	1,157,906	2,840,724	8,088,415	15,418,738
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf ....
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3	923,185	2,408,508	1,157,906	2,840,724	8,088,415	15,418,738
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) ..						6,541,244
6	Public support. Subtract line 5 from line 4.						8,877,494

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
7	Amounts from line 4..	923,185	2,408,508	1,157,906	2,840,724	8,088,415	15,418,738
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	328,558	336,059	402,449	275,730	487,704	1,830,500
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..	6,705	14,004	22,735	21,905	20,163	85,512
11	Total support. Add lines 7 through 10						17,334,750

Gross receipts from related activities, etc. (see instructions) ..................

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2023 (line 6, column (f) divided by line 11, column (f)) .........

51.210 %

Public support percentage for 2022 Schedule A, Part II, line 14 ...............

64.720 %

16a

33 1/3% support test—2023. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2022. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

10%-facts-and-circumstances test—2022. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990) 2023

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
9	Amounts from line 6...
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.
11	Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2023 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2022 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2023 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2022 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests-2023. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3 % support tests—2022. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990) 2023

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990) 2023

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described on 11a above?

11b

A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer lines 3a and 3b below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990) 2023

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by 0.035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990) 2023

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2023 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2023	(iii) Distributable Amount for 2023
1 Distributable amount for 2023 from Section C, line 6
2 Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2023:
a From 2018.......
b From 2019.......
c From 2020.......
d From 2021.......
e From 2022.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2023 distributable amount
i Carryover from 2018 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2023 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2023 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2023, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2023. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2024. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2019.....
b Excess from 2020.....
c Excess from 2021.....
d Excess from 2022.....
e Excess from 2023.....

Schedule A (Form 990) (2023)

Schedule A (Form 990) 2023

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation
SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS:	DESCRIPTION: COMMUNITY GRANTS DATE: 08/28/20 AMOUNT: 3600000.

Schedule A (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Name of the organization

CHARLOTTE COMMUNITY FOUNDATION INC

Employer identification number

65-0455319

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990) (2023)

Schedule B (Form 990) (2023) Page 2

Name of organization CHARLOTTE COMMUNITY FOUNDATION INC

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)

Schedule B (Form 990) (2023)

Page 3

Name of organization CHARLOTTE COMMUNITY FOUNDATION INC		Employer identification number 65-0455319

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (2023)

Schedule B (Form 990) (2023)

Page 4


Name of organization CHARLOTTE COMMUNITY FOUNDATION INC			Employer identification number 65-0455319
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990) (2023)

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SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
right arrow

Attach to Form 990.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2022

Open to Public Inspection

Name of the organization

CHARLOTTE COMMUNITY FOUNDATION INC

Employer identification number

65-0455319

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........	30	61
2	Aggregate value of contributions to (during year)	647,200	7,429,801
3	Aggregate value of grants from (during year)	66,500	2,227,029
4	Aggregate value at end of year ........	1,607,882	20,225,381

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after July 25, 2006, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow

Number of states where property subject to conservation easement is located right arrow

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... right arrow

(ii)

Assets included in Form 990, Part X ............................... right arrow

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... right arrow

Assets included in Form 990, Part X ............................... right arrow

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2022

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....	7,515,346	9,146,518	8,603,441	7,211,722	6,237,647
b	Contributions ...	4,401,088	73,653	19,454	1,018,806	284,098
c	Net investment earnings, gains, and losses	1,332,434	-1,317,428	927,087	920,517	1,191,531
d	Grants or scholarships ...	502,688	378,838	403,464	547,604	501,554
e	Other expenditures for facilities and programs ...	2,084	8,559
f	Administrative expenses ....
g	End of year balance ......	12,744,096	7,515,346	9,146,518	8,603,441	7,211,722

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment right arrow

1.051 %

Permanent endowment right arrow

66.216 %

Term endowment right arrow

32.733 %

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....	293,514		293,514
b	Buildings ....	2,138,324	548,288	1,590,036
c	Leasehold improvements
d	Equipment ....	88,545	57,617	30,928
e	Other .....	9,724		9,724
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				1,924,202

Schedule D (Form 990) 2022

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
REFUNDABLE SECURITY DEPOSIT	1,300
AGENCY FUNDS	1,507,575







Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	1,508,875
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2022

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	9,996,693
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	1,551,194
b	Donated services and use of facilities .........	2b	250
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ...........	2d	98,029
e	Add lines 2a through 2d .....................			2e	1,649,473
3	Subtract line 2e from line 1..................			3	8,347,220
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a	27,054
b	Other (Describe in Part XIII.) ...........	4b	197,593
c	Add lines 4a and 4b....................			4c	224,647
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	8,571,867

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........			1	3,305,035
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a	250
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ...........	2d	13,750
e	Add lines 2a through 2d....................			2e	14,000
3	Subtract line 2e from line 1...................			3	3,291,035
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a	27,054
b	Other (Describe in Part XIII.) ...........	4b	197,916
c	Add lines 4a and 4b.....................			4c	224,970
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	3,516,005

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
PART V, LINE 4:	ENDOWMENT FUNDS ARE ADMINISTERED IN ACCORDANCE WITH THE TERMS OUTLINED IN AN ENDOWMENT FUND AGREEMENT OR OTHER BINDING DOCUMENTATION SUCH AS A LETTER OF INTENT FOR TESTAMENTARY GIFTS. DISTRIBUTIONS FROM ENDOWMENT FUNDS ARE MADE IN COMPLIANCE WITH FOUNDATION POLICIES, AND IN CONSULTATION WITH THE DONOR ENTITY AS APPROPRIATE. ENDOWMENT FUNDS FOR NONPROFIT ORGANIZATIONS, AGENCY OR DESIGNATED FUNDS, ARE TO SUPPORT THE ENTITY'S MISSION AS OUTLINED IN ITS BYLAWS.
PART X, LINE 2:	UNDER THE INCOME TAXES TOPIC OF THE FASB ACCOUNTING STANDARDS CODIFICATION, THE FOUNDATION HAS REVIEWED AND EVALUATED THE RELEVANT TECHNICAL MERITS OF EACH OF ITS TAX POSITIONS IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, AND DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS OF THE FOUNDATION.
PART XI, LINE 2D - OTHER ADJUSTMENTS:	CHANGE IN VALUE OF BENEFICIAL INTEREST IN TRUST 98,029.
PART XI, LINE 4B - OTHER ADJUSTMENTS:	RENTAL EXPENSE -13,750. AGENCY REVENUE 211,343.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	RENTAL EXPENSE 13,750.
PART XII, LINE 4B - OTHER ADJUSTMENTS:	AGENCY EXPENSE 197,916.

Schedule D (Form 990) 2022

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Schedule I
(Form 990)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization
CHARLOTTE COMMUNITY FOUNDATION INC

Employer identification number
65-0455319

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient

that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC section (if applicable)	(d) Amount of cash grant	(h) Purpose of grant or assistance
(1) GULF COAST PARTNERSHIP 408 TAMIAMI TRAIL UNIT 121 PUNTA GORDA,FL33950	38-3913077	501(C)(3)	462,500	SOCIAL SERVICES & WELFARE
(2) BOYS & GIRLS CLUBS OF CHARLOTTE COUNTY 21500 GIBRALTER DRIVE PORT CHARLOTTE,FL33952	65-0725247	501(C)(3)	281,000	SOCIAL SERVICES & WELFARE, EDUCATION
(3) CHARLOTTE PREPARATORY SCHOOL 365 ORLANDO BLVD PORT CHARLOTTE,FL33954	65-0661754	501(C)(3)	183,646	EDUCATION
(4) CHARLOTTE COUNTY HOMELESS COALITION INC 1476 KENESAW ST PORT CHARLOTTE,FL33948	65-0139525	501(C)(3)	161,000	SOCIAL SERVICES & WELFARE, HEALTH & MEDICAL
(5) VIRGINIA B ANDES VOLUNTEER COMMUNITY CLINIC 21297 OLEAN BLVD UNIT B CHARLOTTE HARBOR,FL33952	65-0958642	501(C)(3)	111,861	SOCIAL SERVICES & WELFARE, HEALTH & MEDICAL
(6) THE SALVATION ARMY POBOX 495126 PORT CHARLOTTE,FL33949	58-0660607	501(C)(3)	100,000	SOCIAL SERVICES & WELFARE
(7) GULF COAST COMMUNITY FOUNDATION 601 S TAMIAMI TRAIL VENICE,FL34285	59-1052433	501(C)(3)	80,150	FOUNDATIONS & PARTNERSHIPS - UNITED WAY
(8) SOCIETY OF ST VINCENT DEPAUL 25200 AIRPORT ROAD PUNTA GORDA,FL33950	80-0029958	501(C)(3)	74,430	SOCIAL SERVICES & WELFARE
(9) PEACE RIVER BOTANICAL & SCULPTURE GARDENS INC 5800 RIVERSIDE DR PUNTA GORDA,FL33982	26-3285783	501(C)(3)	65,000	SOCIAL SERVICES & WELFARE, ARTS, CULTURE
(10) CHARLOTTE HIVAIDS PEOPLE SUPPORT INC (CHAPS) 18200 PAULSEN DR PORT CHARLOTTE,FL33954	65-0498294	501(C)(3)	54,336	SOCIAL SERVICES & WELFARE
(11) CENTER FOR ABUSE & RAPE EMERGENCIES (CARE) PO BOX 510234 PUNTA GORDA,FL33951	59-2435059	501(C)(3)	51,000	SOCIAL SERVICES & WELFARE
(12) ANN STORCK CENTER 1790 SW 43RD WAY FORT LAUDERDALE,FL33317	59-2171081	501(C)(3)	50,000	HEALTH & MEDICAL
(13) PEACE RIVER COMMUNITY HOUSING PARTNERS 408 TAMIAMI TRAIL UNIT 121 PUNTA GORDA,FL33950	46-2200351	501(C)(3)	50,000	SOCIAL SERVICES & WELFARE
(14) PEACE RIVER WILDLIFE CENTER 3400 PONCE DE LEON PARKWAY PUNTA GORDA,FL33950	59-2535665	501(C)(3)	42,597	SOCIAL SERVICES & WELFARE, ANIMAL WELFARE, ENVIRONMENTAL & HISTORIC
(15) JESUS LOVES YOU MINISTRY INC PO BOX 380275 MURDOCK,FL33983	26-1128961	501(C)(3)	38,155	SOCIAL SERVICES & WELFARE
(16) PREGNANCY SOLUTIONS 504 E VENICE AVENUE VENICE,FL34285	65-1085310	501(C)(3)	34,987	FOUNDATIONS & PARTNERSHIPS - COMMUNITY GRANTS
(17) WINTERGARDEN PRESBYTERIAN CHURCH 18305 WINTERGARDEN AVENUE PORT CHARLOTTE,FL33948	23-6393377	501(C)(3)	30,000	SOCIAL SERVICES & WELFARE
(18) ANIMAL WELFARE LEAGUE OF CHARLOTTE COUNTY 3519 DRANCE STREET PORT CHARLOTTE,FL33980	59-1146309	501(C)(3)	27,495	CIVIC, ANIMAL WELFARE
(19) CHARLOTTE COUNTY HABITAT FOR HUMANITY INC 1750 MANZANA AVE PUNTA GORDA,FL33950	59-2870908	501(C)(3)	25,000	SOCIAL SERVICES & WELFARE
(20) GULFSHORE OPERA INC 9911 CORKSCREW ROAD STE 105 ESTERO,FL33928	47-0989874	501(C)(3)	25,000	HEALTH & MEDICAL
(21) YMCA OF SOUTHWEST FLORIDA 701 CENTER ROAD VENICE,FL34285	59-1629660	501(C)(3)	24,430	SOCIAL SERVICES & WELFARE
(22) BACK PACK KIDZ 1133 BAL HARBOR BLVD PUNTA GORDA,FL33950	37-1475987	501(C)(3)	24,430	SOCIAL SERVICES & WELFARE
(23) WATER 4 LIFE MOZAMBIQUE 42881 LAKE BABCOCK SUITE 200 BABCOCK RANCH,FL33982	46-5373602	501(C)(3)	23,095	SOCIAL SERVICES & WELFARE
(24) PUNTA GORDA HISTORICAL SOCIETY 118 SULLIVAN STREET PUNTA GORDA,FL33950	59-2361235	501(C)(3)	20,000	SOCIAL SERVICES & WELFARE
(25) TEAM PUNTA GORDA 227 SULLIVAN STREET PUNTA GORDA,FL33950	20-2375899	501(C)(3)	19,612	CIVIC
(26) MILITARY HERITAGE MUSEUM 900 W MARION AVENUE PUNTA GORDA,FL33950	65-1036360	501(C)(3)	18,016	CIVIC, SOCIAL SERVICES & WELFARE
(27) ECHO INC 17391 DURRANCE ROAD NORTH FORT MYERS,FL33917	23-7275283	501(C)(3)	15,000	ENVIRONMENTAL & HISTORIC
(28) SOUTHEASTERN GUIDE DOGS 4210 77TH STREET EAST PALMETTO,FL34221	59-2252352	501(C)(3)	15,000	ANIMAL WELFARE
(29) THE ACADEMY CHARLOTTE COUNTY PUBLIC SCHOOLS 18300 COCHRAN BLVD PORT CHARLOTTE,FL33948	99-9999999	501(C)(3)	15,000	EDUCATION
(30) CANINE CASTAWAYS INC PO BOX 3295 ARCADIA,FL34265	20-0416812	501(C)(3)	13,230	ENVIRONMENTAL & HISTORIC
(31) SUNCOAST HUMANE SOCIETY 6781 SAN CASA DRIVE ENGLEWOOD,FL34224	23-7174193	501(C)(3)	13,230	ENVIRONMENTAL & HISTORIC
(32) HOME BASE FLORIDA VETERAN AND FAMILY CARE 10501 FGCU BLVD S FT MYERS,FL33965	04-1564655	501(C)(3)	12,500	CIVIC
(33) PUNTA GORDA SYMPHONY INC PO BOX 511047 PUNTA GORDA,FL33951	59-2029342	501(C)(3)	11,000	ARTS & CULTURE
(34) SOUTHERN COAST K9 INC 690 META LANE NEW SMYRNA BEACH,FL32168	27-3253302		10,500	CIVIC; PURCHASE OF POLICE DOG FOR CHARLOTTE COUNTY SHERRIFF'S K9 UNIT
(35) FIRST PRESBYTERIAN CHURCH OF PORT CHARLOTTE 2230 HARIET STREET PORT CHARLOTTE,FL33952	59-1835089	501(C)(3)	10,000	FOUNDATIONS & PARTNERSHIPS - COMMUNITY GRANTS
(36) LOVELAND CENTER INC 4075 TAMIAMI TRAIL PORT CHARLOTTE,FL33952	59-1011392	501(C)(3)	10,000	SOCIAL SERVICES & WELFARE
(37) ST CHARLES BORROMEO CATHOLIC SCHOOL 21505 AUGUSTA AVENUE PORT CHARLOTTE,FL33952	59-0954766	501(C)(3)	10,000	EDUCATION
(38) THE LEGACY FOUNDATION AT SHELL POINT INC 15010 SHELL POINT BLVD FORT MYERS,FL33908	80-0002415	501(C)(3)	9,808	SOCIAL SERVICES & WELFARE
(39) DOCTORS WITHOUT BORDERS USA 333 SEVENTH AVENUE 2ND FLOOR NEW YORK,NY10001	13-3433452	501(C)(3)	9,314	HEALTH & MEDICAL
(40) GILSTAD LITERACY FOUNDATION 312 SULLIVAN STREET PUNTA GORDA,FL33950	87-2787392	501(C)(3)	8,575	EDUCATION
(41) EMPORIA STATE UNIVERSITY FOUNDATION 1500 HIGHLAND STREET EMPORIA,KS66801	48-6088461	501(C)(3)	8,000	EDUCATION
(42) NOEL NEIGHBORHOOD MINISTRIES INC 520 HERNDON STREET SHREVEPORT,LA71101	58-1698611	501(C)(3)	8,000	SOCIAL SERVICES & WELFARE, HEALTH & MEDICAL
(43) RESTORING OAKS INC 3280 36 TAMIAMI TRAIL 255 PORT CHARLOTTE,FL33952	84-3907258	501(C)(3)	7,500	BOARD DEVELOPMENT GRANT
(44) LEMON BAY CONSERVANCY INC 1765 MANOR RD UNIT A PLACIDA,FL34223	59-6510980	501(C)(3)	6,800	SOCIAL SERVICES & WELFARE
(45) SWEET SPARKMAN ARCHITECTS 1819 MAIN STREET STE 400 SARASOTA,FL34236	54-2081005		6,063	DESIGN OF BEIRUT PEACEKEEPERS MEMORIAL TOWER MONUMENT
(46) CHARLOTTE COUNTY ART GUILD INC DBA THE VISUAL ARTS CENTER 210 MAUD STREET PUNTA GORDA,FL33950	59-6192800	501(C)(3)	6,000	ARTS, CULTURE

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2023

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance	(b) Number of recipients	(c) Amount of cash grant	(d) Amount of noncash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of noncash assistance

(1) SCHOLARSHIPS	46	166,800
(1)
(2)
(3)
(4)
(5)
(6)
(7)

Part IV

Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.

Return Reference	Explanation
PART I, LINE 2:	THEY ARE REQUIRED TO SUBMIT AN INTERIM REPORT AND A FINAL REPORT.

Schedule I (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE M
(Form 990)

Department of the Treasury

Internal Revenue Service

Noncash Contributions

Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image

Attach to Form 990.
Right pointing arrow large image

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

CHARLOTTE COMMUNITY FOUNDATION INC

Employer identification number

65-0455319

Part I

Types of Property

	(a) Check if applicable	(b) Number of contributions or items contributed	(c) Noncash contribution amounts reported on Form 990, Part VIII, line 1g	(d) Method of determining noncash contribution amounts
1 Art—Works of art ....
2 Art—Historical treasures .
3 Art—Fractional interests ..
4 Books and publications ..
5 Clothing and household goods .......
6 Cars and other vehicles ..
7 Boats and planes ....
8 Intellectual property ...
9 Securities—Publicly traded .	X	2	31,476	NYSE
10 Securities—Closely held stock .
11 Securities—Partnership, LLC, or trust interests ....
12 Securities—Miscellaneous ..
13 Qualified conservation contribution—Historic structures .....
14 Qualified conservation contribution—Other ...
15 Real estate—Residential .
16 Real estate—Commercial ..
17 Real estate—Other ...
18 Collectibles .....
19 Food inventory ...
20 Drugs and medical supplies .
21 Taxidermy ......
22 Historical artifacts ....
23 Scientific specimens ..
24 Archeological artifacts ...
25 Other ( )
26 Other ( )
27 Other ( )
28 Other ( )

Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement

Yes

30a

During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which isn't required to be used for exempt purposes for the entire holding period? ...................

30a

If "Yes," describe the arrangement in Part II.

Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?

Yes

32a

Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash

contributions? ..........................

32a

If "Yes," describe in Part II.

If the organization didn't report an amount in column (c) for a type of property for which column (a) is checked,

describe in Part II.

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 51227J

Schedule M (Form 990) (2023)

Page 2

Part IISupplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.

Return Reference	Explanation

Schedule M (Form 990) (2023)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization

CHARLOTTE COMMUNITY FOUNDATION INC

Employer identification number

65-0455319

Return Reference	Explanation
FORM 990, PART I, LINE 6 VOLUNTEERS	VOLUNTEERS ARE CRITICAL TO THE FOUNDATION AS THEY PROVIDE COMMUNITY PERSPECTIVES AND ACCOUNTABILITY AND MAKE POSSIBLE THE WORK OF THE ORGANIZATION IN ALL ASPECTS. THE CORE COMMITTEES OF THE BOARD OF DIRECTORS, FINANCE & AUDIT, AND REVIEWERS FOR GRANTS AND SCHOLARSHIPS ARE ALL VOLUNTEERS FROM THE COMMUNITY.
FORM 990, PART VI, SECTION B, LINE 11B	THE FOUNDATION'S BOARD OF DIRECTORS RECEIVED AND REVIEWED THE FORM 990 BEFORE FILING.
FORM 990, PART VI, SECTION B, LINE 12C	THIS POLICY RECOGNIZES THAT BOTH REAL AND APPARENT CONFLICTS OF INTEREST AND DUALITIES OF INTEREST (HEREINAFTER REFERRED TO AS CONFLICTS) SOMETIMES OCCUR IN THE COURSE OF CONDUCTING THE CORPORTION'S DAILY AFFAIRS. A CONFLICT, AS USED IN THIS POLICY, REFERS ONLY TO THE PERSONAL, PROPRIETARY INTERESTS OF THE PERSONS COVERED BY THIS POLICY AND THEIR CLOSE PERSONAL RELATIONSHIPS AND NOT TO PHILOSOPHICAL OR PROFESSIONAL DIFFERENCES IN OPINION. CONFLICTS OCCUR BECAUSE THE MANY PERSONS ASSOCIATED WITH THE CORPORATION SHOULD BE EXPECTED TO HAVE AND DO IN FACT GENERALLY HAVE MULTIPLE INTERESTS AND AFFILIATIONS AND VARIOUS POSITIONS OF RESPONSIBILITY WITHIN THE COMMUNITY. SOMETIMES A PERSON WILL OWE IDENTICAL DUTIES TO TWO OR MORE ORGANIZATIONS CONDUCTING SIMILAR ACTIVITIES. CONFLICTS ARE UNDESIREABLE BECAUSE THEY POTENTIALLY OR APPARENTLY PLACE THE INTERESTS OF OTHERS AHEAD OF THE CORPORATION'S OBLIGATIONS TO ITS CORPORATE PURPOSES AND TO PUBLIC INTEREST. CONFLICTS ARE ALSO UNDESIRABLE BECAUSE THEY OFTEN REFLECT ADVERSELY UPON THE PERSONS INVOLVED AND UPON THE INSTITUTIONS WITH WHICH THEY ARE AFFILIATED, REGARDLESS OF THE ACTUAL FACTS OR MOTIVATIONS OF THE PARTIES. HOWEVER, THE LONG-RANGE BEST INTERESTS OF THE CORPORATION DO NOT REQUIRE THE TERMINATION OF ALL ASSOCIATION WITH PERSONS WHO MAY HAVE REAL OR APPARENT CONFLICTS IF A PRESCRIBED AND EFFECTIVE METHOD CAN RENDER SUCH CONFLICTS HARMLESS TO ALL CONCERNED. THEREFORE, THE CORPORATION'S AFFIRMATIVE POLICY SHALL BE TO REQUIRE THAT ALL ACTUAL OR APPARENT CONFLICTS BE DISCLOSED PROMPTLY AND FULLY TO ALL NECESSARY PARTIES AND TO PROHIBIT SPECIFIED INVOLVEMENT IN THE AFFAIRS OF THE CORPORATION BY PERSONS HAVING SUCH CONFLICTS. THIS POLICY SHALL APPLY TO THE DIRECTORS, OFFICERS, AGENTS AND EMPLOYEES OF THE CORPORATION, INCLUDING ADVISORY COUNCIL MEMBERS, OFFICE VOLUNTEERS AND INDEPENDENT CONTRACTOR PROVIDERS OF SERVICES AND MATERIALS. THE CORPORATION'S MANAGEMENT SHALL HAVE THE AFFIRMATIVE OBLIGATION TO PUBLICIZE PERIODICALLY THIS POLICY TO ALL SUCH PARTIES. DISCLOSURE OF ALL CONFLICTS TO EACH PERSON TO WHOM THIS POLICY APPLIES SHALL DISCLOSE ALL REAL AND APPARENT CONFLICTS, WHICH HE/SHE DISCOVERS OR HAS BROUGHT TO HIS/HER ATTENTION IN CONNECTION WITH THE CORPORATIONS ACTIVITIES. DISCLOSURE AS USED IN THIS POLICY SHALL MEAN PROVIDING PROMPTLY TO THE APPROPRIATE PERSONS A WRITTEN DESCRIPTION OF THE FACTS COMPRISING THE REAL OR APPARENT CONFLICT. ALL DISCLOSURE NOTICES RECEIVED HEREUNDER SHALL BE NOTED FOR THE RECORD IN THE MINUTES OF THE MEETING OF THE BOARD OF DIRECTORS. PRESCRIBED ACTIVITY BY PERSONS HAVING CONFLICTS WHEN A DIRECTOR, OFFICER, AGENT OR EMPLOYEE BELIEVES THAT HE/SHE OR A MEMBER OF HIS/HER IMMEDIATE FAMILY MIGHT HAVE OR DOES HAVE A REAL OR APPARENT CONFLICT, HE/SHE SHALL, IN ADDITION TO MAKING THE REQUIRED DISCLOSURE, ABSTAIN FROM MAKING MOTIONS, VOTING, EXECUTING AGREEMENTS, OR TAKING ANY OTHER SIMILAR DIRECT ACTION ON BEHALF OF THE CORPORATION WHERE THE CONFLICT MIGHT PERTAIN, BUT SHALL NOT BE PRECLUDED FROM DEBATE OR OTHER SIMILAR INVOLVEMENT ON BEHALF OF THE CORPORATION. WHEN ANY PERSON REQUESTS IN WRITING, OR UPON ITS OWN INITIATIVE, THE BOARD AT ANY TIME MAY ESTABLISH FURTHER GUIDELINES CONSISTENT WITH THE INTERESTS OF THE CORPORATION FOR THE RESOLUTION OF ANY REAL OR APPARENT CONFLICTS.
FORM 990, PART VI, SECTION B, LINE 15	LINE 15A: CCF'S CEO IS EVALUATED ON AN ANNUAL BASIS, AS FOLLOWS: THE QUALITATIVE PERFORMANCE EVALUATION SHALL BE PRESENTED TO THE BOARD OF DIRECTORS DURING THE JULY BOARD OF DIRECTORS MEETING AND PRESENTED TO THE CEO NO LATER THAN 30 DAYS FOLLOWING THE BOARD'S APPROVAL. THE BOARD CHAIR SHALL DESIGNATE AND CONVENE A REVIEW COMMITTEE IN JUNE, WHICH MAY INCLUDE THE EXECUTIVE COMMITTEE AND/OR OTHER MEMBERS OF THE BOARD. IF THE CHAIR CHOOSES NOT TO UTILIZE A COMMITTEE, THE BOD SHALL BE CONSIDERED THE COMMITTEE FOR PURPOSES OF PERFORMANCE EVALUATION OF THE CEO. THE COMMITTEE SHALL FIRST MEET WITH THE CEO, INDIVIDUALLY OR AS A GROUP, TO IDENTIFY ANY SPECIFIC ISSUES, CONCERNS, OR OTHER CONDITIONS THAT MAY NOT BE GENERAL KNOWLEDGE TO ALL MEMBERS OF THE COMMITTEE. THE CEO WILL COMPLETE A PERFORMANCE EVALUATION FORM, PROVIDING A PERSONAL SELF-EVALUATION, WHICH SHALL BE PROVIDED TO COMMITTEE MEMBERS. COMMITTEE MEMBERS WILL THEN COMPLETE A PERFORMANCE EVALUATION FORM, PROVIDING RANKINGS AND COMMENTS ON BOTH PROFESSIONAL AND PERSONAL PERFORMANCE FACTORS. AREAS TO BE ADDRESSED IN THE PERFORMANCE EVALUATION FORM SHALL INCLUDE: PROFESSIONAL FACTORS: STRATEGIC PLANNING AND EXECUTION; GOVERNANCE AND COMPLIANCE; ASSET DEVELOPMENT; FINANCIAL MANAGEMENT; COMMUNITY OUTREACH, EDUCATION, MARKETING AND PHILANTHROPY; STAFF MANAGEMENT/OPERATIONS; AND LINKAGE WITH OTHER FUND-RAISING AND PHILANTHROPIC GROUPS. PERSONAL FACTORS: COMMUNICATION; LEADERSHIP; COOPERATION/COLLABORATION; CREATIVITY; INITIATIVE; ANALYSIS; RELIABILITY AND EFFECTIVENESS; ORGANIZATIONAL UNDERSTANDING; PROFESSIONALISM; AND JUDGEMENT. COMMITTEE INPUT WILL BE COMPILED INTO A REPORT WHICH WILL BE PRESENTED AT THE JULY BOARD MEETING TO GAIN AGREEMENT AND RECEIVE ANY ADDITIONAL INPUT FROM THE FULL BOARD. FOLLOWING THIS BOARD MEETING, THE BOARD CHAIR AND VICE CHAIR WILL SHARE THE RESULTS OF THE QUALITATIVE PERFORMANCE REVIEW WITH THE CEO, WHO SHALL SIGN THE EVALUATION AS CONFIRMATION THAT IT WAS RECEIVED. A QUANTITATIVE EVALUATION OCCURS IN THE FIRST QUARTER OF THE SUBSEQUENT YEAR, FOLLOWING THE CLOSURE OF THE FOUNDATION'S FY FINANCIALS IN JANUARY. ANY POTENTIAL BONUS COMPENSATION MAY BE AWARDED UPON COMPLETION OF THE QUANTITATIVE EVALUATION. AT THE START OF EACH FISCAL YEAR, THE CEO SHOULD WORK WITH THE EXECUTIVE COMMITTEE TO ESTABLISH KEY PERFORMANCE INDICATORS FOR THE COMING YEAR. USING THE STRATEGIC PLAN AS A STARTING POINT, THIS DIALOGUE SHOULD PRODUCE AN INITIAL SET OF AGREED-UPON WEIGHTED KEY PERFORMANCE INDICATORS AND ASSOCIATED MEASUREMENTS. UPON REVIEWING AND AMENDING THE GOALS, IF NEEDED, THE FINAL SET SHALL BE DISCUSSED AND APPROVED BY THE FULL BOARD. KEY PERFORMANCE INDICATOR AREAS OF EMPHASIS SHALL INCLUDE: FINANCE AND ADMINISTRATION, FUNDRAISING, MARKETING AND COMMUNICATIONS, HUMAN RESOURCES/OPERATIONS. UPON CLOSURE OF CCF'S FY FINANCIALS IN JANUARY AND BEFORE THE CEO'S QUANTITATIVE REVIEW, THE EXECUTIVE COMMITTEE SHALL REVIEW THE KEY PERFORMANCE INDICATORS AND CEO'S PROGRESS AGAINST THEM. THE COMMITTEE SHALL ASSESS IF AND HOW THE CEO MET OR EXCEEDED THESE MEASURES AND IDENTIFY AREAS THAT REQUIRE CLOSER ATTENTION. REVISIONS TO THE GOALS ESTABLISHED MAY BE MADE AT THIS TIME IN LIGHT OF CHANGED CIRCUMSTANCES, SUCH AS RAPIDLY CHANGING BUSINESS CONDITIONS. LINE 15B: THE CEO AND DIRECT SUPERVISORS CONDUCT ANNUAL PERFORMANCE REVIEWS WITH KEY EMPLOYEES ON THEIR ANNIVERSARY DATE OF HIRE OR PROMOTION TO A NEW ROLE. BASED ON OVERALL PERFORMANCE (GOALS ARE ESTABLISHED IN ADVANCE) DIRECT SUPERVIORS MAKE A RECOMMENDATION TO THE CEO.
FORM 990, PART VI, SECTION C, LINE 19	THE GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XI, LINE 9:	AGENCY REVENUES -211,343. AGENCY EXPENSES 197,916. CHANGE IN VALUE OF BENEFICIAL INTEREST IN TRUST 98,029.
FORM 990, PART XII, LINE 2C AUDIT REVIEW PROCESS	THE AUDIT REVIEW PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) 2023

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: AS THE COMMUNITY FOUNDATION DEDICATED TO CHARLOTTE COUNTY, FL, THE CHARLOTTE COMMUNITY FOUNDATION (CCF) ACTS AS A CENTER OF PHILANTHROPY BY PROVIDING PHILANTHROPIC EDUCATION, IMPACTFUL GRANTS, NONPROFIT TRAINING, AND COMMUNITY LEADERSHIP. CCF PROVIDES PERMANENT COMMUNITY CAPITAL TO SUPPORT (1) LOCAL NONPROFITS THROUGH COMPETITIVE AND DIRECTED GRANTMAKING; (2) TRADITIONAL-AGE AND ADULT LEARNERS WITH SCHOLARSHIPS FOR POST-SECONDARY TRAINING AT ALL LEVELS; AND (3) RESPONSIVE FUNDING TO ADDRESS PRESSING COMMUNITY NEEDS AND TO ENHANCE THE VIBRANCY OF THE COMMUNITY.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	7
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	7
5	Total number of individuals employed in calendar year 2023 (Part V, line 2a) ......	5	9
6	Total number of volunteers (estimate if necessary) .............	6	39
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	2,840,724	8,088,415
9	Program service revenue (Part VIII, line 2g) .........	0	0
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	252,379	462,039
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	22,692	21,413
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	3,115,795	8,571,867
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	2,351,637	2,467,912
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	454,088	446,786
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 66,436
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	437,300	601,307
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	3,243,025	3,516,005
19	Revenue less expenses. Subtract line 18 from line 12.......	-127,230	5,055,862
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	16,734,505	23,581,420
21	Total liabilities (Part X, line 26).............	1,592,900	1,748,157
22	Net assets or fund balances. Subtract line 21 from line 20.....	15,141,605	21,833,263

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 2,981,548 including grants of $ 2,467,912 ) (Revenue $ )
	AS A FACILITATOR OF PHILANTHROPY, CCF:(1) PROVIDES FUNDING FOR CHARITABLE ORGANIZATIONS: $2,140,564 TO 58 DIFFERENT NONPROFIT ORGANIZATIONS IN 2023.(2) CCF ALSO ADMINISTERS SCHOLARSHIPS FOR BOTH TRADITIONAL-AGE AND ADULT LEARNERS: $166,800 AWARDED IN 2023.(3) CCF ALSO PROVIDES USAGE OF ITS FACILITIES FOR NONPROFIT EDUCATION AND TRAINING BY VARIOUS LOCAL 501(C)(3) OR GOVERNMENT AGENCIES WITH PUBLIC-PRIVATE PARTNERSHIPS.

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses2,981,548

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)		(D) Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(1) LAURA AMENDOLA...................................................................... DIRECTOR	2.00 .................	X		0	0	0
(2) ROGER EATON...................................................................... DIRECTOR	2.00 .................	X		0	0	0
(3) REPPARD GORDON...................................................................... DIRECTOR	2.00 .................	X		0	0	0
(4) LUCIENNE PEARS...................................................................... DIRECTOR	2.00 .................	X		0	0	0
(5) LEW BENNETT...................................................................... IMM. PAST CHAIR	2.00 .................	X		0	0	0
(6) KIM SAVASUK...................................................................... CHAIR	5.00 .................	X	X	0	0	0
(7) JILL MCRORY...................................................................... TREASURER	5.00 .................	X	X	0	0	0
(8) ROBERT PETERSON...................................................................... SECRTRY JAN-MAR; VP/SECRTRY SEPT-DEC	5.00 .................	X	X	0	0	0
(9) CRAIG EASTERLY...................................................................... SECRETARY APRIL-JUNE	5.00 .................	X	X	0	0	0
(10) SARAH DESROSIERS...................................................................... SECRETARY JULY-AUG; DIRECTOR	5.00 .................	X	X	0	0	0
(11) JUSTIN BRAND...................................................................... CDO/INTERIM CO-EXEC. DIR.	40.00 .................		X	56,417	0	7,729
(12) ASHLEY MAHER...................................................................... EXECUTIVE DIRECTOR THRU JUNE 30	40.00 .................		X	53,676	0	6,196
(13) SUZANNE HERRON...................................................................... CFO/INTERIM CO-EXEC. DIR.	40.00 .................		X	90,180	0	6,722

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	200,273	0	20,647

(A) Name and business address	(B) Description of services	(C) Compensation





2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 0

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d
e	Government grants (contributions)		1e

f	All other contributions, gifts, grants, and similar amounts not included above		1f	8,088,415

g	Noncash contributions included in lines 1a - 1f:$		1g	31,476

h Total. Add lines 1a-1f.......		8,088,415

		Business Code
2a
b
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....

3 Investment income (including dividends, interest, and othersimilar amounts) ......			472,704			472,704
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
			(i) Real	(ii) Personal
6a	Gross rents	6a	15,000
b	Less: rental expenses	6b	13,750
c	Rental income or (loss)	6c	1,250
d	Net rental income or (loss).......			1,250			1,250
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a	411,484
b	Less: cost or other basis and sales expenses	7b	422,149
c	Gain or (loss)	7c	-10,665
d	Net gain or (loss).........			-10,665			-10,665
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..

Business Code
11a	OTHER INCOME		624200	20,163			20,163
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			20,163
12	Total revenue. See instructions.....			8,571,867	0	0	483,452

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	2,301,112	2,301,112
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........	166,800	166,800
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	220,919	115,883	87,789	17,247
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........	171,068	88,978	71,614	10,476
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	4,268	2,224	1,790	254
9	Other employee benefits .......	19,473	9,094	9,255	1,124
10	Payroll taxes ...........	31,058	16,150	12,734	2,174
11	Fees for services (non-employees):
a	Management ......
b	Legal .........
c	Accounting ...........	28,199	14,664	11,561	1,974
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	51,879		51,879
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	47,344	24,618	19,412	3,314
12	Advertising and promotion ....	182,384	94,839	74,777	12,768
13	Office expenses .......	98,718	46,940	45,394	6,384
14	Information technology ......	44,255	23,009	18,142	3,104
15	Royalties ..
16	Occupancy ...........	39,275	20,424	16,103	2,748
17	Travel ............	8,013	4,167	3,285	561
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	39,689	20,639	19,050
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	61,551	32,007	25,236	4,308
23	Insurance ...
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a
b
c
d
e	All other expenses
25	Total functional expenses. Add lines 1 through 24e	3,516,005	2,981,548	468,021	66,436
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			1,316	1	4,152
2	Savings and temporary cash investments .........			2,337,349	2	7,290,542
3	Pledges and grants receivable, net ......			1,047,637	3	961,767
4	Accounts receivable, net .............				4
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............				8
9	Prepaid expenses and deferred charges ......			57,855	9	15,387
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	2,530,107
b	Less: accumulated depreciation	10b	605,905	1,968,326	10c	1,924,202
11	Investments—publicly traded securities .			10,652,785	11	12,699,680
12	Investments—other securities. See Part IV, line 11 .....				12
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........			669,237	15	685,690
16	Total assets. Add lines 1 through 15 (must equal line 33)...			16,734,505	16	23,581,420

17	Accounts payable and accrued expenses .....	15,600	17	31,764
18	Grants payable ...	81,852	18	207,518
19	Deferred revenue .........		19
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	1,495,448	25	1,508,875
26	Total liabilities. Add lines 17 through 25..	1,592,900	26	1,748,157

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	5,146,787	27	4,524,131
28	Net assets with donor restrictions ...........	9,994,818	28	17,309,132
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	15,141,605	32	21,833,263
33	Total liabilities and net assets/fund balances ........	16,734,505	33	23,581,420