2025-11-03T14:37:22-06:00 2024-12-31 560587953 GILLIAM BELL MOSER LLP POST OFFICE BOX 621 BURLINGTON NC 272160621 990 2024-01-01 823275373 ALAMANCE COMMUNITY FOUNDATION ALAM 3367906627 1225 HUFFMAN MILL ROAD SUITE 103 BURLINGTON NC 27215 GAVIN STEVENS EXECUTIVE DIRECTOR 3367906627 2025-11-03 1 1 J BRADLEY MOSER P00024209 3362276283 2025-10-23 2024 2025-03-06 01:10:19Z GAVIN STEVENS 1225 HUFFMAN MILL ROAD SUITE 103 BURLINGTON NC 27215 5169929 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 55 0 0 3203903 3353595 222056 277355 631567 736480 0 0 4057526 4367430 899126 2288471 0 0 166486 211505 0 0 96492 347817 487223 1413429 2987199 2644097 1380231 24330691 27132311 6314063 6845624 18016628 20286687 THE ALAMANCE COMMUNITY FOUNDATION'S MISSION IS TO STRENGTHEN ALAMANCE COUNTY FOR PRESENT AND FUTURE GENERATIONS THROUGH INSPIRED AND COLLABORATIVE GIVING. 0 0 1815473 1492668 DONOR-ADVISED AND SCHOLARSHIP FUNDS: THE COMMUNITY FOUNDATION MANAGES 36 DONOR-ADVISED FUNDS AND 23 SCHOLARSHIP FUNDS WHICH ENABLE RESIDENTS OF ALAMANCE COUNTY TO ACHIEVE THEIR INDIVIDUAL CHARITABLE GOALS. DURING 2024, 266 GRANTS AND SCHOLARSHIPS TOTALING $1,492,668 WERE DISBURSED IN SUPPORT OF FAITH-BASED, HEALTH AND HUMAN SERVICE, EDUCATIONAL, AND OTHER COMMUNITY SERVICE ORGANIZATIONS. 671550 552143 273230 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 2024 WERE PROGRAM/PROJECT-BASED FUNDING IN THE AREAS OF EDUCATION, HEALTH AND HUMAN SERVICE, YOUTH PROGRAMMING AND THE ARTS. 296354 243660 4125 DESIGNATED AND ORGANIZATION ENDOWMENT FUNDS: AREA RESIDENTS HAVE CREATED FUNDS TO SUPPORT SPECIFIC NONPROFIT ORGANIZATIONS. DURING 2024, 14 SPECIAL INTEREST ENDOWMENT FUNDS GRANTED $97,316 TO THEIR BENEFICIARY ORGANIZATIONS. IN ADDITION, THE COMMUNITY FOUNDATION MANAGES THE ENDOWMENT FUNDS OF LOCAL NONPROFIT ORGANIZATIONS (A TOTAL OF 28 FUNDS IN 2024). ACCORDINGLY, THE FOUNDATION RECOGNIZES A LIABILITY TO THE NONPROFIT AND ADJUSTS THIS LIABILITY FOR RELATED CONTRIBUTIONS, EARNINGS, GRANTS AND EXPENSES. IN 2024, $146,344 WAS RETURNED TO THESE ORGANIZATIONS. 2783377 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 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 1225 HUFFMAN MILL ROAD SUITE 103 BURLINGTON NC 27215 ROBERT CHANDLER CHAIR 2.00 X X 0 0 0 MARLENE CARTER VICE CHAIR 1.00 X X 0 0 0 ELIZABETH HOOD TREASURER 2.00 X X 0 0 0 RYAN MOFFITT SECRETARY 1.00 X X 0 0 0 MICHAEL DIAMOND DIRECTOR 0.50 X 0 0 0 SCOTT GUNN DIRECTOR 0.50 X 0 0 0 AMI HILL DIRECTOR 0.50 X 0 0 0 VERNON CLAPP DIRECTOR 0.50 X 0 0 0 WILLY FISHER DIRECTOR 0.50 X 0 0 0 JOYCE MONTAGUE DIRECTOR 0.50 X 0 0 0 CLAIRE HASLAM DIRECTOR 0.50 X 0 0 0 MICHAEL HOLT DIRECTOR 0.50 X 0 0 0 PAUL KOONTS DIRECTOR 0.50 X 0 0 0 KELLY MCKINNEY DIRECTOR 0.50 X 0 0 0 KARI TAYLOR DIRECTOR 0.50 X 0 0 0 GAVIN STEVENS EXECUTIVE DIRECTOR 40.00 X 107180 0 10072 107180 0 10072 1 0 0 0 0 3353595 1293206 3353595 ADMINISTRATIVE FEE REVENUE 561000 273230 273230 SPECIAL EVENTS REVENUE 561000 4125 4125 277355 504799 504799 1034180 802499 231681 231681 231681 4367430 277355 0 736480 2134471 2134471 154000 154000 117251 48124 30482 38645 79697 33741 20622 25334 261 72 71 118 14296 6053 3699 4544 2046 139 1790 117 21099 1436 18455 1208 65276 65276 234141 226727 6626 788 240 240 19455 6485 6485 6485 26941 8980 8980 8981 3094 1031 1031 1032 981 327 327 327 1388 463 463 462 148 49 50 49 6561 2187 2187 2187 PROGRAM EXPENSE 76602 76602 DUES AND SUBSCRIPTIONS 13217 4406 4405 4406 DEVELOPMENT 13152 10003 1619 1530 CREDIT CARD FEES 1621 1621 1261 1184 38 39 2987199 2783377 107330 96492 620910 2397286 871962 749174 0 5000 1708 0 24765 27915 27729 148 0 27581 22811346 23925355 24330691 27132311 50158 85473 66000 33000 6197905 6727151 6314063 6845624 X 12036814 13810098 5979814 6476589 18016628 20286687 24330691 27132311 1380231 889828 0 X 0 1 X 1 0 X 1292285 1721250 1596279 3203903 3353595 11167312 1292285 1721250 1596279 3203903 3353595 11167312 3507991 7659321 205419 454921 567600 631567 504799 2364306 275 275 13531893 1080492 0.56600 0.45930 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 36 2683311 1492668 9596330 1 1 11732553 341836 1112526 313894 147158 12725863 9758809 862272 1604835 367821 125542 11732553 11501218 247872 -1575428 292961 121892 9758809 9471482 844537 1536965 220029 131737 11501218 8337001 435742 1105414 305716 100959 9471482 0.00000 0.81243 0.18757 0 0 27729 148 27581 27581 FUNDS HELD AS ORGANIZATIONAL FUNDS 6727151 6727151 4979351 889828 16000 905828 4073523 292760 1147 293907 4367430 2709292 16000 16000 2693292 292760 1147 293907 2987199 PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSE 1,147. PART XII, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSE 1,147. 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 ALAMANCE ARTS 213 S MAIN STREET GRAHAM NC 27253 560751151 501(C)(3) 52400 0 PROGRAM ASSISTANCE ALAMANCE COMMUNITY COLLEGE FOUNDATION 1247 JIMMIE KERR RD GRAHAM NC 27253 581511004 501(C)(3) 62242 0 PROGRAM ASSISTANCE ALAMANCE COUNTY YOUNG LIFE 1346 S MAIN ST BURLINGTON NC 27215 840385934 501(C)(3) 19000 0 PROGRAM ASSISTANCE ALAMANCE-BURLINGTON SCHOOL SYSTEN 1712 VAUGHN RD BURLINGTON NC 27217 561957903 GOVERNMENT 8887 0 PROGRAM ASSISTANCE BREAK THE CYCLE GLOBAL PO BOX 1814 BURLINGTON NC 27216 562188796 501(C)(3) 11000 0 PROGRAM ASSISTANCE BURR & BURTON ACADEMY PO BOX 498 MANCHESTER VT 05254 030179404 501(C)(3) 11000 0 PROGRAM ASSISTANCE CITY OF BURLINGTON RECREATION AND PARKS 425 S LEXINGTON AVE BURLINGTON NC 27216 GOVERNMENT 21830 0 PROGRAM ASSISTANCE CHILDREN'S MUSEUM OF ALAMANCE COUNTY INC 217 S MAIN ST GRAHAM NC 27253 421740709 501(C)(3) 6833 0 PROGRAM ASSISTANCE ELON UNIVERSITY 50 CAMPUS DRIVE ELON NC 27244 560532303 501(C)(3) 229737 0 PROGRAM ASSISTANCE FEED THE HUNGER 323 W HARDEN ST GRAHAM NC 27253 560953324 501(C)(3) 31500 0 PROGRAM ASSISTANCE FIRST PRESBYTERIAN CHURCH OF BURLINGTON 508 W DAVIS ST BURLINGTON NC 27215 455432913 501(C)(3) 248097 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) 30972 0 PROGRAM ASSISTANCE ST MARK'S CHURCH 1230 ST MARKS CHURCH RD BURLINGTON NC 27215 566054730 501(C)(3) 24200 0 PROGRAM ASSISTANCE THE EPISOCOPAL CHURCH OF THE HOLY COMFORTER 320 E DAVIS ST BURLINGTON NC 27215 566001643 501(C)(3) 24188 0 PROGRAM ASSISTANCE UNITED WAY OF ALAMANCE COUNTY NORTH CAROLINA INC 220 E FRONT ST BURLINGTON NC 27215 560599239 501(C)(3) 8500 0 PROGRAM ASSISTANCE MONTESSORI COMMUNITY SCHOOL 4512 POPE ROAD DURHAM NC 27707 561277164 501(C)(3) 7000 0 PROGRAM ASSISTANCE ALLIANCE BIBLE FELLOWSHIP 1035 NORTH CAROLINA HWY 105 BYPASS BOONE NC 28607 131623940 501(C)(3) 20000 0 PROGRAM ASSISTANCE ALAMANCE COUNTY PUBLIC LIBRARIES 342 S SPRING STREET BURLINGTON NC 27215 GOVERNMENT 5018 0 PROGRAM ASSISTANCE ALAMANCE COUNTY ECONOMIC DEVELOPMENT FOUNDATION PO BOX 450 BURLINGTON NC 27216 202384314 501(C)(3) 6000 0 PROGRAM ASSISTANCE BE LOUD SOPHIE FOUNDATION 406 LONGLEAF DRIVE CHAPEL HILL NC 27517 464891415 501(C)(3) 50000 0 PROGRAM ASSISTANCE BLESSED SACRAMENT CHURCH PO BOX 619 BURLINGTON NC 27216 706065 0 PROGRAM ASSISTANCE BURLINGTON COMMUNITY LAND TRUST PO BOX 5094 BURLINGTON NC 27216 883537098 501(C)(3) 65296 0 PROGRAM ASSISTANCE CALVARY HOME FOR CHILDREN 110 CALVARY HOME CIRCLE ANDERSON SC 29621 571068943 501(C)(3) 10000 0 PROGRAM ASSISTANCE COMMUNITY FOUNDATION OF WESTERN NORTH CAROLINA 4 VANDERBILT PARK DRIVE STE 300 ASHEVILLE NC 28803 561223384 501(C)(3) 11000 0 PROGRAM ASSISTANCE DONORSCHOOSEORG 1225 HUFFMAN MILL ROAD STE 103 BURLINGTON NC 27215 134129457 501(C)(3) 40000 0 PROGRAM ASSISTANCE FRIENDS OF GRAHAM RECREATION AND PARKS PO BOX 817 GRAHAM NC 27253 473177323 501(C)(3) 50000 0 PROGRAM ASSISTANCE HELPING PARTNERS INC 1831 N PARK AVENUE BURLINGTON NC 27217 561883829 501(C)(3) 100000 0 PROGRAM ASSISTANCE HILLCREST ELEMENTARY SCHOOL 1714 W DAVIS STREET BURLINGTON NC 27215 10000 0 PROGRAM ASSISTANCE SAMARITAN'S PURSE INC PO BOX 3000 BOONE NC 28607 581437002 501(C)(3) 11183 0 PROGRAM ASSISTANCE C A R E (THE JOHN 316 CARE CENTER) 407 EAST END AVENUE LITTLETON NC 27850 562108200 501(C)(3) 10000 0 PROGRAM ASSISTANCE THE SALVATION ARMY OF ALAMANCE COUNTY 812 NORTH ANTHONY STREET BURLINGTON NC 27217 580660607 501(C)(3) 10000 0 PROGRAM ASSISTANCE 32 0 SCHOLARSHIPS 45 154000 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 9 1092956 FMV X 1 200250 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.