Totals
- Total revenue
- $15,868,528
- Total expenses
- $6,645,029
- Contributions and grants received
- $15,059,693
- Grants paid
- $5,761,757
- Program service revenue
- $0
- Investment income
- $749,106
- Other revenue
- $59,729
- Total assets, end of year
- $20,245,728
- Total liabilities, end of year
- $80,582
- Net assets or fund balances, end of year
- $20,165,146
- Program services expenses (Part IX)
- $5,978,744
- Management and general expenses
- $273,213
- Fundraising expenses
- $393,072
- Program service expenses (Part III)
- $5,978,744
Program services were 90.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$15,059,693
-
3 · Investment income
total $393,546 · excluded $393,546
-
6a · Gross rents
real property $71,050
-
6b · Less rental expenses
real property $35,104
-
6c · Rental income or loss
real property $35,946
-
6d · Net rental income or loss
total $35,946 · excluded $35,946
-
7a · Gross sales of assets other than inventory
securities $2,673,100
-
7b · Less cost or other basis and sales expenses
securities $2,317,540
-
7c · Gain or loss
securities $355,560
-
7d · Net gain or loss
total $355,560 · excluded $355,560
-
11a · Other revenue: OTHER INCOME
total $23,783 · related or exempt $23,783
-
11e · Other revenue, total
$23,783
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $5,761,757 · program services $5,761,757
-
5 · Compensation of officers, directors and key employees
total $186,681 · management and general $46,670 · fundraising $140,011
-
7 · Other salaries and wages
total $284,054 · program services $88,076 · management and general $48,994 · fundraising $146,984
-
8 · Pension plan contributions
total $16,775 · program services $3,355 · management and general $3,355 · fundraising $10,065
-
9 · Other employee benefits
total $12,015 · program services $8,474 · management and general $885 · fundraising $2,656
-
10 · Payroll taxes
total $35,229 · program services $7,046 · management and general $7,046 · fundraising $21,137
-
11b · Fees: legal
total $40,542 · program services $40,542
-
11c · Fees: accounting
total $29,056 · management and general $29,056
-
11f · Fees: investment management
total $95,811 · management and general $95,811
-
11g · Fees: other
total $17,936 · management and general $4,484 · fundraising $13,452
-
12 · Advertising and promotion
total $48,218 · management and general $12,054 · fundraising $36,164
-
13 · Office expenses
total $19,091 · management and general $4,771 · fundraising $14,320
-
14 · Information technology
total $5,435 · management and general $1,359 · fundraising $4,076
-
17 · Travel
total $20,943 · management and general $18,229 · fundraising $2,714
-
22 · Depreciation, depletion and amortization
total $69,494 · program services $69,494
-
23 · Insurance
total $1,992 · management and general $499 · fundraising $1,493
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $53,903 · end of year $631,629
-
2 · Savings and temporary cash investments
beginning of year $1,377,607 · end of year $8,630,497
-
3 · Pledges and grants receivable
beginning of year $270,000 · end of year $2,128,000
-
4 · Accounts receivable
beginning of year $28,556 · end of year $8,110
-
9 · Prepaid expenses and deferred charges
beginning of year $14,227 · end of year $13,941
-
10a · Land, buildings and equipment: cost or other basis
$2,416,700
-
10b · Land, buildings and equipment: accumulated depreciation
$150,305
-
10c · Land, buildings and equipment, net
beginning of year $1,534,860 · end of year $2,266,395
-
11 · Investments: publicly traded securities
beginning of year $7,241,009 · end of year $6,560,776
-
15 · Other assets
beginning of year $793 · end of year $6,380
-
17 · Accounts payable and accrued expenses
beginning of year $31,802 · end of year $75,216
-
25 · Other liabilities
end of year $5,366
-
27 · Net assets without donor restrictions
beginning of year $8,709,414 · end of year $9,096,269
-
28 · Net assets with donor restrictions
beginning of year $1,779,739 · end of year $11,068,877
Mission and programs · 2025
Mission
TO IMPROVE THE HEALTH AND WELL-BEING OF THE PEOPLE IN WESTERN NORTH CAROLINA, WITH PARTICULAR EMPHASIS ON THOSE LIVING IN AVERY, MITCHELL, AND YANCEY COUNTIES. IN DOING SO, THE FOUNDATION WILL MAKE GRANTS TO ELIGIBLE ORGANIZATIONS THAT WORK TO IMPROVE THE HEALTH AND WELL-BEING OF THE PEOPLE IN THOSE AREAS.
Activities or mission (Part I)
RAISE FUNDS FOR COMMUNITY SUPPORT
-
CONTINUING MANY PROGRAMS FROM THE PRIOR YEAR, THE ORGANIZATION PROVIDED AN ADDITIONAL 5,761,757 IN FINANCIAL SUPPORT TO VARIOUS COMMUNITY ORGANIZATIONS FOR OPERATIONAL AND CAPITAL NEEDS. AMYWF PROVIDED EMERGENCY RESPONSE RELIEF FOR AVERY, MITCHELL, AND YANCEY COUNTIES. SEE 990 SCHEDULE I FOR DETAILS.
Expenses $5,978,744 · Grants $5,761,757
As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Starli McDowellSTARLI MCDOWELL
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
John MillerJOHN MILLER
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
John BlackburnJOHN BLACKBURN
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Barbara MiddletonBARBARA MIDDLETON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Brenda Howell-SparksBRENDA HOWELL-SPARKS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
John HartomJOHN HARTOM
BRD MEMBER T
- Total calculated
- $0
- Hours/week
- 1
-
Lisa ShultzLISA SHULTZ
BRD MEMBER T
- Total calculated
- $0
- Hours/week
- 1
-
Luke HoweLUKE HOWE
EXECUTIVE DI
- Total calculated
- $186,681
- From this org
- $170,177
- From related orgs
- $0
- Other
- $16,504
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $170,177
- Bonus
- not reported
- Other
- not reported
- Deferred
- $8,471
- Nontaxable benefits
- $8,033
- Filer's total
- $186,681
-
Caitlin Trew-JohnsonCAITLIN TREW-JOHNSON
ASSOCIATE DI
- Total calculated
- $170,073
- From this org
- $140,745
- From related orgs
- $0
- Other
- $29,328
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $140,745
- Bonus
- not reported
- Other
- not reported
- Deferred
- $7,005
- Nontaxable benefits
- $22,323
- Filer's total
- $170,073
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation committee
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$2,012,500
DISASTER RECOVERY
-
DISASTER RECOVERY
-
$550,000
CAPACITY BUILDING
-
DISASTER RECOVERY
-
MOUNTAIN COMMUNITY HEALTH PARTNERSH
$316,667
MENTAL HEALTH SERVIC
-
DISASTER RECOVERY
-
$147,307
FOOD SECURITY
-
SOUTHERN RECONCILIATION MINISTRIES
$143,958
FOOD SECURITY
-
$133,333
MENTAL HEALTH SERVIC
-
$85,000
FOOD SECURITY
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2025
- Filed
- 29 June 2026
- IRS schema version
- 2025v4.0
- Source object
- 202612119349300041
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.