Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
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Calendar year (or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 1,562,065 | 1,746,245 | 2,405,268 | 1,546,823 | 1,489,410 | 8,749,811 |
| 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 | 1,562,065 | 1,746,245 | 2,405,268 | 1,546,823 | 1,489,410 | 8,749,811 |
| 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).. | 664,000 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 8,085,811 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 1,562,065 | 1,746,245 | 2,405,268 | 1,546,823 | 1,489,410 | 8,749,811 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 28,609 | 28,704 | 32,344 | 31,670 | 32,548 | 153,875 |
| 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 VI.).. | -1,362 | 7,811 | 3,000 | 9,449 | ||
| 11 | Total support. Add lines 7 through 10 | 8,913,135 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (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.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (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 VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2018 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2018 |
(iii) Distributable Amount for 2018 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2018 from Section C, line 6 |
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|
2
Underdistributions, if any, for years prior to 2018 (reasonable cause required-- explain in Part VI). See instructions. |
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| 3 Excess distributions carryover, if any, to 2018: | ||||
| a From 2013....... | ||||
| b From 2014....... | ||||
| c From 2015....... | ||||
| d From 2016....... | ||||
| e From 2017....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2018 distributable amount | ||||
|
i
Carryover from 2013 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2018 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2018 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2018, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2018. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2019. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2014...... | ||||
| b Excess from 2015..... | ||||
| c Excess from 2016..... | ||||
| d Excess from 2017..... | ||||
| e Excess from 2018..... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|---|
| PART II, LINE 10 | OTHER INCOME 9,449 |
| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4A | UNITED WAY OF HENDERSON COUNTY (UWHC) IS IN THE SIXTH YEAR OF HENDERSON COUNTY 2025, A TEN YEAR PLAN TO 1) INCREASE KINDERGARTEN READINESS AND SUPPORT SCHOOL SUCCESS FOR CHILDREN IN POVERTY; 2) IMPROVE FINANCIAL STABILITY AND INCREASE ACCESS TO AFFORDABLE HOUSING; 3) REDUCE OBESITY RATES, AND ENCOURAGE HEALTHY YOUTH BEHAVIORS. THE GOAL IS TO MAKE STEADY ADVANCES BY CREATING SOLUTIONS THAT LEAD TO LASTING CHANGE. UWHC'S TOTAL COMMUNITY INVESTMENT DURING THE 2018-2019 FISCAL YEAR IS OVER 1.64 MILLION. IT NOT ONLY INCLUDES ALLOCATIONS TO 39 COMMUNITY SERVICE PROGRAMS, BUT ALSO DIRECT-PAY DESIGNATIONS FROM DONORS TO COMMUNITY AGENCIES, STRATEGIC INITIATIVES, VOLUNTEER INITIATIVES, UNITED WAY COMMUNITY IMPACT WORK AND SPONSORED PROGRAMS SUCH AS 2-1-1, WOMEN UNITED, RISING LEADERS, AND CHARITY TRACKER. IN ADDITION TO THE 1.64 MILLION COMMUNITY INVESTMENT, UWHC ALSO PROVIDED HIGH-IMPACT SERVICES AND SAVINGS TO PEOPLE IN HENDERSON COUNTY. FAMILYWIZE PRESCRIPTION DISCOUNT CARDS HELPED 2826 LOCAL RESIDENTS WITH AN AVERAGE SAVINGS OF 46% ON PRESCRIPTIONS OR 266,760 SAVED IN PRESCRIPTION COSTS. NC 2-1-1, UNITED WAY'S INFORMATION AND REFERRAL HELPLINE, RESPONDED TO ALMOST 3,000 CALLS FROM HENDERSON COUNTY RESIDENTS AND DIRECTED THEM TO RESOURCES WHERE THEY COULD FIND FOOD, SHELTER, OR HEALTH CARE OR HELP PAYING MORTGAGE, RENT OR UTILITY BILLS. VOLUNTEERS ARE ALSO A TREMENDOUS NON-CASH ASSET. UWHC HAD THE HELP OF OVER 1200 VOLUNTEERS DURING 2018-2019, WHO PROVIDED OVER 7,500 HOURS OR OVER 180,000 WORTH OF VOLUNTEER HOUR VALUE TO IMPROVE THE COMMUNITY. UWHC HOSTS TWO COMMUNITY-WIDE VOLUNTEER EVENTS - DAYS OF CARING AND DAY OF ACTION. DAYS OF CARING WERE HELD IN THE SPRING OF 2019, WITH OVER 400 VOLUNTEERS WORKING ON PROJECTS TO ASSIST AREA NON-PROFITS WITH DIRECT CLIENT SERVICES AS WELL AS FACILITY AND GROUNDS IMPROVEMENTS. ACTIVITIES INCLUDED LANDSCAPING A HABITAT FOR HUMANITY HOME, RENOVATING A PLAYGROUND, AND; PAINTING, ORGANIZING, CLEANING AND GARDENING PROJECTS AT A NUMBER OF AGENCIES; AND SEWING COMFORT PILLOW FOR HOSPICE PATIENTS. THE NATIONAL ASSOCIATION OF LETTER CARRIERS FOOD DRIVE WAS AN ADDITIONAL COMPONENT OF THE DAYS OF CARING, WITH OVER 45,000POUNDS OF NON-PERISHABLE FOOD ITEMS COLLECTED FOR HENDERSON COUNTY RESIDENTS IN NEED. OUR DAY OF ACTION IN AUGUST OF 2018 BROUGHT ANOTHER 600 VOLUNTEERS TOGETHER IN SUPPORT OF OUR LOCAL SCHOOLS. THESE VOLUNTEERS COMPLETED PAINTING, LANDSCAPING, AND CLEANING PROJECTS AT EVERY PUBLIC SCHOOL CAMPUS IN HENDERSON COUNTY. PARTICIPANTS ALSO DONATED 11,000 WORTH OF SCHOOL SUPPLIES FOR STUDENTS IN NEED, AND 1212 POUNDS OF NON-PERISHABLE FOOD TO GO HOME WITH HUNGRY STUDENTS OVER THE WEEKENDS. IN ADDITION TO THE TWO VOLUNTEER EVENTS, UWHC'S ONLINE VOLUNTEER MATCHING PROGRAM, VOLUNTEER HENDO, HAS ASSISTED MANY LOCAL NONPROFIT AGENCIES IN RECRUITING NEEDED VOLUNTEERS. THIS WEB-BASED PROGRAM CONNECTS POTENTIAL VOLUNTEERS WITH ONE-TIME OR ONGOING VOLUNTEER NEEDS AT HENDERSON COUNTY NON-PROFITS. DURING 2018-19, 290 VOLUNTEER OPPORTUNITIES FROM ORGANIZATIONS THROUGHOUT THE COMMUNITY WERE POSTED, AND 752 NEW USERS REGISTERED FOR THE SITE. WOMEN UNITED, A LEADERSHIP GIVING AFFINITY GROUP, HAD A GREAT THIRD YEAR. DURING THE 2018-19 YEAR, MEMBERSHIP GREW TO 80 . THESE WOMEN CONTINUED TO SUPPORT GEM, AN AFTER-SCHOOL OPPORTUNITY FOR AT-RISK FIFTH GRADE GIRLS AT UPWARD ELEMENTARY, A HIGH POVERTY SCHOOL IN HENDERSON COUNTY, AND EXPANDED THE GEM TO AN ADDITIONAL SCHOOL, HILLANDALE ELEMENTARY. THE GEM PROGRAM PROVIDED 28 GIRLS WITH SESSIONS ON CAREER DEVELOPMENT AND SELF-ESTEEM, AS WELL AS BACKPACKS AND SCHOOL SUPPLIES VALUED AT 2,800. THE GROUP ALSO COLLECTED EMERGENCY CLOTHING ITEMS FOR SCHOOL CHILDREN VALUED AT 947, TOYS AND CLOTHING FOR 50 FAMILIES OVER THE HOLIDAYS VALUED AT 5,500, AND HOSTED A SUMMER BOOK DRIVE FOR FOSTER CHILDREN BOOKS VALUED AT 759. IN ADDITION, WOMEN UNITED MADE DONATIONS TO BLUE RIDGE LITERACY COUNCIL (1,500), BLUE RIDGE HEALTH (1,000), BIG BROTHERS BIG SISTERS (1,000) AND HENDERSONVILLE ELEMENTARY (500). UWHC HAS RECEIVED DONATED OFFICE AND MEETING SPACE FROM KIMBERLY-CLARK WHICH HAS BEEN A TREMENDOUS BENEFIT. IN TURN, UWHC, IS ABLE TO PROVIDE LOW COST FACILITIES TO TWO OTHER NON-PROFIT AGENCIES AT OUR FORMER BUILDING AT 722 5TH AVENUE. DURING 2018-2019, BELIEVE CHILD ADVOCACY CENTER AND SMART START RENTED SPACE AT THE 722 5TH AVENUE BUILDING. UWHC RECEIVED SUBSTANTIAL GIFTS IN-KIND VALUED OVER 278,996. THIS COVERED THINGS SUCH AS PRINTING, SUPPLIES AND VARIOUS MEDIA RESOURCES SUCH AS CABLE, NEWSPAPER AND RADIO, ALONG WITH CORPORATE SPONSORSHIPS TOTALING OVER 67,298 WHICH HELP COVER THE COST OF CAMPAIGN, EVENTS AND OPERATIONAL ITEMS. THIS MEANS THAT MORE DOLLARS FROM DONORS GO DIRECTLY TO PROGRAMS AND SERVICES TO THOSE IN NEED. THE RISING LEADERS INITIATIVE IS A UWHC PROGRAM DESIGNED TO DEVELOP THE NEXT GENERATION OF COMMUNITY LEADERS AND BOARD MEMBERS FOR HENDERSON COUNTY NON-PROFIT ORGANIZATIONS. PARTICIPANTS ATTEND AN INTRODUCTORY TEAMBUILDING SESSION AND 6 INFORMATIONAL SESSIONS. THEY ALSO ENJOY A "SPEED-DATING" OPPORTUNITY WITH REPRESENTATIVES FROM LOCAL NON-PROFIT ORGANIZATIONS AS PART OF THEIR GRADUATION. IN 2018-19, NINETEEN RISING LEADERS COMPLETED THE PROGRAM, AND MANY HAVE BEEN RECRUITED TO SERVE ON LOCAL BOARDS. BORN LEARNING TRAIL IS AN EDUCATION ACTIVITY PROGRAM. IT PROMOTES LEARNING IN A FUN AND INTERACTIVE WAY WHILE BOOSTING LANGUAGE, READING, PROBLEM SOLVING AND CRITICAL THINKING SKILLS. IT OFFERS FAMILIES A PLACE TO BE ACTIVE, ELEVATE AWARENESS OF EARLY CHILDHOOD EDUCATION AND BE A VISIBLE SYMBOL OF THE COMMUNITY'S COMMITMENT TO YOUNG CHILDREN. UWHC SUPPORTS TWO BORN LEARNING TRAILS, ONE ON THE OCHLAWAHA GREENWAY, A POPULAR WALKING AND BICYCLING TRAIL FOR LOCAL FAMILIES, AND OUR ORIGINAL BORN LEARNING TRAIL AT MILLS RIVER PARK. CHARITY TRACKER IS A COMMUNITY-WIDE, UWHC SPONSORED INITIATIVE TO ALLOW DIRECT SERVICE NON-PROFITS TO TRACK AND COORDINATE THE SERVICES THEY DELIVER TO INDIVIDUALS AND FAMILIES IN HENDERSON COUNTY. AGENCIES THAT USE THE CHARITY TRACKER SOFTWARE ARE ABLE TO EASILY REFER CLIENTS TO OTHER PARTICIPATING AGENCIES AND SEE WHAT SERVICES CLIENTS HAVE ALREADY USED. IN 2018, THE AGENCIES USING CHARITY TRACKER RECORDED A TOTAL ASSISTANCE VALUE OF 233,128 TO 3,305 HENDERSON COUNTY HOUSEHOLDS. UWHC CO-SPONSORS THE HENDERSON COUNTY YOUTH COUNCIL, A GROUP OF HIGH SCHOOL STUDENTS SELECTED FROM THROUGHOUT HENDERSON COUNTY WHO FOCUS THEIR EFFORTS ON COMMUNITY SERVICE AND SPREADING AWARENESS ABOUT OPIOID AND PRESCRIPTION DRUG ABUSE. UWHC WAS ABLE TO START A LITTLE LIBRARY IN JUNE OF 2019 THANKS TO PUBLIX GENEROUS DONATION OF MATERIALS TO BUILD IT AND AN INITIAL ASSORTMENT OF BOOKS TO FILL IT. IT IS LOCATED AT THE PARK CLOSE TO BOYS AND GIRLS CLUB. UWHC ALSO CONVENES COMMUNITY CONVERSATIONS ON IMPORTANT ISSUES OR WORKS WITH PARTNERS AND AREA-WIDE COLLABORATIONS SUCH AS THE NONPROFIT FORUM, NONPROFIT CEO FORUM, HENDERSON COUNTY PARTNERSHIP FOR HEALTH, EMERGENCY FOOD AND SHELTER PROGRAM (EFSP) SECURING A GRANT FOR 19,725, ONTRACK WITH THE SECURE MATCH SAVINGS PROGRAM, HENDERSON COUNTY HOMELESS COALITION, HENDERSON COUNTY HEALTH DEPARTMENT COMMUNITY HEALTH ASSESSMENT ACTION TEAMS (OBESITY, SUBSTANCE ABUSE, AFFORDABLE HOUSING) AND THE BEHAVIORAL HEALTH SUMMIT. UWHC'S EXECUTIVE DIRECTOR ALSO SERVES ON THE BOARD OF UNITED WAY OF NORTH CAROLINA. THESE ITEMS ARE AN OVERVIEW OF THE VARIOUS OUTREACH AND NON-TANGIBLE ITEMS THAT HENDERSON COUNTY UNITED WAY OFFERS TO THE COMMUNITY IN CONJUNCTION WITH, AND IN ADDITION TO FUNDS PROVIDED TO PROGRAMS, INITIATIVES AND AGENCIES TO IMPROVE THE LIVES OF HENDERSON COUNTY RESIDENTS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE RETURN WAS PREPARED BY AN INDEPENDENT ACCOUNTANT WITH ASSISTANCE AND OVERSIGHT FROM MANAGEMENT. A COPY OF THE FORM 990 WAS PROVIDED TO THE ENTIRE BOARD PRIOR TO THE FILING DATE. THE RETURN WAS PRESENTED AT THE BOARD MEETING BY THE AUDITING FIRM AND THE INDEPENDENT ACCOUNTANT. AFTER BOARD REVIEW THE 990 WAS FILED. |
| FORM 990, PAGE 6, PART VI, LINE 12C | A NEW CONFLICT OF INTEREST DOCUMENT IS PRESENTED TO EACH BOARD MEMBER AT THE BEGINNING OF EACH BOARD YEAR. IT IS SIGNED AND SUBMITTED BY EACH MEMBER. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE ORGANIZATION FOLLOWS THE PROCESS DESCRIBED IN REGULATION SEC 53.4958 (6)(C) FOR ESTABLISING THE REBUTTABLE PRESUMPTION OF REASONABLENESS IN THE DETERMINATION OF THE EXCEUTIVE DIRECTOR'S COMPENSATION. |
| FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE ADMINISTRATIVE OFFICE. THE FORM 990 IS POSTED ON OUR WEBSITE, GUIDESTAR AND AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9 | DESIGNATED DONATIONS -383,352 DESIGNATED DONATIONS 383,352 |
| Software ID: | |
| Software Version: |