2023-05-12T11:11:35-04:00 2022-06-30 352110134 CHRISTEN SOUERS LLC 10347 DAWSONS CREEK BLVD STE C FORT WAYNE IN 468251905 990 2021-07-01 043795285 SHALLOW FORD FOUNDATION INC SHAL 3366636794 PO BOX 567 CLEMMONS NC 270120567 TIM W BELL CHAIRMAN 3366636794 2023-05-10 true TIM BELL 999009999 DAVID L FUNK CPA P00187731 2604840653 2023-05-11 2021 2023-04-26 12:10:37Z TIM W BELL PO BOX 567 CLEMMONS NC 27012 1795921 false X WWW.SHALLOWFORDFOUNDATION.ORG X 2004 NC 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. 15 15 5 102 0 405995 1139174 0 1837809 656278 1519 469 2245323 1795921 570289 512510 0 212191 228688 0 16088 164504 176487 946984 917685 1298339 878236 16710912 14996692 13792 14289 16697120 14982403 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. false false 795258 478575 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. 55019 33935 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. 850277 true true false false false true false false false true true false false false false false true false false false false false false false false false false true false false false false false false false false false false true false false false false false false false false true 1 0 true 5 true false false false false false false true 1 false false false false false false false X 15 15 false false false false false false false true true false false true true true true true true true false false X X BRADLEY O GRAY 3366636794 3540 CLEMMONS ROAD SUITE 113 CLEMMONS NC 27012 SANDI SCANNELLI CEO 60.00 X 133596 0 3720 TIM W BELL CHAIRMAN 5.00 X X 0 0 0 MICHAEL COMBEST DIRECTOR 1.00 X 0 0 0 JOHN CROUCH DIRECTOR 1.00 X 0 0 0 BRADLEY O GRAY DIRECTOR 1.00 X 0 0 0 HOLLY GROCE SECRETARY 1.00 X X 0 0 0 KIM HENSON DIRECTOR 1.00 X 0 0 0 ROBERT HINSHAW DIRECTOR 1.00 X 0 0 0 BRETT HOGE DIRECTOR 1.00 X 0 0 0 JENNIFER JOHNSON DIRECTOR 1.00 X 0 0 0 ROBERT SIPPRELL JR DIRECTOR 1.00 X 0 0 0 DONALD KINNEY TREASURER 1.00 X X 0 0 0 WILLIAM LAWLER DIRECTOR 1.00 X 0 0 0 ROBIN PAUL DIRECTOR 1.00 X 0 0 0 MARIA POINDEXTER VERNON IMMED PAST C 1.00 X 0 0 0 RONNIE LEE WILLARD VICE CHAIRMA 1.00 X 0 0 0 133596 3720 1 false false false 1139174 984534 1139174 656278 656278 OTHER INCOME 469 469 469 1795921 469 656278 512510 512510 133596 120200 11355 2041 71781 50263 13290 8228 6452 5355 774 323 16859 13993 2023 843 6000 6000 3343 2775 401 167 10341 8582 1241 518 22391 18584 2687 1120 15672 13007 1881 784 2735 2270 328 137 1226 1226 3431 2847 412 172 INVESTMENT FEES 77317 77317 PROGRAM & INITIATIVES 13348 13348 OTHER EXPENSES 11985 8526 2054 1405 CONTRACT SERVICES 7648 7648 1050 700 350 917685 850277 51320 16088 505812 292279 86317 552049 6132 2693 4665 3439 16114118 14148925 16710912 14996692 13792 14289 13792 14289 X 16697120 14982403 16697120 14982403 16710912 14996692 878236 -2592953 X false true X true false X 280655 217080 405318 405995 1139174 2448222 280655 217080 405318 405995 1139174 2448222 43153 2405069 336305 760772 293412 1837809 656278 3884576 164000 164000 6496798 1988 0.37020 0.10300 X PART II, LINE 10 DONATION OF PROPERTY 164,000 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13 31 1007931 94317 353412 144379 11823444 2916344 true true 15063253 12378 -1785856 609500 157990 12522285 12936248 122840 2821961 673232 144564 15063253 13010705 132659 443912 513758 137270 12936248 12839772 10100 729291 416612 18412 133434 13010705 12231070 101954 1027858 126287 258827 135996 12839772 1.00000 false false 6132 2693 3439 3439 -874349 -2592953 -2592953 1718604 77317 77317 1795921 840368 840368 77317 77317 917685 SCHEDULE D, PAGE 2, PART V, LINE 4 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. true APPALACHIAN STATE UNIVERSITY ASU BOX 32005 BOONE NC 28608 561176030 3 5100 STUDENT SCHOLARHIPS CANCER SERVICES INC 3715 MAPLEWOOD AVENUE WINSTONSALEM NC 27103 560656375 3 28305 CANCER PATIENT SUPPO CHILDREN'S CENTER OF NORTHWEST NC PO BOX 1206 YADKINVILLE NC 27055 561876389 3 7500 SUPPORT TO HOMELESS CITY LIGHTS MINISTRY 1600 WILLIAMSON ST WINSTONSALEM NC 27107 470977146 3 16500 EMERGENCY RELIEF CRISIS CONTROL MINISTRY 200 EAST TENTH STREET WINSTONSALEM NC 27101 237348168 3 5150 EMERGENCY RELIEF DAVIDSON-DAVIE COMMUNITY COLLEGE PO BOX 1287 LEXINGTON NC 27293 560792247 3 7500 STUDENT SCHOLARSHIPS FORBUSH VOLUNTEER FIRE DEPARTMENT 4725 OLD US HWY 421 E YADKINVILLE NC 27055 237450625 3 6000 FACILITY IMPROVEMENT HANDS OF HOPE MEDICAL CLINIC PO BOX 62 YADKINVILLE NC 27055 275569145 3 10000 UNINSURED MEDICAL SU LEWISVILLE-CLEMMONS CHAMBER OF COMM 3540 CLEMMONS ROAD SUITE 112 CLEMMONS NC 27012 743215354 6 14700 COMM LEADERSHIP PROG LOVE OUT LOUD 1650 NORTH IVY AVENUE WINSTONSALEM NC 27106 474085418 3 60000 YADKINS PROGRAM & FA MAGNIFY MINISTRIES INC 1336 LONE HICKOPRY ROAD YADKINVILLE NC 27055 271855954 3 12000 HOME REPAIRS FOR NEE MOUNTAIN VALLEY HOSPICE & PALLIATIV 401 TECHNOLOGY LANE SUITE 200 MOUNT AIRY NC 27030 561346589 3 6000 UNINSURED MED SUPP NORTH CAROLINA A & T STATE UNIV 1601 EAST MARKET STREET GREENSBORO NC 27411 566000007 3 6200 STUDENT SCHOLARSHIPS NORTHWESTERN REGIONAL LIBRARY 111 NORTH FRONT STREET ELKIN NC 28621 566021060 3 7500 BOOK PROGRAM PLEASANT GROVE BAPTIST CHURCH 3982 CLINGMAN RD RONDA NC 28670 561316857 3 10000 GENERAL SUPPORT SCHOOL HEALTH ALLIANCE FOR FORSYTH 2000 W 1ST ST SUITE 505 WINSTONSALEM NC 27107 912020462 3 7500 MENTAL HEALTH PROGRA SMART START OF YADKIN COUNTY 1001 S STATE ST YADKINVILLE NC 27055 561864667 3 12700 CHILDCARE EXPANSION SOLUS CHRISTUS 2552 BALTIMORE RD EAST BEND NC 27018 261124908 3 10000 ADDICTION RECOVERY P UNC AT CHAPEL HILL 111 PETTIGREW HALL CHAPEL HILL NC 27599 566001393 3 7700 STUDENT SCHOLARSHIPS WINSTON-SALEM RESCUE MISSION PO BOX 595 WINSTONSALEM NC 27102 560891921 3 10000 EMERGENCY RELIEF WINSTON-SALEM STATE UNIVERSITY 601 S MARTIN LUTHER KING JR DR WINSTONSALEM NC 27110 566001466 3 7000 STUDENT SCHOLARSHIPS WINSTON-SALEM STREET SCHOOL 630 W 6TH ST SUITE 101 WINSOMSALEM NC 27101 810566874 3 5425 STUDENT SUPPORT YADKIN ARTS COUNCIL PO BOX 667 YADKINVILLE NC 27055 510162387 3 14600 ARTS PROGRAMS YADKIN COUNTY PUBLIC SCHOOLS 121 WASHINGTON STREET YADKINVILLE NC 27055 566001137 GOV 17735 COLLEGE ACCESS PROGR YADKIN COUNTY RESCUE SQUAD AND EMS PO BOX 1355 YADKINVILLE NC 27055 561490476 3 11012 EQUIPMENT UPGRADES YADKIN VALLEY ECONOMIC DEV DISTRIC PO BOX 309 BOONVILLE NC 27011 560851147 3 12000 SENIOR FOODSERVICES 25 1 SCHEDULE I, PAGE 1, PART I, LINE 2 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. X 4 358235 AVG HIGH/LOW PRICE ON DAY X 2 626299 APPRAISAL OF FMV false false false 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.