2012-03-06T11:42:01-06:00 2011-06-30 CHERRY BEKAERT & HOLLAND LLP P O BOX 1119 LYNCHBURG VA 245051119 990 2010-07-01 546112680 GREATER LYNCHBURG COMMUNITY TRUST GREA 4348456500 101 PAULETTE CIRCLE NO B LYNCHBURG VA 24502 STUART C FAUBER 4348456500 2012-03-01 1 SAMUEL E JOHNSON 4348476643 2012-03-01 2010 2016-02-24 21:20:13Z STUART C FAUBER 101 PAULETTE CIRCLE NO B LYNCHBURG VA 24502 2127092 0 X WWW.LYNCHBURGTRUST.ORG X 1972 VA DISTRIBUTE CONTRIBUTED FUNDS TO NON-PROFIT ORGANIZATIONS 16 16 3 0 0 0 651873 763735 0 0 736141 1363357 0 0 1388014 2127092 1410066 1332638 0 0 185465 186614 0 0 83121 76904 93983 1672435 1613235 -284421 513857 25392054 29120342 376820 454568 25015234 28665774 X THE PRINCIPAL MISSION OF THE TRUST IS TO ENHANCE THE QUALITY OF LIFE IN THE COMMUNITIES SERVED BY THE ESTABLISHMENT OF PERMANENT ENDOWMENTS FOR THE CITIES OF LYNCHBURG AND BEDFORD AND THE COUNTIES OF AMHERST, APPOMATTOX, BEDFORD AND CAMPBELL, WITH INCOME DISTRIBUTED ANNUALLY TO CHARITABLE ORGANIZATIONS WITHIN THE COMMUNITY. 0 0 1423183 1332638 908835 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. 1423183 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 4 0 3 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 VA X STUART FAUBER 4348456500 101 PAULETTE CIRCLE SUITE B LYNCHBURG VA 24502 MR ERNIE T GUILL 1.00 X 0 0 0 MS MARYJANE DOLAN 1.00 X 0 0 0 MR ROBERT L FINCH JR 1.00 X 0 0 0 MR JOHN M FLIPPIN 1.00 X 0 0 0 DR WILLIAM E GAYLE JR 1.00 X 0 0 0 MS ELLEN P JAMERSON 1.00 X 0 0 0 MR WALLACE G MCKENNA JR 1.00 X 0 0 0 DR AUGUSTUS A PETTICOLAS JR 1.00 X 0 0 0 MR JAMES R RICHARDS 1.00 X 0 0 0 MR MARC A SCHEWEL 1.00 X 0 0 0 MR MASSIE G WARE JR 1.00 X 0 0 0 MR CHARLES B WHITE 1.00 X 0 0 0 MR JOHN R ALFORD JR 1.00 X 0 0 0 MS ELLEN NYGAARD 1.00 X 0 0 0 MR HYLAN T HUBBARD III 1.00 X 0 0 0 MR DAVID A HERRICK 1.00 X 0 0 0 MR MICHAEL V BRADFORD 1.00 X 0 0 0 MR JOHN H SORRELLS 1.00 X 0 0 0 MR MICHAEL A SYREK 1.00 X 0 0 0 MR DAVID L YARTER 1.00 X 0 0 0 MR STUART C FAUBER 40.00 X 107666 0 0 MS CHERYL C HALL 40.00 X 45220 0 0 152886 0 0 1 0 0 0 0 763735 763735 454522 454522 908835 908835 908835 908835 2127092 908835 0 454522 1295996 1295996 36642 36642 147403 58961 29481 58961 26000 10400 10400 5200 13211 5285 2641 5285 7452 3132 4320 7600 7600 12486 8566 3920 9440 2755 5307 1378 12950 5180 5180 2590 12630 12630 3035 115 2920 4840 4840 PRINTING AND PUBLICATIO 4997 4997 INSURANCE 4424 807 3617 TELEPHONE 3948 1579 1579 790 DUES AND SUBSCRIPTIONS 3430 3430 UTILITIES 2876 2876 3875 2331 1544 1613235 1423183 106931 83121 66098 140329 1316583 1529719 233539 374199 58146 39859 22427 18287 23753407 27057808 25392054 29120342 3357 539 364292 444946 9171 9083 376820 454568 X 3001104 5312143 520913 1303726 21493217 22049905 25015234 28665774 25392054 29120342 X 513857 3136683 X X 0 1 1 X 0 X 397649 1351852 2312919 649191 763735 5475346 397649 1351852 2312919 649191 763735 5475346 2063922 3411424 492034 639228 585954 437797 454522 2609535 8084881 0.42200 0.42020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 36 137 108591 673265 130461 1220298 3523715 25063810 1 1 19119000 548375 3531642 -971612 -148750 -217488 21861167 17725625 523163 2223706 1009150 -139399 -204945 19119000 20554124 2222063 -2998806 -980039 -732083 -339634 21829137 0.00120 0.99880 0 0 58146 39859 18287 18287 ACCRUED VACATION 9083 9083 2127092 1613235 513857 3106946 29737 3136683 3650540 5456620 3136682 192846 3329528 2127092 0 2127092 1806080 192846 192846 1613234 1 1 1613235 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 $188,963 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: 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, 2011, 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. PART XI, LINE 8 - OTHER ADJUSTMENTS: UNREALIZED GAIN ON CHARITABLE REMAINDER TRUSTS 29,737. PART XII, LINE 2D - OTHER ADJUSTMENTS: BANK FEES DEDUCTED FROM INVESTMENT INCOME 192,846. PART XIII, LINE 2D - OTHER ADJUSTMENTS: BANK FEES DEDUCTED FROM INVESTMENT INCOME 192,846. PART XIII, LINE 4B - OTHER ADJUSTMENTS: ROUNDING DIFFERENCE 1. 1 ACADEMY OF FINE ARTS - LYNCHBURG 600 MAIN STREET LYNCHBURG VA 24504 237061145 501(C)(3) 6200 TO SUPPORT "FAMILY FUN AT THE ACADEMY" PROJECT ADULT CARE CENTER PO BOX 568 LYNCHBURG VA 24503 541297050 501(C)(3) 5426 TO PURCHASE LASER COLOR PRINTER & SUPPLIES; COVER INITIAL COST OF MAINTENANCE AGREEMENT ALTAVISTA AREA YMCA PO BOX 149 ALTAVISTA VA 24517 540895639 501(C)(3) 17500 TO SUPPORT THE PURCHASE OF A BUS FOR THE CHILD CARE PROGRAM ALTAVISTACAMPBELL COUNTY HABITAT PO BOX 232 ALTAVISTA VA 24517 541793590 501(C)(3) 7000 TO SUPPORT 2010 BUILDING FUND AMAZEMENT SQUARE 27 NINTH STREET LYNCHBURG VA 24504 541713204 501(C)(3) 13152 TO SUPPORT TECHNOLOGY UPGRADE & PROVIDE PROGRAM SUPPORT AMHERST COUNTY HOUSING & COMMUNITY DEVELOPMENT FOUNDATION PO BOX 1641 AMHERST VA 24521 201753302 501(C)(3) 7500 TO SUPPORT RENOVATIONS TO EIGHT HOUSING SITES APPOMATTOX LITERACY INTERVENTION PROGRAM 185 LEARNING LANE APPOMATTOX VA 24522 541779269 501(C)(3) 7500 TO SUPPORT OPERATION OF TWO BOOK BUSES AVENEL FOUNDATION PO BOX 686 BEDFORD VA 24523 541345184 501(C)(3) 7500 TO SUPPORT THE KITCHEN RENOVATION PROJECT BEDFORD AREA EDUCATION FOUNDATION 110 VISTA CENTRE DRIVE FOREST VA 24551 364499678 501(C)(3) 5000 TO FUND TEACHER-INITIATED EDUCATIONAL ENRICHMENT PROJECTS FOR 2011-12 SCHOOL YEAR BEDFORD CHRISTIAN MINISTRIES ASSOCIATION INC 217 W WASHINGTON STREET BEDFORD VA 24523 521414405 501(C)(3) 7500 TO SUPPORT THE MILK & EGG VOUCHER PROGRAM BEDFORD COMMUNITY CHRISTMAS STATION INC PO BOX 1353 BEDFORD VA 24523 421710753 501(C)(3) 6400 TO PROVIDE PROGRAM SUPPORT BLUE RIDGE AREA FOOD BANK PO BOX 937 VERONA VA 24482 521202644 501(C)(3) 9083 TO PURCHASE FOOD FOR THE BACKPACK PROGRAM BOYS & GIRLS CLUB OF GREATER LYNCHBURG 1101 MADISON STREET LYNCHBURG VA 24504 200199894 501(C)(3) 9151 TO PROVIDE PROGRAM SUPPORT CAMP KUM-BA-YAH INC 4415 BOONSBORO ROAD LYNCHBURG VA 24503 541218073 501(C)(3) 19500 TO PROVIDE PROGRAM SUPPORT CASA OF CENTRAL VIRGINIA PO BOX 11373 LYNCHBURG VA 24506 541695593 501(C)(3) 11100 TO PROVIDE PROGRAM SUPPORT CENTRA FOUNDATION 1920 ATHERHOLT ROAD LYNCHBURG VA 24501 541604094 501(C)(3) 10631 FOR SUPPORT OF THE NEW PEDIATRIC CENTER AT LYNCHBURG GENERAL HOSPITAL CENTRAL VIRGINIA MISSION TEAM 1827 ROYAL OAK DRIVE LYNCHBURG VA 24503 262998759 501(C)(3) 20000 TO ESTABLISH A BUILDING FOR EYE AND DENTAL CARE CHILDREN'S MIRACLE NETWORK 1900 TATE SPRINGS ROAD LYNCHBURG VA 24501 541391700 501(C)(3) 5603 ANNUAL DONOR-DESIGNATED GRANT CHURCHES FOR URBAN MINISTRY 1022 FLOYD STREET LYNCHBURG VA 24501 541315808 501(C)(3) 13519 SUPPORT CAMP TIMOTHY COALITION FOR HIV AWARENESS AND PREVENTION PO BOX 1015 LYNCHBURG VA 24504 311736924 501(C)(3) 5500 TO SUPPORT THE CENTRAL VIRGINIA HIV/AIDS OUTREACH PROJECT COURT STREET BAPTIST CHURCH PO BOX 733 LYNCHBURG VA 24505 546045461 501(C)(3) 5500 ANNUAL DONOR-DESIGNATED GRANT ELIZABETH'S EARLY LEARNING CENTER 2320 BEDFORD AVENUE LYNCHBURG VA 24503 541808771 501(C)(3) 301553 ANNUAL DONOR-DESIGNATED GRANT AND TO SUPPORT RENOVATIONS TO PLAYGROUND FAITH CHRISTIAN ACADEMY PO BOX 670 HURT VA 24563 541466895 501(C)(3) 5805 DONOR-DESIGNATED GRANT FORT EARLY CORPORATION PO BOX 4114 LYNCHBURG VA 24502 541231813 501(C)(3) 7500 TO SUPPORT PURCHASE AND RENOVATION OF FORT EARLY BUILDING FREE CLINIC OF CENTRAL VIRGINIA 1016 MAIN STREET LYNCHBURG VA 24504 541420756 501(C)(3) 26643 DONOR-DESIGNATED GRANT AND TO PROVIDE PROGRAM SUPPORT FRIENDS OF THE LYNCHBURG PUBLIC LIBRARY 2315 MEMORIAL AVENUE LYNCHBURG VA 24501 546059813 501(C)(3) 7342 ANNUAL DONOR-DESIGNATED GRANT GLEANING FOR THE WORLD PO BOX 645 LYNCHBURG VA 24538 541930105 501(C)(3) 5000 TO SUPPORT THE BACKPACKS FOR KIDS SAKE PROGRAM HABITAT FOR HUMANITY - GREATER LYNCHBURG 360 ALLEGHANY AVENUE LYNCHBURG VA 24501 541464802 501(C)(3) 6147 ANNUAL DONBOR-DESIGNATED GRANT & TO SUPPORT TECHNOLOGY UPGRADE HISTORIC SANDUSKY FOUNDATION 757 SANDUSKY DRIVE LYNCHBURG VA 24502 542014523 501(C)(3) 5000 TO FUND BRICK MORTAR REPAIR INTERFAITH OUTREACH ASSOCIATION PO BOX 1125 LYNCHBURG VA 24505 541214253 501(C)(3) 17121 TO PROVIDE PROGRAM SUPPORT JAMES RIVER DAY SCHOOL 5039 BOONSBORO ROAD LYNCHBURG VA 24503 540891225 501(C)(3) 6000 TO PROVIDE PROGRAM SUPPORT JONES MEMORIAL LIBRARY 2311 MEMORIAL AVENUE LYNCHBURG VA 24501 540505921 501(C)(3) 12984 DONOR-DESIGNATED GRANT AND SUPPORT THE PURCHASE OF TWO MICROFILM SCANNERS JUBILEE FAMILY DEVELOPMENT CENTER 1512 FLORIDA AVENUE LYNCHBURG VA 245014112 541881948 501(C)(3) 24499 TO PROVIDE PROGRAM SUPPORT LAKE CHRISTIAN MINISTRIES INC PO BOX 695 MONETA VA 24121 542034650 501(C)(3) 7500 TO PURCHASE FOOD LEGACY PROJECT INC PO BOX 308 LYNCHBURG VA 24505 541771178 501(C)(3) 16636 TO PROVIDE PROGRAM SUPPORT LYNCHBURG AREA CENTER FOR INDEPENDENT LIVING 500 ALLEGHANY AVENUE SUITE 520 LYNCHBURG VA 24501 541913481 501(C)(3) 7400 TO FUND THE DIRECT SERVICES PROJECT LYNCHBURG CITY SCHOOLS EDU FDN INC PO BOX 1599 LYNCHBURG VA 245051599 541385200 501(C)(3) 11511 TO PROVIDE PROGRAM SUPPORT LYNCHBURG COLLEGE 1501 LAKESIDE DRIVE LYNCHBURG VA 24501 540505922 501(C)(3) 12390 SCHOLARSHIPS, PHYSICAL THERAPY PROGRAM, AND NURSING SIM LAB LYNCHBURG COVENANT FELLOWSHIP INC PO BOX 6016 LYNCHBURG VA 24505 546026892 501(C)(3) 7000 TO FUND IT UPGRADE LYNCHBURG GROWS PO BOX 12039 LYNCHBURG VA 24506 200934133 501(C)(3) 16427 TO PROVIDE PROGRAM SUPPORT LYNCHBURG HISTORICAL FOUNDATION 325 12TH STREET LYNCHBURG VA 24506 237283283 501(C)(3) 7500 TO SUPPORT RESTORATION AND REPAIRS OF THE MILLAER CLAYTOR HOUSE LYNCHBURG HUMANE SOCIETY 3305 NAVAL RESERVE ROAD LYNCHBURG VA 24501 540570901 501(C)(3) 19427 TO PROVIDE PROGRAM SUPPORT LYNCHBURG MUSEUM FOUNDATION PO BOX 218 LYNCHBURG VA 24505 541906894 501(C)(3) 7400 TO FUND REPLACEMENT OF WINDOWS AT POINT OF HONOR LYNCHBURG ROTARY CLUB 1109 GREENWAY COURT LYNCHBURG VA 24503 540564676 501(C)(3) 5000 TO SUPPORT THE RIVERSIDE PARK PLAYGROUND PROJECT LYNCHBURG SYMPHONY ORCHESTRA 621 COURT STREET LYNCHBURG VA 24504 521304854 501(C)(3) 9996 TO SUPPORT LYNCHBURG SYMPHONY YOUTH EDUCATION MEALS ON WHEELS PO BOX 1388 LYNCHBURG VA 24505 237399875 501(C)(3) 12984 TO PROVIDE NUTRITIONAL ASSISTANCE FOR EXPANDED SERVICE & ANNUAL DONOR-DESIGNATED GRANT MENTAL HEALTH AMERICA OF CENTRAL VIRGINIA 1010 MILLER PARK SQUARE LYNCHBURG VA 24501 540829479 501(C)(3) 6900 TO ASSIST WITH MENTAL HEALTH SUPPORT SERVICES MILLER HOME OF LYNCHBURG 2134 WESTERLY DRIVE LYNCHBURG VA 24501 540505999 501(C)(3) 9926 TO FUND PURCHASES OF VEHICLE, DMV FEES MIRIAM'S HOUSE PO BOX 3196 LYNCHBURG VA 245030196 541606543 501(C)(3) 103886 TO PROVIDE FUNDING FOR ROOF REPLACEMENT AND ANNUAL DONOR-DESIGNATED GRANT NATIONAL D-DAY MEMORIAL FOUNDATION PO BOX 77 BEDFORD VA 24523 541504679 501(C)(3) 11339 ANNUAL DONOR-DESIGNATED GRANT NATIONAL MS SOCIETY BLUE RIDGE CHAPTER 1 MORTON DRIVE SUITE 106 CHARLOTTESVILLE VA 22903 135661935 501(C)(3) 5500 TO SUPPORT THE FINANCIAL ASSISTANCE PROGRAM NEW VISTAS SCHOOL 520 ELDON STREET LYNCHBURG VA 24501 541273630 501(C)(3) 28101 TO SUPPORT THE NEED BASED SCHOLARSHIP PROGRAM OPERA ON THE JAMES INC PO BOX 1450 LYNCHBURG VA 24505 562521625 501(C)(3) 9740 TO SUPPORT THE OPERAL FOR ALL PROGRAN PRESBYTERIAN HOMES AND FAMILY SERVICES INC 150 LINDEN AVENUE LYNCHBURG VA 24503 540346118 501(C)(3) 19500 TO SUPPORT THE LITTLE WINGS PRE-SCHOOL PROGRAM AND THE WAYS TO WORK PROGRAM PROJECT DISCOVERY OF VIRGINIA INC 1200 ELECTRIC ROAD SALEM VA 24153 541369308 501(C)(3) 5000 TO PROVIDE SCHOLARSHIPS FOR THE CENTRAL VA HIGH SCHOOL GIRLS AT RADFORD'S SUMMER SCIENCE PROGRAM RANDOLPH COLLEGE 2500 RIVERMONT AVENUE LYNCHBURG VA 24503 540505941 501(C)(3) 5572 TO SUPPORT THE ANNUAL SCIENCE FESTIVAL AND MULTICULTURAL SERVICES SUMMER PROGRAM REACH OUT AND READ VIRGINIA 12929 CHURCH ROAD RICHMOND VA 23233 043481253 501(C)(3) 5500 TO PURCHASE BOOKS REBUILDING TOGETHER - AMHERSTNELSON PO BOX 268 AMHERST VA 24521 541614325 501(C)(3) 6000 TO PURCHASE MATERIALS FOR HOME REPAIR PROJECTS REBUILDING TOGETHER - CAMPBELL COUNTY PO BOX 1186 RUSTBURG VA 24588 861147974 501(C)(3) 5000 TO PURCHASE MATERIALS AND SUPPLIES REBUILDING TOGETHER - LYNCHBURG 926 COMMERCE STREET LYNCHBURG VA 24504 541976958 501(C)(3) 12171 TO PURCHASE MATERIALS FOR HOME REPAIR PROJECTS RECOVERY AT ST JOHN'S 3500 POWATAN ROAD LYNCHBURG VA 24501 272759893 501(C)(3) 8000 TO FUND BUILDING RENOVATIONS SAARA OF VIRGINIA LYNCHBURG CHAPTER 2316 ATHERHOLT ROAD LYNCHBURG VA 24501 542056367 501(C)(3) 7605 TO SUPPORT THE ESTABLISHMENT OF A RECOVERY COACH FOR THE SAARA CENTER IN LYNCHBURG SHRINERS HOSPITAL FOR CHILDREN 950 WEST FARIS ROAD GREENVILLE SC 296054277 362193608 501(C)(3) 4484 DONOR-DESIGNATED GRANT SMART BEGINNINGS AND SUCCESS BY 6 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 PROVIDE ADMINISTRATIVE SUPPORT FOR SUMMER CAMP SOCIETY OF ST ANDREW INC 3383 SWEET HOLLOW ROAD BIG ISLAND VA 24526 541285793 501(C)(3) 6000 TO SUPPORT LYNCHBURG AREA FOOD SALVAGE PROJECT SOUTH CENTRAL SPAY AND NEUTER CLINIC 29 MORTIMER DRIVE EVINGTON VA 24550 263842124 501(C)(3) 13427 TO COVER THE COST OF MEDICAL SUPPLIES SOUTHERN MEMORIAL ASSOCIATION 401 TAYLOR STREET LYNCHBURG VA 24501 541737181 501(C)(3) 5514 ANNUAL DONOR-DESIGNATED GRANT SWEET BRIAR COLLEGE PO BOX 34 SWEET BRIAR VA 24595 540534105 501(C)(3) 5000 TO FUND HANDICAP-ACCESSIBLE SEATING IN THE MURCHISON LANE AUDITORIUM THE ARC OF CENTRAL VIRGINIA 1508 BEDFORD AVE LYNCHBURG VA 24504 237221570 501(C)(3) 8000 TO SUPPORT THE DAY SUPPORT PROGRAM THE SALVATION ARMY 2215 PARK AVENUE LYNCHBURG VA 24501 135562351 501(C)(3) 15039 TO SUPPORT THE MEN'S EMERGENCY SHELTER AND FAMILY TRANSITIONAL HOUSING PROGRAM THE SEDALIA CENTER INC 1108 SEDALIA SCHOOL ROAD BIG ISLAND VA 24526 541578039 501(C)(3) 5382 TO PROVIDE PROGRAM SUPPORT UNITED WAY OF CENTRAL VIRGINIA 1010 MILLER PARK SQUARE LYNCHBURG VA 24501 540505923 501(C)(3) 15272 DONOR-DESIGNATED GRANT VIRGINIA HUNTERS WHO CARE INC PO BOX 304 BIG ISLAND VA 24526 541650687 501(C)(3) 10400 TO SUPPORT THE DISTRIBUTION OF VENISON TO THE HUNGRY VIRGINIA LEGAL AID SOCIETY PO BOX 6058 LYNCHBURG VA 24505 510226448 501(C)(3) 7000 TO FUND STRENGTHENING FAMILIES & CHILDREN PROGRAM VIRGINIA SCHOOL OF THE ARTS 2240 RIVERMONT AVENUE LYNCHBURG VA 24503 541369087 501(C)(3) 5083 DONOR-DESIGNATED GRANT VIRGINIA UNIVERSITY OF LYNCHBURG 2058 GARFIELD AVENUE LYNCHBURG VA 24501 540714277 501(C)(3) 8000 TO FUND BATHROOM RENOVATIONS IN HUMBLES HALL YMCA OF CENTRAL VIRGINIA 1315 CHURCH STREET LYNCHBURG VA 24504 540505924 501(C)(3) 5200 TO SUPPORT THE LYNCHBURG SWIM INITIATIVE YWCA OF CENTRAL VIRGINIA 626 CHURCH STREET LYNCHBURG VA 24504 540506490 501(C)(3) 16610 ANNUAL ENDOWMENT PAYMENT, PROVIDE PROGRAM SUPPORT, AND SUPPLEMENT THE INSTALLATION OF AN ELEVATOR SCHOLARSHIPS 37 36642 FORM 990, PART VI, SECTION B, LINE 11 THE CHAIRPERSON OF THE FINANCE 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 3,106,946. UNREALIZED GAIN ON CHARITABLE REMAINDER TRUSTS 29,737. TOTAL TO FORM 990, PART XI, LINE 5: 3,136,683. THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT AND FOR THE SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS OR RESPONSIBILITY HAS NOT CHANGED FROM THE PRIOR YEAR. GLCT INC 101 PAULETTE CIRCLE SUITE B LYNCHBURG VA 24502 546112680 TO RECEIVE AND ACCEPT PROPERTY TO BE ADMINISTERED EXCLUSIVELY FOR CHARITY VA 501(C)(3) LINE 8 GREATER LYNCHBURG COMMUNITY TRUST 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0