2021-02-19T14:40:22-06:00 2020-06-30 352110134 CHRISTEN SOUERS LLC 10347 DAWSONS CREEK BLVD SUITE C FORT WAYNE IN 468251905 990 2019-07-01 043795285 CLEMMONS COMMUNITY FOUNDATION INC CLEM 3366636794 PO BOX 567 CLEMMONS NC 27012 MARIA VERNON VICE CHAIR 3366636794 2021-02-11 true DAVID L FUNK CPA P00187731 2604840653 2021-02-19 2019 2022-09-23 18:48:47Z MARIA VERNON PO BOX 567 CLEMMONS NC 27012 698730 false X CLEMMONSFOUNDATION.ORG X 2004 NC TO UNLOCK THE FULL PHILANTHROPIC POTENTIAL OF OUR COMMUNITIES TO ADDRESS NEEDS AND INTERESTS WITH RESOURCES FOR TRANSFORMATIONAL SOLUTIONS AND STRATEGIES. 10 10 5 125 0 217080 405318 0 760772 293412 0 977852 698730 338528 411806 0 138676 175409 0 6845 68390 134603 545594 721818 432258 -23088 13940309 14151499 17002 12899 13923307 14138600 X TO UNLOCK THE FULL PHILANTHROPIC POTENTIAL OF OUR COMMUNITIES TO ADDRESS NEEDS AND INTERESTS WITH RESOURCES FOR TRANSFORMATIONAL SOLUTIONS AND STRATEGIES. true false 680807 411806 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. 680807 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 false false false false false false false false false true 1 0 true 5 true false false false false false false false false false false false false false false X 10 10 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 50.00 X 100000 0 0 TIM BELL SECRETARY 1.00 X X 0 0 0 MIKE COMBEST CHAIRMAN 5.00 X X 0 0 0 JOHN CROUCH DIRECTOR 1.00 X 0 0 0 HOLLY GROCE DIRECTOR 1.00 X 0 0 0 BRETT HOGE 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 MARIA VERNON VICE CHAIR 1.00 X X 0 0 0 GREGORY BREWER IMMED PAST C 1.00 X 0 0 0 100000 false false false 405318 405318 293412 293412 698730 293412 411806 411806 100000 90000 8712 1288 62944 48275 11894 2775 12465 10578 1576 311 250 250 2500 2500 3180 1609 1571 2249 1224 1025 6445 5469 815 161 15797 13405 1998 394 14803 12561 1872 370 1615 1372 40 203 356 356 1771 1503 224 44 INVESTMENT FEES 63955 63955 PROGRAM & INITIATIVES 11259 11259 OTHER EXPENSES 10423 7791 1333 1299 721818 680807 34166 6845 509419 269025 1106118 500 2668 356 2312 13430390 12774044 13940309 14151499 7899 10000 5000 7002 17002 12899 X 13923307 14138600 13923307 14138600 13940309 14151499 -23088 238381 X X false true X true false X 1020482 8306876 280655 217080 405318 10230411 1020482 8306876 280655 217080 405318 10230411 8595472 1634939 27727 1669206 336305 760772 293412 3087422 164000 164000 13481833 0.12130 0.10100 X 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 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6 20 154639 250680 91550 313756 11363800 2774800 true true 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 925731 1006407 -13405 6000 10068 1902665 1.00000 false false 2668 356 2312 2312 873156 238381 238381 634775 63955 63955 698730 657863 657863 63955 63955 721818 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 ARTS FOR LIFE 50 S FRENCH BROAD AVENUE SUITE 258 ASHEVILLE NC 28801 562250962 3 7500 YOUTH ART THERAPY BOOKMARKS 634 W FOURTH STREET 110 WINSTONSALEM NC 27101 542152610 3 7500 BOOKS FOR LOCAL SCHO CANCER SERVICES INC 3715 MAPLEWOOD AVENUE WINSTONSALEM NC 27103 560656375 3 73025 CANCER PATIENT SUPPO FAITHHEALTH INNOVATIONS INC MEDICAL CENTER BLVD WINSTONSALEM NC 27157 237426944 3 9000 PROGRAM SUPPORT GUIDING INSTITUTE FOR DEVELOPMENTAL 200 EAST 14TH STREET WINSTONSALEM NC 27105 562108796 3 5750 YOUTH EDUCATION HUMANE SOCIETY OF DAVIE COUNTY 1469 N MAIN STREET MOCKSVILLE NC 27028 561759771 3 7500 ANIMAL WELFARE LEWISVILLE-CLEMMONS CHAMBER OF COMM 3540 CLEMMONS ROAD SUITE 112 CLEMMONS NC 27012 743215354 6 19740 COVID RELATED SUPPOR LOVE OUT LOUD PO BOX 20912 WINSTONSALEM NC 27120 474085418 3 199222 CAPITAL IMPROVEMENT SENIOR SERVICES INC 2895 SHOREFAIR DRIVE WINSTONSALEM NC 27105 561085968 3 13000 SENIOR PROGRAMS WINSTON SALEM FORSYTH COUNTY SCHOOL 457 CORPORATE SQUARE WINSTONSALEM NC 27105 560795164 GOV 7704 ACADEMIC SUPPORT YADKIN COUNTY PUBLIC SCHOOLS 121 WASHINGTON STREET YADKINVILLE NC 27055 566001137 GOV 19100 PROGRAMS 10 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. 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.