Civic Intelligence

Greater Lynchburg Community Foundation

990 • Fiscal year 2017 • EIN 54-6112680

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 18, 2018

Organization ProfileWWW.LYNCHBURGTRUST.ORG
101 Paulette CircleLynchburg, VA 24502

(434) 845-6500

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

14th percentile

0.02x

Higher debt load relative to assets than 14% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

36th percentile

0.18x

Higher debt load relative to revenue than 36% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Net Margin

87th percentile

37%

Higher net margin than 87% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

14th percentile

$113,750

Higher top officer pay than 14% of similar nonprofits.

Top officer pay equals 3.2% of source-year revenue.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Asset Growth

71st percentile

11%

Faster asset growth than 71% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

89th percentile

58%

Faster revenue growth than 89% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$38,097,199

Up $3,777,345 (+11%) from 2016

Net Assets

Up

$37,441,321

Up $3,741,455 (+11%) from 2016

Liabilities

Up

$655,878

Up $35,890 (+5.8%) from 2016

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin87th percentile

Revenue

Up

$3,604,144

Up $1,328,431 (+58%) from 2016

Expenses

Up

$2,262,337

Up $24,610 (+1.1%) from 2016

Net Income

Up

$1,341,807

Up $1,303,821 (+3432%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80M$60M$40M$20M$0Assets 2010: $25,392,054Liabilities 2010: $376,820Net Assets 2010: $25,015,2342010Assets 2011: $29,120,342Liabilities 2011: $454,568Net Assets 2011: $28,665,7742011Assets 2012: $29,622,750Liabilities 2012: $492,123Net Assets 2012: $29,130,6272012Assets 2013: $32,607,665Liabilities 2013: $551,980Net Assets 2013: $32,055,6852013Assets 2014: $36,890,241Liabilities 2014: $580,427Net Assets 2014: $36,309,8142014Assets 2015: $36,358,902Liabilities 2015: $678,150Net Assets 2015: $35,680,7522015Assets 2016: $34,319,854Liabilities 2016: $619,988Net Assets 2016: $33,699,8662016Assets 2017: $38,097,199Liabilities 2017: $655,878Net Assets 2017: $37,441,3212017Assets 2018: $40,179,939Liabilities 2018: $660,879Net Assets 2018: $39,519,0602018Assets 2019: $41,916,396Liabilities 2019: $3,086,469Net Assets 2019: $38,829,9272019Assets 2020: $41,688,939Liabilities 2020: $3,487,442Net Assets 2020: $38,201,4972020Assets 2021: $57,404,315Liabilities 2021: $7,767,377Net Assets 2021: $49,636,9382021Assets 2022: $53,758,298Liabilities 2022: $7,951,822Net Assets 2022: $45,806,4762022Assets 2023: $60,177,320Liabilities 2023: $8,580,071Net Assets 2023: $51,597,2492023Assets 2024: $67,554,642Liabilities 2024: $9,261,812Net Assets 2024: $58,292,8302024Assets 2025: $75,653,704Liabilities 2025: $9,535,385Net Assets 2025: $66,118,3192025

Highlighted filing

2017

Assets$38,097,199
Liabilities$655,878
Net Assets$37,441,321
Open 2017 Filing

Operations Trend

Revenue Growth89th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0Expenses 2010: $1,670,8412010Expenses 2011: $1,613,2352011Revenue 2012: $3,266,041Expenses 2012: $1,626,217Net Income 2012: $1,639,8242012Expenses 2013: $1,861,9562013Revenue 2014: $3,321,323Expenses 2014: $2,016,985Net Income 2014: $1,304,3382014Revenue 2015: $3,030,737Expenses 2015: $2,116,868Net Income 2015: $913,8692015Revenue 2016: $2,275,713Expenses 2016: $2,237,727Net Income 2016: $37,9862016Revenue 2017: $3,604,144Expenses 2017: $2,262,337Net Income 2017: $1,341,8072017Revenue 2018: $4,078,264Expenses 2018: $2,355,138Net Income 2018: $1,723,1262018Revenue 2019: $3,529,405Expenses 2019: $2,295,342Net Income 2019: $1,234,0632019Revenue 2020: $2,665,839Expenses 2020: $2,479,836Net Income 2020: $186,0032020Revenue 2021: $6,807,720Expenses 2021: $2,541,620Net Income 2021: $4,266,1002021Revenue 2022: $7,629,220Expenses 2022: $2,791,903Net Income 2022: $4,837,3172022Revenue 2023: $6,007,630Expenses 2023: $2,917,216Net Income 2023: $3,090,4142023Revenue 2024: $5,047,252Expenses 2024: $3,102,251Net Income 2024: $1,945,0012024Revenue 2025: $9,540,959Expenses 2025: $3,382,981Net Income 2025: $6,157,9782025

Highlighted filing

2017

Revenue$3,604,144
Expenses$2,262,337
Net Income$1,341,807
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 18, 2018
Return Version
2016v3.0
Gross Receipts
$14,649,448
Mission and Program Overview

Mission

The principal mission of the trust is to enhance the quality of life in the communities served by the establishment of permanent endowments for the city of lynchburg and the counties of amherst, appomattox, bedford and campbell, with income distributed annually to charitable organizations within the community.

Distribute contributed funds to non-profit organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$32,705,605$36,113,856▲ $3,408,251
Savings and Temporary Cash Investments$1,195,421$1,541,305▲ $345,884
Pledges and Grants Receivable$309,016$291,863▼ $17,153
Cash and Non-Interest-Bearing Accounts$102,064$145,823▲ $43,759
Land, Buildings, and Equipment, Net$7,748$4,352▼ $3,396
Total Assets$34,319,854$38,097,199▲ $3,777,345
Liabilities
Grants Payable$533,659$568,689▲ $35,030
Other Liabilities$75,466$72,597▼ $2,869
Accounts Payable and Accrued Expenses$10,863$14,592▲ $3,729
Total Liabilities$619,988$655,878▲ $35,890
Net Assets / Fund Balance
Permanently Rstr Net Assets$26,494,441$28,093,235▲ $1,598,794
Unrestricted Net Assets$5,476,846$6,636,417▲ $1,159,571
Temporarily Rstr Net Assets$1,728,579$2,711,669▲ $983,090
Total Net Assets Fund Balance$33,699,866$37,441,321▲ $3,741,455
Total Liabilities and Net Assets / Fund Balance$34,319,854$38,097,199▲ $3,777,345

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,352$48,428$52,780

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$26,264,461$1,587,656▲ $3,342,336$209,724$29,430,881
2015$27,974,250$388,763▼ $408,404$200,468$26,264,461
2014$28,462,001$518,865▲ $608,937$203,758$27,974,250
2013$27,953,077$801,803▲ $4,187,822$233,008$28,462,001
2012$22,663,684$607,412▲ $3,214,440$-169,409$27,953,077
Compensation and Service Providers
Top Officer Pay14th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mr William BodinePresident/CEOFT$110,413$3,337$113,750

Board Members and Trustees

NameTitle
Ms Maryjane DolanChairman/director
Mr James R RichardsVice Chairman/director
Dr Augustus a Petticolas JrDirector
Dr James W WrightDirector
Mr Charles B WhiteDirector
Mr Ernie GuillDirector
Mr Hylan T Hubbard IiiDirector
Mr John M StoneDirector
Mr John R AlfordDirector
Mr Massie G Ware JrDirector
Mr Shawn D StoneDirector
Ms Ellen G NygaardDirector
Ms G Carl BoggessDirector
Ms Janice M MarstonDirector
Ms Susan G AckleyDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$1,747,157
Program Service Revenue
$0
Investment Income
$1,856,987
Other Revenue
$0
All Other Contributions
$1,747,157
Change in Net Assets
$1,341,807

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,604,144
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$2,399,648
Total Revenue per Audited Statements
$6,003,792
Total Revenue per Form 990
$3,604,144
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,685,961
Other Expenses$372,223
Salaries, Compensation, and Employee Benefits$204,153
Total Fundraising Expense$81,661
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,617,504--$1,617,504
Fees for Service Investment Mgmnt Fees$266,729--$266,729
Current Officers, Directors, Trustees, and Key Employees$44,165$22,083$44,165$110,413
Other Salaries and Wages$29,713$29,712$14,855$74,280
Grants to Domestic Individuals$68,457--$68,457
Office Expenses$4,301$7,251$8,728$20,280
Fees for Services Other$17,827$1,725-$19,552
Occupancy-$15,112-$15,112
Payroll Taxes$5,590$2,795$5,590$13,975
Information Technology$5,563$5,563$2,782$13,908
Fees for Services Accounting-$9,400-$9,400
Pension Plan Contributions$2,195$2,194$1,096$5,485
Insurance$1,151$3,363-$4,514
Conferences and Meetings-$4,335-$4,335
Depreciation Depletion-$3,396-$3,396
Travel-$2,570-$2,570
Other Expenses$3,007$1,800$4,445$1,800
Fees for Services Legal-$320-$320
Total Functional Expenses$2,066,202$114,474$81,661$2,262,337

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,262,337
Total Expenses per Audited Statements$2,262,337
Total Expenses per Form 990$2,262,337
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
ELIZABETH'S EARLY LEARNING CENTERLynchburg, VA501(c)(3)ANNUAL DONOR-DESIGNATED GRANT; TO FUND PLAYGROUND FENCING PROJECT$312,053
MIRIAM'S HOUSELynchburg, VA501(c)(3)ANNUAL DONOR-DESIGNATED GRANT; TO SUPPORT LAUNCH OF SUPPORTIVE HOUSING PROGRAM; TO PROVIDE GENERAL SUPPORT$104,178
Free Clinic of Central VirginiaLynchburg, VA501(c)(3)ANNUAL DONOR-DESIGNATED GRANT; PLYMALE FOUNDATION; TO SUPPORT PHARMECEUTICAL ACCESS PROGRAM$35,065
New Vistas SchoolLynchburg, VA501(c)(3)ANNUAL DONOR-DESIGNATED GRANT; PLYMALE FOUNDATION; TO SUPPORT SCHOLARSHIP PROGRAM; TO PROVIDE GENERAL SUPPORT$32,743
Interfaith Outreach AssociationLynchburg, VA501(c)(3)ANNUAL DONOR-DESIGNATED GRANT; TO SUPPORT EMERGENCY ASSISTATNCE, PROGRESSIVE RELEASE & INTERFAITH REBUILDS$26,063
James River Day SchoolLynchburg, VA501(c)(3)To Support the Capital Campaign$24,016
Lynchburg Daily Bread IncLynchburg, VA501(c)(3)ANNUAL DONOR-DESIGNATED GRANT; TO PROVIDE PROGRAM SUPPORT$23,599
United Way of Central VirginiaLynchburg, VA501(c)(3)ANNUAL DONOR-DESIGNATED GRANT; TO PROVIDE PROGRAM SUPPORT FOR SMART BEGINNINGS OF CENTRAL VA; TO SUPPORT THE BUS PROGRAM$22,294
Lynchburg GrowsLynchburg, VA501(c)(3)ANNUAL DONOR-DESIGNATED GRANT; TO PROVIDE GENERAL AND PROGRAM SUPPORT$20,723
Ywca of Central VirginiaLynchburg, VA501(c)(3)ANNUAL DONOR-DESIGNATED GRANT; TO REPLACE OBSOLETE EQUIPMENT IN THE TOWN CENTER; PLYMALE FOUNDATION; TO PROVIDE PROGRAM SUPPORT$20,354
Anne Spencer Memorial Foundation IncLynchburg, VA501(c)(3)ANNUAL DONOR-DESIGNATED GRANT; TO SUPPORT SHINGLE REPLACEMENT PROJECT$19,699
ST PAUL'S EPISCOPAL CHURCHLynchburg, VA501(c)(3)To Support Harmony & Serenity Music Care$19,032
Blue Ridge Area Food BankVerona, VA501(c)(3)ANNUAL DONOR-DESIGNATED GRANT; TO PURCHASE FRESH PRODUCE FOR DISTRIBUTION IN 2017$18,036
Jubilee Family Development CenterLynchburg, VA501(c)(3)ANNUAL DONOR-DESIGNATED GRANT; TO SUPPORT THE AFTER SCHOOL PROGRAM IN JAMES RIVER CROSSING; PLYMALE FOUNDATION; TO SUPPORT SUMMER ENRICHMENT CAMP$17,862
National D-day Memorial FoundationBedford, VA501(c)(3)ANNUAL DONOR-DESIGNATED GRANT; TO PROVIDE PROGRAM SUPPORT; TO SUPPORT CAPITAL CAMPAIGN$17,592
Lynchburg Humane SocietyLynchburg, VA501(c)(3)ANNUAL DONOR-DESIGNATED GRANT; TO PROVIDE FUNDING FOR ADOPTIONS & MARKETING EFFORTS$17,497
Legacy Project IncLynchburg, VA501(c)(3)ANNUAL DONOR-DESIGNATED GRANT; TO SUPPORT HISTORY EXHIBITS & EDUCATION; TO PROVIDE PROGRAM SUPPORT$17,434
Lynchburg Beacon of HopeLynchburg, VA501(c)(3)To Provide Program Support$17,000
Camp Kum-ba-yah IncLynchburg, VA501(c)(3)ANNUAL DONOR-DESIGNATED GRANT; CAMPER SCHOLARSHIPS; ENVIRONMENTAL EDUCATION PROGRAMMING$16,385
Poplar ForestForest, VA501(c)(3)Partial Match to Challenge Grant for Walking & Hiking Trails$16,250
HumankindLynchburg, VA501(c)(3)ANNUAL DONOR-DESIGNATED GRANT; PLYMALE FOUNDATION; YOUTH PHILANTHROPY SERVICE AWARD; TO SUPPORT WAY TO WORK PROGRAM$16,248
Opera on the James IncLynchburg, VA501(c)(3)ANNUAL DONOR-DESIGNATED GRANT; TO SUPPORT OPERAWISE 2017$16,125
Churches for Urban MinistryLynchburg, VA501(c)(3)To Support Camp Timothy$15,032
Sweet Briar CollegeSweet Briar, VA501(c)(3)To Provide Operating Support for the College$15,000
Virginia Technical InstituteAltavista, VA501(c)(3)Partial Match to Challenge Grant for Modernization of Welding Program$15,000
Meals on WheelsLynchburg, VA501(c)(3)ANNUAL DONOR-DESIGNATED GRANT; PLYMALE FOUNDATION; TO PROVIDE PROGRAM SUPPORT$14,575
Patrick Henry Family ServicesBrookneal, VA501(c)(3)ANNUAL DONOR-DESIGNATED GRANT FOR CHILD CARE SERVICES & FOR THE ACADEMY; TO PROVIDE PROGRAM SUPPORT; TO FUND DEVELOPMENT OF A PODCAST STUDIO FOR STRAIGHT TALK$14,451
Amazement SquareLynchburg, VA501(c)(3)ANNUAL DONOR-DESIGNATED GRANT; TO SUPPORT EDUCATION CENTER; TO SUPPORT EARLY LEARNING OUTREACH EXPANSION; TO SUPPORT HEART & SEOUL EXHIBITION$14,171
Ymca of Central VirginiaLynchburg, VA501(c)(3)To Support Y Achievement Gap Programs for 2017$13,500
Altavista Areacampbell County Habitat for Humanity IncAltavista, VA501(c)(3)To Support 2016 Blitz Build$13,000
Lynchburg Symphony OrchestraLynchburg, VA501(c)(3)ANNUAL DONOR-DESIGNATED GRANT; TO SUPPORT YOUTH EDUCATION PROGRAM$11,965
Wolfbane ProductionsAppomattox, VA501(c)(3)To Provide Program Support$11,500
South Central Spay and Neuter ClinicLynchburg, VA501(c)(3)Annual Donor-designated Grant$11,223
Altavista Area YmcaAltavista, VA501(c)(3)Plymale Foundation$11,208
Academy Center of the ArtsLynchburg, VA501(c)(3)ANNUAL DONOR-DESIGNATED GRANT; TO FUND COMMUNITY ENGAGEMENT & OUTREACH INITIATIVE$11,023
The Sedalia Center IncBig Island, VA501(c)(3)ANNUAL DONOR-DESIGNATED GRANT; TO FUND PURCHASE OF A STORAGE SHED$10,934
Food for KidsRoanoke, VA501(c)(3)TO SUPPORT THE WEEKEND PACK-A-SNACK PROGRAM; YOUTH PHILANTHROPY SERVICE AWARD$10,750
CHILDREN'S MIRACLE NETWORKLynchburg, VA501(c)(3)Annual Donor-designation Grant$10,682
Lake Christian MinistriesMoneta, VA501(c)(3)ANNUAL DONOR-DESIGNATED GRANT; TO SUPPORT FOOD & NUTRITION PROGRAM; FUND ONE "GETTING AHEAD" SERIES FOR 2017$10,271
Blue Ridge Pregnancy CenterLynchburg, VA501(c)(3)To Provide Program Support$10,000
Habitat for Humanity - Greather LynchburgLynchburg, VA501(c)(3)ANNUAL DONOR-DESIGNATED GRANT; TO PROVIDE OPERATING SUPPORT$9,410
Lynchburg Community Action GroupLynchburg, VA501(c)(3)ANNUAL DONOR-DESIGNATION GRANT; TO FUND 2017-18 CNA TRAINING PROGRAM$9,210
Step With Links ProgramLynchburg, VA501(c)(3)Annual Donor-designated Grant$9,120
Bedford Christian Ministries Association IncBedford, VA501(c)(3)To Fund 2016 Dairy Products Distribution Program$9,000
Mary Bethune AcademyLynchburg, VA501(c)(3)To Provide Program Support$9,000
Friends of the Lynchburg Public LibraryLynchburg, VA501(c)(3)ANNUAL DONOR-DESIGNATED GRANT; TO SUPPORT 1,000 BOOKS BEFORE KINDERGARTEN PROGRAM$8,855
Adult Care CenterLynchburg, VA501(c)(3)ANNUAL DONOR-DESIGNATED GRANT; TO PROVIDE GENERAL SUPPORT; TO PURCHASE COPIER$8,593
Dance LynchburgLynchburg, VA501(c)(3)To Support Youth Outreach Arts Program$8,500
The Link Project IncLynchburg, VA501(c)(3)To Fund Intercultural Leadership Institute Study Tour$8,500
Virginia Hunters Who Care IncBig Island, VA501(c)(3)To Support Distribution of Venison to the Hungry$8,500
Lynchburg City Schools Edu Fdn IncLynchburg, VA501(c)(3)ANNUAL DONOR-DESIGNATED GRANT; TEACHER GRANT PROGRAM; TO SUPPORT TOPPER TOUCHDOWN CLUB; CLASSROOM INITIATIVE GRANTS$8,442
Virginia Legal Aid SocietyLynchburg, VA501(c)(3)To Fund Strengthening Families With Children Program, 2017-18$8,438
James Chamber PlayersForest, VA501(c)(3)To Support James String Quartet Summer Music Academy$8,000
Virginia Center for Inclusive CommunitiesRichmond, VA501(c)(3)To Support Project Inclusion Program for Lynchburg City Schools$8,000
Endstation Theatre CompanyLynchburg, VA501(c)(3)TO SUPPORT EMBARK! YOUTH THEATRE CONSEVATORY$7,500
James River AssociationRichmond, VA501(c)(3)To Provide River-based Education for Students (lynchburg, Amherst, Campbell)$7,500
Rivermont Area Emergency Food PantryLynchburg, VA501(c)(3)To Purchase Non-food Necessities$7,500
Rush Lifetime HomesLynchburg, VA501(c)(3)TO SUPPORT COSTS OF REPAIRS/REPLACEMENT OF EQUIPMENT; TO PROVIDE GENERAL SUPPORT$7,500
The Arc of Central VirginiaLynchburg, VA501(c)(3)TO PROVIDE PROGRAM SUPPORT; PLYMALE FOUNDATION$7,400
Amherst County Habitat for HumanityAmherst, VA501(c)(3)To Provide Program Support$7,200
Society of St Andrew IncBig Island, VA501(c)(3)To Support Lynchburg Gleaning Network$7,200
Pauline F Maloney Step With Links IncForest, VA501(c)(3)To Purchase Program Materials, Transportation and Snacks During Activities$7,050
Harvest Outreach Center IncGladys, VA501(c)(3)PLYMALE FOUNDATION; TO FUND PURCHASE AND INSTALLATION OF "HOBBIT HOLE" COTTAGE$7,000
The Agape CenterMoneta, VA501(c)(3)To Fund Construction of Training Classroom$7,000
Virginia Theatre AssociationLynchburg, VA501(c)(3)To Purchse Equipment for Internship Program$7,000
Appomattox Literacy Intervention ProgramSpout Spring, VA501(c)(3)To Provide Program Support for Spot & Dot, the Book Buses$6,500
Faith Christian AcademyHurt, VA501(c)(3)Annual Donor-designated Grant$6,308
American Red Cross of the Blue RidgeLynchburg, VA501(c)(3)To Support Home Fire Response & Prevention Program$6,250
Randolph CollegeLynchburg, VA501(c)(3)ANNUAL DONOR-DESIGNATED GRANT; TO SUPPORT CAMPUS INFASTRUCTURE INITIATIVE$6,201
Bedford RideBedford, VA501(c)(3)To Provide Program Support$6,000
Iron Lives IncMadison Heights, VA501(c)(3)To Fund Iron Program in Amherst & Lynchburg$6,000
Riversviews ArtspaceLynchburg, VA501(c)(3)TO FUND MURAL PROJECT ON MID-TOWN PARKING DECK; TO SUPPORT REPLACEMENT OF ROOFTOP HVAC & CONTROL SYSTEM$6,000
Sml Good Neighbors IncMoneta, VA501(c)(3)To Support Camp Operational Expenses$6,000
Centra FoundationLynchburg, VA501(c)(3)Annual Donor-designated Grant$5,917
Friends of Bedford Hospice House IncBedford, VA501(c)(3)ANNUAL DONOR-DESIGNATED GRANT; TO PROVIDE PROGRAM SUPPORT$5,802
Sports Outreach InstituteLynchburg, VA501(c)(3)To Fund Lynchburg Youth Chess Program$5,700
Virginia Center for the Creative ArtsAmherst, VA501(c)(3)ANNUAL DONOR-DESIGNATED GRANT; TO SUPPORT PURCHASE OF A VAN$5,590
Ec Glass High School AthleticsLynchburg, VA501(c)(3)Annual Donor-designated Grant$5,519
Southern Memorial AssociationLynchburg, VA501(c)(3)Annual Donor-designated Grant$5,508
Bedford Christian Free ClinicBedford, VA501(c)(3)To Purchase Medication for In-house Pharmacy Program$5,400
Park View Community MissionLynchburg, VA501(c)(3)To Fund Building Improvements$5,400
ALZHEIMER'S ASSOCIATION OF CENTRAL AND WESTERN VACharlottesville, VA501(c)(3)ANNUAL DONOR-DESIGNATED GRANT; TO SUPPORT DIVERSITY OUTREACH & VOLUNTEER ENGAGEMENT$5,260
Amherst County Museum & Historical SocietyAmherst, VA501(c)(3)TO FUND "ILLUMINATING THE PAST" SERIES FOR 2017; DONOR DESIGNATED GIFT$5,100
Amherst Glebe Arts Response IncCclifford, VA501(c)(3)To Support Music & Poetry Program in Amherst & Bedford Counties$5,100
Bedford Community Christmas Station IncBedford, VA501(c)(3)To Provide Program Support$5,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Charitable Gift Annuity Payable$72,597
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The board of directors reviews and approves the form 990 before the return is filed.”

Form 990, Part VI, Section B, Line 12C

“The trust's executive committee of the board of directors regularly reviews any conflicts of interest reported on the conflict of interest questionnaire.”

Form 990, Part VI, Section B, Line 15

“The president/ceo receives an informal review with the board of directors which is used to substantiate the president/ceo salary adjustments. The board considers a variety of factors in conjunction with the informal review to determine the proper salary adjustment. Discussion related to the president/ceo salary adjustments is documented in the organization's recorded board minutes.”

Form 990, Part VI, Section C, Line 19

“The trust makes its financial statements available to the public through the trust's website. There is an announcement on the trust's website which states that the governing documents and conflict of interest policy are available at the trust's office.”

Filing and Contact Details

Filer

Filer Name
Greater Lynchburg Community Trust
EIN
54-6112680
Phone
4348456500
Address
101 PAULETTE CIRCLE, LYNCHBURG, VA 24502

Signing Officer

Name
William Bodine
Title
President/CEO
Phone
4348456500
Signed
2018-01-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Bodine
Formed
1972
Legal Domicile
Va
Voting Board Members
15
Independent Board Members
15
Employees
3
Volunteers
15

Preparer

Firm
Davidson Doyle & Hilton Llp
Address
PO BOX 800, LYNCHBURG, VA 24505-0800
Preparer
Davidson Doyle Hilton Llp
Phone
4348467611
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Unrealized gain on charitable trusts 15,014. Annuity liability adjustment -2,231.”

Financial Statement Notes

PART V, LINE 4:

“The trust's endowment funds are used to provide grants to 501(c)(3)organizations. The trust has included $234,933 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 X, LINE 2:

“The trust is a section 501(c)(3) organization under the internal revenue code and is exempt from income taxes under section 501(a) of the code. Gaap requires trust management to evaluate tax positions taken by the trust and recognize a tax liability (or asset) if the trust has taken an uncertain position that more than likely would not be sustained upon examination by the internal revenue service. Trust management has analyzed the tax positions taken by the trust, and has concluded that as of june 30, 2017 and 2016, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the consolidated financial statements. The trust is subject to audit by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML AppendixShowing 400 of 1,353 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0203758
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt02757085
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt027953077
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0801803
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt028462001

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$38,097,199
Liabilities
$655,878
Net assets
$37,441,321
Revenue
$3,604,144
Expenses
$2,262,337
Net income
$1,341,807
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$75.7$9.54$66.1$9.54$3.38$6.16
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$67.6$9.26$58.3$5.05$3.10$1.95
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$60.2$8.58$51.6$6.01$2.92$3.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$53.8$7.95$45.8$7.63$2.79$4.84
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$57.4$7.77$49.6$6.81$2.54$4.27
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.7$3.49$38.2$2.67$2.48$0.19
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.9$3.09$38.8$3.53$2.30$1.23
2018Summary only. Only limited summary data is available for this year.$40.2$0.66$39.5$4.08$2.36$1.72
2017Detailed filing. Detailed filing data is available for this year.$38.1$0.66$37.4$3.60$2.26$1.34
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.3$0.62$33.7$2.28$2.24$0.04
2015Detailed filing. Detailed filing data is available for this year.$36.4$0.68$35.7$3.03$2.12$0.91
2014Detailed filing. Detailed filing data is available for this year.$36.9$0.58$36.3$3.32$2.02$1.30
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.6$0.55$32.1$1.86
2012Summary only. Only limited summary data is available for this year.$29.6$0.49$29.1$3.27$1.63$1.64
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.1$0.45$28.7$1.61
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.4$0.38$25.0$1.67