2020-11-11T15:08:12-06:00 2020-06-30 560574444 CHERRY BEKAERT LLP 332 BURTONWOOD DRIVE GASTONIA NC 28054 990PF 2019-07-01 201808211 CARRIE E & LENA V GLENN FOUNDATION CARR 7048670296 1552 UNION ROAD SUITE D GASTONIA NC 28054 GREGORY S SELLERS TREASURER 7048670296 2020-11-05 1 AMANDA ADAMS P00748038 7048652396 24.30.12.216 2020-11-05 20:10:39 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 18694F53AD11E15FFCEA276DE93F63B2E746D691 2019 2021-04-22 16:20:28Z X 6866946 X X 133 133 198439 198439 17333 1854357 17333 169 169 216074 216074 36821 3682 33139 2817 282 2535 8425 0 8425 26529 26217 312 3718 0 0 1548 0 10808 0 10808 24984 0 24984 115650 30181 80203 231000 301000 346650 30181 381203 -130576 185893 292681 358360 358360 4418 700 700 6796064 6505048 6505048 15387 12549 4386 2838 2838 7097549 6866946 6866946 300000 230000 20330 13735 320330 243735 X 6777219 6623211 6777219 6623211 7097549 6866946 6777219 -130576 5000 6651643 28432 6623211 PUBLICLY-TRADED SECURITIES 1854357 1837024 17333 17333 17333 0 355775 6744474 0.052751 347444 6992188 0.049690 371109 6624492 0.056021 350023 6550412 0.053435 325543 7067444 0.046062 0.257959 0.051592 6696611 345492 1859 347351 381203 X 1859 0 1859 0 1859 4418 0 0 4418 0 2559 2559 0 0 0 0 0 0 0 0 0 0 0 1 1 NC 1 0 0 0 0 1 WWW.THEGLENNFOUNDATION.ORG LAURA LINEBERGER 7048670296 1552 UNION ROAD SUITE D GASTONIA NC 28054 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CHARLES W PEARSON JR 1552 UNION ROAD SUITE D GASTONIA NC 28054 CHAIRPERSON 2.00 0 0 0 JENNIFER P DAVIS 1552 UNION ROAD SUITE D GASTONIA NC 28054 VICE CHAIRPERSON 2.00 0 0 0 GREGORY S SELLERS 1552 UNION ROAD SUITE D GASTONIA NC 28054 TREASURER 2.00 0 0 0 TYLER S BULLOCK 1552 UNION ROAD SUITE D GASTONIA NC 28054 SECRETARY 2.00 0 0 0 RICHARD C BLACKBURN 1552 UNION ROAD SUITE D GASTONIA NC 28054 DIRECTOR 2.00 0 0 0 ANN R DAVIS 1552 UNION ROAD SUITE D GASTONIA NC 28054 DIRECTOR 2.00 0 0 0 DAVID H CHRISTY 1552 UNION ROAD SUITE D GASTONIA NC 28054 DIRECTOR 2.00 0 0 0 DAVID R ROGERS 1552 UNION ROAD SUITE D GASTONIA NC 28054 DIRECTOR 2.00 0 0 0 LAUREN S VANACORE 1552 UNION ROAD SUITE D GASTONIA NC 28054 DIRECTOR 2.00 0 0 0 LAURA G LINEBERGER 1552 UNION ROAD SUITE D GASTONIA NC 28054 EXECUTIVE DIRECTOR 20.00 36821 0 0 NONE 0 NONE 0 A HISTORY OF THE GLENN FAMILY OF GASTON COUNTY, NORTH CAROLINA AND THE CARRIE E. AND LENA V. GLENN FOUNDATION HAS BEEN WRITTEN AS A GIFT TO THE GREATER GASTON COMMUNITY. THIS HISTORY HAS BEEN REVIEWED BY A COPYEDITOR AND IS BEING PREPARED FOR PUBLICATION. ONCE PUBLISHED, THE BOOKS WILL BE GIFTED TO INDIVIDUALS AND ORGANIZATIONS. 11747 0 6704616 93974 0 6798590 0 0 6798590 101979 6696611 334831 334831 1859 1859 332972 0 332972 0 332972 381203 0 381203 1859 379344 332972 194885 0 0 381203 194885 0 0 186318 0 0 0 0 0 0 0 0 146654 0 0 0 LAURA LINEBERGER 1552 UNION ROAD SUITE D GASTONIA NC 28054 7048670296 THE FOUNDATION HAS A ELECTRONIC APPLICATION FORM. SUPPORTING INFORMATION REQUIRED INCLUDES THE PROGRAM BUDGET, AGENCY'S CURRENT FINANCIAL STATEMENTS, LIST OF BOARD OF DIRECTORS, AND DOCUMENTATION OF IRS 501(C)(3) TAX EXEMPT STATUS. NONE ONLY GASTON COUNTY AGENCIES, OR OUT-OF-COUNTY AGENCIES WHOSE PROJECTS HAVE AN IMPACT ON GASTON COUNTY CITIZENS, ARE ELIGIBLE TO APPLY. THE FOUNDATION DOES NOT AWARD PLANNING GRANTS, GRANTS TO INDIVIDUALS, SCHOLARSHIPS, AND DOES NOT ORDINARILY CONSIDER CAPITAL CAMPAIGNS, UMBRELLA CAMPAIGNS, BRICKS AND MORTAR PROJECTS, AND MULTI-YEAR GRANTS. CANCER SERVICES OF GASTON COUNTY 306 S COLUMBIA ST GASTONIA NC 28054 N/A PC CANCER PATIENT ASSISTANCE 20000 CAROLINA CROSS CONNECTION PO BOX 731 GASTONIA NC 28053 N/A PC HOME REPAIR PROGRAM 8000 CATAWBA RIVERKEEPER FOUNDATION 715 N CHURCH ST SUITE 120 CHARLOTTE NC 28202 N/A PC WATER PROTECTION PROGRAM 5000 CATHERINES HOUSE PO BOX 1633 BELMONT NC 28012 N/A PC TRANSITIONAL HOUSING PROGRAM 10000 CHILDRENS HOME SOCIETY OF NORTH CAROLINA PO BOX 14608 GREENSBORO NC 27415 N/A PC CHILD-FOCUSED RECRUITMENT 20000 CITY OF BELMONT PO BOX 41 BELMONT NC 28012 N/A GOV TECHWORKS OF GASTON COUNTY 20000 CLASSROOM CENTRAL 2116 WILKINSON BLVD CHARLOTTE NC 28208 N/A PC STEM SUPPLIES FOR STUDENTS IN NEED 10000 CRISIS ASSISTANCE MINISTRY OF CHRISTIANS AND JEWS 805 W AIRLINE AVE GASTONIA NC 28052 N/A PC EMERGENCY FOOD PANTRY 10000 DREAM CENTER OF GASTON COUNTY 635 S MYRTLE SCHOOL RD GASTONIA NC 28052 N/A PC HIGH SCHOOL PROGRAM 25000 FAMILY PROMISE OF GASTON COUNTY PO BOX 67 GASTONIA NC 28053 N/A PC INTENSE CASE MANAGEMENT 15000 GASTON COUNTY DEPARTMENT OF HEALTH & HUMAN SERVICES SOCIAL SERVICES DIVISIO 330 DR MARTIN LUTHER KING JR WAY GASTONIA NC 28052 N/A GOV CHILD/FAMILY SERVICES RESOURCE CLOSET 12500 GASTON COUNTY FAMILY YMCA CAPITAL CAMPAIGN 2221 ROBINWOOD ROAD GASTONIA NC 28056 N/A PC NEW YMCA AT ROBINWOOD LAKE CAPITAL CAMPAIGN 25000 GASTON LITERACY COUNCIL 116 DR MARTIN LUTHER KING JR WAY GASTONIA NC 28052 N/A PC STUDENT INSTRUCTIONAL MATERIALS 15000 GASTON SCHOOL OF THE ARTS 825 UNION RD GASTONIA NC 28054 N/A PC CIVIC ENGAGEMENT LEADERSHIP 10850 GASTON TOGETHER COMMUNITIES OF EXCELLENCE CIVIC LEADERSHIP PO BOX 817 GASTONIA NC 28053 N/A PC CIVIC ENGAGEMENT LEADERSHIP 12000 HEART SOCIETY OF GASTON COUNTY 1201 E GARRISON BLVD GASTONIA NC 28054 N/A PC MEDICATION ASSISTANCE 7500 KEEP GASTONIA BEAUTIFUL PO BOX 1748 GASTONIA NC 28053 N/A PC BEE THE CHANGE PROGRAM 5000 LEAST OF THESE CAROLINAS 418 S SOUTH STREET GASTONIA NC 28052 N/A PC BEDS OF HOPE 14000 MEDASSIST OF MECKLENBURG COUNTY 4428 TAGGARD CREEK RD SUITE 101 CHARLOTTE NC 28208 N/A PC FREE PHARMACY SERVICES 5000 NORTH CAROLINA WILDLIFE FEDERATION 1346 ST JULIEN ST CHARLOTTE NC 28205 N/A PC GREAT OUTDOORS UNIVERSITY 7500 NOW OUTREACH CROWDERS RIDGE CAMP PO BOX 1 LOWELL NC 28098 N/A PC WINDOW RENOVATION FOR GLENN SISTERS BUNKHOUSE 2300 ROTARY FOUNDATION OF GASTON COUNTY PO BOX 33 GASTONIA NC 28053 N/A PC PUBLIC RESTROOMS AT ROTARY PAVILION 10000 SPECIAL OLYMPICS NORTH CAROLINA 2200 GATEWAY CENTRE BLVD STE 201 MORRISVILLE NC 27560 N/A PC SPECIAL OLYMPICS GASTON COUNTY 5000 THE SALVATION ARMY 107 S BROAD ST GASTONIA NC 28052 N/A PC CENTER OF HOPE FEEDING PROGRAM 16850 UNITED METHODIST FOUNDATION 13816 PROFESSIONAL CENTER DRIVE HUNTERSVILLE NC 28078 N/A PC DISCRETIONARY GRANT MEMORIAL FOR FRED DAVIS 1000 WEBB STREET SCHOOL 1623 N WEBB ST GASTONIA NC 28052 N/A PC AQUAPONICS GARDENING 8500 301000 AFRICAN AMERICAN MUSEUM OF HISTORY AND CULTURE 300 S FIRESTONE ST GASTONIA NC 28052 N/A PC PROJECT I.N.V.E.S.T. 11049 BACKPACK WEEKEND FOOD PROGRAM PO BOX 551030 GASTONIA NC 28053 N/A PC WAREHOUSE SUPPORT 10000 BELMONT COMMUNITY ORGANIZATION 91 E CATAWBA ST BELMONT NC 28202 N/A PC BACK-TO-SCHOOL PROGRAM 3000 CANCER SERVICES OF GASTON COUNTY 306 S COLUMBIA ST GASTONIA NC 28054 N/A PC CANCER PATIENT ASSISTANCE 10000 CATAWBA RIVERKEEPER FOUNDATION 715 N CHURCH ST SUITE 120 CHARLOTTE NC 28202 N/A PC WATER PROTECTION PROGRAM 5000 CATHERINES HOUSE PO BOX 1633 BELMONT NC 28012 N/A PC TRANSITIONAL HOUSING PROGRAM 10000 CHERRYVILLE AREA MINISTRIES 212 N MOUNTAIN ST CHERRYVILLE NC 28021 N/A PC CEILING REPLACEMENT 15000 CHRIST COMMUNITY OUTREACH FOOD MINISTRY PO BOX 1572 GASTONIA NC 28052 N/A PC OUTREACH FOOD MINISTRY 2500 DREAM CENTER OF GASTON COUNTY 635 S MYRTLE SCHOOL RD GASTONIA NC 28052 N/A PC HIGH SCHOOL PROGRAM 12500 FAMILY PROMISE OF GASTON COUNTY PO BOX 67 GASTONIA NC 28053 N/A PC INTENSE CASE MANAGEMENT 10000 GASTON COUNTY DEPARTMENT OF HEALTH & HUMAN SERVICES SOCIAL SERVICES DIVISIO 330 DR MARTIN LUTHER KING JR WAY GASTONIA NC 28052 N/A PC CHILD/FAMILY SERVICES RESOURCE CLOSET 9765 GASTON COUNTY FAMILY YMCA CAPITAL CAMPAIGN 2221 ROBINWOOD ROAD GASTONIA NC 28056 N/A PC NEW YMCA AT ROBINWOOD LAKE CAPITAL CAMPAIGN 25000 GASTON FAMILY HEALTH SERVICES 200 E SECOND AVE GASTONIA NC 28054 N/A PC HIGHLAND YOUTH GARDEN 3500 GASTON HOPE IN CHRIST MINISTRIES PO BOX 550030 GASTONIA NC 28055 N/A PC COMMUNITY SUPPORT AND OUTREACH 15000 GASTON INNOVATION GROUP 52A ERVIN ST BELMONT NC 28012 N/A PC TECHWORKS TECHNOLOGY ACADEMY 10000 GASTON LITERACY COUNCIL 116 DR MARTIN LUTHER KING JR WAY GASTONIA NC 28052 N/A PC STUDENT INSTRUCTIONAL MATERIALS 5186 GASTON TOGETHER COMMUNITIES OF EXCELLENCE CIVIC LEADERSHIP PO BOX 817 GASTONIA NC 28053 N/A PC CIVIC ENGAGEMENT LEADERSHIP 12000 HABITAT FOR HUMANITY OF GASTON COUNTY 1840 E FRANKLIN BLVD GASTONIA NC 28054 N/A PC HOME REPAIR HOUSING SOLUTIONS 10000 HEART SOCIETY OF GASTON COUNTY 1201 E GARRISON BLVD GASTONIA NC 28054 N/A PC MEDICATION ASSISTANCE 8000 HOLY ANGELS 6600 WILKINSON BLVD BELMONT NC 28012 N/A PC ANGELIC GUARDIANS 2500 LEAST OF THESE CAROLINAS 418 S SOUTH STREET GASTONIA NC 28052 N/A PC BEDS OF HOPE 14000 MEDASSIST OF MECKLENBURG COUNTY 4428 TAGGARD CREEK RD SUITE 101 CHARLOTTE NC 28208 N/A PC FREE PHARMACY SERVICES 5000 NOW OUTREACH CROWDERS RIDGE CAMP PO BOX 1 LOWELL NC 28098 N/A PC WINDOW RENOVATION FOR GLENN SISTERS BUNKHOUSE 6000 OFF THE STREETS PROGRAM PO BOX 550547 GASTONIA NC 28055 N/A PC TRANSITIONAL LIVING HOUSE 10000 SHINING HOPE FARMS 328 WHIPPOORWILL LANE MT HOLLY NC 28120 N/A PC EQUINE ASSISTED THERAPIES 5000 230000 14 133 14 198439 18 17333 SECURITIES LITIGATION SETTLEMENT 01 169 0 216074 0 216074 0 0 0 0 0 0 0 0 0 0 ANNUAL REVIEW AND TAX RETURN 8425 0 8425 AQR FDS DIVERSIFIED ARBITRAGE FD CLASS I FMV 191814 191814 BLACKROCK FUNDS II STRATEGIC INCOME FMV 281497 281497 DELAWARE SMALL CAP VALUE INSTL FMV 169774 169774 DODGE & COX INCOME FMV 623895 623895 EATON VANCE GLBL MACRO ABS RET ADVTG I FMV 187670 187670 FIDELITY FUNDS PRIME RESERVES PORTFOLIO FMV 65175 65175 GATEWAY Y FMV 249625 249625 WESTERN ASSET FDS INC CORE BD FUND INSTL CL FMV 622761 622761 METROPOLITAN WEST TOTAL RETURN BD I FMV 619440 619440 OPPENHEIMER DEVELOPING MARKETS Y FMV 301562 301562 OPPENHEIMER INTERNATIONAL BOND FMV 296902 296902 T. ROWE PRICE QM US SMALL-CAP GR EQ FMV 229894 229894 T. ROWE PRICE BLUE CHIP GROWTH FMV 757256 757256 VANGUARD DEVELOPED MARKETS INDEX FUND ADMIRAL SHARES FMV 633259 633259 VANGUARD 500 INDEX ADMIRAL FMV 677041 677041 VANGUARD VALUE INDEX ADM FMV 597483 597483 OFFICE FURNITURE AND EQUIPMENT 15387 12549 2838 2838 UNREALIZED LOSS ON INVESTMENTS 28432 OFFICE EXPENSE 3850 0 3850 DUES 5280 0 5280 INSURANCE 2503 0 2503 MARKETING 1604 0 1604 COPYEDITING EXPENSE 11747 0 11747 SECURITIES LITIGATION SETTLEMENT 169 169 169 DEFERRED EXCISE TAX 5000 DEFERRED EXCISE TAX LIABILITY 16000 11000 LEASE PAYABLE 4330 2735 INVESTMENT FEES 26217 26217 0 CONTRACT SERVICES 312 0 312 FEDERAL EXCISE TAX 3718 0 0