2023-08-15T08:43:27-05:00 2022-09-30 540504608 BROWN EDWARDS & COMPANY LLP 105 ARBOR DRIVE 3RD FLOOR CHRISTIANSBURG VA 24073 990 2021-10-01 311650055 SMYTH COUNTY CHARITABLE FUND SMYT 2767812743 1 HEALTH WAY MARION VA 24354 KEVIN VERNON CFO CFO 2763788090 2023-08-14 1 KEVIN VERNON CFO 999009999 MARK WOOLWINE P00647446 5404433606 2023-08-14 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z X KEVIN VERNON 1 HEALTH WAY MARION VA 24354 35613438 0 X N/A X 1999 VA TO SUPPORT THE MISSION OF SMYTH COUNTY COMMUNITY FOUNDATION BY IDENTIFYING AND SUPPORTING QUALIFIED PROGRAMS AND PROJECTS THAT CONTRIBUTE TO THE IMPROVED PHYSICAL, MENTAL AND EMOTIONAL HEALTH STATUS OF THE CITIZENS OF SMYTH COUNTY. 16 16 67 0 0 0 1686833 0 995204 1244286 543655 34369152 0 0 3225692 35613438 8700 144964 0 0 726495 839618 0 0 0 1106953 976069 1842148 1960651 1383544 33652787 18595291 46121991 144326 82339 18450965 46039652 TO SUPPORT THE MISSION OF SMYTH COUNTY COMMUNITY FOUNDATION BY IDENTIFYING AND SUPPORTING QUALIFIED PROGRAMS AND PROJECTS THAT CONTRIBUTE TO THE IMPROVED PHYSICAL, MENTAL AND EMOTIONAL HEALTH STATUS OF THE CITIZENS OF SMYTH COUNTY AND THE SURROUNDING AREAS. 0 0 1555242 144964 1244286 TO SUPPORT THE MISSION OF SMYTH COUNTY COMMUNITY FOUNDATION BY IDENTIFYING AND SUPPORTING QUALIFIED PROGRAMS AND PROJECTS THAT CONTRIBUTE TO THE IMPROVED PHYSICAL, MENTAL AND EMOTIONAL HEALTH STATUS OF THE CITIZENS OF SMYTH COUNTY AND THE SURROUNDING AREAS. 1555242 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 67 1 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 1 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 VA X KEVIN VERNON 2763788090 1 HEALTH WAY MARION VA 24354 MICHAEL ROBINSON PHD CHAIR 1.00 X X 0 0 0 LYNDA HELTON VICE CHAIR 0.30 X X 0 0 0 PAUL HOLCOMBE ESQ SECRETARY 1.00 X X 0 0 0 CHRISTOPHER SNODGRASS TREASURER 0.30 X X 0 0 0 DAWN ARCHER DIRECTOR 0.30 X 0 0 0 EMILY BRAILEY DO DIRECTOR 0.30 X 0 0 0 DENNIS CARTER EDD DIRECTOR 0.30 X 0 0 0 SANDRA CATALAN DIRECTOR 0.30 X 0 0 0 DAVID FIELDS DIRECTOR 0.30 X 0 0 0 JOHN GRAHAM ESQ DIRECTOR 0.30 X 0 0 0 CHELSEA HAMMAN MD DIRECTOR 0.30 X 0 0 0 BRIAN HAYNES DIRECTOR 0.30 X 0 0 0 DAVID KISER MD DIRECTOR 0.30 X 0 0 0 BRIAN THOMPSON DMD DIRECTOR 0.30 X 0 0 0 MERRELLE WARD DIRECTOR 0.30 X 0 0 0 ROBERT WATKINS EXECUTIVE DIRECTOR 40.00 X X 90509 0 60 90509 0 60 0 0 0 0 0 LIFETIME WELLNESS MEMBERSHIP FEES 713940 1045636 1045636 LEASE INCOME 531190 152817 152817 GOLF COURSE OPERATING REVENUE 561000 45833 45833 1244286 313647 313647 355505 33700000 0 0 355505 33700000 34055505 34055505 35613438 1244286 0 34369152 144964 144964 90509 90509 640455 597036 43419 50523 50523 58131 58131 53321 53321 26584 26584 5597 597 5000 33516 22391 11125 4482 4247 235 283123 205618 77505 3377 3377 221964 51780 170184 60513 50133 10380 SUPPLIES 83928 83928 REPAIRS AND MAINTENANCE 72126 72126 CONTRACT LABOR 54895 54895 DUES AND SUBSCRIPTIONS 51428 51428 21215 13559 7656 1960651 1555242 405409 0 26079 16024 68061 57598 26401 35359 33820 45703 15116624 8295865 7011790 6820759 7838936 26038499 3523175 13041020 67029 67029 18595291 46121991 129608 62667 14718 19672 144326 82339 X 6621269 46039652 11829696 0 18450965 46039652 18595291 46121991 33652787 -6070523 6423 0 X 0 1 X 0 0 X X 1 SMYTH COUNTY COMMUNITY FOUNDATION 881039448 10 1 0 0 1 0 0 1 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 6 THE SMYTH COUNTY CHARITABLE FUND PROVIDED MULTIPLE GRANTS TOTALING $144,963 TO ORGANIZATIONS WHOSE ACTIVITIES AND MISSION CLOSELY ALIGN WITH THE FUND'S OWN PROGRAMS AND INITIATIVES. THESE GRANTS WERE SPECIFICALLY DIRECTED TOWARDS SERVING THE SMYTH COUNTY COMMUNITY, BENEFITING THE PHYSICAL, MENTAL AND EMOTIONAL HEALTH OF THE VERY SAME INDIVIDUALS WHO ARE ALSO SUPPORTED BY THE RECIPIENT ORGANIZATIONS. RECIPIENT ORGANIZATIONS WERE SELECTED THAT SHARED A COMMITMENT TO MAKING A POSITIVE DIFFERENCE IN SMYTH COUNTY. THE PROJECTS AND PROGRAMS SUPPORTED ENHANCE COMMUNITY WELL-BEING BY PROVIDING ASSISTANCE TO VARIOUS COMMUNITY MEMBERS, INCLUDING SUPPORT FOR SUBSTANCE ABUSE RECOVERY FOR PREGNANT WOMAN, FREE DENTAL SERVICES FOR THOSE IN NEED, AS WELL AS PLAYGROUND EQUIPMENT AND BACKPACK LUNCHES FOR LOCAL CHILDREN. PART IV, SECTION A, LINE 5A IN NOVEMBER 15, 2021 THE SMYTH COUNTY COMMUNITY FOUNDATION SOLD ITS 20% SHARES TO BALLAD HEALTH FOR $33,700,000. THIS ACTION DISSOLVED THE SMYTH COUNTY COMMUNITY HOSPITAL AS THE FOUNDATION'S SUPPORT ORGANIZATION. THE FOUNDATION BOARD THEN CHANGED ITS NAME TO SMYTH COUNTY CHARITABLE FUND, AND ORGANIZED A NEW ENTITY "SMYTH COUNTY COMMUNITY FOUNDATION" (EIN: 88-1039448) TO REPLACE SMYTH COUNTY COMMUNITY HOSPITAL (EIN: 54-0794913) AS THEIR SUPPORT ORGANIZATION. THE NEW ENTITY RECEIVED 501C(3) STATUS LETTER FROM IRS ON JANUARY 25, 2023 EFFECTIVE MARCH 4, 2022. 125000 125000 9325424 3248880 6076544 2278864 2272194 6670 3387336 2774791 612545 6820759 REAL ESTATE FUND INVESTMENT 758978 F MONEY MARKET ACCOUNT 5450322 C FIXED INCOME MUTUAL ACCOUNT 6831720 C 13041020 29542915 -6070523 -6070523 35613438 0 35613438 1954933 -5718 -5718 1960651 0 1960651 PART XII, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES 1 APPALACHIAN CENTER FOR HOPE INC 227 W CHERRY ST MARION VA 24354 501(C)(3) 100000 0 SUPPORT SUBSTANCE ABUSE RECOVERY FOR PREGNANT WOMEN FIRST UNITED METHODIST PRESCHOOL 115 SOUTH CHURCH ST MARION VA 24354 540660800 501(C)(3) 14764 0 RENOVATION OF PLAYGROUND MEL LEAMAN FREE CLINIC 601 RADIO HILL ROAD MARION VA 24354 541993876 501(C)(3) 18000 0 DENTAL GRANT OAK POINT ELEMENTARY SCHOOL 138 OAK POINT DR MARION VA 24354 546001611 501(C)(3) 10000 0 RENOVATION OF PLAYGROUND PART I, LINE 2: GRANTS ARE APPROVED BY THE BOARD OF DIRECTORS THROUGH AN APPLICATION PROCESS FORM 990, PART VI, SECTION A, LINE 4 IN FISCAL YEAR 2022, THE ENTITY UNDERWENT A SIGNIFICANT REORGANIZATION. THE ORGANIZATION OPTED TO CHANGE ITS NAME FROM THE "SMYTH COUNTY COMMUNITY FOUNDATION" TO "SMYTH COUNTY CHARITABLE FUND." THIS CHANGE ALIGNS WITH ITS REVISED MISSION, WHICH SHIFTED ITS FOCUS FROM SUPPORTING THE SMYTH COUNTY COMMUNITY HOSPITAL TO NOW SUPPORTING THE NEWLY ESTABLISHED SMYTH COUNTY COMMUNITY FOUNDATION, A NEWLY ORGANIZED 501(C)(3) ENTITY. THE REORGANIZATION WAS ACCOMPANIED BY NOTEWORTHY UPDATES TO THE ORGANIZATION'S BY-LAWS AND ARTICLES OF INCORPORATION. SPECIFICALLY, A DECISION WAS TAKEN TO REVISE THE BOARD OF DIRECTOR LIMIT, WHICH NOW STANDS AT A MAXIMUM OF 17 DIRECTORS. ADDITIONALLY, A MINIMUM REQUIREMENT OF 11 DIRECTORS WAS INTRODUCED, EMPHASIZING THE IMPORTANCE OF SUBSTANTIAL REPRESENTATION AND INCLUSIVE DECISION-MAKING. MOREOVER, THE CHANGE IN MISSION ALSO RESULTED IN REMOVING THE PREVIOUS MANDATE THAT DICTATED 8 DIRECTORS MUST SERVE ON THE SMYTH COUNTY COMMUNITY HOSPITAL BOARD AND LIFETIME WELLNESS CENTER BOARD. THE REORGANIZATION AND THE AFOREMENTIONED CHANGES IN THE BY-LAWS AND ARTICLES OF INCORPORATION COLLECTIVELY DEMONSTRATE THE ORGANIZATION'S DEDICATION TO PROGRESS AND ITS UPDATED VISION TO MEET THE EVOLVING NEEDS OF THE SMYTH COUNTY COMMUNITY. FORM 990, PART VI, SECTION B, LINE 11B THE FOUNDATION'S FORM 990 WAS GIVEN TO MANAGEMENT WHO THEN PROVIDED IT TO MEMBERS OF THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS FOR THEIR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, ALL DIRECTORS ARE REQUIRED TO SIGN A CONFIDENTIALITY / COMPLIANCE DOCUMENT. FORM 990, PART VI, SECTION C, LINE 18 AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST. LIFETIME WELLNESS CENTER LLC 1 HEALTH WAY MARION VA 24354 320185801 OPERATES WELLNESS CENTER VA 1128148 315934 SMYTH COUNTY CHARITABLE FUND HOLSTON HILLS GOLF COURSE LLC 1 HEALTH WAY MARION VA 24354 LEASES GOLF COURSE PROPERTY VA 78333 SMYTH COUNTY COMMUNITY FOUNDATION 1 HEALTH WAY MARION VA 24354 881039448 PROVIDES CHARITALBE SERVICES TO SMYTH COUNTY COMMUNITY VA LINE 7 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0