COMMUNITY FOUNDATION OF HENDERSON COUNTY INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOUNDATION OF HENDERSON COUNTY INC (EIN 56-1330792)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-15
- IRS object ID
- 202601359349308265
- Schema version
- 2024v5.0
- 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) |
|---|---|---|
| Return | 2026-05-15T13:23:05-04:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 383828234 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARTER P C | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 COLLEGE ST STE 320 | AddressLine1Txt |
| City | ASHEVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 288012449 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 561330792 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOUNDATION OF HENDERSON | BusinessNameLine1Txt |
| Business Name Line2 | COUNTY INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMM | BusinessNameControlTxt |
| Phone | 8286976224 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 N MAIN ST STE 300 | AddressLine1Txt |
| City | HENDERSONVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28792 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MCCRAY V BENSON | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 8286976224 | PhoneNum |
| Signature | 2026-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALAN TOLER | PreparerPersonNm |
| PTIN | P01522061 | PTIN |
| Phone | 8282599900 | PhoneNum |
| Preparation | 2026-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MCCRAY V BENSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 N MAIN ST STE 300 | AddressLine1Txt |
| City | HENDERSONVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28792 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $27,857,255 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | CFHCFOREVER.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1982 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | BUILD, MANAGE AND GRANT CHARITABLE CAPITAL, SERVING INDIVIDUALS, FAMILY AND COMMUNITY PHILANTHROPY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 10 | TotalEmployeeCnt |
| Total Volunteers | 72 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $6,488,621 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,243,071 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $38,604 | CYProgramServiceRevenueAmt |
| PY Investment Income | $13,194,552 | PYInvestmentIncomeAmt |
| CY Investment Income | $8,379,824 | CYInvestmentIncomeAmt |
| PY Other Revenue | $280,566 | PYOtherRevenueAmt |
| CY Other Revenue | -$120,868 | CYOtherRevenueAmt |
| PY Total Revenue | $19,963,739 | PYTotalRevenueAmt |
| CY Total Revenue | $20,540,631 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,205,947 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $9,231,790 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $786,828 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $774,457 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $174,532 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $706,888 | PYOtherExpensesAmt |
| CY Other Expenses | $903,942 | CYOtherExpensesAmt |
| PY Total Expenses | $6,699,663 | PYTotalExpensesAmt |
| CY Total Expenses | $10,910,189 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $13,264,076 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $9,630,442 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $147,445,991 | TotalAssetsBOYAmt |
| Total Assets EOY | $168,191,298 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,358,733 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,560,560 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $146,087,258 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $166,630,738 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | HELPING PEOPLE WHO CARE MAKE LASTING CONTRIBUTIONS TO CAUSES THAT MATTER, COMMUNITY FOUNDATION OF HENDERSON COUNTY IS A HIGHLY VISIBLE, PHILANTHROPIC LEADER DIRECTED BY AN ENGAGED AND COMMITTED BOARD, STAFFED BY QUALIFIED EMPLOYEES, EMPOWERING DONORS AT ALL LEVELS TO INVEST IN PROFESSIONALLY MANAGED CHARITABLE FUNDS THAT ADDRESS COMMUNITY NEEDS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $9,394,102 | ExpenseAmt |
| Grant | $8,326,030 | GrantAmt |
| Desc | FOUNDED IN 1982, COMMUNITY FOUNDATION OF HENDERSON COUNTY SERVES THE ENTIRE COMMUNITY BY RECEIVING, MANAGING, DISTRIBUTING FUNDS FOR CHARITABLE PURPOSES, AND CONSULTATION ON CHARITABLE PROGRAMS TO FULFILL 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 389 ORGANIZATIONS REPRESENTING A BROAD SPECTRUM OF SERVICES. GRANTS ARE CATEGORIZED INTO NINE PROGRAM AREAS: ANIMAL CARE, ARTS AND CULTURE, CIVIC AND COMMUNITY AFFAIRS, CONSERVATION, EDUCATION, HEALTH, HUMAN SERVICES, FAITH BASED NEEDS, AND OTHER. THE FOUNDATION USES STRATEGIES ON CONVENING COMMUNITY INTEREST; ENGAGE LEADERSHIP, VOLUNTEERS AND ORGANIZATIONS TO WORK COLLABORATIVELY ON COMMUNITY ISSUES. 68 DISASTER GRANTS WERE AWARDED TO 48 NONPROFITS AND 137 BUSINESSES WERE IMPACTED BY HURRICANE HELENE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $575,200 | ExpenseAmt |
| Grant | $575,200 | GrantAmt |
| Desc | THE FOUNDATION WAS ORIGINALLY FOUNDED WITH FUNDS DESIGNATED FOR SCHOLARSHIP PURPOSES. OVER THE YEARS, THIS AREA OF FOCUS HAS GROWN TO NOW INCLUDE 124 SCHOLARSHIPS 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 2024- 2025, ACADEMIC AWARDS AND SCHOLARSHIPS WERE AWARDED TO 244 INDIVIDUALS PRIMARILY IN HENDERSON COUNTY, NORTH CAROLINA. THE MAJORITY OF THE 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $9,969,302 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 6 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 10 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (true) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (true) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RACHEL W BUCHANAN | PersonNm |
| Phone | 8286976224 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 N MAIN ST STE 300 | AddressLine1Txt |
| City | HENDERSONVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28792 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| RUTH BIRGE | ||||||
| CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BILL HALE | ||||||
| VICE CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TIM KRIEGEL | ||||||
| TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DORA KATSADOUROS | ||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| STAN DUNCAN | ||||||
| PAST CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KEN ADAMS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JIMMY CHANDLER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| STEVEN DOZIER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ANDERSON ELLIS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JULIA FAWCETT | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ERIC GASH | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MATT HENRY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JAN KING | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RENEE KUMAR | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BRYCE MALSBARY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CAROLINA MCCREADY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LUTRELLE O'CAIN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PENNY SUMMEY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KEVIN YOUNG | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MCCRAY V BENSON | ||||||
| PRESIDENT/CE | 40.00 | Yes (X) | $214,737 | $0 | $30,500 | |
| RACHEL W BUCHANAN | ||||||
| CFO | 40.00 | Yes (X) | $113,531 | $0 | $20,080 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $328,268 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $50,580 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $12,243,071 | AllOtherContributionsAmt |
| Noncash Contributions | $2,827,901 | NoncashContributionsAmt |
| Total Contributions | $12,243,071 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RENTAL | Desc |
| Business | 532000 | BusinessCd |
| Total Revenue Column | $38,604 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $38,604 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $38,604 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,425,822 | TotalRevenueColumnAmt |
| Exclusion | $7,425,822 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,270,626 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,312,118 | SecuritiesAmt |
| Other | $4,506 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $958,508 | SecuritiesAmt |
| Other | -$4,506 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $954,002 | TotalRevenueColumnAmt |
| Exclusion | $954,002 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| ADMINISTRATIVE FEES | 541610 | $76,085 | $76,085 |
| OTHER INCOME | 900099 | $21,720 | $21,720 |
| CHANGE IN VALUE OF SPLIT INT | 525920 | -$218,673 | -$218,673 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$120,868 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,540,631 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $38,604 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $8,258,956 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,656,590 | TotalAmt |
| Program Services | $8,656,590 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $575,200 | TotalAmt |
| Program Services | $575,200 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $420,168 | TotalAmt |
| Program Services | $205,034 | ProgramServicesAmt |
| Management And General | $171,229 | ManagementAndGeneralAmt |
| Fundraising | $43,905 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $221,129 | TotalAmt |
| Program Services | $56,413 | ProgramServicesAmt |
| Management And General | $104,602 | ManagementAndGeneralAmt |
| Fundraising | $60,114 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,606 | TotalAmt |
| Program Services | $17,460 | ProgramServicesAmt |
| Management And General | $8,852 | ManagementAndGeneralAmt |
| Fundraising | $16,294 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,192 | TotalAmt |
| Program Services | $20,698 | ProgramServicesAmt |
| Management And General | $4,652 | ManagementAndGeneralAmt |
| Fundraising | $21,842 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,362 | TotalAmt |
| Program Services | $17,770 | ProgramServicesAmt |
| Management And General | $18,456 | ManagementAndGeneralAmt |
| Fundraising | $7,136 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,757 | TotalAmt |
| Management And General | $11,757 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,565 | TotalAmt |
| Management And General | $25,565 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $169,868 | TotalAmt |
| Program Services | $84,934 | ProgramServicesAmt |
| Management And General | $84,934 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,331 | TotalAmt |
| Management And General | $84,331 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,392 | TotalAmt |
| Program Services | $2,200 | ProgramServicesAmt |
| Management And General | $2,696 | ManagementAndGeneralAmt |
| Fundraising | $496 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,155 | TotalAmt |
| Program Services | $32,188 | ProgramServicesAmt |
| Management And General | $37,275 | ManagementAndGeneralAmt |
| Fundraising | $11,692 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,790 | TotalAmt |
| Program Services | $59,736 | ProgramServicesAmt |
| Management And General | $53,353 | ManagementAndGeneralAmt |
| Fundraising | $10,701 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,535 | TotalAmt |
| Program Services | $10,960 | ProgramServicesAmt |
| Management And General | $25,575 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,226 | TotalAmt |
| Program Services | $4,397 | ProgramServicesAmt |
| Management And General | $7,202 | ManagementAndGeneralAmt |
| Fundraising | $1,627 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,279 | TotalAmt |
| Program Services | $10,431 | ProgramServicesAmt |
| Management And General | $89,848 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,356 | TotalAmt |
| Management And General | $14,631 | ManagementAndGeneralAmt |
| Fundraising | $725 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| ANNUITY PAYMENTS | $194,290 | $194,290 | |
| OTHER | $42,398 | $21,001 | $21,397 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,910,189 | TotalAmt |
| Program Services | $9,969,302 | ProgramServicesAmt |
| Management And General | $766,355 | ManagementAndGeneralAmt |
| Fundraising | $174,532 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,448,091 | BOYAmt |
| EOY | $10,893,061 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $229,182 | BOYAmt |
| EOY | $207,063 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,337 | BOYAmt |
| EOY | $13,826 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,747 | BOYAmt |
| EOY | $22,493 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,695,031 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $950,621 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $974,404 | BOYAmt |
| EOY | $5,744,410 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $137,683,230 | BOYAmt |
| EOY | $151,235,445 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,000 | BOYAmt |
| EOY | $75,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $147,445,991 | BOYAmt |
| EOY | $168,191,298 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,825 | BOYAmt |
| EOY | $37,979 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,303,908 | BOYAmt |
| EOY | $1,522,581 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,358,733 | BOYAmt |
| EOY | $1,560,560 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,916,130 | BOYAmt |
| EOY | $24,595,811 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,171,128 | BOYAmt |
| EOY | $142,034,927 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,087,258 | BOYAmt |
| EOY | $166,630,738 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $147,445,991 | BOYAmt |
| EOY | $168,191,298 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $9,630,442 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $10,913,036 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $2 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust | Yes (X) | CommunityTrustInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,283,629 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,229,066 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,909,461 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,488,621 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,243,071 | CurrentTaxYearAmt |
| Total | $35,153,848 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,283,629 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,229,066 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,909,461 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,488,621 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,243,071 | CurrentTaxYearAmt |
| Total | $35,153,848 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $5,308,015 | SubstantialContributorsTotAmt |
| Public Support Total170 | $29,845,833 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,392,464 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,121,017 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,510,601 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,166,404 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,425,822 | CurrentTaxYearAmt |
| Total | $22,616,308 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $58,800 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $54,264 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,362 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $77,809 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $76,085 | CurrentTaxYearAmt |
| Total | $272,320 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $58,042,476 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $38,604 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.51420 | PublicSupportCY170Pct |
| Public Support PY170 | 0.53150 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 10 | 272,320 |
| SUPPLEMENTAL INFORMATION | ADMINISTRATIVE FEES COLLECTED FROM ORGANIZATIONAL FUNDS. |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 137 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $6,946,943 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $5,540,950 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $18,308,175 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $122,783,533 | BeginningYearBalanceAmt |
| Contributions | $2,262,377 | ContributionsAmt |
| Investment Earnings Or Losses | $16,322,751 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,751,704 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,309,760 | AdministrativeExpensesAmt |
| End Year Balance | $136,307,197 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $109,083,141 | BeginningYearBalanceAmt |
| Contributions | $4,908,010 | ContributionsAmt |
| Investment Earnings Or Losses | $13,452,374 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,517,815 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,142,177 | AdministrativeExpensesAmt |
| End Year Balance | $122,783,533 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $109,809,079 | BeginningYearBalanceAmt |
| Contributions | $3,690,426 | ContributionsAmt |
| Investment Earnings Or Losses | -$102,014 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,256,105 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,058,245 | AdministrativeExpensesAmt |
| End Year Balance | $109,083,141 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $127,011,472 | BeginningYearBalanceAmt |
| Contributions | $4,679,586 | ContributionsAmt |
| Investment Earnings Or Losses | -$17,089,841 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,514,509 | GrantsOrScholarshipsAmt |
| Other Expenditures | $9,660 | OtherExpendituresAmt |
| Administrative Expenses | $1,267,969 | AdministrativeExpensesAmt |
| End Year Balance | $109,809,079 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $98,932,450 | BeginningYearBalanceAmt |
| Contributions | $2,173,566 | ContributionsAmt |
| Investment Earnings Or Losses | $30,553,326 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,374,661 | GrantsOrScholarshipsAmt |
| Other Expenditures | $10,365 | OtherExpendituresAmt |
| Administrative Expenses | $1,262,844 | AdministrativeExpensesAmt |
| End Year Balance | $127,011,472 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.03360 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.96640 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,437,800 | OtherCostOrOtherBasisAmt |
| Book Value | $2,437,800 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,710,435 | OtherCostOrOtherBasisAmt |
| Depreciation | $731,424 | DepreciationAmt |
| Book Value | $2,979,011 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $474,338 | OtherCostOrOtherBasisAmt |
| Depreciation | $169,419 | DepreciationAmt |
| Book Value | $304,919 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $72,458 | OtherCostOrOtherBasisAmt |
| Depreciation | $49,778 | DepreciationAmt |
| Book Value | $22,680 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,744,410 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIABILITY UNDER TRUST AGREEMENTS | Desc |
| Amt | $1,522,581 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,522,581 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $29,191,213 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $10,913,036 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $10,913,036 | RevenueNotReportedAmt |
| Revenue Subtotal | $18,278,177 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,737,483 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $524,971 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $2,262,454 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $20,540,631 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,333,677 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $10,333,677 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $169,867 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $406,645 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $576,512 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $10,910,189 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 2, PART V, LINE 4 | THE PURPOSE OF ENDOWMENTS ARE TO PROVIDE A PERMANENT SOURCE OF GRANT MONIES FOR GENERAL OR SPECIFIC PURPOSES. THE FOUNDATION AWARD GRANTS THROUGH COMPETITIVE, DESIGNATED, FIELD OF INTEREST AND DONOR ADVISED ENDOWMENTS. |
| SCHEDULE D, PAGE 3, PART X | THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SEC 501C3 OF THE INTERNAL REVENUE CODE EXCEPT ON NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES. THE FOUNDATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS MATERIAL TO THE FINANCIAL STATEMENTS. THE FOUNDATION'S FORM 990 FOR THE TAX YEARS ENDED JUNE 30, 2024, 2023, AND 2022 ARE SUBJECT TO EXAMINATION BY THE IRS GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. |
| SCHEDULE D, PAGE 4, PART XI, LINE 4B | ADD: FAS CONTRIBUTIONS 524,971 |
| SCHEDULE D, PAGE 4, PART XII, LINE 4B | ADD: FAS GRANTS 330,560 ADD: MANAGEMENT FEES 76,085 |
| SCHEDULE D, PAGE 4, PART XIII | CONTRIBUTIONS TO ORGANIZATIONAL ENDOWMENTS AND INVESTMENT INCOME FROM ORGANIZATIONAL ENDOWMENTS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (173 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | IRC SectionIRCSectionDesc |
|---|---|---|---|---|---|---|---|
| FISCAL SPONSORSHIP ALLIES INC | |||||||
| 3500 DEPAUW BLVD | STE 3090 | INDIANAPOLIS | IN | 46268 | 850839183 | $9,550 | |
| RUTHERFORD RAILROAD DEVELOPMENT COR | |||||||
| PO BOX 1491 | RUTHERFORDTON | NC | 28139 | 884265374 | $286,016 | ||
| 826 BOSTON | |||||||
| 3035 WASHINGTON STREET | ROXBURY | MA | 02119 | 208065915 | $10,000 | 501C3 | |
| ADVENTHEALTH HENDERSONVILLE FOUNDAT | |||||||
| 100 HOSPITAL DR | 851100 | HENDERSONVILLE | NC | 28792 | 592219301 | $110,627 | 501C3 |
| AMERICAN CIVIL LIBERTIES UNION OF K | |||||||
| 325 WMAIN ST | STE 2210 | LOUISVILLE | KY | 40202 | 616058569 | $5,500 | 501C3 |
| ART LEAGUE OF HENDERSON COUNTY | |||||||
| 730 LOCUST ST | HENDERSONVILLE | NC | 28792 | 561424425 | $12,788 | 501C3 | |
| ARTHRITIS FOUNDATION INC | |||||||
| 1355 PEACHTREE ST | NE STE 600 | ATLANTA | GA | 30309 | 581341679 | $5,307 | 501C3 |
| ARTS COUNCIL OF HENDERSON COUNTY | |||||||
| PO BOX 767 | HENDERSONVILLE | NC | 28793 | 581430933 | $38,051 | 501C3 | |
| ASHEVILLE ART MUSEUM | |||||||
| PO BOX 1717 | ASHEVILLE | NC | 28802 | 566060776 | $16,826 | 501C3 | |
| ASPCA | |||||||
| 424 EAST 92ND ST | NEW YORK | NY | 10128 | 131623829 | $11,650 | 501C3 | |
| AURA HOME WOMEN VETS | |||||||
| ST MATTHIAS CHURCH PARISH HOUSE 1 D | ASHEVILLE | NC | 28801 | 472041216 | $10,000 | 501C3 | |
| BABIES NEED BOTTOMS | |||||||
| PO BOX 5171 | ASHEVILLE | NC | 28813 | 823574436 | $20,000 | 501C3 | |
| BIG BROTHERS BIG SISTERS OF WESTERN | |||||||
| 50 S FRENCH BROAD AVE | ASHEVILLE | NC | 28801 | 581505917 | $13,000 | 501C3 | |
| BLACK MOUNTAIN HOME FOR CHILDREN Y | |||||||
| 80 LAKE EDEN RD | BLACK MOUNTAIN | NC | 28711 | 560538018 | $10,137 | 501C3 | |
| BLUE RIDGE BROADCASTING CORPORATION | |||||||
| PO BOX 159 | BLACK MOUNTAIN | NC | 28711 | 560750258 | $8,500 | 501C3 | |
| BLUE RIDGE COMMUNITY COLLEGE EDUCAT | |||||||
| 180 WEST CAMPUS DR | FLAT ROCK | NC | 28731 | 510175113 | $17,036 | 501C3 | |
| BLUE RIDGE COMMUNITY HEALTH SERVICE | |||||||
| 220 5TH AVE E | HENDERSONVILLE | NC | 28792 | 582009280 | $5,081 | 501C3 | |
| BLUE RIDGE COMMUNITY HEALTH SERVICE | |||||||
| 220 5TH AVE E | HENDERSONVILLE | NC | 28792 | 560794933 | $22,453 | 501C3 | |
| BLUE RIDGE HUMANE SOCIETY | |||||||
| 1214 GREENVILLE HWY | HENDERSONVILLE | NC | 28792 | 566048726 | $161,726 | 501C3 | |
| BOYS AND GIRLS CLUB OF HENDERSON CO | |||||||
| PO BOX 1460 | HENDERSONVILLE | NC | 28793 | 561803125 | $367,066 | 501C3 | |
| BOYS AND GIRLS CLUB OF TRANSYLVANIA | |||||||
| 11 GALLIMORE RD | BREVARD | NC | 28712 | 562142829 | $20,000 | 501C3 | |
| BULLINGTON GARDENS INC | |||||||
| 95 UPPER RED OAK TRL | HENDERSONVILLE | NC | 28792 | 475564883 | $19,273 | 501C3 | |
| CAMPLIFY INC | |||||||
| PO BOX 751 | HENDERSONVILLE | NC | 28793 | 260770191 | $14,756 | 501C3 | |
| CAREGIVERS OF MOTHER EARTH | |||||||
| 726 ST JOHNS WAY | HENDERSONVILLE | NC | 28791 | 871661336 | $50,268 | 501C3 | |
| CAROLINA VILLAGE | |||||||
| 600 CAROLINA VILLAGE RD | HENDERSONVILLE | NC | 28792 | 237179679 | $25,657 | 501C3 | |
| CHAMPIONS FOR WILDLIFE | |||||||
| PO BOX 128 | LYNN | NC | 28750 | 874584220 | $15,000 | 501C3 | |
| CHILDREN & FAMILY RESOURCE CENTER O | |||||||
| 851 CASE ST | HENDERSONVILLE | NC | 28792 | 562113878 | $194,331 | 501C3 | |
| CLEMSON UNIVERSITY FOUNDATION | |||||||
| PO BOX 1889 | CLEMSON | SC | 29633 | 570426335 | $500,000 | 501C3 | |
| CONSERVING CAROLINA | |||||||
| 847 CASE ST | HENDERSONVILLE | NC | 28792 | 566449365 | $60,278 | 501C3 | |
| CORNELL LAB OF ORNITHOLOGY | |||||||
| 159 SAPSUCKER WOOD RD | ITHACA | NY | 14850 | 150532082 | $10,900 | 501C3 | |
| CROSSNORE COMMUNITIES FOR CHILDREN | |||||||
| 709 5TH AVE W | HENDERSONVILLE | NC | 28739 | 560567980 | $45,500 | 501C3 | |
| EAGLE MARKET STREETS DEVELOPMENT CO | |||||||
| 70 S MARKET ST | ASHEVILLE | NC | 28801 | 582140995 | $25,000 | 501C3 | |
| ENVIRONMENTAL DEFENSE FUND INC | |||||||
| 257 PARK AVE S | 17TH FL STE | NEW YORK | NY | 10010 | 116107128 | $15,348 | 501C3 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| PO BOX 6544 | HENDERSONVILLE | NC | 28793 | 440610626 | $11,500 | 501C3 | |
| FIRST CONTACT DRUG ADDICTION MINIST | |||||||
| 106 CHADWICK AVE | HENDERSONVILLE | NC | 28792 | 474399326 | $24,732 | 501C3 | |
| FLAT ROCK PLAYHOUSE | |||||||
| PO BOX 310 | FLAT ROCK | NC | 28731 | 560571518 | $133,637 | 501C3 | |
| FLYING CLOUD INSTITUTE | |||||||
| 20 STOCKBRIDGE RD | STE 2 | GREAT BARRINGTON | MA | 01230 | 042730172 | $6,000 | 501C3 |
| FOOD CONNECTION | |||||||
| 1 SCHOOL RD | ASHEVILLE | NC | 28806 | 814190128 | $15,000 | 501C3 | |
| FOUR SEASONS COMPASSION FOR LIFE FO | |||||||
| 211 N MAIN ST | HENDERSONVILLE | NC | 28792 | 475508988 | $27,475 | 501C3 | |
| FRIENDS OF CARL SANDBURG AT CONNEMA | |||||||
| PO BOX 16 | FLAT ROCK | NC | 28731 | 561597460 | $5,046 | 501C3 | |
| FRIENDS OF ECUSTA TRAIL | |||||||
| PO BOX 265 | BREVARD | NC | 28712 | 272820132 | $13,000 | 501C3 | |
| FRIENDS OF HENDERSON COUNTY PUBLIC | |||||||
| PO BOX 2317 | HENDERSONVILLE | NC | 28793 | 566095455 | $92,158 | 501C3 | |
| HANDS ON CHILDREN'S MUSEUM | |||||||
| 318 N MAIN ST | HENDERSONVILLE | NC | 28792 | 830397594 | $25,000 | 501C3 | |
| HELPMATE INC | |||||||
| PO BOX 2263 | ASHEVILLE | NC | 28802 | 561276293 | $25,000 | 501C3 | |
| HENDERSON COUNTY & THERMAL BELT HAB | |||||||
| 1111 KEITH ST | HENDERSONVILLE | NC | 28792 | 561642263 | $110,186 | 501C3 | |
| HENDERSON COUNTY COUNCIL ON AGING | |||||||
| 105 KING CREEK BLVD | HENDERSONVILLE | NC | 28792 | 560936674 | $86,992 | 501C3 | |
| HENDERSON COUNTY EDUCATION FOUNDATI | |||||||
| 414 4TH AVE W | HENDERSONVILLE | NC | 28739 | 581734733 | $352,463 | 501C3 | |
| HENDERSON COUNTY FOSTER PARENT ASSO | |||||||
| 1507 HAYWOOD RD | STE C | HENDERSONVILLE | NC | 28791 | 562025492 | $29,943 | 501C3 |
| HENDERSON COUNTY FREE MEDICAL CLINI | |||||||
| 841 CASE ST HENDERSONVILLE | HENDERSONVILLE | NC | 28792 | 562212024 | $27,152 | 501C3 | |
| HENDERSON COUNTY GENEALOGICAL & HIS | |||||||
| 400 N MAIN ST HENDERSONVILLE | HENDERSONVILLE | NC | 28792 | 561386421 | $7,582 | 501C3 | |
| HENDERSONVILLE CENTER FOR THE ARTS | |||||||
| 211 PINEHOLT LN | FLAT ROCK | NC | 28731 | 522382432 | $32,855 | 501C3 | |
| HENDERSONVILLE COMMUNITY BAND | |||||||
| PO BOX 194 | HENDERSONVILLE | NC | 28793 | 561731243 | $5,200 | 501C3 | |
| HENDERSONVILLE HIGH SCHOOL ALUMNI A | |||||||
| PO BOX 179 | HENDERSONVILLE | NC | 28793 | 562235074 | $5,461 | 501C3 | |
| HENDERSONVILLE KIWANIS CLUB FOUNDAT | |||||||
| PO BOX 2138 | HENDERSONVILLE | NC | 28793 | 561831941 | $5,872 | 501C3 | |
| HENDERSONVILLE LIONS CLUB FOUNDATIO | |||||||
| PO BOX 2093 | HENDERSONVILLE | NC | 28793 | 203156947 | $5,650 | 501C3 | |
| HENDERSONVILLE SYMPHONY ORCHESTRA | |||||||
| PO BOX 1811 | HENDERSONVILLE | NC | 28793 | 561063207 | $44,300 | 501C3 | |
| HENDERSONVILLE THEATRE | |||||||
| 229 S WASHINGTON ST | HENDERSONVILLE | NC | 28739 | 237026989 | $25,000 | 501C3 | |
| HISTORIC JOHNSON FARM FOUNDATION I | |||||||
| 3346 HAYWOOD RD | HENDERSONVILLE | NC | 28791 | 841874209 | $6,935 | 501C3 | |
| HOLA CAROLINA | |||||||
| PO BOX 5146 | ASHEVILLE | NC | 28813 | 822943079 | $25,000 | 501C3 | |
| HOPE COALITION - HENDERSONVILLE | |||||||
| 109 FLORENCE ST | HENDERSONVILLE | NC | 28792 | 861730600 | $58,000 | 501C3 | |
| HOUSING ASSISTANCE CORPORATION | |||||||
| 214 N KING ST | HENDERSONVILLE | NC | 28792 | 581831757 | $85,044 | 501C3 | |
| INTERFAITH ASSISTANCE MINISTRY | |||||||
| PO BOX 2562 | HENDERSONVILLE | NC | 28793 | 581556963 | $55,250 | 501C3 | |
| IPTAY | |||||||
| PO BOX 1529 | CLEMSON | SC | 29633 | 465666637 | $100,000 | 501C3 | |
| IRENE WORTHAM CENTER FREEZER FOR | |||||||
| 916 WEST CHAPEL RD | ASHEVILLE | NC | 28803 | 560733452 | $15,000 | 501C3 | |
| JEWISH COMMUNITY CENTER OF ASHEVILL | |||||||
| 236 CHARLOTTE ST | ASHEVILLE | NC | 28801 | 561874077 | $15,000 | 501C3 | |
| JEWISH FAMILY SERVICES OF WNC INC | |||||||
| 2 DOCTORS PARK | STE E | ASHEVILLE | NC | 28801 | 452497063 | $24,000 | 501C3 |
| JEWISH INTEREST FREE LOAN OF ATLANT | |||||||
| 4549 CHAMBLEE DUNWOODY RD | ATLANTA | GA | 30338 | 273711475 | $10,000 | 501C3 | |
| KENTUCKY HEALTH JUSTICE NETWORK INC | |||||||
| PO BOX 4761 | LOUISVILLE | KY | 40204 | 271246514 | $7,500 | 501C3 | |
| LATINO ADVOCACY COALITION | |||||||
| 508 N GROVE ST | HENDERSONVILLE | NC | 28792 | 562267574 | $22,000 | 501C3 | |
| LITERACY CONNECTION | |||||||
| 59 E CLAIRMONT DR | HENDERSONVILLE | NC | 28791 | 561691110 | $54,233 | 501C3 | |
| LOVE AND RESPECT COMMUNITY FOR RECO | |||||||
| 120 CHADWICK SQUARE CT | HENDERSONVILLE | NC | 28739 | 862022683 | $69,150 | 501C3 | |
| MANNA FOOD BANK | |||||||
| 627 SWANNANOA RIVER RD | ASHEVILLE | NC | 28805 | 581514800 | $7,250 | 501C3 | |
| MEDICAL LOAN CLOSET OF HENDERSON CO | |||||||
| 1225 7TH AVE E | HENDERSONVILLE | NC | 28792 | 262933780 | $26,000 | 501C3 | |
| MINISTRY SEVEN DBA HENDERSONVILLE | |||||||
| PO BOX 1512 | HENDERSONVILLE | NC | 28793 | 581480173 | $181,697 | 501C3 | |
| MOUNTAINTRUE | |||||||
| 29 N MARKET ST | STE 60 | ASHEVILLE | NC | 28801 | 561422691 | $182,618 | 501C3 |
| MY FATHERS STOREHOUSE | |||||||
| PO BOX 6146 | HENDERSONVILLE | NC | 28793 | 010787966 | $71,700 | 501C3 | |
| NATIONAL ALLIANCE FOR RESEARCHSCHI | |||||||
| 747 THIRD AVE | FL 33 | NEW YORK | NY | 10017 | 311020010 | $16,187 | 501C3 |
| NATIONAL AUDUBON SOCIETY | |||||||
| 225 VARICK ST | 7TH FL | NEW YORK | NY | 10014 | 131624102 | $10,650 | 501C3 |
| NECHAMA-JEWISH RESPONSE TO DISASTER | |||||||
| PO BOX 17249 | SAINT PAUL | MN | 55117 | 411998750 | $25,000 | 501C3 | |
| NORTH CAROLINA SYNOD OF THE EVANGEL | |||||||
| 1988 LUTHERAN SYNOD DR | SALISBURY | NC | 28144 | 363514275 | $25,000 | 501C3 | |
| ONLY HOPE WNC INC | |||||||
| PO BOX 394 | HENDERSONVILLE | NC | 28793 | 453751833 | $22,500 | 501C3 | |
| PARDEE HOSPITAL FOUNDATION INC | |||||||
| 561 FLEMING ST | HENDERSONVILLE | NC | 28739 | 561930028 | $515,597 | 501C3 | |
| PERKIOMEN SCHOOL | |||||||
| 200 SEMINARY ST | ST PENNSBURG | PA | 18073 | 231352667 | $10,650 | 501C3 | |
| PETA | |||||||
| 501 FRONT ST | NORFOLK | VA | 23510 | 521218336 | $10,650 | 501C3 | |
| PISGAH LEGAL SERVICES | |||||||
| PO BOX 2276 | ASHEVILLE | NC | 28802 | 561191115 | $188,068 | 501C3 | |
| PROJECT DIGNITY OF WESTERN NORTH CA | |||||||
| PO BOX 6104 | HENDERSONVILLE | NC | 28793 | 815123670 | $11,200 | 501C3 | |
| RED CLOUD INDIAN SCHOOL | |||||||
| 100 MISSION DR | PINE RIDGE | SD | 57770 | 460275071 | $10,650 | 501C3 | |
| RIVERLINK | |||||||
| 170 LYMAN ST | ASHEVILLE | NC | 28801 | 581867958 | $22,859 | 501C3 | |
| SAFELIGHT INC | |||||||
| 317 N WASHINGTON ST | HENDERSONVILLE | NC | 28739 | 561469847 | $104,933 | 501C3 | |
| SALUDA COMMUNITY LAND TRUST INC | |||||||
| PO BOX 732 | SALUDA | NC | 28773 | 208869652 | $27,000 | 501C3 | |
| SALVATION ARMY OF HENDERSON COUNTY | |||||||
| PO BOX 2387 | HENDERSONVILLE | NC | 28793 | 580660607 | $305,815 | 501C3 | |
| SAMARITAN'S PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | 581437002 | $5,100 | 501C3 | |
| SCRIPTURE AWAKENING INC | |||||||
| 512 N GROVE ST STE 202 | STE 202 | HENDERSONVILLE | NC | 28792 | 541886930 | $10,000 | 501C3 |
| SHRINERS HOSPITALS FOR CHILDREN | |||||||
| 2900 N ROCKY POINT DR | TAMPA | FL | 33607 | 362193608 | $19,129 | 501C3 | |
| SIERRA CLUB FOUNDATION | |||||||
| 2101 WEBSTER ST | STE 1250 | OAKLAND | CA | 94612 | 946069890 | $13,275 | 501C3 |
| SIXTH AVE PSYCHIATRIC AND REHAB PA | |||||||
| 218 WEST ALLEN | STE B | HENDERSONVILLE | NC | 28739 | 205599815 | $56,723 | 501C3 |
| SMART START OF HENDERSON COUNTY IN | |||||||
| 525 NORTH JUSTICE ST | HENDERSONVILLE | NC | 28739 | 562092325 | $6,000 | 501C3 | |
| SOUTHERN POVERTY LAW CENTER INC | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | 630598743 | $5,462 | 501C3 | |
| SPEAK LIFE COMMUNITY CHURCH | |||||||
| PO BOX 6232 | HENDERSONVILLE | NC | 28793 | 263627457 | $9,460 | 501C3 | |
| ST JOHN IN THE WILDERNESS | |||||||
| PO BOX 185 | FLAT ROCK | NC | 28731 | 560843429 | $7,787 | 501C3 | |
| ST GERARD HOUSE | |||||||
| 620 OAKLAND ST | HENDERSONVILLE | NC | 28791 | 450948760 | $20,000 | 501C3 | |
| ST JOSEPH'S INDIAN SCHOOL | |||||||
| N MAIN ST | PO BOX 89 | CHAMBERLAIN | SD | 57326 | 460235912 | $10,650 | 501C3 |
| ST JUDE CHILDREN'S RESEARCH HOSPIT | |||||||
| 501 ST JUDE PL | MEMPHIS | TN | 38105 | 620646012 | $10,908 | 501C3 | |
| ST LABRE INDIAN SCHOOL | |||||||
| PO BOX 216 | 1000 TONGUE RIVER RD | ASHLAND | MT | 59003 | 810244542 | $10,650 | 501C3 |
| TEAM ECCO INC | |||||||
| 511 N MAIN ST | HENDERSONVILLE | NC | 28792 | 200260187 | $6,000 | 501C3 | |
| TEXAS WOMEN'S UNIVERSITY FOUNDATION | |||||||
| 304 ADMINISTRATION DR | DENTON | TX | 76204 | 751292762 | $7,500 | 501C3 | |
| THE EPISCOPAL CHURCH OF THE TRANSFI | |||||||
| PO BOX 130 | BAT CAVE | NC | 28710 | 561196354 | $11,000 | 501C3 | |
| THE HAVEN OF TRANSYLVANIA COUNTY | |||||||
| PO BOX 25 | BREVARD | NC | 28712 | 271124164 | $20,234 | 501C3 | |
| THE HOPE CENTER | |||||||
| 552 RIDGE RD | HENDERSONVILLE | NC | 28792 | 824305125 | $41,863 | 501C3 | |
| THE MEDIATION CENTER ASHEVILLE OFF | |||||||
| 50 S FRENCH BROAD AVE | 258 | ASHEVILLE | NC | 28801 | 561424025 | $12,500 | 501C3 |
| THE MISSION ON THE MOUNTAIN | |||||||
| 2500 MORGAN MILL RD | BREVARD | NC | 28712 | 473398590 | $59,307 | 501C3 | |
| THE NORTH CAROLINA ARBORETUM SOCIET | |||||||
| 100 FREDERICK LAW OLMSTED WAY | ASHEVILLE | NC | 28806 | 561712373 | $15,600 | 501C3 | |
| THE PEREGRINE FUND INC | |||||||
| 5668 W FLYING HAWK LN | BOISE | ID | 83709 | 231969973 | $11,000 | 501C3 | |
| THE TRYON GARDEN CLUB INC | |||||||
| PO BOX 245 | TRYON | NC | 28782 | 560850156 | $57,000 | 501C3 | |
| TRANSYLVANIA VOCATIONAL SERVICES | |||||||
| PO BOX 1115 | BREVARD | NC | 28712 | 561261616 | $6,000 | 501C3 | |
| TRUE RIDGE FOUNDATION | |||||||
| 204 6TH AVE WEST | WEST HENDERSONVILLE | NC | 28739 | 821094679 | $104,500 | 501C3 | |
| UNITED WAY OF HENDERSON COUNTY | |||||||
| PO BOX 487 | HENDERSONVILLE | NC | 28793 | 560890133 | $95,012 | 501C3 | |
| UNIVERSITY OF MINNESOTA FOUNDATION | |||||||
| 200 OAK ST | STE 500 | MINNEAPOLIS | MN | 55455 | 416042488 | $10,650 | 501C3 |
| VETERANS HEALING FARM | |||||||
| 136 KIMZEY RD | MILLS RIVER | NC | 28759 | 465689396 | $407,853 | 501C3 | |
| WAKE FOREST BAPTIST MEDICAL CENTER | |||||||
| PO BOX 571021 | SALEM | NC | 27157 | 223849199 | $17,576 | 501C3 | |
| WAYPOINT ADVENTURE | |||||||
| 151 HIGHWAY 9 | STE B 204 | BLACK MOUNTAIN | NC | 28711 | 273045996 | $12,781 | 501C3 |
| WILL AND DENI MCINTYRE FOUNDATION | |||||||
| 77 BEAR ROCK RD | HENDERSONVILLE | NC | 28739 | 263029274 | $50,000 | 501C3 | |
| WNC AIR MUSEUM | |||||||
| PO BOX 2343 | HENDERSONVILLE | NC | 28793 | 561672170 | $35,000 | 501C3 | |
| WNCSOURCE | |||||||
| PO BOX 685 | HENDERSONVILLE | NC | 28793 | 560846319 | $68,278 | 501C3 | |
| WORLD WILDLIFE FUND INC | |||||||
| 1250 24TH ST | NW | WASHINGTON | DC | 20037 | 521693387 | $10,650 | 501C3 |
| YMCA OF WESTERN NORTH CAROLINA | |||||||
| 40 N MERRIMON AVE | ASHEVILLE | NC | 28804 | 560530013 | $22,500 | 501C3 | |
| YOUTH FOR CHRIST | |||||||
| 56 MONTGOMERY ST | STE 2 | WAYNESVILLE | NC | 28786 | 362193619 | $8,000 | 501C3 |
| AGUDAS ISRAEL CONGREGATION | |||||||
| 505 GLASGOW LN | HENDERSONVILLE | NC | 28739 | 561150425 | $12,355 | CHURCH | |
| ALL SAINTS ANGLICAN CHURCH | |||||||
| 15 MCDOWELL RD | MILLS RIVER | NC | 28759 | 562096652 | $6,155 | CHURCH | |
| BAT CAVE BAPTIST CHURCH | |||||||
| P O BOX 247 5095 CHIMNEY ROCK RD | BAT CAVE | NC | 28710 | 561291944 | $11,303 | CHURCH | |
| BILTMORE CHURCH | |||||||
| 35 CLAYTON RD | ARDEN | NC | 28704 | 566090142 | $20,000 | CHURCH | |
| CHIMNEY ROCK BAPTIST CHURCH | |||||||
| 270 BOYS CAMP RD | PO BOX 157 | LAKE LURE | NC | 28746 | 560752157 | $10,000 | CHURCH |
| FAIRFIELD MOUNTAIN CHAPEL | |||||||
| 1384 BUFFALO CREEK RD | LAKE LURE | NC | 28746 | 581494631 | $35,000 | CHURCH | |
| FIRST BAPTIST CHURCH | |||||||
| 312 5TH AVE | HENDERSONVILLE | NC | 28739 | 620721470 | $27,459 | CHURCH | |
| FIRST CONGREGATIONAL CHURCH | |||||||
| 1735 5TH AVE | HENDERSONVILLE | NC | 28739 | $33,632 | CHURCH | ||
| FIRST CONGREGATIONAL UNITED CHURCH | |||||||
| 1031 SOUTH EUCLID AVE | SARASOTA | FL | 34237 | 590896302 | $5,669 | CHURCH | |
| FIRST UNITED METHODIST CHURCH OF HE | |||||||
| 206 6TH AVE W | HENDERSONVILLE | NC | 28739 | 262664469 | $45,157 | CHURCH | |
| FLETCHER UNITED METHODIST CHURCH | |||||||
| 50 LIBRARY RD | FLETCHER | NC | 28732 | $11,800 | CHURCH | ||
| FRANKLIN CHURCH OF CHRIST | |||||||
| PO BOX 656 | FRANKLIN | NC | 28744 | 566170402 | $7,000 | CHURCH | |
| HENDERSONVILLE CHURCH OF CHRIST | |||||||
| 1975 HAYWOOD RD | HENDERSONVILLE | NC | 28791 | $14,500 | CHURCH | ||
| HENDERSONVILLE PRESBYTERIAN CHURCH | |||||||
| 699 NORTH GROVE ST | HENDERSONVILLE | NC | 28792 | 471424434 | $31,216 | CHURCH | |
| IMMACULATE CONCEPTION CHURCH | |||||||
| 611 N CHURCH ST | STE 101 | HENDERSONVILLE | NC | 28792 | 530196617 | $8,584 | CHURCH |
| MIDDLEFORK BAPTIST CHURCH | |||||||
| 2824 PICKENS HWY | ROSMAN | NC | 28772 | $5,471 | CHURCH | ||
| MILLS RIVER UNITED METHODIST CHURCH | |||||||
| 137 OLD TURNPIKE RD | MILLS RIVER | NC | 28759 | $12,100 | CHURCH | ||
| SAINT JAMES EPISCOPAL CHURCH | |||||||
| 766 N MAIN ST | HENDERSONVILLE | NC | 28792 | 560682484 | $175,899 | CHURCH | |
| ST PAUL'S EPISCOPAL CHURCH | |||||||
| PO BOX 70 | EDNEYVILLE | NC | 28727 | $8,214 | CHURCH | ||
| TRINITY PRESBYTERIAN CHURCH | |||||||
| 900 BLYTHE ST | HENDERSONVILLE | NC | 28791 | 560898465 | $21,000 | CHURCH | |
| UNITARIAN UNIVERSALIST FELLOWSHIP | |||||||
| 409 E PATTERSON ST | HENDERSONVILLE | NC | 28739 | 562001581 | $8,000 | CHURCH | |
| ADVANCED DERMATOLOGY AND SKIN SURGE | |||||||
| 16 MEDICAL PARK DR | ASHEVILLE | NC | 28803 | 550801575 | $8,000 | DISAST | |
| ASHEVILLE THERMOFORM PLASTICS INC | |||||||
| 200 CANE DRK INDUSTRIAL PARK RD | FLETCHER | NC | 28732 | 562110280 | $10,000 | DISAST | |
| BARKERS ANONYMOUS BOUTIQUE AND TRAI | |||||||
| 23 RIVOLI BLVD | HENDERSONVILLE | NC | 28739 | 843146526 | $9,000 | DISAST | |
| BAY BREEZE SEAFOOD RESTAURANT | |||||||
| 1830 ASHEVILLE HWY | HENDERSONVILLE | NC | 28791 | 562182256 | $6,000 | DISAST | |
| BEARWALLOW VALLEY FARM | |||||||
| 3325 OLD CLEAR CRK RD | HENDERSONVILLE | NC | 28792 | 832968330 | $6,000 | DISAST | |
| CAMP MATTERS LLC | |||||||
| PO BOX 7 | TUXEDO | NC | 28784 | 813428208 | $6,000 | DISAST | |
| CAPSTONE LIFESTYLE INC | |||||||
| 157 RUGBY HOLLOW DR | HENDERSONVILLE | NC | 28791 | 831495389 | $8,000 | DISAST | |
| COSTON FARMS LLC | |||||||
| 3748 CHIMNEY ROCK RD | HENDERSONVILLE | NC | 28792 | 300407454 | $6,000 | DISAST | |
| DAVE ANDERS ENTERPRISES INC | |||||||
| 5349 ASHEVILLE HWY | ASHEVILLE | NC | 28791 | 562251273 | $6,000 | DISAST | |
| FIELER AUTOMOTIVE INC | |||||||
| 912 7TH AVE E | HENDERSONVILLE | NC | 28792 | 465437015 | $10,000 | DISAST | |
| HENDERSONVILLE PEDIATRICS PA | |||||||
| 600 BEVERLY HANKS CTR | HENDERSONVILLE | NC | 28792 | 561024215 | $6,500 | DISAST | |
| HILLCREST ORCHARD LLC | |||||||
| 170 STEPP ORCHARD DR | HENDERSONVILLE | NC | 28792 | 472728368 | $10,000 | DISAST | |
| MAX'S ZOO LLC | |||||||
| 1794 ASHEVILLE HWY | HENDERSONVILLE | NC | 28791 | 461517786 | $8,000 | DISAST | |
| MIND YOUR BUSINESS LLC | |||||||
| 500 BEVERLY HANKS CTR | HENDERSONVILLE | NC | 28792 | 223455336 | $8,000 | DISAST | |
| ROBERT STINE | |||||||
| 106 SANDY CREEK TR | FLETCHER | NC | 28732 | $9,071 | DISAST | ||
| STERLINGMCMURRAY INC | |||||||
| 920 7TH AVE E | HENDERSONVILLE | NC | 28792 | 562280045 | $10,000 | DISAST | |
| THE BAKER'S BOX LLC | |||||||
| 1508 ASHEVILLE HWY | HENDERSONVILLE | NC | 28791 | 834666047 | $6,000 | DISAST | |
| VALIANT FABRICS CORP | |||||||
| 175 MILLS GAP RD | STE 750 | FLETCHER | NC | 28732 | 132536772 | $6,000 | DISAST |
| COUNTY OF RUTHERFORD | |||||||
| 289 N MAIN ST | RUTHERFORDTON | NC | 28139 | $170,000 | GOVERN | ||
| FLETCHER RECREATION PARK INC | |||||||
| 33 STONEY BROOK CT | FLETCHER | NC | 28732 | 581899680 | $10,000 | GOVERN | |
| HENDERSON COUNTY PUBLIC LIBRARY | |||||||
| 301 NORTH WASHINGTON ST | HENDERSONVILLE | NC | 28739 | 566000307 | $32,591 | GOVERN | |
| HENDERSON COUNTY PUBLIC SCHOOLS | |||||||
| 414 FOURTH AVE | HENDERSONVILLE | NC | 28739 | 561821543 | $121,667 | GOVERN | |
| VILLAGE OF CHIMNEY ROCK | |||||||
| PO BOX 300 | ROCK | NC | 28720 | $12,194 | GOVERN | ||
| FLETCHER ACADEMY | |||||||
| PO BOX 5440 | FLETCHER | NC | 28732 | 561432644 | $11,488 | SCHOOL | |
| THE MOUNTAIN COMMUNITY SCHOOL | |||||||
| 613 GLOVER ST | HENDERSONVILLE | NC | 28792 | 562097916 | $16,050 | SCHOOL | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 132 | Total501c3OrgCnt |
| Total Other Org | 41 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 282 | RecipientCnt |
| Cash Grant | $575,200 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION AWARDS GRANTS THROUGH BOTH COMPETITIVE AND NON-COMPETITIVE PROCESS WITH THE GREATEST NUMBER OF GRANTS BEING NON-COMPETITIVE, INCLUDING DESIGNATED AND DONOR ADVISED GRANTS. GRANTS WERE AWARDED TO 388 ORGANIZATIONS REPRESENTING A BROAD SPECTRUM OF SERVICES. GRANTS ARE CATEGORIZED INTO EIGHT PROGRAM AREAS: ANIMAL CARE, ARTS AND CULTURE, CIVIC AND COMMUNITY, CONSERVATION, HEALTH, HUMAN SERVICES, EDUCATION AND OTHER PHILANTHROPIC INTERESTS. THE FOUNDATION STRIVES TO CONNECT THOSE WHO HAVE PHILANTHROPIC RESOURCES TO THE ORGANIZATIONS AND CAUSES THAT MEET DONOR CHARITABLE INTERESTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MCCRAY V BENSON | PersonNm |
| Title | PRESIDENT/CEO | TitleTxt |
| Base Compensation Filing Org | $214,737 | BaseCompensationFilingOrgAmt |
| Deferred Compensation Flng Org | $30,500 | DeferredCompensationFlngOrgAmt |
| Total Compensation Filing Org | $245,237 | TotalCompensationFilingOrgAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 15 | ContributionCnt |
| Noncash Contributions Rpt F990 | $377,901 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Real Estate Other RealEstateOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,450,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV APPRAISAL | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, PAGE 2, PART II | FormAndLineReferenceDesc |
| Explanation | 15 CONTRIBUTIORS OF DONATED STOCK IS BASED ON INDIVIDUAL CONTRIBUTORS, REGARDLESS OF HOW MANY SHARES OR HOW MANY TIMES THEY CONTRIBUTED. 1 DONOR PROVIDED A BARGAIN SALE, PART-GIFT/PART-SALE TRANSACTION. DONOR SOLD LAND AND BUILDING FOR LESS THAN FMV TO CFHC AND DONATED THE REMAINING DIFFERENCE OF APPRAISED FMV. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | HELPING PEOPLE WHO CARE MAKE LASTING CONTRIBUTIONS TO CAUSES THAT MATTER, COMMUNITY FOUNDATION OF HENDERSON COUNTY IS A HIGHLY VISIBLE, PHILANTHROPIC LEADER DIRECTED BY AN ENGAGED AND COMMITTED BOARD, STAFFED BY QUALIFIED EMPLOYEES, EMPOWERING DONORS AT ALL LEVELS TO INVEST IN PROFESSIONALLY MANAGED CHARITABLE FUNDS THAT ADDRESS COMMUNITY NEEDS. |
| FORM 990, PAGE 2, PART III, LINE 4A | FOUNDED IN 1982, COMMUNITY FOUNDATION OF HENDERSON COUNTY SERVES THE ENTIRE COMMUNITY BY RECEIVING, MANAGING, DISTRIBUTING FUNDS FOR CHARITABLE PURPOSES, AND CONSULTATION ON CHARITABLE PROGRAMS TO FULFILL 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 389 ORGANIZATIONS REPRESENTING A BROAD SPECTRUM OF SERVICES. GRANTS ARE CATEGORIZED INTO NINE PROGRAM AREAS: ANIMAL CARE, ARTS AND CULTURE, CIVIC AND COMMUNITY AFFAIRS, CONSERVATION, EDUCATION, HEALTH, HUMAN SERVICES, FAITH BASED NEEDS, AND OTHER. THE FOUNDATION USES STRATEGIES ON CONVENING COMMUNITY INTEREST; ENGAGE LEADERSHIP, VOLUNTEERS AND ORGANIZATIONS TO WORK COLLABORATIVELY ON COMMUNITY ISSUES. 68 DISASTER GRANTS WERE AWARDED TO 48 NONPROFITS AND 137 BUSINESSES WERE IMPACTED BY HURRICANE HELENE. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE RETURN WAS PREPARED BY AN INDEPENDENT ACCOUNTANT WITH ASSISTANCE AND OVERSIGHT BY MANAGEMENT. UPON COMPLETION AND REVIEW, THE RETURN WAS PROVIDED TO THE GOVERNING BODY BEFORE SUBMISSION TO THE IRS. |
| FORM 990, PAGE 6, PART VI, LINE 12C | AT THE FIRST BOARD MEETING OF EACH FISCAL YEAR, EACH OF BOARD OF DIRECTOR IS REQUIRED TO COMPLETE AND SIGN A CONFLICT OF INTEREST FORM, INCLUDING REQUEST FOR SELF-DISCLOSURE DURING FUTURE VOTES AND ACTIONS. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE PRIMARY SOURCE FOR COMPARABILITY DATA IS "GRANT MAKERS SALARY AND BENEFITS REPORT" PUBLISHED ANNUALLY BY COUNCIL ON FOUNDATIONS. |
| FORM 990, PAGE 6, PART VI, LINE 19 | ALL GOVERNING DOCUMENTS ARE MAINTAINED ONLINE AND MADE AVAILABLE UPON REQUEST, FINANCIAL AUDIT RESULTS ARE PUBLISHED ON THE ORGANIZATIONS WEBSITE. |
| FORM 990, PART XI, LINE 9 | CHANGE IN FUNDS HELD AS ORG ENDOWMENTS 1,685,943 FSA ADJUSTMENT -1,685,941 TOTAL 2 |
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