ARTS & SCIENCE COUNCIL: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ARTS & SCIENCE COUNCIL (EIN 56-0693436)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-13
- IRS object ID
- 202501339349309235
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-13T18:27:22-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 227 WEST TRADE STREET SUITE 800 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 560693436 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARTS & SCIENCE COUNCIL | BusinessNameLine1Txt |
| Business Name Line2 | CHARLOTTE/MECKLENBURG INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ARTS | BusinessNameControlTxt |
| Phone | 7043332272 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 NORTH TRYON STREET | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ADAM SANTALLA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7043332272 | PhoneNum |
| Signature | 2025-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHRINE A WARLICK | PreparerPersonNm |
| PTIN | P02065266 | PTIN |
| Phone | 7049985200 | PhoneNum |
| Preparation | 2025-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | ADAM SANTALLA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 NORTH TRYON STREET | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,038,717 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ARTSANDSCIENCE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1958 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | MOVING US TOWARD A MORE EQUITABLE, SUSTAINABLE AND INNOVATIVE CREATIVE ECOSYSTEM. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 14 | TotalEmployeeCnt |
| Total Volunteers | 190 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $9,343,333 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,659,124 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,152 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,203 | CYInvestmentIncomeAmt |
| PY Other Revenue | $374,414 | PYOtherRevenueAmt |
| CY Other Revenue | $373,390 | CYOtherRevenueAmt |
| PY Total Revenue | $9,721,899 | PYTotalRevenueAmt |
| CY Total Revenue | $8,038,717 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $6,443,494 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $6,301,799 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,431,400 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,752,615 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $662,081 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,468,157 | PYOtherExpensesAmt |
| CY Other Expenses | $1,506,191 | CYOtherExpensesAmt |
| PY Total Expenses | $9,343,051 | PYTotalExpensesAmt |
| CY Total Expenses | $9,560,605 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $378,848 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,521,888 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $40,136,271 | TotalAssetsBOYAmt |
| Total Assets EOY | $42,186,545 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,898,541 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,896,464 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $32,237,730 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $35,290,081 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE ARTS & SCIENCE COUNCIL (ASC) IS THE COMMUNITY'S CHIEF ADVOCATE FOR ARTS, SCIENCE, HISTORY AND HERITAGE, A GATHERER AND STEWARD OF PUBLIC AND PRIVATE COMMUNITY RESOURCES, AN INVESTOR OF THOSE RESOURCES IN THE CULTURAL SECTOR AND COMMUNITY, THE STRATEGIC PLANNER FOR THE COMMUNITY'S CULTURAL SECTOR, AND THE PUBLIC ART AGENT FOR THE CITY OF CHARLOTTE AND MECKLENBURG COUNTY. THE MISSION OF THE ORGANIZATION IS INVESTING IN PEOPLE, PROGRAMS AND IDEAS THAT MOVE US TOWARD A MORE EQUITABLE, SUSTAINABLE AND INNOVATIVE CREATE ECOSYTEM. THE VISION IS AN EQUITABLE, CONNECTED COMMUNITY WHERE CREATIVITY IS CENTRAL, CELEBRATED AND SUPPORTED. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,083,228 | ExpenseAmt |
| Grant | $5,073,902 | GrantAmt |
| Desc | THE ARTS & SCIENCE COUNCIL MAKES A VARIETY OF GRANTS AND FUNDS AN ARRAY OF SERVICES THAT CONTRIBUTE TO THE VITALITY AND SUSTAINABILITY OF THE REGIONAL CULTURAL SECTOR. THESE GRANTS AND SERVICES DIRECTLY ALIGN WITH ASC'S MISSION OF INVESTING IN PEOPLE, PROGRAMS AND IDEAS THAT MOVE US TOWARD A MORE EQUITABLE, SUSTAINABLE, AND INNOVATIVE CREATIVE ECOSYSTEM. ASC'S CULTURE BLOCKS PROGRAM CONNECTS COMMUNITIES WITH RESPONSIVE ARTS AND CULTURE EXPERIENCES CLOSE TO WHERE RESIDENTS LIVE. THE PROGRAM ENGAGES WITH CREATIVE INDIVIDUALS AND ORGANIZATIONS TO PRESENT PROGRAMS IN 10 GEOGRAPHIC AREAS IN MECKLENBURG COUNTY. THIS SERVICE DIRECTLY ALIGNS WITH HOW RESIDENTS WANT THE CULTURAL SECTOR TO SERVE THEM BY BUILDING COMMUNITY AND INCREASING CULTURAL PROGRAM RELEVANCE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,668,712 | ExpenseAmt |
| Grant | $1,227,897 | GrantAmt |
| Desc | ASC'S ARTIST SUPPORT GRANTS FUND PROFESSIONAL AND ARTISTIC DEVELOPMENT FOR EMERGING AND ESTABLISHED ARTISTS TO ENHANCE THEIR SKILLS AND ABILITIES TO CREATE NEW WORK OR IMPROVE THEIR BUSINESS OPERATIONS AND CAPACITY TO BRING THEIR WORK TO NEW AUDIENCES | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,305,074 | ExpenseAmt |
| Revenue | $373,390 | RevenueAmt |
| Desc | THE ARTS & SCIENCE COUNCIL PROVIDES MANAGEMENT SERVICES FOR THE CITY OF CHARLOTTE, MECKLENBURG COUNTY, AND OTHER PRIVATE PARTNERS TO ENSURE EXCELLENCE AND RELEVANCE OF PUBLIC ART PROGRAMMING AND INSTALLATION | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $8,057,014 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 283 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 14 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADAM SANTALLA PIERCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7043353050 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 NORTH TRYON STREET | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28230 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| TONY PEREZ | ||||||
| BOARD CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TIM MILLER | ||||||
| CHAIR-ELECT | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MIKE VASAUNE | ||||||
| IMMEDIATE PAST CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DURRAL GILBERT | ||||||
| TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| NALAN KARAKAY MULDER | ||||||
| SECRETARY | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MATTIE MARSHALL | ||||||
| VICE-CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SUSAN PATTERSON | ||||||
| VICE-CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BRANDON BECK | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ED DRIGGS | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GEORGE DUNLAP | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TIFFANY FULLER | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHELE GLESSNER | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LAUREN HARKEY | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LESLIE JOHNSON | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ASHLEY KAKAS | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARCIE KELSO | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RUSTY KNOX | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SAMANTHA SOSA | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HUY VU | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DENYTRA LOGAN WHITNER | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KRISTA TERRELL | ||||||
| PRESIDENT (THRU 1/24) | 40.00 | Yes (X) | $186,645 | $0 | $22,897 | |
| ADAM SANTALLA PIERCE | ||||||
| INTERIM PRESIDENT (AS OF 6/24) | 40.00 | Yes (X) | $71,849 | $0 | $18,285 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $258,494 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $41,182 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $6,087,076 | GovernmentGrantsAmt |
| All Other Contributions | $1,572,048 | AllOtherContributionsAmt |
| Total Contributions | $7,659,124 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,203 | TotalRevenueColumnAmt |
| Exclusion | $6,203 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $373,390 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $373,390 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $373,390 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $373,390 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,038,717 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $373,390 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,203 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,091,657 | TotalAmt |
| Program Services | $4,091,657 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,210,142 | TotalAmt |
| Program Services | $2,210,142 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $258,494 | TotalAmt |
| Program Services | $156,403 | ProgramServicesAmt |
| Management And General | $62,064 | ManagementAndGeneralAmt |
| Fundraising | $40,027 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $666,480 | TotalAmt |
| Program Services | $403,256 | ProgramServicesAmt |
| Management And General | $160,021 | ManagementAndGeneralAmt |
| Fundraising | $103,203 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $431,139 | TotalAmt |
| Program Services | $152,207 | ProgramServicesAmt |
| Management And General | $215,171 | ManagementAndGeneralAmt |
| Fundraising | $63,761 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $283,042 | TotalAmt |
| Program Services | $99,923 | ProgramServicesAmt |
| Management And General | $141,260 | ManagementAndGeneralAmt |
| Fundraising | $41,859 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,460 | TotalAmt |
| Program Services | $40,056 | ProgramServicesAmt |
| Management And General | $56,624 | ManagementAndGeneralAmt |
| Fundraising | $16,780 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65 | TotalAmt |
| Program Services | $39 | ProgramServicesAmt |
| Management And General | $8 | ManagementAndGeneralAmt |
| Fundraising | $18 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,037 | TotalAmt |
| Program Services | $33,240 | ProgramServicesAmt |
| Management And General | $10,302 | ManagementAndGeneralAmt |
| Fundraising | $21,495 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,094 | TotalAmt |
| Program Services | $22,094 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $210,440 | TotalAmt |
| Program Services | $134,314 | ProgramServicesAmt |
| Management And General | $21,625 | ManagementAndGeneralAmt |
| Fundraising | $54,501 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,410 | TotalAmt |
| Program Services | $7,004 | ProgramServicesAmt |
| Management And General | $1,381 | ManagementAndGeneralAmt |
| Fundraising | $3,025 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,352 | TotalAmt |
| Program Services | $107,502 | ProgramServicesAmt |
| Management And General | $12,361 | ManagementAndGeneralAmt |
| Fundraising | $65,489 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $458,554 | TotalAmt |
| Program Services | $308,669 | ProgramServicesAmt |
| Management And General | $9,015 | ManagementAndGeneralAmt |
| Fundraising | $140,870 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,348 | TotalAmt |
| Program Services | $34,416 | ProgramServicesAmt |
| Management And General | $86,642 | ManagementAndGeneralAmt |
| Fundraising | $9,290 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,174 | TotalAmt |
| Program Services | $42,484 | ProgramServicesAmt |
| Management And General | $9,295 | ManagementAndGeneralAmt |
| Fundraising | $19,395 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $160,388 | TotalAmt |
| Program Services | $85,998 | ProgramServicesAmt |
| Management And General | $35,130 | ManagementAndGeneralAmt |
| Fundraising | $39,260 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,601 | TotalAmt |
| Program Services | $7,521 | ProgramServicesAmt |
| Management And General | $1,646 | ManagementAndGeneralAmt |
| Fundraising | $3,434 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROCESSING FEES | $73,316 | $69,812 | $2,687 | $817 |
| MISCELLANEOUS | $51,955 | $1,730 | $13,390 | $36,835 |
| INDIRECT/OTHER GRANT EX | $48,427 | $48,163 | $264 | |
| DUES AND SUBCRIPTIONS | $5,030 | $384 | $2,624 | $2,022 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,560,605 | TotalAmt |
| Program Services | $8,057,014 | ProgramServicesAmt |
| Management And General | $841,510 | ManagementAndGeneralAmt |
| Fundraising | $662,081 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $341 | BOYAmt |
| EOY | $341 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,088,778 | BOYAmt |
| EOY | $5,901,465 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $847,877 | BOYAmt |
| EOY | $1,865,329 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,537 | BOYAmt |
| EOY | $67,247 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,606,665 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $749,646 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,017,406 | BOYAmt |
| EOY | $857,019 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,341,370 | BOYAmt |
| EOY | $32,018,453 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,808,962 | BOYAmt |
| EOY | $1,476,691 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,136,271 | BOYAmt |
| EOY | $42,186,545 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $282,827 | BOYAmt |
| EOY | $388,505 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,285,581 | BOYAmt |
| EOY | $3,068,596 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,330,133 | BOYAmt |
| EOY | $1,939,363 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,000,000 | BOYAmt |
| EOY | $1,500,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,898,541 | BOYAmt |
| EOY | $6,896,464 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,116,331 | BOYAmt |
| EOY | $2,680,365 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,121,399 | BOYAmt |
| EOY | $32,609,716 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,237,730 | BOYAmt |
| EOY | $35,290,081 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,136,271 | BOYAmt |
| EOY | $42,186,545 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,521,888 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $4,574,239 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,826,758 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,546,800 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,081,427 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,343,333 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,659,124 | CurrentTaxYearAmt |
| Total | $48,457,442 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,826,758 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,546,800 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,081,427 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,343,333 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,659,124 | CurrentTaxYearAmt |
| Total | $48,457,442 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $48,457,442 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,092 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $704 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,152 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,203 | CurrentTaxYearAmt |
| Total | $15,151 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $57,627 | CurrentTaxYearMinus3YearsAmt |
| Total | $57,627 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $48,530,220 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,013,882 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.99850 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99880 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS - 2020 AMOUNT: $ 57,627. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,341,370 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3,337,936 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,092,170 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $68,683 | AdministrativeExpensesAmt |
| End Year Balance | $30,518,453 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,573,419 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,977,136 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $144,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $65,185 | AdministrativeExpensesAmt |
| End Year Balance | $28,341,370 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $30,731,842 | BeginningYearBalanceAmt |
| Contributions | $500,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,347,406 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,259,643 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $51,374 | AdministrativeExpensesAmt |
| End Year Balance | $26,573,419 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,774,590 | BeginningYearBalanceAmt |
| Contributions | $250,000 | ContributionsAmt |
| Investment Earnings Or Losses | $7,434,962 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,656,646 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $71,064 | AdministrativeExpensesAmt |
| End Year Balance | $30,731,842 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $30,630,570 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $691,797 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,224,818 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,250,000 | OtherExpendituresAmt |
| Administrative Expenses | $72,959 | AdministrativeExpensesAmt |
| End Year Balance | $24,774,590 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,564,480 | OtherCostOrOtherBasisAmt |
| Depreciation | $720,328 | DepreciationAmt |
| Book Value | $844,152 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $42,185 | OtherCostOrOtherBasisAmt |
| Depreciation | $29,318 | DepreciationAmt |
| Book Value | $12,867 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $857,019 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| FFTC BENEFICIAL INTEREST INVESTMENTS | $30,518,453 | F |
| BENEFICIAL INTEREST NOTES RECEIVABLE | $1,500,000 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $32,018,453 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO ENDOWMENT | Desc |
| Amt | $1,500,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,500,000 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $9,406,280 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $1,747,156 | OtherRevenueAmt |
| Revenue Not Reported | $1,747,156 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,659,124 | RevenueSubtotalAmt |
| Other Revenues Not Included | $379,593 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $379,593 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,038,717 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,560,605 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,560,605 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,560,605 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | ASC'S ENDOWMENT CONSISTS OF 21 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. |
| PART X, LINE 2: | ASC IS EXEMPT FROM FEDERAL INCOME TAX UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). IN ACCORDANCE WITH IRC REGULATIONS, ASC IS TAXED ON UNRELATED BUSINESS INCOME, WHICH CONSISTS OF EARNINGS FROM ACTIVITIES NOT RELATED TO THE EXEMPT PURPOSE OF ASC. ASC ACCOUNTS FOR TAX UNCERTAINTIES BASED ON A MORE LIKELY THAN NOT RECOGNITION THRESHOLD WHEREBY TAX BENEFITS ARE ONLY RECOGNIZED WHEN ASC BELIEVES THAT THEY HAVE A GREATER THAN 50% LIKELIHOOD OF BEING SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | ALLOCATION OF ALLOWABLE ENDOWMENT BEFORE SPENDING 1,747,156. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RENTAL INCOME 373,390. INVESTMENT INCOME 6,203. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (85 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| A SIGN OF THE TIMES OF THE CAROLINAS | ||||||||
| 6228 EAGLE PEAK DR | CHARLOTTE | NC | 28214 | 204766220 | 501(C)3 | $20,000 | $0 | TECHNICAL ASSISTANCE - ARPA |
| AMERICAN CAPOEIRA FOUNDATION | ||||||||
| 2422 MADELINE MEADOW DRIVE | CHARLOTTE | NC | 28217 | 471250928 | 501(C)3 | $37,000 | $0 | CULTURAL VISION GRANTS AND TECHNICAL ASSISTANCE - ARPA |
| ANDREAS H BECHTLER ARTS FOUNDATION | ||||||||
| 420 S TRYON ST | CHARLOTTE | NC | 28202 | 562225722 | 501(C)3 | $336,465 | $0 | OPERATING SUPPORT |
| ARTSPLUS | ||||||||
| PO BOX 32757 | CHARLOTTE | NC | 28208 | 591356847 | 501(C)3 | $35,233 | $0 | CULTURAL VISION GRANTS AND CULTURE BLOCKS PROGRAM INVESTMENT |
| ARTWALKS CLT INC | ||||||||
| 2030 DARTMOUTH PL | CHARLOTTE | NC | 28212 | 921675871 | 501(C)3 | $16,118 | $0 | KNIGHT FOUNDATION AND CULTURAL VISON GRANTS |
| BARRE BELLE | ||||||||
| 5643 TIPPERLINN WAY | CHARLOTTE | NC | 28278 | 833468094 | 501(C)3 | $20,000 | $0 | TECHNICAL ASSISTANCE - ARPA |
| BLACK GIRLS FILM CAMP INC | ||||||||
| 3540 TORINGDON WAY SUITE 200-130 | CHARLOTTE | NC | 28277 | 872502815 | 501(C)3 | $40,000 | $0 | CULTURAL VISION GRANTS AND OPERATING SUPPORT |
| BNS PRODUCTIONS INC | ||||||||
| 9611 BROOKDALE DR 100-161 | CHARLOTTE | NC | 28215 | 810705805 | 501(C)3 | $40,500 | $0 | TECHNICAL ASSISTANCE - ARPA |
| CANADA GLOBAL ENTERPRISES INC | ||||||||
| 7430 ARAGORN LN | CHARLOTTE | NC | 28212 | 831364813 | $58,318 | $0 | CAPACITY BUILDING SUPPORT | |
| CAROLINAS LATIN DANCE COMPANY | ||||||||
| PO BOX 43770 | CHARLOTTE | NC | 28215 | 562276606 | 501(C)3 | $10,000 | $0 | TA - ARPA |
| CAROLINE CALOUCHE & CO | ||||||||
| 9315 MONROE ROAD STE E | CHARLOTTE | NC | 28270 | 203607784 | 501(C)3 | $17,400 | $0 | CULTURAL VISION GRANTS |
| CAROLINE CALOUCHE & CO CHARLOTTE CIRQUE & DANCE CENTER | ||||||||
| 9315 MONROE ROAD STE E | CHARLOTTE | NC | 28270 | 203607784 | 501(C)3 | $13,604 | $0 | CULTURE BLOCKS PROGRAM INVESTMENT |
| CHARLOTTE BALLET | ||||||||
| 701 NTRYON STREET | CHARLOTTE | NC | 28202 | 581314711 | 501(C)3 | $112,052 | $0 | CULTURE BLOCKS PROGRAM INVESTMENT |
| CHARLOTTE DANCE FESTIVAL | ||||||||
| 10515 HAWICK COURT | CHARLOTTE | NC | 28270 | 261781095 | 501(C)3 | $9,000 | $0 | CULTURAL VISION GRANTS |
| CHARLOTTE DRAGON BOAT ASSOCIATION | ||||||||
| 4700 CARSONS POND RD | CHARLOTTE | NC | 282263204 | 270270077 | 501(C)3 | $15,000 | $0 | CULTURAL VISION GRANTS |
| CHARLOTTE FILM SOCIETY | ||||||||
| 4237 RALEIGH STREET SUITE 4 | CHARLOTTE | NC | 28213 | 273319192 | 501(C)3 | $25,836 | $0 | CAPACITY BUILDING SUPPORT |
| CHARLOTTE MASTER CHORALE | ||||||||
| 1000 E MOREHEAD ST | CHARLOTTE | NC | 28204 | 831668935 | 501(C)3 | $19,000 | $0 | CULTURAL VISION GRANTS |
| CHARLOTTE PRIDE BAND | ||||||||
| PO BOX 11566 | CHARLOTTE | NC | 28220 | 352380910 | 501(C)3 | $20,000 | $0 | CULTURAL VISION GRANTS |
| CHARLOTTE PRIDE INC | ||||||||
| 1900 THE PLAZA | CHARLOTTE | NC | 28205 | 562225983 | 501(C)3 | $5,750 | $0 | CULTURE BLOCKS PROGRAM INVESTMENT |
| CHARLOTTE SYMPHONY ORCHESTRA SOCIETY | ||||||||
| 128 S TRYON ST STE 350 | CHARLOTTE | NC | 28202 | 566011568 | 501(C)3 | $123,250 | $0 | OPERATING SUPPORT |
| CHILDREN'S THEATRE OF CHARLOTTE INC | ||||||||
| 300 EAST 7TH STREET | CHARLOTTE | NC | 28202 | 561028031 | 501(C)3 | $25,571 | $0 | OPERATING SUPPORT |
| CINEODYSSEY FILM FESTIVAL | ||||||||
| 4022 CANTERBROOK DR | CHARLOTTE | NC | 28269 | 464906906 | 501(C)3 | $21,500 | $0 | OPERATING SUPPORT |
| CLAYWORKS INC | ||||||||
| 4506 MONROE ROAD | CHARLOTTE | NC | 28205 | 900198258 | 501(C)3 | $129,773 | $0 | OPERATING SUPPORT |
| CORNELIUS ARTS & COMMUNITY CENTER INC (CAIN CENTER FOR THE ARTS) | ||||||||
| 21348 CATAWBA AVE | CORNELIUS | NC | 28031 | 814628087 | 501(C)3 | $10,000 | $0 | CAPACITY BUILDING SUPPORT |
| CREATING EXPOSURE THROUGH THE ARTS | ||||||||
| 4604 EMORY LANE | CHARLOTTE | NC | 28211 | 461921527 | 501(C)3 | $82,800 | $0 | CULTURE BLOCKS PROGRAM INVESTMENT |
| CULTURE QUEENS OUTDOORS | ||||||||
| 201 NORTH MCDOWELL STREET 30622 | CHARLOTTE | NC | 282300622 | 844675912 | 501(C)3 | $20,000 | $0 | CULTURAL VISION GRANTS |
| DISCOVERY PLACE INC | ||||||||
| 301 NORTH TRYON STREET | CHARLOTTE | NC | 28202 | 560529944 | 501(C)3 | $10,424 | $0 | SCHOOL FUNDING OPPORTUNITIES |
| EMBRACE ALL LATINO VOICES | ||||||||
| 3719 LATROBE DRIVE OFFICE 830 | CHARLOTTE | NC | 28211 | 384281347 | 501(C)3 | $30,000 | $0 | CULTURAL VISION GRANTS |
| FIRST BAPTIST CHURCH WEST COMMUNITY SERVICES ASSOCIATION | ||||||||
| 1801 OAKLAWN AVENUE | CHARLOTTE | NC | 28216 | 900080769 | 501(C)3 | $20,000 | $0 | CULTURAL VISION GRANTS |
| FOR THE STRUGGLE INC | ||||||||
| 1420 BEATTIES FORD RD | CHARLOTTE | NC | 28216 | 834652690 | 501(C)3 | $5,750 | $0 | CULTURE BLOCKS PROGRAM INVESTMENT |
| GAY MENS CHORUS OF CHARLOTTE | ||||||||
| 3601 CENTRAL AVE | CHARLOTTE | NC | 28205 | 205361365 | 501(C)3 | $30,637 | $0 | OPERATING SUPPORT |
| GIRLS ROCK CHARLOTTE | ||||||||
| 423 E 22ND ST | CHARLOTTE | NC | 28206 | 473489351 | 501(C)3 | $91,770 | $0 | OPERATING SUPPORT |
| GOODYEAR ARTS | ||||||||
| 301 CAMP RD 200 | CHARLOTTE | NC | 28206 | 821291043 | 501(C)3 | $15,000 | $0 | CAPACITY BUILDING SUPPORT |
| GUERILLA POETS LTD | ||||||||
| 4237 RALEIGH ST | CHARLOTTE | NC | 28213 | 812940795 | 501(C)3 | $5,750 | $0 | CULTURE BLOCKS PROGRAM INVESTMENT |
| HOLIDAY WISH FOUNDATION | ||||||||
| 6800 RAMBLING ROSE DRIVE | CHARLOTTE | NC | 28212 | 850092356 | 501(C)3 | $10,000 | $0 | TECHNICAL ASSISTANCE - ARPA |
| INDIA ASSOCIATION OF CHARLOTTE | ||||||||
| 3212 DEVON CROFT LN | CHARLOTTE | NC | 28202 | 561907586 | 501(C)3 | $40,252 | $0 | CULTURAL VISION GRANTS |
| JAZZARTS CHARLOTTE | ||||||||
| 700 N TRYON ST | CHARLOTTE | NC | 28202 | 271728470 | 501(C)3 | $30,000 | $0 | CULTURAL VISION GRANTS |
| LA CASA DE LA CULTURATHE CULTURE HOUSE | ||||||||
| 1411 MAINLINE BLVD APT 2203 | CHARLOTTE | NC | 282030024 | 920706347 | 501(C)3 | $5,750 | $0 | CULTURE BLOCKS PROGRAM INVESTMENT |
| LORIEN ACADEMY OF THE ARTS INC | ||||||||
| 2461 ARTY AVE | CHARLOTTE | NC | 282085003 | 822409144 | 501(C)3 | $40,000 | $0 | CULTURAL VISION GRANTS |
| MARTHA CONNERTON KINETIC WORKS INC | ||||||||
| 1609 NASSAU BLVD | CHARLOTTE | NC | 28205 | 562266383 | 501(C)3 | $18,000 | $0 | CULTURAL VISION GRANTS |
| MINT MUSEUM OF ART INC | ||||||||
| 2730 RANDOLPH ROAD | CHARLOTTE | NC | 28205 | 560670666 | 501(C)3 | $20,000 | $0 | CULTURAL VISION GRANTS |
| MOVEMENT MIGRATION | ||||||||
| 14311 REESE BLVD WEST STE 2A 307 | HUNTERSVILLE | NC | 28078 | 841954743 | 501(C)3 | $56,190 | $0 | OPERATING SUPPORT |
| MOVING POETS CHARLOTTE INC | ||||||||
| 2107 MANDARIN BLVD | CHARLOTTE | NC | 28205 | 461514126 | 501(C)3 | $18,550 | $0 | OPERATING SUPPORT |
| MOVING SPIRITS INC | ||||||||
| 1647 CLOONEY LANE | CHARLOTTE | NC | 28262 | 453503467 | 501(C)3 | $11,194 | $0 | OPERATING SUPPORT |
| MUSIC AT ST ALBAN'S | ||||||||
| PO BOX 731 | DAVIDSON | NC | 28036 | 464695666 | 501(C)3 | $20,000 | $0 | CULTURAL VISION GRANTS |
| NORTH CAROLINA BAROQUE ORCHESTRA INC | ||||||||
| PO BOX 2305 | DAVIDSON | NC | 28036 | 842690097 | 501(C)3 | $40,000 | $0 | CULTURAL VISION GRANTS |
| NORTH CAROLINA PERFORMING ARTS CENTER AT CHARLOTTE FOUNDATION | ||||||||
| 130 N TRYON ST | CHARLOTTE | NC | 28202 | 581791724 | 501(C)3 | $17,740 | $0 | CULTURAL VISION GRANTS |
| OBEY FOUNDATION INC | ||||||||
| 7926 ROBINSON CHURCH RD | CHARLOTTE | NC | 28215 | 133985609 | 501(C)3 | $27,025 | $0 | CULTURE BLOCKS PROGRAM INVESTMENT |
| OBRA COLLECTIVE | ||||||||
| 628 SWEETGUM LN | CHARLOTTE | NC | 28211 | 871736320 | 501(C)3 | $20,000 | $0 | TA - ARPA |
| ONE VOICE INC | ||||||||
| PO BOX 9241 | CHARLOTTE | NC | 28299 | 581979889 | 501(C)3 | $38,000 | $0 | OPERATING SUPPORT |
| OPEN DOOR DANCE FOUNDATION | ||||||||
| 614 CLEMENT AVE | CHARLOTTE | NC | 28204 | 462074511 | 501(C)3 | $32,993 | $0 | CULTURAL VISION GRANTS |
| OPERA CAROLINA | ||||||||
| 1600 ELIZABETH AVE | CHARLOTTE | NC | 28204 | 566019660 | 501(C)3 | $102,758 | $0 | OPERATING SUPPORT |
| OUR DAILY BREAD FOUNDATION | ||||||||
| 501 N TRYON ST | CHARLOTTE | NC | 28202 | 831487766 | 501(C)3 | $20,000 | $0 | OPERATING SUPPORT |
| OURBRIDGE INC | ||||||||
| 3925 WILLARD FARROW DR | CHARLOTTE | NC | 28215 | 463784901 | 501(C)3 | $20,000 | $0 | CULTURAL VISION GRANTS |
| PLAYING FOR OTHERS INC | ||||||||
| 2205 EAST 5TH STREET | CHARLOTTE | NC | 28204 | 201426441 | 501(C)3 | $20,000 | $0 | CULTURAL VISION GRANTS |
| POWER UP USA | ||||||||
| 201 N MCDOWELL STREET UNIT 33475 | CHARLOTTE | NC | 28233 | 822375680 | $20,000 | $0 | TA - ARPA | |
| PROJECT SCIENTIST | ||||||||
| 548 MARKET ST PMB 83994 | CHARLOTTE | NC | 28215 | 461763945 | 501(C)3 | $20,000 | $0 | CULTURAL VISION GRANTS |
| PROMISE RESOURCE NETWORK | ||||||||
| 2224 THE PLAZA | CHARLOTTE | NC | 28205 | 272648129 | 501(C)3 | $18,500 | $0 | CULTURAL VISION GRANTS |
| QUEEN CITY CONCERTS CORPORATION | ||||||||
| 7020 OLD OAK LANE | CHARLOTTE | NC | 28202 | 920249622 | 501(C)3 | $40,000 | $0 | CULTURAL VISION GRANTS |
| QUEEN CITY ROBOTICS ALLIANCE | ||||||||
| 2102 CAMBRIDGE BELTWAY DRIVE | CHARLOTTE | NC | 28273 | 461843966 | 501(C)3 | $20,000 | $0 | CULTURAL VISION GRANTS |
| QUEENS UNIVERSITY OF CHARLOTTE | ||||||||
| 1900 SELWYN AVENUE | CHARLOTTE | NC | 28274 | 560530003 | 501(C)3 | $37,000 | $0 | CULTURAL VISION GRANTS |
| QUE-OS | ||||||||
| PO BOX 11256 | CHARLOTTE | NC | 282201256 | 460643659 | 501(C)3 | $48,750 | $0 | OPERATING SUPPORT |
| ROBIN ANTOINETTES ARTS FOR ALL | ||||||||
| 13131 ROSEDALE HILL AVENUE | HUNTERSVILLE | NC | 28078 | 463773902 | 501(C)3 | $11,160 | $0 | CULTURE BLOCKS PROGRAM INVESTMENT |
| SHAE MOVEMENT AFRICAN ARTS CULTURAL ENTITY | ||||||||
| 7624 JENNY ANN DRIVE | CHARLOTTE | NC | 28216 | 811616872 | 501(C)3 | $10,000 | $0 | CULTURAL VISION GRANTS |
| SMITHVILLE COMMUNITY COALITION | ||||||||
| PO BOX 1206 | CORNELIUS | NC | 28031 | 461055584 | 501(C)3 | $12,850 | $0 | CULTURAL VISION GRANTS |
| SULLENBERGER AVIATION MUSEUM | ||||||||
| 4108 MINUTEMAN WAY | CHARLOTTE | NC | 28208 | 561769105 | 501(C)3 | $40,000 | $0 | CULTURAL VISION GRANTS |
| THE APPLESAUCE GROUP | ||||||||
| 1646 WASHINGTON AVE | CHARLOTTE | NC | 28216 | 844633674 | 501(C)3 | $5,750 | $0 | OPERATING SUPPORT |
| THE CHARLOTTE MUSEUM OF HISTORY INC | ||||||||
| 3500 SHAMROCK DRIVE | CHARLOTTE | NC | 28215 | 237125613 | 501(C)3 | $25,750 | $0 | CULTURE BLOCKS PROGRAM INVESTMENT |
| THE CREATIVE CORNERSTONE | ||||||||
| 920 BLAIRHILL RD SUITE B 101 | CHARLOTTE | NC | 28217 | 921081124 | 501(C)3 | $23,000 | $0 | CULTURAL VISION GRANTS |
| THE LIGHT FACTORY | ||||||||
| 700 NORTH TRYON STREET | CHARLOTTE | NC | 28203 | 510185359 | 501(C)3 | $16,300 | $0 | CULTURAL VISION GRANTS |
| THE NAIJA GODDESS INC | ||||||||
| 15713 TYSONS CORNER ROAD | HUNTERSVILLE | NC | 28078 | 861657905 | $15,812 | $0 | CULTURE BLOCKS PROGRAM INVESTMENT | |
| THE QC FAMILY TREE INC | ||||||||
| 2910 PARKWAY AVE | CHARLOTTE | NC | 28208 | 204091165 | 501(C)3 | $31,027 | $0 | CULTURAL VISION GRANTS |
| THE ROYAL CITY COLLABORATION CORP | ||||||||
| 11004 BALLARDS POND LN | MATTHEWS | NC | 28105 | 823281642 | 501(C)3 | $30,000 | $0 | OPERATING SUPPORT |
| THE SANCTUARY IN THE CITY | ||||||||
| 1116 WOODHALL DR | HUNTERSVILLE | NC | 28078 | 825025260 | 501(C)3 | $10,000 | $0 | CULTURAL VISION GRANTS |
| THE TRUSTEES OF DAVIDSON COLLEGE | ||||||||
| 209 RIDGE RD BOX 5000 | DAVIDSON | NC | 28035 | 560529961 | 501(C)3 | $20,000 | $0 | CULTURAL VISION GRANTS |
| THEATRE CHARLOTTE INC | ||||||||
| 501 QUEEN ROAD | CHARLOTTE | NC | 28207 | 560591306 | 501(C)3 | $15,000 | $0 | OPERATING SUPPORT |
| THEATRE GAP INITIATIVE | ||||||||
| 3415 CHARDMORE DRIVE | MATTHEWS | NC | 28105 | 861460904 | 501(C)3 | $84,000 | $0 | OPERATING SUPPORT |
| THREE BONE THEATRE | ||||||||
| 842 LINDA LANE | CHARLOTTE | NC | 28211 | 464220126 | 501(C)3 | $20,000 | $0 | CULTURAL VISION GRANTS |
| TOSCO MUSIC PARTIES INC | ||||||||
| 4953 ALBEMARLE RD | CHARLOTTE | NC | 28205 | 562135861 | 501(C)3 | $20,000 | $0 | CULTURAL VISION GRANTS |
| TOWN OF DAVIDSON | ||||||||
| 251 SOUTH STREET | DAVIDSON | NC | 28036 | 566001212 | TOWN OF DAVIDSON, NC | $7,500 | $0 | CULTURE BLOCKS PROGRAM INVESTMENT |
| TOWN OF MATTHEWS | ||||||||
| 232 MATTHEWS STATION STREET | MATTHEWS | NC | 28105 | 566001283 | TOWN OF MATTHEWS, NC | $14,375 | $0 | CULTURE BLOCKS PROGRAM INVESTMENT |
| UNIVERSITY CITY FOUNDATION INC | ||||||||
| 8801 J M KEYNES DRIVE | CHARLOTTE | NC | 28262 | 814461399 | 501(C)3 | $11,500 | $0 | CULTURE BLOCKS PROGRAM INVESTMENT |
| VAPA CENTER | ||||||||
| 700 NORTH TRYON STREET | CHARLOTTE | NC | 28202 | 873529263 | 501(C)3 | $20,000 | $0 | TA - ARPA |
| WALL POEMS INC | ||||||||
| 1221 ROLLINS AVENUE | CHARLOTTE | NC | 28205 | 472343001 | 501(C)3 | $15,000 | $0 | KNIGHT FOUNDATION |
| WANDERLUST ARTS INC | ||||||||
| 2317 COMMONWEALTH AVE | CHARLOTTE | NC | 28205 | 831638116 | 501(C)3 | $20,000 | $0 | CULTURAL VISION GRANTS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 83 | Total501c3OrgCnt |
| Total Other Org | 3 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (8 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| ARTIST SUPPORT GRANTS | 123 | $352,676 |
| SEED GRANTS | 19 | $152,000 |
| CULTURAL VISION GRANTS | 19 | $286,575 |
| CULTURE BLOCKS PROGRAM INVESTMENT | 54 | $628,096 |
| FOUNDERS GRANTS | 5 | $250,000 |
| KNIGHT FOUNDATION | 18 | $260,966 |
| SCHOOL FUNDING OPPORTUNITIES | 175 | $224,829 |
| TECHNICAL ASSISTANCE | 3 | $55,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | OPERATING SUPPORT GRANT RECIPIENTS ARE REQUIRED TO SUBMIT THE FOLLOWING DOCUMENTATION TO MONITOR THE USE OF GRANT FUNDS: SIGNED GRANT AGREEMENT - REQUIRED BEFORE FIRST PAYMENT; METRICS GRID (CREATED BY EACH ORGANIZATION LISTING THEIR TOP 3 METRICS OF SUCCESS FOR THE FISCAL YEAR) IS SUBMITTED IN JULY, UPDATED IN JANUARY, WITH A FINAL REPORT SUBMITTED IN JULY; QUARTERLY BUDGET TO ACTUAL FINANCIALS; AUDIT OR COMPILATION OF PREVIOUS YEAR; COPIES OF BROCHURES AND MAILINGS; QUARTERLY ATTENDANCE FIGURES AND BOARD OF DIRECTORS LIST. ASC STAFF ALSO MONITORS GRANT RECIPIENTS BY CONDUCTING SITE VISITS AND CONDUCTING FACE-TO-FACE MEETINGS DURING THE AWARD YEAR. PROJECT GRANT RECIPIENTS ARE REQUIRED TO SUBMIT THE FOLLOWING DOCUMENTATION TO MONITOR THE USE OF GRANT FUNDS: INITIAL PAPERWORK - SIGNED GRANT AGREEMENT; REVISED NARRATIVE AND BUDGET (IF THE GRANTEE RECEIVED LESS THAN THE AMOUNT REQUESTED). FINAL PAPERWORK - FINAL REPORT OUTLINING ASSESSMENT AND EVALUATION; FINAL BUDGET AND PROJECT DOCUMENTATION. ADDITIONALLY, PROJECT GRANT RECIPIENTS WHO RECEIVE STATE SUB-GRANTS ARE REQUIRED TO SUBMIT ADDITIONAL PAPERWORK, INCLUDING A NOTARIZED CONFLICT OF INTEREST POLICY, A NOTARIZED NO OVERDUE TAX DEBT FORM, A STATE GRANT CERTIFICATION AND A SWORN STATEMENT AND STATE GRANT COMPLIANCE REPORT. ASC STAFF ALSO PERIODICALLY MONITORS GRANT RECIPIENTS BY CONDUCTING SITE VISITS TO FUNDED PROJECTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KRISTA TERRELL | PersonNm |
| Title | PRESIDENT (THRU 1/24) | TitleTxt |
| Base Compensation Filing Org | $176,555 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $10,000 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $90 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $5,663 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $17,234 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $209,542 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE PRESIDENT'S COMPENSATION IS ESTABLISHED ANNUALLY BY THE OFFICERS OF THE BOARD OF DIRECTORS. COMPENSATION ADJUSTMENTS ARE MADE BASED ON INDIVIDUAL PERFORMANCE (AS DETERMINED THROUGH A 360 DEGREE REVIEW), MARKET CONDITIONS, AND COMPARABLE NONPROFIT PEER COMPENSATION. DISCUSSIONS ARE DOCUMENTED IN THE MEETING MINUTES. THE OFFICERS OF THE BOARD OF DIRECTORS ALSO ESTABLISH THE PRESIDENT'S ANNUAL PERFORMANCE BONUS BASED ON ORGANIZATIONAL AND PERSONAL PERFORMANCE WITHIN THE GUIDELINES OF THE BONUS PROGRAM APPROVED BY THE BOARD OF DIRECTORS. THE PRESIDENT IS RESPONSIBLE FOR ESTABLISHING THE SALARIES OF HIS/HER DIRECT REPORTS, INCLUDING KEY EMPLOYEES. COMPENSATION ADJUSTMENTS FOR KEY EMPLOYEES ARE SHARED WITH THE OFFICERS OF THE BOARD OF DIRECTORS TO ENSURE REASONABLENESS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD TREASURER AND CONTROLLER EACH REVIEW A DRAFT OF THE 990 IN DETAIL. UPON THEIR ACCEPTANCE OF THE DOCUMENT, THE FORM 990 IS SHARED WITH THE FULL BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD MEMBERS AND STAFF ARE PROVIDED A COPY OF THE CONFLICT OF INTEREST POLICY EACH JULY AND ASKED TO REVIEW AND SIGN THE FORM INDICATING THEY HAVE READ THE POLICY AND MADE ANY APPROPRIATE DISCLOSURES. SHOULD A CONFLICT EXIST ON A MATTER COMING TO A VOTE, THE MEMBER WITH THE CONFLICT WOULD EXCUSE HIMSELF/HERSELF FROM THE VOTE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PRESIDENT'S COMPENSATION IS ESTABLISHED ANNUALLY BY THE OFFICERS OF THE BOARD OF DIRECTORS. COMPENSATION ADJUSTMENTS ARE MADE BASED ON INDIVIDUAL PERFORMANCE (AS DETERMINED THROUGH A 360 DEGREE REVIEW), MARKET CONDITIONS, AND COMPARABLE NONPROFIT PEER COMPENSATION. DISCUSSIONS ARE DOCUMENTED IN THE MEETING MINUTES. THE OFFICERS OF THE BOARD OF DIRECTORS ALSO ESTABLISH THE PRESIDENT'S ANNUAL PERFORMANCE BONUS BASED ON ORGANIZATIONAL AND PERSONAL PERFORMANCE WITHIN THE GUIDELINES OF THE BONUS PROGRAM APPROVED BY THE BOARD OF DIRECTORS. THE PRESIDENT IS RESPONSIBLE FOR ESTABLISHING THE SALARIES OF HIS DIRECT REPORTS, INCLUDING KEY EMPLOYEES. COMPENSATION ADJUSTMENTS FOR KEY EMPLOYEES ARE SHARED WITH THE OFFICERS OF THE BOARD OF DIRECTORS TO ENSURE REASONABLENESS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN BENEFICIAL INTEREST 3,424,239. AUDIT RESTATEMENT OF NET ASSETS 1,150,000. |
| FORM 990, PART XII, LINE 2C: | PROCESS IS UNCHANGED FROM PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREATER CHARLOTTE CULTURAL TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 217 S TRYON ST | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 820576292 | EIN |
| Primary Activities | ENDOWMENT INVESTMENT & ADMINISTRATION | PrimaryActivitiesTxt |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12A, I | PublicCharityStatusTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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