2015-05-27T15:46:34-05:00 2014-12-31 383828234 CARTER P C 48 PATTON AVE STE 400 ASHEVILLE NC 288013300 990 2014-01-01 562170220 COMMUNITY FOUNDATION OF BURKE COUNTY COMM 8284377105 PO BOX 1156 MORGANTON NC 286801156 PHILLIP E CHURCH TREASURER 8284377105 2015-05-27 true RUFUS DOLLAR P01293995 8282599900 2015-05-27 2014 2016-02-25 16:41:14Z NANCY W TAYLOR PO BOX 1156 MORGANTON NC 286801156 12344857 false 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 2 143 0 1922235 1161119 0 1341488 1379447 3283 17511 3267006 2558077 676318 1210360 0 123509 126046 0 18941 138680 143610 938507 1480016 2328499 1078061 15737676 16219808 13851 58668 15723825 16161140 X 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. false false 1403486 1210360 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. 1403486 true true false false false true false false false true true false false false false true true false false false false false false false false false false true true false false false false false false false false false true false false false false false false false false true 0 0 2 true false false false false false false true 1 false false false false false false X 15 15 false false false false false false false true true false false true true true true true true true true false X X X TONI L NADEAU 8284377105 205 N KING STREET MORGANTON NC 28655 J ROUNTREE COLLETT JR PRESIDENT 1.00 X X 0 0 0 JOHN F BLACK JR VICE PRESIDE 1.00 X 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 WILLIAM M BRINKLEY DIRECTOR 1.00 X 0 0 0 LE N ERWIN DIRECTOR 1.00 X 0 0 0 DORIS L FULLWOOD DIRECTOR 1.00 X 0 0 0 KELLE B HUFFMAN DIRECTOR 1.00 X 0 0 0 DONALD J MCCALL DIRECTOR 1.00 X 0 0 0 MARCUS WH MITCHELL JR DIRECTOR 1.00 X 0 0 0 SUSAN C POLLPETER DIRECTOR 1.00 X 0 0 0 DIANA SPANGLER-CRAWFORD DIRECTOR 1.00 X 0 0 0 BENJAMIN S SUCCOP 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 NANCY W TAYLOR EXECUTIVE DI 40.00 X 75000 0 2250 TONI L NADEAU FINANCE DIRE 40.00 X 34964 0 5421 109964 7671 false false false 1161119 472109 1161119 467267 467267 10698960 9786780 912180 912180 912180 REFUNDED GRANTS 900099 17442 17442 MISCELLANEOUS 900099 69 69 17511 2558077 1396958 1172932 1172932 37428 37428 109964 76975 32989 7670 5369 2301 8412 5889 2523 13985 13985 78497 78497 3221 3221 37444 23026 14418 3370 3370 310 310 2049 2049 OTHER 4734 4734 FUNDRAISING EXPENSES -18941 18941 1480016 1403486 57589 18941 2362 6488 518896 766681 25531 18469 5552 2623 47243 21225 26328 26018 14955809 15301227 179295 74905 23903 23397 15737676 16219808 3026 4186 10825 25963 28519 13851 58668 X 1219888 791348 14403937 15259792 100000 110000 15723825 16161140 15737676 16219808 1078061 -640240 -506 X false true X true false X 825811 796925 749401 1922235 1161119 5455491 825811 796925 749401 1922235 1161119 5455491 1920512 3534979 238462 286684 327958 328991 467267 1649362 870 3283 69 4222 7109075 0.49720 0.49030 X PART II, LINE 10 OTHER INCOME 4,222 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18 84 204489 939077 751070 490639 341645 15549179 true true 14671964 939077 428777 490639 15549179 12007096 1480165 1661723 477020 14671964 11168952 230700 1073560 414750 51366 12007096 11291279 668268 -374388 396269 19938 11168952 10103560 465059 1236038 309303 204075 11291279 0.01150 0.00710 0.98140 false false 25500 25500 21743 21225 518 26018 X 1932600 -640240 15269 -506 -625477 2558077 2558077 1495285 15269 15269 1480016 1480016 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 true ASSURE THE FUTURE FOUNDATION 300 ENOLA ROAD MORGANTON NC 28655 461540059 3 6417 HEALTH BLUE RIDGE COMMUNITY ACTION INC 800 N GREEN ST MORGANTON NC 28655 581505917 3 15963 HUMAN SERVICES BLUE RIDGE HEALTHCARE FOUNDATION 2201 S STERLING ST MORGANTON NC 28655 582063920 3 8200 HEALTH BURKE CHARITABLE PROPERTIES INC PO BOX 642 MORGANTON NC 28680 562121201 3 8250 HUMAN SERVICES BURKE COUNCIL ON ALCOHOLISMCHEM DE 203 WHITE STREET MORGANTON NC 28655 560862624 3 15507 HEALTH BURKE COUNTY LITERACY COUNCIL 300 N GREEN ST STE 204 MORGANTON NC 28655 581814596 3 8450 EDUCATION BURKE COUNTY UNITED WAY 301 E MEETING STREET MORGANTON NC 28655 560929553 3 11609 PUBLIC/SOCIETY BENEF BURKE HOSPICE & PALLIATIVE CARE INC 1721 ENON ROAD VALDESE NC 28690 561316395 3 45006 HEALTH BURKE UNITED CHRISTIAN MINISTRIES 305- B W UNION STREET MORGANTON NC 28655 591771449 3 32904 HUMAN SERVICES CALDWELL ARTS COUNCIL INC PO BOX 1613 LENOIR NC 28645 561192344 3 5593 ARTS & HUMANITIES CHRIST THE MESSIAH CHURCH 7576 SAN JOSE BLVD JACKSONVILLE FL 32217 3 25000 RELIGION DENTON'S CHAPEL UNITED METHODIST CH 5358 DENTONS CHAPEL ROAD MORGANTON NC 28655 561452564 3 10011 RELIGION EXPLORING JOARA FOUNDATION PO BOX 296 MORGANTON NC 28680 261074825 3 9000 ARTS & HUMANITIES FIRST BAPTIST CHURCH OF MORGANTON PO BOX 459 MORGANTON NC 28680 560623954 3 6679 RELIGION FIRST CHURCH OF GOD OF DREXEL PO BOX 218 DREXEL NC 28619 560965075 3 9500 RELIGION FIRST PRESBYTERIAN CHURCH OF MORGAN 100 SILVER CREEK ROAD MORGANTON NC 28655 560623927 3 41129 RELIGION FIRST UNITED METHODIST CHURCH OF VA 217 ST GERMAIN AVE SE VALDESE NC 28690 3 8000 RELIGION FIRST UNITED METHODIST CHURCH 200 NORTH KING STREET MORGANTON NC 28655 560554225 3 10011 RELIGION FOOTHILLS CONSERVANCY OF NC 135 1/2 W UNION STREET MORGANTON NC 28655 561947390 3 14691 ENVIRONMENT/ANIMAL GOOD SAMARITAN CLINIC 305 W UNION STREET MORGANTON NC 28655 561939030 3 25293 HEALTH HABITAT FOR HUMANITY PO BOX 352 MORGANTON NC 28680 561608119 3 11548 HUMAN SERVICES HISTORIC BURKE FOUNDATION INC PO BOX 915 MORGANTON NC 28680 581466435 3 7826 ARTS & HUMANITIES INTERVARSITY CHRISTIAN FELLOWSHIP-U 3604 ROBIN CIRCLE BIRMINGHAM AL 35242 362171714 3 13300 RELIGION LIBRARY FOUNDATION OF BURKE COUNTY 204 S KING STREET MORGANTON NC 28655 562258235 3 8039 ARTS & HUMANITIES MORGANTON DAY SCHOOL 305 W CONCORD STREET MORGANTON NC 28655 561226558 3 16643 EDUCATION NCSD FOUNDATION INC PO BOX 1397 MORGANTON NC 28680 581995073 3 510486 HUMAN SERVICES OPTIONS INC PO BOX 2512 MORGANTON NC 28680 581599166 3 8975 HUMAN SERVICES ROCK SCHOOL ARTS FOUNDATION 400 MAIN ST E VALDESE NC 28690 581787404 3 5831 ARTS & HUMANITIES SALVATION ARMY BOYS & GIRLS CLUB PO BOX 1167 HICKORY NC 28603 135562351 3 16055 HUMAN SERVICES SAMARITAN'S PURSE PO BOX 3000 BOONE NC 28607 581437002 3 12000 HUMAN SERVICES SOUTHMOUNTAIN CHILDREN & FAMILY 7330 MYRTLE DRIVE NEBO NC 28761 560672457 3 21806 HUMAN SERVICES ST PAUL'S CHRISTIAN CHURCH 3331 BLUE RIDGE RD RALEIGH NC 27612 560691099 3 10000 RELIGION STRATEGIC ALLIANCE FOR BURKE YOUTH 301 E MEETING STREET MORGANTON NC 28655 320293215 3 10500 HUMAN SERVICES THE CROSSNORE SCHOOL INC PO BOX 249 CROSSNORE NC 28616 560567980 3 10011 HUMAN SERVICES UNC GREENSBORO 1000 SPRING GARDEN ST GREENSBORO NC 27402 566001468 GOV 10011 EDUCATION WALDENSIAN PRESBYTERIAN CHURCH OF V 109 MAIN STREET EAST VALDESE NC 28690 236393377 3 29243 RELIGION WESTERN PIEDMONT FOUNDATION INC 1001 BURKEMONT AVENUE MORGANTON NC 28655 237227728 3 27331 EDUCATION 37 EDUCATION SCHOLARSHIPS 33 37428 SCHEDULE I, PAGE 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. 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. X 10 458834 TRADING PRICE X LIFE INS POLICY 1 13275 CASH SURRENDER VALUE false false false SCHEDULE M, PAGE 2, PART II 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, 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