COMMUNITY FOUNDATION OF BURKE COUNTY: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOUNDATION OF BURKE COUNTY (EIN 56-2170220)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-06-01
- IRS object ID
- 202131529349300993
- Schema version
- 2020v4.1
- 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 | 2021-06-01T15:27:21-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561706742 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVIDSON HOLLAND WHITESELL & CO PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 209 13TH AVE PLACE NW SUITE 200 | AddressLine1Txt |
| City | HICKORY | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 562170220 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOUNDATION OF BURKE COUNTY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMM | BusinessNameControlTxt |
| Phone | 8284377105 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1156 | AddressLine1Txt |
| City | MORGANTON | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28680 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH W ANDREWS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8284377105 | PhoneNum |
| Signature | 2021-06-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ELIZABETH | PersonFirstNm |
| Person Last | ANDREWS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW MCKINNEY | PreparerPersonNm |
| PTIN | P01707028 | PTIN |
| Phone | 8283222070 | PhoneNum |
| Preparation | 2021-06-01 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ELIZABETH W ANDREWS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1156 | AddressLine1Txt |
| City | MORGANTON | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28680 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,621,642 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CFBURKECOUNTY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1998 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | TO ENCOURAGE, DEVELOP, AND PARTICIPATE IN PHILANTHROPY BY PROVIDING FLEXIBLE GIVING OPPORTUNITIES, PROFESSIONAL SUPPORT, AND RESPONSIBLE STEWARDSHIP FOR THE BENEFIT OF DONORS AND QUALIFIED RECIPIENTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 3 | TotalEmployeeCnt |
| Total Volunteers | 160 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,378,751 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,604,964 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,134,325 | PYInvestmentIncomeAmt |
| CY Investment Income | $895,255 | CYInvestmentIncomeAmt |
| PY Other Revenue | $7,020 | PYOtherRevenueAmt |
| CY Other Revenue | $718 | CYOtherRevenueAmt |
| PY Total Revenue | $2,520,096 | PYTotalRevenueAmt |
| CY Total Revenue | $3,500,937 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,378,361 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,458,173 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $214,242 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $202,767 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $52,815 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $171,156 | PYOtherExpensesAmt |
| CY Other Expenses | $151,926 | CYOtherExpensesAmt |
| PY Total Expenses | $1,763,759 | PYTotalExpensesAmt |
| CY Total Expenses | $1,812,866 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $756,337 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,688,071 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $23,993,684 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,585,879 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $64,709 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $52,103 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $23,928,975 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $27,533,776 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO ENCOURAGE, DEVELOP, AND PARTICIPATE IN PHILANTHROPY BY PROVIDING FLEXIBLE GIVING OPPORTUNITIES, PROFESSIONAL SUPPORT, AND RESPONSIBLE STEWARDSHIP FOR THE BENEFIT OF DONORS AND QUALIFIED RECIPIENTS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,703,304 | ExpenseAmt |
| Grant | $1,458,173 | GrantAmt |
| Desc | BEGINNING OPERATIONS IN 2000, THE COMMUNITY FOUNDATION OF BURKE COUNTY IS A NONPROFIT, TAX-EXEMPT ORGANIZATION AND RECEIVES GIFTS, ENDOWMENTS, AND BEQUESTS FROM INDIVIDUALS, FAMILIES, BUSINESSES, AND ORGANIZATIONS. THE ORGANIZATION USES DISTRIBUTIONS FROM THESE FUNDS TO MAKE GRANTS TO QUALIFIED CHARITABLE AGENCIES AND INSTITUTIONS PRIMARILY SERVING THE RESIDENTS OF BURKE COUNTY, NORTH CAROLINA. | Desc |
| Total Program Service Expenses | $1,703,304 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 5 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 3 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THERESA M WATTERS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8284377105 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1156 | AddressLine1Txt |
| City | MORGANTON | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28680 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| JOHN F BLACK JR | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD L DEAUGUSTINIS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JJ DAVID FLETCHER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN M HEILMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NAOMI W HUNT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| M ALAN LECROY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SARA BLACK MOSES | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID A PARKER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| J MARK ROSTAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID R WIESE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| V OTIS WILSON JR | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARTHA MCMURRAY-RUSS | ||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ELIZABETH W ANDREWS | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CHRIS T BRITTAIN | ||||||
| VICE PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| KELLE B HUFFMAN | ||||||
| PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| THERESA WATTERS | ||||||
| FINANCE DIRECTOR | 40.00 | $64,156 | $0 | $0 | Yes (X) | |
| NANCY W TAYLOR | ||||||
| EXECUTIVE DIRECTOR | 40.00 | $104,000 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $168,156 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $2,604,964 | AllOtherContributionsAmt |
| Noncash Contributions | $530,606 | NoncashContributionsAmt |
| Total Contributions | $2,604,964 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $427,552 | TotalRevenueColumnAmt |
| Exclusion | $427,552 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,588,408 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,120,705 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $467,703 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $467,703 | TotalRevenueColumnAmt |
| Exclusion | $467,703 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $718 | TotalRevenueColumnAmt |
| Exclusion | $718 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $718 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,500,937 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $895,973 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,372,573 | TotalAmt |
| Program Services | $1,372,573 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,600 | TotalAmt |
| Program Services | $85,600 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,156 | TotalAmt |
| Program Services | $114,884 | ProgramServicesAmt |
| Management And General | $11,334 | ManagementAndGeneralAmt |
| Fundraising | $41,938 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,418 | TotalAmt |
| Program Services | $9,418 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,731 | TotalAmt |
| Program Services | $8,212 | ProgramServicesAmt |
| Management And General | $2,261 | ManagementAndGeneralAmt |
| Fundraising | $1,258 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,462 | TotalAmt |
| Program Services | $9,423 | ProgramServicesAmt |
| Management And General | $831 | ManagementAndGeneralAmt |
| Fundraising | $3,208 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,700 | TotalAmt |
| Management And General | $15,700 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,574 | TotalAmt |
| Program Services | $68,574 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,750 | TotalAmt |
| Program Services | $8,750 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,280 | TotalAmt |
| Fundraising | $3,280 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,242 | TotalAmt |
| Program Services | $21,242 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,750 | TotalAmt |
| Management And General | $14,750 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64 | TotalAmt |
| Management And General | $64 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,413 | TotalAmt |
| Management And General | $3,413 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $4,584 | $4,584 | ||
| OTHER | $3,782 | $52 | $698 | $3,032 |
| TELEPHONE | $3,030 | $909 | $2,121 | |
| PRINTING AND PUBLICATIO | $2,585 | $776 | $1,809 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,172 | TotalAmt |
| Management And General | $2,073 | ManagementAndGeneralAmt |
| Fundraising | $99 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,812,866 | TotalAmt |
| Program Services | $1,703,304 | ProgramServicesAmt |
| Management And General | $56,747 | ManagementAndGeneralAmt |
| Fundraising | $52,815 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,164 | BOYAmt |
| EOY | $36,531 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $579,432 | BOYAmt |
| EOY | $596,367 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,919 | BOYAmt |
| EOY | $5,977 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $838 | BOYAmt |
| EOY | $1,334 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,322 | BOYAmt |
| EOY | $5,111 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $37,593 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,541 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,500 | BOYAmt |
| EOY | $27,052 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,323,951 | BOYAmt |
| EOY | $26,890,053 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,558 | BOYAmt |
| EOY | $23,454 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,993,684 | BOYAmt |
| EOY | $27,585,879 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,484 | BOYAmt |
| EOY | $6,637 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,225 | BOYAmt |
| EOY | $45,466 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,709 | BOYAmt |
| EOY | $52,103 | 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 | $936,806 | BOYAmt |
| EOY | $1,131,110 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,992,169 | BOYAmt |
| EOY | $26,402,666 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,928,975 | BOYAmt |
| EOY | $27,533,776 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,993,684 | BOYAmt |
| EOY | $27,585,879 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,688,071 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,916,834 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$104 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | 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 | $761,825 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,757,993 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,253,530 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,378,751 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,341,676 | CurrentTaxYearAmt |
| Total | $7,493,775 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $761,825 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,757,993 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,253,530 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,378,751 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,341,676 | CurrentTaxYearAmt |
| Total | $7,493,775 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,270,356 | SubstantialContributorsTotAmt |
| Public Support Total170 | $6,223,419 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $392,617 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $501,689 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $584,045 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $607,807 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $427,552 | CurrentTaxYearAmt |
| Total | $2,513,710 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $100 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus1 Year | $685 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $718 | CurrentTaxYearAmt |
| Total | $1,503 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $10,008,988 | TotalSupportAmt |
| Public Support CY170 | 0.62180 | PublicSupportCY170Pct |
| Public Support PY170 | 0.63250 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 | 18 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 121 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $565,734 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $1,877,882 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $607,527 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $752,355 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $443,761 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $26,897,786 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,435,913 | BeginningYearBalanceAmt |
| Contributions | $1,877,882 | ContributionsAmt |
| Investment Earnings Or Losses | $2,336,346 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $752,355 | GrantsOrScholarshipsAmt |
| End Year Balance | $26,897,786 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,573,390 | BeginningYearBalanceAmt |
| Contributions | $850,110 | ContributionsAmt |
| Investment Earnings Or Losses | $3,908,101 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $895,688 | GrantsOrScholarshipsAmt |
| End Year Balance | $23,435,913 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,940,138 | BeginningYearBalanceAmt |
| Contributions | $944,636 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,780,470 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $530,914 | GrantsOrScholarshipsAmt |
| End Year Balance | $19,573,390 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,491,105 | BeginningYearBalanceAmt |
| Contributions | $2,468,822 | ContributionsAmt |
| Investment Earnings Or Losses | $2,465,945 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $485,734 | GrantsOrScholarshipsAmt |
| End Year Balance | $20,940,138 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,456,320 | BeginningYearBalanceAmt |
| Contributions | $350,479 | ContributionsAmt |
| Investment Earnings Or Losses | $1,137,942 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $453,636 | GrantsOrScholarshipsAmt |
| End Year Balance | $16,491,105 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.01970 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00820 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.97210 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $25,500 | InvestmentCostOrOtherBasisAmt |
| Book Value | $25,500 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,093 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,541 | DepreciationAmt |
| Book Value | $1,552 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $27,052 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $5,340,343 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,916,834 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$104 | OtherRevenueAmt |
| Revenue Not Reported | $1,916,730 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,423,613 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $77,324 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $77,324 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,500,937 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,735,542 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,735,542 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $77,324 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $77,324 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,812,866 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ORGANIZATION EVALUATES ITS UNCERTAIN TAX POSITIONS USING PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD ACCOUNTING STANDARDS CODIFICATION (ASC) 740-10-25, RECOGNITION OF A TAX POSITION. ACCORDINGLY, THE ORGANIZATION'S POLICY IS TO RECORD A LIABILITY FOR ANY TAX POSITION TAKEN THAT IS BENEFICIAL TO THE ORGANIZATION, INCLUDING ANY RELATED INTEREST AND PENALTIES, WHEN IT IS MORE LIKELY THAN NOT THE POSITION OF MANAGEMENT WITH RESPECT TO A TRANSACTION OR CLASS OF TRANSACTIONS WILL BE OVERTURNED BY A TAXING AUTHORITY UPON EXAMINATION. MANAGEMENT BELIEVES THERE ARE NO SUCH POSITIONS AS OF THE END OF THE CURRENT AND PRIOR YEARS. TAX YEARS SUBSEQUENT TO 2013 REMAIN SUBJECT TO EXAMINATION BY MAJOR TAX JURISDICTIONS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | UNCOLLECTIBLE PLEDGES |
| SCHEDULE D, PAGE 2, PART V, LINE 4 | THE ORGANIZATION'S EXEMPT PURPOSE IS TO MAINTAIN ENDOWMENTS AND OTHER FUNDS FOR THE PURPOSE OF DISTRIBUTION TO QUALIFIED RECIPIENTS. ENDOWMENTS PRESENTED ON PART V REPRESENT AN AGGREGATE OF SUCH FUNDS WHOSE INTENDED USES ARE GRANTS AND ASSISTANCE. PLEASE SEE 990 SCHEDULE I FOR A CURRENT YEAR LISTING OF SUCH GRANTS. |
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | CHANGE IN THE VALUE OF LIFE INSURANCE POLICY IS -104. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (16 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ASU FOUNDATION | |||||||
| ASU BOX 32064 | BOONE | NC | 28608 | 237099379 | 3 | $176,262 | EDUCATION |
| BURKE CHARITABLE PROPERTIES INC | |||||||
| 305-C WEST UNION STREET | MORGANTON | NC | 28655 | 562121201 | 3 | $31,612 | HUMAN SERVICES |
| BURKE HOSPICE AND PALLIATIVE CARE INC | |||||||
| 1721 ENON ROAD | VALDESE | NC | 28690 | 561316395 | 3 | $144,471 | HEALTH |
| BURKE UNITED CHRISTIAN MINISTRIES | |||||||
| 305-B WEST UNION STREET | MORGANTON | NC | 28655 | 591771449 | 3 | $81,346 | HUMAN SERVICES |
| FIRST PRESBYTERIAN CHURCH - MORGANTON | |||||||
| 100 SILVER CREEK ROAD | MORGANTON | NC | 28655 | 560623927 | 3 | $65,992 | RELIGION |
| FIRST UNITED METHODIST CHURCH - MORGANTON | |||||||
| 200 NORTH KING STREET | MORGANTON | NC | 28655 | 560554225 | 3 | $23,619 | RELIGION |
| FOOTHILLS CONSERVANCY OF NORTH CAROLINA | |||||||
| PO BOX 3023 | MORGANTON | NC | 28680 | 561947390 | 3 | $20,611 | ENVIRONMENT/ANIMAL |
| GOOD SAMARITAN CLINIC | |||||||
| 305 WEST UNION STREET | MORGANTON | NC | 28655 | 561939030 | 3 | $34,941 | HEALTH |
| HABITAT FOR HUMANITY OF BURKE COUNTY INC | |||||||
| PO BOX 352 | MORGANTON | NC | 28680 | 561608119 | 3 | $35,420 | HUMAN SERVICES |
| NORTH MORGANTON UNITED METHODIST CHURCH | |||||||
| 990 SANFORD DRIVE | MORGANTON | NC | 28655 | 561030819 | 3 | $20,000 | RELIGION |
| OPEN HEARTS PLACE | |||||||
| 201 SHADY REST RD | MORGANTON | NC | 28655 | 844729940 | 3 | $83,400 | HUMAN SERVICES |
| OPTIONS INC | |||||||
| PO BOX 2512 | MORGANTON | NC | 28680 | 581599166 | 3 | $65,348 | HUMAN SERVICES |
| SOUTHMOUNTAIN CHILDREN AND FAMILY SERVICES INC | |||||||
| PO BOX 3387 | MORGANTON | NC | 28680 | 560672457 | 3 | $40,942 | HUMAN SERVICES |
| THE MEETING PLACE ONE INC | |||||||
| PO BOX 2861 | MORGANTON | NC | 28680 | 550863996 | 3 | $26,150 | HUMAN SERVICES |
| WALDENSIAN PRESBYTERIAN CHURCH OF VALDESE | |||||||
| 109 MAIN STREET EAST | VALDESE | NC | 28690 | 560554201 | 3 | $24,104 | RELIGION |
| WESTERN PIEDMONT FOUNDATION INC | |||||||
| 1001 BURKEMONT AVENUE | MORGANTON | NC | 28655 | 237227728 | 3 | $29,645 | EDUCATION |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | EDUCATION SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 53 | RecipientCnt |
| Cash Grant | $85,600 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PG 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | GRANT RECIPIENTS ACKNOWLEDGE RECEIPT OF THE FUNDS AND EXPLAIN HOW THE FUNDS WILL BE USED WITH THE UNDERSTANDING THAT ANY PORTION NOT USED FOR CHARITABLE PURPOSES SHALL BE RETURNED GRANTS TO ORGANIZATIONS. THE BOARD OF DIRECTORS HAS ESTABLISHED A GRANTS COMMITTEE CONSISTING OF THOSE PERSONS APPOINTED BY THE PRESIDENT. THE DUTY OF THE GRANTS COMMITTEE IS TO EXERCISE THOSE DUTIES AND RESPONSIBILITIES IN MAKING GRANTS PURSUANT TO THE GRANTMAKING POLICY OF THE FOUNDATION, INCLUDING MAKING GRANTS FROM DISCRETIONARY FUNDS AND DETERMINING THE ORGANIZATIONS TO WHICH FIELD OF INTEREST FUNDS ARE DISTRIBUTED. THE BOARD OF DIRECTORS HAS ESTABLISHED A SCHOLARSHIP COMMITTEE CONSISTING OF AT LEAST FOUR MEMBERS, INCLUDING ONE DIRECTOR AND SUCH ADDITIONAL MEMBERS AS MAY BE APPOINTED BY THE BOARD PRESIDENT. THE COMMITTEE HAS THE DUTY OF OVERSEEING AND MONITORING THE SCHOLARSHIPS GRANTED AND THE CRITERIA USED IN SELECTING SCHOLARSHIP RECIPIENTS. THE ORGANIZATION IS COMMITTED TO PROVIDING A FULL-SERVICE SCHOLARSHIP PROGRAM TO ITS DONORS, ADVISORY COMMITTEES AND AWARD RECIPIENTS. ALL POTENTIAL DONORS ARE REQUIRED TO ADHERE TO THE ORGANIZATION'S PUBLISHED POLICIES ON SCHOLARSHIP PROGRAMS, INCLUDING STRICT COMPLIANCE WITH TREASURY DEPARTMENT REGULATIONS GOVERNING COMMUNITY FOUNDATIONS. GIFTS MAY NOT BE DIRECTLY OR INDIRECTLY SUBJECTED BY A DONOR TO ANY MATERIAL RESTRICTION OR CONDITION THAT PREVENTS THE ORGANIZATION FROM FREELY AND EFFECTIVELY EMPLOYING THE TRANSFERRRED ASSETS OR THE INCOME DERIVED THEREFROM IN FURTHERANCE OF ITS EXEMPT PURPOSES. GIFTS FOR SCHOLARSHIP USE MAY NOT BE EARMARKED FOR SPECIFIC STUDENTS OR RESTRICTED TO A SMALL NUMBER OF POTENTIAL RECIPIENTS. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $530,606 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | TRADING PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE AMOUNT IN PART I, COLUMN (B) INDICATES THE NUMBER OF SEPARATE CONTRIBUTORS OF A PARTICULAR TYPE OF NONCASH ITEM IN THE CURRENT YEAR. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE CONSISTS OF THE PRESIDENT, VICE PRESIDENT, IMMEDIATE PAST PRESIDENT, AND OTHERS AS MAY BE DESIGNATED BY THE PRESIDENT AND APPROVED BY THE BOARD. THE DUTIES OF THE EXECUTIVE COMMITTEE ARE TO ADVISE THE PRESIDENT ON ALL CORPORATION BUSINESS, TO ACT ON BEHALF OF THE ORGANIZATION IN ANY SITUATION WHEN THE BOARD OF DIRECTORS CANNOT BE CONVENED, AND TO REVIEW ACTION OF ALL OTHER COMMITTEES. ALL ACTIONS OF THE EXECUTIVE COMMITTEE ARE REPORTED TO THE BOARD AT THE NEXT MEETING. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE RETURN WAS PREPARED BY AN INDEPENDENT ACCOUNTANT WITH ASSISTANCE AND OVERSIGHT BY MANAGEMENT. UPON COMPLETION AND REVIEW, THE RETURN WAS ELECTRONICALLY DELIVERED TO EACH VOTING BOARD MEMBER PRIOR TO SUBMISSION TO THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST STATEMENTS ARE DISTRIBUTED ANNUALLY TO ALL OFFICERS, DIRECTORS, VOLUNTEERS AND COMMITTEE MEMBERS. THESE FORMS ARE REVIEWED BY THE EXECUTIVE DIRECTOR AND MAINTAINED IN THE FOUNDATION OFFICE. THE EXECUTIVE DIRECTOR DISCLOSES TO THE BOARD HER PARTICIPATION IN ALL BOARDS AND COMMITTEES FOR OTHER ORGANIZATIONS AND UPDATES THE BOARD IF THERE ARE ANY CHANGES. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PERSONNEL COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS COMPARATIVE SALARY AND BENEFITS. DATA SOURCES OF INFORMATION INCLUDE COF, THE NC CENTER FOR NONPROFITS, AND LOCAL COMPARATIVE DATA. THE GENERAL BENCHMARK IS FOUNDATIONS WITH COMPARABLE ASSETS LOCATED IN THE SOUTHEAST. THE PROCESS APPLIES TO BOTH THE EXECUTIVE DIRECTOR AND THE FINANCIAL DIRECTOR. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S ADMINISTRATIVE OFFICE. IN ADDITION, THE FINANCIAL STATEMENTS AND THE FORM 990 ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. |
| FORM 990, PART IX, LINE 11G | INVESTMENT CONSULTANT FEE : PROGRAM SERVICE EXPENSES 8,750. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,750. |
| FORM 990, PART IX, LINE 24E | POSTAGE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,073. FUNDRAISING EXPENSES 99. TOTAL EXPENSES 2,172. |
| FORM 990, PART XI, LINE 9: | CHANGE IN CASH SURRENDER VALUE OF L -104. |
| FORM 990, PAGE 12, PART XII, LINE 2C | THE RETURN WAS PREPARED BY AN INDEPENDENT ACCOUNTANT WITH ASSISTANCE AND OVERSIGHT BY MANAGEMENT. UPON COMPLETION AND REVIEW, THE RETURN WAS ELECTRONICALLY DELIVERED TO EACH VOTING BOARD MEMBER PRIOR TO SUBMISSION TO THE IRS. |
Comments