GREATER LYNCHBURG COMMUNITY FOUNDATION: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- GREATER LYNCHBURG COMMUNITY FOUNDATION (EIN 54-6112680)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-02-15
- IRS object ID
- 201140469349300534
- Schema version
- 2009v1.7
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-02-15T09:11:21-06:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cherry Bekaert & Holland 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 | 2009-07-01 | 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 | 2011-02-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Gary F Allen | Name |
| Phone | 4348476643 | Phone |
| Date Prepared | 2011-02-14 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | 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 | 1208645 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| 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 | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2318045 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 653973 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -1731417 | InvestmentIncomePriorYear |
| Investment Income Current Year | 554672 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 586628 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1208645 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1309090 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1410066 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 187504 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 183875 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 66314 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 79811 | OtherExpensePriorYear |
| Other Expenses Current Year | 76900 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1576405 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1670841 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -989777 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -462196 | RevenuesLessExpensesCY |
| Total Assets BOY | 23770536 | TotalAssetsBOY |
| Total Assets EOY | 25392054 | TotalAssetsEOY |
| Total Liabilities BOY | 396327 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 376820 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 23374209 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 25015234 | NetAssetsOrFundBalancesEOY |
| 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 CITIES OF LYNCHBURG AND BEDFORD 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 | 1495110 | Expense |
| Grants | 1410066 | 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 | 1495110 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | 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 | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | 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 | 4 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| 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 |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| 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 |
| 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 (18 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| MR STARKE CAMDEN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MS MARYJANE DOLAN | ||||||
| Vice-Chair / 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 | |
| DR WILLIAM E GAYLE JR | ||||||
| Chairperson / 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 | |
| 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 | |
| MR JOHN R ALFORD JR | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| Ms Ellen Nygaard | ||||||
| DirECTOR | 1.00 | X | 0 | 0 | 0 | |
| MR HYLAN T HUBBARD III | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| Mr David A Herrick | ||||||
| DireCTOR | 1.00 | X | 0 | 0 | 0 | |
| MR STUART C FAUBER | ||||||
| PRESIDENT / CEO | 40.00 | 105800 | 0 | 0 | X | |
| MS CHERYL C HALL | ||||||
| SECRETARY/TREASURER | 40.00 | 43911 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 149711 | 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 | 653973 | AllOtherContributions |
| Total Contributions | 653973 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 435697 | TotalRevenueColumn |
| Related Or Exempt Function Income | 435697 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 118975 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 118975 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 118975 | TotalRevenueColumn |
| Related Or Exempt Function Income | 118975 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1208645 | TotalRevenueColumn |
| Related Or Exempt Function Income | 554672 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1382490 | Total |
| Program Services | 1382490 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27576 | Total |
| Program Services | 27576 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 106600 | Total |
| Program Services | 42640 | ProgramServices |
| Management And General | 21320 | ManagementAndGeneral |
| Fundraising | 42640 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64095 | Total |
| Program Services | 25638 | ProgramServices |
| Management And General | 25638 | ManagementAndGeneral |
| Fundraising | 12819 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13180 | Total |
| Program Services | 5272 | ProgramServices |
| Management And General | 3641 | ManagementAndGeneral |
| Fundraising | 4267 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7280 | Total |
| Management And General | 7280 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10076 | Total |
| Management And General | 10076 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9254 | Total |
| Program Services | 2862 | ProgramServices |
| Management And General | 4991 | ManagementAndGeneral |
| Fundraising | 1401 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7270 | Total |
| Program Services | 2908 | ProgramServices |
| Management And General | 2908 | ManagementAndGeneral |
| Fundraising | 1454 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12600 | Total |
| Management And General | 12600 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2236 | Total |
| Management And General | 2236 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6379 | Total |
| Management And General | 6379 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| INSURANCE | 5712 | 2130 | 3582 | |
| TELEPHONE | 3946 | 1580 | 1576 | 790 |
| DUES AND SUBSCRIPTIONS | 3659 | 3659 | ||
| PRINTING AND PUBLICATIO | 3611 | 668 | 2943 | |
| UTILITIES | 2863 | 2863 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2014 | Total |
| Program Services | 2014 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1670841 | Total |
| Program Services | 1495110 | ProgramServices |
| Management And General | 109417 | ManagementAndGeneral |
| Fundraising | 66314 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45834 | BOY |
| EOY | 66098 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2401084 | BOY |
| EOY | 1316583 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 214260 | BOY |
| EOY | 233539 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 58566 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 36139 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26311 | BOY |
| EOY | 22427 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21083047 | BOY |
| EOY | 23753407 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23770536 | BOY |
| EOY | 25392054 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1041 | BOY |
| EOY | 3357 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 384524 | BOY |
| EOY | 364292 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10762 | BOY |
| EOY | 9171 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 396327 | BOY |
| EOY | 376820 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1994817 | BOY |
| EOY | 3001104 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 412212 | BOY |
| EOY | 520913 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20967180 | BOY |
| EOY | 21493217 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23374209 | BOY |
| EOY | 25015234 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23770536 | BOY |
| EOY | 25392054 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| 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 | 667902 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 397649 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1351852 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2312919 | CurrentTaxYearMinus1Year |
| Current Tax Year | 649191 | CurrentTaxYear |
| Total | 5379513 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 667902 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 397649 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1351852 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2312919 | CurrentTaxYearMinus1Year |
| Current Tax Year | 649191 | CurrentTaxYear |
| Total | 5379513 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 2180249 | AmountsSubstContributorsTotal |
| Public Support Total170 | 3199264 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 295112 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 492034 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 639228 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 585954 | CurrentTaxYearMinus1Year |
| Current Tax Year | 437797 | CurrentTaxYear |
| Total | 2450125 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 7829638 | TotalSupport |
| Public Support Pertcentage170 | 0.40860 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.39340 | 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 | 34 | NumberDAFsHeld |
| Number Funds Held | 126 | NumberFundsHeld |
| Donor Advised Contributions | 170811 | DonorAdvisedContributions |
| Contrib To Funds And Other Accounts | 481062 | ContribToFundsAndOtherAccounts |
| Grants Paid From Donor Funds | 163612 | GrantsPaidFromDonorFunds |
| Grants Funds And Other Accounts | 1246454 | GrantsFundsAndOtherAccounts |
| Aggregate DAF Value | 2993122 | AggregateDAFValue |
| Aggregate Fund Value | 22076868 | 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 | 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 | 19119000 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| 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 | 17725625 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00050 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.99950 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 58566 | InvestmentCostOrOtherBasis |
| Depreciation | 36139 | Depreciation |
| Book Value | 22427 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 22427 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ACCRUED VACATION | Description |
| Amount | $9,171 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 9171 | TotalOfAmounts |
| Total Revenue | 1208645 | TotalRevenue |
| Total Expenses | 1670841 | TotalExpenses |
| Excess Or Deficit For Year | -462196 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 2086625 | NetUnrealizedGLOnInvestments |
| Other | $16,596 | OtherAmount |
| Total Adjustments | 2103221 | TotalAdjustments |
| Excess Or Deficit Per FS | 1641025 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 3493335 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 2103221 | NetUnrealizedGainsInvestments |
| Other Revenues | 181469 | OtherRevenues |
| Revenue Not Rptd F990 | 2284690 | RevenueNotRptdF990 |
| Revenue Subtotal | 1208645 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1208645 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1852310 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 181469 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 181469 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1670841 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1670841 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part V, Line 4: | Description of Intended Use of Endowment Funds: | THE TRUST'S ENDOWMENT FUNDS ARE USED TO PROVIDE GRANTS TO 501(C)(3) ORGANIZATIONS. THE TRUST HAS INCLUDED $165,712 OF INTERESTS IN CHARITABLE REMAINDER TRUSTS HELD BY OTHERS IN THE BALANCE STATED IN SECTION D, PART V. THESE AMOUNTS, ONCE RECEIVED BY THE TRUST, WILL BE EITHER ADDED TO EXISTING ENDOWMENTS OR BE USED TO CREATE NEW ENDOWMENT FUNDS BASED ON THE INSTRUCTIONS OF THE ORIGINAL DONOR. |
| Part XI, Line 8 - Other Adjustments: | UNREALIZED LOSS ON CHARITABLE REMAINDER TRUSTS: 16596. | |
| Part XII, Line 2d - Other Adjustments: | BANk Fees Deducted From Investment Income: 181469. | |
| Part XIII, Line 2d - Other Adjustments: | BANK FEES DEDUCTED FROM INVESTMENT INCOME: 181469. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (70 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| Elizabeth's Early Learning Center | |||||||
| 2320 Bedford Avenue | Lynchburg | VA | 24503 | 541808771 | 501(c)(3) | 337000 | To support general operations and to fund Flooring Replacement Project |
| Miriam's House | |||||||
| PO Box 3196 | Lynchburg | VA | 245030196 | 541606543 | 501(c)(3) | 110844 | To provide program support and to fund facility upgrades |
| United Way of Central Virginia | |||||||
| 1010 Miller Park Square | Lynchburg | VA | 24501 | 540505923 | 501(c)(3) | 40161 | To provide program support, to promote volunteerism and to establish the Women's Leadership fund |
| New Vistas School | |||||||
| 520 Eldon Street | Lynchburg | VA | 24501 | 541273630 | 501(c)(3) | 33419 | TO PROVIDE PROGRAM SUPPORT AND NEED-BASED SCHOLARSHIP FOR 2010-2011 ACADEMIC YEAR |
| SML Charity Home Tour Inc | |||||||
| PO Box 416 | Moneta | VA | 241210416 | 541851014 | 501(c)(3) | 30719 | Final withdrawal to close fund |
| YWCA of Central Virginia | |||||||
| 626 Church Street | Lynchburg | VA | 24504 | 540506490 | 501(c)(3) | 29176 | To support the Domestic Violence Prevention Center, to purachse a van and for the repair and restoration of the gymnasium |
| Free Clinic of Central Virginia | |||||||
| 1016 Main Street | Lynchburg | VA | 24504 | 541420756 | 501(c)(3) | 28623 | To support general operations, the Dental Clinic and the National Youth Leadership Forum, Addison Spinner |
| E C Glass High School Athletics | |||||||
| 2111 Memorial Ave | Lynchburg | VA | 24501 | 540918686 | 501(c)(3) | 27145 | To support general operations and the Edwin N. James, Jr. Pavillion at E.C Glass High School |
| Lynchburg Daily Bread Inc | |||||||
| 721 Clay Street | Lynchburg | VA | 24504 | 521268749 | 501(c)(3) | 23749 | To provide program support and to fund building repairs/purchase van |
| Interfaith Outreach Association | |||||||
| PO Box 1125 | Lynchburg | VA | 24505 | 541214253 | 501(c)(3) | 23429 | To provide program and Emergency Assistance Program support |
| Central Virginia Mission Team | |||||||
| 1827 Royal Oak Drive | Lynchburg | VA | 24503 | 262998759 | 501(c)(3) | 21240 | TO PROVIDE PROGRAM SUPPORT |
| YMCA of Central Virginia | |||||||
| 801 Wyndhurst Drive | Lynchburg | VA | 24502 | 540505924 | 501(c)(3) | 21000 | To support the Kid's Gym Project |
| Churches for Urban Ministry | |||||||
| 1022 Floyd Street | Lynchburg | VA | 24501 | 541315808 | 501(c)(3) | 20500 | To support Camp Timothy Summer Camp and general operations |
| Jubilee Family Development Center | |||||||
| 1512 Florida Avenue | Lynchburg | VA | 245014112 | 541881948 | 501(c)(3) | 20315 | To provide program, 3 Point Play, summer camp and the Caring for Kids Charity Golf Tournament support |
| Meals on Wheels | |||||||
| PO Box 1388 | Lynchburg | VA | 24505 | 237399875 | 501(c)(3) | 19534 | TO PROVIDE PROGRAM SUPPORT AND NUTRITION ASSISTANCE |
| Altavista Area YMCA | |||||||
| PO Box 149 | Altavista | VA | 24517 | 540895639 | 501(c)(3) | 18000 | TO SUPPORT REVOVATION OF WAR MEMORIAL PARK |
| Legacy Project Inc | |||||||
| PO Box 308 | Lynchburg | VA | 24505 | 541771178 | 501(c)(3) | 17702 | To provide program support/heating & cooling |
| The Family Alliance | |||||||
| 150 Linden Avenue | Lynchburg | VA | 24503 | 540539600 | 501(c)(3) | 15693 | TO SUPPOR THE WAYS TO WORK PROGRAM |
| Friends of the Lynchburg Public Library | |||||||
| 2315 Memorial Avenue | Lynchburg | VA | 24501 | 546059813 | 501(c)(3) | 15166 | To provide program support and to purchase a self check-out station |
| Camp Kum-Ba-Yah Inc | |||||||
| 4415 Boonsboro Road | Lynchburg | VA | 24503 | 541218073 | 501(c)(3) | 14450 | To support scholarships to camp and small repair projects, equipment costs and general operations |
| Tinbridge Hill Neighborhood Council | |||||||
| 94 Polk Street | Lynchburg | VA | 24504 | 541773416 | 501(c)(3) | 14000 | TO PARTIALLY FUND PICNIC SHELTER/PAVILION FOR BARBOUR PARK |
| Amazement Square | |||||||
| 27 Ninth Street | Lynchburg | VA | 24504 | 541713204 | 501(c)(3) | 13736 | To provide program support and to support the school tour program |
| Children's Miracle Network | |||||||
| 1900 Tate Springs Road | Lynchburg | VA | 24501 | 541391700 | 501(c)(3) | 12057 | DONOR-DESIGNATED GRANT AND TO PARTIALLY FUND THE PURCHASE OF A GIRAFFE OMNIBED |
| National D-Day Memorial Foundation | |||||||
| PO Box 77 | Bedford | VA | 24523 | 541504679 | 501(c)(3) | 11233 | Annual donor-designated grant |
| New Land Samaritan Inns Inc | |||||||
| 300 Twelfth Street | Lynchburg | VA | 24504 | 541450248 | 501(c)(3) | 11200 | To provide program support/roof replacement |
| Centra Foundation | |||||||
| 1920 Atherholt Road | Lynchburg | VA | 24501 | 541604094 | 501(c)(3) | 11039 | Annual donor-designated grant |
| Bedford Area Family YMCA | |||||||
| PO Box 1026 | Bedford | VA | 24523 | 541140513 | 501(c)(3) | 11000 | TO PROVIDE LEADERSHIP FUNDING TO CONSTRUCT/RENOVATE LOCKER ROOMS |
| SAARA of Virginia Lynchburg Chapter | |||||||
| 333 Bayberry Cove | Forest | VA | 24551 | 542056367 | 501(c)(3) | 11000 | TO FUND START-UP COSTS FOR SAARA CENTER IN LYNCHBURG |
| Virginia School of the Arts | |||||||
| 2240 Rivermont Avenue | Lynchburg | VA | 24503 | 541369087 | 501(c)(3) | 10727 | To provide program suppport and to support Multi-Media Update |
| Virginia Hunters Who Care Inc | |||||||
| PO Box 304 | Big Island | VA | 24526 | 541650687 | 501(c)(3) | 10680 | Distribution of venison for the hungry |
| Lynchburg Grows | |||||||
| PO Box 12039 | Lynchburg | VA | 24506 | 200934133 | 501(c)(3) | 10500 | TO SUPPORT REHAB OF GREENHOUSE #7 |
| Rebuilding Together - Lynchburg | |||||||
| 926 Commerce Street | Lynchburg | VA | 24504 | 541976958 | 501(c)(3) | 10500 | TO PURCHASE MATERIALS FOR FIVE MOVABLE RAMPS |
| The Arc of Central Virginia | |||||||
| 1508 Bedford Ave | Lynchburg | VA | 24504 | 237221570 | 501(c)(3) | 10500 | TO SUPPORT THE DAY SUPPORT PROGRAM |
| Bedford Hospice House Inc | |||||||
| PO Box 985 | Bedford | VA | 24523 | 203611474 | 501(c)(3) | 10000 | TO REPLACE FURNISHINGS AND EQUIPMENT |
| Lynchburg City Schools Edu Fdn Inc | |||||||
| PO Box 1599 | Lynchburg | VA | 245051599 | 541385200 | 501(c)(3) | 9684 | TO SUPPORT TEACHER GRANTS AND PROGRAMS |
| AltavistaCampbell County Habitat | |||||||
| PO Box 232 | Altavista | VA | 24517 | 541793590 | 501(c)(3) | 9500 | To support 2009 Building Fund |
| Play It Smart - Lynchburg City Schools | |||||||
| 915 Court Street | Lynchburg | VA | 24505 | 546001406 | 501(c)(3) | 9500 | TO PROVIDE PROGRAM SUPPORT |
| Couples & Kids | |||||||
| PO Box 1338 | Forest | VA | 24551 | 542033982 | 501(c)(3) | 9235 | To support Interactive Parent Education Program for 2009-2010 |
| Southern Memorial Association | |||||||
| 401 Taylor Street | Lynchburg | VA | 24501 | 541737181 | 501(c)(3) | 9069 | TO PROVIDE PROGRAM SUPPORT AND TO SUPPORT THE DEVELOPMENT OF A FOUR-COLOR TINBRIDGE HILL HISTORY BOOKLET |
| Bedford Ride | |||||||
| 1613 Oakwood Street | Bedford | VA | 24523 | 510189604 | 501(c)(3) | 9000 | To provide program support |
| Miller Home of Lynchburg | |||||||
| 2134 Westerly Drive | Lynchburg | VA | 24501 | 540505999 | 501(c)(3) | 8000 | To purchase bedroom and living room furniture |
| The Sedalia Center Inc | |||||||
| 1108 Sedalia School Road | Big Island | VA | 24526 | 541578039 | 501(c)(3) | 7946 | TO PURCHASE COMPUTER EQUIPMENT/CREATE WIFI NETWORK |
| Lynchburg Symphony Orchestra | |||||||
| 621 Court Street | Lynchburg | VA | 24504 | 521304854 | 501(c)(3) | 7936 | To provide program support and to purchase two computers, Aiport Extreme Base Station & printer |
| CASA of Central Virginia | |||||||
| PO Box 11373 | Lynchburg | VA | 24506 | 541695593 | 501(c)(3) | 7746 | TO PARTIALLY FUND PRE-SERVICE TRAINING FOR VOLUNTEERS |
| Rivermont Area Emergency Food Pantry | |||||||
| 1000 Langhorne Road | Lynchburg | VA | 24503 | 546024478 | 501(c)(3) | 7532 | TO PURCHASE NON-FOOD NECESSITIES FOR THE INVENTORY EXPANSION PROJECT |
| Habitat for Humanity - Greater Lynchburg | |||||||
| 360 Alleghany Avenue | Lynchburg | VA | 245012606 | 541464802 | 501(c)(3) | 7380 | To provide program support and to fund Implementation of Internet Donor and Volunteer Management Software |
| Lynchburg College | |||||||
| 1501 Lakeside Dr | Lynchburg | VA | 24501 | 540505922 | 501(c)(3) | 7202 | To provide program support and to purchase two medical-surgical beds for Health Sciences Simulation and Virtual Learning Center |
| LC - Center for Economic Education | |||||||
| 1501 Lakeside Drive | Lynchburg | VA | 24501 | 237087052 | 501(c)(3) | 7100 | To provide support for four in-service teacher workshops |
| STEP with Links Program | |||||||
| 2700 Langhorne Road | Lynchburg | VA | 245011606 | 546001406 | 501(c)(3) | 7034 | To provide program support |
| Opera on the James Inc | |||||||
| 2240 Rivermont Avenue | Lynchburg | VA | 24503 | 562521625 | 501(c)(3) | 7034 | To provide program support |
| Bedford Christian Ministries Association Inc | |||||||
| 217 W Washington Street | Bedford | VA | 24523 | 521414405 | 501(c)(3) | 7000 | TO SUPPORT MILK & EGG VOUCHER PROGRAM |
| Virginia Legal Aid Society | |||||||
| PO Box 6200 | Lynchburg | VA | 24505 | 510226448 | 501(c)(3) | 7000 | TO SUPPORT THE STRENTHENING FAMILIES WITH CHILDREN PROGRAM |
| Lynchburg Historical Foundation Inc | |||||||
| 325 12th Street | Lynchburg | VA | 24504 | 237283283 | 501(c)(3) | 6500 | TO REPLACE ONE HEATING AND TWO COOLING SYSTEMS |
| Faith Christian Academy | |||||||
| PO Box 670 | Hurt | VA | 24563 | 541466895 | 501(c)(3) | 6299 | Annual donor-designated grant |
| Boys & Girls Club of Greater Lynchburg | |||||||
| 1101 Madison Street | Lynchburg | VA | 24504 | 200199894 | 501(c)(3) | 6250 | To support the Caring for Kids Charity Golf Tournament, the Career Launch Program and general operations |
| Academy of Fine Arts - Lynchburg | |||||||
| 600 Main Street | Lynchburg | VA | 24504 | 237061145 | 501(c)(3) | 6204 | To fund Stock the Studios Project |
| Bedford Parish Nurse Ministry Inc | |||||||
| 1710 Whitfield Drive | Bedford | VA | 24523 | 261785714 | 501(c)(3) | 6000 | TO PROVIDE PROGRAM SUPPORT |
| Coalition for HIV Awareness and Prevention | |||||||
| PO Box 1015 | Lynchburg | VA | 24504 | 311736924 | 501(c)(3) | 6000 | To fund HIV/AIDS Resource Center Project |
| Lynchburg Covenant Fellowship Inc | |||||||
| PO Box 6016 | Lynchburg | VA | 24505 | 546026892 | 501(c)(3) | 6000 | To support Hope II After-School Program |
| Mental Health America of Central Virginia | |||||||
| 1010 Miller Park Square | Lynchburg | VA | 24501 | 540829479 | 501(c)(3) | 6000 | To assist with Mental Health Support Services |
| Rebuilding Together - AmherstNelson | |||||||
| PO Box 268 | Amherst | VA | 24521 | 541614325 | 501(c)(3) | 6000 | To provide program support for 2010 |
| South Central Area Health Education Center | |||||||
| PO Box 117 | Altavista | VA | 24517 | 541803039 | 501(c)(3) | 6000 | TO SUPPORT START-UP COSTS FOR DAYCARE CENTER |
| Adult Care Center | |||||||
| PO Box 568 | Lynchburg | VA | 24503 | 541297050 | 501(c)(3) | 5947 | Annual donor-designated grant and to replace digital copier/printer |
| Bedford Community Christmas Station Inc | |||||||
| 403 Otey Street | Bedford | VA | 24523 | 421710753 | 501(c)(3) | 5500 | To provide program support |
| Virginia Center for the Creative Arts | |||||||
| 154 San Angelo Drive | Amherst | VA | 24521 | 237136000 | 501(c)(3) | 5019 | To fund renovation of cottage into studios and bedrooms |
| Amherst County Habitat for Humanity | |||||||
| PO Box 1397 | Amherst | VA | 24521 | 911914868 | 501(c)(3) | 5000 | To purchase building materials |
| Appomattox County Historical Society Inc | |||||||
| PO Box 253 | Appomattox | VA | 24522 | 510199452 | 501(c)(3) | 5000 | To fund erection of log cabin |
| Lynchburg Community Action Group | |||||||
| 926 Commerce Street | Lynchburg | VA | 24504 | 540797340 | 501(c)(3) | 5000 | TO PROVIDE MEDICAL TECHNICIAN TRAINING TO 25 INDIVIDUALS |
| The Ellington Fellowship Playhouse | |||||||
| 421 Rivermont Avenue | Lynchburg | VA | 24503 | 541301705 | 501(c)(3) | 5000 | TO SUPPORT THE MUSICBRIDGE COMMUNITY OUTREACH PROGRAM |
| Virginia YMCA | |||||||
| PO Box 10365 | Lynchburg | VA | 245060365 | 540881950 | 501(c)(3) | 5000 | TO FUND HEAT PUMP PURCHASE AND INSTALLATION |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Scholarships | TypeOfGrant |
| Number Of Recipients | 26 | NumberOfRecipients |
| Amount Of Cash Grant | 27576 | AmountOfCashGrant |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 0 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | Part I, Line 1b | ReturnReference |
| Explanation | THE TRUST PAID FOR KIWANIS CLUB DUES FOR THE TRUST'S PRESIDENT/CEO. THIS WAS PER A VERBAL AGREEMENT BETWEEN THE BOARD OF DIRECTORS AND THE PRESIDENT/CEO. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| FLIPPIN BRUCE & PORTER INC | |||
| BOARD MEMBER IS GREATER THAN 5% SHAREHOLDER OF THE INTERESTED ENTITY | 44443 | INVESTMENT MANAGEMENT FEES | 0 |
| Suntrust | |||
| Board Member is a Vice-President with the related party | 59985 | Banking Fees | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section B, line 11 | A COPY OF THE FORM 990 IS MADE AVAILABLE FOR REVIEW TO ALL VOTING MEMBERS OF THE BOARD OF DIRECTORS INCLUDING THE CHAIRPERSON OF THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS PRIOR TO SUBMITTING TO THE INTERNAL REVENUE SERVICE. IN ADDITION, THE TRUST'S ACCOUNTANT REVIEWS THE FORM 990 IN DETAIL. |
| 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 REVEIVES AN INFORMAL REVIEW WITH THE BOARD OF DIRECTORS WHICH IS USED TO SUBSTANTIATE THE PRESIDENT/CEO SALARY ADJUSTMENTS. |
| 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. |
| THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT AND FOR THE SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS OR RESPONSIBILITY HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
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 |
| Legal Domicile State | VA | LegalDomicileState |
| 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 |
| 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