2025-05-02T13:25:08-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 227 WEST TRADE STREET SUITE 800 CHARLOTTE NC 28202 990 2023-07-01 541882970 WESTMINSTER-CANTERBURY OF THE BLUE RIDGE FOUNDATION WEST 4349723170 250 PANTOPS MTN RD CHARLOTTESVILLE VA 22911 ANNA D BUCHANAN CFO AND TREASURER 4349723170 2025-04-30 1 1 KATHERINE A WARLICK P02065266 7049985200 2025-04-30 2023 2025-03-06 01:10:19Z ANNA D BUCHANAN 250 PANTOPS MTN RD CHARLOTTESVILLE VA 22911 1574359 0 X WWW.WESTMINSTERCANTERBURY.ORG X 1998 VA SUPPORT, BENEFIT AND ENHANCE WELL-BEING AND QUALITY OF LIFE FOR WCBR RESIDENTS AND ASSOCIATES. 9 4 0 55 0 0 1097086 1060929 0 0 942951 156149 0 0 2040037 1217078 188629 242483 0 0 0 0 0 0 111107 544454 403235 733083 645718 1306954 571360 21855082 25516701 70319 233528 21784763 25283173 X THE WESTMINSTER-CANTERBURY OF THE BLUE RIDGE FOUNDATION (WCBRF) WAS ESTABLISHED IN 1998 AS A 501(C)(3), NONPROFIT ORGANIZATION TO SUPPORT THE MISSION OF WESTMINSTER-CANTERBURY OF THE BLUE RIDGE ("WCBR"). THE MISSION OF WCBRF IS TO SUPPORT, BENEFIT, AND ENHANCE THE WELL-BEING AND QUALITY OF LIFE OF OUR RESIDENTS AND ASSOCIATES. 0 0 118197 68729 FELLOWSHIP PROGRAM: DURING FISCAL YEAR 2024, THE FOUNDATION PROVIDED RESIDENTIAL FINANCIAL AID IN EXCESS OF $68,000 FOR RESIDENTS NEEDING ASSISTANCE WITH LIFECARE FEES AND OTHER MEDICAL EXPENSES.GENERAL SUPPORT: DURING THE YEAR, THE FOUNDATION ALSO PROVIDED SUPPORT TO ITS SUPPORTED ORGANIZATION, WCBR, IN DIRECT SUPPORT OF ITS CHARITABLE ACTIVITIES, INCLUDING RESIDENT LIFE ENRICHMENT PROGRAMMING, MEMORY SUPPORT PROGRAMS, PASTORAL CARE, TRAINING AND EDUCATION OF WCBR EMPLOYEES, AND RECOGNITION OF EXCELLENT WCBR EMPLOYEE SERVICE. 173754 173754 DURING FISCAL YEAR 2024, THE FOUNDATION PROVIDED MORE THAN $18,000 IN ASSOCIATE SUPPORT TO INCLUDE EMERGENCY ASSISTANCE, A FOOD PANTRY, AND REWARD AND RECOGNITION FOR ASSOCIATES OF WCBR.THE FOUNDATION'S THOMAS EDUCATION AND WORKFORCE DEVELOPMENT FUND PROVIDED OVER $45,000 IN EDUCATIONAL FINANCIAL ASSISTANCE AND OVER $22,000 IN STUDENT LOAN REPAYMENT FUNDS TO WCBR ASSOCIATES IN FISCAL YEAR 2024.THE FOUNDATION'S HEALTH AND WELL-BEING ACROSS THE CONTINUUM FUND PROVIDED APPROXIMATELY $108,000 IN FISCAL YEAR 2024 FOR INNOVATIVE AND BEST-PRACTICE SOLUTIONS TO HEALTH AND WELL-BEING NEEDS. OFFERINGS INCLUDED SPECIALIZED FITNESS CLASSES; STIMULATING SOCIAL, CULTURAL, ART, AND PERFORMANCE ACTIVITIES; LIFELONG LEARNING EDUCATIONAL CLASSES; A COMPREHENSIVE LIBRARY; SPIRITUAL CARE; RECREATIONAL, MUSIC, AND ART THERAPY; AND MUCH MORE. THIS FUND ALSO PROVIDED FLEXIBLE SUPPORT TO ADDRESS NEW OR CHANGING HIGH PRIORITY NEEDS SO WE CAN BEST CARE FOR OUR RESIDENTS. 291951 1 1 0 0 0 0 0 0 0 1 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 17 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 0 VA X ANNA BUCHANAN 4349723170 250 PANTOPS MOUNTAIN ROAD CHARLOTTESVILLE VA 22911 GARY B SELMECZI CEO/PRESIDENT 4.00 40.00 X X 0 584756 49843 DAVID M MALONEY CHAIR 1.00 X X 0 0 0 ANGELICA D LIGHT VICE CHAIR 1.00 X X 0 0 0 ALLISON AGARWAL NOVAK WCBR CHAIR, EX OFFICIO 1.00 X X 0 0 0 WILLIAM A BOSTA TRUSTEE 1.00 X 0 0 0 ANNETTE GIBBS TRUSTEE 1.00 X 0 0 0 REV CHARLES N GOLDSBOROUGH TRUSTEE 1.00 X 0 0 0 JAMES P HOLDEN TRUSTEE 1.00 X 0 0 0 JULIE STAMM TRUSTEE 1.00 X 0 0 0 BETHANIE CONSTANT VP MISSION ADVANCEMENT/SEC 40.00 4.00 X 0 149718 29893 ANNA D BUCHANAN CFO/TREASURER 4.00 40.00 X 0 232140 27974 0 966614 107710 10 0 1 0 0 1060929 1060929 513430 513430 357281 -357281 -357281 -357281 1217078 0 0 156149 X 68729 68729 173754 173754 41456 41456 353767 242660 111107 BOARD-DESIGNATED PROJEC 4888 4888 MISCELLANEOUS 3124 3124 645718 291951 242660 111107 60348 29841 50000 21855082 25376512 21855082 25516701 33589 0 36730 233528 70319 233528 X 8044031 9284459 13740732 15998714 21784763 25283173 21855082 25516701 X 571360 3136355 -209305 X X 0 1 X 1 0 X X 1 WESTMINSTER-CANTERBURY OF THE BLUE RIDGE 521447069 10 1 68729 0 1 68729 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2093563 3000 2096563 1486968 606595 2093563 1464868 22100 1486968 1462368 2500 1464868 961368 501000 1462368 1.00000 0 0 0 INVESTMENTS 25214267 F GIFT ANNUITY INVESTMENTS 160175 F CHARITABLE REMAINDER TRUSTS 2070 F 25376512 ANNUITY PAYMENT LIABILITIES 29520 DUE TO WESTMINSTER CANTERBURY 204008 233528 X 1886146 1472573 1472573 413573 803505 803505 1217078 645718 0 645718 0 645718 PART V, LINE 4: ENDOWMENT ASSETS INCLUDE THOSE ASSETS OF DONOR-RESTRICTED FUNDS THAT THE FOUNDATION MUST HOLD IN PERPETUITY OR FOR A DONOR-SPECIFIED PERIOD. GOVERNED BY POLICY, AS APPROVED BY THE BOARD OF TRUSTEES, THE ENDOWMENT ASSETS ARE INVESTED IN A MANNER THAT IS INTENDED TO PRESERVE AND GROW CAPITAL AND STRIVE FOR CONSISTENT ABSOLUTE RETURNS. PART X, LINE 2: THE FOUNDATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE FOUNDATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE FOUNDATION IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME AND EXCISE OR OTHER TAXES. THE FOUNDATION FOLLOWS GUIDANCE IN THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE IMPLEMENTATION HAS HAD NO IMPACT ON THE FOUNDATION'S FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: UNRESTRICTED - CHANGE IN UNREALIZED GAINS ON INVESTMENTS 1,403,844. UNRESTRICTED - NET ASSETS RELEASED FROM RESTRICTIONS 68,729. PART XI, LINE 4B - OTHER ADJUSTMENTS: PURPOSE RESTRICTED CONTRIBUTIONS 726,039. PURPOSE RESTRICTED INVESTMENT INCOME 74,466. PERPETUALLY RESTRICTED CONTRIBUTIONS 3,000. 1 WESTMINSTER-CANTERBURY OF THE BLUE RIDGE 250 PANTOPS MOUNTAIN RD CHARLOTTESVILLE VA 22911 521447069 501(C)(3) 68729 0 FELLOWSHIP ASSISTANCE ASSOCIATE EDUCATION 45831 ASSOCIATE EMERGENCY 12747 HEALTH AND WELL-BEING (SEE DESCRIPTION IN PART IV) 108597 PART I, LINE 2: FELLOWSHIP ASSISTANCE IS DESIGNED TO PRESERVE THE DIGNITY, SAFETY, AND SECURITY OF RESIDENTS BY AFFORDING THEM THE OPPORTUNITY TO REMAIN RESIDENTS OF WCBR IN THE EVENT THEY HAVE OUTLIVED THEIR RESOURCES, TO ASSIST THEM WITH UNANTICIPATED AND COMPELLING FINANCIAL NEEDS, AND TO ASSIST A SMALL NUMBER OF DESERVING PROSPECTIVE RESIDENTS WITH THE PAYMENT OF ENTRANCE FEES. FELLOWSHIP PROGRAM GUIDELINES GOVERN THE ADMINISTRATION OF THE FELLOWSHIP PROGRAM AND ARE DESIGNED TO ENSURE THE RESPONSIBLE AND EQUITABLE MANAGEMENT OF THE PROGRAM. THE GUIDELINES STIPULATE QUALIFYING CONDITIONS FOR CANDIDATES REQUESTING FINANCIAL ASSISTANCE AND OUTLINE THE APPROPRIATE STEPS FOLLOWED BY MANAGEMENT IN ITS ADMINISTRATION OF THE PROGRAM. FELLOWSHIP GUIDELINES, WHICH ARE AVAILABLE UPON REQUEST BY ANY WCBR RESIDENT (OR POA), ARE PERIODICALLY REVIEWED AND ANY REVISIONS TO THE POLICY REQUIRE BOARD APPROVAL. ACCOUNTING BOOKS AND RECORDS, WHICH UNDERGO ANNUAL AUDITS, SUPPORT ALL FINANCIAL ASSISTANCE GRANTS MADE THROUGH THE FELLOWSHIP PROGRAM. DECISIONS REGARDING NEW GRANTS FOR FELLOWSHIP ASSISTANCE ARE MADE BY THE RESPECTIVE COMMITTEE WHICH MAY INCLUDE THE DIRECTOR-RESIDENT SERVICES, VP-DEVELOPMENT, VP-MARKETING, AND THE CFO. SIMILARLY, THE ASSOCIATE EDUCATION AND EMERGENCY ASSISTANCE PROGRAMS ARE GOVERNED BY PROGRAM GUIDELINES WHICH DEFINE ELIGIBILITY REQUIREMENTS AND APPROPRIATE USES OF FUNDS. BOTH PROGRAMS REQUIRE APPLICATIONS FOR ASSISTANCE WHICH ARE REVIEWED AND ADMINISTERED BY THE HUMAN RESOURCES FUNCTION OF WCBR. DECISIONS TO AWARD NEW GRANTS FOR ASSOCIATE EDUCATION OR EMERGENCY ASSISTANCE ARE MADE BY A COMMITTEE OF THE VP-HUMAN RESOURCES, VP-DEVELOPMENT, AND THE CEO. SCHEDULE I, PART III - HEALTH AND WELL-BEING PROGRAMS AS NOTED IN FORM 990, PART III, LINE 4B, THE ORGANIZATION PROVIDED PROGRAMS DURING THE YEAR THAT PROMOTED THE HEALTH AND WELL-BEING OF THE WESTMINSTER-CANTERBURY OF THE BLUE RIDGE COMMUNITY. THE PROGRAM BENEFITS THE WHOLE COMMUNITY, NOT JUST INDIVIDUAL RESIDENTS. THE TOTAL NUMBER OF RESIDENTS AVAILING THEMSELVES OF THESE PROGRAMS CANNOT BE DETERMINED WITH SPECIFICITY. 1 0 1 0 0 0 0 0 0 0 GARY B SELMECZI CEO/PRESIDENT 0 337993 0 105121 0 141642 0 25794 0 24049 0 634599 0 0 ANNA D BUCHANAN CFO/TREASURER 0 230016 0 0 0 2124 0 16748 0 11226 0 260114 0 0 BETHANIE CONSTANT VP MISSION ADVANCEMENT/SEC 0 148857 0 0 0 861 0 11164 0 18729 0 179611 0 0 PART I, LINE 3 COMPENSATION FOR THE CEO IS PAID BY A RELATED ORGANIZATION. THE RELATED ORGANIZATION ESTABLISHES THE REASONABLENESS OF COMPENSATION THROUGH THE USE OF THE FOLLOWING: INDEPENDENT COMPENSATION CONSULTANT WRITTEN EMPLOYMENT CONTRACT COMPENSATION SURVEY OR STUDY APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. PART I, LINE 4B GARY B. SELMECZI PARTICIPATES IN A 457(F) PLAN AND RECEIVED PAYMENTS FROM THE PLAN TOTALLING $130,766. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE MAY ACT ON BEHALF OF THE FULL BOARD AND SHALL HAVE AND EXERCISE THE AUTHORITY OF THE BOARD IN THE MANAGEMENT OF THE BUSINESS AND AFFAIRS OF THE FOUNDATION DURING THE INTERIM PERIODS BETWEEN MEETINGS. FORM 990, PART VI, SECTION B, LINE 11B BOTH CEO AND CFO CONDUCT A COMPLETE REVIEW OF FORM 990. MANAGEMENT PROVIDES A COPY OF FORM 990 TO THE BOARD FOR ITS REVIEW AND COMMENT PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND OFFICERS COMPLETE A CONFLICT OF INTEREST STATEMENT YEARLY. FORM 990, PART VI, SECTION B, LINE 15 A COMPENSATION REVIEW FOR THE CEO IS PERFORMED AT A MINIMUM, EVERY THREE YEARS BY AN INDEPENDENT CONSULTANT AND PROVIDED TO THE WCBR CORPORATE BOARD OF TRUSTEES FOR REVIEW AND ACTION. THE CONSULTANT COMPLETES A MARKET COMPARISON WITH OTHER CEO POSITIONS THAT HAVE SIMILAR RESPONSIBILITY TO OTHERS IN THE AREA, THE STATE AND NATIONWIDE. THE BOARD CHAIR DOCUMENTS THE DECISION AND ACTION TO BE TAKEN. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS FORM 1023 AND FORM 990 AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, DISCLOSURE STATEMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. QUARTERLY FINANCIAL STATEMENTS AND THE AUDIT ARE POSTED ON EMMA. FORM 990, PART IX, LINE 11G DEVELOPMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 242,660. FUNDRAISING EXPENSES 111,107. TOTAL EXPENSES 353,767. FORM 990, PART XI, LINE 9: OTHER CHANGE TO PURPOSE RESTRICTED NET ASSETS -209,305. FORM 990, PART XII, LINE 2C THERE WAS NO CHANGE FROM THE PRIOR YEAR IN THE OVERSIGHT OF SELECTING AN INDEPENDENT AUDITOR OR THE GENERAL OVERSIGHT OF THE AUDIT PROCESS. WESTMINSTER-CANTERBURY OF THE BLUE RIDGE 250 PANTOPS MOUNTAIN ROAD CHARLOTTESVILLE VA 22911 521447069 CCRC - FULL LIFE CARE COMMUNITY VA 501(C)(3) LINE 10 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0