CAPTRUST Community Foundation Inc is a 501(c)(3) public charity based in Raleigh, North Carolina. Founded in 2007, the foundation is run by employees of CAPTRUST and operates as a registered charitable organization dedicated to philanthropic giving. The foundation supports nonprofit organizations across the country through various grant programs and employee-driven giving initiatives.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.8M
-10.3% YoY
Annual Giving
$472K
-43.4% YoY
Grant Count
31
-62.2% YoY
Avg Grant Size
$15K
+49.6% YoY
Mission & Focus Areas
The CAPTRUST Community Foundation's mission is to enrich the lives of children in the communities we serve by supporting organizations throughout the country that specifically help children with physical disabilities, illnesses, abuse, poverty, absence of a parent, and more.
Primary funding areas include:
- Education
- Philanthropy, Voluntarism & Grantmaking
- Human Services
- Financial literacy programs for teens
- Crisis relief and disaster response
Grantmaking
The foundation operates multiple grant programs:
Grant Range
** $5,500 to $100,000
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Geographic Focus
Where this funder awards grants
The foundation supports nonprofits on both national and local levels, with primary focus in:
- North Carolina
- Florida
- South Carolina
- Communities where CAPTRUST operates offices nationwide
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of 2024 (most recent filing):
- Total Assets: $2,846,312
- Total Revenue: $1,256,774
- Total Expenses: $1,641,034
- Net Income: -$384,260
- Total Liabilities: $0
2025 Activity:
- Total Donations Announced: $1.8 million
- Grants Given: 255
- Volunteer Hours: 4,851
Historical Giving:
- As of August 2024, the foundation had awarded over $6.25 million in grants to charitable organizations since its founding in 2007
- Primary fundraising source: Voluntary employee payroll deductions matched by CAPTRUST
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,846,312 | $3,171,713 | $3,315,934 |
| Revenue | $1,256,774 | $755,254 | $628,169 |
| Expenses | $1,641,034 | $1,234,888 | $1,255,213 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $247,185 | $35,393 | $-235 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
231 grants across all recorded years
Open Grants
4 open opportunities from Captrust Community Foundation Inc
CAPTRUST Crisis Grants
CAPTRUST COMMUNITY FOUNDATION INC
Amount
Varies
Deadline
Rolling / Open
CAPTRUST National Partnership Grant
CAPTRUST COMMUNITY FOUNDATION INC
Amount
Varies
Deadline
Rolling / Open
CAPTRUST Scholarship Grant
CAPTRUST COMMUNITY FOUNDATION INC
Amount
US $2,000
Deadline
Rolling / Open
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
- Heather Shanahan – President of the CCF; CAPTRUST Senior Director of Endowments and Foundations
- Greg Delage – Vice President of the CCF; Director of CAPTRUST at Work
- Veronica Karas – Co-President of the CCF; CAPTRUST Financial Advisor
- Bryan Lewis – Co-President of the CCF; Account Manager of CAPTRUST at Work
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| VERONICA KARAS | CO-PRESIDENT | 3 | — |
| BRYAN LEWIS | CO-PRESIDENT | 3 | — |
| GREG DELAGE | TREASURER/FINANCE CHAIR | 3 | — |
| HEATHER SHANAHAN | GRANTS CHAIR | 2 | — |
| JACQUELYN GUTHRIE | FUNDRAISING CHAIR | 2 | — |
| RHONDA DOWNUM | VOLUNTEER CHAIR | 2 | — |
| MACKENZIE BALL | EVENTS CHAIR | 2 | — |
| MEGAN LOFTIN | SECRETARY | 4 | — |
| CATHERINE CURRIN | MARKETING CHAIR | 2 | — |
| MOLLY BROWN | FINANCIAL LITERACY CHAIR | 2 | — |
| ASHLEY MAY | REGIONAL CHAIR | 2 | — |
| MICHELLE MILLER | BOARD MEMBER | 1 | — |
| PHILIP D'UNGER | BOARD MEMBER | 1 | — |
| NATHAN ERICKSON | BOARD MEMBER | 1 | — |
| JUANITA EVANS | BOARD MEMBER | 1 | — |
| GIOVANNI TISO | BOARD MEMBER | 1 | — |
| KARA CHASE | BOARD MEMBER | 1 | — |
| ALEX THOMPSON | BOARD MEMBER | 1 | — |
| JACKIE GONZALEZ | BOARD MEMBER | 1 | — |
| MIKE VOLO | BOARD MEMBER | 1 | — |
Recent News & Activity
Recent developments and announcements
**2025 Announcements:**
The foundation announced $1.8 million in donations for 2025
The CAPTRUST Community Foundation Announces $1.8 Million in Donations forDistributed $800,000 through the sixth annual Giving Day to 80 nonprofits across the country
Provided emergency relief of over $125,000 to eight organizations responding to Kerr County, Texas floods
**2024 Activity:**
Announced $1.6 million in donations for 2024
The CAPTRUST Community Foundation Announces $1.8 Million in Donations forDistributed $750,000 through the fifth annual Giving Day to 75 nonprofits
**2023 Activity:**
Distributed $600,000 through the fourth annual Giving Day to 76 nonprofits
Donated more than $800,000 to nonprofits throughout 2023
Subject Areas
Focus areas based on grantmaking activity
Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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