2026-08-31T11:56:09-05:00 2025-12-31 560570567 DMJPS PLLC 79 WOODFIN PLACE SUITE 300 ASHEVILLE NC 28801 990 2025-01-01 561745194 THE HEALTH FOUNDATION INC HEAL 3368381949 PO BOX 667 NORTH WILKESBORO NC 28659 DAVID SHELTON PRESIDENT 3368381949 2026-08-24 1 DORINDA Y BENNETT P01387673 8282542374 2026-08-24 2025 DAVID SHELTON PO BOX 667 NORTH WILKESBORO NC 28659 1910800 0 X WWW.HEALTHYWILKES.ORG X 1991 NC TO IMPROVE THE HEALTH AND WELL-BEING OF THE PEOPLE IN OUR COMMUNITIES. 16 16 5 19 0 0 679024 461463 1305855 1378141 21089 23446 9456 47278 2015424 1910328 1056175 505149 0 0 533505 533467 0 0 37567 926909 1077784 2516589 2116400 -501165 -206072 5919661 5739796 2237533 2821589 3682128 2918207 X TO IMPROVE THE HEALTH AND WELL-BEING OF THE PEOPLE IN OUR COMMUNITIES. 0 0 93854 72000 77974 SCHOLARSHIP - THERE IS A NATIONAL SHORTAGE OF HEALTH CARE PROFESSIONALS THAT IS EVEN MORE ACUTELY FELT IN RURAL AREAS SUCH AS WILKES COUNTY. THE HEALTH FOUNDATION AWARDS SCHOLARSHIPS FOR STUDENTS INTERESTED IN EARNING A DEGREE IN A HEALTH CARE PROFESSION AND THEN WORKING IN WILKES OR SURROUNDING NORTHWESTERN NORTH CAROLINA COUNTIES. HEALTH CARE PROFESSIONALS ARE IN HIGH DEMAND AND TYPICALLY PROVIDE LIVING WAGE JOBS AND CAREER ADVANCEMENT. BY INVESTING IN THESE STUDENTS' PROFESSIONAL DEVELOPMENT, WE HELP ENSURE A CARING WORK FORCE TO MEET LOCAL DEMAND. STUDENTS WHO MAINTAIN STRONG GRADE POINT AVERAGES CAN RENEW THEIR SCHOLARSHIP FOR EACH YEAR UNTIL GRADUATION. HEALTH CARE PROGRAMS REQUIRE CLASSROOM, LAB, AND CLINICAL ROTATIONS THAT MAKE IT NEARLY IMPOSSIBLE TO WORK WHILE ATTAINING THEIR DEGREE, MAKING THE SCHOLARSHIP EVEN MORE IMPORTANT TO THE STUDENTS' ABILITY TO COMPLETE THEIR STUDIES. IN OUR SMALL, RURAL COMMUNITY, IT IS AN ADDED BONUS THAT WE GET TO SEE THESE STUDENTS FIND LASTING EMPLOYMENT IN WORK THEY LOVE WHILE CARING FOR OTHERS. 677156 310974 562580 PREVENTION - MANY OF THE MOST COMPLEX HEALTH CARE ISSUES IN OUR RURAL, UNDERSERVED COMMUNITY CAN'T POSSIBLY BE SOLVED BY ANY ONE PERSON, PROGRAM, OR ORGANIZATION. WE HAVE FOUND THAT BY BRINGING TOGETHER OTHERS WHO SHARE OUR VISION OF A COMMUNITY WHERE EVERYONE IS HEALTHY, SAFE, AND ABLE TO THRIVE THAT WE CAN ACCOMPLISH DEEPER, MEANINGFUL CHANGE. THAT IS WHY WE LEAD LOCAL COLLABORATIVE EFFORTS THAT ENGAGE A BROAD CROSS SECTOR OF SERVICE PROVIDERS, LOCAL GOVERNMENTS, BUSINESSES, AND CONCERNED CITIZENS. THESE GROUPS IDENTIFY BARRIERS PEOPLE FACE AND THEN TEST AND DEVELOP STRATEGIES TO SOLVE THEM. FOR EXAMPLE, THE RESILIENCY COLLABORATIVE RECOGNIZES THAT CHILDREN WHO EXPERIENCE ABUSE, NEGLECT, OR FAMILY SEPARATION OFTEN CARRY THOSE TRAUMAS INTO ADULTHOOD. LIKEWISE, IF THEIR PARENTS OR CAREGIVERS HAVE MENTAL ILLNESS OR SUBSTANCE USE DISORDERS, CHILDREN DON'T LEARN HEALTHY COPING SKILLS. THIS CAN LEAD TO VERY UNHEALTHY BEHAVIORS -- SO-CALLED GENERATIONAL TRAUMA -- THAT CAN REDUCE LIFE EXPECTANCY BY AS MUCH AS TWENTY YEARS. THANKFULLY, EVEN JUST ONE HEALTHY AND CARING ADULT CAN BE A LIFELINE FOR A CHILD LIVING WITH THESE ADVERSE CHILDHOOD EXPERIENCES. THEREFORE, THE COLLABORATIVE OFFERS PROGRAMMING THAT TEACHES PARENTS, EDUCATORS, SOCIAL WORKERS, YOUTH LEADERS, AND CHILDREN THEMSELVES HOW TO THRIVE. AND, BECAUSE PEOPLE WHO WORK IN THESE FIELDS CAN EXPERIENCE "SECONDARY TRAUMA" FROM CONTINUALLY WITNESSING UNIMAGINABLE HARDSHIPS, THE COLLABORATIVE PRESENTS ITS ANNUAL "ADDRESS THE STRESS" CONFERENCE. THE CONFERENCE BRINGS IN NATIONAL EXPERTS AND PRESENTERS WHILE ALSO PROVIDING CREATIVE AND FUN RECREATIONAL ACTIVITIES TO HELP CAREGIVERS RESET THEIR OWN NERVOUS SYSTEMS, PREVENTING BURNOUT. BY BRINGING PEOPLE TOGETHER FROM MANY DISCIPLINES, RELATIONSHIPS ARE STRENGTHENED AND NEW PATHWAYS TO BETTER SERVING PEOPLE ARE CREATED. THE COLLABORATIVE ALSO DEVELOPED AND ANNUALLY UPDATES A WILKES COMMUNITY RESOURCE GUIDE TO HELP CONNECT COMMUNITY MEMBERS AND FAMILIES TO NEEDED RESOURCES. A MORE CONNECTED COMMUNITY LEADS TO BETTER SUPPORT FOR THOSE IN NEED. IN 2025, THE HEALTH FOUNDATION LAUNCHED A NEW PROGRAM CALLED "THE SITUATION TABLE" SO THAT SERVICE PROVIDERS MAY PRESENT CASES WHERE AN IMMEDIATE INTERVENTION CAN PREVENT AN INDIVIDUAL OR FAMILY FROM FALLING INTO CRISIS. AN "OUNCE OF "PREVENTION" IS PROVING TO BE WORTH MORE THAN A "POUND OF CURE" AS PEOPLE ARE GETTING THE MEDICAL CARE, MENTAL HEALTH TREATMENT, OR SERVICES NEEDED WITHOUT HAVING TO JUMP THROUGH HOOPS IN A COMPLEX SYSTEM THEY DON'T KNOW HOW TO NAVIGATE ON THEIR OWN. THE COMMUNITY OPIOID PREVENTION AND EDUCATION TEAM (COPE) LIKEWISE IDENTIFIES AND PRIORITIZES COMMUNITY-BASED STRATEGIES TO HELP PREVENT SUBSTANCE USE DISORDER AND STRENGTHEN PATHWAYS TO RECOVERY FOR PEOPLE WHO USE DRUGS. EACH ORGANIZATION BRINGS THEIR OWN STRENGTHS TO THE TABLE, BE IT PEER SUPPORT, LAW ENFORCEMENT, MENTAL HEALTH COUNSELING, HOUSING, OR MEDICATION ASSISTED TREATMENT, AMONG OTHERS. THE TEAM HAS IDENTIFIED TEN POPULATION-LEVEL MEASURES THAT COLLECTIVELY REPRESENT COMMUNITY IMPROVEMENT, AND NINE OF THE TEN MEASURES ARE CURRENTLY TRENDING POSITIVELY.COPE ALSO SUPPORTS SYSTEM-LEVEL PLANNING TO IMPROVE HOW PEOPLE WITH SUBSTANCE USE AND MENTAL HEALTH NEEDS INTERACT WITH THE CRIMINAL JUSTICE AND BEHAVIORAL HEALTH SYSTEMS. THROUGH A SEQUENTIAL INTERCEPT MAPPING PROCESS, COMMUNITY PARTNERS EXAMINED THE PATHWAYS PEOPLE MAY ENCOUNTER FROM CRISIS RESPONSE AND LAW ENFORCEMENT CONTACT THROUGH COURTS, DETENTION, REENTRY, AND COMMUNITY-BASED SERVICES. THE PROCESS IDENTIFIED EXISTING RESOURCES, SERVICE GAPS, AND OPPORTUNITIES TO IMPROVE COORDINATION, CONNECT PEOPLE WITH APPROPRIATE CARE, AND REDUCE REPEATED INVOLVEMENT WITH THE JUSTICE SYSTEM.IN ADDITION TO CONVENING COPE, THE HEALTH FOUNDATION FORMALLY ADMINISTERS THE APPLICATION PROCESS FOR OPIOID SETTLEMENT FUNDS AWARDED TO WILKES COUNTY. THE FOUNDATION WORKS WITH A STEERING COMMITTEE TO REVIEW APPLICATIONS AND MAKE FUNDING RECOMMENDATIONS TO COUNTY GOVERNMENT. ITS GRANT MANAGEMENT SERVICES INCLUDE DEVELOPING THE APPLICATION MATERIALS AND TIMELINE, PROVIDING TECHNICAL ASSISTANCE TO APPLICANTS, DEVELOPING PERFORMANCE MEASURES FOR EACH AWARD, MONITORING PROGRESS, SUPPORTING GRANTEES, AND COMPILING REPORTS REQUIRED BY THE STATE OF NORTH CAROLINA. FOUNDATION MANAGEMENT AND STAFF PROVIDE THESE SERVICES AT NO CHARGE, ALLOWING A GREATER PORTION OF THE SETTLEMENT FUNDS TO SUPPORT DIRECT SERVICES, PREVENTION EFFORTS, TREATMENT, RECOVERY SUPPORTS, AND OTHER COMMUNITY NEEDS.THE HEALTH FOUNDATION DIRECTS GRANTMAKING TOWARDS PREVENTION PROGRAMMING. INVESTING IN PREVENTION EFFORTS ENHANCES QUALITY OF LIFE AND BUILDS A HEALTHIER COMMUNITY. HEALTH IS, FOR BETTER OR WORSE, AFFECTED BY WHERE WE LIVE, WORK, PLAY, PRAY AND LEARN. THEREFORE, OTHER EFFORTS INCLUDE IMPROVING OUR OUTDOOR ENVIRONMENT. THE GREAT STATE OF WILKES HAS MANY NATURAL ASSETS UPON WHICH TO BUILD! WE CONVENE AND LEAD THE OUTDOOR ECONOMY WORK GROUP, WHICH IS INFORMED BY OUR EFFORTS TO IMPROVE HEALTHY EATING AND ACTIVE LIVING. OUR GROUP HAS DEVELOPED A FIFTEEN-YEAR ACTION PLAN TO IMPROVE PARKS AND BOLSTER OUTDOOR RECREATIONAL ACTIVITIES SO COMMUNITY MEMBERS CAN WALK, RUN, PADDLE, AND PEDDLE THEIR WAY TO BETTER HEALTH. EACH ENTITY INDEPENDENTLY WORKS ON PROJECTS WITHIN THEIR DOMAINS WHILE COLLECTIVELY CONTRIBUTING TO PROGRAMS AND PROJECTS THAT REQUIRE CROSS-SECTOR COLLABORATION. FOR EXAMPLE, THE TOWNS OF WILKESBORO AND NORTH WILKESBORO ARE COLLABORATING ON A "BRIDGE OVER THE 'BOROS" DESIGN AND IMPLEMENTATION GRANT FROM THE GREAT STATE TRAILS GRANT FUND TO CREATE A MORE EASILY ACCESSIBLE WAY FOR PEOPLE TO CROSS THE YADKIN RIVER ALONG THE GREENWAY. THE WILKES ECONOMIC DEVELOPMENT CORPORATION UTILIZES THE PLAN TO ATTRACT OUTDOOR RECREATION FACILITIES TO WILKES. THIS LED TO THEIR RECRUITMENT AND OPENING OF HIDDEN BROOK SPORTING CLUB. THIS YEAR THE TEAM LAUNCHED AN ONLINE STORY MAP THAT INTERACTIVELY HIGHLIGHTS THE PUBLIC RECREATIONAL OPPORTUNITIES IN WILKES TO BE USED BY RESIDENTS AND VISITORS ALIKE. 944713 122175 784865 ACCESS TO CARE - BECAUSE PEOPLE IN RURAL COMMUNITIES FACE NUMEROUS BARRIERS TO RECEIVING ADEQUATE HEALTH CARE DUE TO ITS COSTS, AS WELL AS HAVING TRANSPORTATION TO CONSIDER. THE HEALTH FOUNDATION'S FLAGSHIP PROGRAM IS THE OPERATION OF WEST PARK, A CENTRALLY LOCATED MEDICAL CAMPUS JUST ONE-QUARTER MILE FROM OUR LOCAL HOSPITAL. TENANTS INCLUDE PRIMARY CARE, MEDICAL SPECIALISTS, DENTAL CARE, AND SOCIAL SUPPORT SERVICES. THE CAMPUS CONNECTS TO THE YADKIN RIVER GREENWAY AND HOSTS BOTH A PRE-SCHOOL PLAYGROUND AND AN ADULT EXERCISE EQUIPMENT ZONE THAT ARE FREE TO THE PUBLIC. THE CAMPUS IS ALSO HOME TO AN INDOOR MEETING SPACE THAT NONPROFIT ORGANIZATIONS CAN RESERVE FREE OF CHARGE FOR MEETINGS OF UP TO 36 PEOPLE, COMPLETE WITH AUDIOVISUAL CAPABILITIES. THE CAMPUS'S CENTRAL GREENSPACE CAN ALSO BE RESERVED FOR COMMUNITY BENEFIT ACTIVITIES SUCH AS "SAFE KIDS" EVENTS, THE START OF FUNDRAISING WALKS, OR SMALL GROUP EVENTS. THE "WILKES FRESH" MOBILE MARKET HAS ITS FOOD HUB AT WEST PARK AND ITS MOBILE UNIT SELLS AFFORDABLE FRUITS AND VEGETABLES THERE. THROUGH GRANTMAKING, WE EXPAND ACCESS TO CARE BY SUPPORTING ORGANIZATIONS TO PROVIDE VITAL SERVICES TO IMPROVE THE HEALTH AND WELLBEING OF WILKES COUNTY RESIDENTS. 1715723 1 1 0 0 0 0 0 0 1 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 13 0 1 5 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NC X X CHRIS SMITH 3368381949 PO BOX 667 NORTH WILKESBORO NC 28659 DAVID SHELTON PRESIDENT 3.00 X X 0 0 0 J RICHARD MARLOW VICE PRESIDENT 2.00 X X 0 0 0 JEAN MELTON TREASURER 1.00 X X 0 0 0 BETH LOVETTE SECRETARY 1.00 X X 0 0 0 GLENDA ADAMS DIRECTOR 1.00 X 0 0 0 LEE BENTLEY DIRECTOR 1.00 X 0 0 0 WILLIAM CLARK DIRECTOR 1.00 X 0 0 0 MARK COOK DIRECTOR 1.00 X 0 0 0 CAM FINLEY DIRECTOR 1.00 X 0 0 0 BILL HARRIS DIRECTOR 1.00 X 0 0 0 CATHY HUIE DIRECTOR 1.00 X 0 0 0 DR JOHN OLIVER DIRECTOR 1.00 X 0 0 0 DR DARIEL RATHMELL DIRECTOR 1.00 X 0 0 0 MARY SPEARS DIRECTOR 1.00 X 0 0 0 DIANE SWAIM DIRECTOR 1.00 X 0 0 0 RACHEL WILLARD EX-OFFICIO DIRECTOR (PAST) 1.00 X 0 0 0 CHAD BROWN EX-OFFICIO DIRECTOR (PAST) 1.00 X 0 0 0 BROOK BIDDY DIRECTOR 1.00 X 0 0 0 HEATHER MURPHY EXECUTIVE DIRECTOR 40.00 X 132419 0 11968 CHRISTOPHER SMITH FINANCE DIRECTOR 40.00 X 81928 0 33073 214347 0 45041 1 0 0 0 0 53100 408363 461463 RENT - WP 531120 1101418 1101418 COMMON AREA MAINTENANC 531120 203526 203526 RENT - CAMPUS 531120 52385 52385 REAL ESTATE TAX REIMBU 531120 20812 20812 1378141 23918 23918 472 -472 -472 -472 MISCELLANEOUS INCOME 900099 47278 47278 47278 1910328 1425419 0 23446 433149 433149 72000 72000 259389 170903 74047 14439 200284 162194 22846 15244 13433 10912 904 1617 23287 18917 1566 2804 37074 27107 7420 2547 39376 39376 105661 75500 30161 62342 11132 50294 916 51384 36319 15065 6366 3551 2815 33362 25965 7397 15770 15770 263553 212281 51272 49430 35616 13814 REPAIRS & MAINTENANCE 216704 199628 17076 COMMON AREA MAINTENANCE 115505 115505 COMMON AREA MAINTENANCE 90777 90777 1915 BUILDING 9357 9357 18197 4910 13287 2116400 1715723 363110 37567 229948 93918 791126 808417 254829 228402 130366 189322 50437 59300 12391029 9153473 3483536 3237556 979419 1121310 1571 5919661 5739796 100917 171143 1655320 2273330 68648 3342 412648 373774 2237533 2821589 X 2144159 1165488 1537969 1752719 3682128 2918207 5919661 5739796 X -206072 150099 -699740 -8207 -1 X X 0 1 X 1 0 X 442305 603257 512321 679024 461463 2698370 442305 603257 512321 679024 461463 2698370 296581 2401789 9364 6424 33428 21343 23918 94477 15882 1311 2997 9456 47278 76924 2869771 6499070 0.83690 0.83150 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2021 AMOUNT: $ 15,882. 2022 AMOUNT: $ 1,311. 2023 AMOUNT: $ 2,997. 2024 AMOUNT: $ 9,456. 2025 AMOUNT: $ 47,278. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 40374 40374 0 0 983669 9648 142202 252 1135267 891372 10684 82575 962 983669 803834 10877 77200 539 891372 631885 247770 -75754 67 803834 556872 19263 55895 145 631885 0.36000 0.64000 1 0 3592 937967 941559 9235615 7183178 2052437 1400996 1237155 163841 516231 462140 54091 296628 271000 25628 3237556 ENDOWMENT FUND I 719296 F ENDOWMENT FUND II 402014 F 1121310 X 2467947 141891 415256 557147 1910800 -472 -472 1910328 3231868 1114997 472 1115469 2116399 1 1 2116400 PART IV, LINE 1B: THE ORGANIZATION RECEIVED AND ADMINISTERED $40,374 IN CONTRIBUTIONS ON BEHALF OF A WILKES COUNTY ELEMENTARY SCHOOL TO SUPPORT THE CONSTRUCTION OF A NEW PLAYGROUND. THESE FUNDS WERE HELD AS AN AGENCY TRANSACTION AND WERE REMITTED IN FULL DIRECTLY TO THE SCHOOL. PART X, LINE 2: THE ORGANIZATION IS A NONPROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). IT IS THE ORGANIZATION'S POLICY TO EVALUATE ALL TAX POSITIONS TO IDENTIFY ANY THAT MAY BE CONSIDERED UNCERTAIN. ALL IDENTIFIED MATERIAL TAX POSITIONS ARE ASSESSED AND MEASURED BY A "MORE-LIKELY-THAN-NOT" THRESHOLD TO DETERMINE IF THE TAX POSITION IS UNCERTAIN, AND WHAT, IF ANY, EFFECT THE UNCERTAIN TAX POSITION MAY HAVE ON THE FINANCIAL STATEMENTS. NO MATERIAL UNCERTAIN TAX POSITIONS WERE IDENTIFIED FOR THE 2025 OR 2024 TAX YEARS. CURRENTLY, THE STATUTE OF LIMITATIONS REMAINS OPEN SUBSEQUENT TO 2022; HOWEVER, NO EXAMINATIONS ARE IN PROGRESS OR ANTICIPATED. ANY CHANGES IN THE AMOUNT OF A TAX POSITION WILL BE RECOGNIZED IN THE PERIOD THE CHANGE OCCURS. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON SECURITY SALE PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON SECURITY SALE PART XII, LINE 4B - OTHER ADJUSTMENTS: ROUNDING PART V, LINE 4 ENDOWMENT FUND INCOME IS USED TO SUPPORT GENERAL FOUNDATION PURPOSES AND SCHOLARSHIPS FOR STUDENTS IN HEALTH CARE RELATED FIELDS. 1 APPALACHIAN STATE UNIVERSITY 287 RIVERS STREET BOONE NC 28608 561176030 501(C)(3) 10000 0 GRANT PROVIDING OPERATIONAL SUPPORT TO THE PARENT-TO-PARENT OF WILKES COUNTY PROGRAM, WHICH SERVES 75 FAMILIES OF CHILDREN WITH SPECIAL HEALTH CARE NEEDS AND DISABILITIES, AS WELL AS PARENTS EXPERIENCING CHILD LOSS. BLUE RIDGE OPPORTUNITY COMMISSION INC 710 VETERANS DRIVE NORTH WILKESBORO NC 28659 560857800 501(C)(3) 18020 0 FUNDING FOR THE PURCHASE OF FOOD AND PROVIDING FOOD BOXES TO THOSE IN NEED. CARENET COUNSELING OF WILKES PO BOX 1656 NORTH WILKESBORO NC 28659 561921555 501(C)(3) 10000 0 CHALLENGE GRANT TO ENCOURAGE THE ORGANIZATION TO SEEK ADDITIONAL FUNDING FROM INDIVIDUALS FOR GENERAL OPERATING SUPPORT FOR THEIR EFFORTS TO PROVIDE COUNSELING SERVICES TO BOTH CHILDREN AND ADULTS. MATCH 1:1 ECHO MINISTRY PO BOX 102 ELKIN NC 28621 562125796 501(C)(3) 11000 0 CHALLENGE GRANT TO ENCOURAGE THE ORGANIZATION TO SEEK ADDITIONAL FUNDING FROM INDIVIDUALS FOR GENERAL OPERATING SUPPORT FOR THEIR EFFORTS TO PROVIDE SAFE SHELTER FOR FAMILIES AND SINGLE WOMEN EXPERIENCING HOMELESSNESS. MATCH 1:1 HOSPITALITY HOUSE 338 BROOKE HOLLOW RD BOONE NC 28607 561442966 501(C)(3) 43255 0 GRANT PROVIDING OPERATIONAL SUPPORT TO THE WILKES HOUSING AND OUTREACH CENTER, PAYING FOR STAFF TIME TO PROVIDE HOUSING ASSESSMENTS, SERVICE COORDINATION, AND THERAPY HOURS FOR CLIENTS IN CRISIS. SAFE SPOT CHILD ADVOCACY CENTER OF WILKES 1260 COLLEGE AVE SUITE 5 WILKESBORO NC 28697 853991767 501(C)(3) 10000 0 CHALLENGE GRANT TO ENCOURAGE THE ORGANIZATION TO SEEK ADDITIONAL FUNDING FROM INDIVIDUALS FOR GENERAL OPERATING SUPPORT FOR THEIR EFFORTS TO PROVIDE SERVICES TO CHILDREN WHO HAVE BEEN SEXUALLY OR PROFOUNDLY PHYSICALLY ABUSED. MATCH 1:1 SAMARITAN KITCHEN OF WILKES PO BOX 1072 WILKESBORO NC 28697 562065712 501(C)(3) 33000 0 GRANT TO SUPPORT PURCHASE OF FOOD FOR THE CLIENT PANTRY AT SAMARITAN KITCHEN FOR 1,500 MONTHLY VISITORS AS WELL AS FOOD FOR THE BACKPACK PROGRAM, PROVIDING WEEKEND MEALS TO 780 STUDENTS WHO ARE FOOD INSECURE. WILKES CIRCLES OF CARE PO BOX 1621 NORTH WILKESBORO NC 28659 263928352 501(C)(3) 10000 0 CHALLENGE GRANT TO ENCOURAGE THE ORGANIZATION TO SEEK ADDITIONAL FUNDING FROM INDIVIDUALS FOR GENERAL OPERATING SUPPORT FOR THEIR EFFORTS TO EDUCATE COMMUNITY MEMBERS ABOUT THE EFFECTS OF GENERATIONAL AND SITUATIONAL POVERTY AND TO EQUIP PARTICIPANTS IN THEIR PROGRAMMING WITH SKILLS AND SUPPORT TO CREATE FINANCIAL STABILITY. MATCH 1:1 AND SUPPLIES FOR HEALTHY EATING CLASSES WILKES COMMUNITY PARTNERSHIP FOR CHILDREN PO BOX 788 NORTH WILKESBORO NC 28659 561875083 501(C)(3) 15994 0 CHALLENGE GRANT TO ENCOURAGE THE ORGANIZATION TO SEEK ADDITIONAL FUNDING FROM INDIVIDUALS FOR GENERAL OPERATING SUPPORT FOR THEIR EFFORTS TO PROVIDE SERVICES TO PARENTS OF CHILDREN AGES BIRTH TO FIVE.MATCH 1:1 AND CREATION OF A SUPPORT AND EDUCATION GROUP FOR NEW MOTHERS AND PURCHASE OF BABY FORMULA FOR THOSE IN NEED. WILKES COUNTY HEALTH DEPARTMENT 306 COLLEGE STREET WILKESBORO NC 28697 566000350 GOVERNMENT 20000 0 CHALLENGE GRANT TO ENCOURAGE THE ORGANIZATION TO SEEK ADDITIONAL FUNDING FROM INDIVIDUALS FOR GENERAL OPERATING SUPPORT FOR THEIR EFFORTS TO PROVIDE INCREASED ACCESS TO MENTAL AND PHYSICAL HEALTH CARE SERVICES FOR MIDDLE AND HIGH SCHOOL STUDENTS THROUGH THE MOBILE EXPANDED SCHOOL HEALTH BUS, DIABETES PREVENTION PROGRAMS, AND FRESH FOOD VOUCHERS FOR FAMILIES WHO MAY NOT KNOW WHERE THEIR NEXT MEAL IS COMING FROM. WILKES COUNTY SCHOOLS 613 CHERRY STREET NORTH WILKESBORO NC 28659 566001133 GOVERNMENT 113033 0 THE SHELTON HELPING HANDS FUND PROVIDES ITEMS AND SERVICES TO FAMILIES STRUGGLING TO MEET EMERGENCY NEEDS / CHALLENGE GRANT TO ENCOURAGE THE ORGANIZATION TO SEEK ADDITIONAL FUNDING FROM INDIVIDUALS FOR GENERAL OPERATING SUPPORT FOR THEIR EFFORS TO BUILD A NEW ACCESSIBLE PLAYGROUND FOR THE CHILDREN OF THEIR SCHOOL AND BROADER COMMUNITY. MATCH 1:1 / CHALLENGE GRANT TO ENCOURAGE THE ORGANIZATION TO SEEK ADDITIONAL FUNDING FROM INDIVIDUALS FOR GENERAL OPERATING SUPPORT FOR THEIR EFFORTS TO BUILD A NEW, ACCESSIBLE PLAYGROUND FOR THE CHILDREN OF THEIR SCHOOL AND BROADER COMMUNITY. MATCH 1:1 AND SUPPORT FOR COMMUNITY 5K FUNDRAISER WILKES DENTAL CONSORTIUM INC 1915 WEST PARK DRIVE SUITE 104 NORTH WILKESBORO NC 28659 911943799 501(C)(3) 28238 0 CHALLENGE GRANT TO ENCOURAGE THE ORGANIZATION TO SEEK ADDITIONAL FUNDING FROM INDIVIDUALS FOR GENERAL OPERATING SUPPORT FOR THEIR EFFORTS TO PROVIDE DENTAL SERVICES TO THE UNDERSERVED AND UNSERVED CHILDREN AND ADULTS IN WILKES COUNTY. MATCH 1:1 WILKES DEVELOPMENTAL DAY SCHOOL 1021 WELBORN AVE WILKESBORO NC 28697 560933694 501(C)(3) 10000 0 CHALLENGE GRANT TO ENCOURAGE THE ORGANIZATION TO SEEK ADDITIONAL FUNDING FROM INDIVIDUALS FOR GENERAL OPERATING SUPPORT FOR THEIR EFFORTS TO PROVIDE AN EDUCATIONAL EXPERIENCE TO CHILDREN WITH AND WITHOUT SPECIAL NEEDS. MATCH 1:1 WILKES FAMILY YMCA 1801 YMCA BOULEVARD WILKESBORO NC 28697 560530015 501(C)(3) 10000 0 GRANT PROVIDING FUNDING FOR AFTERSCHOOL AND SUMMER CAMP PROGRAM FOR CHILDREN AGED 5 14, WHERE PARTICIPANTS RECEIVE NUTRITIOUS MEALS AND ARE TAUGHT HEALTHY HABITS. WILKES LITERACY 910 C STREET NORTH WILKESBORO NC 28659 561675992 501(C)(3) 11600 0 CHALLENGE GRANT TO ENCOURAGE THE ORGANIZATION TO SEEK ADDITIONAL FUNDING FROM INDIVIDUALS FOR GENERAL OPERATING SUPPORT FOR THEIR EFFORTS TO IMPROVE HEALTH LITERACY TO THOSE IN NEED. MATCH 1:1 WILKES YOUTH LIFE DEVELOPMENT PO BOX 1112 MORAVIAN FALLS NC 28654 873532079 501(C)(3) 26000 0 CHALLENGE GRANT TO ENCOURAGE THE ORGANIZATION TO SEEK ADDITIONAL FUNDING FROM INDIVIDUALS FOR GENERAL OPERATING SUPPORT FOR THEIR EFFORTS TO PROVIDE SERVICES TO WILKES COUNTY YOUTH AGED 8 24 SO THEY BECOME MENTALLY AND PHYSICALLY FIT ADULTS. MATCH 1:1. GRANT PROVIDED TO SUPPORT OPERATIONS OF THE CHANGE WAGON, A FOOD TRUCK PROVIDING WORK EXPERIENCE TO STUDENTS AS WELL AS FREE MEALS TO THOSE IN NEED. 14 2 SCHOLARSHIPS - SCH & EDUCATION 36 72000 PART I, LINE 2: THE FOUNDATION USES AN ONLINE APPLICATION SYSTEM FOR GRANTS AND SCHOLARSHIPS. MANAGEMENT AND STAFF REVIEW GRANTS AND SUBMIT TO THE APPROPRIATE COMMITTEE MEMBERS FOR INDEPENDENT REVIEW. THE PROGRAM COMMITTEE MEETS AND DETERMINES RECOMMENDATIONS FOR AWARDS AND THEIR AMOUNTS, WHICH ARE THEN TAKEN TO THE FULL BOARD FOR APPROVAL. THE SCHOLARSHIP COMMITTEE IS GIVEN A SCHOLARSHIP BUDGET, AND AWARDS ARE DETERMINED COMPETITIVELY ON THE STRENGTH OF THE APPLICATIONS. IN SOME CASES, COMMITTEES AND/OR MANAGEMENT ARE GIVEN AUTHORITY TO MAKE AWARDS WITHIN A DEFINED BUDGET AND ESTABLISHED PARAMETERS. FORM 990, PART VI, SECTION A, LINE 4 BYLAW AMENDMENTS WERE MADE ON 11/6/2025. SIGNIFICANT CHANGES ARE LISTED BELOW: - SECTION 5.4 - CHANGED EX-OFFICIO MEMBERS SO THAT THE EXECUTIVE DIRECTOR IS THE ONLY EX-OFFICIO MEMBER OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE OFFICER, EXECUTIVE DIRECTOR, AND THE FINANCE COMMITTEE REVIEW THE RETURN BEFORE THE RETURN IS SIGNED AND FILED. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION COLLECTS INFORMATION FROM BOARD MEMBERS ABOUT THEIR AFFILIATIONS AND SPOUSAL AFFILIATIONS ON A YEARLY BASIS, AND ASKS THEM TO REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY ANEW EACH YEAR. MANAGEMENT REVIEWS GRANT APPLICATIONS FROM ENTITIES SEEKING FUNDING FROM THE FOUNDATION AND COMPARES ITS CURRENT BOARD LIST WITH HEALTH FOUNDATION BOARD MEMBERS, AND MAKES NOTE OF ANY CONFLICTS THAT EXIST DURING THE REVIEW PROCESS. THE CONFLICT IS THUS MADE KNOWN TO ALL MEMBERS OF THE PROGRAM COMMITTEE, WHO MAKE RECOMMENDATIONS TO THE FULL BOARD. ANY CONFLICT IS STATED AT THAT TIME, AND THE CHAIRMAN ASKS IF ANY OTHER CONFLICTS EXIST. MEMBERS WHO HAVE A CONFLICT OF INTEREST ARE ASKED TO LEAVE THE ROOM FOR THE VOTE. THE SAME PROCESS IS FOLLOWED FOR REAL ESTATE CONTRACTS AND NEGOTIATIONS. THERE IS ALSO A STATE AND EXPECTED ONUS OF REPONSIBILITY PUT ON BOARD MEMBERS TO DISCLOSE ANY CONFLICTS WE MAY BE UNAWARE OF. ALL OF THE ABOVE APPLIES TO MANAGEMENT AND STAFF AS WELL. FORM 990, PART VI, SECTION B, LINE 15 THE PERSONNEL COMMITTEE, CONSISTING OF THE OFFICERS AND AT-LARGE MEMBERS OF THE EXECUTIVE COMMITTEE, ARE INDEPENDENT MEMBERS OF THE BOARD OF DIRECTORS OF THE HEALTH FOUNDATION, INC AND ARE RESPONSIBLE FOR DETERMINING THE COMPENSATION OF THE EXECUTIVE DIRECTOR AND STAFF ON AN ANNUAL BASIS. THE COMMITTEE, IN CONVERSATION WITH THE EXECUTIVE DIRECTOR, DETERMINES YEARLY GOALS IN THE AREAS OF FUNDRASING, ADMINISTRATION, COMMUNICATIONS, COMMUNITY RELATIONS, LEADERSHIP AND PLANNING, RECORDS MAINTENANCE, AND OTHER AREAS AS DEEMED FIT BY THE BOARD OF DIRECTORS. CURRENT COMPENSATION IS COMPARED TO THE MOST CURRENTLY AVAILABLE SALARY REPORTS, AS PREPARED BY VARIOUS PROFESSIONAL ASSOCIATIONS OF NOT-FOR-PROFIT ENTITIES. THE CHAIRMAN OF THE COMMITTEE REFERENCES THE DIRECTOR'S AND STAFF SALARIES TAKING INTO CONSIDERATION BUDGET SIZE, TYPE OF INSTITUTION, NUMBER OF EMPLOYEES SUPERVISED, YEARS OF EXPERIENCE, REGION, COST OF LIVING CHANGES, HIGHEST LEVEL OF EDUCATION, AND PROFESSIONAL DESIGNATIONS ACHIEVED. THE COMMITTEE DELIBERATES OUTSIDE THE PRESENCE OF THE DIRECTOR AND STAFF AND THEN MAKES ITS SALARY RECOMMENDATIONS TO THE FULL BOARD. AFTER DISCUSSION, APPROVALS ARE MADE AND THE DIRECTOR NOTIFIED. THE HEALTH FOUNDATION, INC HAS ADOPTED THE ASSOCIATION OF FUNDRAISING PROFESSIONALS CODE OF ETHICAL CONDUCT AND THEREFORE DOES NOT PROVIDE PERCENTAGE BASED COMMISSIONS OR BONUSES BASED SOLELY ON FUNDRAISING GOALS TO THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: ROUNDING -1. 990, PART XII, LINE 2C NO CHANGES FROM PRIOR YEAR.