GREATER LYNCHBURG COMMUNITY FOUNDATION: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
GREATER LYNCHBURG COMMUNITY FOUNDATION (EIN 54-6112680)
Tax period
2020-07-01 to 2021-06-30
Filed
2021-12-22
IRS object ID
202123569349301372
Schema version
2020v4.1
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)
Return2021-12-22T11:36:27-06:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN541953476PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DAVIDSON DOYLE & HILTON LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 800AddressLine1Txt
CityLYNCHBURGCityNm
State AbbreviationVAStateAbbreviationCd
ZIP245050800ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN546112680EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GREATER LYNCHBURG COMMUNITY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGREABusinessNameControlTxt
Phone4348456500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11100 COMMERCE STREETAddressLine1Txt
CityLYNCHBURGCityNm
State AbbreviationVAStateAbbreviationCd
ZIP24504ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM BODINEPersonNm
Person TitlePRESIDENT/CEOPersonTitleTxt
Phone4348456500PhoneNum
Signature2021-12-22SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstWILLIAMPersonFirstNm
Person LastBODINEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAMY A GALLAGHER CPAPreparerPersonNm
PTINP00884747PTIN
Phone4348467611PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerWILLIAM BODINEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11100 COMMERCE STAddressLine1Txt
CityLYNCHBURGCityNm
State AbbreviationVAStateAbbreviationCd
ZIP24504ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$27,017,326GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.LYNCHBURGFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1972FormationYr
Legal Domicile StateVALegalDomicileStateCd
Activity Or MissionDISTRIBUTE CONTRIBUTED FUNDS TO NON-PROFIT ORGANIZATIONS.ActivityOrMissionDesc
Voting Members Governing Body16VotingMembersGoverningBodyCnt
Voting Members Independent16VotingMembersIndependentCnt
Total Employee3TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$800,069PYContributionsGrantsAmt
CY Contributions Grants$2,307,948CYContributionsGrantsAmt
PY Program Service Revenue$20,603PYProgramServiceRevenueAmt
CY Program Service Revenue$28,692CYProgramServiceRevenueAmt
PY Investment Income$1,845,167PYInvestmentIncomeAmt
CY Investment Income$4,471,080CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$2,665,839PYTotalRevenueAmt
CY Total Revenue$6,807,720CYTotalRevenueAmt
PY Grants And Similar Paid$1,863,493PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,814,453CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$215,578PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$221,187CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$108,158CYTotalFundraisingExpenseAmt
PY Other Expenses$400,765PYOtherExpensesAmt
CY Other Expenses$505,980CYOtherExpensesAmt
PY Total Expenses$2,479,836PYTotalExpensesAmt
CY Total Expenses$2,541,620CYTotalExpensesAmt
PY Revenues Less Expenses$186,003PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$4,266,100CYRevenuesLessExpensesAmt
Total Assets BOY$41,688,939TotalAssetsBOYAmt
Total Assets EOY$57,404,315TotalAssetsEOYAmt
Total Liabilities BOY$3,487,442TotalLiabilitiesBOYAmt
Total Liabilities EOY$7,767,377TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$38,201,497NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$49,636,938NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE PRINCIPAL MISSION OF THE TRUST IS TO ENHANCE THE QUALITY OF LIFE IN THE COMMUNITIES SERVED BY THE ESTABLISHMENT OF PERMANENT ENDOWMENTS FOR THE CITY OF LYNCHBURG AND THE COUNTIES OF AMHERST, APPOMATTOX, BEDFORD AND CAMPBELL, WITH INCOME DISTRIBUTED ANNUALLY TO CHARTIABLE ORGANIZATIONS WITHIN THE COMMUNITY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$2,210,201ExpenseAmt
Grant$1,757,145GrantAmt
Revenue$0RevenueAmt
DescGRANTS ARE MADE TO 501(C)(3) ORGANIZATIONS FROM DONOR-ADVISED, DESIGNATED, FIELD OF INTEREST, SCHOLARSHIP, AND UNRESTRICTED ENDOWMENT FUNDS. THE TRUST HAS FINAL APPROVAL OF ALL GRANTS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$57,309ExpenseAmt
Grant$57,309GrantAmt
DescSCHOLARSHIPS TO INDIVIDUALS ARE MADE BASED ON AN APPROVED PROCESS INVOLVING SCHOLARSHIP COMMITTEES. THERE WERE 38 SCHOLARSHIPS AWARDED IN FY 21.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$2,267,510TotalProgramServiceExpensesAmt
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 EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
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 IndividualsYes (1)GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org MemYes (1)BusinessRlnWithOrgMemInd
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 EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document7IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee3EmployeeCnt
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
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
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 Members16GoverningBodyVotingMembersCnt
Independent Voting Member16IndependentVotingMemberCnt
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 Chapters0LocalChaptersInd
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
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WILLIAM BODINEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4348456500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11100 COMMERCE STREETAddressLine1Txt
CityLYNCHBURGCityNm
State AbbreviationVAStateAbbreviationCd
ZIP24504ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
MS SUSAN G ACKLEY
DIRECTOR1.00Yes (X)$0$0$0
MR G CARL BOGGESS
CHAIRMAN1.00Yes (X)$0$0$0Yes (X)
MS JENNIFER BRYANT-FOSTER
DIRECTOR1.00Yes (X)$0$0$0
MS REGINA W CARTER
DIRECTOR1.00Yes (X)$0$0$0
MS JANICE M MARSTON
DIRECTOR1.00Yes (X)$0$0$0
MS ELIZABETH G MCCRODDEN
DIRECTOR1.00Yes (X)$0$0$0
MR LINZIE B JOHNSON
DIRECTOR1.00Yes (X)$0$0$0
MS KAREN S SIMONTON
DIRECTOR1.00Yes (X)$0$0$0
MS CHRISTINA DELZINGARO
DIRECTOR1.00Yes (X)$0$0$0
MR ERIC J SORENSON JR
DIRECTOR1.00Yes (X)$0$0$0
MR JOHN M STONE
VICE CHAIRMAN1.00Yes (X)$0$0$0Yes (X)
MR SHAWN D STONE
DIRECTOR1.00Yes (X)$0$0$0
DR JAMES W WRIGHT
DIRECTOR1.00Yes (X)$0$0$0
MR ROGER JOHNSON
DIRECTOR1.00Yes (X)$0$0$0
MS SARAH HOUCK
DIRECTOR1.00Yes (X)$0$0$0
MR JOHN WALKER
DIRECTOR1.00Yes (X)$0$0$0
MR WILLIAM BODINE
PRESIDENT/CEO40.00$120,436$0$3,642Yes (X)
CHERYL HALL
SECRETARY40.00$56,279$0$1,677Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$176,715TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$5,319TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$2,307,948AllOtherContributionsAmt
Noncash Contributions$55,500NoncashContributionsAmt
Total Contributions$2,307,948TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescOPERATING FEE INCOMEDesc
Business525920BusinessCd
Total Revenue Column$28,692TotalRevenueColumnAmt
Exclusion$28,692ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$28,692TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$745,162TotalRevenueColumnAmt
Exclusion$745,162ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$23,935,524SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$20,209,606SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$3,725,918SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,725,918TotalRevenueColumnAmt
Exclusion$3,725,918ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,807,720TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$4,499,772ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,757,144TotalAmt
Program Services$1,757,144ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$57,309TotalAmt
Program Services$57,309ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$177,297TotalAmt
Program Services$70,919ProgramServicesAmt
Management And General$35,459ManagementAndGeneralAmt
Fundraising$70,919FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$22,696TotalAmt
Program Services$9,078ProgramServicesAmt
Management And General$9,078ManagementAndGeneralAmt
Fundraising$4,540FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$5,954TotalAmt
Program Services$2,382ProgramServicesAmt
Management And General$2,382ManagementAndGeneralAmt
Fundraising$1,190FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$15,240TotalAmt
Program Services$6,096ProgramServicesAmt
Management And General$3,048ManagementAndGeneralAmt
Fundraising$6,096FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$335TotalAmt
Management And General$335ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$8,600TotalAmt
Management And General$8,600ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$309,356TotalAmt
Program Services$309,356ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$58,475TotalAmt
Program Services$38,436ProgramServicesAmt
Management And General$20,039ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$27,866TotalAmt
Program Services$5,295ProgramServicesAmt
Management And General$17,648ManagementAndGeneralAmt
Fundraising$4,923FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$28,738TotalAmt
Program Services$11,495ProgramServicesAmt
Management And General$11,495ManagementAndGeneralAmt
Fundraising$5,748FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$21,508TotalAmt
Management And General$21,508ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$477TotalAmt
Management And General$477ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$2,520TotalAmt
Management And General$2,520ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,835TotalAmt
Management And General$1,835ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$4,605TotalAmt
Management And General$4,605ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
DUES$26,923$26,923
DEVELOPMENT$14,742$14,742

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,541,620TotalAmt
Program Services$2,267,510ProgramServicesAmt
Management And General$165,952ManagementAndGeneralAmt
Fundraising$108,158FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$346,319BOYAmt
EOY$430,434EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,053,578BOYAmt
EOY$4,431,922EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$365,389BOYAmt
EOY$363,778EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$7,276BOYAmt
EOY$9,499EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$53,891LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$47,537LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$8,189BOYAmt
EOY$6,354EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$38,881,993BOYAmt
EOY$52,122,019EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$26,195BOYAmt
EOY$40,309EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$41,688,939BOYAmt
EOY$57,404,315EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$17,694BOYAmt
EOY$20,138EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$749,066BOYAmt
EOY$784,355EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,720,682BOYAmt
EOY$6,962,884EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,487,442BOYAmt
EOY$7,767,377EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,340,697BOYAmt
EOY$8,404,745EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$32,860,800BOYAmt
EOY$41,232,193EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$38,201,497BOYAmt
EOY$49,636,938EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$41,688,939BOYAmt
EOY$57,404,315EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$4,266,100ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$7,169,341NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
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)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Community TrustYes (X)CommunityTrustInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,747,157CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,122,059CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,511,166CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$800,669CurrentTaxYearMinus1YearAmt
Current Tax Year$2,212,844CurrentTaxYearAmt
Total$7,393,895TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,747,157CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,122,059CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,511,166CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$800,669CurrentTaxYearMinus1YearAmt
Current Tax Year$2,212,844CurrentTaxYearAmt
Total$7,393,895TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$2,001,649SubstantialContributorsTotAmt
Public Support Total170$5,392,246PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$756,614CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$871,370CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$890,423CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$854,907CurrentTaxYearMinus1YearAmt
Current Tax Year$745,162CurrentTaxYearAmt
Total$4,118,476TotalAmt
FieldValueIRS element (for citing)
Total Support$11,512,371TotalSupportAmt
Public Support CY1700.46840PublicSupportCY170Pct
Public Support PY1700.46720PublicSupportPY170Pct
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 Held63DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held220FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$417,272DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$1,795,572FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$241,451DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$1,573,003FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$7,280,008DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$49,273,933FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$31,766,115BeginningYearBalanceAmt
Contributions$974,096ContributionsAmt
Investment Earnings Or Losses$9,621,677InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,435,490GrantsOrScholarshipsAmt
Other Expenditures$254,407OtherExpendituresAmt
Administrative Expenses$283,550AdministrativeExpensesAmt
End Year Balance$40,388,441EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$31,093,322BeginningYearBalanceAmt
Contributions$1,717,283ContributionsAmt
Investment Earnings Or Losses$689,684InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,240,135GrantsOrScholarshipsAmt
Other Expenditures$220,926OtherExpendituresAmt
Administrative Expenses$273,113AdministrativeExpensesAmt
End Year Balance$31,766,115EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$31,270,508BeginningYearBalanceAmt
Contributions$1,448,355ContributionsAmt
Investment Earnings Or Losses$1,633,423InvestmentEarningsOrLossesAmt
Grants Or Scholarships$914,490GrantsOrScholarshipsAmt
Other Expenditures$2,127,526OtherExpendituresAmt
Administrative Expenses$216,948AdministrativeExpensesAmt
End Year Balance$31,093,322EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$29,430,881BeginningYearBalanceAmt
Contributions$1,041,484ContributionsAmt
Investment Earnings Or Losses$2,635,171InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,346,960GrantsOrScholarshipsAmt
Other Expenditures$264,018OtherExpendituresAmt
Administrative Expenses$226,050AdministrativeExpensesAmt
End Year Balance$31,270,508EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$26,264,461BeginningYearBalanceAmt
Contributions$1,587,656ContributionsAmt
Investment Earnings Or Losses$3,342,336InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,298,175GrantsOrScholarshipsAmt
Other Expenditures$209,724OtherExpendituresAmt
Administrative Expenses$255,673AdministrativeExpensesAmt
End Year Balance$29,430,881EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.03000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.97000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$53,891OtherCostOrOtherBasisAmt
Depreciation$47,537DepreciationAmt
Book Value$6,354BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$6,354TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
CHARITABLE GIFT ANNUITY PAYABLE$518,018
FUNDS HELD AS AGENCY ENDOWMENTS$6,444,866
FieldValueIRS element (for citing)
Total Liability$6,962,884TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$13,668,305TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$7,169,341NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$600DonatedServicesAndUseFcltsAmt
Revenue Not Reported$7,169,941RevenueNotReportedAmt
Revenue Subtotal$6,498,364RevenueSubtotalAmt
Investment Expenses Not Incld$309,356InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$309,356RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$6,807,720TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,232,864TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$600DonatedServicesUseFcltsAmt
Expenses Not Reported$600ExpensesNotReportedAmt
Expenses Subtotal$2,232,264ExpensesSubtotalAmt
Investment Expenses Not Incld2$309,356InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$309,356ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,541,620TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:THE TRUST IS A SECTION 501(C)(3) ORGANIZATION UNDER THE INTERNAL REVENUE CODE AND IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(A) OF THE CODE. GAAP REQUIRES TRUST MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE TRUST AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE TRUST HAS TAKEN AN UNCERTAIN POSITION THAT MORE THAN LIKELY WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. TRUST MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE TRUST, AND HAS CONCLUDED THAT AS OF JUNE 30, 2021 AND 2020, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE TRUST IS SUBJECT TO AUDIT BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
PART V, LINE 4:THE TRUST'S ENDOWMENT FUNDS ARE USED TO PROVIDE GRANTS TO 501(C)(3)ORGANIZATIONS. THE TRUST HAS INCLUDED $234,542 OF INTERESTS IN CHARITABLE REMAINDER TRUSTS HELD BY OTHERS IN THE BALANCE STATED IN SECTION D, PART V. THESE AMOUNTS, ONCE RECEIVED BY THE TRUST, WILL BE EITHER ADDED TO EXISTING ENDOWMENTS OR BE USED TO CREATE NEW ENDOWMENT FUNDS BASED ON THE INSTRUCTIONS OF THE ORIGINAL DONOR.

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (108 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
ACADEMY CENTER OF THE ARTS
600 MAIN STREETLYNCHBURGVA24504237061145501(C)(3)$13,677ANNUAL DONOR-DESIGNATED GRANT; TO FUND COMMUNITY OUTREACH INITIATIVE
ALTAVISTA AREA YMCA
PO BOX 149ALTAVISTAVA24517540895639501(C)(3)$25,000PLYMALE FOUNDATION;TO SUPPORT FAMILY CENTER RENOVATION PROJECT
ALTAVISTA AREACAMPBELL COUNTY HABITAT FOR HUMANITY INC
PO BOX 232ALTAVISTAVA24517541793590501(C)(3)$12,850TO SUPPORT CONSTRUCTION OF HOME; PROGRAM SUPPORT
AMAZEMENT SQUARE
27 NINTH STREETLYNCHBURGVA24504541713204501(C)(3)$13,464ANNUAL DONOR-DESIGNATED GRANT; TO PROVIDE PROGRAM SUPPORT - "STEAM TO MARS!; GENERAL PROGRAM SUPPORT; TO SUPPORT EARLY CHILDCARE/PRE-K INITIATIVES
AMERICAN RED CROSS OF THE BLUE RIDGE
1007 SHEFFIELD DRLYNCHBURGVA24502530196605501(C)(3)$7,500TO PROVIDE PROGRAM SUPPORT - BLOOK SERVICES PROGRAM
ALPHA ACTION EDUCATIONAL AND CHARITABLE FOUNDATION
108 WINTERBERRY DRFORESTVA24551823392251501(C)(3)$7,000SCHOLARSHIP ASSISTANCE
AMHERST GLEBE ARTS RESPONSE INC
PO BOX 117CLIFFORDVA24533061790232501(C)(3)$7,500TO PROVIDE PROGRAM SUPPORT
APPOMATTOX LITERACY INTERVENTION PROGRAM
197 BREEZY HILL RDSPOUT SPRINGVA24593541779269501(C)(3)$5,500TO SUPPORT SPOT & DOT THE BOOK BUSES
AVENEL FOUNDATION
PO BOX 686BEDFORDVA24523541345184501(C)(3)$5,000TO FUND FIREBOX RESTORATION PROJECT
ANNE SPENCER MEMORIAL FOUNDATION
1313 PIERCE STLYNCHBURGVA24501521470973501(C)(3)$14,879ANNUAL DONOR-DESIGNATED GRANT; POPS CHICKEN HOUSE
BEDFORD COMMUNITY ORCHESTRA
1900 STATLER RDMONTVALEVA24122541702458501(C)(3)$5,000TO SUPPORT THE MUSICIAN DEVELOPMENT & CONTINUING EDUCATION PROGRAM
BLUE RIDGE AREA FOOD BANK
PO BOX 937VERONAVA24482521202644501(C)(3)$18,338ANNUAL DONOR-DESIGNATED GRANT; TO PROVIDE GENERAL SUPPORT AND PROGRAM SUPPORT; AGENCY CAPICITY FUND
BOY SCOUTS OF AMERICA - BLUE RIDGE MTN COUNCIL
PO BOX 7606ROANOKEVA24019540912706501(C)(3)$5,000TO SUPPORT SCOUTREACH INITIATIVE
BOYS & GIRLS CLUB OF GREATER LYNCHBURG
1101 MADISON STREETLYNCHBURGVA24504200199894501(C)(3)$14,266ANNUAL DONOR DESIGNATED GRANT; TO PROVIDE SUPPORT FOR CHILDCARE/REMOTE LEARNING; WHATEVER IT TAKES TO BUILD GREAT FUTURES ACADEMIC PROGRAM
BROOK HILL RETIREMENT CENTER FOR HORSES INC
7289 BELLEVUE RDFORESTVA24551542058686501(C)(3)$36,949ANNUAL DONOR-DESIGNATED GRANT; TO PROVIDE PROGRAM SUPPORT
CAMP KUM-BA-YAH INC
4415 BOONSBORO RDLYNCHBURGVA24503541218073501(C)(3)$111,873ANNUAL DONOR-DESIGNATED GRANT; TO PROVIDE PROGRAM SUPPORT; HEALTHY RETURN TO CAMP PROGRAM; CENTURY FUND GRANT
CASA OF CENTRAL VIRGINIA
PO BOX 11373LYNCHBURGVA24506541695593501(C)(3)$13,853ANNUAL DONOR-DESIGNATED GRANT; TO PROVIDE PROGRAM SUPPORT; TO SUPPORT TRAINING OF COURT APPOINTED SPECIAL ADVOCATES
CENTRA FOUNDATION
1920 ATHERHOLT RDLYNCHBURGVA24501541604094501(C)(3)$5,730ANNUAL DONOR-DESIGNATED GRANT
CENTRAL VIRGINIA ALLIANCE FOR COMMUNITY LIVING
PO BOX 1390LYNCHBURGVA24505510189604501(C)(3)$5,000TO PROVIDE PROGRAM SUPPORT
CHARLOTTESVILLE BALLET
1885 SEMINOLE TRAIL SUITE 203CHARLOTTESVILLEVA22901900545068501(C)(3)$7,000TO SUPPORT 2021-22 SEASON
CHILDREN'S MIRACLE NETWORK
1920 ATHERHOLT RDLYNCHBURGVA24501541391700501(C)(3)$6,447ANNUAL DONOR-DESIGNATION GRANT
CHURCHES FOR URBAN MINISTRY
1022 FLOYD STREETLYNCHBURGVA24501541315808501(C)(3)$11,250TO PROVIDE PROGRAM SUPPORT
DEPAUL COMMUNITY RESOURCES
4859 WATERLICK ROADFORESTVA24551541108079501(C)(3)$6,000TO FUND EXPANSION OF COMMUNITY BASED SERVICE PROGRAM
EC GLASS HIGH SCHOOL ATHLETICS
2111 MEMORIAL AVELYNCHBURGVA24501540918686501(C)(3)$5,749ANNUAL DONOR-DESIGNATED GRANT
ELIZABETH'S EARLY LEARNING CENTER
2320 BEDFORD AVELYNCHBURGVA24503541808771501(C)(3)$304,333ANNUAL DONOR-DESIGNATED GRANT; TO FUND HUMANKIND RENT; TO PROVIDE CARE NEEDS FOR CHILDREN
FIRST PRESBYTERIAN CHURCH OF LYNCHBURG
1215 VES ROADLYNCHBURGVA24503540505896501(C)(3)$6,917TO SUPPORT THE ROOTED & REACHING CAPITAL CAMPAIGN
FAITH CHRISTIAN ACADEMY
PO BOX 670HURTVA24563541466895501(C)(3)$6,179ANNUAL DONOR-DESIGNATED GRANT
FREE CLINIC OF CENTRAL VIRGINIA
1016 MAIN STLYNCHBURGVA24504541420756501(C)(3)$21,366ANNUAL DONOR-DESIGNATED GRANT; SATELLITE CLINIC IN BEDFORD
FRIENDS OF THE LYNCHBURG PUBLIC LIBRARY
2315 MEMORIAL AVELYNCHBURGVA24501546059813501(C)(3)$6,056ANNUAL DONOR-DESIGNATED GRANT
HOLIDAY LAKE 4-H EDUCATION CENTER FOR LYNCHBURG YOUTH
1267 4-H CAMP ROADAPPOMATTOXVA24522546003131501(C)(3)$7,117TO SUPPORT NATURAL RESOURCE EDUCATION PROGRAM
HUMANKIND
150 LINDEN AVENUELYNCHBURGVA24503540346118501(C)(3)$10,564ANNUAL DONOR DESIGNATED GRANT; TO SUPPORT WAYS TO WORK PROGRAM
INTERFAITH OUTREACH ASSOCIATION
PO BOX 1125LYNCHBURGVA24505541214253501(C)(3)$23,580ANNUAL DONOR-DESIGNATED GRANT; TO PROVIDE PROGRAM SUPPORT
HISTORIC SANDUSKY FOUNDATION
757 SANDUSKY DRLYNCHBURGVA24502542014523501(C)(3)$5,000TO FUND MARKETING INITIATIVES FOR HISTORIC SANDUSKY
JAMES RIVER ASSOCIATION
4833 OLD MAIN STRICHMONDVA23231510211913501(C)(3)$7,500TO PROVIDE ENVIRONMENTAL EDUCATION FOR STUDENTS
JEFFERSON CHORAL SOCIETY
1290 ENTERPRISE DRLYNCHBURGVA24502541554423501(C)(3)$8,957ANNUAL DONOR-DESIGNATED GRANT; 2021-22 CONCERT SEASON
JUBILEE FAMILY DEVELOPMENT CENTER
1512 FLORIDA AVELYNCHBURGVA24501541881948501(C)(3)$19,733ANNUAL DONOR-DESIGNATED GRANT; TO SUPPORT SUMMER ENRICHMENT CAMP; PLYMALE FOUNDATION;
KUUMBA DANCE ENSEMBLE INC
3208 FOREST BROOK ROADLYNCHBURGVA24501822703017501(C)(3)$7,250TO PROVIDE PROGRAM SUPPORT
LAKE CHRISTIAN MINISTRIES
PO BOX 695MONETAVA24121542034650501(C)(3)$18,065ANNUAL DONOR-DESIGNATED GRANT; TO PROVIDE PROGRAM SUPPORT
LEGACY PROJECT INC
PO BOX 308LYNCHBURGVA24504541771178501(C)(3)$19,123ANNUAL DONOR-DESIGNATED GRANT; TO PROVIDE PROGRAM SUPPORT
LYNCHBURG BEACON OF HOPE
PO BOX 1261LYNCHBURGVA24505453797831501(C)(3)$19,400TO PROVIDE PROGRAM SUPPORT
LYNCHBURG CITY SCHOOLS EDU FDN INC
PO BOX 2497LYNCHBURGVA24505541385200501(C)(3)$16,492ANNUAL DONOR-DESIGNATED GRANT; TO PROVIDE FUNDING FOR INNOVATIVE GRANTS
LYNCHBURG COMMUNITY ACTION GROUP
1010 MAIN STREET 2ND FLOORLYNCHBURGVA24504540797340501(C)(3)$14,358ANNUAL DONOR DESIGNATED GRANT; TO PROVIDE PROGRAM SUPPORT
LYNCHBURG DAILY BREAD INC
721 CLAY STREETLYNCHBURGVA24504521268749501(C)(3)$31,868ANNUAL DONOR-DESIGNATED GRANT; PLYMALE FOUNDATION; TO FUND STAFF WAGES FOR OUTREACH
LYNCHBURG GROWS
PO BOX 12039LYNCHBURGVA24506200934133501(C)(3)$22,979ANNUAL DONOR-DESIGNATED GRANT; TO FUND PROGRAM SUPPORT
LYNCHBURG HUMANE SOCIETY
1211 OLD GRAVES MILL RDLYNCHBURGVA24502540570901501(C)(3)$18,796ANNUAL DONOR-DESIGNATED GRANT; TO PURCHASE ASSETS NEEDED
LYNCHBURG SYMPHONY ORCHESTRA
621 COURT STLYNCHBURGVA24504521304854501(C)(3)$24,538ANNUAL DONOR-DESIGNATED GRANT; TO SUPPORT YOUTH MUSIC EDUCATION
MEALS ON WHEELS
PO BOX 1388LYNCHBURGVA24505237399875501(C)(3)$25,581ANNUAL DONOR-DESIGNATED GRANT; PLYMALE FOUNDATION; TO PROVIDE PROGRAM SUPPORT
MILLENNIUM GROUPNELSON HERITAGE CENTER
PO BOX 2314LOVINGSTONVA22949200179105501(C)(3)$5,000TO SUPPORT RENOVATION OF GYM
MIRIAM'S HOUSE
PO BOX 3196LYNCHBURGVA24503541606543501(C)(3)$100,130ANNUAL DONOR-DESIGNATED GRANT; TO PROVIDE PROGRAM SUPPORT
NATIONAL D-DAY MEMORIAL FOUNDATION
PO BOX 77BEDFORDVA24523541504679501(C)(3)$18,667ANNUAL DONOR-DESIGNATED GRANT; TO FUND SECURITY & SAFETY ENHANCEMENTS PROJECTS
NEW VISTAS SCHOOL
520 ELDON STREETLYNCHBURGVA24501541273630501(C)(3)$33,450ANNUAL DONOR-DESIGNATED GRANT; TO PROVIDE FUNDING FOR NEED-BASED SCHOLARSHIPS
OPERA ON THE JAMES INC
PO BOX 1450LYNCHBURGVA24505562521625501(C)(3)$15,423ANNUAL DONOR-DESIGNATED GRANT; COMMUNITY OUTREACH EQUIPMENT PROGRAM
PARK VIEW COMMUNITY MISSION
2420 MEMORIAL AVELYNCHBURGVA24501540798225501(C)(3)$21,000TO PURCHASE FOOD & HYGIENE ITEMS; TO PROVIDE GENERAL SUPPORT
PATRICK HENRY FAMILY SERVICES
PO BOX 1398BROOKNEALVA24528540660819501(C)(3)$19,841ANNUAL DONOR-DESIGNATED GRANT FOR CHILD CARE SERVICES & FOR THE ACADEMY; TO PROVIDE PROGRAM SUPPORT
RANDOLPH COLLEGE
2500 RIVERMONT AVELYNCHBURGVA24503540505941501(C)(3)$7,158ANNUAL DONOR-DESIGNATED GRANT; TO SUPPORT THEATRE PROJECT
RIVERMONT AREA EMERGENCY FOOD PANTRY
1000 LANGHORNE RDLYNCHBURGVA24503546024478501(C)(3)$7,953TO PURCHASE NON-FOOD NECESSITIES FOR FOOD PANTRY
RIVERSVIEWS ARTSPACE
901 JEFFERSON ST SUITE G3LYNCHBURGVA24504541736664501(C)(3)$7,500TO SUPPORT RENOVATION
RED TRUCK MINISTRIES
5225 FORT AVE SUITE ALYNCHBURGVA24502850657924501(C)(3)$9,000TO FUND PURCHASE OF REFRIGERATOR AND FREEZER
SECOND STAGEAMHERST
PO BOX 342AMHERSTVA24521470964590501(C)(3)$6,250GRANT TO BUILD A PATIO AND ENHANCE ENTRY
SOCIETY OF ST ANDREW INC
3383 SWEET HOLLOW RDBIG ISLANDVA24526541285793501(C)(3)$9,395TO SUPPORT LYNCHBURG GLEANING NETWORK
SOUTH CENTRAL SPAY AND NEUTER CLINIC
1211 OLD GRAVES MILL RDLYNCHBURGVA24502263842124501(C)(3)$11,255ANNUAL DONOR-DESIGNATED GRANT
SOUTHERN MEMORIAL ASSOCIATION
401 TAYLOR STLYNCHBURGVA24501541737181501(C)(3)$20,452ANNUAL DONOR-DESIGNATED GRANT; TO SUPPORT PATHWAY BUILD
SWEET BRIAR COLLEGE
PO BOX 1057SWEET BRIARVA24595540534105501(C)(3)$16,000ANNUAL DONOR-DESIGNATED GRANT FOR ANNUAL FUND; BUILDING PATHWAYS TO SUPPORT COMMUNITY CONNECTIONS
THE ARC OF CENTRAL VIRGINIA
1508 BEDFORD AVELYNCHBURGVA24504237221570501(C)(3)$13,750POST COVID-19 RE-EMERGENCE PROGRAM; PLYMALE FOUNDATION
THE LINK PROJECT INC
1322 PIERCE STLYNCHBURGVA24501300710685501(C)(3)$8,000TO FUND INTERCULTURAL LEADERSHIP INSTITUTE STUDY TOUR
THE BRIDGE MINISTRY INC
PO BOX 2402CHARLOTTESVILLEVA22902541820614501(C)(3)$8,600TO SUPPORT SUBSTANCE ABUSE PROGRAM
THE SEDALIA CENTER INC
1108 SEDALIA SCHOOL RDBIG ISLANDVA24526541578039501(C)(3)$8,799ANNUAL DONOR-DESIGNATED GRANT; HISTORY ROOM AND ARENA UPGRADES
UNITED WAY OF CENTRAL VIRGINIA
1010 MILLER PARK SQUARELYNCHBURGVA24501540505923501(C)(3)$23,206ANNUAL DONOR-DESIGNATED GRANT; CORONAVIRUS RESPONSE & RELIEF FUND; DOLLY PARTON IMAGINATION LIBRARY
VIRGINIA REPERTORY THEATRE
114 WEST BROAD STRICHMONDVA23220510159357501(C)(3)$5,000TO PROVIDE FUNDING FOR VIRTAUL HUGS AND KISSES PROGRAM
VIRGINIA CENTER FOR INCLUSIVE COMMUNITIES
5511 STAPLES MILL RD STERICHMONDVA23228203188273501(C)(3)$10,000TO SUPPORT LYNCHBURG PROJECT INCLUSION
VIRGINIA CENTER FOR THE CREATIVE ARTS
154 SAN ANGELO DRAMHERSTVA24521237136000501(C)(3)$5,618ANNUAL DONOR-DESIGNATED GRANT; TO FUND REVITALIZATION OF ONE ARTIST SUITE
VIRGINIA HUNTERS WHO CARE INC
PO BOX 304BIG ISLANDVA24526541650687501(C)(3)$8,952TO SUPPORT DISTRIBUTION OF VENISON TO THE HUNGRY
VIRGINIA LEGAL AID SOCIETY
PO BOX 6200LYNCHBURGVA24505510226448501(C)(3)$10,059TO PROVIDE PROGRAM SUPPORT
WOLFBANE PRODUCTIONS
524 COUNTRY CLUB RDAPPOMATTOXVA24522271272773501(C)(3)$15,000TO PROVIDE PROGRAM SUPPORT
YWCA OF CENTRAL VIRGINIA
626 CHURCH STLYNCHBURGVA24504540506490501(C)(3)$8,217ANNUAL DONOR-DESIGNATED GRANT; PLYMALE FOUNDATION
CAMP HOLIDAY TRAILS
400 HOLIDAY TRAILS LANECHARLOTTESVILLEVA22903540922028501(C)(3)$5,680TO PROVIDE PROGRAM SUPPORT
BLUE RIDGE PREGNANCY CENTER
1915 THOMSON DRLYNCHBURGVA24501541912289501(C)(3)$13,996TO PROVIDE GENERAL PROGRAM SUPPORT
CAMPBELL CO EDUCATIONAL FOUNDATION
PO BOX 99RUSTBURGVA24588820988857501(C)(3)$5,000TO PROVIDE PROGRAM SUPPORT
CAMPBELL COUNTY TRAINING SCHOOL COMPLEX
PO BOX 835CONCORDVA24538474540081501(C)(3)$14,000TO SUPPORT ROSENWALD SCHOOL RENOVATION PROJECT
GIRLS ON THE RUN OF GREATER LYNCHBURG
1713 12TH STLYNCHBURGVA24501262858200501(C)(3)$5,000TO SUPPORT GOTH INCLUSION INITIATIVE
GLEANING FOR THE WORLD
PO BOX 645CONCORDVA24538541930105501(C)(3)$8,000TO PROVIDE PROGRAM SUPPORT - HELPING OUR NEIGHBORS
LYNCHBURG AREA VETERANS COUNCIL
50 BEDFORD SPRINGS RDLYNCHBURGVA24502473371170501(C)(3)$7,750TO PROVIDE GENERAL SUPPORT
LYNCHBURG COVENANT FELLOWSHIP INC
412 MADISON STLYNCHBURGVA24504546026892501(C)(3)$9,000TO PROVIDE FUNDING FOR MANAGEMENT OFFICE ROOF REPAIR
POPLAR FOREST
PO BOX 419FORESTVA24551541258296501(C)(3)$5,000TO PROVIDE GENERAL SUPPORT
MEDICAL SOCIETY OF VIRGINIA FOUNDATION
2924 EMERYWOOD PARKWAY SUITE 300HENRICOVA23294521394768501(C)(3)$8,567TO PROVIDE SUPPORT FOR OUTREACH PROJECT
NATURAL BRIDGE APPALACHIAN TRAIL CLUB
PO BOX 3012LYNCHBURGVA24503521321057501(C)(3)$7,000TO PROVIDE SUPPORT FOR TRAIL SIGNAGE
REACH OUT AND READ VIRGINIA
PO BOX 2678MIDLOTHIANVA23113043481253501(C)(3)$5,000TO PROVIDE SUPPORT FOR GREATER LYNCHBURG INITIATIVE
THE LISTENING
PO BOX 515LYNCHBURGVA24505812429529501(C)(3)$9,100TO PROVIDE GENERAL PROGRAM SUPPORT
THE SALVATION ARMY
PO BOX 2314LYNCHBURGVA24504135562351501(C)(3)$6,038ANNUAL DONOR-DESIGNATED GRANT; PLYMALE FOUNDATION
COALITION FOR HIV AWARENESS AND PREVENTION
PO BOX 161LYNCHBURGVA24506311736924501(C)(3)$5,000TO SUPPORT CENTRAL VA HIV/AIDS OUTREACH PROGRAM
COMMUNITY CONNECTED
PO BOX 3076LYNCHBURGVA24504824513863501(C)(3)$5,000VOLUNTEER OUTREACH PROGRAM
COURT STREET BAPTIST CHRUCH
PO BOX 733LYNCHBURGVA24505546045461501(C)(3)$5,000DONOR-DESIGNATED GRANT
BEDFORD AREA EDUCATIONAL FOUNDATION
PO BOX 2434FORESTVA24551364499678501(C)(3)$5,000TO FUND CLASSROMM ENRICHMENT PROJECTS
DOWNTOWN LYNCHBURG ASSOCIATION
901 CHURCH ST STE 103LYNCHBURGVA24504541829693501(C)(3)$5,100TO SUPPORT CREATION OF PUBLIC ART PROJECT
ROADS TO RECOVERY
3000 LANGHORNE RDLYNCHBURGVA24501542056367501(C)(3)$7,000TO FUND HEALTH & WELLNESS IN RECOVERY PROJECT
JONES MEMORIAL LIBRARY
2311 MEMORIAL AVELYNCHBURGVA24501540505921501(C)(3)$6,463ANNUAL DONOR-DESIGNATED GRANT; TO FUND TECHNOLOGY UPGRADE
KIDS' HAVEN
PO BOX 3201LYNCHBURGVA24503541920136501(C)(3)$6,952TO FUND HOPE CAMP
KIWANIS CLUB OF LYNCHBURG
PO BOX 4372LYNCHBURGVA24502541636088501(C)(3)$7,500TO SUPPORT INSTALLATION OF PLAYGROUND IN RIVERFRONT PARK
FOOD FOR KIDS
PO BOX 674BEDFORDVA24523474178458501(C)(3)$8,940TO PURCHASE FOOD & MILK FOR WEEKEND PROGRAM; PLYMALE FOUNDATION
HABITAT FOR HUMANITY- GREATER LYNCHBURG
360 ALLEGHANY AVELYNCHBURGVA24501541464802501(C)(3)$9,056ANNUAL DONOR-DESIGNATED GRANT; TO SUPPORT PURCHASE OF A NEW CONSTRUCTION VEHICLE
HARVEST OUTREACH CENTER INC
PO BOX 419GLADYSVA24554201927928501(C)(3)$7,500TO SUPPORT PURCHASE OF 10-12 PASSENGER VAN
PIERCE STREET GATEWAY INC
PO BOX 761LYNCHBURGVA24505832541904501(C)(3)$16,584TO SUPPORT PIERCE STREET GATEWAY GARDEN
PRESBYTERIAN HOMES AND FAMILY SERVICES AND THE FAMILY ALLIANCE
150 LINDEN AVENUELYNCHBURGVA24503540539600501(C)(3)$6,000TO PROVIDE PROJECT SUPPORT
TAKE MY HAND MINISTRIES INC
163 LIBERTY LANEEVINGTONVA24550462452071501(C)(3)$6,0002021 ASSISTANCE TO THOSE STRUGGLING WITH POVERTY
THE UP (UNLIMITED POTENTIAL) FOUNDATION
2420 MEMORIAL AVELYNCHBURGVA24501471960657501(C)(3)$17,500TO PROVIDE GENERAL PROGRAM SUPPORT
UNITED METHODIST FAMILY SERVICES OF VIRGINIA
20564 TIMBERLAKE RD STE ALYNCHBURGVA24502540505969501(C)(3)$8,500TO SUPPORT RECRUITMENT AND TRAINING OF FOSTER PARENTS
UNIVERSITY OF LYNCHBURG
1501 LAKESIDE DRLYNCHBURGVA24501540505922501(C)(3)$11,408ANNUAL DONOR-DESIGNATED GRANT; PROGRAM SUPPORT
SUSIE G GIBSON INC
PO BOX 61FORESTVA24551842724437501(C)(3)$5,000THE GIBSON LEGACY PROJECT

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient37RecipientCnt
Cash Grant$57,309CashGrantAmt
Valuation Method UsedFMVValuationMethodUsedDesc

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE TRUST HAS FINAL APPROVAL OF ALL GRANTS AND SCHOLARSHIPS TO INDIVIDUALS ARE MADE BASED ON AN APPROVED PROCESS INVOLVING SCHOLARSHIP COMMITTEES.ExplanationTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

FieldValueIRS element (for citing)
PersonCHRISTINA DELZINGAROPersonNm
FieldValueIRS element (for citing)
Relationship DescriptionBOARD MEMBERRelationshipDescriptionTxt
Transaction$21,366TransactionAmt
TransactionCHRISTINA DELZINGARO IS A BOARD MEMBER OF THE ORGANIZATION AND SHE IS THE CEO OF THE FREE CLINIC WHICH RECEIVED A GRANT FROM THE ORGANIZATION.TransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$52,500NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Real Estate Other RealEstateOtherGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$3,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesAPPRAISALMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE BOARD OF DIRECTORS REVIEWS AND APPROVES THE FORM 990 BEFORE THE RETURN IS FILED.
FORM 990, PART VI, SECTION B, LINE 12CTHE TRUST'S EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS REGULARLY REVIEWS ANY CONFLICTS OF INTEREST REPORTED ON THE CONFLICT OF INTEREST QUESTIONNAIRE.
FORM 990, PART VI, SECTION B, LINE 15THE PRESIDENT/CEO RECEIVES AN INFORMAL REVIEW WITH THE BOARD OF DIRECTORS WHICH IS USED TO SUBSTANTIATE THE PRESIDENT/CEO SALARY ADJUSTMENTS. THE BOARD CONSIDERS A VARIETY OF FACTORS IN CONJUNCTION WITH THE INFORMAL REVIEW TO DETERMINE THE PROPER SALARY ADJUSTMENT. DISCUSSION RELATED TO THE PRESIDENT/CEO SALARY ADJUSTMENTS IS DOCUMENTED IN THE ORGANIZATION'S RECORDED BOARD MINUTES.
FORM 990, PART VI, SECTION C, LINE 19THE TRUST MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC THROUGH THE TRUST'S WEBSITE. THERE IS AN ANNOUNCEMENT ON THE TRUST'S WEBSITE WHICH STATES THAT THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE AT THE TRUST'S OFFICE.
PART XII, LINE 2C EXPLANATIONTHE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT AND FOR THE SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS OR RESPONSIBILITY HAS NOT CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1GLCT INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11100 COMMERCE STREETAddressLine1Txt
CityLYNCHBURGCityNm
State AbbreviationVAStateAbbreviationCd
ZIP24504ZIPCd
FieldValueIRS element (for citing)
EIN546112680EIN
Primary ActivitiesTO RECEIVE AND ACCEPT PROPERTY TO BE ADMINISTERED EXCLUSIVELYPrimaryActivitiesTxt
Legal Domicile StateVALegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 8PublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1GREATER LYNCHBURG COMMUNITY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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