2024-11-15T10:41:00-05:00 2023-12-31 561302601 KEVIN P CHRESTMAN CPA PA 3805 FORRESTGATE DR WINSTON SALEM NC 271032930 990 2023-01-01 581850531 DAVIE COMMUNITY FOUNDATION INC DAVI 3367536903 107 N SALISBURY MOCKSVILLE NC 27028 JANE SIMPSON PRES AND CEO 3367536903 2024-11-14 true false KEVIN P CHRESTMAN P00045036 3367655123 2024-11-14 2023 2024-10-15 13:58:12Z JANE SIMPSON 5230605 false X WWW.DAVIEFOUNDATION.ORG X 1988 NC TO PROMOTE PHILANTHROPY IN THE COMMUNITY 13 12 7 58 0 1097386 1468850 0 -3655078 3761755 -2708 0 -2560400 5230605 1322073 1225793 0 205546 266861 0 83357 159504 221688 1687123 1714342 -4247523 3516263 21860000 25376363 1150 1250 21858850 25375113 TO PROMOTE PHILANTHROPY IN THE COMMUNITY false false 1369209 1225793 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 1369209 true true false false false true false false false true true false false false true false true false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false false 0 0 7 true false false false false false false false false false false false false false false false false false X 13 12 false false false false false false false true true false false false true true true true true true false false NC X X JANE SIMPSON 3367536903 107 N SALISBURY MOCKSVILLE NC 27028 JANE SIMPSON PRES AND CEO 40.00 X 110765 0 0 GREG MATTHEWS BOARD MEMBER 1.00 X 0 0 0 CANDICE POPLIN SECRETARY 1.00 X 0 0 0 DAVIN BROWN BOARD MEMBER 1.00 X 0 0 0 BRIAN NICOLAY VICE CHAIR 1.00 X 0 0 0 MIKE MORTON BOARD MEMBER 1.00 X 0 0 0 KRISTEN HILL BOARD MEMBER 1.00 X X 0 0 0 JOHNSIE STRAND BOARD MEMBER 1.00 X 0 0 0 JENNIFER HANES CHAIR 1.00 X X 0 0 0 TIFFANY LAKEY BOARD MEMBER 1.00 X 0 0 0 PHILLIP FULLER TREASURER 1.00 X X 0 0 0 KRYSTA GARY BOARD MEMBER 1.00 X 0 0 0 ALICE SINEATH BOARD MEMBER 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1114269 1420 271623 23570229 24245039 942946 -3698335 1201405 268106 20020139 19934581 2348620 3324946 1489699 8540 270108 24245039 16896725 1533724 2883893 1155113 7223 217425 19934581 10881655 4168215 2867211 838285 2514 179757 16896725 1.00000 false false 69892 69892 322954 53856 269098 49920 46601 3319 15009 10058 4951 347260 RETIREMENT PAYABLE 1250 1250 5189079 5189079 41526 41526 5230605 1672816 2 2 1672814 41526 2 41528 1714342 SCHEDULE D, PAGE 4, PART XI, LINE 4B ROUNDING 0 SCHEDULE D, PAGE 4, PART XII, LINE 2D BOOK / TAX DEPRECIATION DIFFERENCE 2 SCHEDULE D, PAGE 4, PART XII, LINE 4B ROUNDING 2 true A STOREHOUSE FOR JESUS PO BOX 216 MOCKSVILLE NC 27028 561875073 3 29248 GENERAL SUPPORT ADVOCACY CENTER OF DAVIE COUNTY 261 S MAIN ST MOCKSVILLE NC 27028 261303844 3 22500 GENERAL SUPPORT APPALACHIAN STATE UNIVERSITY PO BOX 32059 BOONE NC 28608 561176030 3 29000 SCHOLARSHIP ATRIUM HEALTH WFB-DAVIE 313 NC HWY 801 BERMUDA RUN NC 27006 562276994 3 10445 GENERAL SUPPORT BETHLEHEM GOOD NEIGHBOR FUND 321 REDLAND RD ADVANCE NC 27006 352795538 3 5500 GENERAL SUPPORT BETHLEHEM UMC 321 REDLAND ROAD ADVANCE NC 27006 561762915 3 5465 GENERAL SUPPORT BETHLEHEM UMC 321 REDLAND ROAD ADVANCE NC 27006 561762915 3 7500 GENERAL SUPPORT CANCER SERVICES INC 3175 MAPLEWOOD AVE WINSTON SALEM NC 27103 560656375 3 6250 GENERAL SUPPORT CAROLINA HONDURAS HEALTH FDN PO BOX 528 BARNWELL SC 29812 571023037 3 8700 GENERAL SUPPORT CLEMMONS UNITED METHODIST CHURCH 3700 CLEMMONS RD CLEMMONS NC NC 27012 560943736 3 12000 GENERAL SUPPORT COGNITION OF DAVIE COUNTY PO BOX 816 MOCKSVILLE NC 27028 830624246 3 25430 GENERAL SUPPORT COGNITION OF DAVIE COUNTY PO BOX 816 MOCKSVILLE NC 27028 830624246 3 9800 GENERAL SUPPORT CONCORD UMC CEMETERY 161 CHERRY HILL RD MOCKSVILLE NC 27028 561762915 3 10700 GENERAL SUPPORT CONCORD UNITED METHODIST CHURCH 161 CHERRY HILL ROAD MOCKSVILLE NC 27028 561762915 3 6865 GENERAL SUPPORT COOLEEMEE ELEMENTARY SCHOOL PO BOX 128 COOLEEMEE NC 27014 566001019 3 8500 SOAR SUMMER READING COOLEEMEE HISTORICAL ASSOCIATION PO BOX 667 COOLEEMEE NC 27014 561717503 3 10735 GENERAL SUPPORT CROSBY SCHOLARS 2701 UNIVERSITY PARKWAY WINSTON SALEM NC 27105 311523230 3 5250 GENERAL SUPPORT DAVIDSON-DAVIE COMMUNITY COLLEGE PO BOX 1287 LEXINGTON NC 27293 560792247 3 130940 GENERAL SUPPORT DAVIE COUNTY 4H 180 S MAIN MOCKSVILLE NC 27028 566000295 3 5895 GENERAL SUPPORT DAVIE COUNTY ARTS COUNCIL 622 N MAIN STREET MOCKSVILLE NC 27028 580010229 3 9517 ARTS IN EDUCATION DAVIE COUNTY PUBLIC LIBRARY 371 N MAIN STREET MOCKSVILLE NC 27028 566000295 3 30830 GENERAL SUPPORT DAVIE COUNTY SCHOOL - PRESCHOOL 220 MARTIN LUTHER KING JR RD MOCKSVILLE NC 27028 566001019 3 22000 GENERAL SUPPORT DAVIE COUNTY SCHOOLS 220 CHERRY STREET MOCKSVILLE NC 27028 566001019 3 12000 EDUCATIONAL SUPPORT DAVIE COUNTY SENIOR SERVICES 278 MERONEY STREET MOCKSVILLE NC 27028 566000295 3 6285 GENERAL SUPPORT DAVIE COUNTY YOUNG LIFE PO BOX 385 ADVANCE NC 27006 840385934 3 7395 GENERAL SUPPORT DAVIE FAMILY YMCA 215 CEMETERY STREET MOCKSVILLE NC 27028 560530015 3 9541 GENERAL SUPPORT DAVIE FAMILY YMCA 215 CEMETERY STREET MOCKSVILLE NC 27028 560530015 3 7600 GENERAL SUPPORT DULIN UNITED METHODIST CHURCH 897 DULIN ROAD MOCKSVILLE NC 27028 561762915 3 11108 GENERAL SUPPORT EPICOPAL CHURCH OF THE ASCENSION 183 FORK BIXBY RD ADVANCE NC 27006 561195698 3 90950 GENERAL SUPPORT FAMILY PROMISE OF DAVIE COUNTY PO BOX 1536 MOCKSVILLE NC 27028 811096297 3 22260 GENERAL SUPPORT FAMILY PROMISE OF DAVIE COUNTY PO BOX 1536 MOCKSVILLE NC 27028 811096297 3 9000 GENERAL SUPPORT FARMINGTON COMMUNITY ASSOC 1723 FARMINGTON ROAD MOCKSVILLE NC 27028 561161306 3 30000 GENERAL SUPPORT FIRST UNITED METHODIST CHURCH 310 N MAIN MOCKSVILLE NC 27028 561762915 3 12200 GENERAL SUPPORT HABITAT FOR HUMANITY OF DAVIE CO 5385 US HWY158 BERMUDA RUN NC 27006 561865026 3 7000 GENERAL SUPPORT HABITAT FOR HUMANITY OF DAVIE CO 5385 US HWY158 BERMUDA RUN NC 27006 561865026 3 6500 GENERAL SUPPORT HILLSDALE UNITED METHODIST CHURCH 5018 US HWY 158 ADVANCE NC 27006 562080837 3 9500 GENERAL SUPPORT HOUSE OF HOPE 662 FOSTER DAIRY RD MOCKSVILLE NC 27028 462175209 3 5500 MAKE A WISH CENTRAL & WESTERN NC 6324 FAIRVIEW RD STE 500 CHARLOTTE NC 28210 561492432 3 10000 GENERAL SUPPORT NATIONAL MS SOCIETY 3211 W MEADOWVIEW RD GREENSBORO NC 27407 135661935 3 6900 NC STATE UNIVERSITY PO BOX 7302 RALEIGH NC 27695 566000756 3 18410 SCHOLARSHIPS RIVER OAKS COMMUNITY CHURCH 1855 LEWISVILLE CLEMMONS RD CLEMMONS NC 27012 562120114 3 7000 GENERAL SUPPORT RIVER OAKS COMMUNITY CHURCH 1855 LEWISVILLE CLEMMONS RD CLEMMONS NC 27012 562120114 3 29655 GENERAL SUPPORT ROWAN CABARRUS COMMUNITY COLLEGE PO BOX 1595 SALISBURY NC 28145 560792333 3 6155 GENERAL SUPPORT SERVING OUR NEIGHBORS 249 GILBERT RD MOCKSVILLE NC 27028 922893977 3 11153 GENERAL SUPPORT SMART START OF DAVIE COUNTY 965 YADKINVILLE RD MOCKSVILLE NC 27028 311600557 3 19915 GENERAL SUPPORT SMART START OF DAVIE COUNTY 965 YADKINVILLE RD MOCKSVILLE NC 27028 311600557 3 19500 IMAGINATION LIBRARY SMITH GROVE CEMETARY 3472 US HWY 158 MOCKSVILLE NC 27028 561762915 3 6065 GENERAL SUPPORT ST TIMOTHY'S EPISCOPAL CHURCH 2575 PARKWAY DRIVE WINSTON SALEM NC 27103 566047937 3 14000 GENERAL SUPPORT THE DRAGONFLY HOUSE 161 E LEXINGTON ROAD MOCKSVILLE NC 27028 566000295 3 10345 GENERAL SUPPORT TOWN OF BERMUDA RUN 120 KINDERTON BLVD BERMUDA RUN NC 27006 562150053 GOV 21600 GENERAL SUPPORT UNC CHARLOTTE 9201 UNIVERSITY CITY BLVD CHARLOTTE NC 28223 566059417 3 27965 SCHOLARSHIPS UNC WILMINGTON 601 SOUTH COLLEGE RD WILMINGTON NC 28403 561258660 3 11150 UNC-CHAPEL HILL PO BOX 1080 CHAPEL HILL NC 27514 566001393 3 146095 SCHOLARSHIPS UNION CHAPEL UMC CEMETERY FUND 677 CANA RD MOCKSVILLE NC 27028 561762915 3 5340 GENERAL SUPPORT WAKE FOREST UNIVERSITY PO BOX 7246 WINSTON SALEM NC 27109 560532138 3 7805 GENERAL SUPPORT YADKIN VALLEY FCA 132 RHYNE CT CLEMMONS NC 27012 440610626 3 6500 GENERAL SUPPORT 167 SCHEDULE I, PAGE 1, PART I, LINE 2 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.. 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 FORM 990, PART XI, LINE 9 ROUNDING 0 ROUNDING 2 BOOK / TAX DEPRECIATION DIFFERENCE -2