2020-11-13T08:54:42-06:00 2019-12-31 560747981 Dixon Hughes Goodman LLP 500 Ridgefield Court Asheville NC 28806 990PF 2019-01-01 830590696 Dogwood Health Trust DOGW 8283295089 890 Hendersonville Road Suite 300 Asheville NC 28803 Janice Brumit Chair 8283295089 2020-11-13 1 Amy Bibby P00445891 8282542254 2020-11-13 99.47.28.203 2020-11-13 07:56:12 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 48FB394F9AA065459641371F168D9F2AFFFBB473 2019 2021-04-22 16:20:28Z X 1099870272 X 1053052882 12314261 12314261 9789945 9789945 9789945 1075157088 22104206 569700 0 569700 1504933 50000 1454933 174459 0 174459 128303 0 128303 30198 0 155429 0 155429 43108 0 43108 5078946 2105425 2973521 7685076 2155425 5499453 0 0 7685076 2155425 5499453 1067472012 19948781 0 6722181 6722181 69652 69652 69652 65959 65959 211554 30198 181356 181356 0 1041041997 1092619441 0 211683 211683 0 1048292828 1099870272 1107683 365000 0 179413 0 1652096 X 1046640732 0 1046640732 0 1048292828 0 1067472012 5409086 1072881098 26240366 1046640732 Realized Capital Gain P 9789945 9789945 9789945 9789945 0 0 0 0.000000 0.000000 0.000000 370931879 0 199488 199488 5499453 X 199488 0 199488 0 199488 0 235288 0 235288 X 709 35091 35091 0 0 0 0 0 0 0 0 0 0 0 0 1 NC 1 0 1 0 0 1 www.dht.org Finance 8287716710 890 Hendersonville Road Suite 300 Asheville NC 28803 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 188825 15144 0 Ann Y Young 890 Hendersonville Road Suite 300 Asheville NC 28803 Interim-Exec Director 40.00 380875 21761 0 James William Kinard Jr 890 Hendersonville Road Suite 300 Asheville NC 28803 Top 5 Compensated 40.00 240508 28959 0 April Denise Bragg 890 Hendersonville Road Suite 300 Asheville NC 28803 Top 5 Compensated 40.00 126081 12233 0 Gregory W Byers 890 Hendersonville Road Suite 300 Asheville NC 28803 Top 5 Compensated 40.00 104908 14824 0 Lakesha F McDay 890 Hendersonville Road Suite 300 Asheville NC 28803 Top 5 Compensated 40.00 104908 12946 0 Neil D Gurney 890 Hendersonville Road Suite 300 Asheville NC 28803 Top 5 Compensated 40.00 95031 15529 0 0 Cambridge Associates 125 High St Ste 1420 Boston MA 02110 Investment Management 467500 The Health Initiative 1401 K St NW Ste 900 Washington DC 20005 Consulting 361571 Robinson Bradshaw 101 N Tryon Street SUite 1900 Charlotte NC 28246 Legal Fees 336083 Witt Kieffer 2015 Spring Road Suite 510 Oak Brook IL 60523 Consulting 315982 Blackbaud 2000 Daniel Island Dr Daniel Island SC 29492 Software Fees 218904 0 0 375806941 773647 0 376580588 0 0 376580588 5648709 370931879 18546594 18546594 199488 199488 18347106 0 18347106 0 18347106 5499453 0 5499453 199488 5299965 18347106 0 0 0 5499453 0 0 0 5499453 0 0 0 0 0 0 0 0 12847653 0 0 0 Dogwood Health Trust PO Box 15729 Asheville NC 28813 8287716710 info@dht.org See Attached. N/A Grant funds must be used to improve the health and well-being of the people and communities of Western North Carolina. 0 0 14 12314261 18 9789945 0 22104206 0 22104206 0 0 0 0 0 0 0 0 0 0 X X 1 George Renfro 15 Greenwood Road Asheville NC 288033110 50000 X 2 ANC HealthCare Inc 509 Biltmore Avenue Asheville NC 28801 1052791328 X 3 Mission Health System Foundation PO Box 5363 Asheville NC 28803 211554 X 3 furniture, fixtures, and computers 211554 2019-02-01 Form 990-PF, Part XV LN 2b 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. Fixed Income AT COST 383950027 389600003 Equities AT COST 392864023 425692897 Hedged Strategies AT COST 215406643 228505237 Private Investments AT COST 5821304 5821304 Cash in Transit AT COST 43000000 43000000 Website Domains 10000 10000 Software Licenses 23817 23817 Right of Use Asset 177866 177866 Unrealized gain on investments 25875366 Accrued Expenses 365000 Legal Fees 318464 0 318464 Accounting Fees 42487 0 42487 Other Professional Fees 1661090 0 1661090 Other Purchased Services 12877 0 12877 Investment Fees 2105425 2105425 0 Office Expenses 481082 0 481082 Information Technology 317787 0 317787 Insurance 82013 0 82013 DHT Events 48380 0 48380 Catering Services 9341 0 9341 Other change in net assets 173288 Book to tax difference 5235798 Lease Liability 0 165162 Lease Liability - LT 0 14251 ANC Healthcare Inc 509 Biltmore Avenue Asheville NC 28801 Payroll Taxes 128303 0 128303