GREATER LYNCHBURG COMMUNITY FOUNDATION: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
GREATER LYNCHBURG COMMUNITY FOUNDATION (EIN 54-6112680)
Tax period
2019-07-01 to 2020-06-30
Filed
2020-12-22
IRS object ID
202023579349301002
Schema version
2019v5.1
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)
Return2020-12-22T10:02:41-06:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

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 Begin2019-07-01TaxPeriodBeginDt

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
Signature2020-12-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAMY A GALLAGHER CPAPreparerPersonNm
PTINP00884747PTIN
Phone4348467611PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
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$16,345,986GrossReceiptsAmt
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 Body15VotingMembersGoverningBodyCnt
Voting Members Independent15VotingMembersIndependentCnt
Total Employee3TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,510,566PYContributionsGrantsAmt
CY Contributions Grants$800,069CYContributionsGrantsAmt
PY Program Service Revenue$18,918PYProgramServiceRevenueAmt
CY Program Service Revenue$20,603CYProgramServiceRevenueAmt
PY Investment Income$1,999,921PYInvestmentIncomeAmt
CY Investment Income$1,845,167CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$3,529,405PYTotalRevenueAmt
CY Total Revenue$2,665,839CYTotalRevenueAmt
PY Grants And Similar Paid$1,659,937PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,863,493CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$221,572PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$215,578CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$86,341CYTotalFundraisingExpenseAmt
PY Other Expenses$413,833PYOtherExpensesAmt
CY Other Expenses$400,765CYOtherExpensesAmt
PY Total Expenses$2,295,342PYTotalExpensesAmt
CY Total Expenses$2,479,836CYTotalExpensesAmt
PY Revenues Less Expenses$1,234,063PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$186,003CYRevenuesLessExpensesAmt
Total Assets BOY$41,916,396TotalAssetsBOYAmt
Total Assets EOY$41,688,939TotalAssetsEOYAmt
Total Liabilities BOY$3,086,469TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,487,442TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$38,829,927NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$38,201,497NetAssetsOrFundBalancesEOYAmt
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$2,197,448ExpenseAmt
Grant$1,793,766GrantAmt
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$69,727ExpenseAmt
Grant$69,727GrantAmt
DescSCHOLARSHIPS TO INDIVIDUALS ARE MADE BASED ON AN APPROVED PROCESS INVOLVING SCHOLARSHIP COMMITTEES. THERE WERE 68 SCHOLARSHIPS AWARDED IN FY 20.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$2,267,175TotalProgramServiceExpensesAmt
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 Contri0DeductibleNonCashContriInd
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 Members15GoverningBodyVotingMembersCnt
Independent Voting Member15IndependentVotingMemberCnt
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 (16 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 ERNIE GUILL
DIRECTOR1.00Yes (X)$0$0$0
MS SARAH HOUCK
DIRECTOR1.00Yes (X)$0$0$0
MR WILLIAM BODINE
PRESIDENT/CEO40.00$123,540$0$3,532Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$123,540TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$3,532TotalOtherCompensationAmt
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$800,069AllOtherContributionsAmt
Total Contributions$800,069TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescOPERATING FEE INCOMEDesc
Business525920BusinessCd
Total Revenue Column$20,603TotalRevenueColumnAmt
Exclusion$20,603ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$20,603TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$854,907TotalRevenueColumnAmt
Exclusion$854,907ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$14,670,407SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$13,680,147SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$990,260SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$990,260TotalRevenueColumnAmt
Exclusion$990,260ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,665,839TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,865,770ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,793,766TotalAmt
Program Services$1,793,766ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$69,727TotalAmt
Program Services$69,727ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$120,709TotalAmt
Program Services$48,284ProgramServicesAmt
Management And General$24,141ManagementAndGeneralAmt
Fundraising$48,284FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$74,171TotalAmt
Program Services$29,669ProgramServicesAmt
Management And General$29,669ManagementAndGeneralAmt
Fundraising$14,833FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$5,821TotalAmt
Program Services$2,329ProgramServicesAmt
Management And General$2,329ManagementAndGeneralAmt
Fundraising$1,163FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$14,877TotalAmt
Program Services$5,951ProgramServicesAmt
Management And General$2,975ManagementAndGeneralAmt
Fundraising$5,951FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,898TotalAmt
Management And General$1,898ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$8,500TotalAmt
Management And General$8,500ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$278,526TotalAmt
Program Services$278,526ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$27,520TotalAmt
Program Services$26,002ProgramServicesAmt
Management And General$1,518ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$20,213TotalAmt
Program Services$4,664ProgramServicesAmt
Management And General$9,770ManagementAndGeneralAmt
Fundraising$5,779FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$17,402TotalAmt
Program Services$6,961ProgramServicesAmt
Management And General$6,961ManagementAndGeneralAmt
Fundraising$3,480FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$19,764TotalAmt
Management And General$19,764ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,655TotalAmt
Management And General$1,655ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$3,738TotalAmt
Management And General$3,738ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$2,230TotalAmt
Management And General$2,230ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$4,406TotalAmt
Management And General$4,406ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmtProgram ServicesProgramServicesAmt
DEVELOPMENT$6,851$6,851
DUES$6,766$6,766
YOUTH PHILANTHROPY$1,296$1,296

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,479,836TotalAmt
Program Services$2,267,175ProgramServicesAmt
Management And General$126,320ManagementAndGeneralAmt
Fundraising$86,341FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$255,242BOYAmt
EOY$346,319EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,893,560BOYAmt
EOY$2,053,578EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$574,630BOYAmt
EOY$365,389EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$6,810BOYAmt
EOY$7,276EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$53,891LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$45,702LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$3,557BOYAmt
EOY$8,189EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$39,145,770BOYAmt
EOY$38,881,993EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$36,827BOYAmt
EOY$26,195EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$41,916,396BOYAmt
EOY$41,688,939EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$16,941BOYAmt
EOY$17,694EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$514,948BOYAmt
EOY$749,066EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,554,580BOYAmt
EOY$2,720,682EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,086,469BOYAmt
EOY$3,487,442EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,560,675BOYAmt
EOY$5,340,697EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$33,269,252BOYAmt
EOY$32,860,800EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$38,829,927BOYAmt
EOY$38,201,497EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$41,916,396BOYAmt
EOY$41,688,939EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$186,003ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$814,433NetUnrlzdGainsLossesInvstAmt
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$762,408CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,747,157CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,122,059CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,511,166CurrentTaxYearMinus1YearAmt
Current Tax Year$800,669CurrentTaxYearAmt
Total$5,943,459TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$762,408CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,747,157CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,122,059CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,511,166CurrentTaxYearMinus1YearAmt
Current Tax Year$800,669CurrentTaxYearAmt
Total$5,943,459TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,256,663SubstantialContributorsTotAmt
Public Support Total170$4,686,796PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$715,850CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$756,614CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$871,370CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$890,423CurrentTaxYearMinus1YearAmt
Current Tax Year$854,907CurrentTaxYearAmt
Total$4,089,164TotalAmt
FieldValueIRS element (for citing)
Total Support$10,032,623TotalSupportAmt
Public Support CY1700.46720PublicSupportCY170Pct
Public Support PY1700.45630PublicSupportPY170Pct
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 Held59DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held216FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$306,058DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$494,011FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$218,700DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$1,441,237FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$5,617,942DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$35,239,667FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$27,974,250BeginningYearBalanceAmt
Contributions$388,763ContributionsAmt
Investment Earnings Or Losses-$408,404InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,250,526GrantsOrScholarshipsAmt
Other Expenditures$200,468OtherExpendituresAmt
Administrative Expenses$239,154AdministrativeExpensesAmt
End Year Balance$26,264,461EndYearBalanceAmt
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$45,702DepreciationAmt
Book Value$8,189BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$8,189TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
CHARITABLE GIFT ANNUITY PAYABLE$526,761
FUNDS HELD AS AGENCY ENDOWMENTS$2,193,921
FieldValueIRS element (for citing)
Total Liability$2,720,682TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,573,480TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$814,433NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$600DonatedServicesAndUseFcltsAmt
Revenue Not Reported-$813,833RevenueNotReportedAmt
Revenue Subtotal$2,387,313RevenueSubtotalAmt
Investment Expenses Not Incld$278,526InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$278,526RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,665,839TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,201,910TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$600DonatedServicesUseFcltsAmt
Expenses Not Reported$600ExpensesNotReportedAmt
Expenses Subtotal$2,201,310ExpensesSubtotalAmt
Investment Expenses Not Incld2$278,526InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$278,526ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,479,836TotalExpensesPerForm990Amt

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, 2020 AND 2019, 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 $256,233 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 (97 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
ACADEMY CENTER OF THE ARTS
600 MAIN STREETLYNCHBURGVA24504237061145501(C)(3)$13,091ANNUAL DONOR-DESIGNATED GRANT; TO FUND COMMUNITY OUTREACH INITIATIVE
ALTAVISTA AREA YMCA
PO BOX 149ALTAVISTAVA24517540895639501(C)(3)$8,100PLYMALE FOUNDATION;TO PROVIDE PROGRAM SUPPORT
ALTAVISTA AREACAMPBELL COUNTY HABITAT FOR HUMANITY INC
PO BOX 232ALTAVISTAVA24517541793590501(C)(3)$10,000TO SUPPORT CONSTRUCTION OF HOME IN 2019 HOUSING PARTNERSHIP PROGRAM
AMAZEMENT SQUARE
27 NINTH STREETLYNCHBURGVA24504541713204501(C)(3)$10,324ANNUAL DONOR-DESIGNATED GRANT; TO SUPPORT MIDDLE SCHOOL STEM/MATH ENRICHMENT; TO SUPPORT SMART BEG EARLY CHILDHOOD EDUCATION VENTURE; TO SUPPORT GENWORTH EDUCATION CENTER
AMERICAN RED CROSS OF THE BLUE RIDGE
1007 SHEFFIELD DRLYNCHBURGVA24502530196605501(C)(3)$6,500TO SUPPORT HOME FIRE CAMPAIGN; DELIVERY RELIEF AND RECOVERY AND SAVING LIVES
AMHERST CARES
PO BOX 451AMHERSTVA24521460621650501(C)(3)$10,000TO PURCHASE FOOD FOR AT-HOME DELIVERY PROGRAM DURING COVID
AMHERST GLEBE ARTS RESPONSE INC
PO BOX 117CLIFFORDVA24533061790232501(C)(3)$9,250TO SUPPORT AMHERST CHAMBER MUSIC,JAVA & JAZZ, HUMANITIES, ARTS IN HEALTH & SCIENCES 19/20
APPOMATTOX LITERACY INTERVENTION PROGRAM
197 BREEZY HILL RDSPOUT SPRINGVA24593541779269501(C)(3)$6,000TO SUPPORT SPOT & DOT THE BOOK BUSES
AVENEL FOUNDATION
PO BOX 686BEDFORDVA24523541345184501(C)(3)$7,000TO FUND CHIMNEY REPAIRS
BEDFORD CHRISTIAN MINISTRIES ASSOCIATION INC
217 W WASHINGTON STBEDFORDVA24523521414405501(C)(3)$8,000TO SUPPORT FOOD DISTRIBUTION PROGRAM
BEDFORD COMMUNITY ORCHESTRA
1900 STATLER RDMONTVALEVA24122541702458501(C)(3)$6,000TO SUPPORT THE MUSICIAN DEVELOPMENT & CONTINUING EDUCATION PROGRAM
BIG BROTHERS BIG SISTERS OF CENTRAL VA
2901 LANHORNE RDLYNCHBURGVA24501540908680501(C)(3)$9,204ANNUAL DONOR DESIGNATED GRANT; TO SUPPORT COMMUNITY BASED MENTORING PROGRAM; PLYMALE FOUNDATION
BLUE RIDGE AREA FOOD BANK
PO BOX 937VERONAVA24482521202644501(C)(3)$12,532ANNUAL DONOR-DESIGNATED GRANT; TO SUPPORT SUMMER KID PACKS PROGRAM
BOY SCOUTS OF AMERICA - BLUE RIDGE MTN COUNCIL
PO BOX 7606ROANOKEVA24019540912706501(C)(3)$6,003TO SUPPORT SCOUTREACH INITIATIVE
BOYS & GIRLS CLUB OF GREATER LYNCHBURG
1101 MADISON STREETLYNCHBURGVA24504200199894501(C)(3)$13,860ANNUAL DONOR DESIGNATED GRANT; TO SUPPORT ACADEMIC SUCCESS PROGRAM MODEL
BROOK HILL RETIREMENT CENTER FOR HORSES INC
7289 BELLEVUE RDFORESTVA24551542058686501(C)(3)$9,449ANNUAL DONOR-DESIGNATED GRANT; TO PROVIDE SCHOLARSHIP ASSISTANCE FOR AT-RISK YOUTH IN EQUINE THERAPY; TO PROVIDE GENERAL SUPPORT
CAMP KUM-BA-YAH INC
4415 BOONSBORO RDLYNCHBURGVA24503541218073501(C)(3)$16,948ANNUAL DONOR-DESIGNATED GRANT; TO PROVIDE FUNDING FOR SCHOARSHIPS AND REPAIRS TO BRIDGES
CASA OF CENTRAL VIRGINIA
PO BOX 11373LYNCHBURGVA24506541695593501(C)(3)$25,381ANNUAL DONOR-DESIGNATED GRANT; YOUTH PHILANTHROPY; TO PROVIDE FUNDING FOR PRE-SERVICE TRAINING; TO PROVIDE FOR GENERAL SUPPORT
CENTRA FOUNDATION
1920 ATHERHOLT RDLYNCHBURGVA24501541604094501(C)(3)$6,527ANNUAL DONOR-DESIGNATED GRANT
CENTRAL VIRGINIA ALLIANCE FOR COMMUNITY LIVING
PO BOX 1390LYNCHBURGVA24505510189604501(C)(3)$6,000TO SUPPORT RENOVATION OF MEAL PREP & COMMUNITY EDUCATION PROGRAM
CHARLOTTESVILLE BALLET
1885 SEMINOLE TRAIL SUITE 203CHARLOTTESVILLEVA22901900545068501(C)(3)$5,000TO SUPPORT RESIDENT DANCY COMPANY IN LYNCHBURG AND EXPAND COMMUNITY ENGAGEMENT PROGRAMS
CHILDREN'S MIRACLE NETWORK
1920 ATHERHOLT RDLYNCHBURGVA24501541391700501(C)(3)$6,367ANNUAL DONOR-DESIGNATION GRANT
CHURCHES FOR URBAN MINISTRY
1022 FLOYD STREETLYNCHBURGVA24501541315808501(C)(3)$19,000TO PROVIDE PROGRAM AND GENERAL SUPPORT
DEPAUL COMMUNITY RESOURCES
4859 WATERLICK ROADFORESTVA24551541108079501(C)(3)$5,000TO SUPPORT OPTIONS DAY SUPPORT PROGRAMS
EC GLASS HIGH SCHOOL ATHLETICS
2111 MEMORIAL AVELYNCHBURGVA24501540918686501(C)(3)$5,716ANNUAL DONOR-DESIGNATED GRANT
ELIZABETH'S EARLY LEARNING CENTER
2320 BEDFORD AVELYNCHBURGVA24503541808771501(C)(3)$310,320ANNUAL DONOR-DESIGNATED GRANT; TO FUND REPLACEMENT OF NINE SKYLIGHTS IN BUILDING
ENDSTATION THEATRE COMPANY
2500 RIVERMONT AVELYNCHBURGVA24503204962047501(C)(3)$5,000TO SUPPORT COMMUNITY CENTERED NEW WORKS PROGRAM
FAITH CHRISTIAN ACADEMY
PO BOX 670HURTVA24563541466895501(C)(3)$6,216ANNUAL DONOR-DESIGNATED GRANT
FREE CLINIC OF CENTRAL VIRGINIA
1016 MAIN STLYNCHBURGVA24504541420756501(C)(3)$138,209ANNUAL DONOR-DESIGNATED GRANT; PLYMALE FOUNDATION; RENOVATE MAIN ST LOCATION; TO PROVIDE FUNDING FOR HOSPITAL & ED DIVERSION PROJECT
FRIENDS OF THE LYNCHBURG PUBLIC LIBRARY
2315 MEMORIAL AVELYNCHBURGVA24501546059813501(C)(3)$7,345ANNUAL DONOR-DESIGNATED GRANT; TO SUPPORT TECHNOLOGY UPGRADE
HOLIDAY LAKE 4-H EDUCATION CENTER FOR LYNCHBURG YOUTH
1267 4-H CAMP ROADAPPOMATTOXVA24522546003131501(C)(3)$5,000TO SUPPORT NATURAL RESOURCE EDUCATION PROGRAM
HUMANKIND
150 LINDEN AVENUELYNCHBURGVA24503540346118501(C)(3)$9,858ANNUAL DONOR DESIGNATED GRANT; TO SUPPORT WAYS TO WORK PROGRAM
INTERFAITH OUTREACH ASSOCIATION
PO BOX 1125LYNCHBURGVA24505541214253501(C)(3)$26,370ANNUAL DONOR-DESIGNATED GRANT; TO PROVIDE PROGRAM SUPPORT; PLYMALE FOUNDATION
IRON LIVES INC
112 SHADWELL LANEMADISON HEIGHTSVA24572463986194501(C)(3)$7,000TO PROVIDE PROGRAM SUPPORT AND GENERAL SUPPORT
JAMES RIVER ASSOCIATION
4833 OLD MAIN STRICHMONDVA23231510211913501(C)(3)$8,000TO PROVIDE ENVIRONMENTAL EDUCATION FOR STUDENTS
JAMES RIVER DAY SCHOOL
5039 BOONSBORO RDLYNCHBURGVA24503540891225501(C)(3)$25,295TO SUPPORT CARDINAL FLY
JUBILEE FAMILY DEVELOPMENT CENTER
1512 FLORIDA AVELYNCHBURGVA24501541881948501(C)(3)$22,094ANNUAL DONOR-DESIGNATED GRANT; TO SUPPORT SUMMER ENRICHMENT CAMP; PLYMALE FOUNDATION;
KUUMBA DANCE ENSEMBLE INC
3208 FOREST BROOK ROADLYNCHBURGVA24501822703017501(C)(3)$6,200TO PROVIDE PROGRAM SUPPORT
LAKE CHRISTIAN MINISTRIES
PO BOX 695MONETAVA24121542034650501(C)(3)$16,269ANNUAL DONOR-DESIGNATED GRANT; TO PROVIDE PROGRAM SUPPORT
LEGACY PROJECT INC
PO BOX 308LYNCHBURGVA24504541771178501(C)(3)$18,913ANNUAL DONOR-DESIGNATED GRANT; TO PROVIDE FUNDING FOR EXHIBIT UPDATE, GENERAL PROGRAM AND WORKSHOPS
LYNCHBURG BEACON OF HOPE
PO BOX 1261LYNCHBURGVA24505453797831501(C)(3)$14,750TO SUPPORT KIDS TO COLLEGE INITIATIVE; TO PROVIDE GENERAL PROGRAM SUPPORT
LYNCHBURG CITY SCHOOLS EDU FDN INC
PO BOX 2497LYNCHBURGVA24505541385200501(C)(3)$22,863ANNUAL DONOR-DESIGNATED GRANT; TEACHER GRANT PROGRAM; TO PROVIDE GENERAL PROGRAM SUPPORT; YOUTH PHILANTHROPY; TO PROVIDE FUNDING FOR INNOVATIVE GRANTS
LYNCHBURG COMMUNITY ACTION GROUP
1010 MAIN STREET 2ND FLOORLYNCHBURGVA24504540797340501(C)(3)$5,352ANNUAL DONOR DESIGNATED GRANT; TO SUPPORT FREE TAX PREPARATION PROGRAM
LYNCHBURG DAILY BREAD INC
721 CLAY STREETLYNCHBURGVA24504521268749501(C)(3)$40,161ANNUAL DONOR-DESIGNATED GRANT; TO PROVIDE PROGRAM SUPPORT; PLYMALE FOUNDATION; TO SUPPORT PURCHASE OF REFRIGERATED CARGO VAN
LYNCHBURG GROWS
PO BOX 12039LYNCHBURGVA24506200934133501(C)(3)$23,221ANNUAL DONOR-DESIGNATED GRANT; TO PURCHASE GARDENING SUPPLIES FOR JOB TRAINING ACTIVITIES FOR HEALTH LYNCHBURG PROJECT; TO PROVIDE FUNDING FOR OPERATIONAL SUPPORT; TO SUPPORT CAPITAL CAMPAIGN
LYNCHBURG HUMANE SOCIETY
1211 OLD GRAVES MILL RDLYNCHBURGVA24502540570901501(C)(3)$22,904ANNUAL DONOR-DESIGNATED GRANT; TO FUND 252+ ADOPTION FEES; TO PROVIDE GENERAL SUPPORT
LYNCHBURG SYMPHONY ORCHESTRA
621 COURT STLYNCHBURGVA24504521304854501(C)(3)$12,609ANNUAL DONOR-DESIGNATED GRANT; TO SUPPORT YOUTH EDUCATION CONCERT PROGRAM
MEALS ON WHEELS
PO BOX 1388LYNCHBURGVA24505237399875501(C)(3)$31,173ANNUAL DONOR-DESIGNATED GRANT; PLYMALE FOUNDATION; TO PROVIDE PROGRAM SUPPORT; TO FUND YOUTH EDUCATION CONCERT SERIES; TO PROVIDE MEALS FOR THE HUNGRY
MILLER HOME OF LYNCHBURG
2134 WESTERLY DRLYNCHBURGVA24501540505999501(C)(3)$9,103TO PURCHASE VEHICLE FOR TRANSPORTATION NEEDS
MIRIAM'S HOUSE
PO BOX 3196LYNCHBURGVA24503541606543501(C)(3)$106,757ANNUAL DONOR-DESIGNATED GRANT; TO PROVIDE GENERAL SUPPORT FOR MAGNOLIA STREET HOUSING; PLYMALE FOUNDATION; TO PROVIDE PROGRAM SUPPORT
NATIONAL D-DAY MEMORIAL FOUNDATION
PO BOX 77BEDFORDVA24523541504679501(C)(3)$17,621ANNUAL DONOR-DESIGNATED GRANT; TO FUND SECURITY & SAFETY ENHANCEMENTS PROJECTS
NEW VISTAS SCHOOL
520 ELDON STREETLYNCHBURGVA24501541273630501(C)(3)$29,775ANNUAL DONOR-DESIGNATED GRANT; TO PROVIDE FUNDING FOR NEED-BASED SCHOLARSHIPS
OPERA ON THE JAMES INC
PO BOX 1450LYNCHBURGVA24505562521625501(C)(3)$14,632ANNUAL DONOR-DESIGNATED GRANT; TO SUPPORT REPLACEMENT OF CURRENT WIFI SERVICE
PARK VIEW COMMUNITY MISSION
2420 MEMORIAL AVELYNCHBURGVA24501540798225501(C)(3)$32,942TO PURCHASE FOOD & HYGIENE ITEMS FOR WEEKEND FOOD BAGS; TO PROVIDE GENERAL SUPPORT
PATRICK HENRY FAMILY SERVICES
PO BOX 1398BROOKNEALVA24528540660819501(C)(3)$19,620ANNUAL DONOR-DESIGNATED GRANT FOR CHILD CARE SERVICES & FOR THE ACADEMY; TO PROVIDE PROGRAM SUPPORT
RANDOLPH COLLEGE
2500 RIVERMONT AVELYNCHBURGVA24503540505941501(C)(3)$8,159ANNUAL DONOR-DESIGNATED GRANT; TO FUND CREATION OF CIRRICULUM GUIDE LINKING SCIFEST ACTIVITIES WITH VIRGINIA SOL
RIVERMONT AREA EMERGENCY FOOD PANTRY
1000 LANGHORNE RDLYNCHBURGVA24503546024478501(C)(3)$7,945TO PURCHASE NON-FOOD NECESSITIES FOR FOOD PANTRY
RIVERSVIEWS ARTSPACE
901 JEFFERSON ST SUITE G3LYNCHBURGVA24504541736664501(C)(3)$10,000TO SUPPORT WINDOW REPLACEMENT PROJECT
RUSH LIFETIME HOMES
PO BOX 879LYNCHBURGVA24505311519694501(C)(3)$7,000TO FUND BALANCE OF PROPERTY MANAGEMENT SOFTWARE, IMPLEMENATION AND TRAINING; TO PROVIDE GENERAL OPERATING SUPPORT
SML GOOD NEIGHBORS INC
PO BOX 2MONETAVA24121261274000501(C)(3)$5,000TO SUPPORT BEDFORD CAMP OPEARATIONS EXPENSES
SOCIETY OF ST ANDREW INC
3383 SWEET HOLLOW RDBIG ISLANDVA24526541285793501(C)(3)$9,033TO SUPPORT LYNCHBURG GLEANING NETWORK
SOUTH CENTRAL SPAY AND NEUTER CLINIC
1211 OLD GRAVES MILL RDLYNCHBURGVA24502263842124501(C)(3)$11,221ANNUAL DONOR-DESIGNATED GRANT
SOUTHERN MEMORIAL ASSOCIATION
401 TAYLOR STLYNCHBURGVA24501541737181501(C)(3)$5,497ANNUAL DONOR-DESIGNATED GRANT
SWEET BRIAR COLLEGE
PO BOX 1057SWEET BRIARVA24595540534105501(C)(3)$11,000TO FUND SCHOLARSHIPS FOR LOCAL STUDENTS; ANNUAL DONOR-DESIGNATED GRANT FOR ANNUAL FUND
THE ARC OF CENTRAL VIRGINIA
1508 BEDFORD AVELYNCHBURGVA24504237221570501(C)(3)$8,500TO PURCHASE EQUIPMENT FOR SENSORY ROOM
THE LINK PROJECT INC
1322 PIERCE STLYNCHBURGVA24501300710685501(C)(3)$8,000TO FUND INTERCULTURAL LEADERSHIP INSTITUTE STUDY TOUR
MOTHERHOOD COLLECTIVE
150 LINDEN AVENUELYNCHBURGVA24503540346118501(C)(3)$5,000TO FUND ADMINISTRATIVE EXPENSES
THE SEDALIA CENTER INC
1108 SEDALIA SCHOOL RDBIG ISLANDVA24526541578039501(C)(3)$8,852ANNUAL DONOR-DESIGNATED GRANT; TO SUPPORT REPLACEMENT OF ROOF
UNITED WAY OF CENTRAL VIRGINIA
1010 MILLER PARK SQUARELYNCHBURGVA24501540505923501(C)(3)$38,290ANNUAL DONOR-DESIGNATED GRANT; CORONAVIRUS RESPONSE & RELIEF FUND
VECTOR SPACE
402 5TH STREETLYNCHBURGVA24504473633116501(C)(3)$5,300TO PROVIDE FUNDING FOR ANNUAL COMMUNITY EVENTS
VIRGINIA CENTER FOR INCLUSIVE COMMUNITIES
5511 STAPLES MILL RD STERICHMONDVA23228203188273501(C)(3)$7,500TO SUPPORT LYNCHBURG PROJECT INCLUSION
VIRGINIA CENTER FOR THE CREATIVE ARTS
154 SAN ANGELO DRAMHERSTVA24521237136000501(C)(3)$5,611ANNUAL DONOR-DESIGNATED GRANT; TO SUPPORT GAZEBO RESTORATION PROJECT
VIRGINIA HUNTERS WHO CARE INC
PO BOX 304BIG ISLANDVA24526541650687501(C)(3)$8,945TO SUPPORT DISTRIBUTION OF VENISON TO THE HUNGRY
VIRGINIA LEGAL AID SOCIETY
PO BOX 6200LYNCHBURGVA24505510226448501(C)(3)$11,484TO PROVIDE GENERAL SUPPORT; TO SUPPORT STRENGTHENING FAMILIES WITH CHILDREN PROGRAM
WOLFBANE PRODUCTIONS
524 COUNTRY CLUB RDAPPOMATTOXVA24522271272773501(C)(3)$10,000TO SUPPORT APPOMATTOX: ARTS & CULTURE
YMCA OF CENTRAL VIRGINIA
1309 CHURCH STREETLYNCHBURGVA24504540505924501(C)(3)$10,000TO PROVIDE GENERAL SUPPORT; TO PROVIDE PROGRAM SUPPORT - POWER SCHOLARS ACADEMY 2020
YWCA OF CENTRAL VIRGINIA
626 CHURCH STLYNCHBURGVA24504540506490501(C)(3)$13,783ANNUAL DONOR-DESIGNATED GRANT; TO PROVIDE FUNDING FOR FACILITY UPGRADES
BEDFORD COMMUNITY CHRISTMAS STATION
PO BOX 1353BEDFORDVA24523421710753501(C)(3)$8,445TO PROVIDE PROGRAM SUPPORT
BLUE RIDGE PREGNANCY CENTER
1915 THOMSON DRLYNCHBURGVA24501541912289501(C)(3)$13,592TO PROVIDE GENERAL PROGRAM SUPPORT
CAMPBELL CO EDUCATIONAL FOUNDATION
PO BOX 99RUSTBURGVA24588820988857501(C)(3)$6,500TUITION, BOOKS & SUPPLY NEEDS OF STUDENTS IN THE CVCC/CAMPBELL CO DUAL ENROLLMENT PROGRAM; PLYMALE FOUNDATION
CHILDREN'S ASSISTIVE TECHNOLOGY SERVICES
3579 KEMP FORD RDUNION HALLVA24176464866068501(C)(3)$9,000TO SUPPORT THE PASS IT ON PROJECT
GIRLS ON THE RUN OF GREATER LYNCHBURG INC
1713 12TH STLYNCHBURGVA24501262858200501(C)(3)$5,500TO SUPPORT GOTH INCLUSION INITIATIVE
GLEANING FOR THE WORLD
PO BOX 645CONCORDVA24538541930105501(C)(3)$8,945TO SUPPORT PURCHASE OF A TRACTOR
LYNCHBURG ARTS CLUB
1011 RIVERMONT AVELYNCHBURGVA24504541283632501(C)(3)$6,000TO FUND ROOF REPAIRS
LYNCHBURG COVENANT FELLOWSHIP INC
412 MADISON STLYNCHBURGVA24504546026892501(C)(3)$10,000TO PROVIDE FUNDING FOR MANAGEMENT OFFICE ROOF REPAIR
LYNCHBURG MUSEUM FOUNDATION
PO BOX 529LYNCHBURGVA24505541906894501(C)(3)$7,340ANNUAL DONOR-DESIGNATED GRANT; TO PROVIDE EXHIBIT SUPPORT FOR "SOMMEMORATING 100 YEARS OF WOMEN'S SUFFRAGE IN LYNCHBURG"
NEIGHBORS HELPING NEIGHBORS OF AMHERST CO
PO BOX 1015MADISON HEIGHTSVA24572811190315501(C)(3)$10,500TO PURCHASE FORKLIFT FOR PALLET TRANSPORT
OPUS87 MUSIC INC
230 W 140TH STNEW YORKNY10030841884152501(C)(3)$5,500TO SUPPORT SEVEN HILLS CHAMBER MUSIC FESTIVAL
REACH OUT AND READ VIRGINIA
89 SOUTH ST STE 200BOSTONMA02111043481253501(C)(3)$6,000TO PROVIDE GENERAL PROGRAM SUPPORT & OPERATING SUPPORT
THE LISTENING
PO BOX 515LYNCHBURGVA24505812429529501(C)(3)$6,000TO FUND NATIONAL PROGRAM FEE FOR FREEDOM SCHOOL FOR ONE YEAR
THE SALVATION ARMY
PO BOX 2314LYNCHBURGVA24504135562351501(C)(3)$20,220ANNUAL DONOR-DESIGNATED GRANT; TO FUND OCCUPANCY RATE FOR CENTER OF HOPE; TO PROVIDE GENERAL SUPPORT
WHARTON MEMORIAL FOUNDATION
PO BOX 713BEDFORDVA24523541807995501(C)(3)$8,000TO SUPPORT OCMPLETEION OF CHILDREN'S GARDEN PROJECT
AMHERST MUSEUM & HISTORICAL SOCIETY
PO BOX 741AMHERSTVA24521541031215501(C)(3)$5,000TO FUND "STUDYING THE PAST; 1761 TO PRESENT DAY DIGGING DEEPER"
AMHERST COUNTY PUBLIC SCHOOLS EDUCATION FOUNDATION
PO BOX 1425AMHERSTVA24521541769234501(C)(3)$5,000TO FUND MINI-GRANTS TO CREATE INNOVATIVE CLASSROOMS
BEDFORD AREA EDUCATIONAL FOUNDATION
PO BOX 2434FORESTVA24551364499678501(C)(3)$5,000TO FUND TEACHER-INITIATED EDUCATIONAL ENRICHMENT PROJECTS
HILL CITY MASTER GARDNER ASSOCIATION
PO BOX 2275LYNCHBURGVA24505541370756501(C)(3)$5,000TO SUPPORT CONSTRUCTION OF A PAVILION
ROADS TO RECOVERY
3000 LANGHORNE RDLYNCHBURGVA24501542056367501(C)(3)$5,000TO FUND HEALTH & WELLNESS IN RECOVERY PROJECT

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient68RecipientCnt
Cash Grant$69,727CashGrantAmt
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$138,209TransactionAmt
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 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

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.