2022-01-21T14:59:46-06:00 2021-06-30 352110134 CHRISTEN SOUERS LLC 10347 DAWSONS CREEK BLVD STE C FORT WAYNE IN 468251905 990 2020-07-01 043795285 SHALLOW FORD FOUNDATION INC SHAL 3366636794 PO BOX 567 CLEMMONS NC 270120567 TIM W BELL CHAIRMAN 3366636794 2022-01-10 true TIM BELL 999009999 DAVID L FUNK CPA P00187731 2604840653 2022-01-10 2020 2022-09-23 18:48:47Z X TIM W BELL PO BOX 567 CLEMMONS NC 27012 2245323 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. 14 14 5 139 0 405318 405995 0 293412 1837809 1519 698730 2245323 411806 570289 0 175409 212191 0 14096 134603 164504 721818 946984 -23088 1298339 14151499 16710912 12899 13792 14138600 16697120 X 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. true false 865293 546045 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. 35631 24244 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 43 STUDENTS IN PROGRAM; 20 IN HIGH SCHOOL, 23 IN POST-SECONDARY EDUCATION. 900924 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 0 0 true 5 true false false false false false false false false false false false false false false X 14 14 false false false false false false false true true false false true true true true true true true false false X X DONALD KINNEY 3367688000 PO BOX 567 CLEMMONS NC 27012 SANDI SCANNELLI CEO 60.00 X 100000 0 3000 TIM W BELL CHAIRMAN 5.00 X X 0 0 0 MICHAEL COMBEST PAST CHAIRMA 1.00 X 0 0 0 JOHN CROUCH 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 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 ERIKA MIELKE DIRECTOR 1.00 X 0 0 0 ROBIN PAUL DIRECTOR 1.00 X 0 0 0 MARIA VERNON CHAIR 5.00 X X 0 0 0 RONNIE LEE WILLARD DIRECTOR 1.00 X 0 0 0 100000 3000 false false false 405995 178235 405995 1837809 1837809 OTHER INCOME 1519 1519 1519 2245323 1519 1837809 570289 570289 100000 90000 8712 1288 89902 73316 8379 8207 7577 6516 682 379 14712 12652 1324 736 6000 6000 260 224 23 13 13096 11964 753 379 21748 18704 1957 1087 15300 13158 1377 765 1264 1264 1070 1070 2474 2127 223 124 INVESTMENT FEES 68658 68658 PROGRAM & INITIATIVES 18075 18075 REBRANDING EXPENSE 9800 8428 882 490 OTHER EXPENSES 2927 1029 1557 341 3832 3450 95 287 946984 900924 31964 14096 1375143 592129 6132 1467 2312 4665 12774044 16114118 14151499 16710912 7899 13792 5000 12899 13792 X 14138600 16697120 14138600 16697120 14151499 16710912 1298339 1260181 X false true X true false X 8306876 280655 217080 405318 405995 9615924 8306876 280655 217080 405318 405995 9615924 8104469 1511455 1669206 336305 760772 293412 1837809 4897504 164000 164000 14677428 1519 0.10300 0.12130 X THE CLEMMONS COMMUNITY FOUNDATION, NOW NAMED SHALLOW FORD FOUNDATION, INC., UNEXPECTEDLY RECEIVED AN EXCEPTIONALLY LARGE BEQUEST IN THE YEAR ENDING 6/30/17 TOTALING 8,297,893 FROM AN INDIVIDUAL UNRELATED TO ANY BOARD MEMBER. EXCEPT FOR THE UNUSUAL LARGE BEQUEST GIFT, THE PERCENTAGE IN SCHEDULE A, LINE 14 WOULD EXCEED 33.33%. THE LARGE BEQUEST, WHILE BEING DONOR ADVISED, IS NOT DONOR CONTROLLED. THE BOARD OF DIRECTORS - ALL INDEPENDENT AND UNRELATED TO THE BEQUEST OR EACH OTHER, HAS CONTINUED ITS COMMUNITY SOLICITATIONS AS EVIDENCED ON ITS WEB SITE, WWW.SHALLOWFORDFOUNDATION.ORG, TO BUILD LONG-TERM COMMUNITY PHILANTHROPIC ASSETS. PART II, LINE 10 DONATION OF PROPERTY 164,000 PART II, LINE 17A THE CLEMMONS COMMUNITY FOUNDATION, NOW NAMED SHALLOW FORD FOUNDATION, INC., UNEXPECTEDLY RECEIVED AN EXCEPTIONALLY LARGE BEQUEST IN THE YEAR ENDING 6/30/17 TOTALING 8,297,893 FROM AN INDIVIDUAL UNRELATED TO ANY BOARD MEMBER. EXCEPT FOR THE UNUSUAL LARGE BEQUEST GIFT, THE PERCENTAGE IN SCHEDULE A, LINE 14 WOULD EXCEED 33.33%. THE LARGE BEQUEST, WHILE BEING DONOR ADVISED, IS NOT DONOR CONTROLLED. THE BOARD OF DIRECTORS - ALL INDEPENDENT AND UNRELATED TO THE BEQUEST OR EACH OTHER, HAS CONTINUED ITS COMMUNITY SOLICITATIONS AS EVIDENCED ON ITS WEB SITE, WWW.SHALLOWFORDFOUNDATION.ORG, TO BUILD LONG-TERM COMMUNITY PHILANTHROPIC ASSETS. PART II, LINE 17B THE CLEMMONS COMMUNITY FOUNDATION, NOW NAMED SHALLOW FORD FOUNDATION, INC., UNEXPECTEDLY RECEIVED AN EXCEPTIONALLY LARGE BEQUEST IN THE YEAR ENDING 6/30/17 TOTALING 8,297,893 FROM AN INDIVIDUAL UNRELATED TO ANY BOARD MEMBER. EXCEPT FOR THE UNUSUAL LARGE BEQUEST GIFT, THE PERCENTAGE IN SCHEDULE A, LINE 14 WOULD EXCEED 33.33%. THE LARGE BEQUEST, WHILE BEING DONOR ADVISED, IS NOT DONOR CONTROLLED. THE BOARD OF DIRECTORS - ALL INDEPENDENT AND UNRELATED TO THE BEQUEST OR EACH OTHER, HAS CONTINUED ITS COMMUNITY SOLICITATIONS AS EVIDENCED ON ITS WEB SITE, WWW.SHALLOWFORDFOUNDATION.ORG, TO BUILD LONG-TERM COMMUNITY PHILANTHROPIC ASSETS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12 33 196489 520308 672382 13247298 3449822 true true 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 1902665 8297893 2185983 47000 51657 56814 12231070 1.00000 false false 6132 1467 4665 4665 3436846 1260181 1260181 2176665 68658 68658 2245323 878326 878326 68658 68658 946984 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 CANCER SERVICES INC 3715 MAPLEWOOD AVENUE WINSTONSALEM NC 27103 560656375 3 32066 CANCER PATIENT ADVOC 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 180250 BLDG/STAFF PROGRAM HOSPICE & PALLIATIVE CARE CENTER 101 HOSPICE LANE WINSTONSALEM NC 27103 581343313 3 9000 SUPPORT PROGRAMS YADKIN COUNTY PUBLIC SCHOOLS 121 WASHINGTON STREET YADKINVILLE NC 27055 566001137 GOV 16580 EDUCATION PROGRAMS YADKIN RIVER KEEPER 846 WEST 4TH STREET WINSTONSALEM NC 27101 261874687 3 18000 SIGNAGE/FARMING CRISIS CONTROL MINISTRY 200 EAST TENTH STREET WINSTONSALEM NC 27101 237348168 3 22500 EMERGENCY RELIEF YADKIN VALLEY ECONOMIC DEV DISTRIC PO BOX 309 BOONVILLE NC 27011 560851147 3 12000 SENIOR PROG/SERVICES TOWN OF EAST BEND 108 WEST MAIN STREET EAST BEND NC 27018 560928194 GOV 12000 COMMUNITY PLAYGROUND SURRY COMMUNITY COLLEGE 630 SOUTH MAIN STREET DOBSON NC 27017 560841532 3 15187 PROGRAMS/SCHOLARSHIP CHILDREN'S CENTER OF NORTHWEST NC PO BOX 1206 YADKINVILLE NC 27055 561876389 3 12000 GENERAL SUPPORT YADKIN COUNTY RESCUE SQUAD AND EMS PO BOX 1355 YADKINVILLE NC 27055 561490476 3 11401 EQUIPMENT SALPOINTE CATHOLIC HIGH SCHOOL 1545 EAST COPPER STREET TUCSON AZ 85719 742382300 3 10000 EDUCATION SUPPORT MAGNIFY MINISTRIES INC 1336 LONE HICKOPRY ROAD YADKINVILLE NC 27055 271855954 3 9000 LOW INC HOME REPAIRS HANDS OF HOPE MEDICAL CLINIC PO BOX 62 YADKINVILLE NC 27055 275569145 3 10500 LOW INCOME HEALTHCAR YMCA OF NORTHWEST NC 301 NORTH MAIN ST SUITE 1900 WINSTONSALEM NC 27101 560530015 3 13760 GENERAL SUPPORT CROSSNORE SCHOOL & CHILDREN'S HOME PO BOX 249 CROSSNORE NC 28616 560567980 3 7500 BEHAVIORAL HEALTH BOONVILLE BUSINESS & DOWNTOWN DEVEL PO BOX 162 BOONVILLE NC 27011 460610836 3 12000 COMMUNITY PLAYGROUND YADKIN ARTS COUNCIL PO BOX 667 YADKINVILLE NC 27055 510162387 3 5675 ARTS PROGRAMMING CLEMMONS FOOD PANTRY INC PO BOX 871 CLEMMONS NC 27012 454522542 3 6000 FACILITY EQUIPMENT IMPRINTS CARES 502 NORTH BROAD STREET WINSTONSALEM NC 27101 560949178 3 18500 REMOTE EDUCATION SALVATION ARMY PO BOX 1205 WINSTONSALEM NC 271021205 222406433 3 7000 EMERGENCY RELIEF WINSTON-SALEM STATE UNIVERSITY 601 S MARTIN LUTHER KING JR DR WINSTONSALEM NC 27110 566001466 3 12000 STUDENT SCHOLARSHIPS 22 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 178235 AVG HIGH/LOW PRICE ON DAY false false false FORM 990, PAGE 2, PART III, LINE 2 INITIATED IN EARLY 2020 AND MANAGE TWO COMMUNITY COVID-19 RESPONSE FUNDS AND COMMUNITY-BASED TEAMS TO ADDRESS PANDEMIC-RELATED IMPACT AND RECOVERY. THESE RESPONSE FUNDS AND ITS TEAMS CONTINUED THROUGHOUT THE FISCAL YEAR. 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.