2022-11-14T10:09:20-06:00 2022-06-30 570381582 ELLIOTT DAVIS LLCPLLC 500 EAST MOREHEAD STREET SUITE 700 CHARLOTTE NC 28202 990 2021-07-01 237390313 COASTAL COMMUNITY FOUNDATION COAS 8437235736 1691 TURNBULL AVE N CHARLESTON SC 29405 JANE LITZ VP OF FINANCE AND CFO 8437936034 2022-11-15 1 JANE LITZ 999009999 JANICE A RATICA P00358837 7043338881 2022-11-11 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z JANE LITZ 1691 TURNBULL AVE N CHARLESTON SC 29405 396363820 0 X WWW.COASTALCOMMUNITYFOUNDATION.ORG X 1974 SC CREATE COMMUNITIES RICH IN EQUITY, OPPORTUNITY, AND WELL-BEING BY UNITING PEOPLE AND INVESTING RESOURCES SO THAT ALL COMMUNITY MEMBERS HAVE A PATHWAY TO ACHIEVE THEIR GOALS. 18 18 50 182 10951 8956 20098311 52755702 3211728 3903687 10639576 23396079 75102 88504 34024717 80143972 14805183 17169822 0 0 2665526 2813578 0 0 705898 4385090 6644355 21855799 26627755 12168918 53516217 284832331 293333431 5008319 4086551 279824012 289246880 X THE FOUNDATION'S PURPOSE IS TO HELP CREATE VIBRANT COMMUNITIES BY UNITING PEOPLE AND INVESTING RESOURCES. THE FOUNDATION OFFICIALLY SERVES NINE COASTAL COUNTIES - BEAUFORT, BERKELEY, CHARLESTON, COLLETON, DORCHESTER, GEORGETOWN, HAMPTON, HORRY, AND JASPER. THE FOUNDATION ADMINISTERS MORE THAN 800 INDIVIDUAL FUNDS, EACH ESTABLISHED WITH AN INSTRUMENT OF GIFT DESCRIBING EITHER THE GENERAL OR SPECIFIC PURPOSES FOR WHICH GRANTS ARE TO BE MADE. THE FOUNDATION'S WORK IS CARRIED OUT THROUGH ITS DEVELOPMENT & STEWARDSHIP AND GRANTMAKING & COMMUNITY LEADERSHIP EFFORTS. 0 0 21122350 17169822 3992191 DEVELOPMENT & STEWARDSHIP - AS THE LARGEST COMMUNITY FOUNDATION IN SOUTH CAROLINA AND A RECOGNIZED PHILANTHROPIC LEADER IN THE SOUTHEAST, OUR DONOR-FOCUSED PHILOSOPHY PROVIDES A CONSULTIVE PARTNERSHIP AND BEST-IN-CLASS STEWARDSHIP TO INDIVIDUALS, FAMILIES AND COMPANIES. CCF HAS A PROVEN TRACK RECORD OF TURNING DONORS' BIG IDEAS INTO IMPACTFUL PROGRAMS AND SERVICES THAT NOT ONLY MEET CRITICAL NEEDS BUT PROVIDE SUPPORT FOR IMPORTANT COMMUNITY INITIATIVES NOW AND FOR YEARS TO COME. GRANTMAKING - THE FOUNDATION'S STRONG EXPERTISE IN LONG-TERM CHARITABLE GIVING, AS WELL AS EMERGENCY RESPONSE FUNDING, PROVIDES ESSENTIAL OPERATIONAL AND CAPITAL SUPPORT IN OUR NINE-COUNTY SERVICE AREA. 2,257 GRANT & SCHOLARSHIP DISBURSEMENTS TOTALING $17,169,822 DURING THE YEAR IN THE FOLLOWING AREAS: 681 GRANTS TOTALING $4,228,902 SUPPORTING HUMAN NEEDS, 777 GRANTS TOTALING $4,412,065 SUPPORTING EDUCATION, 249 GRANTS TOTALING $2,119,540 SUPPORTING HEALTH INITIATIVES, 204 GRANTS TOTALING $1,165,526 SUPPORTING ENVIRONMENTAL EFFORTS, 118 GRANTS TOTALING $1,248,304 IN SUPPORT OF THE ARTS, 117 GRANTS TOTALING $2,667,988 IN SUPPORT OF RELIGIOUS PROGRAMS, 42 GRANTS TOTALING $239,698 SUPPORTING NEIGHBORHOOD & COMMUNITY DEVELOPMENT, 34 GRANTS TOTALING $939,200 SUPPORTING PHILANTHROPY, AND 35 GRANTS TOTALING $148,600 SUPPORTING SOCIAL JUSTICE PROGRAMS. COMMUNITY LEADERSHIP - WITH A LONG HISTORY OF SERVING AS A TRUSTED COMMUNITY CONVENER, CCF BRINGS TOGETHER AREA RESIDENTS, BUSINESS LEADERS, AND GOVERNMENT TO TACKLE MAJOR COMMUNITY CHALLENGES, SUCH AS HOUSING SHORTAGES, INEQUITABLE SCHOOL SYSTEMS, ECONOMIC RECOVERY, AND NEIGHBORHOOD REVITALIZATION THROUGH A VARIETY OF PROGRAMS INCLUDING PLACE-BASED IMPACT INVESTING, ADVOCACY, AND COMMUNITY EDUCATION. CCF WAS CHOSEN BY THE RICHMOND FEDERAL RESERVE TO LEAD "REINVENTING OUR COMMUNITIES" PROGRAM IN THE CHARLESTON TRI-COUNTY AREA PROVIDING LEADERSHIP AND ADVOCACY FOR A CROSS-SECTOR COHORT OF COMMUNITY LEADERS TO GAIN SKILLS AND CREATE A TAILORED PLAN TO ADDRESS EQUITABLE SMALL BUSINESS RECOVERY AND SUPPORT FOR SMALL BUSINESS OWNERS OF COLOR IN OUR COMMUNITY (NEW IN 2020-2021). STRATEGIC INITIATIVES INCLUDE 1) THE REVEREND PINCKNEY SCHOLARSHIP PROGRAM (EXPANDED DURING 2020-2021) DOUBLING THE NUMBER OF AREA STUDENTS SERVED THROUGH SCHOLARSHIP AND THE ADDITION OF AN 18-MONTH COLLEGE-READINESS PROGRAM FOR HIGH SCHOOL STUDENTS IN BEAUFORT, CHARLESTON, COLLETON, HAMPTON AND JASPER COUNTIES, PROVIDING TAILORED SUPPORT AND RESOURCES THROUGHOUT THE JUNIOR & SENIOR HIGH SCHOOL YEARS IN ADDITION TO SCHOLARSHIPS AND CONTINUED MENTORING WHILE IN COLLEGE; 2) CCF WAS CHOSEN AS ONE OF 20 RECIPIENTS OF THE FACEBOOK GRANT FOR SUSTAINING BLACK COMMUNITIES, AWARDED $1 MILLION IN FUNDS OVER A TWO YEAR ENGAGEMENT PERIOD FOR NONPROFIT ORGANIZATIONS AND PROGRAMS IN BERKELEY, CHARLESTON, AND DORCHESTER COUNTIES SUPPORTING INNOVATION, CREATIVITY, AND RESILIENCY IN BLACK COMMUNITIES. A CAPACITY BUILDING OPPORTUNITY IS EMBEDDED INTO THIS GRANT PROGRAM TO HELP AWARDED APPLICANTS SUSTAIN THEIR OPERATIONS AND EXPAND THEIR REACH. (NEW IN 2020-2021). 21122350 1 1 0 1 0 1 0 0 0 1 1 1 0 0 1 1 0 1 0 0 1 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 42 0 1 50 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 SC X JANE LITZ 8437233635 1691 TURNBULL AVE N CHARLESTON SC 294051944 RONDA K DEAN DIRECTOR 1.00 X 0 0 0 WILIAM DUNN DIRECTOR 1.00 X 0 0 0 GP DIMINICH DIRECTOR 1.00 X 0 0 0 ANTHONY J GHOSTON DIRECTOR 1.00 X 0 0 0 TYEKA GRANT DIRECTOR 1.00 X 0 0 0 RUELL L HICKS JR DIRECTOR 1.00 X 0 0 0 PAUL A KOHLHEIM DIRECTOR 1.00 X 0 0 0 CATHERINE C LACOUR DIRECTOR 1.00 X 0 0 0 BERNETT W MAZYCK DIRECTOR 1.00 X 0 0 0 LARRY MERCADO DIRECTOR 1.00 X 0 0 0 JAMIE PHILLIPPE DIRECTOR 1.00 X 0 0 0 RICHARD H STEWART DIRECTOR 1.00 X 0 0 0 JULIE H WALKER DIRECTOR 1.00 X 0 0 0 ANGIE WASHINGTON DIRECTOR 1.00 X 0 0 0 WENDY ZARA DIRECTOR 1.00 X 0 0 0 ANITA ZUCKER DIRECTOR 1.00 X 0 0 0 HERBERT L DRAYTON III CHAIR 4.00 X X 0 0 0 B SHAWAN GILLIANS TREASURER 4.00 X X 0 0 0 DARRIN GOSS CEO 50.00 X 282273 0 19013 JANE LITZ CFO 50.00 X 161271 0 15532 EDITH BLAKESLEE VP OF GRANDMAKING 50.00 X 113500 0 12054 MELISSA LEVESQUE VP OF DEVELOPMENT 50.00 X 153202 0 17681 710246 0 64280 4 0 1 0 0 52755702 6840752 52755702 MANAGEMENT FEE INCOME 561000 3819175 3819175 EARNED SERVICES FEES 561000 84512 84512 3903687 7235083 10951 7224132 82589 0 82589 82589 82589 332380844 316219848 16160996 16160996 16160996 OTHER INCOME 561000 5915 5915 5915 80143972 3992191 10951 23385128 X 16315903 16315903 556419 556419 297500 297500 459269 278838 113407 67024 1824833 1107919 450604 266310 129502 78625 31978 18899 240705 146140 59437 35128 159269 96698 39328 23243 3427005 3427005 62 62 188957 188957 715174 383041 213532 118601 16809 16809 52839 33523 12477 6839 189540 120464 44512 24564 316216 263608 33470 19138 11849 7658 3130 1061 102038 76608 25430 194717 112484 53945 28288 127378 57959 69419 OTHER PROGRAM EXPENSE 1019488 1019488 0 0 GIFTS/RECOGNITION 103332 71638 21286 10408 DEVELOPMENT AND RELOCAT 77495 60001 11332 6162 CONTRIBUTIONS/SPONSORSH 73860 73860 0 0 27596 5126 11656 10814 26627755 21122350 4799507 705898 8085897 1202050 1000009 5000 0 25000 7500 90315 181972 3883591 508786 3489995 3374805 211688323 220562039 59202263 64846246 2194950 2072705 50588 86105 284832331 293333431 240952 110351 275825 20000 45000 89262 4446542 3866938 5008319 4086551 X 277436863 287067726 2387149 2179154 279824012 289246880 284832331 293333431 X 53516217 -43625432 -467915 X 0 1 X 1 0 X 22370158 27516044 36955989 19338903 52755701 158936795 22370158 27516044 36955989 19338903 52755701 158936795 40434063 118502732 3876739 2629022 4212804 4433809 7306721 22459095 98615 721556 -323723 10951 507399 133259 52090 62987 8427 5915 262678 182165967 14139272 0.65050 0.71660 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 62 62 26627695 26627757 1000000 250000 0 0 1000000 1000000 1000000 3000000 4500000 240 18 62 320 250000 250000 250000 750000 1125000 PART II-A CCF STAFF PARTICIPATED IN A PRESS CONFERENCE IN SUPPORT OF THE SOUTH CAROLINA FAIR LENDING ALLIANCE TO CALL ATTENTION TO THE PRESSING NEED FOR A STATE-MANDATED 36% CAP ON INTEREST RATES. 270 3 15066089 368439 12685051 1183944 100819126 31925336 1 1 170653909 5884191 -11263255 6773761 33474 1834266 156633344 128676344 4004697 43623903 4072347 1578688 170653909 130611923 2929350 1739863 5130962 66242 1407588 128676344 121329983 9726871 4867983 3768185 169478 1375251 130611923 110967241 7371630 8511624 4212671 256814 1051027 121329983 1.00000 0.00000 0.00000 0 0 225805 225805 3239318 296354 2942964 418468 212432 206036 3374805 LIFE INSURANCE POLICIES 1269552 F ALTERNATIVE INVESTMENTS 59350974 F REAL ESTATE 396670 F BENEFICIAL INT REMAINDER TRUST 778462 F OTHER TRUST ASSETS 3050588 C 64846246 LEASES PAYABLE & TENANT SECURITY DEPOSITS 8765 CHARITABLE TRUST LIABILITY 2034706 DEFERRED COMPENSATION 84728 GIFT ANNUITY PAYABLE - LONG TERM 1369535 GIFT ANNUITY PAYABLE - SHORT TERM 160000 INCOME TAX LIABILITY 152784 OTHER LIABILITIES 56420 3866938 X PART X, LINE 2: THE FOUNDATION AND ITS SUPPORTING FOUNDATIONS ARE EXEMPT FROM FEDERAL INCOME TAX UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE IRC. IN ACCORDANCE WITH IRC REGULATIONS, THE FOUNDATION IS TAXED ON UNRELATED BUSINESS INCOME, WHICH CONSISTS OF EARNINGS FROM ACTIVITIES NOT RELATED TO THE EXEMPT PURPOSE OF THE FOUNDATION. THE FOUNDATION ACCOUNTS FOR TAX UNCERTAINTIES BASED ON A MORE LIKELY THAN NOT RECOGNITION THRESHOLD WHEREBY TAX BENEFITS ARE ONLY RECOGNIZED WHEN THE FOUNDATION BELIEVES THAT THEY HAVE A GREATER THAN 50% LIKELIHOOD OF BEING SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE FOUNDATION HAS EVALUATED ALL OF ITS TAX POSITIONS AND DETERMINED THAT IT HAD NO UNCERTAIN INCOME TAX POSITONS THAT WOULD REQUIRE RECOGNITION AS OF JUNE 30, 2022 OR 2021. THE FOUNDATION'S POLICY IS TO REPORT ACCRUED INTEREST RELATED TO UNRECOGNIZED TAX BENEFITS, WHEN APPLICABLE, AS INTEREST EXPENSE AND TO REPORT PENALTIES AS OTHER EXPENSE. WITH FEW EXCEPTIONS, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR TAX YEARS BEFORE 2017. PART V, LINE 4 THE FOUNDATION INVESTS THE ENDOWMENT FUNDS WITH THE GOAL OF PRESERVING THE REAL PURCHASING POWER OF THESE PERMANENT ASSETS. THE FOUNDATION USES THE DISTRIBUTION FROM THESE ASSETS TO FUND ONGOING GRANTMAKING PROGRAMS TO ADDRESS THE CHARITABLE NEEDS OF THE COMMUNITY. 1 CENTRAL AMERICA AND THE CARIBBEAN 0 0 GRANTMAKING 259000 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTMAKING 38500 0 0 0 0 0 0 297500 0 297500 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, HUMAN NEEDS GRANT 259000 CHECK 0 EUROPE (INCLUDING ICELAND & GREENLAND) HUMAN NEEDS GRANT 38500 CHECK 0 2 0 1 0 0 1 1 0 PART I, LINE 2: ONCE THE FUNDS ARE DISTRIBUTED FROM THE ORGANIZATION, A RECEIPT IS REQUESTED FOR ALL GRANTS AND AN ANNUAL REPORT IS REQUIRED OF ALL GRANTEES WHO HAVE RECIEVED A GRANT FROM AT LEAST ONE OF THE ORGANIZATION'S COMPETITIVE PROGRAMS OF $5,000 OR MORE. CCF HAS AN EXPENDITURE RESPONSIBILITY POLICY FOR THEIR DONOR ADVISED FUND GRANTS. ALL GRANTS ARE DISTRIBUTED AND MONITORED IN COMPLIANCE WITH CCF'S EXPENDITURE RESPONSIBILITY POLICY. PART III ACCOUNTING METHOD: 1 50CAN INC CHARLESTON RISE 8983 UNIVERSITY BLVD SUITE 104-142 NORTH CHARLESTON SC 29406 273069592 501(C)(3) 55000 0 EDUCATION GRANT ABLE SOUTH CAROLINA 720 GRACERN ROAD SUITE 106 COLUMBIA SC 29210 582336332 501(C)(3) 25000 0 HUMAN NEEDS GRANT ACRES PROJECT 2400 BERNEL ROAD STATE COLLEGE PA 16803 471371290 501(C)(3) 30000 0 HUMAN NEEDS GRANT ADDLESTONE HEBREW ACADEMY 1675 RAOUL WALLENBERG BOULEVARD CHARLESTON SC 29407 570409223 501(C)(3) 9204 0 EDUCATION GRANT ADOPT A SCHOOL OF BEAUFORT COUNTY INC C/O BILL PADDOCK TREASURER 1000 CURISHA POINT SOUTH ST HELENA ISLAND SC 29920 571033986 501(C)(3) 10000 0 EDUCATION GRANT AGAPE FAMILY LIFE CENTER INC 5855 SOUTH OKATIE HIGHWAY HARDEEVILLE SC 29927 571106874 501(C)(3) 8000 0 HUMAN NEEDS GRANT ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION - MAIN SC OFFICE 4124 CLEMSON BLVD SUITE L ANDERSON SC 29621 133039601 501(C)(3) 9802 0 HEALTH GRANT ALZHEIMERS FAMILY SERVICES OF GREATER BEAUFORT 1111 BAY STREET SUITE B BEAUFORT SC 29902 570879175 501(C)(3) 20250 0 HEALTH GRANT AMERICAN CANCER SOCIETY INC P O BOX 11796 CHARLOTTE NC 28220 131788491 501(C)(3) 29000 0 HEALTH GRANT AMERICAN COLLEGE OF THE BUILDING ARTS P O BOX 71668 NORTH CHARLESTON SC 29415 571075250 501(C)(3) 5087 0 EDUCATION GRANT AMERICAN HEART ASSOCIATION - MIDLANDS SC CHAPTER 701 GERVAIS ST SUITE 150 PMB 150 COLUMBIA SC 29201 135613797 501(C)(3) 10000 0 HEALTH GRANT AMERICAN NATIONAL RED CROSS NATIONAL GRANTS PO BOX 37839 BOONE IA 50037 530196605 501(C)(3) 56000 0 HUMAN NEEDS GRANT AMERICAN NATIONAL RED CROSS - CAROLINA LOWCOUNTY CHAPTER 2424A CITY HALL LANE CHARLESTON SC 29406 530196605 501(C)(3) 87497 0 HUMAN NEEDS GRANT AMERICAN NATIONAL RED CROSS - NORTHERN NEW JERSEY CHAPTER 209 FAIRFIELD ROAD FAIRFIELD NJ 07004 530196605 501(C)(3) 10000 0 HUMAN NEEDS GRANT ANGEL FLIGHT SOARS INC 2000 AIRPORT ROAD SUITE 227 PDK AIRPORT ATLANTA GA 30341 581702239 501(C)(3) 12000 0 HEALTH GRANT ANTIOCH EDUCATIONAL CENTER PO BOX 1930 RIDGELAND SC 29936 760818789 501(C)(3) 8250 0 EDUCATION GRANT APPALACHIAN TRAIL CONSERVANCY 799 WASHINGTON STREET PO BOX 807 HARPERS FERRY WV 25425 526046689 501(C)(3) 10000 0 ENVIRONMENT GRANT ARK OF SC PO BOX 1540 SUMMERVILLE SC 29484 471350098 501(C)(3) 38555 0 HUMAN NEEDS GRANT ARTS CENTER OF COASTAL CAROLINA 14 SHELTER COVE LANE HILTON HEAD SC 29928 571035817 501(C)(3) 10000 0 EDUCATION GRANT ASHLEY HALL FOUNDATION 172 RUTLEDGE AVENUE CHARLESTON SC 29403 570314364 501(C)(3) 146704 0 EDUCATION GRANT ASSOCIATION FOR THE BLIND AND VISUALLY IMPAIRED SOUTH CAROLINA (ABVI) 1 CARRIAGE LANE BUILDING A CHARLESTON SC 29407 570324912 501(C)(3) 23927 0 HEALTH GRANT ATHENS NEIGHBORHOOD HEALTH CENTER 675 COLLEGE AVE ATHENS GA 30601 581116210 501(C)(3) 12500 0 HEALTH GRANT AUDUBON SOUTH CAROLINA 125 WAPPOO CREEK DRIVE SUITE 214 CHARLESTON SC 29412 131624102 501(C)(3) 19000 0 ENVIRONMENT GRANT AVIAN CONSERVATION CENTER PO BOX 1247 CHARLESTON SC 29402 570966813 501(C)(3) 31151 0 ENVIRONMENT GRANT BANK OF AMERICA CHARITABLE GIFT FUND 100 FEDERAL ST MA1-225-04-02 BOSTON MA 02110 046010342 501(C)(3) 624000 0 PHILANTHROPY - FUND CLOSURE GRANT BARRIER ISLANDS FREE MEDICAL CLINIC 3226 MAYBANK HWY BUILDING C JOHNS ISLAND SC 29455 205628911 501(C)(3) 41287 0 HEALTH GRANT BEAUFORT COUNTY MEMORIAL HOSPITAL 955 RIBAUT ROAD BEAUFORT SC 29902 576000094 501(C)(3) 15000 0 HEALTH GRANT BEAUFORT COUNTY OPEN LAND TRUST INC PO BOX 75 BEAUFORT SC 29901 237114992 501(C)(3) 16200 0 ENVIRONMENT GRANT BEAUFORT-JASPER YMCA OF THE LOWCOUNTRY 1801 RICHMOND AVENUE PORT ROYAL SC 29935 570910326 501(C)(3) 18200 0 EDUCATION GRANT BERKELEY COUNTY FIRST STEPS FISHBURNE EDUCATIONAL CENTER 6215 MURRAY DRIVE HANAHAN SC 29410 571097780 501(C)(3) 19200 0 EDUCATION GRANT BEYOND BASIC LIFE SKILLS 406 N GUM STREET SUMMERVILLE SC 29483 813196257 501(C)(3) 17500 0 EDUCATION GRANT BEYOND OUR WALLS INC(BOWS) 2615 HARVEY AVENUE NORTH CHARLESTON SC 29405 331087506 501(C)(3) 12120 0 NEIGHBORHOOD & COMMUNITY DEV. GRANT BIG BROTHERS AND BIG SISTERS OF NEW YORK CITY INC 40 RECTOR STREET ROOM 1101 NEW YORK NY 10006 135600383 501(C)(3) 25000 0 HUMAN NEEDS GRANT BIG BROTHERS BIG SISTERS OF THE LOWCOUNTRY 4151 SPRUILL AVE SUITE 140 NORTH CHARESTON SC 29405 833554712 501(C)(3) 55500 0 HUMAN NEEDS GRANT BISHOP ENGLAND HIGH SCHOOL 363 SEVEN FARMS DRIVE CHARLESTON SC 29492 576000118 501(C)(3) 48565 0 EDUCATION GRANT BISHOP GADSDEN EPISCOPAL RETIREMENT COMMUNITY 1 BISHOP GADSDEN WAY CHARLESTON SC 29412 570337132 501(C)(3) 15000 0 HUMAN NEEDS GRANT BLACK RIVER UNITED WAY PO BOX 1065 GEORGETOWN SC 29442 570526145 501(C)(3) 11000 0 PHILANTHROPY GRANT BLUFFTON COMMUNITY SOUP KITCHEN PO BOX 993 BLUFFTON SC 29910 823282038 501(C)(3) 8000 0 HUMAN NEEDS GRANT BLUFFTON JASPER VOLUNTEERS IN MEDICINE PO BOX 2653 BLUFFTON SC 29910 320298086 501(C)(3) 20000 0 HEALTH GRANT BLUFFTON MLK OBSERVANCE COMMITTEE PO BOX 3737 BLUFFTON SC 29910 854095993 501(C)(3) 8000 0 SOCIAL JUSTICE GRANT BLUFFTON SELF HELP 39 SHERIDAN PARK CIRCLE UNIT 9 10 BLUFFTON SC 29910 570862658 501(C)(3) 15000 0 HUMAN NEEDS GRANT BORN TO READ INC 703 BLADEN STREET BEAUFORT SC 29902 208599185 501(C)(3) 8400 0 EDUCATION GRANT BOYS AND GIRLS CLUBS OF THE LOWCOUNTRY INC 10 PINCKNEY COLONY ROAD SUITE 103 BLUFFTON SC 29909 570811876 501(C)(3) 15000 0 EDUCATION GRANT BOY SCOUTS OF AMERICA COASTAL CAROLINA COUNCIL INC 9297 MEDICAL PLAZA DRIVE NORTH CHARLESTON SC 29406 570327870 501(C)(3) 12734 0 EDUCATION GRANT BOYS & GIRLS CLUB OF BLUFFTON PO BOX 1908 BLUFFTON SC 29910 570811876 501(C)(3) 8000 0 EDUCATION GRANT BRIDGES OF HOPE 1691 TURNBULL AVE STE 201 NORTH CHARLESTON SC 29405 570701359 501(C)(3) 5844 0 HEALTH GRANT BROOKGREEN GARDENS POST OFFICE BOX 3368 PAWLEYS ISLAND SC 29585 570380356 501(C)(3) 10000 0 ARTS GRANT CALIFORNIA COMMUNITY FOUNDATION 221 SOUTH FIGEUROA STREET SUITE 400 LOS ANGELES CA 90012 953510055 501(C)(3) 15000 0 PHILANTHROPY GRANT CAMP HAPPY DAYS 933 DUPONT ROAD SUITE B CHARLESTON SC 29407 570755466 501(C)(3) 50542 0 HEALTH GRANT CAMP RISE ABOVE INC PO BOX 31295 CHARLESTON SC 29417 270545990 501(C)(3) 14193 0 NEIGHBORHOOD & COMMUNITY DEV. GRANT CAMPUS CRUSADE FOR CHRIST INC PO BOX 628222 ORLANDO FL 32862 956006173 501(C)(3) 12600 0 RELIGION GRANT CAMP WILDWOOD INC PO BOX 123 HAMPTON SC 29924 571059635 501(C)(3) 20500 0 EDUCATION GRANT CANCER SURVIVORS PARK ALLIANCE PO BOX 9428 GREENVILLE SC 29604 571085380 501(C)(3) 6271 0 ENVIRONMENT GRANT CAROLINA HUMAN REINVESTMENT INC PO BOX 2440 GEORGETOWN SC 29442 161777835 501(C)(3) 15500 0 HUMAN NEEDS GRANT CAROLINAS-VIRGINIA MINORITY SUPPLIER DEVELOPOMENT COUNCILS INC 9115 HARRIS CORNERS PKWY CHARLOTTE NC 28269 561191106 501(C)(3) 15000 0 NEIGHBORHOOD & COMMUNITY DEV. GRANT CATHOLIC COMMUNITY FOUNDATION OF SC PO BOX 31257 CHARLESTON SC 29417 821557805 501(C)(3) 33250 0 RELIGION GRANT CATHOLIC RELIEF SERVICES INC PO BOX 17090 BALTIMORE MD 21297 135563422 501(C)(3) 25000 0 HUMAN NEEDS GRANT CEDARTOWN POLK COUNTY HUMANE SOCIETY PO BOX 1339 CEDARTOWN GA 30125 465468996 501(C)(3) 10000 0 ENVIRONMENT GRANT CENTENARY UNITED METHODIST CHURCH 58 WENTWORTH STREET CHARLESTON SC 29403 135562279 501(C)(3) 100836 0 RELIGION GRANT CENTER FOR ACTION AND CONTEMPLATION INC PO BOX 12464 ALBUQUERQUE NM 87195 850354965 501(C)(3) 25000 0 HUMAN NEEDS GRANT CENTER FOR HEIRS' PROPERTY PRESERVATION 8570 RIVERS AVE SUITE 170 NORTH CHARLESTON SC 29406 522452879 501(C)(3) 38500 0 ENVIRONMENT GRANT CHAMBER MUSIC CHARLESTON PO BOX 80072 CHARLESTON SC 29416 061778633 501(C)(3) 9000 0 ARTS GRANT CHARACTER RESTORATION INITIATIVE PO BOX 104 ALLENDALE SC 29810 475276409 501(C)(3) 7100 0 HUMAN NEEDS GRANT CHARLESTON ACADEMY OF MUSIC PO BOX 22364 CHARLESTON SC 29413 010739765 501(C)(3) 25000 0 ARTS GRANT CHARLESTON ANIMAL SOCIETY 2455 REMOUNT ROAD NORTH CHARLESTON SC 29406 576021863 501(C)(3) 70311 0 ENVIRONMENT GRANT CHARLESTON AREA JUSTICE MINISTRY PO BOX 71416 NORTH CHARLESTON SC 29415 461758506 501(C)(3) 30000 0 HUMAN NEEDS GRANT CHARLESTON AREA SENIOR CITIZENS SERVICES INC 259 MEETING STREET CHARLESTON SC 29401 576030048 501(C)(3) 15500 0 HUMAN NEEDS GRANT CHARLESTON AREA THERAPEUTIC RIDING PO BOX 146 JOHNS ISLAND SC 29457 570937061 501(C)(3) 25407 0 EDUCATION GRANT CHARLESTON CLIMATE COALITION 871 WELLINGTON DR CHARLESTON SC 29412 870887661 501(C)(3) 32950 0 ENVIRONMENT GRANT CHARLESTON COMMUNITY RESEARCH TO ACTION BOARD 2125 DORCHESTER ROAD NORTH CHARLESTON SC 29405 461521161 501(C)(3) 38496 0 HEALTH GRANT CHARLESTON COUNTY FIRST STEPS 4975 LACROSS ROAD SUITE 100 NORTH CHARLESTON SC 29406 571097784 501(C)(3) 17500 0 EDUCATION GRANT CHARLESTON COUNTY PARKS FOUNDATION INC 2090 EXECUTIVE HALL ROAD SUITE 170 CHARLESTON SC 29407 570913949 501(C)(3) 18338 0 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DEVELOPMENT CONTRIBUTION PROCESSINGPO BOX 2038 NEW HAVEN CT 06521 060646973 501(C)(3) 16000 0 EDUCATION GRANT YO ART INC PO BOX 12397 CHARLESTON SC 29422 273158319 501(C)(3) 11500 0 EDUCATION GRANT YOUTH EMPOWERMENT SERVICES PO BOX 41784 CHARLESTON SC 29423 571092673 501(C)(3) 20000 0 HUMAN NEEDS GRANT YWCA OF GREATER CHARLESTON PO BOX 80935 CHARLESTON SC 29416 570518147 501(C)(3) 37497 0 HUMAN NEEDS GRANT 409 0 SCHOLARSHIPS 168 556419 PART I, LINE 2: ONCE THE FUNDS ARE DISTRIBUTED FROM THE ORGANIZATION, A RECEIPT IS REQUESTED FOR ALL GRANTS AND AN ANNUAL REPORT IS REQUIRED OF ALL GRANTEES WHO HAVE RECIEVED A GRANT FROM AT LEAST ONE OF THE ORGANIZATION'S COMPETITIVE PROGRAMS OF $5,000 OR MORE. CCF HAS AN EXPENDITURE RESPONSIBILITY POLICY FOR THEIR DONOR ADVISED FUND GRANTS. ALL GRANTS ARE DISTRIBUTED AND MONITORED IN COMPLIANCE WITH CCF'S EXPENDITURE RESPONSIBILITY POLICY. X X X X 0 0 0 0 0 0 0 0 0 DARRIN GOSS CEO 282273 0 0 0 0 0 656 0 18357 0 301286 0 0 0 JANE LITZ CFO 161271 0 0 0 0 0 338 0 15194 0 176803 0 0 0 MELISSA LEVESQUE VP OF DEVELOPMENT 153202 0 0 0 0 0 833 0 16848 0 170883 0 0 0 X 115 4834853 AVG HI/LO ON GIFT DATE X 1 1990000 APPRAISED VALUE 0 0 1 1 PART I, LINE 32B: FOR REAL ESTATE GIFTS, THE FOUNDATION HAS HIRED AGENTS TO REPRESENT IT IN THE MARKETING AND SALE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO AND REVIEWED BY KEY STAFF, THE FINANCE COMMITTEE AND THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, THE BOARD AND OFFICERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE DOCUMENT. THIS DOCUMENT REQUESTS DISCLOSURE OF ANY POTENTIAL CONFLICTS SUCH AS VENDOR RELATIONSHIPS OR GRANT RECIPIENT RELATIONSHIPS. IN ADDITION, AT EACH BOARD MEETING, MEMBERS ARE ASKED TO DISCLOSE ANY POTENTIAL CONFLICTS AND, UPON SUCH DISCLOSURES, TO LEAVE THE MEETING AND REFRAIN FROM VOTING. FORM 990, PART VI, SECTION B, LINE 15 THE FOUNDATION PARTICIPATES ANNUALLY IN THE GRANTMAKER SALARY AND BENEFITS SURVEY FROM THE COUNCIL ON FOUNDATIONS (COF), AND UTILIZES THE RESULTING ANNUAL REPORT TO REVIEW THE APPROPRIATE SALARY RANGES FOR THE PRESIDENT AND OTHER TOP MANAGEMENT/KEY STAFF MEMBERS. THE COF'S REPORT PROVIDES COMPARATIVE DATA ON A LARGE GROUP OF GRANTMAKERS FROM REGIONAL AND NATIONAL MARKETS. THE ANALYSIS OF THIS DATA BUILDS UPON THE METHODOLOGY AND APPROACH ESTABLISHED BY THE COF IN 1980. THE SALARY BUDGET IS APPROVED BY THE BOARD AS PART OF AN ANNUAL REVIEW. COMPENSATION FOR THE PRESIDENT/CEO IS BASED ON THE RECOMMENDATION OF THE GOVERNANCE AND PERSONNEL COMMITTEE AFTER THE COMPLETION OF THE ANNUAL PERFORMANCE REVIEW PROCESS, AND IS APPROVED BY THE BOARD OF DIRECTORS. FINAL SALARIES FOR MANAGEMENT AND KEY STAFF MEMBERS ARE DETERMINED BY THE PRESIDENT/CEO BASED UPON THE RESULTS OF PERFORMANCE REVIEWS. ALL DECISIONS ABOUT THE FOUNDATION'S OFFICERS SALARIES ARE DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS, INCLUDING FORM 990, AVAILABLE ON REQUEST. FORM 990, PART IX, LINE 24E OTHER ADMIN EXPENSE: PROGRAM SERVICE EXPENSES 5,126. MANAGEMENT AND GENERAL EXPENSES 163. FUNDRAISING EXPENSES 10,814. TOTAL EXPENSES 16,103. TAXES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 11,493. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,493. FORM 990, PART XI, LINE 9: CHANGE IN VALUE - DEFERRED COMP -8,983. CHANGE IN BENEFICIAL INTEREST IN TRUST -206,714. CHANGE IN CASH VALUE OF LIFE INSURANCE 67,019. CHANGE IN VALUE-GIFT ANNUITY -59,449. TRANSFERS 66,456. TRANSFER TO SUPPORTING ORGANIZATION -326,244. 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