COMMUNITY FOUNDATION OF BURKE COUNTY: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOUNDATION OF BURKE COUNTY (EIN 56-2170220)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-09-03
- IRS object ID
- 201342469349300209
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2013-09-03T09:54:41-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARTER P C | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 562170220 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOUNDATION OF BURKE | BusinessNameLine1 |
| Business Name Line2 | COUNTY INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | COMM | NameControl |
| Phone | 8284377105 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1156 | AddressLine1 |
| City | MORGANTON | City |
| State | NC | State |
| ZIP Code | 286801156 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PHILLIP E CHURCH | Name |
| Title | TREASURER | Title |
| Phone | 8284377105 | Phone |
| Date Signed | 2013-06-05 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TERRY A LILES | Name |
| Phone | 8282599900 | Phone |
| Date Prepared | 2013-09-03 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | CAROLINE M AVERY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1156 | AddressLine1 |
| City | MORGANTON | City |
| State | NC | State |
| ZIP Code | 286801156 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 5623962 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CFBURKECOUNTY.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1998 | YearFormation |
| State Legal Domicile | NC | StateLegalDomicile |
| Activity Or Mission Description | A PERMANENT FOUNDATION WHICH RECEIVES GIFTS, GRANTS AND BEQUESTS FOR THE PURPOSE OF MAKING CHARITABLE DONATIONS TO APPROVED ORGANIZATIONS 501(C)(3) AND GENERALLY TO PERFORM ALL ACTS WHICH MAY BE DEEMED NECESSARY OR EXPEDIANT TO DEVELOP CHARITABLE CAPITAL FOR BURKE COUNTY, NORTH CAROLINA. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 3 | TotalNbrEmployees |
| Total Nbr Volunteers | 50 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 796925 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 749401 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 434155 | InvestmentIncomePriorYear |
| Investment Income Current Year | 548874 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 3393 | OtherRevenuePriorYear |
| Other Revenue Current Year | 25932 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1234473 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1324207 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 608327 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 641404 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 88823 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 94846 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 19406 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 122768 | OtherExpensePriorYear |
| Other Expenses Current Year | 142537 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 819918 | TotalExpensesPriorYear |
| Total Expenses Current Year | 878787 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 414555 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 445420 | RevenuesLessExpensesCY |
| Total Assets BOY | 11669301 | TotalAssetsBOY |
| Total Assets EOY | 12835403 | TotalAssetsEOY |
| Total Liabilities BOY | 14969 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 14911 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 11654332 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 12820492 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | A PERMANENT FOUNDATION WHICH RECEIVES GIFTS, GRANTS AND BEQUESTS FOR THE PURPOSE OF MAKING CHARITABLE DONATIONS TO APPROVED ORGANIZATIONS 501(C)(3) AND GENERALLY TO PERFORM ALL ACTS WHICH MAY BE DEEMED NECESSARY OR EXPEDIANT TO DEVELOP CHARITABLE CAPITAL FOR BURKE COUNTY, NORTH CAROLINA. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 798540 | Expense |
| Grants | 641404 | Grants |
| Description | THE FOUNDATION MADE CHARITABLE DONATIONS TO APPROVED ORGANIZATIONS. | Description |
| Total Program Service Expense | 798540 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | true | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 3 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | TONI L NADEAU | NamePerson |
| Telephone Number | 8284377105 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 N KING STREET | AddressLine1 |
| City | MORGANTON | City |
| State | NC | State |
| ZIP Code | 28655 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (16 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| MARTHA MCMURRAY-RUSS | ||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| WILLIAM M BRINKLEY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| J ROUNTREE COLLETT JR | ||||||
| VICE PRESIDE | 1.00 | X | X | 0 | 0 | 0 |
| LE N ERWIN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DORIS L FULLWOOD | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| PHILLIP E CHURCH | ||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| MARCUS W H MITCHELL JR | ||||||
| PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| SUSAN C POLLPETER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DIANA SPANGLER-CRAWFORD | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BENJAMIN S SUCCOP | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| EDWARD D WALL | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| OTTO HWOERNER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SUSAN L HAIRE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DONALD J MCCALL | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| V OTIS WILSON JR | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CAROLINE M AVERY | ||||||
| EXEC DIRECTO | 40.00 | X | 43635 | 0 | 1309 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 43635 | TotalReportableCompFromOrg |
| Total Other Compensation | 1309 | TotalOtherCompensation |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| All Other Contributions | 749401 | AllOtherContributions |
| Total Contributions | 749401 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 327958 | TotalRevenueColumn |
| Exclusion | $327,958 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4520671 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4299755 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 220916 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 220916 | TotalRevenueColumn |
| Related Or Exempt Function Income | 220916 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Total Revenue Column | 25932 | TotalRevenueColumn |
| Related Or Exempt Function Income | 25932 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 25932 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1324207 | TotalRevenueColumn |
| Related Or Exempt Function Income | 246848 | RelatedOrExemptFunctionIncome |
| Exclusion | $327,958 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 605454 | Total |
| Program Services | 605454 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35950 | Total |
| Program Services | 35950 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43635 | Total |
| Program Services | 21818 | ProgramServices |
| Management And General | 21817 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38049 | Total |
| Program Services | 19024 | ProgramServices |
| Management And General | 19025 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6913 | Total |
| Program Services | 3456 | ProgramServices |
| Management And General | 3457 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6249 | Total |
| Program Services | 3124 | ProgramServices |
| Management And General | 3125 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12862 | Total |
| Program Services | 6431 | ProgramServices |
| Management And General | 6431 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 81278 | Total |
| Program Services | 81278 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1260 | Total |
| Program Services | 630 | ProgramServices |
| Management And General | 630 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23135 | Total |
| Program Services | 11567 | ProgramServices |
| Management And General | 11568 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4075 | Total |
| Program Services | 2037 | ProgramServices |
| Management And General | 2038 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 976 | Total |
| Program Services | 488 | ProgramServices |
| Management And General | 488 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 591 | Total |
| Program Services | 295 | ProgramServices |
| Management And General | 296 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| OTHER | 6873 | 3436 | 3437 |
| PLEDGE CANCELLATIONS | 4380 | 4380 | |
| TELEPHONE | 3661 | 1830 | 1831 |
| DUES AND SUBSCRIPTIONS | 3105 | 1552 | 1553 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 341 | Total |
| Program Services | 170 | ProgramServices |
| Management And General | -19235 | ManagementAndGeneral |
| Fundraising | 19406 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 878787 | Total |
| Program Services | 798540 | ProgramServices |
| Management And General | 60841 | ManagementAndGeneral |
| Fundraising | 19406 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2698 | BOY |
| EOY | 8422 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 543660 | BOY |
| EOY | 709035 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56467 | BOY |
| EOY | 21564 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 996 | BOY |
| EOY | 2873 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 26856 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 26748 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1084 | BOY |
| EOY | 108 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11053060 | BOY |
| EOY | 12082065 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11336 | BOY |
| EOY | 11336 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11669301 | BOY |
| EOY | 12835403 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5969 | BOY |
| EOY | 4036 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9000 | BOY |
| EOY | 10875 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14969 | BOY |
| EOY | 14911 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 613568 | BOY |
| EOY | 956213 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10960764 | BOY |
| EOY | 11774279 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 80000 | BOY |
| EOY | 90000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11654332 | BOY |
| EOY | 12820492 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11669301 | BOY |
| EOY | 12835403 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 445420 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 720740 | ReconciliationUnrealizedInvest |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2625809 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1167041 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 825811 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 796925 | CurrentTaxYearMinus1Year |
| Current Tax Year | 749401 | CurrentTaxYear |
| Total | 6164987 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2625809 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1167041 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 825811 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 796925 | CurrentTaxYearMinus1Year |
| Current Tax Year | 749401 | CurrentTaxYear |
| Total | 6164987 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 546635 | AmountsSubstContributorsTotal |
| Public Support Total170 | 5618352 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 486030 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 231756 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 238462 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 286684 | CurrentTaxYearMinus1Year |
| Current Tax Year | 327958 | CurrentTaxYear |
| Total | 1570890 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 870 | CurrentTaxYearMinus2Years |
| Total | 870 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 7736747 | TotalSupport |
| Gross Receipts From Admissions Etc | 25932 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.72620 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.75700 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 17 | NumberDAFsHeld |
| Number Funds Held | 71 | NumberFundsHeld |
| Donor Advised Contributions | 499916 | DonorAdvisedContributions |
| Contrib To Funds And Other Accounts | 230525 | ContribToFundsAndOtherAccounts |
| Grants Paid From Donor Funds | 211087 | GrantsPaidFromDonorFunds |
| Grants Funds And Other Accounts | 414750 | GrantsFundsAndOtherAccounts |
| Aggregate DAF Value | 615031 | AggregateDAFValue |
| Aggregate Fund Value | 12007096 | AggregateFundValue |
| Disclosed Orgs Legal Control | true | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | true | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11168952 | BeginningOfYearBalance |
| Contributions | 230700 | Contributions |
| Investment Earnings Or Losses | 1073560 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 414750 | GrantsOrScholarships |
| Other Expenditures | 51366 | OtherExpenditures |
| End Of Year Balance | 12007096 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11291279 | BeginningOfYearBalance |
| Contributions | 668268 | Contributions |
| Investment Earnings Or Losses | -374388 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 396269 | GrantsOrScholarships |
| Other Expenditures | 19938 | OtherExpenditures |
| End Of Year Balance | 11168952 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10103560 | BeginningOfYearBalance |
| Contributions | 465059 | Contributions |
| Investment Earnings Or Losses | 1236038 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 309303 | GrantsOrScholarships |
| Other Expenditures | 204075 | OtherExpenditures |
| End Of Year Balance | 11291279 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8006920 | BeginningOfYearBalance |
| Contributions | 889264 | Contributions |
| Investment Earnings Or Losses | 1638327 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 279423 | GrantsOrScholarships |
| Other Expenditures | 151528 | OtherExpenditures |
| End Of Year Balance | 10103560 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7286188 | BeginningOfYearBalance |
| Contributions | 2341974 | Contributions |
| Investment Earnings Or Losses | -1285973 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 231638 | GrantsOrScholarships |
| Other Expenditures | 103631 | OtherExpenditures |
| End Of Year Balance | 8006920 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.01190 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.00750 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.98060 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 26856 | OtherCostOrOtherBasis |
| Depreciation | 26748 | Depreciation |
| Book Value | 108 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 108 | TotalOfBookValueLandBuildings |
| Tot Revenue Etc Audited Fincl Stmt | 2061889 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 720740 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 16942 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 737682 | RevenueNotRptdF990 |
| Revenue Subtotal | 1324207 | RevenueSubtotal |
| Total Revenue Per Form990 | 1324207 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 895729 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 16942 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 16942 | ExpensesNotRptdF990 |
| Expenses Subtotal | 878787 | ExpensesSubtotal |
| Total Expenses Per Form990 | 878787 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | LIABILITY UNDER FIN 48 FOOTNOTE | Identifier |
| Return Reference | SCHEDULE D, PAGE 3, PART X | ReturnReference |
| Explanation | THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT ON NET INCOME DERVIED 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. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (38 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||||
| 305-A W UNION STREET | MORGANTON | NC | 28655 | 566000045 | 3 | 9486 | HEALTH |
| BARIUM SPRINGS HOME FOR CHILDREN | |||||||
| PO BOX 1 | BARIUM SPRINGS | NC | 28010 | 560529993 | 3 | 9764 | HUMAN SERVICES |
| BLUE RIDGE COMMUNITY ACTION INC | |||||||
| 800 N GREEN ST | MORGANTON | NC | 28655 | 581505917 | 3 | 12511 | HUMAN SERVICES |
| BURKE CHARITABLE PROPERTIES INC | |||||||
| PO BOX 642 | MORGANTON | NC | 28680 | 562121201 | 3 | 12390 | HUMAN SERVICES |
| BURKE COUNCIL ON ALCOHOLISMCHEM DE | |||||||
| 203 WHITE STREET | MORGANTON | NC | 28655 | 560862624 | 3 | 21819 | HEALTH |
| BURKE COUNTY UNITED WAY | |||||||
| 301 E MEETING STREET | MORGANTON | NC | 28655 | 560929553 | 3 | 10243 | HUMAN SERVICES |
| BURKE COUNTY PUBLIC SCHOOLS | |||||||
| 700 EAST PARKER ROAD | MORGANTON | NC | 28680 | 3 | 10000 | EDUCATION | |
| BURKE HOSPICE & PALLIATIVE CARE INC | |||||||
| 1721 ENON ROAD | VALDESE | NC | 28690 | 561316395 | 3 | 22571 | HEALTH |
| BURKE UNITED CHRISTIAN MINISTRIES | |||||||
| 305- B W UNION STREET | MORGANTON | NC | 28655 | 591771449 | 3 | 31981 | HUMAN SERVICES |
| CALDWELL ARTS COUNCIL INC | |||||||
| PO BOX 1613 | LENOIR | NC | 28645 | 561192344 | 3 | 5461 | ARTS & HUMANITIES |
| DENTON'S CHAPEL UNITED METHODIST CH | |||||||
| 5358 DENTONS CHAPEL ROAD | MORGANTON | NC | 28655 | 561452564 | 3 | 9199 | RELIGION |
| EAST BURKE CHRISTIAN MINISTRIES | |||||||
| 204 S CENTER STREET | HILDEBRAN | NC | 28637 | 581486676 | 3 | 10000 | HUMAN SERVICES |
| EXPLORING JOARA FOUNDATION | |||||||
| PO BOX 296 | MORGANTON | NC | 28680 | 261074825 | 3 | 8500 | ARTS & HUMANITIES |
| FIRST BAPTIST CHURCH OF MORGANTON | |||||||
| PO BOX 459 | MORGANTON | NC | 28680 | 560623954 | 3 | 6521 | RELIGION |
| FIRST CHURCH OF GOD OF DREXEL | |||||||
| PO BOX 218 | DREXEL | NC | 28619 | 560965075 | 3 | 6500 | RELIGION |
| FIRST PRESBYTERIAN CHURCH OF MORGAN | |||||||
| 100 SILVER CREEK ROAD | MORGANTON | NC | 28655 | 560623927 | 3 | 8743 | RELIGION |
| FIRST UNITED METHODIST CHURCH | |||||||
| 200 NORTH KING STREET | MORGANTON | NC | 28655 | 560554225 | 3 | 10299 | RELIGION |
| FOOTHILLS CONSERVANCY OF NC | |||||||
| 135 1/2 W UNION STREET | MORGANTON | NC | 28655 | 561947390 | 3 | 20069 | ENVIRONMENT/ANIMAL |
| GOOD SAMARITAN CLINIC | |||||||
| 305 W UNION STREET | MORGANTON | NC | 28655 | 561939030 | 3 | 57641 | HEALTH |
| HABITAT FOR HUMANITY | |||||||
| PO BOX 352 | MORGANTON | NC | 28680 | 561608119 | 3 | 7389 | HUMAN SERVICES |
| HILDEBRAN UNITED METHODIST CHURCH | |||||||
| 203 1ST STREET SW | HILDEBRAN | NC | 28637 | 3 | 7500 | NUTRITION OUTREACH | |
| HISTORIC BURKE FOUNDATION INC | |||||||
| PO BOX 915 | MORGANTON | NC | 28680 | 581466435 | 3 | 7433 | ARTS & HUMANITIES |
| HISTORY MUSEUM OF BURKE COUNTY | |||||||
| PO BOX 416 | MORGANTON | NC | 28680 | 134253836 | 3 | 10600 | ARTS & HUMANITIES |
| INTERVARSITY CHRISTIAN FELLOWSHIP-U | |||||||
| 3604 ROBIN CIRCLE | BIRMINGHAM | AL | 35242 | 362171714 | 3 | 10600 | RELIGION |
| LIBRARY FOUNDATION OF BURKE COUNTY | |||||||
| 204 S KING STREET | MORGANTON | NC | 28655 | 562258235 | 3 | 15951 | ARTS & HUMANITIES |
| MORGANTON DAY SCHOOL | |||||||
| 305 W CONCORD STREET | MORGANTON | NC | 28655 | 561226558 | 3 | 5792 | EDUCATION |
| OPTIONS INC | |||||||
| PO BOX 2512 | MORGANTON | NC | 28680 | 581599166 | 3 | 18750 | HUMAN SERVICES |
| OUTREACH CENTER | |||||||
| PO BOX 1003 | MORGANTON | NC | 28680 | 562221575 | 3 | 13000 | HUMAN SERVICES |
| ROCK SCHOOL ARTS FOUNDATION | |||||||
| 400 MAIN ST E | VALDESE | NC | 28690 | 581787404 | 3 | 5438 | ARTS & HUMANITIES |
| SALVATION ARMY | |||||||
| PO BOX 1167 | HICKORY | NC | 28603 | 135562351 | 3 | 14339 | HUMAN SERVICES |
| SAMARITAN'S PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | 581437002 | 3 | 8000 | HUMAN SERVICES |
| SOUTHMOUNTAIN CHILDREN & FAMILY | |||||||
| 7330 MYRTLE DRIVE | NEBO | NC | 28761 | 560672457 | 3 | 15341 | HUMAN SERVICES |
| THE CROSSNORE SCHOOL INC | |||||||
| PO BOX 249 | CROSSNORE | NC | 28616 | 560567980 | 3 | 9199 | HUMAN SERVICES |
| THE MEETING PLACE ONE INC | |||||||
| PO BOX 2861 | MORGANTON | NC | 28680 | 550863996 | 3 | 7200 | HUMAN SERVICES |
| UNC GREENSBORO | |||||||
| 1000 SPRING GARDEN ST | GREENSBORO | NC | 27402 | 566001468 | 3 | 9199 | EDUCATION |
| WALDENSIAN PRESBYTERIAN CHURCH OF V | |||||||
| 109 MAIN STREET EAST | VALDESE | NC | 28690 | 236393377 | 3 | 16417 | RELIGION |
| WESTERN PIEDMONT FOUNDATION INC | |||||||
| 1001 BURKEMONT AVENUE | MORGANTON | NC | 28655 | 237227728 | 3 | 23710 | EDUCATION |
| GRANTS UNDER 5001 | |||||||
| 115898 | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 143 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | EDUCATION SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 33 | NumberOfRecipients |
| Amount Of Cash Grant | 35950 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATES | Identifier |
| Return Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | ReturnReference |
| Explanation | GRANT RECIPIENTS ACKNOWLEDGE RECEIPT OF THE FUNDS AND EXPLAIN HOW THE FUNDS WILL BE USED WITH THE UNDERSTANDING THAT ANY PORTION NOT USED FOR CHARITABLE PURPOSES SHALL BE RETURNED. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION | FORM 990 - ORGANIZATION'S MISSION | A PERMANENT FOUNDATION WHICH RECEIVES GIFTS, GRANTS AND BEQUESTS FOR THE PURPOSE OF MAKING CHARITABLE DONATIONS TO APPROVED ORGANIZATIONS 501(C)(3) AND GENERALLY TO PERFORM ALL ACTS WHICH MAY BE DEEMED NECESSARY OR EXPEDIANT TO DEVELOP CHARITABLE CAPITAL FOR BURKE COUNTY, NORTH CAROLINA. |
| EXPLANATION ON VOLUNTEERS AND TYPES OF SERVICES OR BENEFITS | FORM 990, PAGE 1, PART I, LINE 6 | VOLUNTEERS SERVE ON VARIOUS BOARD COMMITTEES, ON THE STEERING COMMITTEE OF THE BURKE WOMEN'S FUND WHICH OPERATES UNDER THE AUSPICES OF THE COMMUNITY FOUNDATION OF BURKE COUNTY AND PROVIDE VARIOUS ADMINISTRATIVE TASKS SUCH AS BULK MAILINGS, WEBSITE ASSISTANCE AND PUBLIC RELATIONS. |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | AN ELECTRONIC VERSION IS SENT TO CFBC'S BOARD OF DIRECTORS THE WEEK BEFORE THE REGULAR MONTHLY BOARD MEETING. |
| ENFORCEMENT OF CONFLICTS POLICY | FORM 990, PAGE 6, PART VI, LINE 12C | EACH BOARD MEMBER ANNUALLY EXECUTES A SIGNED CONFLICT OF INTEREST FORM DISCLOSING ANY POTENTIAL CONFLICTS. |
| COMPENSATION PROCESS FOR TOP OFFICIAL | FORM 990, PAGE 6, PART VI, LINE 15A | THE PERSONNEL COMMITTEE OBTAINS COMPARABILITY DATA FROM OUTSIDE SOURCES, DISCUSSES COMPENSATIONAND THEN MAKE THEIR RECOMMENDATION TO THE BOARD OF DIRECTORS. THE PERSONNEL COMMITTEE INCLUDES TWO BOARD MEMBERS AND TWO COMMUNITY MEMBERS. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS, INCLUDING ARTICLES OF INCORPORATION AND BYLAWS, ARE AVAILABLE UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST. AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON OUR WEBSITE AS WELL AS UPON REQUEST. |
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