COMMUNITY FOUNDATION OF HENDERSON COUNTY INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOUNDATION OF HENDERSON COUNTY INC (EIN 56-1330792)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-11-06
- IRS object ID
- 201443109349301004
- Schema version
- 2013v3.1
- 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 | 2014-11-06T13:33:59-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 48 PATTON AVE STE 400 | AddressLine1 |
| City | ASHEVILLE | City |
| State | NC | State |
| ZIP Code | 288013300 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 561330792 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOUNDATION OF HENDERSON | BusinessNameLine1 |
| Business Name Line2 | COUNTY INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMM | BusinessNameControlTxt |
| Phone | 8286976224 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1108 | AddressLine1 |
| City | HENDERSONVILLE | City |
| State | NC | State |
| ZIP Code | 28793 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MCCRAY V BENSON | PersonNm |
| Person Title | PRESIDENT / CEO | PersonTitleTxt |
| Phone | 8286976224 | PhoneNum |
| Signature | 2014-11-05 | 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 | 2014-11-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MCCRAY V BENSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1108 | AddressLine1 |
| City | HENDERSONVILLE | City |
| State | NC | State |
| ZIP Code | 28793 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,077,602 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CFHCFOREVER.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1982 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Total Volunteers | 80 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $3,662,048 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,953,209 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,881,286 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,582,942 | CYInvestmentIncomeAmt |
| PY Other Revenue | $88,550 | PYOtherRevenueAmt |
| CY Other Revenue | $53,764 | CYOtherRevenueAmt |
| PY Total Revenue | $7,631,884 | PYTotalRevenueAmt |
| CY Total Revenue | $4,589,915 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,495,800 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,742,380 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $505,974 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $544,167 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $104,386 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $780,617 | PYOtherExpensesAmt |
| CY Other Expenses | $774,885 | CYOtherExpensesAmt |
| PY Total Expenses | $3,782,391 | PYTotalExpensesAmt |
| CY Total Expenses | $4,061,432 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,849,493 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $528,483 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $77,635,127 | TotalAssetsBOYAmt |
| Total Assets EOY | $88,978,421 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,563,222 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,221,291 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $75,071,905 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $86,757,130 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $3,178,397 | ExpenseAmt |
| Grant | $2,477,080 | GrantAmt |
| Desc | FOUNDED IN 1982, THE 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 PROCESS WITH THE GREATEST NUMBER OF GRANTS BEING NON-COMPETITIVE, INCLUDING DESIGNATED AND DONOR ADVISED GRANTS. GRANTS WERE AWARDED TO 243 ORGANIZATIONS REPRESENTING A BROAD SPECTRUM OF SERVICES. GRANTS ARE CATEGORIZED INTO EIGHT PROGRAM AREAS: ANIMAL CARE, ARTS AND CULTURE, CIVIC AND COMMUNITY AFFAIRS, CONSERVATION, EDUCATION, HEALTH, HUMAN SERVICES AND OTHER (CONTINUED FROM 990 PART III, LINE 4A) PHILANTHROPIC INTERESTS. THE FOUNDATION STRIVES TO CONNECT THOSE WHO HAVE PHILANTHROPIC RESOURCES TO THE ORGANIZATIONS AND CAUSES THAT MEET DONORS' CHARITABLE INTERESTS. THIS BROAD SPECTRUM OF INVOLVEMENT IS ALSO USED TO INFORM AND ASSIST COMMUNITY PLANNING, PROVIDING COUNSEL TO DEVELOPING SERVICES IN OUR COMMUNITY, AND FASCILITATING COLLABORATION AMONG SERVICE PROVIDERS TO ENHANCE BOTH EFFECTIVENESS AND EFFICIENCIES. THIS FURTHER INFORMS DONORS OF KEY AREAS FOR SUPPORT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $344,937 | ExpenseAmt |
| Grant | $265,300 | GrantAmt |
| Desc | THE FOUNDATION WAS ORIGINALLY FOUNDED WITH FUNDS DESIGNATED FOR SCHOLARSHIP PURPOSES. OVER THE YEARS, THIS AREA OF FOCUS HAS GROWN TO NOW INCLUDE 86 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 2013- 2014, ACADEMIC AWARDS AND SCHOLARSHIPS WERE AWARDED TO 155 INDIVIDUALS PRIMARILY IN HENDERSON COUNTY, NORTH CAROLINA. 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,523,334 | 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 | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | 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 | Yes (true) | 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 | 12 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 7 | 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 | Yes (true) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (true) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOUNDATION OF HENDERSON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8286976224 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 N MAIN STREET 3RD FLOOR | AddressLine1 |
| City | HENDERSONVILLE | City |
| State | NC | State |
| ZIP Code | 28793 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| RANDOLPH C ROMEO | ||||||
| CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOHN BELL JR | ||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| STEVE GREENE | ||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LAURETTA COOK | ||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAVID MARSHALL | ||||||
| ASSIST TREAS | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JANA JOHNSON HUMLEKER | ||||||
| PAST CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LES BOYD III | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CINDY CAUSBY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KEITH DALBEC | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TOM DARNALL | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GARY EBLEN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CHUCK EDWARDS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SHIRLEY MCGEE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KIMBELA MCMINN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RON PARTIN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PAM ROGERS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLEY ROGERS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KAYE YOUNGBLOOD | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MCCRAY BENSON | ||||||
| PRESIDENT / | 40.00 | Yes (X) | $132,519 | $0 | $17,254 | |
| ROGER PRESS | ||||||
| FINANCE DIRE | 40.00 | Yes (X) | $62,993 | $0 | $2,506 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $195,512 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $19,760 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Fundraising | $44,095 | FundraisingAmt |
| All Other Contributions | $1,909,114 | AllOtherContributionsAmt |
| Noncash Contributions | $168,761 | NoncashContributionsAmt |
| Total Contributions | $1,953,209 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,611,656 | TotalRevenueColumnAmt |
| Exclusion | $1,611,656 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,444,378 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,473,092 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $971,286 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $971,286 | TotalRevenueColumnAmt |
| Exclusion | $971,286 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $24,550 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $44,095 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $14,595 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,955 | TotalRevenueColumnAmt |
| Exclusion | $9,955 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Total Revenue Column | $43,809 | TotalRevenueColumnAmt |
| Exclusion | $43,809 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $43,809 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,589,915 | TotalRevenueColumnAmt |
| Exclusion | $2,636,706 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,477,080 | TotalAmt |
| Program Services | $2,477,080 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $265,300 | TotalAmt |
| Program Services | $265,300 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $202,086 | TotalAmt |
| Program Services | $67,579 | ProgramServicesAmt |
| Management And General | $106,666 | ManagementAndGeneralAmt |
| Fundraising | $27,841 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $233,952 | TotalAmt |
| Program Services | $106,156 | ProgramServicesAmt |
| Management And General | $87,720 | ManagementAndGeneralAmt |
| Fundraising | $40,076 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,762 | TotalAmt |
| Program Services | $4,686 | ProgramServicesAmt |
| Management And General | $5,244 | ManagementAndGeneralAmt |
| Fundraising | $1,832 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,379 | TotalAmt |
| Program Services | $25,651 | ProgramServicesAmt |
| Management And General | $28,700 | ManagementAndGeneralAmt |
| Fundraising | $10,028 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,988 | TotalAmt |
| Program Services | $12,745 | ProgramServicesAmt |
| Management And General | $14,260 | ManagementAndGeneralAmt |
| Fundraising | $4,983 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,538 | TotalAmt |
| Management And General | $10,538 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,440 | TotalAmt |
| Management And General | $25,440 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,832 | TotalAmt |
| Program Services | $59,832 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,616 | TotalAmt |
| Program Services | $25,308 | ProgramServicesAmt |
| Management And General | $25,308 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,637 | TotalAmt |
| Program Services | $969 | ProgramServicesAmt |
| Management And General | $3,318 | ManagementAndGeneralAmt |
| Fundraising | $2,350 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,107 | TotalAmt |
| Program Services | $33,626 | ProgramServicesAmt |
| Management And General | $35,366 | ManagementAndGeneralAmt |
| Fundraising | $11,115 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,844 | TotalAmt |
| Program Services | $18,906 | ProgramServicesAmt |
| Management And General | $16,688 | ManagementAndGeneralAmt |
| Fundraising | $3,250 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,791 | TotalAmt |
| Program Services | $6,837 | ProgramServicesAmt |
| Management And General | $15,954 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,700 | TotalAmt |
| Program Services | $3,210 | ProgramServicesAmt |
| Management And General | $6,420 | ManagementAndGeneralAmt |
| Fundraising | $1,070 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,848 | TotalAmt |
| Program Services | $11,503 | ProgramServicesAmt |
| Management And General | $21,345 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,275 | TotalAmt |
| Management And General | $6,989 | ManagementAndGeneralAmt |
| Fundraising | $286 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| ANNUITY PAYMENTS | $386,924 | $386,924 | ||
| OTHER EXPENSE | $34,558 | $16,244 | $18,314 | |
| STAFF DEVELOPMENT | $7,775 | $778 | $5,442 | $1,555 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,061,432 | TotalAmt |
| Program Services | $3,523,334 | ProgramServicesAmt |
| Management And General | $433,712 | ManagementAndGeneralAmt |
| Fundraising | $104,386 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,120,574 | BOYAmt |
| EOY | $4,432,288 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,767,041 | BOYAmt |
| EOY | $1,255,250 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,987 | BOYAmt |
| EOY | $1,699 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,339 | BOYAmt |
| EOY | $48,019 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,178,711 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $599,489 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $608,889 | BOYAmt |
| EOY | $579,222 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,215,302 | BOYAmt |
| EOY | $76,614,534 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,495,995 | BOYAmt |
| EOY | $5,659,409 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $388,000 | BOYAmt |
| EOY | $388,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,635,127 | BOYAmt |
| EOY | $88,978,421 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,989 | BOYAmt |
| EOY | $23,766 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $208,150 | BOYAmt |
| EOY | $265,300 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,281,083 | BOYAmt |
| EOY | $1,932,225 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,563,222 | BOYAmt |
| EOY | $2,221,291 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,683,876 | BOYAmt |
| EOY | $2,331,126 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,801,339 | BOYAmt |
| EOY | $27,515,094 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,586,690 | BOYAmt |
| EOY | $56,910,910 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,071,905 | BOYAmt |
| EOY | $86,757,130 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,635,127 | BOYAmt |
| EOY | $88,978,421 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $528,483 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $9,868,917 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,287,825 | 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) |
|---|---|---|
| Community Trust | Yes (X) | CommunityTrustInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $889,096 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $998,375 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,866,336 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,662,048 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,953,209 | CurrentTaxYearAmt |
| Total | $9,369,064 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $889,096 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $998,375 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,866,336 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,662,048 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,953,209 | CurrentTaxYearAmt |
| Total | $9,369,064 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,411,387 | SubstantialContributorsTotAmt |
| Public Support Total170 | $7,957,677 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,468,830 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,765,223 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,447,827 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,751,034 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,611,656 | CurrentTaxYearAmt |
| Total | $8,044,570 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $65,194 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $56,270 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $58,225 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $62,955 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $43,809 | CurrentTaxYearAmt |
| Total | $286,453 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $17,700,087 | TotalSupportAmt |
| Public Support CY170 | 0.44960 | PublicSupportCY170Pct |
| Public Support PY170 | 0.37610 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME 286,453 | 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 | 87 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $347,026 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $1,077,875 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $14,750,490 | DonorAdvisedFundsVlEOYAmt |
| 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 | $68,992,977 | BeginningYearBalanceAmt |
| Contributions | $1,737,523 | ContributionsAmt |
| Investment Earnings Or Losses | $12,217,109 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,012,316 | GrantsOrScholarshipsAmt |
| Other Expenditures | $31,823 | OtherExpendituresAmt |
| Administrative Expenses | $838,248 | AdministrativeExpensesAmt |
| End Year Balance | $80,065,220 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $60,904,527 | BeginningYearBalanceAmt |
| Contributions | $3,275,851 | ContributionsAmt |
| Investment Earnings Or Losses | $7,566,623 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,950,332 | GrantsOrScholarshipsAmt |
| Other Expenditures | $10,876 | OtherExpendituresAmt |
| Administrative Expenses | $737,909 | AdministrativeExpensesAmt |
| End Year Balance | $68,992,977 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $62,309,478 | BeginningYearBalanceAmt |
| Contributions | $1,671,493 | ContributionsAmt |
| Investment Earnings Or Losses | -$838,822 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,990,269 | GrantsOrScholarshipsAmt |
| Other Expenditures | $10,876 | OtherExpendituresAmt |
| Administrative Expenses | $276,414 | AdministrativeExpensesAmt |
| End Year Balance | $60,904,527 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $52,211,129 | BeginningYearBalanceAmt |
| Contributions | $985,247 | ContributionsAmt |
| Investment Earnings Or Losses | $11,685,459 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,401,984 | GrantsOrScholarshipsAmt |
| Other Expenditures | $10,876 | OtherExpendituresAmt |
| Administrative Expenses | $571,213 | AdministrativeExpensesAmt |
| End Year Balance | $62,309,477 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $47,992,822 | BeginningYearBalanceAmt |
| Contributions | $610,025 | ContributionsAmt |
| Investment Earnings Or Losses | $5,548,645 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,584,448 | GrantsOrScholarshipsAmt |
| Other Expenditures | $10,876 | OtherExpendituresAmt |
| Administrative Expenses | $527,503 | AdministrativeExpensesAmt |
| End Year Balance | $52,211,129 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.11940 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.85880 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.02180 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $24,300 | OtherCostOrOtherBasisAmt |
| Book Value | $24,300 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $848,935 | OtherCostOrOtherBasisAmt |
| Depreciation | $442,146 | DepreciationAmt |
| Book Value | $406,789 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $223,494 | OtherCostOrOtherBasisAmt |
| Depreciation | $90,863 | DepreciationAmt |
| Book Value | $132,631 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $81,982 | OtherCostOrOtherBasisAmt |
| Depreciation | $66,480 | DepreciationAmt |
| Book Value | $15,502 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $579,222 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| HEDGE FUNDS | $5,659,409 | F |
| ALTERNATIVE INVESTMENTS | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $5,659,409 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITY PAYMENTS PAYABLE | $1,932,225 |
| LIFE ESTATE LIABILITY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,932,225 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $14,821,115 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $9,868,917 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $530,459 | OtherRevenueAmt |
| Revenue Not Reported | $10,399,376 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,421,739 | RevenueSubtotalAmt |
| Other Revenues Not Included | $168,176 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $168,176 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,589,915 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,911,768 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $42,249 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $42,249 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,869,519 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $191,913 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $191,913 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,061,432 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) FOR THE TAX YEARS ENDED JUNE 30, 2011, 2012, AND 2013 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. |
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | CHANGE IN VALUE OF SPLIT INTEREST TRUST 488,210 ORGANIZATIONAL FUND FEES 42,249 |
| SCHEDULE D, PAGE 4, PART XI, LINE 4B | ORGANIZATIONAL ENDOWMENT RECEIPTS 1,020 ORGANIZATIONAL ENDOWMENT INVESTMENT EARNINGS & GAINS 167,156 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | ORGANIZATIONAL FUND FEES 42,249 |
| SCHEDULE D, PAGE 4, PART XII, LINE 4B | ORGANIZATIONAL GRANTS 140,079 ORGANIZATIONAL ENDOW. INVESTMENT MANAGEMENT COSTS 51,834 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | VINTAGE CAROLIN | NameOfEvent1Amt |
| Gross Receipts Event1 | $68,645 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $44,095 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $24,550 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $14,595 | FoodAndBeverageEvent1Amt |
| Gross Receipts Total | $68,645 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $44,095 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $24,550 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $14,595 | FoodAndBeverageTotalEventsAmt |
| Direct Expense Summary Events | $14,595 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $9,955 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (75 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt |
|---|---|---|---|---|---|---|
| AGUDAS ISRAEL CONGREGATION | ||||||
| 505 GLASGOW LN | HENDERSONVILLE | NC | 28739 | 561150425 | 501C3 | $12,648 |
| ALL SOULS COUNSELING CENTER | ||||||
| 35 ARLINGTON ST | ASHEVILLE | NC | 28801 | 562200862 | 501C3 | $10,000 |
| APPALACHIAN SUSTAINABLE AGRICULTURE | ||||||
| ASU BOX 32059 | BOONE | NC | 286082059 | 061642769 | 501C3 | $10,000 |
| ARCHAEOLOGICAL INSTITUTE OF AMERICA | ||||||
| 656 BEACON ST | BOSTON | MA | 02215 | 135669180 | 501C3 | $50,000 |
| ARTS COUNCIL OF HENDERSON COUNTY | ||||||
| 401 N MAIN ST STE 302 | HENDERSONVILLE | NC | 28792 | 581430933 | 501C3 | $6,197 |
| ASHEVILLE ART MUSEUM | ||||||
| PO BOX 1717 | ASHEVILLE | NC | 288021717 | 566060776 | 501C3 | $11,190 |
| BAT CAVE BAPTIST CHURCH | ||||||
| PO BOX 247 | BAT CAVE | NC | 28710 | 561291944 | 501C3 | $21,085 |
| BLUE RIDGE COMMUNITY COLLEGE EDUCAT | ||||||
| 180 WEST CAMPUS DRIVE | FLAT ROCK | NC | 28731 | 510175113 | 501C3 | $24,411 |
| BLUE RIDGE COMMUNITY HEALTH SERVICE | ||||||
| P O BOX 5151 | HENDERSONVILLE | NC | 287935151 | 560794933 | 501C3 | $30,997 |
| BLUE RIDGE HUMANE SOCIETY | ||||||
| 1214 GREENVILLE HWY | HENDERSONVILLE | NC | 28792 | 566048726 | 501C3 | $91,951 |
| BLUEPRINT NORTH CAROLINA | ||||||
| 2912 HIGHWOOD BLVD STE 204 | RALEIGH | NC | 27605 | 272459538 | 501C3 | $10,000 |
| BOYS AND GIRLS CLUB OF HENDERSON CO | ||||||
| PO BOX 1460 | HENDERSONVILLE | NC | 28793 | 561803125 | 501C3 | $119,338 |
| CAREPARTNERS HEALTH SERVICES | ||||||
| PO BOX 25338 | ASHEVILLE | NC | 28813 | 562005198 | 501C3 | $10,000 |
| CASE ALUMNI ASSOCIATION FOUNDATION | ||||||
| 10900 EUCLID AVE TOMLINSON HALL RM | CLEVELAND | OH | 441067073 | 204435833 | 501C3 | $10,000 |
| CENTER FOR CULTURAL PRESERVATION I | ||||||
| PO BOX 1066 | FLAT ROCK | NC | 287311066 | 271043702 | 501C3 | $25,000 |
| CENTRAL UNITED METHODIST CHURCH | ||||||
| 27 CHURCH STREET | ASHEVILLE | NC | 28801 | 205446516 | 501C3 | $20,000 |
| CHILDREN & FAMILY RESOURCE CENTER O | ||||||
| PO BOX 1105 | HENDERSONVILLE | NC | 28793 | 562113878 | 501C3 | $54,914 |
| CHILDREN'S HOME SOCIETY OF NORTH CA | ||||||
| 2200 EAST SEVENTH ST | CHARLOTTE | NC | 28204 | 560529946 | 501C3 | $12,500 |
| CHIMNEY ROCK BAPTIST CHURCH | ||||||
| 270 BOYS CAMP ROAD PO BOX 157 | LAKE LURE | NC | 28746 | 560752157 | 501C3 | $10,000 |
| CITY OF HENDERSONVILLE | ||||||
| 145 5TH AVE E | HENDERSONVILLE | NC | 28792 | 123333333 | GOV | $20,000 |
| COMMUNITY FOUNDATION OF HENDERSON C | ||||||
| PO BOX 1108 | HENDERSONVILLE | NC | 28793 | 561330792 | 501C3 | $115,728 |
| COMMUNITY PARTNERSHIP FOR PETS INC | ||||||
| PO BOX 1021 | FLAT ROCK | NC | 28731 | 202972350 | 501C3 | $10,400 |
| EAST FLAT ROCK ROCK CARE CENTER | ||||||
| PO BOX 475 | FLAT ROCK | NC | 28726 | 561942796 | 501C3 | $8,000 |
| ECO OF HENDERSON COUNTY | ||||||
| 611 N CHURCH ST STE 101 | HENDERSONVILLE | NC | 28792 | 561732182 | 501C3 | $10,576 |
| EMORY UNIVERSITY SCHOOL OF MEDICINE | ||||||
| OFFICE OF FINANCIAL AID 200 DOWMAN | ATLANTA | GA | 30322 | 580566256 | 501C3 | $10,000 |
| FAIRFIELD MOUNTAIN CHAPEL | ||||||
| 1384 BUFFALO CREEK ROAD | LAKE LURE | NC | 28746 | 581494631 | 501C3 | $55,000 |
| FIRST CONGREGATIONAL CHURCH | ||||||
| 1735 5TH AVENUE WEST | HENDERSONVILLE | NC | 28739 | 124444444 | 501C3 | $5,649 |
| FIRST UNITED METHODIST CHURCH | ||||||
| 204 6TH AVE W | HENDERSONVILLE | NC | 28739 | 262664469 | 501C3 | $18,345 |
| FISH INC | ||||||
| PO BOX 2411 | HENDERSONVILLE | NC | 28793 | 581969979 | 501C3 | $5,153 |
| FLETCHER ACADEMY | ||||||
| PO BOX 5440 | FLETCHER | NC | 28732 | 561432644 | 501C3 | $9,515 |
| FOUR SEASONS HOSPICE | ||||||
| 571 SOUTH ALLEN ROAD | FLAT ROCK ROCK | NC | 28731 | 561252665 | 501C3 | $45,733 |
| FRIENDS OF HENDERSON COUNTY PUBLIC | ||||||
| PO BOX 2317 | HENDERSONVILLE | NC | 28793 | 566095455 | 501C3 | $74,907 |
| HANDS ON - A CHILD'S GALLERY | ||||||
| PO BOX 481 | HENDERSONVILLE | NC | 28793 | 830397594 | 501C3 | $8,601 |
| HELPING HAND DEVELOPMENTAL CENTER | ||||||
| PO BOX 222 | FLAT ROCK | NC | 287260222 | 510138781 | 501C3 | $10,711 |
| HENDERSON COUNTY CANCER SERVICE | ||||||
| 600 CAROLINA VILLAGE ROAD | HENDERSONVILLE | NC | 28792 | 237259362 | 501C3 | $5,019 |
| HENDERSON COUNTY COUNCIL ON AGING | ||||||
| 105 KING CREEK BOULEVARD | HENDERSONVILLE | NC | 28792 | 560936674 | 501C3 | $20,559 |
| HENDERSON COUNTY FREE MEDICAL CLINI | ||||||
| 841 CASE ST | HENDERSONVILLE | NC | 287926503 | 562212024 | 501C3 | $35,721 |
| HENDERSON COUNTY GENEALOGICAL & HIS | ||||||
| 400 N MAIN ST | HENDERSONVILLE | NC | 28792 | 561386421 | 501C3 | $5,159 |
| HENDERSON COUNTY PUBLIC LIBRARY | ||||||
| 301 NORTH WASHINGTON STREET | HENDERSONVILLE | NC | 28739 | 125555555 | GOV | $28,991 |
| HENDERSON COUNTY SOIL AND WATER CON | ||||||
| 61 TRIPLE SPRINGS RD | HENDERSONVILLE | NC | 28792 | 566000307 | GOV | $30,000 |
| HENDERSON COUNTY YOUNG LEADERS PROG | ||||||
| PO BOX 751 | HENDERSONVILLE | NC | 28793 | 260770191 | 501C3 | $18,683 |
| HENDERSONVILLE SYMPHONY ORCHESTRA | ||||||
| PO BOX 1811 | HENDERSONVILLE | NC | 287931811 | 561063207 | 501C3 | $26,821 |
| HOMEWARD BOUND OF WESTERN NORTH CAR | ||||||
| PO BOX 1166 | ASHEVILLE | NC | 28802 | 561568917 | 501C3 | $20,000 |
| IMMACULATE CONCEPTION CHURCH | ||||||
| 208 SEVENTH AVENUE WEST | HENDERSONVILLE | NC | 287913602 | 530196617 | 501C3 | $7,269 |
| INTERFAITH ASSISTANCE MINISTRY | ||||||
| PO BOX 2562 | HENDERSONVILLE | NC | 287932562 | 581556963 | 501C3 | $31,524 |
| JEWISH FAMILY SERVICES OF WNC INC | ||||||
| 2 DOCTORS PARK STE E | ASHEVILLE | NC | 28801 | 452497063 | 501C3 | $15,000 |
| KANUGA CONFERENCES INC | ||||||
| PO BOX 250 | HENDERSONVILLE | NC | 28793 | 560599223 | 501C3 | $5,500 |
| LATINO ADVOCACY COALITION | ||||||
| 508 N GROVE ST | HENDERSONVILLE | NC | 28792 | 562267574 | 501C3 | $10,738 |
| LIVE OAK PUBLIC LIBRARIES FOUNDATIO | ||||||
| 2002 BULL ST | SAVANNAH | GA | 31401 | 582367755 | 501C3 | $25,345 |
| MAHEC - MOUNTAIN AREA HEALTH EDUCAT | ||||||
| 501 BILTMORE AVE | ASHEVILLE | NC | 28801 | 561071426 | 501C3 | $6,500 |
| MAINSTAY | ||||||
| 133 FIFTH AVENUE WEST | HENDERSONVILLE | NC | 287925083 | 561469847 | 501C3 | $28,964 |
| MANNA FOOD BANK | ||||||
| 627 SWANNANOA RIVER RD | ASHEVILLE | NC | 288052445 | 581514800 | 501C3 | $21,000 |
| MEMORYCARE | ||||||
| 100 FAR HORIZONS LANE | ASHEVILLE | NC | 28803 | 562178294 | 501C3 | $5,585 |
| MINISTRY SEVEN DBA HENDERSONVILLE | ||||||
| PO BOX 1512 | HENDERSONVILLE | NC | 28793 | 561480173 | 501C3 | $33,831 |
| MUD CREEK BAPTIST CHURCH | ||||||
| 403 RUTLEDGE DR | HENDERSONVILLE | NC | 287396243 | 561242194 | 501C3 | $6,300 |
| MY PLACE | ||||||
| PO BOX 1838 | HENDERSONVILLE | NC | 28793 | 264621757 | 501C3 | $10,000 |
| NATIONAL ALLIANCE FOR RESEARCH SCHI | ||||||
| 60 CUTTERMILL RD STE 404 | GREAT NECK | NY | 11021 | 311020010 | 501C3 | $14,077 |
| NORTH GREENVILLE UNIVERSITY | ||||||
| DIRECTOR OF FINANCIAL PLANNING BOX | TIGERVILLE | SC | 29688 | 570314406 | 501C3 | $8,000 |
| PARDEE MEMORIAL HOSPITAL FOUNDATION | ||||||
| 800 N JUSTICE STREET | HENDERSONVILLE | NC | 28791 | 561930028 | 501C3 | $295,151 |
| PISGAH LEGAL SERVICES | ||||||
| PO BOX 2276 | ASHEVILLE | NC | 28802 | 561191115 | 501C3 | $33,153 |
| SAINT JAMES EPISCOPAL CHURCH | ||||||
| 766 NORTH MAIN STREET | HENDERSONVILLE | NC | 28792 | 560682484 | 501C3 | $12,408 |
| SALVATION ARMY OF HENDERSON COUNTY | ||||||
| PO BOX 2387 | HENDERSONVILLE | NC | 28793 | 580660607 | 501C3 | $232,703 |
| SHRINERS HOSPITALS FOR CHILDREN - G | ||||||
| 950 WEST FARIS ST | GREENVILLE | SC | 29605 | 362193608 | 501C3 | $7,391 |
| SIXTH AVENUE PSYCHIATRICREHABILITAT | ||||||
| 522 KANUGA RD | HENDERSONVILLE | NC | 287395226 | 205599815 | 501C3 | $17,704 |
| THE HEALING PLACE INC | ||||||
| PO BOX 2461 | HENDERSONVILLE | NC | 28793 | 561667721 | 501C3 | $5,270 |
| THE MEDIATION CENTER ASHEVILLE OFF | ||||||
| 40 NORTH FRENCH BROAD AVE SUITE B | ASHEVILLE | NC | 28801 | 561424025 | 501C3 | $5,814 |
| THE VAGABOND SCHOOL OF THE DRAMA | ||||||
| PO BOX 310 | FLAT ROCK | NC | 28731 | 560571518 | 501C3 | $168,984 |
| UNITARIAN UNIVERSALIST FELLOWSHIP | ||||||
| 409 E PATTERSON ST | HENDERSONVILLE | NC | 28739 | 562001581 | 501C3 | $11,000 |
| UNITED WAY OF HENDERSON COUNTY | ||||||
| 50 SOUTH FRENCH BROAD AVE | ASHEVILLE | NC | 28801 | 560890133 | 501C3 | $57,102 |
| UNITED WAY OF TRANSYLVANIA COUNTY | ||||||
| PO BOX 53 | BREVARD | NC | 28712 | 237145022 | 501C3 | $14,401 |
| WAKE FOREST BAPTIST MEDICAL CENTER | ||||||
| MEDICAL CENTER BOULEVARD | WINSTONSALEM | NC | 27157 | 560552787 | 501C3 | $11,502 |
| WESTERN CAROLINA COMMUNITY ACTION | ||||||
| PO BOX 685 | HENDERSONVILLE | NC | 28793 | 560846319 | 501C3 | $20,450 |
| WESTERN NORTH CAROLINA AIDS PROJECT | ||||||
| P O BOX 2411 | ASHEVILLE | NC | 28802 | 581772685 | 501C3 | $5,092 |
| WORMSLOE INSTITUTE FOR ENVIRONMENTA | ||||||
| 22 W BRYAN STREET PMB 300 | SAVANNAH | GA | 31401 | 262900532 | 501C3 | $25,345 |
| YMCA OF WESTERN NORTH CAROLINA | ||||||
| 53 ASHELAND AVE STE 105 | ASHEVILLE | NC | 28801 | 560530013 | 501C3 | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 76 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 155 | RecipientCnt |
| Cash Grant | $265,300 | 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 | THE FOUNDATION AWARDS GRANTS THROUGH BOTH COMPETITIVE AND NON-COMPETITIVE PROCESS WITH THE GREATEST NUMBER OF GRANTS BEING NON-COMPETITIVE, INCLUDING DESIGNATED AND DONOR ADVISED GRANTS. GRANTS WERE AWARDED TO 243 ORGANIZATIONS REPRESENTING A BROAD SPECTRUM OF SERVICES. GRANTS ARE CATEGORIZED INTO EIGHT 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 DONORS' CHARITABLE INTERESTS. THIS BROAD SPECTRUM OF INVOLVEMENT IS ALSO USED TO INFORM AND ASSIST COMMUNITY PLANNING, PROVIDING COUNSEL TO DEVELOPING SERVICES IN OUR COMMUNITY, AND FASCILITATING COLLABORATION AMONG SERVICE PROVIDERS TO ENHANCE BOTH EFFECTIVENESS AND EFFICIENCIES. THIS FURTHER INFORMS DONORS OF KEY AREAS FOR SUPPORT. | 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 | $167,161 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | TRADING PRICE | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,600 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | 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 | TOTAL REPORTED FOR PART I, LINE 9, COLUMN (B) REFLECTS TOTAL NUMBER OF SEPARATE CONTRIBUTORS. IN SOME INSTANCES, A SINGLE CONTRIBUTOR DONATED STOCK ON MORE THAN ONE OCCASSION DURING THE YEAR. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | 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. |
| FORM 990, PAGE 2, PART III, LINE 4A | (CONTINUED FROM 990 PART III, LINE 4A) PHILANTHROPIC INTERESTS. THE FOUNDATION STRIVES TO CONNECT THOSE WHO HAVE PHILANTHROPIC RESOURCES TO THE ORGANIZATIONS AND CAUSES THAT MEET DONORS' CHARITABLE INTERESTS. THIS BROAD SPECTRUM OF INVOLVEMENT IS ALSO USED TO INFORM AND ASSIST COMMUNITY PLANNING, PROVIDING COUNSEL TO DEVELOPING SERVICES IN OUR COMMUNITY, AND FASCILITATING COLLABORATION AMONG SERVICE PROVIDERS TO ENHANCE BOTH EFFECTIVENESS AND EFFICIENCIES. THIS FURTHER INFORMS DONORS OF KEY AREAS FOR SUPPORT. |
| FORM 990, PAGE 6, PART VI | THE ORGANIZATION HAS ESTABLISHED AN EXECUTIVE COMMITTEE CONSISTING OF THE OFFICERS OF THE ORGANIZATION AND THE PRESIDENT/CEO WHO SERVES AS A NON- VOTING MEMBER OF THE COMMITTEE. THE COMMITTEE HAS AND MAY EXERCISE THE AUTHORITY OF THE FULL BOARD OF DIRECTORS IN THE MANAGEMENT OF THE ORGANIZATION BETWEEN MEETINGS OF THE BOARD OF DIRECTORS SUBJECT TO ANY LIMITATIONS IMPOSED BY THE BOARD, THE BYLAWS, OR BY LAW. THE EXECUTIVE COMMITTEE KEEPS MINUTES OF ITS PROCEEDINGS AND REPORTS TO THE BOARD OF DIRECTORS ON ACTIONS TAKEN. MINUTES OF MEETINGS OF THE EXECUTIVE COMMITTEE ARE PREPARED AND KEPT WITH THE RECORDS OF THE ORGANIZATION. |
| FORM 990, PAGE 6, PART VI, LINE 1A | THE EXECUTIVE COMMITTEE OF THE BOARD CONSISTS OF THE OFFICERS OF THE ORGANIZATION AND THE PRESIDENT/CEO WHO SERVES AS A NON-VOTING MEMBER. THE COMMITTEE HAS THE AUTHORITY OF THE BOARD OF DIRECTORS IN THE MANAGEMENT OF THE ORGANIZATION BETWEEN MEETINGS OF THE BOARD OF DIRECTORS SUBJECT TO ANY LIMITATIONS IMPOSED BY THE BOARD BY THE BYLAWS OR BY LAW. THE COMMITTEE KEEPS MINUTES OF ITS PROCEEDINGS AND REPORTS TO THE BOARD OF DIRECTORS ON ACTION TAKEN. MINUTES OF MEETINGS OF THE EXECUTIVE COMMITTEE ARE PREPARED AND KEPT WITH THE RECORDS OF THE ORGANIZATION. |
| FORM 990, PAGE 6, PART VI, LINE 2 | PAM ROGERS CHARLEY ROGERS BOARD MEMBER BOARD MEMBER FAMILY RELATIONSHIP LES BOYD STEVE GREENE BOARD MEMBER TREASURER FAMILY RELATIONSHIP |
| 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 PROVIDED TO EACH VOTING MEMBER OF THE GOVERNING BODY AT A SCHEDULED MEETING, WHERE THE RETURN WAS PRESENTED AND DISCUSSED BEFORE FILING WITH THE IRS. |
| FORM 990, PAGE 6, PART VI, LINE 12C | AT THE FIRST MEETING OF EACH FISCAL YEAR, EACH MEMBER OF THE BOARD OF DIRECTORS IS REQUIRED TO COMPLETE AND SIGN A CONFLICT OF INTEREST FORM, INCLUDING REQUESTS FOR SELF-DISCLOSURE DURING FUTURE VOTES AND ACTIONS. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE PRIMARY SOURCE FOR COMPARABILITY DATA IS THE "GRANTMAKER'S SALARY AND BENEFITS REPORT" PUBLISHED BY THE COUNCIL OF FOUNDATIONS. |
| FORM 990, PAGE 6, PART VI, LINE 15B | THE PRIMARY SOURCE FOR COMPARABILITY DATA IS THE "GRANTMAKER'S SALARY AND BENEFITS REPORT" PUBLISHED BY THE COUNCIL OF FOUNDATIONS. |
| FORM 990, PAGE 6, PART VI, LINE 19 | ALL GOVERNING DOCUMENTS ARE MAINTAINED ON FILE AND MADE AVAILABLE UPON REQUEST. FINANCIAL AUDIT RESULTS ARE PUBLISHED ON THE ORGANIZATION'S WEBSITE AND ARE MAINTAINED ON FILE. |
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