2012-09-11T15:09:58-05:00 2011-12-31 540737372 PBGH LLP 558 SOUTH MAIN STREET HARRISONBURG VA 22801 990EZ 2011-01-01 541746901 HARRISONBURG EDUCATION FOUNDATION HARR 5404373308 317 SOUTH MAIN STREET HARRISONBURG VA 22801 CRAIG MACKAIL 5404373308 2012-08-30 MIKE GARBER P00625533 5404345975 2011 2016-02-24 21:20:13Z X WWW.HARRISONBURGEDUCATIONFOUNDATION.COM X X 40353 X 21957 1290 15979 3961 12018 1127 36392 24506 1000 2926 28432 7960 154137 -3770 158327 X 40334 51170 113803 107157 154137 158327 0 0 154137 158327 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 4800 TEACHER OF THE YEAR AWARDS TO HARRISONBURG PUBLIC SCHOOL TEACHERS 0 2250 EDUCATOR GRANTS AWARDED TO LOCAL PUBLIC ELEMENTARY, MIDDLE, AND HIGH SCHOOLS 0 17453 24503 X STEPHANIE SCHENNUM 317 SOUTH MAIN STREET HARRISONBURG VA 22801 5.00 0 0 0 LISA SCHICK 317 SOUTH MAIN STREET HARRISONBURG VA 22801 5.00 0 0 0 CATHY PHILLIPS 317 SOUTH MAIN STREET HARRISONBURG VA 22801 5.00 0 0 0 CRAIG MACKAIL 317 SOUTH MAIN STREET HARRISONBURG VA 22801 5.00 0 0 0 DAWN WOMACK 317 SOUTH MAIN STREET HARRISONBURG VA 22801 5.00 0 0 0 PEGGY MAY 317 SOUTH MAIN STREET HARRISONBURG VA 22801 5.00 0 0 0 KELLY ROONEY 317 SOUTH MAIN STREET HARRISONBURG VA 22801 1.00 0 0 0 DR SCOTT KIZNER 317 SOUTH MAIN STREET HARRISONBURG VA 22801 1.00 0 0 0 DR DIANE FOUCAR-SZOCKI 317 SOUTH MAIN STREET HARRISONBURG VA 22801 1.00 0 0 0 STEVE BARRANCO 317 SOUTH MAIN STREET HARRISONBURG VA 22801 1.00 0 0 0 TAMMY BROWN 317 SOUTH MAIN STREET HARRISONBURG VA 22801 1.00 0 0 0 GREGORY T STOURS 317 SOUTH MAIN STREET HARRISONBURG VA 22801 1.00 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DAWN WOMACK 317 SOUTH MAIN ST HARRISONBURG VA 22801 5404373308 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 9731 37667 15479 13181 21957 98015 9731 37667 15479 13181 21957 98015 38684 59331 1282 633 2063 2391 2417 8786 106801 0.55550 0.65970 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED BREAKFAST FOR CHAMPIONS 4700 0 4700 1398 SHERRY BURCHAM ANDERSON 5K 11279 11279 1943 1 620 15979 15979 3961 3961 12018 OTHER INVESTMENT INCOME FORM 990-EZ, PART I, LINE 4 DIVIDENDS 1,290.. OTHER REVENUE FORM 990-EZ, PART I, LINE 8 DESCRIPTION: INTEREST. AMOUNT: 1,127. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: JUDY WARREN. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: EDUCATOR AWARDS. DATE OF GIFT: 05/26/11. AMOUNT GIVEN: 250. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: COL. ROY MCCUTCHEON. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: EDUCATOR AWARDS. DATE OF GIFT: 05/26/11. AMOUNT GIVEN: 250. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: CAROLYN FALCIONI. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: EDUCATOR AWARDS. DATE OF GIFT: 05/26/11. AMOUNT GIVEN: 250. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: ELENA ZIMMERMANN. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: EDUCATOR AWARDS. DATE OF GIFT: 05/26/11. AMOUNT GIVEN: 250. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: JEN KETTELKAMP. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: EDUCATOR AWARDS. DATE OF GIFT: 05/26/11. AMOUNT GIVEN: 250. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: TERRI WOLFE. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: EDUCATOR AWARDS. DATE OF GIFT: 05/26/11. AMOUNT GIVEN: 250. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: KAITIE SAUNDERS. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: EDUCATOR AWARDS. DATE OF GIFT: 05/26/11. AMOUNT GIVEN: 250. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: MICHAEL KING. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: EDUCATOR AWARDS. DATE OF GIFT: 05/26/11. AMOUNT GIVEN: 250. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: MARTA ARMSTRONG. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: EDUCATOR AWARDS. DATE OF GIFT: 05/26/11. AMOUNT GIVEN: 250. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 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: 06/16/11. AMOUNT GIVEN: 17,456. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: ANTERO "SONNY" RODRIGUEZ. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: SCHOLARSHIP. DATE OF GIFT: 05/26/11. AMOUNT GIVEN: 500. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: BLUE RIDGE COMMUNITY COLLEGE. GRANTEE ADDRESS: BOX 80 ONE COLLEGE LANE WEYERS CAVE, VA 24486. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: SCHOLARSHIP. DATE OF GIFT: 07/12/11. AMOUNT GIVEN: 500. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 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: 08/09/11. AMOUNT GIVEN: 500. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 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: 09/19/11. AMOUNT GIVEN: 300. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: CRISTIAN PEREZ. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: SCHOLARSHIP. DATE OF GIFT: 06/30/11. AMOUNT GIVEN: 1,000. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: LAUREN MARTIN. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: SCHOLARSHIP. DATE OF GIFT: 06/30/11. AMOUNT GIVEN: 1,000. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: MACKENZIE HERRING. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: SCHOLARSHIP. DATE OF GIFT: 06/30/11. AMOUNT GIVEN: 1,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 24,506. OTHER EXPENSES FORM 990-EZ, PART I, LINE 16 DESCRIPTION: STATE CORPORATION COMMISSION ANNUAL FEE. AMOUNT: 26. DESCRIPTION: BANK CHARGES. AMOUNT: 57. DESCRIPTION: TEACHER SUPPLY DEPOT. AMOUNT: 595. DESCRIPTION: MARKETING COST. AMOUNT: 157. DESCRIPTION: ADMINISTRATIVE FEE. AMOUNT: 2,091. TOTAL TO FORM 990-EZ, LINE 16: 2,926. OTHER CHANGES IN NET ASSETS FORM 990-EZ, PART I, LINE 20 DESCRIPTION: UNREALIZED GAIN/LOSS. AMOUNT: -3,770. OTHER ASSETS FORM 990-EZ, PART II, LINE 24 DESCRIPTION: LONG TERM INVESTMENTS AT FMV (COMMUNITY FOUNDATION). BEG. OF YEAR AMOUNT: 113,803. END OF YEAR AMOUNT: 107,157. 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.