2011-12-20T14:41:02-07:00 2011-06-30 990 2010-07-01 561330792 COMMUNITY FOUNDATION OF HENDERSON COUNTY INC COMM 8286976224 PO Box 1108 Hendersonville NC 28793 McCray V Benson 8286976224 2011-12-20 2010 2016-02-24 21:20:13Z McCray V Benson PO Box 1108 Hendersonville NC 28793 9841045 0 X www.cfhcforever.org X 1982 NC Helping people who care make lasting contributions to causes that matter. Community Foundation of Henderson County is a highly visible, philanthropic leader directed by an engaged and committed board, staffed by qualified employees, empowering donors at all levels to invest in professionally managed charitable funds that address community needs. 16 16 7 81 0 0 889096 998375 0 726109 2091454 69821 48358 1685026 3138187 1997827 2405532 0 378227 415716 0 90661 825345 990584 3201399 3811832 -1516373 -673645 61824426 71832142 2936759 3300797 58887667 68531345 Helping people who care make lasting contributions to causes that matter. Community Foundation of Henderson County is a highly visible, philanthropic leader directed by an engaged and committed board, staffed by qualified employees, empowering donors at all levels to invest in professionally managed charitable funds that address community needs. 0 0 3142972 2201144 0 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. 204388 204388 0 The Community Foundation of Henderson County was originally founded with funds designated for scholarship purposes. Over the years this area of focus has grown to now include 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. 0 0 0 3347360 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 1 7 1 0 0 0 0 1 1 1 1 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X X Community Foundation of Henderson County Inc 8286976224 PO Box 1108 401 N Main Street 3rd floor Hendersonville NC 28793 Jana Humleker 4.00 X X 0 0 0 Randolph Romeo 2.00 X X 0 0 0 Gus Campano 2.00 X X 0 0 0 George Bond 2.00 X X 0 0 0 Vaughan Matthews 2.00 X X 0 0 0 Lauretta Sthreshley 2.00 X X 0 0 0 Doug Arney 2 X 0 0 0 John Bell Jr 2 X 0 0 0 Keith Dalbec 2 X 0 0 0 Kristin Huntley 2 X 0 0 0 Pat Jones 2 X 0 0 0 Shirley McGee 2 X 0 0 0 Kimbela McMinn 2 X 0 0 0 Ron Partin 2 X 0 0 0 Stan Shelly 2 X 0 0 0 Dirk Willms 2 X 0 0 0 McCray V Benson 40 X 123606 0 0 Diane Atwood 40 X 38971 0 0 Kathryn McConnell 40 X 62037 0 0 224614 0 0 1 0 0 0 0 0 0 3600 0 0 994775 0 998375 0 1765223 0 0 1765223 0 0 0 0 0 0 0 0 0 0 6992728 0 6666497 0 326231 0 326231 326231 0 0 74770 3600 36361 38409 0 38409 Other Income 900099 9949 9949 0 0 0 0 0 0 9949 3138187 336180 0 1803632 2201144 2201144 204388 204388 202586 104018 41025 57543 0 0 0 0 144011 46244 93872 3895 0 0 0 0 44471 19280 17308 7883 24648 10686 9593 4369 0 0 0 0 26728 0 26728 0 32742 0 32742 0 0 0 0 0 0 0 222268 178262 44006 0 1828 0 1828 0 3476 0 1738 1738 28012 13878 9787 4347 40912 19171 19190 2551 0 0 0 0 17265 5179 12086 0 14679 3333 8908 2438 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 42710 10876 31834 0 6281 0 6029 252 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 3811832 3347360 373811 90661 57 0 3840328 4439759 1791589 1700363 1793 2476 0 0 0 0 0 0 0 0 26095 28977 1264828 599047 708490 665781 55068074 64606786 0 0 388000 388000 0 0 0 0 61824426 71832142 13062 40999 226973 191050 0 0 0 0 0 0 0 0 0 0 0 0 2696724 3068748 2936759 3300797 X 2309487 3093463 6183239 13519111 50394941 51918771 58887667 68531345 61824426 71832142 X -673645 10317323 X 0 1 1 X 0 X 2656957 3815870 1893494 889096 998375 10253792 2656957 3815870 1893494 889096 998375 10253792 2418815 7834977 1457454 1711136 2114065 1468830 1765223 8516708 55032 54498 24304 65194 56270 255298 19025798 176995 0.41181 0.4659 X Annual Board sponsored fund-raising event. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 85 0 177928 0 684137 0 12335038 0 1 1 52211129 985247 11685459 1990269 10876 571213 62309477 47992822 610025 5548645 1401984 10876 527503 52211129 59436733 943319 -9459811 2584448 10876 332095 47992822 0.0278 0.8062 0.166 0 0 0 24300 24300 0 848935 375141 473794 0 214088 71510 142578 0 177505 152396 25109 0 0 0 0 665781 0 Annuity Payments Payable 2954060 Life Estate Liability 114688 3068748 3138187 3811832 -673645 9669749 0 0 0 -108333 9561416 8887771 12453809 9669749 0 0 35619 9705368 2748441 0 389746 389746 3138187 3566038 0 0 0 0 0 3566038 0 245794 245794 3811832 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. Vintage Carolina 78370 3600 74770 0 0 3433 6648 100 26180 0 0 78370 3600 74770 0 0 3433 6648 100 26180 36361 38409 1 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 5095 Chimney Rock Road Bat Cave NC 28710 561291944 3 21278 Religious Organization 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 Case School of Engineering 107 Crawford Hall 10900 Euclid Ave Cleveland OH 441067073 200401095 3 10000 Education 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 157 270 Boys Camp Road Lake Lure NC 28746 560752157 Oth 20000 Religious Organization 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 PO Drawer V Atlanta GA 30322 580566256 3 10000 Education 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 60 1 Scholarship 119 204388 0 SchI_P01_S00_L02 Schedule I, Part I, Line 2 Procedures for monitoring the use of Grant Funds. All Scholarship recipients must complete and sign an acceptance form agreement. Scholarships are paid at the beginning of each semester to the college or university on behalf of the student. The student must supply the Foundation with a copy of their previous semester grades and verification of enrollment for the current semester. This document is reviewed to ensure that the student is maintaining the appropriate GPA and field of study as specified by the scholarship guidelines and that the educational institutions are crediting scholarship funds appropriately. 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