COMMUNITY FOUNDATION SERVING WESTERN VIRGINIA: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
COMMUNITY FOUNDATION SERVING WESTERN VIRGINIA (EIN 54-1959458)
Tax period
2019-07-01 to 2020-06-30
Filed
2021-02-11
IRS object ID
202100429349301175
Schema version
2019v5.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-02-11T15:15:26-06:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN540504608PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BROWN EDWARDS & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1319 MCCLANAHAN STREET SWAddressLine1Txt
CityROANOKECityNm
State AbbreviationVAStateAbbreviationCd
ZIP24014ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN541959458EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1COMMUNITY FOUNDATION SERVING WESTERNBusinessNameLine1Txt
Business Name Line2VIRGINIABusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCOMMBusinessNameControlTxt
Phone5409850204PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1159AddressLine1Txt
CityROANOKECityNm
State AbbreviationVAStateAbbreviationCd
ZIP24006ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonALAN E RONKPersonNm
Person TitlePRESIDENT & CEOPersonTitleTxt
Phone5409850204PhoneNum
Signature2021-02-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMELISSA STANLEYPreparerPersonNm
PTINP00720497PTIN
Phone5403450936PhoneNum
Preparation2021-02-02PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerALAN E RONKPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1159AddressLine1Txt
CityROANOKECityNm
State AbbreviationVAStateAbbreviationCd
ZIP24006ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$19,884,324GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.CFWESTERNVA.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1988FormationYr
Legal Domicile StateVALegalDomicileStateCd
Activity Or MissionTHE ORGANIZATION PROVIDES LEADERSHIP, RESOURCES, AND INSPIRATION FOR PHILANTHROPY.ActivityOrMissionDesc
Voting Members Governing Body20VotingMembersGoverningBodyCnt
Voting Members Independent20VotingMembersIndependentCnt
Total Employee8TotalEmployeeCnt
Total Volunteers21TotalVolunteersCnt
Total Gross UBI-$104,258TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$108,060NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$7,595,060PYContributionsGrantsAmt
CY Contributions Grants$10,539,887CYContributionsGrantsAmt
PY Program Service Revenue$887,095PYProgramServiceRevenueAmt
CY Program Service Revenue$985,644CYProgramServiceRevenueAmt
PY Investment Income$3,360,638PYInvestmentIncomeAmt
CY Investment Income$2,002,345CYInvestmentIncomeAmt
PY Other Revenue$272,071PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$12,114,864PYTotalRevenueAmt
CY Total Revenue$13,527,876CYTotalRevenueAmt
PY Grants And Similar Paid$3,239,304PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$3,620,255CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$666,679PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$746,018CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$118,559CYTotalFundraisingExpenseAmt
PY Other Expenses$1,598,861PYOtherExpensesAmt
CY Other Expenses$1,537,867CYOtherExpensesAmt
PY Total Expenses$5,504,844PYTotalExpensesAmt
CY Total Expenses$5,904,140CYTotalExpensesAmt
PY Revenues Less Expenses$6,610,020PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$7,623,736CYRevenuesLessExpensesAmt
Total Assets BOY$80,478,291TotalAssetsBOYAmt
Total Assets EOY$89,199,624TotalAssetsEOYAmt
Total Liabilities BOY$3,528,070TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,752,398TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$76,950,221NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$85,447,226NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionCOMMUNITY 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 Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$3,620,255ExpenseAmt
Grant$3,620,255GrantAmt
DescGRANT-MAKING AND CHARITABLE CONTRIBUTIONS AND ANNUITIES FOR COMMUNITY DEVELOPMENT. SEE SCHEDULE I FOR MORE DETAIL.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$334,389ExpenseAmt
Revenue$985,644RevenueAmt
DescADMINISTRATION OF FUNDS FOR GRANT-MAKING TO ENHANCE COMMUNITY DEVELOPMENT.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$3,954,644TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document19IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee8EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members20GoverningBodyVotingMembersCnt
Independent Voting Member20IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local ChaptersYes (1)LocalChaptersInd
Policies Reference ChaptersYes (1)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonALAN E RONK PRESIDENT CEOPersonNm
Phone5409850204PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1159AddressLine1Txt
CityROANOKECityNm
State AbbreviationVAStateAbbreviationCd
ZIP24006ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
RICHARD BAILEY DVM
BOARD MEMBER - TREASURER0.20Yes (X)Yes (X)$0$0$0
CYNTHIA M SHELOR
BOARD MEMBER - CHAIR0.20Yes (X)Yes (X)$0$0$0
JOHN P BUDD JR CPA
BOARD MEMBER0.20Yes (X)$0$0$0
FRANK CARTER
BOARD MEMBER0.20Yes (X)$0$0$0
MIMI RAINERO COLES
BOARD MEMBER-VICE CHAIR0.20Yes (X)Yes (X)$0$0$0
NANCY V DYE MD
BOARD MEMBER0.20Yes (X)$0$0$0
WILLIAM D ELLIOTT
BOARD MEMBER0.20Yes (X)$0$0$0
TAMMY M FINLEY
BOARD MEMBER0.20Yes (X)$0$0$0
GEORGE A LEVICKI
BOARD MEMBER0.20Yes (X)$0$0$0
JAMES W MCADEN
BOARD MEMBER0.20Yes (X)$0$0$0
DEBORAH A OEHLSCHLAEGER
BOARD MEMBER0.20Yes (X)$0$0$0
PHILIP TROMPETER
BOARD MEMBER0.20Yes (X)$0$0$0
CLEO C SIMS
BOARD MEMBER0.20Yes (X)$0$0$0
LEONARD WHEELER
BOARD MEMBER0.20Yes (X)$0$0$0
LAUREN ELLERMAN
BOARD MEMBER0.20Yes (X)$0$0$0
RANDALL R RHEA MD
BOARD MEMBER0.20Yes (X)$0$0$0
MARGIE B EASON
BOARD MEMBER0.20Yes (X)$0$0$0
JAMES B FRITH JR
BOARD MEMBER0.20Yes (X)$0$0$0
SUSAN LANCASTER
BOARD MEMBER0.20Yes (X)$0$0$0
STEPHEN W LEMON
BOARD MEMBER0.20Yes (X)$0$0$0
ALAN E RONK
BOARD SECRETARY, PRESIDENT & CEO40.00Yes (X)$165,000$0$17,822
CARLY C OLIVER
CHIEF OPERATING OFFICER40.00$105,000$0$8,268Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$270,000TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$26,090TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$10,539,887AllOtherContributionsAmt
Noncash Contributions$733,694NoncashContributionsAmt
Total Contributions$10,539,887TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescADMINITRATIVE FEE INCOMEDesc
Business523920BusinessCd
Total Revenue Column$985,644TotalRevenueColumnAmt
Related Or Exempt Func Income$985,644RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$985,644TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$657,453TotalRevenueColumnAmt
Unrelated Business Revenue-$104,258UnrelatedBusinessRevenueAmt
Exclusion$761,711ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$7,701,340SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$6,356,448SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,344,892SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,344,892TotalRevenueColumnAmt
Exclusion$1,344,892ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$13,527,876TotalRevenueColumnAmt
Related Or Exempt Func Income$985,644RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$104,258UnrelatedBusinessRevenueAmt
Exclusion$2,106,603ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$3,620,255TotalAmt
Program Services$3,620,255ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$296,091TotalAmt
Program Services$103,632ProgramServicesAmt
Management And General$162,850ManagementAndGeneralAmt
Fundraising$29,609FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$322,946TotalAmt
Program Services$113,031ProgramServicesAmt
Management And General$177,620ManagementAndGeneralAmt
Fundraising$32,295FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$83,433TotalAmt
Program Services$29,202ProgramServicesAmt
Management And General$45,888ManagementAndGeneralAmt
Fundraising$8,343FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$43,548TotalAmt
Program Services$15,242ProgramServicesAmt
Management And General$23,951ManagementAndGeneralAmt
Fundraising$4,355FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$955,874TotalAmt
Management And General$955,874ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$33,455TotalAmt
Program Services$250ProgramServicesAmt
Management And General$32,955ManagementAndGeneralAmt
Fundraising$250FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$255,046TotalAmt
Management And General$255,046ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$24,272TotalAmt
Program Services$7,391ProgramServicesAmt
Fundraising$16,881FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$21,358TotalAmt
Program Services$6,427ProgramServicesAmt
Management And General$11,769ManagementAndGeneralAmt
Fundraising$3,162FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$50,633TotalAmt
Program Services$15,277ProgramServicesAmt
Management And General$30,991ManagementAndGeneralAmt
Fundraising$4,365FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$105,649TotalAmt
Management And General$105,649ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$3,160TotalAmt
Program Services$1,106ProgramServicesAmt
Management And General$1,738ManagementAndGeneralAmt
Fundraising$316FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$9,524TotalAmt
Management And General$9,524ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$20,003TotalAmt
Management And General$20,003ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$9,295TotalAmt
Program Services$512ProgramServicesAmt
Management And General$8,637ManagementAndGeneralAmt
Fundraising$146FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
ANNUITY PAYMENTS$30,617$30,617
COMMUNITY EVENTS$25,362$11,702$13,660
MISCELLANEOUS$12,111$5,177$6,934
BAD DEBT-$18,492-$18,492

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$5,904,140TotalAmt
Program Services$3,954,644ProgramServicesAmt
Management And General$1,830,937ManagementAndGeneralAmt
Fundraising$118,559FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,056,069BOYAmt
EOY$1,109,313EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$7,623,831BOYAmt
EOY$7,735,710EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$388,260BOYAmt
EOY$340,967EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$17,043BOYAmt
EOY$17,227EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$201,684LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$163,531LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$46,560BOYAmt
EOY$38,153EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$42,451,647BOYAmt
EOY$51,026,177EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$28,894,881BOYAmt
EOY$28,663,577EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$268,500EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$80,478,291BOYAmt
EOY$89,199,624EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$52,294BOYAmt
EOY$60,677EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$103,330BOYAmt
EOY$243,535EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,372,446BOYAmt
EOY$3,448,186EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,528,070BOYAmt
EOY$3,752,398EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$68,855,060BOYAmt
EOY$77,024,815EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$8,095,161BOYAmt
EOY$8,422,411EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$76,950,221BOYAmt
EOY$85,447,226EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$80,478,291BOYAmt
EOY$89,199,624EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$7,623,736ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$873,267NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$2OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,276,479CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,091,739CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,206,236CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,595,060CurrentTaxYearMinus1YearAmt
Current Tax Year$10,539,887CurrentTaxYearAmt
Total$28,709,401TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,276,479CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,091,739CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,206,236CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,595,060CurrentTaxYearMinus1YearAmt
Current Tax Year$10,539,887CurrentTaxYearAmt
Total$28,709,401TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$11,898,092SubstantialContributorsTotAmt
Public Support Total170$16,811,309PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,643,706CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,440,895CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$500,119CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$650,618CurrentTaxYearMinus1YearAmt
Current Tax Year$657,453CurrentTaxYearAmt
Total$4,892,791TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$836,500CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$843,587CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$961,728CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,159,166CurrentTaxYearMinus1YearAmt
Current Tax Year$985,644CurrentTaxYearAmt
Total$4,786,625TotalAmt
FieldValueIRS element (for citing)
Total Support$38,388,817TotalSupportAmt
Public Support CY1700.43790PublicSupportCY170Pct
Public Support PY1700.51720PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held118DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held33FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$1,167,817DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$144,170FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$1,043,929DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$188,550FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$14,857,250DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$5,586,269FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$201,684OtherCostOrOtherBasisAmt
Depreciation$163,531DepreciationAmt
Book Value$38,153BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$38,153TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
LIMITED PARTNERSHIP INVESTMENTS$24,421,278F
CORPORATE BONDS$260,696F
CASH EQUIVALENTS AND ACCRUED INCOME$3,981,603F
FieldValueIRS element (for citing)
Total Book Value Securities$28,663,577TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
AGENCY FUNDS$3,282,374
CHARITABLE GIFT ANNUITY PAYMENTS$165,812
FieldValueIRS element (for citing)
Total Liability$3,448,186TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$14,401,143TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$873,267NetUnrealizedGainsInvstAmt
Revenue Not Reported$873,267RevenueNotReportedAmt
Revenue Subtotal$13,527,876RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$13,527,876TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$5,904,140TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$5,904,140ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$5,904,140TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE 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, 2020. 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 (4 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
VARIOUS00VARIOUS INDIRECT PARTNERSHIP INTERESTS$17,114
EUROPE00VARIOUS INDIRECT PARTNERSHIP INTERESTS$124,866
SOUTH AMERICA00VARIOUS INDIRECT PARTNERSHIP INTERESTS$30,576
CENTRAL AMERICA AND THE CARIBBEAN00VARIOUS INDIRECT PARTNERSHIP INTERESTS$4,826
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$177,382SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$177,382TotalSpentAmt
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART III ACCOUNTING METHOD:FormAndLineReferenceDesc

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (147 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
3G MINISTRIES
635 FAIRMONT DRIVEFAIRMONT DRIVEVA24055814009561501(C)(3)$10,000FOOD INSECURITY PROJECT
ADULT CARE CENTER OF ROANOKE VALLEY INC
2321 ROANOKE BLVDSALEMVA24153541235000501(C)(3)$33,423GENERAL SUPPORT, DISASTER RELIEF, SUE NUTTER SCHOLARSHIP
AMERICAN RED CROSS ROANOKE VALLEY CHAPTER
352 CHURCH AVENUEROANOKEVA24016540538602501(C)(3)$13,200GENERAL SUPPORT
APPLE RIDGE FARM INC
541 LUCK AVE STE 304ROANOKEVA24016541409250501(C)(3)$8,050GENERAL SUPPORT, CAMP SPONSORSHIPS
ARCH ROANOKE
404 ELM AVE SWROANOKEVA24016237064477501(C)(3)$16,250GENERAL SUPPORT, BETHANY HALL, TRUST HOUSE, DISASTER RELIEF
BEDFORD COMMUNITY CHRISTMAS STATION INC
P O BOX 1353BEDFORDVA24523421710753501(C)(3)$40,000GENERAL SUPPORT
BEGIN FOUNDATION INC
P O BOX 2444ROANOKEVA24010825176468501(C)(3)$20,000GENERAL SUPPORT
BIG BROTHERS BIG SISTERS OF SOUTHWEST VIRGINIA
124 WELLS AVE NWROANOKEVA24016540837136501(C)(3)$12,294GENERAL SUPPORT
BLUE RIDGE LAND CONSERVANCY
722 FIRST ST SW SUITE LROANOKEVA24016310496895501(C)(3)$17,770GENERAL SUPPORT
BLUE RIDGE ZOOLOGICAL SOCIETY OF VIRGINIA
P O BOX 13484ROANOKEVA24034541030634501(C)(3)$24,193GENERAL SUPPORT, DISASTER RELIEF, ADDITIONAL SPACE AND ENCLOSURES
BOTETOURT RESOURCE CENTER
PO BOX 153BUCHANANVA24066540718859501(C)(3)$30,000TO SUPPORT THE ELDERLY
BOY SCOUTS OF AMERICA BLUE RIDGE MOUNTAINS COUNCIL
PO BOX 7606ROANOKEVA24019540912706501(C)(3)$9,647GENERAL SUPPORT, CATAWBA DISTRICT, ROANOKE HOUSING AUTHORITY PROJECTS, SCOUTREACH PROGRAM
BOYS & GIRLS CLUBS OF SOUTHWEST VIRGINIA
1714 9TH ST SEROANOKEVA24013541867366501(C)(3)$97,629GENERAL SUPPORT, TAKEOUT HUNGER
BOYS & GIRLS CLUBS OF THE BLUE RIDGE
311 E CHURCH STMARTINSVILLEVA24112263166453501(C)(3)$16,000GENERAL SUPPORT, PROJECT LEARN
BRADLEY FREE CLINIC
1240 THIRD ST SWROANOKEVA24016237380491501(C)(3)$46,118GENERAL SUPPORT, HOPE INITIATIVE, BEHAVIORIAL HEALTH PROGRAM, DISASTER RELIEF
BRIDGEWATER COLLEGE
402 EAST COLLEGE STREETBRIDGEWATERVA22812540506306501(C)(3)$10,000SCHOLARSHIPS
CARILION CLINIC FOUNDATION
P O BOX 12187ROANOKEVA24023541190773501(C)(3)$6,350GENERAL SUPPORT, CHILDRENS MIRACLE NETWORK
CARILION MEDICAL CENTER
101 ELM ST SWROANOKEVA24013540506332501(C)(3)$82,334HOSPICE, FALLON PARK ELEMENTARY SCHOOL PROJECT
CHARITY LEAGUE OF MARTINSVILLE & HENRY CO
PO BOX 3613MARTINSVILLEVA24115510246455501(C)(3)$15,100GENERAL SUPPORT, SCHOLARSHIPS
CHECK ELEMENTARY SCHOOL
6810 FLOYD HIGHWAYCOPPER HILLVA24079547401840501(C)(3)$19,500DESKS AND CHAIRS FOR CLASSROOMS
CHILD HEALTH INVESTMENT PARTNERSHIP
1201 3RD STREET SWROANOKEVA24016541566451501(C)(3)$11,700GENERAL SUPPORT, TO PURCHASE BOOKS
CHILDREN'S ASSISTIVE TECHNOLOGY SERVICE
P O BOX 121UNION HALLVA24176464866068501(C)(3)$12,070GENERAL SUPPORT
CHILDREN'S TRUST ROANOKE VALLEY
541 LUCK AVE SUITE 308ROANOKEVA24016510235891501(C)(3)$40,700GENERAL SUPPORT, CASA, ROANOKE VALLEY TRAUMA INFORMED NETWORK, FACILITY DOG'S EXPENSES, DISASTER RELIEF
CHRISTENDOM COLLEGE
134 CHRISTENDOM DRIVEFRONT ROYALVA22630541031437501(C)(3)$13,103GENERAL SUPPORT
COMMONWEALTH CATHOLIC CHARITIES
1601 ROLLING HILLS DRIVERICHMONDVA23229540505877501(C)(3)$71,000FOR REFUGEE SETTLEMENT, TO ADDRESS GENDER BARRIERS IN REFUGEE COMMUNITY
COVENANT PRESBYTERIAN CHURCH
1831 DEYERLE RD SWROANOKEVA24018501(C)(3)$8,000GENERAL SUPPORT, ORGAN FUND
DEPAUL COMMUNITY RESOURCES
5650 HOLLINS RDROANOKEVA24019541108079501(C)(3)$44,000THERAPY AND CLINICAL SERVICES, VAN FOR OPTIONS PROGRAM
DISASTER RELIEF FOOD MINISTRY INC
4545 SALEM HWYSTUARTVA24171462224715501(C)(3)$5,000DISASTER RELIEF
EAST TENNESSEE STATE UNIVERSITY
PO BOX 70732JOHNSON CITYTN37614501(C)(3)$6,000SCHOLARSHIPS
EASTER SEALS UCP NORTH CAROLINA AND VIRGINIA
201 EAST MAIN STREETSALEMVA24153560670676501(C)(3)$5,340GENERAL SUPPORT, SCHOLARSHIPS
EMORY AND HENRY COLLEGE
PO BOX 947EMORYVA24327540505892501(C)(3)$33,400SCHOLARSHIPS
FAITH NETWORK OF FRANKLIN COUNTY
PO BOX 121ROCKY MOUNTVA24151821495385501(C)(3)$10,000DISASTER RELIEF
FAMILY PROMISE OF GREATER ROANOKE
37 EAST CLAY STREETSALEMVA24153541868833501(C)(3)$11,550GENERAL SUPPORT, CASE MANAGEMENT FOR HOMELESS FAMILIES
FAMILY SERVICE OF ROANOKE VALLEY
360 CAMPBELL AVE SWROANOKEVA24016540505946501(C)(3)$5,117GENERAL SUPPORT
FEEDING AMERICA SOUTHWEST VIRGINIA
1025 ELECTRIC ROADSALEMVA24153541939556501(C)(3)$20,190GENERAL SUPPORT, DISASTER RELIEF
FERRUM COLLEGE
PO BOX 1000FERRUMVA24088540506457501(C)(3)$35,600SCHOLARSHIPS, BLUE RIDGE INSTITUTE
FIRST BAPTIST CHURCH OF MARTINSVILLE
23 STARLING AVENUEMARTINSVILLEVA24114540620875CHURCH$49,000GENERAL SUPPORT
FLOYD COMMUNITY CENTER FOR THE ARTS INC
220 PARKWAY LANE SUITE 1FLOYDVA24091541750001501(C)(3)$15,000WOOD FLOORING FOR THE COMMUNITY ROOM
FLOYD COUNTY VOLUNTEER FIRE DEPARTMENT - STATION 3
1710 KINGS STORE ROADCHECKVA24072510214464501(C)(3)$6,100THERMAL IMAGING CAMERA
FOUNDATION FOR REHABILITATION EQUIPMENT & ENDOWMENT (FREE)
P O BOX 8873ROANOKEVA24014541934695501(C)(3)$31,700SUPPORT FOR THE ELDERLY, DISASTER RELIEF
FRANKLIN COUNTY HUMANE SOCIETY
18401 VIRGIL H GOODE HIGHWAYROCKY MOUNTVA24151521256009501(C)(3)$21,437GENERAL SUPPORT, NEW HEAT PUMP, SPAY AND NEUTER SURGERIES, VACCINATIONS, DISASTER RELIEF
FRANKLIN COUNTY YMCA
PO BOX 720ROCKY MOUNTVA24151541740065501(C)(3)$10,000SWIM INSTRUCTOR WAGES, DISASTER RELIEF
FREE CLINIC OF FRANKLIN COUNTY
PO BOX 764ROCKY MOUNTVA24151541634138501(C)(3)$35,680MEDICATIONS, DISASTER RELIEF
FRIENDS OF INFINITY ACRES RANCH
136 JOPPA RDRIDGEWAYVA24148472390562501(C)(3)$12,145PURCHASE UTV FOR THEIR FACILITY
GEORGETOWN UNIVERSITY
G19 HEALY HALL BOX 571252WASHINGTONDC20057501(C)(3)$6,450SCHOLARSHIPS
GIRL SCOUTS OF VIRGINIA SKYLINE COUNCIL
3663 PETERS CREEK RDROANOKEVA24019540737207501(C)(3)$33,605GENERAL SUPPORT, SCHOLARSHIPS, MOBILE STEM CENTER
GLENVAR HIGH SCHOOL
4549 MALUS DRIVESALEMVA24153546001576501(C)(3)$10,000HIGH SCHOOL OR MIDDLE SCHOOL FOOTBALL PROGRAMS
GOOD SAMARITAN HOSPICE INC
2408 ELECTRIC RD SWROANOKEVA24018541608259501(C)(3)$29,600GENERAL SUPPORT, MEDICATION SECURITY DEVICES
GOUCHER COLLEGE
1021 DULANEY VALLEY RDBALTIMOREMD21204520591613501(C)(3)$5,835GENERAL SUPPORT
GRACE NETWORK OF MHC
PO BOX 3902MARTINSVILLEVA24115203111703501(C)(3)$24,380GENERAL SUPPORT, HEALTH AND HYGIENE OF AT-RISK FAMILIES, DISASTER RELIEF, FEEDING HOPE
HABITAT FOR HUMANITY
403 SALEM AVENUEROANOKEVA24016541375465501(C)(3)$7,000GENERAL SUPPORT
HAMPDEN-SYDNEY COLLEGE
PO BOX 637HAMPDENSYDNEYVA23943540505906501(C)(3)$10,000SCHOLARSHIPS
HEALING STRIDES OF VA
PO BOX 456BOONES MILLVA24065541594325501(C)(3)$12,750GENERAL SUPPORT, DISASTER RELIEF
HERITAGE FOUNDATION
214 MASSACHUSETTS AVE NEWASHINGTONDC20002237327730501(C)(3)$6,000GENERAL SUPPORT
HILLSDALE COLLEGE
33 EAST COLLEGE STREETHILLSDALEMI49242381374230501(C)(3)$6,500GENERAL SUPPORT
HISTORICAL SOCIETY OF WESTERN VIRGINIA
PO BOX 1904ROANOKEVA24008540718794501(C)(3)$8,890GENERAL SUPPORT, CHILDREN'S PROGRAMS, PUBLICATIONS, UPKEEP OF CRYSTAL SPRING PUMPING STATION, PHOTOGRAPHY EXHIBIT
HOLLINS UNIVERSITY
P O BOX 9658ROANOKEVA24020540506314501(C)(3)$12,375GENERAL SUPPORT
HOPE TO WALK
PO BOX 1313BLACKSBURGVA24062473345678501(C)(3)$5,000GENERAL SUPPORT
HOPETREE FAMILY SERVICES
PO BOX 849SALEMVA24153540515739501(C)(3)$7,760GENERAL SUPPORT, PURCHASE OF COMMUNICATION SYSTEM
JAMES MADISON UNIVERSITY
220 UNIVERSITY BLVD MSC 3603HARRISONBURGVA22807237156305501(C)(3)$25,970SCHOLARSHIPS
JAMES RIVER HIGH SCHOOL
9906 SPRINGWOOD ROADBUCHANANVA24066501(C)(3)$50,000SPECIFIED MUSIC AND ARTS PROGRAMS AT JAMES RIVER HIGH SCHOOL
JEFFERSON CENTER FOUNDATION
541 LUCK AVENUE SUITE 221ROANOKEVA24016621392982501(C)(3)$6,808GENERAL SUPPORT, JAZZ PERFORMANCES
KAZIM SHRINERS
628 WEST CAMPBELL AVE SWROANOKEVA24016540123357501(C)(3)$10,000SHRINER'S CHILDREN'S HOSPITAL IN GREENVILLE, SC
KIDS SOAR
305 MOUNTAIN AVE SWROANOKEVA24016010583325501(C)(3)$11,250GENERAL SUPPORT, SCHOLARSHIPS, DISASTER RELIEF
KIWANIS FOUNDATION OF ROANOKE
1515 FRANKLIN RDROANOKEVA24016546038865501(C)(3)$5,500GENERAL SUPPORT, CENTENNIAL PLAYGROUND
LAKE CHRISTIAN MINISTRIES
PO BOX 695MONETAVA24121542034650501(C)(3)$5,500GENERAL SUPPORT
LEAP FOR LOCAL FOOD
PO BOX 3249ROANOKEVA24015271050909501(C)(3)$25,640GENERAL SUPPORT, SENIOR INCENTIVE PROGRAM, DISASTER RELIEF
LEGAL AID SOCIETY OF ROANOKE VALLEY
132 CAMPBELL AVE SW 200ROANOKEVA24011540856327501(C)(3)$32,440GENERAL SUPPORT, VICTIM SERVICES
LENOIR-RHYNE UNIVERSITY
625 7TH AVENUE NEHICKORYNC28601560556753501(C)(3)$8,000SCHOLARSHIPS
LIBERTY UNIVERSITY
1971 UNIVERSITY BLVDLYNCHBURGVA24501540946734501(C)(3)$32,650SCHOLARSHIPS
LOCAL OFFICE ON AGING
PO BOX 14205ROANOKEVA24038540916248501(C)(3)$105,140GROWING TOGETHER FORWARD, MEALS ON WHEELS, DISASTER RELIEF, RESPITE PROGRAMS
LONGWOOD UNIVERSITY
201 HIGH STREETFARMVILLEVA23909546001788501(C)(3)$17,850SCHOLARSHIPS
LUTHERAN FAMILY SERVICES OF VA INC
2609 MCVITTY ROADROANOKEVA24018541222012501(C)(3)$8,970GENERAL SUPPORT, MINNICK EDUCATION CENTER
MARC WORKSHOP INC
PO BOX 3749MARTINSVILLEVA24115540848363501(C)(3)$9,760DISASTER RELIEF, VAN, DAY SUPPORT PROGRAM, PURCHASE AED
MARTINSVILLE HENRY CNTY CHAMBERS PRTNRSHP FOR ECONOMIC GROWTH
P O BOX 709MARTINSVILLEVA24112540675121501(C)(3)$5,000GENERAL SUPPORT
MARTINSVILLE-HENRY COUNTY FAMILY YMCA
3 STARLING AVEMARTINSVILLEVA24112540839746501(C)(3)$33,300GENERAL SUPPORT, NEW BUS, SCHOLARSHIPS, LEARN TO SWIM PROGRAM, DISASTER RELIEF
MCLEOD FAMILY FOUNDATION
418 FIRST STREETROANOKEVA24011270365906501(C)(3)$6,240IPADS FOR THE ACADEMY
MILITARY FAMILY SUPPORT CENTER INC
1215 MCNEIL DRIVE SWROANOKEVA24015202821271501(C)(3)$6,000GENERAL SUPPORT
MILL MOUNTAIN THEATRE
1 MARKET SQUARE SEROANOKEVA24011540792067501(C)(3)$10,450GENERAL SUPPORT
MOUNT OLIVE PRIMITIVE BAPTIST CHURCH
3106 RED ROCK RD SWROANOKEVA24015541425259CHURCH$7,000GENERAL SUPPORT
MOUNTAIN VALLEY HOSPICE & PALLIATIVE CARE
18981 JEB STUART DRSTUARTVA24171561346589501(C)(3)$30,000GENERAL SUPPORT
MPANZI EMPOWERING WOMEN AND GIRLS INC
2302 WUTHERING RDLUTHERVILLE TIMONIUMMD21093473805607501(C)(3)$5,000GENERAL SUPPORT
NATURE CONSERVANCY (THE)
4245 NORTH FAIRFAX DRIVEARLINGTONVA22203530242652501(C)(3)$13,603GENERAL SUPPORT
NORTH CROSS SCHOOL
4254 COLONIAL AVEROANOKEVA24018540699572501(C)(3)$55,230GENERAL SUPPORT
OAK LEVEL BAPTIST CHURCH
7720 OAK LEVEL ROADBASSETTVA24055540949149501(C)(3)$5,000GENERAL SUPPORT
OPERA ROANOKE
20 EAST CHURCH AVEROANOKEVA24011510213334501(C)(3)$13,600GENERAL SUPPORT, DESIRE OF THE SOUL
ORCHARD HILLS ACHIEVEMENT CENTER
6032 CLOVERDALE RDROANOKEVA24019465015120501(C)(3)$12,810GENERAL SUPPORT, DISASTER RELIEF
PATRICK HENRY COMMUNITY COLLEGE
PO BOX 5311MARTINSVILLEVA24115541268271501(C)(3)$9,500SCHOLARSHIPS
PIEDMONT ARTS ASSOCIATION
215 STARLING AVENUEMARTINSVILLEVA24112510196237501(C)(3)$12,500GENERAL SUPPORT
PIEDMONT VIRGINIA DENTAL HEALTH FOUNDATION
P O BOX 591MARTINSVILLEVA24114201468244501(C)(3)$22,700GENERAL SUPPORT, DENTAL CLINIC
PLANNED PARENTHOOD SOUTH ATLANTIC - ROANOKE
2207 PETERS CREEK ROADROANOKEVA24017561282557501(C)(3)$12,100GENERAL SUPPORT
RADFORD UNIVERSITY
PO BOX 6922RADFORDVA24142237219782501(C)(3)$22,100SCHOLARSHIPS
RADFORD UNIVERSITY CARILION
101 ELM AVE SEROANOKEVA24013501(C)(3)$7,800SCHOLARSHIPS
RALEIGH COURT PRESBYTERIAN CHURCH
1837 GRANDIN COURTROANOKEVA24015541395498CHURCH$8,517GENERAL SUPPORT, HUNGER MISSION
RENOVATION ALLIANCE
PO BOX 4532ROANOKEVA24015541961045501(C)(3)$65,000ROOF REPAIRS AND REPLACMENTS
RESCUE MISSION OF ROANOKE
PO BOX 11525ROANOKEVA24022540573900501(C)(3)$17,540GENERAL SUPPORT, DISASTER RELIEF
ROANOKE AREA MINISTRIES
824 CAMPBELL AVEROANOKEVA24016510198976501(C)(3)$12,520GENERAL SUPPORT, GOOD NEIGHBORS FUND, DISASTER RELIEF
ROANOKE BALLET THEATRE
1318 GRANDIN ROAD SWROANOKEVA24015510244936501(C)(3)$10,500GENERAL SUPPORT, DISASTER RELIEF
ROANOKE CATHOLIC SCHOOL
621 NORTH JEFFERSON STREETROANOKEVA24016540840219501(C)(3)$6,143GENERAL SUPPORT
ROANOKE COLLEGE
221 COLLEGE LANESALEMVA24153540505945501(C)(3)$19,976SCHOLARSHIPS, GENERAL SUPPORT, FINTEL LIBRARY
ROANOKE COUNTY
5204 BERNARD DRIVEROANOKEVA29800541474023501(C)(3)$50,000REGIONAL WAYFINDING PROJECT
ROANOKE SYMPHONY ORCHESTRA
541 LUCK AVENUEROANOKEVA24016546019736501(C)(3)$7,240GENERAL SUPPORT, REBECCA GOODWIN MEMORIAL FUND
ROANOKE VALLEY GREENWAY COMMISSION
1206 KESSLER MILL RDSALEMVA24153546001572501(C)(3)$5,000GENERAL SUPPORT
ROANOKE VALLEY SPCA
1340 BALDWIN AVE NEROANOKEVA24012540679796501(C)(3)$152,277GENERAL SUPPORT, BUILDING REPAIRS, DISASTER RELIEF
SAINT FRANCIS SERVICE DOGS
8232 ENON DRROANOKEVA24019541806879501(C)(3)$7,130GENERAL SUPPORT, SERVICE DOG SUPPORT TO PEOPLE OVER AGE 60
SAINT MARY'S COLLEGE
LE MANS HALL 149 ST MARY S COLLEGENOTRE DAMEIN46556501(C)(3)$7,000SCHOLARSHIPS
SALEM MINISTERS CONFERENCE COMMUNITY FOOD PANTRY
POBOX 288SALEMVA24153541641990501(C)(3)$20,883GENERAL SUPPORT, SNACK BUDDIES AND FOOD, CRIB MINISTRY, DISASTER RELIEF
SALEM MUSEUM AND HISTORICAL SOCIETY
801 E MAIN STSALEMVA24153541088887501(C)(3)$102,750GENERAL SUPPORT
SCIENCE MUSEUM OF WESTERN VIRGINIA
ONE MARKET SQUARE SE SUITE 4ROANOKEVA24011541023953501(C)(3)$27,350GENERAL SUPPORT, SUPPORT FOR LAB, DISASTER RELIEF
SECOND PRESBYTERIAN CHURCH
214 MOUNTAIN AVE SWROANOKEVA24016236393377CHURCH$10,700GENERAL SUPPORT
SEXUAL ASSAULT RESPONSE & AWARENESS INC
3034 BRAMBLETON AVE SWROANOKEVA24015275494784501(C)(3)$9,800GENERAL SUPPORT, SUPPORT FOR HOSTED CONFERENCE
SML GOOD NEIGHBORS INC
60 HARBOUR COURTMONETAVA24121261274000501(C)(3)$30,600GENERAL SUPPORT, EDUCATIONAL SUPPORT FOR LOW-INCOME FAMILIES
SPECIAL OLYMPICS VIRGINIA - SOUTHWEST REGION
1100-B SOUTH MAIN STREETBLACKSBURGVA24060541013637501(C)(3)$5,000PROGRAMMING IN LOCAL SCHOOLS
ST ANDREWS ROMAN CATHOLIC CHURCH
631 N JEFFERSON STREETROANOKEVA24016CHURCH$17,017GENERAL SUPPORT
ST JOHN'S EPISCOPAL CHURCH
PO BOX 257ROANOKEVA24002540506479CHURCH$11,100GENERAL SUPPORT, COMMUUNITY YOUTH PROGRAM, DISASTER RELIEF
STEPPING STONE MISSION OF FRANKLIN COUNTY
PO BOX 141ROCKY MOUNTVA24151203075565501(C)(3)$5,000DISASTER RELIEF
SUSAN G KOMEN VIRGINIA BLUE RIDGE
4910 VALLEY VIEW BLVD SUITE 212ROANOKEVA24012562619425501(C)(3)$22,000GENERAL SUPPORT
SVH SERVICES
1009 FIRST STREET SWROANOKEVA24016540524904501(C)(3)$16,220SUPPLIES, DISASTER RELIEF, KATIE'S PLACE, BLUE RIDGE AUTISM & ACHIEVEMENT CENTER
TACKFULLY TEAMED RIDING ACADEMY INC
7975 HENRY RDHENRYVA24102651201947501(C)(3)$5,100GENERAL SUPPORT, STABLE STEPS PROGRAM
TAUBMAN MUSEUM OF ART
110 SALEM AVEROANOKEVA24011546026841501(C)(3)$16,000GENERAL SUPPORT, DISASTER RELIEF
THE FLOYD COUNTY HISTORICAL SOCIETY
P O BOX 292FLOYDVA24091300275088501(C)(3)$12,000FLOYD COUNTY COURTHOUSE RECORDS PRESERVATION PROJECT
THE HOSPITAL AUXILIARY OF MARTINSVILLE & HENRY CO IN
PO BOX 4788MARTINSVILLEVA24115546060220501(C)(3)$7,500HOSPICE CARE FUND
THE LYRIC COUNCIL INC
PO BOX 665BLACKSBURGVA24063541725250501(C)(3)$8,350GENERAL SUPPORT
THE SALVATION ARMY ROANOKE CORPS
724 DALE AVE SEROANOKEVA24013580660607501(C)(3)$6,855GENERAL SUPPORT, TURNING POINT
TOTAL ACTION FOR PROGRESS
PO BOX 2868ROANOKEVA24001546057095501(C)(3)$6,620GENERAL SUPPORT, SUPERHERO KIDS, DISASTER RELIEF
TRINITY ECUMENICAL PARISH
40 LAKEMOUNT DRIVEMONETAVA24121541450770501(C)(3)$5,500GENERAL SUPPORT
UNION PRESBYTERIAN SEMINARY
3401 BROOK ROADRICHMONDVA23227540506428501(C)(3)$7,720GENERAL SUPPORT
UNITED WAY OF HENRY COUNTY & MARTINSVILLE
PO BOX 951MARTINSVILLEVA24114540753318501(C)(3)$21,100GENERAL SUPPORT, DOLLY PARTON LIBRARY
UNITED WAY OF ROANOKE VALLEY INC
325 CAMPBELL AVEROANOKEVA24016540535302501(C)(3)$83,160GENERAL SUPPORT, FEED CHILDREN BREAKFAST, DISASTER RELIEF
UNIVERSITY OF MARY WASHINGTON
1301 COLLEGE AVENUEFREDERICKSBURGVA22401540471667501(C)(3)$7,000SCHOLARSHIPS
UNIVERSITY OF RICHMOND
109 MARYLAND HALLRICHMONDVA23173540505965501(C)(3)$27,000GENERAL SUPPORT
UNIVERSITY OF VIRGINIA
PO BOX 400160CHARLOTTESVILLEVA22904541682176501(C)(3)$84,070SCHOLARSHIPS, LIBRARY
UNIVERSITY OF VIRGINIA'S COLLEGE AT WISE
ONE COLLEGE AVEWISEVA24293501(C)(3)$10,600SCHOLARSHIPS
VBR STAR SOCCER CLUB
2002 HIGHLAND FARMS ROADROANOKEVA24017541335170501(C)(3)$5,000SOCCER FIELD LIGHTS
VIRGINIA CHILDREN'S THEATRE
PO BOX 4392ROANOKEVA24016263128430501(C)(3)$5,000SUPPORT FOR RCT4TEENS PROJECT
VIRGINIA COMMONWEALTH UNIVERSITY
PO BOX 843036RICHMONDVA23284546001758501(C)(3)$19,200SCHOLARSHIPS
VIRGINIA MILITARY INSTITUTE
307 B LETCHER AVELEXINGTONVA24450501(C)(3)$8,915SCHOLARSHIPS
VIRGINIA MUSEUM OF NATURAL HISTORY FOUNDATION
21 STARLING AVEMARTINSVILLEVA24112521356848501(C)(3)$5,600GENERAL SUPPORT, REPTILE FESTIVAL
VIRGINIA TECH
150 STUDENT SERVICES BLDGBLACKSBURGVA24061540721690501(C)(3)$54,460SCHOLARSHIPS
VIRGINIA TECH FOUNDATION INC
902 PRICES FORK ROAD 0336BLACKSBURGVA24061540721690501(C)(3)$13,137GERMAN CLUB, SCHOOL OF ENGINEERING, WVTF RADIO, HAHN HORTICULTURE GARDEN, CRAIG COUNTY 4-H SCHOLARSHIP
VIRGINIA WESTERN COMMUNITY COLLEGE
PO BOX 14007ROANOKEVA24038521200913501(C)(3)$14,400SCHOLARSHIPS
VIRGINIA WESTERN COMMUNITY COLLEGE EDUCATIONAL FOUNDATION
3093 COLONIAL AVE SWROANOKEVA24015521200913501(C)(3)$7,910GENERAL SUPPORT, CCAP, SCHOLARSHIPS
WASHINGTON & LEE UNIVERSITY
204 W WASHINGTON STREETLEXINGTONVA24450540505977501(C)(3)$10,335GENERAL SUPPORT, SCHOLARSHIPS
WEST END CENTER
PO BOX 4562ROANOKEVA24015541150320501(C)(3)$20,539GENERAL SUPPORT
WESTERN VIRGINIA FOUNDATION FOR THE ARTS AND SCIENCES
1 MARKET SQUARE SEROANOKEVA24011510238900501(C)(3)$12,250GENERAL SUPPORT
WESTMINSTER PRESBYTERIAN CHURCH OF AMERICA
2216 PETERS CREEK ROAD NWROANOKEVA24017540799385CHURCH$59,859GENERAL SUPPORT
YMCA OF VIRGINIA'S BLUE RIDGE
P O BOX 2130ROANOKEVA24009540515736501(C)(3)$9,250GENERAL SUPPORT, SALEM FAMILIES, DISASTER RELIEF
FieldValueIRS element (for citing)
Total501c3 Org140Total501c3OrgCnt
Total Other Org7TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationLARGER 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

FieldValueIRS element (for citing)
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonALAN E RONKPersonNm
TitleBOARD SECRETARY, PRESIDENT & CEOTitleTxt
Base Compensation Filing Org$165,000BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$11,550DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$6,272NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$182,822TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 3FormAndLineReferenceDesc
ExplanationTHE 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

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution19ContributionCnt
Noncash Contributions Rpt F990$733,694NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMV OF THE STOCKMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE 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 12CEACH 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 15THE 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 19THE POLICIES ARE AVAILABLE UPON INSPECTION AT THE OFFICE. FINANCIAL STATEMENTS ARE AVAILABLE ON THE WEBSITE.
FORM 990, PART XI, LINE 9:ROUNDING 2.
PART XII, LINE 2CTHE PROCESS OF FINANCIAL STATEMENT REVIEW AND OVERSIGHT HAS NOT CHANGED FROM THE PRIOR YEAR.

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