2017-02-02T15:36:22-06:00 2016-06-30 560574444 CHERRY BEKAERT LLP 828 Main St Ste 1801 Lynchburg VA 24504 990 2015-07-01 546112680 Greater Lynchburg Community Trust GREA 4348456500 101 Paulette Circle No B Lynchburg VA 24502 William Bodine PRESIDENT/CEO 4348456500 2017-01-30 1 Samuel Johnson P00019699 4348476643 2015 2021-01-29 14:40:06Z William Bodine 101 Paulette Circle No B Lynchburg VA 24502 15151493 0 X www.lynchburgtrust.org X 1972 VA DISTRIBUTE CONTRIBUTED FUNDS TO NON-PROFIT ORGANIZATIONS. 15 15 4 15 0 0 677494 762408 0 0 2353243 1513305 0 0 3030737 2275713 1560885 1680827 0 0 204289 200813 0 0 76198 351694 356087 2116868 2237727 913869 37986 36358902 34319854 678150 619988 35680752 33699866 X 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. 0 0 1981590 1620000 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. 60827 60827 SCHOLARSHIPS TO INDIVIDUALS ARE MADE BASED ON AN APPROVED PROCESS INVOLVING SCHOLARSHIP COMMITTEES. there were 48 scholarships awarded in FY 16. 2042417 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 6 0 1 4 1 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X William Bodine 4348456500 101 PAULETTE CIRCLE SUITE B LYNCHBURG VA 24502 Mr John R Alford Jr DIRECTOR 1.00 X 0 0 0 Mr G Carl Boggess DIRECTOR 1.00 X 0 0 0 Mr Ernie Guill DIRECTOR 1.00 X 0 0 0 Mr Hylan T Hubbard III DIRECTOR 1.00 X 0 0 0 Ms Janice M Marston DIRECTOR 1.00 X 0 0 0 Mr Wallace G McKenna Jr DIRECTOR 1.00 X 0 0 0 Ms Ellen G Nygaard DIRECTOR 1.00 X 0 0 0 Dr Augustus A Petticolas Jr DIRECTOR 1.00 X 0 0 0 Mr Shawn D Stone DIRECTOR 1.00 X 0 0 0 Mr Marc A Schewel DIRECTOR 1.00 X 0 0 0 Mr Massie G Ware Jr DIRECTOR 1.00 X 0 0 0 Mr Charles B White DIRECTOR 1.00 X 0 0 0 Dr James W Wright DIRECTOR 1.00 X 0 0 0 Ms MaryJane Dolan CHAIRPERSON/DIRECTOR 1.00 X X 0 0 0 Mr James R Richards VICE CHAIRMAN/DIRECTOR 1.00 X X 0 0 0 Mr William Bodine PRESIDENT/CEO 40.00 X 62837 0 0 62837 0 0 0 0 0 0 0 762408 762408 715850 715850 13672618 617 12874703 1077 797915 -460 797455 797455 2275713 0 0 1513305 1620000 1620000 60827 60827 99720 39888 19944 39888 81908 32764 32763 16381 5388 2156 2155 1077 13797 5519 2759 5519 1804 158 1646 9100 9100 256012 256012 13526 11412 2114 20239 4166 7052 9021 14362 5745 5745 2872 14782 14782 1568 1568 8083 8083 3420 3420 4514 1151 3363 DUES & SUBSCRIPTIONS 2818 2818 YOUTH PHILANTHROPY 2619 2619 Property Maintenance 1800 1800 Development 1440 1440 2237727 2042417 119112 76198 139447 102064 1357952 1195421 407932 309016 52780 45032 10599 7748 34442972 32705605 36358902 34319854 19647 10863 580136 533659 78367 75466 678150 619988 X 6927521 5476846 2637013 1728579 26116218 26494441 35680752 33699866 36358902 34319854 X 37986 -2004352 -14520 X X 0 1 X 1 0 X 2354627 840061 963227 677494 762408 5597817 2354627 840061 963227 677494 762408 5597817 1224763 4373054 488327 698829 755949 767994 715850 3426949 9024766 0.48460 0.49930 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 48 190 86677 675731 180740 1500087 4690402 29210624 1 1 27974250 388763 -408404 1250526 200468 239154 26264461 28462001 518865 608937 1175244 203758 236551 27974250 27953077 801803 4187822 1490608 233008 2757085 28462001 22663684 607412 3214440 -1075266 -169409 -222866 27953077 21861167 2176319 -138889 -866518 -151442 -216953 25133510 0.00100 0.95620 0.04270 0 0 52780 45032 7748 7748 charitable gift annuity payable 75466 75466 X 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. 1 Academy Center of the Arts Total 600 Main Street Lynchburg VA 24504 237061145 501(c)(3) 13415 Annual donor-designated grant; TO FUND COMMUNITY ENGAGEMENT & OUTREACH INITI Adult Care Center Total PO Box 568 Lynchburg VA 24503 541297050 501(c)(3) 5953 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) 15663 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) 10000 TO SUPPORT 2015 BLITZ BUILD Altavista EMS Total PO Box 1 Altavista VA 24517 521270373 501(c)(3) 8421 To support replacement of heart monitors Amazement Square Total 27 Ninth Street Lynchburg VA 24504 541713204 501(c)(3) 19098 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) 5500 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) 5250 To support AGAR Amherst Chamber Music project Appomattox Literacy Intervention Program Total 197 Breezy Hill Road Spout Spring VA 24593 541779269 501(c)(3) 10050 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) 8500 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) 10000 To support milk & egg voucher program Bedford Community Christmas Station Inc Total PO Box 1353 Bedford VA 24523 421710753 501(c)(3) 8000 To provide program support Bedford Museum & Genealogical Library Total 201 East Main Street Bedford VA 24523 521316083 501(c)(3) 5500 To support restoration of building Big Brothers Big Sisters of Central VA Total 2901 Langhorne Road Lynchburg VA 24501 540908680 501(c)(3) 11585 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) 16363 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) 10500 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) 6500 To suppor the Scoutreach Initiative Boys & Girls Club of Greater Lynchburg Total 1101 Madison Street Lynchburg VA 24504 200199894 501(c)(3) 15221 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) 6000 To support expansion of programs Camp Kum-Ba-Yah Inc Total 4415 Boonsboro Road Lynchburg VA 24503 541218073 501(c)(3) 15902 Annual donor-designated grant; Plymale Foundation; Camper scholarships; envi CASA of Central Virginia Total PO Box 11373 Lynchburg VA 24506 541695593 501(c)(3) 9500 Plymale Foundation; To support pre-service training program and volunteer re Centra Foundation Total 1920 Atherholt Road Lynchburg VA 24501 541604094 501(c)(3) 5926 Annual donor-designated grant Children's Miracle Network Total 1900 Tate Springs Road Lynchburg VA 24501 541391700 501(c)(3) 6175 Annual donor-designated grant Churches for Urban Ministry Total 1022 Floyd Street Lynchburg VA 24501 541315808 501(c)(3) 11684 To fund enrichment activities innovative programming Court Street United Methodist Church Total 621 Court St Lynchburg VA 24504 540515742 501(c)(3) 11206 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) 5498 Annual donor-designated grant Elizabeth's Early Learning Center Total 2320 Bedford Avenue Lynchburg VA 24503 541808771 501(c)(3) 311830 To fund fencing repairs; annual donor-designated grant Faith Christian Academy Total PO Box 670 Hurt VA 24563 541466895 501(c)(3) 6364 Annual donor-designated grant Free Clinic of Central Virginia Total 1016 Main Street Lynchburg VA 24504 541420756 501(c)(3) 32109 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) 7361 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) 5000 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) 5633 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) 6500 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) 6000 To provide program support Habitat for Humanity - Greater Lynchburg Total 360 Alleghany Avenue Lynchburg VA 245012606 541464802 501(c)(3) 10409 Annual donor-designated grant; to purchase safety equipment HumanKind Total 150 Linden Avenue Lynchburg VA 24503 540346118 501(c)(3) 13444 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) 19643 Annual donor-designated grant; Plymale Foundation; Emergency Assistance; To James Chamber Players Total 1661 LeJack Circle Forest VA 24551 465358747 501(c)(3) 9750 To provide need-based scholarships for Summer Music Camp James River Association Total 4833 Old Main Street Richmond VA 23231 510211913 501(c)(3) 7000 To fund outdoor education opportunities for area students Jefferson Choral Society Total 1290 Enterprise Drive Lynchburg VA 24502 541554423 501(c)(3) 7064 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) 9721 Annual donor-designated grant; to fund technology upgrade Jubilee Family Development Center Total 1512 Florida Avenue Lynchburg VA 245014112 541881948 501(c)(3) 24570 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) 10231 Annual donor-designated grant; to provide program support Legacy Project Inc Total PO Box 308 Lynchburg VA 24504 541771178 501(c)(3) 20726 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) 10450 To purchase specialized equipment for adults with disabilities Lynchburg Beacon of Hope Total PO Box 1261 Lynchburg VA 24505 453797831 501(c)(3) 17878 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) 12515 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) 12203 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) 24460 Annual donor-designated grant; to provide program support; Plymale Foundatio Lynchburg Grows Total PO Box 12039 Lynchburg VA 24506 200934133 501(c)(3) 22782 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) 19357 Annual donor-designated grant; To fund Behavior Modification Training Progra Lynchburg Symphony Orchestra Total 621 Court Street Lynchburg VA 24504 521304854 501(c)(3) 12240 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) 23088 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) 10221 To provide program support Miller Home of Lynchburg Total 2134 Westerly Drive Lynchburg VA 24501 540505999 501(c)(3) 10101 To fund purchase and installation of 3-ton heat pump Miriam's House Total PO Box 3196 Lynchburg VA 245030196 541606543 501(c)(3) 104024 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) 11700 Annual donor-designated grant New Vistas School Total 520 Eldon Street Lynchburg VA 24501 541273630 501(c)(3) 29712 Annual donor-designated grant; to support scholarship program Opera on the James Inc Total PO Box 1450 Lynchburg VA 24505 562521625 501(c)(3) 17895 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) 10196 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) 12236 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) 5500 To provide program support Rivermont Area Emergency Food Pantry Total 1000 Langhorne Road Lynchburg VA 24503 546024478 501(c)(3) 7500 To purchase non-food necessities for the pantry Rush Lifetime Homes Total 1721 Monsview Place Lynchburg VA 245021052 311519694 501(c)(3) 9468 To support Resident Community Well-Being Pilot Program SML Good Neighbors Inc Total PO Box 2 Moneta VA 24121 261274000 501(c)(3) 6000 To support camp operational expenses Society of St Andrew Inc Total 3383 Sweet Hollow Road Big Island VA 24526 541285793 501(c)(3) 8197 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) 11357 Annual donor-designated grant Southern Memorial Association Total 401 Taylor Street Lynchburg VA 24501 541737181 501(c)(3) 17579 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) 8862 Annual donor-designated grant The Arc of Central Virginia Total 1508 Bedford Avenue Lynchburg VA 24504 237221570 501(c)(3) 12225 Plymale Foundation; to provide camper scholarships The Link Project Inc Total 1322 Pierce Street Lynchburg VA 24501 300710685 501(c)(3) 8000 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) 17063 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) 18135 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) 8600 To support distribution of venison to the hungry Virginia Legal Aid Society Total PO Box 6200 Lynchburg VA 24505 510226448 501(c)(3) 7350 To support Strengthening Families with Children Program WordWorks Lynchburg Inc Total 927 Church Street Lynchburg VA 24504 462235127 501(c)(3) 8000 To fund eight FutureWorks Sponsorships YMCA of Central Virginia Total 801 Wyndhurst Drive Lynchburg VA 24502 540505924 501(c)(3) 20421 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) 16163 Annual donor-designated grant; To purchase phone system for Domestic Violenc 78 0 SCHOLARSHIPS 48 60827 Part I, Line 2: THE TRUST HAS FINAL APPROVAL OF ALL GRANTS AND SCHOLARSHIPS TO INDIVIDUALS ARE MADE BASED ON AN APPROVED PROCESS INVOLVING SCHOLARSHIP COMMITTEES. 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. GLCT INC 101 PAULETTE CIRCLE SUITE B LYNCHBURG VA 24502 546112680 TO RECEIVE AND ACCEPT PROPERTY TO BE ADMINISTERED EXCLUSIVELY FOR CHARITY VA 501(C)(3) Line 8 GREATER LYNCHBURG COMMUNITY TRUST 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0