2012-12-18T14:38:38-07:00 2012-06-30 990 2011-07-01 561330792 COMMUNITY FOUNDATION OF HENDERSON COUNTY INC COMM 8286976224 PO Box 1108 Hendersonville NC 28793 McCray V Benson 8286976224 2012-12-13 2011 2016-03-07 17:11:31Z McCray V Benson PO Box 1108 Hendersonville NC 28793 20495695 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 community needs. 16 16 6 81 0 0 998375 1866336 0 0 2091454 2162624 48358 96051 3138187 4125011 2405532 2390793 0 0 415716 472282 0 0 97126 990584 835063 3811832 3698138 -673645 426873 71832142 69187604 3300797 2849162 68531345 66338442 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 3101629 2265006 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. 125787 125787 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 82 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 2011-2012 academic awards and scholarships were awarded to 122 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 3227416 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 0 1 0 0 1 6 1 0 0 0 0 1 1 1 1 0 0 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 Jana Humleker 4.0 X X 0 0 0 Randolph Romeo 2.00 X X 0 0 0 Gus Campano 2.00 X X 0 0 0 George Bond 2.00 X X 0 0 0 Vaughan Matthews 2.00 X X 0 0 0 Lauretta Sthreshley 2.00 X X 0 0 0 John Bell Jr 2.00 X 0 0 0 Keith Dalbec 2.00 X 0 0 0 Kristin Huntley 2.00 X 0 0 0 Pam Prather 2.00 X 0 0 0 Shirley McGee 2.00 X 0 0 0 Kimbela McMinn 2.00 X 0 0 0 Ron Partin 2.00 X 0 0 0 Stan Shelly 2.00 X 0 0 0 Steve Greene 4.00 X X 0 0 0 Charley Rogers 2.00 X 0 0 0 McCray V Benson 40.00 X X 126269 0 11375 Kathryn McConnell 40.00 X 63887 0 10409 Roger Press 40.00 X 60314 0 0 250470 0 21784 1 0 0 0 0 0 0 3353 0 0 1862983 68514 1866336 0 1444827 0 0 1444827 0 0 0 0 0 0 0 0 0 0 17071038 0 16353241 0 717797 0 717797 717797 0 0 58225 3353 17443 40782 0 40782 Other Revenue 900099 55269 55269 0 0 0 0 0 0 55269 4125011 773066 0 1485609 2265006 2265006 125787 125787 0 0 0 0 191118 64438 81354 45326 191048 94333 79205 17510 11465 4734 4838 1893 50298 20770 21222 8306 28353 11708 11963 4682 0 0 0 0 0 0 0 0 23285 0 23285 0 0 0 0 0 0 0 190138 162683 27455 0 128 0 128 0 7426 1009 3713 2704 37265 17799 13946 5520 48094 22936 22133 3025 0 0 0 0 18368 5510 12858 0 8143 2443 4886 814 0 0 0 0 9742 1318 6548 1876 0 0 0 0 0 0 0 0 43693 10876 32817 0 6426 0 6150 276 Annuity Payments 397413 397413 0 0 Telephone 10267 6674 2053 1540 Dues & Subscriptions 11449 6992 2965 1492 Communications 21301 4367 14772 2162 1925 620 1305 0 3698138 3227416 373596 97126 0 4439759 4046446 1700363 1554484 2476 4781 0 0 0 0 28977 41934 1291687 642739 665781 648948 64606786 62503011 0 0 388000 388000 0 0 0 0 71832142 69187604 40999 58906 191050 155000 0 0 0 0 0 0 0 0 0 0 0 0 3068748 2635256 3300797 2849162 X 3093463 1244684 13519111 11644387 51918771 53449371 68531345 66338442 71832142 69187604 X 426873 -2619776 X 0 1 1 X 0 X 3815870 1893494 889096 998375 1866336 9463171 0 0 0 0 0 0 0 0 0 0 0 0 3815870 1893494 889096 998375 1866336 9463171 2582946 6880225 1711136 2114065 1468830 1765223 1447827 8507081 54498 24304 65194 56270 58225 258491 18228743 47330 0.37744 0.41181 X Annual Board sponsored fund-raising events. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 89 0 178574 0 664220 0 13280781 0 1 1 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 0.1367 0.7469 0.1164 0 0 0 24300 24300 0 848935 397267 451668 0 230947 79977 150970 0 187505 165495 22010 0 0 0 0 648948 0 Annuity Payments Payable 2526262 Life Estate Liability 108994 2635256 4125011 3698138 426873 -3140943 0 0 0 841067 -2299876 -1873003 1636311 -3140943 0 0 34237 -3106706 4743017 0 -618006 -618006 4125011 3509314 0 0 0 0 0 3509314 0 188824 188824 3698138 SchD_P05_S00_L04 Schedule D, Part V, Line 4 The Foundation's endowment funds are established to provide pepetual support for various organizations in furtherance of their individual missions. Endowment funds also provide support for annual scholarships. SchD_P11_S00_L08 Schedule D, Part XI, Line 8 Change in split interest agreements 521,167. Realized gains on agency investments -8,244. Unrealized Gain on agency investments 207,294. Agency contributions -950. Agency investment income -101,261. Agency management fees 44,807. Agency grants 178,254. SchD_P12_S00_L02d Schedule D, Part XII, Line 2d Agency management fees 34,237 SchD_P12_S00_L04b Schedule D, Part XII, Line 4b Realized and unrealized gains and losses on agency investments -199,050. Agency contributions 950. Agency Investment Income 101,261. Change in split interest agreements -521,167. SchD_P13_S00_L04b Schedule D, Part XIII, Line 4b Agency grants 178,254. Agency Investment consulting fees 10,570. Vintage Carolina 61578 3353 58225 0 0 3496 6536 375 7036 0 0 61578 3353 58225 0 0 3496 6536 375 7036 17443 40782 1 All Saints Anglican Church 15 McDowell Road Mills River NC 287592079 561969028 501(c)(3) 5513 Religious Programs American Red Cross - Henderson County 203 2nd Ave East Hendersonville NC 287925016 530196805 501(c)(3) 11540 Human Services Bat Cave Baptist Church PO Box 247 Bat Cave NC 287100247 561291944 Other 21175 Religious Programs Black Mountain Home for Children Youth and Families 80 Lake Eden Rd Black Mountain NC 28711 560538018 501(c)(3) 10000 Human Services Blue Ridge Community College Educational Foundation 180 West Campus Drive Flat Rock NC 28731 510175113 501(c)(3) 20848 Education Blue Ridge Community Health Services PO Box 5151 Hendersonville NC 287935151 560794933 501(c)(3) 33797 Health Blue Ridge Humane Society 1214 Greenville Hwy Hendersonville NC 28792 566048726 501(c)(3) 109524 Animal Care Blue Ridge Literacy Council PO Box 1728 Hendersonville NC 28793 561691110 501(c)(3) 10958 Human Services Boys and Girls Club of Henderson County PO Box 1460 Hendersonville NC 287931460 561803125 501(c)(3) 92515 Human Services Carolina Mountain Land Conservancy 847 Case St Hendersonville NC 28792 566449365 501(c)(3) 23446 Conservation Case Alumni Association Case School of Engineering 10602 Chester Ave Suite 309 Cleveland OH 441062240 200401095 501(c)(3) 10000 Education Central United Methodist Church 27 Church Street Asheville NC 28801 205446516 Other 20000 Religious Programs Children & Family Resource Center of Henderson County PO Box 1105 Hendersonville NC 287931105 562113878 501(c)(3) 43468 Human Services Chimney Rock Baptist Church PO Box 157 Lake Lure NC 28746 560752157 Other 20000 Religious Programs Community Foundation of Henderson County PO Box 1108 Hendersonville NC 287931108 561330792 501(c)(3) 75835 Civic & Community Community Partnership for Pets Inc PO Box 1021 Flat Rock NC 28731 202972350 501(c)(3) 10439 Animal Care East Flat Rock Care Center PO Box 475 East Flat Rock NC 28726 561942796 501(c)(3) 8000 Human Services ECO of Henderson County 121 Third Avenue West Suite 4 Hendersonville NC 28792 561732182 501(c)(3) 20222 Conservation Eliada Foundation Inc PO Box 16708 Asheville NC 288169989 810620535 501(c)(3) 21000 Human Services Emory University School of Medicine Woodruff Memorial Building Suite 6000 PO Drawer V Atlanta GA 30322 580566256 501(c)(3) 10000 Health Fairfield Mountain Chapel 1384 Buffalo Creek Road Lake Lure NC 28746 581494631 Other 35000 Religious Programs First United Methodist Church of Hendersonville Inc 204 Sixth Avenue West Hendersonville NC 28739 262664469 Other 18298 Religious Programs FISH Inc PO Box 2411 Hendersonville NC 28793 581969979 501(c)(3) 5548 Human Services Flat Rock Playhouse PO Box 310 Flat Rock NC 287310310 560571518 501(c)(3) 27778 Arts & Culture Fletcher Academy PO Box 5440 Fletcher NC 28732 561432644 501(c)(3) 10508 Education Four Seasons Hospice and Palliative Care 571 South Allen Road Flat Rock NC 28731 561252665 501(c)(3) 40705 Human Services Friends of Henderson County Public Library 301 North Washington Street Hendersonville NC 28739 566095455 501(c)(3) 80698 Civic & Community Friends of Morgantina Et Al 3270 Horseshoe Bend Rd Charlottesville VA 22901 264602795 501(c)(3) 10143 Arts & Culture Friends of the Mills River Library Inc 248 N Mills River Rd Mills River NC 28759 342053024 501(c)(3) 10055 Civic & Community Grace Lutheran Church 1245 Sixth Avenue West Hendersonville NC 28791 561134664 Other 6538 Religious Programs Hands On - A Child's Gallery PO Box 481 Hendersonville NC 28793 830397594 501(c)(3) 5720 Education Helping Hand Developmental Center PO Box 222 East Flat Rock NC 287260222 510138781 501(c)(3) 12877 Human Services Henderson County Cancer Service 600 Carolina Village Road Hendersonville NC 28792 237259362 501(c)(3) 5281 Human Services Henderson County Council on Aging Inc 105 King Creek Blvd Hendersonville NC 28792 560936674 501(c)(3) 5742 Human Services Henderson County Free Medical Clinic Inc 841 Case St Hendersonville NC 287926503 562212024 501(c)(3) 46001 Human Services Henderson County Genealogical & Historical Society Inc 400 N Main St Hendersonville NC 287924901 561386421 501(c)(3) 7327 Other Henderson County Hunger Coalition PO Box 6151 Hendersonville NC 287936151 581491454 501(c)(3) 6673 Human Services Henderson County Public Library 301 North Washington Street Hendersonville NC 28739 566000307 509(a)(1) 30786 Civic & Community Henderson County Young Leaders Program Inc PO Box 751 Hendersonville NC 28793 260770191 501(c)(3) 15996 Civic & Community Hendersonville Rescue Mission PO Box 1512 Hendersonville NC 287931512 581480173 501(c)(3) 27608 Human Services Hendersonville Symphony Orchestra PO Box 1811 Hendersonville NC 287931811 561063207 501(c)(3) 47212 Arts & Culture Historic Flat Rock Inc PO Box 295 Flat Rock NC 287318583 237003502 501(c)(3) 5650 Civic & Community Housing Assistance Corporation PO Box 2057 Hendersonville NC 28793 581831757 501(c)(3) 5977 Human Services Immaculate Conception Church 208 Seventh Avenue West Hendersonville NC 287913602 530196617 501(c)(3) 6545 Religious Programs Interfaith Assistance Ministry PO Box 2562 Hendersonville NC 287932562 581556963 501(c)(3) 35933 Human Services Irene Wortham Center 916 West Chapel Road Asheville NC 28803 560733452 501(c)(3) 15000 Human Services Mainstay 133 Fifth Avenue West Hendersonville NC 28792 561469847 501(c)(3) 34356 Human Services Manna Food Bank 627 Swannanoa River Rd Asheville NC 288052445 581514800 501(c)(3) 11000 Human Services National Alliance for Research of Schizophrenia & Depression 60 Cuttermill Rd Ste 404 Great Neck NY 11021 311020010 501(c)(3) 15543 Health Pardee Memorial Hospital Foundation Inc 800 North Justice Street Hendersonville NC 287913410 561930028 501(c)(3) 283573 Health Park Ridge Health Foundation Park Ridge Hospital 100 Hospital Dr Dept 867 Hendersonville NC 28792 592219301 501(c)(3) 20787 Health Pisgah Legal Services PO Box 2276 Asheville NC 288022276 561191115 501(c)(3) 47377 Human Services Saint James Episcopal Church 766 North Main Street Hendersonville NC 287923612 560682484 Other 45198 Religious Programs Saluda Medical Center Inc 86 Greenville Street Saluda NC 28773 510161606 501(c)(3) 17600 Health Salvation Army of Henderson County PO Box 2387 Hendersonville NC 28793 580660607 501(c)(3) 255509 Human Services Savannah Philharmonic Corporation 30 W Broughton St Suite 205 Savannah GA 31401 264016312 501(c)(3) 10143 Arts & Culture Sixth Avenue Psychiatric and Rehabilitation Partners 714 6th Ave W Hendersonville NC 287394114 205599815 501(c)(3) 30502 Health TEAM ECCO Inc 1217 Forest Hill Drive Hendersonville NC 28791 200260187 501(c)(3) 10000 Human Services Telfair Museums PO Box 10081 Savannah GA 31412 580610074 501(c)(3) 15285 Civic & Community The Arts Council of Henderson County PO Box 767 Hendersonville NC 28792 581430933 501(c)(3) 5323 Arts & Culture The Charlottesville Symphony Society PO Box 4206 Charlottesville VA 22905 541800245 501(c)(3) 10143 Arts & Culture The Healing Place Inc PO Box 2461 Hendersonville NC 287932461 561667721 501(c)(3) 7359 Human Services Transylvania Habitat for Humanity PO Box 1071 Brevard NC 287121071 581581118 501(c)(3) 20000 Human Services United Way of Henderson County PO Box 487 Hendersonville NC 287930487 560890133 501(c)(3) 62437 Civic & Community United Way of Transylvania County PO Box 53 Brevard NC 28712 237145022 501(c)(3) 14188 Human Services Virginia Chamber Music Foundation PO Box 141 Charlottesville VA 22902 542000976 501(c)(3) 10143 Arts & Culture Western Carolina Friends of Ambucs 121 Windham Way Hendersonville NC 28739 203692486 501(c)(3) 6200 Human Services YMCA of Henderson County 810 Sixth Avenue West Hendersonville NC 287394138 560671364 501(c)(3) 30759 Civic & Community Etowah United Methodist Church PO Box 1268 Etowah NC 28729 000000000 Other 5500 0 Religious Programs First Congregational Church 1735 5th Avenue West Hendersonville NC 287394013 000000000 Other 5462 0 Religious Programs 60 10 Scholarships 122 125787 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 8 68514 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_L05 Form 990, Part XI, Line 5 Change in split interest agreements 521,166. Net realized and unrealized gain or loss on investments -3,140,942.