Documenti di Didattica
Documenti di Professioni
Documenti di Cultura
990-PF
OMB No 1545-0052
2006
For calendar year 2006 , or tax year beginning E-1 Initial return G Check all that a I : Name of foundation Use the IRS label.
Otherwise , Z .
print
INC.
Roomisulte
1
58-6038145
B Telephone number
Number and street (or P O box number if mail is not delivered to street address )
ortype
200
336-725-7541
C If exemption application is pending , check here
W INSTON-SALEM ,
Section 501(c)(3) exempt private foundation H Check type of organization: Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation I Fair market value of all assets at end of year (from Part ll, col (c), line 16) Accounting method: Accrual Cash = Other (specify) $ 19 , 603 8 045 . (Part 1, column (d) must be on cash basis.) Analysis of Revenue and Expenses Part I (a) Revenue and (b ) Net investment (The total of amounts in columns (b), (c), and (d) may not expenses per books income necessarily equal the amounts in column (a)) J 1
2
3
E If priva t e f oun d a t ion status was terminate d under section 507(b)(1)(A), check here F If the foundation is in a 60-month terminatio n under section 507 ( b )( 1 B ), check here ( d) Disbursements (c) Adjusted net for charitable purposes income (cash basis only)
19 , 723 , 849 .
591 , 206 .
5a Gross rents
6a Net gain or ( loss) from sale of assets not on line 10 Gross sales price for all 1,070. b assets on line ea 7 Capital gain net income (from Part IV, line 2)
1 , 070.
070
cc
8 9
20
316
303
125 .
362 . 47
5
303 , 362.
14 y 15
STMT
0 1.
. ?t?n
b Accounting fees
c Other professional fees 17 Interest
STMT 2
18 Taxes
19 Depreciation and depletion
STMT
70 , 467.
108 , 737.
0.
0.
20 Occupancy
-4 21 Travel, conferences, and meetings
C 22 Printing and publications
226 , 700.
147 532 .
0.
0 .
32 316. STMT 4
1 , 264 , 237. 3 , 037 , 768. 16 , 564 , 045. 19 , 601 , 813.
23 Other expenses
0. 0. 0. 0.
,J l'0 24 Total operating and administrative expenses. Add lines 13 through 23 25 Contributions, gifts, grants paid
714 , 312.
592 . 276.
N/A
r
Fnrm QQn-PV /9MR) 7
I
CMTTV OVAMY IT T'%O t(TTATTITmT(ThT TWTf''
CO
CA']O1 AC
D- 13
Part II
2 3 4 5 6
7
Balance Sheets
1 'Cash - non-Interest-bearing
Savings and temporary cash investments
18 , 431 , 756.
8 , 643.
Accounts receivable ^
Less: allowance for doubtful accounts ^ Pledges receivable ^ Less: allowance for doubtful accounts ^ Grants receivable Receivables due from officers, directors, trustees, and other disqualified persons
Other notes and loans receivable ^
13 , 767.
Less: allowance for doubtful accounts ^ 8 Inventories for sale or use 9 Prepaid expenses and deferred charges 108 Investments - U.S. and state government obligations b Investments - corporate stock c Investments - corporate bonds 11 12
Investments - land.bulldings , and equipment basis
^ ^
13 Investments - other
14 Land, buildings, and equipment basis ^
Less accumulated depreciation ^
15
u) d
16 Total assets to be com p leted by all filers 17 Accounts payable and accrued expenses 18 Grants payable 19 Deferred revenue
20 Loans from officers , directors , trustees , and other disqualified persons
18 , 844 , 796.
19 , 559 , 108.
19 , 603 , 045 .
21 J 22
23 Total liabilities ( add lines 17 throw h 22 ) Foundations that follow SFAS 117 , check here ^ and complete lines 24 through 26 and lines 30 and 31. 24 Unrestricted 25 Temporarily restricted co 26 Permanently restricted C 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 < 29 Retained earnings, accumulated income, endowment, or other funds Z 30 31 Total net assets or fund balances Total liabilities and net assets/fund balances
0. 0.
0 . 0 .
18 , 844 , 796.
19 , 559 , 108 .
STATEMENT 5
Part III
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) 2 Enter amount from Part I, line 27a 3 Other increases not included in line 2 (itemize) ^ 4 Add lines 1, 2, and 3 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
823511 03-08-07
1 2 3
18 , 844 , 796 .
714 , 312 . 0 .
4
5 6
19 , 559 , 108.
0 . 19. 559 .10 8 .
Form 990-PF 2006) Z. SMITH REYNOLDS FOUNDATION INC. Part IV Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate, 2 -story brick warehouse; or common stock, 200 shs. MLC Co.) (b How acquired D - Purchase D - Donation
58-6038145
(c) Date acquired (mo., day, yr.)
Pa g e 3
VAR
c
d
e
(e) Gross sales price (f) Depreciation allowed (or allowable) (g) Cost or other basis plus expense of sale (h) Gain or (loss) (e) plus (f) minus (g)
a
b
1 , 070.
1 , 070.
c
d
e
Complete only for assets showing gain in column (h) and owned by t he foundation on 12/31/69 (I) F.M.V. as of 12/31/69 (j) Adjusted basis as of 12/31/69 (k) Excess of col. (i) over col. (1), if any (I) Gains (Col. (h) gain minus col. (k), but not less than -0-) or Losses (from col. (h))
a
b
1 , 070.
c
d
e
2 Capital gain net income or (net capital loss). f If (lloss),Ienter^-0- in Part 11, ll ne 7 2
1 , 070.
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 3 Part V I Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income (For optional use by domestic private foundations subject to the section 4940(a) tax 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. 1 Enter the appropriate amount in each column for each year; see instructions before making any entries. Base period years Adjusted qualifying stributions Net value of nonchantable-use assets
N/A
Yes No
16 19 20 25 22
9 7 11 16 13
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 2006 from Part X, line 5 5 Multiply line 4 by line 3
193 , 398.
5
6
22 , 553 , 860.
5 , 923.
6 Enter 1% of net investment income (1% of Part I, line 27b) 7 Add lines 5 and 6 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.
623521/01-2"7
7
8
22 , 559 , 783.
19
620 , 701.
Z.
SMITH REYNOLDS
FOUNDATION,
INC.
58-6038145
Paae 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948 - see instructions)
and enter 'N/A' on line 1. la Exempt operating foundations described in section 4940(d)(2), check here ^ 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 ^ E] and enter 1% of Part I, line 27b c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b) 2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 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: a 2006 estimated tax payments and 2005 overpayment credited to 2006 6a b Exempt foreign organizations - tax withheld at source 6b c Tax paid with application for extension of time to file (Form 8868) 6c d Backup withholding erroneously withheld 6d 7 Total credits and payments. Add lines 6a through 6d 8 Enter any penalty for underpayment of estimated tax. Check here 0 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 2007 estimated tax BOB,
11
846.
0.
3
4 5
11 , 846.
0.
11 , 846.
11
824.
7 ^ ^ Refunded 8 9 10 11
11 , 824. 22.
Part VII-A
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 Is 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 (if any) of tax on political expenditures (section 4955) imposed during the year: (1) On the foundation. ^ $ 0. (2) On foundation $ 0. e Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed on foundation managers. ^ $ 0. 2 Has the foundation engaged in any activities 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//, col (c), and Part XV. 8a Enter the states to which the foundation reports or with which it is registered (see instructions) ^ 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(l)(3) or 4942(1)(5) for calendar
1c
3 4a 4b 5
X X X
6 7
X X
8b
year 2006 or the taxable year beginning in 2006 (see instructions for Part XIV)? If "Yes," complete Part XIV
623531 01-29-07
Form 990-PF (2006) Z. SMITH REYNOLDS FOUNDATION , Part VII-A Statements Regarding Activities Continued
INC.
58-6038145
Page 5
11a At any time luring the year, did the foundation, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)7 If 'Yes,' attach schedule. (see instructions) b if 'Yes,' did the foundation have a binding written contract in effect on August 17, 2006, covering the interest, rents , royalties, and annuities described in the attachment for line 11a? N/A 12 Did the foundation acquire a director indirect interest in any applicable insurance contract?
11a
1 13 I X 13 Did the foundation comply with the public inspection requirements for its annual returns and exemption application? Web site address ^ WWW. Z SR . ORG Telephone no.'. 3 3 6 - 7 2 5 - 7 5 41 14 The books are in care of ^ BARBARA MABE ZIP+4 ^ 27101-5287 Located at ^ 147 S. CHERRY ST, ST 200 WINSTON - SALEM, NC ^ E] 15 Section 4947( a)(1) nonexempt charitable trusts filing Form 990 - PF in lieu of Form 1041 - Check here
the amount of File Form 4720 if any item is checked in the "Yes" 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 persons (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? (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)?
No
0 Yes No 0 Yes No 0 Yes No Yes 0 No
0 Yes No (6) 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 , if terminating within 90 days .) 0 Yes No If any answer is "Yes' to la(1)-(6), did any of the acts fail to qualify 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 ^ LI 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 2006? Taxes on failure to distribute income ( section 4942) (does not apply for years the foundation was a private operating foundation defined in section 4942 ( j)(3) or 4942 ( j)(5)): At the end of tax year 2006, did the foundation have any undistributed income ( lines 6d and 6e, Part XIII) for tax year(s) beginning before 2006? No 0 Yes If "Yes, list the years ^ 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 statement - see instructions.) N/A 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 ?
LI Yes No b If 'Yes ; did it have excess business holdings in 2006 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 2006.) 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
from
823541 01-29-07
Part VII- B I Statements Regarding Activities for Which Form 4720 May Be Required Continued
5a 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, any voter registration dnve2 = (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 509(a )( 1), (2), or (3 ), or section 4940 (d)(2)? 0 Provide for any purpose other than religious , charitable, scientific , literary, or educational purposes, or for (5) the prevention of cruelty to children or animals 0 b if any answer is 'Yes' to 5a ( 1)-(5), did any of the transactions fad to qualify under the exceptions described in Regulations Yes No Yes No Yes 0 No Yes No
Yes No
Yes No
Yes No
Information About Officers, Directors, Trustees, Foundation Managers , Highly Part VIII Paid Employees, and Contractors 0
I List all officers, directors, trustees, foundation managers and their compensation. (b) Title, and average hours per week devoted (a) Name and address to p osition (c) Compensation ( If not paid , enter -0(d)Conmbuhonsto e p oyee benefit plans and deterred compensation
SEE STATEMENT 7
0.
2 Compensation of five highest-paid employees (other than those included on line 1). If none, enter "NONE." (b Title and average (a) Name and address of each employee paid more than $50,000 (c) Compensation hours per week devoted to p osition
MARY FANT DONNAN PROGRAM OFFIC ER 810 CLOVELLY ROAD , WINSTON-SALEM , NC 40.00 71 BARBARA ROOLE PROGRAM OFFIC ER 454 PEYTON COURT , WINSTON-SALEM , NC 40.00 54 JOY VERMILLION HEINSOHN PROGRAM OFFIC ER 5041 FLEETWOOD CIRCLE , WINSTON-SALEM , 40.00 57 JOSEPH D CROCKER IR OF OPERAT IONS 3600 CHERRY LAUREL CRT , WINSTON-SALE M 40.00 120
623551 01-29-07
Form 990-PF (2006) 58-6038145 Z. SMITH REYNOLDS FOUNDATION, INC. Information About Officers, Directors , Trustees, Foundation Managers , Highly Part VIII -Paid Employees , and Contractors Continued 0
3 Five'highest - paid independent contractors for professional services . If none , enter " NONE." (a) Name and address of each person paid more than $50,000 (b) Type of service
Page 7
(c) Compensation
BROOKS , PIERCE , MCLENDON , HUMPHREY & LEONARD 230 NORTH ELM ST. , SUITE 2000 , GREENSBORO , NC LEGAL SERVICES PUBLIC RELATIONS & RALPH SIMPSON & ASSOCIATES 27102 V IDEO PRODUCTIONS P 0 BOX 194 , WINSTON-SALEM , NC STRATEGIC BUSINESS JFK CONSULTING GROUP INC 2710 P LANNING & ASSESSME 2950 HOPE VALLEY ROAD , WINSTON-SALEM , NC
1SEE STATEMENT 10
925 020.
2
1 NONE
0.
623561 01-29-07
Z.
INC.
58-6038145
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 b Average of monthly cash balances c Fair market value of all other assets
1a lb 1c
12
1d
12 , 379 , 084 .
0 .
3
4 5
12 , 379 , 084 .
185 , 686 .
12
, 193 , 398 .
609.670 .
6
certain
1 11 , 846.
2c
609 , 670.
11 , 846 .
3 4 5
6 7
is lb 2 3a 3b 4
19 , 522 , 989.
97
0. 712.
19 , 620 , 701.
823571 01-29-07
0'
Z.
INC.
58-6038145
Page 9
I
2
639 519. 0. 0.
b Total for prior years: 3 Excess distributions carryover, if any, to 2006: a From 2001 b From 2002 c From 2003 d From 2004 e From 2005 f Total of lines 3a through e 4 Qualifying distributions for 2006 from Part Xll, line 4 : 10, $ 19 , 6 2 0 , 7 01 a Applied to 2005, but not more than line 2a b Applied to undistributed income of prior years (Election required - see instructions) c Treated as distributions out of corpus (Election required - see instructions) d Applied to 2006 distributable amount
e Remaining amount distributed out of corpus 5 Excess distributions carryover applied to 2006
of an amount appears in column (d), the same amount must be shown in column (a) )
0. 0. 639 519. 1 0.
1 0.
b Prior years' undistributed income. Subtract 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 the section 4942(a) tax has been previously assessed d Subtract line 6c from line 6b. Taxable amount - see instructions e Undistributed income for 2005. Subtract line 4a from line 2a. Taxable amount - see instr. f Undistributed income for 2006. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2007 7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(E) or 4942(g)(3) 8 Excess distributions carryover from 2001 not applied on line 5 or line 7
0. 0. 0. 0. 81,182.
823581 01-29-07
Form I tart MY
10 N/A
ynyate op erating 1-ounciatlons (see instructions and Part VII-A, question 9) 1 a If the foundation has received a ruling or determination letter that it is a private operating foundation, and the ruling is effective for 2006, enter the date of the ruling ^ b Check box to indicate whether the foundation is a p rivate Tax year 2 a Enter the lesser of the adjusted net Prior 3 yeas (a) 2006 (b) 2005 (c) 2004 income from Part I or the minimum
or 2003
4942(1)(5) ( e)TotaI
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 d Amounts included in line 2c not used directly for active conduct of exempt activities e 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(j)(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
Part XV I Supplementary Information (Complete this part only if the foundation had $5,000 or more in assets at any time du ring the year-see page 28 of 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 ^ L1 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: d Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other factors:
623601/01-2e-07
on
3 Grants and Contributions Paid During the Year or Anoroved for Future Payment If recipient is an individual, Recipient Foundation show any relationship to status of any f oun d a t ion manager Name and address ( home or business ) recipient or substantial contributor a Paid during the year Purpose of grant or contribution
Amount
11
16605740.
Total
b Approved for future payment
^ 3a
16605740. 11879015.
STATEMENT 12
Total 823811/01-29-07
Z.
INC.
58-6038145
Pane 12
E^Sion code
(d) Amount
b c d e
f g Fees and contracts from government agencies 2 Membership dues and assessments
14
591 , 206.
18
1 , 070.
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. 592 , 276. 1 13 0.
592,276.
Part XVI- B
Line No . r
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 (2006) Z. SMITH REYNOLDS FOUNDATION, INC. 58-6038145 Information Regarding Transfers To and Transactions and Relationships With Noncharitable Part XV11
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 noncharitable exempt organization of. (1) Cash (2) Other assets b Other transactions: (1) Sales of assets to a noncharitable exempt organization (2) Purchases of assets from a noncharitable exempt organization (3) Rental of facilities, equipment, or other assets
Page 13
Yes No
la(l) 1a 2 Ib ( l ) M b(2)
X X X X X X X X X
(4) Reimbursement arrangements (5) Loans or loan guarantees (6) Performance of services or membership or fundraising solicitations Sharing of facilities, equipment, mailing lists, other assets, or paid employees 1c 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, other 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
2a Is the foundation directly or indirectly affiliated with , or related to, one or more tax-exempt organizations described to section 501 ( c) of the Code ( other than section 501(c)(3 )) or in section 5279 El Yes b It "Yes, complete the followmp schedule. (b) Type of organization (a) Name of organization (c) Description of relationship
0 No
N/A
we that I
e ex
ed this return, including accompanying schedules and statements , and to the best of my knowledge and belief , it is true , correct,
th
payer or fiduciary) i
Signature of officer or L
CL
stee
Jee ,&<
Preparer's E signature
SM MCGL EY INC. ' 230 N ELM ST STE 1100 address, and ZIP code GREENSBORO , NC 27401
Rim' s name (or yours ifsefemployed)
523822 01-29-07
Schedule B
(Form 990, 990 -EZ, or 990 - PF) Department of the Treasury Internal Revenue Serv i ce Name of organization 7. gMTrPW
Schedule of Contributors
Supplementary Information for line 1 of Form 990, 990 - EZ, and 990-PF ( see instructions)
OMB No 1545-0047
RTi'. VTT(1T.flC
F fTTATTIATTrIAT
TAT
q. S2 _ C r1 101 A q.
Organization type(check one)Filers of: Form 990 or 990-EZ Section: 0 501(c)( ) (enter number) organization
4947(a)(1) nonexempt charitable trust not treated as a private foundation 527 political organization Form 990-PF 501(c)(3) exempt private foundation Q 4947(a)(1) nonexempt chantable trust treated as a private foundation 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 Rule For 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)(vi), 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.) 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 contributions 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 nonexclusively religious, charitable, etc., contributions of $5,000 or more during the year) 100. $ 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 Form 990-PF, to certify that they do not meet the filing requirements of Schedule B (Form 990, 990-EZ, or 990-PF) LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990, Form 990-EZ, and Form 990-PF.
823451 03-19-07
Contributors (See Specific Instructions.) (b) Name , address, and ZIP + 4 (c) Ag gregate contributions (d) Type of contribution
W.N.
REYNOLDS TRUST
Person
Payroll
Ell
P. O. BOX 3099
WINSTON-SALEM,
(a) No.
$
NC 27150
10,940,404.
Noncash
(Complete Part II if there is a noncash contribution )
Z.
Person
Payroll
Ell
8,783,445.
Noncash
(Complete Part II if there is a noncash contribution.)
MD 21203
(b) Name , address , and ZIP + 4 (c) regate contributions
(d) Type of contribution Person Payroll Noncash (Complete Part II if there is a noncash contnbution.)
(a) No.
(d) Type of contribution Person Payroll Noncash (Complete Part II if there is a noncash contnbution.)
(a) No.
(d) Type of contribution Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.
(d) Type of contribution Person Payroll Noncash (Complete Part II if there is a noncash contribution
623452 01-18-07
Z.
INC.
58-6038145
FORM 990-PP
LEGAL FEES
STATEMENT
DESCRIPTION BROOKS, PIERCE, MCLENDON, HUMPHREY, & LEONARD P.O. DRAWER U GREENSBORO, NC 27402 TO FM 990-PF , PG 1, LN 16A
0. 0. 0. 58,415. 58,415.
0. 0. 0. 0. 0.
0. 0. 0. 58,415. 58,415.
STATEMENT(S)
Z.
INC.
58-6038145
FORM 990-PF
ACCOUNTING FEES
STATEMENT
0. 0. 0. 0.
0. 0. 20,000. 20,000.
0. 20,000. 20,000.
STATEMENT(S)
Z.
INC.
58-6038145
FORM 990-PF
TAXES
STATEMENT
0. 0. 0.
58,685. 0. 58,685.
STATEMENT(S)
Z.
INC.
58-6038145
STATEMENT
FORM 990-PF
OTHER EXPENSES
DESCRIPTION BANK CHARGES STATE ADVISORY PANEL CONSULTANT FEES AND EXPENSES COPYING DUES TECHNOLOGY COSTS
OFFICE AND AUTO INSURANCE INTERN EXPENSE MAINTENANCE - OFFICE MACHINES
130. 40,063. 33,968. 11,235. 42,236. 51,025. 17,561. 413. 42,843. 19,262. 10,382. 1,410. 13,342. 6,339. 11,726. 18,430. 18,852. 169,907. 155,195. 599,918. 1,264,237.
0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0.
130. 40,063. 33,968. 11,235. 42,236. 51,025. 17,561. 413. 42,843. 19,262. 10,382. 1,410. 13,342. '6,339. 11,726. 18,430. 18,852. 169,907. 155,195. 599,918. 1,264,237.
SABATICAL PROGRAM
NANCY SUSAN REYNOLDS AWARDS CONFERENCES, MEETINGS & OTHER DIRECT CHARITABLE ACTIVITIES
TO FORM 990-PF,
PG 1, LN 23
STATEMENT(S)
Z.
INC.
58-6038145
FORM 990-PF
OTHER FUNDS
STATEMENT
18,844,796. 18,844,796.
19,559,108. 19,559,108.
STATEMENT(S)
Z.
INC.
58-6038145
FORM 990-PF'
OTHER INVESTMENTS
STATEMENT
DESCRIPTION RETIREMENT FUND PURCHASE PLAN TOTAL TO FORM 990-PF, PART II, LINE 13
137,937. 137,937.
94,000.
STATEMENT(S)
Z.
INC.
58-6038145
FORM 990-PF
STATEMENT
NAME AND ADDRESS THOMAS W ROSS 380 TENNEY CIRCLE CHAPEL HILL, NC 27514 PATRICIA B WILLIAMSON
COMPENSATION
57,065.
0.
ASSISTANT SECRETARY
40.00
51,500.
20,044.
0.
BOARD OF TRUSTEES
1.00
5,000.
0.
0.
BOARD OF TRUSTEES
1.00
0.
0.
0.
ANITA BROWN-GRAHAM
BOARD OF TRUSTEES
1.00
5,000.
0.
0.
TREASURER
P 0 BOX 189
KINSTON, NC 28502
1.00
5,000.
0.
0.
KATHARINE B MOUNTCASTLE
BOARD OF TRUSTEES
37 OENOKE LANE
NEW CANAAN, CT 06840
1.00
0.
0.
0.
MARY B MOUNTCASTLE 4106 KILDRUMMY COURT DURHAM, NC 27705 DR. LLOYD P TATE JR % NC STATE UNIV
0.
0.
0.
PRESIDENT
1.00
5,000.
0.
0.
DANIEL CLODFELTER % MOORE & VAN ALLEN 100 NORTH TRYON ST FLOOR 47
CHARLOTTE, NC
28202
STATEMENT(S)
Z.
58-6038145
DAVID NEAL
1.00
5,000.
0.
0.
STEPHEN L NEAL
BOARD OF TRUSTEES
1.00
5,000.
0.
0.
JANE S PATTERSON 902 EAST FRANKLIN STREET #4 CHAPEL HILL, NC 27514 ZACHARY SMITH WINSTON-SALEM, (DECEASED) NC 27101
5,000.
0.
0.
BOARD OF TRUSTEES
1.00
5,000.
0.
0.
5,000.
0.
0.
ARDEN, NC
28704
PAGE 6,
PART VIII
303,362.
77,109.
0.
STATEMENT(S)
58-6038145 990-PF
PAGE 10 PART XV - 2a. b. and c Z. SMITH REYNOLDS FOUNDATION, INC. INFORMATION REGARDING GRANT PROGRAMS 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.
PAGE 10 PART XV - 2d GRANTS ARE RESTRICTED TO CHARITABLE WORKS IN THE STATE OF NORTH CAROLINA
STATEMENT 8
Z. SMITH REYNOLDS FOUNDATION, INC. - 58-6038145 2006 DEPRECIATION - (FOR 990-PF) - PART II LINE I 1 OFFICE FURNISHINGS AND EQUIPMENT, AUTOMOBILES, AND LEASEHOLD IMPROVEMENTS COST DISPOSALS BALANCE 2006 DEP.
1981
1984
686.50
179.00
0.00
0.00
686.50
179.00
1985
1988 1989 1990 1991 1992 1995 1996 1997 1998 1999
118.03
2,277.10 6,767.61 6,101.09 5,868.23 1,730.00 2,563.00 0.00 14,496.42 15,650.50 10,087.00
0.00
0.00 0.00 0.00 0.00 0.00 2,124.00 0.00 0.00 7,680.00 0.00
118.03
2,277.10 6,767.61 6,101.09 5,868.23 1,730.00 439.00 0.00 14,496.42 7,970.50 10,087.00
911.24
2000
2001 2002 2003 2004 2005 2006
3,690.92
14,814.25 95,493.67 145,833.19 98,371.16 23,709.10 77,012.36
0.00
0.00 0.00 0.00 0.00 0.00 0.00
3,690.92
14,814.25 95,493.67 145,833.19 98,371.16 23,709.1 0 77,012.36 1,858.14 17,014.95 21,767.13 14,053.03 4 ,741.81 14,250.56
SUBTOTAL
537,533 .25
9,804 .00
527,729.25
74,596.86
AUTOMOBILES:
2002 Buick LaSabre-wht (purchased 12/13/01) 2004 Toyota Avalon-silver (purchased 12/23/03) 2005 Honda Accord Hybrid-silver (purchased 1/21/05)
23,850.00
0.00 31,500.00 25,000.00 20,700.00 20806.00 98,006.00 10,500.00 8,333.34 6,900.00 25 ,733.34
23,850.00
s,n^9
Z. SMITH REYNOLDS FOUNDATION, INC. - 58-6038145 2006 DEPRECIATION - (FOR 990-PF) - PART II LINE 1 1 OFFICE FURNISHINGS AND EQUIPMENT, AUTOMOBILES, AND LEASEHOLD IMPROVEMENTS COST DISPOSALS BALANCE 2006 DEP.
CONTINUED
LEASEHOLD IMPROVEMENTS:
2003 2004 SUBTOTAL 7,167.64 70,712.50 77,880.14 0.00 7,167.64 70,712.50 77,880.14 1,023.94 7,382.50 8,406.44
TOTALS
33,654.00
703,615 .39
108,736.64
--m.9
58-6038145 990-PF -
PART IX-A - SUMMARY OF DIRECT CHARITABLE ACTIVITIES: (1) $155,195. 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 to designate charitable recipients to receive an additional $20,000. (2) $169,907. 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 $15,000, some of whom will not take their sabbaticals until 2006. (3) $599,918 for SPECIAL PROJECTS, CONFERENCES AND MEETINGS: (A) $137,450. for meetings/conferences on issues relating to judicial selection and independence, administration of the death penalty, education policy, voting , rural economic development, the future of the Council on Foundations , philanthropy, civic education , social capital and grassroots organizing. (B) $859. to support anti-racism and diversity training for staff of the Foundation. (C) $14,680. for meetings/conferences on issues relating to the environment including water quantity, open space preservation, and collaborations among environmental organizations. (D) $42,289. - Good Government/Campaign Finance Reform - The Foundation began a project in 1999 to study and educate the people of North Carolina about good government and campaign finance reform issues. In 2002, the Foundation expanded the project to support training and education for legislators, particularly for newly-elected members. In 2004 and 2005, funds were expended to support training programs for new legislators, issue education for legislators and meetings relating to campaign finance reform and other policy questions. (E) $30,813. 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 works with and provides support to the State's Education Cabinet. (F) $31,141. for meetings/conferences with other grantmakers to discuss ways to strengthen nonprofit organizations serving the Immigrant population in North Carolina and working to address issues of racial justice. (G) $15,000. for meetings and research on issues related to the National faith-based initiative and support of faith-based non-profit organizations. STATEMENT 10 PAGE 1 OF 2
(H) $66,506.. for meetings, conferences, retreats and research on strategic issues, policy development and planning for future use of the Foundation's resources. (I) $36,489. for meetings/conferences for grantees relating to organizational development, fundraising, and other issues affecting non-profit operations.
(J) $34,436. 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. (K) $61,072. for meetings /conferences on issues relating to global warming. (L) $129,183. for meetings , technical assistance and research on issues related to the performance of community development corporations in rural communities.
STATEMENT 10 PAGE 2 OF 2
50,000
Affordable Housing
Coalition of Asheville
34 Wall Street
Suite 607
20,000
and Buncombe
County, Inc.
Asheville, NC 28801
Agricultural
25,000
Resources Center
Raleigh, NC 27601
Southwest Civic Education Program to develop effective citizenship and provide a unique opportunity for students to participate in a service-learning
project
2,600
To provide Muslim/Middle Eastern communities with civil liberties education and train a network of attorneys to provide legal representation to this community
65,000
30,000
For administrative and technical support to assist underserved, underemployed and socially disadvantaged agricultural populations with economic development through AIM l's Three Sister Agricultural Co-op and Morning Star Restaurant For general operating support for work in Mecklenburg County
30,000
35,000
American Judicature
Society
75,000
American Rivers
1101 14th Street N W Suite 1400 Washington, DC 20005-5637 1516 Market Street Wilmington, NC 28401
To protect and restore the Yadkin and Pee Dee rivers through hydropower dam licensing
30,000
Amigos International
For general operating support to hire a program director to assist the Latino population in becoming an intergral part of the community
30,000
For the Local Food Campaign, board transition and development, and the creation of a regional farmers' market
35,000
3,000 To promote greater access to sustainably -grown healthy local food to underserved populations through Farm to School program STATEMENT 11
24,000
Children
For a shared-use, commercial kitchen to serve Ashe, Alleghany, Wilkes, and Watauga counties 30,000
To provide general support for the domestic violence program , A Safe Home
for Everyone
25,000
P O Box 1717
Asheville , NC 28802- 1717
To be used for staff salaries and the creation of workbooks for students as this
organization attempts to expand its professional development opportunities to
20,000
middle school math teachers Bayboro Development Center, Inc. P 0 Box 84 Bayboro , NC 28515 For general operating support to continue its home development, home repair, and homebuyer assistance programs 25,000
Bertie County
P 0 Box 643
Jackson , NC 27845
35,000
To conduct The Bill of Rights for Real Life training program for approximately 50 Charlotte history and civics teachers
10,000
To promote self-sufficiency and economic growth for black farmers through the 8th National Black Land Loss Summit and First Black Ag-Expo.
3,000
Blue Ridge
Environmental
P 0 Box 88
Glendale Springs , NC 28629
For general operating support to launch its Healthy Communities project and
expand its zero waste work
60,000
Defense League Blue Ridge Resource Conservation and Development Council 1081-2 Old US Highway 421 Sugar Grove , NC 28679 For a project manager for the Wilkes/Watauga Landfill Gas projects and the Regional Solid Waste Management Initiative 20,000
To support the Food Systems Conference that will help the High Country community establish a community-based food system , creating economic opportunity for low-resource farmers For general operating support to engage in community revitalization , housing counseling and new housing development
3,500
25,000
To implement a comprehensive community assessment to develop a housing strategy for Hoke County
3,500
c/o Communities in Schools 601 East 5th St . Suite 300 Charlotte, NC 28202 P O Box 52482 Durham, NC 27717-2482
2,500
To develop and implement a multifaceted program to train unemployed and underemployed residents of Durham in construction skills
25,000
To begin adaptive reuse of Bladen County African American high school for educational and cultural community center
6,000
10,000
Carolina Justice
Policy Center
P 0 Box 309
Durham. NC 27701
20,000
Winthrop University, Department of Political Science, 336 Bancroft Hall Rock Hill, SC 29730
For general operating support to continue building administrative capacity and outreach support
20,000
For the North Carolina Open Space Protection Collaborative, Years 2 and 3
25.000
Catawba College
25,000
For general operating support for its Lau no/Hispanic oriented community support work - Casa Guadalupe, a subsidiary of the Catholic Social Services of the Roman Catholic Diocese of Charlotte
25,000
To improve the social, economic, political, environmental and educational conditions in Robeson County
50,000
50,000
To raise public awareness about problems with the administration of the death penalty
55,000
To provide nonprofit practitioners an opportunity to reflect upon their growth and to re-integrate their sense of purpose and calling within the context of work
30,000
16,400
For Passionate Citizens A Youth Noise Network Documentary Project connecting young people to Durham's active civic culture through the documentary process For general operating support to allow work to strengthen small grassroots groups in low-wealth and marginalized communities throughout Western North Carolina Recruiting and retaining teachers for hard-to-staff schools and assessing what works
8,207
60,000
Center for Teaching Quality (formerly Southeast Ctr for Teaching Quality)
30,000
Hillsborough, NC 27278
To train staff at domestic violence shelthers to identify and respond to the needs of children
100,000
Suite 100
Durham, NC 27707 Christians for a United Community P. O Box 2957 Asheville, NC 28802 To help churches and the community unite to dismantle the root causes of racism and disparity 30,000
For general operating support to educate the community about the effect of domestic violence and sexual assault
15,000
To provide experiential training in stream restoration and energy conservation to 6-8 urban youth
5,000
For general operating support to promote clean, safe water and dust communities
25,000
25,000
100,000
20,000
Community Developers of Beaufort -Hyde, Inc. Community Empowerment Project, CDC Community Reinvestment Assoc. of NC
20,000
For general operating support to focus on affordable housing and entrepreneurial training
30,000
For general operating support and match for a Ford Foundation grant on manufactured housing reform
50,000
To support community outreach and economic growth through website revision and video production about the historic Tillery community
4,250
3,500
Connectinc., Inc.
For the TEACH Central Project to increase first and second year teacher
40,000
Battleboro, NC 27809
retention in eastern NC
For general operating support to build the collective power of the environmental community to assure sound environmental policy-making
20,000
Conservation Fund
P 0 Box 271
Chapel Hill, NC 27514
200,000
To provide seed grants of up to $15,000 to grassroots rural organizations to develop and implement 'tnple bottom line' projects that blend economic, social and environmental returns on investments.
Conservation Trust
P 0 Box 33333
To partner with the Black Family Land Trust to improve understanding among
4,250
for NC
Raleigh , NC 27636-3333
land trusts of mmonty landowner issues and expand outreach to minority landowners
For the implementation of the NC land trusts' strategic plan to expand resources , to support and improve the quality, pace and scope of land conservation , and ensure the sustainability of conservation organizations, programs and commitments Crisis Assistance Ministry Dan River Basin Association Darryl Hunt Project for Freedom and
Justice, Inc.
150,000
500-A Spratt Street Charlotte , NC 28206 628 Cedar Lane Reidsville. NC 27320 Eight West Third Street Suite 350
Winston Salem , NC 27101
5,000
25,000
For general operating support to hire a full time Re-Entry Coordinator and to assist with funding for the Executive Director's salary
40,000
Democracy NC
105 West Main Street Canboro, NC 27510 P 0 Box 8453 Rocky Mount , NC 27804
350,000
DonorsChooseNC
For general operational support to match up donors with education projects in North Carolina's low-resource communities
30,000
For general operating support predominately for organizational transformation and legal programs
20,000
E-POLK
General operating support to hire an executive director to staff an innovative start-up model for a community-owned Internet access provider
35,000
For general support of the center which will educate, organize, and mobilize the religious community in the U S on issues and campaigns that will improve wages, benefits, and working conditions for low-wage workers
20,000
Environmental Federation of NC DBA Earth Share Environmental Federation of NC DBA Earth Share Environmental
Support Center, Inc.
35,000
15,146
45,000
El Pueblo, Inc.
4 N Blount St , Suite 200 Raleigh, NC 27601 10279 Three Top Rd Todd, NC 28684
CB #2625 Elon, NC 27244
87,500
5,900
Elon University
25,000
Employee Matching
Gifts
1,790
EnergyXchange Inc
66 EnergyXchange Dr
Burnsville, NC 28714
For incubation of wood craft enterprises, using damaged waste wood and
renewable energy
20,000
75,000
To support English language classes that integrate economic, social and environmental information for migrant farmworkers
5,000
For general operating funds to support its ongoing educational and grassroots organizing programs for lesbian, gay, bisexual and transgender North Carolinians
25,000
To educate North Carolina residents, community leaders and policymakers about the impact of harsh sentencing laws on vulnerable communities, and galvanize them for policy reform To assist migrant farm workers through education and training
50,000
25,000
10,000
50,000
P 0 Box 2407
Chapel Hill , NC 27515-2407
To support, promote and advance the triple bottom line of community sustainability
20,000
30,000
For expansion of the OUTREACH NC program which targets low resource counties lacking environmental education opportunities, but rich in natural resources For the Multicultural Center of Hope, a Latino center that provides information and assistance to the Latino community
100,000
25,000
Generation Engage
For general operating support to engage and organize young voters and particularly to target those who are not college educated or attending college
75,000
25,000
Summer Civic Leadership Institute to introduce rising tenth graders to a wide range of local government services and promote civic responsibility through coordinated presentations . hands-on learning opportunities , and a public service project
5,000
WRAP 'We Respect All People ' to enhance school climate and support a more conducive learning and teaching environment by increasing students ' mutual respect for all students. Greene Lamp, Inc. 309 Summit Avenue Kinston , NC 28501 For Operation CLEAR (Civic Leadership , Education And Responsibility) to educate youth about their civic responsibility and prepare them to be competent and responsible citizens throughout their lives
7,500
8,000
For Photovoice to show teens how to work together to build a strong community through a camera lens
5,093
Greensboro, NC 27407
Greenville Memorial 6116 Montieth Drive
10,000
Charlotte, NC 28216
Guilford Child
Development
To improve significantly the school readiness of disadvantaged children at the local level
80,000
To create a collaborative of local education funds/organizations to address education issues on the state level with local school impact
35,000
To support an economic development project that will brand Mitchell County as 'home of the perfect Christmas tree' and utilize displaced local workers
5,000
P O Box 187
Bynum , NC 27228
To support organizational capacity building and its program work for impaired waters
20,000
20,000
Hiawassee River
25,000
Watershed Coalition ,
Inc.
Murphy, NC 28906
To build and foster structures that develop leadership and assets supporting sustainable economic renewal for the far west mountain region of NC
25,000
To start a comprehensive financial literacy program for Cherokee, Clay and Graham counties
25,000
Hispanics in Philanthropy
For a specific project the Funders' Collaborative for Strong Latino Communities.
500,000
Hollister REACH
To engage rural landowners in addressing the economic, social and environmental issues related to septic tanks and alternative wastewater treatment systems in Warren County For general operating support for the joint domestic violence and sexual assault program
4,750
Hope for Families Graham Domestic Violence and Sexual Assault Center
25,000
To produce wholesale and retail guides to increase local agriculture and craft income
3,000
To develop the NC Workers' Right Report Card, and to write and publish the Public Subsidies' Report
40,000
Interfaith Partnership
for Advocacy and Reconciliation
For general operating support for the Institute for Dismantling Racism
30,000
Jewish Community
Center
1,800
Kidsenses, Inc.
50,000
To develop a framework for a comprehensive Mountain Ridge and Slope Protection Program in western North Carolina
40,000
Latino Advocacy
For general operating support to partially finance the salaries of the executive
20,000
Hendersonville, NC 28792
To provide on-going operating support to help it better serve its membership, increase its product offerings and become financially self-sustainable
200,000
150,000
125,000
To provide civil legal services to the growing immigrant population in Piedmont North Carolina through the Immigrant Outreach Project
30,000
To provide legal assistance and representation to immigrants in North Carolina through Justice for All Project
15,000
To provide immigration and other legal assistance for immigrants in western NC through the Justice for All Project
15,000
To facilitate the development of a community-led, long-term vision for the future of the watershed
20,000
40,000
50,000
M.E.3, Inc.
For general operating support for organizational assistance and growth of volunteerism
5,000
MDC, Inc.
50,000
To help poor working families access tax credits, free tax preparation, and link to asset-building programs
75,000
45,000
For general operating support to reduce the need for abortion by increasing access to family planning services, affordable birth control and comprehensive age appropriate sex education
100,000
45,000
National Organizers
Alliance
40,000
To focus on three of North Carolina's national parks (Cape Hatteras, the Blue Ridge Parkway and the Great Smoky Mountains) and negotiate the best plan of action to address controversial issues affecting these natural areas
25,000
Nature Conservancy
For the Land for Tomorrow project, to increase public funding for land and heritage conservation in NC
400,000
NC Academy of Trial Lawyers Foundation, Inc. NC Association of Black Lawyers' Land Loss Prevention Project
20,000
For general operating support to assist limited resource and financailly distressed land owners
40,000
To strengthen the capacity of local county departments of social services to deliver effective services to families and children
20,000
To build and institutionalize the infrastructure essential for going to scale with the philosophy and framework of Family Net
25,000
10
40,000
250,000
300,000
To support the work evaluating and investigating NC inmates' claims of actual innocence
40,000
To support outreach and educational efforts to ensure that mtnonty farmers and landowners build capacity and have access to funding and technical assistance programs
3,000
For general operating support to protect and restore North Carolina's coast
200,000
900,000
NC Community Shares
For general operating support to generate resources for progressive nonprofit organizations throughout the state
20,000
NC Conservation Network
For general operating support to strengthen the environmental community and win protections for NC's air, water, and quality of life
65,000
NC Council of Churches
20,000
To create an alternative to suspension tool kit that will contain information about national, state and local alternatives to suspension programming
15,000
NC Environmental Defense
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
390,000
To hire the expertise necessary to prepare selected economic analyses that will develop a strong economic and environmental case for transitioning the hog industry in North Carolina to Environmentally Superior Technologies (ESTs)
35,000
11
NC Institute for
25,000
Constitutional Law
Raleigh. NC 27603
For general operating support to continue it current advocacy efforts and to begin two new projects designed to increase the capacity of minority business owners
75,000
35,000
For general operating support to enable the Justice Center to continue its antipoverty advocacy efforts on behalf of North Carolina's poor.
750,000
250,000
250,000
For general operating support NC Minority Support Center NC Minority Support Center P 0 Box 2086 Durham, NC 27702-2086 3739 National Drive Suite 100 Raleigh, NC 27612 112 S Blount Street, Suite 102 Raleigh, NC 27601 For general operating support needed dunng this time of reshaping the entire North Carolina CDCU industry
750,000 125,000
To improve the state's high schools through a comprehensive and focused campaign
50,000
NC Public Interest Research Group Education Fund NC Rural Communities Assistance Project NC Smart Growth Alliance
To support its ethics reform efforts and its work to hold public officials accountable
25,000
To help rural, low-wealth communities address threats to safe drinking water and/or adequate wastewater treatment
7,500
For general operating support to focus on technical assistance, collaboration and community organizing for smart growth initiatives in local communities
35,000
For general operating support to enable the Institute to build its capacity to engage in public policy development on a year around basis
85,000
For State Leadership Conferences to provide scholarships to help defray the cost of the Youth Legislative Assembly
3,500
12
For general operating support For general operating support in the effort to support neighborhood groups interested in community development, and to strengthen grassroots organizing
networks
25,000 30,000
Neighbors in Ministry
For anti-racism training for teachers, parents and children to address institutional racism and reduce the achievement gap for middle school-aged
35,000
NetCorps
For general operating support to expand services to the Triad, to the east and south of the Triangle, and to Latino organizations
45,000
To support list enhancement activities for NC nonprofits in order to build collective power
25,000
40,000
To market an affordable housing project in Washington County to first -time, minority homeowners
4,000
35,000
For general operating support to continue the efforts to monitor and protect the New River
20,000
15,000
30,000
For Footprints from the Past, Blue-pnnts for the Future to demonstrate how representative democracy works at the local, state, and national levels
7,950
To purchase software to improve the agency's capacity to raise funds from local sources
5,000
15,000 13
2,500
Peace College 15 East Peace Street Raleigh, NC 27604 People of Faith Against the Death Penalty 110 W Main Street, Suite 2-G
Carrboro, NC 27510
25,000
For organizing and educating the faith community and other North Carolinians to work to narrow the application of, improve the fairness of and,
50,000
15,000
To provide civil legal services to immigrants through the Justice For All Project Planned Parenthood Health Systems, Inc. 100 South Boylan Avenue Raleigh. NC 27603 For the Access to Contraception Project
25,000
100,000
Project Healthshare
2,500
A special opportunity grant for Fulfilling the Dream Fund, to defend, support and expand affirmative action and other efforts to promote full inclusion of people of color and women
100,000
250,000
Rensselaerville Inst NY
63 Huyck Road
Rensselaerville, NY 12147
To conduct an intensive small rural county intervention process to measurably improve a selected county's academic achievement
75,000
For expansion program to increase the Museum's educational and interpretative capacity
125,909
30,000
50,000
To purchase the Hamilton Rosenwald School and begin preparation for its use as a cultural, community and ecotounsm center
4,150 14
20,000
To organize a statewide group of rural community leaders to work collaboratively with other groups to develop and advocate for policy reforms that improve the quality of public education in rural areas of North Carolina
50,000
5,420
To support a community garden project in a low-resource Fayetteville neighborhood. Sampson County CDC P 0 Box 42 Fayetteville, NC 28302 For general operating support to assist low-income families in their quest for affordable housing
4,250
35,000
To establish a farmers market and continue community education about landbased income
4,500
Town of Sandyfield
2,000
Civic Education Consortium CB #3330, Knapp-Sanders Bldg Chapel Hill, NC 27599-3330 NC Sierra Club 112 S Blount Street Raleigh, NC 27601 29 N Market St , Suite 604 Asheville, NC 28801
For the Small Grants program to foster civic engagement in communities across the state
37,000
For operating support for the NC chapter's general public education and outreach activities, particularly focusing on energy issues
40,000
20,000
For general operating support for the defense, protection and restoration of North Carolina's national forests and critical habitats
30,000
For general operating support for its forest protection and preservation work in North Carolina
30,000
200,000
15
For general operating support to enable SELC to continue to provide leadership, legal advocacy, and policy expertise to protect the environment of North Carolina
550,000
60,000
For general operating support to strengthen the voices of low income women
10,000
SouthWings , Inc.
20,000
1,800
For support of the Health Education Project of the Into the Fields program
4,500
Sustainable NC
P 0 Box 88
Raleigh, NC 27602
100,000
To recruit, train, and support new teachers in rural counties of eastern North
Carolina
50,000
To support improvements to Cook Park and to support community outreach through a newsletter and summer theater
4,685
For general operating support to continue its multiple programming efforts of construction of affordable housing and business development
20,000
To support improved community participation in ACA and develop community vision of environmental assets, economic opportunity and improved social conditions
2,750
For general operations to continue and enhance the Consortium's successful civic education reform initiatives.
75,000
For the School of Law/Center for Civil Rights general operating support.
75,000
To elevate public discourse and decision making through policy briefings and seminars for legislators and journalists
50,000
16
175,000
15,000
For the annual grant , under 1990 contract , for general support , faculty development , and scholarships
1,200,000
For Campaign for Wake Forest Initially for scholarships: Joseph G Gordon, NSR, NC middle income residents, annual awards to faculty members, Reynolds Professors supplements, and special undergraduate programs and needs
583,990
Environmental Leadership Center CPO 6323, P 0 Box 9000 Asheville, NC 28815-9000 821 Raymond Avenue, Suite 260
Saint Paul, MN 55114
To prepare a feasibility study of small, low-resource farmers providing native plants to NC DOTfor roadside planting
4,000
Wellstone Action
Fund
40,000
To conduct two Voter Engagement Schools for organizations and coalitions running voter engagement efforts in North Carolina in 2006
15,000
Western NC Alliance
To support its Invasive Exotics Project to engage local residents in the removal of harmful plant species from critical NC habitats
30,000
For general operating support to partially finance the salaries of three staff members, as this organization attempts to improve wages, benefits, and working conditions of low-wage workers
25,000
WildLaw
25,000
For operating support to support and represent NC's non-profit environmental groups that protect special places in North Carolina
25,000
For general operating support for student scholarships and faculty recruitment
375,000
25,000
For general operating support for the development of North Carolina' s Central Park
60,000
17
For Youth Voices and Vision to encourage and foster minority youth leadership
5,500
TOTALS
16,605,740
18
Z. SMITH REYNOLDS FOUNDATION, INC 58-6038145 GRANTS UNPAID - 2006 Action for Children North Carolina 1300 St Mary's Street, Ste 500 Raleigh, NC 27605 For the Youth Advocacy Toolkit 5,000
2,500
For general operating support for its statewide work educating service providers to implement successful adolescent pregnancy prevention interventions
100,000
To create, develop and implement a comprehensive training/resource center and to support its ongoing efforts to educate homebuyers and produce affordable housing
50,000
30,000
For general operating support to staff a bilingual employee to offer assistance to Latinos
10,000
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
50,000
For the ASU Beginning Teacher Support Network (ASU-BTSN) as a component of its Teacher Retention Program
130,000
For general operating support of which at least $10,000 must be used for organizational development
45,000
30,000
Beaufort Co Schools
6,000
20,000
STATEMENT 12 1
Z. SMITH REYNOLDS FOUNDATION, INC 58-6038145 GRANTS UNPAID - 2006 For general operating support for the Domestic Violence Offender Program
Bertie County
60,000
To support the Heritage Impacts Tourism Initiative and advocacy and education efforts related to increasing heritage tourism and economic development
40,000
For general operating support for its ongoing advocacy to remedy flaws in the death penalty system and for community corrections
25,000
Z. SMITH REYNOLDS FOUNDATION, INC 58-6038145 GRANTS UNPAID - 2006 For general operating support for ongoing advocacy to remedy flaws in the death penalty system and for community corrections
75,000
For general operating support to provide information and assistance to Latino immigrants
25,000
250,000
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
50,000
To provide nonprofit practitioners an opportunity to reflect upon their growth and to re-integrate their sense of purpose and calling within the context of work
5,000
For general operating support to strengthen grassroots leaders, groups , and networks working on justice issues in Western NC
50,000
For general operating support to strengthen grassroots leaders, groups, and networks working on justice issues in Western NC
70,000
10,000
40,000
50,000
2006 Nancy Susan Reynolds Award desginated by Faith Lockwood for My Aunt's House for fundraising for operational expenses.
10,000
35,000
5,000
Z.SMITH REYNOLDS FOUNDATION, INC 58-6038145 GRANTS UNPAID - 2006 To support its work in North Carolina
165,000
40,000
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
For general operating support for efforts to fight predatory leading, improve policies and financing structures in the field of manufactured housing, and to educate consumers about sound financial practices
150,000
40,000
50,000
Connectinc ., Inc.
For the TEACH Central Project to increase first and second year teacher retention in eastern NC.
20,000
Conservation Fund
100,595
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 suspensiontexpulsion hearings
30,000
5,000
5,000
Z. SMITH REYNOLDS FOUNDATION, INC 58-6038145 GRANTS UNPAID - 2006 For general operating support for North Carolina staff and operating expenses of the North Carolina office
50,000
10,000
Democracy NC
For general operating support to fight the influence of money in politics and advocate for good government reforms
350,000
15,000
DonorsChooseNC
For general operational support to match up donors with education projects in North Carolina's low-resource communities
10,000
30,000
4.854
El Pueblo, Inc.
200,000
8,500
Elon University
20,000
For general operating support for public education, research, and organizing on clean air, clean water , and open spaces
30,000
For general operating support to build organizational capacity to expand services and training curriculum
25,000
For cycles two and three of its Building Better Boards program
40,000
Z. SMITH REYNOLDS FOUNDATION, INC 58-6038145 GRANTS UNPAID - 2006 For general operating support to recruit and train young lawyers and professionals in capital defense at the trial level
60.000
FairVote
To build a grassroots coalition to effect how North Carolina casts its Electoral College votes
35,000
40,000
20,000
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
25,000
250,000
For its Smart Choice The No Child Left Behind Education Network project
25,000
Generation Engage
For general operating support to engage young North Carolinians in rural and inner-city communities in sustained civic participation
75,000
To support the building of grassroots philanthropic networks through the Ujamaa African-American Philanthropy project
25,000
To improve significantly the school readiness of disadvantaged children at the local level
60,000
300,000
To support the creation of the Anti-racist Organizers ' Network of North Carolina (ARON)
15.000
To grow the capacity of North Carolina Individual Development Account and support the development and implementation of North Carolina Saves
15,000
Z. SMITH REYNOLDS FOUNDATION. INC 58-6038145 GRANTS UNPAID - 2006 For general operating support to serve the economically disadvantaged women and girls of Wilson County
Impact Foundation
25,000
City of Kannapolis
For a strategic planning process to increase access to education, job training and small business support for low-income individuals and
families
35,000
To support development of the Kerr-Tar Hub, an innovative program to rejuvenate the economy of the region
20,000
5,100
25,000
60,000
300,000
30,000
To provide immigration and other legal assistance for immigrants in western NC through the Justice for All Project
20,000
To fund dialogue sessions associated with the Families of Abraham Programs Around Faith and Community exhibition
15,000
For general operating support for a start-up domestic violence program for Hoke County residents
25,000
40.000
Madison County
For the Madison Farms Developing a Sustainable Model Beyond Tobacco program
45,000
Z. SMITH REYNOLDS FOUNDATION. INC 58-6038145 GRANTS UNPAID - 2006 To bring together diverse groups of people for dialogue understanding, and community building
Meet Me There
7.500
For its community-based economic development project, 'Home of the Perfect Christmas Tree '
115,000
75,000
NAACP-National
50,000
To support the North Carolina Outreach Coordinator's efforts to engage community members in issues affecting farm workers
25,000
NC State University Department of Soil Science Campus Box 7619 Raleigh , NC 27695-7619
20,000
10,000
55.000
For the project to test a new system for strengthening the organizational development and performance of Community Development Corporations.
250,000
To strengthen the capacity of local county departments of social services to deliver effective services to families and children
40,000
50,000
160,000
For general operating support to continue its work on campaign finance reform and other good government reforms
275,000
Z. SMITH REYNOLDS FOUNDATION, INC 58-6038145 GRANTS UNPAID - 2006 For general operating support
150,000
120,000
To support the efforts to secure resources, encourage dialogue, and advocate for public policy change to end homelessness and other operating expenses
35,000
250,000
For general operating support to protect and restore North Carolina's coast
For the Host of the Coast and Gift of the Coast projects, and other operational support.
40,000
350,000
NC Community Foundation
To increase philanthropy among youth, women and people of color in NC (a special opportunity grant for NC Gives)
200,000
NC Community Shares
To support the hiring of a Community Organizer and developing a program to access new employerstorgantranons
20,000
NC Environmental Defense
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
195,000
For general operating support in its efforts to create fair housing opportunities for all
45,000
25,000
NC GreenPower Corporation
25,000
-,
Z. SMITH REYNOLDS FOUNDATION, INC 58-6038145 GRANTS UNPAID - 2006 For general operating support for its work to develop decent, safe and affordable housing
NC Housing Coalition
190,000
80,000
50,000
850,000
NC Latino Coalition
For general operating support to increase grassroots Latino organizations ' collective voice and capacity on issues of importance
30,000
20,000
NC Policy Watch
220 Fayetteville Street Mall, 3rd Floor 27601 P 0 Box 12800, 27605 Raleigh, NC
50,000
For capacity building to provide technical assistance for the development of decentralized wastewater systems for low-income rural residents
35,000
30,000
NC State University
College of Natural Resources 2022 D Biltmore Hall, Box 8001 Raleigh NC 27695-8001
For the Institute of Emerging Issues' Business Committee on Fiscal Modernization Project
65,000
75,000
College of Design 200 Brooks Hall Campus Box 7701 Raleigh. NC 27695
30,000
For general operating support to help impact North Carolina's energy future
95,000
50,000
10
Z. SMITH REYNOLDS FOUNDATION. INC 58-6038145 GRANTS UNPAID - 2006 To encourage the organization of the Yadkin - Pee Dee and Lumber River groups to enhance watersheds and rivers and streams through information sharing and cooperation
NC Watershed Coalition
10,000
NC Wildlife Federation
30,000
45,000
25,000
Neighbors in Ministry
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.
30,000
40,000
35,000
20,000
50,000
10,000
1,700
For general operating support to continue providing economic development services and for the Enterprise Development Project
20,000
40,000
11
Z. SMITH REYNOLDS FOUNDATION, INC 58-6038145 GRANTS UNPAID - 2006 For the Southern Appalachian Conservation Loan Fund
21.000
To use for the new planning function to develop a master plan for affordable housing and work with planners from local governments
35,000
20,000
50,000
To develop a plan and initiate advocacy efforts for inclusionary zoning in the city of Asheville and Buncombe County
10,000
To provide civil legal services to immigrants through the Justice For All Project
10.000
225,000
To provide fundraising assistance to the schools participating in the Young Scholars Program
35,000
25,000
35,000
For project support to assist with initial staff costs for the Upper Coastal Plain Business Development Center, a regionally onented small business incubator
60,000
250,000
To purchase the Hamilton Rosenwald School and begin preparation for its use as a cultural. community and ecotounsm center
1,850
12
Z. SMITH REYNOLDS FOUNDATION. INC 58-6038145 GRANTS UNPAID - 2006 To assist Robeson County Schools in conducting a continuous professional development experience for its Initially Licensed Teachers (ILTs)
15,000
City of Sanford
6,200
10,000
10,000
20,000
20,000
40,000
For general operating support to enable SELC to continue to provide leadership, legal advocacy, and policy expertise to protect the environment of North Carolina.
275,000
To support of the Women's Microenterpnse 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
25,000
80,000
For general operating support to engage high school and college-aged youth in environmental and social justice issues
25,000
13
41
Z. SMITH REYNOLDS FOUNDATION, INC 58-6038145 GRANTS UNPAID - 2006 For general operating support
25,000
To incorporate strategies that will increase the rapidly disappearing housing choices for low-income residents and adapt the Atlanta regional 'Livable Centers Imtaurve' for implementation in the Triangle
35,000
25,000
United Way of NC
To expand NC 211 system to 15 low-wealth counties in eastern NC to increase access to community services
50,000
For the Institute of African American Research - the Matrix Project which is aimed at reducing the achievement gap in eastern NC.
40,000
To support the Carolina Environmental Program's project to engage youth in energy conservation and local sustainability
35,000
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
45,000
For general operating support of the Institute of Government's NC Civic Education Consortium for teacher, school and community-based civic engagement activities
112,500
For the Campaign for Wake Forest Initially for scholarships Joseph G. Gordon, NSR, NC middle income residents, annual awards to faculty members, Reynolds Professors supplements, and special undergraduate programs and needs
591,715
For general operating support to enable increased organizational development, refining of a business plan, and strengthening community economic development work
45,000
To the Environmental Leadership Center's applied services program to help communities and organizations
25,000
50,000
14
ro
58-6038145 GRANTS UNPAID - 2006 For the pure farms/pure water campaign
25,000
25,000
60,000
To support the retention of beginning teachers and their transition to the classroom
95,000
34,000
To develop a business plan for the electronic health records social enterpnse, and to test software and procedures necessary for developing the plan
25,000
2006 Nancy Susan Reynolds Award desginated by Faith Lockwood for Tomorrow's Wise Working Women
5,000
For 1000/100 Cultural Tourism Leadership Program which will enhance tounsm across North Carolina through the development of 1.000 trained leaders in hentage/culture tourism
5,000
YWCA-High Point
15,000
TOTALS
11,879,015
15