Beruflich Dokumente
Kultur Dokumente
For, 900_PF
n Pntema ! Revenue Sarvlas7(
0M9Na 1545-0052
Note: The foundation may be able to use a copy of this return to satisfy state reporting requilrements. For calendar year 2007 , or tax year beginning , and ending Initial return A Check all that a of foundation Name Use the IRS Final return Amended return
2007
label. Otherwise .
print
INC.
Rownrwn
58-6038145
B Telephone number
Number and ousel (or P 0. box number If mall Is not delivered to street address)
ortype .
See Speclfl City or town, state, and ZIP code Instructions . INSTON- SALEM , NC 27101 H- Check typeof organaation: Section 501(c)(3) exempt private foundation Q Section 4947(a)(1) nonexempt charitable trust [J Other taxable private foundation I Fair market value of all assets at end of year (from Part 11, co!. (c), line 16) J Accounting method: = Other ( specify ) Cash
00
336-725-7541
C it exemption application Is pending , check here
0 1. Foreign organ izations, check here . sqii test, 2Accrual E It p rivate foundation status was terminated under section 507(b)(1)(A), check here F If the foundation is in a 60-month termination under section 507(b)(1)(B), check here.. d Disbursements (c) ) Adjusted net for charitable purposes income
lys is of Revenue an d Exp enses P81t 1 Ana total of amounts In columns (b), (c^ and (d) may
neoessaily equal the amounts In column (a})
( a ) Revenue and
( b) Net investment
income
..
21, 4 12,520. -
NIA
- -s -
temporary
73,193.
73,193.
- '
5a Gross rents
b Net rental Income or (loss) m 7 C .. - , - . - 0. ' ' _ - . , i Be Net gain or (loss) from sale of assets not on line 10 Gross sales price for all b assets on line ea 7 Capital gain net Income (from Part N, line 2)
00 0 cm cV era
c 11 12 13 14 15 18a
, etc
Other employee salaries and wages ., . Pension plans, employee benefits STMT Legal fees .
W Z
b Accounting fees
c Other pr 17 Interest
STMT 2
c .EIVED
22,085,713. 372,595. 644 ,6 74. 249, 8 3 2. 75, 386. 8,570. 79,932. 103,132. 19 6, 0 0 3.
2 2 7, 8 9 6.
673,193. 0. 0. 0. 0. 0. 0. 0 0.
0.
372 .5 5. 644,674. 2 4 9, 8 3 2. 75,386. 8,570. 66,759. 196 ,003 7 2 27,896. 45 , 3 44 . 977, 964. 2,864, 993.
770-20' , 995. 7 7-
18 Taxes
-' 19 Deprecla 20 Occupan n
SAM
o 2 1 2008 0
a 21 Travel, c
cc
UE ub * 22 Printing 7
c 23 Other expenses
I
UT
0. 0. 0. 0.
,095,626.
673 193.1 - ' N/A
Form 990-PF (2007)
_ .i
07-25-07
723501
P q
Z.
INC.
(b) Book Value
5 8-6038145
Paget
Balance Sheets
Beginning of year
(a) Book Value
I Cash - non-interest-bearing . .
..
3 Accounts receivable ^
Less : allowance for doubtful accounts ^ 4 Pledges receivable ^ Less: allowance for doubtful accounts ^
8,643.
5 Grants receivable
" .. . .
..
. . .". .
8 Receivables due from officers, directors , trustees, and other disqualified persons . .. . . .
7 Olhei notes and loans mcet able 111.
Inventories for sale or use .. Prepaid expenses and deferred charges Investments - U.S. and state government obligations Investments - corporate stock Investments - corporate bonds . ... .
Investments - land. buddings, and equipment basis
Less accumulated deprecladon
. ..
^
^
723, 645.
475, 881.
. . . ". ....
3 09 , 14T.94,000.
7 , 7CU. 2 4-
2 4 7, 7 6 4.
..
....
13 Investments - other
14 Land, buildings, and equipment basis ^
Lass accumulated depreciation ^
co
Total assets to be comp leted by all filers Accounts payable and accrued expenses , Grants payable . Deferred revenue
19,559,108.
21,654,734.
21,654,734.
i
. ,
Loans from ofllc&a , direct ors, trustees. and other disqualified persons
21 Mortgages and other notes payable 22 Other liabilities ( describe ^ 23 Total liabilities (add lines 17 throu g h 22 ) Foundations that follow SFAS 117, check here and complete lines 24 through 28 and lines 30 and 31. 24 Unrestricted 25 Temporarily restricted 0. ^ 0.
C 2
0. 0.
0. 0.
29 Retained earnings, accumulated income, endowment, or other funds Z 30 Total net assets or fund balances
31 Total liabilities and net assetstfund balances
19,559,108.
19,559,108. 19,559,108. 1
21,654,734. 21,654,734. 1
p^ lil
1 Total net assets or fund balances at beginning of year - Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year ' s return ) . . line 27a Enter amount Part I, from 2
, 559, 108
0 .
2, 095,626.
3 Other increases not included in line 2 ( itemize) ^ 4 Add lines 1, 2, and 3 ."
. "
3 4
5 8
21,
55 4 , 734 .
0 .
5 Decreases not included in line 2 (itemize) ^ 6 Total net assets or fund balances at end of year ( line 4 minus line 5) - Part II, column (b), line 30
07-25-07
723511
Form 990-PF (2007) Z. SMITH REYNOLDS FOUNDATION, INC . MartiVI Capital G ai ns and Losses for Tax on I nvestment I ncome
(a) List and describe the kinds of property sold (e.g., real estate, () () ' 2-story brick warehouse; or common stock, 200 shs MLC Co.) 1e acquired - Purchase D - Donation
58-6038145
(c) Date acquired (mo., day, yr.)
Page 3
b
C d e (a) Gross sales price
e b
NONE
^ d a
Complete only for assets showing gain in column (h) and owned by the foundation on 12131/69 (I) F.M.V. as of 12/31/69 (J) Adjusted basis as of 12/31/69 (k) Excess of col. (i) over col. (j), it any (I) Gains (Col. (h) gain minus col. (k), but not less than -0-) or Losses (from col. (h))
a
b
c d e
2 Capital gain net income or (net capital loss). If ain, also enter in Part I, line 7 If ?loss), enter -0- in Part I, line 7 . .. 2
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6): If gain, also enter in Part I, line 8, column (c). If (loss), enter -0- in Part I, line 8
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
Part v I uualiTIcatlon Unger Jection 4!!4u(e) Tor Iieaucea i ax on Net investment income
If section 4940( d)(2) applies, leave this part blank. Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period? . . . If 'Yes, the foundation does not qualify under section 4940 (e). Do not complete this part I Enter the appropriate amount in each column for each year, see instructions before making any entries. e Base period years (c) (b) Adjusted qualifying distributions Net value of nonchardable -use assets Calendar year ( or tax year beginning in) O Yes No
2 Total of line 1, column ( d)_ 3 Average distribution ratio for the 5-year base period - divide the total on line 2 by 5, or by the number of years the foundation has been in existence if less than 5 years . 4 Enter the net value of noncharitable -use assets for 2007 from Part X, line 5 5 Multiply line 4 by line 3 8 Enter 1% of net investment income ( 1% of Part I, line 27b) 7 Addlines5and6 8 Enter qualifying distributions from Part XII , line 4 If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b , and complete that part using a 1% tax rate. See the Part VI instructions. . .
855299 ,241.
13, 041
24, 202,133.
19 ,927
,637.
723521/07-25-07
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INC.
-6038145
Page4
Excise Tax Based on Investment Income (Section 4940(a), 4940 (b), 4940(e), or 4941 I - see I nstructions) Part YI operating foundations described in section 4940(d)(2), check here ^ and enter 'N/A' on line 1. 1a Exempt Date of ruling letter. ( attach copy of ruling letter if necessary-see Instructions) _
b Domestic foundations that meet the section 4940 (e) requirements in Part V, check here ^ O and enter 1% of PartI , line27b . ... c All other domestic foundations enter 2% of line 27b . Exempt foreign organizations enter 4% of Part 1, line 12, col. (b) 2 Tax under section 511 ( domestic section 4947 (a)(1) trusts and taxable foundations only. Others enter -0-) 1
13,464. 0. 0. 6 .
3 Add lines 1 and 2 4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
5 Tax based on Investment Income . Subtract line 4 from line 3. If zero or less, enter -06 Credits/Payments:
3 4
6
13 , 13,
a 2007 estimated tax payments and 2006 overpaym ent credited to 2007 b Exempt foreign organizations --tax-with - held at source
8a 6b
13 , 464.
6c c Tax paid with application for extension of time to file (Form 8868) d Backup withholding erroneously withheld ... , 6d 7 Total credits and payments. Add lines 6a through 6d 8 Enter any penaityfor underpayment of estimated tax Check here [] if Form 2220 is attached .. . . .. 9 Tax due . If the total of lines 5 and 8 is more than line 7, enter amount owed . 10 Overpayment . If line 7 is more than the total of lines 5 and 8, enter the amount overpaid 11 Enter the amount of line 10 to be: Credited to 2008 estimated
^ ^ Refunded ^
7 8 9 1( 11
13.464.
1a During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? , . .. . . . . .. . . ... .. . .... .. .. . . . .. b Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see instructions for definition)? If the answer is 'Yes' to la or 1b, attach a detailed description of the activities and copies of any materials published or distributed by the foundation in connection with the activities. c Did the foundation file Form 1120-POL for this year? . . . d Enter the amount (d any) of tax on political expenditures (section 4955) imposed during the year. 0. (2) On foundation managers. lop- $ 0 (1) On the foundation. ^ $ e Enter the reimbursement (d any) paid by the foundation during the year for political expenditure tax imposed on foundation 0. managers. ^ $ activities 2 Has the foundation engaged in any that have not previously been reported to the IRS? If 'Yes,' attach a detailed description of the activities. 3 Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments? If 'Yes,' attach a conformed copy of the changes . 4a Did the foundation have unrelated business gross income of $1,000 or more during the year? . . , b If 'Yes, has it filed a tax return on Form 990-T for this year? N/A 5 Was there a liquidation, termination, dissolution, or substantial contraction during the year? If 'Yes,' attach the statement required by General Instruction T. 6 Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either. By language in the governing instrument, or By state legislation that effectively amends the governing instrument so that no mandatory directions that conflict with the state law remain in the governing instrument? 7 Did the foundation have at least $5,000 in assets at any time during the year? If 'Yes,' complete Part 11, col. (c), and Part XV.
to tb
X X
1c
X .
3 4a 4b
X X
5 ' -
X j
6
7
X
X
8a Enter the states to which the foundation reports or with which it is registered (see instructions) ^ NC
b If the answer is 'Yes' to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state as required by General Instruction G? If 'No,' attach explanation _ 9 Is the foundation claiming status as a private operating foundation within the meaning of section 4942(1)(3) or 4942(1)(5) for calendar year 2007 or the taxable year beginning in 2007 (see instructions for Part XIV)? If 'Yes,' complete Part XIV
10 Did any persons become substantial contributors during the tax year? if -Yes.- attach a schedule Iistlna their names and addresses
8b 9. 10
X XX
07-25-07
723531
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.11a At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)? If 'Yes; attach schedule. (see instructions) ... . ... . . . . . ... .. . . . . . .. ... . .... b If `Yes; did the foundation have a binding written contract in effect on August 17, 2007, covering the interest, rents, royalties, and annuities described in the attachment for line 1la? N/A , 12 Did the foundation acquire a direct or indirect interest in any applicable insurance contract? ... 13 Did the foundation comply with the public inspection requirements for its annual returns and exemption application? Website address ^ WWW. ZSR.ORG
.11. 11b 12 13
X X
14 The books are in care of ^ BARBARA MABE Locatedat. 147 S. CHERRY ST, ST 200 WINSTON-SALEM, 15 Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF In lieu of Form 1041 - Check here
and enter the amount of tax-exempt interest received or accrued during the year
NC
File Form 4720 If any item Is checked In the Yee column, unless an exception applies. 1a During the year did the foundation (either directly or indirectly): (1) Engage in the sale or exchange, or leasing of property with a disqualified person? . . . _ . . .. 0 Yes (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? .. . . Q Yea (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? .=Yes (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? Yes (5) Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? .. . ... [l Yes ... .. .... . ... (8) Agree to pay money or property to a government official? (Exception . Check'No* if the foundation agreed to make a grant to or to employ the official for a period after termination of government service, it terminating within 90 days.) . ... .... 0 Yes b If any answer is'Yes' to la(1)-(6), did any of the acts fad to quality under the exceptions described in Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 22 of the instructions)? Organizations relying on a current notice regarding disaster assistance check here .. . . .. .. c Did the foundation engage in a prior year in any of the acts described in la, other than excepted acts, that were not corrected before the first day of the tax year beginning in 2007? 2 Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private operating foundation defined in section 4942(1)(3) or 4942(1)(5)): a At the end of tax year 2007, did the foundation have any undistributed income (lines 6d and Be, Part XIII) for tax year(s) beginning before 2007? El Yes If 'Yes,' list the years ^ b Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income? (If applying section 4942(a)(2) to all years listed, answer'No' and attach
No lb ^0 1c X
No
..
..
..
....
.. _ . _ ....
..
..
N/A
2b
c If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here. ^ 3a Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? . . . _ .. .
[ Yes No b If 'Yes; did it have excess business holdings in 2007 as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine if the foundation had excess business holdings in 2007.) . . . N/A _ 4a Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? . . .. b Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from oar before the first day of the tax year be innin in 2007?
3b X
1 X T 4
723541 07-25-07
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INC.
58-6038145
uired Continued
55 During the year did the foundation pay or incur any amount to. (1) Carry on propaganda , or otherwise attempt to influence legislation (section 4945(e))? (2) Influence the outcome of any specific public election (see section 4955 ); or to carry on, directly or indirectly,
Q Yes No
..
. .
.... [J Yes No
Yes 0 No
_ ..
_ ...
.. . .
..
. . ..
. .
0 Yes No
(5) Provide for any purpose other than religious, charitable , scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? . . . [1 Yes No b If any answer is 'Yes' to 5a(1)-(5), did any of the transactions-fail to quality under the exceptions described in Regulations
tib
8s b 7s b
8b
7b
Information About Officers, Directors , Trustees, Foundation Managers, Highly Part VIII 0 Pa i d Emp l oyees, and Contractors
1 List all officers, directors , trustees, foundation managers and their compensation. (b) Title, and avera ge hours per week devoted (a) Name and address to position
(c) Compensation ( It not paid, enter -0- )
Conti lbuonsto amp tie^benefitptans compensation
SEE STATEMENT 6
372,595. 77,977.
0.
2 Compensati on of fi ve highest- pa id employees (oth er than those I nc u (a) Name and address of each employee paid more than $50,000
on ne 1 . none , enter' (b) Title and average hours per week (c) Compensation devoted to position
PROGRAM OFFIC ER
40.00
PROGRAM OFFIC ER
40.00
27053
40.00
51,176. 21,317.
u,uuu
^ I
723551 07-25-07
Form 990-PF (2007) Z. SMITH REYNOLDS FOUNDATION, INC. 58-6038145 Information About Officers, Directors, Trustees, Foundation Managers, Highly P 11 Paid Empl oyees, and Contractors continued
3 Five highest-paid Independent contractors for professional services. If none , enter NONE.4 (a) Name and address of each person paid more than $50,000 (b) Type of service
Pag e 7
(c) Compensation
BROOKS, PIERCE, MCLENDON, HUMPHREY & LEONARD 230 NORTH ELM ST., SUITE 2000 , GREENSBORO , NC LEGAL SERVICES RALPH SIMP SON & ASSOCIATES ' PUBLIC RELATIONS & 27102 P 0 BOX 19 4 , WINSTON-SALEM, NC VIDEO PRODUCTIONS JFK CONSULTING GROUP INC STRATEGIC BUSINESS 2950 HOPE VALLEY ROAD, WINSTON-SALEM, NC 2710 P LANNING & ASSESSME
... _
.._ .
_
I
_ _ ^
TEMENT A
568,423.
1 NONE
0.
07-25-07
723561
10
Form 990-PF (2007) Part 7C
1
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INC.
5 8-6038145
Page 8
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see Instructions.)
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes: ....... .... .. a Average monthly fair market value of securities D Average of monthly cash balances .. .... . . .. .. .. ......
. .. ... .. ....
1a lb
13,189,000.
50 , 839 .
c Fair market value of all other assets d Total (add lines la, b, and c) . -
.. . ..... .
. .. ... ..... ..
... ...
..... . .. . . ... ..
.. ,
0 .
1c 1d
13,239,839 .
0 .
a Reduction claimed for blockage or other factors reported on lines la and . . .. . ... . ... .. . 1c (attach detailed explanation) . .
...
1e
2 3
4 - -5 8 P 1 2a b c
2 3
13,239,839 .
198,598 . 13, 0 1 , 2 1.
4 5 6 Distributable Amount (see Instructions) (Section 4942(j)(3) and (I)(5) private operating foundations and certain foreign organizations check here ^ [] and do not complete this part.) .. . 2a 2b .. . . . ... ... . . 1
Minimum investment return from Part X. line 6 . . . Tax on investment income for 2007 from Part VI, line 5 Income tax for 2007. (This does not include the tax from Part VI.) Add lines 2a and 2b
13,464.
2c
3
4 5 8 7
3
4 5 8
650,80 4 .
723571 07-25-07
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INC.
58 - 6038145
Page 9
line?
2 Undistributed Income, 11 any , as of the and of 2006'
650, 804.
0.
^L- ^ - - _ ` 0.
' `t i
`F'W-.
-
-ate i^1' 'k -- ar
_
Y
- x fM n
-- -
1
'Y^4v-'Y.' -rl^4' PLM-
- --
if_. ...yam
e From 2006
f Total of lines 3a throug h e 4 Qualifying distributions for 2007 from 0. - , -.- - - -
19 , 927,6 37.
-
->r'
_ 0 . - . v 0.
&Applied to 2006, but not more than line 2a bApplied to undistributed income of prior years ( Election required - see instructions) c Treated as distributions out of corpus *,* (Election required - see instructions ) amount Applied to 2007 distributable d eRemaining amount distributed out of corpus
5 Excess dlstrlbutbns nrryover applied to 2007 (n an amount appears in column (4 the same amount must be shown in column (a)) -
19,717,657.
209 1 980. 0.
0 3 ' _ ' _ 0
, 717,657.
0.
_
0
- '
{ ' -
Prior years ' undistributed income . Subtract :Prior b line 4b from line 2b c Enter the amount of prior years' undistributed income for which a notice of deficiency has been issued, or on which sectio n 4942(a) tax has been previous ly the assessed d Subtract line Sc from line 6b . Taxable
0
-
be distributed in 2008
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942 ( g)(3)
440 , 824.
19 , 717
,657.
0 .
.^
-^
0.
-;
aExcess from b Excess from c Excess from d Excess from e Excess from
723581 07-25-07
* * SEE STATEMENT 7
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INC.
58-603814 5
Page 10
.1 a If the foundation has received a ruling or determination letter that it is a private operating ^ L foundation , and the ruling is effective for 2007, enter the date of the ruling b Check box to indicate whether the foundation is a p rivate o peratin g foundation described in section Prior 3 years Tax year 2 a Enter the lesser of the adjusted net ( b) 2006 (a) 2007 (c) 2005 income from Part I or the minimum
(e) Total
investment return from Part X for each year listed b 85% of line 2a
c Qualifying distributions from Part XII, line 4 for each year listed . . if Amounts included in line 2c not J used directly for activeconductof- exempt activities a Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c 3 Complete 3a, b, or c for the alternative test relied upon: a 'Assets' alternative test - enter. (1) Value of all assets ... .. . (2) Value of assets qualifying under section 4942(I)(3)(B)(i) b 'Endowment' alternative test - enter 2/3 of minimum investment return shown in Part X, line 6 for each year listed c 'Support alternative test - enter. (1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) (2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) (3) Largest amount of support from an exempt organization . (4) Gross investment income
PIart XVJ supplementary information (complete this part only if the foundation had $5,000 or more in assets at any time during the year- see the instructions.)
1 Information Regarding Foundation Managers: a List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).) b List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the ownership of a partnership or other entity ) of which the foundation has a 10% or greater interest
NONE
NONE 2 Information Regarding Contribution, Grant, Gift, Loan, Scholarship , etc., Programs:
Check here ^ 0 if the foundation only makes contributions to preselected charitable organizations and does not accept unsolicited requests for funds. If the foundation makes gifts, grants, etc. (see instructions) to individuals or organizations under other conditions, complete items 2a, b, c, and d. a The name, address, and telephone number of the person to whom applications should be addressed:
SEE STATEMENT 8
b The form in which applications should be submitted and information and materials they should include: c Any submission deadlines: if Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other factors:
723eor107-25-07
Form 990-PF (2007) Z. SMITH REYNOLDS FOUNDATION, [FaR xVj Suppl ementary I nformation (continued)
3
INC.
58-603814 5
Page 11
Grants and Contributions Paid During the Year or Approved for Future Payment If recipient is an individual, Recipient Foundation show any relationship to status of any foundation manager Name and address (home or business) recipient or substantial contributor a Paid during the year
Amount
17020995.
Total..
b Approved for future payment
^ 3a
17020995.
15267258.
Total
12N11/07'25-07
^ 3b 1 15267258.
Form 990-PF (2007)
4'
Z.
INC.
58-603814 5
(a)
Page 12
J sion,
(d) Amount
b
c
if
e
f p Fees and contracts from government agencies 2 Membership dues and assessments
-- -
673,193.
a Debt-financed property
b Not debt-financed property 8 Net rental income or (loss) from personal property . . .. . 7 Other investment income 8 Gain or (loss) from sales of assets other than inventory . 9 Net income or (loss) from special events 10 Gross profit or (loss) from sales of inventory.
11 Other revenue: a
b c
d
e
12 Subtotal. Add columns (b), (d), and (e) . . 13 Total. Add line 12, columns (b), (d), and (e) (See worksheet in line 13 instructions to verify calculations.) 0
673,193.
13
0.
673,193.
art XVI-B
Line No. y
Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to the accomplishment of the foundation's exempt purposes (other than by providing funds for such purposes).
Form 990-PF (2007) Z. SMITH REYNOLDS FOUNDATION, INC. 58-6038145 art Information Regarding Transfers To and Transactions and Relationships With Nonc arita e
1 Did the organization directly or indirectly engage in any of the following with any other organization described in section 501 (c) of the Code (other than section 501(c)(3 ) organizations ) or in section 527, relating to political organizations? a Transfers from the reporting foundation to a nonchardable exempt organization of (1) Cash . . ......... (2) Other assets . ... . ...... . . ... . . .. . . . ..
Page 13
Yes No - A X
1a 1 . ,, ,. ..
1&(2)
X
X X X X X X X
b Other transactions:
(1) Sales of assets to a noncharitable exempt organization lb( l (2) Purchases of assets from a noncharitable exempt organization 1b(2) (3) Rental of facilities, equipment, or other assets lb (3) (4) Reimbursement arrangements ......... .. ... 1b (5)- Loansor loan-guarantees . 1b(5 ) (8) Performance of services or membership or fundraising solicitations 1b (6 ) c Sharing of facilities , equipment, mailing lists, other assets, or paid employees 1c d If the answer to any of the above is 'Yes,* complete the following schedule . Column (b) should always show the fair market value of the goods, ot her assets, or services given by the reporting foundation. If the foundation received less than fair market value in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
2a Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations described
in section 501(c) of the Code (other than section 501(c)(3 )) or in section 527?. IN If 'Yes ' cmmnlete the fnllnwinn schedule ..... _ O Yes No
N/A
Under penalties of perkry, I declare that I have examined this return, Including accompanying schedules and statements , and to the best of my knowledge and belief, It Is this . correct, and complete D laratIon of preperer (other than taxpayer or fiduciary ) Is based on all information of which preparer has any knowledge
Signor
a of officer a
stee
Preparer's signature I If
a $ Rrm's name (or your
Huff-employed),
address, andZIPcode
723622 o7-25.07
Schedule B
(Form 990, 990-EZ, or 990- OF) Dapabnsnt of the Troasuy
Internal Revenue service
Schedule of Contributors
Supplementary Information for line 1 of Form 990, 990-EZ, and 990- PF (see Instructions)
OMB No 75^5-0W7
2007
Organization type (check one): Filers of: Form 990 or 990-EZ Section: 0 501 (c)( ) (enter number) organization
-0 4947(a)(1) nonexempt charitable trust not treated as a private foundation 0 527 political organization Form 990PF 501 (c)(3) exempt private foundation 0 4947(a)(1) nonexempt charitable trust treated as a private foundation 0 501 (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 RuleFor organizations filing Form 990, 990-EZ, or 990-PF that received, during the year, $5,000 or more (in money or property) from any one contributor. (Complete Parts I and II.) Special RulesFor a section 501 (c)(3) organization filing Form 990, or Form 990-EZ, that met the 33 1/3% support test of the regulations under sections 509(a)(1)/170(b)(1)(A)(v), and received from any one contributor, during the year, a contribution of the greater of $5,000 or 2% of the amount on line 1 of these forms. (Complete Parts I and II.) 0 For a section 501 (c)(7), (8), or (10) organization filing Form 990 , or Form 990-EZ, that received from any one contributor, during the year. aggregate contnbutions or bequests of more than $1,000 for use exclusively for religious , charitable, scientific, literary, or educational purposes , or the prevention of cruelty to children or animals . (Complete Parts I, II, and III.) For a section 501 (c)(7), (8), or (10) organization filing Form 990, or Form 990- EZ, that received from any one contributor, during the year, some contributions for use exclusively for religious, charitable, etc., purposes , but these contributions did not aggregate to 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. Do not complete any of the Parts unless the General Rule applies to this organization because it received nonexclusivey religious , charitable, etc., contributions of $5,000 or more during the year.) ^ $ Caution : Organizations that are not covered by the General Rule and/or the Special Rules do not file Schedule B (Form 990, 990-EZ or 990-PF), but they must check the box in the heading of their Form 990, Form 990-EZ or on line 2 of their Fonn 990-PF, to certify that they do not meet the filing requirements of Schedule B (Form 990, 990-Q or 990-PF). LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990, Form 990-EZ, and Form 990-PF.
123451 12-27-07
1o+
INC. 1 58-6038145
loPwtl
Name of organization
Z.
Part i^
(a) No.
W . N . REYNOLDS TRUST
Person
Payroll
ITLI
Q
$
NC 2 715 0
12,041,165.
Noncash
Z.
Person
Payroll Q
9,367,430.
Noncash
L1
MD 21203
(b) Name, address, and ZIP + 4 (c) Aggregate contributions
(Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4
(Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Aggregate contributions (d) Type of contribution Person Payroll Noncash
Q 0
(a) No.
(Complete Part II if there is a noncash contribution.) 723452 12-27-07 Sch edu l e 8 (Form 990. 990-EZ . or 9 19 07F) (2007)
Z.
INC.
58-6038145
FORM 990-PF
LEGAL FEES
STATEMENT
75 ,386. 75,386.
0. 0.
75,386_. 75,386.
FORM 990-PF
ACCOUNTING FEES
STATEMENT
0. 8,570. 8,570.
0. 0. 0.
0. 8,570. 8,570.
FORM 990-PF
TAXES
STATEMENT
66,759.
13,173.
0.
0.
66,759.
0.
TO FORM 990-PF, PG 1, LN 18
79,932.
0.
66,759.
STATEMENT(S)
1,
2,
Z.
INC.
58-6038145
STATEMENT 4
FORM 990-PF
OTHER EXPENSES
DESCRIPTION BANK CHARGES STATE ADVISORY PANEL CONSULTANT FEES AND EXPENSES COPYING - -DUES- - TECHNOLOGY COSTS OFFICE AND AUTO INSURANCE FELLOW/INTERN EXPENSE MAINTENANCE - OFFICE MACHINES MISCELLANEOUS POSTAGE OFFICE SUPPLIES MAINTENANCE - AUTOS TELEPHONE SABATICAL PROGRAM NANCY SUSAN REYNOLDS AWARDS OTHER DIRECT CHARITABLE ACTIVITIES CONTRACTED SERVICES STAFF PROFESSIONAL DEVELOPMENT STRATEGIC PLANNING
130. 43,274. 46,916. 10,660. -43-,-099: 34,500. 29,281. 716. 27,213. 49,498. 22,480. 24,243. 12,362. 16,588. 124,907. 164,823. 303,286. 840. 10,907. 12,241. 977,964.
0. 0. 0. 0. - -0-. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0.
130. 43,274. 46,916. 10,660 . 43,099. 34,500. 29,281. 716. 27,213. 49,498. 22,480. 24,243. 12,362. 16,588. 124,907. 164,823. 303,286. 840. 10,907. 12,241. 977,964.
TO FORM 990-PF, PG 1, LN 23
FORM 990-PF
OTHER FUNDS
STATEMENT
19,559,108. 19,559,108.
21,654,734. 21,654,734.
STATEMENT(S)
4,
Z.
INC.
58-6038145
FORM 990-PF
STATEMENT
COMPENSATION
EXEC DIRECTOR/SECRETARY
40.00 28035-7144
128,170.
24,305.
0.
PATRICIA B WILLIAMSON 3204 KENSINGTON PLACE WINSTON-SALEM, NC 27103 NANCY R BAGLEY % WA LIFE MAGAZINE
ASSISTANT SECRETARY
40.00
BOARD OF TRUSTEES
57,225.
18,145.
0.
1.00
BOARD OF TRUSTEES
6,250.
0.
0.
1.00
BOARD OF TRUSTEES
0.
0.
0.
1.00
BOARD OF TRUSTEES
5,000.
0.
0.
P 0 BOX 189
KINSTON, NC 28502 KATHARINE B MOUNTCASTLE 37 OENOKE LANE 06840 NEW CANAAN, CT MARY B MOUNTCASTLE 4106 KILDRUMMY COURT DURHAM, NC 27705 DR. LLOYD P TATE JR % NC STATE UNIV 4700 HILLSBOROUGH STREET 27606 RALEIGH, NC DANIEL CLODFELTER % MOORE & VAN ALLEN 100 NORTH TRYON ST FLOOR 47
1.00
BOARD OF TRUSTEES 1.00
6,250.
0.
0.
0.
0.
0.
0.
0.
0.
CHARLOTTE, NC
28202
STATEMENT(S)
Z.
DAVID NEAL
6,250.
0.
0.
MCLEAN, VA
22102
BOARD OF TRUSTEES 1.00
JANE S PATTERSON 902 EAST FRANKLIN STREET #4 CHAPEL HILL, NC 27514 - - - VIRGIL SMITH- -
6,250.
0.
0.
BOARD OF TRUSTEES
1.00
INTERIM EXC DIR. 40.00
5,000.
0.
0.
0.
PAGE 6 ,
PART VIII
372,595 .
77,977.
0.
STATEMENT(S)
Z.
INC.
58-6038145
FORM 990-PF
ELECTION UNDER REGULATIONS SECTION 53.4942(A)-3(D)(2) TO TREAT EXCESS QUALIFYING DISTRIBUTIONS AS DISTRIBUTIONS OUT OF CORPUS
STATEMENT
FOUNDATION TRUSTEES HEREBY ELECT UNDER IRC REG.53.4942(A)-3(D)2 TO TREAT $19,717,657 OF GRANTS MADE IN 2007 AS A DISTRIBUTION FROM CORPUS.
STATEMENT(S)
Z.
INC.
58-6038145
FORM 990-PF
STATEMENT
NAME AND ADDRESS OF PERSON TO WHOM APPLICATIONS SHOULD BE SUBMITTED SEE FOUNDATION WEBSITE: WWW.ZSR.ORG
TELEPHONE NUMBER
336-725-7541
FORM AND CONTENT OF APPLICATIONS THE FOUNDATION NO LONGER ACCEPTS PAPER GRANT APPLICATIONS. ALL INFORMATION REGARDING WHOM APPLICATIONS SHOULD BE DIRECTED, THE FORMAT OF THE APPLICATIONS AND ANY ADDITIONAL INFORMATION REQUIRED AS WELL AS SUBMISSION DEADLINES CAN BE FOUND AT THE FOUNDATION'S WEBSITE WWW.ZSR.ORG
ANY SUBMISSION DEADLINES SUBMISSION DEADLINES CAN BE FOUND AT THE FOUNDATION'S WEBSITE WWW.ZSR.ORG
RESTRICTIONS AND LIMITATIONS ON AWARDS INFORMATION CAN BE FOUND AT THE FOUNDATION'S WEBSITE WWW.ZSR.ORG.
STATEMENT(S)
58-6038145 990-PF -
(B) $95,772.18 for the development and implementation of a project to assist the Foundation in its ability to understand how community development organizations are working.
(C) $36,175.58 to support a special project of the Foundation designed to improve the delivery of professional development to teachers and strengthen schools, particularly those in low-wealth areas of the state. The project was approved for adoption by the State's Education Cabinet.
(D) $10,000.00 The Foundation supported Action for Children by sponsoring a table for 10 at its Action for Children Legacy Award honoring Tom Lambeth, a former executive director and current Senior Fellow of the Z. Smith Reynolds Foundation.
(E) $75,000 In 2006 the Board approved funding for the K-12 Master Plan, which was developed by a number of NC funders to address issues raised by No Child Left Behind, LeAndro, and other education policies in a comprehensive way. Over the past year, NC Network of Grantmakers' Education Working Group has been meeting to discuss the needs facing NC's elementary and secondary schools, and what organized philanthropy can do to help. The work will continue into 2008 as a report to education policymakers and stakeholders is developed from this work.
STATEMENT A PAGE 1 OF 2
(F) Fiscal Modernization Study Commission - $4,146.76 The General Assembly and Governor Easley have established a fiscal modernization study commission to undertake the task of recommending ways to modernize North Carolina's tax code, and examining and making recommendations with respect to state and local government revenue sharing and taxing authority. ZSR funds were used to pay for follow-up work relating to a commission retreat held in 2006 and for outside experts engaged in developing reports for the commission and advice to staff. (G) Global Warming Initiative - $21,606.43 for meetings/conferences on issues relating to global warming.
STATEMENT A PAGE2OF2
Action for Children North Carolina 1300 St. Mary's Street, Ste. 500 Raleigh, NC 27605 Action for Children North Carolina 1300 St. Mary's Street, Ste. 500 Raleigh, NC 27605 Administrative Office of the Courts-NC
Justice Building P. O. Box 2448
School of Government's NC Civic Education Consortium Small Grants Program - Youth Advocacy Toolkit. For general operating support to implement the health and economic security portions of AFC's results-based plan. School of Government's NC Civic Education
Consortium Small Grants Program - Constitutional Law/Civics Program for Elementary/Middle School
$5,000
$95,000
$2,500
- Raleigh, NC 27602 Adolescent Pregnancy Prevention Coalition-NC 3708 Mayfair Street, Suite 310 Durham, NC 27707
Affordable Housing Group of NC, Inc. 1300 Baxter St., Suite 215 Charlotte, NC 28204
Students. For general operating support for its statewide work educating service providers to implement successful adolescent pregnancy prevention interventions. $75,000
To create, develop and implement a comprehensive training/resource center and to support its ongoing efforts to educate homebuyers and produce affordable housing. For general operating support.
$50,000
$70,000
Raleigh, NC 27601
Alexander International Center For general operating support to staff a bilingual $10,000
$30,000
Sparta, NC 28675-9210
American Civil Liberties Union Foundation of NC P. O. Box 28004 Raleigh, NC 27611-8004 American Civil Liberties Union Foundation of NC P. O. Box 28004 Raleigh, NC 27611-8004
$30,000
$50,000
STATEMENT B 1OF29
990-PF 58-6038145
For general operating support to continue its leadership role partnering with agencies and non-profits to protect NC's disappearing farmland.
$30,000
For general operating support to support and expand its North Carolina ACORN chapters.
$150,000
To create the new Institute for Justice-System Improvement, a project of the American Judicature Society . For the Working Families Win project in North Carolina.
$50,000
$45,000
$35,000
$2,000
Appalachian Sustainable Agriculture Project 729 Haywood Rd., Suite 3 Asheville, NC 28806 Appalachian Voices 191 Howard Street Boone, NC 28607 Ashe County Partnership for Children 626-Unit 1 Ashe Central School Rd. Jefferson, NC 28640
$45,000
For general operating support to achieve improvement in air quality in North Carolina.
$30,000
$35,000
STATEMENT B 2 OF 29
990-PF 58-6038145
For general operating support aimed at building a network for dissemination of best management practices for NC barrier islands.
$35,000
$30,000
School of Government's NC Civic Education Consortium Small Grants Program - Tiger Tales.
$6,000
$20,000
Offender Program.
$75,000
Suite 104
Durham, NC 27701
$2,500
$40,000
P. O. Box 848 Kinston, NC 28502 Black Heritage Society, Inc. P. O. Box 848
Kinston, NC 28502
advocacy and education efforts related to increasing heritage tourism and economic development. For general operating support for the society's education programs regarding the role of the U.S. Colored Troops
durin g the Civil War.
$40,000
Blue Ridge Environmental Defense League P. O. Box 88 Glendale Springs, NC 28629 Bountiful Cities Project P. O. Box 898 Asheville, NC 28802
For general operating support to continue its statewide environmental justice work.
$60,000
To support healthy food production and enterprise development in low-income neighborhoods through community gardenin g.
$2,000
STATEMENT B 3 OF 29
990-PF 58-6038145
$3,750
Carolinas Clean Air Coalition P. O. Box 30204 Charlotte, NC 28230 Catawba County Hispanic Ministry 737 12th Street, SW Hickory, NC 28602
Catawba River Foundation, Inc. 421 Minuet Ln. #205
$30,000
For general operating support to provide information and assistance to Latino immigrants.
$25,000
For general operating support to advocate for protection of the Catawba River.
$50,000
Charlotte, NC 28217-2784
Center for Agricultural Partnerships, Inc. 1 West Pack Square, Suite 401 For the Farm Bill Work project designed to enable minority farmers to access critical assistance from federal conservation programs. $40,000
Asheville, NC 28801
Center for Community Action, Inc. P. O. Box 723 For the implementation phase of the Women's Economic Equity Project. $70,000
Lumberton, NC 28359
Center for Community Action, Inc. For its Rural Education Advancement program and the $50,000
Center for Community Change 1536 U Street, NW Washington, DC 20009 Center for Creative Leadership One Leadership Place P. O. Box 26300 Greensboro, NC 27438-6300
For the North Carolina Generation Change project designed to recruit, train and support new community organizers in North Carolina. For the design of a leadership capacity building program for nonprofit executive directors and program officers and for the conducting of a pilot session of the program. The pilot session is to be promoted and conducted in honor of Thomas K. Hearn. For the Public Information and Education project.
$45,000
$50,000
Center for Death Penalty Litigation, Inc. 201 West Main St., Suite 301 Durham, NC 27701
$60,000
STATEMENT B
4 OF 29
990-PF 58-6038145
Center for Dialogue P. O. Box 1205 Brevard, NC 28712 Center for Participatory Change, Inc. P. O. Box 9238 Asheville, NC 28815 Center for Participatory Change, Inc. P. O. Box 9238 Asheville, NC 28815
Center for Teaching Quality 500 Millstone Drive Suite 102 Hillsborough, NC 27278 Centro de Enlace, Inc. P. O. Box 236 Burnsville, NC 28714 Centro Latino of Caldwell County, Inc. 328-B Woodsway Lane Lenoir, NC 28645 Chatham County Partnership for Children 200 Sanford Highway, Suite 4 Pittsboro, NC 27312 Child and Parent Support Services 411 W. Chapel Hill St., Suite 908 Durham, NC 27701
To provide nonprofit practitioners an opportunity to reflect upon their growth and to re-integrate their sense of se and calling within the context of work. For general operating support to strengthen grassroots leaders, groups, and networks working on justice issues in Western NC. To directly support grassroots groups in Western NC that are addressing issues related to environmental, social and economic justice.
To support the use of national board certified teachers for higher math and science achievement in NC.
$5,000
$60,000
$3,000
$50,000
For start up and support for the first six months of a tortilleria, a workers cooperative owned and run by Latina women in Yancey County . For general operating support.
$3,000
$10,000
$40,000
For the 'Identifying and Responding to the Needs of Children in Domestic Violence Shelters' project.
$23,000
Child Care Services Association P.O.Box901 Chape l Hill, NC 27514 Children's Home, Inc. 1001 Reynolda Road Winston-Salem, NC 27104 Clean Water for NC 29 1/2 Page Avenue Asheville, NC 28801
$50,000
2006 Nancy Susan Reynolds Award desginated by Faith Lockwood for My Aunt's House for fundraising for operational expenses. To support a youth development program in Durham providing hands-on training and skill-building in stream restoration and energy conservation techniques, and coo rative business/entre preneurial planning.
$10,000
$9,000
STATEMENT B 5 OF 29
990-PF 58-6038145
$25,000
$35,000
School of Government's NC Civic Education Consortium Small Grants Program - Columbus County Student Internship Program. To support its work in North Carolina.
$5,000
$100,000
$40,000
$40,000
217 South Tryon St. Charlotte, NC 28202 Community Foundation of Southeastern NC P. O. Box 119 Wilmington, NC 28402-0119 Community Housing Development Corporation of Mooresville/South
Iredell
To support the long-term recovery efforts of the members of the Riegelwood community affected by the November 16, 2006 tornado disaster.
$50,000
For general operating support to subsidize operating expenses related to continued growth, production of
affordable housing, and homebuyer education.
$30,000
P. O. Box 827 Mooresville, NC 28115 Community Reinvestment Association of NC P. O. Box 1929 Durham, NC 27702 Community Reinvestment Association of NC P. O. Box 1929 Durham, NC 27702 For general operating support for efforts to fight predatory lending, improve policies and financing structures in the field of manufactured housing, and to educate consumers about sound financial practices. To assist in the administrative closing of The NC Fair Housing Center and convening likely partners to continue the Center's core work. $75,000
$10,000
STATEMENT B 6 OF 29
990-PF 58-6038145
Concerned Citizens of Tillery P. O. Box 61 Tillery, NC 27887 Concerned Citizens of Tillery P. O. Box 61 Tille , NC 27887 Connectinc, Inc. 110 Fountain Park Dr., Suite A-2 Battleboro, NC 27809 Conservation Council of North Carolina Foundation P. O. Box 12671 Raleigh, NC 27605
Conservation Council of North Carolina Foundation P. O. Box 12671 Ralei gh, NC 27605 Conservation Trust for NC 1028 Washington Street Raleigh, NC 27605
$50,000
To support Community/Civic Awareness workshops, community outreach/education, and voter education/registration in Halifax Count ,_NC. For the TEACH Central Project to increase first and second year teacher retention in eastern NC.
$2,500
$20,000
For general operating support to continue its advocacy and grassroots mobilization work.
$20,000
$10,000
$50,000
Corporation for Enterprise Development 123 West Main St., Suite 210 Durham, NC 27701
Council for Children 601 East 5th Street, Suite 510 Charlotte, NC 28202 Council for Children 601 East 5th Street, Suite 510 Charlotte, NC 28202
To increase public awareness of alternative methods of economic development and ways in which public funds can be used to support economic growth.
$90,000
To fund the Student Defense Project to ensure due process at Charlotte/Mecklenburg School suspension/expulsion hearings. For the Building Strategic Communities for Children project.
$30,000
$50,000
County of Wayne 209 South William Street Goldsboro, NC 27530 Countywide CDC P.O. Box 1261 Leland, NC 28451
To support the Voter Verification Contact Mailing project of the Wayne County Board of Elections.
$10,000
For general operating support to develop a comprehensive, affordable housing development strategy and for community development efforts.
$50,000
STATEMENT B 7 OF 29
990-PF 58-6038145
Crisis Assistance Ministry 500-A Spratt Street Charlotte, NC 28206 Culture's Edge at Earthaven Ecovillage 1025 Camp Elliott Road Black Mountain, NC 28711 Dan River Basin Association 413 Church Street, Suite 401 Eden, NC 27288-3243 Darryl Hunt Project for Freedom and Justice, Inc. Eight West Third St., Suite 350 Winston Salem, NC 27101
Davidson College P. O. Box 7145 Davidson, NC 28035-7145
$25,000
To strengthen collaborative efforts between farmers in McDowell and Rutherford Counties and build triple bottom line capacity at Earthaven. For general operating support for North Carolina staff and operating expenses of the North Carolina office.
$2,000 -$95,000
$40,000
A gift in honor of Thomas W. Ross' service to the Z. Smith Reynolds Foundation for need-based scholarships for North Carolina students from underrepresented populations to Davidson College. For Phase II of Making Democracy Work.
$100,000
Democracy Matters Institute, Inc. 2600 Johnny Cake Hill Rd. Hamilton, NY 13346 Democracy NC 1821 Green Street Durham, NC 27705
$10,000
For general operating support to fight the influence of money in politics and advocate for good government reforms. To support design assistance for a community garden and market to enable farmworkers to grow and preserve for their own use, and to develop entrepreneurial skills and build capacity for financial self-sufficienc y . To help at-risk youth and juveniles with disabilities stay in school by preventing and reducing long-term suspension.
$350,000
$3,000
$40,000
Dogwood Alliance, Inc. P. O. Box 7645 Asheville, NC 28802 DonorsChoose, Inc. P. O. Box 8453 Rocky Mount, NC 27804
$15,000
For general operational support to match up donors with education projects in North Carolina's low-resource communities.
$10,000
STATEMENT B 8 OF 29
990-PF 58-6038145 Z. SMITH REYNOLDS FOUNDATION, INC. GRANTS PAID - 2007 Down East Council on Hispanic Latino Affairs P. O. Box 453 New Bern, NC 28563 Duke University 334 North Building, Box 90077 Durham, NC 27708 Durham Affordable Housing Coalition 331 West Main Street, Suite 408 Durham, NC 27701
Durham Public Schools 511 Cleveland Street Durham, NC 27702 e-Polk Inc. P. 0. Box 340 Tryon, NC 28782 El Centro Latino 110 West Main Street, Ste. 2F Carrboro, NC 27510 El Pueblo, Inc. 4 N. Blount St., Suite 200 Raleigh, NC 27601
$25,000
$50,000
For general operating support and strategic planning to help guide the Coalition's work.
$25,000
To establish a New Teacher Center demonstration site to train mentors, extend research and expand outreach.
$50,000
$40,000
For the salaries and expenses related to the Latino Leadership Initiative.
$15,000
$100,000
School of Government's NC Civic Education Consortium Small Grants Program - Latino Youth Fellowshi p Project.
To support completion of the puppet caravan, community events, school programs, and production of a video on community-based arts programs.
$8,500
$2,000
Elon University 2610 Camps Box Elon, NC 27244 Employee Matching Gifts NC Environment North Carolina Research and Policy Center, Inc. 112 S. Blount Street Suite 102 Raleigh, NC 27601
$20,000
$980
For general operating support for public education, research, and organizing on clean air, clean water, and open spaces.
$30,000
STATEMENT B 9 OF 29
990-PF 58-6038145
$4,855
For general operating support to continue its workplace giving campaign program.
$35,000
that improves communications skills and builds capacity to address economic, social and environmental issues. For general operating support to strengthen leadership
for the LGBT community in North Carolina.
$35,000
$25,000
Greenville, NC 27834
Executive Service Corps of the Charlotte Region For cycles two and three of its Building Better Boards program. $40,000
201 West Main St., Suite 300 Durham, NC 27701 FairVote 6930 Carroll Ave. Suite 610 Takoma Park, MD 20912 FairVote 6930 Carroll Ave. Suite 610 Takoma Park, MD 20912 Faith in Action Inc. 705 North Greene Street Greensboro, NC 27401 To build a grassroots coalition to effect how North Carolina casts its Electoral College votes. $35,000
To hire a project director to help implement Instant Runoff Voting in North Carolina.
$35,000
$40,000
STATEMENT B 10 OF 29
990-PF 58-6038145
Family Guidance Center 17 Hwy 70 SE Hickory, NC 28602 Family Violence and Rape Crisis Services P. O. Box 1105 _ --Pittsboro, NC 27312 Forsyth Futures 601 North Cherry Street, Suite 250 Winston-Salem, NC 27101
Foundation for a Sustainable Community P. O. Box 2407
$25,000
$20,000 $40,000
For general operating support to build triple bottom line sustainability in the Orange County business community.
$15,000
Charlotte, Inc.
c/o University Development 9201 University City Boulevard
Charlotte, NC 28223
Foundation for the University of NCCharlotte, Inc. c/o University Development For the Charlotte Regional Indicators project. $50,000
Corporation 3301 Beatties Ford Rd. Charlotte, NC 28216 Gastonia District of the United
Methodist Church Inc.
promote smart growth, economic development, affordable housing and civic engagement for the Beatties Ford Road corridor. For the Multicultural Center of Hope. $25,000
STATEMENT B 11 OF 29
990-PF 58-6038145
For general operating support to engage young North Carolinians in rural and inner-city communities in sustained civic partici pation. To support the building of grassroots philanthropic networks through the Ujamaa: African-American Philanthropy project. For the Development Directors of Color Fellowship Program.
$75,000
$25,000
$40,000
To reduce racial disparities maintenance of rental housing and promote social justice through systemic reform. To improve the school readiness of disadvantaged children at the local level.
$25,000
$60,000
$30,000
$100,000
$20,000
$15,000
To support outreach, community education, organizing and capacity-building for the Hollister Special Sewer District Task Force members.
$5,000
Hollister REACH P. O. Box 135 Hollister, NC 27844 Institute for Conservation Leadership 6930 Carroll Ave. Suite 420 Takoma Park, MD 20912
$20,000
$100,000
STATEMENT B 12 OF 29
990-PF 58-6038145
$12,500
For expansion of the IWDC's Pipeline Project workshops for women in the Raleigh/Durham area.
$20,000
To promote sexual and reproductive rights advocacy in North Carolina's Latino communities. To support community planning and involvement in identifying wastewater alternatives and developing entrepreneurial initiatives in the Jackson Hamlet communi ty .
School of Government's NC Civic Education Consortium Small Grants Program - Civics 101.
$40,000
$5,000
$5,100
Charlotte, NC 28202
Land Trust for Central NC To reorganize its staffing to maximize its fundraising $25,000
potential.
For the Mountain Ridge and Slope Protection Initiative Action Phase.
$45,000
Asheville, NC 28806
Latino Advocacy Coalition of To support the Latino Leadership Development $2,000
Henderson County 505-B Brookside Camp Rd. Hendersonville, NC 28792 Latino Advocacy Coalition of Henderson County 505-B Brookside Camp Rd. Hendersonville, NC 28792 Latino Community Development Center P.O. Box 25360 Durham, NC 27702
Workshop series to build community capacity for sustainable development in Henderson County.
$30,000
To open three new branches of the Latino Community Credit Union in North Carolina.
$700,000
STATEMENT B 13OF29
990-PF 58-6038145
Legal Aid of NC-Raleigh 224 South Dawson St. Raleigh, NC 27601 Legal Aid of NC-Raleigh 224 South Dawson St. Raleigh, NC 27601 Legal Aid Society of Northwest NC 216 West Fourth Street Winston-Salem, NC 27101 Legal Services of North Carolina 224 South Dawson Street Raleigh, NC 27601
Legal Services of Southern Piedmont 1431 Elizabeth Avenue Charlotte, NC 28204 Life After Life Inc. 128 West Elwood Ave. Raeford, NC 28376 Local Initiatives Support Corporation 842 West Fourth Street Winston-Salem, NC 27101 Madison County P. O. Box 579 Marshall, NC 28753 MDC, Inc. P. O. Box 17268 Chape l Hill, NC 27516-7268
$60,000
$300,000
$30,000
To fund the start-up of legal services in Eastern North Carolina for immigrants.
$150,000
To provide immigration and other legal assistance for immigrants in western NC through the Justice for All Project. For general operating support for a start-up domestic violence program for Hoke County residents.
$20,000
$25,000
$40,000
For the Madison Farms: Developing a Sustainable Model Beyond Tobacco program.
$45,000
$75,000
Micro-Enterprise Loan Program of Winston-Salem/Forsyth County 301 N. Main St., Suite 2601 Winston-Salem, NC 27101 Mitchell County Development Foundation, Inc. P. O. Box 858 Spruce Pine, NC 28777
$20,000
For its community-based economic development project, Home of the Perfect Christmas Tree.'
$115,000
STATEMENT B 14 OF 29
990-PF 58-6038145
$135,000
$15,000
To fund dialogue sessions associated with the Families of Abraham: Programs Around Faith and Community exhibition. To support the North Carolina Outreach Coordinator's efforts to engage community members in issues affectin farm workers.
For the Fecal Coliform Impacts, North River
$15,000
$25,000
$20,000
Community Study.
$10,000
Youth to Address Community Issues. For the NC Rural Environmental Equity Project. $90,000
$30,000
Raleigh, NC 27603
NC Center for International Understanding For program evaluation and planning for the Latino Initiative. $30,000
412 N. Wilmington St. Raleigh, NC 27601 NC Center for Nonprofit Organizations 1110 Navaho Drive, Suite 200 Ralei gh, NC 27609-7322 NC Center for Public Policy Research P. O. Box 430 Raleigh, NC 27602 For general operating support. $50,000
$160,000
STATEMENT B 15 OF 29
NC Center for Voter Education 19 W. Hargett St., Suite 310 Raleigh, NC 27601 NC Center on Actual Innocence P. O. Box 52446 Shannon Plaza Station Durham, NC 27717-2446
NC Coalition Against Domestic Violence 123 West Main St., Suite 700 Durham, NC 27701 NC Coalition Against Sexual Assault 183 Wind Chime Ct., Suite 100 Ralei gh, NC 27615 NC Coalition to End Homelessness P. O. Box 27692 Raleigh, NC 27611 NC Coastal Federation, Inc. 3609 Hwy 24 (Ocean) Newport, NC 28570 NC Coastal Land Trust 131 Racine Dr., Suite 101 Wilmington, NC 28403
For general operating support to continue its work on campaign finance reform and other good government reforms. For general operating support for criminal justice reform.
$275,000
$50,000
$150,000
$120,000
To support the efforts to secure resources, encourage dialogue, and advocate for public policy change to end homelessness and other operating expenses. For membership development.
$35,000
$50,000
For the Host of the Coast and Gift of the Coast projects, and other operational support.
$40,000
NC Coastal Land Trust 131 Racine Dr., Suite 101 Wilmington, NC 28403
NC Community Development Initiative P. O. Box 98148 - Raleigh, NC 27624
For work in North Carolina with regard to the Cape Fear Arch Collaboration.
$60,000
$350,000
NC Community Foundation, Inc. 4601 Six Forks Rd., Suite 524 Raleigh, NC 27609 NC Community Shares P. O. Box 783 Durham, NC 27702
A special opportunity grant for NC Gives, to increase philanthropy among youth, women and people of color in NC. To support the hiring of a Community Organizer and developing a program to access new employers/organizations.
$200,000
$20,000
STATEMENT B 16 OF 29
990-PF 58-6038145
NC Council of Churches 1307 Glenwood Ave., Suite 156 Raleigh, NC 27605 NC Environmental Justice Network P. O. Box 61 - Tillery, NC 27887 NC Fair Housing Center P. O. Box 1929 114 W. Parrish Street Durham, NC 27702-1929
NC Fair Share Education Fund P. O. Box 12543 Ralei gh, NC 27609 NC Housing Coalition, Inc. 224 South Dawson St. Raleigh, NC 27601 NC Indian Economic Development Initiative P. O. Box 87044 Fayetteville, NC 28304 NC Justice Center P. O. Box 28068 Ralei gh, NC 276 1 1-8068
$30,000
$2,500
For general operating support in its efforts to create fair housing opportunities for all.
$35,000
$25,000
For general operating support for its work to develop decent, safe and affordable housing.
$165,000
$80,000
$50,000
NC Justice Center P. O. Box 28068 Raleigh, NC 27611-8068 NC Latino Coalition 1926 Holloway Street Durham, NC 27703 NC Minority Support Center 123 West Main Street, Mezz. Fl. Durham, NC 27701
$850,000
For general operating support to increase grassroots Latino organizations' collective voice and capacity on issues of importance. For general operating support to enable transition planning and the development of a strategic plan.
$30,000
$125,000
STATEMENT B 17 OF 29
990-PF 58-6038145 Z. SMITH REYNOLDS FOUNDATION, INC. GRANTS PAID - 2007 NC Open Government Coalition, Inc. Elon University School of Communications CBX 2850 Elon, NC 27244 NC Outward Bound School 2582 Riceville Road Asheville, NC 28805 NC Partnership for Children 1100 Wake Forest Road Raleigh, NC 27604 NC Partnership for Children 1100 Wake Forest Road Ralei gh, NC 27604 NC REAL Enterprises
3739 National Drive, Suite 110 Raleigh, NC 27612 NC Rural Communities Assistance
$20,000
2007 Nancy Susan Reynolds Award designated by Dave Genoa. For its Linking Child Care and Economic Development' project.
$20,000
$45,000
$70,000
$50,000
$35,000
Project
P. O. Box 941 Pittsboro, NC 27312
$3,500
P. O. Box 941
Pittsboro, NC 27312
assistance in communities where residents do not have safe or adequate drinking water and/or live with numerous risks posed by inadequate wastewater treatment. For building staff capacity and other operating needs. $30,000
NC Society of Hispanic Professionals, Inc. 8450 Chapel Hill Road, Suite 209 Cary , NC 27513 NC State University CB 7401 210 McKimmon
Raleigh, NC 27695
To support the annual Diversity Summit, Planting Seeds for Future Harvests, to encourage discussion of diversity and promotion of the natural resources profession to
minorities.
$1,500
STATEMENT B 18 OF 29
990-PF 58-6038145
For the Institute of Emerging Issues' Business Committee on Fiscal Modernization Project.
$65,000
$75,000
Emerging Issues.
$95,000
Raleigh, NC 27628 NC Waste Awareness & Reduction Network, Inc. P. O. Box 61051 Durham, NC 27715-1051 NC Waste Awareness & Reduction
Network, Inc.
$85,000
$45,000
Raleigh, NC 27605
NC Zoological Society To support development of a tree house, observation $4,000
platform and environmental educational programming for the Wetlands Eco-Education Program.
For the Citizen Performance Engagement Tool Project. $45,000
PO Box 3069 Raleigh, NC 27602-3069 Neighborhood Housing Services of Asheville 135 Cherry Street Asheville, NC 28801 Neighbors in Ministry, Inc.
P. O. Box 1036
$25,000
$25,000
Brevard, NC 28712
achievement gap for middle school-aged children of color in Brevard. For support of its Building Infrastructure for Progressive Power project. $30,000
STATEMENT B 19 OF 29
990-PF 58-6038145 Z. SMITH REYNOLDS FOUNDATION, INC. GRANTS PAID - 2007 NetCorps 711 Iredell St., Suite 1B Durham, NC 27705 Neuse River Foundation P. O. Box 15451 New Bern, NC 28561 Neuse River Foundation P. O. Box 15451 New Bern, NC 28561 New Life Community Development Corp. P. O. Box 130 Roper, NC 27970 New River Community Partners
P. O. Box 1641
$15,000
$35,000
$40,000
To implement the Community Housing and Training Initiative to provide training for low-income families and individuals who are seeking homeownership and/or improved housing conditions. To support the first New River Foods Festival, to
showcase locally-grown and processed foods.
$4,000
$2,000
Jefferson, NC 28640
New River Community Partners P. O. Box 1641 Jefferson, NC 28640 New River Foundation, Inc. For strategic planning and its ongoing efforts in leadership development, economic development, and natural resource and cultural preservation. For general operating support to protect the New River. $20,000
$20,000
New Ventures Business Development, Inc. 514 N. Washington St. Wadesboro, NC 28170 North Carolinians Against Gun
Violence Education Fund
$50,000
$10,000
P. O. Box 9204 Chapel Hill, NC 27515 Northeastern Community Development Corporation P. O. Box 367 Camden, NC 27921 Northeastern Randolph Middle School 3493 Ramseur-Julian Road Liberty, NC 27395 For the Hispanic Outreach Center, Nuestra Casa de la Comunidad Hispana. $30,000
School of Government's NC Civic Education Consortium Small Grants Program - Middle School Visions Civic Mission Project.
$1,700
STATEMENT B 20 OF 29
Olive Hill Community Economic Development Corporation P. O. Box 4008 Morganton , NC 28680
One Dozen Who Care, Inc. P. O. Box 1090 Andrews, NC 28901
For general operating support to continue providing economic development services and for the Enterprise Development Project.
$20,000
$40,000
$30,000
For general operating support for its ongoing grassroots efforts to promote self-help community economic development programs and initiatives for minority and limited resource farmersl roducers. To use for the new planning function to develop a master plan for affordable housing and work with planners from local governments.
$30,000
Outer Banks Community Development Corporation P. O. Box 2467 Kill Devil Hills , NC 27948 Outer Banks Community Development Corporation P. O. Box 2467 Kill Devil Hills , NC 27948
$35,000
$40,000
Pamlico -Tar River Foundation , Inc. P. O. Box 1854 Washin gton, NC 27889
Pantego Area Community Developers P. O. Box 220 Pantego, NC 27860
$20,000
To support outreach , education and community engagement in implementing sewer improvements that provide economic, social and environmental benefits.
$6,000
People of Faith Against the Death Penalty 110 W. Main St ., Suite 2-G Carrboro, NC 27510 Piedmont Land Conservancy P. O. Box 4025 Greensboro , NC 27404-4025
$50,000
$15,000
STATEMENT B 21 OF 29
990-PF 58-6038145
To expand its professional development program for science teachers to new locations in North Carolina.
$25,000
To develop a plan and initiate advocacy efforts for inclusionary zoning in the city of Asheville and Buncombe County . To provide civil legal services to immigrants through the Justice For All Project.
$10,000
$10,000
$35,000
$10,000
$175,000
To fund the design concept for the Kinston Pedestrian Bridge as the first phase of the Waterfront NOW Taskforce recommendations. For the 'Fulfilling the Dream ' fund.
$12,000
$100,000
Rails-to-Trails Conservancy 1100 17th Street, NW, 10th Floor Washington, DC 20003 REACH of Duplin County 1912 W. Wards Bridge Rd. Warsaw, NC 28398 REACH of Jackson County, Inc. P. O. Box 1908 Sylva, NC 28779
To assess the use of the Seaboard Coastline Corridor as a community trail and conserved green space in Sampson County . For general operating support.
$20,000
$27,000
$35,000
STATEMENT B 22 OF 29
990-PF 58-6038145 Z. SMITH REYNOLDS FOUNDATION, INC. GRANTS PAID - 2007 ReCYCLEry 800 Hartig Rd. Chapel Hill, NC 27516
Rensselaerville Institute - NY 63 Huyck Road Rensselaerville, NY 12147
To promote sustainable transportation in underserved neighborhoods through bicycle repair days and donation of re aired bicycles to resident youths. To implement the 'Intervention Design: Northampton County.'
$3,000
$1,000,000
Rex Hospital Foundation 2500 Blue Ridge Rd., Suite 325 Ralei gh, NC 27607 RFD CDC 1713 Beechwood Road Yadkinville, NC 27055 Roanoke Economic Development, Inc. P. O. Box 440 Rich Square, NC 27869-0440
Roanoke River Partners P. O. Box 488 Windsor, NC 27983
- -$10;000
$40,000
$50,000
Conservation Fund's Creating New Economies Fund mini-grant; begin preparation for the Rosenwald School and its use as a cultural, community and ecotourism center. To support its Pre-Collegiate and Workforce Education Initiative.
$1,850
Robeson County Public Schools P. O. Drawer 2909 Lumberton, NC 28359 Rockingham County 371 NC Hwy 65 Wentworth, NC 27375 Rocky River Heritage Foundation 3006 River Forks Road Sanford, NC 27330
$30,000
For use in the operation of the Business and Technology Center and its support for technology-based rural economic development. For the Rocky River Integrated Community Database and Citizen Outreach Program.
$50,000
$10,000
Rural Advancement Foundation International-USA P. O. Box 640 Pittsboro, NC 27312 Sanders Service Center P. O. Box 65 - Magnolia, NC 28453
For general operating support to strengthen NC family farmers by supporting stewardship, contract fairness, and diversification.
$50,000
$20,000
STATEMENT B 23 OF 29
990-PF 58-6038145
To support increased program work, including heritage tours, landowner education, farmers market.
$4,000
School of Government's NC Civic Education Consortium Small Grants Program - Developing Youth Leaders ...Empowering Our Community . For the operating support of the Civic Education Consortium.
$6,200
$12,000
School of Government's NC Civic Education Consortium Small Grants Program - SCHOLARS Serve. For general operating support.
$10,000
$40,000
$10,000
$20,000
$20,000
$85,000
Southern Appalachian Forest Coalition 46 Haywood St., Suite 323 Asheville, NC 28801 Southern Documentary Fund 726 Ninth Street, #574 Durham, NC 27705
$30,000
For funds for the distribution of 'The Guestworker' film about H2A farmworkers to communities throughout North Carolina.
$20,000
STATEMENT B 24 OF 29
990-PF 58-6038145
For a community screening tour for the documentary 'Love Lived on Death Row.'
$20,000
To support of the Women's Microenterprise Program and for general operating support.
$25,000
To continue its youth organizing program focusing on young minority women and to continue its efforts of the Women of Color Network. For general operating funds to continue support of monitoring and education for conservation partner organizations.
$25,000
$20,000
Stone Circles @ The Stone House 6602 Nicks Road Mebane, NC 27302
Student Action with Farmworkers 1317 W. Pettigrew St. Durham, NC 27705 Student Action with Farmworkers 1317 W. Pettigrew St. Durham, NC 27705 SURGE, Students United for a Responsible Global Environment P. O. Box 1188 Chape l Hill, NC 27514 Sustainable Sandhills P. O. Box 144 Fayetteville, NC 28302 Teach for America - Eastern NC 324 Blackwell St., Bay It, Suite 1160 Durham, NC 27701
$20,000
$80,000
To support outreach to farmworking families in rural NC counties through the Into the Fields program.
$4,000
For general operating support to engage high school and college-aged youth in environmental and social justice issues.
$25,000
$25,000
$50,000
Third Reconstruction Institute 1926 Holloway Street, Suite 100 Durham, NC 27703 Thirtieth Judicial District Domestic Violence-Sexual Assault Alliance
$175,000
$25,000
STATEMENT B 25 OF 29
990-PF 58-6038145
Triangle Land Conservancy To create a model to evaluate success in meeting land 1-101-HaynesSt:, Suite-205 - -- -- -- -conservation goals. - Raleigh, NC 27604 U.S. Committee for Refugees and
Immigrants, Inc. Headquarters
$25,000 -
$30,000
1717 Massachusetts Ave NW Washington, DC 20036-2003 UE Research and Education Fund One Gateway Center Suite 1400
- Pittsburgh, PA 15222-1416 UNCG Human Environmental Sciences Foundation For general operating support for the Center for New North Carolinians. $40,000
$40,000
Greensboro, NC 27402-6170
United Family Services-Charlotte To support the Domestic Violence Shelter. $25,000
P. O. Box 9683 Hickory, NC 28603-9683 University of NC-Chapel Hill Office of Sponsored Research CB #1350, 104 Airport Drive Chapel Hill, NC 27599-1350 University of NC-Chapel Hill Office of Sponsored Research CB #1350, 104 Airport Drive Chape l Hill, NC 27599-1350 For Urban and Regional Studies, Chapel Hill, NC, for the completion of a study that addresses the impact of buyout programs in the state and determines how to better structure this government-sponsored service. For its Project for Historical Education. $45,000
$15,000
$35,000
STATEMENT B 26 OF 29
990-PF 58-6038145 Z. SMITH REYNOLDS FOUNDATION, INC. GRANTS PAID - 2007 Office of Sponsored Research CB #1350, 104 Airport Drive Chape l Hill, NC 27599-1350 University of NC-Chapel Hill Office of Sponsored Research CB #1350, 104 Airport Drive Chapel Hill, NC 27599-1350 Uptown Business and Professional Association, Inc. P. O. Box 14182 New Bern, NC 28561 Wake Forest University 1834 Wake Forest Road
Winston-Salem, NC 27109
For general operating support of the Institute of Government's NC Civic Education Consortium for teacher, school, and community-based civic engagement activities. To develop African American heritage tours in the Uptown area of New Bern, train tour guides and trolley drivers and add historical markers to 30 buildings.
$112,500
$3,345
Campaign for Wake Forest. For scholarships: Joseph G. Gordon, NSR, NC middle income residents, annual
awards to faculty members, Reynolds Professors
$591,715
supplements, and special undergraduate programs and needs. Grant of 3% of income received from two trusts.
Wake Forest University Annual grant, under 1990 contract, for general support, $1,200,000
For general operating support to enable increased organizational development, refining of a business plan,
$45,000
Warrenton, NC 27589
To the Environmental Leadership Center's applied services program to help communities and organizations.
$25,000
$50,000
Washington, NC 27889 Waterkeeper Alliance, Inc. 50 S. Buckhout St., Suite 302 Irvington, NY 10533 Watershed Association of the Tuckasegee River P. O. Box 2593 B ryson City, NC 28713 For the pure farms/pure water campaign. $25,000
For general operating support for conservation stewardship in the Tuckasegee River Basin.
$25,000
$25,000
STATEMENT B 27 OF 29
990-PF 58-6038145
prevention program.
$60,000
Tosupport the retention of beginning teachers and their transition to the classroom.
$50,000
To support the Alliance's work on land use planning in western North Carolina.
$35,000
For general operating support to educate low wage workers on their rights and build capacity towards leadershi p and self-advocac y . For general operating support for forest protection and preservation work in NC.
$30,000
$30,000
For general operating support to provide legal, capacity building, and technical asistance to groups protecting the environmental integrity of NC communities. To support the Forest Certification Pilot Project.
$25,000
$25,000
$34,000
Windows on the World CDC P. O. Box 639 Roper, NC 27970-0639 Windows on the World CDC P. O. Box 639 Roper, NC 27970-0639
To develop a business plan for the electronic health records social enterprise, and to test software and procedures necessary for developing the plan. For a pilot project for a rural electronic health records social enterprise.
$25,000
$65,000
2006 Nancy Susan Reynolds Award desginated by Faith Lockwood for Tomorrow's Wise Working Women.
$10,000
STATEMENT B 28 OF 29
990-PF 58-6038145 Z. SMITH REYNOLDS FOUNDATION, INC. GRANTS PAID - 2007 Winston-Salem, NC 27101 Women's Center of Fayetteville P. O. Box 2384 Fayetteville, NC 28302
Yadkin-Pee Dee Lakes Project, Inc. P. O. Box 159 Staff; NC-27356 Yadkin-Pee Dee Lakes Project, Inc. P. O. Box 159 Star, NC 27356 YWCA-High Point 112 Gatewood Avenue High Point, NC 27262
To create a revolving loan pool for inexperienced and less qualified borrowers for startup and expansion businesses.
To support community organizing and entrepreneurship education workshops for targeted ethnic communit ies in the Central Park region of NC. For general operating support to continue rural economic development of the Central Park region.
$35,000
$3,000
$75,000
$15,000
$17,020,995
STATEMENT B 29 OF 29
990-PF 58-6038145
Action for Children North Carolina 1300 St. Mary's Street, Ste. 500 NC 27605 Raleigh, Adolescent Pregnancy Prevention Coalition-NC 3708-Mayfair-Street--Suite 310
Durham, NC 27707
For general operating support to implement the health and economic security portions of AFC's results-based plan. For general operating support for its statewide work educating service providers to implement successful adolescent pregnancy prevention interventions.
$85,000
$25,000
Agricultural Resources Center 206 New Bern Place NC 27601 Raleigh, American Civil Liberties Union Foundation of NC P. O. Box 28004 Ralei gh, NC 27611-8004
American Institute for Social Justice, Inc.
$10,000
$50,000
$140,000
$55,000
To assist rural counties in North Carolina in implementing plans to utilize landfill gas for
economic development and environmental
$55,000
Boone, NC 28608 Appalachian State University Foundation P.O. Box 32007 Boone, NC 28608-2077 Ashe County Partnership for Children 626-Unit 1, Ashe Central School Rd. Jefferson, NC 28640
improvement. For the ASU Beginning Teacher Support Network (ASU-BTSN) as a component of its Teacher Retention Program. To provide funding for the kitchen incubator project, Creative Food Ventures. $60,000
$30,000
STATEMENT C 1OF17
990-PF 58-6038145 Z. SMITH REYNOLDS FOUNDATION, INC. UNPAID GRANTS - 2007 Bayboro Development Center, Inc. P. O. Box 84 Bayboro, NC 28515 Bertie County P. O. Box 530 Windsor, NC 27983 Black Family Land Trust, Inc. 411 West Chapel Hill St., Suite 104 Durham, NC 27701
Blue Ridge Women in Agriculture
$30,000
For general operating support for the Domestic Violence Offender Program.
$30,000
$75,000
$25,000
Center for Appalachian Studies P. O. Box 67 Boone, NC 28607 Carolina Justice Policy Center P. O. Box 309
Durham, NC 27701
For general operating support to address specific flaws in NC's death penalty and help
sustain and improve community-based corrections programs. For the Sustainable Communities Leadership Institute of the Catawba College Center for the Environment. For the North Carolina Open Space Protection
$40,000
Catawba College 2300 West Inns Street Salisbury , NC 28144 Catawba Lands Conservancy
$25,000
$25,000
105 W. Morehead St., Suite B Charlotte, NC 28202-1815 Catholic Social Services of the Roman Catholic Diocese of Charlotte
P. O. Box 21314
Collaborative (OSPC).
$45,000
Winston-Salem, NC 27120 Center for Community Action, Inc. P. O. Box 723 Lumberton, NC 28359 Center for Community Change 1536 U Street, NW Washington, DC 20009 Center for Dialogue P. O. Box 1205 Brevard, NC 28712 For the implementation phase of the Women's Economic Equity Project. $175,000
For the North Carolina Generation Change project designed to recruit, train and support new communi ty organizers in North Carolina. School of Government's NC Civic Education Consortium Small Grants Program - Youth Speak.
$45,000
$2,600
STATEMENT C 2 OF 17
Center for Diversity Education 104A Carmichael Hall 1 University Heights, CPO 1940 Asheville, NC 28804 Center for Participatory Change, Inc. -P.-O.-Box 9238Asheville, NC 28815 Center for Responsible Lending 302 West Main St. Durham, NC 27701
$30,000
For general operating support to strengthen - -grassroots leaders, groups,and-networks- - - - working on justice issues in Western NC.
For general operating support for work in North Carolina to protect against predatory lending and other financially abusive practices targeting low-income and minority residents. To support the use of national board certified teachers for higher math and science achievement in NC.
$60,000 - -
$250,000
Center for Teaching Quality 500 Millstone Drive Suite 102 Hillsborough, NC 27278 Charlotte/Mecklenburg Housing Partnership, Inc. 1201 Greenwood Cliff, Suite 300 Charlotte, NC 28204 Child and Parent Support Services 411 W. Chapel Hill St., Suite 908 Durham, NC 27701 Coastal Horizons Center, Inc. 615 Shipyard Blvd. Wilmington, NC 28412 Common Cause Education Fund 1133 19th St., NW, Suite 900 Washington, DC 20036
$50,000
For redevelopment of the Double Oaks Apartments into an affordable housing community and mixed use development.
$100,000
$150,000
For general operating support of its rape crisis services and educational programming in New Hanover and Brunswick Counties. To support its work in North Carolina.
$25,000
$25,000
Common Cause Education Fund 1133 19th St., NW, Suite 900 Washington, DC 20036 Common Sense Foundation 123 W. Main Street, Suite 220 Durham, NC 27701
$125,000
$50,000
STATEMENT C 3 OF 17
990-PF 58-6038145
Community Services of Swain, Inc. -- P. O.-Box 2321Bryson City , NC 28713-2321 Connectinc, Inc.
110 Fountain Park Dr., Suite A-2
$40,000
$100,000
Battleboro, NC 27809 Conservation Fund P. O. Box 271 Chape l Hill, NC 27514 Conservation Trust for NC
1028 Washington Street
For the Resourceful Communities Program and Creating New Economies Fund.
$550,000
$50,000
Raleigh, NC 27605
Corporation for Enterprise Development 123 West Main St., Suite 210 Durham, NC 27701 Crisis Assistance Ministry For support for a comprehensive cluster of NCbased asset-building and place-based development initiatives. For the Advocacy Initiative. $70,000
$25,000
413 Church Street, Suite 401 Eden, NC 27288-3243 Democracy NC 1821 Green Street Durham, NC 27705 Development Foundation of the NC Center for the Advancement of Teaching, Inc. 276 NCCAT Drive Cullowhee, NC 28723-6062 For general operating support. $700,000
For support of its Connect to Your Future: Celebrating Success in the Classroom project.
$100,000
STATEMENT C 4 OF 17
990-PF 58-6038145
Development Training Institute 3300 North Ridge Road, Suite 100 Ellicott City, MD 21043 Disability Rights North Carolina P. O. Box 2446 Raleigh, NC 27602-2446 DonorsChoose, Inc. P. O. Box 8453 Rocky Mount, NC 27804
Down East Council on Hispanic Latino Affairs P. O. Box 453 New Bern, NC 28563 Duke University 334 North Building, Box 90077 Durham, NC 27708 Durham Public Schools 511 Cleveland Street Durham, NC 27702 e-Polk Inc. P. O. Box 340 Tryon, NC 28782 El Centro Latino 110 West Main Street, Ste. 2F Carrboro, NC 27510 El Pueblo, Inc. 4 N. Blount St., Suite 200 Ralei gh, NC 27601
$150,000
To help at-risk youth and juveniles with disabilities stay in school by preventing and reducin Ion -term suspension. For general operating support.
$35,000
$40,000
$35,000
To support an updated study on the fiscal costs of capital punishment in North Carolina.
$30,000
To establish a New Teacher Center demonstration site to train mentors, extend research and expand outreach. For general operating support for expansion into Rutherford County.
$50,000
$35,000
For the salaries and expenses related to the Latino Leadership Initiative.
$15,000
$100,000
El Pueblo, Inc. 4 N. Blount St., Suite 200 Raleigh, NC 27601 Elon University 2610 Camps Box Elon, NC 27244
School of Government's NC Civic Education Consortium Small Grants Program - Latino Youth Fellowshi p Program. For the Haw River Corridor: Conservation and Impact Evaluation program.
$7,500
$30,000
STATEMENT C 5 OF 17
990-PF 58-6038145 Z. SMITH REYNOLDS FOUNDATION, INC. UNPAID GRANTS - 2007 Elon University 2610 Camps Box Elon, NC 27244 Enterprising Environmental Solutions, Inc. 130 Locust St., Suite 200 Harrisburg, PA 17101 Environment North Carolina Research and Policy Center, Inc. 112 S. Blount Street Suite 102 Raleigh, NC 27601 Family Violence Prevention Center, Inc. 612 Wade Avenue Raleigh, NC 27605 Farm Labor Research Project, Inc. 1221 Broadway Street
Toledo, OH 43609
$25,000
To fund the organization's continued support for the development and implementation of the North Carolina Climate Action Plan. For general operating support.
$75,000
$15,000
For a planning grant to research Interact's child and family-centered approach to serving domestic violence victims. To continue the work of training and educating H2A farm workers about their rights and
benefits under the agreement with the North Carolina Growers' Association. For the implementation phase of the Women's Economic Equity Project.
$30,000
$25,000
$150,000
Henderson, NC 27536 Grassroots Leadership P. O. Box 36006 Charlotte, NC 28236 Haliwa-Saponi Indian Tribe, Inc.
P. O. Box 99
$40,000
$8,250
Hollister, NC 27844
HandMade in America Foundation
P. O. Box 2089 Asheville, NC 28802 High Point Racial Healing, Inc. P.O. Box 585 High Point, NC 27261 Hispanic/Latino Community Resource Center 6030 Albemarle Rd. Charlotte, NC 28212
To support the creation of the Anti-racist Organizers' Network of North Carolina (ARON). For general operating support.
$15,000
$25,000
STATEMENT C 6 OF 17
Historic Jarvisburg Colored School PO Box 254 Jarvisburg, NC 27947 IDA and Asset Building Collaborative of NC, Inc. P.-O-Box 27386- Raleigh, NC 27611-7386 Impact Foundation 536 E Nash Street Wilson, NC 27893
Institute for Advanced Journalism Studies Suite 125 Crosby Hall North Carolina A&T State University Greensboro, NC 27411 Institute for Southern Studies P. O. Box 531 Durham, NC 27702 International Affairs Council P. O. Box 28124 - Raleigh, NC 27601 Just Economics P.O. Box 2396 Asheville, NC 28802-2396 Kannapolis, City of P. O. Box 1199 Kannapolis, NC 28082-1199
For early development of the new Historic Jarvisburg Colored School Museum of African American Education in Currituck County. To grow the capacity of North Carolina Individual Development Account and support the development and implementation of North Carolina Saves. For general operating support to serve the economically disadvantaged women and girls of Wilson County. To engage minority student journalists in intense professional development opportunities.
$20,000
$15,000 _
$25,000
$30,000
$70,000
$5,000
$25,000
For a strategic planning process to increase access to education, job training and small business support for low-income individuals and families.
$35,000
Kerr-Tar Regional Council of Governments P. O. Box 709 Henderson, NC 27536 Kids Voting NC, Inc. P. O. Box 29138 Greensboro, NC 27429
To support development of the Kerr-Tar Hub, an innovative program to rejuvenate the economy of the region. For general operating support that would allow the continued operation, expansion and growth of the organization across the state of North Carolina.
$20,000
$75,000
STATEMENT C 7 OF 17
990-PF 58-6038145
Knightdale, Town of 950 Steeple Square Court Knightdale, NC 27545 Latino Community Development Center P.O. Box 25360 Durham; NC 27702 - Legal Aid of NC-Raleigh 224 South Dawson St. Raleigh, NC 27601
School of Government's NC Civic Education Consortium Small Grants Program - East Wake Television Internshi ps. To open three new branches of the Latino Community Credit Union in North Carolina.
$8,050
$500,000
$400,000
$35,000
School of Government's NC Civic Education Consortium Small Grants Program - Lincoln County 4-H Civics in Afterschool Program. To support the Lee Institute's MeckConnect project.
$8,000
$15,000
$20,000
School of Government's NC Civic Education Consortium Small Grants Program - Teen Court. To bring together diverse groups of people for dialogue, understanding, and community building.
$9,000
$7,500
Mountain Area Information Network 34 Wall Street, Suite 407 Asheville, NC 28801
Mountain BizWorks 29 1/2 Page Avenue Asheville, NC 28801
$20,000
To utilize outside expertise for organizational fundraising development through increased individual donor giving .
$40,000
STATEMENT C 8 OF 17
990-PF 58-6038145
Murder Victims' Families for Reconciliation, Inc 2100 M St NW, Ste 170-296 Washington, DC 20037 NAACP-National -114 West Parrish- St.,-2nd F1. Durham, NC 27701
To organize murder victim families and families of the executed to become effective voices opposing the death penalty in North Carolina.
$60,000
$50,000 --
National Committee for the New River P. 0. Box 1480 West Jefferson, NC 28694 Natural Capital Investment Fund, Inc. 1098 Turner Road
Shepherdstown, WV 25443 Nature Conservancy 4705 University Dr., Suite 290
For general operating support for its work on restoration and advocacy in NC.
$55,000
$50,000
$250,000
Durham, NC 27707
NC Agricultural Foundation, Inc. Campus Box 7645, NCSU NC 27695-7645 Raleigh, NC Association of Black Lawyers' Land Loss Prevention Project
North Carolina.
For the project, Rebuilding a Local Food Economy in North Carolina' to be carried out by the Center for Environmental Farming Systems. For the NC Rural Environmental Equity Project. $50,000
$15,000
P. 0. Box 179
Durham, NC 27702 NC Association of Community For development of an outcomes-oriented $65,000
Development Corporations
3109 Poplarwood Ct., Suite 209 Raleigh, NC 27604
NC Association of Community
Development Corporations
$250,000
3109 Poplarwood Ct., Suite 209 Ralei gh, NC 27604 NC Association of County Directors of Social Services, Inc. 323 W. Jones St., Suite 502 Raleigh, NC 27603
and performance of community development corporations. To strengthen the capacity of local county departments of social services to deliver effective services to families and children. $10,000
STATEMENT C 9OF 17
990-PF 58-6038145
$550,000
$40,000
1801 Fayetteville Street Durham, NC 27707 NC Central University Foundation 1801 Fayetteville Street Durham, NC 27707 NC Coalition Against Domestic Violence 123 West Main St., Suite 700
Durham, NC 27701
Engagement Project.
To establish the Benjamin S. Ruffm Professorship in Civic Education and Social Justice. For the NC Statewide Domestic Violence/Sexual Assault Data Collection
Initiative.
$150,000
$30,000
For general operating support of the Coalition's ongoing efforts to secure resources, encourage public dialogue, and advocate for public policy changes to end homelessness. For general operating support to protect and
restore North Carolina's coast.
$40,000
$100,000
Newport, NC 28570 NC Coastal Federation, Inc. 3609 Hwy 24 (Ocean) Newport, NC 28570
NC Community Development Initiative
$100,000
$2,000,000
Raleigh, NC 27601
community in NC and better protect the state's air, water, and quality of life. For general operating support to reduce global warming pollution and create sustainable energy policies; to protect and restore key ecosystems; and to rebuild the state's fisheries and marine resources. To support the maintenance and expansion of the Fannie Lou Hamer Voting Rights Project. $195,000
$35,000
STATEMENT C 10 OF 17
990-PF 58-6038145
$25,000
For general operating support for its work to develop decent, safe and affordable housing.
$25,000
$200,000
$50,000
$375,000
For its Statewide Institute for Teaching Excellence for K-8 Science project.
$80,000
Pee Dee and Lumber River groups to enhance watersheds and rivers and steams through information sharing and cooperation. For general operating support. $30,000
NC Wildlife Federation 1024 Washington Street Ralei gh, NC 27605 Neighbors in Ministry, Inc. P. O. Box 1036 Brevard, NC 28712
For anti-racism training for teachers, parents and children to address institutional racism and reduce the achievement gap for middle schoolaged children of color in Brevard. To build nonprofit capacity through technology training, planning and support.
$5,000
$10,000
STATEMENT C
11 OF 17
Neuse River Foundation P. O. Box 15451 New Bern, NC 28561 New Life Community Development Corp. P. O. Box 130 Roper, NC-27970 New River Foundation, Inc. 825 Gum Branch Rd., Ste. 140 Jacksonville, NC 28540
$35,000
$30,000 __ _
$20,000
$10,000
School of Government's NC Civic Education Consortium Small Grants Program - After School MicroSociety' Program at Jacksonville Commons Middle School. To provide bridge financing and technical assistance to North Carolina land trusts.
$10,000
Open Space Institute, Inc. 1350 Broadway, Room 201 New York, NY 10018-7799 Open Space Institute, Inc. 1350 Broadway, Room 201 New York, NY 10018-7799 Orange Community Housing and Land Trust P. O. Box 307 Carrboro, NC 27510
$37,500
$21,000
$50,000
Our VOICE, Inc. 50 South French Broad Ave., Suite 252 Asheville, NC 28801 Pamlico-Tar River Foundation, Inc. P. O. Box 1854 Washington, NC 27889 People of Faith Against the Death Penalty 110 W. Main St., Suite 2-G Carrboro, NC 27510
$30,000
$80,000
To support field organizers to mobilize people to support death penalty moratorium efforts and other core operating ex penses.
$100,000
STATEMENT C 12 OF 17
990-PF 58-6038145
Piedmont Land Conservancy P. O. Box 4025 Greensboro, NC 27404-4025 Pisgah Legal Services P. O. Box 2276 Asheville, NC-28802 Planned Parenthood of Central NC, Inc. P. O. Box 3258 Chape l Hill, NC 27515-3258 Public Interest Projects 80 Broad Street, Suite 1600 New York, NY 10004 Public School Forum of NC 3739 National Drive, Suite 100 Raleigh, NC 27612 Rape Crisis Center of Catawba County, Inc. 848 Highland Ave., NE Hickory, NC 28601 REACH of Jackson County, Inc. P. O. Box 1908 Sy lva, NC 28779 RiverLink, Inc. P. O. Box 15488 Asheville, NC 28813-0488
$15,000
$25,000
$50,000
$100,000
To provide fundraising assistance to the schools participating in the Young Scholars Program.
$35,000
School of Government's NC Civic Education Consortium Small Grants Program - Jeans for Justice: Teen's Emerge Series. To develop a new business encapsulator to provide economic self-sufficiency.
$4,000
$25,000
$10,000
Roanoke Economic Development, Inc. P. O. Box 440 Rich Square, NC 27869-0440 Robeson County Public Schools P. O. Drawer 2909 Lumberton, NC 28359
$200,000
To assist Robeson County Schools in conducting a continuous professional development experience for its Initially Licensed Teachers (ILTs). School of Government's NC Civic Education Consortium Small Grants Program - YMCA NC Youth & Government.
$15,000
Rocky Mount Family YMCA, Inc. P. O. Box 4063 Roc ky Mount, NC 27804
$6,000
STATEMENT C 13 OF 17
990-PF 58-6038145
$150,000
$45,000
For 2008 general operating support for the NC Sierra Club Chapter.
$40,000
For North Carolina Clean Energy Communities to boost the Green Power program and create a viable clean energy industry in North Carolina. To continue the work of the Blue Ridge Forever
project through 2010.
$75,000
$475,000
$25,000
P. O. Box 1188 Chape l Hill, NC 27514 SURGE, Students United for a Responsible Global Environment P. O. Box 1188 Chapel Hill, NC 27514 Third Reconstruction Institute 1926 Holloway Street, Suite 100 Durham, NC 27703 Triangle J Council of Governments P. O. Box 12276 Research Triangle Park, NC 27709 School of Government's NC Civic Education Consortium Small Grants Program - NC Youth Climate Advocacy Day. $6,600
$175,000
Housing Opportunities in the Triangle, to incorporate strategies that will increase the rapidly disappearing housing choices for lowincome residents and adapt the Atlanta regional 'Livable Centers Initaitive' for implementation in the Triangle.
$35,000
STATEMENT C 14 OF 17
990-PF 58-6038145
UNCG Human Environmental Sciences Foundation 235 Stone Bldg. P.O. Box 26170 Greensboro, NC 27402-6170 United Way of NC 1235 Two Hannover Square
Raleigh, NC 27601
For general operating support for the Center for New North Carolinians.
$35,000
$50,000
University of NC-Center for Public Television P. O. Box 14900 Research Triangle Park, NC 27709-4900 University of NC-Chapel Hill Office of Sponsored Research CB #1350, 104 Airport Drive - Chapel Hill, NC 27599-1350
University of NC-Chapel Hill
$14,000
For the Carolina Women's Center's Human Trafficking Education, Awareness, and Training Project.
$50,000
$15,000
Office of Sponsored Research CB #1350, 104 Airport Drive Chapel Hill, NC 27599-1350
University of NC-Chapel Hill Office of Sponsored Research CB #1350, 104 Airport Drive To support work within the Department of Public Policy connecting students with NC nonprofits for public and client impact studies and $45,000
additional consultations.
For its Carolina College Advising Corps $70,000
Office of Sponsored Research CB #1350, 104 Airport Drive Chapel Hill, NC 27599-1350
University of NC-Chapel Hill
program.
$40,000
Office of Sponsored Research CB #1350, 104 Airport Drive - Chape l Hill, NC 27599-1350
University of NC-Chapel Hill
the Matrix Project which is aimed at reducing the achievement gap in eastern NC.
$40,000
Office of Sponsored Research CB #1350, 104 Airport Drive Chapel Hill, NC 27599-1350
STATEMENT C
15 OF 17
990-PF 58-6038145
$60,000
$642,25 8
$40,000
Boone, NC 28607
Waterkeeper Alliance, Inc. 50 S. Buckhout St., Suite 302 Irvington, NY 10533 Wellstone Action Fund 2446 Univesity Avenue West, Suite 170 St. Paul, MN 55114 To continue its partnerships with grassroots organizations in Eastern NC in eliminating pollution from hog lagoons. To make its Voter Engagement and Leadership trainings available to the Blueprint North Carolina Coalition, the NC Coalition Against Domestic Violence and the NC Coalition Against Sexual Assault. $25,000
$75,000
$45,000
Cullowhee, NC 28723
WHEW/NC Center for Women in Public Service 15 East Peace Street For general operating support. $30,000
Raleigh, NC 27604 Windows on the World CDC P. O. Box 639 Roper, NC 27970-0639 Winston-Salem Foundation 860 West Fifth Street Winston-Salem, NC 27101 Winston-Salem Foundation 860 West Fifth Street Winston-Salem, NC 27101 For a pilot project for a rural electronic health records social enterprise. $5,000
$100,000
For the Zachary T. Smith Fellowship Program, given annually to a teacher from each of the four (4) schools in the system in a competitive process, determined by a defined set of criteria
$250,000
STATEMENT C
16 OF 17
990-PF 58-6038145
$5,000
- -
- - - -
$40,000
$15,267,258
STATEMENT C 17 OF 17
.
Z. Smith Reynolds Foundation, Inc.
Cost Description Office Furniture & Equipment Automobiles Leasehold Improvements 12131/2006 Balance 527,729 98,006 77,880
-703,61-5 -- -
Accumulated Depreciation
STATEMENT D