2026-08-13T13:49:27-05:00 2025-09-30 410746749 CLIFTONLARSONALLEN LLP 14815 BALLANTYNE VILLAGE WAY SUITE 300 CHARLOTTE NC 28277 990 2024-10-01 205521424 THE WESTMINSTER CANTERBURY OF LYNCHBURG FOUNDATION INC WEST 4343863500 501 VES ROAD LYNCHBURG VA 24503 PAUL SHELTON TREASURER & CFO 4343863500 2026-08-12 1 1 KATHRINE A WARLICK P02065266 7049985200 2026-08-12 2024 2025-03-06 01:10:19Z PAUL SHELTON 501 VES ROAD LYNCHBURG VA 24503 1305891 0 X WWW.WCLYNCHBURG.ORG X 2006 VA TO RAISE FUNDS TO BENEFIT WESTMINSTER CANTERBURY OF LYNCHBURG, INC. 16 15 0 15 0 0 614586 800525 0 0 617596 505366 0 0 1232182 1305891 341089 354674 0 0 0 0 0 0 0 184658 86795 525747 441469 706435 864422 11751790 12397264 0 0 11751790 12397264 TO RAISE FUNDS TO BENEFIT AND ENHANCE THE SERVICES, PROGRAMS, FELLOWSHIP NEEDS, AND FACILITIES OF WESTMINSTER CANTERBURY OF LYNCHBURG, INC AND INCREASE AWARENESS OF ITS COMMITMENT TO EXCELLENCE IN SENIOR LIVING. 0 0 441469 354674 THE FOUNDATION DEVELOPS COMMUNITY RESOURCES AND AWARENESS THAT SUPPORT THE MISSION AND STANDARD OF EXCELLENCE OF WESTMINSTER CANTERBURY OF LYNCHBURG, INC WITHIN THE CENTRAL VIRGINIA COMMUNITY AND TO FOSTER PUBLIC AWARENESS AND EDUCATION. 441469 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 16 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 1 1 1 0 X PAUL SHELTON 4346608326 501 VES ROAD LYNCHBURG VA 24503 SEAN M HUYETT PRESIDENT 2.00 38.00 X X 0 373246 51299 DAVID YOUNG CHAIRMAN 2.00 0.00 X X 0 0 0 GEORGE T BATTLE JR VICE-CHAIR 2.00 0.00 X X 0 0 0 SUSAN ACKLEY DIRECTOR 2.00 0.00 X 0 0 0 JANET BROWN DIRECTOR 2.00 0.00 X 0 0 0 ROBERT P BROWN DIRECTOR 2.00 0.00 X 0 0 0 ROBERT R CHAPMAN III DIRECTOR 2.00 0.00 X 0 0 0 JONATHAN E DAVIES DIRECTOR 2.00 0.00 X 0 0 0 JARRETT S DODD DIRECTOR 2.00 0.00 X 0 0 0 JOAN F FOSTER DIRECTOR 2.00 0.00 X 0 0 0 WILLIAM E GAYLE JR DIRECTOR 2.00 0.00 X 0 0 0 ROBERT HICKMAN DIRECTOR 2.00 0.00 X 0 0 0 SHANNON RIVES LIGHT DIRECTOR 2.00 0.00 X 0 0 0 FRANCES C MARSHALL DIRECTOR 2.00 0.00 X 0 0 0 JOHN THOMAS MCCARTHY DIRECTOR 2.00 0.00 X 0 0 0 WISTAR P NELLIGAN JR DIRECTOR 2.00 0.00 X 0 0 0 MARIANNE SANFORD VP OF DEVELOPMENT 2.00 38.00 X 0 128081 7667 PAUL SHELTON TREASURER 2.00 38.00 X 0 238206 29124 0 739533 88090 0 0 1 0 0 800525 800525 216617 216617 288749 0 288749 288749 288749 1305891 0 0 505366 354674 354674 DONOR RESTRICTED EXPENS 86327 86327 MISCELLANEOUS 468 468 441469 441469 0 0 737507 638663 11005640 11758601 8643 0 11751790 12397264 0 0 X 5179741 5029767 6572049 7367497 11751790 12397264 11751790 12397264 864422 -218948 0 X X 0 1 X 1 0 X X X 1 WESTMINSTER OF CANTERBURY LYNCHBURG 540988608 10 1 354674 0 1 354674 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 0 EQUITY SECURITIES 11758601 F 11758601 X PART X, LINE 2: THE FOUNDATION IS A NOT-FOR-PROFIT ORGANIZATION EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501 (C)(3). THE WESTMINSTER-CANTERBURY OF LYNCHBURG FOUNDATION FILES AS A TAX EXEMPT ORGANIZATION. MANAGEMENT IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE TAX-EXEMPT STATUS OF THE ORGANIZATION. MANAGEMENT IS NOT AWARE OF ANY SIGNIFICANT ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES FOR THE ORGANIZATION. THE WESTMINSTER-CANTERBURY OF LYNCHBURG FOUNDATION FOLLOWS GUIDANCE IN THE INCOME TAX STANDARD REGARDING RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE GUIDANCE HAS HAD NO IMPACT ON THE FOUNDATION'S CONSOLIDATED FINANCIAL STATEMENTS. 1 WESTMINSTER CANTERBURY OF LYNCHBURG INC 501 VES ROAD LYNCHBURG VA 24503 540988608 501(C)(3) 354674 0 GENERAL SUPPORT OF THE CHARITABLE PURPOSES OF WCL 1 PART I, LINE 2: AS A SUPPORTING ORGANIZATION TO WESTMINSTER-CANTERBURY OF LYNCHBURG, THE ORGANIZATION WORKS IN CLOSE CONTACT WITH WCL TO FUND VARIOUS CHARITABLE PURPOSES OF WCL. 0 1 0 0 0 0 0 0 0 SEAN M HUYETT PRESIDENT 0 373246 0 0 0 0 0 31000 0 20299 0 424545 0 0 PAUL SHELTON TREASURER 0 238206 0 0 0 0 0 29124 0 0 0 267330 0 0 PART I, LINE 1A *****ADD UPDATED DESCRIPTION OF WCL COMPENSATION DETERMINATION NARRATIVE***** PART I, LINE 4B DURING THE YEAR, THE ORGANIZATION CONTRIBUTED THE FOLLOWING AMOUNTS TO A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN: SEAN HUYETT $20,000 PAUL SHELTON $10,000 FORM 990, PART VI, SECTION B, LINE 11B ALL MEMBERS OF THE WESTMINSTER CANTERBURY LYNCHBURG FOUNDATION BOARD RECEIVE A COPY OF THE FORM 990 PRIOR TO ITS FILING TO ALLOW FOR REVIEW AND COMMENT. THE EXECUTIVE COMMITTEE OF THE FOUNDATION BOARD CONDUCTS A MORE DETAILED REVIEW AND PROVIDES CONSOLIDATED FEEDBACK TO STAFF. FORM 990, PART VI, SECTION B, LINE 15 IN THE PAST, THE BOARD OF TRUSTEES OF WESTMINSTER-CANTERBURY OF LYNCHBURG, A RELATED ORGANIZATION, HAS ENGAGED A FIRM THAT SPECIALIZES IN EXECUTIVE COMPENSATION TO REVIEW THE TOTAL COMPENSATION PACKAGE FOR THE CEO. FROM THAT REVIEW, THE ORGANIZATION HAS CONTINUED TO UPDATE THE CEO'S SALARY ON AN ANNUAL BASIS. ALSO, IN CONJUNCTION WITH THE CEO COMPENSATION ENGAGEMENT, THE FIRM PERFORMED A REVIEW OF SENIOR LEVEL STAFF COMPENSATION. THE ORGANIZATION ALSO USES THAT REVIEW AS A BASIS FOR ANNUAL COMPENSATION ADJUSTMENTS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON RQUEST. THE ORGANIZATION KEEPS A COPY OF THE AUDITED FINANCIAL STATEMENTS AND FORM 990 IN THE LIBRARY FOR PUBLIC ACCESS. THE ORGANIZATION ALSO SUBMITS QUARTERLY STATEMENTS TO THE MSRB DATA SITE. FORM 990, PART XII, LINE 2C: PROCESS HAS NOT CHANGED FROM PRIOR YEAR. WESTMINSTER CANTERBURY OF LYNCHBURG 501 VES ROAD LYNCHBURG VA 24503 540988608 CONTINUING CARE RETIREMENT COMMUNITY VA 501(C)(3) LINE 10 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0