2017-05-24T13:41:40-05:00 2016-12-31 561706742 DAVIDSON HOLLAND WHITESELL & CO PLLC 209 13TH AVE PLACE NW SUITE 200 HICKORY NC 28601 990 2016-01-01 562170220 COMMUNITY FOUNDATION OF BURKE COUNTY COMM 8284377105 PO BOX 1156 MORGANTON NC 28680 PHILLIP E CHURCH TREASURER 8284377105 2017-05-24 1 VIRGINIA LOWDER P01609579 8283222070 192.80.76.153 2017-05-24 10:42:17 ED P 62B6F9D89139577DF3E924E6295A67728740EE54 62B6F9D89139577DF3E924E6295A67728740EE54 2016 2021-01-29 14:40:06Z PHILLIP E CHURCH PO BOX 1156 MORGANTON NC 28680 3094186 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 3 160 0 0 1114956 761825 0 0 590057 534708 940 2421 1705953 1298954 828834 773041 0 0 132341 168045 0 0 0 119654 129668 1080829 1070754 625124 228200 16055558 17218455 77330 43554 15978228 17174901 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 984846 773041 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. 984846 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 3 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 GOLAS 8284377105 PO BOX 1156 MORGANTON NC 28680 JOHN F BLACK JR PRESIDENT 1.00 X X 0 0 0 WILLIAM M BRINKLEY DIRECTOR 1.00 X 0 0 0 PHILLIP E CHURCH TREASURER 1.00 X 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 DONALD J MCCALL DIRECTOR 1.00 X 0 0 0 MARTHA MCMURRAY-RUSS SECRETARY 1.00 X X 0 0 0 NAOMI W HUNT DIRECTOR 1.00 X 0 0 0 DIANA SPANGLER-CRAWFORD DIRECTOR 1.00 X 0 0 0 DERINDA P STIENE DIRECTOR 1.00 X 0 0 0 BENJAMIN S SUCCOP VICE PRESIDENT 1.00 X 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 NANCY W TAYLOR EXECUTIVE DIRECTOR 40.00 X 83077 0 2492 THERESA GOLAS FINANCE DIRECTOR 40.00 X 49615 0 0 132692 0 2492 0 0 0 0 0 761825 378437 761825 392617 392617 1937323 1795232 142091 142091 142091 MISCELLANEOUS 900099 2421 2421 2421 1298954 0 0 537129 731246 731246 41795 41795 143517 100462 43055 13762 9633 4129 10766 7536 3230 14500 14500 65441 65441 2425 2425 21957 21957 1677 1677 208 208 2234 2234 OTHER 6931 0 6931 DUES AND SUBSCRIPTIONS 5721 0 5721 PRINTING AND PUBLICATIO 4597 3218 1379 TELEPHONE 2687 1881 806 1290 1290 1070754 984846 85908 0 14483 16504 602277 726268 11897 1690 1546 2135 6968 47243 21743 25708 25500 15287576 16416189 88944 23127 23201 16055558 17218455 2592 9054 6006 34500 68732 0 77330 43554 X 716383 879036 15151845 16175865 110000 120000 15978228 17174901 16055558 17218455 X 228200 971827 -3354 X X 0 1 X 1 0 X 749401 1922235 1161119 1114956 761825 5709536 749401 1922235 1161119 1114956 761825 5709536 5709536 327958 328991 467267 433955 392617 1950788 3283 69 235 100 3687 7664011 0.74500 0.75660 X PART II, LINE 10 OTHER INCOME 3,687 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 20 90 301032 350479 186350 453636 335075 16491105 1 1 15456320 350479 1137942 453636 16491105 15549179 923208 -573425 442642 15456320 14671964 939077 428777 490639 15549179 12007096 1480165 1661723 477020 14671964 11168952 230700 1073560 414750 51366 12007096 0.01260 0.00710 0.98030 0 0 25500 25500 21743 21743 0 25500 X 2286124 971827 15269 74 987170 1298954 0 1298954 1089451 15269 3428 18697 1070754 0 1070754 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 2012 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 74. 1 AMERICAN RED CROSS 305-A WEST UNION STREET MORGANTON NC 28655 566000045 3 5070 HUMAN SERVICES APPALACHIAN MOUNTAIN RESCUE TEAM 108 RIVERWOODS DRIVE MORGANTON NC 28655 465330584 3 9470 HUMAN SERVICES BLUERIDGE COMMUNITY ACTION INC 800 NORTH GREEN STREET MORGANTON NC 28655 560855390 3 15067 HUMAN SERVICES BARIUM SPRINGS HOME FOR CHILDREN PO BOX 1 BARIUM SPRINGS NC 28010 560529993 3 11168 HUMAN SERVICES BURKE CHARITABLE PROPERTIES INC 305-C WEST UNION STREET MORGANTON NC 28655 562121201 3 22690 HUMAN SERVICES BURKE COUNCIL ON ALCOHOLISMCHEM DEP 203 WHITE STREET MORGANTON NC 28655 560862624 3 17223 HEALTH BURKE COUNTY UNITED WAY 121 WEST UNION STREET MORGANTON NC 28655 560929553 3 13155 PUBLIC/SOCIETY BENEFIT BURKE HOSPICE AND PALLIATIVE CARE INC 1721 ENON ROAD VALDESE NC 28690 561316395 3 25014 HEALTH BURKE UNITED CHRISTIAN MINISTRIES 305-B WEST UNION STREET MORGANTON NC 28655 591771449 3 50047 HUMAN SERVICES CALDWELL ARTS COUNCIL INC PO BOX 1613 LENOIR NC 28645 561192344 3 6377 ARTS & HUMANITIES CATAWBA SCIENCE CENTER PO BOX 2431 HICKORY NC 28603 561073440 3 9000 EDUCATION DENTON'S CHAPEL UNITED METHODIST CHURCH 5358 DENTONS CHAPEL ROAD MORGANTON NC 28655 561452564 3 10521 RELIGION EXPLORING JOARA FOUNDATION INC PO BOX 296 MORGANTON NC 28680 261074825 3 10241 ARTS & HUMANITIES FIRST BAPTIST CHURCH - MORGANTON PO BOX 459 MORGANTON NC 28680 560623954 3 7013 RELIGION FIRST CHURCH OF GOD OF DREXEL PO BOX 218 DREXEL NC 28619 560965075 3 7000 RELIGION FIRST PRESBYTERIAN CHURCH - MORGANTON 100 SILVER CREEK ROAD MORGANTON NC 28655 560623927 3 44292 RELIGION FIRST UNITED METHODIST CHURCH - MORGANTON 200 NORTH KING STREET MORGANTON NC 28655 560554225 3 10521 RELIGION FOOTHILLS CONSERVANCY OF NORTH CAROLINA PO BOX 3023 MORGANTON NC 28680 561947390 3 18397 ENVIRONMENT/ANIMAL GOOD SAMARITAN CLINIC 305 WEST UNION STREET MORGANTON NC 28655 561939030 3 37919 HEALTH GRACE EPISCOPAL CHURCH 303 SOUTH KING STREET MORGANTON NC 28655 560568409 3 6500 RELIGION HABITAT FOR HUMANITY OF BURKE COUNTY INC PO BOX 352 MORGANTON NC 28680 561608119 3 14367 HUMAN SERVICES HISTORIC BURKE FOUNDATION INC PO BOX 915 MORGANTON NC 28680 581466435 3 8544 ARTS & HUMANITIES HISTORY MUSEUM OF BURKE COUNTY PO BOX 416 MORGANTON NC 28680 134253836 3 17350 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 6373 EDUCATION MORGANTON DAY SCHOOL 305 WEST CONCORD STREET MORGANTON NC 28655 561226558 3 8176 EDUCATION 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 10474 HUMAN SERVICES THE OUTREACH FOUNDATION 381 RIVERSIDE DRIVE SUITE 110 FRANKLIN TN 37064 581735506 3 7000 RELIGION ROCK SCHOOL ARTS FOUNDATION PO BOX 837 VALDESE NC 28690 581787404 3 7144 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 27470 HUMAN SERVICES THE CROSSNORE SCHOOL INC PO BOX 249 CROSSNORE NC 28616 560567980 3 10521 HUMAN SERVICES THE MEETING PLACE ONE INC PO BOX 2861 MORGANTON NC 28680 550863996 3 12192 HUMAN SERVICES THE SALVATION ARMY PO BOX 2786 MORGANTON NC 28680 580660607 3 8912 HUMAN SERVICES UNC GREENSBORO PO BOX 26170 GREENSBORO NC 27402 566001468 3 10521 EDUCATION UNC LINEBERGER CAMPUS BOX 7295 CHAPEL HILL NC 27599 566057494 3 11000 HEALTH WALDENSIAN PRESBYTERIAN CHURCH OF VALDESE 109 MAIN STREET EAST VALDESE NC 28690 560554201 3 23127 RELIGION WESTERN PIEDMONT FOUNDATION INC 1001 BURKEMONT AVENUE MORGANTON NC 28655 237227728 3 28759 EDUCATION WESTERN PIEDMONT COUNCIL OF GOVERNMENTS PO BOX 9026 VALDESE NC 28603 3 30000 PUBLIC/SOCIETY BENEFIT EDUCATION SCHOLARSHIPS 37 41795 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 9 378437 TRADING PRICE 0 0 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 XI, LINE 9: CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE 74. UNCOLLECTIBLE PLEDGES FROM PRIOR YEAR -3,428. 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.