Polk County Community Foundation Inc
Donations deductiblePolk County Community Foundation Inc's network
10 people1 organisationi10 people and 1 organisation on this map.The large node is the subject of this page. Solid lines are what the register itself records (10). Violet dotted lines (9) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
10 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 10 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Sherry M Carter Chair | Chair | 2019 | 7 yrs |
| A Thomas Jackson | Treasurer | 2019 | 7 yrs |
| Carolyn Gibson | 2024 | 2 yrs | |
| Dale L McEntire | 2019 | 7 yrs | |
| Frances H Parker | 2024 | 2 yrs | |
| Kevin D Burnett | 2024 | 2 yrs | |
| Monica E Jones | Company secretary | 2019 | 7 yrs |
| Norma W Batchelder | 2024 | 2 yrs | |
| Peter R Franklin (also filed as Peter Franklin) | Vice Chair | 2021 | 5 yrs |
| Susan S McHugh | 2024 | 2 yrs |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
2 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Elizabeth Nager | President & CEO | since 2019 |
| Sara Barron Bell | President & CEO | since 2021 |
Pay and hours
year to 31 December 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Sara Barron Bell | President & CEO | 40 | $209k | $55k | |
| A Thomas Jackson | Treasurer | 1 | $0 | ||
| Kevin D Burnett | Secretary | 1 | $0 | ||
| Peter R Franklin | Chair | 1 | $0 | ||
| Susan S McHugh | Vice Chair | 1 | $0 | ||
| Carolyn Gibson | 1 | $0 | |||
| Dale L McEntire | 1 | $0 | |||
| Frances H Parker | 1 | $0 | |||
| Gordon B Hamilton | 1 | $0 | |||
| Heidi L Shull | 1 | $0 | |||
| Matthew Pohsweg Jr | 1 | $0 | |||
| Norma W Batchelder | 1 | $0 |
About
- Legal name
- Polk County Community Foundation Inc
- EIN
- 510168751
- Address
- 255 S Trade St, Tryon, NC, 28782-3707
- State
- North Carolina
- Mission
- To administer funds entrusted to support charitable, cultural, educational and publicly beneficial activities in the community centered in and around polk county, n.c. Both by directly expending sums for such purposes and in cooperation with institutions qualified to carry out these objectives most efficiently. The foundation works with donors (both individuals and charitable organizations)... (as filed on the Form 990)
- Activity (NTEE)
- T31Z Philanthropy, voluntary services and grantmaking
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Philanthropy, Voluntarism & Grantmaking Foundations
- Size band
- 9 (IRS master file code)
- Formed
- 1975
- IRS ruling date
- 1 October 1975
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 5, latest 2024
- IRS Publication 78
- PC (contributions deductible)
Most connected
Related organisations (Schedule R)
Longest observed on the filings
≥7years on the filingsSherry M Carter
≥7years on the filingsA Thomas Jackson
≥7years on the filingsDale L McEntire
≥7years on the filingsMonica E Jones
Latest return
year to 31 December 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2025. US dollars, as filed.- Total assets
- $76.8m
- Total liabilities
- $4.6m
- Net assets or fund balances
- $72.2m
- Contributions and grants received
- $5.3m
- Program service revenue
- $0
- Grants and similar paid out
- $3.3m
- Employees
- 5
- Volunteers
- 40
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $4.4m | $3.6m | $712k |
As filed on the IRS Form 990. US dollars.
Grants paid
25+ listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.| Recipient | Purpose | Amount |
|---|---|---|
| Thermal Belt Outreach Ministry Inc | Support for food distribution, housing, medical & financial assistance for those in need | $321k |
| Polk County Schools | Support for gifted camps, band program, field trips, internships, teacher conferences & educational travel, community partnerships, mentorin | $277k |
| Fence | Support for 400+ acre nature & equestrian center | $204k |
| Hopeful Restoration Group | Donor advised fund distrubution to support storm recovery in polk county | $200k |
| Sunny View Clubhouse | Support community center improvements & programs | $187k |
| Tryon Fine Arts Center | Support for community arts center programs, operations & facilities | $156k |
| Tryon Arts & Crafts Inc | Support for arts education programs, community events, operations & facilities | $135k |
| Conserving Carolina | Support for land conservation | $111k |
| Episcopal Church of the Holy Cross | Endowment fund distributions for operating support | $98k |
| Tryon Little Theater Inc | Support for theater programs & community center | $90k |
| Walnut Creek Preserve | Support for the charitable mission of walnut creek preserve | $89k |
| Saluda Community Land Trust Inc | Support for land conservation & community programs in the greater saluda area | $87k |
| Mountain True | Support for environmental & conservation efforts | $83k |
| Lanier Library Association | Support for library programs & facilities | $83k |
| Upstairs Artspace | Support for art gallery programs, facilities and operations | $79k |
| Foothills Humane Society Inc | Support for animal welfare in polk county | $78k |
| Tryon Garden Club Inc | Endowment fund distributions for operating support | $76k |
| Steps to Hope Inc | Support for domestic violence victims shelter operations & programs | $63k |
| Roseland Community Center Inc | Support for community center youth & adult programs | $56k |
| Tryon Painters & Sculptors | Support for art gallery programs, facilities & operations | $53k |
| E-Polk Inc | Support for nonprofit broadband connectivity | $45k |
| St Luke's Hospital Foundation | Support for st. Luke's hospital community health programs, equipment & operations | $45k |
| Saluda Pop-Up-Pantry | Support for food pantry programs | $38k |
| Big Brothers Big Sisters of WNC - Polk County | Support for mentoring programs in polk county | $35k |
| Polk County Government | Support for farmers markets, recreation, and library programs | $33k |