TY 2016 Form 990

- 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.
right arrow

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

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2019

Open to Public
Inspection

Name of the organization

CHEROKEE PRESERVATION FOUNDATION

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 12, 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 (Form 990 or 990-EZ).)

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 agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

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 in lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

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

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

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

Cat. No. 11285F

Schedule A (Form 990 or 990-EZ) 2019

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 failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2015	(b) 2016	(c) 2017	(d) 2018	(e) 2019	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..	7,502,514	7,500,925	7,501,221	7,500,000	7,500,000	37,504,660
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	7,502,514	7,500,925	7,501,221	7,500,000	7,500,000	37,504,660
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)..						6,713,874
6	Public support. Subtract line 5 from line 4.						30,790,786

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2015	(b) 2016	(c) 2017	(d) 2018	(e) 2019	(f) Total
7	Amounts from line 4..	7,502,514	7,500,925	7,501,221	7,500,000	7,500,000	37,504,660
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	557,518	563,009	668,745	6,855	5,523	1,801,650
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.)..
11	Total support. Add lines 7 through 10						39,306,310

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 section 501(c)(3) organization, check this box and stop here........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2019 (line 6, column (f) divided by line 11, column (f)) .........

78.340 %

Public support percentage for 2018 Schedule A, Part II, line 14 ...............

94.540 %

16a

33 1/3% support test—2019. 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—2018. 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—2019. 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 VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization ..................................................... right arrow

10%-facts-and-circumstances test—2018. 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 VI 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) 2019

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 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) 2015	(b) 2016	(c) 2017	(d) 2018	(e) 2019	(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) 2015	(b) 2016	(c) 2017	(d) 2018	(e) 2019	(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.)..

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

Section C. Computation of Public Support Percentage

Public support percentage for 2019 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2018 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2019 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2018 Schedule A, Part III, line 17 .............

19a

331/3% support tests—2019. 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—2018. 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) 2019

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 12a or 12b in Part I, answer (b) and (c) below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990 or 990-EZ) 2019

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?

11a

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

11b

A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer (a) and (b) below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer (a) and (b) below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990 or 990-EZ) 2019

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
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)
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):
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

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990 or 990-EZ) 2019

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

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 2019 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-2019	(iii) Distributable Amount for 2019
1 Distributable amount for 2019 from Section C, line 6
2 Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2019:
a From 2014.......
b From 2015.......
c From 2016.......
d From 2017.......
e From 2018.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2019 distributable amount
i Carryover from 2014 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.
4Distributions for 2019 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2019 distributable amount
c Remainder. Subtract lines 4a and 4b from 4.
5 Remaining underdistributions for years prior to 2019, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2019. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2020. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2015.....
b Excess from 2016.....
c Excess from 2017.....
d Excess from 2018.....
e Excess from 2019.....

Schedule A (Form 990 or 990-EZ) (2019)

Schedule A (Form 990 or 990-EZ) 2019

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation

Schedule A (Form 990 or 990-EZ) 2019

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.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2019

Name of the organization

CHEROKEE PRESERVATION FOUNDATION

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, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) 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), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions 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 an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 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 an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled 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. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2019)

Schedule B (Form 990, 990-EZ, or 990-PF) (2019) Page 2

Name of organization CHEROKEE PRESERVATION FOUNDATION

Part I Contributors	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	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) (2019)

Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Page 3

Name of organization CHEROKEE PRESERVATION FOUNDATION		Employer identification number 56-2272253

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) (2019)

Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Page 4


Name of organization CHEROKEE PRESERVATION FOUNDATION			Employer identification number 56-2272253
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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.) $ 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) (2019)

Additional Data

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SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on 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

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2019

Open to Public Inspection

Name of the organization

CHEROKEE PRESERVATION FOUNDATION

Employer identification number

56-2272253

Part I

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

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of 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" on 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 7/25/06, 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, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, handling of violations, 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" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB 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 FASB 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)

Revenue included on 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 FASB ASC 958 relating to these items:

Revenue included on 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) 2019

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" on 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


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
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, for escrow or custodial account liability? ...

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" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....	22,818,803	20,544,583	19,773,104	15,884,908	13,350,923
b	Contributions ...			783,000	2,096,000	611,000
c	Net investment earnings, gains, and losses	2,569,958	2,274,220	-11,521	1,792,196	1,922,985
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....
g	End of year balance ......	25,388,761	22,818,803	20,544,583	19,773,104	15,884,908

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

Board designated or quasi-endowment SchDMd Bullet

Permanent endowment SchDMd Bullet

Term endowment SchDMd Bullet

The percentages on 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" on 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" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....
b	Buildings ....
c	Leasehold improvements
d	Equipment ....		282,444	161,443	121,001
e	Other .....	25,925	118,011	67,454	76,482
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..					197,483

Schedule D (Form 990) 2019

Page 3

Part VII

InvestmentsOther Securities.
Complete if the organization answered "Yes" on 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........
(3)Other
(B)
(C)
(D)
(E)
(F)
(G)
(H)
(I)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

InvestmentsProgram Related. Complete if the organization answered 'Yes' on 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

(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

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

(a) Description				(b) Book value

(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

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

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

(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
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) 2019

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......		1
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a
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
3	Subtract line 2e from line 1..................		3
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
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......		5

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........		1
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
3	Subtract line 2e from line 1...................		3
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
c	Add lines 4a and 4b.....................		4c
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......		5

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

Schedule D (Form 990) 2019

Additional Data

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Software Version:

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Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

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," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2019

Open to Public
Inspection

Name of the organization
CHEROKEE PRESERVATION FOUNDATION

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 Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on 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 section (if applicable)	(d) Amount of cash grant	(h) Purpose of grant or assistance
(1) AMERICAN INDIAN SCIENCE AND ENGINEERING SOCIETY 4263 MONTGOMERY ALBUQUERQUE,NM87106	73-1023474	501C3	71,793	WORKFORCE DEVELOPMENT
(2) ASHEVILLE ART MUSUEM PO BOX 1717 ASHEVILLE,NC28806	56-6060776	501C3	15,440	CULTURAL PRESERVATION
(3) FRIENDS OF THE GSMNP PO BOX 3179 ASHEVILLE,NC28802	62-1564782	501C3	106,800	ENVIRONMENTAL PRESERVATION
(4) CHEROKEE BOYS CLUB PO BOX 507 CHEROKEE,NC28719	56-0819154	501C3	139,535	CULTURAL PRESERVATION
(5) CHEROKEE BOYS CLUB PO BOX 507 CHEROKEE,NC28719	56-0819154	501C3	130,900	CULTURAL PRESERVATION
(6) CHEROKEE BOYS CLUB PO BOX 507 CHEROKEE,NC28719	56-0819154	501C3	63,483	WORKFORCE DEVELOPMENT
(7) CHEROKEE BOYS CLUB PO BOX 507 CHEROKEE,NC28719	56-0819154	501C3	207,955	ECONOMIC DEVELOPMENT
(8) CHEROKEE BOYS CLUB PO BOX 507 CHEROKEE,NC28719	56-0819154	501C3	55,748	ECONOMIC DEVELOPMENT
(9) CHEROKEE BOYS CLUB PO BOX 134 CHEROKEE,NC28719	56-0819154	501C3	4,629
(10) CHEROKEE HISTORICAL ASSOCIATION PO BOX 398 ASHEVILLE,NC28802	56-0623957	501C3	344,981	CULTURAL PRESERVATION
(11) EBCI CHEROKEE RECREATION DEPT PO BOX 455 CHEROKEE,NC28719	56-0572090	GOVERNMENTAL	10,000	SUPPORT LACROSS CAMP
(12) EBCI COMMUNICATIONS DEPARTMENT PO BOX 455 CHEROKEE,NC28719	56-0572090	GOVERNMENTAL	15,000
(13) EBCI COMMUNICATIONS DEPARTMENT PO BOX 455 CHEROKEE,NC28719	56-0572090	GOVERNMENTAL	20,000	CULTURAL PRESERVATION
(14) EBCI DIVISION OF COMMERCE PO BOX 460 CHEROKEE,NC28719	56-0572090	GOVERNMENTAL	883,000	ECONOMIC DEVELOPMENT
(15) EBCI TRIBAL HISTORIC PRESERVATION O PO BOX 455 CHEROKEE,NC28719	56-0572090	GOVERNMENTAL	11,711	CULTURAL PRESERVATION
(16) EBCI ENTERPRISE DEVELOPMENT PO BOX 460 CHEROKEE,NC28719	56-0572090	GOVERNMENTAL	18,932	ECONOMIC DEVELOPMENT
(17) EBCI NATURAL RESOURCES PO BOX 1747 CHEROKEE,NC28719	56-0572090	GOVERNMENTAL	145,000	CULTURAL PERSERVATION
(18) FOOTKMOOT-NORTH CAROLINA INTERNTL FOLK FESTIVAL PO BOX 658 WAYNESVILLE,NC28786	56-1369199	501C3	19,700	CULTURAL PRESERVATION
(19) GRAHAM REVITALIZATION ECONOMIC ACTION TEAM PO BOX 1209 ROBBINSVILLE,NC28771	11-3780559	501C3	8,690	ENVIRONMENTAL PRESERVATION
(20) HIGHLANDS BIOLOGICAL STATION PO BOX 580 HIGHLANDS,NC28741	56-0634513	501C3	19,000	ENVIRONMENTAL PRESERVATION
(21) MAINSPRING CONSERVATION TRUST PO BOX 1148 FRANKLIN,NC28744	56-2142199	501C3	10,000	ENVIRONMENTAL PRESERVATION
(22) MAINSPRING CONSERVATION TRUST PO BOX 1148 FRANKLIN,NC28744	56-2142199	501C3	303,600	CULTURAL PRESERVATION
(23) NORTH CAROLINA SYMPHONY INC 3700 GLENWOOD AVE DURHAM,NC27713	56-0556755	501C3	169,165	CULTURAL PRESERVATION
(24) QUALLA ARTS & CRAFTS MUTUAL PO BOX 310 CHEROKEE,NC28719	27-0758806	501C3	20,000	CULTURAL PRESERVATION
(25) CHEROKEE HISTORICAL ASSOCIATION PO BOX 398 CHEROKEE,NC28719	56-0623957	501C3	513,600	ECONOMIC DEVELOPMENT
(26) REVITALIZATION TRADITIONAL CHEROKEE ARTISAN RESOURCES NC STATE UNIVERSI RALEIGH,NC27695	56-6000756	GOVERNMENTAL	99,062	ENVIRONMENTAL PRESERVATION
(27) SEQUOYAH BIRTHPLACE MUSEUM PO BOX 69 VONORE,TN37885	56-0944327	501C3	20,000	CULTURAL PRESERVATION
(28) SNOWBIRD & CHEROKEE COUNTY SERVICES EBCI PO BOX 455 CHEROKEE,NC28719	56-0572090	GOVERNMENT	70,115	CULTURAL PRESERVATION
(29) STECOAH VALLEY ARTS CRAFTS AND EDUCATIONAL CENTER INC ROBBINSVILLE,NC28771	59-1935344	501C3	10,000	CULTURAL PRESERVATION
(30) WESTERN REGION EDUCATION SERVICE ALLIANCE 10C YORKSHIRE ST ASHEVILLE,NC28803	56-0896753	501C3	341,550	WORKFORCE DEVELOPMENT
(31) WESTERN CAROLINA UNIVERSITY 101 MCKEE BLDG CULLOWHEE,NC28723	26-0758806	GOVERNMENTAL	45,267	ENVIRONMENTAL PRESERVATION
(32) WESTERN CAROLINA UNIVERSITY 1 UNIVERSITY WAY CULLOWHEE,NC28723	56-6001440	GOVERNMENTAL	8,000	CULTURAL PRESERVATION
(33) WCUCHEROKEE STUDIES PO BOX 310 CHEROKEE,NC28719	26-0758806	GOVERNMENTAL	30,250	CULTURAL PRESERVATION
(34) SWAIN ARTS CENTER-HIGH SCHOOL 1415 FONTANA RD BRYSON CITY,NC28713	56-6001118	501C3	8,000	ENVIRONMENTAL PRESERVATION
(35) THE RAY KINSLAND LEADERSHIP-CBC INSTITUTE PO BOX 504 CHEROKEE,NC28719	56-0819154	501C3	12,537	CULTURAL PRESERVATION
(36) THE RAVEN ROCK DANCERS-CPF PO BOX 498 CHEROKEE,NC28719	56-2272253	501C3	1,550	CULTURAL PRESERVATION
(37) WNC NONPROFIT PATHWAYS 4 VANERBILT PARD DR STE 240 ASHEVILLE,NC28803	56-1223384	501C3	85,450	ECONOMIC DEVELOPMENT
(38) CHATTOOGA CONSERVANCY 8 SEQUOIA HILLS LANE CLAYTON,GA30525	58-2121969	501C3	7,500	ENVIRONMENTAL PRESERVATION
(39) BRENT CREEK INSTITUTE 100 FREDERICK LAW OLMSTEAD WAY ASHEVILLE,NC28806	56-1712237	501C3	40,885	ENVIRONMENTAL PERSERVATION
(40) CHEROKEE BOYS CLUB PO BOX 507 CHEROKEE,NC28719	56-0819154	501C3	22,278
(41) CHEROKEE BOYS CLUB PO BOX 507 CHEROKEE,NC28719	56-0819154	501C3	63,907
(42) CHEROKEE BOYS CLUB PO BOX 507 CHEROKEE,NC28719	56-0819154	501C3	284,823
(43) CHEROKEE BOYS CLUB PO BOX 507 CHEROKEE,NC28719	56-0819154	501C3	328,453	CULTURAL PRESERVATION
(44) CHEROKEE BOYS CLUB PO BOX 507 CHEROKEE,NC28719	56-0819154	501C3	156,500	ECONOMIC DEVELOPMENT
(45) CHEROKEE BOYS CLUB PO BOX 507 CHEROKEE,NC28719	56-0819154	501C3	633,123	ECONOMIC AND WORKFORCE DEVELOPMENT
(46) THE SEQUOYAH FUND PO BOX 1200 CHEROKEE,NC28719	31-1619784	501C3	400,000	ECONOMIC DEVELOPMENT
(47) SNOWBIRD CHEROKEE TRADITIONS CORP 331 JACKSON BRANCH ROAD ROBBINSVILLE,NC28771	32-0452110	501C3	37,203	CULTURAL PRESERVATION
(48) CHEROKEE BOYS CLUB PO BOX 507 CHEROKEE,NC28719	56-0819154	501C3	206,561	CULTURAL PRESERVATION
(49) MUSEUM OF CHEROKEE INDIAN PO BOX 1599 CHEROKEE,NC28719	56-0944327	501C3	373,471	CULTURAL PRESERVATION
(50) CHEROKEE BOYS CLUB PO BOX 507 CHEROKEE,NC28719	56-0819154	501C3	107,571	CULTURAL PRESERVATION
(51) CHEROKEE BOYS CLUB PO BOX 507 CHEROKEE,NC28719	56-0819154	501C3	24,725	CULTURAL PRESERVATION
(52) EBCIKITUAWAH PRESERVATION & EDU PO BOX 455 CHEROKEE,NC28719	56-0572090	GOVERNMENTAL	217,800	CULTURAL PRESERVATION
(53) SOUTHERN COMMISSION 125 BONNIE LANE SYLVA,NC28779	56-0896753	501C3	20,000	ECONOMIC AND WORKFORCE DEVELOPMENT
(54) CHEROKEE BOYS CLUB PO BOX 507 CHEROKEE,NC28719	56-0819154	501C3	17,448	ENVIRONMENTAL PRESERVATION
(55) TRAIL OF TEARS ASSOCIATION PO BOX 329 WEBBERS FALLS,OK74470	43-1662964	501C3	7,193	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) 2019

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on 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	(d) Amount of noncash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of noncash assistance

(1)
(2)
(3)
(4)
(5)
(6)
(7)

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

Monitoring procedures (Part I, line 2)

SCHEDULE 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 ELIGIBLILITY 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.

Additional Information for Schedule I

SCHEDULE I, PART II:RECIPIENT ORGANIZATIONS OF CERTAIN GRANTS AND ASSISTANCE HAVE A CERTAIN RELATIONSHIP WITH THE FOUNDATIONS--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 EXEMT 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; CONTINUE: SCHEDULE I, PART II: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 VOITING ON DECISIONS REGARDING THE ORGANIZATIONS THEY REPRESENT.THIS LIST CONTAINS PAST AND PRESENT GRANT RECIPIENTS TOWHIC CURRENT DIRECTORS OF THE FOUNDATION (AT THE TIME OF THE GRANT) SERVED ON THE GOVERNING BODY.

Schedule I (Form 990) 2019

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 990-EZ or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2019

Open to Public
Inspection

Name of the organization

CHEROKEE PRESERVATION FOUNDATION

Employer identification number

56-2272253

Return Reference	Explanation
Officer directors etc family relationship Part VI line 2	EXECUTIVE DIRECTOR, BOBBY RAINES, AND EMPLOYEE, DANIEL MARTIN, HAVE A BUSINESS RELATIONSHIP THAT BEGAN IN 2015 BEFORE BOBBY RAINES BECAME EXECUTIVE DIRECTOR. NO CPF MONIES HAVE BEEN GRANTED TO THIS BUSINESS AND NO ISSUES OR CHALLENGES HAVE BEEN FOUND WITH THIS BUSINESS RELATIONSHIP.
Member election for additional members Part VI line 7a	FORM 990, PART VI, SECTION A, LINE 7A:THE GOVERNOR OF THE STATE OF NORTH CAROLINA APPOINTS THE FOUNDATIONS 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 governing body review Part VI line 11	THE AUDIT/INVESTMENT COMMITTEE REVIEW 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.
CEO executive director top management comp Part VI line 15a	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 BENFITS 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.
Other officer or key employee compensation Part VI line 15b	AS WITH EXECUTIVE OFFICERS, AND CEO, THE SAME POLICY IS USED FOR ALL EMPLOYEES: 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 availability to public Part VI line 18	PHOTO COPIES OF THE FORM 990 ARE AVAILABLE UPON REQUEST AT THE ORGANIZATIONS ADMINISTRATIVE OFFICE. IN ADDITION, RECENT FILINGS OF THE FORM 990 ARE AVAILABLE ONLINE AT WWW.GUIDESTAR.ORG
Governing documents etc available to public Part VI 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.
Audited by an independent accountant Part XII line 2b	THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
General explanation attachment	PART V, LINE 4:THE ENDOWMENT FUND REPRESENTS AMOUNTS SET ASIDE IN A LONG-TERM INVESMENTS FUND. THE OBJECTIVE OF THE FUND IS TO EMPHASIZE LONG-TERM GROWTH OF CAPITAL AND TO BUILD A CORPUS THAT WILL HELP SUSTAIN THE FOUNDATIONS 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. FORM 990, SCHEDULE I, PART IIGRANTS ARE PRESENTED BY TYPE THEN RECIPIENT FOR THE YEAR. IN SOME CASES, A RECIPIENT WILL BE PRESENTED MULTIPLE TIME ON SCHEDULE I. FORM 990, PART III, LINE 4ASTATEMENT OF PROGRAM ACCOMPLISHMENTS:THE MISSION OF THE CHEROKEE PRESERVATION FOUNDATION (CPF) IS TO INCREASE THE QUALITY OF LIFE OF THE EASTERN BAND OF CHEROKEE INDIANS (EBCI) AND STRENGTHEN THE WESTERN NORTH CAROLINA REGION. CPF ACCOMPLISHES 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 WESTERN MOST COUNTIES OF NORTH CAROLINA.IN ADDITIION, WE BRING TOGETHER GROUPS WITH COMMON INTERST 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 ORGANIZATIONSTO INVEST IN PROJECTS AND GROUPS IN WESTERN NORTH CAROLINA, BUILDING THE CAPACITY OF NONPROFITS ON THE QUALLA BOUNDARY (THE EBCIS HOMELAND) AND THE SURROUNDING REGION.DURING TWO GRANT FUNDING CYCLES IN FISCAL YEAR 2017, THE BOARD APPROVED 55 GRANTS AND LEADERSHIP AWARDS TOTALING $6,964,444.STATEGIC INITIATIVES-IN ADDITION TO MAKING HIGH-QUALITY, ONE-YEAR GRANTS, THE FOUNDATION PURSUES GRANT MAKING OPPORTUNITIES WHERE INVESTMEST 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 FOUNDATIONS MULTI-YEAR PROGRAMMING ACTIVITIES:CULTURAL PRESERVATIONCHEROKEE LANGUAGE INITIATIVETHE CHEROKEE LANGUAGE REVITALIZATION INITIATIVE, ONE OF THE CPFS MOST RECOGNIZABLE CULTURAL PRESERVATION EFFORTS, EXEMPLIFIES A COMMUNITY-BASED APPROACH TO COLLABORATIVE PROBLEM SOLVING. WITH OVER 14 YEARS OF SUPPORT FROM THE FOUNDATION, THE PARTNERS CONTINUE TO TAKE STATEGIC ACTIONS TOWARD PROGRESS. IN 2017, THE FOUNDATION CONTINUED TO SUSTAIN THESE EFFORTS BY COLLABORATION WITH APPLIED IMAGE SOLUTIONS TO CREATE LEVEL TWO OF THE CHEROKEE LANGUAGE APP WHILE ALSO ADDING TO THE ONLINE DATABASE. IN 2017 KPEP IS PREPARING FOR YEAR ONE OF THEIR ADULT IMMERSION PROGRAM. LEADERSHIP AND CIVIC PARTICIPATIONTIMES OF CHANGE ARE TIMES OF OPPORTUNITY, BUT ONLY IF WE ARE SECURE IN OUR IDENTITY AND LEADERSHIP SKILLS. THE EMERGENCE OF A SOLID LEADERSHIP BASE IS ESSENTIAL IN MAINTAINING A SUSTAINABLE COMMUNITY. TO HELP THE CHEROKEE TRIBE DEVELOP NEW LEADERS, THE FOUNDATION HAS DEVELOPED A PROGRESSION OF LEADERSHIP PROGRAMMING, FOR YOUTH AND ADULT EBCI MEMBERS. THE GOAL OF THESE CULTURAL-BASED LEADERSHIP INITIATIVES IS TO PRODUCE A SELFLESS, GIVING GENERATION, GROUNDED IN TRADITIONAL CHEROKEE VALUES, THAT POSSESS THE CONTEMPORARY LEADERSHIP SKILLS. IN 2017 CPF START A COLLABORATIVE PROJECT WITH THE CHEROKEE BOYS CLUB, TO MAXIMIZE ON THE POTENTIAL OF THE EXISTING LEADERSHIP PROGRAMS - CHEROKEE YOUTH COUNCIL, JONES-BOWMAN LEADERSHIP AWARD PROGRAM, AND RIGHT PATH. CHEROKEE YOUTH LEADERSHIP - THE CHEROKEE YOUTH COUNCILS (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. IN 2017, THE CYC PROVIDED YOUTH WITH THE OPPORTUNITY TO IDENTIFY, DEVELOP, AND ASSESS PROJECTS THAT DIRECTLY IMPACTED THE CHEROKEE COMMUNITY. APPROXIMATELY FORTY YOUTH PARTICIPATE IN BIWEEKLY MEETINGS TO PLAN AND IMPLEMENT PROJECTS. THESE PROJECTS HAVE FOCUSED ON ENVIRONMENTAL PRESERVATION, YOUTH EDUCATIONAL ACTIVITIES, AND CREATING PUBLIC AWARENESS ON TEEN PREGNANCY AND BULLYING ISSUES. IN 2017 CYC WORKED ON GA-DU-GI EARTH DAY EVENT AND MEMBERS ATTENDED UNITY CONFERENCE. CULTURAL EXCHANGE PROGRAM - IN 2017 SIX MEMBERS OF CYC AND CHAPERONES TRAVELED TO BELLINGHAM, WA FOR THE FIRST DOMESTIC CULTURAL EXCHANGE. THEY LEARNED ABOUT THE LUMMI NATION AND WERE ABLE TO SHARE ABOUT THE CHEROKEE CULTURE. DURING THE TIME OF CULTURAL EXCHANGE, THE LUMMI CELEBRATED THE 72ND STOMMISH WATER FESTIVAL AND OUR YOUTH WERE ABLE TO HELP. A FACEBOOK PAGE CONTINUES TO CONNECT WITH CURRENT AND PREVIOUS COHORTS. JONES-BOWMAN LEADERSHIP AWARD PROGRAM - SUCCESSFULLY TRANSITIONED UNDER THE RAY KINSLAND LEADERSHIP INSTITUTE IN JANUARY 2017. THE MID-YEAR MEETING WAS HELD WHERE FELLOWS REPORTED ON THEIR PREVIOUS SEMESTER, THEIR UPCOMING SEMESTER AND WORKED ON THEIR GENEALOGY CHARTS. THE PROGRAM SUCCESSFULLY SECURED SPOTS FOR FOUR CHEROKEE YOUTH COUNCIL MEMBER TO ATTEND THE 2017 REGIONAL AISES CONFERENCE, JONES-BOWMAN FELLOWS COMPLETED THEIR GROUP PROJECT. THE FELLOWS RAISED MONEY AND PURCHASED BACK PACKS AND ITEMS TO DONATE TO EBCI PHHS PROGRAMS FOR CHILDREN TAKEN FROM THEIR HOME IN EMERGENCY SITUATIONS. CHEROKEE DAY OF CARING - SINCE SPRING 2015 THIS SPIRIT OF GA-DU-GI (HELPING HANDS) HAS MANY VOLUNTEERS GOING INTO TEN CHEROKEE COMMUNITIES TO HELP A COMMUNITY MEMBER BY DOING VARIOUS JOBS SUCH AS PAINTING, YARD WORK AND MAKING SMALL HOUSE REPAIRS. IN MAY, THE DAY OF CARING IS A COLLABORATIVE PROJECT TO ENHANCE COMMUNITY CIVIC PARTICIPTION BETWEEN THE CHEROKEE PRESERVATION FOUNDATION AND THE EASTERN BANK OF CHEROKEE INDIANS. THE EVENT RECOGNIZES AND HONORS THOSE COMMUNITY MEMBERS THAT PORTRAY THE SENSE OF GA-DU-GI EVERY DAY IN THEIR COMMUNITES. THE DAY OF CARING PROGRAM WILL CONTINUE TO BUILD SUSTAINABILITY BY FORMING NEW PARTNERSHIPS, WHILE ENHANCING CURRENT COLLBORATIVE EFFORTS. 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, WHILE INTRODUCING CONTEMPORARY LEADERSHIP DEVELOPMENT COMPETENCIES. THE PROGRAM INCLUDES OPPORTUNITIES TO LEARN ABOUT CHEROKEE CULTURAL VALUES, SOCIAL SYSTEMS AND GENDER ROLES, LANGUAGE, GOVERNANCE, HEALTHY LIVING AND ARTISTIC EXPRESSION. ALONG WITH THE CULTURAL PROGRAM, RIGHT PATH IS LOCATED AT WESTERN CAROLINA UNIVERSITY AND IS UNDER THE GUIDANCE OF AN EXPERIENCED PROGRAM DIRECTOR. OCTOBER 2017 GRADUATED ITS 4TH CLASS. FORM 990, PART III, LINE 4A - CONTINUEDECONOMIC DEVELOPMENTOVER 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 EBCIS PRINCIPAL CULTURAL ATTRACTIONS THROUGH MARKETING EFFORTS DISTINGUISHING THE QUALLA BOUNDARY AS A HERITAGE DESTINATION AND ATTRACTING VISITORS INTERESTED IN LEARNING ABOUT THE EBCIS HISTORY AND AUTHENTIC CHEROKEE CULTURE. ENTREPRENEURIAL/SMALL BUSINESS DEVELOPMENTEBCI ENTERPRISE DEVELOPMENT WORKS TOGETHER WITH THE SEQUOYAH FUND, A CERTIFIED COMMUNITY DEVELOPMENT FINANCIAL INSTITUTION, TO TRAIN AND DEVELOP ENTREPRENEURS ENABLING THEM TO QUALIFY FOR LOW INTEREST LOANS TO BEGIN THEIR BUSINESS VENTURES OR IMPROVE AN EXISTING BUSINESS. THE GOAL OF THE SEQUOYAH LOAN FUND(SLF)IS TO CAPITALIZE ITS LOAN FUND AT $20 MILLION TO ACHIEVE SUSTAINABLITY OF STAFF AND OPERATING EXPENSES. IN 2016, SLF GAVE 30 LOANS FOR $795,089. 14 OF THOSE LOANS WERE NEW BUSINESS START UP, 6 HOME IMPROVEMENT LOANS. IN 2017 SLF PARTNERED WITH LOCAL ARTISANS TO BUILD THEIR BUSINESS SKILLS WHILE INCREASING THEIR BUYER MARKETS. THE KANANESGI ART MARKET WAS CREATED. TOURISMWHILE CPF AND THE EBCI CONTINUE WORK TO DIVERSIFY BUSINESS AND INDUSTRY ON CHEROKEE LANDS, SINCE THE 1950S, 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-REALATED BUSINESSES AND TO HELP GENERATE NEW ATTRACTIONS THAT CREATE DEMAND FOR RESTAURANTS, LODGING, AND OTHER SERVICE-ORIENTED BUSINESSES, WHICH ALSO CREATES THE TAX BASE FOR EBCI TRIBAL GOVERNMENT REVENUE. THE QUALLA 2020 INNITIATIVE HAS PRODUCED ONE GRANT WHICH WAS RECOMMENDED FOR FUNDING. WORK IS STILL ONGOING AS TO GETTING OTHER ORGANIZATIONS RESPONSIBLE FOR QUALLA ACTION PLANS TO SUBMIT GRANTS FOR THOSE PROJECTS. CHEROKEE HISTORICAL ASSOCIA

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

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2019

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: TO PROTECT, PRESERVE, AND ENHANCE THE OVERALL WELL-BEING OF THE CHEROKEE PEOPLE. TO INCREASE THE QUALITY OF LIFE OF THE EASTERN BAND OF CHEROKEE INDIANS AND STRENGTHEN THE WESTERN NORTH CAROLINA REGION.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	7
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	7
5	Total number of individuals employed in calendar year 2019 (Part V, line 2a) ......	5	11
6	Total number of volunteers (estimate if necessary) .............	6
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 39 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	7,500,000	7,500,000
9	Program service revenue (Part VIII, line 2g) .........		0
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	6,855	5,523
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)		0
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	7,506,855	7,505,523
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	4,060,882	5,589,693
14	Benefits paid to or for members (Part IX, column (A), line 4).....		0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	872,477	577,724
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....		0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	316,322	570,006
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	5,249,681	6,737,423
19	Revenue less expenses. Subtract line 18 from line 12.......	2,257,174	768,100
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	31,013,915	34,859,088
21	Total liabilities (Part X, line 26).............	1,582,889	2,090,004
22	Net assets or fund balances. Subtract line 21 from line 20.....	29,431,026	32,769,084

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 5,973,616 including grants of $ 5,586,564 ) (Revenue $ 7,505,523 )
	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.THE ORGANIZATION MAINTAINS ITS COLLECTION TO HELP PRESERVE CULTURAL ARTWORK FOR FUTURE GENERATIONS TO ENJOY.

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 expenses5,973,616

(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) MARY JANE FERGUSON...................................................................... BOARD MEMBER	1.00 ................. 0.00	X			0	0	0
(2) GIL JACKSON...................................................................... BOARD MEMBER	1.00 ................. 0.00	X			0	0	0
(3) MIKE COOPER...................................................................... BOARD MEMBER	1.00 ................. 0.00	X			0	0	0
(4) KEN BLANKENSHIP...................................................................... BOARD MEMBER	1.00 ................. 0.00	X			0	0	0
(5) DAVID MCKINNON...................................................................... CHEROKEE COUNTY COMMISSIONER	1.00 ................. 0.00	X			0	0	0
(6) RICHIE SNEED...................................................................... EBCI PRINCIPAL CHIEF	1.00 ................. 0.00	X	X		0	0	0
(7) DENNIS BILL TAYLOR...................................................................... BOARD MEMBER	1.00 ................. 0.00	X			0	0	0
(8) BOBBIE RAINES...................................................................... EXECUTIVE DIRECTOR	50.00 ................. 0.00			X	127,771	0	12,777

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	127,771	0	12,777

(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

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 above		1f

g	Noncash contributions included in lines 1a - 1f:$		1g

h Total. Add lines 1a-1f.......		7,500,000

		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 othersimilar amounts) ......			5,523	5,523
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
		(ii) Personal	(i) Real
6a	Gross rents			6a
b	Less: rental expenses			6b
c	Rental income or (loss)			6c
d	Net rental income or (loss).......
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory			7a
b	Less: cost or other basis and sales expenses			7b
c	Gain or (loss)			7c
d	Net gain or (loss).........
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..
Business Code			Miscellaneous Revenue
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......
12	Total revenue. See instructions.....			7,505,523	5,523	0	0

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	5,586,564	5,586,564
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........	3,129	3,129
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	128,072		128,072
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........	364,057	136,834	227,223
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	49,213	13,683	35,530
9	Other employee benefits .......
10	Payroll taxes ...........	36,382	10,358	26,024
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	525		525
c	Accounting ...........	2,575		2,575
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)	108,440	81,330	27,110
12	Advertising and promotion ....
13	Office expenses .......	26,533		26,533
14	Information technology ......	10,819		10,819
15	Royalties ..
16	Occupancy ...........	82,126		82,126
17	Travel ............	89,266	22,517	66,749
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	12,598	12,598
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..
23	Insurance ...	14,233		14,233
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	PROGRAM EXPENSE	20,279	20,279
b	SEVERANCE PAY 2 EMPLOYEES	116,288		116,288
c
d
e	All other expenses	86,324	86,324
25	Total functional expenses. Add lines 1 through 24e	6,737,423	5,973,616	763,807	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).

1	Cash–non-interest-bearing ........			3,638	1
2	Savings and temporary cash investments .........			7,678,138	2	8,715,637
3	Pledges and grants receivable, net ......				3
4	Accounts receivable, net .............			13,921	4
5	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............				8
9	Prepaid expenses and deferred charges ......			327,857	9	300,910
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	426,380
b	Less: accumulated depreciation	10b	228,897	171,558	10c	197,483
11	Investments—publicly traded securities .			22,818,803	11	25,645,058
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 33)...			31,013,915	16	34,859,088

17	Accounts payable and accrued expenses .....	35,603	17	42,994
18	Grants payable ...	1,547,286	18	2,047,010
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 any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			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..	1,582,889	26	2,090,004

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........		27
28	Net assets with donor restrictions ...........		28
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	29,431,026	32	32,769,084
33	Total liabilities and net assets/fund balances ........	31,013,915	33	34,859,088