GREATER LYNCHBURG COMMUNITY FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- GREATER LYNCHBURG COMMUNITY FOUNDATION (EIN 54-6112680)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-01-15
- IRS object ID
- 201420179349300737
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-01-15T18:26:18-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 560574444 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 546112680 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREATER LYNCHBURG COMMUNITY TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | GREA | NameControl |
| Phone | 4348456500 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STUART C FAUBER | Name |
| Title | PRESIDENT/CEO | Title |
| Phone | 4348456500 | Phone |
| Date Signed | 2014-01-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SAMUEL E JOHNSON | Name |
| PTIN | P00019699 | PTIN |
| Phone | 4348476643 | Phone |
| Date Prepared | 2014-01-07 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | STUART C FAUBER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 15858669 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.LYNCHBURGTRUST.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1972 | YearFormation |
| State Legal Domicile | VA | StateLegalDomicile |
| Activity Or Mission Description | DISTRIBUTE CONTRIBUTED FUNDS TO NON-PROFIT ORGANIZATIONS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 3 | TotalNbrEmployees |
| Total Nbr Volunteers | 16 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2354627 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 840061 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 911414 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1858830 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3266041 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2698891 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1331286 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1344932 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 196753 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 199234 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 94686 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 98178 | OtherExpensePriorYear |
| Other Expenses Current Year | 317790 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1626217 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1861956 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1639824 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 836935 | RevenuesLessExpensesCY |
| Total Assets BOY | 29622750 | TotalAssetsBOY |
| Total Assets EOY | 32607665 | TotalAssetsEOY |
| Total Liabilities BOY | 492123 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 551980 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 29130627 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 32055685 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1661756 | Expense |
| Grants | 1344933 | Grants |
| Description | 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. | Description |
| Total Program Service Expense | 1661756 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 6 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 3 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STUART FAUBER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4348456500 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (17 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| MR JOHN R ALFORD JR | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MR ROBERT L FINCH JR | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MR JOHN M FLIPPIN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MR ERNIE GUILL | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MR DAVID A HERRICK | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MR HYLAN T HUBBARD III | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MS ELLEN P JAMERSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MR WALLACE G MCKENNA JR | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MS ELLEN G NYGAARD | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DR AUGUSTUS A PETTICOLAS JR | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MR JAMES R RICHARDS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MR MARC A SCHEWEL | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MR MASSIE G WARE JR | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MR CHARLES B WHITE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DR JAMES W WRIGHT | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MS MARYJANE DOLAN | ||||||
| CHAIRPERSON / DIRECTOR | 1.00 | X | 0 | 0 | 0 | X |
| MR STUART C FAUBER | ||||||
| PRESIDENT / CEO | 40.00 | 111995 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 111995 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 840061 | AllOtherContributions |
| Total Contributions | 840061 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 698829 | TotalRevenueColumn |
| Exclusion | $698,829 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 14319779 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 13159778 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1160001 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1160001 | TotalRevenueColumn |
| Exclusion | $1,160,001 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2698891 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,858,830 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1306126 | Total |
| Program Services | 1306126 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38806 | Total |
| Program Services | 38806 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 111995 | Total |
| Program Services | 44798 | ProgramServices |
| Management And General | 22399 | ManagementAndGeneral |
| Fundraising | 44798 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 73378 | Total |
| Program Services | 29351 | ProgramServices |
| Management And General | 29351 | ManagementAndGeneral |
| Fundraising | 14676 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13861 | Total |
| Program Services | 5544 | ProgramServices |
| Management And General | 2773 | ManagementAndGeneral |
| Fundraising | 5544 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2107 | Total |
| Program Services | 982 | ProgramServices |
| Management And General | 1125 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8100 | Total |
| Management And General | 8100 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 216081 | Total |
| Program Services | 216081 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9725 | Total |
| Program Services | 7970 | ProgramServices |
| Management And General | 1755 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7360 | Total |
| Program Services | 2092 | ProgramServices |
| Management And General | 4223 | ManagementAndGeneral |
| Fundraising | 1045 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11638 | Total |
| Program Services | 4655 | ProgramServices |
| Management And General | 4655 | ManagementAndGeneral |
| Fundraising | 2328 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12630 | Total |
| Management And General | 12630 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1368 | Total |
| Management And General | 1368 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3643 | Total |
| Management And General | 3643 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | FundraisingFundraising | Management And GeneralManagementAndGeneral | Program ServicesProgramServices |
|---|---|---|---|---|
| DEVELOPMENT EXP | 19656 | 19656 | ||
| PRINTING & PUBLICATIONS | 5930 | 5781 | 149 | |
| TELEPHONE | 4284 | 858 | 1713 | 1713 |
| DUES & SUBSCRIPTIONS | 3930 | 3930 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11338 | Total |
| Program Services | 3638 | ProgramServices |
| Management And General | 7700 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1861956 | Total |
| Program Services | 1661756 | ProgramServices |
| Management And General | 105514 | ManagementAndGeneral |
| Fundraising | 94686 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 120105 | BOY |
| EOY | 94017 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2254672 | BOY |
| EOY | 1176873 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 978090 | BOY |
| EOY | 492603 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 59721 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 47977 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13812 | BOY |
| EOY | 11744 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26256071 | BOY |
| EOY | 30832428 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29622750 | BOY |
| EOY | 32607665 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17930 | BOY |
| EOY | 21391 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 394198 | BOY |
| EOY | 446357 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 79995 | BOY |
| EOY | 84232 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 492123 | BOY |
| EOY | 551980 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3797956 | BOY |
| EOY | 5498109 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1102962 | BOY |
| EOY | 1772327 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24229709 | BOY |
| EOY | 24785249 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29130627 | BOY |
| EOY | 32055685 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29622750 | BOY |
| EOY | 32607665 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 836935 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 2081419 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 6704 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust170b1 Avi | X | CommunityTrust170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2312919 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 649191 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 763735 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2354627 | CurrentTaxYearMinus1Year |
| Current Tax Year | 840061 | CurrentTaxYear |
| Total | 6920533 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2312919 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 649191 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 763735 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2354627 | CurrentTaxYearMinus1Year |
| Current Tax Year | 840061 | CurrentTaxYear |
| Total | 6920533 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 2365426 | AmountsSubstContributorsTotal |
| Public Support Total170 | 4555107 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 585954 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 437797 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 454522 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 488327 | CurrentTaxYearMinus1Year |
| Current Tax Year | 698829 | CurrentTaxYear |
| Total | 2665429 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 9585962 | TotalSupport |
| Public Support Pertcentage170 | 0.47520 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.46700 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 53 | NumberDAFsHeld |
| Number Funds Held | 171 | NumberFundsHeld |
| Donor Advised Contributions | 293409 | DonorAdvisedContributions |
| Contrib To Funds And Other Accounts | 546652 | ContribToFundsAndOtherAccounts |
| Grants Paid From Donor Funds | 149814 | GrantsPaidFromDonorFunds |
| Grants Funds And Other Accounts | 1195118 | GrantsFundsAndOtherAccounts |
| Aggregate DAF Value | 4224103 | AggregateDAFValue |
| Aggregate Fund Value | 27785199 | AggregateFundValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 22663684 | BeginningOfYearBalance |
| Contributions | 607412 | Contributions |
| Investment Earnings Or Losses | 3214440 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -1075266 | GrantsOrScholarships |
| Other Expenditures | -169409 | OtherExpenditures |
| Administrative Expenses | -222866 | AdministrativeExpenses |
| End Of Year Balance | 27953077 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 21861167 | BeginningOfYearBalance |
| Contributions | 2176319 | Contributions |
| Investment Earnings Or Losses | -138889 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -866518 | GrantsOrScholarships |
| Other Expenditures | -151442 | OtherExpenditures |
| Administrative Expenses | -216953 | AdministrativeExpenses |
| End Of Year Balance | 25133510 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 19119000 | BeginningOfYearBalance |
| Contributions | 548375 | Contributions |
| Investment Earnings Or Losses | 3531642 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -971612 | GrantsOrScholarships |
| Other Expenditures | -148750 | OtherExpenditures |
| Administrative Expenses | -217488 | AdministrativeExpenses |
| End Of Year Balance | 24536867 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 17725625 | BeginningOfYearBalance |
| Contributions | 523163 | Contributions |
| Investment Earnings Or Losses | 2223706 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1009150 | GrantsOrScholarships |
| Other Expenditures | -139399 | OtherExpenditures |
| Administrative Expenses | -204945 | AdministrativeExpenses |
| End Of Year Balance | 19807688 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 20554124 | BeginningOfYearBalance |
| Contributions | 2222063 | Contributions |
| Investment Earnings Or Losses | -2998806 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -980039 | GrantsOrScholarships |
| Other Expenditures | -732083 | OtherExpenditures |
| Administrative Expenses | -339634 | AdministrativeExpenses |
| End Of Year Balance | 21829137 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00930 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.99070 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 59721 | OtherCostOrOtherBasis |
| Depreciation | 47977 | Depreciation |
| Book Value | 11744 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 11744 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CHARITABLE GIFT ANNUITY PAYABLE | Description |
| Amount | $84,232 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 84232 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE TRUST'S ENDOWMENT FUNDS ARE USED TO PROVIDE GRANTS TO 501(C)(3) ORGANIZATIONS. THE TRUST HAS INCLUDED $205,633 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. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | 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 IRS. TRUST MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE TRUST, AND HAS CONCLUDED THAT AS OF JUNE 30, 2013 AND 2012, 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 2010. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (78 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| ACADEMY OF FINE ARTS - LYNCHBURG | |||||||
| 600 MAIN STREET | LYNCHBURG | VA | 24504 | 237061145 | 501(C)(3) | 5620 | TO FUND THE MAY CARTER POTTERY STUDIO UPDATE PROJECT |
| ADULT CARE CENTER | |||||||
| PO BOX 568 | LYNCHBURG | VA | 24503 | 541297050 | 501(C)(3) | 9900 | ANNUAL DONOR-DESIGNATED GRANT |
| ALTAVISTA AREA YMCA | |||||||
| PO BOX 149 | ALTAVISTA | VA | 24517 | 540895639 | 501(C)(3) | 10657 | PLYMALE FOUNDATION |
| ALTAVISTACAMPBELL COUNTY HABITAT | |||||||
| PO BOX 232 | ALTAVISTA | VA | 24517 | 541793590 | 501(C)(3) | 6000 | TO SUPPORT THE 2011 BUILDING FUND |
| AMAZEMENT SQUARE | |||||||
| 27 NINTH STREET | LYNCHBURG | VA | 24504 | 541713204 | 501(C)(3) | 11362 | TO SUPPORT THE SPONSORED ADMISSION PROGRAM |
| AMERICAN RED CROSS - HISTORIC VIRGINIA CHAPTER | |||||||
| 1007 SHEFFIELD DRIVE | LYNCHBURG | VA | 24502 | 530196605 | 501(C)(3) | 6500 | TO PROVIDE PROGRAM SUPPORT |
| AMHERST COUNTY PUBLIC SCHOOLS EDUCATION FOUNDATION INC | |||||||
| PO BOX 1425 | AMHERST | VA | 24521 | 541769234 | 501(C)(3) | 5000 | TO SUPPORT IRON MEN AND IRON DIAMONDS |
| ANNE SPENCER HOUSE & GARDEN MUSEUM | |||||||
| 1306 PIERCE ST | LYNCHBURG | VA | 24501 | 521470973 | 501(C)(3) | 10714 | TO FUND INSTALLATION OF HVAC SYSTEM IN MUSEUM AND COTTAGE |
| APPOMATTOX COUNTY HISTORICAL SOCIETY | |||||||
| PO BOX 253 | APPOMATTOX | VA | 24522 | 510199452 | 501(C)(3) | 5000 | TO SUPPORT RESTORATION OF 1895 OLD JAIL MUSEUM |
| BEDFORD CHRISTIAN MINISTRIES ASSOCIATION INC | |||||||
| 217 W WASHINGTON STREET | BEDFORD | VA | 24523 | 521414405 | 501(C)(3) | 10000 | TO SUPPORT THE MILK & EGG VOUCHER PROGRAM |
| BEDFORD COMMUNITY CHRISTMAS STATION INC | |||||||
| PO BOX 1353 | BEDFORD | VA | 24523 | 421710753 | 501(C)(3) | 5000 | TO PROVIDE PROGRAM SUPPORT |
| BEDFORD COMMUNITY ORCHESTRA | |||||||
| 1900 STATLER RD | BEDFORD | VA | 24122 | 541702458 | 501(C)(3) | 5000 | TO SUPPORT THE "MUSICIAN DEVELOPMENT AND CONTINUING EDUCATION PROGRAM" |
| BIG BROTHERS BIG SISTERS OF CENTRAL VA | |||||||
| 2901 LANGHORNE RD | LYNCHBURG | VA | 24501 | 540908680 | 501(C)(3) | 7000 | TO SUPPORT THE BACKPACK PROGRAM |
| BLUE RIDGE AREA FOOD BANK | |||||||
| PO BOX 937 | VERONA | VA | 24482 | 521202644 | 501(C)(3) | 9504 | TO SUPPOR THE HEALTH COMPASS OUTREACH PROGRAM |
| BOYS & GIRLS CLUB OF GREATER LYNCHBURG | |||||||
| 1101 MADISON STREET | LYNCHBURG | VA | 24504 | 200199894 | 501(C)(3) | 10396 | TO PROVIDE CAMPER SCHOLARSHIPS; SUPPORT GARDEN & ENVIRONMENTAL PROGRAM |
| CAMP KUM-BA-YAH INC | |||||||
| 4415 BOONSBORO ROAD | LYNCHBURG | VA | 24503 | 541218073 | 501(C)(3) | 12000 | TO PROVIDE FUNDING FOR CAMPER SCHOLARSHIPS; SOFTWARE/WEBSITE UPGRADES |
| CASA OF CENTRAL VIRGINIA | |||||||
| PO BOX 11373 | LYNCHBURG | VA | 24506 | 541695593 | 501(C)(3) | 7120 | TO PROVIDE PROGRAM SUPPORT |
| CENTRA FOUNDATION | |||||||
| 1920 ATHERHOLT ROAD | LYNCHBURG | VA | 24501 | 541604094 | 501(C)(3) | 5439 | ANNUAL DONOR-DESIGNATED GRANT |
| CHILDREN'S MIRACLE NETWORK | |||||||
| 1900 TATE SPRINGS ROAD | LYNCHBURG | VA | 24501 | 541391700 | 501(C)(3) | 5688 | ANNUAL DONOR-DESIGNATED GRANT |
| CHURCHES FOR URBAN MINISTRY | |||||||
| 1022 FLOYD STREET | LYNCHBURG | VA | 24501 | 541315808 | 501(C)(3) | 21000 | TO SUPPORT CAMP TIMOTHY 2012 |
| COURT STREET BAPTIST CHURCH | |||||||
| PO BOX 733 | LYNCHBURG | VA | 24505 | 546045461 | 501(C)(3) | 6000 | TO SUPPORT THE CENTRAL VIRGINIA HIV TESTING & COUNSELING PROJECT |
| ELIZABETH'S EARLY LEARNING CENTER | |||||||
| 2320 BEDFORD AVENUE | LYNCHBURG | VA | 24503 | 541808771 | 501(C)(3) | 283600 | TO FUND PLAYGROUND RENOVATIONS |
| ENDSTATION THEATRE COMPANY | |||||||
| PO BOX 128 | SWEET BRIAR | VA | 24595 | 204962047 | 501(C)(3) | 6378 | TO PROVIDE PROGRAM SUPPORT |
| FAITH CHRISTIAN ACADEMY | |||||||
| PO BOX 670 | HURT | VA | 24563 | 541466895 | 501(C)(3) | 5847 | ANNUAL DONOR-DESIGNATED GRANT |
| FORT EARLY CORPORATION | |||||||
| PO BOX 4114 | LYNCHBURG | VA | 24502 | 521231813 | 501(C)(3) | 7727 | TO SUPPORT THE RESTORATION OF FORT EARLY BUILDING |
| FREE CLINIC OF CENTRAL VIRGINIA | |||||||
| 1016 MAIN STREET | LYNCHBURG | VA | 24504 | 541420756 | 501(C)(3) | 29446 | ANNUAL DONOR-DESIGNATED GRANT |
| FRIENDS OF THE LYNCHBURG PUBLIC LIBRARY | |||||||
| 2315 MEMORIAL AVENUE | LYNCHBURG | VA | 24501 | 546059813 | 501(C)(3) | 7277 | ANNUAL DONOR-DESIGNATED GRANT |
| GIRL SCOUTS OF VIRGINIA SKYLINE COUNCIL | |||||||
| 3663 PETERS CREEK ROAD NW | ROANOKE | VA | 240192809 | 540737207 | 501(C)(3) | 6500 | TO SUPPORT PROVIDING GIRL SCOUT OPPORTUNITIES TO UNDERSERVED GIRLS - LYNCHBURG |
| GLEANING FOR THE WORLD | |||||||
| PO BOX 645 | CONCORD | VA | 24538 | 541930105 | 501(C)(3) | 7000 | TO SUPPORT HELPING OUR NEIGHBORS PROGRAM |
| HABITAT FOR HUMANITY - GREATER LYNCHBURG | |||||||
| 360 ALLEGHANY AVENUE | LYNCHBURG | VA | 245012606 | 541464802 | 501(C)(3) | 7109 | TO PURCHASES SCAFFOLDING EQUIPMENT |
| HARVEST OUTREACH CENTER INC | |||||||
| PO BOX 4 | GLADYS | VA | 24554 | 201927928 | 501(C)(3) | 5000 | YOUTH PHILANTHROPHY |
| HEART HAVENS | |||||||
| 812 MOOREFIELD PARK DRIVE 301 | RICHMOND | VA | 23236 | 541823934 | 501(C)(3) | 10227 | TO SUPPORT PURCHASE POF WHEELCHAIR ACCESSIBLE VAN; INSTALL GENERATOR; AND PURCHASE HOME FURNISHING |
| HOLIDAY LAKE 4-H EDUCATION AND 4-H CAMP FOR LYNCHBURG YOUTH | |||||||
| 1267 4-H CAMP ROAD | APPOMATTOX | VA | 24522 | 546003131 | 501(C)(3) | 5000 | TO PURCHASE MATERIALS NEEDED TO BUILD ONE POD |
| INTERFAITH OUTREACH ASSOCIATION | |||||||
| PO BOX 1125 | LYNCHBURG | VA | 24505 | 541214253 | 501(C)(3) | 15154 | TO SUPPORT EMERGENCY ASSISTANCE PROGRAM AND PROGRESSIVE RELEASE PROGRAM |
| JEFFERSON CHORAL SOCIETY | |||||||
| 600 MAIN STREET | LYNCHBURG | VA | 24504 | 541554423 | 501(C)(3) | 5000 | TO SUPPORT CARMINA BURANA APRIL 2012 MAJOR WORKS CONCERT |
| JUBILEE FAMILY DEVELOPMENT CENTER | |||||||
| 1512 FLORIDA AVENUE | LYNCHBURG | VA | 245014112 | 541881948 | 501(C)(3) | 13399 | ANNUAL DONOR-DESIGNATED GRANT |
| LAKE CHRISTIAN MINISTRIES INC | |||||||
| PO BOX 695 | MONETA | VA | 241210695 | 542034650 | 501(C)(3) | 8400 | TO SUPPORT THE PURCHASE OF A HANDICAPPED ACCESSIBLE VEHICLE |
| LEGACY PROJECT INC | |||||||
| PO BOX 308 | LYNCHBURG | VA | 24505 | 541771178 | 501(C)(3) | 10244 | ANNUAL DONOR-DESIGNATED GRANT |
| LYNCHBURG BEACON OF HOPE | |||||||
| PO BOX 1261 | LYNCHBURG | VA | 24505 | 453797831 | 501(C)(3) | 12000 | TO SUPPORT THE DIRECT SERVICES PROJECT |
| LYNCHBURG CITY SCHOOLS EDU FDN INC | |||||||
| PO BOX 2497 | LYNCHBURG | VA | 245051599 | 541385200 | 501(C)(3) | 11415 | TO PROVIDE GENERAL PROGRAM SUPPORT |
| LYNCHBURG COLLEGE | |||||||
| 1501 LAKESIDE DR | LYNCHBURG | VA | 24501 | 540505922 | 501(C)(3) | 8408 | SCHOLARSHIP FOR NYELE NAPOLEONI |
| LYNCHBURG DAILY BREAD INC | |||||||
| 721 CLAY STREET | LYNCHBURG | VA | 24504 | 521268749 | 501(C)(3) | 16608 | PLYMALE FOUNDATION |
| LYNCHBURG GROWS | |||||||
| PO BOX 12039 | LYNCHBURG | VA | 24506 | 200934133 | 501(C)(3) | 23809 | ANNUAL DONOR-DESIGNATED GRANT |
| LYNCHBURG HUMANE SOCIETY | |||||||
| 3305 NAVAL RESERVE ROAD | LYNCHBURG | VA | 24501 | 540570901 | 501(C)(3) | 20809 | 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) | 5000 | TO SUPPORT PROGRAMS AND DIRECT SERVICES IN ADULT LITERACY |
| LYNCHBURG SYMPHONY ORCHESTRA | |||||||
| 621 COURT STREET | LYNCHBURG | VA | 24504 | 521304854 | 501(C)(3) | 10545 | ANNUAL DONOR-DESIGNATED PAYMENT |
| MEALS ON WHEELS | |||||||
| PO BOX 1388 | LYNCHBURG | VA | 24505 | 237399875 | 501(C)(3) | 17481 | TO PROVIDE PROGRAM SUPPORT |
| MENTAL HEALTH AMERICA OF CENTRAL VIRGINIA | |||||||
| 2316 ATHERHOLT ROAD SUITE 206 | LYNCHBURG | VA | 24501 | 540829479 | 501(C)(3) | 7000 | TO PROVIDE FUNDING FOR MENTAL HEALTH SUPPORT SERVICES |
| MILLER HOME OF LYNCHBURG | |||||||
| 2134 WESTERLY DRIVE | LYNCHBURG | VA | 24501 | 540505999 | 501(C)(3) | 7714 | TO FUND KITCHEN RENOVATION |
| MIRIAM'S HOUSE | |||||||
| PO BOX 3196 | LYNCHBURG | VA | 245030196 | 541606543 | 501(C)(3) | 95626 | TO PROVIDE PROGRAM SUPPORT |
| MONACAN INDIAN NATION | |||||||
| PO BOX 1136 | MADISON HEIGHTS | VA | 24572 | 541656446 | 501(C)(3) | 5000 | TO FUND PHASE ONE OF "CABIN ON THE HILL" RENOVATION |
| NATIONAL D-DAY MEMORIAL FOUNDATION | |||||||
| PO BOX 77 | BEDFORD | VA | 24523 | 541504679 | 501(C)(3) | 10755 | TO PURCHASE ITEMS FOR TRAVELING TRUNKS; UPKEEP OF TRUNKS; MARKETING |
| NEW VISTAS SCHOOL | |||||||
| 520 ELDON STREET | LYNCHBURG | VA | 24501 | 541273630 | 501(C)(3) | 26286 | ANNUAL DONOR-DESIGNATED GRANT |
| OPERA ON THE JAMES INC | |||||||
| PO BOX 1450 | LYNCHBURG | VA | 24505 | 562521625 | 501(C)(3) | 13805 | ANNUAL DONOR-DESIGNATED GRANT |
| PARKVIEW COMMUNITY MISSION | |||||||
| 2420 MEMORIAL AVENUE | LYNCHBURG | VA | 24501 | 540798225 | 501(C)(3) | 10000 | TO FUND ADMINISTRATIVE EXPENSE (SALARY) FOR ONE YEAR |
| PATRICK HENRY FAMILY SERVICES | |||||||
| PO BOX 1398 | BROOKNEAL | VA | 24528 | 540660819 | 501(C)(3) | 15000 | TO SUPPORT RESTORATION OF LAW OFFICE AND GRAVESITE |
| POPLAR FOREST | |||||||
| PO BOX 419 | FOREST | VA | 24551 | 541258296 | 501(C)(3) | 6000 | TO SUPPORT SHAPING THE WORLD: CONVERSATIONS ON DEMOCRACY |
| PRESBYTERIAN HOMES AND FAMILY SERVICES INC | |||||||
| 150 LINDEN AVENUE | LYNCHBURG | VA | 24503 | 540346118 | 501(C)(3) | 11709 | TO PROVIDE ADMINISTRATIVE SUPPORT |
| REACH OUT AND READ VIRGINIA | |||||||
| 12929 CHURCH ROAD | RICHMOND | VA | 23233 | 043481253 | 501(C)(3) | 6500 | TO PROVIDE PROGRAM SUPPORT |
| REBUILDING TOGETHER - LYNCHBURG | |||||||
| 926 COMMERCE STREET | LYNCHBURG | VA | 24504 | 541976958 | 501(C)(3) | 9393 | TO PROVIDE PROGRAM SUPPORT |
| RIVERMONT AREA EMERGENCY FOOD PANTRY | |||||||
| 1000 LANGHORNE ROAD | LYNCHBURG | VA | 24503 | 546024478 | 501(C)(3) | 6000 | TO PURCHASE NON-FOOD NECESSITIES |
| RUSH LIFETIME HOMES | |||||||
| 1022 COMMERCE STREET SUITE 3A | LYNCHBURG | VA | 24504 | 311519694 | 501(C)(3) | 6000 | TO SUPPORT THE DEVELOPMENT OF ARMSTRONG PLACE |
| SMART BEGINNINGS OF CENTRAL VIRGINIA | |||||||
| PO BOX 10008 | LYNCHBURG | VA | 24506 | 540505923 | 501(C)(3) | 6500 | TO PROVIDE PROGRAM SUPPORT |
| SML GOOD NEIGHBORS INC | |||||||
| PO BOX 2 | MONETA | VA | 24121 | 261274000 | 501(C)(3) | 5000 | 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) | 6000 | TO SUPPORT LYNCHBURG AREA FOOD RECOVERY PROJECT |
| SOUTH CENTRAL SPAY AND NEUTER CLINIC | |||||||
| 3305 NAVAL RESERVE ROAD | LYNCHBURG | VA | 24501 | 263842124 | 501(C)(3) | 10309 | ANNUAL DONOR-DESIGNATED GRANT |
| SOUTHERN MEMORIAL ASSOCIATION | |||||||
| 401 TAYLOR STREET | LYNCHBURG | VA | 24501 | 541737181 | 501(C)(3) | 5160 | ANNUAL DONOR-DESIGNATED GRANT |
| THE ARC OF CENTRAL VIRGINIA | |||||||
| 1508 BEDFORD AVE | LYNCHBURG | VA | 24504 | 237221570 | 501(C)(3) | 10500 | TO PURCHASE NEW FURNISHINGS AND EQUIPMENT |
| THE GATEWAY HOUSE INC | |||||||
| 300 12TH STREET | LYNCHBURG | VA | 24504 | 541450248 | 501(C)(3) | 10000 | TO SUPPORT THE MUSIC BRIDGE PROGRAM |
| THE LYNCHBURG CHAPTER OF THE LINKS INC | |||||||
| 1322 PIERCE STREET | LYNCHBURG | VA | 24501 | 300710685 | 501(C)(3) | 6000 | TO FUND 20 LINKS SCHOLARSHIPS |
| THE SALVATION ARMY | |||||||
| 2215 PARK AVENUE | LYNCHBURG | VA | 24501 | 135562351 | 501(C)(3) | 11459 | TO FUND ANNUAL OCCUPANCY COST BUDGETED FOR ONE YEAR FOR THE EMERGENCY SHELTER PROGRAM |
| THE SEDALIA CENTER INC | |||||||
| 1108 SEDALIA SCHOOL ROAD | BIG ISLAND | VA | 24526 | 541578039 | 501(C)(3) | 12470 | TO FUND PURCHASE AND INSTALLATION OF TWO WATER HEATERS |
| UNITED WAY OF CENTRAL VIRGINIA | |||||||
| 1010 MILLER PARK SQUARE | LYNCHBURG | VA | 24501 | 540505923 | 501(C)(3) | 15936 | ANNUAL DONOR DESIGNATED |
| VCIC | |||||||
| 5511 STAPLES MILL RD 202 | RICHMOND | VA | 23228 | 203188273 | 501(C)(3) | 7500 | 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) | 7000 | TO SUPPORT DISTRIBUTION OF VENISON TO THE HUNGRY |
| VIRGINIA LEGAL AID SOCIETY | |||||||
| PO BOX 6200 | LYNCHBURG | VA | 24505 | 510226448 | 501(C)(3) | 6000 | TO SUPPORT STRENGTHENING FAMILIES WITH CHILDREN PROGRAM |
| YMCA OF CENTRAL VIRGINIA | |||||||
| 801 WYNDHURST DRIVE | LYNCHBURG | VA | 24502 | 540505924 | 501(C)(3) | 5219 | TO SUPPORT THE Y ON WHEELS PROJECT |
| YWCA OF CENTRAL VIRGINIA | |||||||
| 626 CHURCH STREET | LYNCHBURG | VA | 24504 | 540506490 | 501(C)(3) | 13199 | PLYMALE FOUNDATION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 78 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 40 | NumberOfRecipients |
| Amount Of Cash Grant | 38806 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE TRUST HAS FINAL APPROVAL OF ALL GRANTS. SCHOLARSHIPS TO INDIVIDUALS ARE MADE BASED ON AN APPROVED PROCESS INVOLVING SCHOLARSHIP COMMITTEES. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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 16,318. ANNUITY LIABILITY ADJUSTMENT -9,614. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| 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. | AUDIT OVERSIGHT PROCESS: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GLCT INC | BusinessNameLine1 |
Address US AddressUS
| 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 | PrimaryActivities |
| Legal Domicile State | VA | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 8 | PublicCharityStatus |
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 Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Comments