2023-10-31T07:51:36-05:00 2023-06-30 540643136 HARRIS HARVEY NEAL & COLLPCPA'S PO BOX 3424 DANVILLE VA 245433424 990 2022-07-01 541823141 THE COMMUNITY FOUNDATION OF THE DAN RIVER REGION COMM 4347930884 541 LOYAL STREET DANVILLE VA 24541 VINCE KANIA JR TREASURER 4347930884 2023-10-03 1 VINCE KANIA JR 999009999 0 STEPHEN M GAY P00720223 4347923220 2023-10-02 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MRS KATHERINE W MILAM 541 LOYAL STREET DANVILLE VA 24541 2865210 0 X WWW.CFDRR.ORG X 1996 VA OUR MISSION IS TO IMPROVE AND ENRICH THE COMMUNITY THROUGH THE GENEROSITY OF DONORS. 23 23 4 0 0 0 2432948 1622682 15261 16488 3329796 1157779 87 20 5778092 2796969 1512851 1705587 0 0 178722 215118 0 0 46938 313613 327771 2005186 2248476 3772906 548493 45930680 49707408 507780 588087 45422900 49119321 X THE COMMUNITY FOUNDATION OF THE DAN RIVER REGION WILL IMPROVE AND ENRICH THE LIVES OF THE REGION'S RESIDENTS BY ENCOURAGING AND FACILITATING DONATIONS; BY MANAGING, INVESTING, AND DISTRIBUTING THESE DONATIONS IN ACCORDANCE WITH DONORS' WISHES WHILE MEETING COMMUNITY NEEDS; AND BY ENSURING THESE DONATIONS CREATE A LASTING LEGACY OF GROWTH AND OPPORTUNITY THROUGHOUT THE REGION. 0 0 2027026 1705587 1174267 IT IS THE ORGANIZATION'S VISION TO RECOGNIZE THE NEEDS AND PROVIDE RESOURCES TO IMPROVE THE QUALITY OF LIFE IN OUR COMMUNITY AND TO SERVE THE WISHES OF THE DONORS.THE MISSION OF THE COMMUNITY FOUNDATION OF THE DAN RIVER REGION IS TO IMPROVE AND ENRICH THE LIVES OF THE REGION'S RESIDENTS BY ENCOURAGING AND FACILITATING DONATIONS; BY MANAGING, INVESTING, AND DISTRIBUTING THESE DONATIONS IN ACCORDANCE WITH DONORS' WISHES WHILE MEETING COMMUNITY NEEDS; AND BY ENSURING THESE DONATIONS CREATE A LASTING LEGACY OF GROWTH AND OPPORTUNITY THROUGHOUT THE REGION.WHILE THE ORGANIZATION WORKS WITH DONORS TO ESTABLISH FUNDS TO BENEFIT ANY GEOGRAPHIC AREA, THE PRIMARY SERVICE AREA IS DANVILLE/PITTSYLVANIA COUNTY, VIRGINIA AND CASWELL COUNTY, NORTH CAROLINA. DONATIONS ARE ALSO BEING SOUGHT TO BUILD UP RESOURCES FOR SOUTH BOSTON/HALIFAX COUNTY, WITH CONSIDERATION BEING GIVEN TO OTHER NEIGHBORING COUNTIES. 2027026 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 1 4 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X THE CORPORATION 4347930884 541 LOYAL STREET DANVILLE VA 24541 KATHERINE MILAM EXECUTIVE DIRECTOR 40.00 X X 81470 0 0 ANGELES ATKINSON PAST PRESIDENT 1.00 X X 0 0 0 SCOTT BARNES PRESIDENT 2.00 X X 0 0 0 STEVE BASS SECRETARY 1.00 X X 0 0 0 VINCE KANIA JR TREASURER 1.00 X X 0 0 0 CATHY PULLIAM VICE PRESIDENT 1.00 X X 0 0 0 LEE FARMER DIRECTOR 1.00 X 0 0 0 RICHARD DIXON DIRECTOR 1.00 X 0 0 0 FELICIA VEAL-EDMUNDS DIRECTOR 1.00 X 0 0 0 GINNY FOSTER DIRECTOR AT LARGE 1.00 X X 0 0 0 DANIELLE MONTAGUE DIRECTOR 1.00 X 0 0 0 TERESA PETTY DIRECTOR 1.00 X 0 0 0 NINA BETH THORNTON DIRECTOR 1.00 X 0 0 0 SANDY SAUNDERS DIRECTOR 1.00 X 0 0 0 JENNIFER HILTWINE DIRECTOR 1.00 X 0 0 0 KUNAL PATEL DIRECTOR 1.00 X 0 0 0 HOWARD GRAVES DIRECTOR 1.00 X 0 0 0 BILL RIDDLE DIRECTOR 1.00 X 0 0 0 KERRI BURCHETT DIRECTOR 1.00 X 0 0 0 TIFFANY DANIELLE HAIRSTON DIRECTOR 1.00 X 0 0 0 LISA JOHNSTON KNIGHT DIRECTOR 1.00 X 0 0 0 DAN ANGEL DIRECTOR 1.00 X 0 0 0 SHEILA WILLIAMSON-BRANCH DIRECTOR 1.00 X 0 0 0 SYLVIA BROOKS DIRECTOR 1.00 X 0 0 0 81470 0 0 0 0 0 0 0 1622682 1622682 ADMINISTRATIVE FEE INC 523940 16488 16488 16488 1226020 1226020 68241 -68241 -68241 -68241 OTHER INCOME 900099 19 19 ROUNDING 900099 1 1 20 2796969 1174267 0 20 1426047 1426047 279540 279540 81470 32588 34217 14665 101400 73477 24301 3622 17430 10109 5578 1743 14818 8594 4742 1482 133142 133142 47944 23972 23972 25426 25426 6639 6639 4383 4383 6747 6747 14943 14943 5196 5196 WEB HOSTING AND SOFTWAR 52743 39557 13186 PROJECT GRANT EXPENSE 16177 16177 MAINTENANCE EXPENSE 3795 3795 POSTAGE & SHIPPING EXPE 3605 3605 7031 7031 2248476 2027026 174512 46938 1455 4009 2974394 2966862 13031 18080 377927 249136 143734 128791 31169675 37280515 11582180 9264876 46211 44275 45930680 49707408 507780 588087 507780 588087 X 45201559 48962248 221341 157073 45422900 49119321 45930680 49707408 548493 3147928 0 X X 0 1 X 1 0 X 1027823 1194655 1608372 2953444 2112644 8896938 1027823 1194655 1608372 2953444 2112644 8896938 2297053 6599885 728084 746869 724342 1117176 1226020 4542491 8360 413 8 86 19 8886 13448315 0.49080 0.50050 X FROM 990, SCHEDULE A, LINE 8 THE ORGANIZATION INDICATED THAT IT IS A COMMUNITY TRUST FOR REPORTING IN THE SCHEDULE ALTHOUGH IT IS INCORPORATED AS A NON-STOCK CORPORATION BY THE COMMONWEALTH OF VIRGINIA. FORM 990 SCHEDULE A, PART 2, LINE 1 UNUSUAL GRANTS RECEIVED DURING THE YEAR RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23 168 32550 1623955 212243 1506804 6687260 42660816 1 1 0 45422900 1622683 4189072 1705587 409747 49119321 50931005 2432951 -6077238 1512851 350967 45422900 39152477 1165536 12365727 1414214 338521 50931005 37597500 3167427 441285 1698753 354982 39152477 36746654 893160 1777998 1324534 495778 37597500 0 0 21233 21233 301782 197084 104698 54912 52052 2860 128791 FIXED INCOME 4724618 F REAL ESTATE INVESTMENT TRUST 3250075 F PRIVATE EQUITY 932770 F COMMODITIES 357413 F 9264876 AGENCY FUNDS 588087 588087 5811755 3147928 -133142 3014786 2796969 0 2796969 2115334 -133142 -133142 2248476 0 2248476 PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT FEES -133,142. PART XII, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT FEES -133,142. 0 ABUNDANT LIFE WORLD OUTREACH CHURCH 955 MT CROSS RD DANVILLE VA 24540 541555151 5550 0 2023 COMPETITIVE GRANT AWARD AMERICAN INDIAN COLLEGE FUND 8833 GREENWOOD BLVD DENVER CO 80221 521573446 8961 0 FOR UNRESTRICTED USE AMERICAN RED CROSS OF BLUE RIDGE 3700 CANDLERS MOUNTAIN ROAD LYNCHBURG VA 24502 530196605 10000 0 2023 COMPETITIVE GRANT AWARD ANIMAL PROTECTION SOCIETY OF THE NORTHERN PIEDMONT INC P O BOX 193 YANCEYVILLE NC 27379 561925043 9250 0 2023 COMPETITIVE GRANT AWARD AVERETT UNIVERSITY 420 WEST MAIN STREET DANVILLE VA 24541 540129860 6500 0 BSN NURSING STUDENT SCHOLARSHIP AID AVERETT UNIVERSITY 420 WEST MAIN STREET DANVILLE VA 24541 540129860 10000 0 AVERETT UNIVERSITY ONLINE PROGRAM AVERETT UNIVERSITY 420 WEST MAIN STREET DANVILLE VA 24541 540129860 5851 0 UNRESTRICTED AVERETT UNIVERSITY 420 WEST MAIN STREET DANVILLE VA 24541 540129860 10000 0 TO PROVIDE SCHOLARSHIPS TO LOCAL STUDENTS WITH FINANCIAL NEED BEREA COLLEGE CPO 2216 BEREA KY 40403 610444650 8961 0 FOR UNRESTRICTED USE BIG BROTHERS BIG SISTERS PO BOX 678 DANVILLE VA 24543 540922903 5250 0 2023 COMPETITIVE GRANT AWARD BLAIRS FIRE & RESCUE 7100 US 29 NORTH BLAIRS VA 24527 541647981 13616 0 2023 COMPETITIVE GRANT AWARD BOOKENDS PO BOX 11405 DANVILLE VA 24543 541171893 7200 0 2023 COMPETITIVE GRANT AWARD BOY SCOUTS OF AMERICABLUE RIDGE COUNCIL PO BOX 7606 ROANOKE VA 24019 540912706 12000 0 TO SUPPORT SCOUTING IN THE DAN RIVER REGION BOYS AND GIRLS CLUB OF THE DANVILLE AREA 123 FOSTER STREET DANVILLE VA 24541 541880308 13690 0 FOR UNRESTRICTED USE BOYS AND GIRLS CLUB OF THE DANVILLE AREA 123 FOSTER STREET DANVILLE VA 24541 541880308 9172 0 FOR UNRESTRICTED USE BOYS AND GIRLS CLUB OF THE DANVILLE AREA 123 FOSTER STREET DANVILLE VA 24541 541880308 11889 0 2023 COMPETITIVE GRANT AWARD CASCADE VOLUNTEER FIRE DEPARTMENT PO BOX 130 CASCADE VA 24069 542034163 21000 0 2023 COMPETITIVE GRANT AWARD CASWELL COUNTY EMERGENCY SERVICES PO BOX 98 YANCEYVILLE NC 27379 566000283 15000 0 2023 COMPETITIVE GRANT AWARD CASWELL COUNTY EMERGENCY SERVICES 208 COUNTY PARK RD YANCEYVILLE NC 27379 566000283 12000 0 2023 COMPETITIVE GRANT AWARD CASWELL COUNTY HISTORICAL ASSOCIATION PO BOX 278 YANCEYVILLE NC 273790278 561150451 31250 0 2023 COMPETITIVE GRANT AWARD CASWELL COUNTY PARISH INC PO BOX 967 YANCEYVILLE NC 27379 237374524 25000 0 2023 COMPETITIVE GRANT AWARD CASWELL RECREATION DEVELOPMENT GROUP PO BOX 114 YANCEYVILLE NC 27379 882559468 12500 0 2023 COMPETITIVE GRANT AWARD CHANGING LIVES OUTREACH 609 KEEN STREET SUITE A DANVILLE VA 24540 832124745 15000 0 2023 COMPETITIVE GRANT AWARD CHATHAM FIRE DEPARTMENT PO BOX 84 CHATHAM VA 24531 546001206 26088 0 2023 COMPETITIVE GRANT AWARD CITY OF DANVILLE SOCIAL SERVICES PO BOX 3300 DANVILLE VA 24541 546001243 50000 0 2023 COMPETITIVE GRANT AWARD CLIMAX VOLUNTEER FIRE DEPARTMENT 4166 CLIMAX ROAD CHATHAM VA 24531 542050175 20381 0 2023 COMPETITIVE GRANT AWARD COMMUNITY IMPROVEMENT COUNCIL INC 540 HOLBROOK STREET DANVILLE VA 24541 540793038 7200 0 2023 COMPETITIVE GRANT AWARD COMPASSION HEALTH CARE PO BOX 1448 YANCEYVILLE NC 27379 591842757 7585 0 UNRESTRICTED COMPASSION HEALTH CARE PO BOX 1448 YANCEYVILLE NC 27379 591842757 15000 0 2023 COMPETITIVE GRANT AWARD DAN RIVER BASIN ASSOCIATION 413 CHURCH STREET SUITE 401 EDEN NC 27288 562275695 8420 0 2023 COMPETITIVE GRANT AWARD DANVILLE CHURCH AND COMMUNITY TUTORIAL PROGRAM 498 ARNETT BLVD DANVILLE VA 24540 541824377 28634 0 2023 COMPETITIVE GRANT AWARD DANVILLE COMMUNITY COLLEGE FINANCIAL AID OFFICE DANVILLE VA 24541 541213521 7500 0 WORKFORCE SUCCESS/STUDENT CAREER COACHES DANVILLE COMMUNITY COLLEGE EDUCATIONAL FOUNDATION 1008 SOUTH MAIN STREET DANVILLE VA 24541 541213521 12500 0 PATHWAYS TO SUCCESS RCATT DANVILLE COMMUNITY COLLEGE EDUCATIONAL FOUNDATION 1008 SOUTH MAIN STREET DANVILLE VA 24541 541213521 12800 0 UPGRADES FOR HVAC PROGRAM DANVILLE HISTORICAL SOCIETY PO BOX 6 DANVILLE VA 24543 237120439 7000 0 2023 COMPETITIVE GRANT AWARD DANVILLE NEIGHBORHOOD DEVELOPMENT CORPORATION PO BOX 3549 DANVILLE VA 24543 821340755 12500 0 2023 COMPETITIVE GRANT AWARD DANVILLE PITTSYLVANIA COUNTY HABITAT FOR HUMANITY PO BOX 718 DANVILLE VA 24543 541587929 30000 0 2023 COMPETITIVE GRANT AWARD DANVILLE SCIENCE CENTER INC 677 CRAGHEAD STREET DANVILLE VA 24541 541776405 12500 0 2023 COMPETITIVE GRANT AWARD DANVILLE-PITTSYLVANIA CANCER ASSOCIATION 223 RIVERVIEW DRIVE DANVILLE VA 24541 540634200 20000 0 2023 COMPETITIVE GRANT AWARD DANVILLE-PITTSYLVANIA CANCER ASSOCIATION 223 RIVERVIEW DRIVE DANVILLE VA 24541 540634200 5851 0 UNRESTRICTED DANVILLE-PITTSYLVANIA CANCER ASSOCIATION 223 RIVERVIEW DRIVE DANVILLE VA 24541 540634200 5521 0 TO ASSIST CANCER PATIENTS WITH FINANCIAL NEED FAIRVIEW UNITED METHODIST CHURCH 1013 WESTOVER DRIVE DANVILLE VA 24541 540538700 16000 0 2023 COMPETITIVE GRANT AWARD FINE WHINES AND LICKERS 6681 NC 150 EAST REIDSVILLE NC 27320 811913248 6425 0 2023 COMPETITIVE GRANT AWARD FIRST BAPTIST CHURCH 871 MAIN STREET DANVILLE VA 24541 540515754 45633 0 FOR UNRESTRICTED USE GOD'S PIT CREW 2499 NORTH MAIN STREET DANVILLE VA 24540 541974979 24000 0 2023 COMPETITIVE GRANT AWARD GOD'S STOREHOUSE PO BOX 48 DANVILLE VA 24543 541444524 31600 0 2023 COMPETITIVE GRANT AWARD GOD'S STOREHOUSE PO BOX 48 DANVILLE VA 24543 541444524 15000 0 TO SUPPORT THE MALCOLM HUCKABEE BACKPACK FUND GOOD HOPE EQUESTRIAN & REGENERATIVE FARM INC 1108 WILD TURKEY RUN HALIFAX VA 24558 650945018 16500 0 2023 COMPETITIVE GRANT AWARD GRACE DESIGN UNITED METHODIST CHURCH 1064 FRANKLIN TURNPIKE DANVILLE VA 24540 541258028 7216 0 10% DESIGNATED FROM MARSHALL FAMILY FUND GRACE DESIGN UNITED METHODIST CHURCH 1064 FRANKLIN TURNPIKE DANVILLE VA 24540 541258028 6472 0 TO UPDATE AND REPLACE SIGNAGE HOPE CENTER MINISTRIES 1070 MOUNTAIN RUN RD CASCADE VA 24069 208934436 25000 0 2023 COMPETITIVE GRANT AWARD HOUSE OF HOPE PO BOX 1197 DANVILLE VA 24543 263994804 20000 0 2023 COMPETITIVE GRANT AWARD JUST KIDS CHILD DEVELOPMENT 120 SHAVERS-JOHNSON ST DANVILLE VA 24540 300083132 7000 0 TO PURCHASE, INSTALL, AND EQUIP A PREFABRICATED BUILDING LONGWOOD UNIVERSITY 201 HIGH STREET FARMVILLE VA 23909 546047289 5851 0 UNRESTRICTED MARTINSVILLE CEMETERY ASSOCIATION PO BOX 246 MARTINSVILLE VA 24114 540294105 5851 0 UNRESTRICTED MILTON PRESERVATION AND BEAUTIFICATION SOCIETY INC PO BOX 36 MILTON NC 27305 030497519 31250 0 2023 COMPETITIVE GRANT AWARD MT VERNON UNITED ME 107 WEST MAIN STREET DANVILLE VA 24541 540294105 5851 0 UNRESTRICTED PATHS 705 MAIN ST DANVILLE VA 24541 542026502 13690 0 FOR UNRESTRICTED USE PIEDMONT COMMUNITY C PO BOX 1150 YANCEYVILLE NC 27379 561374039 5250 0 2023 COMPETITIVE GRANT AWARD PPL FOUNDATION PO BOX 814 CHATHAM VA 24531 521315406 37500 0 2023 COMPETITIVE GRANT AWARD PROV FIRE & RESCUE PO BOX 93 PROVIDENCE NC 27315 561262056 20500 0 2023 COMPETITIVE GRANT AWARD REACH OUT AND READ CAROLINAS 18 PLOTT DRIVE SYLVA NC 28779 043481253 7500 0 2023 COMPETITIVE GRANT AWARD SALVATION ARMY OF DANVILLE P O BOX 922 VINTON VA 24179 580660607 18253 0 FOR UNRESTRICTED USE SALVATION ARMY OF DANVILLE PO BOX 922 VINTON VA 24179 580660607 25000 0 2023 COMPETITIVE GRANT AWARD SECOND HARVEST FOOD BANK OF NORTHWEST NC 3655 REED STREET WINSTONSALEM NC 27107 581457912 7500 0 2023 COMPETITIVE GRANT AWARD SEMORA VOLUNTEER FIRE DEPTMENT 4997 NC HWY 57 NORTH SEMORA NC 27343 581862378 12500 0 2023 COMPETITIVE GRANT AWARD SMOKESTACK THEATRE COMPANY 319 LYNN ST DANVILLE VA 24541 831509339 13162 0 2023 COMPETITIVE GRANT AWARD SOUTHERN AREA AGENCY ON AGING 204 CLEVELAND AVE MARTINSVILLE VA 24112 541018745 5744 0 UNRESTRICTED SOUTHSIDE AREA TENNIS ASSOCIATION 163 HAWTHORNE DRIVE DANVILLE VA 24541 822963545 9000 0 2023 COMPETITIVE GRANT AWARD SPCA OF PITTSYLVANIA COUNTY PO BOX 936 CHATHAM VA 24531 800281882 10000 0 2023 COMPETITIVE GRANT AWARD ST LUKES UNITED METHODIST CHURCH 3090 NORTH MAIN STREET DANVILLE VA 24540 541439832 20000 0 2023 COMPETITIVE GRANT AWARD TEMPLE BETH SHOLOM 326 ROSEMARY LANE DANVILLE VA 24541 541079353 5555 0 UNRESTRICTED UNITED NEGRO COLLEGE FUND 1805 7TH STREET WASHINGTON DC 20001 131624241 8961 0 FOR UNRESTRICTED USE UNITED WAY OF DANVILLE-PITTSYLVANIA COUNTY 308 CRAGHEAD ST SUITE 104 DANVILLE VA 24541 540526200 87560 0 UNRESTRICTED VETERANS MEMORIAL DISCRETIONARY TRUST 100 COPPER CT DANVILLE VA 24540 546001243 9914 0 UNRESTRICTED VIRGINIA LEGAL AID 513 CHURCH STREET LYNCHBURG VA 24504 510226448 20000 0 2023 COMPETITIVE GRANT AWARD VTT LLC DBA GLOBAL CENTER FOR AUTOMOTIVE PERFORMANCE (GCAPS) 1020 LOTUS DRIVE ALTON VA 24520 371737161 6992 0 2023 COMPETITIVE GRANT AWARD WESTOVER CHRISTIAN ACADEMY PO BOX 10610 DANVILLE VA 24543 541677544 15975 0 SECURITY MEASURES TO PROTECT CHILDREN COLLEGE SCHOLARSHIPS PAID DIRECTLY TO THE EDUCATIONAL INSTITUTIONS 111 279540 PART IV - ADDITIONAL INFORMATION EACH RECIPIENT IS REQUIRED TO PERPARE AND SUBMIT AN INTERIM AND/OR ANNUAL ACCOUNTING OF THE DISBURSEMENT OF FUNDS ALONG WITH SUPPORTING DOCUMENTATION FOR SUCH DISBURSEMENT OF THE FUNDS. THE ORGANIZATION'S PROGRAM MANAGER AND FINANCIAL OFFICER BOTH REVIEW SUCH REPORTS AND ACCOMPANYING DOCUMENTATION FOR COMPLIANCE WITH THE REQUIRMENTS OF THE GRANT AWARD. FORM 990, PART VI, SECTION B, LINE 11B THE ANNUAL RETURN IS REVIEWED BY THE EXECUTIVE DIRECTOR, OFFICER AND BOARD OF DIRECTORS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C AT EACH ANNUAL MEETING OF THE BOARD OF DIRECTORS, THERE IS A DISCUSSION LED BY THE EXECUTIVE DIRECTOR AS TO THE ORGANIZATION'S CONFILICT OF INTEREST POLICY AND A REQUEST OF EACH BOARD MEMBER TO PROVIDE WRITTEN DISCLOSURE OF ANY CONFLICTS TO THE PRESIDENT OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE AUTHORIZES AND APPROVES ANY CHANGE IN THE EXECUTIVE DIRECTOR'S COMPENSATION WHICH IS INCLUDED IN THE BUDGET WHICH IS THEN APPROVED BY THE BOARD OF DIRECTORS. THE BOARD AUTHORIZES AND APPROVES ANY CHANGE IN THE COMPENSATION OF OTHER KEY EMPLOYEES OF THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST; WHEREAS, THE FINANCIAL STATEMENTS ARE MADE AVAILABLE ON THE ORGNIZATION'S WEBSITE AS WELL AS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: NO CHANGE