2020-09-10T14:21:10-05:00 2019-12-31 560587953 GILLIAM BELL MOSER LLP PO BOX 621 BURLINGTON NC 272160621 990 2019-01-01 823275373 ALAMANCE COMMUNITY FOUNDATION ALAM 3367906627 POST OFFICE BOX 726 BURLINGTON NC 27216 GAVIN STEVENS EXECUTIVE DIRECTOR 3367906627 2020-09-09 1 J BRADLEY MOSER P00024209 3362276283 2020-09-09 66.77.128.118 2020-09-09 16:16:50 ED P 242FA600EF5D8EA2F58E1E1BA80D890F38E3882E AF6B938D8FE86EB83941AA6C1C436898E9FF9D67 2019 2020-11-19 02:30:22Z GAVIN STEVENS POST OFFICE BOX 726 BURLINGTON NC 27216 1957829 0 X WWW.ALAMANCECOMMUNITYFOUNDATION.ORG X 2017 NC THE ALAMANCE COMMUNITY FOUNDATION IS A CHARITABLE ORGANIZATION DEDICATED TO STRENGTHENING ALAMANCE COUNTY FOR PRESENT AND FUTURE GENERATIONS THROUGH PHILANTHROPY. WORKING TOWARD A VISION OF AN INCLUSIVE, CARING AND VIBRANT COMMUNITY, THE COMMUNITY FOUNDATION FACILITATES GIVING THAT IMPROVES LIVES IN THE COMMUNITY, MAINTAINS PERMANENT ENDOWMENT FUNDS, AND PARTNERS WITH DONORS TO SHAPE EFFECTIVE RESPONSES TO COMMUNITY ISSUES AND OPPORTUNITIES. 15 15 3 18 0 0 16105946 1449149 0 162960 360668 343220 0 2500 16466614 1957829 643787 1100005 0 0 29137 124012 0 0 45431 39429 221920 712353 1445937 15754261 511892 13938115 16500098 4018273 4555185 9919842 11944913 X THE ALAMANCE COMMUNITY FOUNDATION IS A CHARITABLE ORGANIZATION DEDICATED TO STRENGTHENING ALAMANCE COUNTY FOR PRESENT AND FUTURE GENERATIONS THROUGH PHILANTHROPY. WORKING TOWARD A VISION OF AN INCLUSIVE, CARING AND VIBRANT COMMUNITY, THE COMMUNITY FOUNDATION FACILITATES GIVING THAT IMPROVES LIVES IN THE COMMUNITY, MAINTAINS PERMANENT ENDOWMENT FUNDS, AND PARTNERS WITH DONORS TO SHAPE EFFECTIVE RESPONSES TO COMMUNITY ISSUES AND OPPORTUNITIES. 0 0 1054073 937708 DONOR ADVISED: THE COMMUNITY FOUNDATION MANAGES 34 DONOR-ADVISED AND SCHOLARSHIP FUNDS WHICH ENABLE RESIDENTS OF ALAMANCE COUNTY TO ACHIEVE THEIR INDIVIDUAL CHARITABLE GOALS. DURING 2019, 294 GRANTS TOTALING $915,208 WERE DISBURSED IN SUPPORT OF FAITH-BASED, HEALTH AND HUMAN SERVICE, EDUCATIONAL, AND OTHER COMMUNITY SERVICE ORGANIZATIONS. 138436 62367 165460 FIELD OF INTEREST: THE COMMUNITY FOUNDATION MANAGES ENDOWMENT AND UNRESTRICTED GRANT FUNDS WHICH ARE USED TO STRENGTHEN ITS COMMUNITY FOR PRESENT AND FUTURE GENERATIONS. FOCUS AREAS FOR 2019 WERE PROGRAM/PROJECT-BASED FUNDING IN THE AREAS OF EDUCATION, HEALTH AND HUMAN SERVICE, YOUTH PROGRAMMING, AND THE ARTS. 132798 99930 ORGANIZATION FUNDS: AREA RESIDENTS HAVE CREATED FUNDS TO SUPPORT SPECIFIC NONPROFIT ORGANIZATIONS. DURING 2019, 11 SPECIAL INTEREST ENDOWMENT FUNDS GRANTED $99,930 TO THEIR BENEFICIARY ORGANZIATIONS. IN ADDITION, THE COMMUNITY FOUNDATION MANAGES THE ENDOWMENT FUNDS OF LOCAL NONPROFIT ORGANIZATIONS, A TOTAL OF 26 FUNDS IN 2019. ACCORDINGLY, THE FOUNDATION RECOGNIZES A LIABILITY TO THE NONPROFIT AND ADJUSTS THIS LIABILITY FOR RELATED CONTRIBUTIONS, EARNINGS, GRANTS AND EXPENSES. IN 2019, $233,675 WAS RETURNED TO THESE ORGANIZATIONS. 1325307 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 3 1 0 0 0 0 0 0 0 0 0 0 X 15 15 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X GAVIN STEVENS EXECUTIVE DIRECTOR 3367906627 133 EAST DAVIS STREET BURLINGTON NC 27215 JERRY BAILEY CHAIR 1.00 X X 0 0 0 FAIRFAX REYNOLDS IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 CINDY CHANDLER TREASURER 1.00 X X 0 0 0 JIM POWELL SECRETARY 1.00 X X 0 0 0 JOHN MAYNARD DIRECTOR 1.00 X 0 0 0 THOMAS E POWELL III DIRECTOR 1.00 X 0 0 0 LUMMY BARNES DIRECTOR 1.00 X 0 0 0 ANNE POWELL DIRECTOR 1.00 X 0 0 0 DAVID SELLERS DIRECTOR 1.00 X 0 0 0 CHARLES HARRIS DIRECTOR 1.00 X 0 0 0 KATHLEEN TREADWELL DIRECTOR 1.00 X 0 0 0 BOB CHANDLER DIRECTOR 1.00 X 0 0 0 AMI HILL DIRECTOR 1.00 X 0 0 0 JERRY TOLLEY DIRECTOR 1.00 X 0 0 0 STEVE BUCKLEY DIRECTOR 1.00 X 0 0 0 GAVIN STEVENS EXECUTIVE DIRECTOR 40.00 X 84354 0 8037 84354 0 8037 0 0 0 0 0 1449149 552196 1449149 ADMINISTRATIVE FEE REV 561000 161870 161870 EVENT INCOME 900099 1090 1090 162960 343220 343220 MISCELLANEOUS INCOME 900099 2500 2500 2500 1957829 165460 0 343220 1077505 1077505 22500 22500 92390 26061 40268 26061 23043 6388 10268 6387 8579 2378 3823 2378 530 530 47401 47401 132063 130152 1167 744 2479 2479 1726 1726 16189 5396 5396 5397 1714 1714 1579 527 526 526 350 350 1326 1326 4421 4421 DEVELOPMENT 4409 1483 1467 1459 PROGRAM EXPENSE 3211 3211 DUES & SUBSCRIPTIONS 2199 2199 SPECIAL EVENTS 1098 1098 1225 1207 18 1445937 1325307 75199 45431 612866 172080 222799 461111 99 6782 16694 1288 1288 1326 0 13094342 15850114 13938115 16500098 799 4017474 4555185 4018273 4555185 X 6241102 7746018 3678740 4198895 9919842 11944913 13938115 16500098 511892 1513179 0 X 0 1 X 1 0 X 25000 16105946 1449149 17580095 25000 16105946 1449149 17580095 365666 17214429 360668 343220 703888 165460 165460 18449443 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: ADMINISTRATIVE FEE REVENUE - 2019 AMOUNT: $ 161,870. EVENT INCOME - 2019 AMOUNT: $ 1,090. MISCELLANEOUS INCOME - 2019 AMOUNT: $ 2,500. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 35 899061 915208 7445015 1 1 7321462 82677 1402368 369419 100087 8337001 0 8453832 -842539 264894 24937 7321462 0 0 0 0.00000 0.87860 0.12140 0 0 1288 1288 0 0 FUNDS HELD AS ORGANIZATIONAL FUNDS 4555185 4555185 3295416 1513179 1469 1514648 1780768 177061 177061 1957829 1270345 1469 1469 1268876 177061 177061 1445937 PART V, LINE 4 ENDOWMENT FUNDS HELD BY THE COMMUNITY FOUNDATION EXIST TO SUPPORT THE NONPROFIT ORGANIZATIONS IN WHOSE NAME THEY WERE ESTABLISHED. ANNUAL PAYOUTS ARE MADE AVAILABLE TO THE BENEFICIARY NONPROFITS AT A RATE DETERMINED ANNUALLY BY THE COMMUNITY FOUNDATION'S INVESTMENT COMMITTEE. THESE FUNDS ARE INTENDED TO SUPPORT THE MISSIONS AND WORK OF THE NONPROFITS WHO ESTABLISHED THE ENDOWED FUNDS OR WHO WERE NAMED AS BENEFICIARIES BY THE ESTABLISHING DONORS. 1 ALAMANCE ARTS 213 S MAIN STREET GRAHAM NC 27253 560751151 501(C)(3) 10450 PROGRAM ASSISTANCE ALAMANCE COMMUNITY COLLEGE FOUNDATION 1247 JIMMIE KERR RD GRAHAM NC 27253 581511004 501(C)(3) 54842 PROGRAM ASSISTANCE ALAMANCE COUNTY YOUNG LIFE 1346 S MAIN ST BURLINGTON NC 27215 840385934 501(C)(3) 30100 PROGRAM ASSISTANCE ALAMANCE-BURLINGTON SCHOOL SYSTEN 1712 VAUGHN RD BURLINGTON NC 27217 561957903 GOVERNMENT 16297 PROGRAM ASSISTANCE ALLIED CHURCHES OF ALAMANCE COUNTY 206 N FISHER ST BURLINGTON NC 27217 561553388 501(C)(3) 10850 PROGRAM ASSISTANCE AMERICAN BAPTISTS FOR WORLD EVANGELISM PO BOX 8585 HARRISBURG PA 171058585 232913381 501(C)(3) 5000 PROGRAM ASSISTANCE BURLINGTON DOWNTOWN CORPORATION 422 S SPRING ST 203 BURLINGTON NC 27215 561627620 501(C)(3) 10200 PROGRAM ASSISTANCE CITY OF BURLINGTON 425 S LEXINGTON AVE BURLINGTON NC 27216 GOVERNMENT 20791 PROGRAM ASSISTANCE CITY OF GRAHAM 201 S MAIN ST GRAHAM NC 27253 GOVERNMENT 10000 PROGRAM ASSISTANCE CHILDREN'S MUSEUM OF ALAMANCE COUNTY INC 217 S MAIN ST GRAHAM NC 27253 421740709 501(C)(3) 6219 PROGRAM ASSISTANCE DUKE CANCER INSTITUTE 2 SEELEY MUDD DURHAM NC 27710 560532129 501(C)(3) 10500 PROGRAM ASSISTANCE ELON UNIVERSITY 50 CAMPUS DRIVE ELON NC 27244 560532303 501(C)(3) 284780 PROGRAM ASSISTANCE FEED THE HUNGER 323 W HARDEN ST GRAHAM NC 27253 560953324 501(C)(3) 11750 PROGRAM ASSISTANCE FIRST PRESBYTERIAN CHURCH OF BURLINGTON 508 W DAVIS ST BURLINGTON NC 27215 501(C)(3) 30731 PROGRAM ASSISTANCE FRONT STRET UNITED METHODIST CHURCH 136 S FISHER ST BURLINGTON NC 27215 501(C)(3) 35310 PROGRAM ASSISTANCE HEALTHY ALAMANCE 319 N GRAHAM HOPEDALE RD B BURLINGTON NC 27217 232311189 501(C)(3) 10250 PROGRAM ASSISTANCE MACEDONIA LUTHERAN CHURCH 421 W FRONT ST BURLINGTON NC 27217 501(C)(3) 5000 PROGRAM ASSISTANCE NEW LEAF SOCIETY PO BOX 4083 BURLINGTON NC 272150901 261560297 501(C)(3) 32300 PROGRAM ASSISTANCE RESIDENTIAL TREATMENT SERVICES OF ALAMANCE INC 136 HALL AVE BURLINGTON NC 27217 560988222 501(C)(3) 33212 PROGRAM ASSISTANCE SOUTHERN ALAMANCE FAMILY EMPOWERMENT 5950 NC-87 S GRAHAM NC 27253 462764405 501(C)(3) 5000 PROGRAM ASSISTANCE ST MARK'S CHURCH 1230 ST MARKS CHURCH RD BURLINGTON NC 27215 566054730 501(C)(3) 49100 PROGRAM ASSISTANCE ST PAUL'S UNITED METHODIST CHURCH 609 TRAIL 2 BURLINGTON NC 27215 561058882 501(C)(3) 16200 PROGRAM ASSISTANCE SUSTAINABLE ALAMANCE 715 N CHURCH ST BURLINGTON NC 27217 263294877 501(C)(3) 5200 PROGRAM ASSISTANCE THE EPISOCOPAL CHURCH OF THE HOLY COMFORTER 320 E DAVIS ST BURLINGTON NC 27215 501(C)(3) 23811 PROGRAM ASSISTANCE UNC HEALTH FOUNDATION 123 W FRANKLIN ST SUITE 510 CHAPEL HILL NC 27516 566057494 501(C)(3) 100100 PROGRAM ASSISTANCE UNC-GREENSBORO 1400 SPRING GARDEN ST GREENSBORO NC 27412 566001468 501(C)(3) 5000 PROGRAM ASSISTANCE UNITED WAY OF ALAMANCE COUNTY NORTH CAROLINA INC 220 E FRONT ST BURLINGTON NC 27215 560599239 501(C)(3) 21500 PROGRAM ASSISTANCE WOMEN'S RESOURCE CENTER OF ALAMANCE COUNTY 411 WEST 5TH ST BURLINGTON NC 27215 581917630 501(C)(3) 6200 PROGRAM SUPPORT ALAMANCE ELDER CARE PO BOX 202 BURLINGTON NC 27215 561836540 501(C)(3) 5800 PROGRAM SUPPORT POSITIVE ATTITUDE YOUTH CENTER 229 N GRAHAM HOPEDALE RD BURLINGTON NC 27217 561913994 501(C)(3) 5600 PROGRAM SUPPORT 30 SCHOLARSHIPS 15 22500 PART I, LINE 2: THE FOUNDATION ISSUES A GRANT AGREEMENT THAT STATES THE STIPULATIONS FOR USE OF FUNDS, WHEN THE REPORT ON USE OF FUNDS IS DUE, AND HOW TO REQUEST ANY REVISIONS IN THE TERMS OF THE GRANT SHOULD THE NEED ARISE. A RECIPIENT COMPLETES AND SIGNS THE GRANT AGREEMENT AND THE DOCUMENT IS RETURNED TO THE FOUNDATION BEFORE FUNDS ARE DISBURSED. WHEN THE CHECK IS SENT, A GRANT REPORT FORM, WHICH REQUESTS INFORMATION ON DETAILED EXPENDITURES, PROGRAMMATIC BENEFITS, AND COMMUNITY IMPACT, IS INCLUDED. REPORT FORMS ARE SENT TO THE FOUNDATION BY THE DUE DATE AND ARE REVIEWED BY STAFF TO ASSESS COMPLIANCE WITH THE TERMS OF GRANTS. AS APPROPRIATE, STAFF CLOSES THE GRANT OR REQUESTS REIMBURSEMENT OF FUNDS (IN THE CASE OF INELIGIBLE USES) AND PROVIDES SUMMARY INFORMATION TO THE GRANTS COMMITTEE. FOR DONOR-ADVISED GRANTS, THE FOUNDATION ISSUES A LETTER TO THE GRANT RECEIPENT ORGANIZATION THAT CONTAINS STIPULATIONS FOR USE OF THE FUNDS. THIS LETTER ACCOMPANIES THE CHECK. X 428 552196 PROFESSIONAL APPRAISAL 2 0 1 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS IS EQUAL TO TOTAL SHARES OF LLC INTEREST DONATED. FORM 990, PART VI, SECTION A, LINE 2 JIM AND THOMAS E. POWELL ARE BROTHERS. JIM AND ANNE POWELL ARE MARRIED. THOMAS E. POWELL IS THE FATHER OF LUMMY BARNES. LUMMY BARNES IS THE NIECE OF JIM AND ANNE POWELL. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S AUDIT COMMITTEE WILL REVIEW A DRAFT OF FORM 990 AND WILL REPORT ANY CONCERNS TO THE ORGANIZATION'S BOARD OF DIRECTORS. ALL BOARD MEMBERS WILL BE PROVIDED WITH A DRAFT OF FORM 990 BEFORE FILING. TO MAINTAIN DONOR PRIVACY. SCHEDULE B OF CONTRIBUTORS IS ONLY AVAILABLE FOR REVIEW IN FOUNDATION OFFICES. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, FOUNDATION STAFF AND BOARD MEMBERS ACKNOWLEDGE, IN WRITING, THEIR ADHERANCE TO THE CONFLICT OF INTEREST POLICY. EACH INDIVIDUAL LISTS SIGNIFICANT CIVIC, FINANCIAL AND BUSINESS RELATIONSHIPS FOR THEMSELVES AND THEIR SPOUSES. THIS LIST IS SUMMARIZED AND USED BY COMMITTEES TO IDENTIFY POTENTIAL CONFLICTS OF INTEREST AS DISCUSSIONS WARRANT. ANY DUALITY OR POSSIBLE CONFLICT OF INTEREST ON THE PART OF ANY MEMBER OF THE BOARD OF DIRECTORS OR THE STAFF SHALL BE DISCLOSED TO THE OTHER MEMBERS OF THE BOARD AND MADE A MATTER OF RECORD AS SOON AS THE ISSUES IN QUESTION ARE RAISED AND A POSSIBLE CONFLICT IS KNOWN. THAT PERSON SHALL NOT VOTE ON SUCH MATTER AND SHALL NOT ATTEMPT TO EXERT PERSONAL INFLUENCE IN CONNECTION THEREWITH. FORM 990, PART VI, SECTION B, LINE 15A THE PROCESS FOR REVIEWING SALARIES IS DONE ANNUALLY BY THE BOARD OF DIRECTORS. THE EXECUTIVE DIRECTOR'S COMPENSATION IS BASED ON THE DATA PROVIDED BY THE COUNCIL ON FOUNDATIONS. THE EXECUTIVE DIRECTOR'S COMPENSATION PACKAGE IS DISCUSSED SEPARATELY IN AN EXECUTIVE SESSION OF THE BOARD ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE FILED IN THE COMMUNITY FOUNDATION'S OFFICES AND ARE AVAILABLE UPON REQUEST.