2011-02-15T09:11:21-06:00 2010-06-30 Cherry Bekaert & Holland LLP P O Box 1119 Lynchburg VA 245051119 990 2009-07-01 546112680 GREATER LYNCHBURG COMMUNITY TRUST GREA 4348456500 101 PAULETTE CIRCLE No B LYNCHBURG VA 24502 STUART C FAUBER 4348456500 2011-02-14 1 Gary F Allen 4348476643 2011-02-14 2009 2016-02-24 21:20:13Z STUART C FAUBER 101 PAULETTE CIRCLE No B LYNCHBURG VA 24502 1208645 0 X www.lynchburgtrust.org X 1972 VA DISTRIBUTE CONTRIBUTED FUNDS TO NON-PROFIT ORGANIZATIONS 16 16 3 0 0 0 2318045 653973 0 -1731417 554672 0 586628 1208645 1309090 1410066 0 187504 183875 0 66314 79811 76900 1576405 1670841 -989777 -462196 23770536 25392054 396327 376820 23374209 25015234 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 1495110 1410066 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. 1495110 1 1 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 1 4 0 3 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X STUART FAUBER 4348456500 101 PAULETTE CIRCLE SUITE B LYNCHBURG VA 24502 MR STARKE CAMDEN 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 STUART C FAUBER 40.00 X 105800 0 0 MS CHERYL C HALL 40.00 X 43911 0 0 149711 0 0 1 0 0 0 0 653973 653973 435697 435697 118975 118975 118975 118975 1208645 554672 0 0 1382490 1382490 27576 27576 106600 42640 21320 42640 64095 25638 25638 12819 13180 5272 3641 4267 7280 7280 10076 10076 9254 2862 4991 1401 7270 2908 2908 1454 12600 12600 2236 2236 6379 6379 INSURANCE 5712 2130 3582 TELEPHONE 3946 1580 1576 790 DUES AND SUBSCRIPTIONS 3659 3659 PRINTING AND PUBLICATIO 3611 668 2943 UTILITIES 2863 2863 2014 2014 1670841 1495110 109417 66314 45834 66098 2401084 1316583 214260 233539 58566 36139 26311 22427 21083047 23753407 23770536 25392054 1041 3357 384524 364292 10762 9171 396327 376820 X 1994817 3001104 412212 520913 20967180 21493217 23374209 25015234 23770536 25392054 X 0 1 1 X 0 X 667902 397649 1351852 2312919 649191 5379513 667902 397649 1351852 2312919 649191 5379513 2180249 3199264 295112 492034 639228 585954 437797 2450125 7829638 0.40860 0.39340 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 34 126 170811 481062 163612 1246454 2993122 22076868 1 1 17725625 523163 2223706 -1009150 -139399 -204945 19119000 20554124 2222063 -2998806 -980039 -732083 -339634 17725625 0.00050 0.99950 0 0 58566 36139 22427 22427 ACCRUED VACATION 9171 9171 1208645 1670841 -462196 2086625 16596 2103221 1641025 3493335 2103221 181469 2284690 1208645 0 1208645 1852310 181469 181469 1670841 0 1670841 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. 1 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 Scholarships 26 27576 X 0 1 X X 0 0 0 0 0 0 0 0 0 Part I, Line 1b 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. 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 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. GLCT INC 101 PAULETTE CIRCLE SUITE B LYNCHBURG VA 24502 546112680 VA 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0