2022-09-09T13:14:59-05:00 2021-12-31 540504608 BROWN EDWARDS & COMPANY LLP 701 TOWN CENTER DRIVE NEWPORT NEWS VA 23606 990 2021-01-01 541927558 GREATER WILLIAMSBURG COMMUNITY TRUST GREA 7572591660 1323 JAMESTOWN ROAD SUITE 103 WILLIAMSBURG VA 23185 NANCY C SULLIVAN CHIEF EXECUTIVE OFFICER 7572591660 2022-06-30 1 NANCY SULLIVAN XXX-XX-XXXX LESLIE F ROBERTS P00040492 7578731033 2022-06-30 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z WILLIAMSBURG COMMUNITY FOUNDATION NANCY SULLIVAN 1323 JAMESTOWN ROAD SUITE 103 WILLIAMSBURG VA 23185 5584997 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. 21 21 4 55 0 0 2390227 2904983 0 0 158073 1284106 8894 15789 2557194 4204878 1477731 1010348 0 0 165927 186377 0 0 8344 194004 256323 1837662 1453048 719532 2751830 23748962 29075622 37233 37483 23711729 29038139 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 845640 802120 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. 208228 208228 PROVIDED SCHOLARSHIPS FOR 112 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. 1053868 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 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 1 0 1 4 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 21 21 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 KENDALL KERBY CHAIR 1.00 X X 0 0 0 JANE TAYLOR VICE CHAIR 1.00 X X 0 0 0 JACK HALDEMAN SECRETARY 1.00 X X 0 0 0 MICHELE M ORABONA TREASURER 1.00 X X 0 0 0 LINDA CAVINESS TRUSTEE 1.00 X 0 0 0 LORI CONEN TRUSTEE 1.00 X 0 0 0 ANTHONY CONYERS III TRUSTEE 1.00 X 0 0 0 JOHN FOGARTY TRUSTEE 1.00 X 0 0 0 LAURA GEDDY TRUSTEE 1.00 X 0 0 0 JOE HARROW TRUSTEE 1.00 X 0 0 0 ALISON LENNARZ 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 WILMA REGISTER SHARP TRUSTEE 1.00 X 0 0 0 KATHLEEN F SLEVIN TRUSTEE 1.00 X 0 0 0 CARTER SONDERS TRUSTEE 1.00 X 0 0 0 DIXIE WOLF 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 103716 0 0 103716 0 0 1 0 0 0 0 2904983 1630489 2904983 1001761 1001761 6600 0 6600 6600 6600 1661159 1378814 282345 282345 282345 10120 1305 8815 8815 MISCELLANEOUS 900099 374 374 374 4204878 0 0 1299895 802120 802120 208228 208228 103716 20743 79862 3111 59429 11886 45760 1783 10751 653 10000 98 12481 2496 9611 374 30631 30631 148475 148475 7929 7929 14348 1881 9918 2549 12737 3000 9737 11798 1907 9605 286 1853 1853 9846 9846 4225 4225 SUPPLIES 5442 5442 UTILITIES 4769 954 3672 143 POSTAGE AND SHIPPING 2574 2574 DUES AND SUBSCRIPTIONS 1696 1696 1453048 1053868 390836 8344 596645 296877 676712 201765 150989 117237 322990 67725 260366 255265 21612146 27768328 452104 436150 23748962 29075622 22300 7066 14933 30417 37233 37483 X 10081584 14062169 13630145 14975970 23711729 29038139 23748962 29075622 2751830 2574580 0 X X 0 1 X 1 0 X 4961615 2538862 1038103 2390227 2904983 13833790 4961615 2538862 1038103 2390227 2904983 13833790 4927737 8906053 216089 335592 558153 366609 1008361 2484804 251 254 229 374 1108 16319702 54952 0.54570 0.57790 X PART II, SECTION A, LINE 1D 2020 WAS A SHORT YEAR COVERING THE 11-MONTH PERIOD 2/1/20 - 12/31/20. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 38 2069822 295020 7112954 1 1 21163250 2565113 3401158 666543 2818 26460160 18320285 996165 2433847 468123 118924 21163250 16785815 371627 1492210 217477 111890 18320285 8573963 8860570 -388282 198103 62333 16785815 4501283 3732890 708234 343149 25295 8573963 0.43400 0.07150 0.49450 0 0 300000 55128 244872 22990 12597 10393 255265 AGENCY FUNDS HELD FOR OTHERS 30417 30417 6630983 2574580 2574580 4056403 148475 148475 4204878 1304573 0 1304573 148475 148475 1453048 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. 1 CAMP KASEM NATIONAL 10586 W PICO BLVD 196 LOS ANGELES CA 90064 510454157 501(C)(3) 6761 0 GENERAL SUPPORT DREAM CATCHERS THERAPEUTIC RIDING CENTER PO BOX 1261 WILLIAMSBURG VA 23187 541692709 501(C)(3) 6761 0 GENERAL SUPPORT FISH 312 WALLER MILL RD SUITE 800 WILLIAMSBURG VA 23185 530201504 501(C)(3) 10000 0 GENERAL SUPPORT FRIENDS OF WILLIAMSBURG REGIONAL LIBRARY FOUNDATION 7770 CROAKER RD WILLIAMSBURG VA 23188 541639135 501(C)(3) 6761 0 GENERAL SUPPORT GWENDOLYN'S WISH INC PO BOX 6776 WILLIAMSBURG VA 23188 472214689 501(C)(3) 86294 0 GENERAL SUPPORT HOSPICE HOUSE AND SUPPORT CARE OF WILLIAMSBURG 4445 POWHATAN PARKWAY WILLIAMSBURG VA 23188 521289657 501(C)(3) 48147 0 GENERAL SUPPORT JACKSON-FEILD BEHAVIORAL HEALTH SERVICES 546 WALNUT GROVE DRIVE JARRATT VA 238678611 540505920 501(C)(3) 21574 0 GENERAL SUPPORT SAINT BEDE CATHOLIC CHURCH 3686 IRONBOUND RD WILLIAMSBURG VA 23188 540642331 501(C)(3) 26085 0 GENERAL SUPPORT THE SALVATION ARMY 216 IRONBOUND ROAD WILLIAMSBURG VA 23188 580660607 501(C)(3) 36085 0 GENERAL SUPPORT WALSINGHAM ACADEMY PO BOX 8702 WILLIAMSBURG VA 23187 540592702 501(C)(3) 52170 0 GENERAL SUPPORT WILLIAMSBURG AREA FAITH IN ACTION 354 MCLAW CIR STE 1 WILLIAMSBURG VA 23185 311812124 501(C)(3) 15000 0 GENERAL SUPPORT CHILD DEVELOPMENT RESOURCES PO BOX 280 NORGE VA 23127 540791991 501(C)(3) 11761 0 GENERAL SUPPORT GROVE CHRISTIAN OUTREACH CENTER 8800 POCAHONTAS TRAIL WILLIAMSBURG VA 23185 270077733 501(C)(3) 10000 0 GENERAL SUPPORT THE ARC OF GREATER WILLIAMSBURG 150-D STRAWBERRY PLAINS ROAD WILLIAMSBURG VA 23188 541054921 501(C)(3) 15000 0 GENERAL SUPPORT WILLIAMSBURG AREA MEALS ON WHEELS 1769 JAMESTOWN RD SUITE 2C WILLIAMSBURG VA 23185 540952118 501(C)(3) 10000 0 GENERAL SUPPORT WILLIAMSBURG HOUSE OF MERCY INC 10 HARRISON AVENUE WILLIAMSBURG VA 23185 475347792 501(C)(3) 15000 0 GENERAL SUPPORT BOYS HOME OF VIRGINIA 414 BOYS HOME RD COVINGTON VA 24426 540506330 501(C)(3) 64721 0 GENERAL SUPPORT W&M MASON SCHOOL OF BUSINESS FOUNDATION PO BOX 2220 WILLIAMSBURG VA 23187 237079011 501(C)(3) 15000 0 GENERAL SUPPORT WORLD PEDIATRIC PROJECT 7201 GLEN FOREST DRIVE SUITE 304 RICHMOND VA 23226 541953305 501(C)(3) 20000 0 GENERAL SUPPORT 19 COLLEGE SCHOLARSHIPS 112 208228 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 66 1630489 PER STOCK EXCHANGE 0 0 1 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS 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.