COMMUNITY FOUNDATION OF HENDERSON COUNTY INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOUNDATION OF HENDERSON COUNTY INC (EIN 56-1330792)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-11-26
- IRS object ID
- 202413319349300211
- Schema version
- 2023v5.0
- 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 | 2024-11-26T09:11:53-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 383828234 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARTER P C | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 COLLEGE ST STE 320 | AddressLine1Txt |
| City | ASHEVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 288012449 | 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 | 561330792 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOUNDATION OF HENDERSON | BusinessNameLine1Txt |
| Business Name Line2 | COUNTY INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMM | BusinessNameControlTxt |
| Phone | 8286976224 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 N MAIN ST STE 300 | AddressLine1Txt |
| City | HENDERSONVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28792 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MCCRAY V BENSON | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 8286976224 | PhoneNum |
| Signature | 2024-11-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RUFUS W DOLLAR | PreparerPersonNm |
| PTIN | P01293995 | PTIN |
| Phone | 8282599900 | PhoneNum |
| Preparation | 2024-11-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MCCRAY V BENSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 N MAIN ST STE 300 | AddressLine1Txt |
| City | HENDERSONVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28792 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $34,295,327 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | CFHCFOREVER.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1982 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | BUILD, MANAGE AND GRANT CHARITABLE CAPITAL, SERVING INDIVIDUALS, FAMILY AND COMMUNITY PHILANTHROPY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 12 | TotalEmployeeCnt |
| Total Volunteers | 70 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $5,909,461 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,488,621 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,370,827 | PYInvestmentIncomeAmt |
| CY Investment Income | $13,194,552 | CYInvestmentIncomeAmt |
| PY Other Revenue | $91,867 | PYOtherRevenueAmt |
| CY Other Revenue | $280,566 | CYOtherRevenueAmt |
| PY Total Revenue | $10,372,155 | PYTotalRevenueAmt |
| CY Total Revenue | $19,963,739 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,204,148 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,205,947 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $837,363 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $786,828 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $150,725 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $741,631 | PYOtherExpensesAmt |
| CY Other Expenses | $706,888 | CYOtherExpensesAmt |
| PY Total Expenses | $6,783,142 | PYTotalExpensesAmt |
| CY Total Expenses | $6,699,663 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,589,013 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $13,264,076 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $131,426,355 | TotalAssetsBOYAmt |
| Total Assets EOY | $147,445,991 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,517,071 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,358,733 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $129,909,284 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $146,087,258 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | HELPING PEOPLE WHO CARE MAKE LASTING CONTRIBUTIONS TO CAUSES THAT MATTER, COMMUNITY FOUNDATION OF HENDERSON COUNTY IS A HIGHLY VISIBLE, PHILANTHROPIC LEADER DIRECTED BY AN ENGAGED AND COMMITTED BOARD, STAFFED BY QUALIFIED EMPLOYEES, EMPOWERING DONORS AT ALL LEVELS TO INVEST IN PROFESSIONALLY MANAGED CHARITABLE FUNDS THAT ADDRESS COMMUNITY NEEDS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $5,335,413 | ExpenseAmt |
| Grant | $4,704,148 | GrantAmt |
| Desc | FOUNDED IN 1982, COMMUNITY FOUNDATION OF HENDERSON COUNTY SERVES THE ENTIRE COMMUNITY BY RECEIVING, MANAGING, DISTRIBUTING FUNDS FOR CHARITABLE PURPOSES, AND CONSULTATION ON CHARITABLE PROGRAMS TO FULFILL DONOR'S WISHES. CONTRIBUTIONS MAY BE POOLED AND INVESTED, SO THAT THE INCOME PROVIDES A PERMANENT SOURCE OF GRANT MONIES FOR GENERAL OR SPECIFIC PURPOSES. THE FOUNDATION AWARDS GRANTS THROUGH BOTH COMPETITIVE AND NON- COMPETITIVE PROCESSES WITH THE GREATEST NUMBER OF GRANTS BEING NON- COMPETITIVE, INCLUDING DESIGNATED AND DONOR ADVISED GRANTS. GRANTS WERE AWARDED TO 398 ORGANIZATIONS REPRESENTING A BROAD SPECTRUM OF SERVICES. GRANTS ARE CATEGORIZED INTO NINE PROGRAM AREAS: ANIMAL CARE, ARTS AND CULTURE, CIVIC AND COMMUNITY AFFAIRS, CONSERVATION, EDUCATION, HEALTH, HUMAN SERVICES, RELIGIOUS, AND OTHER. THE FOUNDATION USES STRATEGIES ON CONVENING COMMUNITY INTEREST; ENGAGE LEADERSHIP, VOLUNTEERS AND ORGANIZATIONS TO WORK COLLABORATIVELY ON COMMUNITY ISSUES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $501,799 | ExpenseAmt |
| Grant | $501,799 | GrantAmt |
| Desc | THE FOUNDATION WAS ORIGINALLY FOUNDED WITH FUNDS DESIGNATED FOR SCHOLARSHIP PURPOSES. OVER THE YEARS, THIS AREA OF FOCUS HAS GROWN TO NOW INCLUDE 117 SCHOLARSHIPS FUNDS. THE FOUNDATION ADMINISTERS A SCHOLARSHIP PROGRAM THAT EACH YEAR HELPS LOCAL STUDENTS PURSUE THEIR DREAMS AND GOALS AT COLLEGES, UNIVERSITIES, AND TRADE OR TECHNICAL SCHOOLS. IN THE FISCAL YEAR 2023- 2024, ACADEMIC AWARDS AND SCHOLARSHIPS WERE AWARDED TO 266 INDIVIDUALS PRIMARILY IN HENDERSON COUNTY, NORTH CAROLINA. THE MAJORITY OF THE FOUNDATION SCHOLARSHIPS ARE BASED ON ACADEMIC ABILITY AND FINANCIAL NEED. HOWEVER, SOME SCHOLARSHIPS HAVE SPECIFIC ELIGIBILITY REQUIREMENTS BASED ON THE DONOR'S CHARITABLE DESIRES. ACTUAL AWARDS VARY DEPENDING UPON THE AVAILABLE INCOME IN EACH INDIVIDUAL SCHOLARSHIP FUND. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $5,837,212 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 12 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (true) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (true) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RACHEL W BUCHANAN | PersonNm |
| Phone | 8286976224 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 N MAIN ST STE 300 | AddressLine1Txt |
| City | HENDERSONVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28792 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| STAN DUNCAN | ||||||
| CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RUTH BIRGE | ||||||
| VICE CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TIM KRIEGEL | ||||||
| TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CAROLINE GUNTHER | ||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BILL MCKIBBIN | ||||||
| PAST CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KEN ADAMS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| STEVEN DOZIER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ANDERSON ELLIS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JULIA FAWCETT | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ERIC GASH | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BILL HALE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MATT HENRY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DORA KATSADOUROS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BRYCE MALSBARY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| WENDY FRYE MASON | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CAROLINA MCCREADY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LUTRELLE O'CAIN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BRETT SHAFFER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KEVIN YOUNG | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MCCRAY V BENSON | ||||||
| PRESIDENT/CE | 40.00 | Yes (X) | $196,332 | $0 | $36,269 | |
| RACHEL W BUCHANAN | ||||||
| CFO | 40.00 | Yes (X) | $112,493 | $0 | $20,183 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $308,825 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $56,452 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FUND EVALUATION GROUP INC | PersonNm |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 E 5TH ST 1600 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | CONSULTANT | ServicesDesc |
| Compensation | $106,660 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $6,488,621 | AllOtherContributionsAmt |
| Noncash Contributions | $3,203,271 | NoncashContributionsAmt |
| Total Contributions | $6,488,621 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,166,404 | TotalRevenueColumnAmt |
| Exclusion | $4,166,404 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $23,359,736 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,321,588 | SecuritiesAmt |
| Other | $10,000 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,038,148 | SecuritiesAmt |
| Other | -$10,000 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,028,148 | TotalRevenueColumnAmt |
| Exclusion | $9,028,148 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | BusinessBusinessCd |
|---|---|---|---|
| CHANGE IN VALUE OF SPLIT INT | $185,857 | $185,857 | |
| MANAGEMENT FEES | $77,809 | $77,809 | |
| OTHER INCOME | $16,900 | $16,900 | 525920 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $280,566 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,963,739 | TotalRevenueColumnAmt |
| Exclusion | $13,475,118 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,704,148 | TotalAmt |
| Program Services | $4,704,148 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $501,799 | TotalAmt |
| Program Services | $501,799 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $381,506 | TotalAmt |
| Program Services | $190,753 | ProgramServicesAmt |
| Management And General | $152,602 | ManagementAndGeneralAmt |
| Fundraising | $38,151 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $307,565 | TotalAmt |
| Program Services | $96,722 | ProgramServicesAmt |
| Management And General | $139,244 | ManagementAndGeneralAmt |
| Fundraising | $71,599 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,389 | TotalAmt |
| Program Services | $4,399 | ProgramServicesAmt |
| Management And General | $7,635 | ManagementAndGeneralAmt |
| Fundraising | $4,355 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,791 | TotalAmt |
| Program Services | $11,073 | ProgramServicesAmt |
| Management And General | $15,171 | ManagementAndGeneralAmt |
| Fundraising | $7,547 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,577 | TotalAmt |
| Program Services | $19,497 | ProgramServicesAmt |
| Management And General | $20,251 | ManagementAndGeneralAmt |
| Fundraising | $7,829 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,360 | TotalAmt |
| Management And General | $2,360 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,929 | TotalAmt |
| Management And General | $28,929 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,130 | TotalAmt |
| Management And General | $156,130 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $973 | TotalAmt |
| Management And General | $973 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,989 | TotalAmt |
| Program Services | $11,073 | ProgramServicesAmt |
| Management And General | $13,995 | ManagementAndGeneralAmt |
| Fundraising | $2,921 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,420 | TotalAmt |
| Program Services | $27,729 | ProgramServicesAmt |
| Management And General | $46,145 | ManagementAndGeneralAmt |
| Fundraising | $9,546 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,737 | TotalAmt |
| Program Services | $38,583 | ProgramServicesAmt |
| Management And General | $35,618 | ManagementAndGeneralAmt |
| Fundraising | $6,536 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,205 | TotalAmt |
| Program Services | $6,061 | ProgramServicesAmt |
| Management And General | $14,144 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,555 | TotalAmt |
| Program Services | $4,407 | ProgramServicesAmt |
| Management And General | $7,517 | ManagementAndGeneralAmt |
| Fundraising | $1,631 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,798 | TotalAmt |
| Program Services | $10,431 | ProgramServicesAmt |
| Management And General | $41,367 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,576 | TotalAmt |
| Management And General | $12,966 | ManagementAndGeneralAmt |
| Fundraising | $610 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUITY PAYMENTS | Desc |
| Total | $194,351 | TotalAmt |
| Program Services | $194,351 | ProgramServicesAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,865 | TotalAmt |
| Program Services | $16,186 | ProgramServicesAmt |
| Management And General | $16,679 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,699,663 | TotalAmt |
| Program Services | $5,837,212 | ProgramServicesAmt |
| Management And General | $711,726 | ManagementAndGeneralAmt |
| Fundraising | $150,725 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,551,844 | BOYAmt |
| EOY | $8,448,091 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,406 | BOYAmt |
| EOY | $229,182 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,688 | BOYAmt |
| EOY | $7,337 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,976 | BOYAmt |
| EOY | $28,747 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,952,330 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $977,926 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,025,882 | BOYAmt |
| EOY | $974,404 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,627,559 | BOYAmt |
| EOY | $137,683,230 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,000 | BOYAmt |
| EOY | $75,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,426,355 | BOYAmt |
| EOY | $147,445,991 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,306 | BOYAmt |
| EOY | $54,825 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,489,765 | BOYAmt |
| EOY | $1,303,908 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,517,071 | BOYAmt |
| EOY | $1,358,733 | 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 | $14,239,180 | BOYAmt |
| EOY | $18,916,130 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,670,104 | BOYAmt |
| EOY | $127,171,128 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,909,284 | BOYAmt |
| EOY | $146,087,258 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,426,355 | BOYAmt |
| EOY | $147,445,991 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $13,264,076 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,537,812 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,376,086 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust | Yes (X) | CommunityTrustInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,265,975 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,283,629 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,229,066 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,909,461 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,488,621 | CurrentTaxYearAmt |
| Total | $27,176,752 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,265,975 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,283,629 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,229,066 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,909,461 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,488,621 | CurrentTaxYearAmt |
| Total | $27,176,752 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,949,253 | SubstantialContributorsTotAmt |
| Public Support Total170 | $24,227,499 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,971,479 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,392,464 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,121,017 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,510,601 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,166,404 | CurrentTaxYearAmt |
| Total | $18,161,965 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $52,383 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $58,800 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $54,264 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,362 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $77,809 | CurrentTaxYearAmt |
| Total | $248,618 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $45,587,335 | TotalSupportAmt |
| Public Support CY170 | 0.53150 | PublicSupportCY170Pct |
| Public Support PY170 | 0.57370 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 10 | 170,809 |
| SUPPLEMENTAL INFORMATION | MANAGEMENT FEES COLLECTED FROM ORGANIZATIONAL FUNDS |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 130 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $996,321 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $1,440,312 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $21,124,550 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $109,083,141 | BeginningYearBalanceAmt |
| Contributions | $4,908,010 | ContributionsAmt |
| Investment Earnings Or Losses | $13,452,374 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,517,815 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,142,177 | AdministrativeExpensesAmt |
| End Year Balance | $122,783,533 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $109,809,079 | BeginningYearBalanceAmt |
| Contributions | $3,690,426 | ContributionsAmt |
| Investment Earnings Or Losses | -$102,014 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,256,105 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,058,245 | AdministrativeExpensesAmt |
| End Year Balance | $109,083,141 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $127,011,472 | BeginningYearBalanceAmt |
| Contributions | $4,679,586 | ContributionsAmt |
| Investment Earnings Or Losses | -$17,089,841 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,514,509 | GrantsOrScholarshipsAmt |
| Other Expenditures | $9,660 | OtherExpendituresAmt |
| Administrative Expenses | $1,267,969 | AdministrativeExpensesAmt |
| End Year Balance | $109,809,079 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $98,932,450 | BeginningYearBalanceAmt |
| Contributions | $2,173,566 | ContributionsAmt |
| Investment Earnings Or Losses | $30,553,326 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,374,661 | GrantsOrScholarshipsAmt |
| Other Expenditures | $10,365 | OtherExpendituresAmt |
| Administrative Expenses | $1,262,844 | AdministrativeExpensesAmt |
| End Year Balance | $127,011,472 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $104,460,079 | BeginningYearBalanceAmt |
| Contributions | $2,447,905 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,744,685 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,041,730 | GrantsOrScholarshipsAmt |
| Other Expenditures | $10,236 | OtherExpendituresAmt |
| Administrative Expenses | $1,178,883 | AdministrativeExpensesAmt |
| End Year Balance | $98,932,450 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.03950 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.96050 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $449,300 | OtherCostOrOtherBasisAmt |
| Book Value | $449,300 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $848,935 | OtherCostOrOtherBasisAmt |
| Depreciation | $639,683 | DepreciationAmt |
| Book Value | $209,252 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $559,790 | OtherCostOrOtherBasisAmt |
| Depreciation | $232,924 | DepreciationAmt |
| Book Value | $326,866 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $94,305 | OtherCostOrOtherBasisAmt |
| Depreciation | $105,319 | DepreciationAmt |
| Book Value | -$11,014 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $974,404 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIABILITY UNDER TRUST AGREEMENTS | Desc |
| Amt | $1,303,908 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,303,908 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $21,345,421 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,537,812 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,537,812 | RevenueNotReportedAmt |
| Revenue Subtotal | $19,807,609 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $156,130 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $156,130 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $19,963,739 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,543,533 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $6,543,533 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $156,130 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $156,130 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,699,663 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 2, PART V, LINE 4 | THE PURPOSE OF ENDOWMENTS ARE TO PROVIDE A PERMANENT SOURCE OF GRANT MONIES FOR GENERAL OR SPECIFIC PURPOSES. THE FOUNDATION AWARD GRANTS THROUGH COMPETITIVE, DESIGNATED, FIELD OF INTEREST AND DONOR ADVISED ENDOWMENTS. |
| SCHEDULE D, PAGE 3, PART X | THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SEC 501C3 OF THE INTERNAL REVENUE CODE EXCEPT ON NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES. THE FOUNDATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS MATERIAL TO THE FINANCIAL STATEMENTS. THE FOUNDATION'S FORM 990 FOR THE TAX YEARS ENDED JUNE 30, 2023, 2022, AND 2021 ARE SUBJECT TO EXAMINATION BY THE IRS GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. |
| SCHEDULE D, PAGE 4, PART XIII | CONTRIBUTIONS TO ORGANIZATIONAL ENDOWMENTS AND INVESTMENT INCOME FROM ORGANIZATIONAL ENDOWMENTS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (128 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt |
|---|---|---|---|---|---|---|---|
| ADVENTHEALTH HENDERSONVILLE FOUNDAT | |||||||
| 100 HOSPITAL DR | 851100 | HENDERSONVILLE | NC | 28792 | 592219301 | 501C3 | $81,577 |
| AGUDAS ISRAEL CONGREGATION | |||||||
| 505 GLASGOW LN | HENDERSONVILLE | NC | 28739 | 561150425 | 501C3 | $10,621 | |
| ALL SAINTS ANGLICAN CHURCH | |||||||
| 15 MCDOWELL RD | MILLS RIVER | NC | 28759 | 562096652 | 501C3 | $5,979 | |
| APPALACHIAN WILDLIFE REFUGE | |||||||
| PO BOX 824 | CANDLER | NC | 28715 | 472214085 | 501C3 | $13,000 | |
| ARTHRITIS FOUNDATION | |||||||
| 1355 PEACHTREE ST | NE STE 600 | ATLANTA | GA | 30309 | 581341679 | 501C3 | $5,177 |
| ARTS COUNCIL OF HENDERSON COUNTY | |||||||
| PO BOX 767 | HENDERSONVILLE | NC | 28793 | 581430933 | 501C3 | $6,652 | |
| ASHEVILLE ART MUSEUM | |||||||
| PO BOX 1717 | ASHEVILLE | NC | 28802 | 566060776 | 501C3 | $11,804 | |
| ASPCA | |||||||
| 424 EAST 92ND ST | NEW YORK | NY | 10128 | 131623829 | 501C3 | $10,412 | |
| BABIES NEED BOTTOMS | |||||||
| PO BOX 5171 | ASHEVILLE | NC | 28813 | 823574436 | 501C3 | $20,000 | |
| BAT CAVE BAPTIST CHURCH | |||||||
| P O BOX 247 | 5095 CHIMNEY ROCK ROAD | BAT CAVE | NC | 28710 | 561291944 | 501C3 | $11,269 |
| BIG BROTHERS BIG SISTERS OF WESTERN | |||||||
| 50 S FRENCH BROAD ST | 213 | ASHEVILLE | NC | 28801 | 581505917 | 501C3 | $13,300 |
| BILTMORE CHURCH | |||||||
| 35 CLAYTON RD | ARDEN | NC | 28704 | 566090142 | 501C3 | $20,000 | |
| BLACK HISTORY RESEARCH COMMITTEE OF | |||||||
| 418 MINE GAP RD | FLAT ROCK | NC | 28726 | 874481269 | 501C3 | $25,000 | |
| BLACK MOUNTAIN HOME FOR CHILDREN Y | |||||||
| 80 LAKE EDEN RD | BLACK MOUNTAIN | NC | 28711 | 560538018 | 501C3 | $33,931 | |
| BLUE RIDGE COMMUNITY COLLEGE EDUCAT | |||||||
| 180 WEST CAMPUS DR | FLAT ROCK | NC | 28731 | 510175113 | 501C3 | $20,676 | |
| BLUE RIDGE COMMUNITY HEALTH SERVICE | |||||||
| 304 CHADWICK AVE | HENDERSONVILLE | NC | 28792 | 582009280 | 501C3 | $6,085 | |
| BLUE RIDGE HUMANE SOCIETY | |||||||
| 1214 GREENVILLE HWY | HENDERSONVILLE | NC | 28792 | 566048726 | 501C3 | $176,530 | |
| BOUNTIFUL CITIES PROJECT | |||||||
| PO BOX 898 | ASHEVILLE | NC | 28802 | 050587434 | 501C3 | $32,000 | |
| BOYS & GIRLS CLUB OF HENDERSON COUN | |||||||
| PO BOX 1460 | HENDERSONVILLE | NC | 28793 | 561803125 | 501C3 | $147,020 | |
| CENTER FOR CULTURAL PRESERVATION I | |||||||
| PO BOX 1066 | FLAT ROCK | NC | 28731 | 271043702 | 501C3 | $40,000 | |
| CHAMPIONS FOR WILDLIFE | |||||||
| PO BOX 128 | LYNN | NC | 28750 | 874584220 | 501C3 | $8,700 | |
| CHATHAM HALL | |||||||
| 800 CHATHAM HALL CIR | CHATHAM | VA | 24531 | 540505878 | 501C3 | $10,000 | |
| CHILDREN & FAMILY RESOURCE CENTER O | |||||||
| 851 CASE ST | HENDERSONVILLE | NC | 28792 | 562113878 | 501C3 | $129,435 | |
| CHILDREN'S CANCER PARTNERS FOR THE | |||||||
| 900 S PINE ST | STE F | SPARTANBURG | SC | 29302 | 562496146 | 501C3 | $15,000 |
| CHIMNEY ROCK BAPTIST CHURCH | |||||||
| 270 BOYS CAMP RD | PO BOX 157 | LAKE LURE | NC | 28746 | 560752157 | 501C3 | $10,000 |
| COLABORATIVA LA MILPA | |||||||
| 528 EMMA RD | ASHEVILLE | NC | 28806 | 208303608 | 501C3 | $8,000 | |
| CONSERVING CAROLINA | |||||||
| 847 CASE ST | HENDERSONVILLE | NC | 28792 | 566449365 | 501C3 | $101,799 | |
| CORNELL LAB OF ORNITHOLOGY | |||||||
| 159 SAPSUCKER WOOD RD | ITHACA | NY | 14850 | 150532082 | 501C3 | $10,662 | |
| CROSSNORE COMMUNITIES FOR CHILDREN | |||||||
| 709 5TH AVE | W | HENDERSONVILLE | NC | 28739 | 560567980 | 501C3 | $25,000 |
| EAGLE MARKET STREETS DEVELOPMENT CO | |||||||
| 70 S MARKET ST | ASHEVILLE | NC | 28801 | 582140995 | 501C3 | $68,000 | |
| EAST FLAT ROCK CARE CENTER | |||||||
| 103 W BLUE RD | FLAT ROCK | NC | 28726 | 561942796 | 501C3 | $18,400 | |
| ENVIRONMENTAL DEFENSE FUND INC | |||||||
| 257 PARK AVE S | 17TH FL STE | NEW YORK | NY | 10010 | 116107128 | 501C3 | $14,943 |
| FAIRFIELD MOUNTAINS CHAPEL | |||||||
| 1384 BUFFALO CREEK RD | LAKE LURE | NC | 28746 | 581494631 | 501C3 | $35,000 | |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| PO BOX 6544 | HENDERSONVILLE | NC | 28793 | 440610626 | 501C3 | $8,500 | |
| FIRST BAPTIST CHURCH | |||||||
| 312 5TH AVE | HENDERSONVILLE | NC | 28739 | 620721470 | 501C3 | $9,637 | |
| FIRST BAPTIST CHURCH CAROLINA BEACH | |||||||
| 409 NORTH LAKE BLVD | CAROLINA BEACH | NC | 28428 | 560886986 | 501C3 | $7,160 | |
| FIRST CONGREGATIONAL CHURCH | |||||||
| 1735 5TH AVE | HENDERSONVILLE | NC | 28739 | 501C3 | $9,816 | ||
| FIRST CONGREGATIONAL UNITED CHURCH | |||||||
| 1031 SOUTH EUCLID AVE | SARASOTA | FL | 34237 | 590896302 | 501C3 | $5,520 | |
| FIRST UNITED METHODIST CHURCH OF HE | |||||||
| 204 6TH AVE | W | HENDERSONVILLE | NC | 28739 | 262664469 | 501C3 | $67,173 |
| FLAT ROCK PARK AND RECREATION FOUND | |||||||
| 110 VILLAGE CENTER DR | FLAT ROCK | NC | 28731 | 611717036 | 501C3 | $12,500 | |
| FLAT ROCK PLAYHOUSE | |||||||
| PO BOX 310 | FLAT ROCK | NC | 28731 | 560571518 | 501C3 | $29,119 | |
| FLETCHER ACADEMY | |||||||
| PO BOX 5440 | FLETCHER | NC | 28732 | 561432644 | 501C3 | $11,582 | |
| FLYING CLOUD INSTITUTE | |||||||
| 20 STOCKBRIDGE RD | STE 2 | GREAT BARRINGTON | MA | 01230 | 042730172 | 501C3 | $20,000 |
| FOUR SEASONS COMPASSION FOR LIFE FO | |||||||
| 571 SOUTH ALLEN RD | FLAT ROCK | NC | 28731 | 561252665 | 501C3 | $33,500 | |
| FOUR SEASONS HOSPICE | |||||||
| 211 N MAIN ST | HENDERSONVILLE | NC | 28792 | 475508988 | 501C3 | $10,683 | |
| FRIENDS OF CARL SANDBURG AT CONNEMA | |||||||
| PO BOX 16 | FLAT ROCK | NC | 28731 | 561597460 | 501C3 | $5,019 | |
| FRIENDS OF HENDERSON COUNTY PUBLIC | |||||||
| PO BOX 2317 | HENDERSONVILLE | NC | 28793 | 566095455 | 501C3 | $90,299 | |
| GREEN RIVER COMMUNITY ASSOCIATION | |||||||
| PO BOX 82 | ZIRCONIA | NC | 28790 | 010968313 | 501C3 | $11,000 | |
| HAWAII COMMUNITY FOUNDATION | |||||||
| 444 HANA HWY | STE 201 | KAHULUI | HI | 96732 | 990261283 | 501C3 | $10,000 |
| HELPING HAND DEVELOPMENTAL CENTER | |||||||
| PO BOX 222 | FLAT ROCK | NC | 28726 | 510138781 | 501C3 | $7,443 | |
| HENDERSON COUNTY COUNCIL ON AGING | |||||||
| 105 KING CREEK BLVD | HENDERSONVILLE | NC | 28792 | 560936674 | 501C3 | $26,450 | |
| HENDERSON COUNTY EDUCATION FOUNDATI | |||||||
| PO BOX 1267 | HENDERSONVILLE | NC | 28793 | 581734733 | 501C3 | $48,826 | |
| HENDERSON COUNTY FREE MEDICAL CLINI | |||||||
| 841 CASE ST | HENDERSONVILLE | NC | 28792 | 562212024 | 501C3 | $44,541 | |
| HENDERSON COUNTY GENEALOGICAL & HIS | |||||||
| 400 N MAIN ST | HENDERSONVILLE | NC | 28792 | 561386421 | 501C3 | $6,042 | |
| HENDERSON COUNTY PUBLIC LIBRARY | |||||||
| 301 NORTH WASHINGTON ST | HENDERSONVILLE | NC | 28739 | 566000307 | 501C3 | $71,862 | |
| HENDERSON COUNTY PUBLIC SCHOOLS | |||||||
| 414 FOURTH AVE | HENDERSONVILLE | NC | 28739 | 561821543 | 501C3 | $99,672 | |
| HENDERSON COUNTY YOUNG LEADERS PROG | |||||||
| PO BOX 751 | HENDERSONVILLE | NC | 28793 | 260770191 | 501C3 | $38,342 | |
| HENDERSONVILLE HIGH SCHOOL ALUMNI A | |||||||
| PO BOX 179 | HENDERSONVILLE | NC | 28793 | 562235074 | 501C3 | $5,981 | |
| HENDERSONVILLE LIONS CLUB FOUNDATIO | |||||||
| PO BOX 2093 | HENDERSONVILLE | NC | 28793 | 203156947 | 501C3 | $5,808 | |
| HENDERSONVILLE PRESBYTERIAN CHURCH | |||||||
| 699 NORTH GROVE ST | HENDERSONVILLE | NC | 28792 | 471424434 | 501C3 | $30,362 | |
| HENDERSONVILLE RESCUE MISSION | |||||||
| PO BOX 1512 | HENDERSONVILLE | NC | 28793 | 581480173 | 501C3 | $23,111 | |
| HENDERSONVILLE SYMPHONY ORCHESTRA | |||||||
| PO BOX 1811 | HENDERSONVILLE | NC | 28793 | 561063207 | 501C3 | $48,745 | |
| HOMES FOR YOUTH INC | |||||||
| PO BOX 1581 | FLAT ROCK | NC | 28731 | 471768022 | 501C3 | $14,500 | |
| HOPE COALITION - HENDERSONVILLE | |||||||
| 109 FLORENCE ST | HENDERSONVILLE | NC | 28792 | 861730600 | 501C3 | $50,500 | |
| HOUSING ASSISTANCE CORPORATION | |||||||
| 214 N KING ST | HENDERSONVILLE | NC | 28792 | 581831757 | 501C3 | $53,910 | |
| IMMACULATE CONCEPTION CHURCH | |||||||
| 611 N CHURCH ST | STE 101 | HENDERSONVILLE | NC | 28792 | 530196617 | 501C3 | $8,353 |
| INTERFAITH ASSISTANCE MINISTRY | |||||||
| PO BOX 2562 | HENDERSONVILLE | NC | 28793 | 581556963 | 501C3 | $94,688 | |
| IRENE WORTHAM CENTER | |||||||
| 916 WEST CHAPEL RD | ASHEVILLE | NC | 28803 | 560733452 | 501C3 | $15,000 | |
| JEWISH FAMILY SERVICES OF WNC INC | |||||||
| 2 DOCTORS PARK | STE E | ASHEVILLE | NC | 28801 | 452497063 | 501C3 | $15,000 |
| JEWISH FEDERATION OF GREATER ATLANT | |||||||
| 1440 SPRING ST | ATLANTA | GA | 30309 | 581021791 | 501C3 | $50,000 | |
| KENTUCKY HEALTH JUSTICE NETWORK INC | |||||||
| PO BOX 4761 | LOUISVILLE | KY | 40204 | 271246514 | 501C3 | $10,500 | |
| LITERACY CONNECTION | |||||||
| 59 E CLAIRMONT DR | HENDERSONVILLE | NC | 28791 | 561691110 | 501C3 | $21,209 | |
| LOVE AND RESPECT COMMUNITY FOR RECO | |||||||
| 120 CHADWICK SQUARE CT | HENDERSONVILLE | NC | 28739 | 862022683 | 501C3 | $25,000 | |
| MANNA FOOD BANK | |||||||
| 627 SWANNANOA RIVER RD | ASHEVILLE | NC | 28805 | 581514800 | 501C3 | $41,350 | |
| MARS HILL UNIVERSITY | |||||||
| 100 ATHLETIC ST | MARS HILL | NC | 28754 | 560554207 | 501C3 | $9,100 | |
| MEDICAL LOAN CLOSET OF HENDERSON CO | |||||||
| 1225 7TH AVE | E | HENDERSONVILLE | NC | 28792 | 262933780 | 501C3 | $37,425 |
| MERIDIAN BEHAVIORAL HEALTH SERVICES | |||||||
| 131 WALNUT ST | WAYNESVILLE | NC | 28786 | 562280613 | 501C3 | $15,000 | |
| MILLS RIVER LIFE ENRICHMENT CENTER | |||||||
| 137 OLD TURNPIKE RD | MILLS RIVER | NC | 28759 | 834700354 | 501C3 | $12,000 | |
| MILLS RIVER UNITED METHODIST CHURCH | |||||||
| 137 OLD TURNPIKE RD | MILLS RIVER | NC | 28759 | 501C3 | $6,000 | ||
| MINISTRY SEVEN DBA HENDERSONVILLE | |||||||
| PO BOX 1512 | HENDERSONVILLE | NC | 28793 | 581480173 | 501C3 | $112,489 | |
| MOUNTAINCARE INC | |||||||
| PO BOX 5956 | ASHEVILLE | NC | 28813 | 562005198 | 501C3 | $13,631 | |
| MOUNTAINTRUE | |||||||
| 29 N MARKET ST | STE 610 | ASHEVILLE | NC | 28801 | 561422691 | 501C3 | $22,188 |
| MT PISGAH LUTHERAN CHURCH | |||||||
| 2606 CHIMNEY ROCK RD | HENDERSONVILLE | NC | 28792 | 566166242 | 501C3 | $8,500 | |
| NAMI WESTERN CAROLINA | |||||||
| 356 BILTMORE AVE | STE 207 | ASHEVILLE | NC | 28801 | 581769796 | 501C3 | $7,935 |
| NATIONAL ALLIANCE FOR RESEARCHSCHI | |||||||
| 747 THIRD AVE | FL 33 | NEW YORK | NY | 10017 | 311020010 | 501C3 | $15,840 |
| NATIONAL AUDOBON SOCIETY | |||||||
| 225 VARICK ST | 7TH FL | NEW YORK | NY | 10014 | 131624102 | 501C3 | $10,412 |
| OPEN DOORS OF ASHEVILLE | |||||||
| 290 HAYWOOD RD | STE 204 | ASHEVILLE | NC | 28806 | 271543937 | 501C3 | $10,000 |
| PACK PLACE PERFORMING ARTS CENTER | |||||||
| 18 BILTMORE AVE | ASHEVILLE | NC | 28801 | 311524883 | 501C3 | $5,500 | |
| PARDEE HOSPITAL FOUNDATION | |||||||
| 561 FLEMING ST | HENDERSONVILLE | NC | 28739 | 561930028 | 501C3 | $459,016 | |
| PERKIOMEN SCHOOL | |||||||
| 200 SEMINARY ST | PENNSBURG | PA | 18073 | 231352667 | 501C3 | $10,412 | |
| PETA | |||||||
| 501 FRONT ST | NORFOLK | VA | 23510 | 521218336 | 501C3 | $10,412 | |
| PISGAH LEGAL SERVICES | |||||||
| PO BOX 2276 | ASHEVILLE | NC | 28802 | 561191115 | 501C3 | $56,422 | |
| RED CLOUD INDIAN SCHOOL | |||||||
| 100 MISSION DR | PINE RIDGE | SD | 57770 | 460275071 | 501C3 | $10,412 | |
| SAFELIGHT INC | |||||||
| 317 N WASHINGTON ST | HENDERSONVILLE | NC | 28739 | 561469847 | 501C3 | $119,804 | |
| SALVATION ARMY OF HENDERSON COUNTY | |||||||
| PO BOX 2387 | HENDERSONVILLE | NC | 28793 | 580660607 | 501C3 | $282,172 | |
| SCRIPTURE AWAKENING INC | |||||||
| 512 N GROVE ST | STE 202 | HENDERSONVILLE | NC | 28792 | 541886930 | 501C3 | $19,000 |
| SHRINERS HOSPITALS FOR CHILDREN | |||||||
| 950 WEST FARIS RD | GREENVILLE | SC | 29605 | 362193608 | 501C3 | $16,332 | |
| SIERRA CLUB FOUNDATION | |||||||
| 2101 WEBSTER ST | STE 1250 | OAKLAND | CA | 94612 | 946069890 | 501C3 | $12,984 |
| SIXTH AVE PSYCHIATRIC AND REHAB PA | |||||||
| 218 WEST ALLEN | STE B | HENDERSONVILLE | NC | 28739 | 205599815 | 501C3 | $42,391 |
| SMART START OF HENDERSON COUNTY IN | |||||||
| 525 NORTH JUSTICE ST | HENDERSONVILLE | NC | 28739 | 562092325 | 501C3 | $11,000 | |
| ST GERARD HOUSE | |||||||
| 620 OAKLAND ST | HENDERSONVILLE | NC | 28791 | 450948760 | 501C3 | $42,200 | |
| ST JAMES EPISCOPAL CHURCH | |||||||
| 766 NORTH MAIN | HENDERSONVILLE | NC | 28792 | 560682484 | 501C3 | $14,827 | |
| ST JOHN IN THE WILDERNESS EPISCOPA | |||||||
| PO BOX 185 | FLAT ROCK | NC | 28731 | 560843429 | 501C3 | $10,738 | |
| ST JOSEPH'S INDIAN SCHOOL | |||||||
| N MAIN STREET ST | PO BOX 89 | CHAMBERLAIN | SD | 57326 | 460235912 | 501C3 | $10,412 |
| ST JUDE CHILDREN'S RESEARCH HOSPIT | |||||||
| 501 ST JUDE PL | MEMPHIS | TN | 38105 | 620646012 | 501C3 | $8,568 | |
| ST LABRE INDIAN SCHOOL | |||||||
| PO BOX 216 | 1000 TONGUE RIVER RD | ASHLAND | MT | 59003 | 810244542 | 501C3 | $10,412 |
| ST PAUL'S EPISCOPAL CHURCH | |||||||
| PO BOX 70 | EDNEYVILLE | NC | 28727 | 501C3 | $7,979 | ||
| STEAP INC PUBLIC ART MURALS | |||||||
| 110 OAKVALE PL | HENDERSONVILLE | NC | 28791 | 460781022 | 501C3 | $15,000 | |
| THE HOPE CENTER | |||||||
| 552 RIDGE RD | HENDERSONVILLE | NC | 28792 | 824305125 | 501C3 | $66,250 | |
| THE METROPOLITAN OPERA ASSOCIATION | |||||||
| 30 LINCOLN CTR | NEW YORK | NY | 10023 | 131624087 | 501C3 | $10,000 | |
| THE PEREGRINE FUND INC | |||||||
| 5668 WEST FLYING HAWK LN | BOISE | ID | 83709 | 231969973 | 501C3 | $11,000 | |
| THRIVE | |||||||
| 218 W ALLEN ST | STE B | HENDERSONVILLE | NC | 28739 | 205599815 | 501C3 | $5,055 |
| TRINITY PRESBYTERIAN CHURCH | |||||||
| 900 BLYTHE ST | HENDERSONVILLE | NC | 28739 | 560898465 | 501C3 | $23,000 | |
| TULANE UNIVERSITY | |||||||
| 1555 POYDRAS ST | STE 10 | NEW ORLEANS | LA | 70118 | 720423889 | 501C3 | $10,412 |
| UNITARIAN UNIVERSALIST FELLOWSHIP | |||||||
| 409 E PATTERSON ST | HENDERSONVILLE | NC | 28739 | 562001581 | 501C3 | $15,000 | |
| UNITED WAY OF HENDERSON COUNTY | |||||||
| PO BOX 487 | HENDERSONVILLE | NC | 28793 | 560890133 | 501C3 | $90,364 | |
| UNITY CENTER OF ASHEVILLE INC | |||||||
| 130 SHELBURNE RD | ASHEVILLE | NC | 28806 | 501C3 | $6,800 | ||
| UNIVERSITY OF FLORIDA-DEPT WILDLIFE | |||||||
| ATTN HEATHER BRADLEY | PO BOX 110430 | GAINESVILLE | FL | 32611 | 501C3 | $7,000 | |
| UNIVERSITY OF MINNESOTA FOUNDATION | |||||||
| 200 OAK ST | STE 500 | MINNEAPOLIS | MN | 55455 | 416042488 | 501C3 | $10,412 |
| VETERANS HEALING FARM | |||||||
| 38 YALE RD | HENDERSONVILLE | NC | 28739 | 465689396 | 501C3 | $27,281 | |
| VOCATIONAL SOLUTIONS OF HENDERSON C | |||||||
| 2110 SPARTANBURG HWY | FLAT ROCK | NC | 28720 | 560897854 | 501C3 | $17,103 | |
| WAKE FOREST BAPTIST MEDICAL CENTER | |||||||
| PO BOX 571021 | WINSTONSALEM | NC | 27157 | 223849199 | 501C3 | $16,157 | |
| WESTERN CAROLINA RESCUE MINISTRIES | |||||||
| PO BOX 909 | ASHEVILLE | NC | 28802 | 561249407 | 501C3 | $10,000 | |
| WESTERN NORTH CAROLINA PUBLIC RADIO | |||||||
| 73 BROADWAY | ASHEVILLE | NC | 28801 | 581445328 | 501C3 | $10,000 | |
| WILL AND DENI MCINTYRE FOUNDATION | |||||||
| 77 BEAR ROCK RD | HENDERSONVILLE | NC | 28739 | 263029274 | 501C3 | $40,000 | |
| WNC PILOTS ASSOCIATION EDUCATIONAL | |||||||
| 36 FRANKLIN FARM RD | FLETCHER | NC | 28732 | 461959190 | 501C3 | $111,091 | |
| WNCSOURCE | |||||||
| PO BOX 685 | HENDERSONVILLE | NC | 28793 | 560846319 | 501C3 | $27,267 | |
| WORLD WILDLIFE FUND INC | |||||||
| 1250 24TH ST | NW | WASHINGTON | DC | 20037 | 521693387 | 501C3 | $10,412 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 128 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Cash Grant | $501,799 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION AWARDS GRANTS THROUGH BOTH COMPETITIVE AND NON-COMPETITIVE PROCESS WITH THE GREATEST NUMBER OF GRANTS BEING NON-COMPETITIVE, INCLUDING DESIGNATED AND DONOR ADVISED GRANTS. GRANTS WERE AWARDED TO 388 ORGANIZATIONS REPRESENTING A BROAD SPECTRUM OF SERVICES. GRANTS ARE CATEGORIZED INTO EIGHT PROGRAM AREAS: ANIMAL CARE, ARTS AND CULTURE, CIVIC AND COMMUNITY, CONSERVATION, HEALTH, HUMAN SERVICES, EDUCATION AND OTHER PHILANTHROPIC INTERESTS. THE FOUNDATION STRIVES TO CONNECT THOSE WHO HAVE PHILANTHROPIC RESOURCES TO THE ORGANIZATIONS AND CAUSES THAT MEET DONOR CHARITABLE INTERESTS. | 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 |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MCCRAY V BENSON | PersonNm |
| Title | PRESIDENT/CEO | TitleTxt |
| Base Compensation Filing Org | $196,332 | BaseCompensationFilingOrgAmt |
| Deferred Compensation Flng Org | $16,272 | DeferredCompensationFlngOrgAmt |
| Nontaxable Benefits Filing Org | $19,997 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $232,601 | TotalCompensationFilingOrgAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 14 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,203,271 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, PAGE 2, PART II | FormAndLineReferenceDesc |
| Explanation | 14 CONTRIBUTIORS OF DONATED STOCK IS BASED ON INDIVIDUAL CONTRIBUTORS, REGARDLESS OF HOW MANY SHARES OR HOW MANY TIMES THEY CONTRIBUTED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | HELPING PEOPLE WHO CARE MAKE LASTING CONTRIBUTIONS TO CAUSES THAT MATTER, COMMUNITY FOUNDATION OF HENDERSON COUNTY IS A HIGHLY VISIBLE, PHILANTHROPIC LEADER DIRECTED BY AN ENGAGED AND COMMITTED BOARD, STAFFED BY QUALIFIED EMPLOYEES, EMPOWERING DONORS AT ALL LEVELS TO INVEST IN PROFESSIONALLY MANAGED CHARITABLE FUNDS THAT ADDRESS COMMUNITY NEEDS. |
| FORM 990, PAGE 2, PART III, LINE 4A | FOUNDED IN 1982, COMMUNITY FOUNDATION OF HENDERSON COUNTY SERVES THE ENTIRE COMMUNITY BY RECEIVING, MANAGING, DISTRIBUTING FUNDS FOR CHARITABLE PURPOSES, AND CONSULTATION ON CHARITABLE PROGRAMS TO FULFILL DONOR'S WISHES. CONTRIBUTIONS MAY BE POOLED AND INVESTED, SO THAT THE INCOME PROVIDES A PERMANENT SOURCE OF GRANT MONIES FOR GENERAL OR SPECIFIC PURPOSES. THE FOUNDATION AWARDS GRANTS THROUGH BOTH COMPETITIVE AND NON- COMPETITIVE PROCESSES WITH THE GREATEST NUMBER OF GRANTS BEING NON- COMPETITIVE, INCLUDING DESIGNATED AND DONOR ADVISED GRANTS. GRANTS WERE AWARDED TO 398 ORGANIZATIONS REPRESENTING A BROAD SPECTRUM OF SERVICES. GRANTS ARE CATEGORIZED INTO NINE PROGRAM AREAS: ANIMAL CARE, ARTS AND CULTURE, CIVIC AND COMMUNITY AFFAIRS, CONSERVATION, EDUCATION, HEALTH, HUMAN SERVICES, RELIGIOUS, AND OTHER. THE FOUNDATION USES STRATEGIES ON CONVENING COMMUNITY INTEREST; ENGAGE LEADERSHIP, VOLUNTEERS AND ORGANIZATIONS TO WORK COLLABORATIVELY ON COMMUNITY ISSUES. |
| FORM 990, PAGE 2, PART III, LINE 4B | THE FOUNDATION WAS ORIGINALLY FOUNDED WITH FUNDS DESIGNATED FOR SCHOLARSHIP PURPOSES. OVER THE YEARS, THIS AREA OF FOCUS HAS GROWN TO NOW INCLUDE 117 SCHOLARSHIPS FUNDS. THE FOUNDATION ADMINISTERS A SCHOLARSHIP PROGRAM THAT EACH YEAR HELPS LOCAL STUDENTS PURSUE THEIR DREAMS AND GOALS AT COLLEGES, UNIVERSITIES, AND TRADE OR TECHNICAL SCHOOLS. IN THE FISCAL YEAR 2023- 2024, ACADEMIC AWARDS AND SCHOLARSHIPS WERE AWARDED TO 266 INDIVIDUALS PRIMARILY IN HENDERSON COUNTY, NORTH CAROLINA. THE MAJORITY OF THE FOUNDATION SCHOLARSHIPS ARE BASED ON ACADEMIC ABILITY AND FINANCIAL NEED. HOWEVER, SOME SCHOLARSHIPS HAVE SPECIFIC ELIGIBILITY REQUIREMENTS BASED ON THE DONOR'S CHARITABLE DESIRES. ACTUAL AWARDS VARY DEPENDING UPON THE AVAILABLE INCOME IN EACH INDIVIDUAL SCHOLARSHIP FUND. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE RETURN WAS PREPARED BY AN INDEPENDENT ACCOUNTANT WITH ASSISTANCE AND OVERSIGHT BY MANAGEMENT. UPON COMPLETION AND REVIEW, THE RETURN WAS PROVIDED TO THE GOVERNING BODY BEFORE SUBMISSION TO THE IRS. |
| FORM 990, PAGE 6, PART VI, LINE 12C | AT THE FIRST BOARD MEETING OF EACH FISCAL YEAR, EACH OF BOARD OF DIRECTOR IS REQUIRED TO COMPLETE AND SIGN A CONFLICT OF INTEREST FORM, INCLUDING REQUEST FOR SELF-DISCLOSURE DURING FUTURE VOTES AND ACTIONS. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE PRIMARY SOURCE FOR COMPARABILITY DATA IS "GRANT MAKERS SALARY AND BENEFITS REPORT" PUBLISHED ANNUALLY BY COUNCIL ON FOUNDATIONS. |
| FORM 990, PAGE 6, PART VI, LINE 19 | ALL GOVERNING DOCUMENTS ARE MAINTAINED ONLINE AND MADE AVAILABLE UPON REQUEST, FINANCIAL AUDIT RESULTS ARE PUBLISHED ON THE ORGANIZATIONS WEBSITE. |
| FORM 990, PART XI, LINE 9 | CHANGE IN FUNDS HELD AS ORG ENDOWMENTS 1,376,086 |
Comments