Artwork courtesy of Stephanie Tenery

2006 ANNUAL REPORT

Community Foundation of Burke County Board of Directors Sitting L-R: Hugh Fletcher, Doris Fullwood, Cyndie Callaway (Vice-President), John Branstrom (President), Jim Lowdermilk (Treasurer) and Jim Rostan

Standing L-R: Le Erwin, Marc Mitchell, Chip Black, Sterling Collett, John Ervin (Secretary), Otto Woerner, Susan Wilson, Ben Succop and Paul Deaton

Mission Statement

To encourage, develop and participate in philanthropy by providing flexible giving opportunities, professional support and responsible stewardship for the benefit of donors and qualified recipients Year in Review

2006 has been an extraordinary year for your Community Foundation. It was a year of thoughtful philanthropists, unprecedented growth and new beginnings.

It is often said that Burke County is a truly special community – not because of its mountains, its picturesque towns or its state-of-the-art facilities. Our greatest attribute is our people. We insist upon caring for one another – black and white, rich and poor, native-speaking and foreign- tongued, people with and without disabilities. Some people share a meal. Others offer clothing or housing. Others give a hug or lend an ear. These numbers are noteworthy and certainly worth mentioning, but, most importantly, they represent improvements in the quality of life in In this spirit of giving, some choose to use the Community Foundation to our community. They mean a better life for our neighbors. That is reason care for those causes and people closest to their hearts. Please read to celebrate. about Dr. Jean Ervin, a fascinating Burke Countian who took the time to insure that her favorite causes were cared for beyond her life. Her two It has been a full year, and we believe that it is just the beginning. We are testamentary funds will assist those who are critically ill, help preserve only seeing a glimmer of what is to come. As we stand on this threshold history, support her beloved church and care for a and look to the future, we are filled with hope, courage and promise. You cemetery that is close to her heart – forever. have invested your time, resources and energy in this community, but your guiding light has been your heart. We will continue to be good stewards Other thoughtful and generous people like Dr. Jean have recognized the of all that you entrust to us – growing the community’s resources and wisdom of using the Community Foundation to permanently care for connecting good people to the causes most meaningful to them. people, neighborhoods, organizations and our natural resources. We gain the confidence of these philanthropists because of many factors. A Please read the next few pages with us and share in our celebration. significant one is our compliance with the National Standards for Accept our genuine gratitude for your generosity, your caring nature and Community Foundations, the highest philanthropic standards for your insistence upon excellence. operational quality, integrity and accountability that a community foundation can earn.

The result of this trust and resolve for excellence has been tremendous John T.Branstrom President growth. Please take a few minutes to look at the charts on pages five and six. Our grants to the community have increased by fifty percent and our assets nearly doubled in one year. We had 49 endowment funds that Caroline M. Avery distributed close to $100,000 in grants to worthy nonprofits this year. Executive Director

helping good people do great things 1 Community Grants & Scholarships

Community Grants

In its fifth Community Grants Cycle, the Board of Directors of the In addition, the First United Methodist Church of Valdese was Community Foundation of Burke County allocated $40,000 of awarded $3,027 from the Emanuel A. and Romilda P. Richard unrestricted funds to be used for the most effective projects Endowment for their Angel Food Ministry, which offers weekly addressing current needs in Burke County. An additional $3,000 nutritious meals in a loving environment. came from the Richard Fund, which specifies that a percentage of its distributions be used to meet the changing needs of the area in These organizations are meeting many critical needs for our and around Valdese. community, and the Foundation is proud to help them improve the quality of life for all people in Burke County. Chaired by Dr. Paul Deaton, the Grants Committee diligently researched existing needs in Burke County and programs that are meeting those needs. Detailed applications were reviewed and site visits were conducted by Grants Committee members Paul Deaton, 2006 Scholarship Recipients Hugh Fletcher, Daniel Gutierrez, John McElrath, Marc Mitchell and Jean VanNoppen. Jimmy C. Draughn Scholarship Landon Tyler Huffman (UNC – Chapel Hill) Grants were approved to the following organizations and projects: Harry L. Hallyburton Scholarship Burke Council on Alcoholism & Chemical Dependency Christopher Drew Anderson(NC State) received $9,192.00 to assist with crucial office renovations. Christopher Allen Buchanan (NC State) Tyler Montgomery Buff (NC State) Foothills Conservancy of North Carolina was awarded $5,000 to provide funding for protection efforts that will lead to the Tara A. Hubbard (UNC – Wilmington) protection of lands with high public values. Larry and Louise Huffman Scholarship Good Samaritan Clinic was awarded $7,655 to assist with the Christopher Chance Cook (Emory and Henry College) purchase of life saving medical equipment and supplies. Ashley Danielle Styles (Catawba Valley Community College)

Habitat for Humanity of Burke County was awarded $2,653 Faye T. Russell Scholarship for the purchase of a swing set for their Gold Park in Drexel, a Danielle Leann Epley (Appalachian State University) collaborative project between Girl Scouts Senior Troop 553 and Nicollette E. Connelly (UNC – Chapel Hill) Habitat for Humanity. Stiff Endowment History Museum of Burke County was awarded $1,000 to be Michael Brandon White (Western Carolina University) used for the Museum’s Capital Fund toward the Phifer/Johnson Marty Allen Parlier challenge grant. (Caldwell Community College & Technical Institute) Battered Women’s Support Group Project of Option’s was Wynne and Otto Woerner Scholarship awarded $7,500. Shane Von Farr (Western Piedmont Community College) Gang and Prevention Education Project of the Salvation Wynne and Otto Woerner – Carolina Shoe Scholarship Army Boys & Girls Clubs of Hickory was awarded $2,000 to implement the program in Burke County. (See picture on page 8). Chesnee Lae Shull (UNC – Charlotte) Shekinah Food Ministry of Oak Ridge Baptist Church of Glenn R. Yoder Scholarship Connelly Springs was awarded $5,000 to help with the purchase Christopher Allen Buchanan(NC State) of equipment to store and deliver food to needy families in Burke Michael Gregory Clontz County. (See picture on page 8). (Western Piedmont Community College) Clyde Nichols Young, Jr. Scholarship Jacob Steven Perry (UNC – Chapel Hill)

for good forever 2 Tribute to a Benefactor

Jean Conyers Ervin by Dorothy K. Ervin

Jean Conyers Ervin, a woman before her time, was the last child Marjorie Miller Triebert, her childhood friend, co-edited the born into a large family of free-thinkers, each of whom had an Heritage of Burke County that was sponsored and published by the agenda and mutual love and respect for one another. Burke County Historical Society in 1981. She wrote her autobiography, The Youngest of Ten, that was After graduating from Morganton High School published in 1997. in 1926 and Converse College in 1930, Jean spent a year at the North Carolina School for When Jean got a “bee in her bonnet,” she was the Deaf where she received a certificate for a force to be reckoned with. This was most special training to teach the deaf. She was evident in her pursuit of a residential then off and running! During the next ten retirement home for the aging in years she taught in state residential schools Morganton. She became the moving force for the deaf in South Dakota, Utah, and behind the creation of Mountain House New Jersey. Retirement Center, Inc., later to become Grace Ridge Retirement Community. The In 1942, Jean received a Master of Arts facility opened in 1987. Degree from Columbia University Teachers College and in 1950, a Ph.D. from the Jean Ervin made an estate commitment to the University of Missouri. She chose Mark Twain as Community Foundation of Burke County. She a speaker for the subject of her dissertation. For the provided assets for the Jean Conyers Ervin Fund remainder of her life, Jean maintained her interest in which benefits the following: the First Presbyterian Mark Twain and collected his works, articles and books Church which played an important role in her life for ninety- written about him, and Mark Twain memorabilia. She gave most of seven years, Burke Hospice and Palliative Care from whom she her collection to the Phifer Learning Resources Center at Western received care and support Piedmont Community College prior to her death in 2006. As she during the final months of wished, the remainder of her collection is now there. her life, and the North Carolina Room of the After teaching at the University of Missouri, the University of Hawaii, Burke County Public and the University of Connecticut, Jean supervised the speech Library System. It should be program for the Arlington, Virginia Public Schools for ten years. She noted that fourteen year old then returned to academia at the University of Virginia. During these Jean Ervin was a visitor to years, she was active in many professional organizations and taught the Morganton Public short courses at many colleges and universities. In 1976, she Library on its first day of retired and returned to Morganton to live in the house where she operation in November had grown up. 1923; at that time, the library was housed in a second story room Back in Morganton, Jean participated in many civic activities. She at 125 West Union Street. Jean also provided assets for the was an active member of the First Presbyterian Church, the Quaker establishment of the Quaker Meadows Cemetery Fund that will Meadows Chapter of the National Daughters of the American provide funds for the maintenance of Quaker Meadows Cemetery, Revolution, and the Burke County Historical Society. She and whose restoration efforts were led by her sister Eunice Worth Ervin.

helping good people do great things 3 Financial Reports

Year Ended December 31, 2006 (With Comparative Totals for 2005)

Statement of Financial Position Statement of Activities

Assets 2006 2005 Revenues and Other Support 2006 2005

Current assets: Contributions $ 2,135,731 $ 707,087

Cash and equivalents $ 1,147,648 $ 653,241 Investment income 129,651 94,749 Promises to give,current portion 8,575 7,799 Net realized and unrealized gains Other receivables 268 399 on investments 258,146 96,417 Total current assets 1,156,491 661,439 Loss on equipment disposition (1,400)

In-kind contributions 12,441 11,312 Promises to give, less current portion 12,825 300 Other income 6 Investments 4,197,068 2,640,123 Total revenues and

Property and equipment, net 9,230 11,565 other support 2,535,975 908,165

Total Assets $5,375,614 $3,313,427

Expenses

Liabilities and Net Assets Program services 415,792 285,922 Management and general 61,422 49,939 Current liabilities: Accrued expenses $ 3,912 $ 486 Bad debt expense 10,000

Total expenses 477,214 345,861 Net assets: Increase in net assets 2,058,761 562,304 Unrestricted 659,802 504,740 Net assets at beginning of year 3,312,941 2,750,637 Restricted: Temporarily restricted 4,671,900 2,778,201 Net assets at end of year $5,371,702 $3,312,941 Permanently restricted 40,000 30,000 Total restricted 4,671,900 2,808,201 2006 Audit completed by Painter, Russell & Woodson, PLLC. Financials were extracted from the annual audit. Total net assets 5,371,702 3,312,941 Complete audited statements are available at the offices of the Community Foundation.

Total Liabilities and Net Assets $5,375,614 $3,313,427

for good forever 4 Grants in Action

Grants by Area 2006 Grants to the Community Arts, Culture and Humanities $42,181.64 $400,000 Education $354,369 12% $76,400.00 $350,000 22% Religion $300,000 $43,614.78 12% $235,984 Environment/Animals $250,000 $10,019.56 3% $200,000 Public/Society Benefit 6% $150,000 $146,027 $19,875.92 $122,511 $100,000 $81,734 $84,257 20% 25% Health $91,031.90 $50,000 Human Services $71,245.35 $0

Total ...... $354,369 2001 2002 2003 2004 2005 2006 2006 Grants in Action Alzheimer’s Association ...... 1,461.28 Grace Episcopal Church ...... 7,600.00 American Bible Society ...... 800.00 Grace Lifecare, Inc. d/b/a Grace Ridge ...... 250.00 American Cancer Society ...... 1,461.28 Grandfather Home for Children ...... 1,461.28 American Red Cross ...... 300.00 Habitat for Humanity of Burke County ...... 4,648.40 Anderson University ...... 1,100.00 Hillcrest Elementary School ...... 200.00 Appalachian Family Innovations ...... 7,000.00 Historic Burke Foundation ...... 7,011.28 Barium Springs Home for Children ...... 1,461.28 History Museum of Burke County ...... 2,000.00 Bethel United Methodist Church ...... 100.00 Intervarsity Christian Fellowship-USA ...... 5,600.00 Burke Arts Council ...... 2,185.28 Library Foundation of Burke County, Inc...... 11,600.00 Burke Charitable Properties, Inc...... 100.00 Medical Benevolence Foundation ...... 1,000.00 Burke Council on Alcoholism & Chemical Dep. . . . .10,192.00 Mimosa Christian Counseling Center ...... 250.00 Burke County Endowment for the Arts ...... 26,000.00 Morganton Housing Authority ...... 800.00 Burke County Friends for Animals ...... 878.04 Morganton Service League ...... 472.87 Burke County Public Schools ...... 5,000.00 Mountain View Cemetery ...... 3,198.28 Burke County United Way ...... 2,000.00 N.C. School for the Deaf Foundation, Inc...... 684.21 Burke Hospice & Palliative Care ...... 30,785.08 New Day Christian Church ...... 2,500.00 Burke Sunrise, Inc...... 2,500.00 Options ...... 8,313.46 Burke United Christian Ministries ...... 18,527.48 Piedmont Council of Boy Scouts of America ...... 250.00 Community Foundation of Burke County ...... 16,414.64 Presbytery of Western North Carolina ...... 2,100.00 Church of God Ministries ...... 860.00 Rock School Art Foundation ...... 2,148.32 Coats Missionary Baptist Church ...... 2,500.00 Salvation Army ...... 2,000.00 Disabled American Veterans ...... 1,461.28 Samaritan’s Purse ...... 1,000.00 Drexel First Baptist Church ...... 4,704.78 Shekinah Food Ministries ...... 5,000.00 Faith Church ...... 500.00 SIM USA, Inc...... 2,500.00 First Baptist Church – Morganton ...... 2,236.76 Scholarships ...... 17,000.00 First Church of God of Drexel, Inc...... 6,500.00 South Mountain Children’s Home ...... 1,461.28 First Presbyterian Church ...... 5,500.00 St. Jude's Children Research Hospital ...... 1,461.28 First United Methodist Church ...... 250.00 Valdese Elementary School ...... 3,027.48 First United Methodist Church of Valdese ...... 3,027.48 Waldensian Presbyterian Church ...... 8,297.85 Foothills Conservancy of N.C...... 5,000.00 Warner Southern College, Inc...... 1,000.00 Forest Hill Elementary School ...... 10,000.00 Western Piedmont Foundation ...... 30,250.00 Glen Alpine Elementary School ...... 3,205.52 World Vision, Inc...... 1,000.00 Good Samaritan Clinic ...... 44,170.98 TOTAL ...... 354,369.15 Good Samaritan Hospice ...... 100.00

helping good people do great things 5 Endowment Funds

Please consider making a donation to one of these endowments.

Blue Ridge Community Action Fund supports programs that Burke Hospice & Palliative Care, Inc. Limited Endowed foster the development of economically depressed families and Donor Advised Fund provides palliative and supportive care for develops the human resources, which carry out community action terminally ill patients and their families, either directly or in programs. consultation with the patient’s physician or with a community agency.

Bowers-Greene Endowment Fund has broad charitable purposes. Camp Stewardship Fund supports outdoor educational projects, environmental and historical conservation and Burke Arts Council Endowment Fund supports programs and research projects, civic projects and scholarship programs in Burke projects of the Burke Arts Council in Burke County, North Carolina. and McDowell counties. Burke County Friends for Animals Endowment Fund creates a Charles M. and Alice M. Carey Endowment for the Humane permanent source of income for the Friends for Animals. Treatment of Animals Fund provides annual distributions to Burke County United Way Fund is used to assess, on a continuing Friends for Animals Humane Society of Burke County for the benefit basis, the need for human service programs; to see solutions to of domestic animals and their treatment in Burke County. human problems; to assist in the development of new or the Children’s School Scholarship Endowment Fund provides expansion or modification of existing human service programs; to scholarships to qualified applicants to the Children’s School. promote preventive activities, and foster cooperation among local, state, and national agencies serving the community. Community Fund supports charitable projects and organizations that improve the quality of life in Burke County. Burke Education Endowment Program Limited Endowed Donor Advised Fund is established to provide every Burke County Jackie and Paul Deaton Fund has broad charitable purposes. high school graduate (who lacks the financial means) the opportunity Jimmy C. Draughn Scholarship Endowment Fund provides to attend Western Piedmont Community College and earn a degree. scholarships to qualified applicants from eastern Burke County, Burke Hospice & Palliative Care Endowment Fund provides North Carolina. palliative and supportive care for terminally ill patients and their Drexel Alumni Association Fund provides scholarships to families, either directly or in consultation with the patient’s physician qualified applicants from the Drexel School area of Burke County, or with a community agency. North Carolina.

Growth of Endowment and Total Assets $6,000,000 $5,375,614 $5,500,000 $4,846,804 $5,000,000 $4,500,000 $4,000,000 $3,313,427 $3,500,000 $2,755,307 $2,812,367 $3,000,000 $2,277,473 $2,500,000 $2,091,065 $2,000,000 $1,619,964 $1,394,089 $1,500,000 $1,170,872 $898,842 $1,000,000 $624,018 Endowment $500,000 Total Assets $0 2001 2002 2003 2004 2005 2006 for good forever 6 Endowment Funds

Jean Conyers Ervin Fund benefits the Presbyterian Church of Morganton, Burke Hospice and Palliative Care and the North Carolina Room of the Burke County Public Library.

Mildred P. and J. Hugh Fletcher Endowment Fund has broad charitable purposes.

Foothills Conservancy of North Carolina Burke County Endowment Fund supports Foothills Conservancy’s operations and mission of land and water conservation in Burke County.

Good Samaritan Clinic Endowment Fund provides resources to an interdenominational Christian organization which will provide Paddy Creek Farm courtesy of Foothills Conservancy of North Carolina medical care, medications and pastoral support and counseling to the medically needy and working poor residents of Burke County. Historic Burke Foundation-Alice Elaine Falls Endowed Fund provides funding for the programs and projects of the Historic Burke Foundation.

Historic Burke Foundation-Alice Elaine Falls Limited Endowed Donor Advised Fund provides funding for the programs and projects of the Historic Burke Foundation.

Larry and Louise Huffman Scholarship Endowment provides scholarships to qualified applicants from eastern Burke County, North Carolina.

Andrea Galen Jacks Scholarship Endowment Fund provides educational opportunities and enrichment for foster care children in Francis and Emily Grill Memorial Fund supports the programs the custody of the Burke County Department of Social Services. of the following nonprofit organizations: Alzheimer’s Association, Joyce Amos Jones Endowment Fund has broad charitable Hospice of Burke County, Inc., American Cancer Society, Grandfather purposes. Home for Children, South Mountain Children’s Home, St. Jude Children’s Research Hospital, Habitat for Humanity of Burke County, Library Foundation of Burke County Endowment Fund Inc., Barium Springs Home for Children, and Disabled American supports the maintenance and programs of a free public library in Veterans. Burke County.

Habitat for Humanity of Burke County, Inc. Fund supports the Jerald C. Liebhart, Sr. & Grace Folmar Liebhart Fund provides Gospel of Jesus Christ by developing, building, renovating, funds for a travel fellowship outside or within the United States rehabilitating and maintaining decent housing in Burke County for primarily for a member, between the ages of sixteen (16) and twenty- economically disadvantaged people and to help them create a better two (22), of First Baptist Church of Morganton, North Carolina. human habitat in which to live and work.

helping good people do great things 7 Endowment Funds

Martha’s Park Endowment Fund provides funding to preserve portion of the Fund will meet the changing needs of the Burke County and maintain the park. community as determined by the Community Foundation.

Albert Mehl Endowment Fund provides support and charitable Rock School Arts Foundation Endowment Fund helps to services to the deaf and hearing impaired community in and around promote and encourage interest in the visual and performing arts Burke County, North Carolina. through the Rock School Art Foundation.

Morgan-Avery Fund has broad charitable purposes. John P. Rostan, Jr. and Naomi Bounous Rostan Endowment Fund has broad charitable purposes. Mountain View Cemetery Fund is used for the charitable purposes of the Evangelical Methodist Church and the First Baptist Salsbury-Taylor Fund has broad charitable purposes. Church of Connelly Springs, specifically the maintenance of the Stiff Endowment Fund is established in memory of Dr. A. Olin and Mountain View Cemetery. Evelyn Senter Stiff to improve healthcare in Burke County with a current focus on nursing scholarships and the School Health Nurse Program in the Burke County Public Schools.

Stop Alcohol and Drug Addiction Endowment Fund is established to support the work of the Burke Council on Alcoholism and Chemical Dependency.

Gang graffiti identified by Salvation Army Boys and Girls Donald and Betty Taylor Fund benefits the Alexander Senior Center, Club (See Community Grants on page 2). the American Red Cross (Burke County Chapter), Blue Ridge Community Action, Caldwell Academy in Greensboro, First Baptist Options Against Family Violence Fund supports intervention Church of Morganton, the Morganton’s Woman’s Club, Southmountain services for victims of domestic violence, rape and sexual assault in Children and Family Services, Three Forks Baptist Church in Alexander Burke County. County and the changing needs of the Burke County community.

Ann Cornwell Patton & George Thomas Cornwell Fund provides educational opportunities to persons who are economically disadvantaged including assistance to at risk preschool children. It also supports the administrative expenses of the Foundation for the first 10 years.

Quaker Meadows Cemetery Fund provides funding for the maintenance and preservation of the Quaker Meadows Cemetery which is owned by the Historic Burke Foundation.

Emanuel A. and Romilda P. Richard Endowment Fund benefits Waldensian Presbyterian Church Service Committee, Burke United Christian Ministries Food Services Program, Valdese Elementary School

(special needs for children) and Hospice of Burke County. Annually, a Shekinah Food Ministry providing boxes for local shut-ins (See Community Grants on page 2).

for good forever 8 Endowment Funds

Teeth In Need Endowment Fund is established by a devoted friend Glenn R. Yoder Scholarship Endowment Fund provides to provide for the immediate dental care needs of the uninsured scholarships to Burke County students with financial needs and whose children in Burke County. The Good Samaritan Clinic and the Burke character reflects a commitment to the objectives of Lions International. County school nurses will work together to provide these services to Clyde Nichols Young, Jr. Endowed Scholarship Fund provides Burke County children. scholarships to qualified applicants from Freedom High School. Valdese Rotary Club Endowed Scholarship Fund provides scholarships to qualified applicants from eastern Burke County, North Carolina. Advisory Committees Waldensian Presbyterian Church Cemetery Endowment Fund Acceptance Committee Investment Committee provides funding for the maintenance of the cemetery. John Ervin, Chair Sterling Collett, Chair Waldensian Presbyterian Women Scholarship Program Harold Mitchell John Branstrom Endowment Fund provides scholarships to qualified applicants Phil Church John Rostan from Waldensian Presbyterian Church. Otto Woerner Executive Committee Wynne and Otto Woerner Endowed Scholarship Fund helps John Branstrom, Chair Nominating Committee Burke County students further their education. One scholarship is Chip Black Chip Black, Chair specifically for direct descendants of Carolina Shoe employees and Cyndie Callaway John Branstrom the other scholarship is available to anyone living in Burke County. John Ervin Phil Church Le Erwin John Ervin Jim Rostan Debbe Perry Ben Succop Jim Rostan

Finance Committee Personnel Committee Jim Lowdermilk, Chair Jim Rostan, Chair Mike Ayotte Cyndie Callaway Chip Black Harold Mitchell Mike Fulenwider Scholarship Committee Ben Succop Le Erwin, Chair Grants Committee Cyndie Callaway Paul Deaton, Chair Hugh Fletcher Hugh Fletcher Tom Rogers Daniel Gutierrez Susan Wilson John McElrath Staff Marc Mitchell Caroline Avery, Executive Director, (left) & Jean VanNoppen Toni Nadeau, Financial Assistant, (right)

helping good people do great things 9 Please visit our website! www.cfburkecounty.org

Community Foundation of Burke County 205 North King Street • PO Box 1156 • Morganton, NC 28680 Tel (828) 437-7105 • Fax (828) 437-0433 [email protected]