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TRULIANT FEDERAL CREDIT UNION FOUNDATION

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Public IRS 990 nonprofit record

TRULIANT FEDERAL CREDIT UNION FOUNDATION

EIN 92-3198587 · Corporate Foundations (T21)

What they do

ESTABLISHED IN 2023, THE TRULIANT FOUNDATION is A 501(C)(3) PUBLIC CHARITY WITH A PURPOSE to LIFT UP and TRANSFORM TRULIANT MEMBER COMMUNITIES THROUGH CHARITABLE GIVING, COLLABORATION, and MEANINGFUL PARTNERSHIPS. THE FOUNDATION STRIVES to BE A CATALYST of GROWTH for ESTABLISHED NONPROFITS SEEKING THE SUPPORT and GUIDANCE THEY NEED to FLOURISH and SPARK POSITIVE CHANGE IN THEIR COMMUNITIES. THE FOUNDATION ALSO PROVIDES COLLEGE SCHOLARSHIPS to TRULIANT MEMBERS and RELIEF FUNDS to TRULIANT EMPLOYEES FACING UNFORESEEN PERSONAL HARDSHIPS.

Before you give

Should I give to this charity?

Easy charity check
Look at where the money went

Of every $100 spent, about $91.80 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2025The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders6 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

74.59%of revenue went to mission work91.8% of expenses · Program services
$81.25spent for every $100 of revenueRevenue covered expenses this year.
6.66%of revenue went to management and office costs8.2% of expenses
$0.24in assets for every $1 spent this yearSome assets cannot be spent right away.
104.7%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

  1. Who did you help? Ask for a recent story or report that shows real results.
  2. What will my money do? Ask exactly what your gift will pay for.
  3. Is this really the charity? Give only through its official website or confirmed phone number.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2025

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$718,401
Mission workProgram services$535,88374.59% of revenue91.8% of expenses
ManagementOffice and general costs$47,8446.66% of revenue8.2% of expenses
FundraisingAsking for donations0.00% of revenue0.0% of expenses
Revenue left after expensesReported annual surplus$134,67418.75% of revenueShown in gray on the chart
Total expenses$583,72781.25% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Money in and money out

Revenue$718,401
Expenses$583,727
Annual surplus $134,674 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$535,883 · 91.8% of expenses
Management and office costs$47,844 · 8.2% of expenses
See all reported dollar amounts
Revenue$718,401
Expenses$583,727
Assets$142,174
Income$775,617
Contributions$752,295
Mission work (program services)$535,883
Grants given$326,000
Average grant$10,867
Management and general$47,844
Accounting fees$11,400
People

Leadership and board

Tax year 2025

Names, titles, time, and compensation below are reported by the organization on its Form 990.

No compensation was reported for these leaders. The complete board and leadership roster is shown below.

Board and leadership roster (6)

ANGELA COOKETREASURER

ATTICUS SIMPSONEXECUTIVE DIRECTOR

MARTHA LOGEMANNTRUSTEE

PRECIOUS MCCLOUDVICE PRESIDENT

SHERRI THOMASPRESIDENT

TRICIA BEEKERSECRETARY

About this charity

Recognized since
January 2024
Location
3200 TRULIANT WAY, WINSTON SALEM, NC 27103-5778
County
Forsyth
In care of
% ATTICUS SIMPSON
Primary officer
ATTICUS SIMPSON, EXECUTIVE DIRECTOR

How to reach them

Filing and classification

Latest tax year
2025
Tax period began
January 1, 2025
Return type
990
Tax preparer
DOEREN MAYHEW
NTEE classification
Corporate Foundations (T21)
IRS tax category
Corporate Foundations
Grant-giving organization
Yes

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About this report: Information comes from public nonprofit records and may show the latest filing available.

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