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Governance Register
US nonprofit · EIN 510168751 · Tryon, NCiSource and licenceOrganisation record IRS Exempt Organizations Business Master File (EIN 510168751) - NTEE activity code, address.Board and officers IRS Form 990 annual filings, Part VII (directors, trustees, officers, key employees), read year by year to observe tenure.Latest return IRS Form 990 series e-file data - 990 for the year to 31 December 2025: assets, liabilities, staff, website, telephone, pay, related organisations (Schedule R), grants paid (Schedule I).Finances by year IRS Form 990 e-file data - total revenue and total expenses by tax year.Renewal outlook Computed by Governance Register from the observed filing history and filed revenue (us-approach-v4-clean). Not a statement that the organisation is recruiting.Deductibility IRS Publication 78 data (code PC), downloaded 18 October 2026.Licence US Federal Government public domain.How we handle data

Polk 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.
NameRole as filedSinceOn the board
Sherry M Carter ChairChair2019
7 yrs
A Thomas JacksonTreasurer2019
7 yrs
Carolyn Gibson2024
2 yrs
Dale L McEntire2019
7 yrs
Frances H Parker2024
2 yrs
Kevin D Burnett2024
2 yrs
Monica E JonesCompany secretary2019
7 yrs
Norma W Batchelder2024
2 yrs
Peter R Franklin (also filed as Peter Franklin)Vice Chair2021
5 yrs
Susan S McHugh2024
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.
NameTitle as filedOn the filings
Elizabeth NagerPresident & CEOsince 2019
Sara Barron BellPresident & CEOsince 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.
NameTitle as filedHours a weekPay from the organisationRelated organisationsOther
Sara Barron BellPresident & CEO40$209k$55k
A Thomas JacksonTreasurer1$0
Kevin D BurnettSecretary1$0
Peter R FranklinChair1$0
Susan S McHughVice Chair1$0
Carolyn Gibson1$0
Dale L McEntire1$0
Frances H Parker1$0
Gordon B Hamilton1$0
Heidi L Shull1$0
Matthew Pohsweg Jr1$0
Norma W Batchelder1$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 yearTotal revenueTotal expensesSurplus 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.
RecipientPurposeAmount
Thermal Belt Outreach Ministry IncSupport for food distribution, housing, medical & financial assistance for those in need$321k
Polk County SchoolsSupport for gifted camps, band program, field trips, internships, teacher conferences & educational travel, community partnerships, mentorin$277k
FenceSupport for 400+ acre nature & equestrian center$204k
Hopeful Restoration GroupDonor advised fund distrubution to support storm recovery in polk county$200k
Sunny View ClubhouseSupport community center improvements & programs$187k
Tryon Fine Arts CenterSupport for community arts center programs, operations & facilities$156k
Tryon Arts & Crafts IncSupport for arts education programs, community events, operations & facilities$135k
Conserving CarolinaSupport for land conservation$111k
Episcopal Church of the Holy CrossEndowment fund distributions for operating support$98k
Tryon Little Theater IncSupport for theater programs & community center$90k
Walnut Creek PreserveSupport for the charitable mission of walnut creek preserve$89k
Saluda Community Land Trust IncSupport for land conservation & community programs in the greater saluda area$87k
Mountain TrueSupport for environmental & conservation efforts$83k
Lanier Library AssociationSupport for library programs & facilities$83k
Upstairs ArtspaceSupport for art gallery programs, facilities and operations$79k
Foothills Humane Society IncSupport for animal welfare in polk county$78k
Tryon Garden Club IncEndowment fund distributions for operating support$76k
Steps to Hope IncSupport for domestic violence victims shelter operations & programs$63k
Roseland Community Center IncSupport for community center youth & adult programs$56k
Tryon Painters & SculptorsSupport for art gallery programs, facilities & operations$53k
E-Polk IncSupport for nonprofit broadband connectivity$45k
St Luke's Hospital FoundationSupport for st. Luke's hospital community health programs, equipment & operations$45k
Saluda Pop-Up-PantrySupport for food pantry programs$38k
Big Brothers Big Sisters of WNC - Polk CountySupport for mentoring programs in polk county$35k
Polk County GovernmentSupport for farmers markets, recreation, and library programs$33k