Is it real?
Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Mar 1984.
IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File
Where the money goes
92 cents of each dollar spent went to programs.
Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.
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Who runs it and what they're paid
23 people listed on the 990; $844K paid to officers and key staff.
Lori O'Keefe’s $233K as President & CEO is at the 49th percentile of top reported officer pay among 661 $10–100M philanthropy & grantmaking nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.
Compensation history total reportable pay by year · 8 named individuals · Part VII
| Name | FY2024 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|---|
| Lori O'Keefe | $232,553 | $216,888 | $203,789 | $205,764 | $206,780 | $196,935 |
| Robert Naylor | $183,507 | $167,592 | $153,990 | $152,224 | $144,118 | $141,110 |
| Latoya King | $147,771 | $134,277 | $26,029 | — | — | — |
| Kenneth Baroff | — | — | $146,368 | $135,886 | $120,919 | $118,272 |
| Lindsay Harrell | $142,594 | $126,173 | $121,539 | $121,451 | $116,341 | $104,997 |
| Robin Barefoot | — | — | — | — | $134,475 | $126,452 |
| Jessica Aylor | — | — | — | — | $121,369 | $102,101 |
| Jennifer Weld | $106,110 | — | — | — | — | — |
Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.
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Questions the 990 asks
The form asks each of these directly. These are the filed answers.
- Family or business ties among officersPt VI · Ln 2No
- Top official's pay set by an independent reviewPt VI · Ln 15aYes
Programs and updates
Connects local donors with community needs by providing philanthropic education, networking, and strategic grantmaking services to foster positive regional change.
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Triangle community foundation connects philanthropic resources with community needs, creates opportunity for enlightened change and encourages philanthropy as a way of life.
Special Services
Services to area non-profits include: meetings with the foundation's president; non-profit capacity building; networking; and trainings.
Philanthropic Events
Philanthropic events include: donor education forums; capacity buildings workshops for nonprofits.
Funders
Who pays for it.
From grant filings on record. Receipts are incomplete: individual donors are never listed.
Grants
By the numbers
The FY2021 990, line by line.
Download 990
| Line | Start FY21 | End FY21 |
|---|---|---|
| Cash and savingsLn 1–2 | $10.4M | $13.6M |
| InvestmentsLn 11–13 | $225.5M | $281.9M |
| Land, buildings, equipmentLn 10c | $603K | $520K |
| Total assetsLn 16 | $242.4M | $302.6M |
| LiabilitiesLn 26 | $16.1M | $20.5M |
| Net assetsLn 32 | $226.3M | $282.1M |
| Line | Total | Programs | Management | Fundraising |
|---|---|---|---|---|
| Grants to domestic organizationsLn 1 | $23.0M | $23.0M | ||
| Grants to domestic individualsLn 2 | $35K | $35K | ||
| Pay of current officers, directors and key staffLn 5 | $411K | $250K | $127K | $34K |
| Other salaries and wagesLn 7 | $1.2M | $755K | $384K | $103K |
| Pension plan contributionsLn 8 | $62K | $38K | $19K | $5K |
| Other employee benefitsLn 9 | $146K | $89K | $45K | $12K |
| Payroll taxesLn 10 | $112K | $68K | $35K | $9K |
| Legal feesLn 11b | $41K | $20K | $20K | |
| Accounting feesLn 11c | $74K | $74K | ||
| Investment management feesLn 11f | $841K | $841K | ||
| Other fees for servicesLn 11g | $60K | $5K | $54K | $680 |
| Advertising and promotionLn 12 | $7K | $7K | ||
| Office expensesLn 13 | $94K | $57K | $29K | $8K |
| Information technologyLn 14 | $96K | $58K | $30K | $8K |
| OccupancyLn 16 | $165K | $100K | $51K | $14K |
| TravelLn 17 | $1K | $894 | $454 | $121 |
| Conferences, conventions and meetingsLn 19 | $9K | $6K | $3K | $764 |
| Depreciation, depletion and amortizationLn 22 | $113K | $69K | $35K | $9K |
| InsuranceLn 23 | $16K | $10K | $5K | $1K |
| Other expenses (24a–d)Ln 24 | $83K | $57K | $20K | $5K |
| All other expensesLn 24e | $136K | $75K | $50K | $10K |
| Total functional expensesLn 25 | $26.7M | $24.6M | $1.8M | $247K |
Filing history
| Year | Money in | Money out | In minus out | Net assets | Download |
|---|---|---|---|---|---|
| FY2024 | $45.4M | $30.5M | $14.9M | $293.2M | 990 PDF |
| FY2023 | $30.2M | $31.6M | −$1.4M | $263.4M | 990 PDF |
| FY2022 | $54.3M | $35.5M | $18.8M | $252.1M | 990 PDF |
| FY2021 Viewing | $28.3M | $26.7M | $1.5M | $282.1M | 990 PDF |
| FY2020 | $40.7M | $32.7M | $8.0M | $226.3M | 990 PDF |
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Schedules filed Part IV
See the full FY2021 990 (4 parts)
Part VIII · Statement of revenue $28,260,487 across 7 lines filed
Part IX · Statement of functional expenses $26,718,046 across 21 lines filed
Part X · Balance sheet $302,593,887 assets, 16 lines filed
Part XI · Reconciliation of net assets $282,076,859 net assets at year end
Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File
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