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Nonprofit · EIN 27-3422429

COMMUNITY FOUNDATION FOR ROCKBRIDGE BATH AND ALLEGHANY

Also known as CFRBA

Tax-exempt · LEXINGTON, VA 24450

Financials

$1.2M$644K2023$1.7M$1.3M2024
Revenue Expenses · by fiscal year end
Financials of COMMUNITY FOUNDATION FOR ROCKBRIDGE BATH AND ALLEGHANY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$1,722,247$1,346,525$375,722$10,186,971$984$10,185,987
December 31, 2023990$1,172,143$643,850$528,293$9,131,314$8,241$9,123,073
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$943,737
Program service revenue
$9
Investment income
$778,501
Other revenue
$0

Expenses

Grants and similar amounts paid
$1,249,099
Other salaries and wages
$37,189
Salaries, compensation and benefits (total)
$53,033
Professional fundraising fees
$0
Accounting fees
$1,200
Occupancy
$5,525
Travel
$114
Depreciation
$508
Program services (functional)
$1,285,889
Management and general (functional)
$42,029
Fundraising (functional)
$18,607

Balance sheet and other

Total assets, start of year
$9,130,806
Total assets, end of year
$10,186,971
Total liabilities, end of year
$984
Net assets, end of year
$10,185,987
Publicly traded securities
$8,476,430
Net assets without donor restrictions
$10,185,987
Gross receipts
$1,722,247
Employees
1
Year formed
2010
State of legal domicile
VA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
Greg MadsenChairman
Trustee or director, Officer
0$0
Ben WorthVice Chairman
Trustee or director, Officer
0$0
Thomas GosseTreasurer
Trustee or director, Officer
0$0
Joanne RobbleeSecretary
Trustee or director, Officer
0$0
Steve Grist–
Trustee or director
0$0
Elizabeth Knapp–
Trustee or director
0$0
Christy Harris–
Trustee or director
0$0
Ralph Caldroney–
Trustee or director
0$0
Charles Barger–
Trustee or director
0$0
Matt Fogo–
Trustee or director
0$0
Ingrid Barber–
Trustee or director
0$0
Lori TurnerExecutive Director
Key employee
0$0
990 for the year ended December 31, 2023: 15 people
NameTitleHours / weekCompensation
Lori TurnerExecutive Dir.
Officer
40$23,167
Warren BryanDirector
Trustee or director
0$0
Thomas GosseTreasurer
Trustee or director, Officer
0$0
Benjamin WorthDirector
Trustee or director
0$0
Joanna RobbleeSecretary
Trustee or director, Officer
0$0
Christy HarrisDirector
Trustee or director
0$0
Steve GristChairman
Trustee or director, Officer
0$0
Greg MadsenDirector
Trustee or director, Officer
0$0
Lynn RainvilleDirector
Trustee or director
0$0
Robert MinorDirector
Trustee or director
0$0
Bruce YoungDirector
Trustee or director
0$0
Ingrid BarberDirector
Trustee or director
0$0
Charles BargerChairman
Trustee or director
0$0
Ralph CaldroneyDirector
Trustee or director
0$0
Matt FogoDirector
Trustee or director
0$0

Address and contacts

Address (IRS master file)
PO BOX 20, LEXINGTON, VA 24450-0020
In care of
% LORI TURNER
Mailing address (990-N for 2010)
PO Box 20, Lexington VA 24450
Principal officer (990-N for 2010)
Lori Keckler, PO Box 20, Lexington VA 24450
Signed the 990
LORI TURNER, Executive Director
Phone
(540) 463-0943
Return prepared by
Highlander Accounting Inc

Mission

TO IMPROVE THE QUALITY OF LIFE IN THE FOUNDATIONS SERVICE AREA BY BUILDING PERMANENT ENDOWMENTS AND PROVIDING PHILANTHROPIC LEADERSHIP.

990 for the year ended December 31, 2024

Program accomplishments

  • Administration and distribution of funds to enhance community development
    Expenses $1,285,889 · grants $1,249,099

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
27-3422429
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2011
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$10,186,971
Income (IRS master file)
$1,722,247

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$1,722,247$1,346,525$10,186,971XML
990December 2023$1,172,143$643,850$9,131,314XML
990June 2023$1,876,167$830,935$8,553,499IRS
990June 2022–––IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2018–––IRS
990-N for 2010
Officer: Lori Keckler
June 30, 2011≤ $50,000 receipts––e-Postcard

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-3422429).

Questions about COMMUNITY FOUNDATION FOR ROCKBRIDGE BATH AND ALLEGHANY

What is the EIN of COMMUNITY FOUNDATION FOR ROCKBRIDGE BATH AND ALLEGHANY?
The employer identification number (EIN) of COMMUNITY FOUNDATION FOR ROCKBRIDGE BATH AND ALLEGHANY is 27-3422429.
Is COMMUNITY FOUNDATION FOR ROCKBRIDGE BATH AND ALLEGHANY tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
Are donations to COMMUNITY FOUNDATION FOR ROCKBRIDGE BATH AND ALLEGHANY tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does COMMUNITY FOUNDATION FOR ROCKBRIDGE BATH AND ALLEGHANY file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of COMMUNITY FOUNDATION FOR ROCKBRIDGE BATH AND ALLEGHANY due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did COMMUNITY FOUNDATION FOR ROCKBRIDGE BATH AND ALLEGHANY last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of COMMUNITY FOUNDATION FOR ROCKBRIDGE BATH AND ALLEGHANY?
The 990-N for 2010 names Lori Keckler.
Who are the officers and directors of COMMUNITY FOUNDATION FOR ROCKBRIDGE BATH AND ALLEGHANY?
The 990 for the year ended December 31, 2024 lists 12 people; 0 received compensation from the organization.
How much revenue does COMMUNITY FOUNDATION FOR ROCKBRIDGE BATH AND ALLEGHANY have?
On its 990 for the year ended December 31, 2024 it reported revenue of $1,722,247, expenses of $1,346,525 and total assets of $10,186,971 at year end.

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