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SHENANDOAH COMMUNITY FOUNDATION INC: Form 990, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
SHENANDOAH COMMUNITY FOUNDATION INC (EIN 54-1963011)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-03-04
IRS object ID
202620639349301247
Schema version
2025v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-03-04T14:16:22-06:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN541149263PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1YOUNT HYDE & BARBOUR PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2560AddressLine1Txt
CityWINCHESTERCityNm
State AbbreviationVAStateAbbreviationCd
ZIP226041760ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN541963011EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SHENANDOAH COMMUNITY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSHENBusinessNameControlTxt
Phone5404651444PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 350AddressLine1Txt
CitySTRASBURGCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22657ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJERRY A GERMROTHPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5404651444PhoneNum
Signature2026-02-26SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonOLIVIA A HUTTON CPAPreparerPersonNm
PTINP00964688PTIN
Phone5406623417PhoneNum
Preparation2026-02-26PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJERRY A GERMROTHPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 350AddressLine1Txt
CitySTRASBURGCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22657ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,923,033GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressSHENANDOAHCOMMUNITYFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1999FormationYr
Legal Domicile StateVALegalDomicileStateCd
Activity Or MissionTHE FOUNDATION PROMOTES LONG-TERM GIVING IN SHENANDOAH COUNTY AND SURROUNDING AREAS.ActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee3TotalEmployeeCnt
Total Volunteers75TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,618,697PYContributionsGrantsAmt
CY Contributions Grants$869,089CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$419,326PYInvestmentIncomeAmt
CY Investment Income$500,462CYInvestmentIncomeAmt
PY Other Revenue-$12,418PYOtherRevenueAmt
CY Other Revenue-$3,719CYOtherRevenueAmt
PY Total Revenue$2,025,605PYTotalRevenueAmt
CY Total Revenue$1,365,832CYTotalRevenueAmt
PY Grants And Similar Paid$663,817PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$570,986CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$101,654PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$178,833CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$30,902CYTotalFundraisingExpenseAmt
PY Other Expenses$114,660PYOtherExpensesAmt
CY Other Expenses$111,981CYOtherExpensesAmt
PY Total Expenses$880,131PYTotalExpensesAmt
CY Total Expenses$861,800CYTotalExpensesAmt
PY Revenues Less Expenses$1,145,474PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$504,032CYRevenuesLessExpensesAmt
Total Assets BOY$10,281,768TotalAssetsBOYAmt
Total Assets EOY$11,841,419TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$10,281,768NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$11,841,419NetAssetsOrFundBalancesEOYAmt
MissionTHE MISSION OF THE SHENANDOAH COMMUNITY FOUNDATION IS TO PROMOTE PHILANTHROPY IN SHENANDOAH COUNTY AND SURROUNDING AREAS BY CONNECTING PEOPLE WHO CARE WITH CAUSES THAT MATTER.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$646,589ExpenseAmt
Grant$570,986GrantAmt
DescTHE COMMUNITY FOUNDATION ACCEPTS CONTRIBUTIONS TO SUPPORT CHARITABLE ACTIVITIES, PRIMARILY THOSE THAT IMPROVE THE QUALITY OF LIFE FOR THOSE IN SHENANDOAH COUNTY. THE FOUNDATION DISTRIBUTES INCOME AS GRANTS TO NONPROFIT ORGANIZATIONS ADDRESSING A BROAD RANGE OF COMMUNITY NEEDS AND OPPORTUNITIES. GRANTS ARE ISSUED THROUGH COMPETITIVE GRANT PROGRAMS, UPON THE RECOMMENDATION OF DONOR ADVISED FUND ADVISORS, AND AS DETERMINED BY THE FOUNDATION'S BOARD OF DIRECTORS TO ADVANCE STRATEGIC PRIORITIES. THE FOUNDATION ALSO ADMINISTERS SCHOLARSHIPS ON A COMPETITIVE BASIS TO SUPPORT THE EDUCATIONAL GOALS OF STUDENTS THROUGHOUT THE COUNTY.Desc
Total Program Service Expenses$646,589TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document4IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee3EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JERRY A GERMROTHBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5404651444PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 350AddressLine1Txt
CitySTRASBURGCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22657ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
DAVID JONES
DIRECTOR3.00Yes (X)$0$0$0
KATHERINE MORRISON
SECRETARY AND DIRECTOR2.00Yes (X)$0$0$0Yes (X)
KEVIN FINKS
TREASURER AND DIREC2.00Yes (X)$0$0$0Yes (X)
SHARON BARONCELLI
DIRECTOR1.00Yes (X)$0$0$0
BEVERLY BUTTERFIELD
DIRECTOR3.00Yes (X)$0$0$0
JENNA FRENCH
DIRECTOR1.00Yes (X)$0$0$0
DENNIS DYSART
VICE PRESIDENT3.00Yes (X)$0$0$0Yes (X)
JERRY GERMROTH
PRESIDENT3.00Yes (X)$0$0$0Yes (X)
JAMIE BAISDEN
DIRECTOR1.00Yes (X)$0$0$0
DANIEL SMITH
DIRECTOR2.00Yes (X)$0$0$0
RACHEL LOGAN
DIRECTOR2.00Yes (X)$0$0$0
FREDERIC HOERR
DIRECTOR3.00Yes (X)$0$0$0
REBECCA STICKLEY
EXECUTIVE DIRECTOR40.00$97,667$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$97,667TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$2,000FundraisingAmt
All Other Contributions$867,089AllOtherContributionsAmt
Total Contributions$869,089TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$499,228TotalRevenueColumnAmt
Related Or Exempt Func Income$499,228RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$554,716SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$553,482SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,234SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,234TotalRevenueColumnAmt
Exclusion$1,234ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$2,000ContriRptFundraisingEventAmt
Fundraising Direct Expenses$3,719FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$3,719TotalRevenueColumnAmt
Exclusion-$3,719ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,365,832TotalRevenueColumnAmt
Related Or Exempt Func Income$499,228RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion-$2,485ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$401,225TotalAmt
Program Services$401,225ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$169,761TotalAmt
Program Services$169,761ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$166,411TotalAmt
Program Services$65,948ProgramServicesAmt
Management And General$76,250ManagementAndGeneralAmt
Fundraising$24,213FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$12,422TotalAmt
Program Services$4,923ProgramServicesAmt
Management And General$5,692ManagementAndGeneralAmt
Fundraising$1,807FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$11,165TotalAmt
Management And General$11,165ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$48,392TotalAmt
Management And General$48,392ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$5,991TotalAmt
Management And General$5,991ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$5,509TotalAmt
Program Services$175ProgramServicesAmt
Management And General$699ManagementAndGeneralAmt
Fundraising$4,635FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$20,758TotalAmt
Management And General$20,758ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$5,100TotalAmt
Management And General$5,100ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$675TotalAmt
Program Services$58ProgramServicesAmt
Management And General$370ManagementAndGeneralAmt
Fundraising$247FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,282TotalAmt
Management And General$3,282ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
PROGRAM EXPENSE$4,499$4,499
DUES AND SUBSCRIPTIONS$2,615$2,615
TELEPHONE AND INTERNET$1,480$1,480
MISCELLANEOUS$1,446$1,446

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,069TotalAmt
Management And General$1,069ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$861,800TotalAmt
Program Services$646,589ProgramServicesAmt
Management And General$184,309ManagementAndGeneralAmt
Fundraising$30,902FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$20,277BOYAmt
EOY$0EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,059,351BOYAmt
EOY$191,542EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$9,202,140BOYAmt
EOY$11,649,877EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$10,281,768BOYAmt
EOY$11,841,419EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$10,281,768BOYAmt
EOY$11,841,419EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$10,281,768BOYAmt
EOY$11,841,419EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$10,281,768BOYAmt
EOY$11,841,419EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$504,032ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,055,619NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit Committee0AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Community TrustYes (X)CommunityTrustInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,135,791CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,031,916CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,495,258CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,618,697CurrentTaxYearMinus1YearAmt
Current Tax Year$869,089CurrentTaxYearAmt
Total$6,150,751TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,135,791CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,031,916CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,495,258CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,618,697CurrentTaxYearMinus1YearAmt
Current Tax Year$869,089CurrentTaxYearAmt
Total$6,150,751TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$2,670,199SubstantialContributorsTotAmt
Public Support Total170$3,480,552PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$361,584CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$206,975CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$247,029CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$357,280CurrentTaxYearMinus1YearAmt
Current Tax Year$499,228CurrentTaxYearAmt
Total$1,672,096TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$186CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,006CurrentTaxYearMinus3YearsAmt
Total$1,192TotalAmt
FieldValueIRS element (for citing)
Total Support$7,824,039TotalSupportAmt
Public Support CY1700.44490PublicSupportCY170Pct
Public Support PY1700.45930PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held14DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held22FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$32,600DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$420,302FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$73,850DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$231,950FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$1,326,313DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$2,149,958FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$10,127,666BeginningYearBalanceAmt
Contributions$765,368ContributionsAmt
Investment Earnings Or Losses$1,527,434InvestmentEarningsOrLossesAmt
Grants Or Scholarships$570,986GrantsOrScholarshipsAmt
Other Expenditures$4,499OtherExpendituresAmt
Administrative Expenses$119,817AdministrativeExpensesAmt
End Year Balance$11,725,166EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$8,696,802BeginningYearBalanceAmt
Contributions$1,485,409ContributionsAmt
Investment Earnings Or Losses$731,488InvestmentEarningsOrLossesAmt
Grants Or Scholarships$663,817GrantsOrScholarshipsAmt
Other Expenditures$4,250OtherExpendituresAmt
Administrative Expenses$117,966AdministrativeExpensesAmt
End Year Balance$10,127,666EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,699,369BeginningYearBalanceAmt
Contributions$1,395,203ContributionsAmt
Investment Earnings Or Losses$997,091InvestmentEarningsOrLossesAmt
Grants Or Scholarships$372,572GrantsOrScholarshipsAmt
Other Expenditures$3,710OtherExpendituresAmt
Administrative Expenses$18,579AdministrativeExpensesAmt
End Year Balance$8,696,802EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,859,851BeginningYearBalanceAmt
Contributions$926,931ContributionsAmt
Investment Earnings Or Losses-$1,060,934InvestmentEarningsOrLossesAmt
Grants Or Scholarships$955,524GrantsOrScholarshipsAmt
Other Expenditures$4,328OtherExpendituresAmt
Administrative Expenses$66,627AdministrativeExpensesAmt
End Year Balance$6,699,369EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,359,409BeginningYearBalanceAmt
Contributions$1,155,038ContributionsAmt
Investment Earnings Or Losses$809,779InvestmentEarningsOrLossesAmt
Grants Or Scholarships$393,421GrantsOrScholarshipsAmt
Other Expenditures$515OtherExpendituresAmt
Administrative Expenses$70,439AdministrativeExpensesAmt
End Year Balance$7,859,851EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY1.00000BoardDesignatedBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$2,373,059TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,055,619NetUnrealizedGainsInvstAmt
Revenue Not Reported$1,055,619RevenueNotReportedAmt
Revenue Subtotal$1,317,440RevenueSubtotalAmt
Investment Expenses Not Incld$48,392InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$48,392RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,365,832TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$813,408TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$813,408ExpensesSubtotalAmt
Investment Expenses Not Incld2$48,392InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$48,392ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$861,800TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART V, LINE 4:FormAndLineReferenceDesc
ExplanationTHE FOUNDATION'S ENDOWMENT FUNDS SERVE VARIOUS PURPOSES. FOR EXAMPLE, SOME PROVIDE ANNUAL GRANTS TO SPECIFIED ORGANIZATIONS, SUCH AS THE FORT VALLEY COMMUNITY CENTER, THE FORT VALLEY MUSEUM, AND THE SHENANDOAH COUNTY LIBRARY ARCHIVES. OTHERS PROVIDE SCHOLARSHIPS TO GRADUATING SENIORS OF THE COUNTY'S HIGH SCHOOLS. STILL OTHERS ARE INTENDED TO GROW REVENUES TO PROVIDE FUTURE FUNDING FOR THE FOUNDATION'S GRANT PROGRAMS AND ADMINISTRATIVE EXPENSES.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (11 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
CENTRAL HIGH SCHOOL
1147 SUSAN AVEWOODSTOCKVA22664546001605501(C)(3)$0$11,000EDUCATION - ARTS AND CULTURE
FAMILY PROMISE OF SHENANDOAH COUNTY
PO BOX 733WOODSTOCKVA22664471024116501(C)(3)$0$10,908HOUSING, FAMILY AND SOCIAL SERVICES
PRINCE WILLIAM COUNTY BAR FOUNDATION INC
9108 CHURCH ST 345MANASSASVA20110542026264501(C)(3)$0$15,000EDUCATION - SCHOLARSHIPS
RESPONSE INC
PO BOX 287WOODSTOCKVA22664541132487501(C)(3)$0$6,767FAMILY AND SOCIAL SERVICES
SENIORS FIRST THE SHENANDOAH AREA AGENCY ON AGING
207 MOSBY LNFRONT ROYALVA22630541008875501(C)(3)$0$5,200SENIOR SERVICES
SHENANDOAH COMMUNITY HEALTH CLINIC
124 VALLEY VISTA DRIVEWOODSTOCKVA22664542032008501(C)(3)$0$21,626MEDICAL
SHENANDOAH COUNTY PUBLIC SCHOOLS
600 N MAIN STREETWOODSTOCKVA22664546001605501(C)(3)$0$186,500EDUCATION
SHENANDOAH MEMORIAL HOSPITAL FOUNDATION
220 CAMPUS BLVD STE 402AWINCHESTERVA22601521535978501(C)(3)$0$13,600MEDICAL
SHENANDOAH VALLEY LUTHERAN MINISTRIES
PO BOX 132TOMS BROOKVA22660271675977501(C)(3)$0$5,605FAMILY, CHILD, AND SOCIAL SERVICES
THEATRE SHENANDOAH INC
PO BOX 104EDINBURGVA22824201201277501(C)(3)$0$5,520ARTS AND CULTURE
WOODSTOCK PRESBYTERIAN CHURCH
142 E COURT STWOODSTOCKVA22664540739225501(C)(3)$0$15,000RELIGIOUS
FieldValueIRS element (for citing)
Total501c3 Org11Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIP PROGRAMS FOR SHENANDOAH COUNTY STUDENTSGrantTypeTxt
Recipient70RecipientCnt
Cash Grant$169,761CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART 1, LINE 2:THE FOUNDATION ACTIVELY MONITORS ITS SCHOLARSHIP GRANTS TO ENSURE THEY ARE USED APPROPRIATELY AND NOT DIVERTED FROM THEIR INTENDED PURPOSE. SCHOLARSHIP FUNDS ARE TYPICALLY DISBURSED BY CHECK, PAYABLE EITHER TO A PUBLIC HIGH SCHOOL WITHIN THE COUNTY OR TO THE POSTSECONDARY INSTITUTION THE RECIPIENT IS ATTENDING OR WILL ATTEND. IN ONE SPECIFIC SCHOLARSHIP PROGRAM, WHERE RECIPIENTS ARE SELECTED BY THEIR HIGH SCHOOLS, CHECKS ARE ISSUED DIRECTLY TO THE STUDENTS. IN SUCH CASES, THE FOUNDATION PROVIDES WRITTEN GUIDANCE ON THE POTENTIAL TAX IMPLICATIONS IF THE GRANTS ARE NOT USED FOR TAX-EXEMPT EDUCATIONAL PURPOSES. THE FOUNDATION OVERSEES GRANTS TO ORGANIZATIONS AND GOVERNMENTAL ENTITIES TO ENSURE THEY ARE USED AS INTENDED: 1. ALL GRANTS ARE ISSUED BY CHECK, PAYABLE TO THE DESIGNATED GRANTEE. 2. IF A GRANT IS AWARDED FOR A SPECIFIC PURPOSE, THE RECIPIENT ORGANIZATION AGREES TO INFORM THE FOUNDATION ONCE THE FUNDS HAVE BEEN EXPENDED ACCORDINGLY. 3. IF A GRANT RECIPIENT INTENDS TO USE THE FUNDS FOR A DIFFERENT PURPOSE, THEY MUST INFORM THE FOUNDATION IN ADVANCE. 4. THROUGH THEIR COMMUNITY INVOLVEMENT AND CONTACT WITH THE GRANTEES, THE DIRECTORS AND STAFF OF THE FOUNDATION, AS WELL AS THE DONORS TO THE FOUNDATION'S RESTRICTED FUNDS, OFTEN HAVE INDIRECT KNOWLEDGE REGARDING THE EXPENDITURE OF GRANTS. 5. RECIPIENTS OF COMPETITIVE GRANTS ARE REQUIRED TO PROVIDE A REPORT ONCE THEY HAVE EXPENDED THE FUNDS AND PRIOR TO APPLYING FOR THE SUBSEQUENT YEAR'S COMPETITIVE GRANT PROCESS. THROUGH THESE MEASURES, THE FOUNDATION UPHOLDS ACCOUNTABILITY AND ENSURES ITS GRANTS SUPPORT THEIR INTENDED EDUCATIONAL AND COMMUNITY-DRIVEN OBJECTIVES.
PART III, LINE 1 (B):THIS NUMBER IS CALCULATED BASED ON THE FOUNDATION'S FINANCIAL RECORDS OF SCHOLARSHIP CHECKS AND RECIPIENTS AWARDED IN 2025.

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$48,886NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 1APURSUANT TO ITS BY-LAWS, THE FOUNDATION HAS ESTABLISHED AN EXECUTIVE COMMITTEE. THE MEMBERS OF THIS COMMITTEE ARE THE FOUNDATION'S PRESIDENT, FORMER PRESIDENT, VICE PRESIDENT, TREASURER AND SECRETARY, ALL OF WHOM ARE DIRECTORS OF THE FOUNDATION. THE COMMITTEE PERFORMS ADMINISTRATIVE FUNCTIONS OF THE FOUNDATION AND IMPLEMENTS BOARD DIRECTIONS. AMONG OTHER THINGS, THE EXECUTIVE COMMITTEE IS AUTHORIZED TO FUNCTION IN PLACE OF THE BOARD BETWEEN MEETINGS.
FORM 990, PART VI, SECTION B, LINE 11BA COPY OF FORM 990 IS PROVIDED TO THE FOUNDATION'S GOVERNING BODY FOR REVIEW BEFORE IT IS FILED.
FORM 990, PART VI, SECTION B, LINE 12CTHE FOUNDATION MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY AS FOLLOWS: DIRECTORS AND OFFICERS ARE ASKED TO SIGN CONFLICT OF INTEREST FORMS, AND ARE EXPECTED TO PROVIDE UPDATED DISCLOSURES ANNUALLY OR MORE FREQUENTLY AS APPROPRIATE. MOREOVER, THE FAMILY AND BUSINESS CONNECTIONS OF THE DIRECTORS AND OFFICERS ARE GENERALLY KNOWN IN THE FOUNDATION'S SMALL, RURAL COMMUNITY. AT PRESENT, THE FOUNDATION HAS A LIMITED NUMBER OF VENDOR RELATIONSHIPS AND ITS GRANTS ARE AWARDED DIRECTLY TO NON-PROFIT ORGANIZATIONS OR TO A DIVERSE GROUP OF SCHOLARSHIP RECIPIENTS. DIRECTORS ARE EXPECTED TO RECUSE THEMSELVES FROM BOARD DECISIONS THAT PRESENT A CONFLICT OF INTEREST.
FORM 990, PART VI, SECTION C, LINE 19THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.

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