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Luke Garrison Foundation FY2020 filing

Tax-deductible

Linville, NC501(c)(3)Since 2016Foundations & GrantmakersEIN 81-2513548Revenue $208K in FY2020

On file with the IRSlukegarrisonfoundation.comPo Box 785, 28646-0785 · Linville, NCTax-exempt since Aug 2016Publicly supported charity — 170(b)(1)(A)(vi)

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The Foundation will provide support through a series of grants each year to organizations that provide access and encouragement for others pursue science, nature, sports and church in loving memory of Luke Garrison.

501(c)(3) charity; gifts are tax-deductible.
86¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 6
filings with a surplus
Average surplus $150K a year · 70% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
86%
of spending
Looks good: 86% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
16 mo
of spending, in cash
Looks good: 16.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $25K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
0
of 5 voting members
Concern: none of 5 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$208K
Spent
$47K
To programs
86%
Net assets
$834K
By yearFY2020–FY2025
Revenue
$208K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$208K
FY2021$144K
FY2022−$955
FY2023$260K
FY2024$267K
FY2025$396K
Expenses
$47K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$47K
FY2021$48K
FY2022$56K
FY2023$61K
FY2024$83K
FY2025$82K
Net assets
$834K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$834K
FY2021$930K
FY2022$872K
FY2023$1.1M
FY2024$1.3M
FY2025$1.6M

From the FY2020 Form 990 · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Aug 2016.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

86 cents of each dollar spent went to programs.

Program services 86% · $40K Management & general 14% · $7K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

5 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
Gail H Garrison
Vice Preside
$0Pt VII · Sec A
$0Pt VII · Sec A
Nancy S Ronalter
Assistant Se
$0Pt VII · Sec A
$0Pt VII · Sec A
See Luke Garrison Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Grants fund organizations promoting science, nature, sports, and church access.

Questions for Luke Garrison Foundation

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Provided by the organization

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1 program · $40K · in their own filed words · FY2020
01

Provide support to organizations either that luke garrison helped during his life or that the directors of the foundation and its advisors believe he would want to assist if he were here today.

$40Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2025
James Family Foundation INCFY2025$25K
Total grants receivedfrom 1 funder$25K
Grants paid · 3 grants · $18K · 2022–2022
Special Forces AssociationNC · FY2022$6,500
Crossnore Communities for ChildrenNC · FY2022$5,800
High Country Caregiver FoundationNC · FY2022$5,600

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$208K
Ln 12
Gifts and grantsLn 1h$141K
Investment incomeLn 3$68K
Money outPt IX
$47K
Ln 25
Programscol B$40K
Managementcol C$7K
Owns and owesPt X
$834K
net assets · Ln 32
Cash and savingsLn 1–2$62K
Total assetsLn 16$834K
LiabilitiesLn 26$0
PeoplePt VI, VII
5
listed · VII A
PaidVII A0
Voting boardVI 1a5
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$141K
Noncash giftsLn 1g$123K
Investment incomeLn 3$68K
Gains on assetsLn 7−$17K
Total revenueLn 12$208K
Assets in detailPt X, end of year
CashLn 1$4K
SavingsLn 2$59K
Cash and savings togetherLn 1–2$62K
InvestmentsLn 11–13$772K
Total assetsLn 16$834K
LiabilitiesLn 26$0
Net assetsLn 32$834K
OperationsPt I, VI
EmployeesI 50
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$61K$62K
InvestmentsLn 11–13$611K$772K
Total assetsLn 16$672K$834K
LiabilitiesLn 26$0$0
Net assetsLn 32$672K$834K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$40K$40K
Investment management feesLn 11f$7K$7K
Other fees for servicesLn 11g$135$135
Total functional expensesLn 25$47K$40K$7K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $396K$82K$314K$1.6M 990 PDF
FY2024 $267K$83K$184K$1.3M 990 PDF
FY2023 $260K$61K$200K$1.1M 990 PDF
FY2022 −$955$56K−$57K$872K 990 PDF
FY2021 $144K$48K$96K$930K 990 PDF
FY2020 Viewing $208K$47K$162K$834K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $208,483 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $56,499$140,924
I-9 Program service revenue$0
I-10 Investment incomePrior year $85,847$67,559
I-11 Other revenue$0
I-12 Total revenuePrior year $142,346$208,483
I-13 Grants and similar amounts paidPrior year $33,520$40,000
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $3,520$6,725
I-18 Total expensesPrior year $37,040$46,725
I-19 Revenue less expensesPrior year $105,306$161,758
Part VI · Governance 0 of 5 board members independent, 4 to look at
VI-1a Voting members of the governing body5
VI-1b Independent voting members0
VI-2 Family or business relationship among officers or directorsYes
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-12a Written conflict of interest policyYes
Part VIII · Statement of revenue $208,483 across 6 lines filed
VIII-1f All other contributions, gifts and grants$140,924
VIII-1g Noncash contributions (included above)$122,678
VIII-1h Total contributions, gifts and grants$140,924
VIII-3 Investment incomeExcluded from tax $84,073$84,073
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$16,514−$16,514
VIII-12 Total revenueExcluded from tax $67,559$208,483
Part IX · Statement of functional expenses $46,725 across 3 lines filed
IX-1 Grants to domestic organizationsPrograms $40,000$40,000
IX-11f Investment management feesManagement $6,590$6,590
IX-11g Other fees for servicesManagement $135$135
IX-25 Total functional expensesPrograms $40,000 · Management $6,725 · Fundraising $0$46,725
Part X · Balance sheet $833,968 assets, 8 lines filed
X-1 Cash, non-interest-bearingStart of year $1,505$3,814
X-2 Savings and temporary cash investmentsStart of year $59,436$58,601
X-11 Publicly traded securitiesStart of year $611,269$771,553
X-16 Total assetsStart of year $672,210$833,968
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $672,210$833,968
X-32 Total net assets or fund balancesStart of year $672,210$833,968
X-33 Total liabilities and net assetsStart of year $672,210$833,968
Part XI · Reconciliation of net assets $833,968 net assets at year end
XI-1 Total revenue$208,483
XI-2 Total expenses$46,725
XI-3 Revenue less expenses$161,758
XI-4 Net assets at start of year$672,210
XI-10 Net assets at end of year$833,968

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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