2025-09-08T12:19:00-05:00 2024-12-31 540504608 BROWN EDWARDS & COMPANY LLP 701 TOWN CENTER DRIVE SUITE 700 NEWPORT NEWS VA 23606 990 2024-01-01 541927558 GREATER WILLIAMSBURG COMMUNITY TRUST GREA 7572591660 1323 JAMESTOWN ROAD SUITE 103 WILLIAMSBURG VA 23185 NANCY C SULLIVAN CEO 7572591660 2025-07-22 1 0 JACOB REEVES P01875186 7578731033 2025-07-22 2024 2025-03-06 01:10:19Z WILLIAMSBURG COMMUNITY FOUNDATION NANCY C SULLIVAN 1323 JAMESTOWN ROAD SUITE 103 WILLIAMSBURG VA 23185 10908021 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. 23 23 5 55 0 0 1110213 1837372 0 0 320474 1823063 23274 30210 1453961 3690645 1192518 1257685 0 0 232259 249852 0 0 18585 256633 295342 1681410 1802879 -227449 1887766 27854373 31276780 45049 49980 27809324 31226800 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 1032718 968603 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. 289082 289082 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. 1321800 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 0 0 0 0 0 0 0 0 0 0 X 23 23 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 JACK HALDEMAN TREASURER 1.00 X X 0 0 0 JOE HARROW SECRETARY 1.00 X X 0 0 0 DAVID BUSH TRUSTEE 1.00 X 0 0 0 DIAN CALDERONE 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 TI'JUANA GHOLSON TRUSTEE 1.00 X 0 0 0 LEIGH HOUGHLAND 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 PAUL MUSE TRUSTEE 1.00 X 0 0 0 RICHARD OVERY TRUSTEE 1.00 X 0 0 0 IRIS PORUSH TRUSTEE 1.00 X 0 0 0 HENRY RANGER TRUSTEE 1.00 X 0 0 0 CARTER SONDERS TRUSTEE 1.00 X 0 0 0 SCOTT STABLER TRUSTEE 1.00 X 0 0 0 BARBARA WATSON TRUSTEE 1.00 X 0 0 0 JEANNE ZEIDLER TRUSTEE 1.00 X 0 0 0 BENNY ZHANG TRUSTEE 1.00 X 0 0 0 REV JAN BROWN TRUSTEE 1.00 X 0 0 0 TOM CARDWELL TRUSTEE 1.00 X 0 0 0 NANCY COTE SULLIVAN CHIEF EXECUTIVE OFFICER 40.00 X 110350 0 0 110350 0 0 1 0 0 0 0 1837372 482613 1837372 997986 997986 19258 0 19258 19258 19258 8037653 7212576 825077 825077 825077 15252 4800 10452 10452 MISCELLANEOUS 900099 500 500 500 3690645 0 0 1853273 968603 968603 289082 289082 110350 22070 86020 2260 115702 20880 94822 6507 6507 17293 17120 173 32750 32750 130496 130496 5124 799 4325 6131 6131 10509 10509 17965 3001 14806 158 1423 1423 21944 6945 7012 7987 10072 10072 9630 9630 PRINTING AND PUBLICATIO 18284 953 13676 3655 UTILITIES 11051 5766 5258 27 MISCELLANEOUS 10334 10334 DUES AND SUBSCRIPTIONS 4887 4500 387 4742 4742 1802879 1321800 462494 18585 660648 594666 208150 114723 324405 98378 235163 226027 26292317 29902959 458095 438405 27854373 31276780 15704 17800 29345 32180 45049 49980 X 14386562 16720358 13422762 14506442 27809324 31226800 27854373 31276780 1887766 1529710 0 X X 0 1 X 1 0 X 2390227 2904983 1015864 1110213 1837372 9258659 2390227 2904983 1015864 1110213 1837372 9258659 1657096 7601563 366609 1008361 809415 820140 1017244 4021769 229 374 502 500 500 2105 13282533 0.57230 0.54950 X PART II, SECTION A, LINE 1B 2020 WAS A SHORT YEAR COVERING THE 11-MONTH PERIOD 2/1/20 - 12/31/20. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 43 545593 366843 5829387 1 1 25196561 1128687 2884990 781271 2481 28426486 22077300 555037 3244797 677803 2770 25196561 26460160 422872 -4128168 676262 1302 22077300 21163250 2565113 3401158 666543 2818 26460160 18320285 996165 2433847 468123 118924 21163250 0.48970 0.06650 0.44380 0 0 300000 78205 221795 24405 20173 4232 226027 AGENCY FUNDS HELD FOR OTHERS 32180 32180 5089859 1529710 1529710 3560149 130496 130496 3690645 1672383 0 1672383 130496 130496 1802879 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. OVARIAN CANCER RACE 15252 15252 4800 15252 15252 4800 4800 10452 1 BOYS HOME OF VIRGINIA 414 BOYS HOME ROAD COVINGTON VA 24426 540505870 501(C)(3) 73333 0 GENERAL SUPPORT COLLEGE OF WILLIAM AND MARY PO BOX 8795 WILLIAMSBURG VA 23187 546001718 501(C)(3) 6000 0 GENERAL SUPPORT COLONIAL WILLIAMSBURG FOUNDATION PO BOX 1776 WILLIAMSBURG VA 23187 540505888 501(C)(3) 10000 0 GENERAL SUPPORT FRIENDS OF WILLIAMSBURG REGIONAL LIBRARY FOUNDATION 7770 CROAKER ROAD WILLIAMSBURG VA 23188 541639135 501(C)(3) 9750 0 GENERAL SUPPORT GWENDOLYN'S WISH INC PO BOX 6776 WILLIAMSBURG VA 23188 472214689 501(C)(3) 97790 0 GENERAL SUPPORT HOSPICE HOUSE AND SUPPORT CARE OF WILLIAMSBURG 4445 POWHATAN PARKWAY WILLIAMSBURG VA 23188 521289657 501(C)(3) 48889 0 GENERAL SUPPORT JACKSON-FEILD BEHAVIORAL HEALTH SERVICES 546 WALNUT GROVE DRIVE JARRATT VA 23867 540505920 501(C)(3) 24434 0 GENERAL SUPPORT SAINT BEDE CATHOLIC CHURCH 3686 IRONBOUND ROAD WILLIAMSBURG VA 23188 954747370 501(C)(3) 52921 0 GENERAL SUPPORT THE SALVATION ARMY A GEORGIA CORPORATION 216 IRONBOUND ROAD WILLIAMSBURG VA 23188 580660607 501(C)(3) 32921 0 GENERAL SUPPORT WALSINGHAM ACADEMY PO BOX 8702 WILLIAMSBURG VA 23187 540592702 501(C)(3) 65842 0 GENERAL SUPPORT WILLIAM & MARY ATHLETIC EDUCATIONAL FOUNDATION PO BOX 399 WILLIAMSBURG VA 23187 546056480 501(C)(3) 6000 0 GENERAL SUPPORT WILLIAMSBURG MUSIC CLUB PO BOX 1808 WILLIAMSBURG VA 23187 510187047 501(C)(3) 5574 0 GENERAL SUPPORT PGA TOUR CHARITIES INC 4510 COX ROAD SUITE 100 GLEN ALLEN VA 23060 520999206 501(C)(3) 30000 0 GENERAL SUPPORT W&M MASON SCHOOL OF BUSINESS FOUNDATION PO BOX 2220 WILLIAMSBURG VA 23187 237079011 501(C)(3) 7500 0 GENERAL SUPPORT DEGOOD FOUNDATION 11832 CANON BLVD SUITE F NEWPORT NEWS VA 23606 823264889 501(C)(3) 9750 0 GENERAL SUPPORT FISH INC 312 SECOND STREET WILLIAMSBURG VA 23185 541523058 501(C)(3) 9750 0 GENERAL SUPPORT NC STATE ENGINEERING FOUNDATION CAMPUS BOX 7901 RALEIGH NC 27695 566046987 501(C)(3) 10000 0 GENERAL SUPPORT LACKEY CLINIC 1620 OLD WILLIAMSBURG ROAD YORKTOWN VA 23690 541850915 501(C)(3) 6000 0 GENERAL SUPPORT THE WILLIAMSBURG SYMPHONY ORCHESTRA PO BOX 400 WILLIAMSBURG VA 23187 541756840 501(C)(3) 13322 0 GENERAL SUPPORT 19 0 COLLEGE SCHOLARSHIPS 133 289082 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 29 482613 PER STOCK EXCHANGE 0 1 0 PART I, COLUMN (B): NUMBER OF DONORS WHO MADE STOCK GIFTS DURING THE YEAR. 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.