DOGWOOD HEALTH TRUST: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- DOGWOOD HEALTH TRUST (EIN 83-0590696)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202023189349101212
- Schema version
- 2019v5.1
- 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
- Form 990-PF
- Schedule B
- General Explanation Attachment
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-13T08:54:42-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560747981 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dixon Hughes Goodman LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 Ridgefield Court | AddressLine1Txt |
| City | Asheville | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 830590696 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dogwood Health Trust | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DOGW | BusinessNameControlTxt |
| Phone | 8283295089 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 890 Hendersonville Road Suite 300 | AddressLine1Txt |
| City | Asheville | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28803 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Janice Brumit | PersonNm |
| Person Title | Chair | PersonTitleTxt |
| Phone | 8283295089 | PhoneNum |
| Signature | 2020-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Amy Bibby | PreparerPersonNm |
| PTIN | P00445891 | PTIN |
| Phone | 8282542254 | PhoneNum |
| Preparation | 2020-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 99.47.28.203 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-13 | IPDt |
| IP Tm | 07:56:12 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 48FB394F9AA065459641371F168D9F2AFFFBB473 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,099,870,272 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,053,052,882 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $12,314,261 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,314,261 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,789,945 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,789,945 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,789,945 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,075,157,088 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $22,104,206 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $569,700 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $569,700 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,504,933 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $50,000 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,454,933 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $174,459 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $174,459 | PensionEmplBnftDsbrsChrtblAmt |
| Taxes Rev And Expnss | $128,303 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $128,303 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $30,198 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $155,429 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $155,429 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $43,108 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $43,108 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,078,946 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,105,425 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,973,521 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,685,076 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,155,425 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,499,453 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,685,076 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,155,425 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,499,453 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,067,472,012 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $19,948,781 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $0 | CashBOYAmt |
| Cash EOY | $6,722,181 | CashEOYAmt |
| Cash EOYFMV | $6,722,181 | CashEOYFMVAmt |
| Acct Rcvbl | $69,652 | AcctRcvblAmt |
| Acct Rcvbl EOY | $69,652 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $69,652 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses EOY | $65,959 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $65,959 | PrepaidExpensesEOYFMVAmt |
| Invst Land Cost Or Other Basis | $211,554 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $30,198 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments EOY | $181,356 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $181,356 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,041,041,997 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,092,619,441 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $211,683 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $211,683 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $0 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,048,292,828 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,099,870,272 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $1,107,683 | AccountsPayableEOYAmt |
| Grants Payable EOY | $365,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $179,413 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,652,096 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests EOY | $1,046,640,732 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $0 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,046,640,732 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $0 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,048,292,828 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $0 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,067,472,012 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,409,086 | OtherIncreasesAmt |
| Subtotal | $1,072,881,098 | SubtotalAmt |
| Other Decreases | $26,240,366 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,046,640,732 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Realized Capital Gain | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $9,789,945 | GrossSalesPriceAmt |
| Gain Or Loss | $9,789,945 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $9,789,945 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,789,945 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $0 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $0 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.000000 | DistributionYr1Rt |
| Total Distribution | 0.000000 | TotalDistributionRt |
| Average Distribution | 0.000000 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $370,931,879 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $0 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $199,488 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $199,488 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,499,453 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $199,488 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $199,488 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $199,488 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $235,288 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $235,288 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $709 | EsPenaltyAmt |
| Overpayment | $35,091 | OverpaymentAmt |
| Applied To ES Tax | $35,091 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | www.dht.org | WebsiteAddressTxt |
| Individual With Books | Finance | IndividualWithBooksNm |
| Phone | 8287716710 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 890 Hendersonville Road Suite 300 | AddressLine1Txt |
| City | Asheville | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28803 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (17 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Janice W Brumit | ||||||||
| 890 Hendersonville Road Suite 300 | Asheville | NC | 28803 | Chair | 10.00 | $0 | $0 | $0 |
| John FAV Cecil | ||||||||
| 890 Hendersonville Road Suite 300 | Asheville | NC | 28803 | Vice Chair | 5.00 | $0 | $0 | $0 |
| George D Renfro | ||||||||
| 890 Hendersonville Road Suite 300 | Asheville | NC | 28803 | Treasurer & Secretary | 5.00 | $0 | $0 | $0 |
| John R Ball | ||||||||
| 890 Hendersonville Road Suite 300 | Asheville | NC | 28803 | Board Member | 2.00 | $0 | $0 | $0 |
| Vivian A Bolanos | ||||||||
| 890 Hendersonville Road Suite 300 | Asheville | NC | 28803 | Board Member | 2.00 | $0 | $0 | $0 |
| Jackie L Godlock | ||||||||
| 890 Hendersonville Road Suite 300 | Asheville | NC | 28803 | Board Member | 2.00 | $0 | $0 | $0 |
| Dawna D Goode-Ledbetter | ||||||||
| 890 Hendersonville Road Suite 300 | Asheville | NC | 28803 | Board Member | 2.00 | $0 | $0 | $0 |
| Michell Hicks | ||||||||
| 890 Hendersonville Road Suite 300 | Asheville | NC | 28803 | Board Member | 2.00 | $0 | $0 | $0 |
| Samuel D Lupas | ||||||||
| 890 Hendersonville Road Suite 300 | Asheville | NC | 28803 | Board Member | 2.00 | $0 | $0 | $0 |
| Robert C Roberts | ||||||||
| 890 Hendersonville Road Suite 300 | Asheville | NC | 28803 | Board Member | 2.00 | $0 | $0 | $0 |
| Jacquelyn S Simms | ||||||||
| 890 Hendersonville Road Suite 300 | Asheville | NC | 28803 | Board Member | 2.00 | $0 | $0 | $0 |
| Wyatt S Stevens | ||||||||
| 890 Hendersonville Road Suite 300 | Asheville | NC | 28803 | Board Member | 2.00 | $0 | $0 | $0 |
| Sarah B Thompson | ||||||||
| 890 Hendersonville Road Suite 300 | Asheville | NC | 28803 | Board Member | 2.00 | $0 | $0 | $0 |
| Donna Tipton-Rogers | ||||||||
| 890 Hendersonville Road Suite 300 | Asheville | NC | 28803 | Board Member | 2.00 | $0 | $0 | $0 |
| Martha C Tyner | ||||||||
| 890 Hendersonville Road Suite 300 | Asheville | NC | 28803 | Board Member | 2.00 | $0 | $0 | $0 |
| Antony E Chiang | ||||||||
| 890 Hendersonville Road Suite 300 | Asheville | NC | 28803 | Chief Executive Officer | 40.00 | $188,825 | $15,144 | $0 |
| Ann Y Young | ||||||||
| 890 Hendersonville Road Suite 300 | Asheville | NC | 28803 | Interim-Exec Director | 40.00 | $380,875 | $21,761 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| James William Kinard Jr | ||||||||
| 890 Hendersonville Road Suite 300 | Asheville | NC | 28803 | Top 5 Compensated | 40.00 | $240,508 | $28,959 | $0 |
| April Denise Bragg | ||||||||
| 890 Hendersonville Road Suite 300 | Asheville | NC | 28803 | Top 5 Compensated | 40.00 | $126,081 | $12,233 | $0 |
| Gregory W Byers | ||||||||
| 890 Hendersonville Road Suite 300 | Asheville | NC | 28803 | Top 5 Compensated | 40.00 | $104,908 | $14,824 | $0 |
| Lakesha F McDay | ||||||||
| 890 Hendersonville Road Suite 300 | Asheville | NC | 28803 | Top 5 Compensated | 40.00 | $104,908 | $12,946 | $0 |
| Neil D Gurney | ||||||||
| 890 Hendersonville Road Suite 300 | Asheville | NC | 28803 | Top 5 Compensated | 40.00 | $95,031 | $15,529 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Cambridge Associates | |||||
| 125 High St Ste 1420 | Boston | MA | 02110 | Investment Management | $467,500 |
| The Health Initiative | |||||
| 1401 K St NW Ste 900 | Washington | DC | 20005 | Consulting | $361,571 |
| Robinson Bradshaw | |||||
| 101 N Tryon Street SUite 1900 | Charlotte | NC | 28246 | Legal Fees | $336,083 |
| Witt Kieffer | |||||
| 2015 Spring Road Suite 510 | Oak Brook | IL | 60523 | Consulting | $315,982 |
| Blackbaud | |||||
| 2000 Daniel Island Dr | Daniel Island | SC | 29492 | Software Fees | $218,904 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $375,806,941 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $773,647 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $376,580,588 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $376,580,588 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,648,709 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $370,931,879 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,546,594 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,546,594 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $199,488 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $199,488 | TotalTaxAmt |
| Distributable Before Adj | $18,347,106 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $18,347,106 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $18,347,106 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,499,453 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,499,453 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $199,488 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,299,965 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,347,106 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,499,453 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,499,453 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $12,847,653 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Dogwood Health Trust | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 15729 | AddressLine1Txt |
| City | Asheville | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28813 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8287716710 | RecipientPhoneNum |
| Recipient Email Address | info@dht.org | RecipientEmailAddressTxt |
| Form And Info And Materials | See Attached. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | Grant funds must be used to improve the health and well-being of the people and communities of Western North Carolina. | RestrictionsOnAwardsTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $0 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,314,261 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,789,945 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $22,104,206 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $22,104,206 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| George Renfro | |||||||
| 1 | 15 Greenwood Road | Asheville | NC | 288033110 | $50,000 | Yes (X) | |
| ANC HealthCare Inc | |||||||
| 2 | 509 Biltmore Avenue | Asheville | NC | 28801 | $1,052,791,328 | Yes (X) | |
| Mission Health System Foundation | |||||||
| 3 | PO Box 5363 | Asheville | NC | 28803 | $211,554 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 3 | ContributorNum |
| Noncash Property | furniture, fixtures, and computers | NoncashPropertyDesc |
| Fair Market Value | $211,554 | FairMarketValueAmt |
| Received | 2019-02-01 | ReceivedDt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Form 990-PF, Part XV LN 2b | FormAndLineReferenceDesc |
| Medium Explanation | The Form in which applications should be submitted: Grants are awarded based on community need and opportunity for enhancing the lives of the WNC community. Dogwood Health Trust works with community organizations in partnering to create/support programs within the community. Dogwood Health Trust reviews community opportunities to evaluate potential impact and alignment to Dogwood Health Trust's strategies and projects.There is no form required for entering into a funding discussion. Any interested partner may contact any foundation staff member at any time to discuss potential funding. Requests that align with Dogwood Health Trust's strategic priorities will be forwarded to the appropriate member of Dogwood Health Trust's Impact Team. Impact Team members will discuss opportunities with potential applicants and, if appropriate, present requests to the full Impact Team. If the Impact Team finds projects are appropriate for funding, applicants will be asked to complete an online request form. Those requests are submitted to Dogwood Health Trust's Programs and Grants Committee of the Board for approval. Depending on the amount requested, applications may also go before the full Board for approval. | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Fixed Income | AT COST | $383,950,027 | $389,600,003 |
| Equities | AT COST | $392,864,023 | $425,692,897 |
| Hedged Strategies | AT COST | $215,406,643 | $228,505,237 |
| Private Investments | AT COST | $5,821,304 | $5,821,304 |
| Cash in Transit | AT COST | $43,000,000 | $43,000,000 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Website Domains | $10,000 | $10,000 |
| Software Licenses | $23,817 | $23,817 |
| Right of Use Asset | $177,866 | $177,866 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Unrealized gain on investments | $25,875,366 |
| Accrued Expenses | $365,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Legal Fees | $318,464 | $0 | $318,464 |
| Accounting Fees | $42,487 | $0 | $42,487 |
| Other Professional Fees | $1,661,090 | $0 | $1,661,090 |
| Other Purchased Services | $12,877 | $0 | $12,877 |
| Investment Fees | $2,105,425 | $2,105,425 | $0 |
| Office Expenses | $481,082 | $0 | $481,082 |
| Information Technology | $317,787 | $0 | $317,787 |
| Insurance | $82,013 | $0 | $82,013 |
| DHT Events | $48,380 | $0 | $48,380 |
| Catering Services | $9,341 | $0 | $9,341 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Other change in net assets | $173,288 |
| Book to tax difference | $5,235,798 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Lease Liability | $0 | $165,162 |
| Lease Liability - LT | $0 | $14,251 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANC Healthcare Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 509 Biltmore Avenue | AddressLine1Txt |
| City | Asheville | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28801 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Payroll Taxes | CategoryTxt |
| Amt | $128,303 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $128,303 | DisbursementsCharitablePrpsAmt |