2024-03-14T15:10:54-05:00 2023-06-30 560570567 DMJPS PLLC 79 WOODFIN PLACE SUITE 300 ASHEVILLE NC 28801 990 2022-07-01 561223384 THE COMMUNITY FOUNDATION OF WESTERN NORTH CAROLINA INC COMM 8282544960 4 VANDERBILT PARK DRIVE SUITE 300 ASHEVILLE NC 28803 GRAHAM KEEVER CHIEF FINANCIAL OFFICER 8282544960 2024-02-29 1 GRAHAM KEEVER 999009999 0 KAREN S GRAY CPA P00322371 8282542374 2024-02-29 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z GRAHAM KEEVER 4 VANDERBILT PARK DRIVE SUITE 300 ASHEVILLE NC 28803 76175232 0 X WWW.CFWNC.ORG X 1978 NC PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S MISSION STATEMENT.THE COMMUNITY FOUNDATION IS A PHILANTHROPIC ORGANIZATION DEDICATED TO RAISING CHARITABLE CAPITAL FOR THE BENEFIT OF ITS 18-COUNTY REGION, AND STRATEGICALLY ALLOCATING RESOURCES TO ADDRESS PRESSING NEEDS. 19 19 21 50 191937 190937 30735202 22856445 678898 620933 13957793 8393675 140872 112242 45512765 31983295 20943628 20447838 0 0 2337483 2728969 0 0 612632 2090285 2105366 25371396 25282173 20141369 6701122 387056220 407823068 103399178 103084742 283657042 304738326 THE COMMUNITY FOUNDATION OF WESTERN NORTH CAROLINA PROMOTES AND EXPANDS REGIONAL PHILANTHROPY AND DEVELOPS LOCAL FUNDS THAT ADDRESS CHANGING NEEDS AND OPPORTUNITIES IN THE 18 COUNTIES OF WESTERN NORTH CAROLINA. 0 0 22678756 20447838 693102 THE FOUNDATION MADE NUMEROUS CHARITABLE CONTRIBUTIONS TO SPECIFIC APPROVED 501(C)(3) ORGANIZATIONS, AND TO INDIVIDUALS FOR SCHOLARSHIPS. 22678756 1 1 0 1 0 1 0 0 0 1 1 1 0 0 1 1 1 0 0 0 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 1 0 0 0 1 44 0 1 21 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X X X GRAHAM KEEVER 8282544960 4 VANDERBILT PARK DRIVE SUITE 300 ASHEVILLE NC 28803 CAROLINE AVERY DIRECTOR 1.00 X 0 0 0 HIMANSHU KARVIR TREASURER 1.00 X X 0 0 0 CONNIE HAIRE DIRECTOR 1.00 X 0 0 0 ELIZABETH K BRAZAS PRESIDENT 40.00 X X 297979 0 42443 ELLEN CARR DIRECTOR 1.00 X 0 0 0 FRANCISCO CASTELBLANCO DIRECTOR 1.00 X 0 0 0 GRAHAM KEEVER CHIEF FINANCIAL OFFICER 40.00 X X 193026 0 44890 YOLANDA FAIR DIRECTOR 1.00 X 0 0 0 J CHRIS SMTIH CHAIRPERSON 1.00 X X 0 0 0 JANET SHARP STAFF ACCOUNTANT 40.00 X X 79050 0 30416 JEAN MCLAUGHLIN DIRECTOR 1.00 X 0 0 0 JOANNE BADR MORGAN VICE CHAIRPERSON 1.00 X X 0 0 0 JUANITA WILSON DIRECTOR 1.00 X 0 0 0 JULIE D KLIPP CHIEF OPERATING OFFICER 40.00 X X 144471 0 24027 MICHAEL FIELDS SECRETARY 1.00 X X 0 0 0 NAOMI DAVIS FINANCE & HR OFFICER 40.00 X X 81840 0 20878 NATALIE BAILEY DIRECTOR 1.00 X 0 0 0 SCOTT SHEALY DIRECTOR 1.00 X 0 0 0 CARTER B WEBB DIRECTOR 1.00 X 0 0 0 SUSAN JENKINS DIRECTOR 1.00 X 0 0 0 VIRGINA L DOLLAR ASSISTANT SECRETARY 40.00 X X 79649 0 20673 WILLIAM CLARKE DIRECTOR 1.00 X 0 0 0 HEATHER NORTON DIRECTOR 1.00 X 0 0 0 SHARON FOUTS TAYLOR DIRECTOR 1.00 X 0 0 0 LAURA HERNDON-KEY EMPLOYEE VICE PRESIDENT, DEVELOPMEN 40.00 X 114309 0 24069 HARRIS M LIVINGSTAIN DIRECTOR 1.00 X 0 0 0 PHILIP P BELCHER VICE PRESIDENT PROGRAMS 40.00 X 143163 0 39445 1133487 0 246841 5 0 1 0 0 X 58000 22798445 2501717 22856445 MGMT FEE INCOME (NET-SEE SCH O) 523940 620933 620933 620933 4442369 191937 4250432 48143243 44191937 3951306 3951306 3951306 MISCELLANEOUS REVENUE 900099 112242 112242 112242 31983295 0 191937 8934913 19964338 19964338 483500 483500 1459992 715197 545297 199498 888112 522203 250686 115223 63071 33237 21380 8454 171097 90164 58000 22933 146697 77306 49729 19662 311130 163958 105470 41702 13696 7217 4643 1836 52853 27852 17917 7084 555696 555696 174306 91855 59088 23363 44641 23525 15133 5983 63039 33220 21370 8449 20024 10552 6788 2684 18974 9999 6432 2543 85936 45287 29131 11518 24032 12664 8147 3221 TRAINING/STAFF DEVELOPM 209669 110490 71076 28103 CONTRACT SERVICES 152046 80125 51542 20379 OTHER EXPENSE 117305 61816 39765 15724 EQUIPMENT MAINTENANCE 109128 57508 36994 14626 152891 56743 36501 59647 25282173 22678756 1990785 612632 4653402 2337449 19355035 15603871 127495 130180 3000000 26252 60266 3012243 1051529 2039120 1960714 196207977 216107600 164646939 168622988 387056220 407823068 38836 64356 514566 538431 102845776 102481955 103399178 103084742 X 5425259 6373519 278231783 298364807 283657042 304738326 387056220 407823068 X 6701122 13793761 586401 X X 0 1 X 1 0 X 18993511 17277827 26842724 30818063 12856445 106788570 18993511 17277827 26842724 30818063 12856445 106788570 8494299 98294271 2879787 3384826 3124776 3483434 4442369 17315192 24389 156237 410667 335848 191937 1119078 691559 682580 766981 819770 733175 3694065 128916905 0.76250 0.76110 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 7500 7500 22671256 22678756 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 25256 11994 9035 7500 53785 250000 250000 250000 250000 1000000 1500000 95 85 180 PART I-A, LINE 1: ELIZABETH BRAZAS SIGNED ONTO LETTER URGING OUR FEDERAL LAWMAKERS TO SUPPORT MAKING PERMANENT THE AMERICAN RESCUE PLAN EXPANSIONS OF CHILD TAX CREDIT AND EARNED INCOME TAX. ELIZABETH BRAZAS SIGNED ONTO LETTER URGING CONGRESS TO RESTORE AND EXPAND THE CHARITABLE DEDUCTION FOR NON ITEMIZERS IN YEAR-END TAX LEGISLATION. AMANDA FRICK KEISER WORKED WITH WORKSHOP FOR WARRIORS ON A CALL TO ACTION TO REACH OUT TO HOUSE AND SENATE TO SUPPORT HB 76 ACCESS TO HEALTHCARE OPTIONS. ELIZABETH BRAZAS SIGNED ONTO CHARITABLE GIVING COALITION LETTER TO SUPPORT CHARITABLE ACT, A BIPARTISAN BILL. ELIZABETH BRAZAS SUMITTED FOOD RESEARCH & ACTION CENTER SAMPLE LEETTER COMMENTS TO SUPPORT USDA PROPOSED RULE EXPANDING ACCESS TO THE COMMUNITY ELIGIBILITY PROVISION, WHICH ALLOWS HIGH-NEED SCHOOLS TO OFFER FREE SCHOOL BREAKFAST AND LUNCH TO ALL THEIR STUDENTS. ALSO LETTER SUPPORTING IMPROVED NUTRITION STANDARDS IN SCHOOL MEALS. ELIZABETH BRAZAS SIGNED ONTO SCHOOL MEALS FOR ALL NC LETTER ASKING STATE LEGISLATURE TO SUPPORT THE HEALTH AND ACADEMIC ACHIEVEMENT OF NC KIDS AND INCLUDED FUNDING FOR NO-COST SCHOOL MEALS IN THE BUDGET. ELIZABETH BRAZAS SIGNED ONTO COF'S LETTER IN SUPPORT OF THE WORKFORCE DEVELOPMENT THROUGH POST-GRADUATION SCHOLARSHIP ACT. 436 18397508 12728564 126511652 1 1 0 181906685 2990023 14104999 7556901 1716624 516306 189211876 198676498 15565333 -24131334 7241551 526890 435371 181906685 160694893 5125325 39759734 5466169 815800 621485 198676498 162390311 4778098 1877895 6976167 1043350 331894 160694893 155514737 8339531 5686543 6098007 726944 325549 162390311 0.00000 0.86950 0.13050 0 0 2596803 675761 1921042 181863 170624 11239 233577 205144 28433 1960714 INVESTMENT FUNDS (RESTRICTED CASH) 21390836 F OTHER HEDGE FUNDS 25741898 F REAL ESTATE ASSET FUNDS 15752444 F PRIVATE EQUITY FUNDS 6885055 F LONE JUNIPER, LP (HEDGE FUND) 2860830 F WEATHERLOW OFFSHORE FUND I, LTD (HEDGE FUND) 10449170 F INDIVIDUAL FIXED INCOME SECURITIES 24015438 F FIXED INCOME MUTUAL FUNDS 57267322 F POOLED FIXED INCOME FUNDS 4259995 F 168622988 FUNDS HELD AS AGENCY ENDOWMENTS 98853434 LIABILITY UNDER TRUST AGREEMENTS 3628521 102481955 X 45807760 13793761 13793761 32013999 555697 -586401 -30704 31983295 24726476 0 24726476 555697 555697 25282173 PART X, LINE 2: THE FOUNDATION HAS BEEN CLASSIFIED AS A PUBLICLY-SUPPORTED CHARITABLE FOUNDATION UNDER THE INTERNAL REVENUE CODE SECTION 501(C)(3). AS A PUBLICLY-SUPPORTED CHARITY, THE FOUNDATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES AND FEDERAL EXCISE TAXES UNDER SECTION 509(A)(1) OF THE INTERNAL REVENUE CODE. IT IS THE FOUNDATION'S POLICY TO EVALUATE ALL TAX POSITIONS TO IDENTIFY ANY THAT MAY BE CONSIDERED UNCERTAIN. ALL IDENTIFIED MATERIAL TAX POSITIONS ARE ASSESSED AND MEASURED BY A "MORE-LIKELY-THAN-NOT" THRESHOLD TO DETERMINE IF THE TAX POSITION IS UNCERTAIN, AND WHAT, IF ANY, EFFECT THE UNCERTAIN TAX POSITION MAY HAVE ON THE FINANCIAL STATEMENTS. NO MATERIAL UNCERTAIN TAX POSITIONS WERE IDENTIFIED FOR 2022 AND 2021. CURRENTLY, THE STATUTE OF LIMITATIONS REMAINS OPEN SUBSEQUENT TO AND INCLUDING 2019; HOWEVER, NO EXAMINATIONS ARE IN PROCESS OR ANTICIPATED. ANY CHANGES IN THE AMOUNT OF A TAX POSITION WILL BE RECOGNIZED IN THE PERIOD THE CHANGE OCCURS. PART XI, LINE 4B - OTHER ADJUSTMENTS: ANNUITY DISTRIBUTIONS 348,525. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -934,926. 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 PART III ACCOUNTING METHOD: 1 A BETTER LIFE ANIMAL RESCUE PO BOX 831 MORGANTON NC 28680 272346103 501(C)(3) 91360 0 BOOK ANIMAL WELFARE A CARING SOLUTION 301 EAST MEETING STREET MORGANTON NC 28655 814109704 501(C)(3) 15000 0 BOOK PROMOTING QUALITY HEALTH A GIFT FOR TEACHING 6501 MAGIC WAY ORLANDO FL 32809 593515162 501(C)(3) 8500 0 BOOK IMPROVING EDUCATIONAL OPPORTUNITIES A-B TECH COMMUNITY COLLEGE FOUNDATION 340 VICTORIA ROA ASHEVILLE NC 28801 561993458 501(C)(3) 108138 0 BOOK IMPROVING EDUCATIONAL OPPORTUNITIES ABOUNDING GRACE MINISTRY PO BOX 36 RUTHERFORDTON NC 28139 262340478 501(C)(3) 5200 0 BOOK ASSISTING PEOPLE IN NEED ACLU OF NORTH CAROLINA LEGAL FOUNDATION PO BOX 2800 RALEIGH NC 276118004 561019644 501(C)(3) 51750 0 BOOK BUILDING COMMUNITY & ECONOMIC VITALITY ADULTS WORKING AND ADVOCATING FOR KIDS EMPOWERMENT (AWAKE) PO BOX 75 SYLVA NC 28779 561796889 501(C)(3) 30000 0 BOOK ASSISTING PEOPLE IN NEED ALL HANDS AND HEARTS SMART RESPONSE 6 COUNTY ROAD MATTAPOISETT MA 02739 203414952 501(C)(3) 6000 0 BOOK ASSISTING PEOPLE IN NEED ALL SOULS COUNSELING CENTER 35 ARLINGTON STREE ASHEVILLE NC 28801 562200862 501(C)(3) 90900 0 BOOK PROMOTING QUALITY HEALTH ALZHEIMER'S ASSOCIATION - WNC CHAPTER 4600 PARK ROAD CHARLOTTE NC 28209 133039601 501(C)(3) 164630 0 BOOK PROMOTING QUALITY HEALTH AMALGAMATED CHARITABLE FOUNDATION 1825 K STREET WASHINGTON DC 20006 821517696 501(C)(3) 243922 0 BOOK BUILDING COMMUNITY & ECONOMIC VITALITY AMAZING GRACE MINISTRIES OF HENDERSONVILLE 814A KANUGA ROA HENDERSONVILLE NC 28739 811349247 501(C)(3) 10000 0 BOOK ASSISTING PEOPLE IN NEED AMAZON BIODIVERSITY CENTER CO UNITED NATIONS FOUNDATION 1750 PENNSYLVANIA AVENUE NW WASHINGTON DC 20006 830572780 501(C)(3) 25000 0 BOOK ENHANCING THE ENVIRONMENT AMERICAN CANCER SOCIETY SOUTHEAST REGION CHARLOTTE NC 28220 131788491 501(C)(3) 21904 0 BOOK PROMOTING QUALITY HEALTH AMERICAN CHESTNUT FOUNDATION 50 NORTH MERRIMON AVENUE ASHEVILLE NC 28804 411483019 501(C)(3) 10000 0 BOOK ENHANCING THE ENVIRONMENT AMERICAN FRIENDS OF COMBATANTS FOR PEACE PO BOX 2473 PASADENA CA 91199 364778519 501(C)(3) 5550 0 BOOK BUILDING COMMUNITY & ECONOMIC VITALITY AMERICAN RED CROSS WNC CHAPTER ASHEVILLE NC 28804 530196605 501(C)(3) 163621 0 BOOK ASSISTING PEOPLE IN NEED AMERICAN WHITEWATER PO BOX 154 CULLOWHEE NC 28723 237083760 501(C)(3) 6000 0 BOOK ENHANCING THE ENVIRONMENT AMERICARES 88 HAMILTON AVENU STAMFORD CT 069023111 061008595 501(C)(3) 10250 0 BOOK ASSISTING PEOPLE IN NEED ANDREWS ELEMENTARY SCHOOL 205 JEAN CHRISTY AVENU ANDREWS NC 28901 566000211 501(C)(3) 66306 0 BOOK IMPROVING EDUCATIONAL OPPORTUNITIES ANDREWS HIGH SCHOOL 50 HIGH SCHOOL DRIV ANDREWS NC 28901 566000211 501(C)(3) 7000 0 BOOK IMPROVING EDUCATIONAL OPPORTUNITIES ANIMAL SAMARITANS 72120 PET LAND PLAC THOUSAND PALMS CA 92276 953171867 501(C)(3) 7000 0 BOOK ANIMAL WELFARE ANNABELLE'S HAVEN PO BOX 84 BURNSVILLE NC 28714 462678452 501(C)(3) 10000 0 BOOK ASSISTING PEOPLE IN NEED AOPA FOUNDATION 421 AVIATION WA FREDERICK MD 21701 208817225 501(C)(3) 10000 0 BOOK BUILDING COMMUNITY & ECONOMIC VITALITY APPALACHIAN SUSTAINABLE AGRICULTURE PROJECT 306 WEST HAYWOOD STREET ASHEVILLE NC 28801 061642769 501(C)(3) 70850 0 BOOK ENHANCING THE ENVIRONMENT APPALACHIAN THERAPEUTIC RIDING CENTER 176 CHIMNEY RIDGE LAN BURNSVILLE NC 28714 561530138 501(C)(3) 17000 0 BOOK ASSISTING PEOPLE IN NEED APPALACHIAN WILDLIFE REFUGE PO BOX 82 CANDLER NC 28715 472214085 501(C)(3) 10330 0 BOOK ANIMAL WELFARE ART21 INC 231 WEST 29TH STREET SUITE 706 NEW YORK NY 10001 133920288 501(C)(3) 45000 0 BOOK ADVANCING THE ARTS ARTERIA COLLECTIVE 830 HENDERSONVILLE ROAD ASHEVILLE NC 28803 461681488 501(C)(3) 128100 0 BOOK BUILDING COMMUNITY & ECONOMIC VITALITY ARTS FOR LIFE 7 BEAVERDAM ROAD ASHEVILLE NC 28804 562250962 501(C)(3) 40240 0 BOOK PROMOTING QUALITY HEALTH ASHEVILLE AREA CHAMBER OF COMMERCE COMMUNITY BETTERMENT FOUNDATION PO BOX 101 ASHEVILLE NC 28802 561762978 501(C)(3) 31200 0 BOOK BUILDING COMMUNITY & ECONOMIC VITALITY ASHEVILLE AREA HABITAT FOR HUMANITY 33 MEADOW ROAD ASHEVILLE NC 28803 561363464 501(C)(3) 83846 0 BOOK BUILDING COMMUNITY & ECONOMIC VITALITY ASHEVILLE AREA PIANO TEACHERS FORUM PO BOX 110 ASHEVILLE NC 28802 331018043 501(C)(3) 5262 0 BOOK ADVANCING THE ARTS ASHEVILLE ART MUSEUM ASSOCIATION PO BOX 1717 ASHEVILLE NC 288021717 566060776 501(C)(3) 16260 0 BOOK ADVANCING THE ARTS ASHEVILLE CATHOLIC SCHOOL 12 CULVERN STREE ASHEVILLE NC 28804 530196617 501(C)(3) 159687 0 BOOK IMPROVING EDUCATIONAL OPPORTUNITIES ASHEVILLE CITY SCHOOLS FOUNDATION PO BOX 319 ASHEVILLE NC 28802 581836982 501(C)(3) 53000 0 BOOK IMPROVING EDUCATIONAL OPPORTUNITIES ASHEVILLE COMMUNITY THEATRE INC 35 EAST WALNUT STREE ASHEVILLE NC 28801 566002669 501(C)(3) 7500 0 BOOK ADVANCING THE ARTS ASHEVILLE CONTEMPORARY DANCE THEATRE 20 COMMERCE STREE ASHEVILLE NC 28801 561287954 501(C)(3) 8000 0 BOOK ADVANCING THE ARTS ASHEVILLE DOWNTOWN ASSOCIATION FOUNDATION 29 HAYWOOD STREE ASHEVILLE NC 28801 810593483 501(C)(3) 8000 0 BOOK BUILDING COMMUNITY & ECONOMIC VITALITY ASHEVILLE GREENWORKS 2 SULPHUR SPRINGS ROA ASHEVILLE NC 28806 561672870 501(C)(3) 138001 0 BOOK ENHANCING THE ENVIRONMENT ASHEVILLE HIGH SCHOOL 419 MCDOWELL STREET ASHEVILLE NC 28803 566001809 501(C)(3) 23150 0 BOOK IMPROVING EDUCATIONAL OPPORTUNITIES ASHEVILLE HUMANE SOCIETY 14 FOREVER FRIEND LANE ASHEVILLE NC 28806 561444098 501(C)(3) 60377 0 BOOK ANIMAL WELFARE ASHEVILLE LATIN AMERICANS ACHIEVING SUCCESS (ALAS) PO BOX 715 ASHEVILLE NC 28802 200687542 501(C)(3) 15500 0 BOOK BUILDING COMMUNITY & ECONOMIC VITALITY ASHEVILLE MUSEUM OF SCIENCE 43 PATTON AVENU ASHEVILLE NC 28801 561342340 501(C)(3) 10350 0 BOOK ADVANCING THE ARTS ASHEVILLE PEAK ACADEMY 27 BALM GROVE AVENU ASHEVILLE NC 28806 842992064 501(C)(3) 63000 0 BOOK IMPROVING EDUCATIONAL OPPORTUNITIES ASHEVILLE POVERTY INITIATIVE 789 MERRIMON AVENU ASHEVILLE NC 28804 810757744 501(C)(3) 15500 0 BOOK ASSISTING PEOPLE IN NEED ASHEVILLE SCHOOL ADVANCEMENT DEPARTMENT ASHEVILLE NC 28806 560530248 501(C)(3) 5150 0 BOOK IMPROVING EDUCATIONAL OPPORTUNITIES ASHEVILLE SYMPHONY SOCIETY 27 COLLEGE PLACE ASHEVILLE NC 288012406 566060772 501(C)(3) 118037 0 BOOK ADVANCING THE ARTS ASHEVILLE WATCHDOG 825 MERRIMON AVENUE C-17 ASHEVILLE NC 28804 850614521 501(C)(3) 30250 0 BOOK ADVANCING THE ARTS ASHEVILLE-BUNCOMBE COMMUNITY CHRISTIAN MINISTRY (ABCCM) 20 TWENTIETH STREE ASHEVILLE NC 28806 560945001 501(C)(3) 165089 0 BOOK ASSISTING PEOPLE IN NEED ASHEVILLE-BUNCOMBE COMMUNITY LAND TRUST 825 MERRIMON AVENUE ASHEVILLE NC 28804 831409504 501(C)(3) 10500 0 BOOK BUILDING COMMUNITY & ECONOMIC VITALITY ASPIRE YOUTH AND FAMILY BALSAM NC 28707 300466165 501(C)(3) 20000 0 BOOK ASSISTING PEOPLE IN NEED ASTRONOMY CLUB OF ASHEVILLE PO BOX 185 ASHEVILLE NC 288021855 270957801 501(C)(3) 7000 0 BOOK IMPROVING EDUCATIONAL OPPORTUNITIES AUBURN UNIVERSITY FOUNDATION ATTN GIFT PROCESSING AUBURN AL 36849 636022422 501(C)(3) 22000 0 BOOK IMPROVING EDUCATIONAL OPPORTUNITIES AVERY COUNTY FIRE COMMISSION PO BOX 64 NEWLAND NC 286570640 542149788 501(C)(3) 7000 0 BOOK ASSISTING PEOPLE IN NEED AVERY MIDDLE SCHOOL 102 OLD MONTEZUMA ROAD NEWLAND NC 28657 566000990 501(C)(3) 13582 0 BOOK IMPROVING EDUCATIONAL OPPORTUNITIES AVERY-MITCHELL-YANCEY (AMY) REGIONAL LIBRARY PO DRAWER 31 BURNSVILLE NC 28714 566024166 501(C)(3) 28410 0 BOOK IMPROVING EDUCATIONAL OPPORTUNITIES BABIES NEED BOTTOMS PO BOX 517 ASHEVILLE NC 28813 823574436 501(C)(3) 25000 0 BOOK ASSISTING PEOPLE IN NEED BASILICA OF ST LAWRENCE PO BOX 185 ASHEVILLE NC 28802 560707930 501(C)(3) 15219 0 BOOK RELIGION BASILICA PRESERVATION FUND INC PO BOX 899 ASHEVILLE NC 28814 800167706 501(C)(3) 35679 0 BOOK ADVANCING THE ARTS BEACON OF HOPE SERVICES PO BOX 87 MARSHALL NC 28753 562241353 501(C)(3) 20000 0 BOOK ASSISTING PEOPLE IN NEED BELOVED ASHEVILLE PO BOX 638 ASHEVILLE NC 28816 843381632 501(C)(3) 25250 0 BOOK BUILDING COMMUNITY & ECONOMIC VITALITY BETHEL RURAL COMMUNITY ORGANIZATION PO BOX 133 WAYNESVILLE NC 28786 342063022 501(C)(3) 20000 0 BOOK ASSISTING PEOPLE IN NEED BIG BROTHERS BIG SISTERS OF WESTERN NORTH CAROLINA 50 SOUTH FRENCH BROAD AVENUE ASHEVILLE NC 28801 581505917 501(C)(3) 90550 0 BOOK ASSISTING PEOPLE IN NEED BILTMORE CHURCH 35 CLAYTON ROA ARDEN NC 28704 566090142 501(C)(3) 10000 0 BOOK RELIGION BLACK MOUNTAIN CENTER FOR THE ARTS 225 WEST STATE STREE BLACK MOUNTAIN NC 28711 561913046 501(C)(3) 10172 0 BOOK ADVANCING THE ARTS BLACK MOUNTAIN COLLEGE MUSEUM & ARTS CENTER PO BOX 1891 ASHEVILLE NC 28814 582105570 501(C)(3) 31750 0 BOOK ADVANCING THE ARTS BLACK MOUNTAIN COUNSELING CENTER 201 NORTH RIDGEWAY AVENU BLACK MOUNTAIN NC 28711 208136167 501(C)(3) 32340 0 BOOK PROMOTING QUALITY HEALTH BLACK MOUNTAIN HOME FOR CHILDREN YOUTH FAMILIES BLACK MOUNTAIN NC 28711 560538018 501(C)(3) 14370 0 BOOK ASSISTING PEOPLE IN NEED BLACK MOUNTAIN PARKS AND GREENWAYS PO BOX 25 BLACK MOUNTAIN NC 28711 271960712 501(C)(3) 5172 0 BOOK ENHANCING THE ENVIRONMENT BLACK WALL STREET AVL PO BOX 253 ASHEVILLE NC 28802 871330821 501(C)(3) 25000 0 BOOK BUILDING COMMUNITY & ECONOMIC VITALITY BLUE RIDGE COMMUNITY COLLEGE EDUCATIONAL FOUNDATION 180 WEST CAMPUS DRIVE FLAT ROCK NC 287314728 510175113 501(C)(3) 6970 0 BOOK IMPROVING EDUCATIONAL OPPORTUNITIES BLUE RIDGE COMMUNITY HEALTH SERVICES 220 5TH AVENUE EAST HENDERSONVILLE NC 28792 560794933 501(C)(3) 36490 0 BOOK PROMOTING QUALITY HEALTH BLUE RIDGE LITERACY COUNCIL PO BOX 172 HENDERSONVILLE NC 28793 561691110 501(C)(3) 30000 0 BOOK IMPROVING EDUCATIONAL OPPORTUNITIES BLUE RIDGE MOUNTAINS HEALTH PROJECT PO BOX 45 CASHIERS NC 28717 510509517 501(C)(3) 46494 0 BOOK PROMOTING QUALITY HEALTH BLUE RIDGE NATIONAL HERITAGE AREA 195 HEMPHILL KNOB ROA ASHEVILLE NC 28803 204714123 501(C)(3) 8500 0 BOOK ADVANCING THE ARTS BLUE RIDGE ORCHESTRA PO BOX 25 ASHEVILLE NC 288020256 202900637 501(C)(3) 7761 0 BOOK ADVANCING THE ARTS BLUE RIDGE PARKWAY FOUNDATION 717 SOUTH MARSHALL STREET WINSTONSALEM NC 27101 311512730 501(C)(3) 6690 0 BOOK ENHANCING THE ENVIRONMENT BLUE RIDGE PARTNERSHIP FOR CHILDREN PO BOX 138 BURNSVILLE NC 28714 561921260 501(C)(3) 90000 0 BOOK ASSISTING PEOPLE IN NEED BLUE RIDGE SCHOOL 95 BOBCAT DRIV CASHIERS NC 28717 566001054 501(C)(3) 8434 0 BOOK IMPROVING EDUCATIONAL OPPORTUNITIES BOAT ROCK LEGACY GARDENECOADDENDUM 650 PONCE DE LEON AVENUE SUITE GA 30308 262492827 501(C)(3) 10000 0 BOOK ENHANCING THE ENVIRONMENT BOONES CREEK CHRISTIAN CHURCH 2684 BOONES CREEK ROAD JOHNSON CITY TN 37615 621177106 501(C)(3) 14400 0 BOOK RELIGION BOUNTIFUL CITIES PROJECT PO BOX 89 ASHEVILLE NC 28802 050587434 501(C)(3) 48250 0 BOOK BUILDING COMMUNITY & ECONOMIC VITALITY BOUNTY & SOUL 999 OLD US HWY 70 WES BLACK MOUNTAIN NC 28711 464759362 501(C)(3) 75500 0 BOOK ASSISTING PEOPLE IN NEED BOWMAN MIDDLE SCHOOL 410 SOUTH MITCHELL AVENU BAKERSVILLE NC 28705 566001075 501(C)(3) 5600 0 BOOK IMPROVING EDUCATIONAL OPPORTUNITIES BOYS & GIRLS CLUB OF HENDERSON COUNTY PO BOX 146 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FINANCIAL ASSISTANCE FOR STUDENTS ATTENDING LENOIR-RHYNE UNIVERSITY 2 6000 0 BOOK FINANCIAL ASSISTANCE FOR A STUDENT ATTENDING MARS HILL UNIVERSITY 1 1000 0 BOOK FINANCIAL ASSISTANCE FOR A STUDENT ATTENDING MAYLAND COMMUNITY COLLEGE 4 4000 0 BOOK FINANCIAL ASSISTANCE FOR STUDENTS ATTENDING NC A&T STATE UNIVERSITY 1 1000 0 BOOK FINANCIAL ASSISTANCE FOR STUDENTS ATTENDING NORTH CAROLINA STATE UNIVERSITY 23 114000 0 BOOK FINANCIAL ASSISTANCE FOR STUDENTS ATTENDING NORTH GREENVILLE UNIVERSITY 1 1000 0 BOOK FINANCIAL ASSISTANCE FOR STUDENTS ATTENDING PALM BEACH ATLANTIC UNIVERSITY 1 1000 0 BOOK FINANCIAL ASSISTANCE FOR STUDENTS ATTENDING POINT PARK UNIVERSITY 1 2000 0 BOOK FINANCIAL ASSISTANCE FOR STUDENTS ATTENDING REGENT UNIVERSITY 1 1000 0 BOOK FINANCIAL ASSISTANCE FOR STUDENTS ATTENDING SOUTHERN WESLEYAN UNIVERSITY 1 1000 0 BOOK FINANCIAL ASSISTANCE FOR A STUDENTS ATTENDING SOUTHWESTERN COMMUNITY COLLEGE 1 4000 0 BOOK FINANCIAL ASSISTANCE FOR A STUDENT ATTENDING STANFORD UNIVERSITY 1 5000 0 BOOK FINANCIAL ASSISTANCE FOR A STUDENT ATTENDING TRI-COUNTY COMMUNITY COLLEGE 1 1500 0 BOOK FINANCIAL ASSISTANCE FOR A STUDENTS ATTENDING THE UNIVERSITY OF NORTH CAROLINA - ASHEVILLE 3 9000 0 BOOK FINANCIAL ASSISTANCE FOR STUDENTS ATTENDING THE UNIVERSITY OF NORTH CAROLINA - CHAPEL HILL 25 109500 0 BOOK FINANCIAL ASSISTANCE FOR STUDENTS ATTENDING THE UNIVERSITY OF NORTH CAROLINA - CHARLOTTE 6 28000 0 BOOK FINANCIAL ASSISTANCE FOR STUDENT ATTENDING THE UNIVERSITY OF NORTH CAROLINA -GREENSBORO 2 2000 0 BOOK FINANCIAL ASSISTANCE FOR A STUDENT ATTENDING THE UNC SCHOOL OF THE ARTS 1 4000 0 BOOK FINANCIAL ASSISTANCE FOR STUDENTS ATTENDING THE UNIVERSITY OF NORTH CAROLINA - WILMINGTON 2 3000 0 BOOK FINANCIAL ASSISTANCE FOR A STUDENT ATTENDING THE UNIVERSITY OF MIAMI AT CORAL GABLES 1 5000 0 BOOK FINANCIAL ASSISTANCE FOR STUDENT ATTENDING THE UNIVERSITY OF PENNSYLVANIA 1 5000 0 BOOK FINANCIAL ASSISTANCE FOR STUDENT ATTENDING THE UNIVERSITY OF TENNESSEE 1 5000 0 BOOK FINANCIAL ASSISTANCE FOR STUDENT ATTENDING THE UNIVERSITY OF THE SOUTH 1 1000 0 BOOK FINANCIAL ASSISTANCE FOR A STUDENT ATTENDING THE UNIVERSITY OF UTAH 1 10000 0 BOOK FINANCIAL ASSISTANCE FOR STUDENT ATTENDING WAKE FOREST UNIVERSITY 1 4000 0 BOOK FINANCIAL ASSISTANCE FOR STUDENTS ATTENDING WASHINGTON AND LEE UNIVERSITY 1 5500 0 BOOK FINANCIAL ASSISTANCE FOR STUDENTS ATTENDING WESTERN CAROLINA UNIVERSITY 12 55500 0 BOOK FINANCIAL ASSISTANCE FOR STUDENT ATTENDING WINGATE UNIVERSITY 1 1000 0 BOOK FINANCIAL ASSISTANCE FOR STUDENT ATTENDING WOFFORD COLLEGE 1 5000 0 BOOK FINANCIAL ASSISTANCE FOR A STUDENT ATTENDING YALE UNIVERSITY 1 1500 0 BOOK FINANCIAL ASSISTANCE FOR A STUDENT ATTENDING YOUNG HARRIS COLLEGE 1 1000 0 BOOK PART I, LINE 2: THE COMMUNITY FOUNDATION OF WESTERN NORTH CAROLINA CONFIRMS THE ELIGIBILITY STATUS OF EACH GRANT RECIPIENT ON A MONTHLY BASIS. FOR GRANTS THAT HAVE RESTRICTIONS FOR THE USE OF FUNDS, THE RESTRICTIONS ARE COMMUNICATED TO THE RESPECTIVE GRANTEES. CERTAIN GRANTS REQUIRE THE GRANTEE TO PROVIDE DOCUMENTATION FOR THE ULTIMATE USE OF THE FUNDS AND OTHER FORMS OF EVALUATION DATA. ALL REQUESTED GRANTEE INFORMATION AND EVALUATION DATA IS KEPT ON FILE. X X X X 0 0 0 0 0 0 0 0 0 ELIZABETH K BRAZAS PRESIDENT 297979 0 0 0 0 0 23913 0 18530 0 340422 0 0 0 GRAHAM KEEVER CHIEF FINANCIAL OFFICER 193026 0 0 0 0 0 15563 0 29327 0 237916 0 0 0 PHILIP P BELCHER VICE PRESIDENT PROGRAMS 143163 0 0 0 0 0 11630 0 27815 0 182608 0 0 0 JULIE D KLIPP CHIEF OPERATING OFFICER 144471 0 0 0 0 0 11611 0 12416 0 168498 0 0 0 JUANITA WILSON BOARD MEMBER OF ORGANIZATION 1000 CONDUCTED WORKSHOP FOR NON PROFIT PATHWAYS, OF WHICH CFWNC IS A FISCAL SPONSOR 0 X 97 2501717 FMV 0 1 1 PART I, LINE 32B: THE ORGANIZATION UTILIZES THE SERVICES OF A VARIETY OF FINANCIAL SERVICES FIRMS TO LIQUIDATE GIFTS OF SECURITIES IN THE MOST COST EFFICIENT MANNER POSSIBLE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS DISTRIBUTED TO THE GOVERNING BODY IN ADVANCE OF A BOARD MEETING FOR REVIEW, AND GIVEN AN EXTENDED OPEN-COMMENT PERIOD, WHICH IS FOLLOWED BY A DISCUSSION AT THE BOARD MEETING OF KEY SECTIONS AND ANY QUESTIONS THAT EMERGED DURING THE COMMENT PERIOD. FORM 990, PART VI, SECTION B, LINE 12C STAFF AND BOARD MEMBERS MUST DISCLOSE CONFLICTS OF INTEREST IN WRITTEN FORM ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS HAS HISTORICALLY INCLUDED A REVIEW OF COMPREHENSIVE DATA GATHERED FROM THE COMMUNITY FOUNDATION FIELD AND PUBLISHED ANNUALLY. THAT DATA IS JOB SPECIFIC AND ALLOWS BOTH ASSET SIZE ANALYSIS AND REGIONAL ANALYSIS. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. ADDITIONALLY, THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE ON ITS WEBSITE, WWW.CFWNC.ORG, AND ALSO THROUGH GUIDESTAR, AN ONLINE DIRECTORY OF NON-PROFIT ORGANIZATIONS. THE FOUNDATION'S GOVERNING DOCUMENTS ARE ALSO AVAILABLE THROUGH THE NORTH CAROLINA SECRETARY OF STATE'S WEBSITE, WWW.SECRETARY.STATE.NC.US. FORM 990, PART VIII LINE 2A 2022 MANAGEMENT FEE INCOME: $3,370,161 2022 MANAGEMENT FEE EXPENSE ALLOCATION TO FUNDS: $2,749,228 LINE 2A NET: $620,933 2021 MANAGEMENT FEE INCOME $3,652,362 2021 MANAGEMENT FEE EXPENSE ALLOCATION TO FUNDS $2,973,464 LINE 2A NET: $678,898 FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 934,926. ANNUITY DISTRIBUTIONS -348,525. FORM 990, PART XI, LINE 2C THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS HAS NOT CHANGED SINCE THE PRIOR YEAR. FORM 990, PART VI, SECTION B, QUESTION 15B FOR ALL EMPLOYEES OF THE ORGANIZATION, THE EXECUTIVE COMMITTEE OF THE BOARD REVIEWS AND APPROVES A POOL AVAILABLE FOR SALARY INCREASES AS A PART OF THE OPERATING BUDGET PROCESS. MANAGEMENT ALLOCATES THE POOL AMONGST STAFFF BASED ON THE PERFORMANCE AND COMPARATIVE SALARY DATA FROM THE COMMUNITY FOUNDATION FIELD. FORM 990, SCHEDULE D, PART V, ENDOWMENT FUNDS THE ORGANIZATION'S PERMANENTLY RESTRICTED NET ASSETS INCLUDE CERTAIN FUNDS NOT CLASSIFIED AS TRADITIONAL ENDOWMENT FUNDS, INCLUDING THE ESTIMATED RESIDUAL INTEREST IN SPLIT-INTEREST GIFT ARRANGEMENTS AND THE MINIMUM FUND BALANCE REQUIREMENTS FOR DONOR ADVISED FUNDS. WESTERN NORTH CAROLINA REAL ESTATE FOUNDATION PO BOX 1888 ASHEVILLE NC 28802 261998057 RECEIVES & HOLDS DONATIONS OF REAL PROPERTY TO CFWNC. NC 501(C)(3) LINE 11(A) TYPE I 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WESTERN NORTH CAROLINA REAL ESTATE FOUNDATION B 6000 CASH VALUE