2026-08-05T08:07:49-05:00 2025-12-31 273858252 DEAN DORTON ALLEN FORD PLLC 250 W MAIN STREET STE 1400 LEXINGTON KY 40507 990 2025-01-01 561823562 THE HOSPICE FOUNDATION HOSP 3367683972 101 HOSPICE LANE WINSTONSALEM NC 27103 DAVE SHELTON ASSISTANT TREASURER 3367683972 2026-08-03 1 BRYAN PAUTSCH P00034913 8592552341 2026-08-03 2025 2025-03-06 01:10:19Z TRELLIS SUPPORTIVE CARE FOUNDATION BETH FORRESTER 101 HOSPICE LANE WINSTONSALEM NC 27103 2474833 0 X TRELLISSUPPORT.ORG X 1993 NC THE FOUNDATION OPERATES IN SUPPORT OF HOSPICE & PALLIATIVE CARECENTER ("THE CENTER"), A SECTION 501(C)(3) ORGANIZATION, BY SERVING AS A SUPPORTING ORGANIZATION TO SOLICIT FUNDS AND INVEST FUNDS AND PROVIDE FUNDING FOR AND ON BEHALF OF HOSPICE & PALLIATIVE CARECENTER. 22 22 0 22 0 0 255805 278703 0 0 1922156 2196130 0 0 2177961 2474833 984032 5140642 0 0 0 0 0 0 0 178284 91491 1162316 5232133 1015645 -2757300 34347297 34587331 24195658 25061085 10151639 9526246 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 5140642 5140642 THE HOSPICE FOUNDATION MANAGES THE INVESTMENTS OF HOSPICE & PALLIATIVE CARECENTER AND PROVIDES FINANCIAL SUPPORT TO THAT ORGANIZATION. 5140642 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 22 22 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 1 1 0 0 0 NC X BROCK MATTHEWS 3367683972 101 HOSPICE LANE WINSTONSALEM NC 27103 X ELIZABETH MADDEN CHAIR 1.00 1.00 X 0 0 0 JIMMY STRICKLAND VICE CHAIR 1.00 X 0 0 0 CHRIS MUNNELLY SECRETARY 1.00 X 0 0 0 DAVID TWINE TREASURER 1.00 X 0 0 0 LOTTIE KAY PAST CHAIR FOUNDATION 1.00 X 0 0 0 MIKE GWYN CHAIR GOVERNING 1.00 1.00 X 0 0 0 TERESA LINDSAY VICE CHAIR GOVERNING 1.00 1.00 X 0 0 0 BOBBY KIMBROUGH MEMBER 1.00 X 0 0 0 AARON SPIVEY MEMBER 1.00 X 0 0 0 AMIR YOUNG MEMBER 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 BROWN RUMPH MEMBER 1.00 X 0 0 0 CHRIS HENSON MEMBER 1.00 X 0 0 0 HAL ROLLINS MEMBER 1.00 X 0 0 0 HOF MILAM AT LARGE 1.00 X 0 0 0 JEFF HERMAN MEMBER 1.00 X 0 0 0 KEISHA REDD MEMBER 1.00 X 0 0 0 SCOTT CAWOOD MEMBER 1.00 X 0 0 0 STEVE ASHWORTH MEMBER 1.00 X 0 0 0 STAN DEAN MEMBER 1.00 X 0 0 0 PAM BALL MEMBER 1.00 X 0 0 0 MICHAEL LALOR CARECENTER CEO (EX-OFFICIO) 1.00 39.00 X 0 446331 15941 DAVE SHELTON ASSISTANT TREASURER 1.00 39.00 X 0 193623 24242 BETH FORRESTER EXECUTIVE DIRECTOR (EX-OFFICIO) 39.00 1.00 X 0 141453 20998 0 781407 61181 0 0 1 0 0 278703 278703 986456 986456 1209674 0 1209674 1209674 1209674 2474833 0 0 2196130 5140642 5140642 91491 91491 5232133 5140642 91491 0 55947 139613 141944 1470449 34149406 32977269 34347297 34587331 24195658 25061085 24195658 25061085 X 9128164 8502771 1023475 1023475 10151639 9526246 34347297 34587331 -2757300 2131907 0 X X 0 1 X 1 0 X X 1 HOSPICE & PALLIATIVE CARECENTER 581343313 7 1 5140642 0 1 5140642 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 1023475 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. 1 HOSPICE & PALLIATIVE CARECENTER 101 HOSPICE LANE WINSTONSALEM NC 27103 581343313 501(C)(3) 5140642 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 THE HOSPICE & PALLATIVE CARECENTER. 0 0 0 0 0 0 0 0 0 MICHAEL LALOR CARECENTER CEO (EX-OFFICIO) 0 400641 0 44400 0 1290 0 15500 0 441 0 462272 0 0 DAVE SHELTON ASSISTANT TREASURER 0 185813 0 4000 0 3810 0 9388 0 14854 0 217865 0 0 BETH FORRESTER EXECUTIVE DIRECTOR (EX-OFFICIO) 0 135463 0 4700 0 1290 0 6312 0 14686 0 162451 0 0 PART I, LINE 3 THE OFFICERS' COMPENSATION LISTED IN PART VII WAS PAID BY HOSPICE & PALLIATIVE CARECENTER, A RELATED 501(C)(3) ORGANIZATON. THE CARECENTER DETERMINES COMPENSATION BY CONSULTING MARKET SURVEYS, PUBLISHED INDUSTRY STANDARDS AND THE HOSPICE & HOMECARE SALARY & BENEFITS REPORT. IN ADDITIION, THE COMPENSATION IS APPROVED BY THE GOVERNING BOARD. FORM 990, PART VI, SECTION A, LINE 7A HOSPICE & PALLIATIVE CARECENTER BOARD OF DIRECTORS CHAIR AND VICE CHAIR ARE MEMBERS OF THE HOSPICE FOUNDATION BOARD OF DIRECTORS. THE FOUNDATION'S BOARD OF DIRECTORS HAS POWER AND AUTHORITY TO ELECT HALF OF THE ADDITIONAL DIRECTORS. THE REMAINING DIRECTORS ARE APPOINTED BY THE BOARD OF DIRECTORS OF HOSPICE & PALLIATIVE CARECENTER. EACH DIRECTOR IS ENTITLED TO ONE VOTE. THE CHIEF EXECUTIIVE 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). PART VII, LINE 1A 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 0 0