2021-05-14T13:09:49-05:00 2020-12-31 541149263 YOUNT HYDE & BARBOUR PC PO BOX 2560 WINCHESTER VA 226041760 990 2020-01-01 541963011 SHENANDOAH COMMUNITY FOUNDATION SHEN 5404597737 PO BOX 31 WOODSTOCK VA 22664 JEFFREY A DALKE TREASURER 5404597737 2021-05-14 1 JEFFREY DALKE 999009999 OLIVIA A HUTTON CPA P00964688 5406623417 2021-05-14 0 AAL1 IAL1 2020 2022-09-23 18:48:47Z W MICHAEL FUNK PO BOX 31 WOODSTOCK VA 22664 2582318 0 X SHENANDOAHCOMMUNITYFOUNDATION.ORG X 1999 VA THE FOUNDATION PROMOTES LONG-TERM GIVING IN SHENANDOAH COUNTY AND SURROUNDING AREAS. 14 14 1 100 0 0 622884 826264 0 0 271511 369971 0 446 894395 1196681 201383 381701 0 0 27877 31443 0 0 0 26357 20237 255617 433381 638778 763300 5350750 6463560 0 0 5350750 6463560 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 31322 29850 COMMUNITY GRANTS PROGRAM - PROVIDES GRANTS TO NON-PROFIT ORGANIZATIONS THAT BENEFIT SHENANDOAH COUNTY AND ITS RESIDENTS. 2020 GRANT RECIPIENTS WERE:-AMERICAN RED CROSS -BLUE RIDGE AREA FOOD BANK-FAMILY PROMISE OF SHENANDOAH COUNTY -GEMEINSCHAFT HOME-RESPONSE -SHENANDOAH ALLIANCE FOR SHELTER-SHENANDOAH AREA AGENCY ON AGING -SHENANDOAH COMMUNITY HEALTH CLINIC-SHENANDOAH VALLEY LUTHERAN MINISTRIES 101514 96611 SCHOLARSHIP PROGRAMS PROVIDING COLLEGE AND OTHER POST-SECONDARY SCHOLARSHIPS TO SHENANDOAH COUNTY HIGH SCHOOL GRADUATES. IN 2020 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-JOE WILLIAMS-ETHEL L. WISMAN-DONALD AND MARY WOMBLE 113599 108240 FUNDS PROVIDING GRANTS IN 2020 FOR PURPOSES OTHER THAN COMMUNITY GRANTS AND POST-SECONDARY SCHOOL SCHOLARSHIPS:-DONALD H. ALBRIGHT-ART GROUP-BOWMAN-SHANNON CULTURAL ARTS-COTTRELL-ORNDORFF-F&M BANK COMMUNITY-WARREN & PATRICIA FRENCH-GARLAND-UHL-CURTIS GROVES-CHILDREN'S INITIATIVES-DR. CHARLES H. MILLER-HERB PARKER-RUSSELL ADAMS FORT VALLEY MUSEUM-SHANNON 154961 147000 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. 2020 COVID-19 GRANT RECIPIENTS WERE:-ANTIOCH CHURCH OF THE BRETHREN-BLUE RIDGE AREA FOOD BANK-BLUE RIDGE HOSPICE-BRAIN INJURY CONNECTIONS-COMMUNITY CARE AND LEARNING CENTER-COMPASSION CUPBOARD-FAMILY PROMISE-KIDZ REC-RESPONSE-SHENPACO-SHENANDOAH ALLIANCE FOR SHELTER-SHENANDOAH AREA AGENCY ON AGING-SHENANDOAH COMMUNITY FELLOWSHIP-SHENANDOAH COMMUNITY HEALTH CLINIC-SHENANDOAH DENTAL CLINIC-SHENANDOAH MEMORIAL HOSPITAL FOUNDATION-SHENANDOAH VALLEY LUTHERAN MINISTRIES-SHENCOCARES-SONS & DAUGHTERS ACADEMY-ST. JOHN BOSCO OUTREACH PROGRAM-WAKEMAN'S GROVE CHURCH OF THE BRETHREN-WOODSTOCK FIRE DEPARTMENT-WOODSTOCK ROTARY FOUNDATION-WOODSTOCK UMC 154961 147000 401396 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 0 0 0 0 0 0 0 0 0 1 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 X X X JEFFREY A DALKE 5404597737 PO BOX 31 WOODSTOCK VA 22664 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 ASSISTANT TREASURER AND DIRECTOR 3.00 X X 0 0 0 SHARON BARONCELLI DIRECTOR 2.00 X 0 0 0 RUSSELL ADAMS DIRECTOR 1.00 X 0 0 0 JOHN ADAMSON 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 17577 808687 24274 826264 191145 191145 1564447 1385621 178826 178826 178826 0 17577 16 -16 -16 MISCELLANEOUS INCOME 900099 462 462 462 1196681 0 0 370417 285090 285090 96611 96611 29209 17526 11683 2234 1340 894 3700 751 2949 3494 3494 4215 4215 5100 5100 1435 1435 DUES AND SUBSCRIPTIONS 2115 2115 MISCELLANEOUS 100 100 PROGRAM EXPENSE 78 78 433381 401396 31985 0 131785 90840 5218965 6372720 5350750 6463560 0 0 X 5350750 6463560 5350750 6463560 5350750 6463560 763300 349510 0 X 0 1 X 0 0 X 285482 363385 732416 363919 489090 2234292 285482 363385 732416 363919 489090 2234292 325660 1908632 52913 49265 69617 105682 191145 468622 462 462 2703376 0.70600 0.72290 X FORM 990, SCHEDULE A, PART II, LINE 1 IN 2020, THE FOUNDATION RECEIVED UNUSUAL GRANTS TOTALING $337,174. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11 13 33500 65785 60500 18175 945613 854198 1 1 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 2789121 276110 247395 152014 3217 29503 3127892 1.00000 0.00000 0.00000 0 0 0 1546207 349510 349510 1196697 -16 -16 1196681 433397 16 16 433381 0 433381 PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES OFFSET AGAINST FUNDRAISING REVENUE PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES OFFSET AGAINST FUNDRAISING REVENUE 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 17577 17577 16 17577 17577 16 16 -16 1 SHENANDOAH COUNTRY PUBLIC SCHOOLS 600 N MAIN ST 200 WOODSTOCK VA 22664 PUBLIC 39219 EDUCATION SHENANDOAH ALLIANCE FOR SHELTER 135 S MAIN ST WOODSTOCK VA 22664 541520502 501(C)(3) 24350 SHELTER SHENANDOAH COMMUNITY HEALTH CLINIC 124 VALLEY VISTA DR WOODSTOCK VA 22664 542032008 501(C)(3) 21450 MEDICAL SHENANDOAH COUNTY 600 N MAIN ST 102 WOODSTOCK VA 22664 GOVERNMENT 15000 GOVERNMENT BLUE RIDGE AREA FOOD BANK PO BOX 937 VERONA VA 24482 521202644 501(C)(3) 13000 FOOD FAMILY PROMISE 781 SPRING PARKWAY WOODSTOCK VA 22664 471024116 501(C)(3) 13000 HOUSING SHENANDOAH AREA AGENCY ON AGING 207 MOSBY LANE FRONT ROYAL VA 22630 541008875 501(C)(3) 12000 SENIOR WELFARE SHENANDOAH MEMORIAL HOSPITAL 759 S MAIN ST WOODSTOCK VA 22664 540490687 501(C)(3) 11500 MEDICAL SONS & DAUGHTERS INC 240 SHENANDOAH ST WOODSTOCK VA 22664 823283486 501(C)(3) 10000 DAYCARE RESPONSE PO BOX 287 WOODSTOCK VA 22664 541132487 501(C)(3) 9000 SHELTER SHENANDOAH VALLEY LUTHERAN MINISTRIES PO BOX 132 TOMS BROOK VA 22660 271675977 501(C)(3) 9000 SENIOR AND CHILD WELFARE WOODSTOCK UNITED METHODIST CHURCH 156 S MUHLENBERG ST WOODSTOCK VA 22664 540739828 CHURCH 7575 DAYCARE / CHILDREN'S PROGRAMS ANTIOCH CHURCH OF THE BRETHREN 23502 SENEDO RD WOODSTOCK VA 22664 320507145 CHURCH 7000 CHILD WELFARE SHEN-PACO INDUSTRIES INC 1032 WISSLER RD QUICKSBURG VA 22847 540972487 501(C)(3) 6250 ADULT DISABILITY SERVICES LORD FAIRFAX COMMUNITY COLLEGE FOUNDATION 173 SKIRMISHER LANE MIDDLETOWN VA 22645 510247624 501(C)(3) 6000 EDUCATION 12 3 SCHOLARSHIP PROGRAMS FOR SHENANDOAH COUNTY STUDENTS 59 96611 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 THE 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 2020 AND THE NAMES OF THE SCHOLARSHIP RECIPIENTS. FORM 990, PART VI, SECTION A, LINE 1 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.