GREATER LYNCHBURG COMMUNITY FOUNDATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- GREATER LYNCHBURG COMMUNITY FOUNDATION (EIN 54-6112680)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-02-12
- IRS object ID
- 201520439349300147
- Schema version
- 2013v4.0
- 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 | 2015-02-12T14:02:17-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 1119 | AddressLine1 |
| City | LYNCHBURG | City |
| State | VA | State |
| ZIP Code | 245051119 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | LYNCHBURG | City |
| State | VA | State |
| ZIP Code | 24502 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STUART C FAUBER | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 4348456500 | PhoneNum |
| Signature | 2015-02-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SAMUEL E JOHNSON | PreparerPersonNm |
| PTIN | P00019699 | PTIN |
| Phone | 4348476643 | PhoneNum |
| Preparation | 2015-02-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STUART C FAUBER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 PAULETTE CIRCLE NO B | AddressLine1 |
| City | LYNCHBURG | City |
| State | VA | State |
| ZIP Code | 24502 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,683,287 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LYNCHBURGTRUST.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1972 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | DISTRIBUTE CONTRIBUTED FUNDS TO NON-PROFIT ORGANIZATIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 3 | TotalEmployeeCnt |
| Total Volunteers | 16 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $840,061 | PYContributionsGrantsAmt |
| CY Contributions Grants | $963,227 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,858,830 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,358,096 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $2,698,891 | PYTotalRevenueAmt |
| CY Total Revenue | $3,321,323 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,344,932 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,490,608 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $199,234 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $192,757 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $72,877 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $317,790 | PYOtherExpensesAmt |
| CY Other Expenses | $333,620 | CYOtherExpensesAmt |
| PY Total Expenses | $1,861,956 | PYTotalExpensesAmt |
| CY Total Expenses | $2,016,985 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $836,935 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,304,338 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $32,607,665 | TotalAssetsBOYAmt |
| Total Assets EOY | $36,890,241 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $551,980 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $580,427 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $32,055,685 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $36,309,814 | 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 | $1,837,692 | ExpenseAmt |
| Grant | $1,490,608 | 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. SCHOLARSHIPS TO INDIVIDUALS ARE MADE BASED ON AN APPROVED PROCESS INVOLVING SCHOLARSHIP COMMITTEES. | Desc |
| Total Program Service Expenses | $1,837,692 | 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 | 7 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 3 | 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 |
| Form8899 Filedind | 0 | Form8899Filedind |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | 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 | STUART FAUBER | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | LYNCHBURG | City |
| State | VA | State |
| ZIP Code | 24502 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 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 ROBERT L FINCH JR | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MR JOHN M FLIPPIN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MR ERNIE GUILL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MR DAVID A HERRICK | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MR HYLAN T HUBBARD III | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MS ELLEN P JAMERSON | ||||||
| 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 JAMES R RICHARDS | ||||||
| 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 STUART C FAUBER | ||||||
| PRESIDENT / CEO | 40.00 | $113,625 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $113,625 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | 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 | $963,227 | AllOtherContributionsAmt |
| Total Contributions | $963,227 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $755,949 | TotalRevenueColumnAmt |
| Exclusion | $755,949 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,964,111 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,361,964 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,602,147 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,602,147 | TotalRevenueColumnAmt |
| Exclusion | $1,602,147 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,321,323 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,358,096 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,434,184 | TotalAmt |
| Program Services | $1,434,184 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,424 | TotalAmt |
| Program Services | $56,424 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,625 | TotalAmt |
| Program Services | $45,450 | ProgramServicesAmt |
| Management And General | $22,725 | ManagementAndGeneralAmt |
| Fundraising | $45,450 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,265 | TotalAmt |
| Program Services | $26,106 | ProgramServicesAmt |
| Management And General | $26,106 | ManagementAndGeneralAmt |
| Fundraising | $13,053 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,867 | TotalAmt |
| Program Services | $5,547 | ProgramServicesAmt |
| Management And General | $2,773 | ManagementAndGeneralAmt |
| Fundraising | $5,547 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,502 | TotalAmt |
| Program Services | $3,410 | ProgramServicesAmt |
| Management And General | $3,092 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,500 | TotalAmt |
| Management And General | $8,500 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $245,858 | TotalAmt |
| Program Services | $245,858 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,128 | TotalAmt |
| Program Services | $8,436 | ProgramServicesAmt |
| Management And General | $1,692 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,499 | TotalAmt |
| Program Services | $4,302 | ProgramServicesAmt |
| Management And General | $7,358 | ManagementAndGeneralAmt |
| Fundraising | $6,839 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,940 | TotalAmt |
| Program Services | $3,976 | ProgramServicesAmt |
| Management And General | $3,976 | ManagementAndGeneralAmt |
| Fundraising | $1,988 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,600 | TotalAmt |
| Management And General | $12,600 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,482 | TotalAmt |
| Management And General | $2,482 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,520 | TotalAmt |
| Management And General | $2,520 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,131 | TotalAmt |
| Program Services | $1,151 | ProgramServicesAmt |
| Management And General | $2,980 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| DUES & SUBSCRIPTIONS | $5,172 | $5,172 | |
| YOUTH PHILANTHROPY | $2,848 | $2,848 | |
| UTILITIES | $2,815 | $2,815 | |
| PROPERTY MAINTENANCE | $1,625 | $1,625 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,016,985 | TotalAmt |
| Program Services | $1,837,692 | ProgramServicesAmt |
| Management And General | $106,416 | ManagementAndGeneralAmt |
| Fundraising | $72,877 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,017 | BOYAmt |
| EOY | $149,877 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,176,873 | BOYAmt |
| EOY | $1,148,191 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $492,603 | BOYAmt |
| EOY | $438,907 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $52,957 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $41,104 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,744 | BOYAmt |
| EOY | $11,853 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,832,428 | BOYAmt |
| EOY | $35,141,413 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,607,665 | BOYAmt |
| EOY | $36,890,241 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,391 | BOYAmt |
| EOY | $17,058 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $446,357 | BOYAmt |
| EOY | $482,079 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,232 | BOYAmt |
| EOY | $81,290 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $551,980 | BOYAmt |
| EOY | $580,427 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,498,109 | BOYAmt |
| EOY | $7,220,415 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,772,327 | BOYAmt |
| EOY | $3,480,450 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,785,249 | BOYAmt |
| EOY | $25,608,949 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,055,685 | BOYAmt |
| EOY | $36,309,814 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,607,665 | BOYAmt |
| EOY | $36,890,241 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,304,338 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,923,331 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $26,460 | 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 | $649,191 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $763,735 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,354,627 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $840,061 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $963,227 | CurrentTaxYearAmt |
| Total | $5,570,841 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $649,191 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $763,735 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,354,627 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $840,061 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $963,227 | CurrentTaxYearAmt |
| Total | $5,570,841 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,358,530 | SubstantialContributorsTotAmt |
| Public Support Total170 | $4,212,311 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $437,797 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $454,522 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $488,327 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $698,829 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $755,949 | CurrentTaxYearAmt |
| Total | $2,835,424 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $8,406,265 | TotalSupportAmt |
| Public Support CY170 | 0.50110 | PublicSupportCY170Pct |
| Public Support PY170 | 0.47520 | 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 | 47 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 181 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $348,483 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $614,744 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $150,405 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $1,340,203 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $4,854,396 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $31,435,208 | 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 | $27,953,077 | 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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,119,000 | BeginningYearBalanceAmt |
| Contributions | $548,375 | ContributionsAmt |
| Investment Earnings Or Losses | $3,531,642 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$971,612 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$148,750 | OtherExpendituresAmt |
| Administrative Expenses | -$217,488 | AdministrativeExpensesAmt |
| End Year Balance | $24,536,867 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,725,625 | BeginningYearBalanceAmt |
| Contributions | $523,163 | ContributionsAmt |
| Investment Earnings Or Losses | $2,223,706 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,009,150 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$139,399 | OtherExpendituresAmt |
| Administrative Expenses | -$204,945 | AdministrativeExpensesAmt |
| End Year Balance | $19,807,688 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.10010 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.89990 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | 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 | $52,957 | OtherCostOrOtherBasisAmt |
| Depreciation | $41,104 | DepreciationAmt |
| Book Value | $11,853 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $11,853 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHARITABLE GIFT ANNUITY PAYABLE | Desc |
| Amt | $81,290 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $81,290 | 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 $291,062 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, 2014 AND 2013, 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 JURIDICTIONS; 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 PRIOR TO JUNE 30, 2011. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (84 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ACADEMY OF FINE ARTS - LYNCHBURG | |||||||
| 600 MAIN STREET | LYNCHBURG | VA | 24504 | 237061145 | 501(C)(3) | $7,940 | TO FUND THE MAY CARTER POTTERY STUDIO UPDATE PROJECT |
| ADULT CARE CENTER | |||||||
| PO BOX 568 | LYNCHBURG | VA | 24503 | 541297050 | 501(C)(3) | $7,156 | ANNUAL DONOR-DESIGNATED GRANT |
| ALTAVISTA AREA YMCA | |||||||
| PO BOX 149 | ALTAVISTA | VA | 24517 | 540895639 | 501(C)(3) | $10,000 | PLYMALE FOUNDATION |
| ALTAVISTACAMPBELL COUNTY HABITAT | |||||||
| PO BOX 232 | ALTAVISTA | VA | 24517 | 541793590 | 501(C)(3) | $10,000 | TO SUPPORT THE 2011 BUILDING FUND |
| AMAZEMENT SQUARE | |||||||
| 27 NINTH STREET | LYNCHBURG | VA | 24504 | 541713204 | 501(C)(3) | $11,218 | TO SUPPORT THE SPONSORED ADMISSION PROGRAM |
| AMERICAN RED CROSS - HISTORIC VIRGINIA CHAPTER | |||||||
| 1007 SHEFFIELD DRIVE | LYNCHBURG | VA | 24502 | 530196605 | 501(C)(3) | $6,500 | TO PROVIDE PROGRAM SUPPORT |
| AMHERST COUNTY PUBLIC SCHOOLS EDUCATION FOUNDATION INC | |||||||
| PO BOX 1425 | AMHERST | VA | 24521 | 541769234 | 501(C)(3) | $5,000 | TO SUPPORT IRON MEN AND IRON DIAMONDS |
| AVENEL FOUNDATION | |||||||
| PO BOX 686 | BEDFORD | VA | 24523 | 541345184 | 501(C)(3) | $5,300 | TO SUPPORT THE BASEMENT PROJECT. |
| BEDFORD COMMUNITY CHRISTMAS STATION INC | |||||||
| PO BOX 1353 | BEDFORD | VA | 24523 | 421710753 | 501(C)(3) | $8,000 | TO PROVIDE PROGRAM SUPPORT |
| BEDFORD COMMUNITY ORCHESTRA | |||||||
| 1900 STATLER RD | BEDFORD | VA | 24122 | 541702458 | 501(C)(3) | $5,000 | TO SUPPORT THE "MUSICIAN DEVELOPMENT AND CONTINUING EDUCATION PROGRAM" |
| BEDFORD MUSEUM & GENEALOGICAL LIBRARY | |||||||
| 210 EAST MAIN ST | BEDFORD | VA | 24523 | 521316083 | 501(C)(3) | $5,500 | TO FUND COMPUTER AND NETWORK UPGRADE |
| BEDFORD RIDE | |||||||
| 1613 OAKWOOD ST | BEDFORD | VA | 24523 | 510189604 | 501(C)(3) | $6,000 | TO PROVIDE PROGRAM SUPPORT |
| BIG BROTHERS BIG SISTERS OF CENTRAL VA | |||||||
| 2901 LANGHORNE RD | LYNCHBURG | VA | 24501 | 540908680 | 501(C)(3) | $6,521 | TO SUPPORT THE BACKPACK PROGRAM |
| BLUE RIDGE AREA FOOD BANK | |||||||
| PO BOX 937 | VERONA | VA | 24482 | 521202644 | 501(C)(3) | $12,000 | TO SUPPOR THE HEALTH COMPASS OUTREACH PROGRAM |
| CAMP KUM-BA-YAH INC | |||||||
| 4415 BOONSBORO ROAD | LYNCHBURG | VA | 24503 | 541218073 | 501(C)(3) | $15,000 | TO PROVIDE FUNDING FOR CAMPER SCHOLARSHIPS; SOFTWARE/WEBSITE UPGRADES |
| CAMPBELL COUNTY HISTORICAL SOCIETY | |||||||
| PO BOX 595 | RUSTBURG | VA | 24588 | 541514172 | 501(C)(3) | $5,500 | TO SUPPORT HISTORIC COURTHOUSE HVAC REPLACEMENT |
| CANTATE THE CHILDREN'S AND YOUTH CHOIR OF CENTRAL VIRGINIA | |||||||
| 200 BOSTON AVENUE | LYNCHBURG | VA | 24503 | 311417036 | 501(C)(3) | $6,850 | TO PROVIDE SCHOLARSHIP ASSISTANCE FOR CANTATE |
| CASA OF CENTRAL VIRGINIA | |||||||
| PO BOX 11373 | LYNCHBURG | VA | 24506 | 541695593 | 501(C)(3) | $11,400 | TO PROVIDE PROGRAM SUPPORT |
| CENTRA FOUNDATION | |||||||
| 1920 ATHERHOLT ROAD | LYNCHBURG | VA | 24501 | 541604094 | 501(C)(3) | $5,752 | ANNUAL DONOR-DESIGNATED GRANT |
| CHILDREN'S MIRACLE NETWORK | |||||||
| 1900 TATE SPRINGS ROAD | LYNCHBURG | VA | 24501 | 541391700 | 501(C)(3) | $5,782 | ANNUAL DONOR-DESIGNATED GRANT |
| CHURCHES FOR URBAN MINISTRY | |||||||
| 1022 FLOYD STREET | LYNCHBURG | VA | 24501 | 541315808 | 501(C)(3) | $13,555 | TO SUPPORT CAMP TIMOTHY 2012 |
| CITIZENS FOR ADULT LITERACY AND LEARNING INC | |||||||
| PO BOX 123 | MONROE | VA | 24574 | 542030638 | 501(C)(3) | $7,774 | TO PURCHASE MATERIALS AND FUND ADMINISTRATIVE COSTS FOR PROJECT INDEPENDENT READER |
| COALITION FOR HIV AWARENESS AND PREVENTION | |||||||
| PO BOX 161 | LYNCHBURG | VA | 24506 | 311736924 | 501(C)(3) | $5,000 | TO PROVIDE GAS FOR MOBILE CLINIC AND FUND 2014 YOUTH CONFERENCE |
| CVCC EDUCATIONAL FOUNDATION INC | |||||||
| 3506 WARDS RD | LYNCHBURG | VA | 24502 | 541167908 | 501(C)(3) | $11,461 | ADULT BASIC EDUCATION CLASS ($9,000)/RADIOLOGY EQUIPMENT UPGRADE ($2,460.91) |
| DANCE THEATRE OF LYNCHBURG | |||||||
| 722 COMMERCE ST | LYNCHBURG | VA | 24504 | 541952721 | 501(C)(3) | $9,000 | TO SUPPORT THE DOWNTOWN MURAL PROJECT AND PROJECT RELEVE |
| ELIZABETH'S EARLY LEARNING CENTER | |||||||
| 2320 BEDFORD AVENUE | LYNCHBURG | VA | 24503 | 541808771 | 501(C)(3) | $290,500 | TO FUND PLAYGROUND RENOVATIONS |
| ENDSTATION THEATRE COMPANY | |||||||
| PO BOX 128 | SWEET BRIAR | VA | 24595 | 204962047 | 501(C)(3) | $7,162 | TO PROVIDE PROGRAM SUPPORT |
| FAITH CHRISTIAN ACADEMY | |||||||
| PO BOX 670 | HURT | VA | 24563 | 541466895 | 501(C)(3) | $5,989 | ANNUAL DONOR-DESIGNATED GRANT |
| FREE CLINIC OF CENTRAL VIRGINIA | |||||||
| 1016 MAIN STREET | LYNCHBURG | VA | 24504 | 541420756 | 501(C)(3) | $35,705 | ANNUAL DONOR-DESIGNATED GRANT |
| FRIENDS OF THE LYNCHBURG PUBLIC LIBRARY | |||||||
| 2315 MEMORIAL AVENUE | LYNCHBURG | VA | 24501 | 546059813 | 501(C)(3) | $7,290 | ANNUAL DONOR-DESIGNATED GRANT |
| FUTURE FOCUS FOUNDATION | |||||||
| 828 MAIN ST 12TH FLOOR | LYNCHBURG | VA | 24504 | 270938465 | 501(C)(3) | $6,200 | TO SUPPORT THE LYNCHBURG REGIONAL STEM WORKFORCE PIPELINE |
| HABITAT FOR HUMANITY - GREATER LYNCHBURG | |||||||
| 360 ALLEGHANY AVENUE | LYNCHBURG | VA | 245012606 | 541464802 | 501(C)(3) | $13,799 | TO PURCHASES SCAFFOLDING EQUIPMENT |
| HISTORIC SANDUSKY FOUNDATION | |||||||
| 757 SANDUSKY DR | LYNCHBURG | VA | 24502 | 542014523 | 501(C)(3) | $8,400 | TO PROVIDE FUNDING FOR THE NORTH WALL MASONRY RESTORATION |
| HUMANE SOCIETY FOR CAMPBELL COUNTY INC | |||||||
| PO BOX 659 | RUSTBURG | VA | 24588 | 541430456 | 501(C)(3) | $6,600 | TO PROVIDE FUNDING FOR BUILDING REPAIRS |
| HUMANKIND | |||||||
| 150 LINDEN AVENUE | LYNCHBURG | VA | 24503 | 540346118 | 501(C)(3) | $18,743 | ANNUAL DONOR-DESIGNATED GRANT AND TO SUPPORT THE LYNCHBURG WAYS TO WORK PROGRAM |
| INTERFAITH OUTREACH ASSOCIATION | |||||||
| PO BOX 1125 | LYNCHBURG | VA | 24505 | 541214253 | 501(C)(3) | $25,841 | TO SUPPORT EMERGENCY ASSISTANCE PROGRAM AND PROGRESSIVE RELEASE PROGRAM |
| JAMES RIVER ASSOCIATION | |||||||
| 4829 OLD MAIN ST | RICHMOND | VA | 232313035 | 510211913 | 501(C)(3) | $5,000 | TO PURCHASE EQUIPMENT FOR THE CANOE PROGRAM FOR EDUCATIONAL OUTREACH |
| JEFFERSON CHORAL SOCIETY | |||||||
| 600 MAIN STREET | LYNCHBURG | VA | 24504 | 541554423 | 501(C)(3) | $8,000 | TO SUPPORT CARMINA BURANA APRIL 2012 MAJOR WORKS CONCERT |
| JUBILEE FAMILY DEVELOPMENT CENTER | |||||||
| 1512 FLORIDA AVENUE | LYNCHBURG | VA | 245014112 | 541881948 | 501(C)(3) | $20,913 | ANNUAL DONOR-DESIGNATED GRANT |
| LAKE CHRISTIAN MINISTRIES INC | |||||||
| PO BOX 695 | MONETA | VA | 241210695 | 542034650 | 501(C)(3) | $10,000 | TO SUPPORT THE PURCHASE OF A HANDICAPPED ACCESSIBLE VEHICLE |
| LEGACY PROJECT INC | |||||||
| PO BOX 308 | LYNCHBURG | VA | 24505 | 541771178 | 501(C)(3) | $23,441 | ANNUAL DONOR-DESIGNATED GRANT |
| LYNCHBURG BEACON OF HOPE | |||||||
| PO BOX 1261 | LYNCHBURG | VA | 24505 | 453797831 | 501(C)(3) | $20,000 | TO SUPPORT THE DIRECT SERVICES PROJECT |
| LYNCHBURG CITY SCHOOLS EDU FDN INC | |||||||
| PO BOX 2497 | LYNCHBURG | VA | 245051599 | 541385200 | 501(C)(3) | $10,556 | TO PROVIDE GENERAL PROGRAM SUPPORT |
| LYNCHBURG COLLEGE | |||||||
| 1501 LAKESIDE DR | LYNCHBURG | VA | 24501 | 540505922 | 501(C)(3) | $13,977 | SCHOLARSHIP FOR NYELE NAPOLEONI |
| LYNCHBURG COVENANT FELLOWSHIP INC | |||||||
| PO BOX 6016 | LYNCHBURG | VA | 24505 | 546026892 | 501(C)(3) | $8,492 | TO FUND TELEPHONE SYSTEM UPGRADE |
| LYNCHBURG DAILY BREAD INC | |||||||
| 721 CLAY STREET | LYNCHBURG | VA | 24504 | 521268749 | 501(C)(3) | $11,894 | PLYMALE FOUNDATION |
| LYNCHBURG GROWS | |||||||
| PO BOX 12039 | LYNCHBURG | VA | 24506 | 200934133 | 501(C)(3) | $28,248 | ANNUAL DONOR-DESIGNATED GRANT |
| LYNCHBURG HISTORICAL FOUNDATION INC | |||||||
| PO BOX 248 | LYNCHBURG | VA | 24505 | 237283283 | 501(C)(3) | $8,700 | TO SUPPORT RESTORATION OF THE WATERBEARER STATUE |
| LYNCHBURG HUMANE SOCIETY | |||||||
| 3305 NAVAL RESERVE ROAD | LYNCHBURG | VA | 24501 | 540570901 | 501(C)(3) | $21,549 | TO SUPPORT THE NO KILL MISSION (MEDICAL CARE; KIND NEWS; CAT CAGES) |
| LYNCHBURG LITERACY COUNCIL INC | |||||||
| 926 COMMERCE STREET FLOOR 4 | LYNCHBURG | VA | 24504 | 541345188 | 501(C)(3) | $6,500 | TO SUPPORT PROGRAMS AND DIRECT SERVICES IN ADULT LITERACY |
| LYNCHBURG LITTLE LEAGUE INC | |||||||
| PO BOX 11913 | LYNCHBURG | VA | 24506 | 231688231 | 501(C)(3) | $7,500 | TO PROVIDE FUNDING FOR FIELD UPGRADES AT MILLER PARK |
| LYNCHBURG SYMPHONY ORCHESTRA | |||||||
| 621 COURT STREET | LYNCHBURG | VA | 24504 | 521304854 | 501(C)(3) | $10,149 | ANNUAL DONOR-DESIGNATED PAYMENT |
| MARY BETHUNE ACADEMY | |||||||
| 2249 HALIFAX ST | LYNCHBURG | VA | 24501 | 540541800 | 501(C)(3) | $10,000 | TO PROVIDE SCHOLARSHIP ASSISTANCE |
| MEALS ON WHEELS | |||||||
| PO BOX 1388 | LYNCHBURG | VA | 24505 | 237399875 | 501(C)(3) | $24,834 | TO PROVIDE PROGRAM SUPPORT |
| MENTAL HEALTH AMERICA OF CENTRAL VIRGINIA | |||||||
| 2316 ATHERHOLT ROAD SUITE 206 | LYNCHBURG | VA | 24501 | 540829479 | 501(C)(3) | $8,500 | TO PROVIDE FUNDING FOR MENTAL HEALTH SUPPORT SERVICES |
| MILLER HOME OF LYNCHBURG | |||||||
| 2134 WESTERLY DRIVE | LYNCHBURG | VA | 24501 | 540505999 | 501(C)(3) | $22,800 | TO FUND KITCHEN RENOVATION |
| MIRIAM'S HOUSE | |||||||
| PO BOX 3196 | LYNCHBURG | VA | 245030196 | 541606543 | 501(C)(3) | $85,133 | TO PROVIDE PROGRAM SUPPORT |
| MT CARMEL CHURCH CEMETARY ASSOCIATION | |||||||
| 213 EASTVIEW DR | MADISON HEIGHTS | VA | 24572 | 541250882 | 501(C)(3) | $6,820 | FINAL DISTRIBUTION |
| NATIONAL D-DAY MEMORIAL FOUNDATION | |||||||
| PO BOX 77 | BEDFORD | VA | 24523 | 541504679 | 501(C)(3) | $10,972 | TO PURCHASE ITEMS FOR TRAVELING TRUNKS; UPKEEP OF TRUNKS; MARKETING |
| NEW VISTAS SCHOOL | |||||||
| 520 ELDON STREET | LYNCHBURG | VA | 24501 | 541273630 | 501(C)(3) | $34,555 | ANNUAL DONOR-DESIGNATED GRANT |
| OPERA ON THE JAMES INC | |||||||
| PO BOX 1450 | LYNCHBURG | VA | 24505 | 562521625 | 501(C)(3) | $14,657 | ANNUAL DONOR-DESIGNATED GRANT |
| PARKVIEW COMMUNITY MISSION | |||||||
| 2420 MEMORIAL AVENUE | LYNCHBURG | VA | 24501 | 540798225 | 501(C)(3) | $11,000 | TO FUND ADMINISTRATIVE EXPENSE (SALARY) FOR ONE YEAR |
| PATRICK HENRY MEMORIAL FOUNDATION | |||||||
| 1250 RED HILL RD | BROOKNEAL | VA | 24528 | 540662892 | 501(C)(3) | $5,000 | TO SUPPORT THE LIVING HISTORY PROGRAM |
| POPLAR FOREST | |||||||
| PO BOX 419 | FOREST | VA | 24551 | 541258296 | 501(C)(3) | $5,500 | TO SUPPORT SHAPING THE WORLD: CONVERSATIONS ON DEMOCRACY |
| REACH OUT AND READ VIRGINIA | |||||||
| 12929 CHURCH ROAD | RICHMOND | VA | 23233 | 043481253 | 501(C)(3) | $8,662 | TO PROVIDE PROGRAM SUPPORT |
| REBUILDING TOGETHER - LYNCHBURG | |||||||
| 926 COMMERCE STREET | LYNCHBURG | VA | 24504 | 541976958 | 501(C)(3) | $11,675 | TO PROVIDE PROGRAM SUPPORT |
| RIVERMONT AREA EMERGENCY FOOD PANTRY | |||||||
| 1000 LANGHORNE ROAD | LYNCHBURG | VA | 24503 | 546024478 | 501(C)(3) | $7,500 | TO PURCHASE NON-FOOD NECESSITIES |
| RIVERVIEWS | |||||||
| 901 JEFFERSON ST 113 | LYNCHBURG | VA | 24503 | 541736664 | 501(C)(3) | $7,500 | TO SUPPORT THE G3 RENOVATION PROJECT |
| SMART BEGINNINGS OF CENTRAL VIRGINIA | |||||||
| PO BOX 10008 | LYNCHBURG | VA | 24506 | 540505923 | 501(C)(3) | $9,510 | TO PROVIDE PROGRAM SUPPORT |
| SML GOOD NEIGHBORS INC | |||||||
| PO BOX 2 | MONETA | VA | 24121 | 261274000 | 501(C)(3) | $6,000 | TO SUPPORT SUMMER ENRICHMENT CAMP IN BEDFORD COUNTY IN 2012 |
| SOCIETY OF ST ANDREW INC | |||||||
| 3383 SWEET HOLLOW ROAD | BIG ISLAND | VA | 24526 | 541285793 | 501(C)(3) | $6,732 | TO SUPPORT LYNCHBURG AREA FOOD RECOVERY PROJECT |
| SOUTH CENTRAL SPAY AND NEUTER CLINIC | |||||||
| 3305 NAVAL RESERVE ROAD | LYNCHBURG | VA | 24501 | 263842124 | 501(C)(3) | $10,659 | ANNUAL DONOR-DESIGNATED GRANT |
| SOUTHERN MEMORIAL ASSOCIATION | |||||||
| 401 TAYLOR STREET | LYNCHBURG | VA | 24501 | 541737181 | 501(C)(3) | $5,259 | ANNUAL DONOR-DESIGNATED GRANT |
| THE ARC OF CENTRAL VIRGINIA | |||||||
| 1508 BEDFORD AVE | LYNCHBURG | VA | 24504 | 237221570 | 501(C)(3) | $8,000 | TO PURCHASE NEW FURNISHINGS AND EQUIPMENT |
| THE LYNCHBURG CHAPTER OF THE LINKS INC | |||||||
| 1322 PIERCE STREET | LYNCHBURG | VA | 24501 | 300710685 | 501(C)(3) | $7,081 | TO FUND 20 LINKS SCHOLARSHIPS |
| THE SALVATION ARMY | |||||||
| 2215 PARK AVENUE | LYNCHBURG | VA | 24501 | 135562351 | 501(C)(3) | $21,476 | TO FUND ANNUAL OCCUPANCY COST BUDGETED FOR ONE YEAR FOR THE EMERGENCY SHELTER PROGRAM |
| UNITED WAY OF CENTRAL VIRGINIA | |||||||
| 1010 MILLER PARK SQUARE | LYNCHBURG | VA | 24501 | 540505923 | 501(C)(3) | $16,502 | ANNUAL DONOR DESIGNATED |
| VCIC | |||||||
| 5511 STAPLES MILL RD 202 | RICHMOND | VA | 23228 | 203188273 | 501(C)(3) | $7,000 | TO SPONSOR THE PROJECT INCLUSION PROGRAM AT E.C. GLASS HIGH SCHOOL |
| VIRGINIA HUNTERS WHO CARE INC | |||||||
| PO BOX 304 | BIG ISLAND | VA | 24526 | 541650687 | 501(C)(3) | $11,100 | TO SUPPORT DISTRIBUTION OF VENISON TO THE HUNGRY |
| VIRGINIA LEGAL AID SOCIETY | |||||||
| PO BOX 6200 | LYNCHBURG | VA | 24505 | 510226448 | 501(C)(3) | $8,282 | TO SUPPORT STRENGTHENING FAMILIES WITH CHILDREN PROGRAM |
| WHARTON MEMORIAL FOUNDAITONBOWER CENTER FOR THE ARTS | |||||||
| 305 NORTH BRIDGE STREET | BEDFORD | VA | 24523 | 541807995 | 501(C)(3) | $5,000 | TO SUUPOR THE BOWER SUMMER ARTS CAMP |
| WORDWORKS LYNCHBURG INC | |||||||
| 927 CHURCH STREET | LYNCHBURG | VA | 24504 | 462235127 | 501(C)(3) | $9,700 | TO PROVIDE PROGRAM SUPPORT |
| YMCA OF CENTRAL VIRGINIA | |||||||
| 801 WYNDHURST DRIVE | LYNCHBURG | VA | 24502 | 540505924 | 501(C)(3) | $10,000 | TO SUPPORT THE Y ON WHEELS PROJECT |
| YWCA OF CENTRAL VIRGINIA | |||||||
| 626 CHURCH STREET | LYNCHBURG | VA | 24504 | 540506490 | 501(C)(3) | $16,348 | PLYMALE FOUNDATION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 84 | 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 | 45 | RecipientCnt |
| Cash Grant | $56,424 | 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 EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE FORM 990 BEFORE SUBMITTING IT TO THE INTERNAL REVENUE SERVICE & A FULL COPY OF THE DRAFT 990 IS PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING. |
| 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 28,618. ANNUITY LIABILITY ADJUSTMENT -2,158. |
| 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 | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 PAULETTE CIRCLE SUITE B | AddressLine1 |
| City | LYNCHBURG | City |
| State | VA | State |
| ZIP Code | 24502 | ZIPCode |
| 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 | BusinessNameLine1 |
| 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 |
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