COMMUNITY FOUNDATION OF BURKE COUNTY: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOUNDATION OF BURKE COUNTY (EIN 56-2170220)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-27
- IRS object ID
- 201531479349300233
- Schema version
- 2014v5.0
- 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 | 2015-05-27T15:46:34-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 383828234 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARTER P C | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 48 PATTON AVE STE 400 | AddressLine1Txt |
| City | ASHEVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 288013300 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | 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 | BusinessNameLine1Txt |
| Business Name Line2 | COUNTY | BusinessNameLine2Txt |
| 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 | 286801156 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PHILLIP E CHURCH | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8284377105 | PhoneNum |
| Signature | 2015-05-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RUFUS DOLLAR | PreparerPersonNm |
| PTIN | P01293995 | PTIN |
| Phone | 8282599900 | PhoneNum |
| Preparation | 2015-05-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | NANCY W TAYLOR | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1156 | AddressLine1Txt |
| City | MORGANTON | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 286801156 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,344,857 | GrossReceiptsAmt |
| Group Return For Affiliates | false | 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 | 2 | TotalEmployeeCnt |
| Total Volunteers | 143 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,922,235 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,161,119 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,341,488 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,379,447 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,283 | PYOtherRevenueAmt |
| CY Other Revenue | $17,511 | CYOtherRevenueAmt |
| PY Total Revenue | $3,267,006 | PYTotalRevenueAmt |
| CY Total Revenue | $2,558,077 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $676,318 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,210,360 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $123,509 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $126,046 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $18,941 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $138,680 | PYOtherExpensesAmt |
| CY Other Expenses | $143,610 | CYOtherExpensesAmt |
| PY Total Expenses | $938,507 | PYTotalExpensesAmt |
| CY Total Expenses | $1,480,016 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,328,499 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,078,061 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $15,737,676 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,219,808 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $13,851 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $58,668 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $15,723,825 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $16,161,140 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| 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 | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,403,486 | ExpenseAmt |
| Grant | $1,210,360 | 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. SINCE THE PRIOR YEAR, THE FOUNDATION'S TOTAL ASSETS HAVE INCREASED BY APPROXIMATELY 480,000, AND IT HAS ADDED SEVERAL ADDITIONAL ENDOWMENT FUNDS. THE FOUNDATION INCREASED ITS GRANT DISTRIBUTIONS IN 2014 BY OVER 75% OVER THE PRIOR YEAR. BEGINNING IN OCTOBER OF 2014, THE FOUNDATION HAS ENGAGED IN A "HEALTHY PLACES" PROGRAM SPONSORED BY THE KATE B. REYNOLDS CHARITABLE TRUST. THE FOUNDATION'S EXECUTIVE DIRECTOR SERVES AS THE PROGRAM EXTENDER FOR THE BURKE COUNTY AREA, AND MEETS WITH COMMUNITY INDIVIDUALS AND AGENCIES TO DEVELOP RELATIONSHIPS WITH THE TRUST. | Desc |
| Total Program Service Expenses | $1,403,486 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 2 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | Yes (true) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 1 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TONI L NADEAU | PersonNm |
| Phone | 8284377105 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 N KING STREET | AddressLine1Txt |
| City | MORGANTON | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28655 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| J ROUNTREE COLLETT JR | ||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOHN F BLACK JR | ||||||
| VICE PRESIDE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARTHA MCMURRAY-RUSS | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PHILLIP E CHURCH | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| WILLIAM M BRINKLEY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LE N ERWIN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DORIS L FULLWOOD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KELLE B HUFFMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DONALD J MCCALL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARCUS WH MITCHELL JR | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN C POLLPETER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DIANA SPANGLER-CRAWFORD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BENJAMIN S SUCCOP | ||||||
| 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 | |
| NANCY W TAYLOR | ||||||
| EXECUTIVE DI | 40.00 | Yes (X) | $75,000 | $0 | $2,250 | |
| TONI L NADEAU | ||||||
| FINANCE DIRE | 40.00 | Yes (X) | $34,964 | $0 | $5,421 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $109,964 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $7,671 | TotalOtherCompensationAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $1,161,119 | AllOtherContributionsAmt |
| Noncash Contributions | $472,109 | NoncashContributionsAmt |
| Total Contributions | $1,161,119 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $467,267 | TotalRevenueColumnAmt |
| Exclusion | $467,267 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,698,960 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,786,780 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $912,180 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $912,180 | TotalRevenueColumnAmt |
| Exclusion | $912,180 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| REFUNDED GRANTS | 900099 | $17,442 | $17,442 |
| MISCELLANEOUS | 900099 | $69 | $69 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $17,511 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,558,077 | TotalRevenueColumnAmt |
| Exclusion | $1,396,958 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,172,932 | TotalAmt |
| Program Services | $1,172,932 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,428 | TotalAmt |
| Program Services | $37,428 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,964 | TotalAmt |
| Program Services | $76,975 | ProgramServicesAmt |
| Management And General | $32,989 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,670 | TotalAmt |
| Program Services | $5,369 | ProgramServicesAmt |
| Management And General | $2,301 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,412 | TotalAmt |
| Program Services | $5,889 | ProgramServicesAmt |
| Management And General | $2,523 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,985 | TotalAmt |
| Management And General | $13,985 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,497 | TotalAmt |
| Program Services | $78,497 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,221 | TotalAmt |
| Management And General | $3,221 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,444 | TotalAmt |
| Program Services | $23,026 | ProgramServicesAmt |
| Management And General | $14,418 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,370 | TotalAmt |
| Program Services | $3,370 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $310 | TotalAmt |
| Management And General | $310 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,049 | TotalAmt |
| Management And General | $2,049 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| OTHER | $4,734 | $4,734 | |
| FUNDRAISING EXPENSES | -$18,941 | $18,941 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,480,016 | TotalAmt |
| Program Services | $1,403,486 | ProgramServicesAmt |
| Management And General | $57,589 | ManagementAndGeneralAmt |
| Fundraising | $18,941 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,362 | BOYAmt |
| EOY | $6,488 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $518,896 | BOYAmt |
| EOY | $766,681 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,531 | BOYAmt |
| EOY | $18,469 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,552 | BOYAmt |
| EOY | $2,623 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $47,243 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $21,225 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,328 | BOYAmt |
| EOY | $26,018 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,955,809 | BOYAmt |
| EOY | $15,301,227 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $179,295 | BOYAmt |
| EOY | $74,905 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,903 | BOYAmt |
| EOY | $23,397 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,737,676 | BOYAmt |
| EOY | $16,219,808 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,026 | BOYAmt |
| EOY | $4,186 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,825 | BOYAmt |
| EOY | $25,963 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $28,519 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,851 | BOYAmt |
| EOY | $58,668 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,219,888 | BOYAmt |
| EOY | $791,348 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,403,937 | BOYAmt |
| EOY | $15,259,792 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,000 | BOYAmt |
| EOY | $110,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,723,825 | BOYAmt |
| EOY | $16,161,140 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,737,676 | BOYAmt |
| EOY | $16,219,808 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,078,061 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$640,240 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$506 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $825,811 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $796,925 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $749,401 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,922,235 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,161,119 | CurrentTaxYearAmt |
| Total | $5,455,491 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $825,811 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $796,925 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $749,401 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,922,235 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,161,119 | CurrentTaxYearAmt |
| Total | $5,455,491 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,920,512 | SubstantialContributorsTotAmt |
| Public Support Total170 | $3,534,979 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $238,462 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $286,684 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $327,958 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $328,991 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $467,267 | CurrentTaxYearAmt |
| Total | $1,649,362 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $870 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus1 Year | $3,283 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $69 | CurrentTaxYearAmt |
| Total | $4,222 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $7,109,075 | TotalSupportAmt |
| Public Support CY170 | 0.49720 | PublicSupportCY170Pct |
| Public Support PY170 | 0.49030 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME 4,222 | ExplanationTxt |
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 | 84 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $204,489 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $939,077 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $751,070 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $490,639 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $341,645 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $15,549,179 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,671,964 | BeginningYearBalanceAmt |
| Contributions | $939,077 | ContributionsAmt |
| Investment Earnings Or Losses | $428,777 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $490,639 | GrantsOrScholarshipsAmt |
| End Year Balance | $15,549,179 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,007,096 | BeginningYearBalanceAmt |
| Contributions | $1,480,165 | ContributionsAmt |
| Investment Earnings Or Losses | $1,661,723 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $477,020 | GrantsOrScholarshipsAmt |
| End Year Balance | $14,671,964 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,168,952 | BeginningYearBalanceAmt |
| Contributions | $230,700 | ContributionsAmt |
| Investment Earnings Or Losses | $1,073,560 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $414,750 | GrantsOrScholarshipsAmt |
| Other Expenditures | $51,366 | OtherExpendituresAmt |
| End Year Balance | $12,007,096 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,291,279 | BeginningYearBalanceAmt |
| Contributions | $668,268 | ContributionsAmt |
| Investment Earnings Or Losses | -$374,388 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $396,269 | GrantsOrScholarshipsAmt |
| Other Expenditures | $19,938 | OtherExpendituresAmt |
| End Year Balance | $11,168,952 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,103,560 | BeginningYearBalanceAmt |
| Contributions | $465,059 | ContributionsAmt |
| Investment Earnings Or Losses | $1,236,038 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $309,303 | GrantsOrScholarshipsAmt |
| Other Expenditures | $204,075 | OtherExpendituresAmt |
| End Year Balance | $11,291,279 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.01150 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00710 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.98140 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | 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 | $21,743 | OtherCostOrOtherBasisAmt |
| Depreciation | $21,225 | DepreciationAmt |
| Book Value | $518 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $26,018 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,932,600 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$640,240 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $15,269 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$506 | OtherRevenueAmt |
| Revenue Not Reported | -$625,477 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,558,077 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $2,558,077 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,495,285 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $15,269 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $15,269 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,480,016 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $1,480,016 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 3, PART X | THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE EXCEPT ON NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES. THE FOUNDATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS MATERIAL TO THE FINANCIAL STATEMENTS. THE FOUNDATION'S FORM 990 FOR THE YEARS ENDED DECEMBER 31, 2011, 2012, AND 2013 ARE SUBJECT TO EXAMINATION BY THE IRS GENERALLY FOR THREE YEARS AFTER THEY ARE FILED. |
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | CHANGE IN VALUE OF LIFE INSURANCE POLICY -506 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (37 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ASSURE THE FUTURE FOUNDATION | |||||||
| 300 ENOLA ROAD | MORGANTON | NC | 28655 | 461540059 | 3 | $6,417 | HEALTH |
| BLUE RIDGE COMMUNITY ACTION INC | |||||||
| 800 N GREEN ST | MORGANTON | NC | 28655 | 581505917 | 3 | $15,963 | HUMAN SERVICES |
| BLUE RIDGE HEALTHCARE FOUNDATION | |||||||
| 2201 S STERLING ST | MORGANTON | NC | 28655 | 582063920 | 3 | $8,200 | HEALTH |
| BURKE CHARITABLE PROPERTIES INC | |||||||
| PO BOX 642 | MORGANTON | NC | 28680 | 562121201 | 3 | $8,250 | HUMAN SERVICES |
| BURKE COUNCIL ON ALCOHOLISMCHEM DE | |||||||
| 203 WHITE STREET | MORGANTON | NC | 28655 | 560862624 | 3 | $15,507 | HEALTH |
| BURKE COUNTY LITERACY COUNCIL | |||||||
| 300 N GREEN ST STE 204 | MORGANTON | NC | 28655 | 581814596 | 3 | $8,450 | EDUCATION |
| BURKE COUNTY UNITED WAY | |||||||
| 301 E MEETING STREET | MORGANTON | NC | 28655 | 560929553 | 3 | $11,609 | PUBLIC/SOCIETY BENEF |
| BURKE HOSPICE & PALLIATIVE CARE INC | |||||||
| 1721 ENON ROAD | VALDESE | NC | 28690 | 561316395 | 3 | $45,006 | HEALTH |
| BURKE UNITED CHRISTIAN MINISTRIES | |||||||
| 305- B W UNION STREET | MORGANTON | NC | 28655 | 591771449 | 3 | $32,904 | HUMAN SERVICES |
| CALDWELL ARTS COUNCIL INC | |||||||
| PO BOX 1613 | LENOIR | NC | 28645 | 561192344 | 3 | $5,593 | ARTS & HUMANITIES |
| CHRIST THE MESSIAH CHURCH | |||||||
| 7576 SAN JOSE BLVD | JACKSONVILLE | FL | 32217 | 3 | $25,000 | RELIGION | |
| DENTON'S CHAPEL UNITED METHODIST CH | |||||||
| 5358 DENTONS CHAPEL ROAD | MORGANTON | NC | 28655 | 561452564 | 3 | $10,011 | RELIGION |
| EXPLORING JOARA FOUNDATION | |||||||
| PO BOX 296 | MORGANTON | NC | 28680 | 261074825 | 3 | $9,000 | ARTS & HUMANITIES |
| FIRST BAPTIST CHURCH OF MORGANTON | |||||||
| PO BOX 459 | MORGANTON | NC | 28680 | 560623954 | 3 | $6,679 | RELIGION |
| FIRST CHURCH OF GOD OF DREXEL | |||||||
| PO BOX 218 | DREXEL | NC | 28619 | 560965075 | 3 | $9,500 | RELIGION |
| FIRST PRESBYTERIAN CHURCH OF MORGAN | |||||||
| 100 SILVER CREEK ROAD | MORGANTON | NC | 28655 | 560623927 | 3 | $41,129 | RELIGION |
| FIRST UNITED METHODIST CHURCH OF VA | |||||||
| 217 ST GERMAIN AVE SE | VALDESE | NC | 28690 | 3 | $8,000 | RELIGION | |
| FIRST UNITED METHODIST CHURCH | |||||||
| 200 NORTH KING STREET | MORGANTON | NC | 28655 | 560554225 | 3 | $10,011 | RELIGION |
| FOOTHILLS CONSERVANCY OF NC | |||||||
| 135 1/2 W UNION STREET | MORGANTON | NC | 28655 | 561947390 | 3 | $14,691 | ENVIRONMENT/ANIMAL |
| GOOD SAMARITAN CLINIC | |||||||
| 305 W UNION STREET | MORGANTON | NC | 28655 | 561939030 | 3 | $25,293 | HEALTH |
| HABITAT FOR HUMANITY | |||||||
| PO BOX 352 | MORGANTON | NC | 28680 | 561608119 | 3 | $11,548 | HUMAN SERVICES |
| HISTORIC BURKE FOUNDATION INC | |||||||
| PO BOX 915 | MORGANTON | NC | 28680 | 581466435 | 3 | $7,826 | ARTS & HUMANITIES |
| INTERVARSITY CHRISTIAN FELLOWSHIP-U | |||||||
| 3604 ROBIN CIRCLE | BIRMINGHAM | AL | 35242 | 362171714 | 3 | $13,300 | RELIGION |
| LIBRARY FOUNDATION OF BURKE COUNTY | |||||||
| 204 S KING STREET | MORGANTON | NC | 28655 | 562258235 | 3 | $8,039 | ARTS & HUMANITIES |
| MORGANTON DAY SCHOOL | |||||||
| 305 W CONCORD STREET | MORGANTON | NC | 28655 | 561226558 | 3 | $16,643 | EDUCATION |
| NCSD FOUNDATION INC | |||||||
| PO BOX 1397 | MORGANTON | NC | 28680 | 581995073 | 3 | $510,486 | HUMAN SERVICES |
| OPTIONS INC | |||||||
| PO BOX 2512 | MORGANTON | NC | 28680 | 581599166 | 3 | $8,975 | HUMAN SERVICES |
| ROCK SCHOOL ARTS FOUNDATION | |||||||
| 400 MAIN ST E | VALDESE | NC | 28690 | 581787404 | 3 | $5,831 | ARTS & HUMANITIES |
| SALVATION ARMY BOYS & GIRLS CLUB | |||||||
| PO BOX 1167 | HICKORY | NC | 28603 | 135562351 | 3 | $16,055 | HUMAN SERVICES |
| SAMARITAN'S PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | 581437002 | 3 | $12,000 | HUMAN SERVICES |
| SOUTHMOUNTAIN CHILDREN & FAMILY | |||||||
| 7330 MYRTLE DRIVE | NEBO | NC | 28761 | 560672457 | 3 | $21,806 | HUMAN SERVICES |
| ST PAUL'S CHRISTIAN CHURCH | |||||||
| 3331 BLUE RIDGE RD | RALEIGH | NC | 27612 | 560691099 | 3 | $10,000 | RELIGION |
| STRATEGIC ALLIANCE FOR BURKE YOUTH | |||||||
| 301 E MEETING STREET | MORGANTON | NC | 28655 | 320293215 | 3 | $10,500 | HUMAN SERVICES |
| THE CROSSNORE SCHOOL INC | |||||||
| PO BOX 249 | CROSSNORE | NC | 28616 | 560567980 | 3 | $10,011 | HUMAN SERVICES |
| UNC GREENSBORO | |||||||
| 1000 SPRING GARDEN ST | GREENSBORO | NC | 27402 | 566001468 | GOV | $10,011 | EDUCATION |
| WALDENSIAN PRESBYTERIAN CHURCH OF V | |||||||
| 109 MAIN STREET EAST | VALDESE | NC | 28690 | 236393377 | 3 | $29,243 | RELIGION |
| WESTERN PIEDMONT FOUNDATION INC | |||||||
| 1001 BURKEMONT AVENUE | MORGANTON | NC | 28655 | 237227728 | 3 | $27,331 | EDUCATION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 37 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | EDUCATION SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 33 | RecipientCnt |
| Cash Grant | $37,428 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 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. SCHOLARSHIPS: 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 ORGANIZATOIN IS COMMITTED TO PROVDING 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 TRANSFERRED 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 | 10 | ContributionCnt |
| Noncash Contributions Rpt F990 | $458,834 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | TRADING PRICE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | LIFE INS POLICY | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $13,275 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | CASH SURRENDER VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, PAGE 2, PART II | 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, PAGE 1, PART I, LINE 6 | VOLUNTEERS SERVE ON VARIOUS BOARD COMMITTEES, ON THE STEERING COMMITTEE OF THE BURKE WOMEN'S FUND WHICH OPERATES UNDER THE AUSPICES OF THE COMMUNITY FOUNDATION OF BURKE COUNTY AND PROVIDE VARIOUS ADMINISTRATIVE TASKS SUCH AS BULK MAILINGS, WEBSITE ASSISTANCE AND PUBLIC RELATIONS. |
| FORM 990, PAGE 2, PART III, LINE 4A | BEGINNING IN OCTOBER OF 2014, THE FOUNDATION HAS ENGAGED IN A "HEALTHY PLACES" PROGRAM SPONSORED BY THE KATE B. REYNOLDS CHARITABLE TRUST. THE FOUNDATION'S EXECUTIVE DIRECTOR SERVES AS THE PROGRAM EXTENDER FOR THE BURKE COUNTY AREA, AND MEETS WITH COMMUNITY INDIVIDUALS AND AGENCIES TO DEVELOP RELATIONSHIPS WITH THE TRUST. |
| FORM 990, PAGE 6, PART VI, LINE 1A | 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, PAGE 6, PART VI, 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, PAGE 6, PART VI, 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, PAGE 6, PART VI, LINE 15A | 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 ASSISTANT. |
| FORM 990, PAGE 6, PART VI, LINE 15B | SEE THE RESPONSE TO LINE 15A ABOVE. |
| FORM 990, PAGE 6, PART VI, 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 XI, LINE 9 | CHANGE IN VALUE OF LIFE INSURANCE POLICY -506 |
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