TY 2013 Form 990

- TIN:

Form990

Department of the Treasury
Internal Revenue Service

Return of Organization Exempt From Income Tax

Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)

Do not enter Social Security numbers on this form as it may be made public. By law, the IRS

generally cannot redact the information on the form.

Information about Form 990 and its instructions is at www.IRS.gov/form990.

OMB No. 1545-0047

2013

Open to Public Inspection

A For the 2013 calendar year, or tax year beginning 10-01-2013 , 2013, and ending 09-30-2014

BCheck if applicable: Address change Name change Initial return Terminated Amended return Application pending

CName of organization
CHEROKEE PRESERVATION FOUNDATION INC

Doing Business As

Number and street (or P.O. box if mail is not delivered to street address)
PO BOX 504

Room/suite

City or town, state or province, country, and ZIP or foreign postal code
CHEROKEE, NC28719

D Employer identification number

56-2272253

E Telephone number

G Gross receipts $ 8,063,934

F Name and address of principal officer:
ANNETTE CLAPSADDLE
PO BOX 504
CHEROKEE,NC28719

Tax-exempt status: 501(c)(3) 501(c) ( ) LeftBullet

(insert no.) 4947(a)(1) or 527

Website:

WWW.CHEROKEEPRESERVATIONFDN.ORG

H(a)

Is this a group return for
subordinates? Yes No

H(b)

Are all subordinates
included?

Yes No

If "No," attach a list. (see instructions)

H(c)

Group exemption number MediumBullet

K Form of organization: Corporation Trust Association Other MediumBullet

L Year of formation: 2001

M State of legal domicile: NC

Part I

Summary

1	Briefly describe the organization’s mission or most significant activities: TO PROTECT, PRESERVE, AND ENHANCE THE OVERALL WELL-BEING OF THE CHEROKEE PEOPLE.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	12
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	12
5	Total number of individuals employed in calendar year 2013 (Part V, line 2a) ......	5	12
6	Total number of volunteers (estimate if necessary) .............	6	0
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, line 34 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	7,502,514	7,500,925
9	Program service revenue (Part VIII, line 2g) .........	0	0
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	557,518	563,009
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	0	0
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)...................	8,060,032	8,063,934
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	5,586,229	4,018,633
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	943,245	882,114
16a	Professional fundraising fees (Part IX, column (A), line 11e).....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	396,347	507,258
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	6,925,821	5,408,005
19	Revenue less expenses. Subtract line 18 from line 12.......	1,134,211	2,655,929
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	23,073,296	26,323,969
21	Total liabilities (Part X, line 26).............	4,409,414	3,649,085
22	Net assets or fund balances. Subtract line 21 from line 20.....	18,663,882	22,674,884

Part II

Signature Block

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.

Sign Here

	Signature of officer	Date

	Type or print name and title

Paid Preparer Use Only

Print/Type preparer's name

Preparer's signature

Date

Check if
self-employed

PTIN

Firm's name MediumBullet

Firm's EIN MediumBullet

Firm's address MediumBullet

Phone no.

May the IRS discuss this return with the preparer shown above? (see instructions) ............YesNo

For Paperwork Reduction Act Notice, see the separate instructions.

Cat. No. 11282Y

Form 990 (2013)

Page 2

Part III

Statement of Program Service Accomplishments

Check if Schedule O contains a response or note to any line in this Part III ..............

Briefly describe the organization’s mission: TO INCREASE THE QUALITY OF LIFE OF THE EASTERN BAND OF CHEROKEE INDIANS AND STRENGTHEN THE WESTERN NORTH CAROLINA REGION.

Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ...................... Yes No

If "Yes," describe these new services on Schedule O.

Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................ Yes No

If "Yes," describe these changes on Schedule O.

Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.


4a	(Code: ) (Expenses $ 5,169,065 including grants of $ 4,018,633 ) (Revenue $ 0 )
	THE CHEROKEE PRESERVATION FOUNDATION IS A 501(C)(3) PUBLICLY SUPPORTED ORGANIZATION THAT ACCOMPLISHES ITS EXEMPT PURPOSE AND MISSION AS A GRANTMAKER, CONVENER, PARTNERSHIP BROKER AND COMMUNITY BUILDER. PLEASE SEE OUR EXTENDED STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS IN SCHEDULE O.

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses5,169,065

Form 990 (2013)

Page 3

Part IV

Checklist of Required Schedules

Yes

Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule A Click to see attachment

........................

Yes

Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment

...

Yes

Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I..........

Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II........

Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C,
Part III............................

Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part I Click to see attachment

........................

Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II Click to see attachment

...

Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Click to see attachment

....................

Yes

Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IV Click to see attachment

..............

Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part V Click to see attachment

......

Yes

If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.

Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI. Click to see attachment

...................

11a

Yes

Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VII Click to see attachment

.......

11b

Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII Click to see attachment

.......

11c

Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IX Click to see attachment

............

11d

Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part X Click to see attachment

11e

Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part X Click to see attachment

.........................

11f

Yes

12a

Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment

.................

12a

Yes

Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment

12b

Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E....

14a

Did the organization maintain an office, employees, or agents outside of the United States?.....

14a

Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........

14b

Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV

Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...

Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions)....

Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............

Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................

20a

Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....

20a

If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?

20b

Form 990 (2013)

Page 4

Part IV

Checklist of Required Schedules (continued)

Did the organization report more than $5,000 of grants or other assistance to any domestic organization or government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II... Click to see attachment

Yes

Did the organization report more than $5,000 of grants or other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment

Yes

Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment

Yes

24a

Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a................

24a

Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...

24b

Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................

24c

Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...

24d

25a

Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I........ Click to see attachment

25a

Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I................... Click to see attachment

25b

Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If so, complete Schedule L, Part II.................... Click to see attachment

Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III......... Click to see attachment

Yes

Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):

A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV .......................... Click to see attachment

28a

A family member of a current or former officer, director, trustee, or key employee? If "Yes,"
complete Schedule L, Part IV..................... Click to see attachment

28b

An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV... Click to see attachment

28c

Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..

Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M.............

Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N,
Part I...........................

Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II......................

Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........

Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1........................

35a

Did the organization have a controlled entity within the meaning of section 512(b)(13)?

35a

If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2...

35b

Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............

Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI

Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............

Yes

Form 990 (2013)

Page 5

Part V

Statements Regarding Other IRS Filings and Tax Compliance

Check if Schedule O contains a response or note to any line in this Part V ..............

Yes

Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..

Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .

Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................

Yes

Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................

If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)

Yes

Did the organization have unrelated business gross income of $1,000 or more during the year?...

If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...

At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?..........................

If "Yes," enter the name of the foreign country: MediumBullet

See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.

Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..

Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?

If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............

Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?...

If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................

Organizations that may receive deductible contributions under section 170(c).

Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................

If "Yes," did the organization notify the donor of the value of the goods or services provided?.....

Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................

If "Yes," indicate the number of Forms 8282 filed during the year ....

Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................

Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..

If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................

If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................

Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?............

Sponsoring organizations maintaining donor advised funds.

Did the organization make any taxable distributions under section 4966?..........

Did the organization make a distribution to a donor, donor advisor, or related person?.......

Section 501(c)(7) organizations. Enter:

Initiation fees and capital contributions included on Part VIII, line 12 ...

10a

Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities

10b

Section 501(c)(12) organizations. Enter:

Gross income from members or shareholders .........

11a

Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........

11b

12a

Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?

12a

If "Yes," enter the amount of tax-exempt interest received or accrued during the year. ....................

12b

Section 501(c)(29) qualified nonprofit health insurance issuers.

Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.

13a

Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....

13b

Enter the amount of reserves on hand ............

13c

14a

Did the organization receive any payments for indoor tanning services during the tax year?.....

14a

If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..

14b

Form 990 (2013)

Page 6

Part VI

Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.

Check if Schedule O contains a response or note to any line in this Part VI ..............

Section A. Governing Body and Management

Yes

Enter the number of voting members of the governing body at the end of the tax year .....................

If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.

Enter the number of voting members included in line 1a, above, who are independent ...................

Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................

Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .

Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................

Did the organization become aware during the year of a significant diversion of the organization’s assets? .

Did the organization have members or stockholders? ................

Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................

Yes

Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................

Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:

The governing body? .........................

Yes

Each committee with authority to act on behalf of the governing body? ............

Yes

Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......

Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)

Yes

10a

Did the organization have local chapters, branches, or affiliates? ............

10a

If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?

10b

11a

Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................

11a

Yes

Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....

12a

Did the organization have a written conflict of interest policy? If "No," go to line 13.......

12a

Yes

Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................

12b

Yes

Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done.......................

12c

Yes

Did the organization have a written whistleblower policy? ...............

Yes

Did the organization have a written document retention and destruction policy? .........

Yes

Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?

The organization’s CEO, Executive Director, or top management official ...........

15a

Yes

Other officers or key employees of the organization ................

15b

Yes

If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).

16a

Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................

16a

If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............

16b

Section C. Disclosure

List the States with which a copy of this Form 990 is required to be filed MediumBullet

Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.

Own website Another's website Upon request Other (explain in Schedule O)

Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.

State the name, physical address, and telephone number of the person who possesses the books and records of the organization:
MediumBullet

DEBORAH GRANT71 JOHN CROWE HILL ROADCHEROKEENC28719 (828) 497-5550

Form 990 (2013)

Page 7

Part VII

Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors

Check if Schedule O contains a response or note to any line in this Part VII ..............

Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees

1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet

List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

List all of the organization’s current key employees, if any. See instructions for definition of "key employee."

List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.

Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.

(A) Name and Title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)		(D) Reportable compensation from the organization (W- 2/1099-MISC)	(E) Reportable compensation from related organizations (W- 2/1099-MISC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and Title
(1) LUKE HYDE........................................................................ CHAIRMAN	2.00 .......................	X	X	0	0	0
(2) JANELL RATTLER........................................................................ BOARD MEMBER	1.00 .......................	X	X	0	0	0
(3) BILL BOYUM........................................................................ BOARD MEMBER	1.00 .......................	X	X	0	0	0
(4) MICHELL HICKS........................................................................ BOARD MEMBER	1.00 .......................	X		0	0	0
(5) JIM OWLE........................................................................ BOARD MEMBER	1.00 .......................	X		0	0	0
(6) DONNA TIPTON ROGERS........................................................................ BOARD MEMBER	1.00 .......................	X		0	0	0
(7) MORGAN CRISP........................................................................ BOARD MEMBER	1.00 .......................	X		0	0	0
(8) LAWANDA NATIONS........................................................................ BOARD MEMBER	1.00 .......................	X		0	0	0
(9) RONNIE BEALE........................................................................ BOARD MEMBER	1.00 .......................	X		0	0	0
(10) BILL GIBSON........................................................................ BOARD MEMBER	1.00 .......................	X		0	0	0
(11) WANDA LAWLESS........................................................................ BOARD MEMBER	1.00 .......................	X		0	0	0
(12) MARY JANE FERGUSON........................................................................ BOARD MEMBER	1.00 .......................	X		0	0	0
(13) JAY EAGLEMAN........................................................................ BOARD MEMBER	1.00 .......................	X		0	0	0
(14) TERRI HENRY........................................................................ BOARD MEMBER	1.00 .......................	X		0	0	0
(15) BARBARA VICKNAIR........................................................................ BOARD MEMBER	1.00 .......................	X		0	0	0
(16) SUSAN JENKINS........................................................................ EXECUTIVE DIRECTOR	50.00 .......................		X	88,964	0	12,667
(17) ANNETTE CLAPSADDLE........................................................................ EXECUTIVE DIRECTOR	50.00 .......................		X	116,783	0	31,127

Form 990 (2013)

Page 8

Part VII

Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)

(A) Name and Title	(B) Average hours per week (list any hours for related organizations below dotted line)		(D) Reportable compensation from the organization (W- 2/1099-MISC)	(E) Reportable compensation from related organizations (W- 2/1099-MISC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and Title
(18) CHARLES MYERS........................................................................ ASSOCIATE DIRECTOR FOR STRATEGIC PLANNING	40.00 .......................	X	106,084	0	44,190

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)............	311,831	0	87,984

Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet

Yes

Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............

For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual...........................

Yes

Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........

Section B. Independent Contractors

Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.

(A) Name and business address	(B) Description of services	(C) Compensation





2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 0

Form 990 (2013)

Page 9

Part VIII

Statement of Revenue

Check if Schedule O contains a response or note to any line in this Part VIII .............

				(A) Total revenue	(B) Related or exempt function revenue	(C) Unrelated business revenue	(D) Revenue excluded from tax under sections 512-514
1a	Federated campaigns..1a
b	Membership dues....1b
c	Fundraising events....1c
d	Related organizations...1d
e	Government grants (contributions)1e		7,500,000

f	All other contributions, gifts, grants, and similar amounts not included above1f		925

g	Noncash contributions included in lines 1a-1f:$
h	Total. Add lines 1a-1f.......			7,500,925
			Business Code
2a
b
c
d
e
f	All other program service revenue .
g	Total. Add lines 2a–2f........
3	Investment income (including dividends, interest, and other similar amounts).......			563,009			563,009
4	Income from investment of tax-exempt bond proceeds..
5	Royalties...........
		(i) Real	(ii) Personal
6a	Gross rents
b	Less: rental expenses
c	Rental income or (loss)
d	Net rental income or (loss).......
		(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory
b	Less: cost or other basis and sales expenses
c	Gain or (loss)
d	Net gain or (loss)..........
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ..
	a
b	Less: direct expenses ...b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
	a
b	Less: direct expenses ...b
c	Net income or (loss) from gaming activities...
10a	Gross sales of inventory, less returns and allowances .
	a
b	Less: cost of goods sold ..b
c	Net income or (loss) from sales of inventory..
Miscellaneous Revenue			Business Code
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......
12	Total revenue. See Instructions......			8,063,934	0	0	563,009

Form 990 (2013)

Page 10

Part IX

Statement of Functional Expenses

Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX ...............

Do not include amounts reported on lines 6b, 7b, 8b, 9b, and 10b of Part VIII.		(A) Total expenses	(B) Program service expenses	(C) Management and general expenses	(D) Fundraising expenses
1	Grants and other assistance to governments and organizations in the United States. See Part IV, line 21	3,989,238	3,989,238
2	Grants and other assistance to individuals in the United States. See Part IV, line 22	29,395	29,395
3	Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16
4	Benefits paid to or for members
5	Compensation of current officers, directors, trustees, and key employees ....	256,654	166,825	89,829
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....
7	Other salaries and wages	393,507	363,609	29,898
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	62,448	50,327	12,121
9	Other employee benefits .......	125,489	101,133	24,356
10	Payroll taxes ...........	44,016	35,473	8,543
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	69		69
c	Accounting ...........	21,700		21,700
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........	36,811	23,043	13,768
12	Advertising and promotion ....
13	Office expenses .......	92,781	72,449	20,332
14	Information technology ......
15	Royalties ..
16	Occupancy ...........	32,893	28,022	4,871
17	Travel ............	26,699	22,694	4,005
18	Payments of travel or entertainment expenses for any federal, state, or local public officials ......
19	Conferences, conventions, and meetings ....	13,372	11,366	2,006
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization .....	23,070	19,653	3,417
23	Insurance ..............	6,370	2,345	4,025
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	ECONOMIC DEVELOPMENT	136,390	136,390
b	GRANTEE COMMUNICATIONS	72,018	72,018
c	EMERGING PROGRAMMING OP	26,349	26,349
d	JONES-BOWMAN LEADERSHIP	11,790	11,790
e	All other expenses	6,946	6,946
25	Total functional expenses. Add lines 1 through 24e	5,408,005	5,169,065	238,940	0
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

Form 990 (2013)

Page 11


				(A) Beginning of year		(B) End of year
1	Cash–non-interest-bearing .............			78,300	1	78,499
2	Savings and temporary cash investments .........			6,242,217	2	5,938,755
3	Pledges and grants receivable, net ...........				3
4	Accounts receivable, net .............			421,731	4	12,370
5	Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L ..................
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
					6
7	Notes and loans receivable, net .............				7
8	Inventories for sale or use ..............				8
9	Prepaid expenses and deferred charges ..........			372,920	9	356,893
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	361,740
b	Less: accumulated depreciation .....	10b	198,543	73,220	10c	163,197
11	Investments—publicly traded securities ..........			15,884,908	11	19,774,255
12	Investments—other securities. See Part IV, line 11 .....				12
13	Investments—program-related. See Part IV, line 11 .....				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........				15
16	Total assets. Add lines 1 through 15 (must equal line 34)......			23,073,296	16	26,323,969
17	Accounts payable and accrued expenses .........			131,385	17	127,217
18	Grants payable .................			4,278,029	18	3,521,868
19	Deferred revenue ................				19
20	Tax-exempt bond liabilities .............				20
21	Escrow or custodial account liability. Complete Part IV of Schedule D..				21
22	Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
	persons. Complete Part II of Schedule L..........				22
23	Secured mortgages and notes payable to unrelated third parties ..				23
24	Unsecured notes and loans payable to unrelated third parties ....				24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D....................				25
26	Total liabilities. Add lines 17 through 25.........			4,409,414	26	3,649,085
	Organizations that follow SFAS 117 (ASC 958), check here and complete lines 27 through 29, and lines 33 and 34.
27	Unrestricted net assets ..............			18,663,882	27	22,674,884
28	Temporarily restricted net assets ...........				28
29	Permanently restricted net assets ...........				29
	Organizations that do not follow SFAS 117 (ASC 958), check here and complete lines 30 through 34.
30	Capital stock or trust principal, or current funds ........				30
31	Paid-in or capital surplus, or land, building or equipment fund .....				31
32	Retained earnings, endowment, accumulated income, or other funds				32
33	Total net assets or fund balances ...........			18,663,882	33	22,674,884
34	Total liabilities and net assets/fund balances ........			23,073,296	34	26,323,969

Form 990 (2013)

Page 12

Part XI

Reconcilliation of Net Assets

Check if Schedule O contains a response or note to any line in this Part XI ..............

Total revenue (must equal Part VIII, column (A), line 12) ............

8,063,934

Total expenses (must equal Part IX, column (A), line 25) ............

5,408,005

Revenue less expenses. Subtract line 2 from line 1 ..............

2,655,929

Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..

18,663,882

Net unrealized gains (losses) on investments ...............

1,255,077

Donated services and use of facilities .................

Investment expenses .....................

Prior period adjustments .....................

Other changes in net assets or fund balances (explain in Schedule O) ........

99,996

Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))

22,674,884

Part XII

Financial Statements and Reporting

Check if Schedule O contains a response or note to any line in this Part XII .............

Yes

Accounting method used to prepare the Form 990: Cash Accrual Other
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.

Were the organization’s financial statements compiled or reviewed by an independent accountant?

If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:

Separate basis Consolidated basis Both consolidated and separate basis

Were the organization’s financial statements audited by an independent accountant?

Yes

If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:

Separate basis Consolidated basis Both consolidated and separate basis

If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?

Yes

If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.

As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?

If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.

Form 990 (2013)

Form 990, Special Condition Description:

Special Condition Description

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.

Attach to Form 990 or Form 990-EZ. right arrow

See separate instructions.
right arrow

Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2013

Open to Public
Inspection

Name of the organization

CHEROKEE PRESERVATION FOUNDATION INC

Employer identification number

56-2272253

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E.)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in

section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An organization that normally receives: (1) more than 331/3% of its support from contributions, membership fees, and gross

receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of

its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses

acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box that describes the type of supporting organization and complete lines 11e through 11h.

Type I

Type II

Type III - Functionally integrated

Type III - Non-functionally integrated

By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).

If the organization received a written determination from the IRS that it is a Type I, Type II, or Type III supporting organization, check this box ..................................................

Since August 17, 2006, has the organization accepted any gift or contribution from any of the
following persons?

(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)

Yes

and (iii) below, the governing body of the supported organization? ................

11g(i)

(ii) A family member of a person described in (i) above? ......................

11g(ii)

(iii) A 35% controlled entity of a person described in (i) or (ii) above? ................

11g(iii)

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization in col. (i) listed in your governing document?		(v) Did you notify the organization in col. (i) of your support?		(vi) Is the organization in col. (i) organized in the U.S.?		(vii) Amount of monetary support
(i) Name of supported organization	(ii) EIN	Yes	No	Yes	No	Yes	No	(vii) Amount of monetary support


Total

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.

Cat. No. 11285F

Schedule A (Form 990 or 990-EZ) 2013

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2009	(b) 2010	(c) 2011	(d) 2012	(e) 2013	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....	6,731,922	6,884,805	6,681,820	7,502,514	7,500,925	35,301,986
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3	6,731,922	6,884,805	6,681,820	7,502,514	7,500,925	35,301,986
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
6	Public support. Subtract line 5 from line 4.						35,301,986

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2009	(b) 2010	(c) 2011	(d) 2012	(e) 2013	(f) Total
7	Amounts from line 4..	6,731,922	6,884,805	6,681,820	7,502,514	7,500,925	35,301,986
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	254,133	301,580	310,792	557,518	563,009	1,987,032
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..			10,000			10,000
11	Total support (Add lines 7 through 10).						37,299,018

Gross receipts from related activities, etc. (see instructions) ..................

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization, check this box and stop here................................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2013 (line 6, column (f) divided by line 11, column (f)) .........

94.650 %

Public support percentage for 2012 Schedule A, Part II, line 14 ...............

95.300 %

16a

33 1/3% support test—2013. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2012. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2013. If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization ..................................................... right arrow

10%-facts-and-circumstances test—2012. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly
supported organization ................................................ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990 or 990-EZ) 2013

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2009	(b) 2010	(c) 2011	(d) 2012	(e) 2013	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
3	Gross receipts from activities that are not an unrelated trade or business under section 513..
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge..
6	Total. Add lines 1 through 5.
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons...
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2009	(b) 2010	(c) 2011	(d) 2012	(e) 2013	(f) Total
9	Amounts from line 6...
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.
11	Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here............................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2013 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2012 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2013 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2012 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests—2013. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ........ right arrow

33 1/3% support tests—2012. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions ..... right arrow

Schedule A (Form 990 or 990-EZ) 2013

Page 4

Part IV

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Explanation

Schedule A (Form 990 or 990-EZ) 2013

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990, 990-EZ,
or 990-PF)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2013

Name of the organization

CHEROKEE PRESERVATION FOUNDATION INC

Employer identification number

56-2272253

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, $5,000 or more (in money or
property) from any one contributor. Complete Parts I and II.

Special Rules

For a section 501(c)(3) organization filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi) and received from any one contributor, during the year, a contribution of the
greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For a section 501(c)(7), (8), or (10) organization filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 for use exclusively for religious, charitable,
scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and
III.

For a section 501(c)(7), (8), or (10) organization filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions for use exclusively for religious, charitable, etc., purposes, but these contributions did
not total more than $1,000. If this box is checked, enter here the total contributions that were received during
the year for an exclusively religious, charitable, etc., purpose. Do not complete any of the parts unless the General Rule
applies to this organization because it received nonexclusively religious, charitable, etc., contributions of $5,000 or more
during the year ......................... Arrow Bullet

Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Page 2

Name of organization CHEROKEE PRESERVATION FOUNDATION INC

Part I	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	RESTRICTED RESTRICTED RESTRICTED RESTRICTED, RESTRICTEDRESTRICTED	$RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Page 3

Name of organization CHEROKEE PRESERVATION FOUNDATION INC

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Page 4

Name of organization
CHEROKEE PRESERVATION FOUNDATION INC

Employer identification number

56-2272253

Part III

Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet

$
Use duplicate copies of Part III if additional space is needed.

(a) No.
from
Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a) No.
from
Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a) No.
from
Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a) No.
from
Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet

Attach to Form 990. SchDMd Bullet

See separate instructions. SchDMd Bullet

Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2013

Open to Public Inspection

Name of the organization

CHEROKEE PRESERVATION FOUNDATION INC

Employer identification number

56-2272253

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate contributions to (during year) ...
3	Aggregate grants from (during year) .....
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements .......................	2a
b	Total acreage restricted by conservation easements ..................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register ....................	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.

If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenues included in Form 990, Part VIII, line 1 ........................ SchDMd Bullet

(ii)

Assets included in Form 990, Part X .............................. SchDMd Bullet

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:

Revenues included in Form 990, Part VIII, line 1 .......................... SchDMd Bullet

Assets included in Form 990, Part X ............................... SchDMd Bullet

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2013

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No

If "Yes," explain the arrangement in Part XIII and complete the following table:


c	Beginning balance .................................	1c
d	Additions during the year ..............................	1d
e	Distributions during the year .............................	1e
f	Ending balance ...................................	1f

Did the organization include an amount on Form 990, Part X, line 21? .....................

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........

Part V

Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.

		(a)Current year	(b)Prior year	b (c)Two years back	(d)Three years back	(e)Four years back
1a	Beginning of year balance ....	15,884,908	13,350,923	9,853,169	9,247,798	7,583,038
b	Contributions ........	2,096,000	611,000	1,500,000	685,000	760,000
c	Net investment earnings, gains, and losses	1,792,196	1,922,985	1,997,754	-79,629	941,146
d	Grants or scholarships .....					25,797
e	Other expenditures for facilities and programs ........					10,589
f	Administrative expenses ....
g	End of year balance ......	19,773,104	15,884,908	13,350,923	9,853,169	9,247,798

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

100.000 %

Permanent endowment SchDMd Bullet

Temporarily restricted endowment SchDMd Bullet

The percentages in lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) unrelated organizations ........................

3a(i)

(ii) related organizations ........................

3a(ii)

If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(b)Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value
1a	Land .................
b	Buildings ................
c	Leasehold improvements ............
d	Equipment ................	238,468	130,884	107,584
e	Other .................	123,272	67,659	55,613
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......				163,197

Schedule D (Form 990) 2013

Page 3

Part VII

InvestmentsOther Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)		(b)Book value	(c) Method of valuation: Cost or end-of-year market value
(1)Financial derivatives
(2)Closely-held equity interests
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

InvestmentsProgram Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment		(b) Book value	(c) Method of valuation: Cost or end-of-year market value









Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value









Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability		(b) Book value
Federal income taxes









Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)
2. Liability for uncertain tax positions In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII ..................................................

Schedule D (Form 990) 2013

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	9,319,011
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains on investments ..........	2a	1,255,077
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d .....................			2e	1,255,077
3	Subtract line 2e from line 1.....................			3	8,063,934
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b.......................			4c	0
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	8,063,934

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........			1	5,308,009
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities ..........	2a
b	Prior year adjustments ..............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d......................			2e	0
3	Subtract line 2e from line 1.....................			3	5,308,009
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a
b	Other (Describe in Part XIII.) ............	4b	99,996
c	Add lines 4a and 4b.......................			4c	99,996
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	5,408,005

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
PART III, LINE 4:	THE ORGANIZATION MAINTAINS ITS COLLECTION TO HELP PRESERVE CULTURAL ARTWORK FOR FUTURE GENERATIONS TO ENJOY.
PART V, LINE 4:	THE ENDOWMENT FUND REPRESENTS AMOUNTS SET ASIDE IN A LONG-TERM INVESTMENT FUND. THE OBJECTIVE OF THE FUND IS TO EMPHASIZE LONG-TERM GROWTH OF CAPITAL AND TO BUILD A CORPUS THAT WILL HELP SUSTAIN THE FOUNDATION'S OPERATIONS IN THE FUTURE. THE FUND IS NOT REPORTED AS RESTRICTED SINCE THERE ARE NO DONOR-IMPOSED STIPULATIONS. INCLUDED IN THE ENDOWMENT FUND INVESTMENT PORTFOLIO ARE MONIES DESIGNATED FOR TWO LEADERSHIP AWARD FUNDS. THE OBJECTIVE OF THE FUNDS IS TO EMPHASIZE SHORT-TERM GROWTH OF CAPITAL, WHILE SIMULTANEOUSLY PROTECTING THE CORPUS FROM THE EFFECTS OF INFLATION, TO ALLOW FOR THE AWARDING OF ANNUAL LEADERSHIP AWARDS. THE FUNDS ARE NOT REPORTED AS RESTRICTED SINCE THERE ARE NO DONOR-IMPOSED STIPULATIONS.
PART X, LINE 2:	THE FOUNDATION HAS BEEN DETERMINED TO BE EXEMPT FROM TAXATION UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3) AND IS EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(A) OF THE IRC.
PART XII, LINE 4B - OTHER ADJUSTMENTS:	RETURN OF PRIOR GRANTS 99,996.

Schedule D (Form 990) 2013

Additional Data

Software ID:
Software Version:

- TIN:

Schedule I
(Form 990)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990
lBullet

Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2013

Open to Public
Inspection

Name of the organization
CHEROKEE PRESERVATION FOUNDATION INC

Employer identification number
56-2272253

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC Code section if applicable	(d) Amount of cash grant	(h) Purpose of grant or assistance
(1) COUNTY OF JACKSON 401 GRINDSTAFF COVE RD SYLVA,NC28779	56-6000310	501(C)(3)	9,952	CULTURAL PRESERVATION
(2) CHEROKEE HISTORICAL ASSOCIATION INC PO BOX 398 CHEROKEE,NC28719	56-0623957	501(C)(3)	132,126	CULTURAL PRESERVATION
(3) EBCI-KITUWAH PRESERVATION & EDUCATION PROGRAM PO BOX 455 CHEROKEE,NC28719	56-0572090	TRIBAL GOVERNMENT	20,000	CULTURAL PRESERVATION
(4) EBCI-KITUWAH PRESERVATION & EDUCATION PROGRAM PO BOX 455 CHEROKEE,NC28719	56-0572090	TRIBAL GOVERNMENT	13,629	CULTURAL PRESERVATION
(5) GRAHAM COUNTY SCHOOLS PO BOX 605 ROBBINSVILLE,NC28719	56-6001037	501(C)(3)	26,565	CULTURAL PRESERVATION
(6) MUSEUM OF THE CHEROKEE INDIAN PO BOX 1599 CHEROKEE,NC28719	56-0944327	501(C)(3)	271,979	CULTURAL PRESERVATION
(7) SEQUOYAH BIRTHPLACE MUSEUM PO BOX 69 VONORE,TN37885	27-1690761	501(C)(3)	11,000	CULTURAL PRESERVATION
(8) SEQUOYAH BIRTHPLACE MUSEUM PO BOX 69 VONORE,TN37885	27-1690761	501(C)(3)	20,000	CULTURAL PRESERVATION
(9) WILD SOUTH 16 EAGLE STREET STE 200 ASHEVILLE,NC28801	56-6001299	501(C)(3)	37,000	CULTURAL PRESERVATION
(10) THE LAND TRUST FOR THE LITTLE TENNESSEE INC PO BOX 1148 FRANKLIN,NC28744	56-2142199	501(C)(3)	425,975	CULTURAL PRESERVATION
(11) THE LAND TRUST FOR THE LITTLE TENNESSEE INC PO BOX 1148 FRANKLIN,NC28744	56-2142199	501(C)(3)	19,800	ENVIRONMENTAL PRESERVATION
(12) THE LAND TRUST FOR THE LITTLE TENNESSEE INC PO BOX 1148 FRANKLIN,NC28744	56-2142199	501(C)(3)	16,720	ENVIRONMENTAL PRESERVATION
(13) MUSEUM OF THE CHEROKEE INDIAN PO BOX 1599 CHEROKEE,NC28719	56-0944327	501(C)(3)	20,000	ECONOMIC DEVELOPMENT
(14) MUSEUM OF THE CHEROKEE INDIAN PO BOX 1599 CHEROKEE,NC28719	56-0944327	501(C)(3)	30,000	CULTURAL PRESERVATION
(15) CHEROKEE BOYS CLUBCHEROKEE CENTRAL SCHOOLS PO BOX 507 CHEROKEE,NC28719	56-0819154	501(C)(3)	195,481	CULTURAL PRESERVATION
(16) CHEROKEE BOYS CLUBCHEROKEE CENTRAL SCHOOLS PO BOX 507 CHEROKEE,NC28719	56-0819154	501(C)(3)	16,170	ENVIRONMENTAL PRESERVATION
(17) CHEROKEE BOYS CLUBCHEROKEE YOUTH COUNCIL PO BOX 507 CHEROKEE,NC28719	56-0819154	501(C)(3)	92,706	CULTURAL PRESERVATION
(18) COMMUNITY FOUNDATION OF WESTERN NORTH CAROLINA PO BOX 1888 ASHEVILLE,NC28802	56-1223384	501(C)(3)	74,700	ECONOMIC DEVELOPMENT
(19) CHEROKEE BOYS CLUB PO BOX 507 CHEROKEE,NC28719	56-0819154	501(C)(3)	5,750	CULTURAL PRESERVATION
(20) CHEROKEE BOYS CLUB PO BOX 507 CHEROKEE,NC28719	56-0819154	501(C)(3)	4,007	CULTURAL PRESERVATION
(21) WESTERN NORTH CAROLINA REGIONAL EDUCATION FOUNDATION 1459 SAND HILL RD ENKA,NC28728	26-2885036	501(C)(3)	324,500	ECONOMIC DEVELOPMENT
(22) EBCI - ECONOMIC & COMMUNITY DEVELOPMENT OFFICE PO BOX 455 CHEROKEE,NC28719	56-0572090	TRIBAL GOVERNMENT	60,000	ECONOMIC DEVELOPMENT
(23) EBCI - ECONOMIC & COMMUNITY DEVELOPMENT OFFICE PO BOX 455 CHEROKEE,NC28719	56-0572090	TRIBAL GOVERNMENT	45,000	ENVIRONMENTAL PRESERVATION
(24) EBCI - ECONOMIC & COMMUNITY DEVELOPMENT OFFICE PO BOX 455 CHEROKEE,NC28719	56-0572090	TRIBAL GOVERNMENT	25,000	ECONOMIC DEVELOPMENT
(25) CHEROKEE BOYS CLUB - COMMUNITY DEVELOPMENT COORDINATOR GRANT PO BOX 507 CHEROKEE,NC28719	56-0819154	501(C)(3)	82,650	CULTURAL PRESERVATION
(26) THE NORTH CAROLINA INTERNATIONAL FOLK FESTIVAL INC PO BOX 658 WAYNESVILLE,NC287860658	56-1369199	501(C)(3)	6,215	CULTURAL PRESERVATION
(27) CHEROKEE BOYS CLUBSNOWBIRD CHEROKEE TRADITIONS PO BOX 507 CHEROKEE,NC28719	56-0819154	501(C)(3)	36,815	CULTURAL PRESERVATION
(28) FRIENDS OF GREAT SMOKY MOUNTAIN NATIONAL PARK 3099 WINFIELD DUNN PARKWAY KODAK,TN37764	62-1564782	501(C)(3)	52,500	ENVIRONMENTAL PRESERVATION
(29) WESTERN CAROLINA UNIVERSITY 460 HFR ADMINISTRATION BUILDING CULLOWHEE,NC28723	56-6001440	GOVERNMENTAL	178,516	CULTURAL PRESERVATION
(30) WATERSHED ASSOCIATION OF THE TUCKASEGEE RIVER PO BOX 2593 BRYSON CITY,NC28713	56-2254501	501(C)(3)	11,935	ENVIRONMENTAL PRESERVATION
(31) SWAIN COUNTY HIGH SCHOLL PO BOX 2340 BRYSON CITY,NC28713	56-6001118	GOVERNMENTAL	6,800	CULTURAL PRESERVATION
(32) HAYWOOD COUNTY COOPERATIVE EXTENSION 215 N MAIN STREET 5 WAYNESVILLE,NC28786	56-6000930	501(C)(3)	15,000	CULTURAL PRESERVATION
(33) CHEROKEE BOYS CLUBCHEROKEE CHAMBER OF COMMERCE PO BOX 507 CHEROKEE,NC28719	56-0819154	501(C)(3)	85,690	ECONOMIC DEVELOPMENT
(34) WESTERN CAROLINA UNIVERSITY CHEROKEE STUDIES 460 HFR ADMINISTRATION BUILDING CULLOWHEE,NC28723	56-6001440	GOVERNMENTAL	47,058	CULTURAL PRESERVATION
(35) EASTERN BAND OF CHEROKEE INDIANS DIVISION OF COMMERCE PO BOX 455 CHEROKEE,NC28719	56-0572090	TRIBAL GOVERNMENT	800,000	ECONOMIC DEVELOPMENT
(36) CHEROKEE BOYS CLUBCHEROKEE COOPERATIVE EXTENSION PO BOX 507 CHEROKEE,NC28719	56-0819154	501(C)(3)	104,650	CULTURAL PRESERVATION
(37) CHEROKEE BOYS CLUBBIRDTOWN COMMUNITY FREE LABOR GROUP PO BOX 507 CHEROKEE,NC28719	56-0819154	501(C)(3)	56,695	CULTURAL PRESERVATION
(38) NC STATE UNIVERSITYREVITALIZATION OF TRADITIONAL CHEROKEE ARTISAN RESOURCE NCSU BOX 7205 RALEIGH,NC27695	56-6000756	GOVERNMENTAL	88,303	ENVIRONMENTAL PRESERVATION
(39) BLUE RIDGE NATIONAL HERITAGE AREA 195 HEMPHILL KNOB ROAD ASHEVILLE,NC28803	20-4714123	501(C)(3)	29,592	CULTURAL PRESERVATION
(40) COWEE POTTERY SCHOOL LTD 51 COWEE SCHOOL DR FRANKLIN,NC28734	46-5200237	501(C)(3)	9,000	ENVIRONMENTAL PRESERVATION
(41) GRAHAM REVITALIZATION ECONOMIC ACTION TEAM 121 SCHOOL HOUSE DR ROBBINSVILLE,NC28771	11-3780559	501(C)(3)	23,650	ENVIRONMENTAL PRESERVATION
(42) CHATTOOGA CONSERVANCY 8 SEQUOIA HILLS LN CLAYTON,GA30525	58-2121969	501(C)(3)	10,525	ENVIRONMENTAL PRESERVATION
(43) EBCI - PUBLIC RELATIONS PO BOX 455 CHEROKEE,NC28719	56-0572090	TRIBAL GOVERNMENT	7,500	ENVIRONMENTAL PRESERVATION
(44) EBCI - COMMUNITY & RECREATION SERVICES PO BOX 455 CHEROKEE,NC28719	56-0572090	TRIBAL GOVERNMENT	58,000	ENVIRONMENTAL PRESERVATION
(45) CHEROKEE PRESERVATION FOUNDATIONCHEROKEE DAY OF CARING GRANT PO BOX 504 CHEROKEE,NC28719	56-2272253	501(C)(3)	47,896	CULTURAL PRESERVATION
(46) CHEROKEE BOYS CLUB - FUNRAISING MATCHING PAYMENT PO BOX 507 CHEROKEE,NC28719	56-0819154	501(C)(3)	200,000	CULTURAL PRESERVATION
(47) WESTERN NORTH CAROLINA REGIONAL EDUCATION FOUNDATION 1459 SAND HILL RD ENKA,NC28728	26-2885036	501(C)(3)	103,045	ECONOMIC DEVELOPMENT
(48) MUSEUM OF THE CHEROKEE INDIAN PO BOX 1599 CHEROKEE,NC28719	56-0944327	501(C)(3)	20,000	CULTURAL PRESERVATION
(49) NORTH CAROLINA COMMUNITY FOUNDATION 4601 SIX FORKS ROAD STE 524 RALEIGH,NC27609	58-1661700	501(C)(3)	3,200	CULTURAL PRESERVATION
(50) CHEROKEE PRESERVATION FOUNDATIONRAVEN ROCK CEROMONIAL PO BOX 504 CHEROKEE,NC28719	56-2272253	501(C)(3)	2,700	CULTURAL PRESERVATION

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2013

Page 2

Part III

Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a)Type of grant or assistance	(b)Number of recipients	(c)Amount of cash grant
(1) JONES-BOWMAN LEADERSHIP AWARD	11	29,395

Part IV

Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.

Return Reference	Explanation
PART I, LINE 2:	GRANTS ARE AWARDED THROUGH AN APPLICATION AND INTERNAL REVIEW PROCESS, WITH THE BOARD OF DIRECTORS VOTING ON ALL AWARDS. THE FOUNDATION PUBLISHES ITS FUNDING CRITERIA ON ITS WEBSITE AND WITHIN THE APPLICATION FORM. ALL GRANT RECIPIENTS MUST REPORT AT LEAST ANNUALLY ON THE USE OF GRANT AWARD MONIES, AND MUST SUBMIT A FINAL REPORT UPON COMPLETION OF THE GRANT PROJECT. THE JONES-BOWMAN LEADERSHIP AWARD PROGRAM IS GOVERNED BY A POLICY THAT SPECIFIES THE CRITERIA FOR ELIGIBILITY AND MAKING AWARDS. ALL LEADERSHIP AWARD PAYMENTS TO AWARDEES ARE PRE-APPROVED BY A COMMITTEE WHO DETERMINES IF THE AWARD MEETS THE CRITERIA AS SPECIFIED IN THE POLICY.
SCHEDULE I, PART II:	RECIPIENT ORGANIZATIONS OF CERTAIN GRANTS AND ASSISTANCE HAVE A CERTAIN RELATIONSHIP WITH THE FOUNDATION--DIRECTORS OF THE FOUNDATION ARE APPOINTED BY THE GOVERNOR OF THE STATE OF NORTH CAROLINA. CERTAIN DIRECTORS ARE SELECTED FROM A LIST PROVIDED BY THE CHIEF OF THE EASTERN BAND OF CHEROKEE INDIANS. (PLEASE SEE THE RESPONSE TO PART VI, LINE 7A ON SCHEDULE O.) IN ADDITION, INDIVIDUAL FOUNDATION DIRECTORS ARE ALSO REPRESENTATIVES OF VARIOUS ORGANIZATIONS THAT RECEIVE FOUNDATION GRANT AWARDS. AS THESE RECIPIENT ORGANIZATIONS ARE EITHER EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, OR ARE GOVERNMENTAL SUBDIVISIONS, THEY DO NOT MEET THE CRITERIA OF AN INTERESTED PERSON PER THE DEFINITION BY THE INTERNAL REVENUE SERVICE; HOWEVER, IT IS THE DESIRE OF THE FOUNDATION TO DISCLOSE THESE RELATIONSHIPS NONETHELESS. IT IS THE POLICY OF THE FOUNDATION THAT DIRECTORS BE EXCLUDED FROM VOTING ON DECISIONS REGARDING THE ORGANIZATIONS THEY REPRESENT. THIS LIST CONTAINS PAST AND PRESENT GRANT RECIPIENTS TO WHICH CURRENT DIRECTORS OF THE FOUNDATION (AT THE TIME OF THE GRANT) SERVED ON THE GOVERNING BODY.
FORM 990, SCHEDULE I, PART II	- BLUE RIDGE NATIONAL HERITAGE AREA - CHATTOOGA CONSERVANCY - CHEROKEE BOYS CLUB - CHEROKEE BOYS CLUB - COMMUNITY DEVELOPMENT COORDINATOR GRANT - CHEROKEE BOYS CLUB - FUNDRAISING MATCHING PAYMENT ON SPRING 12 GRANT #983 - CHEROKEE BOYS CLUB/BIRDTOWN COMMUNITY FREE LABOR GROUP - CHEROKEE BOYS CLUB/CHEROKEE CENTRAL SCHOOLS - CHEROKEE BOYS CLUB/CHEROKEE COOPERATIVE EXTENSION - CHEROKEE BOYS CLUB/CHEROKEE YOUTH COUNCIL - CHEROKEE BOYS CLUB/SNOWBIRD CHEROKEE TRADITIONS - CHEROKEE CHAMBER OF COMMERCE - CHEROKEE DAY OF CARING GRANT (CPF IS FISCAL AGENT) - CHEROKEE HISTORICAL ASSOCIATION - COMMUNITY FOUNDATION OF WESTERN NORTH CAROLINA - COUNTY OF JACKSON - COWEE POTTERY SCHOOL, LTD - EASTERN BAND OF CHEROKEE INDIANS DIVISION OF COMMERCE - EBCI - COMMUNITY & RECREATION SERVICES - EBCI - ECONOMIC & COMMUNITY DEVELOPMENT - EBCI - PUBLIC RELATIONS - EBCI/ECONOMIC & COMMUNITY DEVELOPMENT - EBCI/KITUWAH PRESERVATION & EDUCATION PROGRAM - FRIENDS OF GREAT SMOKY MOUNTAIN NATIONAL PARK - GRAHAM COUNTY SCHOOLS - GRAHAM REVITALIZATION ECONOMIC ACTION TEAM - HAYWOOD COUNTY COOPERATIVE EXTENSION - JONES-BOWMAN LEADERSHIP AWARDS - MUSEUM OF THE CHEROKEE INDIAN - NC STATE UNIVERSITY/REVITALIZATION OF TRADITIONAL CHEROKEE ARTISAN RESOURCES - NORTH CAROLINA COMMUNITY FOUNDATION/NC NETWORK OF GRANTMAKERS - RAVEN ROCK CEREMONIAL GROUNDS/GREEN CORN CEREMONY (CPF IS FISCAL AGENT) - SEQUOYAH BIRTHPLACE MUSEUM - SWAIN COUNTY HIGH SCHOOL - THE LAND TRUST FOR THE LITTLE TENNESSEE INC - THE NORTH CAROLINA INTERNATIONAL FOLK FESTIVAL, INC - WATERSHED ASSOCIATION OF THE TUCKASEGEE RIVER - WESTERN CAROLINA UNIVERSITY - WESTERN CAROLINA UNIVERSITY CHEROKEE STUDIES - WESTERN NORTH CAROLINA REGIONAL EDUCATION FOUNDATION - WILD SOUTH
FORM 990, SCHEDULE I, PART II	GRANTS ARE PRESENTED BY TYPE THEN RECIPIENT FOR THE YEAR. IN SOME CASES, A RECIPIENT WILL BE PRESENTED MULPTIPLE TIMES ON SCHEDULE I.

Schedule I (Form 990) 2013

Additional Data

Software ID:
Software Version:

- TIN:

Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet

Complete if the organization answered "Yes" to Form 990, Part IV, line 23.
SchJMediumBullet

Attach to Form 990. SchJMediumBullet

See separate instructions.
SchJMediumBullet

Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2013

Open to Public Inspection

Name of the organization

CHEROKEE PRESERVATION FOUNDATION INC

Employer identification number

56-2272253

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? ................

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.

For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ...........................

Any related organization? .........................

If "Yes," to line 5a or 5b, describe in Part III.

For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ...........................

Any related organization? .........................

If "Yes," to line 6a or 6b, describe in Part III.

For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................

If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2013

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2 and/or 1099-MISC compensation			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation reported as deferred in prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation reported as deferred in prior Form 990
(1)CHARLES MYERSASSOCIATE DIRECTOR FOR STRATEGIC PLA	(i) (ii)	106,084 0	0 0	0 0	10,608 0	33,582 0	150,274 0	0 0

Schedule J (Form 990) 2013

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.

Return Reference	Explanation

Schedule J (Form 990) 2013

Additional Data

Software ID:
Software Version:

- TIN:

Schedule L
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Transactions with Interested Persons

Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet

Attach to Form 990 or Form 990-EZ. MediumBullet

See separate instructions.
MediumBullet

Information about Schedule L (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2013

Open to Public Inspection

Name of the organization

CHEROKEE PRESERVATION FOUNDATION INC

Employer identification number

56-2272253

Part I

Excess Benefit Transactions (section 501(c)(3) and section 501(c)(4) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.

1(a) Name of disqualified person	(c) Description of transaction	(d) Corrected?
1(a) Name of disqualified person	(c) Description of transaction	Yes	No

Enter the amount of tax incurred by organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image

Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image

Part II

Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22

(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	(d) Loan to or from the organization?		(e)Original principal amount	(f)Balance due	(g) In default?		(h) Approved by board or committee?		(i)Written agreement?
(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	To	From	(e)Original principal amount	(f)Balance due	Yes	No	Yes	No	Yes	No






Total ...... $

Part III

Grants or Assistance Benefitting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.

(a) Name of interested person	(b) Relationship between interested person and the organization	(c) Amount of assistance	(d) Type of assistance	(e) Purpose of assistance
(1) LEADERSHIP AWARD	DAUGHTER OF BOARD MEMBER	4,000	JONES-BOWMAN LEADERSHIP AWARD	LEADERSHIP AWARD

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 50056A

Schedule L (Form 990 or 990-EZ) 2013

Page 2

Part IV

Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.

(a) Name of interested person	(c) Amount of transaction	(d) Description of transaction	(e) Sharing of organization's revenues?
(a) Name of interested person	(c) Amount of transaction	(d) Description of transaction	Yes	No

Part V

Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).

Return Reference	Explanation

Schedule L (Form 990 or 990-EZ) 2013

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.

OMB No. 1545-0047

2013

Open to Public
Inspection

Name of the organization

CHEROKEE PRESERVATION FOUNDATION INC

Employer identification number

56-2272253

Return Reference	Explanation
FORM 990, PART VI, SECTION A, LINE 7A	THE GOVERNOR OF THE STATE OF NORTH CAROLINA APPOINTS THE FOUNDATION'S DIRECTORS, TWO OF WHICH ARE SELECTED FROM A LIST OF NOMINEES SUBMITTED BY THE CHIEF OF THE EASTERN BAND OF CHEROKEE INDIANS. THE CHIEF AND CHAIRMAN OF THE TRIBAL COUNCIL OF THE EASTERN BAND OF CHEROKEE INDIANS ALSO SERVE AS DIRECTORS.
FORM 990, PART VI, SECTION B, LINE 11	THE AUDIT/INVESTMENT COMMITTEE REVIEWS THE FORM 990 IN DETAIL WITH THE GUIDANCE OF ITS FINANCE OFFICER. THE FULL BOARD IS PROVIDED WITH A COPY OF THE 990 BEFORE IT IS FILED AND PERFORMS A MORE CURSORY REVIEW OF THE DOCUMENT. THE AUDIT/INVESTMENT COMMITTEE MEMBERS AND FINANCE OFFICER ANSWER ALL QUESTIONS BOARD MEMBERS HAVE BEFORE THE 990 DOCUMENT IS FILED.
FORM 990, PART VI, SECTION B, LINE 12C	EACH YEAR A CONFLICT OF INTEREST DISCLOSURE IS PREPARED BY THE DIRECTORS IN WHICH ARE LISTED ENTITIES TO WHICH A DIRECTOR IS RELATED. THE BOARD CHAIRMAN ACTIVELY ENFORCES THE CONFLICT OF INTEREST POLICY. DIRECTORS ARE REQUIRED TO RECUSE THEMSELVES FROM VOTING ON MATTERS RELATED TO ENTITIES TO WHICH THEY ARE RELATED PARTIES OR WHERE A POTENTIAL CONFLICT IS PRESENT.
FORM 990, PART VI, SECTION B, LINE 15	COMPARABILITY OF SALARIES DATA FOR ALL STAFF MEMBERS IS GATHERED FROM THE FOLLOWING SOURCES; FORMS 990 OF SIMILIAR ORGANIZATIONS IN NORTH CAROLINA, LOCAL ORGANIZATIONS; AND AN ANNUAL SALARY AND BENEFITS SURVEY FROM THE COUNCIL ON FOUNDATIONS PHILANTHROPIC TRADE ORGANIZATION. SALARIES ARE PROPOSED BY THE BOARD CHAIRMAN AND EXECUTIVE DIRECTOR EACH YEAR DURING THE BUDGETING AND ANNUAL STAFF EVALUATION PROCESSES. THEN, THE PROPOSED SALARIES ARE PRESENTED IN THE DRAFT BUDGET SUBMITTED TO THE BOARD.
FORM 990, PART VI, SECTION C, LINE 18	PHOTOCOPIES OF THE FORM 990 ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S ADMINISTRATIVE OFFICE. IN ADDITION, RECENT FILINGS OF THE FORM 990 ARE AVAILABLE ONLINE AT WWW.GUIDESTAR.ORG.
FORM 990, PART VI, SECTION C, LINE 19	ALL GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST TO ANY INDIVIDUAL OR ORGANIZATION. THE FOUNDATION OFTEN SHARES ITS INTERNAL INFORMATION IN AN EFFORT TO ASSIST OTHER ORGANIZATIONS IN ADOPTING BEST PRACTICES.
FORM 990, PART XI, LINE 9:	RETURN OF PRIOR GRANTS 99,996.
FORM 990, PART XII, LINE 2C:	THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
FORM 990, PART III, LINE 4A	THE MISSION OF THE FOUNDATION IS TO INCREASE THE QUALITY OF LIFE OF THE EASTERN BAND OF CHEROKEE INDIANS (EBCI) AND STRENGTHEN THE WESTERN NORTH CAROLINA REGION. WE ACCOMPLISH THIS MISSION AS A GRANT MAKER, CONVENER, PARTNERSHIP BROKER AND COMMUNITY BUILDER. IN THESE ROLES, WE AWARD GRANTS TO NONPROFIT ORGANIZATIONS, SCHOOLS AND HIGHER LEARNING INSTITUTIONS ON OR NEAR TRIBAL LANDS IN THE SEVEN WESTERNMOST COUNTIES OF NORTH CAROLINA. IN ADDITION, WE BRING TOGETHER GROUPS WITH COMMON INTERESTS AND GOALS TO SHARE IDEAS, COMBINE EFFORTS AND RESOURCES, AND LEVERAGE RESOURCES FROM VARIOUS FUNDING ORGANIZATIONS. WE THEN NETWORK WITH REGIONAL, STATE AND NATIONAL ORGANIZATIONS TO SEEK AND CREATE PARTNERSHIPS ENABLING OTHER FUNDING ORGANIZATIONS TO INVEST IN PROJECTS AND GROUPS IN WESTERN NORTH CAROLINA, BUILDING THE CAPACITY OF NONPROFITS ON THE QUALLA BOUNDARY (THE EBCI'S HOMELAND) AND THE SURROUNDING REGION. THE FOUNDATION'S GRANT MAKING TO ELIGIBLE ORGANIZATIONS ON THE QUALLA BOUNDARY AND THE SEVEN SURROUNDING COUNTIES INCLUDES ONE-YEAR GRANTS, SOME OF WHICH ARE LESS THAN $20,000 AND USED FOR CAPACITY, PLANNING AND PROJECT SPECIFIC PURPOSES. LARGER GRANTS ARE FOR PROJECT SPECIFIC,AND PRESERVATION AND CIVIC ENHANCEMENT PURPOSES. THE FOUNDATION ALSO AWARDS A LIMITED NUMBER OF DISCRETIONARY GRANTS FOR CONVENING AND PARTNERING OPPORTUNITIES. DURING TWO GRANT FUNDING CYCLES IN FISCAL YEAR 2014, THE BOARD APPROVED 50 GRANTS AND $29,395 IN LEADERSHIP AWARDS TOTALING $4,015,390. SINCE BEGINNING OPERATIONS IN 2002, THE FOUNDATION HAS AWARDED 869 GRANTS AND LEADERSHIP AWARDS FOR A TOTAL OF $69,019,305 IN THREE FOCUS AREAS: CULTURAL PRESERVATION, ECONOMIC DEVELOPMENT AND EMPLOYMENT OPPORTUNITIES, AND ENVIRONMENTAL PRESERVATION. STRATEGIC INITIATIVES - IN ADDITION TO MAKING HIGH-QUALITY, ONE-YEAR GRANTS, THE FOUNDATION PURSUES GRANT MAKING OPPORTUNITIES WHERE INVESTMENTS CAN EFFECT SYSTEMIC CHANGE AND POSITIVE LONG-TERM RESULTS. SUCH MULTI-YEAR GRANT MAKING INTEGRATES PLANNING, GRANTS, CLUSTER EVALUATION AND STRATEGIC COMMUNICATION. THE FOLLOWING STRATEGIC INITIATIVES ILLUSTRATE THE FOUNDATION'S MULTI-YEAR PROGRAMMING ACTIVITIES: CULTURAL PRESERVATION CHEROKEE LANGUAGE INITIATIVE ONE OF THE MOST RECOGNIZABLE CULTURAL PRESERVATION INITIATIVES, THE CHEROKEE LANGUAGE REVITALIZATION INITIATIVE EXEMPLIFIES A COMMUNITY-BASED APPROACH TO COLLABORATIVE PROBLEM SOLVING. WITH OVER 10 YEARS OF SUPPORT FROM THE FOUNDATION, THE PARTNERS CONTINUE TO TAKE STRATEGIC ACTIONS TOWARD PROGRESS. IN 2014, THE FOUNDATION CONTINUED TO SUSTAIN THESE EFFORTS WITH SUPPORT PLANNING FOR THE SNOWBIRD LANGUAGE PROGRAM, AS WELL AS SEEKING OPPORTUNITIES RESULTING FROM CHEROKEE LANGUAGE ACQUIRING FOREIGN LANGUAGE CREDIT IN ALL UNC SYSTEM UNIVERSITIES, SEEKING OPPORTUNITIES TO INCREASE THE NUMBER OF CERTIFIED LANGUAGE INSTRUCTORS AND BEGINNING SUPPORT OF ALIGNMENT OF A CHEROKEE LANGUAGE CURRICULUM ACROSS ALL PARTNER PROVIDERS. LEADERSHIP AND CIVIC PARTICIPATION TIMES OF CHANGE ARE TIMES OF OPPORTUNITY, BUT ONLY IF WE ARE SECURE IN OUR IDENTITY AND OUR LEADERSHIP SKILLS CAN WE SEE BEYOND THE IMMEDIATE OBSTACLES AND KEEP MOVING FORWARD. THE EMERGENCE OF A SOLID LEADERSHIP BASE IS ESSENTIAL IN MAINTAINING A SUSTAINABLE COMMUNITY. TO HELP THE TRIBE DEVELOP NEW LEADERS TO JOIN THOSE CURRENTLY SERVING, THE FOUNDATION DEVELOPED A PROGRESSION OF LEADERSHIP PROGRAMMING, STARTING WITH OPPORTUNITIES FOR YOUTH AND, CREATED A PROGRAM FOR ADULT MEMBERS OF THE EBCI. THE GOAL OF THESE CULTURAL-BASED LEADERSHIP INITIATIVES IS TO PRODUCE A SELFLESS, GIVING GENERATION, GROUNDED IN TRADITIONAL CHEROKEE VALUES, AND POSSESSING THE SKILLS OF TODAY'S LEADERSHIP. CHEROKEE YOUTH LEADERSHIP - THE CHEROKEE YOUTH COUNCIL'S (CYC) MISSION IS TO EMPOWER LOCAL YOUTH TO HAVE A "VOICE" ON ISSUES THAT MATTER TO THEM. CYC IS FOCUSED ON STRENGTHENING ITS PARTICIPATION AND CONTRIBUTION TO THE CHEROKEE COMMUNITY AND SUPPORTING EFFORTS FOR CHEROKEE YOUTH LEADERSHIP IN THE REGION THROUGH PARTNERSHIPS. THEY ALSO PROVIDE SUPPORT FOR COLLABORATIVE REGIONAL PROJECTS. IN 2014, THE EBCI YOUTH CENTER INCORPORATED THE YOUTH COUNCIL INTO ITS PROGRAMS, AND NOW WILL HAVE MORE STRENGTH TO BUILD ON THIS REGIONAL APPROACH TO PROBLEM SOLVING AND FORMALIZING POLICIES, PROCEDURES AND ROLES WITHIN THE CHEROKEE COMMUNITY. CULTURAL EXCHANGE PROGRAM - THE COSTA RICA ECO-STUDY TOUR ENTERS ITS 10TH YEAR PROVIDING A UNIQUE EXPERIENCE FOR CHEROKEE AND WESTERN NORTH CAROLINA YOUTH. THE FOUNDATION COLLABORATES WITH THE CHEROKEE EXTENSION OFFICE TO OFFER THIS LIFE-ENHANCING PROGRAM. IN JULY, THE 2014 COSTA RICA PARTICIPANTS HELD A COMMUNITY PRESENTATION THAT HIGHLIGHTED THE TRIP. STUDENTS AND ALUMNI PRESENTED INDEPENDENTLY ON THE IMPACT OF THE PROGRAM. EACH YEAR THE STUDENTS AND CHAPERONES HOLD MULTIPLE FUNDRAISERS TO PROVIDE A GIFT TO THE INDIGENOUS TRIBE THEY VISIT. THE 2014 FUNDRAISING WAS VERY SUCCESSFUL. THERE WAS ALSO A FACEBOOK PAGE ESTABLISHED TO CONNECT WITH CURRENT AND PREVIOUS COHORTS. CHEROKEE DAY OF CARING - THE CHEROKEE DAY OF CARING (CDC), AN ANNUAL EVENT ON THE QUALLA BOUNDARY AND TRIBAL LANDS IN CHEROKEE COUNTY AND SNOWBIRD, IS A COLLABORATIVE EFFORT BETWEEN THE FOUNDATION, EBCI AND HARRAH'S CHEROKEE CASINO RESORT. THE EVENT IS BASED ON THE CHEROKEE TRADITION OF GA-DU-GI (HELPING HANDS), MEANING HELPING FELLOW NEIGHBORS WHEN THEY ARE IN NEED. THE 10TH ANNUAL CHEROKEE DAY OF CARING WAS HELD IN 2014 WITH A VERY SPECIAL GUEST HELPING OUT--KYLE PETTY. THERE WERE 10 PROJECTS COMPLETED IN ALL 10 QUALLA BOUNDARY COMMUNITIES WITH 275+ VOLUNTEERS PARTICIPATING. THE DAY OF CARING DINNER CELEBRATION HELD AT HARRAH'S CASINO RESORT HOSTED 400 ATTENDEES WITH 10 QUIET HEROES RECOGNIZED. A PROMOTIONAL SHORT VIDEO FOR THE EVENT WAS PRODUCED AND IS FEATURED ON THE FOUNDATION'S WEBSITE. JONES-BOWMAN LEADERSHIP AWARD PROGRAM - THIS PROGRAM PROVIDES RESOURCES TO STUDENTS ENROLLED IN HIGHER EDUCATION, ENGAGING THEM IN ACTIVITIES TO ENHANCE THEIR LEADERSHIP POTENTIAL AND ENCOURAGE THEM IN BECOMING ACTIVE MEMBERS OF THEIR COMMUNITY AS VOLUNTEERS AND AS LEADERS. OUR ALUMNI ARE IMPORTANT TO THE SUCCESS OF THE PROGRAM, AND IN 2014, ALUMNI REPORTED PHILANTHROPIC CONTRIBUTIONS TO THE COMMUNITY. THE LEADERSHIP PROGRAM MANAGERS MET TO DESIGN NEW A ASSESSMENT TOOL AND MENTOR/MENTEE ASSESSMENTS WERE CONDUCTED. FELLOWS ATTENDED THE ANNUAL RETREAT AND DEVELOPED LEADERSHIP PLANS FOR THE UPCOMING YEAR. MENTOR TRAINING STARTED AND MENTORS WILL ATTEND THE 2015 NATIONAL MENTOR SUMMIT. ALSO IN 2014, THE GROUP PROJECT RAISED $1,000 AND THE FELLOWS PRESENTED THE MONEY TO COMMUNITY CLUBS WITH ACTIVE YOUTH GROUPS. THE FELLOWS RECEIVED TRAINING ON PUBLIC SPEAKING, TEAM BUILDING, EFFECTIVE COMMUNICATION, AND HOW TO HAVE A SUCCESSFUL GROUP PROJECT. RIGHT PATH CULTURAL LEADERSHIP PROGRAM -- THIS 12-MONTH LEADERSHIP DEVELOPMENT PROGRAM FOR ADULT MEMBERS OF THE EBCI BEGAN IN 2011 AND WORKS TO BRIDGE THE PAST AND PRESENT BY COVERING IN-DEPTH TRADITIONAL AND CULTURAL ELEMENTS, AND INTRODUCING CONTEMPORARY LEADERSHIP DEVELOPMENT COMPETENCIES. THE PROGRAM INCLUDES OPPORTUNITIES TO LEARN ABOUT CULTURAL VALUES, CHEROKEE SOCIAL SYSTEMS AND GENDER ROLES, AND LEARN ABOUT CHEROKEE LANGUAGE, GOVERNANCE, HEALTHY LIVING AND ARTISTIC EXPRESSION. ALONG WITH THE COULTER PROGRAM, RIGHT PATH IS LOCATED AT WESTERN CAROLINA UNIVERSITY AND UNDER THE GUIDANCE OF AN EXPERIENCED PROGRAM DIRECTOR. IN 2014, RIGHT PATH CREATED AND RELEASED A LANGUAGE LESSON PLAN TO HELP SECOND LANGUAGE LEARNERS, WHICH WAS DEVELOPED AS A GROUP PROJECT AND THE NOMINATION PROCESS BEGAN FOR NEXT COHORT. MYRON COULTER REGIONAL LEADERSHIP PROGRAM --MYRON COULTER REGIONAL LEADERSHIP PROGRAM SEEKS TO PROVIDE OPPORTUNITIES FOR PARTICIPANTS TO WORK COLLABORATIVELY ON REGIONAL CHALLENGES. UTILIZING A HOLISTIC APPROACH, THE COULTER LEADERSHIP PROGRAM VIEWS THE CONNECTIVITY OF THE REGION AS STRENGTH, VERSUS THE COMMON MINDSET OF COMPETITION. PARTICIPANTS ARE ENCOURAGED TO WORK FOR THE GREATER GOOD BY IMPLEMENTING REGIONAL PROJECTS, LAYING THE FOUNDATION AND CREATING A SUSTAINABLE FUTURE FOR WESTERN NORTH CAROLINA. AFTER A SUCCESSFUL INAUGURAL YEAR, 2014 CONTINUED TO BRING THE PROGRAM TO A HIGHER LEVEL WITH NEW SELECTION POLICIES AND IMPLEMENTATION OF A CODE OF CONDUCT. INITIAL COHORT WORK BEGAN AND THE NOMINATION PROCESS STARTED FOR THE NEXT COHORT. ECONOMIC DEVELOPMENT OVER THE YEARS, THE FOUNDATION PROVIDED SIGNIFICANT GRANT FUNDING FOR DEVELOPMENT OF A DIVERSE, SUSTAINABLE ECONOMY ON THE QUALLA BOUNDARY AND OTHER TRIBAL LANDS. THE FOUNDATION CONTINUES TO MAKE SIGNIFICANT INVESTMENTS IN THE EBCI'S PRINCIPAL CULTURAL ATTRACTIONS THROUGH MARKETING EFFORTS DISTINGUISHING THE QUALLA BOUNDARY AS A HERITAGE DESTINATION AND ATTRACTING VISITORS INTERESTED IN LEARNING ABOUT THE EBCI'S HISTORY AND AUTHENTIC CHEROKEE CULTURE.
FORM 990, PART III, LINE 4A	ENTREPRENEURIAL/SMALL BUSINESS DEVELOPMENT EBCI ENTERPRISE DEVELOPMENT WORKS TOGETHER WITH THE SEQUOYAH FUND TO TRAIN AND DEVELOP ENTREPRENEURS FOR LOW INTEREST LOANS TO BEGIN THEIR VENTURE OR IMPROVE AN EXISTING BUSINESS. THE SEQUOYAH FUND CONTINUES WORKING TOWARD ITS GOAL TO BE FULLY CAPITALIZED AT $20 MILLION. IN 2014, THE COMMUNITY ENGAGEMENT PROCESS OF THE QUALLA 2020 INITIATIVE WAS BEGUN AND LATER BEGAN IMPLEMENTION. THIS INCLUDED EXPLORATION OF ECONOMIC DIVERSIFICATION OPPORTUNITIES FOR THE EBCI WITH EXPERIENCED CONSULTANTS. ALSO, COMMUNITY INPUT SESSIONS WITH MULTIPLE COMMUNITY GROUPS TOOK PLACE. TOURISM TOURISM CONTINUES TO BE AN ESSENTIAL LEADER OF THE ECONOMIC ENGINE ON THE QUALLA BOUNDARY AND WESTERN NORTH CAROLINA. THE FOUNDATION SUPPORTS EFFORTS TO SUSTAIN ESTABLISHED TOURISM-RELATED BUSINESSES AND TO HELP GENERATE NEW ATTRACTIONS THAT CREATE DEMAND FOR RESTAURANTS, LODGING, AND OTHER SERVICE-ORIENTATED BUSINESSES. THESE EFFORTS WILL DRIVE EMPLOYMENT AND GROW THE TAX BASE FOR EBCI TRIBAL GOVERNMENT REVENUE. IN 2014, ORGANIZATIONS REPORTED GAINS IN METRICS INCLUDING LEVY, AND VISITORS TO ATTRACTIONS. ALSO, THE QUALLA 2020 INITIATIVE PRODUCED AN ACTION PLAN TO ADDRESS TOURISM OPPORTUNITIES WHICH IS CURRENTLY IN THE COMMUNITY REVIEW PROCESS. CHA REPORTED IMPROVED NUMBERS, PARTIALLY AS A RESULT OF EXTENDED SEASON FUNDING THROUGH CPF. REVITALIZATION OF CHEROKEE CULTURAL BUSINESS DISTRICTS THE EBCI IS MOVING FORWARD WITH PHASE 3 OF THE STREETSCAPE PROJECT BY BUILDING PARTNERSHIPS AND SECURING APPROVALS FOR EASEMENTS AND PERMITS. THE FOUNDATION EXPECTS CONSTRUCTION OF THE CULTURAL DISTRICT TO MATCH THE HORSESHOE WILL BE UNDERWAY BY 2015. IN 2014, THE ACTION PLAN REGARDING THE CULTURAL DISTRICT UNDERWENT SOME RECONSTRUCTION TO INCORPORATE THE COMMUNITY INPUT. ALSO, THE QUALLA 2020 COMMITTEE DEVELOPED A VISION FOR COMPREHENSIVE DISTRICTING AND DEVELOPED CONCEPTUAL DRAWINGS TO SHARE WITH STAKEHOLDERS CHEROKEE MARKETING THE FOUNDATION HAS SUPPORTED THE COLLECTIVE MARKETING EFFORTS OF ATTRACTIONS AND ORGANIZATIONS KNOWN AS THE GREATER CHEROKEE TOURISM COUNCIL (GCTC) SINCE 2010. THE GCTC IS LED BY EBCI COMMERCE DEPARTMENT AND COMPRISES THE CHEROKEE CULTURAL PARTNERS (CHEROKEE HISTORICAL ASSOCIATION, OPERATING THE UNTO THESE HILLS THEATER AND THE OCONALUFTEE INDIAN VILLAGE; THE MUSEUM OF THE CHEROKEE INDIAN; AND QUALLA ARTS & CRAFTS MUTUAL), SEQUOYAH NATIONAL GOLF CLUB, CHEROKEE CHAMBER OF COMMERCE, EBCI TRANSIT, EBCI FISH AND GAME, EBCI PARKS & RECREATION. IN 2014,REVISIONS TO MARKETING ASSESSMENT WERE COMPLETED, AND THE EBCI UNVEILED ITS NEW WEBSITE. CHEROKEE CULTURAL PARTNERS THE FOUNDATION DESIGNATED A GROUP OF NONPROFIT ORGANIZATIONS WHOSE MISSION IS THE PRESERVATION AND PERPETUATION OF THE CHEROKEE CULTURE AS THE CHEROKEE CULTURAL PARTNERS (CCP). THE CCP CONSISTS OF THE CHEROKEE HISTORICAL ASSOCIATION, THE MUSEUM OF THE CHEROKEE INDIAN, AND QUALLA ARTS & CRAFTS MUTUAL. THE FOUNDATION CONTINUES TO WORK WITH THE CCP ON SEPARATE, BUT RELATED INITIATIVES. IN 2014, THE FOUNDATION WORKED WITH EACH ORGANIZATION IN DIFFERENT PHASES OF TRANSITION. THE MUSEUM OF THE CHEROKEE INDIAN CREATED A NEW 5-10 YEAR BUSINESS PLAN AND IS IN THE PROCESS OF RENOVATING ITS PERMANENT EXHIBIT AND NEW THEATRE. CHEROKEE HISTORICAL ASSOCIATION (CHA) AND THE MUSEUM OF THE CHEROKEE INDIAN WERE FUNDED TO COMPLETE AN ALIGNED BUSINESS PLAN AND CHA COMPLETED ITS NEGOTIATED OPERATING SUPPORT TERM, RESULTING IN PLANS TO EXPAND THE OCONALUFTEE INDIAN VILLAGE SEASON. ALSO IN 2014, CHA AND THE MUSEM PARTICIPATED IN THE QUALLA 2020 INITIATIVE AND EXPLORED HOW TO IMPROVE ATTENDANCE AND SALES. WORKFORCE DEVELOPMENT THE EBCI AND WESTERN NORTH CAROLINA MUST BE PREPARED FOR CURRENT AND FUTURE OPPORTUNITIES IN FIELDS OF TECHNOLOGY, MATHEMATICS, SCIENCE, CLEAN ENERGY AND GREEN BUSINESS. THE FOUNDATION CONTINUES TO PARTNER WITH LEAS TO PREPARE STUDENTS FOR POST-SECONDARY EDUCATION AND CAREER OPPORTUNITIES IN THESE FIELDS TO DIVERSIFY THE REGIONAL WORKFORCE. SEE K-20 EDUCATION & CAREER DEVELOPMENT SECTION FOR THE 2014 HIGHLIGHTS. K-20 EDUCATION & CAREER DEVELOPMENT ALL SCHOOL SYSTEMS IN OUR SERVICE AREA HAVE RECENTLY UNDERGONE SIGNIFICANT BUDGET CUTBACKS, LEADING TO THE NEED FOR NEW FUNDING PARTNERSHIPS. THESE INSTITUTIONS CONTINUE TO WORK WITH CAPACITY BUILDING ORGANIZATIONS SUCH AS WRESA TO COLLECTIVELY PURSUE INFRASTRUCTURE AND TRAINING OPPORTUNITIES. THE FOUNDATION ALSO CONTINUES TO SUPPORT LEA'S EFFORTS TO PARTNER WITH REGIONAL HIGHER EDUCATION INSTITUTIONS, WHILE CHEROKEE CENTRAL SCHOOLS CONTINUE TO BE A PRIORITY SITE FOR PROGRAM INCUBATION. IN 2014, WRESA HELD THE APPALACHIAN WAVES TEACHER WORKSHOP AT CHEROKEE MIDDLE SCHOOL FOR GRADES 6TH-8TH. SCIENCE KITS FOR AREA SCHOOLS WERE FUNDED AND ARE NOW BEING UTILIZED WHILE SOME LEA'S HAVE ACQUIRED STEM COORDINATORS. FINANCIAL EDUCATION FINANCIAL EDUCATION PARTNERS CONTINUE TO MEET EVERY THREE MONTHS TO SHARE PROJECTS AND COLLABORATE ON SIMILAR OPPORTUNITIES. IN 2014, THEY ATTENDED A PERSONAL CREDIT COUNSELOR'S COURSE, LEADING TO CREDIT TRAINER CERTIFICATION. ALSO IN 2014, QUALLA FINANCIAL FREEDOM SET OUT TO HIRE A NEW MANAGER AND AN ANNUAL MONEY MOSH TRAINING WAS HELD. ENVIRONMENTAL PRESERVATION REVITALIZATION OF TRADITIONAL CHEROKEE ARTISAN RESOURCES (RTCAR) ESTABLISHED IN 2005, RTCAR WAS THE FOUNDATION'S FIRST ENVIRONMENTAL INITIATIVE AND CONTINUES TO PRODUCE ESSENTIAL TOOLS FOR CULTURAL AND ENVIRONMENTAL PURPOSES. IN 2014, RTCAR CONTINUED ITS RIVER CANE RESTORATION PROGRESSING AT THE WELCH FARM IN ANDREWS AND THE CHATTOOGA TOWN SITE IN THE SUMTER NATIONAL FOREST WHILE THE NC WILDLIFE COMMISSION INCORPORATED RIVER CANE ON WILDLIFE RESERVES. THE ROOTS OF WISDOM EXHIBITION OPENED, FEATURING THE CHEROKEES' RELATIONSHIP TO RIVER CANE. PLOTS TO TEST THE SUSTAINABLE HARVESTING OF RAMPS WERE ESTABLISHED AND THE INITIAL HARVEST PERFORMED. RTCAR WELCOMED CONTINUED FUNDING OF THE ENERGY MANAGER POSITION, WHICH IS BECOMING INCREMENTALLY SELF-SUSTAINING. AN IMPORTANT COMPONENT OF THIS POSITION IS THE DEVELOPMENT OF A LARGE-SCALE ENERGY AUDIT FOR THE EBCI. RTCAR ALSO COORDINATED TWO SENIOR THESIS RIVER CANE PROJECTS AT WARREN WILSON. IN ADDITION, THE CANE POPULATION AT COWEE MOUND MULTIPLIED FOURFOLD SINCE 2007. THERE WERE ALSO SEVERAL WORKSHOPS HELD THAT WERE ATTENDED BY DOZENS OF PARTICIPANTS. WESTERN NORTH CAROLINA SEVEN COUNTY REGIONAL INITIATIVES WNC EDUCATIONAL NETWORK (WNC EDNET), AN AFFILIATE OF THE WESTERN REGION EDUCATION SERVICE ALLIANCE (WRESA), CONTINUES TO WORK WITH TEACHERS AND STUDENTS IN THE APPLICATION OF TECHNOLOGY IN SCHOOLS ACROSS WESTERN NORTH CAROLINA. THE FOUNDATION WILL BE DISCONTINUING ITS SUPPORT OF THE WIDE AREA NETWORK (WAN) ENGINEER, AND MOVING TOWARD THE IMPLEMENTATION OF THE STEM-E FRAMEWORK DEVELOPED WITH DISTRICTS FROM ACROSS THE REGION. THE FOUNDATION WILL SUPPORT REGIONAL EFFORTS TO DEVELOP WORKFORCE THROUGH EDUCATIONAL PROGRAMMING THAT ADDRESSES THE NEED FOR A SKILLED AND CREATIVE WORKFORCE. IN 2014, TEACHERS FROM ACROSS THE REGION PARTICIPATED IN SUMMER TRAINING HELD AT CHEROKEE CENTRAL SCHOOLS(CCS). IN ADDITION, THE STAC CONFERENCE WAS HELD AT CCS. WRESA IS NOW IMPLEMENTING SCIENCE KITS AND CURRICULUM TO REGIONAL LEAS THAT WILL LATER BE HOUSED AT CCS. REGIONAL PARTNERSHIP THE REGIONAL FUNDING PARTNERS OF WNC NONPROFIT PATHWAYS - THE FOUNDATION, THE COMMUNITY FOUNDATION OF WNC, MISSION HEALTHCARE FOUNDATION AND THE UNITED WAY OF ASHEVILLE AND BUNCOMBE COUNTY, HAVE SEEN THE INITIAL RESULTS OF A MORE INTENTIONAL AND IN-DEPTH FOCUS ON CAPACITY BUILDING EFFORTS FOR THE 18 COUNTY AREAS, WITH MORE EMPHASIZES ON THE QUALLA BOUNDARY AND THE SEVEN WESTERNMOST COUNTIES. THE FOUNDATION RECENTLY HELD A CONVENING WITH ALL WNC NONPROFIT PATHWAYS FUNDERS TO MEET ON THE FUTURE OF WNC NONPROFIT PATHWAYS. IN 2014, A DEFINED OUTREACH PLAN FOR PATHWAYS' WORK IN THE FAR WEST WITH NEW LEADERSHIP AT PATHWAYS WAS DEVELOPED AND THE FOUNDATION HOSTED NEW LEADERSHIP TO DISCUSS THE VISION FOR PARTNERSHIP. THERE WAS A REVIEW OF THE PATHWAYS' GRANT APPLICATION, WHILE THE WNC NONPROFIT PATHWAYS STEERING COMMITTEE APPROVED A LEADERSHIP TRANSITION FRAMEWORK. UPDATE ON KEY INITIATIVES: OPPORTUNISTIC GRANT MAKING
FORM 990, PART III, LINE 4A	FOUNDATION CONVENING/PARTNERSHIP THE FOUNDATION UTILIZES ITS NETWORK OF GRANT MAKERS AND OTHER FUNDERS IN LEVERAGING SUPPORT OF ITS SERVICE AREAS, AND SEEKS TO ADDRESS THE NEEDS AND CONCERNS OF ITS GRANTEE PARTNERS THROUGH COLLABORATIVE EFFORTS WITH THIS NETWORK AND OTHER NATIONAL RESOURCES. IN 2014, THERE WERE INITIAL TALKS WITH THE NORTH CAROLINA NETWORK OF GRANTMAKERS ABOUT PARTNERING ON A "FOUNDATION FAIR" IN THE FAR WEST IN 2015. THE PURPOSE WOULD BE TO CONNECT POTENTIAL FUNDERS TO REGIONAL NONPROFITS. NC NETWORK OF GRANTMAKERS IS INTERESTED, AND DISCUSSIONS ARE CONTINUING. ALSO, DEVELOPMENT OF A PARTNERSHIP PLAN WITH INSTITUTE FOR EMERGING ISSUES FOR FAR WEST OUTREACH BEGAN. EMERGING OPPORTUNITIES ASSESSMENT THE FOUNDATION HAS BEGUN DEVELOPMENT OF A SERIES OF ASSESSMENT TOOLS TO BOTH INFORM OUR GRANT MAKING AND INCREASE OUR PARTNERS' ABILITIES TO BETTER EVALUATE THEIR IMPACT, GROWTH, AND POTENTIAL. ASSESSMENTS WERE INITIATED FOR GRANTEE PERCEPTION, CHEROKEE LANGUAGE ACQUISITION, FOUNDATION LEADERSHIP PROGRAMS, THE GCTC MARKETING INITIATIVE, AND RTCAR'S TEN YEARS REVIEW OF THE INITIATIVE. FROM THE GRANTEE PERCEPTION SURVEY, OPPORTUNITIES WERE PRIORITIZED AND THE ADVANCEMENT OF MORE ACTION STEPS PLANNED. ALSO IN 2014, THE FIRST LEVEL (OF 10) CHEROKEE LANGUAGE ASSESSMENT TOOL WAS COMPLETED. NINETEEN TEACHERS AND ASSISTANTS FROM NEW KITUWAH ACADEMY WERE ASSESSED, AS WELL AS 50 YOUTH FROM THE CHEROKEE SCHOOLS SUMMER CULTURE AND LANGUAGE CAMP. FINDINGS FROM THIS INITIAL EFFORT SUGGEST THE NEED TO BROADEN VOCABULARY BEYOND SIMPLE NOUNS, AND THE IMPORTANCE OF CONTINUOUS INSTRUCTION AND USE OF THE LANGUAGE. A LEADERSHIP DEVELOPMENT ASSESSMENT TOOL THAT FOCUSES ON SHORT-TERM IMPACT ON PARTICIPANTS WAS COMPLETED. THE SELF-ASSESSMENT WAS IMPLEMENTED BY THE COSTA RICA ECO-STUDY TOUR IN 2014, AND THE OTHER LEADERSHIP PROGRAMS WILL IMPLEMENT THE TOOL IN 2015. A COMPREHENSIVE DRAFT MARKETING ASSESSMENT WAS COMPLETED WITH THE FINAL REPORT EXPECTED IN DECEMBER, 2014. ALSO EXPECTED IN DECEMBER, RTCAR'S TEN YEAR REVIEW WAS DRAFTED IN 2014. IN ADDITION, PLANNING BEGAN FOR THE 2016 STRATEGIC PLANNING PROCESS AND THE FIRST ROUND OF THE FOUNDATION'S FINANCIAL SUSTAINABILITY ASSESSMENT, INCLUDING RECOMMENDATIONS FOR EXECUTIVE AND BOARD REVIEW, WAS COMPLETED.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2013

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