2024-10-23T12:00:54-05:00 2023-12-31 273858252 DEAN DORTON ALLEN FORD PLLC 250 W MAIN STREET STE 1400 LEXINGTON KY 40507 990 2023-01-01 561823562 THE HOSPICE FOUNDATION HOSP 3367683972 101 HOSPICE LANE WINSTONSALEM NC 27103 DAVE SHELTON ASSISTANT TREASURER 3367683972 2024-10-18 1 0 ALLISON C CARTER P01242412 8592552341 2023 2024-10-15 13:58:12Z TRELLIS SUPPORTIVE CARE FOUNDATION BETH FORRESTER 101 HOSPICE LANE WINSTONSALEM NC 27103 9020775 0 X TRELLISSUPPORT.ORG X 1993 NC THE FOUNDATION OPERATES IN SUPPORT OF HOSPICE & PALLIATIVE CARECENTER ("THE CENTER") BY SERVING AS A SUPPORTING ORGANIZATION TO SOLICIT FUNDS AND INVEST FUNDS AND PROVIDE FUNDING FOR AND ON BEHALF OF HOSPICE & PALLIATIVE CARECENTER. 21 21 0 21 0 0 258308 261209 0 0 495303 1265292 0 0 753611 1526501 947080 984107 0 0 0 0 0 0 0 121597 127205 1068677 1111312 -315066 415189 27661070 31261499 23226487 23535368 4434583 7726131 THE MISSION OF THE HOSPICE FOUNDATION IS TO SUPPORT HOSPICE & PALLIATIVE CARECENTER THROUGH SOUND INVESTMENT, STRONG FUNDRAISING EFFORTS, AND COMPREHENSIVE STEWARDSHIP OF DONORS. 0 0 984107 984107 THE HOSPICE FOUNDATION MANAGES THE INVESTMENTS OF HOSPICE & PALLIATIVE CARECENTER AND PROVIDES FINANCIAL SUPPORT TO THAT ORGANIZATION. 984107 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 1 1 0 0 0 NC X SUSAN BRANNOCK 3367683972 101 HOSPICE LANE WINSTONSALEM NC 27103 LOTTIE KAY CHAIR 1.00 1.00 X 0 0 0 ELIZABETH MADDEN VICE CHAIR 1.00 X 0 0 0 BRUCE BROWN SECRETARY 1.00 X 0 0 0 BRYAN THOMPSON TREASURER 1.00 X 0 0 0 PETER JURAN CHAIR GOVERNING 1.00 X 0 0 0 MIKE GWYN VICE CHAIR GOVERNING 1.00 X 0 0 0 ASHLEY KOHLRUS AT LARGE 1.00 X 0 0 0 COLLEEN FRIEDMAN AT LARGE 1.00 X 0 0 0 JIMMY STRICKLAND AT LARGE 1.00 X 0 0 0 AMY SMITH MEMBER 1.00 X 0 0 0 BRAD ZABEL MEMBER 1.00 X 0 0 0 CARLA RUMPH MEMBER 1.00 X 0 0 0 CHRIS MUNNELLY MEMBER 1.00 X 0 0 0 CHRISTIE WILLIAMS MEMBER 1.00 X 0 0 0 DANNY FREEMAN MEMBER 1.00 X 0 0 0 DAVID TWINE MEMBER 1.00 X 0 0 0 HAL ROLLINS MEMBER 1.00 X 0 0 0 KEISHA REDD MEMBER 1.00 X 0 0 0 MICHELLE KENNEDY MEMBER 1.00 X 0 0 0 SUSAN PFEFFERKORN MEMBER 1.00 X 0 0 0 WILL GOODSON MEMBER 1.00 X 0 0 0 LINDA DARDEN CEO (EX-OFFICIO) 1.00 39.00 X 0 266783 24381 DAVE SHELTON ASSISTANT TREASURER 1.00 39.00 X 0 178279 23009 BETH FORRESTER EXECUTIVE DIRECTOR 39.00 1.00 X 0 115239 19976 0 560301 67366 0 0 1 0 0 261209 261209 825596 825596 7933970 7494274 439696 439696 439696 1526501 0 0 1265292 984107 984107 127205 127205 1111312 984107 127205 0 144967 89574 312845 211761 27203258 30960164 27661070 31261499 23226487 23535368 23226487 23535368 X 3411108 6702656 1023475 1023475 4434583 7726131 27661070 31261499 415189 2876359 0 X X 0 1 X 1 0 X X X 1 HOSPICE & PALLIATIVE CARECENTER 581343313 7 1 984107 0 1 984107 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 1023475 1023475 1023475 1023475 1023475 1023475 1023475 1023475 930518 95957 1023475 1.00000 0 0 0 X PART V, LINE 4: ENDOWMENT FUNDS ARE HELD FOR INVESTMENT BY THE HOSPICE FOUNDATION, A SUPPORTING ORGANIZATION. EARNINGS FROM THE INVESTMENTS ARE ALLOCATED TO HOSPICE & PALLIATIVE CARECENTER AS NEEDED TO SUPPORT PROGRAMS AND SERVICES OF THE ORGANIZATION. PART X, LINE 2: THE TRELLIS ENTITIES ARE EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE CARECENTER QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A)(1). THE FOUNDATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION UNDER SECTION 509(A)(3). MANAGEMENT HAS EVALUATED TRELLIS' TAX POSITION AND CONCLUDED THAT TRELLIS HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS. BECAUSE MANAGEMENT HAS NOT IDENTIFIED UNRELATED BUSINESS INCOME IN PAST YEARS, THE HOSPICE FOUNDATION HAS NOT FILED FORM 990-T, EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN. AS A RESULT, ALL YEARS ARE POTENTIALLY OPEN TO REVIEW BY TAXING AUTHORITIES. MANAGEMENT IS NOT AWARE OF ANY SIGNIFICANT ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. 1 HOSPICE & PALLIATIVE CARECENTER 101 HOSPICE LANE WINSTONSALEM NC 27103 581343313 501(C)(3) 984107 0 GENERAL SUPPORT 1 0 PART I, LINE 2: THE HOSPICE FOUNDATION IS A SUPPORTING ORGANIZATION OF HOSPICE & PALLIATIVE CARECENTER. GRANTS AND ASSISTANCE ARE MADE ONLY TO THAT ORGANIZATION. 0 0 0 0 0 0 0 0 0 LINDA DARDEN CEO (EX-OFFICIO) 0 266783 0 0 0 0 0 10644 0 13737 0 291164 0 0 DAVE SHELTON ASSISTANT TREASURER 0 173779 0 4500 0 0 0 8622 0 14387 0 201288 0 0 FORM 990, PART VI, SECTION A, LINE 7A THE FOUNDATION'S BOARD OF DIRECTORS HAS POWER AND AUTHORITY TO ELECT HALF OF THE DIRECTORS. THE REMAINING DIRECTORS ARE APPOINTED BY THE BOARD OF DIRECTORS OF HOSPICE & PALLIATIVE CARECENTER. EACH DIRECTOR IS ENTITLED TO ONE VOTE. THE CHIEF EXECUTIVE OFFICER OF HOSPICE & PALLIATIVE CARECENTER AND THE EXECUTIVE DIRECTOR OF THE HOSPICE FOUNDATION SERVE AS EX-OFFICIO MEMBERS WITHOUT VOTING RIGHTS. FORM 990, PART VI, SECTION B, LINE 11B WHEN THE FORM 990 IS RECEIVED FROM THE PREPARING ACCOUNTING FIRM, THE ENTIRE FORM IS REVIEWED BY THE CFO AND THE FINANCE DEPARTMENT OF HOSPICE & PALLIATIVE CARECENTER. THIS REVIEW CONSISTS OF CHECKS FOR REASONABLENESS AND DIFFERENCES IN INFORMATION REPORTED TO PREPARING ACCOUNTING FIRM AND FINAL DOCUMENT. FOLLOWING THE CFO REVIEW, THE FORM IS MADE AVAILABLE TO THE ORGANIZATION'S EXECUTIVE COMMITTEE FOR THEIR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL MEMBERS OF THE BOARD OF DIRECTORS ARE REQUIRED TO ANNUALLY SIGN A STATEMENT DISCLOSING WHETHER THEY ARE ENGAGED IN ANY ACTIVITIES THAT COULD BE A CONFLICT OF INTEREST. IF THERE ARE MATTERS DISCLOSED, BOARD MEMBERS WOULD RECUSE THEMSELVES FROM VOTING ON ANY BOARD ACTIONS RELATED TO THOSE MATTERS. FORM 990, PART VI, SECTION C, LINE 19 THE HOSPICE FOUNDATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR ITS FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC. DOCUMENTS OPEN FOR PUBLIC INSPECTION ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FORM 990, PART VII, LINE 1A, COLUMN F, OTHER COMPENSATION THE ORGANIZATION, IN A FULL TRANSPARENCY POSTURE TO REPORTING, IS REPORTING ALL BENEFITS IN FULL IN COLUMN F, PART VII, AND IS NOT APPLYING THE $10,000 PER ITEM EXEMPTION FOR CERTAIN BENEFITS. HOSPICE & PALLIATIVE CARECENTER DBA TRELLIS SUPPORTIVE CARE 101 HOSPICE LANE WINSTONSALEM NC 27103 581343313 PROVIDES IN-HOME AND INPATIENT MEDICAL CARE FOR THE TERMINALLY ILL NC 501(C)(3) LINE 7 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 1