2014-02-07T11:54:05-07:00 2013-06-30 990 2012-07-01 561330792 COMMUNITY FOUNDATION OF HENDERSON COUNTY INC COMM 8286976224 PO Box 1108 Hendersonville NC 28793 McCray V Benson 8286976224 2014-02-07 2012 2015-11-30 17:44:51Z McCray V Benson Community Foundation of Henderson C PO Box 1108 Hendersonville NC 28793 23707296 0 X www.cfhcforever.org X 1982 NC Helping people who care make lasting contributions to causes that matter. Community Foundation of Henderson County is a highly visible, philanthropic leader directed by an engaged and committed board, staffed by qualified employees, empowering donors at all levels to invest in professionally managed charitable funds that address charitable needs. 16 16 7 81 0 0 1866336 3662048 0 0 2162624 3881286 96051 88550 4125011 7631884 2390793 2495800 0 0 472282 505974 0 0 100213 835063 780617 3698138 3782391 426873 3849493 69187604 77635127 2849162 2563222 66338442 75071905 Helping people who care make lasting contributions to causes that matter. Community Foundation of Henderson County is a highly visible, philanthropic leader directed by an engaged and committed board, staffed by qualified employees, empowering donors at all levels to invest in professionally managed charitable funds that address community needs. 0 0 3051234 2308502 0 Founded in 1982, Community Foundation of Henderson County serves the entire community by receiving, managing, and distributing funds for charitable purposes. In accordance with the donor's wishes, contributions may be pooled and invested, so that the income provides a permanent source of grant monies for general or specific purposes. The Foundation awards grants through both competitive and non-competitive processes with the greatest number of grants being non-competitive, including designated and donor advised grants. Grants were awarded to 235 organizations representing a broad spectrum of services. Grants are categorized into 8 program areas: Animal Care, Arts and Culture, Civic and Community Affairs, Conservation Education, Health, Human Services and Other Philanthropic Interests. The Foundation strives to connect those who have philanthropic resources to the organizations and causes that meet the donors charitable interests. 247581 187298 0 The Community Foundation of Henderson County was originally founded with funds designated for scholarship purposes. Over the years this area of focus has grown to now include 83 scholarship funds. The Foundation administers a scholarship program that each year helps local students pursue their dreams and goals at colleges, universities, and trade or technical schools. In the fiscal year 2012-2013 academic awards and scholarships were awarded to 128 individuals primarily in Henderson County, NC. The majority of Foundation scholarships are based on academic ability and financial need. However, some scholarships have specific eligibility requirements based on the donor's charitable desires. Actual awards vary depending upon the available income in each individual scholarship fund. 0 0 0 3298815 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 1 7 1 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X X Community Foundation of Henderson County Inc 8286976224 PO Box 1108 401 N Main Street 3rd floor Hendersonville NC 28793 Randolph Romeo 4 X X 0 0 0 Jana Humleker 2 X X 0 0 0 Steve Greene 2 0 X X 0 0 0 David Marshall 2 0 X 0 0 0 George Bond 2 X X 0 0 0 Lauretta Sthreshley 2 0 X X 0 0 0 John Bell Jr 2 0 X 0 0 0 Keith Dalbec 2 0 X 0 0 0 Pam Prather 2 0 X 0 0 0 Shirley McGee 2 0 X 0 0 0 Kimbela McMinn 2 0 X 0 0 0 Ron Partin 2 0 X 0 0 0 Stan Shelley 2 0 X 0 0 0 Charley Rogers 2 0 X 0 0 0 Les Boyd III 2 X 0 0 0 Kaye Youngblood 2 0 X 0 0 0 McCray V Benson 40 0 X X 130109 0 15440 Kathryn McConnell 40 0 X 65174 0 7885 Roger Press 40 0 X 62073 0 2300 257356 0 25625 1 0 0 0 0 0 0 1367 0 0 3660681 237886 3662048 0 1751034 0 0 1751034 0 0 0 0 0 0 0 0 0 0 18186776 0 16056524 0 2130252 0 2130252 2130252 0 0 62955 1367 18888 44067 0 44067 Other Revenue 900099 44483 44483 0 0 0 0 0 0 44483 7631884 2174735 0 1795101 2308502 2308502 187298 187298 266502 115009 90840 60653 0 0 0 0 141721 51689 85185 4847 11762 4857 4963 1942 55563 22944 23444 9175 30426 12564 12838 5024 15771 0 15771 0 0 0 0 0 0 0 169932 140502 29430 0 344 0 344 0 5992 1408 2996 1588 38742 18394 14216 6132 33390 16137 14647 2606 19541 5862 13679 0 5922 1777 3553 592 6167 2012 3154 1001 43359 10876 32483 0 7658 0 7356 302 Annuity Payments 376723 376723 0 0 Telephone 10737 6979 2147 1611 Dues and Subscriptions 10799 6486 2960 1353 Communications 31155 8158 19610 3387 4385 638 3747 0 3782391 3298815 383363 100213 4046446 4120574 1554484 1767041 4781 1987 41934 37339 1175530 566641 648948 608889 62503011 70711297 0 0 388000 388000 0 0 69187604 77635127 58906 73989 155000 208150 0 0 0 0 0 0 0 0 0 0 0 0 2635256 2281083 2849162 2563222 X 1244684 1683876 11644387 17801339 53449371 55586690 66338442 75071905 69187604 77635127 X 3849493 4426958 0 0 0 457012 X 0 1 X 1 0 X 1893494 889096 998375 1866336 3662048 9309349 0 0 0 0 0 0 0 0 0 0 0 0 1893494 889096 998375 1866336 3662048 9309349 2493392 6815957 2114065 1468830 1765223 1447827 1751034 8546979 0 0 0 0 0 0 24304 65194 56270 58225 62955 266948 18123276 0.37609 0.37744 X Annual Board sponsored fund raising event RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 85 0 299529 0 855135 0 13243227 0 1 1 60904527 3275851 7566623 2005239 10876 737909 68992977 62309478 1671493 -838822 1950332 10876 276414 60904527 52211129 985247 11685459 1990269 10876 571213 62309477 47992822 610025 5548645 1401984 10876 527503 52211129 59436733 943319 -9459811 2584448 10876 332095 47992822 0.1291 0.8209 0.05 0 0 0 24300 24300 0 848935 419393 429542 0 223494 81693 141801 0 78801 65555 13246 0 0 0 0 608889 0 Annuity Payments Payable 2158200 Life Estate Liability 122883 2281083 11704232 3977694 0 0 457013 4434707 7269525 0 362359 362359 7631884 3638052 0 0 0 0 0 3638052 0 144339 144339 3782391 SchD_P05_S00_L04 Schedule D, Part V, Line 4 The Foundation's endowment funds are established to provide perpetual support for various organizations in furtherance of their individual missions. Endowment funds also provide support for annual scholarships. SchD_P11_S00_L02d Schedule D, Part XI, Line 2d Change in split interest agreements SchD_P11_S00_L04b Schedule D, Part XI, Line 4b Organizational endowment contributions $204,460. Organizational endowment investment income $126,663. Organizational endowment realized gains on investments $71,909. Organizational endowment fees and transfers ($40,673). SchD_P12_S00_L04b Schedule D, Part XII, Line 4b Organizational agency management fees $11,084. Organizational agency grants $133,255. Vintage Carolina 64322 1367 62955 0 0 3470 7197 300 7921 0 0 64322 1367 62955 0 0 3470 7197 300 7921 18888 44067 1 Pardee Memorial Hospital Foundation Inc 800 N Justice Street Hendersonville NC 28791 561930028 501(c)(3) 293694 Salvation Army of Henderson County PO Box 2387 Hendersonville NC 28793 580660607 501(c)(3) 248563 Community Foundation of Henderson County PO Box 1108 Hendersonville NC 28793 561330792 501(c)(3) 137858 Blue Ridge Humane Society 1214 Greenville Hwy Hendersonville NC 28792 566048726 501(c)(3) 122689 Flat Rock Playhouse PO Box 310 Flat Rock NC 28731 560571518 501(c)(3) 115892 Boys and Girls Club of Henderson County PO Box 1460 Hendersonville NC 28793 561803125 501(c)(3) 114359 Children & Family Resource Center of Henderson County PO Box 1105 Hendersonville NC 28793 562113878 501(c)(3) 99753 Friends of Henderson County Public Library PO Box 2317 Hendersonville NC 28793 566095455 501(c)(3) 80322 Henderson County Habitat For Humanity 1111 Keith Street Hendersonville NC 28792 561642263 501(c)(3) 60594 Interfaith Assistance Ministry PO Box 2562 Hendersonville NC 287932562 581556963 501(c)(3) 52782 United Way of Henderson County PO Box 487 Hendersonville NC 28793 560890133 501(c)(3) 37007 Four Seasons Compassion for Life 571 South Allen Road Flat Rock NC 28731 561252665 501(c)(3) 37006 Blue Ridge Community Health Services PO Box 5151 Hendersonville NC 287935151 560794933 501(c)(3) 36047 Fairfield Mountain Chapel 1384 Buffalo Creek Road Lake Lure NC 28746 581494631 Other 35000 Hendersonville Symphony Orchestra Inc PO Box 1811 Hendersonville NC 287931811 561063207 501(c)(3) 30137 Henderson County Public Library 301 North Washington Street Hendersonville NC 28739 566000307 509(a)(1) 28767 Hendersonville Rescue Mission PO Box 1512 Hendersonville NC 28793 581480173 501(c)(3) 27688 American Heart Association-Mid Atlantic Affiliate 101 Centerport Dr Ste 130 Greensboro NC 27409 135613797 501(c)(3) 25000 Henderson County Free Medical Clinic Inc 841 Case St Hendersonville NC 287926503 562212024 501(c)(3) 25000 My Place PO Box 1838 Hendersonville NC 28793 264621757 501(c)(3) 25000 Pisgah Legal Services PO Box 2276 Asheville NC 28802 561191115 501(c)(3) 24689 THRIVE 522 Kanuga Rd Hendersonville NC 287395226 205599815 501(c)(3) 24016 Helping Hand Developmental Center PO Box 222 East Flat Rock NC 287260222 510138781 501(c)(3) 22594 Carolina Mountain Land Conservancy 847 Case St Hendersonville NC 28792 566449365 501(c)(3) 21913 Henderson County Education Foundation Inc PO Box 1267 Hendersonville NC 28793 581734733 501(c)(3) 21293 Bat Cave Baptist Church PO Box 247 5095 Chimney Rock Road Bat Cave NC 28710 561291944 Other 21166 Latino Advocacy Coalition 508 N Grove St Hendersonville NC 28792 562267574 501(c)(3) 20785 Calvary Fellowship 2035 Jeffress Rd Mills River NC 28759 999999999 Other 20000 Central United Methodist Church 27 Church Street Asheville NC 28801 205446516 Other 20000 Blue Ridge Community College Educational Foundation 180 West Campus Drive Flat Rock NC 28731 510175113 501(c)(3) 18872 Hendersonville Little Theatre PO Box 66 Hendersonville NC 28793 237026989 501(c)(3) 16000 National Alliance for Research Schizophrenia & Depression 60 Cuttermill Rd Ste 404 Great Neck NY 11021 311020010 501(c)(3) 15358 Children First of Buncombe County Communities in Schools 50 S French Broad Ave Ste 246 Asheville NC 28801 591721943 501(c)(3) 15000 Winston Salem Industries for the Blind (IFB) Asheville Div 240 Sardis Road Asheville NC 28806 566001467 501(c)(3) 15000 First United Methodist Church of Hendersonville Inc 204 6th Ave W Hendersonville NC 28739 262664469 Other 14054 Friends of Carl Sandburg at Connemara Inc PO Box 16 Flat Rock NC 28731 561597460 501(c)(3) 13587 Saint James Episcopal Church 766 North Main Street Hendersonville NC 28792 560682484 Other 13303 UMCOR (United Methodist Committee on Relief) 475 Riverside Dr New York NY 10115 135562279 501(c)(3) 12000 Mainstay 133 Fifth Avenue West Hendersonville NC 287925083 561469847 501(c)(3) 11934 Henderson County Young Leaders Program Inc PO Box 751 Hendersonville NC 28793 260770191 501(c)(3) 11024 Manna Food Bank 627 Swannanoa River Rd Asheville NC 288052445 581514800 501(c)(3) 11000 Fletcher Academy PO Box 5440 Fletcher NC 28732 561432644 501(c)(3) 10223 St Gerard House 620 Oakland Street Hendersonville NC 28791 450948760 501(c)(3) 10150 Case Alumni Association Foundation Case School of Engineering 10602 Chester Ave Suite 309 Cleveland OH 441062240 200401095 501(c)(3) 10000 Chimney Rock Baptist Church 270 Boys Camp Road PO Box 157 Lake Lure NC 28746 560752157 Other 10000 Emory University School of Medicine Woodruff Memorial Building Suite 6000 PO Drawer V Atlanta GA 30322 580566256 501(c)(3) 10000 NARAL Pro Choice North Carolina Foundation 514 Daniels Street PO Box 142 Raleigh NC 27605 320117915 501(c)(3) 10000 Immaculate Conception Church 208 Seventh Ave West Hendersonville NC 28791 530196617 501(c)(3) 9051 Mountain Area Health Education Center 121 Hendersonville Rd Asheville NC 28803 561071426 501(c)(3) 9000 Unitarian Universalist Fellowship 409 E Patterson St Hendersonville NC 28739 562001581 501(c)(3) 8500 American Red Cross of Henderson County 203 Second Avenue East Hendersonville NC 28792 530196805 501(c)(3) 8028 East Flat Rock Care Center PO Box 475 East Flat Rock NC 28726 561942796 501(c)(3) 8000 ECO of Henderson County 121 Third Avenue West Ste 4 Hendersonville NC 28792 561732182 501(c)(3) 7692 Special Olympics North Carolina Inc 2200 Gateway Center Blvd Ste 201 Morrisville NC 27560 561149607 501(c)(3) 7500 Henderson County Council on Aging Inc 105 King Creek Boulevard Hendersonville NC 28792 560936674 501(c)(3) 7494 Historic Flat Rock Inc PO Box 295 Flat Rock NC 28731 237003502 501(c)(3) 7115 Arthritis Foundation Inc 4530 Park Road Suite 230 Charlotte NC 282093790 581341679 501(c)(3) 7042 University of Florida Dept Wildlife Ecology & Conservation PO Box 110430 Gainesville FL 32611 596002052 Other 6000 FISH Inc PO Box 2411 Hendersonville NC 28793 581969979 501(c)(3) 5524 Henderson County Cancer Service 600 Carolina Village Road Hendersonville NC 28792 237259362 501(c)(3) 5348 MemoryCare 100 Far Horizons Lane Asheville NC 28803 562178294 501(c)(3) 5180 All Saints Anglican Church 15 McDowell Road Mills River NC 287592079 561969028 501(c)(3) 5031 54 8 Scholarship 128 187298 0 SchI_P01_S00_L02 Schedule I, Part I, Line 2 Procedures for monitoring the use of Grant Funds. All Scholarship recipients must complete and sign an acceptance form agreement. Scholarships are paid at the beginning of each semester to the college or university on behalf of the student. The student must supply the Foundation with a copy of their previous semester grades and verification of enrollment for the current semester. This document is reviewed to ensure that the student is maintaining the appropriate GPA and field of study as specified by the scholarship guidelines and that the educational institutions are crediting scholarship funds appropriately. X 9 237886 Avg price at time of contribution 0 0 1 1 SchM_P01_S00_L32b Schedule M, Part I, Line 32b The Foundation maintains brokerage accounts for the acceptance of stock gifts. All gifts of securities are sold as soon as practical and the proceeds are forwarded to the Foundation for proper allocation based on the donor intent F990_P06_S0B_L11b Form 990, Part VI, Section B, Line 11b The 990 is presented to the full Board of Directors prior to filing both in hard copy and an overview by the Finance Officer and CEO in a regularly scheduled Board meeting. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c The first meeting of each fiscal year of each committee and the Board each member is required to complete and sign a conflict of interest form plus requests for self disclosure during votes and actions. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 Primary source for comparability data is the Grantmakers Salary and Benefits report published by the Council on Foundations. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 All governing documents are maintained on file and made available upon request. Financial audit results are published on the organization website and are maintained on file. F990_P11_S00_L09 Form 990, Part XI, Line 9 Change in split interest agreements