2024-09-10T08:44:53-05:00 2023-12-31 540504608 BROWN EDWARDS & COMPANY LLP 701 TOWN CENTER DRIVE SUITE 700 NEWPORT NEWS VA 23606 990 2023-01-01 541927558 GREATER WILLIAMSBURG COMMUNITY TRUST GREA 7572591660 1323 JAMESTOWN ROAD SUITE 103 WILLIAMSBURG VA 23185 NANCY C SULLIVAN CHIEF EXECUTIVE OFFICER 7572591660 2024-09-09 1 0 LESLIE F ROBERTS P00040492 7578731033 2024-09-09 2023 2024-08-08 14:25:15Z WILLIAMSBURG COMMUNITY FOUNDATION NANCY SULLIVAN 1323 JAMESTOWN ROAD SUITE 103 WILLIAMSBURG VA 23185 10567219 0 X WWW.WILLIAMSBURGCOMMUNITYFOUNDATION.ORG X 1999 VA SEE SCHEDULE O. PROVIDED GRANTS TO 501(C)(3) NONPROFIT ORGANIZATIONS AND GOVERNMENT ENTITIES SERVING THE GREATER WILLIAMSBURG COMMUNITY. PROVIDED SERVICES AND INFORMATION ON THE NEEDS OF THE GREATER WILLIAMSBURG COMMUNITY TO DONOR-ADVISORS. ASSISTED DONOR-ADVISORS WITH PHILANTHROPIC ACTIVITIES. 23 23 4 55 0 0 1015864 1110213 0 0 3625311 320474 19627 23274 4660802 1453961 1078924 1192518 0 0 226380 232259 0 0 26077 258825 256633 1564129 1681410 3096673 -227449 24695600 27854373 35394 45049 24660206 27809324 THE WILLIAMSBURG COMMUNITY FOUNDATION ENHANCES THE QUALITY OF LIFE IN GREATER WILLIAMSBURG BY CONNECTING PEOPLE WITH CAUSES THAT MATTER, MANAGING CHARITABLE FUNDS, AND PROVIDING GRANTS AND SCHOLARSHIPS FOR OUR COMMUNITY'S MOST PRESSING NEEDS AND PROMISING OPPORTUNITIES. 0 0 1006140 928080 DISTRIBUTED GRANTS TO NONPROFIT ORGANIZATIONS PRIMARILY IN THE GREATER WILLIAMSBURG AREA. COMPETITIVE GRANTS WERE AWARDED IN THE FOLLOWING FOCUS AREAS: ARTS & CULTURE, CHILDREN & YOUNG ADULTS, ENVIRONMENT & CONSERVATION, HEALTH & COMMUNITY WELLNESS, AND SENIOR SERVICES. ADDITIONAL GRANTS WERE AWARDED FOR EDUCATION, HISTORIC PRESERVATION, HUMAN SERVICES, TRANSPORTATION, AMATEUR SPORTS, OVARIAN CANCER AND OTHER COMMUNITY NEEDS AT THE REQUEST OF DONORS. 264438 264438 PROVIDED SCHOLARSHIPS FOR 118 STUDENTS WHO HAVE ATTENDED HIGH SCHOOL AT A WILLIAMSBURG-JAMES CITY COUNTY PUBLIC SCHOOL OR ARE ATTENDING A PUBLIC COLLEGE IN THE STATE OF VIRGINIA. CRITERIA FOR SCHOLARSHIPS INCLUDES ACADEMIC ACHIEVEMENT, COMMUNITY SERVICE, CAREER INTEREST AND FINANCIAL NEED. 1270578 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 1 4 1 0 0 0 0 0 1 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 ORGANIZATION'S OFFICERS 7572591660 1323 JAMESTOWN ROAD NO 103 WILLIAMSBURG VA 23185 KATHLEEN F SLEVIN CHAIR 1.00 X X 0 0 0 ALISON LENNARZ VICE CHAIR 1.00 X X 0 0 0 JACK HALDEMAN TREASURER 1.00 X X 0 0 0 JOE HARROW SECRETARY 1.00 X X 0 0 0 DAVID BUSH TRUSTEE 1.00 X 0 0 0 DIAN CALDERONE TRUSTEE 1.00 X 0 0 0 LORI CONEN TRUSTEE 1.00 X 0 0 0 ANTHONY CONYERS TRUSTEE 1.00 X 0 0 0 JON BROWN TRUSTEE 1.00 X 0 0 0 JOHN FOGARTY TRUSTEE 1.00 X 0 0 0 THOMAS CARDWELL TRUSTEE 1.00 X 0 0 0 SCOTT STABLER TRUSTEE 1.00 X 0 0 0 LISA LUCAS TRUSTEE 1.00 X 0 0 0 AASHISH MATANI TRUSTEE 1.00 X 0 0 0 MELINDA MORGAN TRUSTEE 1.00 X 0 0 0 PAUL MUSE TRUSTEE 1.00 X 0 0 0 MARGARET PRITCHARD TRUSTEE 1.00 X 0 0 0 HENRY RANGER TRUSTEE 1.00 X 0 0 0 CARTER SONDERS TRUSTEE 1.00 X 0 0 0 IRIS PORUSH TRUSTEE 1.00 X 0 0 0 BARBARA WATSON TRUSTEE 1.00 X 0 0 0 RICHARD OVERY TRUSTEE 1.00 X 0 0 0 BENNY ZHANG TRUSTEE 1.00 X 0 0 0 NANCY COTE SULLIVAN CHIEF EXECUTIVE OFFICER 40.00 X 103381 0 0 103381 0 0 1 0 0 0 0 1110213 152346 1110213 813800 813800 6340 0 6340 6340 6340 8613360 9106686 -493326 -493326 -493326 23006 6572 16434 16434 MISCELLANEOUS 900099 500 500 500 1453961 0 0 343748 928080 928080 264438 264438 103381 20676 79604 3101 106927 28846 66742 11339 6183 6183 15768 1261 11196 3311 31547 31547 114281 114281 3781 400 3381 6286 6286 10538 10538 28410 5543 18815 4052 1152 1152 13484 6996 5739 749 10907 10907 6899 6899 PRINTING AND PUBLICATIO 17959 13125 1309 3525 POSTAGE AND SHIPPING 4586 4586 UTILITIES 4461 4461 DUES AND SUBSCRIPTIONS 2342 1213 1129 1681410 1270578 384755 26077 975206 660648 83980 208150 323563 88400 246071 235163 22891988 26292317 498355 458095 24695600 27854373 7639 15704 2629 25126 29345 35394 45049 X 12116949 14386562 12543257 13422762 24660206 27809324 24695600 27854373 -227449 3376567 0 X X 0 1 X 1 0 X 1038103 2390227 2904983 1015864 1110213 8459390 1038103 2390227 2904983 1015864 1110213 8459390 1852224 6607166 558153 366609 1008361 809415 820140 3562678 254 229 374 502 500 1859 12023927 0.54950 0.62000 X PART II, SECTION A, LINE 1B 2020 WAS A SHORT YEAR COVERING THE 11-MONTH PERIOD 2/1/20 - 12/31/20. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 41 238154 297023 5219638 1 1 22077300 555037 3244797 677803 2770 25196561 26460160 422872 -4128168 676262 1302 22077300 21163250 2565113 3401158 666543 2818 26460160 18320285 996165 2433847 468123 118924 21163250 16785815 371627 1492210 217477 111890 18320285 0.46730 0.07510 0.45760 0 0 300000 70513 229487 23563 17887 5676 235163 AGENCY FUNDS HELD FOR OTHERS 29345 29345 4716247 3376567 3376567 1339680 114281 114281 1453961 1567129 0 1567129 114281 114281 1681410 PART V, LINE 4: THE ENDOWMENT IS A PERPETUAL FUND WHOSE PURPOSE IS TO PROVIDE FUNDING FOR THE TRUST'S PROGRAM OBJECTIVES AND TO SUSTAIN THE TRUST'S OPERATIONS. SPRING EVENT 9975 9975 4265 O'HARE RACE 13031 13031 2307 23006 23006 6572 6572 16434 1 BOYS HOME OF VIRGINIA 414 BOYS HOME ROAD COVINGTON VA 24426 540505870 501(C)(3) 72652 0 GENERAL SUPPORT COLLEGE OF WILLIAM AND MARY PO BOX 8795 WILLIAMSBURG VA 23187 546001718 501(C)(3) 6000 0 GENERAL SUPPORT COLONIAL WILLIAMSBURG FOUNDATION PO BOX 1776 WILLIAMSBURG VA 23187 540505888 501(C)(3) 10000 0 GENERAL SUPPORT FRIENDS OF WILLIAMSBURG REGIONAL LIBRARY FOUNDATION 7770 CROAKER ROAD WILLIAMSBURG VA 23188 541639135 501(C)(3) 8000 0 GENERAL SUPPORT GWENDOLYN'S WISH INC PO BOX 6776 WILLIAMSBURG VA 23188 472214689 501(C)(3) 96869 0 GENERAL SUPPORT HOSPICE HOUSE AND SUPPORT CARE OF WILLIAMSBURG 4445 POWHATAN PARKWAY WILLIAMSBURG VA 23188 521289657 501(C)(3) 48434 0 GENERAL SUPPORT JACKSON-FEILD BEHAVIORAL HEALTH SERVICES 546 WALNUT GROVE DRIVE JARRATT VA 23867 540505920 501(C)(3) 24217 0 GENERAL SUPPORT SAINT BEDE CATHOLIC CHURCH 3686 IRONBOUND ROAD WILLIAMSBURG VA 23188 954747370 501(C)(3) 51856 0 GENERAL SUPPORT THE SALVATION ARMY A GEORGIA CORPORATION 216 IRONBOUND ROAD WILLIAMSBURG VA 23188 580660607 501(C)(3) 31856 0 GENERAL SUPPORT WALSINGHAM ACADEMY PO BOX 8702 WILLIAMSBURG VA 23187 540592702 501(C)(3) 63713 0 GENERAL SUPPORT WILLIAM & MARY ATHLETIC EDUCATIONAL FOUNDATION PO BOX 399 WILLIAMSBURG VA 23187 546056480 501(C)(3) 6000 0 GENERAL SUPPORT WILLIAMSBURG MUSIC CLUB PO BOX 1808 WILLIAMSBURG VA 23187 510187047 501(C)(3) 5659 0 GENERAL SUPPORT COLONIAL COURT APPOINTED SPECIAL ADVOCATES PROGRAM INC 3917 MIDLANDS RD SUITE 2A WILLIAMSBURG VA 23188 134148824 501(C)(3) 8000 0 GENERAL SUPPORT DREAM CATCHERS PO BOX 1261 WILLIAMSBURG VA 23187 541692709 501(C)(3) 8000 0 GENERAL SUPPORT GROVE CHRISTIAN OUTREACH CENTER 8800 POCAHONTAS TRAIL WILLIAMSBURG VA 23188 270077733 501(C)(3) 8000 0 GENERAL SUPPORT LOCUS IMPACT INVESTING 7814 CAROUSEL LANE RICHMOND VA 23294 263114011 501(C)(3) 29000 0 GENERAL SUPPORT NORTH CAROLINA COMMUNITY FOUNDATION 3737 GLENWOOD AVE STE 460 RALEIGH NC 27612 581661700 501(C)(3) 10000 0 GENERAL SUPPORT PGA TOUR CHARITIES INC 100 PGA TOUR BLVD PONTE VEDRA BEACH FL 32082 520999206 501(C)(3) 30000 0 GENERAL SUPPORT TIDEWATER JEWISH FOUNDATION INC 5000 CORPORATE WOODS DRIVE 200 VIRGINIA BEACH VA 23462 541653165 501(C)(3) 11282 0 GENERAL SUPPORT W&M MASON SCHOOL OF BUSINESS FOUNDATION PO BOX 2220 WILLIAMSBURG VA 23187 237079011 501(C)(3) 7500 0 GENERAL SUPPORT 20 0 COLLEGE SCHOLARSHIPS 118 264438 PART I, LINE 2: COMPETITIVE GRANT APPLICATIONS ARE SUBMITTED STATING THE ORGANIZATION'S NEED AND INTENDED USE OF GRANT FUNDS. THESE GRANT APPLICATIONS ARE REVIEWED THOROUGHLY BY THE DISTRIBUTION COMMITTEE AND ULTIMATELY APPROVED BY THE ENTIRE BOARD OF TRUSTEES. COMPETITIVE GRANT RECIPIENTS ARE REQUIRED TO FILE A FOLLOW-UP REPORT ON THE USE OF THE FUNDS. ADDITIONALLY, COMPETITIVE GRANT RECIPIENTS MAY BE ASKED FOR A SITE VISIT OR INTERVIEW FOLLOWING COMPLETION OF THE GRANT. SITE VISIT IS CONDUCTED BY DISTRIBUTION COMMITTEE MEMBERS. X 18 152346 PER STOCK EXCHANGE 0 1 0 PART I, COLUMN (B): NUMBER OF DONORS WHO MADE STOCK GIFTS DURING THE YEAR. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY OF THE ORGANIZATION'S FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE (WHICH INCLUDES SEVERAL FINANCIAL EXPERTS) AND THE TRUSTEE AND GOVERNANCE COMMITTEE AT SCHEDULED COMMITTEE MEETINGS. THESE COMMITTEES ASK QUESTIONS AND PROVIDE REVISIONS TO THE FORM 990. IF APPROVED BY THE AUDIT AND TRUSTEE AND GOVERNANCE COMMITTEES, A RECOMMENDATION IS MADE BY THE COMMITTEES FOR THE BOARD TO REVIEW THE FORM 990 AND APPROVE. ULTIMATELY, THE FULL BOARD WILL APPROVE THE FORM 990 AND THE FORM 990 IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S BOARD REVIEWS THE CONFLICT OF INTEREST POLICY, PROVIDE QUESTIONNAIRES FOR THE BOARD MEMBERS TO REPORT CONFLICTS OF INTEREST, AND REPORT ON ANY FINDINGS OF CONFLICTS OF INTERESTS. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION'S BOARD OF TRUSTEES REVIEWS AND APPROVES THE COMPENSATION OF THE CHIEF EXECUTIVE OFFICER. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC FOR REVIEW UPON REQUEST. PART XII, LINE 2C FORM 990, PART XI, LINE 2C: THERE WERE NO CHANGES TO THE AUDIT COMMITTEE'S PROCEDURES REGARDING THE OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT AUDITORS.