2024-06-18T10:36:06-05:00 2023-12-31 561706742 DAVIDSON HOLLAND WHITESELL & CO PLLC 209 13TH AVE PLACE NW SUITE 200 HICKORY NC 28601 990 2023-01-01 753140786 CAROLINA CARING FOUNDATION INC CARO 8284660466 3975 ROBINSON ROAD NEWTON NC 28658 DANA KILLIAN DIRECTOR 8284660466 2024-06-11 1 DANA KILLIAN 999009999 1 MATTHEW MCKINNEY P01707028 8283222070 2024-06-03 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z DANA KILLIAN 3975 ROBINSON ROAD NEWTON NC 28658 3914166 0 X N/A X 2003 NC TO BENEFIT CAROLINA CARING, INC. 11 11 0 30 159279 84623 1277840 1885477 0 0 195957 279906 205916 205239 1679713 2370622 396920 336306 0 0 0 0 0 0 56720 726494 811304 1123414 1147610 556299 1223012 13199103 16238353 990451 1196353 12208652 15042000 TO PLAN FOR AND SEEK OUT CHARITABLE GIFTS TO SUPPORT THE MISSION OF CAROLINA CARING, INC. 0 0 1063350 336306 TO BENEFIT CAROLINA CARING, INC. 1063350 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 2 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 NC X THE ORGANIZATION 8284660466 3975 ROBINSON ROAD NEWTON NC 28658 JOYCE CORBETT DIRECTOR 0.50 X 0 0 0 MAGGIE GERVAIS DIRECTOR 0.50 X 0 0 0 SABINA HARDY DIRECTOR 0.50 X 0 0 0 DIANE TAYLOR DIRECTOR 0.50 X 0 0 0 CONNIE WHITTINGTON DIRECTOR 0.50 1.00 X 0 0 0 JIM BOLTON DIRECTOR 0.50 1.00 X 0 0 0 MICHAEL MCKINLEY DIRECTOR 0.50 X 0 0 0 EARLE L FINCHER DIRECTOR 0.50 X 0 0 0 D'ANN GRELL DIRECTOR 0.50 X 0 0 0 WENDY MARTIN TREASURER 0.50 X X 0 0 0 DARRELL JOHNSON CHAIRPERSON 0.50 1.00 X X 0 0 0 DANA KILLIAN PRESIDENT / CEO 0.50 50.00 X X 0 233574 0 0 233574 0 0 0 1 0 0 1202792 682685 221 1885477 320461 320461 318767 113528 205239 205239 159279 45960 1389461 1430016 -40555 -40555 -40555 0 1202792 0 0 2370622 320461 159279 5405 X 336306 336306 5000 5000 22540 22540 3774 3774 16852 16852 4127 4127 18491 18491 997 997 ADMINISTRATION EXPENSES 322008 322008 THRIFT STORE EXPENSES 296093 296093 MISCELLANEOUS EXPENSE 71409 14689 56720 PRINTING AND POSTAGE 23247 23247 26766 26766 1147610 1063350 27540 56720 1121241 2648432 58808 56167 3340 4850 5805 5137 3341558 763845 2650801 2577713 9359108 10681368 0 264686 13199103 16238353 7280 14481 965507 838965 17664 342907 990451 1196353 X 12057173 14890521 151479 151479 12208652 15042000 13199103 16238353 X 1223012 1091385 518951 X X 0 1 X 1 0 X X 1 CAROLINA CARING INC 561242526 7 1 2369348 0 1 2369348 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 151479 250000 250000 151479 288979 250000 387500 151479 390935 250000 351956 288979 426479 250000 285544 390935 170212 300000 43733 426479 0.00000 1.00000 0.00000 0 1 1 1009043 1009043 2137978 654629 1483349 80167 74877 5290 114370 34339 80031 2577713 DUE TO AFFILIATE 69221 OPERATING LEASE LIABILITY 273686 342907 X 3256903 1091385 113529 1204914 2051989 22540 296093 318633 2370622 942506 113529 113529 828977 22540 296093 318633 1147610 PART V, LINE 4: $151,479 OF THE ENDOWENT FUNDS ARE PERMANENTLY RESTRICTED GIFT. PART X, LINE 2: AS OF THE CURRENT AND PRIOR YEAR, THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 113,529. PART XI, LINE 4B - OTHER ADJUSTMENTS: THRIFT STORE EXPENSES 296,093. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 113,529. PART XII, LINE 4B - OTHER ADJUSTMENTS: THRIFT STORE EXPENSES 296,093. GOLF TOURNAMENT 82291 82291 DIRECT MAIL SOLICITATION 90937 90937 15 1029564 1029564 1202792 1202792 1 CAROLINA CARING INC 3975 ROBINSON ROAD NEWTON NC 28658 561242526 501(C)(3) 336306 0 N/A N/A GENERAL SUPPORT PART I, LINE 2: THE ORGANZIATION ONLY PROVIDES GRANTS TO CAROLINA CARING, INC., A RELATED ORGANIZATION. THE ORGANIZATION MONITORS THE USE OF GRANT FUNDS THROUGH OVERLAP IN THE MANAGEMENT BETWEEN THE TWO ORGANIZATIONS. 0 0 0 0 0 0 0 0 0 DANA KILLIAN PRESIDENT / CEO 0 233574 0 0 0 0 0 0 0 0 0 233574 0 0 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE COMPLETED FORM 990 IS MADE AVAILABLE TO EACH BOARD MEMBER PRIOR TO FILING. IN ADDITION, THE ORGANIZATION'S EXECUTIVE DIRECTOR REVIEWS THE COMPLETED FORM 990 WITH THE RETURN PREPARER PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY APPLIES TO ALL MEMBERS OF THE BOARD OF DIRECTORS (THE ORGANIZATION HAS NO EMPLOYEES). EDUCATION REGARDING THE ORGANIZATION'S CONFLICT OF INTEREST POLICY OCCURS DURING THE ORIENTATION PROCESS OF ALL BOARD MEMBERS. EACH BOARD MEMBER ACKNOWLEDGES THEIR REVIEW AND UNDERSTANDING OF THE POLICY BY A SIGNED STATEMENT WHICH IS PLACED IN A BOARD MEMBER'S FILE. BOARD MEMBERS ARE REQUIRED TO REVIEW THE CONFLICT OF INTEREST POLICY AND SIGN THE ACKNOWLEDGEMENT OF REVIEW AND UNDERSTANDING ANNUALLY. THE CONFLICT OF INTEREST POLICY REQUIRES DISCLOSURE AT THE TIME A MATTER ARISES THAT MAY PRESENT A FINANCIAL OR ETHICAL CONFLICT OF INTEREST WITH THE ORGANIZATION'S INTERESTS. PRIOR TO ANY ACTION BEING TAKEN AGAINST A BOARD MEMBER, THE ORGANIZATION CONDUCTS AN INVESTIGATION AND DUE PROCESS ADMINISTRATIVE HEARING. THE BOARD CHAIR IS THE FINAL ARBITRATOR IN THE ORGANIZATION'S INTERNAL INVESTIGATION. THE RESULTS OF THE INVESTIGATION MAY WARRANT A BOARD MEMBER NOT PARTICIPATING IN DISCUSSIONS OR VOTES ON SPECIFIED TRANSACTIONS UNLESS REQUESTED BY THE BOARD. THE BOARD MEMBER'S ABSTENTION AND THE REASON FOR IT ARE RECORDED IN THE MINUTES. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE AVAILABLE FOR INSPECTION AT THE ORGANIZATION'S OFFICE UPON REASONABLE REQUEST. FORM 990, PART IX, LINE 24E TAX EXPENSE : PROGRAM SERVICE EXPENSES 21,332. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 21,332. BANK FEES : PROGRAM SERVICE EXPENSES 3,412. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,412. REPAIRS AND MAINTENANCE : PROGRAM SERVICE EXPENSES 1,112. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,112. CONSULTING EXPENSE : PROGRAM SERVICE EXPENSES 504. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 504. DUES : PROGRAM SERVICE EXPENSES 406. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 406. FORM 990, PART XI, LINE 9: TRANSFER FROM CAROLINA CARING, INC 518,951. OTHER ADJUSTMENT 0. FORM 990, PART XII, LINE 2C,AUDIT OVERSIGHT/SELECTION OF INDEPENDENT ACCT THE ORGANIZATION DID NOT CHANGE EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. CAROLINA CARING INC 3975 ROBINSON ROAD NEWTON NC 28658 561242526 PROVIDES PALLIATIVE AND SUPPORTIVE CARE FOR TERMINALLY ILL PATIENTS NC 501(C)(3) LINE 7 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 CAROLINA CARING INC S 518951 ACTUAL CAROLINA CARING INC B 336306 ACTUAL