HENDRICK FAMILY FOUNDATION: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HENDRICK FAMILY FOUNDATION (EIN 36-4837270)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-11
- IRS object ID
- 202043169349304859
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-11T14:55:40-06:00 | 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 | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364837270 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HENDRICK FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEND | BusinessNameControlTxt |
| Phone | 7045673627 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6000 MONROE RD NO 100 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28212 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JERRY W ROBBINS JR | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 7045673627 | PhoneNum |
| Signature | 2020-11-11 | 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 |
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 | 2020-11-11 | IPDt |
| IP Tm | 14:47:58 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | CF929DE5911E954A9C43A86CE59FD4E5DFCB7552 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 48FB394F9AA065459641371F168D9F2AFFFBB473 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JERRY W ROBBINS JR | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6000 MONROE RD | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,469,302 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2015 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | THE ORGANIZATION IS ORGANIZED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE INCLUDING WITHOUT LIMITATION THE ABILITY TO PROVIDE ASSISTANCE AND ADVOCACY FOR THE FINANCIALLY DISADVANTAGED. | ActivityOrMissionDesc |
| Voting Members Governing Body | 2 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 2 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 6 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,782,531 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,355,108 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,782,531 | PYTotalRevenueAmt |
| CY Total Revenue | $1,355,108 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,403,826 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,748,184 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,678 | PYOtherExpensesAmt |
| CY Other Expenses | $4,250 | CYOtherExpensesAmt |
| PY Total Expenses | $1,407,504 | PYTotalExpensesAmt |
| CY Total Expenses | $1,752,434 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $375,027 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$397,326 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $969,245 | TotalAssetsBOYAmt |
| Total Assets EOY | $572,214 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $295 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $969,245 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $571,919 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE ORGANIZATION IS ORGANIZED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE INCLUDING, WITHOUT LIMITATION, THE ABILITY TO PROVIDE ASSISTANCE AND ADVOCACY FOR THE FINANCIALLY DISADVANTAGED. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,498,225 | ExpenseAmt |
| Grant | $1,498,225 | GrantAmt |
| Desc | GIFTS TO 39 VARIOUS CHARITIES TO SUPPORT MEDICAL NEEDS, YOUTH DEVELOPMENT PROGRAMS AND SUMMER CAMPS, SHELTER FOR THE HOMELESS, AND OTHER LOCAL CHARITIES IN THE CHARLOTTE METROPOLITAN AREA. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $168,167 | ExpenseAmt |
| Grant | $168,167 | GrantAmt |
| Desc | CASH GIFTS TO DISADVANTAGED FAMILIES AND DISASTER RELIEF VICTIMS OF HURRICANE FLORENCE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $81,792 | ExpenseAmt |
| Grant | $81,792 | GrantAmt |
| Desc | DONATIONS TO SECOND HARVEST FOOD BANK OF METROLINA. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,748,184 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 2 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 2 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JERRY W ROBBINS JR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7045673627 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6000 MONROE RD | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JOSEPH R HENDRICK III | ||||||
| PRESIDENT/DIRECTOR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LYNN H CARLSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JERRY W ROBBINS JR | ||||||
| VICE PRES, TREASURER, ASST SEC | 4.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT C RICE | ||||||
| VICE PRESIDENT, ASST SECRETARY | 0.00 | Yes (X) | $0 | $0 | $0 | |
| VERONICA A ZAYATZ | ||||||
| VICE PRESIDENT, SECRETARY | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,288,792 | FundraisingAmt |
| All Other Contributions | $66,316 | AllOtherContributionsAmt |
| Total Contributions | $1,355,108 | TotalContributionsAmt |
| Fundraising Gross Income | $114,194 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,288,792 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $114,194 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,355,108 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,575,643 | TotalAmt |
| Program Services | $1,575,643 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,541 | TotalAmt |
| Program Services | $122,541 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,000 | TotalAmt |
| Program Services | $50,000 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $410 | TotalAmt |
| Management And General | $410 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,250 | TotalAmt |
| Management And General | $2,250 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200 | TotalAmt |
| Management And General | $200 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,390 | TotalAmt |
| Management And General | $1,390 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,752,434 | TotalAmt |
| Program Services | $1,748,184 | ProgramServicesAmt |
| Management And General | $4,250 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $969,245 | BOYAmt |
| EOY | $572,214 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $969,245 | BOYAmt |
| EOY | $572,214 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $295 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $295 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $969,245 | BOYAmt |
| EOY | $571,919 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $969,245 | BOYAmt |
| EOY | $571,919 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $969,245 | BOYAmt |
| EOY | $572,214 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$397,326 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $247,740 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,204,143 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,782,531 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,355,108 | CurrentTaxYearAmt |
| Total | $4,589,522 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $247,740 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,204,143 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,782,531 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,355,108 | CurrentTaxYearAmt |
| Total | $4,589,522 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,346,420 | SubstantialContributorsTotAmt |
| Public Support Total170 | $3,243,102 | PublicSupportTotal170Amt |
| Total Support | $4,589,522 | TotalSupportAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
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) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DONOR REFUND | Desc |
| Amt | $295 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $295 | TotalLiabilityAmt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | HURRICANE RELIEF - GRANTS | RegionTxt |
| Type Of Activities Conducted | HURRICANE RELIEF - GRANTS | TypeOfActivitiesConductedTxt |
| Specific Services Provided | GRANT | SpecificServicesProvidedTxt |
| Region Total Expenditures | $50,000 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $50,000 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $50,000 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Purpose Of Grant | HURRICANE RELIEF | PurposeOfGrantTxt |
| Cash Grant | $50,000 | CashGrantAmt |
| Manner Of Cash Disbursement | WIRE | MannerOfCashDisbursementTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $1,402,986 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,288,792 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $114,194 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $101,741 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $12,453 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $1,402,986 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,288,792 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $114,194 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $101,741 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $12,453 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $114,194 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (39 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| JEFF GORDON CHILDREN'S FOUNDATION | ||||||||
| 1310 S TRYON ST STE 105 | CHARLOTTE | NC | 28203 | 562174163 | 501(C)(3) | $25,000 | OPERATIONAL SUPPORT | |
| SALVATION ARMY OF GREATER CHARLOTTE | ||||||||
| 4015 STUART ANDREW BLVD | CHARLOTTE | NC | 28217 | 580660607 | 501(C)(3) | $67,000 | OPERATIONAL SUPPORT | |
| OCCONEECHEE COUNCIL BSA | ||||||||
| 3231 ATLANTIC AVE | RALEIGH | NC | 27604 | 560529984 | 501(C)(3) | $50,000 | OPERATIONAL SUPPORT | |
| YOUNG LIFEJ D GIBBS LEGACY FUND | ||||||||
| 420 N CASCADE AVE | COLORADO SPRINGS | CO | 80903 | 840385934 | 501(C)(3) | $25,000 | OPERATIONAL SUPPORT | |
| NATIONAL BRAIN TUMOR SOCIETY | ||||||||
| 55 CHAPEL ST STE 200 | NEWTON | MA | 02458 | 043068130 | 501(C)(3) | $15,000 | OPERATIONAL SUPPORT | |
| SECOND HARVEST FOOD BANK | ||||||||
| 500-B SPRATT ST | CHARLOTTE | NC | 28206 | 561352593 | 501(C)(3) | $81,793 | OPERATIONAL SUPPORT | |
| BE THE MATCH FOUNDATION | ||||||||
| 500 N 5TH ST | MINNEAPOLIS | MN | 554011206 | 411704734 | 501(C)(3) | $200,000 | OPERATIONAL SUPPORT | |
| ATRIUM HEALTH FOUNDATION | ||||||||
| 208 EAST BOULEVARD | CHARLOTTE | NC | 28203 | 566060481 | 501(C)(3) | $260,000 | OPERATIONAL SUPPORT | |
| YMCA OF THE TRIANGLE | ||||||||
| 801 CORPORATE CENTER DR STE 200 | RALEIGH | NC | 27607 | 560591307 | 501(C)(3) | $30,000 | OPERATIONAL SUPPORT | |
| CHARLOTTE-MECKLENBURG POLICE FOUNDATION | ||||||||
| PO BOX 32084 | CHARLOTTE | NC | 28232 | 200422513 | 501(C)(3) | $5,000 | OPERATIONAL SUPPORT | |
| AISLINN'S WISH FOUNDATION | ||||||||
| PO BOX 94 | HARRISBURG | NC | 28075 | 812264954 | 501(C)(3) | $4,500 | OPERATIONAL SUPPORT | |
| CHARLOTTE BALLET | ||||||||
| 701 N TRYON ST | CHARLOTTE | NC | 28202 | 581314711 | 501(C)(3) | $5,000 | OPERATIONAL SUPPORT | |
| DENNIS' KITS FOR SMILES INC | ||||||||
| 800 21ST STREET NORTH | WICHITA | KS | 67214 | 830763117 | 501(C)(3) | $25,000 | OPERATIONAL SUPPORT | |
| HORATIO ALGER ASSOCIATION | ||||||||
| 99 CANAL CENTER PLAZA SUITE 320 | ALEXANDRIA | VA | 22314 | 131669975 | 501(C)(3) | $35,000 | OPERATIONAL SUPPORT | |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| 3 INTERNATIONAL DRIVE SUITE 200 | RYE BROOK | NY | 10573 | 135644916 | 501(C)(3) | $25,000 | OPERATIONAL SUPPORT | |
| VISION TO LEARN | ||||||||
| 11611 SAN VICENTE BLVD SUITE 500 | LOS ANGELES | CA | 90049 | 453457853 | 501(C)(3) | $40,000 | OPERATIONAL SUPPORT | |
| MARTIN TRUEX JR FOUNDATION | ||||||||
| 156 CAYUGA DR | MOORESVILLE | NC | 28117 | 260654126 | 501(C)(3) | $20,000 | OPERATIONAL SUPPORT | |
| VETERANS BRIDGE HOME | ||||||||
| 2200 E 7TH STREET | CHARLOTTE | NC | 28204 | 452350728 | 501(C)(3) | $5,000 | OPERATIONAL SUPPORT | |
| SPEEDWAY CHILDREN'S CHARITIES (DONATION) | ||||||||
| 5401 E INDEPENDENCE BLVD | CHARLOTTE | NC | 28212 | 561331429 | 501(C)(3) | $10,000 | OPERATIONAL SUPPORT | |
| URBAN MINISTRY CENTER | ||||||||
| PO BOX 31335 | CHARLOTTE | NC | 28231 | 561837620 | 501(C)(3) | $30,000 | OPERATIONAL SUPPORT | |
| CHARLOTTE HORNETS FOUNDATION | ||||||||
| 333 EAST TRADE STREET | CHARLOTTE | NC | 28202 | 200946449 | 501(C)(3) | $10,000 | OPERATIONAL SUPPORT | |
| RECEPTIONS FOR RESEARCH (GREG OLSEN FOUNDATION) | ||||||||
| 200 EAST LAS OLAS BLVD | FORT LAUDERDALE | FL | 33301 | 270843891 | 501(C)(3) | $10,000 | OPERATIONAL SUPPORT | |
| THE NASCAR FOUNDATION | ||||||||
| 1 DAYTONA BLVD 7TH FLOOR | DAYTONA BEACH | FL | 32114 | 300337745 | 501(C)(3) | $5,000 | OPERATIONAL SUPPORT | |
| BOYS & GIRLS CLUBS OF BROWARD CO | ||||||||
| 877 NW 61ST STREET | FORT LAUDERDALE | FL | 33309 | 591108790 | 501(C)(3) | $150,000 | OPERATIONAL SUPPORT | |
| ALLEGRO FOUNDATION | ||||||||
| 419 ARDMORE ROAD | CHARLOTTE | NC | 28209 | 200221482 | 501(C)(3) | $10,000 | OPERATIONAL SUPPORT | |
| CAMP SOUTHERN GROUND | ||||||||
| 101 GARDNER PARK | PEACHTREE CITY | GA | 30269 | 273082862 | 501(C)(3) | $100,000 | OPERATIONAL SUPPORT | |
| THE INDEPENDENCE FUND | ||||||||
| 9013 PERIMETER WOODS DR | CHARLOTTE | NC | 28216 | 260322088 | 501(C)(3) | $10,000 | OPERATIONAL SUPPORT | |
| MOTOR RACING OUTREACH | ||||||||
| 5555 CONCORD PARKWAY SOUTH SMITH | CONCORD | NC | 28027 | 581859610 | 501(C)(3) | $25,000 | OPERATIONAL SUPPORT | TOWER STE 405 |
| ALZHEIRMER'S ASSOCIATION | ||||||||
| 225 NORTH MICHIGAN AVE FL 17 | CHICAGO | IL | 606017633 | 133039601 | 501(C)(3) | $20,000 | OPERATIONAL SUPPORT | |
| YOUTH AUTOMOTIVE TRAINING CENTER | ||||||||
| 399 SW MARTIN LUTHER KING JR AVENUE | DEERFIELD BEACH | FL | 33441 | 592432681 | 501(C)(3) | $25,000 | OPERATIONAL SUPPORT | AVENUE |
| WAKE TECH FOUNDATION | ||||||||
| 9101 FAYETTEVILLE ROAD | RALEIGH | NC | 276035696 | 237017752 | 501(C)(3) | $125,000 | OPERATIONAL SUPPORT | |
| PUT ON THE BRAKES INC | ||||||||
| 7148 WEDDINGTON RD NW STE 150 | CONCORD | NC | 28027 | 262176362 | 501(C)(3) | $25,000 | OPERATIONAL SUPPORT | |
| AMH FOUNDATION (ASHE MEMERIAL HOSPITAL DONATION) | ||||||||
| 200 HOSPITAL AVE | JEFFERSON | NC | 28640 | 560603900 | 501(C)(3) | $20,000 | OPERATIONAL SUPPORT | |
| SHARE CHARLOTTE | ||||||||
| 233 SOUTH SHARON AMITY SUITE 203 | CHARLOTTE | NC | 28211 | 812451536 | 501(C)(3) | $10,000 | OPERATIONAL SUPPORT | |
| JIMMIE JOHNSON FOUNDATION | ||||||||
| PO BOX 242607 | CHARLOTTE | NC | 28224 | 202387645 | 501(C)(3) | $25,000 | OPERATIONAL SUPPORT | |
| URBAN YOUTH RACING SCHOOL | ||||||||
| 1080 N DELAWARE AVE | PHILADELPHIA | PA | 19125 | 233018927 | 501(C)(3) | $25,000 | OPERATIONAL SUPPORT | |
| THE GOOD FELLOWS CLUB | ||||||||
| 700 PARKWOOD AVENUE | CHARLOTTE | NC | 282052699 | 566047625 | 501(C)(3) | $10,000 | OPERATIONAL SUPPORT | |
| BIG BROTHERS BIG SISTERS OF CENTRAL CAROLINAS | ||||||||
| 3801 E INDEPENDENCE BLVD | CHARLOTTE | NC | 28205 | 562264009 | 501(C)(3) | $15,000 | OPERATIONAL SUPPORT | |
| PERCEPTION MINISTRIES | ||||||||
| 7001 SAINT ANDREWS RD SUITE 431 | COLUMBIA | SC | 29212 | 570938018 | 501(C)(3) | $10,000 | OPERATIONAL SUPPORT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 39 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| HURRICANE RELIEF | 3 | $68,167 |
| GIFT CARDS | 2 | $4,374 |
| STEVEN BENDER | 1 | $20,000 |
| DISASTER RELIEF PMT | 1 | $20,000 |
| FLOOD VICTIM RELIEF | 1 | $10,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION ACCEPTS REQUESTS FOR GRANTS AND SUPPORT FROM OTHER PUBLIC CHARITIES. THE REQUESTS ARE REVIEWED BY A COMMITTEE. REQUESTS APPROVED BY THE COMMITTEE ARE FUNDED. THE FOUNDATION MAY AWARD A CHARITY A GRANT WITHOUT HAVING RECEIVED A REQUEST FOR FUNDING. THE COMMITTEE MAY SELECT A PUBLIC CHARITY FOR FUNDING BASED ON ITS MISSION STATEMENT AND THE SERVICES PROVIDED. SUPPORT OF CHILDREN'S PROGRAMS AND MEDICAL RESEARCH ARE EXAMPLES OF PUBLIC CHARITIES HAVING RECEIVED FUNDING FROM THE FOUNDATION WITHOUT HAVING SUBMITTED A REQUEST FOR SUPPORT. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | JOSEPH R. HENDRICK, III IS A DIRECTOR AND AN OFFICER OF THE FOUNDATION. LYNN H. CARLSON IS A DIRECTOR OF THE FOUNDATION. JOSEPH R. HENDRICK, III AND LYNN H. CARLSON HAVE A FAMILY RELATIONSHIP. JERRY W. ROBBINS, JR. IS AN OFFICER OF THE FOUNDATION. VERONICA A. ZAYATZ IS AN OFFICER OF THE FOUNDATION. ROBERT C. RICE IS AN OFFICER OF THE FOUNDATION. JOSEPH R. HENDRICK, III, JERRY W. ROBBINS, JR., VERONICA A. ZAYATZ, AND ROBERT C. RICE HAVE A BUSINESS RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FOUNDATION PROVIDES A COPY OF THE 990 TAX RETURN TO ITS BOARD OF DIRECTORS FOR APPROVAL PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE FOUNDATION'S ANNUAL ACTIVITY IS REVIEWED FOR COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY. DIRECTORS, OFFICERS, AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANY TRANSACTION DEEMED TO BE A CONFLICT OF INTEREST AS OUTLINED IN THE POLICY STATEMENT. DIRECTORS, OFFICERS, AND KEY EMPLOYEES ARE PROVIDED A COPY OF THE CONFLICT OF INTEREST POLICY ANNUALLY FOR REVIEW. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION WILL MAKE ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC BY APPOINTMENT. |
| 01. OFFICER, DIRECTORS, ETC. FAMILY RELATIONSHIP (PART VI, LINE 2) | JOSEPH R. HENDRICK, III IS A DIRECTOR AND AN OFFICER OF THE FOUNDATION. LYNN H. CARLSON IS A DIRECTOR OF THE FOUNDATION. JOSEPH R. HENDRICK, III AND LYNN H. CARLSON HAVE A FAMILY RELATIONSHIP. JERRY W. ROBBINS, JR. IS AN OFFICER OF THE FOUNDATION. VERONICA A. ZAYATZ IS AN OFFICER OF THE FOUNDATION. ROBERT C. RICE IS AN OFFICER OF THE FOUNDATION. JOSEPH R. HENDRICK, III, JERRY W. ROBBINS, JR., VERONICA A. ZAYATZ, AND ROBERT C. RICE HAVE A BUSINESS RELATIONSHIP. |
| 02. FORM 990 GOVERNING BODY REVIEW (PART VI, LINE 11) | THE FOUNDATION PROVIDES A COPY OF THE 990 TAX RETURN TO ITS BOARD OF DIRECTORS FOR APPROVAL PRIOR TO FILING. |
| 03. CONFLICT OF INTEREST POLICY COMPLIANCE (PART VI, LINE 12C) | THE FOUNDATION'S ANNUAL ACTIVITY IS REVIEWED FOR COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY. DIRECTORS, OFFICERS, AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANY TRANSACTION DEEMED TO BE A CONFLICT OF INTEREST AS OUTLINED IN THE POLICY STATEMENT. DIRECTORS, OFFICERS, AND KEY EMPLOYEES ARE PROVIDED A COPY OF THE CONFLICT OF INTEREST POLICY ANNUALLY FOR REVIEW. |
| 04. GOVERNING DOCUMENTS, ETC, AVAILABLE TO PUBLIC (PART VI, LINE 19) | THE ORGANIZATION WILL MAKE ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC BY APPOINTMENT. |