COMMUNITY FOUNDATION OF HENDERSON COUNTY INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOUNDATION OF HENDERSON COUNTY INC (EIN 56-1330792)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2011-12-20
- IRS object ID
- 201123559349300002
- Schema version
- 2010v3.4
- Note
- A later return for the same period supersedes this one.
- 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 | 2011-12-20T14:41:02-07:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 561330792 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOUNDATION OF HENDERSON COUNTY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | COMM | NameControl |
| Phone | 8286976224 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | McCray V Benson | Name |
| Title | President | Title |
| Phone | 8286976224 | Phone |
| Date Signed | 2011-12-20 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | McCray V Benson | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 9841045 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.cfhcforever.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1982 | YearFormation |
| State Legal Domicile | NC | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 7 | TotalNbrEmployees |
| Total Nbr Volunteers | 81 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 889096 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 998375 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 726109 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2091454 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 69821 | OtherRevenuePriorYear |
| Other Revenue Current Year | 48358 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1685026 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3138187 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1997827 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2405532 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 378227 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 415716 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 90661 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 825345 | OtherExpensePriorYear |
| Other Expenses Current Year | 990584 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3201399 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3811832 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1516373 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -673645 | RevenuesLessExpensesCY |
| Total Assets BOY | 61824426 | TotalAssetsBOY |
| Total Assets EOY | 71832142 | TotalAssetsEOY |
| Total Liabilities BOY | 2936759 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3300797 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 58887667 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 68531345 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3142972 | Expense |
| Grants | 2201144 | Grants |
| Revenue | 0 | Revenue |
| Description | Founded in 1983, 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 representation 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 connect those who have philanthropic resources to the organizations and causes that meet the donors charitable interests. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 204388 | Expense |
| Grants | 204388 | Grants |
| Revenue | 0 | Revenue |
| Description | 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 85 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 2010-2011 academic awards and scholarships were awarded to 119 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 0 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 0 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 3347360 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 2 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 7 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 1 | NonDeductibleContributions |
| Non Deductible Disclosure | 1 | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Own Website | X | OwnWebsite |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Community Foundation of Henderson County Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8286976224 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1108 | AddressLine1 |
| Address Line2 | 401 N Main Street 3rd floor | AddressLine2 |
| City | Hendersonville | City |
| State | NC | State |
| ZIP Code | 28793 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (19 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|
| Jana Humleker | |||||||
| Chairperson | 4.00 | X | X | 0 | 0 | 0 | |
| Randolph Romeo | |||||||
| Vice-Chairperson | 2.00 | X | X | 0 | 0 | 0 | |
| Gus Campano | |||||||
| Past Chairperson | 2.00 | X | X | 0 | 0 | 0 | |
| George Bond | |||||||
| Secretary | 2.00 | X | X | 0 | 0 | 0 | |
| Vaughan Matthews | |||||||
| Asst Secretary | 2.00 | X | X | 0 | 0 | 0 | |
| Lauretta Sthreshley | |||||||
| Asst Secretary | 2.00 | X | X | 0 | 0 | 0 | |
| Doug Arney | |||||||
| Director | 2 | X | 0 | 0 | 0 | ||
| John Bell Jr | |||||||
| Director | 2 | X | 0 | 0 | 0 | ||
| Keith Dalbec | |||||||
| Director | 2 | X | 0 | 0 | 0 | ||
| Kristin Huntley | |||||||
| Director | 2 | X | 0 | 0 | 0 | ||
| Pat Jones | |||||||
| Director | 2 | X | 0 | 0 | 0 | ||
| Shirley McGee | |||||||
| Director | 2 | X | 0 | 0 | 0 | ||
| Kimbela McMinn | |||||||
| Director | 2 | X | 0 | 0 | 0 | ||
| Ron Partin | |||||||
| Director | 2 | X | 0 | 0 | 0 | ||
| Stan Shelly | |||||||
| Director | 2 | X | 0 | 0 | 0 | ||
| Dirk Willms | |||||||
| Director | 2 | X | 0 | 0 | 0 | ||
| McCray V Benson | |||||||
| President | 40 | X | 123606 | 0 | 0 | ||
| Diane Atwood | |||||||
| VP Finance | 40 | 38971 | 0 | 0 | X | ||
| Kathryn McConnell | |||||||
| VP Comm Phil | 40 | 62037 | 0 | 0 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 224614 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Federated Campaigns | 0 | FederatedCampaigns |
| Membership Dues | 0 | MembershipDues |
| Fundraising Events | 3600 | FundraisingEvents |
| Related Organizations | 0 | RelatedOrganizations |
| Government Grants | 0 | GovernmentGrants |
| All Other Contributions | 994775 | AllOtherContributions |
| Noncash Contributions | 0 | NoncashContributions |
| Total Contributions | 998375 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1765223 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,765,223 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6992728 | Securities |
| Other | 0 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6666497 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 326231 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 326231 | TotalRevenueColumn |
| Related Or Exempt Function Income | 326231 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 74770 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 3600 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 36361 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 38409 | TotalRevenueColumn |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $38,409 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Other Income | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 9949 | TotalRevenueColumn |
| Related Or Exempt Function Income | 9949 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 9949 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3138187 | TotalRevenueColumn |
| Related Or Exempt Function Income | 336180 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,803,632 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2201144 | Total |
| Program Services | 2201144 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 204388 | Total |
| Program Services | 204388 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 202586 | Total |
| Program Services | 104018 | ProgramServices |
| Management And General | 41025 | ManagementAndGeneral |
| Fundraising | 57543 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 144011 | Total |
| Program Services | 46244 | ProgramServices |
| Management And General | 93872 | ManagementAndGeneral |
| Fundraising | 3895 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44471 | Total |
| Program Services | 19280 | ProgramServices |
| Management And General | 17308 | ManagementAndGeneral |
| Fundraising | 7883 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24648 | Total |
| Program Services | 10686 | ProgramServices |
| Management And General | 9593 | ManagementAndGeneral |
| Fundraising | 4369 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26728 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 26728 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32742 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 32742 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Fundraising | 0 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 222268 | Total |
| Program Services | 178262 | ProgramServices |
| Management And General | 44006 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1828 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 1828 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3476 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 1738 | ManagementAndGeneral |
| Fundraising | 1738 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28012 | Total |
| Program Services | 13878 | ProgramServices |
| Management And General | 9787 | ManagementAndGeneral |
| Fundraising | 4347 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40912 | Total |
| Program Services | 19171 | ProgramServices |
| Management And General | 19190 | ManagementAndGeneral |
| Fundraising | 2551 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17265 | Total |
| Program Services | 5179 | ProgramServices |
| Management And General | 12086 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14679 | Total |
| Program Services | 3333 | ProgramServices |
| Management And General | 8908 | ManagementAndGeneral |
| Fundraising | 2438 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42710 | Total |
| Program Services | 10876 | ProgramServices |
| Management And General | 31834 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6281 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 6029 | ManagementAndGeneral |
| Fundraising | 252 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Annuity Payments | 513122 | 513122 | 0 | 0 |
| Other | 5943 | 1031 | 4912 | 0 |
| Telephone | 10207 | 6635 | 2041 | 1531 |
| Dues & Subscriptions | 9777 | 6040 | 2428 | 1309 |
| Communications | 14634 | 4073 | 7756 | 2805 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3811832 | Total |
| Program Services | 3347360 | ProgramServices |
| Management And General | 373811 | ManagementAndGeneral |
| Fundraising | 90661 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57 | BOY |
| EOY | 0 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3840328 | BOY |
| EOY | 4439759 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1791589 | BOY |
| EOY | 1700363 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1793 | BOY |
| EOY | 2476 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26095 | BOY |
| EOY | 28977 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1264828 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 599047 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 708490 | BOY |
| EOY | 665781 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55068074 | BOY |
| EOY | 64606786 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 388000 | BOY |
| EOY | 388000 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 61824426 | BOY |
| EOY | 71832142 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13062 | BOY |
| EOY | 40999 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 226973 | BOY |
| EOY | 191050 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2696724 | BOY |
| EOY | 3068748 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2936759 | BOY |
| EOY | 3300797 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2309487 | BOY |
| EOY | 3093463 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6183239 | BOY |
| EOY | 13519111 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50394941 | BOY |
| EOY | 51918771 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58887667 | BOY |
| EOY | 68531345 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 61824426 | BOY |
| EOY | 71832142 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -673645 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 10317323 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust170b1 Avi | X | CommunityTrust170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2656957 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3815870 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1893494 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 889096 | CurrentTaxYearMinus1Year |
| Current Tax Year | 998375 | CurrentTaxYear |
| Total | 10253792 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2656957 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3815870 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1893494 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 889096 | CurrentTaxYearMinus1Year |
| Current Tax Year | 998375 | CurrentTaxYear |
| Total | 10253792 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 2418815 | AmountsSubstContributorsTotal |
| Public Support Total170 | 7834977 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1457454 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1711136 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2114065 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1468830 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1765223 | CurrentTaxYear |
| Total | 8516708 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 55032 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 54498 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 24304 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 65194 | CurrentTaxYearMinus1Year |
| Current Tax Year | 56270 | CurrentTaxYear |
| Total | 255298 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 19025798 | TotalSupport |
| Gross Receipts From Admissions Etc | 176995 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.41181 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.4659 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | Annual Board sponsored fund-raising event. | GeneralExplanation |
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 | 85 | NumberDAFsHeld |
| Number Funds Held | 0 | NumberFundsHeld |
| Donor Advised Contributions | 177928 | DonorAdvisedContributions |
| Contrib To Funds And Other Accounts | 0 | ContribToFundsAndOtherAccounts |
| Grants Paid From Donor Funds | 684137 | GrantsPaidFromDonorFunds |
| Grants Funds And Other Accounts | 0 | GrantsFundsAndOtherAccounts |
| Aggregate DAF Value | 12335038 | AggregateDAFValue |
| Aggregate Fund Value | 0 | AggregateFundValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 52211129 | BeginningOfYearBalance |
| Contributions | 985247 | Contributions |
| Investment Earnings Or Losses | 11685459 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1990269 | GrantsOrScholarships |
| Other Expenditures | 10876 | OtherExpenditures |
| Administrative Expenses | 571213 | AdministrativeExpenses |
| End Of Year Balance | 62309477 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 47992822 | BeginningOfYearBalance |
| Contributions | 610025 | Contributions |
| Investment Earnings Or Losses | 5548645 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1401984 | GrantsOrScholarships |
| Other Expenditures | 10876 | OtherExpenditures |
| Administrative Expenses | 527503 | AdministrativeExpenses |
| End Of Year Balance | 52211129 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 59436733 | BeginningOfYearBalance |
| Contributions | 943319 | Contributions |
| Investment Earnings Or Losses | -9459811 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2584448 | GrantsOrScholarships |
| Other Expenditures | 10876 | OtherExpenditures |
| Administrative Expenses | 332095 | AdministrativeExpenses |
| End Of Year Balance | 47992822 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.0278 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.8062 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.166 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 24300 | OtherCostOrOtherBasis |
| Book Value | 24300 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 848935 | OtherCostOrOtherBasis |
| Depreciation | 375141 | Depreciation |
| Book Value | 473794 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 214088 | OtherCostOrOtherBasis |
| Depreciation | 71510 | Depreciation |
| Book Value | 142578 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 177505 | OtherCostOrOtherBasis |
| Depreciation | 152396 | Depreciation |
| Book Value | 25109 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 665781 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Annuity Payments Payable | $2,954,060 |
| Life Estate Liability | $114,688 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3068748 | TotalOfAmounts |
| Total Revenue | 3138187 | TotalRevenue |
| Total Expenses | 3811832 | TotalExpenses |
| Excess Or Deficit For Year | -673645 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 9669749 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 0 | DonatedServicesAndFacilities |
| Investment Expenses | 0 | InvestmentExpenses |
| Prior Period Adjustments | 0 | PriorPeriodAdjustments |
| Other | -$108,333 | OtherAmount |
| Total Adjustments | 9561416 | TotalAdjustments |
| Excess Or Deficit Per FS | 8887771 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 12453809 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 9669749 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 0 | DonatedSrvcAndUseOfFacilities |
| Recoveries Of Prior Year Grants | 0 | RecoveriesOfPriorYearGrants |
| Other Revenues | 35619 | OtherRevenues |
| Revenue Not Rptd F990 | 9705368 | RevenueNotRptdF990 |
| Revenue Subtotal | 2748441 | RevenueSubtotal |
| Investment Expenses Not Included | 0 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 389746 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 389746 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 3138187 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 3566038 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 0 | DonatedServicesUseOfFacilities |
| Prior Year Adjustments | 0 | PriorYearAdjustments |
| Losses Reported | 0 | LossesReported |
| Other Expenses Included | 0 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 3566038 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 0 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 245794 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 245794 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 3811832 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchD_P05_S00_L04 | Schedule D, Part V, Line 4 | The Foundation's endowment fund are established to provide perpetual support for various organizations in furtherance of their individual missions. Endowment funds also provide support for annual scholarships. |
| SchD_P11_S00_L08 | Schedule D, Part XI, Line 8 | Change in value of split interest agreements -231,209. Management Fees 35,619. Contributions received from Agency Endowments -5,100. Investment income related to Agency Endowments -129,479. Realized gains in Agency Endowments -23,958. Agency Endowment grants 198,953. Agency Management Fees 46,841 |
| SchD_P12_S00_L02d | Schedule D, Part XII, Line 2d | Management Fees 35,619. |
| SchD_P12_S00_L04b | Schedule D, Part XII, Line 4b | Realized gains on agency investments 23,958. Agency contributions 5,100. Investment income from related agency endowments 129,479. Change in value of Split Interest Agreements 231,209. |
| SchD_P13_S00_L04b | Schedule D, Part XIII, Line 4b | Agency Endowment Grants 198,953. Agency management fees 46,841. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Vintage Carolina | NameOfEvent1 |
| Gross Receipts Event1 | 78370 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 3600 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 74770 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 0 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 0 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 3433 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 6648 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 100 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 26180 | OtherDirectExpensesEvent1 |
| Food And Beverage Other Events | 0 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 0 | EntertainmentOtherEvents |
| Gross Receipts Total | 78370 | GrossReceiptsTotal |
| Charitable Contributions Total | 3600 | CharitableContributionsTotal |
| Gross Revenue Total Events | 74770 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 0 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 0 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 3433 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 6648 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 100 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 26180 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 36361 | DirectExpenseSummaryEvents |
| Net Income Summary | 38409 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (61 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Address Line2AddressUS/AddressLine2 | Business Name Line2RecipientNameBusiness/BusinessNameLine2 |
|---|---|---|---|---|---|---|---|---|---|
| All Saints Anglican Church | |||||||||
| 15 McDowell Road | Mills River | NC | 287592079 | 561969028 | 3 | 5466 | Religious Organization | ||
| Asheville Art Museum | |||||||||
| PO Box 1717 | Asheville | NC | 288021717 | 566060776 | 3 | 5745 | Arts & Culture | ||
| Bat Cave Baptist Church | |||||||||
| PO Box 247 | Bat Cave | NC | 28710 | 561291944 | 3 | 21278 | Religious Organization | 5095 Chimney Rock Road | |
| Blue Ridge Community College Educational Foundation | |||||||||
| 180 West Campus Drive | Flat Rock | NC | 28731 | 510175113 | 3 | 17853 | Education | ||
| Blue Ridge Community Health Services | |||||||||
| PO Box 5151 | Hendersonville | NC | 287935151 | 560794933 | 3 | 135128 | Health | ||
| Blue Ridge Humane Society | |||||||||
| PO Box 706 | Hendersonville | NC | 287930706 | 566048726 | 3 | 107268 | Other | ||
| Boys and Girls Club of Henderson County | |||||||||
| PO Box 1460 | Hendersonville | NC | 28793 | 561803125 | 3 | 89613 | Human Services | ||
| Brevard Music Center | |||||||||
| PO Box 312 | Brevard | NC | 28712 | 560729350 | 3 | 6300 | Arts & Culture | ||
| Carolina Mountain Land Conservancy | |||||||||
| 847 Case St | Hendersonville | NC | 28792 | 566449365 | 3 | 10354 | Conservation | ||
| Case Alumni Foundation | |||||||||
| 107 Crawford Hall | Cleveland | OH | 441067073 | 200401095 | 3 | 10000 | Education | 10900 Euclid Ave | Case School of Engineering |
| Central United Methodist Church | |||||||||
| 27 Church Street | Asheville | NC | 28801 | 205446516 | 3 | 20000 | Religious | ||
| Children & Family Resource Center of Henderson County | |||||||||
| PO Box 1105 | Hendersonville | NC | 28793 | 562113878 | 3 | 51792 | Human Services | ||
| Chimney Rock Baptist Church | |||||||||
| PO Box 157 | Lake Lure | NC | 28746 | 560752157 | Oth | 20000 | Religious Organization | 270 Boys Camp Road | |
| Community Foundation of Henderson County | |||||||||
| PO Box 1108 | Hendersonville | NC | 28793 | 561330792 | 3 | 30133 | Civic & Community | ||
| East Flat Rock Care Center | |||||||||
| PO Box 475 | East Flat Rock | NC | 28726 | 561942796 | 3 | 8000 | Other | ||
| ECO of Henderson County | |||||||||
| 119 Third Avenue West | Hendersonville | NC | 28792 | 561732182 | 3 | 13504 | Conservation | ||
| Emory University School of Medicine | |||||||||
| Woodruff Mem Bldg Ste 6000 | Atlanta | GA | 30322 | 580566256 | 3 | 10000 | Education | PO Drawer V | |
| Fairfield Mountain Chapel | |||||||||
| 1384 Buffalo Creek Road | Lake Lure | NC | 28746 | 581494631 | 3 | 35000 | Religious | ||
| First United Methodist Church | |||||||||
| 204 6th Ave W | Hendersonville | NC | 28739 | 262664469 | 3 | 12225 | Religious Organization | ||
| FISH Inc | |||||||||
| PO Box 2411 | Hendersonville | NC | 28793 | 581969979 | 3 | 6016 | Human Services | ||
| Flat Rock Playhouse | |||||||||
| PO Box 310 | Flat Rock | NC | 28731 | 560571518 | 3 | 13573 | Arts & Culture | ||
| Fletcher Academy | |||||||||
| PO Box 5440 | Fletcher | NC | 28732 | 561432644 | 3 | 11817 | Education | ||
| Four Seasons Hospice and Palliative Care | |||||||||
| 571 S Allen rd | Flat Rock | NC | 28731 | 561252665 | 3 | 77523 | Health | ||
| Friends of Henderson County Public Library | |||||||||
| 301 Washington Street | Hendersonville | NC | 28739 | 566095455 | 3 | 87539 | Civic & Community | ||
| Givens Estates | |||||||||
| 2360 Sweeten Creek Raod | Asheville | NC | 28803 | 587700605 | 3 | 10000 | Human Services | ||
| Grace Lutheran Church Foundation | |||||||||
| 1245 Sixth Ave W | Hendersonville | NC | 28739 | 561713260 | 3 | 6000 | Religious Organization | ||
| Hands On - A Childs Gallery | |||||||||
| PO Box 481 | Hendersonville | NC | 28793 | 830397594 | 3 | 10600 | Human Services | ||
| Helping Hand Developmental Center | |||||||||
| PO Box 222 | East Flat Rock | NC | 287260222 | 510138781 | 3 | 12738 | Human Services | ||
| Henderson County Cancer Service | |||||||||
| PO Box 64 | Hendersonville | NC | 28793 | 237259362 | 3 | 22532 | Health | ||
| Henderson County Council on Aging Inc | |||||||||
| 105 King Creek Boulevard | Hendersonville | NC | 28792 | 560936674 | 3 | 9300 | Human Services | ||
| Henderson County Dispute Settlement Center | |||||||||
| 101 South Grove Street | Hendersonville | NC | 287925050 | 561427576 | 3 | 7500 | Human Services | ||
| Henderson County Free Medical Clinic Inc | |||||||||
| 841 Case St | Hendersonville | NC | 287926503 | 562212024 | 3 | 12850 | Health | ||
| Henderson County Habitat For Humanity | |||||||||
| 1111 Keith Street | Hendersonville | NC | 28792 | 561642263 | 3 | 10136 | Human Services | ||
| Henderson County Public Library | |||||||||
| 301 North Washington Street | Hendersonville | NC | 28739 | 566000307 | 3 | 31723 | Civic & Community | ||
| Henderson County Soccer Association | |||||||||
| PO Box 1931 | Hendersonville | NC | 28793 | 562210007 | 3 | 10000 | Civic & Community | ||
| Henderson County Young Leaders Program Inc | |||||||||
| PO Box 751 | Hendersonville | NC | 28793 | 260770191 | 3 | 7000 | Civic & Community | ||
| Hendersonville High School | |||||||||
| 311 Eighth Ave West | Hendersonville | NC | 28791 | 561821543 | 3 | 5203 | Education | ||
| Hendersonville Rescue Mission | |||||||||
| PO Box 1512 | Hendersonville | NC | 28793 | 581480173 | 3 | 26691 | Human Services | ||
| Hendersonville Symphony Orchestra | |||||||||
| PO Box 1811 | Hendersonville | NC | 287931811 | 561063207 | 3 | 23006 | Arts & Culture | ||
| Historic Flat Rock | |||||||||
| PO Box 295 | Flat Rock | NC | 28731 | 237003502 | 3 | 13330 | Arts & Culture | ||
| Immaculate Conception Church | |||||||||
| 208 Seventh Ave West | Hendersonville | NC | 28791 | 530196617 | 3 | 12686 | Religious | ||
| Interfaith Assistance Ministry | |||||||||
| PO Box 2562 | Hendersonville | NC | 287932562 | 581556963 | 3 | 44843 | Religious Organization | ||
| Latino Advocacy Coalition | |||||||||
| 505 Brookside Camp Road B | Hendersonville | NC | 28792 | 562267574 | 3 | 13140 | Human Services | ||
| Lutheran Church of the Nativity | |||||||||
| PO Box 208 | Arden | NC | 287040208 | 566054203 | 3 | 6500 | Religious | ||
| Mainstay | |||||||||
| 133 Fifth Avenue West | Hendersonville | NC | 287925083 | 561469847 | 3 | 40374 | Human Services | ||
| MemoryCare | |||||||||
| 100 Far Horizons Lane | Asheville | NC | 28803 | 562178294 | 3 | 12166 | Human Services | ||
| NAMI North Carolina Inc | |||||||||
| 309 W Millbrook Rd Suite 121 | Raleigh | NC | 27609 | 561438623 | 3 | 5682 | Health | ||
| National Alliance for Research of Schizophrenia & Depression | |||||||||
| 60 Cuttermill Rd Ste 404 | Great Neck | NY | 11021 | 311020010 | 3 | 17047 | Human Services | ||
| Pardee Hospital Foundation | |||||||||
| 800 N Justice Street | Hendersonville | NC | 28791 | 561930028 | 3 | 310193 | Health | ||
| Pisgah Legal Services | |||||||||
| PO Box 2276 | Asheville | NC | 28802 | 561191115 | 3 | 68287 | Human Services | ||
| Saint James Episcopal Charities Foundation | |||||||||
| 766 North Main Street | Hendersonville | NC | 28792 | 560682484 | 3 | 13387 | Human Services | ||
| Saint James Episcopal Church | |||||||||
| 766 North Main Street | Hendersonville | NC | 28792 | 560682484 | 3 | 35240 | Religious Organization | ||
| Salvation Army of Henderson County | |||||||||
| PO Box 2387 | Hendersonville | NC | 28793 | 580660607 | 3 | 270323 | Human Services | ||
| Sixth Avenue Psychiatric and Rehabilitation Partners | |||||||||
| 714 Sixth Avenue West | Hendersonville | NC | 28739 | 205599815 | 3 | 13368 | Health | ||
| The Center for Craft Creativity & Design Inc | |||||||||
| PO Box 1127 | Hendersonville | NC | 28793 | 562096677 | 3 | 19000 | Civic & Community | ||
| The Healing Place Inc | |||||||||
| PO Box 2461 | Hendersonville | NC | 28793 | 561667721 | 3 | 32329 | Human Services | ||
| The Storehouse Inc | |||||||||
| PO Box 6146 | Hendersonville | NC | 28739 | 010787966 | 3 | 12000 | Human Services | ||
| United Way of Henderson County | |||||||||
| PO Box 487 | Hendersonville | NC | 28793 | 560890133 | 3 | 60857 | Human Services | ||
| United Way of Transylvania County | |||||||||
| PO Box 53 | Brevard | NC | 28712 | 237145022 | 3 | 14954 | Human Services | ||
| Western Carolina Community Action | |||||||||
| PO Box 685 | Hendersonville | NC | 287930685 | 560846319 | 3 | 27500 | Human Services | ||
| Winston Salem Industries for the Blind (IFB) - Asheville Div | |||||||||
| 240 Sardis Road | Asheville | NC | 28806 | 566001467 | 3 | 25000 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 60 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Scholarship | TypeOfGrant |
| Number Of Recipients | 119 | NumberOfRecipients |
| Amount Of Cash Grant | 204388 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchI_P01_S00_L02 | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | 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. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| F990_P06_S0B_L11a | Form 990, Part VI, Section B, Line 11a | 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 | First meeting of each fiscal year of each committee and the Board members are 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 Grantmakekrs 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 on file. |
| F990_P11_S00_L05 | Form 990, Part XI, Line 5 | Change in Split Interest agreements. $-231209 Consulting Fees - Organizational Endowments. $-11221 Transfer of designated contributions. $-600 Net realized and unrealized gain on investments. $10513512 Agency Management fees, $46841 |
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