GREATER LYNCHBURG COMMUNITY FOUNDATION: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
GREATER LYNCHBURG COMMUNITY FOUNDATION (EIN 54-6112680)
Tax period
2018-07-01 to 2019-06-30
Filed
2019-12-19
IRS object ID
201933539349301223
Schema version
2018v3.1
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)
Return2019-12-19T15:30:23-06:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

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 Begin2018-07-01TaxPeriodBeginDt

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
Signature2019-12-19SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

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

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address23.25.106.77IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-12-19IPDt
IP Tm16:24:42IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdD7E835DFE6EDCBC02F02E9B5372D4030E9B5886EAtSubmissionCreationDeviceId
At Submission Filing Device IdD7E835DFE6EDCBC02F02E9B5372D4030E9B5886EAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

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$21,155,284GrossReceiptsAmt
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 Body14VotingMembersGoverningBodyCnt
Voting Members Independent14VotingMembersIndependentCnt
Total Employee3TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$470NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,120,095PYContributionsGrantsAmt
CY Contributions Grants$1,510,566CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$18,918CYProgramServiceRevenueAmt
PY Investment Income$2,958,169PYInvestmentIncomeAmt
CY Investment Income$1,999,921CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$4,078,264PYTotalRevenueAmt
CY Total Revenue$3,529,405CYTotalRevenueAmt
PY Grants And Similar Paid$1,736,756PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,659,937CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$206,715PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$221,572CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$96,699CYTotalFundraisingExpenseAmt
PY Other Expenses$411,667PYOtherExpensesAmt
CY Other Expenses$413,833CYOtherExpensesAmt
PY Total Expenses$2,355,138PYTotalExpensesAmt
CY Total Expenses$2,295,342CYTotalExpensesAmt
PY Revenues Less Expenses$1,723,126PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,234,063CYRevenuesLessExpensesAmt
Total Assets BOY$40,179,939TotalAssetsBOYAmt
Total Assets EOY$41,916,396TotalAssetsEOYAmt
Total Liabilities BOY$660,879TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,086,469TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$39,519,060NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$38,829,927NetAssetsOrFundBalancesEOYAmt
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$1,984,940ExpenseAmt
Grant$1,577,798GrantAmt
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$82,139ExpenseAmt
Grant$82,139GrantAmt
DescSCHOLARSHIPS TO INDIVIDUALS ARE MADE BASED ON AN APPROVED PROCESS INVOLVING SCHOLARSHIP COMMITTEES. THERE WERE 68 SCHOLARSHIPS AWARDED IN FY 19.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$2,067,079TotalProgramServiceExpensesAmt
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
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
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 Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
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 LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
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 Members14GoverningBodyVotingMembersCnt
Independent Voting Member14IndependentVotingMemberCnt
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 (15 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
DIRECTOR1.00Yes (X)$0$0$0
MS JENNIFER BRYANT-FOSTER
DIRECTOR1.00Yes (X)$0$0$0
MR HYLAN T HUBBARD III
VICE CHAIRMAN/DIRECTOR1.00Yes (X)$0$0$0Yes (X)
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
MR JAMES R RICHARDS
CHAIRMAN1.00Yes (X)$0$0$0Yes (X)
MR ERIC J SORENSON JR
DIRECTOR1.00Yes (X)$0$0$0
MR JOHN M STONE
DIRECTOR1.00Yes (X)$0$0$0
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
MR WILLIAM BODINE
PRESIDENT/CEO40.00$121,914$0$3,429Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$121,914TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$3,429TotalOtherCompensationAmt
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$1,510,566AllOtherContributionsAmt
Total Contributions$1,510,566TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescOPERATING FEE INCOMEDesc
Business525920BusinessCd
Total Revenue Column$18,918TotalRevenueColumnAmt
Exclusion$18,918ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$18,918TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$890,423TotalRevenueColumnAmt
Exclusion$890,423ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$18,735,377SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$17,625,879SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,109,498SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,109,498TotalRevenueColumnAmt
Exclusion$1,109,498ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,529,405TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$2,018,839ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,577,798TotalAmt
Program Services$1,577,798ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$82,139TotalAmt
Program Services$82,139ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$121,914TotalAmt
Program Services$48,766ProgramServicesAmt
Management And General$24,382ManagementAndGeneralAmt
Fundraising$48,766FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$78,574TotalAmt
Program Services$31,430ProgramServicesAmt
Management And General$31,430ManagementAndGeneralAmt
Fundraising$15,714FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$5,721TotalAmt
Program Services$2,289ProgramServicesAmt
Management And General$2,289ManagementAndGeneralAmt
Fundraising$1,143FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$15,363TotalAmt
Program Services$6,145ProgramServicesAmt
Management And General$3,073ManagementAndGeneralAmt
Fundraising$6,145FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$8,491TotalAmt
Management And General$8,491ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$8,400TotalAmt
Management And General$8,400ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$274,587TotalAmt
Program Services$274,587ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$29,175TotalAmt
Program Services$27,519ProgramServicesAmt
Management And General$1,656ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$24,304TotalAmt
Program Services$5,445ProgramServicesAmt
Management And General$9,896ManagementAndGeneralAmt
Fundraising$8,963FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$17,722TotalAmt
Program Services$7,089ProgramServicesAmt
Management And General$7,089ManagementAndGeneralAmt
Fundraising$3,544FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$18,928TotalAmt
Management And General$18,928ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,701TotalAmt
Management And General$2,701ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$3,620TotalAmt
Management And General$3,620ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,759TotalAmt
Management And General$1,759ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,481TotalAmt
Program Services$959ProgramServicesAmt
Management And General$2,522ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmtProgram ServicesProgramServicesAmt
DEVELOPMENT$12,424$12,424
DUES$5,328$5,328
YOUTH PHILANTHROPY$2,913$2,913

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,295,342TotalAmt
Program Services$2,067,079ProgramServicesAmt
Management And General$131,564ManagementAndGeneralAmt
Fundraising$96,699FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$145,269BOYAmt
EOY$255,242EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,405,311BOYAmt
EOY$1,893,560EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$489,894BOYAmt
EOY$574,630EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$5,609BOYAmt
EOY$6,810EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$51,232LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$47,675LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$5,315BOYAmt
EOY$3,557EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$38,128,541BOYAmt
EOY$39,145,770EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$36,827EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$40,179,939BOYAmt
EOY$41,916,396EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$14,207BOYAmt
EOY$16,941EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$576,905BOYAmt
EOY$514,948EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$69,767BOYAmt
EOY$2,554,580EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$660,879BOYAmt
EOY$3,086,469EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,558,369BOYAmt
EOY$5,560,675EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,005,258BOYAmt
EOY$4,864,293EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$28,955,433BOYAmt
EOY$28,404,959EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$39,519,060BOYAmt
EOY$38,829,927EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$40,179,939BOYAmt
EOY$41,916,396EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,234,063ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$133,133NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments-$2,056,329PriorPeriodAdjustmentsAmt
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$677,494CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$762,408CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,747,157CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,122,059CurrentTaxYearMinus1YearAmt
Current Tax Year$1,511,166CurrentTaxYearAmt
Total$5,820,284TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$677,494CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$762,408CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,747,157CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,122,059CurrentTaxYearMinus1YearAmt
Current Tax Year$1,511,166CurrentTaxYearAmt
Total$5,820,284TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,338,526SubstantialContributorsTotAmt
Public Support Total170$4,481,758PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$767,994CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$715,850CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$756,614CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$871,370CurrentTaxYearMinus1YearAmt
Current Tax Year$890,423CurrentTaxYearAmt
Total$4,002,251TotalAmt
FieldValueIRS element (for citing)
Total Support$9,822,535TotalSupportAmt
Public Support CY1700.45630PublicSupportCY170Pct
Public Support PY1700.44750PublicSupportPY170Pct
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 Held57DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held205FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$123,765DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$1,391,401FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$174,005DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$1,485,932FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$5,434,579DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$35,604,751FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$28,462,001BeginningYearBalanceAmt
Contributions$518,865ContributionsAmt
Investment Earnings Or Losses$608,937InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,175,244GrantsOrScholarshipsAmt
Other Expenditures$203,758OtherExpendituresAmt
Administrative Expenses$236,551AdministrativeExpensesAmt
End Year Balance$27,974,250EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00100BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.99900PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$51,232OtherCostOrOtherBasisAmt
Depreciation$47,675DepreciationAmt
Book Value$3,557BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$3,557TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
CHARITABLE GIFT ANNUITY PAYABLE$376,993
FUNDS HELD AS AGENCY ENDOWMENTS$2,177,587
FieldValueIRS element (for citing)
Total Liability$2,554,580TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$3,388,551TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$133,133NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$600DonatedServicesAndUseFcltsAmt
Revenue Not Reported$133,733RevenueNotReportedAmt
Revenue Subtotal$3,254,818RevenueSubtotalAmt
Investment Expenses Not Incld$274,587InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$274,587RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$3,529,405TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,021,355TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$600DonatedServicesUseFcltsAmt
Expenses Not Reported$600ExpensesNotReportedAmt
Expenses Subtotal$2,020,755ExpensesSubtotalAmt
Investment Expenses Not Incld2$274,587InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$274,587ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,295,342TotalExpensesPerForm990Amt

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, 2019 AND 2018, 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 $259,950 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 (89 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
ACADEMY CENTER OF THE ARTS
600 MAIN STREETLYNCHBURGVA24504237061145501(C)(3)$12,285ANNUAL DONOR-DESIGNATED GRANT; TO FUND COMMUNITY OUTREACH INITIATIVE
ADULT CARE CENTER
PO BOX 568LYNCHBURGVA24505541297050501(C)(3)$7,790ANNUAL DONOR-DESIGNATED GRANT; TO FUND SECURITY UPGRADES
ALTAVISTA AREA YMCA
PO BOX 149ALTAVISTAVA24517540895639501(C)(3)$25,000PLYMALE FOUNDATION;TO SUPPORT FAMILY CENTER RENOVATION & SECURITY PROJECT
ALTAVISTA AREACAMPBELL COUNTY HABITAT FOR HUMANITY INC
PO BOX 232ALTAVISTAVA24517541793590501(C)(3)$10,000TO SUPPORT CONSTRUCTION OF HOME IN 2018 HOUSING PARTNERSHIP PROGRAMTO SUPPORT CONSTRUCTION OF HOME IN 2018 HOUSING PARTNERSHIP PROGRAMTO SUPPORT CONSTRUCTION OF HOME IN 2018 HOUSING PARTNERSHIP PROGRAMTO SUPPORT CONSTRUCTION OF HOME IN 2018 HOUSING PARTNERSHIP PROGRAM
AMAZEMENT SQUARE
27 NINTH STREETLYNCHBURGVA24504541713204501(C)(3)$12,474ANNUAL DONOR-DESIGNATED GRANT; TO GENERAL SUPPORT; TO SUPPORT EARLY CHILDHOOD EDUCATION PROGRAM; TO SUPPORT "BEE IN THE KNOW" EXHIBITION
AMERICAN RED CROSS OF THE BLUE RIDGE
1007 SHEFFIELD DRLYNCHBURGVA24502530196605501(C)(3)$5,500TO PROVIDE GENERAL SUPPORT
AMHERST CARES
PO BOX 451AMHERSTVA24521460621650501(C)(3)$11,000TO PROVIDE FOOD TO INSECURE STUDENTS; YOUTH PHILANTHROPY
AMHERST GLEBE ARTS RESPONSE INC
PO BOX 117CLIFFORDVA24533061790232501(C)(3)$9,041TO SUPPORT AGAR MUSIC POETRY AND HUMANITIES
ANNE SPENCER MEMORIAL FOUNDATION
1313 PIERCE STREETLYNCHBURGVA24501521470973501(C)(3)$30,925ANNUAL DONOR DESIGNATED GRANT; TO FUND REPAIRS; TO PROVIDE GENERAL SUPPORT
APPOMATTOX LITERACY INTERVENTION PROGRAM
197 BREEZY HILL RDSPOUT SPRINGVA24593541779269501(C)(3)$6,800TO SUPPORT SPRING 2019 READING PROGRAMS
AVENEL FOUNDATION
PO BOX 686BEDFORDVA24523541345184501(C)(3)$7,500TO SUPPORT LOGGIA WALL RESTORATION
BEDFORD CHRISTIAN MINISTRIES ASSOCIATION INC
217 W WASHINGTON STBEDFORDVA24523521414405501(C)(3)$8,399TO SUPPORT FOOD DISTRIBUTION PROGRAM
BEDFORD COMMUNITY ORCHESTRA
1900 STATLER ROADMONTVALEVA24122541702458501(C)(3)$5,500TO SUPPORT THE MUSICIAN DEVELOPMENT & CONTINUING EDUCATION PROGRAM
BIG BROTHERS BIG SISTERS OF CENTRAL VA
2901 LANHORNE RDLYNCHBURGVA24501540908680501(C)(3)$8,088ANNUAL DONOR DESIGNATED GRANT; TO SUPPORT COMMUNITY BASED MENTORING PROGRAM
BLUE RIDGE AREA FOOD BANK
PO BOX 937VERONAVA24482521202644501(C)(3)$12,622ANNUAL DONOR-DESIGNATED GRANT; TO SUPPORT SUMMER KID PACKS PROGRAM
BOY SCOUTS OF AMERICA - BLUE RIDGE MTN COUNCIL
PO BOX 7606ROANOKEVA24019540912706501(C)(3)$6,000TO SUPPORT SCOUTREACH INITIATIVE
BOYS & GIRLS CLUB OF GREATER LYNCHBURG
1101 MADISON STREETLYNCHBURGVA24504200199894501(C)(3)$15,181ANNUAL DONOR DESIGNATED GRANT; TO SUPPORT CHILDREN'S EDUCATION PROGRAMS; YOUTH PHILANTHROPY
BROOK HILL RETIREMENT CENTER FOR HORSES INC
7289 BELLEVUE RDFORESTVA24551542058686501(C)(3)$8,771ANNUAL DONOR-DESIGNATED GRANT; TO PROVIDE NEED BASED SCHOLARSHIPS; TO PROVIDE GENERAL SUPPORT
CAMP KUM-BA-YAH INC
4415 BOONSBORO RDLYNCHBURGVA24503541218073501(C)(3)$12,714ANNUAL DONOR-DESIGNATED GRANT; TO SUPPORT SEND-A-KID TO CAMP; TO ASSIST WITH REPLACEMENT OF CAMSITE TARPS
CASA OF CENTRAL VIRGINIA
PO BOX 11373LYNCHBURGVA24506541695593501(C)(3)$14,075PLYMALE FOUNDATION; TO PROVIDE SUPPORT FOR TRAINING; TO PROVIDE FOR GENERAL SUPPORT
CENTRA FOUNDATION
1920 ATHERHOLT RDLYNCHBURGVA24501541604094501(C)(3)$5,755ANNUAL DONOR-DESIGNATED GRANT
CENTRAL VIRGINIA ALLIANCE FOR COMMUNITY LIVING
PO BOX 1390LYNCHBURGVA24505510189604501(C)(3)$7,236PLYMALE FOUNDATION; TO FUND LICENSE AND TRAINING, AND PURCHASE EQUIPMENT
CHARLOTTESVILLE BALLET
1885 SEMINOLE TRAIL SUITE 203CHARLOTTESVILLEVA22901900545068501(C)(3)$7,500TO PROVIDE GENERAL SUPPORT
CHILDREN'S MIRACLE NETWORK
1920 ATHERHOLT RDLYNCHBURGVA24501541391700501(C)(3)$6,202ANNUAL DONOR-DESIGNATION GRANT
CHURCHES FOR URBAN MINISTRY
1022 FLOYD STREETLYNCHBURGVA24501541315808501(C)(3)$24,000TO PROVIDE PROGRAM AND GENERAL SUPPORT
DEPAUL COMMUNITY RESOURCES
4859 WATERLICK ROADFORESTVA24551541108079501(C)(3)$6,000TO FUND IMPROVEMENTS & REPAIRS
EC GLASS HIGH SCHOOL ATHLETICS
2111 MEMORIAL AVELYNCHBURGVA24501540918686501(C)(3)$5,586ANNUAL DONOR-DESIGNATED GRANT
ELIZABETH'S EARLY LEARNING CENTER
2320 BEDFORD AVELYNCHBURGVA24503541808771501(C)(3)$313,976ANNUAL DONOR-DESIGNATED GRANT; TO FUND LED LIGHTING PROJECT
ENDSTATION THEATRE COMPANY
2500 RIVERMONT AVELYNCHBURGVA24503204962047501(C)(3)$6,000TO SUPPORT EMBARK! YOUTH THEATRE CONSEVATORY
FAITH CHRISTIAN ACADEMY
PO BOX 670HURTVA24563541466895501(C)(3)$6,144ANNUAL DONOR-DESIGNATED GRANT
FIRST PRESBYTERIAN CHURCH OF LYNCHBURG
1215 VES ROADLYNCHBURGVA24503236393377501(C)(3)$7,005TO PROVIDE GENERAL SUPPORT
FOOD FOR KIDS
5352 CLOVERDALE RDROANOKEVA24019474178458501(C)(3)$5,899TO SUPPORT THE WEEKEND PACK-A-SNACK PROGRAM
FREE CLINIC OF CENTRAL VIRGINIA
1016 MAIN STLYNCHBURGVA24504541420756501(C)(3)$30,707ANNUAL DONOR-DESIGNATED GRANT; PLYMALE FOUNDATION; TO PURCHASE MEDS & SUPPLIES FOR HOSPITAL & ED DIVERSION PROJECT
FRIENDS OF BEDFORD HOSPICE HOUSE INC
PO BOX 985BEDFORDVA24523203611474501(C)(3)$5,758ANNUAL DONOR-DESIGNATED GRANT; TO PROVIDE PROGRAM SUPPORT
HABITAT FOR HUMANITY - GREATER LYNCHBURG
360 ALLEHANY AVENUELYNCHBURGVA24501541464802501(C)(3)$13,989ANNUAL DONOR-DESIGNATED GRANT; TO SUPPORT BUILDING IMPROVEMENT; PLYMALE FOUNDATION
HOLIDAY LAKE 4-H EDUCATION CENTER FOR LYNCHBURG YOUTH
1267 4-H CAMP ROADAPPOMATTOXVA24522546003131501(C)(3)$6,000TO SUPPORT NATURAL RESOURCE EDUCATION PROGRAM
HUMANKIND
150 LINDEN AVENUELYNCHBURGVA24503540346118501(C)(3)$13,075ANNUAL DONOR DESIGNATED GRANT; TO PROVIDE PROGRAM SUPPORT; PLYMALE FOUNDATION
INTERFAITH OUTREACH ASSOCIATION
PO BOX 1125LYNCHBURGVA24505541214253501(C)(3)$19,161ANNUAL DONOR-DESIGNATED GRANT; TO SUPPORT EMERGENCY ASSISTATNCE, PROGRESSIVE RELEASE & INTERFAITH REBUILDS
IRON LIVES INC
112 SHADWELL LANEMADISON HEIGHTSVA24572463986194501(C)(3)$7,000TO FUND IRON PROGRAMS
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)$27,540TO FUND LIBRARY UPGRADES; TO SUPPORT CARDINAL FLY
JUBILEE FAMILY DEVELOPMENT CENTER
1512 FLORIDA AVELYNCHBURGVA24501541881948501(C)(3)$20,769ANNUAL DONOR-DESIGNATED GRANT; TO SUPPORT THE AFTER SCHOOL PROGRAM IN JAMES RIVER CROSSING; PLYMALE FOUNDATION; TO SUPPORT SUMMER ENRICHMENT CAMP
KUUMBA DANCE ENSEMBLE INC
3208 FOREST BROOK ROADLYNCHBURGVA24501822703017501(C)(3)$5,200TO FUND PURCHASE OF COSTUMES, EQUIPMENT, AND THEATRICAL PROPS
LAKE CHRISTIAN MINISTRIES
PO BOX 695MONETAVA24121542034650501(C)(3)$16,290ANNUAL DONOR-DESIGNATED GRANT; TO PROVIDE FUNDING FOR FOOD; FINANCIAL AID & NEW TOMORROWS
LEGACY PROJECT INC
PO BOX 308LYNCHBURGVA24504541771178501(C)(3)$19,701ANNUAL DONOR-DESIGNATED GRANT; TO PROVIDE PROGRAM SUPPORT
LYNCHBURG BEACON OF HOPE
PO BOX 1261LYNCHBURGVA24505453797831501(C)(3)$15,490YOUTH PHILANTHROPY; TO PROVIDE PROGRAM EXPANSION
LYNCHBURG CITY SCHOOLS EDU FDN INC
PO BOX 2497LYNCHBURGVA24505541385200501(C)(3)$14,946ANNUAL DONOR-DESIGNATED GRANT; TEACHER GRANT PROGRAM; TO SUPPORT TOPPER TOUCHDOWN CLUB; CLASSROOM INITIATIVE GRANTS
LYNCHBURG COMMUNITY ACTION GROUP
1010 MAIN STREET 2ND FLOORLYNCHBURGVA24504540797340501(C)(3)$5,338ANNUAL DONOR DESIGNATED GRANT; TO SUPPORT FREE TAX PREPARATION PROGRAM
LYNCHBURG DAILY BREAD INC
721 CLAY STREETLYNCHBURGVA24504521268749501(C)(3)$24,202ANNUAL DONOR-DESIGNATED GRANT; TO PROVIDE PROGRAM SUPPORT; PLYMALE FOUNDATION
LYNCHBURG GROWS
PO BOX 12039LYNCHBURGVA24506200934133501(C)(3)$12,502ANNUAL DONOR-DESIGNATED GRANT; TO PROVIDE GENERAL AND PROGRAM SUPPORT
LYNCHBURG HUMANE SOCIETY
1211 OLD GRAVES MILL RDLYNCHBURGVA24502540570901501(C)(3)$11,599ANNUAL DONOR-DESIGNATED GRANT; TO PURCHASE FOUND ANIMAL MICROCHIPS
LYNCHBURG SYMPHONY ORCHESTRA
621 COURT STLYNCHBURGVA24504521304854501(C)(3)$11,018ANNUAL DONOR-DESIGNATED GRANT; TO SUPPORT YOUTH EDUCATION PROGRAM
MARY BETHUNE ACADEMY DBA BETHUNE NURSERY INC
2249 HALIFAX STREETLYNCHBURGVA24501540541800501(C)(3)$8,899TO PURCHASE FOOD FOR MISSION
MEALS ON WHEELS
PO BOX 1388LYNCHBURGVA24505237399875501(C)(3)$20,098ANNUAL DONOR-DESIGNATED GRANT; PLYMALE FOUNDATION; TO PROVIDE PROGRAM SUPPORT
MILLER HOME OF LYNCHBURG
2134 WESTERLY DRLYNCHBURGVA24501540505999501(C)(3)$7,599TO FUND BATHROOM RENOVATIONS
MIRIAM'S HOUSE
PO BOX 3196LYNCHBURGVA24503541606543501(C)(3)$101,750ANNUAL DONOR-DESIGNATED GRANT; TO SUPPORT FACILITY EXPANSION
NATIONAL D-DAY MEMORIAL FOUNDATION
PO BOX 77BEDFORDVA24523541504679501(C)(3)$18,894ANNUAL DONOR-DESIGNATED GRANT; TO PURCHASE TABLES, CHAIRS, HEATERS ETC
NEW VISTAS SCHOOL
520 ELDON STREETLYNCHBURGVA24501541273630501(C)(3)$31,311ANNUAL DONOR-DESIGNATED GRANT; PLYMALE FOUNDATION; TO SUPPORT SCHOLARSHIP PROGRAM; TO PROVIDE GENERAL SUPPORT
OPERA ON THE JAMES INC
PO BOX 1450LYNCHBURGVA24505562521625501(C)(3)$16,955ANNUAL DONOR-DESIGNATED GRANT; TO SUPPORT OPERAWISE
PARK VIEW COMMUNITY MISSION
2420 MEMORIAL AVELYNCHBURGVA24501540798225501(C)(3)$12,000TO SUPPORT FOOD FOR THOUGHT
PATRICK HENRY FAMILY SERVICES
PO BOX 1398BROOKNEALVA24528540660819501(C)(3)$21,122ANNUAL DONOR-DESIGNATED GRANT FOR CHILD CARE SERVICES & FOR THE ACADEMY; TO SUPPORT LAUCH OF EXPANDED FAMILY CARE
POPLAR FOREST
PO BOX 419FORESTVT24551541258296501(C)(3)$7,000TO SUPPORT MR. JEFFERSON'S SALON SERIES
RANDOLPH COLLEGE
2500 RIVERMONT AVELYNCHBURGVA24503540505941501(C)(3)$8,014ANNUAL DONOR-DESIGNATED GRANT; TO PURCHASE INSTRUCMENTS FOR CHAMBER ORCHESTRA
RIVERMONT AREA EMERGENCY FOOD PANTRY
1000 LANGHORNE RDLYNCHBURGVA24503546024478501(C)(3)$6,500TO PURCHASE NON-FOOD NECESSITIES FOR PANTRY
RIVERSVIEWS ARTSPACE
901 JEFFERSON ST SUITE G3LYNCHBURGVA24504541736664501(C)(3)$10,000TO SUPPORT STUDIO 109 DIGITAL LAB BUILD
RUSH LIFETIME HOMES
PO BOX 879LYNCHBURGVA24505311519694501(C)(3)$6,000TO FUND TECHNOLOGY UPGRADE
SECOND STAGE AMHERST
PO BOX 342AMHERSTVA24521470964590501(C)(3)$6,000TO BUILD OUT, FURNISH, AND HARDWIRE COFFEE SHOP
SML GOOD NEIGHBORS INC
PO BOX 2MONETAVA24121261274000501(C)(3)$7,000TO PROVIDE SUPPORT FOR SUMMER ENRICHMENT CAMP
SOCIETY OF ST ANDREW INC
3383 SWEET HOLLOW RDBIG ISLANDVA24526541285793501(C)(3)$9,350TO SUPPORT LYNCHBURG GLEANING NETWORK; TO PROVIDE GENERAL PROGRAM SUPPORT
SOUTH CENTRAL SPAY AND NEUTER CLINIC
1211 OLD GRAVES MILL RDLYNCHBURGVA24502263842124501(C)(3)$11,003ANNUAL DONOR-DESIGNATED GRANT
SOUTHERN MEMORIAL ASSOCIATION
401 TAYLOR STLYNCHBURGVA24501541737181501(C)(3)$8,640ANNUAL DONOR-DESIGNATED GRANT; TO FUND WEBSITE UPGRADE
SPORTS OUTREACH INSTITUTE
PO BOX 11855LYNCHBURGVA24506541479310501(C)(3)$6,070TO FUND COSTS OF COACHES' TRAINING WEB PORTAL
STEP WITH LINKS PROGRAM
200 S DURHAMLYNCHBURGVA24501546001406501(C)(3)$10,072ANNUAL DONOR-DESIGNATED GRANT
SWEET BRIAR COLLEGE
PO BOX 1057SWEET BRIARVA24595540534105501(C)(3)$10,000TO FUND SCHOLARSHIPS FOR LOCAL STUDENTS
THE AGAPE CENTER
PO BOX 573MONETAVA24121264019295501(C)(3)$7,500TO FUND PAVING PARKING LOT
THE ARC OF CENTRAL VIRGINIA
1508 BEDFORD AVELYNCHBURGVA24504237221570501(C)(3)$11,000PLYMALE FOUNDATION; TO PURCHASE COMPUTER AND WEB-BASED APPLICATION
THE LINK PROJECT INC
1322 PIERCE STLYNCHBURGVA24501300710685501(C)(3)$11,000TO FUND INTERCULTURAL LEADERSHIP INSTITUTE STUDY TOUR
MOTHERHOOD COLLECTIVE
150 LINDEN AVENUELYNCHBURGVA24503540346118501(C)(3)$5,000TO FUND EXPANSION OF ON-SITE CHILD CARE PROGRAM
THE SEDALIA CENTER INC
1108 SEDALIA SCHOOL RDBIG ISLANDVA24526541578039501(C)(3)$9,834ANNUAL DONOR-DESIGNATED GRANT; TO FUND PURCHASE OF A SUBCOMPACT TRACTOR/MOWER
UNITED WAY OF CENTRAL VIRGINIA
1010 MILLER PARK SQUARELYNCHBURGVA24501540505923501(C)(3)$19,617ANNUAL DONOR-DESIGNATED GRANT; TO PROVIDE PROGRAM SUPPORT FOR SMART BEGINNINGS OF CENTRAL VA; TO FUND FOOD FOR THOUGHT
VECTOR SPACE
402 5TH STREETLYNCHBURGVA24504473633116501(C)(3)$5,700TO FUND SPONSORSHIP OF COMMUNITY EVENTS
VIRGINIA CENTER FOR INCLUSIVE COMMUNITIES
5511 STAPLES MILL RD STERICHMONDVA23228203188273501(C)(3)$8,500TO SUPPORT PROJECT INCLUSION
VIRGINIA CENTER FOR THE CREATIVE ARTS
154 SAN ANGELO DRAMHERSTVA24521237136000501(C)(3)$5,595ANNUAL DONOR-DESIGNATED GRANT; TO FUND TECHNOLOGY UPGRADE
VIRGINIA HUNTERS WHO CARE INC
PO BOX 304BIG ISLANDVA24526541650687501(C)(3)$9,000TO SUPPORT DISTRIBUTION OF VENISON TO THE HUNGRY
VIRGINIA LEGAL AID SOCIETY
PO BOX 6200LYNCHBURGVA24505510226448501(C)(3)$5,500TO PROVIDE PROGRAM SUPPORT FOR STRENGHTHENING FAMILIES WITH CHILDREN
VIRGINIA TECHNICAL INSTITUTE
201 OGDEN ROADALTAVISTAVA24517270338868501(C)(3)$10,000TO FUND ADVANCE TECHNOLOGY CLASSES PROJECT
WOLFBANE PRODUCTIONS
524 COUNTRY CLUB RDAPPOMATTOXVA24522271272773501(C)(3)$10,000TO PROVIDE PROGRAM SUPPORT
YMCA OF CENTRAL VIRGINIA
1309 CHURCH STREETLYNCHBURGVA24504540505924501(C)(3)$14,000TO PROVIDE GENERAL SUPPORT
YWCA OF CENTRAL VIRGINIA
626 CHURCH STLYNCHBURGVA24504540506490501(C)(3)$13,358ANNUAL DONOR-DESIGNATED GRANT; TO SUPPORT SECURITY UPGRADE

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient68RecipientCnt
Cash Grant$82,139CashGrantAmt
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 O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 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.
FORM 990, PART XII, LINE 2C:THE 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.
PART XI, LINE 8RESTATEMENT OF NET ASSETS TO RECLASSIFY AGENCY FUND ENDOWMENTS AS A LIABILITY. THE RESTATEMENT IS THE RESULT OF CLARIFICATION OF ASU 2016-14 AND 2018-08 FOR GAAP REPORTING.

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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