2026-09-11T10:48:05-05:00 2025-12-31 540504608 BROWN EDWARDS & COMPANY LLP 701 TOWN CENTER DRIVE SUITE 700 NEWPORT NEWS VA 23606 990 2025-01-01 541927558 GREATER WILLIAMSBURG COMMUNITY TRUST GREA 7572591660 1323 JAMESTOWN ROAD SUITE 103 WILLIAMSBURG VA 23185 NANCY C SULLIVAN CEO 7572591660 2026-09-01 1 JACOB REEVES P01875186 7578731033 2026-09-01 2025 WILLIAMSBURG COMMUNITY FOUNDATION NANCY C SULLIVAN 1323 JAMESTOWN ROAD SUITE 103 WILLIAMSBURG VA 23185 21355671 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 5 55 0 0 1837372 11143550 0 0 1823063 2361329 30210 33378 3690645 13538257 1257685 1461700 0 0 249852 304487 0 0 14196 295342 326337 1802879 2092524 1887766 11445733 31276780 45543632 49980 61980 31226800 45481652 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 1247136 1172441 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 & ECONOMIC MOBILITY, 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. 289259 289259 PROVIDED SCHOLARSHIPS FOR 133 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. 1536395 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 1 5 1 0 0 0 0 0 1 1 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 ALISON LENNARZ CHAIR 1.00 X X 0 0 0 MELINDA MORGAN VICE CHAIR 1.00 X X 0 0 0 DAVID BUSH TREASURER 1.00 X X 0 0 0 JEANNE ZEIDLER SECRETARY 1.00 X X 0 0 0 DIAN CALDERONE TRUSTEE 0.50 X 0 0 0 ANTHONY CONYERS III TRUSTEE 0.50 X 0 0 0 JOHN FOGARTY TRUSTEE 0.50 X 0 0 0 TI'JUANA GHOLSON TRUSTEE 0.50 X 0 0 0 LEIGH HOUGHLAND TRUSTEE 0.50 X 0 0 0 LISA LUCAS TRUSTEE 0.50 X 0 0 0 AASHISH MATANI TRUSTEE 0.50 X 0 0 0 RICHARD OVERY TRUSTEE 0.50 X 0 0 0 IRIS PORUSH TRUSTEE 0.50 X 0 0 0 SCOTT STABLER TRUSTEE 0.50 X 0 0 0 BARBARA WATSON TRUSTEE 0.50 X 0 0 0 BENNY ZHANG TRUSTEE 0.50 X 0 0 0 REV JAN BROWN TRUSTEE 0.50 X 0 0 0 CHERI M GREEN TRUSTEE 0.50 X 0 0 0 EDDIE ROBINSON TRUSTEE 1.00 X 0 0 0 ERIN SMITH TRUSTEE 0.50 X 0 0 0 MYCHAEL WILLON TRUSTEE 0.50 X 0 0 0 NANCY COTE SULLIVAN CHIEF EXECUTIVE OFFICER 40.00 X 119807 0 0 119807 0 0 1 0 0 0 0 11143550 3023105 11143550 1445762 1445762 19835 0 19835 19835 19835 8717200 7800847 786 916353 -786 915567 -786 916353 28822 15781 13041 13041 MISCELLANEOUS 900099 502 502 502 13538257 -786 0 2395493 1172441 1172441 289259 289259 119806 23961 93091 2754 155619 31124 124495 7992 7992 21070 20859 211 37745 37745 149645 149645 9746 875 8871 6295 6295 10000 10000 18001 3166 14677 158 1621 1621 12463 4293 8170 8825 8825 12422 12422 PRINTING AND PUBLICATIO 17415 631 14613 2171 MISCELLANEOUS 16115 16115 UTILITIES 12626 6770 5825 31 DUES AND SUBSCRIPTIONS 8650 4750 3900 4768 4768 2092524 1536395 541933 14196 594666 577017 114723 4896540 325741 104895 226027 220846 29902959 39485727 438405 363502 31276780 45543632 17800 24474 32180 37506 49980 61980 X 16720358 29790734 14506442 15690918 31226800 45481652 31276780 45543632 11445733 2809120 0 X X 0 1 X 1 0 X 2904983 1015864 1110213 1837372 11143550 18011982 2904983 1015864 1110213 1837372 11143550 18011982 7952952 10059030 1008361 809415 820140 1017244 1465597 5120757 374 502 500 500 502 2378 23135117 0.43480 0.57230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 51 1437553 546863 7503012 1 1 28426486 7772583 4397027 804025 2525 39789546 25196561 1128687 2884990 781271 2481 28426486 22077300 555037 3244797 677803 2770 25196561 26460160 422872 -4128168 676262 1302 22077300 21163250 2565113 3401158 666543 2818 26460160 0.60570 0.04750 0.34680 0 0 300000 85898 214102 25741 18997 6744 220846 AGENCY FUNDS HELD FOR OTHERS 37506 37506 16197731 2809120 2809120 13388611 149645 149645 13538256 1942879 0 1942879 149645 149645 2092524 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. FALL FUNDRAISER & 25TH ANNIVERSARY 28822 28822 15781 28822 28822 15781 15781 13041 1 ACTON INSTITUTE FOR THE STUDY OF RELIGION AND LIBERTY 98 EAST FULTON STREET GRAND RAPIDS MI 49503 382926822 501(C)(3) 24430 0 GENERAL SUPPORT AVALON CENTER PO BOX 6805 WILLIAMSBURG VA 23188 521208945 501(C)(3) 6000 0 GENERAL SUPPORT BIKEWALK WILLIAMSBURG PO BOX 222 WILLIAMSBURG VA 23187 455100707 501(C)(3) 7500 0 GENERAL SUPPORT BOYS & GIRLS CLUBS OF THE VIRGINIA PENINSULA 11825 ROCK LANDING DRIVE NEWPORT NEWS VA 23606 540538202 501(C)(3) 7500 0 GENERAL SUPPORT BOYS HOME OF VIRGINIA 414 BOYS HOME ROAD COVINGTON VA 24426 540505870 501(C)(3) 76544 0 GENERAL SUPPORT CHILD DEVELOPMENT RESOURCES PO BOX 280 NORGE VA 23127 540791991 501(C)(3) 16100 0 GENERAL SUPPORT CHILDREN'S HOSPITAL OF THE KING'S DAUGHTERS INC 601 CHILDRENS LANE NORFOLK VA 23507 540506321 501(C)(3) 7500 0 GENERAL SUPPORT COLLEGE OF WILLIAM AND MARY PO BOX 8795 WILLIAMSBURG VA 23187 546001718 501(C)(3) 5500 0 GENERAL SUPPORT COLONIAL CASA 3917 MIDLANDS RD SUITE 2A WILLIAMSBURG VA 23188 541751706 501(C)(3) 16000 0 GENERAL SUPPORT COLONIAL WILLIAMSBURG FOUNDATION PO BOX 1776 WILLIAMSBURG VA 23187 540505888 501(C)(3) 23250 0 GENERAL SUPPORT DREAM CATCHERS P O BOX 1261 WILLIAMSBURG VA 23187 541692709 501(C)(3) 6392 0 GENERAL SUPPORT EDMARC INC 516 LONDON STREET PORTSMOUTH VA 23704 541092904 501(C)(3) 19600 0 GENERAL SUPPORT FAITH IN ACTION WILLIAMSBURG 354 MCLAWS CIRCLE WILLIAMSBURG VA 23185 311812124 501(C)(3) 13500 0 GENERAL SUPPORT FAITH RECOVERY 325 EWELL ROAD WILLIAMSBURG VA 23188 541162684 501(C)(3) 6000 0 GENERAL SUPPORT FISH INC 312 SECOND STREET WILLIAMSBURG VA 23185 541523058 501(C)(3) 20500 0 GENERAL SUPPORT FOUNDRY EDUCATIONAL FOUNDATION INC 1695 N PENNY LN SCHAUMBURG IL 60173 340714666 501(C)(3) 24430 0 GENERAL SUPPORT FRIENDS OF WILLIAMSBURG REGIONAL LIBRARY FOUNDATION 7770 CROAKER ROAD WILLIAMSBURG VA 23188 541639135 501(C)(3) 12100 0 GENERAL SUPPORT GREAT ASPIRATIONS SCHOLARSHIP PROGRAM INC 2821 EMERYWOOD PARKWAY RICHMOND VA 23294 521277427 501(C)(3) 7500 0 GENERAL SUPPORT GROVE CHRISTIAN OUTREACH CENTER 8800 POCAHONTAS TRAIL WILLIAMSBURG VA 23185 270077733 501(C)(3) 16500 0 GENERAL SUPPORT GWENDOLYN'S WISH INC PO BOX 6776 WILLIAMSBURG VA 23188 472214689 501(C)(3) 102058 0 GENERAL SUPPORT HABITAT FOR HUMANITY PENINSULA & GREATER WILLIAMSBURG P O BOX 1443 NEWPORT NEWS VA 23601 521431619 501(C)(3) 10000 0 GENERAL SUPPORT HERITAGE HUMANE SOCIETY 430 WALLER MILL ROAD WILLIAMSBURG VA 23185 541641580 501(C)(3) 7488 0 GENERAL SUPPORT HOSPICE HOUSE AND SUPPORT CARE OF WILLIAMSBURG 4445 POWHATAN PARKWAY WILLIAMSBURG VA 23188 521289657 501(C)(3) 71529 0 GENERAL SUPPORT JACKSON-FEILD BEHAVIORAL HEALTH SERVICES 546 WALNUT GROVE DRIVE JARRATT VA 23867 540505920 501(C)(3) 25515 0 GENERAL SUPPORT JEWISH PAVILION 421 MONTGOMERY ROAD 131 ALTAMONTE FL 32714 861082060 501(C)(3) 5600 0 GENERAL SUPPORT LACKEY CLINIC 1620 OLD WILLIAMSBURG ROAD YORKTOWN VA 23690 541850915 501(C)(3) 12056 0 GENERAL SUPPORT LITERACY FOR LIFE PO BOX 8795 WILLIAMSBURG VA 23187 541085026 501(C)(3) 8500 0 GENERAL SUPPORT MARSHALL-WYTHE SCHOOL OF LAW FOUNDATION PO BOX 3527 WILLIAMSBURG VA 23187 541224563 501(C)(3) 10000 0 GENERAL SUPPORT NORTH CAROLINA COMMUNITY FOUNDATION 3737 GLENWOOD AVE STE 460 RALEIGH NC 27612 581661700 501(C)(3) 10000 0 GENERAL SUPPORT OLDE TOWNE MEDICAL AND DENTAL CENTER 5249 OLDE TOWNE ROAD WILLIAMSBURG VA 23188 541663905 501(C)(3) 11556 0 GENERAL SUPPORT PENINSULA AGENCY ON AGING INC 739 THIMBLE SHOALS BOULEVARD NEWPORT NEWS VA 23606 510151069 501(C)(3) 12500 0 GENERAL SUPPORT SAINT BEDE CATHOLIC CHURCH 3686 IRONBOUND ROAD WILLIAMSBURG VA 23188 954747370 501(C)(3) 54059 0 GENERAL SUPPORT THE ARC OF GREATER WILLIAMSBURG 150-D STRAWBERRY PLAINS ROAD WILLIAMSBURG VA 23188 541054921 501(C)(3) 10996 0 GENERAL SUPPORT THE NATURE CONSERVANCY (VIRGINIA) 652 PETER JEFFERSON PARKWAY CHARLOTTESVILLE VA 22911 530242652 501(C)(3) 50000 0 GENERAL SUPPORT THE SALVATION ARMY A GEORGIA CORPORATION 216 IRONBOUND ROAD WILLIAMSBURG VA 23188 580660607 501(C)(3) 38558 0 GENERAL SUPPORT VIRGINIA CAPITAL TRAIL FOUNDATION 200 S 3RD STREET RICHMOND VA 23219 141916016 501(C)(3) 7500 0 GENERAL SUPPORT W&M MASON SCHOOL OF BUSINESS FOUNDATION PO BOX 2220 WILLIAMSBURG VA 23187 237079011 501(C)(3) 24430 0 GENERAL SUPPORT WALSINGHAM ACADEMY PO BOX 8702 WILLIAMSBURG VA 23187 540592702 501(C)(3) 68117 0 GENERAL SUPPORT WILLIAM & MARY ATHLETIC EDUCATIONAL FOUNDATION PO BOX 399 WILLIAMSBURG VA 23187 546056480 501(C)(3) 23100 0 GENERAL SUPPORT WILLIAMSBURG AREA MEALS ON WHEELS PO BOX 709 WILLIAMSBURG VA 23187 540952118 501(C)(3) 9500 0 GENERAL SUPPORT WILLIAMSBURG CHORAL GUILD P O BOX 1864 WILLIAMSBURG VA 23187 521217092 501(C)(3) 7100 0 GENERAL SUPPORT WILLIAMSBURG HOUSE OF MERCY INC 10 HARRISON AVENUE WILLIAMSBURG VA 23185 475347792 501(C)(3) 29100 0 GENERAL SUPPORT WILLIAMSBURG MUSIC CLUB PO BOX 1808 WILLIAMSBURG VA 23187 510187047 501(C)(3) 5666 0 GENERAL SUPPORT WORLD PEDIATRICS PO BOX 31778 HENRICO VA 23294 541953305 501(C)(3) 24430 0 GENERAL SUPPORT 64 0 COLLEGE SCHOLARSHIPS 133 289259 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 50 3020540 PER STOCK EXCHANGE X IN-KIND DONATIONS OF REFRESHMENTS 4 2565 COMPARABLE COST 0 1 0 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.