2025-03-11T14:07:33-05:00 2024-12-31 541149263 YOUNT HYDE & BARBOUR PC PO BOX 2560 WINCHESTER VA 226041760 990 2024-01-01 541963011 SHENANDOAH COMMUNITY FOUNDATION SHEN 5404651444 PO BOX 350 STRASBURG VA 22657 JERRY A GERMROTH PRESIDENT 5404651444 2025-03-05 1 0 OLIVIA A HUTTON CPA P00964688 5406623417 2025-03-05 2024 2025-03-06 01:10:19Z JERRY A GERMROTH PO BOX 350 STRASBURG VA 22657 2570887 0 X SHENANDOAHCOMMUNITYFOUNDATION.ORG X 1999 VA THE FOUNDATION PROMOTES LONG-TERM GIVING IN SHENANDOAH COUNTY AND SURROUNDING AREAS. 13 13 2 115 0 0 1495258 1618697 0 0 304528 419326 0 -12418 1799786 2025605 372572 663817 0 0 64835 101654 0 0 3050 86015 114660 523422 880131 1276364 1145474 8809597 10281768 0 0 8809597 10281768 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 75674 65000 COMMUNITY GRANTS PROGRAM - PROVIDES GRANTS TO NON-PROFIT ORGANIZATIONS THAT BENEFIT SHENANDOAH COUNTY AND ITS RESIDENTS. 2024 GRANT RECIPIENTS WERE:AMERICAN FRONTIER CULTURE FOUNDATION AMERICAN RED CROSSBIG BROTHERS BIG SISTERS OF HARRISONBURG-ROCKINGHAM COUNTYBLUE RIDGE AREA FOOD BANK, INC. BLUE RIDGE CASA FOR CHILDRENBLUE RIDGE HABITAT FOR HUMANITY BRAIN INJURY CONNECTIONS OF THE SHENANDOAH VALLEYCOMMUNITY CARE AND LEARNING CENTER EDINBURG HERITAGE FOUNDATION FAMILY PROMISE OF SHENANDOAH COUNTY FERST READERS OF SHENANDOAH COUNTY FRIENDS OF THE NORTH FORK OF THE SHENANDOAH RIVER, INC GEMEINSCHAFT HOME GIRLS ON THE RUN SHENANDOAH VALLEY HUMANE SOCIETY OF SHENANDOAH COUNTY LAUREL RIDGE COMMUNITY COLLEGE EDUCATIONAL FOUNDATION RESPONSE, INC. SENIORS FIRST, THE SHENANDOAH AREA AGENCY ON AGING SHENANDOAH ALLIANCE FOR SHELTER SHENANDOAH COUNTY PARKS AND RECREATION SHENANDOAH COUNTY SEARCH, INC SHENANDOAH EDUCATION FOUNDATIONSHENANDOAH MEMORIAL HOSPITAL FOUNDATION SHENANDOAH VALLEY LUTHERAN MINISTRIES SHENANDOAH VALLEY MUSIC FESTIVAL SHEN-PACO INDUSTRIES, INC. STRASBURG UNITED METHODIST CHURCH WOODSTOCK UNITED METHODIST CHURCH ZION LUTHERAN CHURCH 179131 162666 SCHOLARSHIP PROGRAMS PROVIDING COLLEGE AND OTHER POST-SECONDARY SCHOLARSHIPS TO SHENANDOAH COUNTY HIGH SCHOOL GRADUATES. IN 2024, SCHOLARSHIPS WERE AWARDED FROM THE FOLLOWING FUNDS:4-H DAIRY CLUBADAM GOODIER MEMORIAL MUSICBONNIE B. GOCHENOURBRANDON KELLY DAWSON MEMORIAL ATHLETICBRIDGEBUILDERCHS ALUMNICHS CLASS OF 1978 MEMORIALCOLTON T. LINDAMOOD MEMORIALCURTIS WILLEY WARRIORDONALD AND MARY WOMBLEDORIS KNICELYERNIE R. BABERETHEL L. WISMANGINNY PEER NURSINGHARRY H. AND DORIS L. COMBS MEMORIALHELENE ALBRIGHTJAMES HENRY ALLAMONG JR. MEMORIALJASON A. LONG FLIGHT TO SUCCESSJEREMY M. COOKJESSE A. BOLSTRIDGE #55 MEMORIALJESSICA PUMPHREY MEMORIALJOE WILLIAMSJOHN C. COPPJOSEPH R. LEWISLEROY J. AND ANNA LEE HENRYLUKE ISAAC HEIRD MEMORIALMARGE MOYERS MEMORIALMICHAEL B. FADELYMICHAEL MOREHEAD MEMORIALMILT AND MATTIE PENCE MEMORIALOLIVER "BUTCH ORNDORFF SCOUTINGRICHARD S. KROL MEMORIALRUSSELL ADAMS FORT VALLEYSHARON AND DENNIS LILLYSHENANDOAH SCHOLARSSHS CHRISTOPHER SAVILLE (JOSHUA 1:9)SJHS ALUMNISJHS CLASS OF 1963SJHS CLASS OF 1964STREETT - SJ FAMILYVIETNAM VETERANS OF AMERICA 444165 436151 FUNDS PROVIDING GRANTS IN 2024 FOR PURPOSES OTHER THAN COMMUNITY GRANTS AND POST-SECONDARY SCHOOL SCHOLARSHIPS:ART GOUP EDUCATION FUNDBOWMAN-SHANNON CULTURAL ARTS FUNDCHILDREN'S INITIATIVES FUNDCURTIS LAWRENCE GROVES, JR. FUNDDONALD H. ALBRIGHT FUNDDR. JACOB AND DIANE GARDNER-HAUN FUNDDR. JOHN AND ELIZABETH COTTRELL FUNDENDOWMENT FOR ENVIRONMENTAL CONSERVATIONF&M BANK COMMUNITY FUNDGARLAND-UHL FUNDGENERAL ENDOWMENT FUNDGORDON D. BOWMAN II FUNDHERBERT PARKER FORT VALLEY COMMUNITY CENTER & LIBRARYHERBERT PARKER SHENANDOAH COUNTY LIBRARY ARCHIVESJEFFREY A. DALKE ADMINISTRATIVE FUNDJOHN DUNCAN WILBURN ADVENTURE SCHOLARSHIP FUNDJOSHUA ROBITAILLE MEMORIAL FUNDMAUDE ORNDORFF MEMORIAL FUNDMILT AND MATTIE PENCE MEMORIAL CEMETERY FUNDPUNKY RILEY SCHOLARSHIP FUNDRUSSELL ADAMS FORT VALLEY FUNDSHANNON MUSICAL HERITAGE FUNDSHENANDOAH COUNTY FREE CLINIC-DR. CHARLES H MILLERSUSAN P. MASSIE THEATRE FUNDSTRASBURG EXPRESS/HOMEWOOD AT SHENANDOAH VALLEYWARREN AND PATRICIA FRENCH FAMILY FUNDWILLIAM C. "CHES AND EVELYN E. LAMBERT FUNDWIND RIVER FUND 4695 OTHER VARIOUS PROGRAM SERVICES. 4695 703665 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 3 0 1 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 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 DIRECTOR 4.00 X 0 0 0 DAVID FERGUSON DIRECTOR 2.00 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 6.00 X 0 0 0 JENNA FRENCH DIRECTOR 2.00 X 0 0 0 DENNIS DYSART VICE PRESIDENT 4.00 X X 0 0 0 JERRY GERMROTH PRESIDENT 8.00 X X 0 0 0 JAMIE BAISDEN DIRECTOR 2.00 X 0 0 0 DANIEL SMITH DIRECTOR 3.00 X 0 0 0 RACHEL LOGAN DIRECTOR 2.00 X 0 0 0 FREDERIC HOERR DIRECTOR 2.00 X 0 0 0 0 0 0 0 0 0 0 0 15000 1603697 1618697 357280 357280 594910 532864 62046 62046 62046 0 15000 12418 -12418 -12418 2025605 0 0 406908 499101 499101 164716 164716 94872 27105 64717 3050 6782 3391 3391 665 135 530 10775 2187 8588 40782 40782 13345 2709 10636 6962 6962 19832 19832 5100 5100 1010 1010 2145 2145 MISCELLANEOUS 4582 4582 PROGRAM EXPENSE 4250 4250 DUES AND SUBSCRIPTIONS 2115 2115 TELEPHONE AND INTERNET 1386 1386 1711 71 1640 880131 703665 173416 3050 21276 20277 876105 1059351 7912216 9202140 8809597 10281768 0 0 X 8809597 10281768 8809597 10281768 8809597 10281768 1145474 326697 0 X 0 1 X 0 0 X 489090 1135791 1031916 1495258 1618697 5770752 489090 1135791 1031916 1495258 1618697 5770752 2493022 3277730 191145 361584 206975 247029 357280 1364013 462 186 1006 1654 7136419 0.45930 0.48860 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15 25 62865 1276367 204329 34400 1281247 2621572 1 1 8696802 1485409 731488 663817 4250 117966 10127666 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 1.00000 0 0 0 2311520 326697 326697 1984823 40782 40782 2025605 839349 0 839349 40782 40782 880131 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 BLUE RIDGE AREA FOOD BANK 96 LAUREL HILL RD VERONA VA 24482 521202644 501(C)(3) 22500 0 FOOD DISTRIBUTION BRETHREN HOUSING CORPORATION 8859 SUDLEY RD STE 101 MANASSAS VA 20110 541434339 501(C)(3) 10000 0 HOUSING COMMUNITY RESOURCES FOR EDUCATION AND WELLNESS 6044 MAIN ST MOUNT JACKSON VA 22842 923612066 501(C)(3) 50000 0 COMMUNITY CENTER-ARTS & CULTURE DISASTER AID USA 9817 LANHAM SEVERN RD LANHAM MD 20706 273061333 501(C)(3) 10000 0 DISASTER RELIEF GOD'S BLESSINGS CHURCH 6390 BANNER ELK HWY ELK PARK NC 28622 780329628 501(C)(3) 15000 0 DISASTER RELIEF MENNONITE DISASTER SERVICE 488 HOWARDSVILLE TP STUARTS DRAFT VA 24477 201992663 501(C)(3) 10000 0 DISASTER RELIEF PRINCE WILLIAM COUNTY BAR FOUNDATION INC 9108 CHURCH ST 345 MANASSAS VA 20110 542026264 501(C)(3) 30000 0 EDUCATION -SCHOLARSHIPS SANDHILLS EMMAUS COMMUNITY 302 W 32ND ST LUMBERTON NC 28358 562084433 501(C)(3) 7500 0 RELIGIOUS SHENANDOAH COMMUNITY HEALTH CLINIC 124 VALLEY VISTA DRIVE WOODSTOCK VA 22664 542032008 501(C)(3) 26487 0 MEDICAL SHENANDOAH COUNTY PUBLIC SCHOOLS 600 N MAIN STREET WOODSTOCK VA 22664 546001605 501(C)(3) 150000 0 EDUCATION-ARTS & CULTURE SHENANDOAH MEMORIAL HOSPITAL FOUNDATION 220 CAMPUS BLVD STE 402A WINCHESTER VA 22601 521535978 501(C)(3) 16000 0 MEDICAL WIND RIVER MINISTRIES 5770 SOUTH ST VRAIN HWY 7 ESTES PARK CO 80517 752737796 501(C)(3) 15000 0 RELIGIOUS RETREAT CENTER 12 SCHOLARSHIP PROGRAMS FOR SHENANDOAH COUNTY STUDENTS 70 164716 PART I, LINE 2: THE FOUNDATION ACTIVELY MONITORS ITS SCHOLARSHIP GRANTS TO ENSURE THEY ARE USED APPROPRIATELY AND NOT DIVERTED FROM THEIR INTENDED PURPOSE. SCHOLARSHIP FUNDS ARE TYPICALLY DISBURSED BY CHECK, PAYABLE EITHER TO A PUBLIC HIGH SCHOOL WITHIN THE COUNTY OR TO THE POSTSECONDARY INSTITUTION THE RECIPIENT IS ATTENDING OR WILL ATTEND. IN ONE SPECIFIC SCHOLARSHIP PROGRAM, WHERE RECIPIENTS ARE SELECTED BY THEIR HIGH SCHOOLS, CHECKS ARE ISSUED DIRECTLY TO THE STUDENTS. IN SUCH CASES, THE FOUNDATION PROVIDES WRITTEN GUIDANCE ON THE POTENTIAL TAX IMPLICATIONS IF THE GRANTS ARE NOT USED FOR TAX-EXEMPT EDUCATIONAL PURPOSES. THE FOUNDATION OVERSEES GRANTS TO ORGANIZATIONS AND GOVERNMENTAL ENTITIES TO ENSURE THEY ARE USED AS INTENDED: 1. ALL GRANTS ARE ISSUED BY CHECK, PAYABLE TO THE DESIGNATED GRANTEE. 2. IF A GRANT IS AWARDED FOR A SPECIFIC PURPOSE, THE RECIPIENT ORGANIZATION AGREES TO INFORM THE FOUNDATION ONCE THE FUNDS HAVE BEEN EXPENDED ACCORDINGLY. 3. IF A GRANT RECIPIENT INTENDS TO USE THE FUNDS FOR A DIFFERENT PURPOSE, THEY MUST INFORM THE FOUNDATION IN ADVANCE. 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. THROUGH THESE MEASURES, THE FOUNDATION UPHOLDS ACCOUNTABILITY AND ENSURES ITS GRANTS SUPPORT THEIR INTENDED EDUCATIONAL AND COMMUNITY-DRIVEN OBJECTIVES. PART III, LINE 1 (B): THIS NUMBER IS CALCULATED BASED ON THE FOUNDATION'S FINANCIAL RECORDS OF SCHOLARSHIP CHECKS AWARDED IN 2024 AND THE NAMES OF THE SCHOLARSHIP RECIPIENTS. X 1 252208 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, FORMER 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.