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r

For, 900_PF
n Pntema ! Revenue Sarvlas7(

Return of Private Foundation


or Section 4947(a)(1) Nonexempt Charitable Trust Treated as a Private Foundation

0M9Na 1545-0052

,, oepertiant of the Tress

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

- Address clian a L-J Name chan ge A Employer identification number

label. Otherwise .
print

SMITH REYNOLDS FOUNDATION,

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

47 SOUTH CHERRY STREET

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})

21, 6 5 4 , 7 3 4 . 1 part 1, column (d) must be on cash basis.)


not

expenses per books

( a ) Revenue and

( b) Net investment

income

(cash basis only)

1 Contributions, gifts, grants, etc., received


2

..

21, 4 12,520. -

NIA

- -s -

3 Investmentsga and .. ... 4 Dividends and Interest from securities

Check ^ Q If the foundation is not required to attach Sch B c interest ash

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)

8 Net short -term capital gain 9 Income modifications


,as Gross sales less rehrns and allowances -

b Less Cost of goods sold

00 0 cm cV era

c 11 12 13 14 15 18a

Gross profit or (loss) Other income Total . Add lines 1 through 11


Compensation of onloers, directors, trustees

, 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

45,314. 977, 964.


2,981, 298. 1 7, 008 ,7 8 9.

0. 0. 0. 0.

1i 24 Total operating and administrative

expenses . Add lines 13 through 23 28 Total expenses and disbursements.


Add lines 24 and 25 27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements

0 25 Contributions , gifts, grants paid

19, 990, 087.


2

19, 885, 988.

,095,626.
673 193.1 - ' N/A
Form 990-PF (2007)

b Net Investment Income (if negative, enter -a)


c Adjusted net Income (n negative. enter -o-) L HA For Privacy Act and Paperwork Reduction Act Notice , see the instructions.

_ .i

07-25-07

723501

P q

Form 990-PF (2007)


p ' 11

Z.

SMITH REYNOLDS FOUNDATION,


Attached schedules and amowuein the description

INC.
(b) Book Value

5 8-6038145

Paget

Balance Sheets

Beginning of year
(a) Book Value

column should be toy endol-yealamounts only.

End of year (c) Fa ir Market Value

I Cash - non-interest-bearing . .

..

2 Savings and temporary cash investments

19,28 7,928. 2,859 ,290.


90 513.

110. 21,397,34T.9 ,513.

110. 21,397,3 4 T. 9,513.

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.

-Less: allowance for doubtful accounts


8 9 10a b c
11

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.

12 Investments - mortgage loans

..

....

13 Investments - other
14 Land, buildings, and equipment basis ^
Lass accumulated depreciation ^

15 Other assets (describe ^


16 17 18 19
20

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

111 26 Permanently restricted


LL Foundations that do not follow SFAS 117, check here ^ and complete lines 27 through 31. 27 Capital stock, trust principal , or current funds 28 Paid- in or capital surplus, or land, bldg., and equipment fund .

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.

21,654,734. ' STATEMENT 5

19,559,108. 19,559,108. 1

21,654,734. 21,654,734. 1

p^ lil

Analysis of Changes in Net Assets or Fund Balances


1 2 19

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

21, 654, 734. Form 990-PF (2007) P

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

(d) Date sold (mo., day, yr.)

b
C d e (a) Gross sales price
e b

NONE

(f) Depreciation allowed (or allowable)

(9) Cost or other basis plus expense of sale

(h) Gain or (loss) (e) plus (f) minus (g)

^ 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

Distribution ratio (cot. (b) divided by col. (c))

2006 2005 2004 2003 2002

19 ,620,701. 16,727,957. 19,018,680. 20,754,310. 25,627 ,845.

12,193,398. 9,507,211. 7,773,381. 11,133,922. 16 ,0 5,827.


2 3 4 5 _ 8 7 8

1.60912 5 1 .75950 2 2. 44664 2 1.864061 1.597166


9.276496 1.

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, 195, 4 01.


6,732.

24, 202,133.
19 ,927

,637.

723521/07-25-07

Form 990-PF (2007) P

Form 990-PF (2007)

Z.

SMITH REYNOLDS FOUNDATION,

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

Form 990-PF (2007)

07-25-07

723531

Form 990-PF (2007)

Z.

SMITH REYNOLDS FOUNDATI

8-6038145

Page 5

.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

Telephone no. ^ 3 3 6 - 7 2 5 - 7 5 1 ZIP+4.27101-5287 ^


^ I 15 I N/A Yes No No [X]No C] No No .. No

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

statement - see instructions.) _

..

..

..

....

.. _ . _ ....

..

..

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

Form 990-PF (2007)

723541 07-25-07

Z.

SMITH REYNOLDS FOUNDATION,

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

any voter registration drive?


(3) Provide a grant to an individual for travel, study, or other similar purposes? .. .. ..,.. (4) Provide a grant to an organization other than a charitable , etc., organization described in section

..

. .

.... [J Yes No
Yes 0 No

509(a )( 1), (2), or (3), or section 4940(d)(2)?

_ ..

_ ...

.. . .

..

. . ..

. .

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

section 53.4945 or in a current notice regarding disaster assistance (see instructions)?


c Organizations relying on a current notice regarding d isaste r assistance chec k here ^ L-i If the answer is 'Yes' to question 5a(4), does the foundation claim exemption from the tax because it maintained expenditure responsibility for the grant? N/A. . [] Yes 0 No If 'Yes, ' attach the statement required by Regulations section 53.4945-5(d). Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on Q Yes No a personal benefit contract? Did the foundation, during the year, pay premiums , directly or indirectly, on a personal benefit contract? If you answered ' Yes" to 6b, also rile Form 8870. At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction ? _ ... LI Yes No If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? N/A

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

(e)Exp ense account, other allowances

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

Convlbubonsto mp;a=11"' compensation

(e)Exp ense account, other allowances

MARY FANT DONNAN

PROGRAM OFFIC ER

810 CLOVELLY ROAD, WINSTON-SALEM, NC


BARBARA ROOLE

40.00
PROGRAM OFFIC ER

78,120. 25,437. 67,200. 13,041.


12,189.

454 PEYTON COURT, WINSTON-SALEM, NC


TRACEY S. TOUSEY 517 MCALWAY ROAD, BARBARA MABE CHARLOTTE, NC

40.00

PROGRAM OFFIC ER 282 40.00 65,323. OORREEPER / IN ASST

1033 FAIN ROAD, WESTFIELD, NC

27053

40.00

51,176. 21,317.

Toter numoer or omer employees psis over

u,uuu

^ I

Form 990-PF (2007)

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

75,386. 97,787. 98,465.

Total number of others receiving over $50,000 for professional services..

... _

.._ .

_
I

_ _ ^

Part IX-AI Summary of Direct Charitable Activities


List the foundation's four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses

TEMENT A

568,423.

Part IX-131 Summary of Program-Related Investments


Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount

1 NONE

All other program-related investments. See instructions. 3 NONE

Total. Add lines 1 through 3

0.

Form 990-PF (2007)

07-25-07

723561

10
Form 990-PF (2007) Part 7C
1

Z.

SMITH REYNOLDS FOUNDATION,

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

Acquisition indebtedness applicable to line 1 assets Subtract line 2 from line ld


Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amoun t, see instructions ) Net value of noncharltable -use aesite . Subtract line 4 from line 3. Enter here and on Part V, line 4 Minimum Investment return . Enter 5% of line 5 w

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

652,062. 652,062. 13,46 4 .


638 , 59 .
12,206 . 50,80 . 0 .

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

Distributable amount before adjustments. Subtract line 2c from line 1


Recoveries of amounts treated as qualifying distributions .. Add lines 3 and 4 Deduction from distributable amount (see instructions) Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1

3
4 5 8

650,80 4 .

FP-ar-t-W Qualifying Distributions (see instructions)


Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes: .. 1a 19,885,988. a Expenses, contributions, gifts, etc. - total from Part I, column (d), line 26 0. 1b b Program-related investments - total from Part IX-B 41,649. 2 Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc., purposes 2 3 Amounts set aside for specific charitable projects that satisfy the: ,- 3a a Suitability test (prior IRS approval required) .. . . . 3b b Cash distribution test (attach the required schedule ) 4 19, 9 27, 63 7. 4 Qualifying distributions . Add lines la through 3b. Enter here and on Part V, line 8, and Part XIII, line 4 5 Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment income. Enter 1% of Part I, line 27b . . 0. 5 9,927, 63 7. 8 18 Adjusted qualifying distributions . Subtract line 5 from line 4 . . Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for the section 4940(e) reduction of tax in those years. 1

Form 990-PF (2007)

723571 07-25-07

Form 990-PF (2007) Part XIII

Z.

SMITH REYNOLDS FOUNDATION ,

INC.

58 - 6038145

Page 9

Undistributed Income (see Instructions)


(a) Corpus (b) Years prior to 2006 (c) 2006 (d) 2007

I Distributable amount for 2007 from Part XI,

line?
2 Undistributed Income, 11 any , as of the and of 2006'

650, 804.
0.
^L- ^ - - _ ` 0.

a Enter amount for 2006 only


b Total for prior years

3 Excess distributions carryover, if any, to 2007: aFrom 2002


bFrom 2003 c From 2004 d From 2005 . - --

' `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. - , -.- - - -

Part XII, line

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

6 Enter the net total of each column as indicated below.


Add lines 3t 4c, and 4e Subtract line 5 19

, 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

amount - see instructions - e Undistributed income for 2006. Subtract line


4a from line 2a. Taxable amount - see mote. Undistributed income for 2007. Subtract lines 4d and 5 from line 1. This amount must

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 .

.^
-^

8 Excess distributions carryover from 2002


not appl ied on line 5 or line 7

9 Excess distributions carryover to 2008 . . ----Subtract lines 7 and 8 from line 6a


10 Analysis of line 9:

0.

-;

aExcess from b Excess from c Excess from d Excess from e Excess from
723581 07-25-07

2003 2004 2005 2006 2007

* * SEE STATEMENT 7

Form 990-PF (2007) P

Form 990-PF (2007)

Z.

SMITH REYNOLDS FOUNDATION,

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) P

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

Purpose of grant or contribution

Amount

GRANTS PAID SEE STATEMENT

17020995.

Total..
b Approved for future payment

^ 3a

17020995.

FUTURE PAYMENTS SEE STATEMENT C

15267258.

Total
12N11/07'25-07

^ 3b 1 15267258.
Form 990-PF (2007)

4'

Form 990-PF (2007) IPartXVI-Al

Z.

SMITH REYNOLDS FOUNDATION,

INC.

58-603814 5
(a)

Page 12

Analysis of Income-Producing Activities


unrewLca ousmess income (e) B codeS$ (b) Amount
Exclu ded by settlan 512 , 513. v 514

Enter gross amounts unless otherwise indicated. 1 Program service revenue:

J sion,

(d) Amount

Related or exempt function income

b
c
if

e
f p Fees and contracts from government agencies 2 Membership dues and assessments

-- -

3 Interest on savings and temporary cash investments


4 Dividends and interest from securities 5 Net rental income or (loss) from real estate: -

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

Relationship of Activities to the Accomplishment of Exempt Purposes

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) P

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

(a) Name of organization

(b) Type of organization

(c) Description of relationship

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),

REY , INC . SM MCG '230 N ELM ST STE 1100


GREENSBORO, NC 27401

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

Name of organization Z. SMITH REYNOLDS FOUNDATION, INC.

Employer Identification number 58-6038145

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.

Schedule B (Form 990, 990-EZ, or 990-PF) (2007)

123451 12-27-07

Schedule B (Forth 990. 990-EZ, or 990-PF) (2007)

1o+
INC. 1 58-6038145

loPwtl

Name of organization

Employer Identification number

Z.

SMITH REYNOLDS FOUNDATION,


Contributors (See Specific Instructions.)

Part i^
(a) No.

(b) Name, address, and ZIP + 4

(C) Aggregate contributions

(d) Type of contribution

W . N . REYNOLDS TRUST

Person
Payroll

ITLI
Q

P.O. BOX 3099


WINSTON-SALEM,
(a) No.

$
NC 2 715 0

12,041,165.

Noncash

(Complete Part II If there is a noncash contribution.)

(b) Name, address, and ZIP + 4

(c) Aggregate contributions

(d) Type of contribution

Z.

SMITH REYNOLDS TRUST

Person
Payroll Q

P.O. BOX 2257


BALTIMORE,
(a) No.

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.)

(d) Type of contribution Person Payroll Noncash

(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 C] Q C]

(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

(Complete Part 11 if there is a noncash contribution.)

(a) No.

(b) Name, address, and ZIP + 4

(c) Aggregate contributions

(d) Type of contribution Person Payroll Noncash 0 Q Q

(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.

SMITH REYNOLDS FOUNDATION,

INC.

58-6038145

FORM 990-PF

LEGAL FEES

STATEMENT

DESCRIPTION BROOKS, PIERCE, MCLENDON, HUMPHREY, & LEONARD P.O. DRAWER U

(A) EXPENSES PER BOOKS 0. 0. 0.

(B) NET INVESTMENT INCOME 0. 0. 0.

(C) ADJUSTED NET INCOME

(D) CHARITABLE PURPOSES 0. 0. 0.

GREENSBORO, NC 27402 TO FM 990-PF, PG 1, LN 16A

75 ,386. 75,386.

0. 0.

75,386_. 75,386.

FORM 990-PF

ACCOUNTING FEES

STATEMENT

DESCRIPTION MCGLADREY & PULLEN, LLP 230 NORTH ELM STREET, ST

(A) EXPENSES PER BOOKS 0.

(B) NET INVESTMENT INCOME 0.

(C) ADJUSTED NET INCOME

(D) CHARITABLE PURPOSES 0.

1100 GREENSBORO, NC 27402-2470 TO FORM 990-PF, PG 1, LN 16B

0. 8,570. 8,570.

0. 0. 0.

0. 8,570. 8,570.

FORM 990-PF

TAXES

STATEMENT

DESCRIPTION OTHER TAXES FEDERAL EXCISE TAX

(A) EXPENSES PER BOOKS

(B) NET INVESTMENT INCOME

(C) ADJUSTED NET INCOME

(D) CHARITABLE PURPOSES

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.

SMITH REYNOLDS FOUNDATION,

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

(A) EXPENSES PER BOOKS

(B) NET INVESTMENT INCOME

(C) ADJUSTED NET INCOME

(D) CHARITABLE PURPOSES

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

DESCRIPTION UNDISTRIBUTED INCOME TOTAL TO FORM 990-PF , PART II, LINE 29

(A) BEGINNING OF YEAR

(B) END OF YEAR

19,559,108. 19,559,108.

21,654,734. 21,654,734.

STATEMENT(S)

4,

Z.

SMITH REYNOLDS FOUNDATION ,

INC.

58-6038145

FORM 990-PF

PART VIII - LIST OF OFFICERS, DIRECTORS TRUSTEES AND FOUNDATION MANAGERS

STATEMENT

NAME AND ADDRESS THOMAS W ROSS

TITLE AND AVRG HRS/WK

COMPENSATION

EMPLOYEE BEN PLAN EXPENSE CONTRIB ACCOUNT

EXEC DIRECTOR/SECRETARY

BOX 7144 DAVIDSON , NC

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.

2301 TRACY PLACE NW


WASHINGTON, DC 20008 SMITH W BAGLEY % ARCA FDN INC

1.00
BOARD OF TRUSTEES

6,250.

0.

0.

1308 19TH STREET NW


WASHINGTON, DC 20036 ANITA BROWN-GRAHAM

1.00
BOARD OF TRUSTEES

0.

0.

0.

NCSU P.O. BOX 7406 RALEIGH, NC 27695-7406


JOHN 0 MCNAIRY % HARVEY ENTERPRISES

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.

BOARD OF TRUSTEES 1.00

0.

0.

0.

PRESIDENT 1.00 6,250. 0. 0.

BOARD OF TRUSTEES 1.00 0. 0. 0.

CHARLOTTE, NC

28202

STATEMENT(S)

Z.

SMITH REYNOLDS FOUNDATION,

INC. BOARD OF TRUSTEES

58-6038145 1.00 6,250. 0. 0.

DAVID NEAL

2010 WILSON STREET


DURHAM, NC 27705 STEPHEN L NEAL 7913 LEWINSVILLE ROAD

BOARD OF TRUSTEES 1.00

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

12 DUNWOODY DRIVE ARDEN, NC 28704


JOSEPH D CROCKER 3600 CHERRY LAUREL COURT WINSTON - SALEM , NC 27106

1.00
INTERIM EXC DIR. 40.00

5,000.

0.

0.

SEC / ASST TREASURER 139,700. 35,527.

0.

TOTALS INCLUDED ON 990 - PF,

PAGE 6 ,

PART VIII

372,595 .

77,977.

0.

STATEMENT(S)

Z.

SMITH REYNOLDS FOUNDATION,

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.

SMITH REYNOLDS FOUNDATION,

INC.

58-6038145

FORM 990-PF

GRANT APPLICATION SUBMISSION INFORMATION PART XV, LINES 2A THROUGH 2D

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 -

Z. SMITH REYNOLDS FOUNDATION YEAR ENDED DECEMBER 31, 2007

PART IX-A - SUMMARY OF DIRECT CHARITABLE ACTIVITIES:


(1) $164,822.80 for the NANCY SUSAN REYNOLDS AWARDS - With prior approval from the IRS, in 1986 the Foundation established awards to be given annually to up to three North Carolina residents who have shown resourcefulness in tackling problems that may have resisted traditional approaches. The awards seek out and honor unrecognized individuals who have worked to make a positive difference in North Carolina. The awards are presented each year at a luncheon ceremony attended by over 350 people. The --recipients-receive-an award of $5,000 for personal use and they are able todesignate charitable recipients to receive an additional $20,000. (2) $124,906.80 for the SABBATICAL PROGRAM - In 1990, with prior approval from the IRS, the Foundation established a sabbatical program for individuals in paid full-time leadership positions who have served their North Carolina nonprofit organization for at least three years. The sabbaticals were established to provide an incentive to leaders of charitable organizations to continue their charitable work, and to improve and enhance their leadership capacity, skills, and talents. Each recipient is awarded $25,000, some of whom will not take their sabbaticals until 2008. (3) $278,693.18 for SPECIAL PROJECTS, OPPORTUNITIES, CONFERENCES AND MEETINGS: (A) $35,992. 23 for meetings and research on issues facing women in North Carolina, including economic exclusion, violence at home and in the workplace and the need for leadership development.

(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

990-PF 58-6038145 Z. SMITH REYNOLDS FOUNDATION, INC. GRANTS PAID - 2007

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

Agricultural Resources Center 206 New Bern Place

$70,000

Raleigh, NC 27601
Alexander International Center For general operating support to staff a bilingual $10,000

P. O. Box 552 Taylorsville, NC 28681 Alleghany County Schools


85 Peachtree Street

employee to offer assistance to Latinos.

To develop a regional approach for entities in Western


North Carolina that offer Junior Appalachian Musicians'

$30,000

Sparta, NC 28675-9210

(JAM) programs to youth.

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

To support the salary of a reproductive health education coordinator.

$30,000

For the Racial Justice Project.

$50,000

STATEMENT B 1OF29

990-PF 58-6038145

Z. SMITH REYNOLDS FOUNDATION, INC. GRANTS PAID - 2007


American Farmland Trust National Office 1200 18th Street, NW, Suite 800 Washington, DC 20036 American Institute for Social Justice, Inc. 1408 Hillsborough St. -Ralei h, NC-27605 American Judicature Society 2700 University Avenue Des Moines, IA 50311 Americans for Democratic Action Education Fund 1625 K Street, NW Suite 210 Washington, DC 20006 Appalachian State University
Special Funds Accounting

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

To support the High School to College Teacher


Development Project.

$35,000

P. O. Box 32043 Boone, NC 28608


Appalachian State University For the ASU Beginning Teacher Support Network $70,000

Foundation P.O. Box 32007 Boone, NC 28608-2077 Appalachian Sustainable Agriculture


Project

(ASU-BTSN) as a component of its Teacher Retention Program.

To support outreach, community engagement, planning


and implementation of the Growing Minds, Growing

$2,000

729 Haywood Rd., Suite 3


Asheville, NC 28806

Roots farm-to-school program expansion into


Henderson County .

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

For general operating support and organizational development.

$45,000

For general operating support to achieve improvement in air quality in North Carolina.

$30,000

To support its IDA program and capacity-building effort.

$35,000

STATEMENT B 2 OF 29

990-PF 58-6038145

Z. SMITH REYNOLDS FOUNDATION, INC. GRANTS PAID - 2007


Bald Head Island Conservancy, Inc. 7000 Federal Road P.O. Box 3109 Bald Head Island, NC 28461 Bayboro Development Center, Inc. P. O. Box 84 Ba boro, NC 28515 Beaufort County Schools 321 Smaw Road NC 27889 Washington, Beloved Community Center of
Greensboro, Inc.

For general operating support aimed at building a network for dissemination of best management practices for NC barrier islands.

$35,000

For general operating support.

$30,000

School of Government's NC Civic Education Consortium Small Grants Program - Tiger Tales.

$6,000

2006 Nancy Susan Reynolds Award desginated by


Margaret Clinard.

$20,000

P. O. Box 875 Greensboro, NC 27402


Bertie County For general operating support for the Domestic Violence $30,000

P. O. Box 530 Windsor, NC 27983


Black Family Land Trust, Inc. 411 West Chapel Hill St.

Offender Program.

For the Black Family Land Trust Landownership Protection project.

$75,000

Suite 104
Durham, NC 27701

Black Farmers and Agriculturalists


Association

To bring farmers, landowners, researchers and activists


together to develop a strategy for returning black

$2,500

P. O. Box 61 Tillery, NC 27887-0061


Black Heritage Society, Inc.

farmers to the land.

To support the Heritage Impacts Tourism Initiative and

$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

Z. SMITH REYNOLDS FOUNDATION, INC. GRANTS PAID - 2007


Carolina Justice Policy Center P. O. Box 309 Durham, NC 27701 Carolina Mountain Land Conservancy P. O. Box 2822 Hendersonville, NC 28793-2822 For general operating support for its ongoing advocacy to remedy flaws in the death penalty system and for communi ty corrections. To support planning, outreach, site analysis, partnership building and capacity building for conservation-based affordable housing in Henderson or Transylvania Counties. For general operating support to continue building administrative capacity and outreach support. $25,000

$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

P. O. Box 723 Lumberton, NC 28359

program's Commission on a Sound Basic Education project.

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

Z. SMITH REYNOLDS FOUNDATION, INC. GRANTS PAID - 2007

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

For the Safe Start Services Coordinator.

$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

For the Leading Early Educator Development Project.

$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

Z. SMITH REYNOLDS FOUNDATION, INC. GRANTS PAID - 2007


Clean Water for NC 29 1/2 Page Avenue Asheville, NC 28801 Columbus County DREAM Center, Inc. P. O. Box 1757 Whiteville, NC 28472 Columbus County Government 111 Washington St. Whiteville, NC 28472 Common Cause Education Fund 1133 19th St., NW, Suite 900 Washin gton, DC 20036 Common Cause Education Fund 1133 19th St., NW, Suite 900 Washington , DC 20036
Common Sense Foundation

For general operating support.

$25,000

To develop its homeownership program.

$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

For general operating support to support its NC chapter.

$40,000

For general operating support.

$40,000

123 W. Main Street, Suite 220 Durham, NC 27701


Community Building Initiative For general operating support to support program $25,000

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

development, delivery and strategic planning.

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

Z. SMITH REYNOLDS FOUNDATION, INC. GRANTS PAID - 2007

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

To support sustainable economic development in northeastern North Carolina.

$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

To support work on the Muddy Water Watch project.

$10,000

For general operating support.

$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

Z. SMITH REYNOLDS FOUNDATION, INC. GRANTS PAID - 2007

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

For the Advocacy Initiative.

$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

For general operating support.

$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

Design Corps 302 Jefferson St., Suite 250 Raleigh, NC 27605

$3,000

Disability Rights North Carolina P. O. Box 2446 Raleigh, NC 27602-2446

$40,000

Dogwood Alliance, Inc. P. O. Box 7645 Asheville, NC 28802 DonorsChoose, Inc. P. O. Box 8453 Rocky Mount, NC 27804

To encourage responsible forestry practices in NC.

$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

For general operating support.

$25,000

To support the Duke University School of Law Community Enterprise Clinic.

$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

For general operating support for expansion into Rutherford County.

$40,000

For the salaries and expenses related to the Latino Leadership Initiative.

$15,000

For general operating support, including its organizational development efforts.

$100,000

El Pueblo, Inc. 4 N. Blount St., Suite 200 Raleigh, NC 27601


Elkland Art Center 10279 Three Top Rd. Todd, NC 28684

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

To protect and conserve land along the Haw River.

$20,000

Staff charitable contributions.

$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

Z. SMITH REYNOLDS FOUNDATION, INC. GRANTS PAID - 2007


Environmental Federation of NC d/b/a Earth Share P. O. Box 196 Durham, NC 27702-0196 Environmental Federation of NC d/b/a Earth Share P. O. Box 196 Durham, NC 27702-0196
Episcopal Farmworker Ministry

For general operating support of its workplace solicitation efforts.

$4,855

For general operating support to continue its workplace giving campaign program.

$35,000

- -- - - To support specialized ESL program for farmworkers $4,000

P. O. Box 160 Newton Grove, NC 28366-0160 Equality NC Foundation


P. O. Box 28768

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

Raleigh, NC 27611-8768 Executive Center for Economic &


Educational Development, Inc. 715 Albemarle Avenue

For general operating support to build organizational


capacity to expand services and training curriculum.

$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

1900 Selwyn Ave., MSC 1255 Charlotte, NC 28274


Fair Trial Initiative For general operating support to recruit and train young $110,000

201 West Main St., Suite 300 Durham, NC 27701


Fair Trial Initiative

lawyers and professionals in capital defense at the trial level.


For the North Carolina Coalition for a Moratorium. $60,000

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

To establish a Legal Resources Center.

$40,000

STATEMENT B 10 OF 29

990-PF 58-6038145

Z. SMITH REYNOLDS FOUNDATION, INC. GRANTS PAID - 2007

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

For general operating support of the Center.

$25,000

For community outreach to reduce violence against women. -

$20,000 $40,000

For its data research and project development work.

For general operating support to build triple bottom line sustainability in the Orange County business community.

$15,000

Chapel Hill, NC 27515-2407


Foundation for the University of NCFor its Smart Choice: The No Child Left Behind $25,000

Charlotte, Inc.
c/o University Development 9201 University City Boulevard

Education Network project.

Charlotte, NC 28223
Foundation for the University of NCCharlotte, Inc. c/o University Development For the Charlotte Regional Indicators project. $50,000

9201 University City Boulevard Charlotte, NC 28223


Franklin-Vance-Warren Opportunity, Inc. For the implementation phase of the Women's Economic Equity Project. $100,000

P. O. Box 1453 Henderson, NC 27536


Friendship Community Development To support a community-based Vision Study that will $4,000

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

166 East Main Ave. Gastonia, NC 28052-4110

STATEMENT B 11 OF 29

990-PF 58-6038145

Z. SMITH REYNOLDS FOUNDATION, INC. GRANTS PAID - 2007


Generation Engage 2800 Calvert St., NW Washington, DC 20008 Grassroots Leadership P. O. Box 36006 Charlotte, NC 28236 Grassroots Leadership P. O. Box 36006 Charlotte, NC 28236
Greensboro Housing Coalition 122 N. Elm Street, Suite 608 Greensboro, NC 27401 Guilford Child Development 1200 Arlington Street Greensboro, NC 27406 Guilford Education Alliance, Inc. 902 Bonner Drive Jamestown, NC 27282 HandMade in America Foundation P. O. Box 2089 Asheville, NC 28802 High Country Conservancy 577-5 George Wilson Road Boone, NC 28607

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

For NC PENs Working Together for NC Schools.

$30,000

For the implementation phase of the Women's Economic Equity Project.

$100,000

To support community-based conservation efforts.

$20,000

Hispanic Task Force of Lee County P. O. Box 123 Sanford, NC 27330


Hollister REACH P. O. Box 135 Hollister, NC 27844

For general operating support.

$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

To support its Alternative Sewer System Campaign.

$20,000

To support the North Carolina Fundraising Capacity Initiative.

$100,000

STATEMENT B 12 OF 29

990-PF 58-6038145

Z. SMITH REYNOLDS FOUNDATION, INC. GRANTS PAID - 2007


Interfaith Partnership for Advocacy and Reconciliation 4023 Tise Avenue Winston-Salem, NC 27105 International Affairs Council P. O. Box 28124 Ralei gh, NC 27601 International Women's Democracy Center 1730 Rhode Island Ave. NW Suite 715 Washington, DC 20036 IPAS 300 Market St., Ste. 200 Hill, NC 27516-4493 Chapel Jackson Hamlet Community Action P. O. Box 4602 Pinehurst, NC 28374-4602 In support of its Institute for Dismantling Racism. $28,000

For the Marshall Memorial Fellowship Support Plan.

$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

Kids Voting NC-Mecklenburg County 700 E. Stonewall St., Suite 710

$5,100

Charlotte, NC 28202
Land Trust for Central NC To reorganize its staffing to maximize its fundraising $25,000

P. O. Box 4284 Salisbury , NC 28145-4284 Land-of-Sky Regional Council


25 Heritage Drive

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.

For general operating support.

$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

Z. SMITH REYNOLDS FOUNDATION, INC. GRANTS PAID - 2007

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

For the Battered Immigrant Project.

$60,000

To support fair lending and home defense.

$300,000

For the Immigrant Outreach Project.

$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

For general operating support.

$40,000

For the Madison Farms: Developing a Sustainable Model Beyond Tobacco program.

$45,000

To support the EITC (Earned Income Tax Credit) Carolinas project.

$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

For general operating support.

$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

Z. SMITH REYNOLDS FOUNDATION, INC. GRANTS PAID - 2007


Mountain Area Information Network 34 Wall Street, Suite 407 Asheville, NC 28801 Murder Victims' Families for Reconciliation, Inc 2100 M St NW, Ste 170-296 Washington, DC 20037 Museum of the New South, Inc. 200 East Seventh Street Charlotte, NC 28202 National Farm Worker Ministry 438 N. Skinker Blvd. St. Louis, MO 63130
NC Agricultural Foundation, Inc.

For general operating support.

$135,000

To assist family members of the murdered and executed in North Carolina.

$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

Campus Box 7645, NCSU Raleigh, NC 27695-7645


NC Agricultural Foundation, Inc. Campus Box 7645, NCSU

Community Study.

School of Government's NC Civic Education Consortium Small Grants Program - Empowering NC

$10,000

Raleigh, NC 27695-7645 NC Association of Black Lawyers'


Land Loss Prevention Project

Youth to Address Community Issues. For the NC Rural Environmental Equity Project. $90,000

P. O. Box 179 Durham, NC 27702 NC Association of County Directors of


Social Services, Inc. 323 W. Jones St., Suite 502

To strengthen the capacity of local county departments


of social services to deliver effective services to families and children.

$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

For general operating support.

$160,000

STATEMENT B 15 OF 29

990-PF 58-6038145 Z. SMITH REYNOLDS FOUNDATION, INC. GRANTS PAID - 2007

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

For general operating support.

$150,000

For general operating support for its public policy initiatives.

$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

For general operating support.

$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

Z. SMITH REYNOLDS FOUNDATION, INC. GRANTS PAID - 2007


NC Conservation Network 19 East Martin Street, Suite 300 Raleigh, NC 27601 For general operating support to continue and expand its work to strengthen the environmental community in NC and better protect the state's air, water, and quality of life. For general operating support for the NC Interfaith Power and Light project. $100,000

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

To support community outreach and education.

$2,500

For general operating support in its efforts to create fair housing opportunities for all.

$35,000

To support the Fannie Lou Hamer Voting Rights Project.

$25,000

For general operating support for its work to develop decent, safe and affordable housing.

$165,000

For general operating support over an 18-month period.

$80,000

To support the Blueprint NC communications, civic engagement and operational activities.

$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

For general operating support.

$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

For general operating support for a full-time executive director.

$20,000

2007 Nancy Susan Reynolds Award designated by Dave Genoa. For its Linking Child Care and Economic Development' project.

$20,000

$45,000

To support the NC Ready Schools Initiative.

$70,000

For general operating support to revise the REAL core


curriculum and enhance entrepreneurial training in the state. For capacity building to provide technical assistance for

$50,000

$35,000

Project
P. O. Box 941 Pittsboro, NC 27312

the development of decentralized wastewater systems


for low-income rural residents.

NC Rural Communities Assistance


Project

To support outreach and education on lead poisoning


prevention, safe drinking water, wastewater system

$3,500

P. O. Box 941
Pittsboro, NC 27312

maintenance, chemical hazard reduction and


asthma/allergen triggers in low-income communities

through the Healthy Homes for All project.


NC Rural Communities Assistance To support organizing, technical and administrative $5,000

Project 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

Z. SMITH REYNOLDS FOUNDATION, INC. GRANTS PAID - 2007

NC State University Foundation, Inc. Box 7207 Raleigh, NC 27695-7207


NC State University Foundation, Inc.

For the Institute of Emerging Issues' Business Committee on Fiscal Modernization Project.

$65,000

For general operating support of the Institute for

$75,000

Box 7207 Raleigh, NC 27695-7207 NC Sustainable Energy Association


P. O. Box 6465

Emerging Issues.

For general operating support to help impact North


Carolina's energy future.

$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.

For general operating support.

$85,000

To support the Grassroots Energy Alliance (the


'Alliance').

$45,000

P. O. Box 61051 Durham, NC 27715-1051


NC Wildlife Federation 1024 Washington Street For general operating support. $30,000

Raleigh, NC 27605
NC Zoological Society To support development of a tree house, observation $4,000

4403 Zoo Parkway Asheboro, NC 27205


NCLM Local Leadership Foundation

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

To support the salary of a community organizer.

$25,000

For anti-racism training for teachers, parents and


children to address institutional racism and reduce the

$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

NetCorps 711 Iredell St., Suite I B Durham, NC 27705

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

To build nonprofit capacity through technology training, planning and support.

$15,000

For general operating support to protect the Neuse River.

$35,000

For the Muddy Water Watch Project.

$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

825 Gum Branch Rd., Ste. 140


Jacksonville, NC 28540

New Ventures Business Development, Inc. 514 N. Washington St. Wadesboro, NC 28170 North Carolinians Against Gun
Violence Education Fund

For staff support and general operations.

$50,000

For general operating support to add an outreach


coordinator.

$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

990-PF 58-6038145 Z. SMITH REYNOLDS FOUNDATION, INC. GRANTS PAID - 2007

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

To support its Small Business Center and Entrepreneurial Incubator.

$40,000

One Dozen Who Care, Inc. P. O. Box 1090 Andrews, NC 28901


Operation Spring Plant, Inc . P. O. Box 1759 Oxford, NC 27565

To support the operations of the Small Business Center.

$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

To support a fulltime housing counselor position .

$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

For general operating support to protect the Tar-Pamlico River.

$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

For support of its grassroots education and mobilization efforts.

$50,000

For the Collaborative Stewardship Program .

$15,000

STATEMENT B 21 OF 29

990-PF 58-6038145

Z. SMITH REYNOLDS FOUNDATION, INC. GRANTS PAID - 2007


Pisgah Astronomical Research Institute One PARI Drive Rosman , NC 28772 Pisgah Legal Services P. O. Box 2276 Asheville, NC 28802 -Pisgah Legal Services P. O. Box 2276 Asheville, NC 28802 Pisgah Legal Services P. O. Box 2276 Asheville, NC 28802
Planned Parenthood Health Systems, Inc. 100 South Boylan Ave. Raleigh, NC 27603 Planned Parenthood of Central NC, Inc. P. O. Box 3258 Chapel Hill, NC 27515-3258 Pride of Kinston , Inc. 327 North Queen Street Kinston , NC 28501 Public Interest Projects 80 Broad Street, Suite 1600 New York, NY 10004

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

For the Justice for All Project.

$35,000

2007 Nancy Susan Reynolds Award designated by Susan Hill.

$10,000

For the Strategic Advocacy Today, a Pro-Choice Tomorrow Program.

$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

For the Employment Life Skills Training Program.

$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

-2007-Nancy Susan Reynolds Award designated-by - - - Susan Hill.

- -$10;000

For salary support.

$40,000

For the implementation phase of the Women's Economic Equity Project.

$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

2007 Nancy Susan Reynolds Award designated by Lillie Sanders.

$20,000

STATEMENT B 23 OF 29

990-PF 58-6038145

Z. SMITH REYNOLDS FOUNDATION, INC. GRANTS PAID - 2007


Sandhills Family Heritage Association P. O. Box 404 Spring Lake, NC 28390 Sanford, City of P. O. Box 3729 Sanford, NC 27331-3729 -Schoolof Government Foundation, Inc. CB #3330, Knapp Building Chapel Hill, NC 27599-3330 Scotland County Schools 322 South Main Street Laurinburg, NC 28352
Smoky Mountain Native Plants Association P. O. Box 761 Robbinsville, NC 28771 Snow Hill Methodist Church 1995 Snow Hill Church Road Danb ury , NC 27106 Southeast Regional Economic Justice Network P. O. Box 240 Durham, NC 27702-0240 Southeast Watershed Forum, Inc. One Vantage Way, D - 105 Nashville, TN 37228 Southern Alliance for Clean Energy 29 N. Market St., Suite 604 Asheville, NC 28801

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

For the StokesCORE Community Kitchen Project.

$10,000

To support the African-American Women's Sustainability Training program.

$20,000

For the Western North Carolina Quality Growth Initiative.

$20,000

To support its North Carolina work to reduce global warming.

$85,000

Southern Appalachian Forest Coalition 46 Haywood St., Suite 323 Asheville, NC 28801 Southern Documentary Fund 726 Ninth Street, #574 Durham, NC 27705

For general operating support of the organization's work in North Carolina.

$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

Z. SMITH REYNOLDS FOUNDATION, INC. GRANTS PAID - 2007


Southern Documentary Fund 726 Ninth Street, #574 Durham, NC 27705 Southern Sudan Fellowship, Inc. 743 W. Johnson Street, Suite B Raleigh, NC 27603
Southerners for Economic Justice 219 Fayetteville St. Mall, Suite 707 Raleigh, NC 27610 SouthWings, Inc. 35 Haywood St., Suite 201 Asheville, NC 28801

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

For the Sustainability and Solidarity Project.

$20,000

To support farmworker advocacy.

$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

For general operating support to increase organizational capacity.

$25,000

To fund its Rural Teacher Initiative.

$50,000

Third Reconstruction Institute 1926 Holloway Street, Suite 100 Durham, NC 27703 Thirtieth Judicial District Domestic Violence-Sexual Assault Alliance

To build capacity of the IAF organizing network in North Carolina.

$175,000

For general operating support.

$25,000

STATEMENT B 25 OF 29

990-PF 58-6038145

Z. SMITH REYNOLDS FOUNDATION, INC. GRANTS PAID - 2007


P. O. Box 554 Waynesville, NC 28786 Tides Center P. O. Box 29907 San Francisco, CA 94129-0907 To support Traction, for its North Carolina-based civic engagement project. $25,000

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 -

For general operating support for its NC office.

$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

To support the North Carolina International Worker Justice Project.

$40,000

235 Stone Bldg.


P.O. Box 26170

Greensboro, NC 27402-6170
United Family Services-Charlotte To support the Domestic Violence Shelter. $25,000

601 East Fifth St., #400 Charlotte, NC 28202-3095


United Hmong Association For general operating support and strategic planning. $35,000

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

- University of NC-Chapel Hill

To support the Carolina Environmental Program's

$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

project to engage youth in energy conservation and local sustainability.

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

1834 Wake Forest Road Winston-Salem, NC 27109


Warren Family Institute, Inc. P. O. Box 150

faculty development, and scholarships.

For general operating support to enable increased organizational development, refining of a business plan,

$45,000

Warrenton, NC 27589

and strengthening community economic development


work.

Warren Wilson College P. O. Box 9000 Asheville, NC 28815-9000

To the Environmental Leadership Center's applied services program to help communities and organizations.

$25,000

Washington Housing Nonprofit, Inc.


809 Pennsylvania Avenue

For the IDA and asset-building program.

$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

Wesley Shelter, Inc.

To implement a community-based domestic violence

$25,000

STATEMENT B 27 OF 29

990-PF 58-6038145

Z. SMITH REYNOLDS FOUNDATION, INC. GRANTS PAID - 2007


P. O. Box 1426 Wilson, NC 27894 West End Revitalization Association, Inc. P. O. Box 661 Mebane, NC 27302-0661
WesternCarolina University - - - Bird Building Cullowhee, NC 28723

prevention program.

For general operating support.

$60,000

Tosupport the retention of beginning teachers and their transition to the classroom.

$50,000

Western NC Alliance 29 N. Market St., Suite 610 Asheville, NC 28801


Western NC Workers' Center P. 0. Box 667 Morganton, NC 28680 Wild South 16 Eagle Street, Suite 200 Asheville, NC 28801 WildLaw 46 Haywood Street, Ste. 323 Asheville, NC 28801-2838 WildLaw 46 Haywood Street, Ste. 323 Asheville, NC 28801-2838 Win-Win Resolutions, Inc. 122 N. Elm St., Suite 516 Greensboro, NC 27401

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

For the Tri-County High School Conflict Resolution Workshops.

$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

Winston-Salem Foundation 860 West Fifth Street

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

For the Study Circles Program.

$15,000

TOTAL GRANTS PAID

$17,020,995

STATEMENT B 29 OF 29

990-PF 58-6038145

Z. SMITH REYNOLDS FOUNDATION, INC. UNPAID GRANTS - 2007

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.

For general operating support.

$10,000

For the Racial Justice Project.

$50,000

For general operating support.

$140,000

1408 Hillsborough St. Raleigh, NC 27605


American Rivers 1101 14th St., NW, Suite 1400 Washington, DC 20005-5637 To continue its efforts to negotiate dam relicensing agreements on hydropower dams impacting the Catawba, Yadkin, and PeeDee Rivers in North Carolina. To fund its Promoting Community Autonomy $30,000

Appalachian State University

$55,000

Special Funds Accounting


P. O. Box 32043

Through Conservation in Northwestern North


Carolina project.

Boone, NC 28608 Appalachian State University Special Funds Accounting


P. O. Box 32043

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

For general operating support.

$30,000

For general operating support for the Domestic Violence Offender Program.

$30,000

For the Black Family Land Trust Landownership Protection project.

$75,000

For general operating support to continue

$25,000

Center for Appalachian Studies P. O. Box 67 Boone, NC 28607 Carolina Justice Policy Center P. O. Box 309
Durham, NC 27701

current programs and develop grassroots organization.

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).

For the Catholic Legal Services.

$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

990-PF 58-6038145 Z. SMITH REYNOLDS FOUNDATION, INC. UNPAID GRANTS - 2007

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

For general operating support.

$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

For the NC Domestic Violence & Children Training Academy.

$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

For general operating support.

$125,000

For general operating support.

$50,000

STATEMENT C 3 OF 17

990-PF 58-6038145

Z. SMITH REYNOLDS FOUNDATION, INC. UNPAID GRANTS - 2007


Community Reinvestment Association of NC P. O. Box 1929 Durham, NC 27702 For general operating support for efforts to fight predatory leaning, improve policies and financing structures in the field of manufactured housing, and to educate consumers about sound financial practices. For coordinated economic development -planningandcommunityengagement. $75,000

Community Services of Swain, Inc. -- P. O.-Box 2321Bryson City , NC 28713-2321 Connectinc, Inc.
110 Fountain Park Dr., Suite A-2

$40,000

For Teach Central, a teacher mentoring and


professional development program.

$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

For general operating support.

$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

500-A Spratt Street Charlotte, NC 28206


Cumberland County Schools School of Government's NC Civic Education $5,000

P.O. Box 2357 Fayetteville, NC 28302


Dan River Basin Association

Consortium Small Grants Program - Civic Spirit.


For general operating support. $15,000

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

Z. SMITH REYNOLDS FOUNDATION, INC. UNPAID GRANTS - 2007

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

For the North Carolina Latino Nonprofit Leadership Academy.

$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

For general operating support.

$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

For general operating support, including its organizational development efforts.

$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

To support NC Campus Compact.

$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

Franklin-Vance-Warren Opportunity, Inc. P. O. Box 1453

$150,000

Henderson, NC 27536 Grassroots Leadership P. O. Box 36006 Charlotte, NC 28236 Haliwa-Saponi Indian Tribe, Inc.
P. O. Box 99

For the Development Directors of Color Fellowship Program.

$40,000

School of Government's NC Civic Education


Consortium Small Grants Program - Haliwa-

$8,250

Hollister, NC 27844
HandMade in America Foundation

Saponi Youth Leadershi p Education Project.


For the implementation phase of the Women's $200,000

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

Economic Equity Project.

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

990-PF 58-6038145 Z. SMITH REYNOLDS FOUNDATION, INC. UNPAID GRANTS - 2007

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

For the NC Environmental Reporting and Education Project.

$70,000

For the Marshall Memorial Fellowship Support Plan.

$5,000

For general operating support.

$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

Z. SMITH REYNOLDS FOUNDATION, INC. UNPAID GRANTS - 2007

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

For the Fair Lending and Home Defense Project.

$400,000

Legal Services of Southern Piedmont 1431 Elizabeth Avenue Charlotte, NC 28204


Lincoln County 4-H 115 W. Main Street Lincolnton, NC 28092 Lynnwood Foundation 400 Hermitage Road Charlotte, NC 28207 MDC, Inc. P. O. Box 17268 Chape l Hill, NC 27516-7268 Mediation Center of Eastern Carolina P. O. Box 4428 Greenville, NC 27836-4428 Meet Me There 46017 Franklin Ave Suite 217 NC 28403 Wilmington, -

For the Justice for All Project.

$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

For the Latino Pathways project.

$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

For general operating support.

$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

Z. SMITH REYNOLDS FOUNDATION, INC. UNPAID GRANTS - 2007

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

For the Civil Rights Institute in North Carolina. - - -

$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

For general operating support to build entrepreneurial capacity in western North


Carolina. To study the environmental and economic impacts of the proposed 1-74 corridor in SE

$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

model for focusing and monitoring the efforts of


the Association.

NC Association of Community
Development Corporations

For a project to test a new system for


strengthening the organizational development

$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

Z. SMITH REYNOLDS FOUNDATION, INC. UNPAID GRANTS - 2007


NC Center for Voter Education 19 W. Hargett St., Suite 310 Raleigh, NC 27601
NC Central University Foundation

For general operating support.

$550,000

For the North Carolina Black Church Civic

$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

NC Coalition to End Homelessness P. O. Box 27692 Raleigh, NC 27611

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

NC Coastal Federation, Inc.


3609 Hwy 24 (Ocean)

$100,000

Newport, NC 28570 NC Coastal Federation, Inc. 3609 Hwy 24 (Ocean) Newport, NC 28570
NC Community Development Initiative

For membership development.

$100,000

For general operating support.

$2,000,000

P. O. Box 98148 Ralei gh, NC 27624


NC Conservation Network 19 East Martin Street, Suite 300 For general operating support to continue and expand its work to strengthen the environmental $275,000

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

NC Environmental Defense 4000 Westchase Blvd., Suite 510 Raleigh, NC 27607

NC Fair Share Education Fund P. O. Box 12543 Ralei gh, NC 27609

$35,000

STATEMENT C 10 OF 17

990-PF 58-6038145

Z. SMITH REYNOLDS FOUNDATION, INC. UNPAID GRANTS - 2007


NC GreenPower Corporation 909 Capability Dr, Ste. 2100 Ralei gh, NC 27606-3870 NC Housing Coalition, Inc. 224 South Dawson St. Raleigh, NC 27601 NC Institute of Minority Economic Development P. O. Box 1331 Durham, NC 27701 NC Justice Center P. O. Box 28068 Raleigh, NC 27611 NC Justice Center P. O. Box 28068 Raleigh, NC 27611-8068
NC School of Science and Mathematics Foundation, Inc.

For general operating support.

$25,000

For general operating support for its work to develop decent, safe and affordable housing.

$25,000

For general operating support.

$200,000

To hire a senior policy analyst.

$50,000

For the Blueprint NC project.

$375,000

For its Statewide Institute for Teaching Excellence for K-8 Science project.

$80,000

P. O. Box 2733 Durham, NC 27715


NC State University Foundation, Inc. For the Innovations Design Center. $30,000

Box 7207 Raleigh, NC 27695-7207


NC Watershed Coalition To encourage the organization of the Yadkin$10,000

24 Hazzard Street Asheville, NC 28801

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

NetCorps 711 Iredell St., Suite lB Durham, NC 27705

$10,000

STATEMENT C

11 OF 17

990-PF 58-6038145 Z. SMITH REYNOLDS FOUNDATION, INC. UNPAID GRANTS - 2007

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

For general operating support.

$35,000

For the Housing Counseling and Homeownership Promotion Program.

$30,000 __ _

For general operating support.

$20,000

One Dozen Who Care, Inc. P. O. Box 1090 Andrews, NC 28901


Onslow County Schools 200 Broadhurst Road Jacksonville, NC 28540

To support the operations of the Small Business Center.

$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

For the Southern Appalachian Conservation Loan Fund.

$21,000

For general operating support for fundraising capacity building.

$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

For fundraising capacity enhancement.

$30,000

For the Diversity Initiative for Inclusive Watershed Protection.

$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

Z. SMITH REYNOLDS FOUNDATION, INC. UNPAID GRANTS - 2007

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

For the Collaborative Stewardship Program.

$15,000

For the Housing Policy Advocacy Project.

$25,000

For the Strategic Advocacy Today, a ProChoice Tomorrow Program.

$50,000

For 'Fulfilling the Dream' fund.

$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

For the Muddy Water Watch program.

$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

For the implementation phase of the Women's Economic Equity Project.

$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

Z. SMITH REYNOLDS FOUNDATION, INC. UNPAID GRANTS - 2007


Rural Economic Development Center, Inc. 4021 Carya Drive Raleigh, NC 27610 Rural School and Community Trust 1530 Wilson Blvd., Suite 240 Arlington, VA 22209 Sierra Club Foundation 85 Second Street, Suite 750 San Francisco, CA 94105 SmartPower Connecticut, Inc. 100 Pearl Street, 14th Floor Hartford, CT 06103 Southern Appalachian Highlands
Conservancy

For the Rural Economic Opportunity Initiative.

$150,000

For the North Carolina Organizing Project.

$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

34 Wall Street, Suite 802


Asheville, NC 28801-2710 Southern Environmental Law Center of NC For general operating support to enable SELC to $275,000

200 West Franklin Street, Suite 330


Chapel Hill, NC 27516-2520

continue to provide leadership, legal advocacy,


and policy expertise to protect the environment of North Carolina.

SURGE, Students United for a Responsible


Global Environment

For general operating support to engage youth


in environmental and social justice issues.

$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

To build capacity of the IAF organizing network in North Carolina.

$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

Z. SMITH REYNOLDS FOUNDATION, INC. UNPAID GRANTS - 2007

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

- - - - -To expand NC 211 system to 15 low-wealth counties in eastern NC to increase access to


communi ty services.

$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

To launch its North Carolina On-line Voting Guide.

$14,000

For the Carolina Women's Center's Human Trafficking Education, Awareness, and Training Project.

$50,000

For its Project for Historical Education.

$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

Chape l Hill, NC 27599-1350


University of NC-Chapel Hill

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.

For the Institute of African American Research -

$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.

For the Environmental Resource Program for its

$40,000

Office of Sponsored Research CB #1350, 104 Airport Drive Chapel Hill, NC 27599-1350

project entitled, Engaging Youth in Energy Conservation and Local Sustainability.'

STATEMENT C

15 OF 17

990-PF 58-6038145

Z. SMITH REYNOLDS FOUNDATION, INC. UNPAID GRANTS - 2007


Upper Coastal Plain Council of Governments P. O. Drawer 9 Wilson, NC 27894-0009 The Region L Council of Governments seeks project support to assist with initial staff costs for the Upper Coastal Plain Business Development Center, a regionally oriented small business incubator. Campaign for Wake Forest. For scholarships: JosephG.Gordon, NSR, NCmiddle income residents, annual awards to faculty members, Reynolds Professors supplements, and special undergraduate programs and needs.
For general operating support for the purpose of hiring a development director.

$60,000

Wake Forest Universi ty 1834 Wake Forest Road Winston-Salem, NC 27109

$642,25 8

WAMY Community Action, Inc. 152 Southgate Drive, Suite 2

$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

Western Carolina University


Bird Building

To support the retention of beginning teachers


and their transition to the classroom.

$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

Winston-Salem Community Dev Support Collaborative.

$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

Z. SMITH REYNOLDS FOUNDATION, INC. UNPAID GRANTS - 2007


developed by the Z. Smith Reynolds Foundation, the Winston-Salem Foundation, and the Mt. Airy Public Schools.
Yadkin-Pee Dee Lakes Project , Inc. P. O. Box 159 Star, NC 27356 YMCA of the Triangle Area, Inc. 801 Corporate Center Dr., Suite 200 Ralei h, NC 27607-5073 For 1000/ 100 Cultural Tourism Leadership Program which will enhance tourism across North Carolina through the development of 1;000 trained leaders in heritage/culture tourism . For its YMCA NC Youth and Government project.

$5,000

- -

- - - -

$40,000

TOTAL UNPAID GRANTS

$15,267,258

STATEMENT C 17 OF 17

.
Z. Smith Reynolds Foundation, Inc.

Fixed Assets and Accumulated Depreciation 58.6038145 12/31!2007

Cost Description Office Furniture & Equipment Automobiles Leasehold Improvements 12131/2006 Balance 527,729 98,006 77,880
-703,61-5 -- -

Additions 9,402 32,247


-- - 41,649 - -

Disposals (812) (20,807)


(21,619)-

12/31/2007 Balance 536,319 109,446 77,880


- -723,645 -

Accumulated Depreciation

Accumulated Dep. - OF&E Accumulated Dep. - Auto. Accumulated Dep. - Lease.

12131/06 Balance 294,890 75,873 23,605 394,368


Net 309 ,247

Additions 68,744.00 25,982.00 8,406 103,132

Disposals (812) (20,807) (21,619)

12/31/2007 Balance 362,822 81,048 32,011 475,881


247,764

STATEMENT D

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