2014-11-06T13:33:59-06:00 2014-06-30 383828234 CARTER P C 48 PATTON AVE STE 400 ASHEVILLE NC 288013300 990 2013-07-01 561330792 COMMUNITY FOUNDATION OF HENDERSON COUNTY INC COMM 8286976224 PO BOX 1108 HENDERSONVILLE NC 28793 MCCRAY V BENSON PRESIDENT / CEO 8286976224 2014-11-05 true RUFUS DOLLAR P01293995 8282599900 2014-11-06 2013 2015-11-30 17:44:51Z MCCRAY V BENSON PO BOX 1108 HENDERSONVILLE NC 28793 7077602 false 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 COMMUNITY NEEDS. 18 18 7 80 0 3662048 1953209 0 3881286 2582942 88550 53764 7631884 4589915 2495800 2742380 0 505974 544167 0 104386 780617 774885 3782391 4061432 3849493 528483 77635127 88978421 2563222 2221291 75071905 86757130 X 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. false false 3178397 2477080 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. 344937 265300 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. 3523334 true true false false false true false false false true true true false false true true true false false false false false false false true false false true true false false false false false false false false false true false false false false false false false false true 12 0 true 7 true false false false false true true true true false false false false false false false X 18 18 true false false false false false false true true false false true true true true true true true true false X X X COMMUNITY FOUNDATION OF HENDERSON 8286976224 401 N MAIN STREET 3RD FLOOR HENDERSONVILLE NC 28793 RANDOLPH C ROMEO CHAIR 2.00 X X 0 0 0 JOHN BELL JR VICE CHAIR 2.00 X X 0 0 0 STEVE GREENE TREASURER 2.00 X X 0 0 0 LAURETTA COOK SECRETARY 2.00 X X 0 0 0 DAVID MARSHALL ASSIST TREAS 2.00 X X 0 0 0 JANA JOHNSON HUMLEKER PAST CHAIR 2.00 X X 0 0 0 LES BOYD III DIRECTOR 2.00 X 0 0 0 CINDY CAUSBY DIRECTOR 2.00 X 0 0 0 KEITH DALBEC DIRECTOR 2.00 X 0 0 0 TOM DARNALL DIRECTOR 2.00 X 0 0 0 GARY EBLEN DIRECTOR 2.00 X 0 0 0 CHUCK EDWARDS DIRECTOR 2.00 X 0 0 0 SHIRLEY MCGEE DIRECTOR 2.00 X 0 0 0 KIMBELA MCMINN DIRECTOR 2.00 X 0 0 0 RON PARTIN DIRECTOR 2.00 X 0 0 0 PAM ROGERS DIRECTOR 2.00 X 0 0 0 CHARLEY ROGERS DIRECTOR 2.00 X 0 0 0 KAYE YOUNGBLOOD DIRECTOR 2.00 X 0 0 0 MCCRAY BENSON PRESIDENT / 40.00 X 132519 0 17254 ROGER PRESS FINANCE DIRE 40.00 X 62993 0 2506 195512 19760 1 false false false 44095 1909114 168761 1953209 1611656 1611656 3444378 2473092 971286 971286 971286 24550 44095 14595 9955 9955 OTHER REVENUE 43809 43809 43809 4589915 2636706 2477080 2477080 265300 265300 202086 67579 106666 27841 233952 106156 87720 40076 11762 4686 5244 1832 64379 25651 28700 10028 31988 12745 14260 4983 10538 10538 25440 25440 59832 59832 50616 25308 25308 6637 969 3318 2350 80107 33626 35366 11115 38844 18906 16688 3250 22791 6837 15954 10700 3210 6420 1070 32848 11503 21345 7275 6989 286 ANNUITY PAYMENTS 386924 386924 OTHER EXPENSE 34558 16244 18314 STAFF DEVELOPMENT 7775 778 5442 1555 4061432 3523334 433712 104386 4120574 4432288 1767041 1255250 1987 1699 37339 48019 1178711 599489 608889 579222 65215302 76614534 5495995 5659409 388000 388000 77635127 88978421 73989 23766 208150 265300 2281083 1932225 2563222 2221291 X 1683876 2331126 17801339 27515094 55586690 56910910 75071905 86757130 77635127 88978421 528483 9868917 1287825 X false true X true false X 889096 998375 1866336 3662048 1953209 9369064 889096 998375 1866336 3662048 1953209 9369064 1411387 7957677 1468830 1765223 1447827 1751034 1611656 8044570 65194 56270 58225 62955 43809 286453 17700087 0.44960 0.37610 X PART II, LINE 10 OTHER INCOME 286,453 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 87 347026 1077875 14750490 true true 68992977 1737523 12217109 2012316 31823 838248 80065220 60904527 3275851 7566623 1950332 10876 737909 68992977 62309478 1671493 -838822 1990269 10876 276414 60904527 52211129 985247 11685459 1401984 10876 571213 62309477 47992822 610025 5548645 2584448 10876 527503 52211129 0.11940 0.85880 0.02180 false false 24300 24300 848935 442146 406789 223494 90863 132631 81982 66480 15502 579222 HEDGE FUNDS 5659409 F ALTERNATIVE INVESTMENTS F 5659409 ANNUITY PAYMENTS PAYABLE 1932225 LIFE ESTATE LIABILITY 1932225 X 14821115 9868917 530459 10399376 4421739 168176 168176 4589915 3911768 42249 42249 3869519 191913 191913 4061432 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 VINTAGE CAROLIN 68645 44095 24550 14595 68645 44095 24550 14595 14595 9955 false AGUDAS ISRAEL CONGREGATION 505 GLASGOW LN HENDERSONVILLE NC 28739 561150425 501C3 12648 ALL SOULS COUNSELING CENTER 35 ARLINGTON ST ASHEVILLE NC 28801 562200862 501C3 10000 APPALACHIAN SUSTAINABLE AGRICULTURE ASU BOX 32059 BOONE NC 286082059 061642769 501C3 10000 ARCHAEOLOGICAL INSTITUTE OF AMERICA 656 BEACON ST BOSTON MA 02215 135669180 501C3 50000 ARTS COUNCIL OF HENDERSON COUNTY 401 N MAIN ST STE 302 HENDERSONVILLE NC 28792 581430933 501C3 6197 ASHEVILLE ART MUSEUM PO BOX 1717 ASHEVILLE NC 288021717 566060776 501C3 11190 BAT CAVE BAPTIST CHURCH PO BOX 247 BAT CAVE NC 28710 561291944 501C3 21085 BLUE RIDGE COMMUNITY COLLEGE EDUCAT 180 WEST CAMPUS DRIVE FLAT ROCK NC 28731 510175113 501C3 24411 BLUE RIDGE COMMUNITY HEALTH SERVICE P O BOX 5151 HENDERSONVILLE NC 287935151 560794933 501C3 30997 BLUE RIDGE HUMANE SOCIETY 1214 GREENVILLE HWY HENDERSONVILLE NC 28792 566048726 501C3 91951 BLUEPRINT NORTH CAROLINA 2912 HIGHWOOD BLVD STE 204 RALEIGH NC 27605 272459538 501C3 10000 BOYS AND GIRLS CLUB OF HENDERSON CO PO BOX 1460 HENDERSONVILLE NC 28793 561803125 501C3 119338 CAREPARTNERS HEALTH SERVICES PO BOX 25338 ASHEVILLE NC 28813 562005198 501C3 10000 CASE ALUMNI ASSOCIATION FOUNDATION 10900 EUCLID AVE TOMLINSON HALL RM CLEVELAND OH 441067073 204435833 501C3 10000 CENTER FOR CULTURAL PRESERVATION I PO BOX 1066 FLAT ROCK NC 287311066 271043702 501C3 25000 CENTRAL UNITED METHODIST CHURCH 27 CHURCH STREET ASHEVILLE NC 28801 205446516 501C3 20000 CHILDREN & FAMILY RESOURCE CENTER O PO BOX 1105 HENDERSONVILLE NC 28793 562113878 501C3 54914 CHILDREN'S HOME SOCIETY OF NORTH CA 2200 EAST SEVENTH ST CHARLOTTE NC 28204 560529946 501C3 12500 CHIMNEY ROCK BAPTIST CHURCH 270 BOYS CAMP ROAD PO BOX 157 LAKE LURE NC 28746 560752157 501C3 10000 CITY OF HENDERSONVILLE 145 5TH AVE E HENDERSONVILLE NC 28792 123333333 GOV 20000 COMMUNITY FOUNDATION OF HENDERSON C PO BOX 1108 HENDERSONVILLE NC 28793 561330792 501C3 115728 COMMUNITY PARTNERSHIP FOR PETS INC PO BOX 1021 FLAT ROCK NC 28731 202972350 501C3 10400 EAST FLAT ROCK ROCK CARE CENTER PO BOX 475 FLAT ROCK NC 28726 561942796 501C3 8000 ECO OF HENDERSON COUNTY 611 N CHURCH ST STE 101 HENDERSONVILLE NC 28792 561732182 501C3 10576 EMORY UNIVERSITY SCHOOL OF MEDICINE OFFICE OF FINANCIAL AID 200 DOWMAN ATLANTA GA 30322 580566256 501C3 10000 FAIRFIELD MOUNTAIN CHAPEL 1384 BUFFALO CREEK ROAD LAKE LURE NC 28746 581494631 501C3 55000 FIRST CONGREGATIONAL CHURCH 1735 5TH AVENUE WEST HENDERSONVILLE NC 28739 124444444 501C3 5649 FIRST UNITED METHODIST CHURCH 204 6TH AVE W HENDERSONVILLE NC 28739 262664469 501C3 18345 FISH INC PO BOX 2411 HENDERSONVILLE NC 28793 581969979 501C3 5153 FLETCHER ACADEMY PO BOX 5440 FLETCHER NC 28732 561432644 501C3 9515 FOUR SEASONS HOSPICE 571 SOUTH ALLEN ROAD FLAT ROCK ROCK NC 28731 561252665 501C3 45733 FRIENDS OF HENDERSON COUNTY PUBLIC PO BOX 2317 HENDERSONVILLE NC 28793 566095455 501C3 74907 HANDS ON - A CHILD'S GALLERY PO BOX 481 HENDERSONVILLE NC 28793 830397594 501C3 8601 HELPING HAND DEVELOPMENTAL CENTER PO BOX 222 FLAT ROCK NC 287260222 510138781 501C3 10711 HENDERSON COUNTY CANCER SERVICE 600 CAROLINA VILLAGE ROAD HENDERSONVILLE NC 28792 237259362 501C3 5019 HENDERSON COUNTY COUNCIL ON AGING 105 KING CREEK BOULEVARD HENDERSONVILLE NC 28792 560936674 501C3 20559 HENDERSON COUNTY FREE MEDICAL CLINI 841 CASE ST HENDERSONVILLE NC 287926503 562212024 501C3 35721 HENDERSON COUNTY GENEALOGICAL & HIS 400 N MAIN ST HENDERSONVILLE NC 28792 561386421 501C3 5159 HENDERSON COUNTY PUBLIC LIBRARY 301 NORTH WASHINGTON STREET HENDERSONVILLE NC 28739 125555555 GOV 28991 HENDERSON COUNTY SOIL AND WATER CON 61 TRIPLE SPRINGS RD HENDERSONVILLE NC 28792 566000307 GOV 30000 HENDERSON COUNTY YOUNG LEADERS PROG PO BOX 751 HENDERSONVILLE NC 28793 260770191 501C3 18683 HENDERSONVILLE SYMPHONY ORCHESTRA PO BOX 1811 HENDERSONVILLE NC 287931811 561063207 501C3 26821 HOMEWARD BOUND OF WESTERN NORTH CAR PO BOX 1166 ASHEVILLE NC 28802 561568917 501C3 20000 IMMACULATE CONCEPTION CHURCH 208 SEVENTH AVENUE WEST HENDERSONVILLE NC 287913602 530196617 501C3 7269 INTERFAITH ASSISTANCE MINISTRY PO BOX 2562 HENDERSONVILLE NC 287932562 581556963 501C3 31524 JEWISH FAMILY SERVICES OF WNC INC 2 DOCTORS PARK STE E ASHEVILLE NC 28801 452497063 501C3 15000 KANUGA CONFERENCES INC PO BOX 250 HENDERSONVILLE NC 28793 560599223 501C3 5500 LATINO ADVOCACY COALITION 508 N GROVE ST HENDERSONVILLE NC 28792 562267574 501C3 10738 LIVE OAK PUBLIC LIBRARIES FOUNDATIO 2002 BULL ST SAVANNAH GA 31401 582367755 501C3 25345 MAHEC - MOUNTAIN AREA HEALTH EDUCAT 501 BILTMORE AVE ASHEVILLE NC 28801 561071426 501C3 6500 MAINSTAY 133 FIFTH AVENUE WEST HENDERSONVILLE NC 287925083 561469847 501C3 28964 MANNA FOOD BANK 627 SWANNANOA RIVER RD ASHEVILLE NC 288052445 581514800 501C3 21000 MEMORYCARE 100 FAR HORIZONS LANE ASHEVILLE NC 28803 562178294 501C3 5585 MINISTRY SEVEN DBA HENDERSONVILLE PO BOX 1512 HENDERSONVILLE NC 28793 561480173 501C3 33831 MUD CREEK BAPTIST CHURCH 403 RUTLEDGE DR HENDERSONVILLE NC 287396243 561242194 501C3 6300 MY PLACE PO BOX 1838 HENDERSONVILLE NC 28793 264621757 501C3 10000 NATIONAL ALLIANCE FOR RESEARCH SCHI 60 CUTTERMILL RD STE 404 GREAT NECK NY 11021 311020010 501C3 14077 NORTH GREENVILLE UNIVERSITY DIRECTOR OF FINANCIAL PLANNING BOX TIGERVILLE SC 29688 570314406 501C3 8000 PARDEE MEMORIAL HOSPITAL FOUNDATION 800 N JUSTICE STREET HENDERSONVILLE NC 28791 561930028 501C3 295151 PISGAH LEGAL SERVICES PO BOX 2276 ASHEVILLE NC 28802 561191115 501C3 33153 SAINT JAMES EPISCOPAL CHURCH 766 NORTH MAIN STREET HENDERSONVILLE NC 28792 560682484 501C3 12408 SALVATION ARMY OF HENDERSON COUNTY PO BOX 2387 HENDERSONVILLE NC 28793 580660607 501C3 232703 SHRINERS HOSPITALS FOR CHILDREN - G 950 WEST FARIS ST GREENVILLE SC 29605 362193608 501C3 7391 SIXTH AVENUE PSYCHIATRICREHABILITAT 522 KANUGA RD HENDERSONVILLE NC 287395226 205599815 501C3 17704 THE HEALING PLACE INC PO BOX 2461 HENDERSONVILLE NC 28793 561667721 501C3 5270 THE MEDIATION CENTER ASHEVILLE OFF 40 NORTH FRENCH BROAD AVE SUITE B ASHEVILLE NC 28801 561424025 501C3 5814 THE VAGABOND SCHOOL OF THE DRAMA PO BOX 310 FLAT ROCK NC 28731 560571518 501C3 168984 UNITARIAN UNIVERSALIST FELLOWSHIP 409 E PATTERSON ST HENDERSONVILLE NC 28739 562001581 501C3 11000 UNITED WAY OF HENDERSON COUNTY 50 SOUTH FRENCH BROAD AVE ASHEVILLE NC 28801 560890133 501C3 57102 UNITED WAY OF TRANSYLVANIA COUNTY PO BOX 53 BREVARD NC 28712 237145022 501C3 14401 WAKE FOREST BAPTIST MEDICAL CENTER MEDICAL CENTER BOULEVARD WINSTONSALEM NC 27157 560552787 501C3 11502 WESTERN CAROLINA COMMUNITY ACTION PO BOX 685 HENDERSONVILLE NC 28793 560846319 501C3 20450 WESTERN NORTH CAROLINA AIDS PROJECT P O BOX 2411 ASHEVILLE NC 28802 581772685 501C3 5092 WORMSLOE INSTITUTE FOR ENVIRONMENTA 22 W BRYAN STREET PMB 300 SAVANNAH GA 31401 262900532 501C3 25345 YMCA OF WESTERN NORTH CAROLINA 53 ASHELAND AVE STE 105 ASHEVILLE NC 28801 560530013 501C3 15000 76 SCHOLARSHIPS 155 265300 SCHEDULE I, PAGE 1, PART I, LINE 2 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. X 10 167161 TRADING PRICE X 1 1600 FAIR MARKET VALUE false true false SCHEDULE M, PAGE 2, PART II 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. 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.