2022-05-16T12:32:55-05:00 2021-12-31 541149263 YOUNT HYDE & BARBOUR PC PO BOX 2560 WINCHESTER VA 226041760 990 2021-01-01 541963011 SHENANDOAH COMMUNITY FOUNDATION SHEN 5404651444 PO BOX 350 STRASBURG VA 22657 MICHAEL FUNK PRESIDENT 5404651444 2022-05-13 1 MICHAEL FUNK 999009999 OLIVIA A HUTTON CPA P00964688 5406623417 2022-05-13 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X W MICHAEL FUNK PO BOX 350 STRASBURG VA 22657 1729413 0 X SHENANDOAHCOMMUNITYFOUNDATION.ORG X 1999 VA THE FOUNDATION PROMOTES LONG-TERM GIVING IN SHENANDOAH COUNTY AND SURROUNDING AREAS. 13 13 2 97 0 0 826264 1135791 0 0 369971 365020 446 186 1196681 1500997 381701 393421 0 0 31443 44090 0 0 0 20237 41503 433381 479014 763300 1021983 6463560 7937445 0 0 6463560 7937445 X THE MISSION OF THE SHENANDOAH COMMUNITY FOUNDATION IS TO PROMOTE PHILANTHROPY IN SHENANDOAH COUNTY AND SURROUNDING AREAS BY CONNECTING PEOPLE WHO CARE WITH CAUSES THAT MATTER. 0 0 73094 64918 COMMUNITY GRANTS PROGRAM - PROVIDES GRANTS TO NON-PROFIT ORGANIZATIONS THAT BENEFIT SHENANDOAH COUNTY AND ITS RESIDENTS. 2021 GRANT RECIPIENTS WERE:-BIG BROTHERS BIG SISTERS -BLUE RIDGE AREA FOOD BANK-BLUE RIDGE HABITAT FOR HUMANITY -BRAIN INJURY CONNECTIONS-COMMUNITY CARE & LEARNING CENTER -ENRICH PROGRAM-FAMILY PROMISE OF SHENANDOAH COUNTY -FERST READERS-FRIENDS OF THE NORTH FORK OF THE SHENANDOAH RIVER-GEMEINSCHAFT HOME -HEALTHY FAMILIES OF SHENANDOAH COUNTY-HUMANE SOCIETY OF SHENANDOAH COUNTY -IZAAK WALTON LEAGUE -RESPONSE -SHENANDOAH ALLIANCE FOR SHELTER-SHENANDOAH COUNTY LIBRARY -SHENANDOAH COUNTY SEARCH-SHENANDOAH EDUCATION FOUNDATION- DPIL -SHENANDOAH VALLEY LUTHERAN MINISTRIES-SHENANDOAH VALLEY TEEN CHALLENGE -SHEN-PACO-SPRING FORWARD 132810 124171 SCHOLARSHIP PROGRAMS PROVIDING COLLEGE AND OTHER POST-SECONDARY SCHOLARSHIPS TO SHENANDOAH COUNTY HIGH SCHOOL GRADUATES. IN 2021 SCHOLARSHIPS WERE AWARDED TO THE FOLLOWING FUNDS:-4-H DAIRY CLUB-HELENE ALBRIGHT-JESSE A. BOLSTRIDGE #55 MEMORIAL-BRIDGEBUILDER-CHS ALUMNI-CHS CLASS OF 1978-HARRY H. COMBS-JEREMY M. COOK-JOHN B. COPP-CURTIS WILLEY WARRIOR-BONNIE B. GOCHENOUR-ADAM GOODIER MEMORIAL MUSIC-LEROY J. AND ANNA LEE HENRY-COLTON T. LINDAMOOD-JASON A. LONG-MICHAEL MOREHEAD MEMORIAL-MARGE MOYERS MEMORIAL-OLIVER "BUTCH ORNDOFF SCOUTING-MILT AND MATTIE PENCE MEMORIAL-JESSICA PUMPHREY MEMORIAL-RUSSELL ADAMS FORT VALLEY-SHS CHRISTOPHER SAVILLE (JOSHUA 1:9)-SHENANDOAH SCHOLARS-SJHS ALUMNI-SJHS CLASS OF 1963-VIETNAM VETS-JOE WILLIAMS-ETHEL L. WISMAN-DONALD AND MARY WOMBLE 182687 176832 FUNDS PROVIDING GRANTS IN 2021 FOR PURPOSES OTHER THAN COMMUNITY GRANTS AND POST-SECONDARY SCHOOL SCHOLARSHIPS:-DONALD H. ALBRIGHT-ART GROUP-GORDON D. BOWMAN-BOWMAN-SHANNON CULTURAL ARTS-DSS-ORNDORFF-ENVIRONMENTAL CONSERVATION-F&M BANK COMMUNITY-WARREN & PATRICIA FRENCH-GARLAND-UHL-CURTIS GROVES-CHILDREN'S INITIATIVES-WILLIAM & EVELYN LAMBERT-LOGAN CHILDREN'S INITIATIVES FUND-HERB PARKER (3 FUNDS)-MILT & MATTIE PENCE CEMETERY-REGULUS-SHANNON-JOHN DUNCAN WILBURN 34402 27500 THE COVID-19 EMERGENCY FUND FOR SHENANDOAH COUNTY WAS ESTABLISHED IN 2020 TO PROVIDE GRANTS TO NON-PROFIT ORGANIZATIONS AND GOVERNMENTAL AGENCIES TO MEET COVID-19 RELATED NEEDS OF RESIDENTS IN SHENANDOAH COUNTY. 2021 COVID-19 GRANT RECIPIENTS WERE:-BAYSE-BRYCE MOUNTAIN LION'S CLUB-FAMILY PROMISE-SHENANDOAH ALLIANCE FOR SHELTER 34402 27500 422993 1 1 0 0 0 1 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 2 0 1 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 X X X W MICHAEL FUNK 5404651444 PO BOX 350 STRASBURG VA 22657 X MICHAEL FUNK PRESIDENT AND DIRECTOR 30.00 X X 0 0 0 DAVID FERGUSON VICE PRESIDENT AND DIRECTOR 8.00 X X 0 0 0 JEFFREY DALKE TREASURER AND DIRECTOR 15.00 X X 0 0 0 KATHERINE MORRISON SECRETARY AND DIRECTOR 8.00 X X 0 0 0 KEVIN FINKS ASSIS. TREASURER AND DIRECTOR 3.00 X X 0 0 0 SHARON BARONCELLI DIRECTOR 2.00 X 0 0 0 BEVERLY BUTTERFIELD DIRECTOR 2.00 X 0 0 0 MANDY BELYEA DIRECTOR 2.00 X 0 0 0 MICHAEL DORMAN DIRECTOR 2.00 X 0 0 0 KARL ROULSTON DIRECTOR 2.00 X 0 0 0 DENNIS DYSART DIRECTOR 2.00 X 0 0 0 JERRY GERMROTH DIRECTOR 2.00 X 0 0 0 BRANDON KELLER DIRECTOR 2.00 X 0 0 0 0 0 0 0 0 0 0 0 16400 1119391 228341 1135791 361584 361584 231852 228416 3436 3436 3436 0 16400 0 0 MISCELLANEOUS INCOME 900099 186 186 186 1500997 0 0 365206 269250 269250 124171 124171 40957 24574 16383 3133 1880 1253 8500 1725 6775 5484 5484 12955 12955 5525 5525 1929 1929 EDUCATION AND TRAINING 5000 1015 3985 DUES AND SUBSCRIPTIONS 1115 1115 MISCELLANEOUS 617 617 PROGRAM EXPENSE 378 378 479014 422993 56021 0 90840 584639 6372720 7352806 6463560 7937445 0 0 X 6463560 7937445 6463560 7937445 6463560 7937445 1021983 451902 0 X 0 1 X 0 0 X 363385 732416 363919 489090 1135791 3084601 363385 732416 363919 489090 1135791 3084601 739375 2345226 49265 69617 105682 191145 361584 777293 462 186 648 3862542 0.60720 0.70600 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13 15 611116 85919 152850 26166 1520922 932576 1 1 6359409 1155038 809779 393421 515 70439 7859851 5297340 793714 704904 381701 342 54506 6359409 4111455 622324 813946 199252 2459 48674 5297340 3808037 732705 -180446 206008 2072 40761 4111455 3127892 356955 508141 146494 2989 35468 3808037 1.00000 0 0 0 1952899 451902 451902 1500997 0 1500997 479014 0 479014 0 479014 PART V, LINE 4: THE FOUNDATION'S ENDOWMENT FUNDS SERVE VARIOUS PURPOSES. FOR EXAMPLE, SOME PROVIDE ANNUAL GRANTS TO SPECIFIED ORGANIZATIONS, SUCH AS THE FORT VALLEY COMMUNITY CENTER, THE FORT VALLEY MUSEUM, AND THE SHENANDOAH COUNTY LIBRARY ARCHIVES. OTHERS PROVIDE SCHOLARSHIPS TO GRADUATING SENIORS OF THE COUNTY'S HIGH SCHOOLS. THE UNRESTRICTED GRANTS FUND PROVIDES ANNUAL GRANTS TO VARIOUS ORGANIZATIONS FOR THE BENEFIT OF THE COUNTY AND ITS RESIDENTS. STILL OTHERS ARE INTENDED TO GROW REVENUES TO PROVIDE FUTURE FUNDING FOR THE FOUNDATION'S GRANT PROGRAMS AND ADMINISTRATIVE EXPENSES. 4-H GALLON OF MILK 16400 16400 0 16400 16400 1 BLUE RIDGE AREA FOOD BANK PO BOX 937 VERONA VA 24482 521202644 501(C)(3) 5500 0 FOOD FAMILY PROMISE 781 SPRING PARKWAY WOODSTOCK VA 22664 471024116 501(C)(3) 12500 0 HOUSING RESPONSE PO BOX 287 WOODSTOCK VA 22664 541132487 501(C)(3) 5450 0 SHELTER INTERNATIONAL ASSN OF LIONS CLUB - BAYSE-BRYCE MOUNTAIN LION'S CLUB PO BOX 59 BAYSE VA 22810 521366473 501(C)(3) 7500 0 VISION SCREENING EQUIPMENT BIG BROTHERS BIG SISTERS OF HARRISONBURG-ROCKINGHAM COUNTY 225 N HIGH STREET HARRISONBURG VA 22802 510209104 501(C)(3) 5200 0 MENTORING PROGRAM FRIEND OF THE NORTH FORK OF THE SHENANDOAH RIVER PO BOX 746 WOODSTOCK VA 22664 541457869 501(C)(3) 5100 0 ENVIRONMENTAL CONSERVATION SHENANDOAH ALLIANCE FOR SHELTER 135 S MAIN STREET WOODSTOCK VA 22664 541520502 501(C)(3) 17250 0 HOUSING & SHELTER SHENANDOAH COUNTY ANIMAL SHELTER 268 LANDFILL ROAD EDINBURG VA 22824 546001603 501(C)(3) 15150 0 ANIMAL WELFARE SHENANDOAH COUNTY PREGNANCY CTR 28 CEDARWOOD LANE EDINBURG VA 22824 541683029 501(C)(3) 10000 0 MEDICAL SHENANDOAH VALLEY MUSIC FESTIVAL PO BOX 528 WOODSTOCK VA 22664 546076656 501(C)(3) 100700 0 ARTS & CULTURE WOODSTOCK FIRE DEPARTMENT PO BOX 176 WOODSTOCK VA 22664 546133447 501(C)(3) 10200 0 PUBLIC SAFETY 11 SCHOLARSHIP PROGRAMS FOR SHENANDOAH COUNTY STUDENTS 58 124171 PART I, LINE 2: THE FOUNDATION MONITORS ITS SCHOLARSHIP GRANTS TO ENSURE THAT THEY ARE USED FOR PROPER PURPOSES AND NOT OTHERWISE DIVERTED FROM THEIR INTENDED USE. SCHOLARSHIP GRANTS BY THE FOUNDATION ARE PAID BY CHECK. IN MOST INSTANCES, THE PAYEE IS EITHER A PUBLIC HIGH SCHOOL IN THE COUNTY OR AN EDUCATIONAL INSTITUTION THAT THE SCHOLARSHIP RECIPIENT WILL BE ATTENDING. IN ONE PROGRAM WHERE THE RECIPIENTS ARE CHOSEN BY THE HIGH SCHOOLS AND THE CHECKS ARE PAYABLE TO THE RECIPIENTS, THE FOUNDATION ADVISES THE RECIPIENTS IN WRITING OF THE POTENTIAL CONSEQUENCES IF THE GRANTS ARE NOT USED FOR TAX-EXEMPT EDUCATIONAL PURPOSES. THE FOUNDATION MONITORS THE GRANTS TO ORGANIZATIONS AND GOVERNMENTAL ENTITIES TO ENSURE THAT THEY ARE USED FOR PROPER PURPOSES AND NOT OTHERWISE DIVERTED FROM THEIR INTENDED USE AS FOLLOWS: (1) GRANTS MADE BY THE FOUNDATION ARE PAID BY CHECK IN THE NAME OF THE GRANTEE. (2) IN THE CASE OF A GRANT MADE FOR A SPECIFIC PURPOSE, A GRANTEE ORGANIZATION ALSO AGREES TO INFORM THE FOUNDATION AFTER THE GRANT IS EXPENDED FOR THAT PURPOSE. (3) IN THE CASE OF A GRANT MADE FOR A SPECIFIC PURPOSE, A GRANTEE ORGANIZATION ALSO AGREES TO INFORM THE FOUNDATION BEFORE THE GRANT IS EXPENDED FOR ANOTHER PURPOSE. (4) THROUGH THEIR COMMUNITY INVOLVEMENT AND CONTACT WITH THE GRANTEES, THE DIRECTORS AND STAFF OF THE FOUNDATION, AS WELL AS THE DONORS TO THE FOUNDATION'S RESTRICTED FUNDS, OFTEN HAVE INDIRECT KNOWLEDGE REGARDING THE EXPENDITURE OF GRANTS. PART III, LINE 1 (B) THIS NUMBER IS CALCULATED BASED ON THE FOUNDATION'S FINANCIAL RECORDS OF SCHOLARSHIP CHECKS AWARDED IN 2021 AND THE NAMES OF THE SCHOLARSHIP RECIPIENTS. X 2 228341 FAIR MARKET VALUE 0 0 1 PART I, LINE 32B: STOCK DONATIONS ARE SENT DIRECTLY TO A BROKER WHO PROCESSES THE SALE. FORM 990, PART VI, SECTION A, LINE 1A PURSUANT TO ITS BY-LAWS, THE FOUNDATION HAS ESTABLISHED AN EXECUTIVE COMMITTEE. THE MEMBERS OF THIS COMMITTEE ARE THE FOUNDATION'S PRESIDENT, VICE PRESIDENT, TREASURER AND SECRETARY, ALL OF WHO ARE DIRECTORS OF THE FOUNDATION. THE COMMITTEE PERFORMS ADMINISTRATIVE FUNCTIONS OF THE FOUNDATION AND IMPLEMENTS BOARD DIRECTIONS. AMONG OTHER THINGS, THE EXECUTIVE COMMITTEE IS AUTHORIZED TO FUNCTION IN PLACE OF THE BOARD BETWEEN MEETINGS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 IS PROVIDED TO THE FOUNDATION'S GOVERNING BODY FOR REVIEW BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY AS FOLLOWS: DIRECTORS AND OFFICERS ARE ASKED TO SIGN CONFLICT OF INTEREST FORMS, AND ARE EXPECTED TO PROVIDE UPDATED DISCLOSURES ANNUALLY OR MORE FREQUENTLY AS APPROPRIATE. MOREOVER, THE FAMILY AND BUSINESS CONNECTIONS OF THE DIRECTORS AND OFFICERS ARE GENERALLY KNOWN IN THE FOUNDATION'S SMALL, RURAL COMMUNITY. AT PRESENT, THE FOUNDATION HAS A LIMITED NUMBER OF VENDOR RELATIONSHIPS AND ITS GRANTS ARE AWARDED DIRECTLY TO NON-PROFIT ORGANIZATIONS OR TO A DIVERSE GROUP OF SCHOLARSHIP RECIPIENTS. DIRECTORS ARE EXPECTED TO RECUSE THEMSELVES FROM BOARD DECISIONS THAT PRESENT A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.