2026-03-04T14:16:22-06:00 2025-12-31 541149263 YOUNT HYDE & BARBOUR PC PO BOX 2560 WINCHESTER VA 226041760 990 2025-01-01 541963011 SHENANDOAH COMMUNITY FOUNDATION SHEN 5404651444 PO BOX 350 STRASBURG VA 22657 JERRY A GERMROTH PRESIDENT 5404651444 2026-02-26 1 OLIVIA A HUTTON CPA P00964688 5406623417 2026-02-26 2025 2025-03-06 01:10:19Z JERRY A GERMROTH PO BOX 350 STRASBURG VA 22657 1923033 0 X SHENANDOAHCOMMUNITYFOUNDATION.ORG X 1999 VA THE FOUNDATION PROMOTES LONG-TERM GIVING IN SHENANDOAH COUNTY AND SURROUNDING AREAS. 12 12 3 75 0 0 1618697 869089 0 0 419326 500462 -12418 -3719 2025605 1365832 663817 570986 0 0 101654 178833 0 0 30902 114660 111981 880131 861800 1145474 504032 10281768 11841419 0 0 10281768 11841419 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 646589 570986 THE COMMUNITY FOUNDATION ACCEPTS CONTRIBUTIONS TO SUPPORT CHARITABLE ACTIVITIES, PRIMARILY THOSE THAT IMPROVE THE QUALITY OF LIFE FOR THOSE IN SHENANDOAH COUNTY. THE FOUNDATION DISTRIBUTES INCOME AS GRANTS TO NONPROFIT ORGANIZATIONS ADDRESSING A BROAD RANGE OF COMMUNITY NEEDS AND OPPORTUNITIES. GRANTS ARE ISSUED THROUGH COMPETITIVE GRANT PROGRAMS, UPON THE RECOMMENDATION OF DONOR ADVISED FUND ADVISORS, AND AS DETERMINED BY THE FOUNDATION'S BOARD OF DIRECTORS TO ADVANCE STRATEGIC PRIORITIES. THE FOUNDATION ALSO ADMINISTERS SCHOLARSHIPS ON A COMPETITIVE BASIS TO SUPPORT THE EDUCATIONAL GOALS OF STUDENTS THROUGHOUT THE COUNTY. 646589 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 4 0 1 3 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 1 0 0 0 X X X JERRY A GERMROTH 5404651444 PO BOX 350 STRASBURG VA 22657 X DAVID JONES DIRECTOR 3.00 X 0 0 0 KATHERINE MORRISON SECRETARY AND DIRECTOR 2.00 X X 0 0 0 KEVIN FINKS TREASURER AND DIREC 2.00 X X 0 0 0 SHARON BARONCELLI DIRECTOR 1.00 X 0 0 0 BEVERLY BUTTERFIELD DIRECTOR 3.00 X 0 0 0 JENNA FRENCH DIRECTOR 1.00 X 0 0 0 DENNIS DYSART VICE PRESIDENT 3.00 X X 0 0 0 JERRY GERMROTH PRESIDENT 3.00 X X 0 0 0 JAMIE BAISDEN DIRECTOR 1.00 X 0 0 0 DANIEL SMITH DIRECTOR 2.00 X 0 0 0 RACHEL LOGAN DIRECTOR 2.00 X 0 0 0 FREDERIC HOERR DIRECTOR 3.00 X 0 0 0 REBECCA STICKLEY EXECUTIVE DIRECTOR 40.00 X 97667 0 0 97667 0 0 0 0 0 0 0 2000 867089 869089 499228 499228 554716 553482 1234 1234 1234 0 2000 3719 -3719 -3719 1365832 499228 0 -2485 401225 401225 169761 169761 166411 65948 76250 24213 12422 4923 5692 1807 11165 11165 48392 48392 5991 5991 5509 175 699 4635 20758 20758 5100 5100 675 58 370 247 3282 3282 PROGRAM EXPENSE 4499 4499 DUES AND SUBSCRIPTIONS 2615 2615 TELEPHONE AND INTERNET 1480 1480 MISCELLANEOUS 1446 1446 1069 1069 861800 646589 184309 30902 20277 0 1059351 191542 9202140 11649877 10281768 11841419 0 0 X 10281768 11841419 10281768 11841419 10281768 11841419 504032 1055619 0 X 0 1 X 0 0 X 1135791 1031916 1495258 1618697 869089 6150751 1135791 1031916 1495258 1618697 869089 6150751 2670199 3480552 361584 206975 247029 357280 499228 1672096 186 1006 1192 7824039 0.44490 0.45930 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14 22 32600 420302 73850 231950 1326313 2149958 1 1 10127666 765368 1527434 570986 4499 119817 11725166 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 1.00000 0 0 0 2373059 1055619 1055619 1317440 48392 48392 1365832 813408 0 813408 48392 48392 861800 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. STILL OTHERS ARE INTENDED TO GROW REVENUES TO PROVIDE FUTURE FUNDING FOR THE FOUNDATION'S GRANT PROGRAMS AND ADMINISTRATIVE EXPENSES. 1 CENTRAL HIGH SCHOOL 1147 SUSAN AVE WOODSTOCK VA 22664 546001605 501(C)(3) 0 11000 EDUCATION - ARTS AND CULTURE FAMILY PROMISE OF SHENANDOAH COUNTY PO BOX 733 WOODSTOCK VA 22664 471024116 501(C)(3) 0 10908 HOUSING, FAMILY AND SOCIAL SERVICES PRINCE WILLIAM COUNTY BAR FOUNDATION INC 9108 CHURCH ST 345 MANASSAS VA 20110 542026264 501(C)(3) 0 15000 EDUCATION - SCHOLARSHIPS RESPONSE INC PO BOX 287 WOODSTOCK VA 22664 541132487 501(C)(3) 0 6767 FAMILY AND SOCIAL SERVICES SENIORS FIRST THE SHENANDOAH AREA AGENCY ON AGING 207 MOSBY LN FRONT ROYAL VA 22630 541008875 501(C)(3) 0 5200 SENIOR SERVICES SHENANDOAH COMMUNITY HEALTH CLINIC 124 VALLEY VISTA DRIVE WOODSTOCK VA 22664 542032008 501(C)(3) 0 21626 MEDICAL SHENANDOAH COUNTY PUBLIC SCHOOLS 600 N MAIN STREET WOODSTOCK VA 22664 546001605 501(C)(3) 0 186500 EDUCATION SHENANDOAH MEMORIAL HOSPITAL FOUNDATION 220 CAMPUS BLVD STE 402A WINCHESTER VA 22601 521535978 501(C)(3) 0 13600 MEDICAL SHENANDOAH VALLEY LUTHERAN MINISTRIES PO BOX 132 TOMS BROOK VA 22660 271675977 501(C)(3) 0 5605 FAMILY, CHILD, AND SOCIAL SERVICES THEATRE SHENANDOAH INC PO BOX 104 EDINBURG VA 22824 201201277 501(C)(3) 0 5520 ARTS AND CULTURE WOODSTOCK PRESBYTERIAN CHURCH 142 E COURT ST WOODSTOCK VA 22664 540739225 501(C)(3) 0 15000 RELIGIOUS 11 SCHOLARSHIP PROGRAMS FOR SHENANDOAH COUNTY STUDENTS 70 169761 PART 1, 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. 5. RECIPIENTS OF COMPETITIVE GRANTS ARE REQUIRED TO PROVIDE A REPORT ONCE THEY HAVE EXPENDED THE FUNDS AND PRIOR TO APPLYING FOR THE SUBSEQUENT YEAR'S COMPETITIVE GRANT PROCESS. 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 AND RECIPIENTS AWARDED IN 2025. X 3 48886 FAIR MARKET VALUE 0 1 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 WHOM 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.