2018-05-31T07:39:15-05:00 2017-12-31 561706742 DAVIDSON HOLLAND WHITESELL & CO PLLC 209 13TH AVE PLACE NW SUITE 200 HICKORY NC 28601 990 2017-01-01 562170220 COMMUNITY FOUNDATION OF BURKE COUNTY COMM 8284377105 PO BOX 1156 MORGANTON NC 28680 PHILLIP E CHURCH TREASURER 8284377105 2018-05-24 1 VIRGINIA LOWDER P01609579 8283222070 192.80.76.153 2018-05-24 14:06:05 ED P 4555731A2FEFD7643B4470ED814FAA20D5E162CA D2DA3174E48D7BC19323995480D862EBA3CCBA99 2017 2018-06-14 16:35:46Z PHILLIP E CHURCH PO BOX 1156 MORGANTON NC 28680 4304220 0 X WWW.CFBURKECOUNTY.ORG X 1998 NC 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. 15 15 2 160 0 0 761825 2757993 0 0 534708 649929 2421 1650 1298954 3409572 773041 975353 0 0 168045 166777 0 0 0 129668 136467 1070754 1278597 228200 2130975 17218455 21583946 43554 75335 17174901 21508611 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. 0 0 1186033 975353 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. 1186033 1 1 0 0 0 1 0 0 0 1 1 0 0 0 0 1 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 4 0 2 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NC X X X THERESA M WATTERS 8284377105 PO BOX 1156 MORGANTON NC 28680 ELIZABETH W ANDREWS DIRECTOR 1.00 X 0 0 0 J ROUNTREE COLLETT JR DIRECTOR 1.00 X 0 0 0 CHRIS T BRITTAIN DIRECTOR 1.00 X 0 0 0 KELLE B HUFFMAN DIRECTOR 1.00 X 0 0 0 M ALAN LECROY DIRECTOR 1.00 X 0 0 0 JOHN M HEILMAN DIRECTOR 1.00 X 0 0 0 NAOMI W HUNT DIRECTOR 1.00 X 0 0 0 DIANA SPANGLER-CRAWFORD DIRECTOR 1.00 X 0 0 0 J MARK ROSTAN DIRECTOR 1.00 X 0 0 0 DAVID R WIESE DIRECTOR 1.00 X 0 0 0 V OTIS WILSON JR DIRECTOR 1.00 X 0 0 0 MARTHA MCMURRAY-RUSS SECRETARY 1.00 X X 0 0 0 PHILLIP E CHURCH TREASURER 1.00 X X 0 0 0 BENJAMIN S SUCCOP VICE PRESIDENT 1.00 X X 0 0 0 JOHN F BLACK JR PRESIDENT 1.00 X X 0 0 0 THERESA WATTERS FINANCE DIRECTOR 40.00 X 60000 0 1800 NANCY W TAYLOR EXECUTIVE DIRECTOR 40.00 X 83824 0 2515 143824 0 4315 0 0 0 0 0 2757993 2076740 2757993 501689 501689 1042888 894648 148240 148240 148240 MISCELLANEOUS 900099 1650 1650 1650 3409572 0 0 651579 X 921704 921704 53649 53649 143824 100677 43147 12099 8469 3630 10854 7598 3256 15500 15500 72585 72585 4344 4344 15504 15504 767 767 2244 2244 OTHER 9294 9294 DUES AND SUBSCRIPTIONS 7039 7039 PRINTING AND PUBLICATIO 4167 2917 1250 TELEPHONE 3090 2163 927 1933 1933 1278597 1186033 92564 0 16504 46045 726268 658071 1690 1460 2135 2476 6968 5154 47244 21744 25500 25500 16416189 20783207 23201 62033 17218455 21583946 9054 12585 34500 62750 43554 75335 X 879036 794578 16175865 20584033 120000 130000 17174901 21508611 17218455 21583946 X 2130975 2202320 415 X X 0 1 X 1 0 X 1922235 1161119 1114956 761825 2757993 7718128 1922235 1161119 1114956 761825 2757993 7718128 7718128 328991 467267 433955 392617 501689 2124519 3283 69 235 100 3687 9846334 0.78390 0.74500 X 16 100 270781 2468822 336312 485734 237514 20940138 1 1 16491105 2468822 2465945 485734 20940138 15456320 350479 1137942 453636 16491105 15549179 923208 -573425 442642 15456320 14671964 939077 428777 490639 15549179 12007096 1480165 1661723 477020 14671964 0.01190 0.00620 0.98190 0 0 25500 25500 21744 21744 0 25500 X 5627576 2202320 15269 415 2218004 3409572 0 3409572 1293866 15269 15269 1278597 0 1278597 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 415. 1 AMERICAN RED CROSS 305-A WEST UNION STREET MORGANTON NC 28655 566000045 3 5255 HUMAN SERVICES BAPTIST STATE CONVENTION OF NC - OAK RIDGE BAPTIST CHURCH 7449 OAK RIDGE CHURCH ROAD CONNELLY SPRINGS NC 28612 202007347 3 5963 RELIGION BLUERIDGE COMMUNITY ACTION INC 800 NORTH GREEN STREET MORGANTON NC 28655 560855390 3 16755 HUMAN SERVICES BURKE CHARITABLE PROPERTIES INC 305-C WEST UNION STREET MORGANTON NC 28655 562121201 3 35675 HUMAN SERVICES BURKE COUNCIL ON ALCOHOLISMCHEM DEP 203 WHITE STREET MORGANTON NC 28655 560862624 3 20067 HEALTH BURKE COUNTY PUBLIC LIBRARY SYSTEM 203 SOUTH KING STREET MORGANTON NC 28655 3 6353 EDUCATION BURKE HOSPICE AND PALLIATIVE CARE INC 1721 ENON ROAD VALDESE NC 28690 561316395 3 47874 HEALTH BURKE UNITED CHRISTIAN MINISTRIES 305-B WEST UNION STREET MORGANTON NC 28655 591771449 3 46399 HUMAN SERVICES CALDWELL ARTS COUNCIL INC PO BOX 1613 LENOIR NC 28645 561192344 3 6800 ARTS & HUMANITIES CALDWELL COUNTY UNITED FUND PO BOX 1316 LENOIR NC 28645 566067038 3 6000 HUMAN SERVICES CATAWBA SCIENCE CENTER PO BOX 2431 HICKORY NC 28603 561073440 3 5000 EDUCATION CENTER FOR RURAL HEALTH INNOVATION 120 OAK AVENUE SPRUCE PINE NC 28777 273177378 3 13600 HEALTH CITY OF MORGANTON 305 E UNION STREET MORGANTON NC 28655 566000234 3 50000 HUMAN SERVICES DENTON'S CHAPEL UNITED METHODIST CHURCH 5358 DENTONS CHAPEL ROAD MORGANTON NC 28655 561452564 3 10505 RELIGION EXPLORING JOARA FOUNDATION INC PO BOX 296 MORGANTON NC 28680 261074825 3 12530 ARTS & HUMANITIES FIRST BAPTIST CHURCH - MORGANTON PO BOX 459 MORGANTON NC 28680 560623954 3 7091 RELIGION FIRST CHURCH OF GOD OF DREXEL PO BOX 218 DREXEL NC 28619 560965075 3 8650 RELIGION FIRST PRESBYTERIAN CHURCH - MORGANTON 100 SILVER CREEK ROAD MORGANTON NC 28655 560623927 3 47011 RELIGION FIRST UNITED METHODIST CHURCH - MORGANTON 200 NORTH KING STREET MORGANTON NC 28655 560554225 3 10905 RELIGION FOOTHILLS CONSERVANCY OF NORTH CAROLINA PO BOX 3023 MORGANTON NC 28680 561947390 3 74061 ENVIRONMENT/ANIMAL GOOD SAMARITAN CLINIC 305 WEST UNION STREET MORGANTON NC 28655 561939030 3 24591 HEALTH GRACE EPISCOPAL CHURCH 303 SOUTH KING STREET MORGANTON NC 28655 560568409 3 6446 RELIGION HABITAT FOR HUMANITY OF BURKE COUNTY INC PO BOX 352 MORGANTON NC 28680 561608119 3 12772 HUMAN SERVICES HISTORIC BURKE FOUNDATION INC PO BOX 915 MORGANTON NC 28680 581466435 3 9021 ARTS & HUMANITIES INTERVARSITY CHRISTIAN FELLOWSHIP - USA PO BOX 7895 MADISON WI 53707 362171714 3 14200 RELIGION LIBRARY FOUNDATION OF BURKE COUNTY INC 204 SOUTH KING STREET MORGANTON NC 28655 562258235 3 7868 EDUCATION MORGANTON DAY SCHOOL 305 WEST CONCORD STREET MORGANTON NC 28655 561226558 3 8174 EDUCATION NEW DAY CHRISTIAN CHURCH 1023 E UNION STREET MORGANTON NC 28655 561860610 3 8016 RELIGION NORTH MORGANTON UNITED METHODIST CHURCH 990 SANFORD DRIVE MORGANTON NC 28655 561030819 3 20000 RELIGION OPTIONS INC PO BOX 2512 MORGANTON NC 28680 581599166 3 9689 HUMAN SERVICES THE OUTREACH FOUNDATION 381 RIVERSIDE DRIVE SUITE 110 FRANKLIN TN 37064 581735506 3 10000 RELIGION PRETTY IN PINK FOUNDATION 6500 CREEDMOOR ROAD SUITE 106 RALEIGH NC 27613 201162702 3 8500 HUMAN SERVICES ROCK SCHOOL ARTS FOUNDATION PO BOX 837 VALDESE NC 28690 581787404 3 6794 ARTS & HUMANITIES SAMARITAN'S PURSE PO BOX 3000 BOONE NC 28607 581437002 3 13000 HUMAN SERVICES SOUTHMOUNTAIN CHILDREN AND FAMILY SERVICES INC 115 NORTH STERLING STREET MORGANTON NC 28655 560672457 3 30077 HUMAN SERVICES THE CROSSNORE SCHOOL INC PO BOX 249 CROSSNORE NC 28616 560567980 3 10505 HUMAN SERVICES THE MEETING PLACE ONE INC PO BOX 2861 MORGANTON NC 28680 550863996 3 14200 HUMAN SERVICES THE NORTH CAROLINA DELTA KAPPA GAMMA EDUCATIONAL FOUNDATION 6212 DRESDEN LANE RALEIGH NC 27612 471330522 3 5000 EDUCATION THE OUTREACH CENTER PO BOX 1003 MORGANTON NC 28680 562221575 3 16180 HUMANE SERVICES THE SALVATION ARMY PO BOX 2786 MORGANTON NC 28680 580660607 3 8885 HUMAN SERVICES UNC GREENSBORO PO BOX 26170 GREENSBORO NC 27402 566001468 3 10505 EDUCATION UNC LINEBERGER COMPREHENSIVE CANCER CENTER CAMPUS BOX 7295 CHAPEL HILL NC 27599 566057494 3 16500 HEALTH WALDENSIAN PRESBYTERIAN CHURCH OF VALDESE 109 MAIN STREET EAST VALDESE NC 28690 560554201 3 43437 RELIGION WESTERN PIEDMONT FOUNDATION INC 1001 BURKEMONT AVENUE MORGANTON NC 28655 237227728 3 61000 EDUCATION WESTERN PIEDMONT COUNCIL OF GOVERNMENTS PO BOX 9026 VALDESE NC 28603 560955853 3 28697 PUBLIC/SOCIETY BENEFIT EDUCATION SCHOLARSHIPS 40 53649 SCHEDULE I, PG 1, PART I, LINE 2 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. X 8 2038323 TRADING PRICE X DONATED ANNUITY 1 38417 FMV 0 1 0 PART I, COLUMN (B): THE AMOUNT IN PART I, COLUMN (B) INDICATES THE NUMBER OF SEPARATE CONTRIBUTORS OF A PARTICULAR TYPE OF NONCASH ITEM IN THE CURRENT YEAR. 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 RENEW 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 AVIALABLE ON THE ORGANIZATION'S WEBSITE. FORM 990, PART IX, LINE 24E POSTAGE : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,933. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,933. FORM 990, PART XI, LINE 9: CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE 415. 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.