DAVIE COMMUNITY FOUNDATION INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- DAVIE COMMUNITY FOUNDATION INC (EIN 58-1850531)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-07
- IRS object ID
- 201813119349302616
- Schema version
- 2017v2.3
- 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 | 2018-11-07T16:37:54-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561302601 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEVIN P CHRESTMAN CPA PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3805 FORRESTGATE DR | AddressLine1Txt |
| City | WINSTON SALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 271032930 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581850531 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVIE COMMUNITY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 3367536903 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 107 N SALISBURY | AddressLine1Txt |
| City | MOCKSVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27028 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANE SIMPSON | PersonNm |
| Person Title | PRES AND CEO | PersonTitleTxt |
| Phone | 3367536903 | PhoneNum |
| Signature | 2018-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN P CHRESTMAN | PreparerPersonNm |
| PTIN | P00045036 | PTIN |
| Phone | 3367655123 | PhoneNum |
| Preparation | 2018-11-06 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.16.49 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-07 | IPDt |
| IP Tm | 15:37:54 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | CB000F37CE8FAE44B7EB97F79A89D7004651EC5F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 11D08EB2F5BE2EC3AE7D51D9233745753A7734C1 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JANE SIMPSON | PrincipalOfficerNm |
| Gross Receipts | $3,657,036 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.DAVIEFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1988 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | TO PROMOTE PHILANTHROPY IN THE COMMUNITY | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Volunteers | 92 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,562,740 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,099,797 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $770,929 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,401,829 | CYInvestmentIncomeAmt |
| PY Other Revenue | $9,375 | PYOtherRevenueAmt |
| CY Other Revenue | $10,613 | CYOtherRevenueAmt |
| PY Total Revenue | $2,343,044 | PYTotalRevenueAmt |
| CY Total Revenue | $2,512,239 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $632,808 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $653,889 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $132,511 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $149,000 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $65,170 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $153,472 | PYOtherExpensesAmt |
| CY Other Expenses | $132,215 | CYOtherExpensesAmt |
| PY Total Expenses | $918,791 | PYTotalExpensesAmt |
| CY Total Expenses | $935,104 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,424,253 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,577,135 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $10,460,664 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,029,693 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $58,763 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $50,657 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $10,401,901 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $11,979,036 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROMOTE PHILANTHROPY IN THE COMMUNITY | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $730,842 | ExpenseAmt |
| Grant | $653,889 | GrantAmt |
| Desc | THE DAVIE COMMUNITY FOUNDATION PROMOTES A SPIRIT OF GIVING WITHIN THE COMMUNITY AND WORKS TO BUILD AN ENDOWMENT WHOSE GRANTS MAKE LIFE BETTER FOR ALL DAVIE COUNTY CITIZENS | Desc |
| Total Program Service Expenses | $730,842 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | false | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 4 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANE SIMPSON | PersonNm |
| Phone | 3367536903 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 107 N SALISBURY | AddressLine1Txt |
| City | MOCKSVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27028 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| JANE SIMPSON | ||||||
| PRES AND CEO | 40.00 | Yes (X) | $83,697 | $0 | $0 | |
| CAROL QUINN | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| ZACHARY WRIGHT | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| JOEL EDWARDS | ||||||
| CHAIR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| JOAN WOODARD | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| AMANDA CRANFILL | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| DAN WOMBLE | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| GRAY ANGELL | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| PHILLIP FULLER | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JANE BROOKSHIRE | ||||||
| SECRETARY | 1.00 | $0 | $0 | $0 | Yes (X) | |
| CHRISTOPHER OWENS | ||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MARLENE SHAMEL | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $83,697 | TotalReportableCompFromOrgAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Fundraising | $43,000 | FundraisingAmt |
| All Other Contributions | $1,056,797 | AllOtherContributionsAmt |
| Noncash Contributions | $96,937 | NoncashContributionsAmt |
| Total Contributions | $1,099,797 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,400,578 | TotalRevenueColumnAmt |
| Exclusion | $1,400,578 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,017,751 | SecuritiesAmt |
| Other | $72,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $973,075 | SecuritiesAmt |
| Other | $115,425 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $44,676 | SecuritiesAmt |
| Other | -$43,425 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,251 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,251 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $66,910 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $43,000 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $56,297 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,613 | TotalRevenueColumnAmt |
| Exclusion | $10,613 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,512,239 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,251 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,411,191 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $653,889 | TotalAmt |
| Program Services | $653,889 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,697 | TotalAmt |
| Program Services | $16,739 | ProgramServicesAmt |
| Management And General | $25,109 | ManagementAndGeneralAmt |
| Fundraising | $41,849 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,381 | TotalAmt |
| Program Services | $25,190 | ProgramServicesAmt |
| Management And General | $25,191 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,874 | TotalAmt |
| Program Services | $1,230 | ProgramServicesAmt |
| Management And General | $1,443 | ManagementAndGeneralAmt |
| Fundraising | $1,201 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,048 | TotalAmt |
| Program Services | $3,509 | ProgramServicesAmt |
| Management And General | $4,115 | ManagementAndGeneralAmt |
| Fundraising | $3,424 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,042 | TotalAmt |
| Management And General | $10,042 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,371 | TotalAmt |
| Management And General | $21,371 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,966 | TotalAmt |
| Program Services | $1,586 | ProgramServicesAmt |
| Management And General | $397 | ManagementAndGeneralAmt |
| Fundraising | $1,983 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,176 | TotalAmt |
| Management And General | $1,588 | ManagementAndGeneralAmt |
| Fundraising | $1,588 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,965 | TotalAmt |
| Management And General | $1,965 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,400 | TotalAmt |
| Management And General | $9,400 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| HEALTHY DAVIE EXPENSE | $17,082 | $17,082 | ||
| MARKETING | $11,685 | $2,921 | $8,764 | |
| TECHNOLOGY | $11,566 | $8,674 | $2,892 | |
| INSURANCE | $6,531 | $6,531 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,431 | TotalAmt |
| Program Services | $11,617 | ProgramServicesAmt |
| Management And General | $20,345 | ManagementAndGeneralAmt |
| Fundraising | $3,469 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $935,104 | TotalAmt |
| Program Services | $730,842 | ProgramServicesAmt |
| Management And General | $139,092 | ManagementAndGeneralAmt |
| Fundraising | $65,170 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,391 | BOYAmt |
| EOY | $59,283 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $509,538 | BOYAmt |
| EOY | $622,575 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $338,820 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $56,038 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $397,183 | BOYAmt |
| EOY | $282,782 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,441,489 | BOYAmt |
| EOY | $11,061,691 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,063 | BOYAmt |
| EOY | $3,362 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,460,664 | BOYAmt |
| EOY | $12,029,693 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,763 | BOYAmt |
| EOY | $50,657 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,763 | BOYAmt |
| EOY | $50,657 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,401,901 | BOYAmt |
| EOY | $11,979,036 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,401,901 | BOYAmt |
| EOY | $11,979,036 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,460,664 | BOYAmt |
| EOY | $12,029,693 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,577,135 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 Minus4 Years | $883,913 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,256,757 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $812,881 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,562,740 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,099,797 | CurrentTaxYearAmt |
| Total | $5,616,088 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $883,913 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,256,757 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $812,881 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,562,740 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,099,797 | CurrentTaxYearAmt |
| Total | $5,616,088 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $35,308 | SubstantialContributorsTotAmt |
| Public Support Total170 | $5,580,780 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,121,255 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $307,162 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | -$307,505 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,218 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,400,578 | CurrentTaxYearAmt |
| Total | $2,536,708 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,901 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,607 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,299 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,375 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,613 | CurrentTaxYearAmt |
| Total | $81,795 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $8,234,591 | TotalSupportAmt |
| Public Support CY170 | 0.67770 | PublicSupportCY170Pct |
| Public Support PY170 | 0.71120 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 60 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $189,468 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $316,657 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $3,054,905 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,629,463 | BeginningYearBalanceAmt |
| Contributions | $939,518 | ContributionsAmt |
| Investment Earnings Or Losses | $1,423,403 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $572,303 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $143,174 | AdministrativeExpensesAmt |
| End Year Balance | $11,276,907 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,630,914 | BeginningYearBalanceAmt |
| Contributions | $1,021,253 | ContributionsAmt |
| Investment Earnings Or Losses | $722,401 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $636,325 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $108,780 | AdministrativeExpensesAmt |
| End Year Balance | $9,629,463 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,726,296 | BeginningYearBalanceAmt |
| Contributions | $603,456 | ContributionsAmt |
| Investment Earnings Or Losses | -$188,720 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $406,159 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $103,959 | AdministrativeExpensesAmt |
| End Year Balance | $8,630,914 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,824,956 | BeginningYearBalanceAmt |
| Contributions | $1,030,918 | ContributionsAmt |
| Investment Earnings Or Losses | $331,093 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $366,874 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $93,797 | AdministrativeExpensesAmt |
| End Year Balance | $8,726,296 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,862,816 | BeginningYearBalanceAmt |
| Contributions | $1,234,588 | ContributionsAmt |
| Investment Earnings Or Losses | $1,120,436 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $319,662 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $73,222 | AdministrativeExpensesAmt |
| End Year Balance | $7,824,956 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $69,891 | OtherCostOrOtherBasisAmt |
| Book Value | $69,891 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $205,849 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,054 | DepreciationAmt |
| Book Value | $194,795 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $48,071 | OtherCostOrOtherBasisAmt |
| Depreciation | $41,098 | DepreciationAmt |
| Book Value | $6,973 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,009 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,886 | DepreciationAmt |
| Book Value | $11,123 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $282,782 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| MORTGAGE PAYABLE | $50,122 |
| RETIREMENT PAYABLE | $535 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $50,657 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $2,543,459 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $52,591 | OtherRevenueAmt |
| Revenue Not Reported | $52,591 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,490,868 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $21,371 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $21,371 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,512,239 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $943,235 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $29,502 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $29,502 | ExpensesNotReportedAmt |
| Expenses Subtotal | $913,733 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $21,371 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $21,371 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $935,104 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | CRUT INCOME REPORTED ON SEPARARATE RETURN (FORM 5227) 52,591 |
| SCHEDULE D, PAGE 4, PART XI, LINE 4B | ROUNDING 0 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | CRUT EXPENSES REPORTED ON SEPARARATE RETURN (FORM 5227) 29,502 |
| SCHEDULE D, PAGE 4, PART XII, LINE 4B | ROUNDING 0 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Licensed States | NC | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SPECIAL EVENTS | Event1Nm |
| Gross Receipts Event1 | $109,910 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $43,000 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $66,910 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $56,297 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $109,910 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $43,000 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $66,910 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $56,297 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $56,297 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $10,613 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (38 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| APPALACHIAN STATE UNIVERSITY | |||||||
| PO BOX 32059 | BOONE | NC | 28608 | 561176030 | 3 | $9,800 | SCHOLARSHIP |
| BBBS OF DAVIE COUNTY | |||||||
| PO BOX 522 | MOCKSVILLE | NC | 27028 | 561161118 | 3 | $10,500 | BIG BUDDY PROGRAM |
| CLEMMONS MORAVIAN CHURCH | |||||||
| PO BOX 730 | CLEMMONS | NC | 27012 | 561722489 | 3 | $7,400 | GENERAL SUPPORT |
| CONCORD UNITED METHODIST CHURCH | |||||||
| 161 CHERRY HILL ROAD | MOCKSVILLE | NC | 27028 | 561762915 | $12,019 | ||
| COOLEEMEE ELEMENTARY SCHOOL | |||||||
| PO BOX 128 | COOLEEMEE | NC | 27014 | 566001019 | 3 | $14,000 | SOAR SUMMER READING |
| COOLEEMEE ELEMENTARY SCHOOL | |||||||
| PO BOX 128 | COOLEEMEE | NC | 27014 | 566001019 | 3 | $5,361 | SOAR SUMMER READING |
| COOLEEMEE HISTORICAL ASSOCIATION | |||||||
| PO BOX 667 | COOLEEMEE | NC | 27014 | 561717503 | 3 | $9,500 | GENERAL SUPPORT |
| CORNATZER ELEMENTARY SCHOOL | |||||||
| 552 CORNATZER RD | MOCKSVILLE | NC | 27028 | 566001019 | 3 | $14,325 | GENERAL SUPPORT |
| DAVIDSON COLLEGE | |||||||
| PO BOX 7170 | DAVIDSON | NC | 28035 | 560529961 | 3 | $6,575 | |
| DAVIE COUNTY ARTS COUNCIL | |||||||
| 622 N MAIN STREET | MOCKSVILLE | NC | 27028 | 580010229 | 3 | $5,219 | GENERAL SUPPORT |
| DAVIE COUNTY PUBLIC LIBRARY | |||||||
| 371 N MAIN STREET | MOCKSVILLE | NC | 27028 | 566000295 | 3 | $24,880 | GENERAL SUPPORT |
| DAVIE COUNTY SCHOOLS | |||||||
| 220 CHERRY STREET | MOCKSVILLE | NC | 27028 | 566001019 | 3 | $40,167 | EDUCATIONAL SUPPORT |
| DAVIE COUNTY SENIOR SERVICES | |||||||
| 278 MERONEY STREET | MOCKSVILLE | NC | 27028 | 566000295 | 3 | $15,202 | GENERAL SUPPORT |
| DAVIE COUNTY YOUNG LIFE | |||||||
| PO BOX 385 | ADVANCE | NC | 27006 | 840385934 | 3 | $5,550 | GENERAL SUPPORT |
| DAVIE FAMILY YMCA | |||||||
| 215 CEMETERY STREET | MOCKSVILLE | NC | 27028 | 560530015 | 3 | $28,147 | GENERAL SUPPORT |
| FAMILY PROMISE OF DAVIE COUNTY | |||||||
| PO BOX 1536 | MOCKSVILLE | NC | 27028 | 811096297 | 3 | $11,928 | |
| FIRST UNITED METHODIST CHURCH | |||||||
| 310 N MAIN | MOCKSVILLE | NC | 27028 | 561762915 | 3 | $10,000 | |
| FORSYTH TECH COMMUNITY COLLEGE | |||||||
| 2100 SILAS CREEK | WINSTON SALEM | NC | 27103 | 560792614 | 3 | $5,175 | |
| HILLSDALE UNITED METHODIST CHURCH | |||||||
| 5018 US HWY 158 | ADVANCE | NC | 27006 | 562080837 | 3 | $17,120 | GENERAL SUPPORT |
| HOPE HOMES | |||||||
| 321 REDLAND ROAD | ADVANCE | NC | 27006 | 208448479 | 3 | $5,800 | GENERAL SUPPORT |
| HOUSE OF HOPE | |||||||
| 662 FOSTER DAIRY RD | MOCKSVILLE | NC | 27028 | 462175209 | 3 | $5,324 | |
| IFB SOLUTIONS | |||||||
| 7730 NORTH POINT BLVD | WINSTON SALEM | NC | 27106 | 263376328 | 3 | $11,938 | |
| JUST HOPE INC | |||||||
| PO BOX 1114 | COOLEEMEE | NC | 27014 | 462175209 | 3 | $5,200 | GENERAL SUPPORT |
| JUST HOPE INC | |||||||
| PO BOX 1114 | COOLEEMEE | NC | 27014 | 462175209 | 3 | $5,500 | GENERAL SUPPORT |
| MOCKSVILLE ELEMENTARY SCHOOL | |||||||
| 295 CEMETARY STREET | MOCKSVILLE | NC | 27028 | 566001019 | 3 | $9,500 | SUMMER READING CAMP |
| NC STATE UNIVERSITY | |||||||
| PO BOX 7302 | RALEIGH | NC | 27695 | 566000756 | 3 | $22,825 | SCHOLARSHIPS |
| PINEBROOK ELEMENTARY SCHOOL | |||||||
| 447 PINEBROOK SCHOOL ROAD | MOCKSVILLE | NC | 27028 | 566000101 | 3 | $23,500 | SUMMER READING CAMP |
| SHADY GROVE ELEMENTARY SCHOOL | |||||||
| 3719 CORNATZER ROAD | ADVANCE | NC | 27006 | 566000101 | 3 | $10,320 | SUMMER READING CAMP |
| SMART START OF DAVIE COUNTY | |||||||
| 965 YADKINVILLE RD | MOCKSVILLE | NC | 27028 | 311600557 | 3 | $6,300 | GENERAL SUPPORT |
| SMITH GROVE UMC CEMETARY | |||||||
| 3472 US HWY 158 | MOCKSVILLE | NC | 27028 | 561762915 | 3 | $5,066 | GENERAL SUPPORT |
| THE CARES PROJECT | |||||||
| PO BOX 851 | MOCKSVILLE | NC | 27028 | 812944362 | 3 | $10,000 | |
| THE DRAGONFLY HOUSE | |||||||
| 161 E LEXINGTON ROAD | MOCKSVILLE | NC | 27028 | 566000295 | 3 | $7,300 | GENERAL SUPPORT |
| TWIN CITY YOUTH SOCCER | |||||||
| 428 TWINS WAY | BERMUDA RUN | NC | 27006 | 561319435 | 3 | $10,000 | |
| UNC-CHAPEL HILL | |||||||
| PO BOX 1080 | CHAPEL HILL | NC | 27514 | 566001393 | 3 | $97,217 | SCHOLARSHIPS |
| WAKE FOREST BAPTIST MEDICAL CENTER | |||||||
| MEDICAL CENTER BLVD | WINSTON SALEM | NC | 27157 | 510190238 | 3 | $12,500 | GENERAL SUPPORT |
| WAKE FOREST SCHOOL O FMEDICINE | |||||||
| MEDICAL CENTER BLVD | WINSTON SALEM | NC | 27157 | 510190238 | 3 | $6,000 | SCHOLARSHIPS |
| WESTERN CAROLINA UNIVERSITY | |||||||
| 181 KILLIAM ANNEX BLDG | CULLOWHEE | NC | 28723 | 156600144 | 3 | $6,875 | SCHOLARSHIPS |
| WILLIAM R DAVIE ELEMENTARY | |||||||
| 3437 US HWY 601 NORTH | MOCKSVILLE | NC | 27028 | 566001019 | 3 | $12,015 | SUMMER FUN LEARNING |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 128 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE DAVIE COMMUNITY FOUNDATION HAS A POLICY OF INVESTIGATING REQUESTS ACCEPTED FOR ITS COMPETITIVE GRANT CYCLE. MEMBERS OF THE BOARD ALONG WITH STAFF PROVIDE THE DUE DILIGENCE THROUGH SITE VISITS AND FURTHER INVESTIGATION TO GAIN UNDERSTANDING OF THE PURPOSES AND GOALS OF THE REQUEST. STAFF MAKES A FOLLOW-UP SITE VISIT ONCE GRANT FUNDS HAVE BEEN DISTRIBUTED TO ENSURE MONIES ARE USED AS EXPECTED. A GRANT REPORT MUST BE SUBMITTED BY THE NON-PROFIT BY DECEMBER 31ST OF EACH YEAR DETAILING THE USES OF GRANT FUNDS. STAFF ALSO VISITS ORGANIZATIONS WHO ARE RECIPIENTS OF DESIGNATED FUNDS ANNUALLY. DONOR ADVISED FUNDS GRANTS ARE INVESTIGATED BY STAFF AT THE TIME OF THE RECOMMENDATION. STAFF IS RESPONSIBLE FOR PERFORMING DUE DILIGENCE TO ENSURE GRANT IS TO A CHARITABLE ORGANIZATION FOR A CHARITABLE PURPOSE WITHOUT BENEFIT TO THE RECOMMENDING DONOR.. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $46,690 | NoncashContributionsRptF990Amt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $50,247 | NoncashContributionsRptF990Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 1, PART I, LINE 6 | SERVICE ON OUR BOARD OF DIRECTORS GUIDING THE POLICIES AND WORK OF THE FOUNDATION. SERVICE ON THE GRANT AND INVESTMENT/FINANCE COMMITTEES GUIDING THE GRANTMAKING OF THE FOUNDATION AND REVIEWING THE INVESTMENTS OF THE ORGANIZATION. PLANNING AND ORGANIZING SOUNDS OF SUMMER, THE FOUNDATIONS SIGNATURE EVENT TO RAISE AWARENESS AND OPERATING FUNDS. PLANNING AND ORGANIZING A SCHOLARSHIP DINNER TO RECOGNIZE SCHOLARSHIP RECIPIENTS AND TOUCHDOWNS FOR EDUCATION TO RAISE SCHOLARSHIP DOLLARS FROM LOCAL BUSINESS SPONSORS. ASSISTING IN THE OFFICE WITH NEWSLETTER AND ANNUAL REPORT MAILINGS, AND A VARIETY OF ADMINISTRATIVE ACTIVITIES. |
| FORM 990, PAGE 6, PART VI, LINE 11B | 990 REVIEWED BY PRESIDENT / CEO PRIOR TO FILING. COPY AVAILABLE TO BOARD AFTER FILING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | AT MEETINGS WHERE CONFLICTS COULD OCCUR, DIRECTORS ARE REMINDED OF THE CONFLICT OF INTEREST POLICY BY THE CHAIRPERSON. DIRECTORS ARE ASKED TO DISCLOSE ANY CONFLICTS BEFORE THE MEETING PROCEEDS. |
| FORM 990, PAGE 6, PART VI, LINE 15A | BOARD APPROVES AND REVIEWS SALARY FOR PRESIDENT / CEO |
| FORM 990, PAGE 6, PART VI, LINE 19 | NO DOCUMENTS AVAILABLE TO THE PUBLIC |