2023-04-18T08:30:08-05:00 2022-06-30 540504608 BROWN EDWARDS & COMPANY LLP 3906 ELECTRIC ROAD ROANOKE VA 24018 990 2021-07-01 541959458 COMMUNITY FOUNDATION SERVING WESTERN VIRGINIA COMM 5409850204 PO BOX 1159 ROANOKE VA 24006 ALAN E RONK PRESIDENT & CEO 5409850204 2023-04-10 1 ALAN RONK XXX-XX-XXXX PATRICK PITTMAN P00587461 5403450936 2023-04-10 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z ALAN E RONK PO BOX 1159 ROANOKE VA 24006 12225680 0 X WWW.CFWESTERNVA.ORG X 1988 VA THE ORGANIZATION PROVIDES LEADERSHIP, RESOURCES, AND INSPIRATION FOR PHILANTHROPY. 21 21 10 22 -133632 0 6873361 3012227 1095602 1255695 3536272 7957758 0 0 11505235 12225680 3128763 4250056 0 0 736814 773970 0 0 113967 1781050 1978535 5646627 7002561 5858608 5223119 118319076 100299802 4583520 3907859 113735556 96391943 X COMMUNITY FOUNDATION SERVING WESTERN VIRGINIA PROVIDES LEADERSHIP,RESOURCES, AND INSPIRATION FOR PHILANTHROPY IN THE COMMUNITIES IT SERVES. TO FULFILL THE FOUNDATION'S MISSION, IT: ENABLES DONORS TO CARRY OUT THEIR CHARITABLE INTENT THROUGH ENDOWMENT FUNDS; PROVIDES RESPONSIBLE STEWARDSHIP FOR ENTRUSTED FUNDS; MAKES CREATIVE GRANTS FOR CURRENT AND FUTURE COMMUNITY NEEDS AND OPPORTUNITIES; OFFERS COMPREHENSIVE SERVICES TO ENCOURAGE AND ADVANCE EFFECTIVE PHILANTHROPY; PROMOTES AND PARTICIPATES IN COLLABORATIVE EFFORTS TO SHAPE A HEALTHY, CARING COMMUNITY. 0 0 4250056 4250056 GRANT-MAKING AND CHARITABLE CONTRIBUTIONS AND ANNUITIES FOR COMMUNITY DEVELOPMENT. SEE SCHEDULE I FOR MORE DETAIL. 343215 1255695 ADMINISTRATION OF FUNDS FOR GRANT-MAKING TO ENHANCE COMMUNITY DEVELOPMENT. 4593271 1 1 0 0 0 1 0 0 0 0 1 1 0 0 1 1 1 0 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 16 0 1 10 1 0 0 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 VA X X ALAN E RONK PRESIDENT CEO 5409850204 PO BOX 1159 ROANOKE VA 24006 RICHARD BAILEY DVM BOARD MEMBER - VICE CHAIR 0.20 X X 0 0 0 LAUREN ELLERMAN BOARD MEMBER - TREASURER 0.20 X X 0 0 0 SHERRY W DAVIDSON BOARD MEMBER 0.20 X 0 0 0 RICK JAMES BOARD MEMBER 0.20 X 0 0 0 MIMI RAINERO COLES BOARD MEMBER-CHAIR 0.20 X X 0 0 0 ELAINE MILAN CRONK BOARD MEMBER 0.20 X 0 0 0 COLLEEN M MARSTON BOARD MEMBER 0.20 X 0 0 0 TAMMY M FINLEY BOARD MEMBER 0.20 X 0 0 0 GEORGE A LEVICKI BOARD MEMBER 0.20 X 0 0 0 SAMUEL ROMAN JR BOARD MEMBER 0.20 X 0 0 0 NADRA L SCOTT BOARD MEMBER 0.20 X 0 0 0 PHILIP TROMPETER BOARD MEMBER 0.20 X 0 0 0 LUTHERIA H SMITH BOARD MEMBER 0.20 X 0 0 0 VERLETTA WHITE BOARD MEMBER 0.20 X 0 0 0 FLORENCE WILLIAMS BOARD MEMBER 0.20 X 0 0 0 RANDALL R RHEA MD BOARD MEMBER 0.20 X 0 0 0 MARGIE B EASON BOARD MEMBER 0.20 X 0 0 0 JAMES B FRITH JR BOARD MEMBER 0.20 X 0 0 0 SUSAN LANCASTER BOARD MEMBER 0.20 X 0 0 0 STEPHEN W LEMON BOARD MEMBER 0.20 X 0 0 0 ALAN E RONK BOARD SECRETARY, PRESIDENT 40.00 X 173250 0 16535 CARLY C OLIVER CHIEF OPERATING OFFICER 40.00 X 111825 0 8834 285075 0 25369 2 0 1 0 0 3012227 2366573 3012227 ADMINITRATIVE FEE INCOME 523920 1255695 1255695 1255695 754072 -133632 887704 7203686 0 7203686 7203686 7203686 12225680 1255695 -133632 8091390 4250056 4250056 310443 108655 170744 31044 345784 121024 190181 34579 71709 25098 39440 7171 46034 16112 25319 4603 1255695 1255695 29725 1155 27415 1155 389007 389007 23460 6469 16991 20599 5734 12516 2349 81972 25450 49251 7271 108183 108183 3363 1177 1850 336 8874 8874 14697 14697 9679 644 8851 184 ANNUITY PAYMENTS 30697 30697 MISCELLANEOUS 10123 3979 6144 COMMUNITY EVENTS 3140 1000 2140 BAD DEBT -10679 -10679 7002561 4593271 2295323 113967 1678225 1791686 7833112 2390507 248756 168559 17449 52699 238404 191333 33143 47071 70748781 55902055 37572854 39947225 186756 0 118319076 100299802 55048 47385 167250 56750 4361222 3803724 4583520 3907859 X 105319818 93725301 8415738 2666642 113735556 96391943 118319076 100299802 5223119 -22566732 0 X X 0 1 X 1 0 X 6206236 7595060 10539887 6873361 3012227 34226771 6206236 7595060 10539887 6873361 3012227 34226771 15521077 18705694 500119 650618 657453 502713 754072 3064975 961728 1159166 985644 1095602 1255695 5457835 42749581 0.43760 0.43600 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 117 31 2083101 189505 1243120 83275 18837712 1905035 1 1 238404 191333 47071 47071 LIMITED PARTNERSHIP INVESTMENTS 30819176 F CORPORATE BONDS 141489 F CASH EQUIVALENTS AND ACCRUED INCOME 8986560 F 39947225 AGENCY FUNDS 3675119 CHARITABLE GIFT ANNUITY PAYMENTS 128605 3803724 X -8804428 -21030108 -21030108 12225680 0 12225680 7002561 0 7002561 0 7002561 PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND THE TAX STATUTES OF THE COMMONWEALTH OF VIRGINIA; ACCORDINGLY, THE ACCOMPANYING FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION OR LIABILITY FOR FEDERAL AND STATE INCOME TAXES. THE FOUNDATION HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF JUNE 30, 2022. THE FOUNDATION IS NOT CATEGORIZED AS A PRIVATE FOUNDATION AND HAS NO UNRELATED BUSINESS INCOME SUBJECT TO FEDERAL OR STATE INCOME TAX UNDER SECTION 511 OF THE IRC. EUROPE 0 0 VARIOUS INDIRECT PARTNERSHIP INTERESTS 7359 CENTRAL AMERICA AND THE CARIBBEAN 0 0 VARIOUS INDIRECT PARTNERSHIP INTERESTS 482860 0 0 0 0 0 0 490219 0 490219 1 0 0 0 0 0 PART III ACCOUNTING METHOD: 0 ADULT CARE CENTER OF ROANOKE VALLEY 2321 ROANOKE BLVD SALEM VA 241536456 541235000 501(C)(3) 41503 0 HUMAN SERVICES AMERICAN CANCER SOCIETY INC 2840 ELECTRIC ROAD ROANOKE VA 24018 131788491 501(C)(3) 15000 0 HUMAN SERVICES AMERICAN LEPROSY MISSIONS PO BOX 5002 HAGERSTOWN MD 217415002 135562163 501(C)(3) 6510 0 HEALTH AMERICAN RED CROSS ROANOKE VALLEY CHAPTER 352 CHURCH AVE SW ROANOKE VA 240165098 530196605 501(C)(3) 17700 0 HUMAN SERVICES AMERICAN SOCIETY FOR TECHNION 8311 AQUEDUCT ROAD ROCKVILLE MD 20854 130434195 501(C)(3) 5050 0 EDUCATION APPLE RIDGE FARM INC PO BOX 13463 ROANOKE VA 24034 541409250 501(C)(3) 12815 0 HUMAN SERVICES ARCH ROANOKE 404 ELM AVE ROANOKE VA 24016 237064477 501(C)(3) 11580 0 HUMAN SERVICES BACK CREEK ELEMENTARY SCHOOL 7130 BENT MOUNTAIN ROAD ROANOKE VA 24018 SCHOOL 10000 0 HUMAN SERVICES BEDFORD CHRISTIAN MINISTRIES 217 WEST WASHINGTON STREET BEDFORD VA 24523 521414405 CHURCH 9500 0 HUMAN SERVICES BEDFORD COMMUNITY CHRISTMAS STATION INC P O BOX 1353 BEDFORD VA 24523 421710753 501(C)(3) 102000 0 RELIGION RELATED BEGIN FOUNDATION INC P O BOX 2444 ROANOKE VA 24010 825176468 501(C)(3) 20000 0 EDUCATION BLUE RIDGE LAND CONSERVANCY THE LEMON HOUSE ROANOKE VA 24016 310496895 501(C)(3) 21370 0 ENVIRONMENT & ANIMALS BOTETOURT COUNTY COUNTY ADMINISTRATION DALEVILLE VA 24083 501(C)(3) 50000 0 HUMAN SERVICES BOTETOURT RESOURCE CENTER PO BOX 153 BUCHANAN VA 24066 465054516 501(C)(3) 35000 0 HUMAN SERVICES BOY SCOUTS OF AMERICA BLUE RIDGE MOUNTAINS COUNCIL P O BOX 7606 ROANOKE VA 240190606 540912706 501(C)(3) 9447 0 HUMAN SERVICES BOYS & GIRLS CLUBS OF SOUTHWEST VIRGINIA 1714 9TH STREET SE ROANOKE VA 24013 541867366 501(C)(3) 42000 0 HUMAN SERVICES BRADLEY FREE CLINIC 1240 3RD STREET SW ROANOKE VA 240164612 237380491 501(C)(3) 152716 0 HEALTH CARDINAL PRODUCTIONS INC P O BOX 4455 ROANOKE VA 24015 871532828 501(C)(3) 51920 0 PUBLIC, SOCIETAL BENEFIT CARILION CLINIC FOUNDATION PO BOX 12187 ROANOKE VA 24023 541190773 501(C)(3) 10000 0 HEALTH CARLISLE SCHOOL PO BOX 5388 MARTINSVILLE VA 24115 540841622 501(C)(3) 50000 0 EDUCATION CENTER IN THE SQUARE 1 MARKET SQUARE SE ROANOKE VA 24011 510238900 501(C)(3) 32512 0 ARTS, CULTURE & HUMANITIES CHARITY LEAGUE OF MARTINSVILLE & HENRY COUNTY PO BOX 3613 MARTINSVILLE VA 241153613 510246455 501(C)(3) 28570 0 PUBLIC, SOCIETAL BENEFIT CHILD HEALTH INVESTMENT PARTNERSHIP OF ROANOKE VALLEY 1201 3RD STREET SW ROANOKE VA 24016 541566451 501(C)(3) 12314 0 HEALTH CHILDREN'S TRUST ROANOKE VALLEY 4519 BRAMBLETON AVE STE 100 ROANOKE VA 24018 510235891 501(C)(3) 11500 0 HUMAN SERVICES CHRISTENDOM COLLEGE 134 CHRISTENDOM DRIVE FRONT ROYAL VA 22630 541031437 501(C)(3) 14667 0 EDUCATION CHRIST EPISCOPAL CHURCH 1101 FRANKLIN ROAD ROANOKE VA 24016 CHURCH 14167 0 RELIGION RELATED CITY OF SALEM VIRGINIA 110 UNION STREET SALEM VA 24153 501(C)(3) 50000 0 HUMAN SERVICES COVENANT PRESBYTERIAN CHURCH 1831 DEYERLE ROAD SW ROANOKE VA 24018 CHURCH 25000 0 RELIGION RELATED DAN RIVER BASIN ASSOCIATION PO BOX 7 COLLINSVILLE VA 24078 562275695 501(C)(3) 13840 0 ENVIRONMENT & ANIMALS DEPAUL COMMUNITY RESOURCES 5650 HOLLINS ROAD ROANOKE VA 24019 541108079 501(C)(3) 9040 0 HUMAN SERVICES DISABILITY RIGHTS AND RESOURCE CENTER INC 300 PELL AVE STE B ROCKY MOUNT VA 241511182 464717917 501(C)(3) 7000 0 HEALTH ENCIRCLE 2609 MCVITTY ROAD ROANOKE VA 240183513 541222012 501(C)(3) 9250 0 EDUCATION FAMILY PROMISE OF GREATER ROANOKE 37 EAST CLAY STREET SALEM VA 24153 541868833 501(C)(3) 17190 0 HUMAN SERVICES FAMILY SERVICE OF ROANOKE VALLEY 360 CAMPBELL AVE SW ROANOKE VA 24016 540505946 501(C)(3) 47301 0 HUMAN SERVICES FEEDING SOUTHWEST VIRGINIA 1025 ELECTRIC ROAD SALEM VA 241536437 541939556 501(C)(3) 41050 0 HUMAN SERVICES FIRST BAPTIST CHURCH OF MARTINSVILLE 23 STARLING AVE MARTINSVILLE VA 241122921 540620875 CHURCH 50000 0 RELIGION RELATED FLOYD COUNTY VOLUNTEER FIRE DEPARTMENT - 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SITE VISITS ARE ALSO CONDUCTED PERIODICALLY BY STAFF. MORE MODEST GRANTS MAY NOT USE A GRANT AGREEMENT LETTER, BUT ARE STILL MONITORED VIA SITE VISITS AND A FINAL GRANT REPORT. X 0 0 0 0 0 0 0 0 0 ALAN E RONK BOARD SECRETARY, PRESIDENT 173250 0 0 0 0 0 12128 0 4407 0 189785 0 0 0 PART I, LINE 3 THE PRESIDENT & CEO IS REVIEWED ANNUALLY BY THE BOARD CHAIR. THE BOARD CHAIR REPORTS RESULTS TO THE MANAGEMENT AND PERSONNEL COMMITTEE, WHICH DECIDE THE ANNUAL COMPENSATION PERCENTAGE INCREASE, IF APPLICABLE. THE MANAGEMENT AND PERSONNEL COMMITTEE CHAIR MAKE THE RECOMMENDATION TO THE FULL BOARD FOR APPROVAL AT A BOARD OF GOVERNORS MEETING. X 19 2366573 FMV OF THE STOCK 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PRESENTED TO THE BOARD OF GOVERNORS MEETING FOR REVIEW BEFORE FILING WITH THE IRS. COPIES ARE DISTRIBUTED AT THE MEETING TO THE ATTENDING BOARD MEMBERS. COPIES ARE SUBSEQUENTLY MAILED TO ALL BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR, EVERY STAFF AND BOARD MEMBER MUST COMPLETE AND SIGN A DISCLOSURE FORM STATING: PURSUANT TO THE FOUNDATION'S CONFLICT OF INTEREST POLICY, I AM DISCLOSING THE FOLLOWING AFFILIATIONS (INCLUDING THOSE OF MY IMMEDIATE FAMILY) WITH ANY PUBLIC CHARITABLE, EDUCATIONAL,OR OTHER ORGANIZATION ELIGIBLE FOR FOUNDATION GRANTS. FOR ANY ORGANIZATION LISTED BELOW, I UNDERSTAND THAT MY DUTIES AT THE FOUNDATION WILL EXCLUDE VOTING ON ANY GRANT OR OTHER ACTIVITY THAT MAY INVOLVE THE FOUNDATION AND SUCH ORGANIZATIONS. AFFILIATIONS DESCRIBED INCLUDE, WITHOUT LIMITATION, THOSE ARISING IN CONNECTION WITH A POSITION AS TRUSTEE, DIRECTOR, OR OTHER MEMBER OF A GOVERNING BOARD, OFFICER OR EMPLOYEE FOR ANY SUCH ORGANIZATION. EXCLUDED FROM THIS LISTING IS ANY AFFILIATION ARISING SOLELY OUT OF PAYMENT OF DUES FOR MEMBERSHIP OR OTHER MINIMAL CONTRIBUTIONS OF CASH OR PROPERTY. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT & CEO REVIEWS EACH EMPLOYEE ANNUALLY AND REPORTS TO THE MANAGEMENT AND PERSONNEL COMMITTEE, WHICH DECIDE THE ANNUAL COMPENSATION PERCENTAGE INCREASE, IF APPLICABLE. THE MANAGEMENT AND PERSONNEL COMMITTEE CHAIR MAKE THE RECOMMENDATION TO THE FULL BOARD FOR APPROVAL AT A BOARD OF GOVERNORS MEETING. THE PRESIDENT & CEO IS REVIEWED ANNUALLY BY THE BOARD CHAIR. THE BOARD CHAIR REPORTS RESULTS TO THE MANAGEMENT AND PERSONNEL COMMITTEE, WHICH DECIDE THE ANNUAL COMPENSATION PERCENTAGE INCREASE, IF APPLICABLE. THE MANAGEMENT AND PERSONNEL COMMITTEE CHAIR MAKE THE RECOMMENDATION TO THE FULL BOARD FOR APPROVAL AT A BOARD OF GOVERNORS MEETING. FORM 990, PART VI, SECTION C, LINE 19 THE POLICIES ARE AVAILABLE UPON INSPECTION AT THE OFFICE. FINANCIAL STATEMENTS ARE AVAILABLE ON THE WEBSITE. PART XII, LINE 2C THE PROCESS OF FINANCIAL STATEMENT REVIEW AND OVERSIGHT HAS NOT CHANGED FROM THE PRIOR YEAR.