GREATER LYNCHBURG COMMUNITY FOUNDATION: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- GREATER LYNCHBURG COMMUNITY FOUNDATION (EIN 54-6112680)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-02-02
- IRS object ID
- 201710339349301556
- Schema version
- 2015v3.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-02-02T15:36:22-06:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560574444 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 828 Main St Ste 1801 | AddressLine1Txt |
| City | Lynchburg | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24504 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 546112680 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Greater Lynchburg Community Trust | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GREA | BusinessNameControlTxt |
| Phone | 4348456500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 Paulette Circle No B | AddressLine1Txt |
| City | Lynchburg | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24502 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | William Bodine | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 4348456500 | PhoneNum |
| Signature | 2017-01-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Samuel Johnson | PreparerPersonNm |
| PTIN | P00019699 | PTIN |
| Phone | 4348476643 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | William Bodine | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 Paulette Circle No B | AddressLine1Txt |
| City | Lynchburg | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24502 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $15,151,493 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.lynchburgtrust.org | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1972 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | DISTRIBUTE CONTRIBUTED FUNDS TO NON-PROFIT ORGANIZATIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Volunteers | 15 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $677,494 | PYContributionsGrantsAmt |
| CY Contributions Grants | $762,408 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,353,243 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,513,305 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $3,030,737 | PYTotalRevenueAmt |
| CY Total Revenue | $2,275,713 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,560,885 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,680,827 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $204,289 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $200,813 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $76,198 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $351,694 | PYOtherExpensesAmt |
| CY Other Expenses | $356,087 | CYOtherExpensesAmt |
| PY Total Expenses | $2,116,868 | PYTotalExpensesAmt |
| CY Total Expenses | $2,237,727 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $913,869 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $37,986 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $36,358,902 | TotalAssetsBOYAmt |
| Total Assets EOY | $34,319,854 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $678,150 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $619,988 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $35,680,752 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $33,699,866 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE 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 CHARITABLE ORGANIZATIONS WITHIN THE COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,981,590 | ExpenseAmt |
| Grant | $1,620,000 | GrantAmt |
| Desc | GRANTS 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $60,827 | ExpenseAmt |
| Grant | $60,827 | GrantAmt |
| Desc | SCHOLARSHIPS TO INDIVIDUALS ARE MADE BASED ON AN APPROVED PROCESS INVOLVING SCHOLARSHIP COMMITTEES. there were 48 scholarships awarded in FY 16. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,042,417 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 6 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 4 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | William Bodine | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4348456500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 PAULETTE CIRCLE SUITE B | AddressLine1Txt |
| City | LYNCHBURG | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24502 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| Mr John R Alford Jr | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Mr G Carl Boggess | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Mr Ernie Guill | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Mr Hylan T Hubbard III | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Ms Janice M Marston | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Mr Wallace G McKenna Jr | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Ms Ellen G Nygaard | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Dr Augustus A Petticolas Jr | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Mr Shawn D Stone | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Mr Marc A Schewel | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Mr Massie G Ware Jr | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Mr Charles B White | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Dr James W Wright | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Ms MaryJane Dolan | ||||||
| CHAIRPERSON/DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Mr James R Richards | ||||||
| VICE CHAIRMAN/DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Mr William Bodine | ||||||
| PRESIDENT/CEO | 40.00 | $62,837 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $62,837 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $762,408 | AllOtherContributionsAmt |
| Total Contributions | $762,408 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $715,850 | TotalRevenueColumnAmt |
| Exclusion | $715,850 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,672,618 | SecuritiesAmt |
| Other | $617 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,874,703 | SecuritiesAmt |
| Other | $1,077 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $797,915 | SecuritiesAmt |
| Other | -$460 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $797,455 | TotalRevenueColumnAmt |
| Exclusion | $797,455 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,275,713 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,513,305 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,620,000 | TotalAmt |
| Program Services | $1,620,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,827 | TotalAmt |
| Program Services | $60,827 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,720 | TotalAmt |
| Program Services | $39,888 | ProgramServicesAmt |
| Management And General | $19,944 | ManagementAndGeneralAmt |
| Fundraising | $39,888 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,908 | TotalAmt |
| Program Services | $32,764 | ProgramServicesAmt |
| Management And General | $32,763 | ManagementAndGeneralAmt |
| Fundraising | $16,381 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,388 | TotalAmt |
| Program Services | $2,156 | ProgramServicesAmt |
| Management And General | $2,155 | ManagementAndGeneralAmt |
| Fundraising | $1,077 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,797 | TotalAmt |
| Program Services | $5,519 | ProgramServicesAmt |
| Management And General | $2,759 | ManagementAndGeneralAmt |
| Fundraising | $5,519 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,804 | TotalAmt |
| Program Services | $158 | ProgramServicesAmt |
| Management And General | $1,646 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,100 | TotalAmt |
| Management And General | $9,100 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $256,012 | TotalAmt |
| Program Services | $256,012 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,526 | TotalAmt |
| Program Services | $11,412 | ProgramServicesAmt |
| Management And General | $2,114 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,239 | TotalAmt |
| Program Services | $4,166 | ProgramServicesAmt |
| Management And General | $7,052 | ManagementAndGeneralAmt |
| Fundraising | $9,021 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,362 | TotalAmt |
| Program Services | $5,745 | ProgramServicesAmt |
| Management And General | $5,745 | ManagementAndGeneralAmt |
| Fundraising | $2,872 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,782 | TotalAmt |
| Management And General | $14,782 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,568 | TotalAmt |
| Management And General | $1,568 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,083 | TotalAmt |
| Management And General | $8,083 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,420 | TotalAmt |
| Management And General | $3,420 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,514 | TotalAmt |
| Program Services | $1,151 | ProgramServicesAmt |
| Management And General | $3,363 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DUES & SUBSCRIPTIONS | $2,818 | $2,818 | ||
| YOUTH PHILANTHROPY | $2,619 | $2,619 | ||
| Property Maintenance | $1,800 | $1,800 | ||
| Development | $1,440 | $1,440 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,237,727 | TotalAmt |
| Program Services | $2,042,417 | ProgramServicesAmt |
| Management And General | $119,112 | ManagementAndGeneralAmt |
| Fundraising | $76,198 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $139,447 | BOYAmt |
| EOY | $102,064 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,357,952 | BOYAmt |
| EOY | $1,195,421 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $407,932 | BOYAmt |
| EOY | $309,016 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $52,780 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $45,032 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,599 | BOYAmt |
| EOY | $7,748 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,442,972 | BOYAmt |
| EOY | $32,705,605 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,358,902 | BOYAmt |
| EOY | $34,319,854 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,647 | BOYAmt |
| EOY | $10,863 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $580,136 | BOYAmt |
| EOY | $533,659 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,367 | BOYAmt |
| EOY | $75,466 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $678,150 | BOYAmt |
| EOY | $619,988 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,927,521 | BOYAmt |
| EOY | $5,476,846 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,637,013 | BOYAmt |
| EOY | $1,728,579 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,116,218 | BOYAmt |
| EOY | $26,494,441 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,680,752 | BOYAmt |
| EOY | $33,699,866 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,358,902 | BOYAmt |
| EOY | $34,319,854 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $37,986 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,004,352 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$14,520 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust | Yes (X) | CommunityTrustInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,354,627 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $840,061 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $963,227 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $677,494 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $762,408 | CurrentTaxYearAmt |
| Total | $5,597,817 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,354,627 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $840,061 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $963,227 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $677,494 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $762,408 | CurrentTaxYearAmt |
| Total | $5,597,817 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,224,763 | SubstantialContributorsTotAmt |
| Public Support Total170 | $4,373,054 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $488,327 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $698,829 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $755,949 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $767,994 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $715,850 | CurrentTaxYearAmt |
| Total | $3,426,949 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $9,024,766 | TotalSupportAmt |
| Public Support CY170 | 0.48460 | PublicSupportCY170Pct |
| Public Support PY170 | 0.49930 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 48 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 190 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $86,677 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $675,731 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $180,740 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $1,500,087 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $4,690,402 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $29,210,624 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,974,250 | BeginningYearBalanceAmt |
| Contributions | $388,763 | ContributionsAmt |
| Investment Earnings Or Losses | -$408,404 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,250,526 | GrantsOrScholarshipsAmt |
| Other Expenditures | $200,468 | OtherExpendituresAmt |
| Administrative Expenses | $239,154 | AdministrativeExpensesAmt |
| End Year Balance | $26,264,461 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,462,001 | BeginningYearBalanceAmt |
| Contributions | $518,865 | ContributionsAmt |
| Investment Earnings Or Losses | $608,937 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,175,244 | GrantsOrScholarshipsAmt |
| Other Expenditures | $203,758 | OtherExpendituresAmt |
| Administrative Expenses | $236,551 | AdministrativeExpensesAmt |
| End Year Balance | $27,974,250 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,953,077 | BeginningYearBalanceAmt |
| Contributions | $801,803 | ContributionsAmt |
| Investment Earnings Or Losses | $4,187,822 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,490,608 | GrantsOrScholarshipsAmt |
| Other Expenditures | $233,008 | OtherExpendituresAmt |
| Administrative Expenses | $2,757,085 | AdministrativeExpensesAmt |
| End Year Balance | $28,462,001 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,663,684 | BeginningYearBalanceAmt |
| Contributions | $607,412 | ContributionsAmt |
| Investment Earnings Or Losses | $3,214,440 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$1,075,266 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$169,409 | OtherExpendituresAmt |
| Administrative Expenses | -$222,866 | AdministrativeExpensesAmt |
| End Year Balance | $27,953,077 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,861,167 | BeginningYearBalanceAmt |
| Contributions | $2,176,319 | ContributionsAmt |
| Investment Earnings Or Losses | -$138,889 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$866,518 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$151,442 | OtherExpendituresAmt |
| Administrative Expenses | -$216,953 | AdministrativeExpensesAmt |
| End Year Balance | $25,133,510 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00100 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.95620 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.04270 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $52,780 | OtherCostOrOtherBasisAmt |
| Depreciation | $45,032 | DepreciationAmt |
| Book Value | $7,748 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $7,748 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | charitable gift annuity payable | Desc |
| Amt | $75,466 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $75,466 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | THE TRUST'S ENDOWMENT FUNDS ARE USED TO PROVIDE GRANTS TO 501(C)(3) ORGANIZATIONS. THE TRUST HAS INCLUDED $234,933 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. |
| 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, 2016 and 2015, 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. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (78 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Academy Center of the Arts Total | |||||||
| 600 Main Street | Lynchburg | VA | 24504 | 237061145 | 501(c)(3) | $13,415 | Annual donor-designated grant; TO FUND COMMUNITY ENGAGEMENT & OUTREACH INITI |
| Adult Care Center Total | |||||||
| PO Box 568 | Lynchburg | VA | 24503 | 541297050 | 501(c)(3) | $5,953 | Annual donor-designated grant; To purchase 30 MP-3 Players & Music |
| Altavista Area YMCA Total | |||||||
| PO Box 149 | Altavista | VA | 24517 | 540895639 | 501(c)(3) | $15,663 | Plymale Foundation; To support Childforms Playground Project |
| Altavista AreaCampbell County Habitat for Humanity Inc Total | |||||||
| PO Box 232 | Altavista | VA | 24517 | 541793590 | 501(c)(3) | $10,000 | TO SUPPORT 2015 BLITZ BUILD |
| Altavista EMS Total | |||||||
| PO Box 1 | Altavista | VA | 24517 | 521270373 | 501(c)(3) | $8,421 | To support replacement of heart monitors |
| Amazement Square Total | |||||||
| 27 Ninth Street | Lynchburg | VA | 24504 | 541713204 | 501(c)(3) | $19,098 | Annual donor-designated grant; To provide general support; To support Early |
| American Red Cross of the Blue Ridge Total | |||||||
| 1007 Sheffield Drive | Lynchburg | VA | 24502 | 530196605 | 501(c)(3) | $5,500 | To support disaster relief services and purchase marketing materials |
| Amherst Glebe Arts Response Inc Total | |||||||
| PO Box 117 | Clifford | VA | 245330117 | 061790232 | 501(c)(3) | $5,250 | To support AGAR Amherst Chamber Music project |
| Appomattox Literacy Intervention Program Total | |||||||
| 197 Breezy Hill Road | Spout Spring | VA | 24593 | 541779269 | 501(c)(3) | $10,050 | To fund Spot & Dot Reading Programs (three six-week programs) |
| Bedford Christian Free Clinic Total | |||||||
| PO Box 357 | Bedford | VA | 24523 | 541630812 | 501(c)(3) | $8,500 | To provide funding for in-house pharmacy program |
| Bedford Christian Ministries Association Inc Total | |||||||
| 217 W Washington Street | Bedford | VA | 24523 | 521414405 | 501(c)(3) | $10,000 | To support milk & egg voucher program |
| Bedford Community Christmas Station Inc Total | |||||||
| PO Box 1353 | Bedford | VA | 24523 | 421710753 | 501(c)(3) | $8,000 | To provide program support |
| Bedford Museum & Genealogical Library Total | |||||||
| 201 East Main Street | Bedford | VA | 24523 | 521316083 | 501(c)(3) | $5,500 | To support restoration of building |
| Big Brothers Big Sisters of Central VA Total | |||||||
| 2901 Langhorne Road | Lynchburg | VA | 24501 | 540908680 | 501(c)(3) | $11,585 | Annual donor-designated grant; To provide tutoring/mentoring support; To sup |
| Blue Ridge Area Food Bank Total | |||||||
| PO Box 937 | Verona | VA | 24482 | 521202644 | 501(c)(3) | $16,363 | Annual donor-designated grant; To purchase fresh produce for distribution |
| Blue Ridge Pregnancy Center Total | |||||||
| 1915 Thomson Drive | Lynchburg | VA | 24501 | 541912289 | 501(c)(3) | $10,500 | Assist expectant mothers to carry babies to term and either keep them once b |
| Boy Scouts of America - Blue Ridge Mtn Council Total | |||||||
| PO Box 7606 | Roanoke | VA | 24019 | 540912706 | 501(c)(3) | $6,500 | To suppor the Scoutreach Initiative |
| Boys & Girls Club of Greater Lynchburg Total | |||||||
| 1101 Madison Street | Lynchburg | VA | 24504 | 200199894 | 501(c)(3) | $15,221 | Annual donor-designated grant; To support the after school and summer school |
| Brook Hill Retirement Center for Horses Inc Total | |||||||
| 7289 Bellevue Road | Forest | VA | 24551 | 542058686 | 501(c)(3) | $6,000 | To support expansion of programs |
| Camp Kum-Ba-Yah Inc Total | |||||||
| 4415 Boonsboro Road | Lynchburg | VA | 24503 | 541218073 | 501(c)(3) | $15,902 | Annual donor-designated grant; Plymale Foundation; Camper scholarships; envi |
| CASA of Central Virginia Total | |||||||
| PO Box 11373 | Lynchburg | VA | 24506 | 541695593 | 501(c)(3) | $9,500 | Plymale Foundation; To support pre-service training program and volunteer re |
| Centra Foundation Total | |||||||
| 1920 Atherholt Road | Lynchburg | VA | 24501 | 541604094 | 501(c)(3) | $5,926 | Annual donor-designated grant |
| Children's Miracle Network Total | |||||||
| 1900 Tate Springs Road | Lynchburg | VA | 24501 | 541391700 | 501(c)(3) | $6,175 | Annual donor-designated grant |
| Churches for Urban Ministry Total | |||||||
| 1022 Floyd Street | Lynchburg | VA | 24501 | 541315808 | 501(c)(3) | $11,684 | To fund enrichment activities innovative programming |
| Court Street United Methodist Church Total | |||||||
| 621 Court St | Lynchburg | VA | 24504 | 540515742 | 501(c)(3) | $11,206 | Annual donor-designated grant; to provide funding for roof repair |
| E C Glass High School Athletics Total | |||||||
| 2111 Memorial Avenue | Lynchburg | VA | 24501 | 540918686 | 501(c)(3) | $5,498 | Annual donor-designated grant |
| Elizabeth's Early Learning Center Total | |||||||
| 2320 Bedford Avenue | Lynchburg | VA | 24503 | 541808771 | 501(c)(3) | $311,830 | To fund fencing repairs; annual donor-designated grant |
| Faith Christian Academy Total | |||||||
| PO Box 670 | Hurt | VA | 24563 | 541466895 | 501(c)(3) | $6,364 | Annual donor-designated grant |
| Free Clinic of Central Virginia Total | |||||||
| 1016 Main Street | Lynchburg | VA | 24504 | 541420756 | 501(c)(3) | $32,109 | Annual donor-designated grant; To support facility improvement project; Plym |
| Friends of the Lynchburg Public Library Total | |||||||
| 2315 Memorial Avenue | Lynchburg | VA | 24501 | 546059813 | 501(c)(3) | $7,361 | Annual donor-designated grant; Annual grant for Born to Read program |
| Friends of the Presbyterian Cemetery Total | |||||||
| 907 Bailey Street | Lynchburg | VA | 24504 | 472174454 | 501(c)(3) | $5,000 | To fund design work, construction and sprinkler work for Scatter Garden |
| Future Focus Foundation Total | |||||||
| 3506 Wards Road | Lynchburg | VA | 24502 | 270938465 | 501(c)(3) | $5,633 | To purchase equipment for two senior level courses & STEM Academy |
| Girl Scouts of Virginia Skyline Council Total | |||||||
| 3663 Peters Creek Road NW | Roanoke | VA | 240192809 | 540737207 | 501(c)(3) | $6,500 | To support Lynchburg Community Outreach Project |
| Girls on the Run of Greater Lynchburg Inc Total | |||||||
| 1713 12th Street | Lynchburg | VA | 245011953 | 262858200 | 501(c)(3) | $6,000 | To provide program support |
| Habitat for Humanity - Greater Lynchburg Total | |||||||
| 360 Alleghany Avenue | Lynchburg | VA | 245012606 | 541464802 | 501(c)(3) | $10,409 | Annual donor-designated grant; to purchase safety equipment |
| HumanKind Total | |||||||
| 150 Linden Avenue | Lynchburg | VA | 24503 | 540346118 | 501(c)(3) | $13,444 | Annual donor-designated grant; to support ways to work lynchburg; to provide |
| Interfaith Outreach Association Total | |||||||
| PO Box 1125 | Lynchburg | VA | 24505 | 541214253 | 501(c)(3) | $19,643 | Annual donor-designated grant; Plymale Foundation; Emergency Assistance; To |
| James Chamber Players Total | |||||||
| 1661 LeJack Circle | Forest | VA | 24551 | 465358747 | 501(c)(3) | $9,750 | To provide need-based scholarships for Summer Music Camp |
| James River Association Total | |||||||
| 4833 Old Main Street | Richmond | VA | 23231 | 510211913 | 501(c)(3) | $7,000 | To fund outdoor education opportunities for area students |
| Jefferson Choral Society Total | |||||||
| 1290 Enterprise Drive | Lynchburg | VA | 24502 | 541554423 | 501(c)(3) | $7,064 | To fund two Christmas concerts in Lynchburg (Glad Tidings We Bring); annual |
| Jones Memorial Library Total | |||||||
| 2311 Memorial Avenue | Lynchburg | VA | 24501 | 540505921 | 501(c)(3) | $9,721 | Annual donor-designated grant; to fund technology upgrade |
| Jubilee Family Development Center Total | |||||||
| 1512 Florida Avenue | Lynchburg | VA | 245014112 | 541881948 | 501(c)(3) | $24,570 | Annual donor-designated grant; to support after school programs; Plymale Fou |
| Lake Christian Ministries Inc Total | |||||||
| PO Box 695 | Moneta | VA | 241210695 | 542034650 | 501(c)(3) | $10,231 | Annual donor-designated grant; to provide program support |
| Legacy Project Inc Total | |||||||
| PO Box 308 | Lynchburg | VA | 24504 | 541771178 | 501(c)(3) | $20,726 | Annual donor-designated grant; to provide program support; to provide genera |
| Lutheran Family Services of Virginia Inc Total | |||||||
| 2609 McVitty Road | Roanoke | VA | 24018 | 541222012 | 501(c)(3) | $10,450 | To purchase specialized equipment for adults with disabilities |
| Lynchburg Beacon of Hope Total | |||||||
| PO Box 1261 | Lynchburg | VA | 24505 | 453797831 | 501(c)(3) | $17,878 | To support the Promise Campaign; to provide program support |
| Lynchburg City Schools Edu Fdn Inc Total | |||||||
| PO Box 2497 | Lynchburg | VA | 245051599 | 541385200 | 501(c)(3) | $12,515 | Annual donor-designated grant - Teacher Grant Program; annual donor-designat |
| Lynchburg Community Action Group Total | |||||||
| 1010 Main Street 2 | Lynchburg | VA | 24504 | 540797340 | 501(c)(3) | $12,203 | Annual donor-designated grant; to support the head start program; To support |
| Lynchburg Daily Bread Inc Total | |||||||
| 721 Clay Street | Lynchburg | VA | 24504 | 521268749 | 501(c)(3) | $24,460 | Annual donor-designated grant; to provide program support; Plymale Foundatio |
| Lynchburg Grows Total | |||||||
| PO Box 12039 | Lynchburg | VA | 24506 | 200934133 | 501(c)(3) | $22,782 | Annual donor-designated grant; To support Growing Virginia Community Food Sy |
| Lynchburg Humane Society Total | |||||||
| 1211 Old Graves Mill Road | Lynchburg | VA | 245024305 | 540570901 | 501(c)(3) | $19,357 | Annual donor-designated grant; To fund Behavior Modification Training Progra |
| Lynchburg Symphony Orchestra Total | |||||||
| 621 Court Street | Lynchburg | VA | 24504 | 521304854 | 501(c)(3) | $12,240 | Annual donor-designated grant; To support expansion of Youth Education Progr |
| Meals on Wheels Total | |||||||
| PO Box 1388 | Lynchburg | VA | 24505 | 237399875 | 501(c)(3) | $23,088 | Annual donor-designated grant; Plymale Foundation; to provide program suppor |
| Mental Health America of Central Virginia Total | |||||||
| 501 12th Street | Lynchburg | VA | 24504 | 540829479 | 501(c)(3) | $10,221 | To provide program support |
| Miller Home of Lynchburg Total | |||||||
| 2134 Westerly Drive | Lynchburg | VA | 24501 | 540505999 | 501(c)(3) | $10,101 | To fund purchase and installation of 3-ton heat pump |
| Miriam's House Total | |||||||
| PO Box 3196 | Lynchburg | VA | 245030196 | 541606543 | 501(c)(3) | $104,024 | To fund operational expenses of housing additional women; annual donor-desig |
| National D-Day Memorial Foundation Total | |||||||
| PO Box 77 | Bedford | VA | 24523 | 541504679 | 501(c)(3) | $11,700 | Annual donor-designated grant |
| New Vistas School Total | |||||||
| 520 Eldon Street | Lynchburg | VA | 24501 | 541273630 | 501(c)(3) | $29,712 | Annual donor-designated grant; to support scholarship program |
| Opera on the James Inc Total | |||||||
| PO Box 1450 | Lynchburg | VA | 24505 | 562521625 | 501(c)(3) | $17,895 | Annual donor-designated grant; To support Community Education and Engagement |
| Park View Community Mission Total | |||||||
| 2420 Memorial Avenue | Lynchburg | VA | 24501 | 540798225 | 501(c)(3) | $10,196 | To fund purchase and installation of heat pump system with back up heaters |
| Patrick Henry Family Services Total | |||||||
| PO Box 1398 | Brookneal | VA | 24528 | 540660819 | 501(c)(3) | $12,236 | To support technology improvements at Hat Creek; Youth Philanthropy Service |
| Reach Out and Read Virginia Total | |||||||
| 12929 Church Road | Richmond | VA | 23233 | 043481253 | 501(c)(3) | $5,500 | To provide program support |
| Rivermont Area Emergency Food Pantry Total | |||||||
| 1000 Langhorne Road | Lynchburg | VA | 24503 | 546024478 | 501(c)(3) | $7,500 | To purchase non-food necessities for the pantry |
| Rush Lifetime Homes Total | |||||||
| 1721 Monsview Place | Lynchburg | VA | 245021052 | 311519694 | 501(c)(3) | $9,468 | To support Resident Community Well-Being Pilot Program |
| SML Good Neighbors Inc Total | |||||||
| PO Box 2 | Moneta | VA | 24121 | 261274000 | 501(c)(3) | $6,000 | To support camp operational expenses |
| Society of St Andrew Inc Total | |||||||
| 3383 Sweet Hollow Road | Big Island | VA | 24526 | 541285793 | 501(c)(3) | $8,197 | To support Lynchburg Gleaning Network; Plymale Foundation |
| South Central Spay and Neuter Clinic Total | |||||||
| 1211 Old Graves Mill Road | Lynchburg | VA | 24502 | 263842124 | 501(c)(3) | $11,357 | Annual donor-designated grant |
| Southern Memorial Association Total | |||||||
| 401 Taylor Street | Lynchburg | VA | 24501 | 541737181 | 501(c)(3) | $17,579 | Annual donor-designated grant; To support the Chapel Dependency Project |
| STEP with Links Program Total | |||||||
| 200 S Durham | Lynchburg | VA | 24501 | 546001406 | 501(c)(3) | $8,862 | Annual donor-designated grant |
| The Arc of Central Virginia Total | |||||||
| 1508 Bedford Avenue | Lynchburg | VA | 24504 | 237221570 | 501(c)(3) | $12,225 | Plymale Foundation; to provide camper scholarships |
| The Link Project Inc Total | |||||||
| 1322 Pierce Street | Lynchburg | VA | 24501 | 300710685 | 501(c)(3) | $8,000 | To fund NYC tour for 24 participants of Intercultural Leadership Institute |
| The Salvation Army Total | |||||||
| 2215 Park Avenue | Lynchburg | VA | 24501 | 135562351 | 501(c)(3) | $17,063 | Annual donor-designated grant; To fund occupancy rate for Center of Hope for |
| United Way of Central Virginia Total | |||||||
| 1010 Miller Park Square | Lynchburg | VA | 24501 | 540505923 | 501(c)(3) | $18,135 | Annual donor-designated grant; Women's Leadership Council |
| Virginia Hunters Who Care Inc Total | |||||||
| PO Box 304 | Big Island | VA | 24526 | 541650687 | 501(c)(3) | $8,600 | To support distribution of venison to the hungry |
| Virginia Legal Aid Society Total | |||||||
| PO Box 6200 | Lynchburg | VA | 24505 | 510226448 | 501(c)(3) | $7,350 | To support Strengthening Families with Children Program |
| WordWorks Lynchburg Inc Total | |||||||
| 927 Church Street | Lynchburg | VA | 24504 | 462235127 | 501(c)(3) | $8,000 | To fund eight FutureWorks Sponsorships |
| YMCA of Central Virginia Total | |||||||
| 801 Wyndhurst Drive | Lynchburg | VA | 24502 | 540505924 | 501(c)(3) | $20,421 | To support 2016 Summer Learning Loss Prevention Program; Plymale Foundation |
| YWCA of Central Virginia Total | |||||||
| 626 Church Street | Lynchburg | VA | 24504 | 540506490 | 501(c)(3) | $16,163 | Annual donor-designated grant; To purchase phone system for Domestic Violenc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 78 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 48 | RecipientCnt |
| Cash Grant | $60,827 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | THE 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 ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11 | THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE FORM 990 BEFORE THE RETURN IS FILED. |
| Form 990, Part VI, Section B, line 12c | THE 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 15 | THE 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 19 | THE 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 XI, line 9: | UNREALIZED GAIN ON CHARITABLE TRUSTS -12,320. ANNUITY LIABILITY ADJUSTMENT -2,200. |
| 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GLCT INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 PAULETTE CIRCLE SUITE B | AddressLine1Txt |
| City | LYNCHBURG | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24502 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 546112680 | EIN |
| Primary Activities | TO RECEIVE AND ACCEPT PROPERTY TO BE ADMINISTERED EXCLUSIVELY FOR CHARITY | PrimaryActivitiesTxt |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | Line 8 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREATER LYNCHBURG COMMUNITY TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Comments