2022-07-12T13:29:46-05:00 2021-12-31 561706742 DAVIDSON HOLLAND WHITESELL & CO PLLC 209 13TH AVE PLACE NW SUITE 200 HICKORY NC 28601 990 2021-01-01 753140786 CAROLINA CARING FOUNDATION INC CARO 8284660466 3975 ROBINSON ROAD NEWTON NC 28658 DANA KILLIAN DIRECTOR 8284660466 2022-06-30 1 DANA KILLIAN 999009999 MATTHEW MCKINNEY P01707028 8283222070 2022-06-30 0 AAL1 IAL1 2021 2022-09-23 18:48:47Z DANA KILLIAN 3975 ROBINSON ROAD NEWTON NC 28658 7664479 0 X N/A X 2003 NC TO BENEFIT CAROLINA CARING, INC. 11 11 0 0 165064 107794 1104603 1407218 0 0 63002 698001 203198 210950 1370803 2316169 552560 431190 0 0 0 0 0 0 27177 634054 763839 1186614 1195029 184189 1121140 11873051 14129101 1288274 1210169 10584777 12918932 TO PLAN FOR AND SEEK OUT CHARITABLE GIFTS TO SUPPORT THE MISSION OF CAROLINA CARING, INC. 0 0 1101998 431190 TO BENEFIT CAROLINA CARING, INC. 1101998 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 3 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X THE ORGANIZATION 8284660466 3975 ROBINSON ROAD NEWTON NC 28658 JOYCE CORBETT DIRECTOR 0.50 X 0 0 0 JAMIE DUGO DIRECTOR 0.50 X 0 0 0 SABINA HARDY DIRECTOR 0.50 X 0 0 0 WENDY MARTIN DIRECTOR 0.50 X 0 0 0 DIANE TAYLOR DIRECTOR 0.50 X 0 0 0 DAVID BOONE DIRECTOR 0.50 1.00 X 0 0 0 DARRELL JOHNSON DIRECTOR 0.50 1.00 X 0 0 0 MICHAEL MCKINLEY TREASURER 0.50 X X 0 0 0 SUSANNAH BROWN VICE-CHAIR 0.50 X X 0 0 0 AMANDA PEARCE CHAIRPERSON 0.50 X X 0 0 0 DAVID COOK PRESIENT/CEO 0.50 50.00 X X 0 206608 0 0 206608 0 0 0 1 0 0 362815 1044403 110553 1407218 195502 195502 318767 107817 210950 210950 165064 45886 5573169 169823 4922493 318000 650676 -148177 502499 650676 -148177 0 362815 0 0 2316169 846178 165064 -102291 X 431190 431190 3150 3150 62704 62704 4592 4592 15064 15064 4241 4241 17621 17621 ADMINISTRATION EXPENSES 323972 323972 THRIFT STORE EXPENSES 235590 235590 MISCELLANEOUS EXPENSE 49663 22486 27177 TAX EXPENSE 24113 24113 23129 23129 1195029 1101998 65854 27177 646396 1718607 141911 32970 3369 6387 2755 4897 3341558 617669 3105408 2723889 7973212 9642351 11873051 14129101 20843 18272 1227151 1093812 40280 98085 1288274 1210169 X 10193842 12629953 390935 288979 10584777 12918932 11873051 14129101 X 1121140 735089 477926 X X 0 1 X 1 0 X X 1 CAROLINA CARING INC 561242526 7 1 1101998 0 1 1101998 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 390935 250000 351956 288979 426479 250000 285544 390935 170212 300000 43733 426479 151479 18733 170212 151479 151479 0.52420 0.47580 0 0 1009043 1009043 2137978 543695 1594283 80167 54883 25284 114370 19091 95279 2723889 DUE TO AFFILIATE 98085 98085 X 2860781 735089 107817 842906 2017875 62704 235590 298294 2316169 1004552 107817 107817 896735 62704 235590 298294 1195029 PART V, LINE 4: $151,479 OF THE ENDOWENT FUNDS ARE PERMANENTLY RESTRICTED. $137,500 OF THE ENDOWMENT FUNDS ARE TEMPORARILY RESTRICTED FOR A PEDIATRIC PROGRAM. PART X, LINE 2: AS OF THE CURRENT AND PRIOR YEAR, THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 107,817. PART XI, LINE 4B - OTHER ADJUSTMENTS: THRIFT STORE EXPENSES 235,590. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 107,817. PART XII, LINE 4B - OTHER ADJUSTMENTS: THRIFT STORE EXPENSES 235,590. DIRECT MAIL SOLICITATION 83997 83997 GOLF TOURNAMENT 61184 61184 15 217634 217634 362815 362815 1 CAROLINA CARING INC 3975 ROBINSON ROAD NEWTON NC 28658 561242526 501(C)(3) 431190 0 N/A N/A GENERAL SUPPORT PART I, LINE 2: THE ORGANZIATION ONLY PROVIDES GRANTS TO CAROLINA CARING, INC., A RELATED ORGANIZATION. THE ORGANIZATION MONITORS THE USE OF GRANT FUNDS THROUGH OVERLAP IN THE MANAGEMENT BETWEEN THE TWO ORGANIZATIONS. 0 0 0 0 0 0 0 0 0 DAVID COOK PRESIENT/CEO 0 206608 0 0 0 0 0 0 0 0 0 206608 0 0 X 1162 110553 FMV OF SHARES 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE COMPLETED FORM 990 IS MADE AVAILABLE TO EACH BOARD MEMBER PRIOR TO FILING. IN ADDITION, THE ORGANIZATION'S EXECUTIVE DIRECTOR REVIEWS THE COMPLETED FORM 990 WITH THE RETURN PREPARER PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY APPLIES TO ALL MEMBERS OF THE BOARD OF DIRECTORS (THE ORGANIZATION HAS NO EMPLOYEES). EDUCATION REGARDING THE ORGANIZATION'S CONFLICT OF INTEREST POLICY OCCURS DURING THE ORIENTATION PROCESS OF ALL BOARD MEMBERS. EACH BOARD MEMBER ACKNOWLEDGES THEIR REVIEW AND UNDERSTANDING OF THE POLICY BY A SIGNED STATEMENT WHICH IS PLACED IN A BOARD MEMBER'S FILE. BOARD MEMBERS ARE REQUIRED TO REVIEW THE CONFLICT OF INTEREST POLICY AND SIGN THE ACKNOWLEDGEMENT OF REVIEW AND UNDERSTANDING ANNUALLY. THE CONFLICT OF INTEREST POLICY REQUIRES DISCLOSURE AT THE TIME A MATTER ARISES THAT MAY PRESENT A FINANCIAL OR ETHICAL CONFLICT OF INTEREST WITH THE ORGANIZATION'S INTERESTS. PRIOR TO ANY ACTION BEING TAKEN AGAINST A BOARD MEMBER, THE ORGANIZATION CONDUCTS AN INVESTIGATION AND DUE PROCESS ADMINISTRATIVE HEARING. THE BOARD CHAIR IS THE FINAL ARBITRATOR IN THE ORGANIZATION'S INTERNAL INVESTIGATION. THE RESULTS OF THE INVESTIGATION MAY WARRANT A BOARD MEMBER NOT PARTICIPATING IN DISCUSSIONS OR VOTES ON SPECIFIED TRANSACTIONS UNLESS REQUESTED BY THE BOARD. THE BOARD MEMBER'S ABSTENTION AND THE REASON FOR IT ARE RECORDED IN THE MINUTES. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE AVAILABLE FOR INSPECTION AT THE ORGANIZATION'S OFFICE UPON REASONABLE REQUEST. FORM 990, PART IX, LINE 24E PRINTING AND POSTAGE : PROGRAM SERVICE EXPENSES 15,344. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,344. BANK FEES : PROGRAM SERVICE EXPENSES 3,473. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,473. REPAIRS AND MAINTENANCE : PROGRAM SERVICE EXPENSES 3,366. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,366. DUES : PROGRAM SERVICE EXPENSES 946. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 946. FORM 990, PART XI, LINE 9: TRANSFER TO CAROLINA CARING FOUNDATION 477,926. FORM 990, PART XII, LINE 2C,AUDIT OVERSIGHT/SELECTION OF INDEPENDENT ACCT THE ORGANIZATION DID NOT CHANGE EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR; HOWEVER, THIS QUESTION HAD PREVIOUSLY BEEN ANSWERED NO BECAUSE THERE IS NOT A SEPARATE COMMITTEE THAT OVERSEES THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTS AN INDEPENDENT ACCOUNTANT. THE MEMBERS OF THE BOARD HAVE ALWAYS BEEN RESPONSIBLE FOR THESE ACTIONS AS OUTLINED IN THE ORGANIZATION'S GOVERNING DOCUMENTS. FOR THIS REASON, THE RESPONSE HAS BEEN CHANGED TO "YES" TO MORE ACCURATELY REFLECT THE BOARD'S RESPONSIBILITY REGARDING THESE FUNCTIONS. CAROLINA CARING INC 3975 ROBINSON ROAD NEWTON NC 28658 561242526 PROVIDES PALLIATIVE AND SUPPORTIVE CARE FOR TERMINALLY ILL PATIENTS NC 501(C)(3) LINE 7 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 CAROLINA CARING INC S 477926 ACTUAL CAROLINA CARING INC B 431190 ACTUAL