SHALLOW FORD FOUNDATION INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SHALLOW FORD FOUNDATION INC (EIN 04-3795285)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-12
- IRS object ID
- 202321329349303042
- Schema version
- 2021v4.0
- 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 | 2023-05-12T11:11:35-04:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 352110134 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTEN SOUERS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10347 DAWSONS CREEK BLVD STE C | AddressLine1Txt |
| City | FORT WAYNE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 468251905 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043795285 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHALLOW FORD FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHAL | BusinessNameControlTxt |
| Phone | 3366636794 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 567 | AddressLine1Txt |
| City | CLEMMONS | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 270120567 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIM W BELL | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 3366636794 | PhoneNum |
| Signature | 2023-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TIM | PersonFirstNm |
| Person Last | BELL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID L FUNK CPA | PreparerPersonNm |
| PTIN | P00187731 | PTIN |
| Phone | 2604840653 | PhoneNum |
| Preparation | 2023-05-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TIM W BELL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 567 | AddressLine1Txt |
| City | CLEMMONS | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,795,921 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SHALLOWFORDFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2004 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | TO UNLOCK THE FULL PHILANTHROPIC POTENTIAL OF OUR COMMUNITIES OF CLEMMONS, LEWISVILLE, AND YADKIN COUNTY. TO ADDRESS NEEDS AND INTERESTS WITH CHARITABLE RESOURCES TOWARD TRANSFORMATIONAL SOLUTIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 5 | TotalEmployeeCnt |
| Total Volunteers | 102 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $405,995 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,139,174 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,837,809 | PYInvestmentIncomeAmt |
| CY Investment Income | $656,278 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,519 | PYOtherRevenueAmt |
| CY Other Revenue | $469 | CYOtherRevenueAmt |
| PY Total Revenue | $2,245,323 | PYTotalRevenueAmt |
| CY Total Revenue | $1,795,921 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $570,289 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $512,510 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $212,191 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $228,688 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $16,088 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $164,504 | PYOtherExpensesAmt |
| CY Other Expenses | $176,487 | CYOtherExpensesAmt |
| PY Total Expenses | $946,984 | PYTotalExpensesAmt |
| CY Total Expenses | $917,685 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,298,339 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $878,236 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $16,710,912 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,996,692 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $13,792 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,289 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $16,697,120 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $14,982,403 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO UNLOCK THE FULL PHILANTHROPIC POTENTIAL OF OUR COMMUNITIES OF CLEMMONS, LEWISVILLE, AND YADKIN COUNTY. TO ADDRESS NEEDS AND INTERESTS WITH CHARITABLE RESOURCES TOWARD TRANSFORMATIONAL SOLUTIONS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $795,258 | ExpenseAmt |
| Grant | $478,575 | GrantAmt |
| Desc | CONNECTED PHILANTHROPIC INDIVIDUALS AND RESOURCES WITH COMMUNITY NEEDS THROUGH COMMUNITY-ENGAGED GRANTMAKING AND SCHOLARSHIP AWARDS. INITIATED AND SUPPORTED PROGRAMS WHERE NEEDS IDENTIFIED. SUPPORTED DONOR ADVISORS WITH COMMUNITY RESEARCH AND GRANT RECOMMENDTION GUIDANCE. GRANT AND SCHOLARSHIP FOLLOWUP. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $55,019 | ExpenseAmt |
| Grant | $33,935 | GrantAmt |
| Desc | CO-LED WITH 4 SCHOOL-BASED MENTORS, AND COORDINATED A 4-YEAR CAREER AND POSTSECONDARY EDUCATION ACCESS PROGRAM FOR 11TH AND 12TH GRADE STUDENTS. CURRENTLY 53 STUDENTS IN PROGRAM; 20 IN HIGH SCHOOL, 33 IN POST-SECONDARY EDUCATION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $850,277 | 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 | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | 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 | false | GrantsToIndividualsInd |
| Schedule J Required | false | 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 | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 5 | 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 | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | Yes (true) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 1 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| 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 | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | 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 |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRADLEY O GRAY | PersonNm |
| Phone | 3366636794 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3540 CLEMMONS ROAD SUITE 113 | AddressLine1Txt |
| City | CLEMMONS | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27012 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| SANDI SCANNELLI | ||||||
| CEO | 60.00 | Yes (X) | $133,596 | $0 | $3,720 | |
| TIM W BELL | ||||||
| CHAIRMAN | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MICHAEL COMBEST | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| JOHN CROUCH | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| BRADLEY O GRAY | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| HOLLY GROCE | ||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| KIM HENSON | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| ROBERT HINSHAW | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| BRETT HOGE | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| JENNIFER JOHNSON | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| ROBERT SIPPRELL JR | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| DONALD KINNEY | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| WILLIAM LAWLER | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| ROBIN PAUL | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MARIA POINDEXTER VERNON | ||||||
| IMMED PAST C | 1.00 | $0 | $0 | $0 | Yes (X) | |
| RONNIE LEE WILLARD | ||||||
| VICE CHAIRMA | 1.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $133,596 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $3,720 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $1,139,174 | AllOtherContributionsAmt |
| Noncash Contributions | $984,534 | NoncashContributionsAmt |
| Total Contributions | $1,139,174 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $656,278 | TotalRevenueColumnAmt |
| Exclusion | $656,278 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Total Revenue Column | $469 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $469 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $469 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,795,921 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $469 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $656,278 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $512,510 | TotalAmt |
| Program Services | $512,510 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,596 | TotalAmt |
| Program Services | $120,200 | ProgramServicesAmt |
| Management And General | $11,355 | ManagementAndGeneralAmt |
| Fundraising | $2,041 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,781 | TotalAmt |
| Program Services | $50,263 | ProgramServicesAmt |
| Management And General | $13,290 | ManagementAndGeneralAmt |
| Fundraising | $8,228 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,452 | TotalAmt |
| Program Services | $5,355 | ProgramServicesAmt |
| Management And General | $774 | ManagementAndGeneralAmt |
| Fundraising | $323 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,859 | TotalAmt |
| Program Services | $13,993 | ProgramServicesAmt |
| Management And General | $2,023 | ManagementAndGeneralAmt |
| Fundraising | $843 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,000 | TotalAmt |
| Management And General | $6,000 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,343 | TotalAmt |
| Program Services | $2,775 | ProgramServicesAmt |
| Management And General | $401 | ManagementAndGeneralAmt |
| Fundraising | $167 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,341 | TotalAmt |
| Program Services | $8,582 | ProgramServicesAmt |
| Management And General | $1,241 | ManagementAndGeneralAmt |
| Fundraising | $518 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,391 | TotalAmt |
| Program Services | $18,584 | ProgramServicesAmt |
| Management And General | $2,687 | ManagementAndGeneralAmt |
| Fundraising | $1,120 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,672 | TotalAmt |
| Program Services | $13,007 | ProgramServicesAmt |
| Management And General | $1,881 | ManagementAndGeneralAmt |
| Fundraising | $784 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,735 | TotalAmt |
| Program Services | $2,270 | ProgramServicesAmt |
| Management And General | $328 | ManagementAndGeneralAmt |
| Fundraising | $137 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,226 | TotalAmt |
| Management And General | $1,226 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,431 | TotalAmt |
| Program Services | $2,847 | ProgramServicesAmt |
| Management And General | $412 | ManagementAndGeneralAmt |
| Fundraising | $172 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| INVESTMENT FEES | $77,317 | $77,317 | ||
| PROGRAM & INITIATIVES | $13,348 | $13,348 | ||
| OTHER EXPENSES | $11,985 | $8,526 | $2,054 | $1,405 |
| CONTRACT SERVICES | $7,648 | $7,648 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,050 | TotalAmt |
| Program Services | $700 | ProgramServicesAmt |
| Fundraising | $350 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $917,685 | TotalAmt |
| Program Services | $850,277 | ProgramServicesAmt |
| Management And General | $51,320 | ManagementAndGeneralAmt |
| Fundraising | $16,088 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $505,812 | BOYAmt |
| EOY | $292,279 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,317 | BOYAmt |
| EOY | $552,049 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,132 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,693 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,665 | BOYAmt |
| EOY | $3,439 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,114,118 | BOYAmt |
| EOY | $14,148,925 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,710,912 | BOYAmt |
| EOY | $14,996,692 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,792 | BOYAmt |
| EOY | $14,289 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,792 | BOYAmt |
| EOY | $14,289 | 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 | $16,697,120 | BOYAmt |
| EOY | $14,982,403 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,697,120 | BOYAmt |
| EOY | $14,982,403 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,710,912 | BOYAmt |
| EOY | $14,996,692 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $878,236 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,592,953 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $280,655 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $217,080 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $405,318 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $405,995 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,139,174 | CurrentTaxYearAmt |
| Total | $2,448,222 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $280,655 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $217,080 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $405,318 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $405,995 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,139,174 | CurrentTaxYearAmt |
| Total | $2,448,222 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $43,153 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,405,069 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $336,305 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $760,772 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $293,412 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,837,809 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $656,278 | CurrentTaxYearAmt |
| Total | $3,884,576 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $164,000 | CurrentTaxYearMinus4YearsAmt |
| Total | $164,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $6,496,798 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,988 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.37020 | PublicSupportCY170Pct |
| Public Support PY170 | 0.10300 | 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 | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | DONATION OF PROPERTY 164,000 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 13 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 31 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $1,007,931 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $94,317 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $353,412 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $144,379 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $11,823,444 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $2,916,344 | FundsAndOtherAccountsVlEOYAmt |
| 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 | $15,063,253 | BeginningYearBalanceAmt |
| Contributions | $12,378 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,785,856 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $609,500 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $157,990 | AdministrativeExpensesAmt |
| End Year Balance | $12,522,285 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,936,248 | BeginningYearBalanceAmt |
| Contributions | $122,840 | ContributionsAmt |
| Investment Earnings Or Losses | $2,821,961 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $673,232 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $144,564 | AdministrativeExpensesAmt |
| End Year Balance | $15,063,253 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,010,705 | BeginningYearBalanceAmt |
| Contributions | $132,659 | ContributionsAmt |
| Investment Earnings Or Losses | $443,912 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $513,758 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $137,270 | AdministrativeExpensesAmt |
| End Year Balance | $12,936,248 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,839,772 | BeginningYearBalanceAmt |
| Contributions | $10,100 | ContributionsAmt |
| Investment Earnings Or Losses | $729,291 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $416,612 | GrantsOrScholarshipsAmt |
| Other Expenditures | $18,412 | OtherExpendituresAmt |
| Administrative Expenses | $133,434 | AdministrativeExpensesAmt |
| End Year Balance | $13,010,705 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,231,070 | BeginningYearBalanceAmt |
| Contributions | $101,954 | ContributionsAmt |
| Investment Earnings Or Losses | $1,027,858 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $126,287 | GrantsOrScholarshipsAmt |
| Other Expenditures | $258,827 | OtherExpendituresAmt |
| Administrative Expenses | $135,996 | AdministrativeExpensesAmt |
| End Year Balance | $12,839,772 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,132 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,693 | DepreciationAmt |
| Book Value | $3,439 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,439 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | -$874,349 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$2,592,953 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$2,592,953 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,718,604 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $77,317 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $77,317 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,795,921 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $840,368 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $840,368 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $77,317 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $77,317 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $917,685 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 2, PART V, LINE 4 | FormAndLineReferenceDesc |
| Explanation | THE INTENDED USE OF THE ENDOWMENT FUNDS IS FOR ANNUAL GRANT MAKING FROM THE INVESTMENT EARNINGS TO FULFILL THE PERPETUAL PHILANTHROPIC INTENTIONS OF THE DONORS WHO CREATED THE FUND. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (26 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| APPALACHIAN STATE UNIVERSITY | |||||||
| ASU BOX 32005 | BOONE | NC | 28608 | 561176030 | 3 | $5,100 | STUDENT SCHOLARHIPS |
| CANCER SERVICES INC | |||||||
| 3715 MAPLEWOOD AVENUE | WINSTONSALEM | NC | 27103 | 560656375 | 3 | $28,305 | CANCER PATIENT SUPPO |
| CHILDREN'S CENTER OF NORTHWEST NC | |||||||
| PO BOX 1206 | YADKINVILLE | NC | 27055 | 561876389 | 3 | $7,500 | SUPPORT TO HOMELESS |
| CITY LIGHTS MINISTRY | |||||||
| 1600 WILLIAMSON ST | WINSTONSALEM | NC | 27107 | 470977146 | 3 | $16,500 | EMERGENCY RELIEF |
| CRISIS CONTROL MINISTRY | |||||||
| 200 EAST TENTH STREET | WINSTONSALEM | NC | 27101 | 237348168 | 3 | $5,150 | EMERGENCY RELIEF |
| DAVIDSON-DAVIE COMMUNITY COLLEGE | |||||||
| PO BOX 1287 | LEXINGTON | NC | 27293 | 560792247 | 3 | $7,500 | STUDENT SCHOLARSHIPS |
| FORBUSH VOLUNTEER FIRE DEPARTMENT | |||||||
| 4725 OLD US HWY 421 E | YADKINVILLE | NC | 27055 | 237450625 | 3 | $6,000 | FACILITY IMPROVEMENT |
| HANDS OF HOPE MEDICAL CLINIC | |||||||
| PO BOX 62 | YADKINVILLE | NC | 27055 | 275569145 | 3 | $10,000 | UNINSURED MEDICAL SU |
| LEWISVILLE-CLEMMONS CHAMBER OF COMM | |||||||
| 3540 CLEMMONS ROAD SUITE 112 | CLEMMONS | NC | 27012 | 743215354 | 6 | $14,700 | COMM LEADERSHIP PROG |
| LOVE OUT LOUD | |||||||
| 1650 NORTH IVY AVENUE | WINSTONSALEM | NC | 27106 | 474085418 | 3 | $60,000 | YADKINS PROGRAM & FA |
| MAGNIFY MINISTRIES INC | |||||||
| 1336 LONE HICKOPRY ROAD | YADKINVILLE | NC | 27055 | 271855954 | 3 | $12,000 | HOME REPAIRS FOR NEE |
| MOUNTAIN VALLEY HOSPICE & PALLIATIV | |||||||
| 401 TECHNOLOGY LANE SUITE 200 | MOUNT AIRY | NC | 27030 | 561346589 | 3 | $6,000 | UNINSURED MED SUPP |
| NORTH CAROLINA A & T STATE UNIV | |||||||
| 1601 EAST MARKET STREET | GREENSBORO | NC | 27411 | 566000007 | 3 | $6,200 | STUDENT SCHOLARSHIPS |
| NORTHWESTERN REGIONAL LIBRARY | |||||||
| 111 NORTH FRONT STREET | ELKIN | NC | 28621 | 566021060 | 3 | $7,500 | BOOK PROGRAM |
| PLEASANT GROVE BAPTIST CHURCH | |||||||
| 3982 CLINGMAN RD | RONDA | NC | 28670 | 561316857 | 3 | $10,000 | GENERAL SUPPORT |
| SCHOOL HEALTH ALLIANCE FOR FORSYTH | |||||||
| 2000 W 1ST ST SUITE 505 | WINSTONSALEM | NC | 27107 | 912020462 | 3 | $7,500 | MENTAL HEALTH PROGRA |
| SMART START OF YADKIN COUNTY | |||||||
| 1001 S STATE ST | YADKINVILLE | NC | 27055 | 561864667 | 3 | $12,700 | CHILDCARE EXPANSION |
| SOLUS CHRISTUS | |||||||
| 2552 BALTIMORE RD | EAST BEND | NC | 27018 | 261124908 | 3 | $10,000 | ADDICTION RECOVERY P |
| UNC AT CHAPEL HILL | |||||||
| 111 PETTIGREW HALL | CHAPEL HILL | NC | 27599 | 566001393 | 3 | $7,700 | STUDENT SCHOLARSHIPS |
| WINSTON-SALEM RESCUE MISSION | |||||||
| PO BOX 595 | WINSTONSALEM | NC | 27102 | 560891921 | 3 | $10,000 | EMERGENCY RELIEF |
| WINSTON-SALEM STATE UNIVERSITY | |||||||
| 601 S MARTIN LUTHER KING JR DR | WINSTONSALEM | NC | 27110 | 566001466 | 3 | $7,000 | STUDENT SCHOLARSHIPS |
| WINSTON-SALEM STREET SCHOOL | |||||||
| 630 W 6TH ST SUITE 101 | WINSOMSALEM | NC | 27101 | 810566874 | 3 | $5,425 | STUDENT SUPPORT |
| YADKIN ARTS COUNCIL | |||||||
| PO BOX 667 | YADKINVILLE | NC | 27055 | 510162387 | 3 | $14,600 | ARTS PROGRAMS |
| YADKIN COUNTY PUBLIC SCHOOLS | |||||||
| 121 WASHINGTON STREET | YADKINVILLE | NC | 27055 | 566001137 | GOV | $17,735 | COLLEGE ACCESS PROGR |
| YADKIN COUNTY RESCUE SQUAD AND EMS | |||||||
| PO BOX 1355 | YADKINVILLE | NC | 27055 | 561490476 | 3 | $11,012 | EQUIPMENT UPGRADES |
| YADKIN VALLEY ECONOMIC DEV DISTRIC | |||||||
| PO BOX 309 | BOONVILLE | NC | 27011 | 560851147 | 3 | $12,000 | SENIOR FOODSERVICES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 25 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | UNLESS UNRESTRICTED, ALL GRANTEES MUST FILE A REPORT WITH THE FOUNDATION DOCUMENTING THE OUTCOMES AND EXPENDITURES. STAFF REVIEWS REPORTS TO ENSURE EXPENDITURES COMPLIED WITH GRANT AMOUNT AWARDED AND PURPOSE. ANY EXCEPTIONS ARE REPORTED TO THE CEO/BOARD FOR ACTION. UNRESTRICTED GRANT AWARDS TO VETTED, QUALIFIED PUBLIC CHARITIES ARE ENCOURAGED, BUT NOT REQUIRED TO SUBMIT A SIMILIAR REPORT. SCHOLARSHIP AWARDS TO DOMESTIC INDIVIDUALS ARE PAID TO THE STUDENT'S EDUCATIONAL INSTITUTION DIRECTLY. THE FOUNDATION STAFF MONITORS STUDENT ENROLLMENT WITH THE SCHOOL IN WHICH THE STUDENT IS ENROLLED. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $358,235 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG HIGH/LOW PRICE ON DAY | MethodOfDeterminingRevenuesTxt |
Real Estate Other RealEstateOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $626,299 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL OF FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 11B | THE COMPLETED 990 IS REVIEWED BY THE BOARD MEMBERS PRIOR TO FILING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | ALL DIRECTORS, STAFF, AND VOLUNTEERS ARE REQUIRED ANNUALLY TO COMPLETE A FORM DISCLOSING ALL INTERESTS. FURTHER, THESE INDIVIDUALS ARE REQUIRED TO REMOVE THEMSELVES FROM DISCUSSION AND ANY VOTING IF A CONFLICT IS IDENTIFIED. THE TREASURER AND STAFF MONITOR DISCLOSURES AND ANY POTENTIAL CONFLICT OF INTEREST, WITH REMINDER, IF NEEDED, OF NECESSARY RECUSAL. |
| FORM 990, PAGE 6, PART VI, LINE 15A | COMPENSATION IS DETERMINED BY THE BOARD BASED ON A REVIEW OF FIELD SALARY SURVEY REPORTS (COUNCIL ON FOUNDATIONS), AND LOCAL COMPARABLE POSITIONS, AND CANDIDATE EXPERIENCE. THE EXECUTIVE COMMITTEE IS CHARGED WITH INITIATING THE CEO'S ANNUAL PERFORMANCE REVIEW AND CONDUCTING THE COMP STUDIES, WHICH IS COMPLETED ANNUALLY. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE BOARD HAS A POLICY TO AVAIL ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FURTHER, THE FOUNDATION IS REGISTERED WITH THE NORTH CAROLINA STATE SOLICITATION LICENSING BRANCH, WHERE DOCUMENTS ARE ALSO ON FILE. NO REQUESTS FOR ANY OF THESE DOCUMENTS HAVE BEEN MADE. |
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