GREATER LYNCHBURG COMMUNITY FOUNDATION: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
GREATER LYNCHBURG COMMUNITY FOUNDATION (EIN 54-6112680)
Tax period
2014-07-01 to 2015-06-30
Filed
2016-02-08
IRS object ID
201630399349301608
Schema version
2014v6.0
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

FieldValueIRS element (for citing)
Return2016-02-08T14:38:14-06:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN560574444PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CHERRY BEKAERT LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1828 MAIN ST STE 1701AddressLine1Txt
CityLYNCHBURGCityNm
State AbbreviationVAStateAbbreviationCd
ZIP24504ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN546112680EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GREATER LYNCHBURG COMMUNITY TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGREABusinessNameControlTxt
Phone4348456500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1101 PAULETTE CIRCLE NO BAddressLine1Txt
CityLYNCHBURGCityNm
State AbbreviationVAStateAbbreviationCd
ZIP24502ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM BODINEPersonNm
Person TitlePRESIDENT/CEOPersonTitleTxt
Phone4348456500PhoneNum
Signature2016-02-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSAMUEL JOHNSONPreparerPersonNm
PTINP00019699PTIN
Phone4348476643PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-08-17 19:52:53ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerWILLIAM BODINEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1101 PAULETTE CIRCLE NO BAddressLine1Txt
CityLYNCHBURGCityNm
State AbbreviationVAStateAbbreviationCd
ZIP24502ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$13,972,774GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.LYNCHBURGTRUST.ORGWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1972FormationYr
Legal Domicile StateVALegalDomicileStateCd
Activity Or MissionDISTRIBUTE CONTRIBUTED FUNDS TO NON-PROFIT ORGANIZATIONS.ActivityOrMissionDesc
Voting Members Governing Body15VotingMembersGoverningBodyCnt
Voting Members Independent15VotingMembersIndependentCnt
Total Employee3TotalEmployeeCnt
Total Volunteers26TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$963,227PYContributionsGrantsAmt
CY Contributions Grants$677,494CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$2,358,096PYInvestmentIncomeAmt
CY Investment Income$2,353,243CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$3,321,323PYTotalRevenueAmt
CY Total Revenue$3,030,737CYTotalRevenueAmt
PY Grants And Similar Paid$1,490,608PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,560,885CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$192,757PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$204,289CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$78,357CYTotalFundraisingExpenseAmt
PY Other Expenses$333,620PYOtherExpensesAmt
CY Other Expenses$351,694CYOtherExpensesAmt
PY Total Expenses$2,016,985PYTotalExpensesAmt
CY Total Expenses$2,116,868CYTotalExpensesAmt
PY Revenues Less Expenses$1,304,338PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$913,869CYRevenuesLessExpensesAmt
Total Assets BOY$36,890,241TotalAssetsBOYAmt
Total Assets EOY$36,358,902TotalAssetsEOYAmt
Total Liabilities BOY$580,427TotalLiabilitiesBOYAmt
Total Liabilities EOY$678,150TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$36,309,814NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$35,680,752NetAssetsOrFundBalancesEOYAmt
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 CHARITABLE ORGANIZATIONS WITHIN THE COMMUNITY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,925,618ExpenseAmt
Grant$1,560,885GrantAmt
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. SCHOLARSHIPS TO INDIVIDUALS ARE MADE BASED ON AN APPROVED PROCESS INVOLVING SCHOLARSHIP COMMITTEES.Desc
Total Program Service Expenses$1,925,618TotalProgramServiceExpensesAmt
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 Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members15GoverningBodyVotingMembersCnt
Independent Voting Member15IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
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 Line1101 PAULETTE CIRCLE SUITE BAddressLine1Txt
CityLYNCHBURGCityNm
State AbbreviationVAStateAbbreviationCd
ZIP24502ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
MR JOHN R ALFORD JR
DIRECTOR1.00Yes (X)$0$0$0
MR ROBERT L FINCH JR
DIRECTOR1.00Yes (X)$0$0$0
MR ERNIE GUILL
DIRECTOR1.00Yes (X)$0$0$0
MR HYLAN T HUBBARD III
DIRECTOR1.00Yes (X)$0$0$0
MS ELLEN P JAMERSON
DIRECTOR1.00Yes (X)$0$0$0
MR WALLACE G MCKENNA JR
DIRECTOR1.00Yes (X)$0$0$0
MS ELLEN G NYGAARD
DIRECTOR1.00Yes (X)$0$0$0
DR AUGUSTUS A PETTICOLAS JR
DIRECTOR1.00Yes (X)$0$0$0
MR JAMES R RICHARDS
DIRECTOR1.00Yes (X)$0$0$0
MR MARC A SCHEWEL
DIRECTOR1.00Yes (X)$0$0$0
MR MASSIE G WARE JR
DIRECTOR1.00Yes (X)$0$0$0
MR CHARLES B WHITE
DIRECTOR1.00Yes (X)$0$0$0
DR JAMES W WRIGHT
DIRECTOR1.00Yes (X)$0$0$0
MS MARYJANE DOLAN
CHAIRPERSON/DIRECTOR1.00Yes (X)$0$0$0Yes (X)
MR DAVID A HERRICK
VICE CHAIRMAN/DIRECTOR1.00Yes (X)$0$0$0Yes (X)
MR STUART C FAUBER
PRESIDENT/CEO THROUGH JUNE 201540.00$113,674$0$0Yes (X)
MR WILLIAM BODINE
PRESIDENT/CEO BEGINNING JUNE 201540.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$113,674TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
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$677,494AllOtherContributionsAmt
Total Contributions$677,494TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$767,994TotalRevenueColumnAmt
Exclusion$767,994ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$12,527,286SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$10,942,037SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,585,249SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,585,249TotalRevenueColumnAmt
Exclusion$1,585,249ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,030,737TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$2,353,243ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,506,538TotalAmt
Program Services$1,506,538ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$54,347TotalAmt
Program Services$54,347ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$113,674TotalAmt
Program Services$47,343ProgramServicesAmt
Management And General$18,988ManagementAndGeneralAmt
Fundraising$47,343FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$75,677TotalAmt
Program Services$28,398ProgramServicesAmt
Management And General$34,017ManagementAndGeneralAmt
Fundraising$13,262FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$14,938TotalAmt
Program Services$5,975ProgramServicesAmt
Management And General$2,988ManagementAndGeneralAmt
Fundraising$5,975FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$4,108TotalAmt
Program Services$1,628ProgramServicesAmt
Management And General$2,480ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$8,670TotalAmt
Management And General$8,670ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$259,435TotalAmt
Program Services$259,435ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$9,980TotalAmt
Program Services$8,355ProgramServicesAmt
Management And General$1,625ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$20,657TotalAmt
Program Services$4,295ProgramServicesAmt
Management And General$7,242ManagementAndGeneralAmt
Fundraising$9,120FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$13,285TotalAmt
Program Services$5,314ProgramServicesAmt
Management And General$5,314ManagementAndGeneralAmt
Fundraising$2,657FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$15,040TotalAmt
Management And General$15,040ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$3,929TotalAmt
Management And General$3,929ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$3,434TotalAmt
Management And General$3,434ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$4,359TotalAmt
Program Services$1,151ProgramServicesAmt
Management And General$3,208ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtProgram ServicesProgramServicesAmt
DUES & SUBSCRIPTIONS$3,968$3,968
YOUTH PHILANTHROPY$2,839$2,839
PROPERTY MAINTENANCE$1,990$1,990

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,116,868TotalAmt
Program Services$1,925,618ProgramServicesAmt
Management And General$112,893ManagementAndGeneralAmt
Fundraising$78,357FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$149,877BOYAmt
EOY$139,447EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,148,191BOYAmt
EOY$1,357,952EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$438,907BOYAmt
EOY$407,932EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$52,481LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$41,882LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$11,853BOYAmt
EOY$10,599EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$35,141,413BOYAmt
EOY$34,442,972EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$36,890,241BOYAmt
EOY$36,358,902EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$17,058BOYAmt
EOY$19,647EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$482,079BOYAmt
EOY$580,136EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$81,290BOYAmt
EOY$78,367EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$580,427BOYAmt
EOY$678,150EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$7,220,415BOYAmt
EOY$6,927,521EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,480,450BOYAmt
EOY$2,637,013EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$25,608,949BOYAmt
EOY$26,116,218EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$36,309,814BOYAmt
EOY$35,680,752EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$36,890,241BOYAmt
EOY$36,358,902EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$913,869ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$1,546,018NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$3,087OtherChangesInNetAssetsAmt
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$763,735CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,354,627CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$840,061CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$963,227CurrentTaxYearMinus1YearAmt
Current Tax Year$677,494CurrentTaxYearAmt
Total$5,599,144TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$763,735CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,354,627CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$840,061CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$963,227CurrentTaxYearMinus1YearAmt
Current Tax Year$677,494CurrentTaxYearAmt
Total$5,599,144TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,222,848SubstantialContributorsTotAmt
Public Support Total170$4,376,296PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$454,522CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$488,327CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$698,829CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$755,949CurrentTaxYearMinus1YearAmt
Current Tax Year$767,994CurrentTaxYearAmt
Total$3,165,621TotalAmt
FieldValueIRS element (for citing)
Total Support$8,764,765TotalSupportAmt
Public Support CY1700.49930PublicSupportCY170Pct
Public Support PY1700.50110PublicSupportPY170Pct
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 Held48DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held186FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$237,234DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$464,657FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$166,879DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$1,394,006FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$4,961,589DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$30,839,335FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

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

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$27,953,077BeginningYearBalanceAmt
Contributions$801,803ContributionsAmt
Investment Earnings Or Losses$4,187,822InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,490,608GrantsOrScholarshipsAmt
Other Expenditures$233,008OtherExpendituresAmt
Administrative Expenses$2,757,085AdministrativeExpensesAmt
End Year Balance$28,462,001EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$22,663,684BeginningYearBalanceAmt
Contributions$607,412ContributionsAmt
Investment Earnings Or Losses$3,214,440InvestmentEarningsOrLossesAmt
Grants Or Scholarships-$1,075,266GrantsOrScholarshipsAmt
Other Expenditures-$169,409OtherExpendituresAmt
Administrative Expenses-$222,866AdministrativeExpensesAmt
End Year Balance$27,953,077EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$21,861,167BeginningYearBalanceAmt
Contributions$2,176,319ContributionsAmt
Investment Earnings Or Losses-$138,889InvestmentEarningsOrLossesAmt
Grants Or Scholarships-$866,518GrantsOrScholarshipsAmt
Other Expenditures-$151,442OtherExpendituresAmt
Administrative Expenses-$216,953AdministrativeExpensesAmt
End Year Balance$25,133,510EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$19,119,000BeginningYearBalanceAmt
Contributions$548,375ContributionsAmt
Investment Earnings Or Losses$3,531,642InvestmentEarningsOrLossesAmt
Grants Or Scholarships-$971,612GrantsOrScholarshipsAmt
Other Expenditures-$148,750OtherExpendituresAmt
Administrative Expenses-$217,488AdministrativeExpensesAmt
End Year Balance$24,536,867EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.93350PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.06650TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$52,481OtherCostOrOtherBasisAmt
Depreciation$41,882DepreciationAmt
Book Value$10,599BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$10,599TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescCHARITABLE GIFT ANNUITY PAYABLEDesc
Amt$78,367Amt
FieldValueIRS element (for citing)
Total Liability$78,367TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE TRUST'S ENDOWMENT FUNDS ARE USED TO PROVIDE GRANTS TO 501(C)(3) ORGANIZATIONS. THE TRUST HAS INCLUDED $271,928 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: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, 2015 AND 2014, 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. TRUST MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR TAX YEARS ENDING PRIOR TO JUNE 30, 2012.

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)$10,107TO PURCHASE A NEW SERVER; ANNUAL DONOR-DESIGNATED GRANT; TO PROVIDE PROGRAM
ALTAVISTA AREA YMCA
PO BOX 149ALTAVISTAVA24517540895639501(C)(3)$10,000PLYMALE FOUNDATION
AMAZEMENT SQUARE
27 NINTH STREETLYNCHBURGVA24504541713204501(C)(3)$12,173TO SUPPORT THE HEALT EDUCATION INITIATIVE; ANNUAL DONOR-DESIGNATED GRANT
AMERICAN HEART ASSOCIATION
4217 PARK PLACE COURTGLEN ALLENVA23060135613797501(C)(3)$7,187TO SUPPORT THE HEALTH EDUCATION INITIATIVE
AMERICAN RED CROSS OF THE BLUE RIDGE
1007 SHEFFIELD DRIVELYNCHBURGVA24502530196605501(C)(3)$7,000TO PROVIDE PROGRAM SUPPORT; PURCHASE MARKETING MATERIALS
AMHERST COUNTY MUSEUM & HISTORICAL SOCIETY
PO BOX 741AMHERSTVA24521541031215501(C)(3)$5,500TO FUND 2015 SPRING AND SUMMER SOCIETY EDUCATIONAL PROGRAMMING
AMHERST COUNTY PUBLIC SCHOOLS EDUCATION FOUNDATION INC
PO BOX 1425AMHERSTVA24521541769234501(C)(3)$5,000TO FUND 2014-15 DIVERSITY COUNCIL BUDGET (K-12)
ANNE SPENCER HOUSE & GARDEN MUSEUM INC
1306 PIERCE STREETLYNCHBURGVA245011935521470973501(C)(3)$19,721TO SUPPORT STRUCTURAL REPAIRS TO THE MUSEUM; ANNUAL DONOR-DESIGNATED GRANT
APPOMATTOX LITERACY INTERVENTION PROGRAM
197 BREEZY HILL ROADSPOUT SPRINGVA24593541779269501(C)(3)$7,250TO SUPPORT THE SPOT & DOT - SUMMER READING PROGRAM
AVOCA MUSEUM
1514 MAIN STREETALTAVISTAVA24517541569294501(C)(3)$8,000TO SUPPORT THE RESTROOM FACILITY UPGRADE
BEDFORD AREA EDUCATION FOUNDATION
PO BOX 2434FORESTVA24551364499678501(C)(3)$5,000TO FUND TEACHER-INITIATED EDUCATIONAL ENRICHMENT PROJECTS
BEDFORD CHRISTIAN FREE CLINIC
PO BOX 357BEDFORDVA24523541630812501(C)(3)$10,500TO ASSIST CLINIC PATIENTS WITH PRESCRIPTION NEEDS
BEDFORD CHRISTIAN MINISTRIES ASSOCIATION INC
217 W WASHINGTON STREETBEDFORDVA24523521414405501(C)(3)$10,000TO SUPPORT THE FOOD PANTRY MILK/EGG VOUCHER PROGRAM
BEDFORD COMMUNITY CHRISTMAS STATION INC
PO BOX 1353BEDFORDVA24523421710753501(C)(3)$8,000TO PURCHASE ITEMS FOR THE BEDFORD COMMUNITY CHRISTMAS STATION
BIG BROTHERS BIG SISTERS OF CENTRAL VA
2901 LANGHORNE ROADLYNCHBURGVA24501540908680501(C)(3)$12,085TO SUPPORT THE COMMUNITY BASED PROGRAM; TO PROVIDE GENERAL PROGRAM SUPPORT;
BLUE RIDGE AREA FOOD BANK
PO BOX 937VERONAVA24482521202644501(C)(3)$12,000TO PURCHASE FOOD FOR THE FAMILY BACKPACK PROGRAM
BLUE RIDGE PREGNANCY CENTER
1915 THOMSON DRIVELYNCHBURGVA24501541912289501(C)(3)$7,857TO PROVIDE GENERAL PROGRAM SUPPORT
BOYS & GIRLS CLUB OF GREATER LYNCHBURG
1101 MADISON STREETLYNCHBURGVA24504200199894501(C)(3)$13,179TO FUND RESTROOM FACILITY UPGRADE; TO PROVIDE FUNDING FOR EDUCATIONAL PURPOS
CAMP KUM-BA-YAH INC
4415 BOONSBORO ROADLYNCHBURGVA24503541218073501(C)(3)$19,324CAMPER SCHOLARSHIPS; EQUIPMENT AND SUPPLIES; PLYMALE FOUNDATION
CAMPBELL COUNTY HISTORICAL SOCIETY
PO BOX 595RUSTBURGVA24588541514172501(C)(3)$5,000TO SUPPORT PHASE II OF THE HISTORIC COURTHOUSE HVAC REPLACEMENT
CASA OF CENTRAL VIRGINIA
PO BOX 11373LYNCHBURGVA24506541695593501(C)(3)$18,000YOUTH PHILANTHROPY SERVICE AWARD; STIPEND FOR TRAINER; FUND VOLUNTEER APPREC
CENTRA FOUNDATION
1920 ATHERHOLT ROADLYNCHBURGVA24501541604094501(C)(3)$5,988ANNUAL DONOR-DESIGNATED GRANT
CENTRAL VIRGINIA ALLIANCE FOR COMMUNITY LIVING INC
PO BOX 1390LYNCHBURGVA24505510189604501(C)(3)$8,600TO SUPPORT IMPLEMENTATION OF THE CHRONIC DISEASE SELF-MANAGEMENT PROGRAM
CHILDREN'S MIRACLE NETWORK
1900 TATE SPRINGS ROADLYNCHBURGVA24501541391700501(C)(3)$5,922ANNUAL DONOR-DESIGNATED GRANT
CHURCHES FOR URBAN MINISTRY
1022 FLOYD STREETLYNCHBURGVA24501541315808501(C)(3)$25,349TO PROVIDE FIELD TRIPS, ENRICHMENTS SPEAKERS, OVERNIGHT CAMP; TO SUPPORT CAM
COALITION FOR HIV AWARENESS AND PREVENTION
PO BOX 161LYNCHBURGVA24506311736924501(C)(3)$5,000TO PROVIDE PROGRAM SUPPORT
COURT STREET BAPTIST CHURCH
PO BOX 733LYNCHBURGVA24505546045461501(C)(3)$5,000DESIGNATED DONOR GRANT FOR WOMEN'S DAY
CVCC EDUCATIONAL FOUNDATION INC
3506 WARDS ROADLYNCHBURGVA24502541167908501(C)(3)$7,766TO SUPPORT THE EXPANSION OF THE GREATER EXPECTATIONS EDUCATION PROGRAM
E C GLASS HIGH SCHOOL ATHLETICS
2111 MEMORIAL AVELYNCHBURGVA24501540918686501(C)(3)$5,233ANNUAL DONOR-DESIGNATED GRANT
ELIZABETH'S EARLY LEARNING CENTER
2320 BEDFORD AVENUELYNCHBURGVA24503541808771501(C)(3)$300,110ANNUAL DONOR-DESIGNATED GRANT; TO FUND PLAYGROUND RENOVATION; TO PROVIDE GEN
ENDSTATION THEATRE COMPANY
1101 JEFFERSON STREET 100LYNCHBURGVA24504204962047501(C)(3)$4,250TO PROVIDE FUNDING FOR THE WHOLE BUNCH NUTRITION PLAY
FAITH CHRISTIAN ACADEMY
PO BOX 670HURTVA24563541466895501(C)(3)$6,102ANNUAL DONOR-DESIGNATED GRANT
FORT EARLY CORPORATION
PO BOX 4114LYNCHBURGVA24502521231813501(C)(3)$5,000TO SUPPORT ONGOING RESTORATION PROJECT
FREE CLINIC OF CENTRAL VIRGINIA
1016 MAIN STREETLYNCHBURGVA24504541420756501(C)(3)$17,825PLYMALE FOUNDATION; ANNUAL DONOR-DESIGNATED GRANT; TO PROVIDE GENERAL SUPPOR
FRIENDS OF THE LYNCHBURG PUBLIC LIBRARY
2315 MEMORIAL AVENUELYNCHBURGVA24501546059813501(C)(3)$7,312ANNUAL DONOR-DESIGNATED GRANT
FUTURE FOCUS FOUNDATION
828 MAIN STREET 12TH FLOORLYNCHBURGVA24504270938465501(C)(3)$5,112TO SUPPORT THE PURCAHSE OF ROBOTIC EQUIPMENT; SUPPORT FIRST LEGO LEAGUE 2015
GIRL SCOUTS OF VIRGINIA SKYLINE COUNCIL
3663 PETERS CREEK ROAD NWROANOKEVA240192809540737207501(C)(3)$7,000TO PROVIDE PROGRAM SUPPORT
HABITAT FOR HUMANITY - GREATER LYNCHBURG
360 ALLEGHANY AVENUELYNCHBURGVA245012606541464802501(C)(3)$12,845TO PROVIDE OPERATIONAL SUPPORT FOR THE HOMEBUILDING PROGRAM; ANNUAL DONOR-DE
HILL CITY MASTER GARDENER ASSOCIATION
PO BOX 2275LYNCHBURGVA24505541370756501(C)(3)$5,000TO SUPPORT THE CONSTRUCTION OF AN EDUCATION & COMMUNITY GARDEN AT PRESBYTERI
HUMANKIND
150 LINDEN AVENUELYNCHBURGVA24503540346118501(C)(3)$14,855TO SUPPORT WAYS TO WORK LYNCHBURG; ANNUAL DONOR-DESIGNATED GRANT
INTERFAITH OUTREACH ASSOCIATION
PO BOX 1125LYNCHBURGVA24505541214253501(C)(3)$19,528TO SUPPOR THE EMERGENCY ASSISTANCE AND PROGRESSIVE RELEASE PROGRAMS; ANNUAL
JAMES CHAMBER PLAYERS
1275 EQUESTRIAN RIDGE CIRCLEFORESTVA24551465358747501(C)(3)$8,500TO SUPPORT THE JAMES STRING QUARTET SUMMER MUSIC FESTIVAL & ACADEMY; TO PROV
JAMES RIVER DAY SCHOOL
5039 BOONSBORO ROADLYNCHBURGVA24503540891225501(C)(3)$16,112TO SUPPORT THE CAPITAL IMPROVEMENT CAMPAIGN
JEFFERSON CHORAL SOCIETY
PO BOX 112GOODEVA24556541554423501(C)(3)$6,000TO FUND THE PERFORMANCE OF TWO CONCERTS (THE HEAVENS WILL SING)
JONES MEMORIAL LIBRARY
2311 MEMORIAL AVENUELYNCHBURGVA24501540505921501(C)(3)$11,825TO FUND THE PURCHASE OF TWO MICROFILM READERS/PRINTERS; ANNUAL DONOR-DESIGNA
JUBILEE FAMILY DEVELOPMENT CENTER
1512 FLORIDA AVENUELYNCHBURGVA245014112541881948501(C)(3)$22,886TO SUPPORT THE SUMMER ENRICHMENT CAMP; TO PROVIDE GENERAL SUPPORT; ANNUAL DO
LAKE CHRISTIAN MINISTRIES INC
PO BOX 695MONETAVA241210695542034650501(C)(3)$10,652TO PROVIDE FUNDING FOR FOOD AND NUTRITION EDUCATION; ANNUAL DONOR-DESIGNATED
L'ARCHE BLUE RIDGE MOUNTAINS
PO BOX 2242LYNCHBURGVA24505542028731501(C)(3)$5,000TO PROVIDE FUNDING FOR TRAINING SESSIONS, MEETINGS, RETREATS FOR STAFF AND C
LEGACY PROJECT INC
PO BOX 308LYNCHBURGVA24504541771178501(C)(3)$20,893ANNUAL DONOR-DESIGNATED GRANT; TO FUND ADMINISTRATIVE SALARIES; SUPPORT MARK
LYNCHBURG AREA CENTER FOR INDEPENDENT LIVING
500 ALLEGHANY AVENUE SUITE 520LYNCHBURGVA24501541913481501(C)(3)$5,800TO PROVIDE PROGRAM SUPPORT
LYNCHBURG ART CLUB
1011 RIVERMONT AVENUELYNCHBURGVA24504541283632501(C)(3)$5,800TO FUND HANDICAPPED ACCESIBILITY IMPROVEMENTS
LYNCHBURG BEACON OF HOPE
PO BOX 1261LYNCHBURGVA24505453797831501(C)(3)$16,000TO PROVIDE PROGRAM SUPPORT
LYNCHBURG CITY SCHOOLS EDU FDN INC
PO BOX 2497LYNCHBURGVA245051599541385200501(C)(3)$15,325YOUTH PHILANTHROPY SERVICE AWARD; ANNUAL DONOR DESIGNATED GRANT
LYNCHBURG COMMUNITY ACTION GROUP
926 COMMERCE STREETLYNCHBURGVA24504540797340501(C)(3)$8,891TO SUPPORT THE FREE TAX PREPARATION PROGRAM; ANNUAL DONOR-DESIGNATED GRANT
LYNCHBURG DAILY BREAD INC
721 CLAY STREETLYNCHBURGVA24504521268749501(C)(3)$28,611PLYMALE FOUNDATION; ANNUAL DONOR-DESIGNATED GRANT; TO SUPPORT PROGRAM EXPANS
LYNCHBURG GROWS
PO BOX 12039LYNCHBURGVA24506200934133501(C)(3)$22,952ANNUAL DONOR-DESIGNATED GRANT; PLYMALE FOUNDATION; TO SUPPORT GROWING A COMM
LYNCHBURG HUMANE SOCIETY
1211 OLD GRAVES MILL ROADLYNCHBURGVA245024305540570901501(C)(3)$10,952ANNUAL DONOR-DESIGNATED GRANT
LYNCHBURG SYMPHONY ORCHESTRA
621 COURT STREETLYNCHBURGVA24504521304854501(C)(3)$13,783ANNUAL DONOR-DESIGNATED GRANT; TO SUPPORT THE YOUTH EDUCATION PROGRAM
MENTAL HEALTH AMERICA OF CENTRAL VIRGINIA
501 12TH STREETLYNCHBURGVA24504540829479501(C)(3)$9,200TO PROVIDE FUNDING FOR STAFF SALARIES AND PURCHASE SUPPLIES FOR THE NEW HOPE
MILLER HOME OF LYNCHBURG
2134 WESTERLY DRIVELYNCHBURGVA24501540505999501(C)(3)$9,300TO SUPPORT THE PURCHASE OF A BOILER SYSTEM
MIRIAM'S HOUSE
PO BOX 3196LYNCHBURGVA245030196541606543501(C)(3)$97,291ANNUAL DONOR-DESIGNATED GRANT; TO PROVIDE FUNDING FOR OPERATIONAL EXPENSES;
NATIONAL D-DAY MEMORIAL FOUNDATION
PO BOX 77BEDFORDVA24523541504679501(C)(3)$11,257ANNUAL DONOR-DESIGNATED GRANT
NEW VISTAS SCHOOL
520 ELDON STREETLYNCHBURGVA24501541273630501(C)(3)$31,226ANNUAL DONOR-DESIGNATED GRANT; TO PROVIDE SCHOLARSHIP ASSISTANCE
OPERA ON THE JAMES INC
PO BOX 1450LYNCHBURGVA24505562521625501(C)(3)$22,899ANNUAL DONOR-DESIGNATED GRANT; TO FUND 10TH ANNIVERSARY COMMUNITY ENGAGEMENT
PARK VIEW COMMUNITY MISSION
2420 MEMORIAL AVENUELYNCHBURGVA24501540798225501(C)(3)$12,500TO PURCHASE A VAN FOR THE FOOD FOR FAMILIES PROGRAM
PATRICK HENRY MEMORIAL FOUNDATION
1250 RED HILL ROADBROOKNEALVA24528540662892501(C)(3)$5,000TO SUPPORT THE PRODUCTION OF A NEW VISITOR ORIENTATION VIDEO
POPLAR FOREST
PO BOX 419FORESTVA24551541258296501(C)(3)$5,500TO SUPPORT SHAPE THE WORLD: CONVERSATIONS WITH JEFFERSON AND JACKSON
REACH OUT AND READ VIRGINIA
12929 CHURCH ROADRICHMONDVA23233043481253501(C)(3)$9,543TO SUPPORT THE EXPANSION OF REACH OUT & READ LYNCHBURG
RIVERMONT AREA EMERGENCY FOOD PANTRY
1000 LANGHORNE ROADLYNCHBURGVA24503546024478501(C)(3)$7,993TO PURCHASE NON-FOOD ITEMS; FOOD DISTRIBUTION
SECOND STAGEAMHERST
PO BOX 342AMHERSTVA24521470964590501(C)(3)$5,250TO SUPPORT THE COMMUNITY CENTER UPGRADE
SML GOOD NEIGHBORS INC
PO BOX 2MONETAVA24121261274000501(C)(3)$7,000TO SUPPORT CAMP OPERATIONAL EXPENSES
SOCIETY OF ST ANDREW INC
3383 SWEET HOLLOW ROADBIG ISLANDVA24526541285793501(C)(3)$8,500TO SUPPORT LYNCHBURG GLEANING NETWORK; PLYMALE FOUNDATION
SOUTH CENTRAL SPAY AND NEUTER CLINIC
1211 OLD GRAVES MILL ROADLYNCHBURGVA24502263842124501(C)(3)$10,952ANNUAL DONOR-DESIGNATED GRANT
SOUTHERN MEMORIAL ASSOCIATION
401 TAYLOR STREETLYNCHBURGVA24501541737181501(C)(3)$5,386ANNUAL DONOR-DESIGNATED GRANT
STEP WITH LINKS PROGRAM
200 S DURHAMLYNCHBURGVA24501546001406501(C)(3)$8,266ANNUAL DONOR DESIGNATED GRANT
TAC K9 SEARCH AND RESCUE INC
2031 LEIGHWOOD TRAILHALIFAXVA24558471175205501(C)(3)$6,008TO PURCHASE EQUIPMENT FOR THE K9 TEAM
THE AGAPE CENTER
PO BOX 573MONETAVA24121264019295501(C)(3)$5,500TO FUND PARKING LOT EXPANSION
THE ARC OF CENTRAL VIRGINIA
1508 BEDFORD AVENUELYNCHBURGVA24504237221570501(C)(3)$13,400TO PROVIDE FUNDING FOR CAMPER SCHOLARSHIPS; PLYMALE FOUNDATION
THE LINK PROJECT INC
1322 PIERCE STREETLYNCHBURGVA24501300710685501(C)(3)$8,000TO FUND INTERCULTURAL LEADERSHIP STUDY TOUR FOR 25 PARTICIPANTS
THE SALVATION ARMY
2215 PARK AVENUELYNCHBURGVA24501135562351501(C)(3)$17,691TO FUND OCCUPANCY COSTS FOR THE CENTER FOR HOPE FOR ONE YEAR; ANNUAL DONOR-D
THE SEDALIA CENTER INC
1108 SEDALIA SCHOOL ROADBIG ISLANDVA24526541578039501(C)(3)$13,594TO SUPPORT THE PAVILLION ELECTRICAL AND SURFACE UPGRADE; ANNUAL DONOR-DESIGN
UNITED WAY OF CENTRAL VIRGINIA
1010 MILLER PARK SQUARELYNCHBURGVA24501540505923501(C)(3)$25,893ANNUAL DONOR-DESIGNATED GRANT; TO SUPPORT THE CENTRAL VIRGINIA DOLLY PARTON
VIRGINIA CENTER FOR INCLUSIVE COMMUNITIES
5511 STAPLES MILL ROAD SUITERICHMONDVA23228203188273501(C)(3)$7,000TO SUPPORT PROJECT INCLUSION
VIRGINIA HUNTERS WHO CARE INC
PO BOX 304BIG ISLANDVA24526541650687501(C)(3)$10,450TO SUPPORT DISTRIBUTION OF VENISON TO THE HUNGRY
VIRGINIA LEGAL AID SOCIETY
PO BOX 6200LYNCHBURGVA24505510226448501(C)(3)$6,500TO SUPPORT STRENGTHENING FAMILIES WITH CHILDREN
WHARTON MEMORIAL FOUNDATIONBOWER CENTER FOR THE ARTS
PO BOX 713BEDFORDVA24523541807995501(C)(3)$5,000TO SUPPORT SUMMER ARTS CAMP FOR BOWER CENTER FOR THE ARTS
WORDWORKS LYNCHBURG INC
927 CHURCH STREETLYNCHBURGVA24504462235127501(C)(3)$8,000TO PROVIDE PROGRAM SUPPORT
YMCA OF CENTRAL VIRGINIA
801 WYNDHURST DRIVELYNCHBURGVA24502540505924501(C)(3)$11,150TO SUPPORT THE SUMMER LEARNING LOSS PREVENTION PROGRAM
YWCA OF CENTRAL VIRGINIA
626 CHURCH STREETLYNCHBURGVA24504540506490501(C)(3)$15,789ANNUAL DONOR-DESIGNATED GRANT; PLYMALE FOUNDATION; TO FUND TEACHNOLOGY UPGRA
FieldValueIRS element (for citing)
Total501c3 Org90Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient54RecipientCnt
Cash Grant$54,347CashGrantAmt

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 11THE 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 XI, LINE 9:UNREALIZED GAIN ON CHARITABLE TRUSTS 5,264. ANNUITY LIABILITY ADJUSTMENT -2,177.
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

FieldValueIRS element (for citing)
Business Name Line1GLCT INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1101 PAULETTE CIRCLE SUITE BAddressLine1Txt
CityLYNCHBURGCityNm
State AbbreviationVAStateAbbreviationCd
ZIP24502ZIPCd
FieldValueIRS element (for citing)
EIN546112680EIN
Primary ActivitiesTO RECEIVE AND ACCEPT PROPERTY TO BE ADMINISTERED EXCLUSIVELY FOR CHARITYPrimaryActivitiesTxt
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 TRUSTBusinessNameLine1Txt
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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