SHALLOW FORD FOUNDATION INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SHALLOW FORD FOUNDATION INC (EIN 04-3795285)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-02-19
- IRS object ID
- 202100509349301135
- Schema version
- 2019v5.0
- 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 | 2021-02-19T14:40:22-06:00 | ReturnTs |
| Tax Period End | 2020-06-30 | 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 SUITE 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 | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043795285 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLEMMONS COMMUNITY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CLEM | 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 | 27012 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARIA VERNON | PersonNm |
| Person Title | VICE CHAIR | PersonTitleTxt |
| Phone | 3366636794 | PhoneNum |
| Signature | 2021-02-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID L FUNK CPA | PreparerPersonNm |
| PTIN | P00187731 | PTIN |
| Phone | 2604840653 | PhoneNum |
| Preparation | 2021-02-19 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARIA VERNON | 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 | $698,730 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | CLEMMONSFOUNDATION.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 TO ADDRESS NEEDS AND INTERESTS WITH RESOURCES FOR TRANSFORMATIONAL SOLUTIONS AND STRATEGIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 5 | TotalEmployeeCnt |
| Total Volunteers | 125 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $217,080 | PYContributionsGrantsAmt |
| CY Contributions Grants | $405,318 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $760,772 | PYInvestmentIncomeAmt |
| CY Investment Income | $293,412 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $977,852 | PYTotalRevenueAmt |
| CY Total Revenue | $698,730 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $338,528 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $411,806 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $138,676 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $175,409 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $6,845 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $68,390 | PYOtherExpensesAmt |
| CY Other Expenses | $134,603 | CYOtherExpensesAmt |
| PY Total Expenses | $545,594 | PYTotalExpensesAmt |
| CY Total Expenses | $721,818 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $432,258 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$23,088 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $13,940,309 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,151,499 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $17,002 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,899 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $13,923,307 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $14,138,600 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO UNLOCK THE FULL PHILANTHROPIC POTENTIAL OF OUR COMMUNITIES TO ADDRESS NEEDS AND INTERESTS WITH RESOURCES FOR TRANSFORMATIONAL SOLUTIONS AND STRATEGIES. | MissionDesc |
| Significant New Program Srvc | Yes (true) | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $680,807 | ExpenseAmt |
| Grant | $411,806 | GrantAmt |
| Desc | CONNECTING PHILANTHROPIC RESOURCES WITH COMMUNITY NEEDS THROUGH COMMUNITY- ENGAGED GRANT-MAKING FROM SCHOLARSHIP AND DISCRETIONARY FUNDS. INITIATED AND SUPPORTED PROGRAMS WHERE NEEDS IDENTIFIED. SUPPORT DONOR ADVISORS WITH COMMUNITY RESEARCH AND GRANT RECOMMENDATION GUIDANCE. GRANT AND SCHOLARSHIP FOLLOWUP. | Desc |
| Total Program Service Expenses | $680,807 | 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 | false | 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 | false | Form8282PropertyDisposedOfInd |
| 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 | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | 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 | DONALD KINNEY | PersonNm |
| Phone | 3367688000 | PhoneNum |
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 |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 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 | 50.00 | Yes (X) | $100,000 | $0 | $0 | |
| TIM BELL | ||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MIKE COMBEST | ||||||
| CHAIRMAN | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JOHN CROUCH | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| HOLLY GROCE | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| BRETT HOGE | ||||||
| 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) | |
| ERIKA MIELKE | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MARIA VERNON | ||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| GREGORY BREWER | ||||||
| IMMED PAST C | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $100,000 | TotalReportableCompFromOrgAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $405,318 | AllOtherContributionsAmt |
| Total Contributions | $405,318 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $293,412 | TotalRevenueColumnAmt |
| Exclusion | $293,412 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $698,730 | TotalRevenueColumnAmt |
| Exclusion | $293,412 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $411,806 | TotalAmt |
| Program Services | $411,806 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,000 | TotalAmt |
| Program Services | $90,000 | ProgramServicesAmt |
| Management And General | $8,712 | ManagementAndGeneralAmt |
| Fundraising | $1,288 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,944 | TotalAmt |
| Program Services | $48,275 | ProgramServicesAmt |
| Management And General | $11,894 | ManagementAndGeneralAmt |
| Fundraising | $2,775 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,465 | TotalAmt |
| Program Services | $10,578 | ProgramServicesAmt |
| Management And General | $1,576 | ManagementAndGeneralAmt |
| Fundraising | $311 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $250 | TotalAmt |
| Management And General | $250 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,500 | TotalAmt |
| Management And General | $2,500 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,180 | TotalAmt |
| Program Services | $1,609 | ProgramServicesAmt |
| Management And General | $1,571 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,249 | TotalAmt |
| Program Services | $1,224 | ProgramServicesAmt |
| Management And General | $1,025 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,445 | TotalAmt |
| Program Services | $5,469 | ProgramServicesAmt |
| Management And General | $815 | ManagementAndGeneralAmt |
| Fundraising | $161 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,797 | TotalAmt |
| Program Services | $13,405 | ProgramServicesAmt |
| Management And General | $1,998 | ManagementAndGeneralAmt |
| Fundraising | $394 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,803 | TotalAmt |
| Program Services | $12,561 | ProgramServicesAmt |
| Management And General | $1,872 | ManagementAndGeneralAmt |
| Fundraising | $370 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,615 | TotalAmt |
| Program Services | $1,372 | ProgramServicesAmt |
| Management And General | $40 | ManagementAndGeneralAmt |
| Fundraising | $203 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $356 | TotalAmt |
| Management And General | $356 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,771 | TotalAmt |
| Program Services | $1,503 | ProgramServicesAmt |
| Management And General | $224 | ManagementAndGeneralAmt |
| Fundraising | $44 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| INVESTMENT FEES | $63,955 | $63,955 | ||
| PROGRAM & INITIATIVES | $11,259 | $11,259 | ||
| OTHER EXPENSES | $10,423 | $7,791 | $1,333 | $1,299 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $721,818 | TotalAmt |
| Program Services | $680,807 | ProgramServicesAmt |
| Management And General | $34,166 | ManagementAndGeneralAmt |
| Fundraising | $6,845 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $509,419 | BOYAmt |
| EOY | $269,025 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,106,118 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $500 | BOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,668 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $356 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $2,312 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,430,390 | BOYAmt |
| EOY | $12,774,044 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,940,309 | BOYAmt |
| EOY | $14,151,499 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $7,899 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,000 | BOYAmt |
| EOY | $5,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,002 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,002 | BOYAmt |
| EOY | $12,899 | 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 | $13,923,307 | BOYAmt |
| EOY | $14,138,600 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,923,307 | BOYAmt |
| EOY | $14,138,600 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,940,309 | BOYAmt |
| EOY | $14,151,499 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$23,088 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $238,381 | NetUnrlzdGainsLossesInvstAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | $1,020,482 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,306,876 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $280,655 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $217,080 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $405,318 | CurrentTaxYearAmt |
| Total | $10,230,411 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,020,482 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,306,876 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $280,655 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $217,080 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $405,318 | CurrentTaxYearAmt |
| Total | $10,230,411 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $8,595,472 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,634,939 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,727 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,669,206 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $336,305 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $760,772 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $293,412 | CurrentTaxYearAmt |
| Total | $3,087,422 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $164,000 | CurrentTaxYearMinus2YearsAmt |
| Total | $164,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $13,481,833 | TotalSupportAmt |
| Public Support CY170 | 0.12130 | PublicSupportCY170Pct |
| Public Support PY170 | 0.10100 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
| Facts And Circumstances Test | THE CLEMMONS COMMUNITY FOUNDATION 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.CLEMMONSFOUNDATION.ORG, TO BUILD LONG-TERM COMMUNITY PHILANTHROPIC ASSETS. | FactsAndCircumstancesTestTxt |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 10 | DONATION OF PROPERTY 164,000 |
| PART II, LINE 17A | THE CLEMMONS COMMUNITY FOUNDATION 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.CLEMMONSFOUNDATION.ORG, TO BUILD LONG-TERM COMMUNITY PHILANTHROPIC ASSETS. |
| PART II, LINE 17B | THE CLEMMONS COMMUNITY FOUNDATION 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 15 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.CLEMMONSFOUNDATION.ORG, TO BUILD LONG-TERM COMMUNITY PHILANTHROPIC ASSETS. |
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 | 6 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 20 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $154,639 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $250,680 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $91,550 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $313,756 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $11,363,800 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $2,774,800 | 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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,902,665 | BeginningYearBalanceAmt |
| Contributions | $8,297,893 | ContributionsAmt |
| Investment Earnings Or Losses | $2,185,983 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $47,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $51,657 | OtherExpendituresAmt |
| Administrative Expenses | $56,814 | AdministrativeExpensesAmt |
| End Year Balance | $12,231,070 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $925,731 | BeginningYearBalanceAmt |
| Contributions | $1,006,407 | ContributionsAmt |
| Investment Earnings Or Losses | -$13,405 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $10,068 | OtherExpendituresAmt |
| End Year Balance | $1,902,665 | 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 | $2,668 | OtherCostOrOtherBasisAmt |
| Depreciation | $356 | DepreciationAmt |
| Book Value | $2,312 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,312 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $873,156 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $238,381 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $238,381 | RevenueNotReportedAmt |
| Revenue Subtotal | $634,775 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $63,955 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $63,955 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $698,730 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $657,863 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $657,863 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $63,955 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $63,955 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $721,818 | 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 (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ARTS FOR LIFE | |||||||
| 50 S FRENCH BROAD AVENUE SUITE 258 | ASHEVILLE | NC | 28801 | 562250962 | 3 | $7,500 | YOUTH ART THERAPY |
| BOOKMARKS | |||||||
| 634 W FOURTH STREET 110 | WINSTONSALEM | NC | 27101 | 542152610 | 3 | $7,500 | BOOKS FOR LOCAL SCHO |
| CANCER SERVICES INC | |||||||
| 3715 MAPLEWOOD AVENUE | WINSTONSALEM | NC | 27103 | 560656375 | 3 | $73,025 | CANCER PATIENT SUPPO |
| FAITHHEALTH INNOVATIONS INC | |||||||
| MEDICAL CENTER BLVD | WINSTONSALEM | NC | 27157 | 237426944 | 3 | $9,000 | PROGRAM SUPPORT |
| GUIDING INSTITUTE FOR DEVELOPMENTAL | |||||||
| 200 EAST 14TH STREET | WINSTONSALEM | NC | 27105 | 562108796 | 3 | $5,750 | YOUTH EDUCATION |
| HUMANE SOCIETY OF DAVIE COUNTY | |||||||
| 1469 N MAIN STREET | MOCKSVILLE | NC | 27028 | 561759771 | 3 | $7,500 | ANIMAL WELFARE |
| LEWISVILLE-CLEMMONS CHAMBER OF COMM | |||||||
| 3540 CLEMMONS ROAD SUITE 112 | CLEMMONS | NC | 27012 | 743215354 | 6 | $19,740 | COVID RELATED SUPPOR |
| LOVE OUT LOUD | |||||||
| PO BOX 20912 | WINSTONSALEM | NC | 27120 | 474085418 | 3 | $199,222 | CAPITAL IMPROVEMENT |
| SENIOR SERVICES INC | |||||||
| 2895 SHOREFAIR DRIVE | WINSTONSALEM | NC | 27105 | 561085968 | 3 | $13,000 | SENIOR PROGRAMS |
| WINSTON SALEM FORSYTH COUNTY SCHOOL | |||||||
| 457 CORPORATE SQUARE | WINSTONSALEM | NC | 27105 | 560795164 | GOV | $7,704 | ACADEMIC SUPPORT |
| YADKIN COUNTY PUBLIC SCHOOLS | |||||||
| 121 WASHINGTON STREET | YADKINVILLE | NC | 27055 | 566001137 | GOV | $19,100 | PROGRAMS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 10 | 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 O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
| 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, 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. |
| FORM 990, PAGE 12, PART XII, LINE 2C | THE FINANCIAL STATEMENTS FOR PRIOR FISCAL YEAR WERE REVIEWED BY AN INDEPENDENT ACCOUNTANT. THE FINANCIAL STATEMENTS FOR CURRENT FISCAL YEAR WERE AUDITED. |
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