2014-11-17T12:12:48-06:00 2013-12-31 540737372 PBMARES LLP 558 SOUTH MAIN STREET HARRISONBURG VA 22801 990EZ 2013-01-01 541746901 HARRISONBURG EDUCATION FOUNDATION HARR 5404373308 1 COURT SQUARE STE 2 HARRISONBURG VA 228023725 MATTHEW VON SCHUCH OFFICER 5404373308 2014-11-14 1 KEVIN HUMPHRIES P00168667 5404345975 2013 2015-11-30 17:44:51Z X WWW.HARRISONBURGEDUCATIONFOUNDATION.COM X X 105925 X 67762 1268 36895 15228 21667 90697 27447 1000 33011 61458 29239 169790 12423 211452 X 59395 87366 110395 124086 169790 211452 0 0 169790 211452 X TO PROVIDE FINANCIAL AND OTHER SUPPORT WITH RESPECT TO, PUBLIC ELEMENTARY AND SECONDARY EDUCATION IN THE CITY OF HARRISONBURG, VIRGINIA. AWARDED SCHOLARSHIPS TO GRADUATING HARRISONBURG CITY PUBLIC SCHOOL STUDENTS 0 3300 TEACHER OF THE YEAR AWARDS TO HARRISONBURG PUBLIC SCHOOL TEACHERS 0 2750 EDUCATOR GRANTS AWARDED TO LOCAL PUBLIC ELEMENTARY, MIDDLE, AND HIGH SCHOOLS 0 21397 27447 X BETSY DUNNENBERGER DIRECTOR 5.00 0 0 0 LISA SCHICK CHAIR 5.00 0 0 0 DANNY FLEMMING BOARD MEMBER 1.00 0 0 0 DENISE ALLEN BOARD MEMBER 1.00 0 0 0 JIM HENDERSON BOARD MEMBER 1.00 0 0 0 TRACY SEEFRIED BOARD MEMBER 1.00 0 0 0 KELLY ROONEY BOARD MEMBER 1.00 0 0 0 DR SCOTT KIZNER BOARD MEMBER 1.00 0 0 0 DR DIANE FOUCAR-SZOCKI BOARD MEMBER 1.00 0 0 0 CHRISTINE JOHNSON BOARD MEMBER 1.00 0 0 0 TAMMY BROWN BOARD MEMBER 1.00 0 0 0 PETER YATES BOARD MEMBER 1.00 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THE ORGANIZATION 317 SOUTH MAIN ST HARRISONBURG VA 22801 5404373308 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 15479 13181 21957 29324 40352 120293 15479 13181 21957 29324 40352 120293 45490 74803 2063 2391 2417 2913 9784 130077 0.57510 0.63250 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED HEF GALA 28153 28153 12385 SHERRY BURCHAM ANDERSON 5K 4582 4582 1339 2 4160 4160 1504 36895 36895 15228 15228 21667 FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INTEREST. AMOUNT: 567. DESCRIPTION: DIVIDENDS. AMOUNT: 701. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 1,268. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: ELISABETH SARCO. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: EDUCATOR AWARDS. DATE OF GIFT: 05/23/13. AMOUNT GIVEN: 250. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: APRIL DETAMORE. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: EDUCATOR AWARDS. DATE OF GIFT: 05/23/13. AMOUNT GIVEN: 250. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: CAROL WILSON. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: EDUCATOR AWARDS. DATE OF GIFT: 05/23/13. AMOUNT GIVEN: 250. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: CANDY FOSTER. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: EDUCATOR AWARDS. DATE OF GIFT: 05/23/13. AMOUNT GIVEN: 250. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: ROSALVA CORREA. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: EDUCATOR AWARDS. DATE OF GIFT: 05/23/13. AMOUNT GIVEN: 250. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: ANGELA ADAMEK. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: EDUCATOR AWARDS. DATE OF GIFT: 05/23/13. AMOUNT GIVEN: 250. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: LORI KING. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: EDUCATOR AWARDS. DATE OF GIFT: 05/23/13. AMOUNT GIVEN: 250. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: DEBRA ZWANZIG. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: EDUCATOR AWARDS. DATE OF GIFT: 05/23/13. AMOUNT GIVEN: 250. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: JANET COFFMAN. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: EDUCATOR AWARDS. DATE OF GIFT: 05/23/13. AMOUNT GIVEN: 250. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: HARRISONBURG CITY SCHOOLS. GRANTEE ADDRESS: 317 SOUTH MAIN STREET HARRISONBURG, VA 22801. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: GRANT. DATE OF GIFT: 06/20/13. AMOUNT GIVEN: 21,397. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: JAMES MADISON UNIVERSITY. GRANTEE ADDRESS: 800 SOUTH MAIN STREET HARRISONBURG, VA 22801. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: SCHOLARSHIP. DATE OF GIFT: 08/02/13. AMOUNT GIVEN: 500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: EASTERN MENNONITE UNIVERSITY. GRANTEE ADDRESS: 1200 PARK ROAD HARRISONBURG, VA 22802. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: SCHOLARSHIP. DATE OF GIFT: 09/13/13. AMOUNT GIVEN: 300. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: VIRGINIA TECH. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: SCHOLARSHIP. DATE OF GIFT: 10/02/13. AMOUNT GIVEN: 2,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: MARY ANN DUDA. GRANTEE ADDRESS: 317 SOUTH MAIN STREET HARRISONBURG, VA 22801. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: EDUCATOR AWARDS. DATE OF GIFT: 06/07/13. AMOUNT GIVEN: 500. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 27,447. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: TAX & LICENSE -SCC ANNUAL FEE. AMOUNT: 25. DESCRIPTION: BANK CHARGES. AMOUNT: 285. DESCRIPTION: MARKETING. AMOUNT: 617. DESCRIPTION: SUPPLIES. AMOUNT: 1,500. DESCRIPTION: 4T PROGRAM. AMOUNT: 23,077. DESCRIPTION: PTA/PTO/PTSA EXP. AMOUNT: 4,000. DESCRIPTION: STEM DAY APPRECIAITON GIFTS. AMOUNT: 3,167. DESCRIPTION: MAINTENANCE EXP . AMOUNT: 340. TOTAL TO FORM 990-EZ, LINE 16: 33,011. FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS DESCRIPTION: UNREALIZED GAIN/LOSS. AMOUNT: 12,423. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: LONG TERM INVESTMENTS AT FMV (COMMUNITY FOUNDATION). BEG. OF YEAR AMOUNT: 110,395. END OF YEAR AMOUNT: 124,086. THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.