COMMUNITY FOUNDATION SERVING WESTERN VIRGINIA: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOUNDATION SERVING WESTERN VIRGINIA (EIN 54-1959458)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-03-01
- IRS object ID
- 202230609349300603
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-03-01T07:26:32-06:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 540504608 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROWN EDWARDS & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 319 MCCLANAHAN STREET SW | AddressLine1Txt |
| City | ROANOKE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24014 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541959458 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOUNDATION SERVING WESTERN | BusinessNameLine1Txt |
| Business Name Line2 | VIRGINIA | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMM | BusinessNameControlTxt |
| Phone | 5409850204 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1159 | AddressLine1Txt |
| City | ROANOKE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24006 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALAN E RONK | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 5409850204 | PhoneNum |
| Signature | 2022-02-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALAN | PersonFirstNm |
| Person Last | RONK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MELISSA STANLEY | PreparerPersonNm |
| PTIN | P00720497 | PTIN |
| Phone | 5403450936 | PhoneNum |
| Preparation | 2022-02-28 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ALAN E RONK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1159 | AddressLine1Txt |
| City | ROANOKE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $18,564,519 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CFWESTERNVA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1988 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | THE ORGANIZATION PROVIDES LEADERSHIP, RESOURCES, AND INSPIRATION FOR PHILANTHROPY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 8 | TotalEmployeeCnt |
| Total Volunteers | 21 | TotalVolunteersCnt |
| Total Gross UBI | -$132,433 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,539,887 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,873,361 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $985,644 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,095,602 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,002,345 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,536,272 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $13,527,876 | PYTotalRevenueAmt |
| CY Total Revenue | $11,505,235 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,620,255 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,128,763 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $746,018 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $736,814 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $113,592 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,537,867 | PYOtherExpensesAmt |
| CY Other Expenses | $1,781,050 | CYOtherExpensesAmt |
| PY Total Expenses | $5,904,140 | PYTotalExpensesAmt |
| CY Total Expenses | $5,646,627 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $7,623,736 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,858,608 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $89,199,624 | TotalAssetsBOYAmt |
| Total Assets EOY | $118,319,076 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,752,398 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,583,520 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $85,447,226 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $113,735,556 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,128,763 | ExpenseAmt |
| Grant | $3,128,763 | GrantAmt |
| Desc | GRANT-MAKING AND CHARITABLE CONTRIBUTIONS AND ANNUITIES FOR COMMUNITY DEVELOPMENT. SEE SCHEDULE I FOR MORE DETAIL. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $342,128 | ExpenseAmt |
| Revenue | $1,095,602 | RevenueAmt |
| Desc | ADMINISTRATION OF FUNDS FOR GRANT-MAKING TO ENHANCE COMMUNITY DEVELOPMENT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,470,891 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 17 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 8 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALAN E RONK PRESIDENT CEO | PersonNm |
| Phone | 5409850204 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1159 | AddressLine1Txt |
| City | ROANOKE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24006 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| RICHARD BAILEY DVM | |||||||
| BOARD MEMBER - VICE CHAIR | 0.20 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LAUREN ELLERMAN | |||||||
| BOARD MEMBER - TREASURER | 0.20 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHN P BUDD JR CPA | |||||||
| BOARD MEMBER | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| FRANK CARTER | |||||||
| BOARD MEMBER | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| MIMI RAINERO COLES | |||||||
| BOARD MEMBER-CHAIR | 0.20 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ELAINE MILAN CRONK | |||||||
| BOARD MEMBER | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| COLLEEN M MARSTON | |||||||
| BOARD MEMBER | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| TAMMY M FINLEY | |||||||
| BOARD MEMBER | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| GEORGE A LEVICKI | |||||||
| BOARD MEMBER | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| JAMES W MCADEN | |||||||
| BOARD MEMBER | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| DEBORAH A OEHLSCHLAEGER | |||||||
| BOARD MEMBER | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| PHILIP TROMPETER | |||||||
| BOARD MEMBER | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| CLEO C SIMS | |||||||
| BOARD MEMBER | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| LEONARD WHEELER | |||||||
| BOARD MEMBER | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| FLORENCE WILLIAMS | |||||||
| BOARD MEMBER | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| RANDALL R RHEA MD | |||||||
| BOARD MEMBER | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| MARGIE B EASON | |||||||
| BOARD MEMBER | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| JAMES B FRITH JR | |||||||
| BOARD MEMBER | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN LANCASTER | |||||||
| BOARD MEMBER | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN W LEMON | |||||||
| BOARD MEMBER | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| ALAN E RONK | |||||||
| BOARD SECRETARY, PRESIDENT | 40.00 | Yes (X) | $165,000 | $0 | $17,473 | ||
| CARLY C OLIVER | |||||||
| CHIEF OPERATING OFFICER | 40.00 | $105,000 | $0 | $8,310 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $270,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $25,783 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $6,873,361 | AllOtherContributionsAmt |
| Noncash Contributions | $1,013,985 | NoncashContributionsAmt |
| Total Contributions | $6,873,361 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINITRATIVE FEE INCOME | Desc |
| Business | 523920 | BusinessCd |
| Total Revenue Column | $1,095,602 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,095,602 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,095,602 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $502,713 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$132,433 | UnrelatedBusinessRevenueAmt |
| Exclusion | $635,146 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,092,843 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,059,284 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,033,559 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,033,559 | TotalRevenueColumnAmt |
| Exclusion | $3,033,559 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,505,235 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,095,602 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$132,433 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,668,705 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,128,763 | TotalAmt |
| Program Services | $3,128,763 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $295,783 | TotalAmt |
| Program Services | $103,524 | ProgramServicesAmt |
| Management And General | $162,681 | ManagementAndGeneralAmt |
| Fundraising | $29,578 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $327,371 | TotalAmt |
| Program Services | $114,580 | ProgramServicesAmt |
| Management And General | $180,054 | ManagementAndGeneralAmt |
| Fundraising | $32,737 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,629 | TotalAmt |
| Program Services | $24,370 | ProgramServicesAmt |
| Management And General | $38,296 | ManagementAndGeneralAmt |
| Fundraising | $6,963 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,031 | TotalAmt |
| Program Services | $15,411 | ProgramServicesAmt |
| Management And General | $24,217 | ManagementAndGeneralAmt |
| Fundraising | $4,403 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,095,602 | TotalAmt |
| Management And General | $1,095,602 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,766 | TotalAmt |
| Program Services | $285 | ProgramServicesAmt |
| Management And General | $28,196 | ManagementAndGeneralAmt |
| Fundraising | $285 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $331,721 | TotalAmt |
| Management And General | $331,721 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,590 | TotalAmt |
| Program Services | $6,366 | ProgramServicesAmt |
| Fundraising | $11,224 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,941 | TotalAmt |
| Program Services | $5,497 | ProgramServicesAmt |
| Management And General | $12,149 | ManagementAndGeneralAmt |
| Fundraising | $2,295 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,803 | TotalAmt |
| Program Services | $29,607 | ProgramServicesAmt |
| Management And General | $54,737 | ManagementAndGeneralAmt |
| Fundraising | $8,459 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,649 | TotalAmt |
| Management And General | $105,649 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,058 | TotalAmt |
| Program Services | $370 | ProgramServicesAmt |
| Management And General | $582 | ManagementAndGeneralAmt |
| Fundraising | $106 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,898 | TotalAmt |
| Management And General | $5,898 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,106 | TotalAmt |
| Management And General | $13,106 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,408 | TotalAmt |
| Program Services | $549 | ProgramServicesAmt |
| Management And General | $8,702 | ManagementAndGeneralAmt |
| Fundraising | $157 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| ANNUITY PAYMENTS | $31,720 | $31,720 | ||
| COMMUNITY EVENTS | $20,105 | $9,849 | $10,256 | |
| MISCELLANEOUS | $13,164 | $7,129 | $6,035 | |
| BAD DEBT | -$5,481 | -$5,481 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,646,627 | TotalAmt |
| Program Services | $3,470,891 | ProgramServicesAmt |
| Management And General | $2,062,144 | ManagementAndGeneralAmt |
| Fundraising | $113,592 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,109,313 | BOYAmt |
| EOY | $1,678,225 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,735,710 | BOYAmt |
| EOY | $7,833,112 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $340,967 | BOYAmt |
| EOY | $248,756 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,227 | BOYAmt |
| EOY | $17,449 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $209,779 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $176,636 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,153 | BOYAmt |
| EOY | $33,143 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,026,177 | BOYAmt |
| EOY | $70,748,781 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,663,577 | BOYAmt |
| EOY | $37,572,854 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $268,500 | BOYAmt |
| EOY | $186,756 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,199,624 | BOYAmt |
| EOY | $118,319,076 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,677 | BOYAmt |
| EOY | $55,048 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $243,535 | BOYAmt |
| EOY | $167,250 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,448,186 | BOYAmt |
| EOY | $4,361,222 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,752,398 | BOYAmt |
| EOY | $4,583,520 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,024,815 | BOYAmt |
| EOY | $105,319,818 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,422,411 | BOYAmt |
| EOY | $8,415,738 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,447,226 | BOYAmt |
| EOY | $113,735,556 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,199,624 | BOYAmt |
| EOY | $118,319,076 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $5,858,608 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $22,429,722 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,091,739 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,206,236 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,595,060 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,539,887 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,873,361 | CurrentTaxYearAmt |
| Total | $33,306,283 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,091,739 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,206,236 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,595,060 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,539,887 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,873,361 | CurrentTaxYearAmt |
| Total | $33,306,283 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $14,948,461 | SubstantialContributorsTotAmt |
| Public Support Total170 | $18,357,822 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,440,895 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $500,119 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $650,618 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $657,453 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $502,713 | CurrentTaxYearAmt |
| Total | $3,751,798 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $843,587 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $961,728 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,159,166 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $985,644 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,095,602 | CurrentTaxYearAmt |
| Total | $5,045,727 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $42,103,808 | TotalSupportAmt |
| Public Support CY170 | 0.43600 | PublicSupportCY170Pct |
| Public Support PY170 | 0.43790 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 121 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 32 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $1,833,458 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $247,633 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $812,697 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $171,190 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $20,307,703 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $5,954,881 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $209,779 | OtherCostOrOtherBasisAmt |
| Depreciation | $176,636 | DepreciationAmt |
| Book Value | $33,143 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $33,143 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| LIMITED PARTNERSHIP INVESTMENTS | $35,733,613 | F |
| CORPORATE BONDS | $315,266 | F |
| CASH EQUIVALENTS AND ACCRUED INCOME | $1,523,975 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $37,572,854 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| AGENCY FUNDS | $4,200,162 |
| CHARITABLE GIFT ANNUITY PAYMENTS | $161,060 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,361,222 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $33,934,957 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $22,429,722 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $22,429,722 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,505,235 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $11,505,235 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,646,627 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,646,627 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,646,627 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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, 2021. 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. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| EUROPE | 0 | 0 | VARIOUS INDIRECT PARTNERSHIP INTERESTS | $4,855 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | VARIOUS INDIRECT PARTNERSHIP INTERESTS | $203,694 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $208,549 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $208,549 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (44 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS ROANOKE VALLEY CHAPTER | |||||||
| 352 CHURCH AVENUE | ROANOKE | VA | 24016 | 540538602 | 501(C)(3) | $12,200 | GENERAL SUPPORT |
| APPLE RIDGE FARM INC | |||||||
| 541 LUCK AVE STE 304 | ROANOKE | VA | 24016 | 541409250 | 501(C)(3) | $6,990 | GENERAL SUPPORT, CAMP SPONSORSHIPS |
| ARCH ROANOKE | |||||||
| 404 ELM AVE SW | ROANOKE | VA | 24016 | 237064477 | 501(C)(3) | $6,000 | GENERAL SUPPORT, BETHANY HALL, TRUST HOUSE |
| BLUE RIDGE ZOOLOGICAL SOCIETY OF VIRGINIA | |||||||
| P O BOX 13484 | ROANOKE | VA | 24034 | 541030634 | 501(C)(3) | $20,420 | GENERAL SUPPORT |
| BOY SCOUTS OF AMERICA BLUE RIDGE MOUNTAINS COUNCIL | |||||||
| PO BOX 7606 | ROANOKE | VA | 24019 | 540912706 | 501(C)(3) | $9,157 | GENERAL SUPPORT |
| BOYS & GIRLS CLUBS OF THE BLUE RIDGE | |||||||
| 311 E CHURCH ST | MARTINSVILLE | VA | 24112 | 263166453 | 501(C)(3) | $13,000 | GENERAL SUPPORT, PROJECT LEARN |
| BRADLEY FREE CLINIC | |||||||
| 1240 THIRD ST SW | ROANOKE | VA | 24016 | 237380491 | 501(C)(3) | $10,460 | GENERAL SUPPORT, HOPE INITIATIVE, BEHAVIORIAL HEALTH PROGRAM, DISASTER RELIEF |
| CHARITY LEAGUE OF MARTINSVILLE & HENRY CO | |||||||
| PO BOX 3613 | MARTINSVILLE | VA | 24115 | 510246455 | 501(C)(3) | $16,100 | GENERAL SUPPORT, SCHOLARSHIPS |
| CHILD HEALTH INVESTMENT PARTNERSHIP | |||||||
| 1201 3RD STREET SW | ROANOKE | VA | 24016 | 541566451 | 501(C)(3) | $13,540 | GENERAL SUPPORT |
| CHRIST EPISCOPAL CHURCH | |||||||
| 1101 FRANKLIN RD SW | ROANOKE | VA | 24016 | CHURCH | $22,020 | GENERAL SUPPORT | |
| CRAIG COUNTY PUBLIC SCHOOL | |||||||
| 6 ALLEGHANY CR | NEW CASTLE | VA | 24127 | $11,700 | COVID-19 FUNDS AND PLAYGROUND RELATED EDUCATION FUNDS | ||
| DISABILITY RIGHTS AND RESOURCES CENTER INC | |||||||
| 300 PELL AVE A | ROCKY MOUNT | VA | 24151 | 223141275 | 501(C)(3) | $7,330 | TO PURCHASE ASSISTIVE TECHNOLOGY EQUIPMENT TO CLIENTS IN FRANKLIN COUNTY AND CITY OF MARTINSVILLE |
| FEEDING AMERICA SOUTHWEST VIRGINIA | |||||||
| 1025 ELECTRIC ROAD | SALEM | VA | 24153 | 541939556 | 501(C)(3) | $16,450 | GENERAL SUPPORT |
| FIRST BAPTIST CHURCH OF MARTINSVILLE | |||||||
| 23 STARLING AVENUE | MARTINSVILLE | VA | 24114 | 540620875 | CHURCH | $50,000 | GENERAL SUPPORT |
| GRACE NETWORK OF MHC | |||||||
| PO BOX 3902 | MARTINSVILLE | VA | 24115 | 203111703 | 501(C)(3) | $7,000 | GENERAL SUPPORT |
| HABITAT FOR HUMANITY | |||||||
| 403 SALEM AVENUE | ROANOKE | VA | 24016 | 541375465 | 501(C)(3) | $8,800 | GENERAL SUPPORT |
| HEALING STRIDES OF VA | |||||||
| 672 NAFF ROAD | BOONES MILL | VA | 24065 | 541594325 | 501(C)(3) | $5,350 | GENERAL SUPPORT |
| JEFFERSON CENTER FOUNDATION | |||||||
| 541 LUCK AVE STE 221 | ROANOKE | VA | 24016 | 621392982 | 501(C)(3) | $5,030 | GENERAL SUPPORT, TO ATTRACT AND UNDERWRITE PERFORMANCES |
| LEAP FOR LOCAL FOOD | |||||||
| PO BOX 3249 | ROANOKE | VA | 24015 | 271050909 | 501(C)(3) | $44,130 | FOOD ACCESS MANAGER POSITION |
| MARTINSVILLE HENRY CNTY CHAMBERS PRTNRSHP FOR ECONOMIC GROWTH | |||||||
| P O BOX 709 | MARTINSVILLE | VA | 24112 | 540675121 | 501(C)(3) | $20,000 | GENERAL SUPPORT, LAKE LANIER AND ECONOMIC GROWTH |
| MARTINSVILLE-HENRY COUNTY FAMILY YMCA | |||||||
| 3 STARLING AVE | MARTINSVILLE | VA | 24112 | 501(C)(3) | $22,600 | GENERAL SUPPORT, LEARN TO SWIM PROGRAM | |
| NORTH CROSS SCHOOL | |||||||
| 4254 COLONIAL AVE | ROANOKE | VA | 24018 | 540699572 | 501(C)(3) | $9,200 | GENERAL SUPPORT |
| OAK LEVEL BAPTIST CHURCH | |||||||
| 7720 OAK LEVEL ROAD | BASSETT | VA | 24055 | 540949149 | 501(C)(3) | $6,000 | GENERAL SUPPORT |
| PATRICK HENRY COMMUNITY COLLEGE | |||||||
| PO BOX 5311 | MARTINSVILLE | VA | 24115 | 541268271 | 501(C)(3) | $23,400 | GENERAL SUPPORT, FORKLIFT SIMULATOR |
| PIEDMONT ARTS ASSOCIATION | |||||||
| 215 STARLING AVENUE | MARTINSVILLE | VA | 24112 | 510196237 | 501(C)(3) | $6,350 | GENERAL SUPPORT |
| RALEIGH COURT PRESBYTERIAN CHURCH | |||||||
| 1837 GRANDIN COURT | ROANOKE | VA | 24015 | 541395498 | CHURCH | $5,000 | GENERAL SUPPORT, HUNGER MISSION |
| ROANOKE AREA MINISTRIES | |||||||
| 824 CAMPBELL AVE | ROANOKE | VA | 24016 | 510198976 | 501(C)(3) | $7,910 | GENERAL SUPPORT, GOOD NEIGHBORS FUND |
| ROANOKE SYMPHONY ORCHESTRA | |||||||
| 541 LUCK AVENUE | ROANOKE | VA | 24016 | 546019736 | 501(C)(3) | $6,800 | GENERAL SUPPORT, REBECCA GOODWIN MEMORIAL FUND |
| ROANOKE VALLEY GREENWAY COMMISSION | |||||||
| 1206 KESSLER MILL RD | SALEM | VA | 24153 | 546001572 | 501(C)(3) | $5,000 | GENERAL SUPPORT |
| ROANOKE WOMENS FOUNDATION | |||||||
| PO BOX 8976 | ROANOKE | VA | 24014 | 320636004 | 501(C)(3) | $8,000 | GENERAL SUPPORT |
| SECOND PRESBYTERIAN CHURCH | |||||||
| 214 MOUNTAIN AVE SW | ROANOKE | VA | 24016 | 236393377 | CHURCH | $12,300 | GENERAL SUPPORT |
| SOUTHERN ENVIRONMENTAL LAW CENTER | |||||||
| 201 WEST MAIN STREET SUITE 14 | CHARLOTTESVILLE | VA | 22902 | 521436778 | 501(C)(3) | $10,000 | GENERAL SUPPORT |
| ST ANDREWS ROMAN CATHOLIC CHURCH | |||||||
| 631 N JEFFERSON STREET | ROANOKE | VA | 24016 | CHURCH | $14,000 | GENERAL SUPPORT | |
| ST JOHN'S EPISCOPAL CHURCH | |||||||
| PO BOX 257 | ROANOKE | VA | 24002 | 540506479 | CHURCH | $5,500 | GENERAL SUPPORT, COMMUUNITY YOUTH PROGRAM |
| TAUBMAN MUSEUM OF ART | |||||||
| 110 SALEM AVE | ROANOKE | VA | 24011 | 546026841 | 501(C)(3) | $10,670 | GENERAL SUPPORT |
| TRINITY ECUMENICAL PARISH | |||||||
| 40 LAKEMOUNT DRIVE | MONETA | VA | 24121 | 541450770 | 501(C)(3) | $6,000 | GENERAL SUPPORT |
| UNITED WAY OF HENRY COUNTY & MARTINSVILLE | |||||||
| PO BOX 951 | MARTINSVILLE | VA | 24114 | 540753318 | 501(C)(3) | $11,000 | GENERAL SUPPORT |
| UNITED WAY OF ROANOKE VALLEY INC | |||||||
| 325 CAMPBELL AVE | ROANOKE | VA | 24016 | 540535302 | 501(C)(3) | $25,480 | GENERAL SUPPORT, HEALTHY ROANOKE VALLEY PROGRAM |
| VIRGINIA MUSEUM OF TRANSPORTATION | |||||||
| 303 NORFOLK AVE SW | ROANOKE | VA | 24016 | 541027436 | 501(C)(3) | $5,500 | GENERAL SUPPORT |
| VIRGINIA TECH FOUNDATION INC | |||||||
| 902 PRICES FORK ROAD 0336 | BLACKSBURG | VA | 24061 | 540721690 | 501(C)(3) | $8,850 | GERMAN CLUB, FRALIN BIOMEDICAL RESEARCH INSTITIUTE, WVTF PUBLIC RADIO |
| VIRGINIA WESTERN COMMUNITY COLLEGE EDUCATIONAL FOUNDATION | |||||||
| 3093 COLONIAL AVE SW | ROANOKE | VA | 24015 | 521200913 | 501(C)(3) | $9,500 | GENERAL SUPPORT, SCHOLARSHIPS |
| WEST END CENTER | |||||||
| PO BOX 4562 | ROANOKE | VA | 24015 | 541150320 | 501(C)(3) | $10,950 | GENERAL SUPPORT |
| WESTERN VIRGINIA FOUNDATION FOR THE ARTS AND SCIENCES | |||||||
| 1 MARKET SQUARE SE | ROANOKE | VA | 24011 | 510238900 | 501(C)(3) | $14,550 | GENERAL SUPPORT |
| YMCA OF VIRGINIAS BLUE RIDGE | |||||||
| PO BOX 2130 | ROANOKE | VA | 24009 | 540515736 | 501(C)(3) | $5,900 | GENERAL SUPPORT AND CHILDCARE STAFF INCENTIVES |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | LARGER GRANTS TYPICALLY HAVE A GRANT AGREEMENT LETTER THAT SPELLS OUT THE GRANTEE'S RESPONSIBILITIES ON USE OF THE GRANT, AND INTERIM AND FINAL GRANT REPORTS ARE REQUIRED. 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALAN E RONK | PersonNm |
| Title | BOARD SECRETARY, PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $165,000 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $11,550 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $5,923 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $182,473 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 31 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,013,985 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV OF THE STOCK | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
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