2023-11-15T10:05:43-06:00 2022-12-31 560587953 GILLIAM BELL MOSER LLP PO BOX 621 BURLINGTON NC 272160621 990 2022-01-01 823275373 ALAMANCE COMMUNITY FOUNDATION ALAM 3367906627 POST OFFICE BOX 726 BURLINGTON NC 27216 GAVIN STEVENS EXECUTIVE DIRECTOR 3367906627 2023-11-14 1 GAVIN STEVENS 999009999 0 J BRADLEY MOSER P00024209 3362276283 2023-11-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z GAVIN STEVENS POST OFFICE BOX 726 BURLINGTON NC 27216 2374042 0 X WWW.ALAMANCECOMMUNITYFOUNDATION.ORG X 2017 NC THE ALAMANCE COMMUNITY FOUNDATION IS A CHARITABLE ORGANIZATION DEDICATED TO STRENGTHENING ALAMANCE COUNTY FOR PRESENT AND FUTURE GENERATIONS THROUGH PHILANTHROPY. WORKING TOWARD A VISION OF AN INCLUSIVE, CARING AND VIBRANT COMMUNITY, THE COMMUNITY FOUNDATION FACILITATES GIVING THAT IMPROVES LIVES IN THE COMMUNITY, MAINTAINS PERMANENT ENDOWMENT FUNDS, AND PARTNERS WITH DONORS TO SHAPE EFFECTIVE RESPONSES TO COMMUNITY ISSUES AND OPPORTUNITIES. 15 15 3 45 0 0 1721250 1596279 207612 200720 454921 567600 0 4965 2383783 2369564 909001 1061770 0 0 127268 137968 0 0 72173 292618 456671 1328887 1656409 1054896 713155 21975984 19209403 6194992 5358753 15780992 13850650 THE ALAMANCE COMMUNITY FOUNDATION'S MISSION IS TO STRENGTHEN ALAMANCE COUNTY FOR PRESENT AND FUTURE GENERATIONS THROUGH INSPIRED AND COLLABORATIVE GIVING. 0 0 1026540 683871 DONOR-ADVISED AND SCHOLARSHIP FUNDS: THE COMMUNITY FOUNDATION MANAGES 30 DONOR-ADVISED FUNDS AND 19 SCHOLARSHIP FUNDS WHICH ENABLE RESIDENTS OF ALAMANCE COUNTY TO ACHIEVE THEIR INDIVIDUAL CHARITABLE GOALS. DURING 2022, 219 GRANTS AND SCHOLARSHIPS TOTALING $678,822.83 WERE DISBURSED IN SUPPORT OF FAITH-BASED, HEALTH AND HUMAN SERVICE, EDUCATIONAL, AND OTHER COMMUNITY SERVICE ORGANIZATIONS. 141042 118055 200804 FIELD OF INTEREST FUNDS: THE COMMUNITY FOUNDATION MANAGES ENDOWED AND UNRESTRICTED GRANT FUNDS WHICH ARE USED TO STRENGTHEN ITS COMMUNITY FOR PRESENT AND FUTURE GENERATIONS. FOCUS AREAS FOR 2022 WERE PROGRAM/PROJECT-BASED FUNDING IN THE AREAS OF EDUCATION, HEALTH AND HUMAN SERVICE, YOUTH PROGRAMMING AND THE ARTS. 310439 259844 DESIGNATED AND ORGANIZATION ENDOWMENT FUNDS: AREA RESIDENTS HAVE CREATED FUNDS TO SUPPORT SPECIFIC NONPROFIT ORGANIZATIONS. DURING 2022, 12 SPECIAL INTEREST ENDOWMENT FUNDS GRANTED $120,755 TO THEIR BENEFICIARY ORGANIZATIONS. IN ADDITION, THE COMMUNITY FOUNDATION MANAGES THE ENDOWMENT FUNDS OF LOCAL NONPROFIT ORGANIZATIONS (A TOTAL OF 27 FUNDS IN 2022). ACCORDINGLY, THE FOUNDATION RECOGNIZES A LIABILITY TO THE NONPROFIT AND ADJUSTS THIS LIABILITY FOR RELATED CONTRIBUTIONS, EARNINGS, GRANTS AND EXPENSES. IN 2022, $165,206 WAS RETURNED TO THESE ORGANIZATIONS. 1478021 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 5 0 3 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X GAVIN STEVENS EXECUTIVE DIRECTOR 3367906627 133 EAST DAVIS STREET BURLINGTON NC 27215 FRANCES LUMMY BARNES CHAIR 2.00 X X 0 0 0 JERRY BAILEY IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 CINDY CHANDLER TREASURER 2.00 X X 0 0 0 FAIRFAX REYNOLDS SECRETARY 1.00 X X 0 0 0 STEVE BUCKLEY DIRECTOR 0.50 X 0 0 0 MARLENE CARTER DIRECTOR 0.50 X 0 0 0 ROBERT CHANDLER DIRECTOR 1.00 X X 0 0 0 VERNON CLAPP DIRECTOR 0.50 X 0 0 0 CLAIRE HASLAM DIRECTOR 0.50 X 0 0 0 AMI HILL DIRECTOR 0.50 X 0 0 0 RYAN MOFFITT DIRECTOR 0.50 X 0 0 0 MICHAEL DIAMOND DIRECTOR 0.50 X 0 0 0 SCOTT GUNN DIRECTOR 0.50 X 0 0 0 DAVID SELLERS DIRECTOR 1.00 X 0 0 0 KATHLEEN TREADWELL DIRECTOR 0.50 X 0 0 0 MEREDITH SMITH DIRECTOR UNTIL 11/27/22 0.00 X 0 0 0 GAVIN STEVENS EXECUTIVE DIRECTOR 40.00 X 97605 0 10362 97605 0 10362 0 0 0 0 0 1596279 458316 1596279 ADMINISTRATIVE FEE REV 561000 200720 200720 200720 567600 567600 9359 4478 4881 4881 MISCELLANEOUS INCOME 900099 84 84 84 2369564 200804 0 572481 811628 811628 250142 250142 107967 27800 35795 44372 20933 5418 6896 8619 9068 2347 2988 3733 693 693 15536 15536 55403 55403 165539 163043 1390 1106 1664 1664 1254 1254 37154 12385 12385 12384 653 653 692 231 231 230 1371 1371 6342 6342 PROGRAM EXPENSE 137900 137900 DEVELOPMENT 21877 11188 10624 65 MISCELLANEOUS EXPENSE 10057 10057 CREDIT CARD FEES 536 536 1656409 1478021 106215 72173 461381 605922 434647 272749 115 115 37381 22766 1288 1288 0 0 21042460 18307851 21975984 19209403 3164 36477 0 100000 6191828 5222276 6194992 5358753 X 9978541 8923986 5802451 4926664 15780992 13850650 21975984 19209403 713155 -2643497 0 X 0 1 X 1 0 X 16105946 1449149 1292285 1721250 1596279 22164909 16105946 1449149 1292285 1721250 1596279 22164909 1150376 21014533 360668 343220 205419 454921 567600 1931828 24096737 746541 0.87210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 32 777972 518823 4916038 1 1 11501218 247872 -1575428 292961 121892 9758809 9471482 844537 1536965 220029 131737 11501218 8337001 435742 1105414 305716 100959 9471482 7321462 82677 1402368 369419 100087 8337001 8453832 -842539 264894 24937 7321462 0.00000 0.93070 0.06930 0 0 1288 1288 0 0 FUNDS HELD AS ORGANIZATIONAL FUNDS 5222276 5222276 -484417 -2643497 7600 -2635897 2151480 218084 218084 2369564 1445925 7600 7600 1438325 218084 218084 1656409 PART V, LINE 4 ENDOWMENT FUNDS HELD BY THE COMMUNITY FOUNDATION EXIST TO SUPPORT THE NONPROFIT ORGANIZATIONS IN WHOSE NAME THEY WERE ESTABLISHED. ANNUAL PAYOUTS ARE MADE AVAILABLE TO THE BENEFICIARY NONPROFITS AT A RATE DETERMINED ANNUALLY BY THE COMMUNITY FOUNDATION'S INVESTMENT COMMITTEE. THESE FUNDS ARE INTENDED TO SUPPORT THE MISSIONS AND WORK OF THE NONPROFITS WHO ESTABLISHED THE ENDOWED FUNDS OR WHO WERE NAMED AS BENEFICIARIES BY THE ESTABLISHING DONORS. 1 ABWE FOUNDATION LLC PO BOX 8585 HARRISBURG PA 171058585 232913381 501(C)(3) 7400 0 PROGRAM ASSISTANCE ALAMANCE COMMUNITY COLLEGE FOUNDATION 1247 JIMMIE KERR RD GRAHAM NC 27253 581511004 501(C)(3) 60826 0 PROGRAM ASSISTANCE ALAMANCE COUNTY YOUNG LIFE 1346 S MAIN ST BURLINGTON NC 27215 840385934 501(C)(3) 24000 0 PROGRAM ASSISTANCE ALAMANCE-BURLINGTON SCHOOL SYSTEN 1712 VAUGHN RD BURLINGTON NC 27217 561957903 GOVERNMENT 8790 0 PROGRAM ASSISTANCE CITY OF BURLINGTON 425 S LEXINGTON AVE BURLINGTON NC 27216 GOVERNMENT 15941 0 PROGRAM ASSISTANCE CHILDREN'S MUSEUM OF ALAMANCE COUNTY INC 217 S MAIN ST GRAHAM NC 27253 421740709 501(C)(3) 6726 0 PROGRAM ASSISTANCE ELON UNIVERSITY 50 CAMPUS DRIVE ELON NC 27244 560532303 501(C)(3) 39271 0 PROGRAM ASSISTANCE FEED THE HUNGER 323 W HARDEN ST GRAHAM NC 27253 560953324 501(C)(3) 12550 0 PROGRAM ASSISTANCE FIRST PRESBYTERIAN CHURCH OF BURLINGTON 508 W DAVIS ST BURLINGTON NC 27215 455432913 501(C)(3) 63978 0 PROGRAM ASSISTANCE FRONT STREET UNITED METHODIST CHURCH 136 S FISHER ST BURLINGTON NC 27215 560615203 501(C)(3) 8500 0 PROGRAM ASSISTANCE MACEDONIA LUTHERAN CHURCH 421 W FRONT ST BURLINGTON NC 27217 560594586 501(C)(3) 11000 0 PROGRAM ASSISTANCE RESIDENTIAL TREATMENT SERVICES OF ALAMANCE INC 136 HALL AVE BURLINGTON NC 27217 560988222 501(C)(3) 28544 0 PROGRAM ASSISTANCE ST MARK'S CHURCH 1230 ST MARKS CHURCH RD BURLINGTON NC 27215 566054730 501(C)(3) 6500 0 PROGRAM ASSISTANCE THE EPISOCOPAL CHURCH OF THE HOLY COMFORTER 320 E DAVIS ST BURLINGTON NC 27215 566001643 501(C)(3) 18911 0 PROGRAM ASSISTANCE WOMEN'S RESOURCE CENTER OF ALAMANCE COUNTY 411 WEST 5TH ST BURLINGTON NC 27215 581917630 501(C)(3) 5200 0 PROGRAM SUPPORT POSITIVE ATTITUDE YOUTH CENTER 229 N GRAHAM HOPEDALE RD BURLINGTON NC 27217 561913994 501(C)(3) 7000 0 PROGRAM SUPPORT ALAMANCE COUNTY MEALS ON WHEELS INC 411 WEST 5TH ST BURLINGTON NC 27215 561061980 501(C)(3) 6000 0 PROGRAM SUPPORT MONTESSORI COMMUNITY SCHOOL 4512 POPE ROAD DURHAM NC 27707 561277164 501(C)(3) 10000 0 PROGRAM SUPPORT NORTH CAROLINA MARINE AND ESTUARY FOUNDATION INC 1101 HAYNES STREET NO 102 RALEIGH NC 27604 830893015 501(C)(3) 20000 0 PROGRAM SUPPORT ALAMANCE CHRISTIAN SCHOOL INC 1336 TOWNBRANCH ROAD 2606 GRAHAM NC 27253 560939590 501(C)(3) 10000 0 PROGRAM ASSISTANCE ALLIANCE BIBLE FELLOWSHIP 1035 NORTH CAROLINA HWY 105 BYPASS BOONE NC 28607 131623940 501(C)(3) 10000 0 PROGRAM ASSISTANCE BETHANY PRESBYTERIAN CHURCH 1500 S MAIN STREET GRAHAM NC 27253 501(C)(3) 25000 0 PROGRAM ASSISTANCE BURLINGTON POLICE DEPARTMENT PO BOX 1358 BURLINGTON NC 27716 501(C)(3) 7712 0 PROGRAM ASSISTANCE CUMMINGS HIGH SCHOOL BAND BOOSTERS 2200 N MEBANE STREET BURLINGTON NC 27215 237326902 501(C)(3) 5100 0 PROGRAM ASSISTANCE EAST CAROLINA UNIVERSITY MAIL STOP 230 GREENVILLE NC 278584353 566000403 501(C)(3) 15000 0 PROGRAM ASSISTANCE ELON UNIVERSITY SCHOLARSHIP PAYMENTS PO BOX 398 ELON NC 27244 560532303 501(C)(3) 10000 0 PROGRAM ASSISTANCE SALVATION ARMY BOYS & GIRLS CLUB 807 STOCKARD STREET BURLINGTON NC 27215 580660607 501(C)(3) 10000 0 PROGRAM ASSISTANCE ST MARGARET'S SCHOOL FOUNDATION 444 S WATER LANE TAPPAHANNOCK VA 22560 510206215 501(C)(3) 10000 0 PROGRAM ASSISTANCE FRIENDS OF GRAHAM RECREATION AND PARKS PO BOX 817 GRAHAM NC 27253 473177323 501(C)(3) 50000 0 PROGRAM ASSISTANCE YOUNG LIFE 120 COLES COVE ROAD WEAVERVILLE NC 28787 840385934 501(C)(3) 120000 0 PROGRAM ASSISTANCE NC STATE UNIVERSITY 2016 HARRIS HALL RALEIGH NC 276957302 566000756 501(C)(3) 5500 0 PROGRAM ASSISTANCE NEW LIFE AT HOCUTT CHURCH 302 N LOGAN STREET BURLINGTON NC 27217 501(C)(3) 6970 0 PROGRAM ASSISTANCE THE COMMUNITY FOUNDATION OF THE FLORIDA KEYS 300 SOUTH SUITE 201 KEY WEST FL 33040 650648968 501(C)(3) 20000 0 PROGRAM ASSISTANCE UNC CHARLOTTE 9201 UNIVERSITY CITY BLVD CHARLOTTE NC 28223 560791228 501(C)(3) 15500 0 PROGRAM ASSISTANCE UNC GREENSBORO PO BOX 26170 GREENSBORO NC 27402 566001468 501(C)(3) 7000 0 PROGRAM ASSISTANCE WALTER M WILLIAMS HIGH SCHOOL ATHLETIC BOOSTER CLUB PO BOX 1794 BURLINGTON NC 27216 561411270 501(C)(3) 15000 0 PROGRAM ASSISTANCE YMCA OF ALAMANCE COUNTY INC 1346 S MAIN STREET BURLINGTON NC 27215 560611575 501(C)(3) 5650 0 PROGRAM ASSISTANCE 58 SCHOLARSHIPS 24 153000 PART I, LINE 2: THE FOUNDATION ISSUES A GRANT AGREEMENT THAT STATES THE STIPULATIONS FOR USE OF FUNDS, WHEN THE REPORT ON USE OF FUNDS IS DUE, AND HOW TO REQUEST ANY REVISIONS IN THE TERMS OF THE GRANT SHOULD THE NEED ARISE. A RECIPIENT COMPLETES AND SIGNS THE GRANT AGREEMENT AND THE DOCUMENT IS RETURNED TO THE FOUNDATION BEFORE FUNDS ARE DISBURSED. WHEN THE CHECK IS SENT, A GRANT REPORT FORM, WHICH REQUESTS INFORMATION ON DETAILED EXPENDITURES, PROGRAMMATIC BENEFITS, AND COMMUNITY IMPACT, IS INCLUDED. REPORT FORMS ARE SENT TO THE FOUNDATION BY THE DUE DATE AND ARE REVIEWED BY STAFF TO ASSESS COMPLIANCE WITH THE TERMS OF GRANTS. AS APPROPRIATE, STAFF CLOSES THE GRANT OR REQUESTS REIMBURSEMENT OF FUNDS (IN THE CASE OF INELIGIBLE USES) AND PROVIDES SUMMARY INFORMATION TO THE GRANTS COMMITTEE. FOR DONOR-ADVISED GRANTS, THE FOUNDATION ISSUES A LETTER TO THE GRANT RECEIPENT ORGANIZATION THAT CONTAINS STIPULATIONS FOR USE OF THE FUNDS. THIS LETTER ACCOMPANIES THE CHECK. X 1 207540 FMV X 1 250776 PROFESSIONAL APPRAISALS 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S AUDIT COMMITTEE WILL REVIEW A DRAFT OF FORM 990 AND WILL REPORT ANY CONCERNS TO THE ORGANIZATION'S BOARD OF DIRECTORS. THE ENTIRE BOARD REVIEWS A REDACTED VERSION OF THE FORM 990 (NOT INCLUDING SCHEDULE B TO PROVIDE DONOR PRIVACY). FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, FOUNDATION STAFF AND BOARD MEMBERS ACKNOWLEDGE, IN WRITING, THEIR ADHERANCE TO THE CONFLICT OF INTEREST POLICY. EACH INDIVIDUAL LISTS SIGNIFICANT CIVIC, FINANCIAL AND BUSINESS RELATIONSHIPS FOR THEMSELVES AND THEIR SPOUSES. THIS LIST IS SUMMARIZED AND USED BY COMMITTEES TO IDENTIFY POTENTIAL CONFLICTS OF INTEREST AS DISCUSSIONS WARRANT. ANY DUALITY OR POSSIBLE CONFLICT OF INTEREST ON THE PART OF ANY MEMBER OF THE BOARD OF DIRECTORS OR THE STAFF SHALL BE DISCLOSED TO THE OTHER MEMBERS OF THE BOARD AND MADE A MATTER OF RECORD AS SOON AS THE ISSUES IN QUESTION ARE RAISED AND A POSSIBLE CONFLICT IS KNOWN. THAT PERSON SHALL NOT VOTE ON SUCH MATTER AND SHALL NOT ATTEMPT TO EXERT PERSONAL INFLUENCE IN CONNECTION THEREWITH. FORM 990, PART VI, SECTION B, LINE 15A THE PROCESS FOR REVIEWING SALARIES IS DONE ANNUALLY BY THE BOARD OF DIRECTORS. THE EXECUTIVE DIRECTOR'S COMPENSATION IS BASED ON THE DATA PROVIDED BY THE COUNCIL ON FOUNDATIONS. THE EXECUTIVE DIRECTOR'S COMPENSATION PACKAGE IS DISCUSSED SEPARATELY IN AN EXECUTIVE SESSION OF THE BOARD ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE FILED IN THE COMMUNITY FOUNDATION'S OFFICES AND ARE AVAILABLE UPON REQUEST.