2024-04-04T12:20:20-05:00 2023-12-31 541149263 YOUNT HYDE & BARBOUR PC PO BOX 2560 WINCHESTER VA 226041760 990 2023-01-01 541963011 SHENANDOAH COMMUNITY FOUNDATION SHEN 5404651444 PO BOX 350 STRASBURG VA 22657 JERRY A GERMROTH PRESIDENT 5404651444 2024-04-04 1 JERRY GERMROTH 999009999 0 OLIVIA A HUTTON CPA P00964688 5406623417 2024-04-04 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z JERRY A GERMROTH PO BOX 350 STRASBURG VA 22657 2449421 0 X SHENANDOAHCOMMUNITYFOUNDATION.ORG X 1999 VA THE FOUNDATION PROMOTES LONG-TERM GIVING IN SHENANDOAH COUNTY AND SURROUNDING AREAS. 12 12 2 139 0 0 1031316 1495258 0 0 1303837 304528 1006 0 2336159 1799786 955524 372572 0 0 54120 64835 0 0 0 77735 86015 1087379 523422 1248780 1276364 6824112 8809597 0 0 6824112 8809597 X THE MISSION OF THE SHENANDOAH COMMUNITY FOUNDATION IS TO PROMOTE PHILANTHROPY IN SHENANDOAH COUNTY AND SURROUNDING AREAS BY CONNECTING PEOPLE WHO CARE WITH CAUSES THAT MATTER. 0 0 71346 60000 COMMUNITY GRANTS PROGRAM - PROVIDES GRANTS TO NON-PROFIT ORGANIZATIONS THAT BENEFIT SHENANDOAH COUNTY AND ITS RESIDENTS. 2023 GRANT RECIPIENTS WERE: AMERICAN RED CROSS BIG BROTHERS BIG SISTERS BLUE RIDGE AREA FOOD BANK BLUE RIDGE HABITAT FOR HUMANITY BLUE RIDE LEGAL SERVICES BRAIN INJURY CONNECTIONS COMMUNITY CARE & LEARNING CENTER CONCERN HOTLINE STRASBURG UMC/ENRICH PROGRAM FAMILY PROMISE OF SHENANDOAH COUNTY FERST READERS FRIENDS OF THE NORTH FORM OF THE SHEN RIVER GEMEINSCHAFT HOME HUMANE SOCIETY OF SHENANDOAH COUNTY LRCC EDUCATIONAL FOUNDATION SHENANDOAH ALLIANCE FOR SHELTER SHENANDOAH AREA AGENCY ON AGING (SENIORS FIRST) SHENANDOAH COMMUNITY HEALTH CLINIC SHENANDOAH COUNTY PREGNANCY CENTER SHENANDOAH COUNTY SEARCH SHENANDOAH EDUCATION FOUNDATION SHENANDOAH VALLEY LUTHERAN MINISTRIES SHENANDOAH VALLEY TEEN CHALLENGE STRENGTH IN PEERS ZION LUTHERAN CHURCH/SPRING FORWARD 137113 120387 SCHOLARSHIP PROGRAMS PROVIDING COLLEGE AND OTHER POST-SECONDARY SCHOLARSHIPS TO SHENANDOAH COUNTY HIGH SCHOOL GRADUATES. IN 2023, SCHOLARSHIPS WERE AWARDED FROM THE FOLLOWING FUNDS: 4-H DAIRY CLUB ADAM GOODIER MEMORIAL MUSIC BONNIE B. GOCHENOUR BRANDON KELLY DAWSON MEMORIAL ATHLETIC BRIDGEBUILDER CHS ALUMNI CHS CLASS OF 1978 MEMORIAL CURTIS WILLEY WARRIOR DONALD AND MARY WOMBLE DORIS KNICELY ETHEL L. WISEMAN HARRY H. AND DORIS L. COMBS MEMORIAL HELENE ALBRIGHT JAMES HENRY ALLAMONG JR MEMORIAL JASON A. LONG FLIGHT TO SUCCESS JEREMY M. COOK JESSE A. BOLSTRIDGE #55 MEMORIAL JESSICA PUMPHREY MEMORIAL JOE WILLIAMS JOHN C. COPP LEROY J. AND ANNA LEE HENRY LUKE ISAAC HEIRD MEMORIAL MARGE MOYERS MEMORIAL MICHAEL MOREHEAD MEMORIAL MILT AND MATTIE PENCE MEMORIAL RICHARD S. KROL MEMORIAL RUSSELL ADAMS FORT VALLEY SHARON AND DENNIS LILLY SHENANDOAH SCHOLARS SHS CHRISTOPHER SAVILLE SJHS ALUMNI SJHS CLASS OF 1963 SJHS CLASS OF 1964 STREETT-SJ FAMILY VIETNAM VETERANS OF AMERICA 200401 192185 FUNDS PROVIDING GRANTS IN 2023 FOR PURPOSES OTHER THAN COMMUNITY GRANTS AND POST-SECONDARY SCHOOL SCHOLARSHIPS: ART GROUP BOB AND JOLENE CASPAR FORT VALLEY MUSEUM BOWMAN-SHANNON CULTURAL ARTS CHILDREN'S INITIATIVES FUND CURTIS LAWERENCE GROVES, JR. DONALD H. ALBRIGHT ENDOWMENT FOR ENVIRONMENTAL CONSERVATION F&M BANK COMMUNITY GARLAND-UHL GORDON D. BOWMAN II HERBERT PARKER FORT VALLEY COMMUNITY CENTER & LIBRARY HERBERT PARKER FORT VALLEY MUSEUM FUND HERBERT PARKER SHENANDOAH COUNTY LIBRARY ARCHIVES JASON A LONG FLIGHT TO SUCCESS JOHN DUNCAN WILBURN MAUDE ORNDORFF MEMORIAL FUND MILT & MATTIE PENCE CEMETERY RUSSELL ADAMS FORT VALLEY MUSEUM SHANNON MUSICAL HERITAGE SHENANDOAH COUNTY FREE CLINIC-DR. CHARLES H. MILLER (SF) ALLIANCE FOR THE SHENANDOAH VALLEY STRASBURG EXPRESS SUSAN P. MASSIE THEATRE WARREN & PATRICIA FRENCH WILLIAM C. "CHES" & EVELYN E. LAMBERT WIND RIVER 2145 OTHER VARIOUS PROGRAM SERVICES. 2145 411005 1 1 0 0 0 1 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 2 0 1 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 0 0 0 X X X JERRY A GERMROTH 5404651444 PO BOX 350 STRASBURG VA 22657 X MICHAEL FUNK PRESIDENT AND DIRECTOR 20.00 X X 0 0 0 DAVID FERGUSON DIRECTOR 3.00 X 0 0 0 KATHERINE MORRISON SECRETARY AND DIRECTOR 4.00 X X 0 0 0 KEVIN FINKS TREASURER AND DIREC 4.00 X X 0 0 0 SHARON BARONCELLI DIRECTOR 2.00 X 0 0 0 BEVERLY BUTTERFIELD DIRECTOR 10.00 X 0 0 0 MANDY BELYEA DIRECTOR 2.00 X 0 0 0 DENNIS DYSART DIRECTOR 3.00 X 0 0 0 JERRY GERMROTH VICE PRESIDENT 4.00 X X 0 0 0 JAMIE BAISDEN DIRECTOR 2.00 X 0 0 0 DANIEL SMITH DIRECTOR 2.00 X 0 0 0 RACHEL LOGAN DIRECTOR 2.00 X 0 0 0 0 0 0 0 0 0 0 0 1495258 499100 1495258 247029 247029 707134 649635 57499 57499 57499 1799786 0 0 304528 250235 250235 122337 122337 60562 30281 30281 4273 2137 2136 10138 2058 8080 34101 34101 7677 7677 16644 16644 5525 5525 1464 1464 1280 1280 PROGRAM EXPENSE 3765 3765 DUES AND SUBSCRIPTIONS 2115 2115 TELEPHONE AND INTERNET 1535 1535 EDUCATION AND TRAINING 948 192 756 823 823 523422 411005 112417 0 555215 21276 876105 6268897 7912216 6824112 8809597 0 0 X 6824112 8809597 6824112 8809597 6824112 8809597 1276364 709121 0 X 0 1 X 0 0 X 363919 489090 1135791 1031916 1495258 4515974 363919 489090 1135791 1031916 1495258 4515974 1765304 2750670 105682 191145 361584 206975 247029 1112415 462 186 1006 1654 5630043 0.48860 0.56150 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13 18 168369 362867 136670 31399 1329773 1328056 1 1 6699369 1395203 997091 372572 3710 18579 8696802 7859851 926931 -1060934 955524 4328 66627 6699369 6359409 1155038 809779 393421 515 70439 7859851 5297340 793714 704904 381701 342 54506 6359409 4111455 622324 813946 199252 2459 48674 5297340 1.00000 0 0 0 2474806 709121 709121 1765685 34101 34101 1799786 489321 0 489321 34101 34101 523422 PART V, LINE 4: THE FOUNDATION'S ENDOWMENT FUNDS SERVE VARIOUS PURPOSES. FOR EXAMPLE, SOME PROVIDE ANNUAL GRANTS TO SPECIFIED ORGANIZATIONS, SUCH AS THE FORT VALLEY COMMUNITY CENTER, THE FORT VALLEY MUSEUM, AND THE SHENANDOAH COUNTY LIBRARY ARCHIVES. OTHERS PROVIDE SCHOLARSHIPS TO GRADUATING SENIORS OF THE COUNTY'S HIGH SCHOOLS. THE UNRESTRICTED GRANTS FUND PROVIDES ANNUAL GRANTS TO VARIOUS ORGANIZATIONS FOR THE BENEFIT OF THE COUNTY AND ITS RESIDENTS. STILL OTHERS ARE INTENDED TO GROW REVENUES TO PROVIDE FUTURE FUNDING FOR THE FOUNDATION'S GRANT PROGRAMS AND ADMINISTRATIVE EXPENSES. 1 FAMILY PROMISE OF SHENANDOAH COUNTY 781 SPRING PARKWAY WOODSTOCK VA 22664 471024116 501(C)(3) 8000 0 HOUSING AND RELATED SERVICES LAUREL RIDGE COMMUNITY COLLEGE EDUCATIONAL FOUNDATION 173 SKIRMISHER LANE MIDDLETOWN VA 22645 510247624 501(C)(3) 6000 0 EDUCATION SHENANDOAH COUNTY HEALTH CLINIC 124 VALLEY VISTA DRIVE WOODSTOCK VA 22664 542032008 501(C)(3) 14000 0 MEDICAL SHENANDOAH MEMORIAL HOSPITAL FOUNDATION 759 S MAIN STREET WOODSTOCK VA 22664 521535978 501(C)(3) 11000 0 MEDICAL CARE CENTRAL HIGH SCHOOL 1147 SUSAN AVE WOODSTOCK VA 22664 546001605 501(C)(3) 15346 0 MUSIC EQUIPMENT COMPASSION CUPBOARD 533 BURGESS SREET STRASBURG VA 22657 541508659 501(C)(3) 10000 0 FOOD DISTRIBTUION PANTRY FEEDING THE GULF COAST 5248 MOBILE SOUTH STREET THEODORE AL 36582 630821997 501(C)(3) 15000 0 FOOD DISTRIBTUION PANTRY SHENANDOAH ALLIANCE FOR SHELTER PO BOX 386 WOODSTOCK VA 22664 541520502 501(C)(3) 5500 0 FAMILY, CHILD, AND SOCIAL WELFARE SHENANDOAH COUNTY PREGNANCY CENTER 28 CEDAR WOOD LANE EDINBURG VA 22824 541683029 501(C)(3) 5750 0 HEALTH THE ROTARY FOUNDATION 1560 SHERMAN AVE EVANSTON IL 60201 363245072 501(C)(3) 50000 0 GENERAL SUPPORT 11 SCHOLARSHIP PROGRAMS FOR SHENANDOAH COUNTY STUDENTS 61 122337 PART I, LINE 2: THE FOUNDATION MONITORS ITS SCHOLARSHIP GRANTS TO ENSURE THAT THEY ARE USED FOR PROPER PURPOSES AND NOT OTHERWISE DIVERTED FROM THEIR INTENDED USE. SCHOLARSHIP GRANTS BY THE FOUNDATION ARE PAID BY CHECK. IN MOST INSTANCES, THE PAYEE IS EITHER A PUBLIC HIGH SCHOOL IN THE COUNTY OR A POSTSECONDARY EDUCATIONAL INSTITUTION THAT THE SCHOLARSHIP RECIPIENT IS OR WILL BE ATTENDING. THERE IS ONE SCHOLARSHIP PROGRAM IN WHICH THE RECIPIENTS ARE CHOSEN BY THE HIGH SCHOOLS AND THE CHECKS ARE PAYABLE TO THE RECIPIENTS; THE FOUNDATION ADVISES THE RECIPIENTS IN WRITING OF THE POTENTIAL CONSEQUENCES IF THE GRANTS ARE NOT USED FOR TAX-EXEMPT EDUCATIONAL PURPOSES. THE FOUNDATION MONITORS THE GRANTS TO ORGANIZATIONS AND GOVERNMENTAL ENTITIES TO ENSURE THAT THEY ARE USED FOR PROPER PURPOSES AND NOT OTHERWISE DIVERTED FROM THEIR INTENDED USE AS FOLLOWS: (1) GRANTS AWARDED BY THE FOUNDATION ARE PAID BY CHECK IN THE NAME OF THE GRANTEE. (2) WHEN A GRANT IS DESIGNATED FOR A SPECIFIC PURPOSE, THE GRANTEE ORGANIZATION AGREES TO INFORM THE FOUNDATION AFTER THE GRANT IS EXPENDED FOR THAT PURPOSE. (3) WHEN A GRANT IS DESIGNATED FOR A SPECIFIC PURPOSE, THE GRANTEE ORGANIZATION ALSO AGREES TO INFORM THE FOUNDATION BEFORE THE GRANT IS EXPENDED FOR ANOTHER PURPOSE. (4) THROUGH THEIR COMMUNITY INVOLVEMENT AND CONTACT WITH THE GRANTEES, THE DIRECTORS AND STAFF OF THE FOUNDATION, AS WELL AS THE DONORS TO THE FOUNDATION'S RESTRICTED FUNDS, OFTEN HAVE INDIRECT KNOWLEDGE REGARDING THE EXPENDITURE OF GRANTS. X 3 499100 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A PURSUANT TO ITS BY-LAWS, THE FOUNDATION HAS ESTABLISHED AN EXECUTIVE COMMITTEE. THE MEMBERS OF THIS COMMITTEE ARE THE FOUNDATION'S PRESIDENT, VICE PRESIDENT, TREASURER AND SECRETARY, ALL OF WHO ARE DIRECTORS OF THE FOUNDATION. THE COMMITTEE PERFORMS ADMINISTRATIVE FUNCTIONS OF THE FOUNDATION AND IMPLEMENTS BOARD DIRECTIONS. AMONG OTHER THINGS, THE EXECUTIVE COMMITTEE IS AUTHORIZED TO FUNCTION IN PLACE OF THE BOARD BETWEEN MEETINGS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 IS PROVIDED TO THE FOUNDATION'S GOVERNING BODY FOR REVIEW BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY AS FOLLOWS: DIRECTORS AND OFFICERS ARE ASKED TO SIGN CONFLICT OF INTEREST FORMS, AND ARE EXPECTED TO PROVIDE UPDATED DISCLOSURES ANNUALLY OR MORE FREQUENTLY AS APPROPRIATE. MOREOVER, THE FAMILY AND BUSINESS CONNECTIONS OF THE DIRECTORS AND OFFICERS ARE GENERALLY KNOWN IN THE FOUNDATION'S SMALL, RURAL COMMUNITY. AT PRESENT, THE FOUNDATION HAS A LIMITED NUMBER OF VENDOR RELATIONSHIPS AND ITS GRANTS ARE AWARDED DIRECTLY TO NON-PROFIT ORGANIZATIONS OR TO A DIVERSE GROUP OF SCHOLARSHIP RECIPIENTS. DIRECTORS ARE EXPECTED TO RECUSE THEMSELVES FROM BOARD DECISIONS THAT PRESENT A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.