TY 2023 Form 990

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(1) RICHARD BAILEY DVM...................................................................... BOARD MEMBER - CHAIR	0.20 .................	X	X	0
(2) LAUREN ELLERMAN...................................................................... BOARD MEMBER	0.20 .................	X		0
(3) ALAN E RONK...................................................................... BOARD SECRETARY, PRESIDENT	40.00 .................	X	X	217,515
(4) SHERRY W DAVIDSON...................................................................... BOARD MEMBER	0.20 .................	X		0
(5) RICK JAMES...................................................................... BOARD MEMBER	0.20 .................	X		0
(6) COLLEEN M MARSTON...................................................................... BOARD MEMBER	0.20 .................	X		0
(7) GEORGE A LEVICKI...................................................................... BOARD MEMBER	0.20 .................	X		0
(8) SAMUEL ROMAN JR...................................................................... BOARD MEMBER	0.20 .................	X		0
(9) NADRA L SCOTT...................................................................... BOARD MEMBER	0.20 .................	X		0
(10) PHILIP TROMPETER...................................................................... BOARD MEMBER	0.20 .................	X		0
(11) LUTHERIA H SMITH...................................................................... BOARD MEMBER - TREASURER	0.20 .................	X	X	0
(12) VERLETTA WHITE...................................................................... BOARD MEMBER	0.20 .................	X		0
(13) FLORENCE WILLIAMS...................................................................... BOARD MEMBER	0.20 .................	X		0
(14) STEVE ARNER...................................................................... BOARD MEMBER	0.20 .................	X		0
(15) MARGIE B EASON...................................................................... BOARD MEMBER	0.20 .................	X		0
(16) JAMES B FRITH JR...................................................................... BOARD MEMBER	0.20 .................	X		0
(17) SUSAN LANCASTER...................................................................... BOARD MEMBER - VICE CHAIR	0.20 .................	X	X	0

- TIN:

SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization

COMMUNITY FOUNDATION SERVING WESTERN
VIRGINIA

Employer identification number

54-1959458

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990) 2023

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..	10,539,887	6,873,361	3,012,227	4,740,158	2,942,202	28,107,835
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf ....
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3	10,539,887	6,873,361	3,012,227	4,740,158	2,942,202	28,107,835
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) ..						12,977,032
6	Public support. Subtract line 5 from line 4.						15,130,803

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
7	Amounts from line 4..	10,539,887	6,873,361	3,012,227	4,740,158	2,942,202	28,107,835
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	657,453	502,713	754,072	1,223,496	1,265,371	4,403,105
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..	985,644	1,095,602	1,255,695	1,318,415	1,401,287	6,056,643
11	Total support. Add lines 7 through 10						38,567,583

Gross receipts from related activities, etc. (see instructions) ..................

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2023 (line 6, column (f) divided by line 11, column (f)) .........

39.230 %

Public support percentage for 2022 Schedule A, Part II, line 14 ...............

40.010 %

16a

33 1/3% support test—2023. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2022. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

10%-facts-and-circumstances test—2022. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990) 2023

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
9	Amounts from line 6...
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.
11	Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2023 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2022 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2023 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2022 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests-2023. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3 % support tests—2022. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990) 2023

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990) 2023

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described on 11a above?

11b

A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer lines 3a and 3b below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990) 2023

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by 0.035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990) 2023

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2023 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2023	(iii) Distributable Amount for 2023
1 Distributable amount for 2023 from Section C, line 6
2 Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2023:
a From 2018.......
b From 2019.......
c From 2020.......
d From 2021.......
e From 2022.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2023 distributable amount
i Carryover from 2018 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2023 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2023 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2023, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2023. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2024. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2019.....
b Excess from 2020.....
c Excess from 2021.....
d Excess from 2022.....
e Excess from 2023.....

Schedule A (Form 990) (2023)

Schedule A (Form 990) 2023

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation

Schedule A (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Name of the organization

COMMUNITY FOUNDATION SERVING WESTERN
VIRGINIA

Employer identification number

54-1959458

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990) (2023)

Schedule B (Form 990) (2023) Page 2

Name of organization COMMUNITY FOUNDATION SERVING WESTERN VIRGINIA

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)

Schedule B (Form 990) (2023)

Page 3

Name of organization COMMUNITY FOUNDATION SERVING WESTERN VIRGINIA		Employer identification number 54-1959458

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (2023)

Schedule B (Form 990) (2023)

Page 4


Name of organization COMMUNITY FOUNDATION SERVING WESTERN VIRGINIA			Employer identification number 54-1959458
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990) (2023)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
right arrow

Attach to Form 990.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2022

Open to Public Inspection

Name of the organization

COMMUNITY FOUNDATION SERVING WESTERN
VIRGINIA

Employer identification number

54-1959458

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........	118	30
2	Aggregate value of contributions to (during year)	1,230,300	173,955
3	Aggregate value of grants from (during year)	1,173,253	78,280
4	Aggregate value at end of year ........	23,594,054	2,485,130

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after July 25, 2006, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow

Number of states where property subject to conservation easement is located right arrow

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... right arrow

(ii)

Assets included in Form 990, Part X ............................... right arrow

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... right arrow

Assets included in Form 990, Part X ............................... right arrow

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2022

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....
b	Contributions ...
c	Net investment earnings, gains, and losses
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....
g	End of year balance ......

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment right arrow

Permanent endowment right arrow

Term endowment right arrow

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....
b	Buildings ....
c	Leasehold improvements
d	Equipment ....	277,694	230,301	47,393
e	Other .....
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				47,393

Schedule D (Form 990) 2022

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3) Other (A) LIMITED PARTNERSHIP INVESTMENTS	35,739,040	F
(B) CASH EQUIVALENTS AND ACCRUED INCOME	5,775,128	F
(C) GOVERNMENT BONDS	3,478,596	F
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)	44,992,764

Part VIII

Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
AGENCY FUNDS	4,247,568
CHARITABLE GIFT ANNUITY PAYMENTS	110,035
OPERATING LEASE LIABILITY	156,357






Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	4,513,960
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2022

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	18,056,185
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	9,840,417
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ...........	2d
e	Add lines 2a through 2d .....................			2e	9,840,417
3	Subtract line 2e from line 1..................			3	8,215,768
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................			4c	0
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	8,215,768

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........		1	7,333,698
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ...........	2d
e	Add lines 2a through 2d....................		2e	0
3	Subtract line 2e from line 1...................		3	7,333,698
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b.....................		4c	0
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......		5	7,333,698

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference

Explanation

PART X, LINE 2:

THE FOUNDATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND THE TAX STATUTES OF THE COMMONWEALTH OF VIRGINIA; ACCORDINGLY, THE ACCOMPANYING FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION OR LIABILITY FOR FEDERAL AND STATE INCOME TAXES. THE FOUNDATION HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF JUNE 30, 2024. THE FOUNDATION IS NOT CATEGORIZED AS A PRIVATE FOUNDATION AND HAS NO UNRELATED BUSINESS INCOME SUBJECT TO FEDERAL OR STATE INCOME TAX UNDER SECTION 511 OF THE IRC.

Schedule D (Form 990) 2022

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE F(Form 990)

Department of the Treasury
Internal Revenue Service

Statement of Activities Outside the United States

Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16. Right arrow

Attach to Form 990. Right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization
COMMUNITY FOUNDATION SERVING WESTERN
VIRGINIA

Employer identification number

54-1959458

Part I

General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.

For grantmakers. Does the organization maintain records to substantiate the amount of its grants and

other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used

to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.

Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)

(a) Region		(b) Number of offices in the region	(c) Number of employees, agents, and independent contractors in the region	(d) Activities conducted in region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region)	(f) Total expenditures for and investments in the region
	EUROPE	0	0	VARIOUS INDIRECT PARTNERSHIP INTERESTS	30,018
















3a	Sub-total ....	0	0		30,018
b	Total from continuation sheets to Part I ...	0	0		0
c	Totals (add lines 3a and 3b)	0	0		30,018

For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2023

Schedule F (Form 990) 2023

Page 2

Part II

Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.

1 (a) Name of organization		(b) IRS code section and EIN (if applicable)	(c) Region	(d) Purpose of grant	(e) Amount of cash grant	(f) Manner of cash disbursement	(g) Amount of noncash assistance	(h) Description of noncash assistance	(i) Method of valuation (book, FMV, appraisal, other)

2	Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......
3	Enter total number of other organizations or entities .......................

Schedule F (Form 990) 2023

Schedule F (Form 990) 2023Page 3

Part III

Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.

Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance		(b) Region	(c) Number of recipients	(d) Amount of cash grant	(e) Manner of cash disbursement	(f) Amount of noncash assistance	(g) Description of noncash assistance	(h) Method of valuation (book, FMV, appraisal, other)

Schedule F (Form 990) 2023

Page 4

Part IV

Foreign Forms

Schedule F (Form 990) 2023

Page 5

Part V

Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.

ReturnReference	Explanation

Schedule F (Form 990) 2023

Additional Data

Software ID:
Software Version:

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Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule I
(Form 990)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization
COMMUNITY FOUNDATION SERVING WESTERN
VIRGINIA

Employer identification number
54-1959458

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient

that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC section (if applicable)	(d) Amount of cash grant	(h) Purpose of grant or assistance
(1) ADULT CARE CENTER OF ROANOKE VALLEY 2321 ROANOKE BLVD SALEM,VA241536456	54-1235000	501(C)(3)	78,754	TO SUPPORT THE NEEDS OF ELDERLY CLIENTS, TO SUPPORT THE SUE NUTTER SCHOLARSHIP FUND PER THE PROJECT BUDGET, FOR GENERAL PURPOSES
(2) AGRARIAN LAND TRUST - SOUTHWEST VIRGINIA AGRARIAN COMMONS PO BOX 86362 PORTLAND,OR97286	47-5508054	501(C)(3)	6,000	FOR GENERAL PURPOSES
(3) AMERICAN RED CROSS ROANOKE VALLEY CHAPTER 352 CHURCH AVE SW ROANOKE,VA240165098	53-0196605	501(C)(3)	19,700	FOR GENERAL PURPOSES
(4) AMERICAN SOCIETY FOR TECHNION 8311 AQUEDUCT ROAD ROCKVILLE,MD20854	13-0434195	501(C)(3)	5,518	ANNUAL DISTRIBUTION FROM THE FUND
(5) APPALACHIAN SCHOOL OF LAW 1169 EDGEWATER DRIVE GRUNDY,VA24614	54-1743079	501(C)(3)	6,000	VICTOR A. AND LOUISE R. LESTER EDUCATIONAL FUND :: SPRINKLE, MS. FAITH
(6) APPLE RIDGE FARM INC PO BOX 13463 ROANOKE,VA24034	54-1409250	501(C)(3)	18,065	FOR GENERAL PURPOSES, SUMMER CAMP, ANNUAL DISTRIBUTION FROM FUND
(7) ASK CHILDHOOD CANCER FOUNDATION 5211 W BROAD STREET STE 100 RICHMOND,VA23230	51-0173669	501(C)(3)	5,190	TO PROVIDE FINANCIAL ASSISTANCE TO CHILDREN AND THEIR FAMILIES (LIVING IN THE FOUNDATION'S SERVICE AREA) WHO ARE IN ACTIVE TREATMENT
(8) AVERETT UNIVERSITY BUSINESS OFFICE DANVILLE,VA24541	54-0129860	501(C)(3)	28,000	EDUCATIONAL FUNDS AND SCHOLARSHIPS
(9) BASSETT COMMUNITY CENTER CO BASSETT FURNITURE COMPANY PO BOX 626 BASSETT,VA24055	54-6025364	501(C)(3)	10,000	FOR GENERAL PURPOSES
(10) BEDFORD COMMUNITY CHRISTMAS STATION INC PO BOX 1353 BEDFORD,VA24523	42-1710753	501(C)(3)	40,000	FOR GENERAL PURPOSES
(11) BENT MOUNTAIN VOLUNTEER FIRE DEPARTMENT 9606 BENT MOUNTAIN ROAD BENT MOUNTAIN,VA24059	47-2243237	501(C)(3)	25,740	TO COMPLETE THE PURCHASE OF A GENESIS SC240 CUTTER TOOL AND SPREADER PER THE PROJECT BUDGET
(12) BEYOND BOUNDARIES 3904 PATTERSON AVE RICHMOND,VA23221	47-1935834	501(C)(3)	20,000	TO SUPPORT PROGRAMMING IN THE ROANOKE VALLEY PER THE PROJECT BUDGET
(13) BLUE RIDGE LAND CONSERVANCY THE LEMON HOUSE ROANOKE,VA24016	31-0496895	501(C)(3)	27,390	FOR GENERAL PURPOSES
(14) BLUE RIDGE LITERACY 706 SOUTH JEFFERSON STREET ROANOKE,VA24016	54-1377063	501(C)(3)	10,200	FOR GENERAL PURPOSES
(15) BLUE RIDGE REGIONAL LIBRARY FOUNDATION PO BOX 5264 MARTINSVILLE,VA24115	46-4783640	501(C)(3)	16,060	BASSETT EXPANSION, DESIGNATED TO THE BLUE RIDGE REGIONAL LIBRARY IN MARTINSVILLE AND EXPANSION CAMPAIGN
(16) BOTETOURT RESOURCE CENTER PO BOX 153 BUCHANAN,VA24066	46-5054516	501(C)(3)	40,525	TO PROVIDE SERVICES TO OLDER ADULTS PER THE PROJECT BUDGET
(17) BOY SCOUTS OF AMERICA BLUE RIDGE MOUNTAINS COUNCIL PO BOX 7606 ROANOKE,VA240190606	54-0912706	501(C)(3)	9,487	FOR GENERAL PURPOSES, CATAWBA DISTRICT, SCOUTREACH PROGRAM, PATRICK HENRY DISTRICT
(18) BOYS & GIRLS CLUBS OF SOUTHWEST VIRGINIA 1714 9TH STREET SE ROANOKE,VA24013	54-1867366	501(C)(3)	13,000	FOR GENERAL PURPOSES
(19) BOYS & GIRLS CLUBS OF THE BLUE RIDGE 311 E CHURCH ST MARTINSVILLE,VA241122927	26-3166453	501(C)(3)	23,000	FOR GENERAL PURPOSES, STUDENT PERFORMANCE AT CARNEGIE HALL, ANNUAL GIVING
(20) BRADLEY FREE CLINIC 1240 3RD STREET SW ROANOKE,VA240164612	23-7380491	501(C)(3)	44,418	FOR GENERAL PURPOSES, HOPE INITIATIVE
(21) BRIDGEWATER COLLEGE ATTN ADVANCEMENT OFFICE BRIDGEWATER,VA22812	54-0506306	501(C)(3)	7,575	MISC. SCHOLARSHIP FUNDS
(22) BROAD STREET CHRISTIAN CHURCH 106 BROAD STREET MARTINSVILLE,VA24112	54-0662757	CHURCH	28,133	FOR GENERAL PURPOSES, MAINTENANCE, ANNUAL GIVING
(23) CARDINAL PRODUCTIONS INC PO BOX 4455 ROANOKE,VA24015	87-1532828	501(C)(3)	5,200	FOR GENERAL PURPOSES
(24) CARILION CLINIC FOUNDATION PO BOX 12187 ROANOKE,VA24023	54-1190773	501(C)(3)	10,259	FOR GENERAL PURPOSES, ROANOKE ANNUAL MEETING WISH LIST GRANT, CARILION HOSPICE, CARILION CHILDREN'S OR CANCER CENTER
(25) CARLISLE SCHOOL PO BOX 5388 MARTINSVILLE,VA24115	54-0841622	SCHOOL	10,500	ANNUAL GIVING
(26) CENTER FOR NONPROFIT EXCELLENCE 1701-A ALLIED STREET CHARLOTTESVILLE,VA22903	20-3412827	501(C)(3)	7,100	TO PROVIDE SIX 2-HOUR WORKSHOPS ON AGREED UPON DATES AND COVERING NON-PROFIT EDUCATION TOPICS OUTLINED IN CONTRACT
(27) CENTER IN THE SQUARE 1 MARKET SQUARE SE ROANOKE,VA24011	51-0238900	501(C)(3)	34,483	FOR GENERAL PURPOSES
(28) CHARITY LEAGUE OF MARTINSVILLE & HENRY COUNTY PO BOX 3613 MARTINSVILLE,VA241153613	51-0246455	501(C)(3)	15,900	ANNUAL GRANT DISTRIBUTION FROM THE FUND, SUSTAINER FUND
(29) CHILD HEALTH INVESTMENT PARTNERSHIP OF ROANOKE VALLEY 1201 3RD STREET SW ROANOKE,VA24016	54-1566451	501(C)(3)	31,972	FOR GENERAL PURPOSES, TO PURCHASE BOOKS FOR UNDERPRIVILEDGED CHILDREN IN THE ROANOKE VALLEY, RENOVATIONS, UNDERWRITING COSTS FOR REGISTERED NURSES AND FAMILY CASE MANAGERS
(30) CHILDREN'S ASSISTIVE TECHNOLOGY SERVICE 12801 MONETA ROAD MONETA,VA24121	46-4866068	501(C)(3)	9,000	TO SUPPORT THE REPAIR AND REUSE PROGRAM FOR CHILDREN UNDER THE AGE OF SIX, PROVIDE ASSISTIVE EQUIPMENT FOR CHILDREN
(31) CHILDREN'S TRUST ROANOKE VALLEY 4519 BRAMBLETON AVE STE 100 ROANOKE,VA24018	51-0235891	501(C)(3)	21,900	FOR GENERAL PURPOSES, DONOR PERFECT, GOLDEN HALO AWARDS, CLARINE SPETZLER FUND FOR CASA
(32) CHRIST EPISCOPAL CHURCH 311 EAST CHURCH STREET MARTINSVILLE,VA24112	54-0553801	CHURCH	19,870	YEAR END GIFT TO HELP WITH GENERAL OPERATIONAL COSTS, GIFT FROM CLAYTOR FAMILY, ANNUAL DISTRIBUTION
(33) CHRISTENDOM COLLEGE 134 CHRISTENDOM DRIVE FRONT ROYAL,VA22630	54-1031437	501(C)(3)	16,390	FOR GENERAL PURPOSES
(34) COLLEGE OF WILLIAM AND MARY STUDENT ACCOUNTS WILLIAMSBURG,VA231878795	54-0734117	501(C)(3)	19,500	MISC. SCHOLARSHIP FUNDS
(35) COMMUNITY CHRISTMAS STORE PO BOX 616 SALEM,VA24153	54-1687089	501(C)(3)	10,000	MISC. SUPPLIES FOR CHILDREN, INFANTS AND THE ELDERLY
(36) CRAIG COUNTY HISTORICAL SOCIETY PO BOX 206 NEW CASTLE,VA24127	52-1257771	501(C)(3)	5,250	FOR GENERAL PURPOSES
(37) CRAIG COUNTY YOUTH & COMMUNITY SERVICES BOARD 267 MOUNTAIN MEADOW LANE NEW CASTLE,VA241270267	54-1809413	501(C)(3)	25,000	TO BUILD A COMMUNITY PAVILION AT THE FIELD OF DREAMS COMPLEX PER THE PROJECT BUDGET
(38) DAN RIVER BASIN ASSOCIATION 3300 KINGS MOUNTAIN ROAD MARTINSVILLE,VA24112	56-2275695	501(C)(3)	10,150	FOR GENERAL PURPOSES AND SUPPLIES FOR BASSETT WATER SHED PROJECT
(39) DEPAUL COMMUNITY RESOURCES 5650 HOLLINS ROAD ROANOKE,VA24019	54-1108079	501(C)(3)	16,500	TO FACILITATE ANIMAL-ASSISTED THERAPY FOR YOUTH AND FAMILIES, INDEPENDENT LIVING APARTMENT, KINSHIP CARE PROGRAM
(40) DISABILITY RIGHTS AND RESOURCE CENTER INC 300 PELL AVE STE A ROCKY MOUNT,VA241511182	46-4717917	501(C)(3)	13,000	TO PROVIDE HOME MODIFICATIONS FOR OLDER ADULTS PER THE PROJECT BUDGET
(41) DUKE UNIVERSITY BOX 90581 DURHAM,NC27708	56-0532129	501(C)(3)	6,200	EDUCATIONAL FUNDS, DUKE CHAPEL AND UNIVERSITY LIBRARY
(42) EARTHJUSTICE 50 CALIFORNIA ST STE 500 SAN FRANCISCO,CA94111	94-1730465	501(C)(3)	6,982	ANNUAL GRANT DISTRIBUTION FROM THE FUND
(43) EDWARD VIA COLLEGE OF OSTEOPATHIC MEDICINE 2265 KRAFT DRIVE BLACKSBURG,VA240606360	54-2052107	501(C)(3)	12,000	FOR GENERAL PURPOSES
(44) EDWARDS ADULT DAY CARE CENTER 431 COMMONWEALTH BLVD MARTINSVILLE,VA24112	54-1491588	501(C)(3)	9,600	FOR GENERAL PURPOSES, EQUIPMENT, MARTINSVILLE ANNUAL MEETING WISH LIST GRANT
(45) EMORY & HENRY COLLEGE P O BOX 947 EMORY,VA24327	54-0505892	501(C)(3)	16,500	MISC. SCHOLARSHIP AND EDUCATIONAL FUNDS
(46) FAMILY PROMISE OF GREATER ROANOKE 631 ABNEY ROAD ROANOKE,VA24012	54-1868833	501(C)(3)	9,460	FOR GENERAL PURPOSES, TO SUPPORT THE CASE MANAGEMENT PROGRAM, 16-WEEK POVERTY PROGRAM
(47) FAMILY SERVICE OF ROANOKE VALLEY 360 CAMPBELL AVE SW ROANOKE,VA24016	54-0505946	501(C)(3)	12,339	FOR GENERAL PURPOSES
(48) FEEDING SOUTHWEST VIRGINIA 1025 ELECTRIC ROAD SALEM,VA241536437	54-1939556	501(C)(3)	31,750	FOR GENERAL PURPOSES, TO SUPPORT THE COMMUNITY SOLUTIONS CENTER
(49) FERRUM COLLEGE PO BOX 1000 FERRUM,VA24088	54-0506457	501(C)(3)	44,500	MISC. EDUCATIONAL FUNDS
(50) FIRST BAPTIST CHURCH OF MARTINSVILLE 23 STARLING AVE MARTINSVILLE,VA241122921	54-0620875	CHURCH	60,000	FOR GENERAL PURPOSES
(51) FIRST BAPTIST CHURCH OF ROANOKE 321 MARSHALL AVE SW ROANOKE,VA24016		CHURCH	10,000	FOR GENERAL PURPOSES
(52) FLOYD CENTER FOR THE ARTS INC 220 PARKWAY LANE SOUTH FLOYD,VA24091	54-1750001	501(C)(3)	15,000	TO PURCHASE A FIRE ALARM CONTROL PANEL AND BURGLER ALARM SYSTEM PER THE PROJECT BUDGET
(53) FLOYD COUNTY VOLUNTEER FIRE DEPARTMENT - STATION 3 1710 KINGS STORE ROAD CHECK,VA24072	51-0214464	501(C)(3)	9,700	TO PURCHASE TWO POSITIVE PRESSURE FANS PER THE PROJECT BUDGET
(54) FOUNDATION FOR REHABILITATION EQUIPMENT AND ENDOWMENT PO BOX 8873 ROANOKE,VA24014	54-1934695	501(C)(3)	46,500	TO SUPPORT DIRECT SERVICES TO THE ELDERLY PER THE PROJECT BUDGET, FOR GENERAL PURPOSES, TO PURCHASE EQUIPMENT FOR CLIENTS
(55) FRANKLIN COUNTY HUMANE SOCIETY INC 18401 VIRGIL H GOODE HIGHWAY ROCKY MOUNT,VA24151	52-1256009	501(C)(3)	12,500	FOR GENERAL PURPOSES, TO PROVIDE 150 CAT SPAY/NEUTERS, RABIES VACCINATIONS, AND EAR TIPS FOR FREE ROAMING CATS PER THE PROJECT BUDGET
(56) FREE CLINIC OF FRANKLIN COUNTY PO BOX 764 ROCKY MOUNT,VA24151	54-1634138	501(C)(3)	72,840	TO SUPPORT THE COSTS OF A NURSE PRACTITIONER PER THE PROJECT BUDGET, 60 LAB PANEL TESTS, TO SUPPORT PRESCRIPTION MEDICATION ASSISTANCE PROGRAM, GENERAL PURPOSES
(57) FRIENDS OF INFINITY ACRES RANCH 136 JOPPA ROAD RIDGEWAY,VA241484242	47-2390562	501(C)(3)	20,000	TO SUPPORT THE FARM UTILITY VEHICLE NEEDED FOR ANIMAL CARE PER THE PROGRAM BUDGET
(58) FRIENDS OF RCACP PO BOX 7858 ROANOKE,VA24019	83-1256243	501(C)(3)	9,480	TO OFFER FREE/LOW COST SPAY/NEUTER CLINICS FOR RESIDENTS IN ROANOKE CITY, ROANOKE COUNTY, VINTON, AND BOTETOURT COUNTY PER THE PROJECT BUDGET
(59) GEORGE MASON UNIVERSITY CASHIERS OFFICE - MS 2E1 FAIRFAX,VA22030	54-1603842	501(C)(3)	13,100	MISC. SCHOLARSHIP FUNDS
(60) GIRLS ON THE RUN CENTRAL VIRGINIA AND BLUE RIDGE 1713 12TH STREET LYNCHBURG,VA24501	26-2858200	501(C)(3)	7,500	TO SUPPORT PROGRAMMING IN ROANOKE CITY SCHOOLS PER THE PROJECT BUDGET
(61) GOOD SAMARITAN HOSPICE INC 4751 COVE ROAD NW ROANOKE,VA24017	54-1608259	501(C)(3)	260,294	FOR GENERAL PURPOSES, HOSPICE HOSPITAL PROJECT, GIVEN IN HONOR OF RAYMOND S. WILLIAMS, TO SUPPORT GOOD SAMARITAN CENTER FOR CARING CAPITAL CAMPAIGN, FOR PLEDGES
(62) GOODWILL INDUSTRIES OF THE VALLEYS P O BOX 6159 ROANOKE,VA24017	54-0884014	501(C)(3)	50,000	TO SUPPORT THE MELROSE PLAZA CAMPAIGN PER THE PROJECT BUDGET
(63) GOUCHER COLLEGE DEVELOPMENT OFFICE BALTIMORE,MD212042794	52-0591613	501(C)(3)	6,898	ANNUAL DISTRIBUTION FROM THE FUND
(64) GRACE NETWORK OF MARTINSVILLE & HENRY CO INC PO BOX 3902 MARTINSVILLE,VA24115	20-3111703	501(C)(3)	11,730	TO SUPPORT THE FOOD PANTRY PER THE PROJECT BUDGET, FOR GENERAL PURPOSES
(65) HABITAT FOR HUMANITY OF FRANKLIN COUNTY PO BOX 834 ROCKY MOUNT,VA24151	54-1723239	501(C)(3)	8,500	TO COMPLETE AN AUDIT PER THE PROJECT BUDGET
(66) HARRISON MUSEUM OF AFRICAN AMERICAN CULTURE PO BOX 12544 ROANOKE,VA24026	52-1417831	501(C)(3)	5,500	FOR GENERAL PURPOSES
(67) HEALING STRIDES OF VA PO BOX 456 BOONES MILL,VA24065	54-1594325	501(C)(3)	10,085	FOR GENERAL PURPOSES, TO PROVIDE INDIVIDUALS AND FAMILIES WITH EQUINE THERAPY SESSIONS PER THE PROJECT BUDGET
(68) HIGH POINT UNIVERSITY 833 MONTLIEU AVE HIGH POINT,NC27262	56-0529999	501(C)(3)	6,000	JOEL AND ELIZABETH HALL EDUCATIONAL FUND :: HUNDLEY, ALLYSON MARIE
(69) HISTORICAL SOCIETY OF WESTERN VIRGINIA P O BOX 1904 ROANOKE,VA24008	54-0718794	501(C)(3)	8,940	TO SUPPORT THE CRYSTAL SPRING PUMP STATION, KEGLEY PUBLICATION FUND, GENERAL PURPOSES
(70) HOLLINS UNIVERSITY BOX 9629 ROANOKE,VA24020	54-0506314	501(C)(3)	11,000	FOR GENERAL PURPOSES; FOR HOLLINS FUND - DEBRA C. MEADE AND HAZEL L. BERNARD, '76
(71) HOPETREE FAMILY SERVICES PO BOX 849 SALEM,VA24153	54-0515739	501(C)(3)	19,060	FOR GENERAL PURPOSES, TO HELP PURCHASE GENERATORS FOR ITS GROUP HOMES IN MARTINSVILLE PER THE PROJECT BUDGET
(72) HUDDLE UP MOMS 2402 STANLEY AVE SE ROANOKE,VA24014	84-5074284	501(C)(3)	12,400	TO PAY FOR FINANCIAL SOFTWARE, DONOR MANAGEMENT SOFTWARE, AND LAPTOP PER THE PROJECT BUDGET; FORMULA AND OTHER NECESSARY BABY ITEMS; GENERAL PURPOSES
(73) JAMES MADISON UNIVERSITY 738 SOUTH MASON STREET ROOM 5100 HARRISONBURG,VA22807	23-7156305	501(C)(3)	22,800	MISC. SCHOLARSHIP FUNDS
(74) JEFFERSON CENTER FOUNDATION 541 LUCK AVE SUITE 221 ROANOKE,VA240165055	62-1392982	501(C)(3)	6,578	FOR GENERAL PURPOSES
(75) KUUMBA COMMUNITY HEALTH & WELLNESS CENTER INC DBA NEW HORIZONS HEALTHC 3716 MELROSE AVE ROANOKE,VA24017	54-1937835	501(C)(3)	24,600	TO PURCHASE TWO PORTABLE X-RAY UNITS AND ONE STERILIZING AUTOCLAVE MACHINE FOR THE DENTAL CLINIC PER THE PROJECT BUDGET; GENERAL PURPOSES
(76) LIBERTY UNIVERSITY STUDENT ACCOUNTS LYNCHBURG,VA24502	54-0946734	501(C)(3)	23,243	MISC. SCHOLARSHIPS AND EDUCATIONAL FUNDS
(77) LINCOLN MEMORIAL UNIVERSITY - KNOXVILLE 9737 COGDILL ROAD KNOXVILLE,TN37932	06-0479542	501(C)(3)	13,000	RANGELEY EDUCATIONAL FUND :: MITCHELL, MISS HANNAH GRACE
(78) LIVING TONGUES INSTITUTE FOR ENDANGERED LANGUAGES 4676 COMMERCIAL ST SE 454 SALEM,OR97302	41-2183857	501(C)(3)	8,888	FOR GREG ANDERSON'S NOBLE EFFORTS!
(79) LOCAL ENVIRONMENTAL AGRICULTURE PROJECT PO BOX 3249 ROANOKE,VA24015	27-1050909	501(C)(3)	46,200	TO SUPPORT MOBILE MARKET FOR OLDER ADULTS PER PROJECT BUDGET; TO SUPPORT LEAP; FOR GENERAL PURPOSES
(80) LOCAL OFFICE ON AGING PO BOX 14205 ROANOKE,VA24038	54-0916248	501(C)(3)	126,870	FOR GENERAL PURPOSES AND TO SUPPORT MISC. PROGRAMS
(81) LONGWOOD UNIVERSITY OFFICE OF DEVELOPMENT FARMVILLE,VA23909	54-6001788	501(C)(3)	8,600	MISC. EDUCATIONAL FUNDS AND SCHOLARSHIPS
(82) LUTHERAN FAMILY SERVICES OF VIRGINIA DBA ENCIRCLE 2609 MCVITTY ROAD ROANOKE,VA240183513	54-1222012	501(C)(3)	18,440	TO ADDRESS IMPORTANT NEEDS OF THE MINNICK EDUCATION CENTER IN ROANOKE WHICH CANNOT BE MET THROUGH OTHER FUNDS
(83) MARC WORKSHOP INC PO BOX 3749 MARTINSVILLE,VA24115	54-0848363	501(C)(3)	12,100	FOR GENERAL PURPOSES AND TO SUPPORT THE SCHOLARSHIP FUND PER THE PROJECT BUDGET
(84) MARTINSVILLE CITY SCHOOLS PO BOX 5548 MARTINSVILLE,VA24115	51-0196237	SCHOOL	25,560	ANNUAL GRANT DISTRIBUTION FROM THE FUND
(85) MARTINSVILLE HENRY COUNTY CHAMBERS PARTNERSHIP FOR ECONOMIC GROWTH PO BOX 709 MARTINSVILLE,VA24114	54-1627126	501(C)(3)	20,000	FOR GENERAL PURPOSES, FOR LAKE LANIER
(86) MARTINSVILLE HENRY COUNTY ECONOMIC DEVELOPMENT CORPORATION PO BOX 631 MARTINSVILLE,VA241140631	11-3843016	501(C)(3)	25,000	DESIGNATED FOR THE ENGINEERING STUDY FOR THE EXTENSION OF THE DICK AND WILLIE TRAIL
(87) MARTINSVILLE-HENRY COUNTY FAMILY YMCA 3 STARLING AVE MARTINSVILLE,VA24112	54-0839746	501(C)(3)	33,650	FOR GENERAL PURPOSES, TREE OF GIFTS PROGRAM, AFTERSCHOOL CARE AND CAMP SCHOLARSHIPS, LEARN TO SWIM PROGRAM
(88) MILL MOUNTAIN THEATRE 1 MARKET SQUARE SE ROANOKE,VA24011	54-0792067	501(C)(3)	15,100	FOR GENERAL PURPOSES; IN HONOR OF VIC & SUE FOTI; SAFETY UPGRADES; ON THE FRINGE
(89) MILL MOUNTAIN ZOO PO BOX 8159 ROANOKE,VA24014	54-1030634	501(C)(3)	21,350	FOR GENERAL PURPOSES AND OPERATIONS
(90) NATIONAL D-DAY MEMORIAL FOUNDATION (THE) PO BOX 77 BEDFORD,VA245230077	54-1504679	501(C)(3)	9,630	FOR GENERAL PURPOSES AND YOUTH PROGRAM INITIATIVES
(91) NATIONAL WILDLIFE FEDERATION 11100 WILDLIFE CENTER DRIVE RESTON,VA20190	53-0204616	501(C)(3)	6,982	ANNUAL GRANT DISTRIBUTION FROM THE FUND
(92) NATURE CONSERVANCY 4245 NORTH FAIRFAX DRIVE ARLINGTON,VA222031606	53-0242652	501(C)(3)	24,372	FOR GENERAL PURPOSES
(93) NORFOLK STATE UNIVERSITY 700 PARK AVENUE NORFOLK,VA23504	51-0499918	501(C)(3)	7,000	MISC. EDUCATIONAL SCHOLARSHIPS
(94) NORTH CROSS SCHOOL 4254 COLONIAL AVE ROANOKE,VA240184009	54-0699572	SCHOOL	6,250	FOR GENERAL PURPOSES
(95) OAK LEVEL BAPTIST CHURCH 7720 OAK LEVEL ROAD BASSETT,VA24055	54-0949149	CHURCH	8,500	FOR GENERAL PURPOSES
(96) OHIO STATE UNIVERSITY PO BOX 183029 COLUMBUS,OH432183029	31-6025986	501(C)(3)	8,500	FOR MISC. EDUCATIONAL FUNDS AND SCHOLARSHIPS
(97) OLD DOMINION UNIVERSITY 1 OLD DOMINION UNIVERSITY NORFOLK,VA23529	54-6052014	501(C)(3)	32,600	FOR MISC. EDUCATIONAL FUNDS AND SCHOLARSHIPS
(98) OPERA ROANOKE 20 EAST CHURCH AVE ROANOKE,VA24011	51-0213334	501(C)(3)	7,320	FOR GENERAL PURPOSES, TO SUPPORT THE AMAHL AND THE NIGHT VISITORS PERFORMANCE PER THE PROJECT BUDGET
(99) PATHFINDERS FOR GREENWAYS PO BOX 8553 ROANOKE,VA24014	54-1860804	501(C)(3)	5,500	FOR GENERAL PURPOSES
(100) PATRICK HENRY ATHLETIC BOOSTERS ASSOCIATION 2102 GRANDIN ROAD ROANOKE,VA24015	54-6054540	501(C)(3)	7,500	HTTPS://PHGFG.WINSHARES.TECH/ PATRIOTS GOLF FOR GOOD PROGRAM
(101) PIEDMONT ARTS ASSOCIATION 215 STARLING AVENUE MARTINSVILLE,VA24112	51-0196237	501(C)(3)	88,300	FOR GENERAL PURPOSES, FOR GROWTH & RESTORATION CAMPAIGN
(102) PLANNED PARENTHOOD SOUTH ATLANTIC - ROANOKE 100 S BOYLAN AVE RALEIGH,NC27603	56-1282557	501(C)(3)	5,170	FOR GENERAL PURPOSES
(103) PLENTY 192 ELEPHANT CURVE RD NW FLOYD,VA240913596	46-4356623	501(C)(3)	6,650	FOR GENERAL PURPOSES, TO PURCHASE A WASHER/DRYER SET AND PANTRY COOLER PER PROJECT BUDGET
(104) PRESBYTERIAN COMMUNITY CENTER 1228 JAMISON AVE SE ROANOKE,VA24013	54-1610899	501(C)(3)	34,290	FOR GENERAL PURPOSES, FOR CAPITAL CAMPAIGN, TO SUPPORT THE PATHWAYS FOR YOUTH PROGRAM PER THE PROJECT BUDGET
(105) PRINCETON UNIVERSITY PO BOX 591 PRINCETON,NJ085420591	21-0634501	501(C)(3)	10,500	FOR MISC. EDUCATIONAL FUNDS AND SCHOLARSHIPS
(106) RADFORD UNIVERSITY PO BOX 6905 RADFORD,VA24142	23-7219782	501(C)(3)	74,200	FOR MISC. EDUCATIONAL FUNDS AND SCHOLARSHIPS
(107) RADFORD UNIVERSITY CARILION 101 ELM AVE SE ROANOKE,VA24013	23-7219782	501(C)(3)	13,900	FOR MISC. EDUCATIONAL FUNDS AND SCHOLARSHIPS
(108) RALEIGH COURT PRESBYTERIAN CHURCH 1837 GRANDIN ROAD SW ROANOKE,VA24015	54-1018745	CHURCH	10,154	FOR RESTRICTED MUSIC FUND, FOR HUNGER MISSION, FOR ANNUAL DISTRIBUTION FROM FUND
(109) RENOVATION ALLIANCE PO BOX 4532 ROANOKE,VA24015	54-1961045	501(C)(3)	53,000	TO PROVIDE CRITICAL HOME REPAIRS FOR OLDER ADULT HOMEOWNERS PER THE PROJECT BUDGET, ROANOKE ANNUAL MEETING WISH LIST GRANT, GENERAL PURPOSES
(110) RESCUE MISSION OF ROANOKE PO BOX 11525 ROANOKE,VA240221525	54-0573900	501(C)(3)	16,152	FOR GENERAL PURPOSES
(111) RESTORATION HOUSING 1116 MAIN STREET SUITE B ROANOKE,VA24015	47-1045682	501(C)(3)	25,250	TO SUPPORT THE PRE-DEVELOPMENT COSTS FOR THE TRINITY COMMONS REHABILITATION PROJECT PER THE PROJECT BUDGET, ROANOKE ANNUAL MEETING WISH LIST GRANT
(112) ROANOKE ADVENTIST CHRISTIAN SCHOOL 4120 CHALLENGER AVE ROANOKE,VA240126736	54-1267565	SCHOOL	5,300	ANNUAL GRANT DISTRIBUTION FROM THE FUND
(113) ROANOKE AREA MINISTRIES 824 CAMPBELL AVENUE SW ROANOKE,VA24016	51-0198976	501(C)(3)	26,578	TO PAY FOR COMPUTERS AND PRINTER/SCANNER PER THE PROJECT BUDGET, FOR GENERAL PURPOSES, GOOD NEIGHBORS FUND, CAPITAL CAMPAIGN, PROJECT HOPE
(114) ROANOKE ASYLUM-SEEKERS SUPPORT NETWORK 2046 KNOLLWOOD ROAD ROANOKE,VA24018	84-3596963	501(C)(3)	7,000	FOR GENERAL PURPOSES
(115) ROANOKE CITY PUBLIC SCHOOLS PO BOX 13145 ROANOKE,VA24031	54-6001570	SCHOOL	396,350	HURT PARK ELEMENTARY SCHOOL FOR GENERAL PURPOSES, START ON SUCCESS (SOS) PROGRAM, TO SUPPORT NEEDS OF VISUALLY IMPAIRED
(116) ROANOKE COLLEGE ADVANCEMENT OFFICE SALEM,VA24153	54-0505945	501(C)(3)	34,186	FOR MISC. EDUCATIONAL FUNDS AND SCHOLARSHIPS, ASSOCIATE'S SOCIETY, FINTEL LIBRARY, FOOTBALL PROGRAM COMMITMENT
(117) ROANOKE COUNTY FIRE & RESCUE 5925 COVE ROAD ROANOKE,VA24019	54-6001572	501(C)(3)	6,000	DESIGNATED TO MASONS COVE FIRE AND RESCUE STATION #10, HOLLINS FIRE AND RESCUE STATION #5, FORT LEWIS FIRE AND RESCUE STATION #9
(118) ROANOKE SYMPHONY ORCHESTRA 1125 1ST STREET ROANOKE,VA240164701	54-6019736	501(C)(3)	13,490	FOR GENERAL PURPOSES
(119) ROANOKE VALLEY SPCA 1340 BALDWIN AVE NE ROANOKE,VA24012	54-0679796	501(C)(3)	14,185	FOR GENERAL PURPOSES, TO SUPPORT THE COMPANION ANIMAL RELIEF FUND PER THE PROJECT BUDGET
(120) ROANOKE WOMEN'S FOUNDATION PO BOX 8976 ROANOKE,VA24014	32-0636004	501(C)(3)	5,340	FOR GENERAL PURPOSES, DESIGNATED FOR DOTSY CLIFTON'S 2024 MEMBERSHIP DUES AND RWF DUES
(121) SALEM ROANOKE COUNTY FOOD PANTRY PO BOX 288 SALEM,VA24153	54-1641990	501(C)(3)	5,650	TO SUPPORT THE SNACK BUDDIES PROGRAM PER THE PROJECT BUDGET, TO PURCHASE SUPPLIES, GENERAL SUPPORT
(122) SALEM AREA ECUMENICAL MINISTRIES PO BOX 737 SALEM,VA24153	46-1012344	501(C)(3)	10,000	TO PURCHASE A LAPTOP AND ACCESSORIES PER THE PROJECT BUDGET, TO SUPPORT SCHOOL FEEDING PROGRAM PER PROJECT BUDGET
(123) SALESIAN MISSIONS INC 2 LEFEVRE LANE NEW ROCHELLE,NY10801	80-0522035	501(C)(3)	14,309	ANNUAL DISTRIBUTION FROM THE FUND
(124) SHRINERS HOSPITAL FOR CHILDREN 2900 N ROCKY POINT DR TAMPA,FL336071460	04-2121377	501(C)(3)	16,490	FOR GENERAL PURPOSES, DESIGNATED FOR THE SHRINERS HOSPITAL FOR CHILDREN IN GREENVILLE, SC
(125) SOUTHERN AREA AGENCY ON AGING INC 204 CLEVELAND AVE MARTINSVILLE,VA241123715	54-1018745	501(C)(3)	54,780	TO SUPPORT THE VOUCHER PROGRAM PER THE PROJECT BUDGET, EMERGENCY SERVICES AND HOME MODIFICATION PROGRAMS, VOLUNTEER DRIVER PROGRAM
(126) SOUTHERN ENVIRONMENTAL LAW CENTER 120 GARRETT STREET STE 400 CHARLOTTESVILLE,VA229025065	52-1436778	501(C)(3)	10,000	FOR GENERAL PURPOSES
(127) SOUTHSIDE SURVIVOR RESPONSE CENTER INC PO BOX 352 MARTINSVILLE,VA241140352	54-1199987	501(C)(3)	16,500	FOR GENERAL PURPOSES, ESSENTIAL SERVICES AND SUPPORT, SHELTER AND ASSISTANCE TO DOMESTIC VIOLENCE VITIMS PER PROJECT BUDGET
(128) SOUTHWEST VIRGINIA WILDLIFE CENTER OF ROANOKE INC 5985 COLEMAN ROAD ROANOKE,VA24018	30-0882382	501(C)(3)	8,250	FOR GENERAL PURPOSES, TO SUPPORT THE EDUCATION PROGRAM AND TO PURCHASE SUPPLIES NEEDED FOR THE WILDLIFE REHABILITATION PROGRAM PER THE PROJECT BUDGET
(129) SPECIAL OLYMPICS VIRGINIA 1100-B SOUTH MAIN STREET BLACKSBURG,VA24060	54-1013637	501(C)(3)	8,000	FOR GENERAL PURPOSES, TO PURCHASE UNIFORMS, SPORTS EQUIPMENT, EVENT SUPPLIES, INCLUSION CAMPAIGN MATERIALS, AND YLC MATERIALS FOR THE LITTLE FEET MEET EVENT PER THE PROJECT BUDGET
(130) ST JOHN'S EPISCOPAL CHURCH PO BOX 257 ROANOKE,VA24002	54-0753318	CHURCH	10,800	$7,000 FOR 2024 GENERAL PURPOSES AND $2,500 FOR FRIDAYS ON THE CORNER, FOR COMMUNITY YOUTH PROGRAM, FOR GENERAL PURPOSES
(131) ST JUDE CHILDREN'S RESEARCH HOSPITAL 300 E MAIN STREET NORFOLK,VA23510	35-1044585	501(C)(3)	20,966	FOR GENERAL PURPOSES
(132) STEPPING STONE MISSION OF FRANKLIN COUNTY INC PO BOX 141 ROCKY MOUNT,VA241510141	20-3075565	501(C)(3)	10,100	TO PROVIDE MEALS TO THE NEEDY PER THE PROJECT BUDGET, FOR GENERAL PURPOSES
(133) STRAIGHT STREET P O BOX 11411 ROANOKE,VA240221411	54-1737028	501(C)(3)	14,230	FOR GENERAL PURPOSES; NIGHT OF HOPE - FREEDOM SPONSORSHIP; TO SUPPORT RESOURCES PROVIDED TO HOMELESS STUDENTS IN ROANOKE VALLEY SCHOOL SYSTEMS, SPECIFICALLY AIR MATTRESSES, SHEETS, CLOTHING, AND HYGIENE PRODUCTS
(134) TAUBMAN MUSEUM OF ART 110 SALEM AVENUE SE ROANOKE,VA24011	54-6026841	501(C)(3)	23,600	FOR GENERAL PURPOSES; $2,500 FOR THE ANNUAL FUND AND $2,500 FOR SPONSORSHIP OF THE SWOON BANNER EXHIBITION ON BEHALF OF DEBRA MEADE AND HAZEL BERNARD (WITH NO BENEFITS; UNDERWRITING ONLY)
(135) THE ALS ASSOCIATION 1300 WILSON BLVD ARLINGTON,VA22209	13-3271855	501(C)(3)	10,000	TO PROVIDE FINANCIAL ASSISTANCE AND MEDICAL EQUIPMENT/TECHNOLOGY FOR PEOPLE LIVING WITH ALS PER THE PROJECT BUDGET
(136) THE HUMBLE HUSTLE COMPANY 601 11TH STREET NW ROANOKE,VA24017	47-5266274	501(C)(3)	22,000	FOR GENERAL PURPOSES; TO SUPPORT THE COLLECTIVE, HUMBLE HIKES, AND PRETTY HUMBLE PROGRAMS PER THE PROJECT BUDGET
(137) THE SALVATION ARMY MARTINSVILLE SERVICE CENTER PO BOX 551 MARTINSVILLE,VA24114	58-0660607	501(C)(3)	10,000	FOR GENERAL PURPOSES; MARTINSVILLE ANNUAL MEETING WISH LIST GRANT - TO SUPPORT AND RESTOCK THE FOOD PANTRY
(138) THE SALVATION ARMY ROANOKE CORPS 603 S MEMORIAL DRIVE MARTINSVILLE,VA24112	58-0660607	501(C)(3)	89,315	FOR GENERAL PURPOSES; MARTINSVILLE SERVICE CENTER; TURNING POINT PROGRAM
(139) THE SIERRA CLUB FOUNDATION 85 SECOND STREET SUITE 750 SAN FRANCISCO,CA94105	94-6069890	501(C)(3)	6,982	DESIGNATED TO THE SIERRA CLUB VIRGINIA CHAPTER
(140) TOTAL ACTION FOR PROGRESS PO BOX 2868 ROANOKE,VA240012868	54-6057095	501(C)(3)	10,170	FOR GENERAL PURPOSES; ROANOKE ANNUAL MEETING WISH LIST GRANT; DESIGNATED FOR SUPER HERO KIDS PROGRAM
(141) TRINITY ECUMENICAL PARISH 40 LAKEMOUNT DRIVE MONETA,VA24121	54-1450770	501(C)(3)	6,000	ENVELOPE #289 FOR GENERAL PURPOSES
(142) UNION PRESBYTERIAN SEMINARY 3401 BROOK ROAD RICHMOND,VA23227	54-0506428	501(C)(3)	7,550	FOR GENERAL PURPOSES; TO BE USED FOR SCHOLARSHIPS TO THOSE ATTENDING SEMINARY
(143) UNITARIAN UNIVERSALIST CHURCH OF ROANOKE 2015 GRANDIN ROAD ROANOKE,VA24015		CHURCH	5,150	FOR 2023 GENERAL PURPOSES; TO ASSIST MEMBERS OF YOUTH GROUP ATTEND EITHER THE SOUTHEASTERN UNITARIAN UNIVERSALIST SUMMER INSTITUTE OR ANOTHER UU YOUTH CAMP
(144) UNITED WAY OF HENRY COUNTY & MARTINSVILLE INC PO BOX 951 MARTINSVILLE,VA241140951	54-0753318	501(C)(3)	16,000	FOR GENERAL PURPOSES
(145) UNITED WAY OF ROANOKE VALLEY INC 325 CAMPBELL AVENUE ROANOKE,VA24016	54-0535302	501(C)(3)	51,070	FOR GENERAL PURPOSES
(146) UNIVERSITY OF LYNCHBURG OFFICE OF FINANCIAL AID LYNCHBURG,VA24501	54-0505922	501(C)(3)	21,750	FOR MISC. EDUCATIONAL FUNDS AND SCHOLARSHIPS
(147) UNIVERSITY OF NORTH CAROLINA-CHAPEL HILL OFFICE OF SCHOLARSHIPS AND STUDENT AID CHAPEL HILL,NC27599	56-6001393	501(C)(3)	10,000	FOR MISC. EDUCATIONAL FUNDS AND SCHOLARSHIPS
(148) UNIVERSITY OF VIRGINIA STUDENT FINANCIAL SERVICES CHARLOTTESVILLE,VA229044204	54-1682176	501(C)(3)	102,875	FOR MISC. EDUCATIONAL FUNDS AND SCHOLARSHIPS
(149) VERGE 2200 KRAFT DRIVE BLACKSBURG,VA24060	46-2975294	501(C)(3)	10,000	DESIGNATED FOR THE 2024 TECH NIGHT AWARD
(150) VINTON AREA CHAMBER OF COMMERCE 118 E LEE AVENUE VINTON,VA24179	54-0543122	501(C)(3)	10,959	TO SUPPORT THE 2024 VINTON SENIOR EXPO PER THE PROJECT BUDGET; TO HELP SCHOOLS PAY FOR TRANSPORTATION TO VINTON CHRISTMAS PARADE
(151) VIRGINIA BREAST CANCER FOUNDATION 2821 EMERYWOOD PARKWAY RICHMOND,VA23294	54-1633519	501(C)(3)	23,000	TO SUPPORT BREAST CANCER DIAGNOSTIC FUND AND ROANOKE ANNUAL MEETING WISH LIST GRANT
(152) VIRGINIA COMMONWEALTH UNIVERSITY STUDENT FINANCIAL SERVICES RICHMOND,VA232843026	54-6001758	501(C)(3)	18,200	FOR MISC. EDUCATIONAL FUNDS AND SCHOLARSHIPS
(153) VIRGINIA HUNTERS WHO CARE INC PO BOX 304 BIG ISLAND,VA245260304	54-1650687	501(C)(3)	9,500	TO SUPPORT THE VENISON FOR THE HUNGRY PROGRAM PER THE PROJECT BUDGET; MARTINSVILLE ANNUAL MEETING WISH LIST GRANT
(154) VIRGINIA MUSEUM OF NATURAL HISTORY FOUNDATION 21 STARLING AVE MARTINSVILLE,VA24112	52-1356848	501(C)(3)	8,300	FOR GENERAL PURPOSES; TO PROVIDE FREE ADMISSION TO EBT CARD HOLDERS AND THEIR HOUSEHOLDS PER THE PROJECT BUDGET
(155) VIRGINIA MUSEUM OF TRANSPORTATION 303 NORFOLK AVE SW ROANOKE,VA24016	54-1027436	501(C)(3)	8,835	FOR GENERAL PURPOSES
(156) VIRGINIA OUTDOORS FOUNDATION 39 GARRETT STREET SUITE 200 WARRENTON,VA20186		501(C)(3)	7,232	FOR GENERAL PURPOSES
(157) VIRGINIA TECH STUDENT SERVICES BUILDING SUITE 150 BLACKSBURG,VA24061	54-0721690	501(C)(3)	132,980	FOR MISC. EDUCATIONAL FUNDS AND SCHOLARSHIPS
(158) VIRGINIA TECH FOUNDATION INC UNIVERSITY GATEWAY CENTER BLACKSBURG,VA24061	54-0721690	501(C)(3)	14,754	FOR WVTF MUSIC, HAHN HORTICULTURE GARDEN, SCHOLARSHIP FUNDS, PUBLIC RADIO, 4-H PROGRAMS, SCHOOL OF ENGINEERING, GERMAN CLUB ALUMNI FOUNDATION
(159) VIRGINIA WESTERN COMMUNITY COLLEGE EDUCATIONAL FOUNDATION INC 3093 COLONIAL AVE SW ROANOKE,VA24015	52-1200913	501(C)(3)	8,740	FOR GENERAL PURPOSES
(160) W E SKELTON 4-H EDUCATIONAL CONFERENCE CENTER 775 HERMITAGE RD WIRTZ,VA24184	54-0790881	501(C)(3)	8,000	TO PROVIDE CAMP SCHOLARSHIPS TO YOUTH, AGES 9-13, LOCATED IN THE CITY OF MARTINSVILLE AND THE COUNTIES OF HENRY AND PATRICK
(161) WARM HEARTH FOUNDATION 2387 WARM HEARTH DRIVE BLACKSBURG,VA24060	54-1639629	501(C)(3)	5,970	ANNUAL GRANT DISTRIBUTION FROM THE FUND
(162) WASHINGTON AND LEE UNIVERSITY DEVELOPMENT OFFICE LEXINGTON,VA24450	54-0505977	501(C)(3)	8,898	FOR GENERAL PURPOSES; MISC. SCHOLARSHIP FUNDS
(163) WEST END CENTER PO BOX 4562 ROANOKE,VA24015	54-1150320	501(C)(3)	62,149	FOR GENERAL PURPOSES; ROANOKE ANNUAL MEETING WISH LIST GRANT
(164) WESTMINSTER PRESBYTERIAN CHURCH OF AMERICA 2216 PETERS CREEK RD NW ROANOKE,VA24017		CHURCH	41,540	FOR GENERAL PURPOSES

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

176

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2023

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance	(b) Number of recipients	(c) Amount of cash grant	(d) Amount of noncash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of noncash assistance

(1)
(2)
(3)
(4)
(5)
(6)
(7)

Part IV

Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.

Return Reference	Explanation
PART 1, LINE 2:	LARGER GRANTS TYPICALLY HAVE A GRANT AGREEMENT LETTER THAT SPELLS OUT THE GRANTEE'S RESPONSIBILITIES ON USE OF THE GRANT, AND INTERIM AND FINAL GRANT REPORTS ARE REQUIRED. SITE VISITS ARE ALSO CONDUCTED PERIODICALLY BY STAFF. MORE MODEST GRANTS MAY NOT USE A GRANT AGREEMENT LETTER, BUT ARE STILL MONITORED VIA SITE VISITS AND A FINAL GRANT REPORT.

Schedule I (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic

Attach to Form 990.
medium right arrow graphic

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

COMMUNITY FOUNDATION SERVING WESTERN
VIRGINIA

Employer identification number

54-1959458

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? .............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2023

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1ALAN E RONK BOARD SECRETARY, PRESIDENT	(i) (ii)	217,515 ------------- 0	0 ------------- 0	0 ------------- 0	0 ------------- 0	0 ------------- 0	217,515 ------------- 0	0 ------------- 0

Schedule J (Form 990) 2023

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference	Explanation
PART I, LINE 3	THE PRESIDENT & CEO IS REVIEWED ANNUALLY BY THE BOARD CHAIR. THE BOARD CHAIR REPORTS RESULTS TO THE MANAGEMENT AND PERSONNEL COMMITTEE, WHICH DECIDE THE ANNUAL COMPENSATION PERCENTAGE INCREASE, IF APPLICABLE. THE MANAGEMENT AND PERSONNEL COMMITTEE CHAIR MAKE THE RECOMMENDATION TO THE FULL BOARD FOR APPROVAL AT A BOARD OF GOVERNORS MEETING.

Schedule J (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE M
(Form 990)

Department of the Treasury

Internal Revenue Service

Noncash Contributions

Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image

Attach to Form 990.
Right pointing arrow large image

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

COMMUNITY FOUNDATION SERVING WESTERN
VIRGINIA

Employer identification number

54-1959458

Part I

Types of Property

	(a) Check if applicable	(b) Number of contributions or items contributed	(c) Noncash contribution amounts reported on Form 990, Part VIII, line 1g	(d) Method of determining noncash contribution amounts
1 Art—Works of art ....
2 Art—Historical treasures .
3 Art—Fractional interests ..
4 Books and publications ..
5 Clothing and household goods .......
6 Cars and other vehicles ..
7 Boats and planes ....
8 Intellectual property ...
9 Securities—Publicly traded .	X	17	1,057,983	FMV OF THE STOCK
10 Securities—Closely held stock .
11 Securities—Partnership, LLC, or trust interests ....
12 Securities—Miscellaneous ..
13 Qualified conservation contribution—Historic structures .....
14 Qualified conservation contribution—Other ...
15 Real estate—Residential .
16 Real estate—Commercial ..
17 Real estate—Other ...
18 Collectibles .....
19 Food inventory ...
20 Drugs and medical supplies .
21 Taxidermy ......
22 Historical artifacts ....
23 Scientific specimens ..
24 Archeological artifacts ...
25 Other ( )
26 Other ( )
27 Other ( )
28 Other ( )

Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement

Yes

30a

During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which isn't required to be used for exempt purposes for the entire holding period? ...................

30a

If "Yes," describe the arrangement in Part II.

Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?

Yes

32a

Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash

contributions? ..........................

32a

If "Yes," describe in Part II.

If the organization didn't report an amount in column (c) for a type of property for which column (a) is checked,

describe in Part II.

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 51227J

Schedule M (Form 990) (2023)

Page 2

Part IISupplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.

Return Reference	Explanation

Schedule M (Form 990) (2023)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization

COMMUNITY FOUNDATION SERVING WESTERN
VIRGINIA

Employer identification number

54-1959458

Return Reference	Explanation
FORM 990, PART VI, SECTION B, LINE 11B	THE 990 IS PRESENTED TO THE BOARD OF GOVERNORS MEETING FOR REVIEW BEFORE FILING WITH THE IRS. COPIES ARE DISTRIBUTED AT THE MEETING TO THE ATTENDING BOARD MEMBERS.
FORM 990, PART VI, SECTION B, LINE 12C	EACH YEAR, EVERY STAFF AND BOARD MEMBER MUST COMPLETE AND SIGN A DISCLOSURE FORM STATING: PURSUANT TO THE FOUNDATION'S CONFLICT OF INTEREST POLICY, I AM DISCLOSING THE FOLLOWING AFFILIATIONS (INCLUDING THOSE OF MY IMMEDIATE FAMILY) WITH ANY PUBLIC CHARITABLE, EDUCATIONAL,OR OTHER ORGANIZATION ELIGIBLE FOR FOUNDATION GRANTS. FOR ANY ORGANIZATION LISTED BELOW, I UNDERSTAND THAT MY DUTIES AT THE FOUNDATION WILL EXCLUDE VOTING ON ANY GRANT OR OTHER ACTIVITY THAT MAY INVOLVE THE FOUNDATION AND SUCH ORGANIZATIONS. AFFILIATIONS DESCRIBED INCLUDE, WITHOUT LIMITATION, THOSE ARISING IN CONNECTION WITH A POSITION AS TRUSTEE, DIRECTOR, OR OTHER MEMBER OF A GOVERNING BOARD, OFFICER OR EMPLOYEE FOR ANY SUCH ORGANIZATION. EXCLUDED FROM THIS LISTING IS ANY AFFILIATION ARISING SOLELY OUT OF PAYMENT OF DUES FOR MEMBERSHIP OR OTHER MINIMAL CONTRIBUTIONS OF CASH OR PROPERTY.
FORM 990, PART VI, SECTION B, LINE 15	THE PRESIDENT & CEO REVIEWS EACH EMPLOYEE ANNUALLY AND REPORTS TO THE MANAGEMENT AND PERSONNEL COMMITTEE, WHICH DECIDE THE ANNUAL COMPENSATION PERCENTAGE INCREASE, IF APPLICABLE. THE MANAGEMENT AND PERSONNEL COMMITTEE CHAIR MAKE THE RECOMMENDATION TO THE FULL BOARD FOR APPROVAL AT A BOARD OF GOVERNORS MEETING. THE PRESIDENT & CEO IS REVIEWED ANNUALLY BY THE BOARD CHAIR. THE BOARD CHAIR REPORTS RESULTS TO THE MANAGEMENT AND PERSONNEL COMMITTEE, WHICH DECIDE THE ANNUAL COMPENSATION PERCENTAGE INCREASE, IF APPLICABLE. THE MANAGEMENT AND PERSONNEL COMMITTEE CHAIR MAKE THE RECOMMENDATION TO THE FULL BOARD FOR APPROVAL AT A BOARD OF GOVERNORS MEETING.
FORM 990, PART VI, SECTION C, LINE 19	THE POLICIES ARE AVAILABLE UPON INSPECTION AT THE OFFICE. FINANCIAL STATEMENTS ARE AVAILABLE ON THE WEBSITE.
PART XII, LINE 2C	THE PROCESS OF FINANCIAL STATEMENT REVIEW AND OVERSIGHT HAS NOT CHANGED FROM THE PRIOR YEAR.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) 2023

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: THE ORGANIZATION PROVIDES LEADERSHIP, RESOURCES, AND INSPIRATION FOR PHILANTHROPY.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	20
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	20
5	Total number of individuals employed in calendar year 2023 (Part V, line 2a) ......	5	8
6	Total number of volunteers (estimate if necessary) .............	6	21
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	-141,771
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	4,740,158	2,942,202
9	Program service revenue (Part VIII, line 2g) .........	1,318,415	1,401,287
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	4,502,198	3,872,279
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	0	0
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	10,560,771	8,215,768
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	3,923,653	4,202,715
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	918,519	987,145
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 181,971
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	2,059,544	2,143,838
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	6,901,716	7,333,698
19	Revenue less expenses. Subtract line 18 from line 12.......	3,659,055	882,070
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	112,179,116	122,989,535
21	Total liabilities (Part X, line 26).............	4,702,713	4,790,645
22	Net assets or fund balances. Subtract line 21 from line 20.....	107,476,403	118,198,890

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 4,202,715 including grants of $ 4,202,715 ) (Revenue $ )
	GRANT-MAKING AND CHARITABLE CONTRIBUTIONS AND ANNUITIES FOR COMMUNITY DEVELOPMENT. SEE SCHEDULE I FOR MORE DETAIL.

4b	(Code: ) (Expenses $ 413,645 including grants of $ ) (Revenue $ 1,401,287 )
	ADMINISTRATION OF FUNDS FOR GRANT-MAKING TO ENHANCE COMMUNITY DEVELOPMENT.

4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses4,616,360

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)			(D) Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(18) GRETHCHEN W BEEDLE........................................................................ BOARD MEMBER	0.20 .......................	X			0	0	0
(19) ELAINE MILAN CRONK........................................................................ BOARD MEMBER	0.20 .......................	X			0	0	0
(20) JOHN BLANTON........................................................................ BOARD MEMBER	0.20 .......................	X			0	0	0
(21) JULIANNE B NAFF........................................................................ BOARD MEMBER	0.20 .......................	X			0	0	0
(22) SARAH KELLEY........................................................................ CFO	40.00 .......................		X		102,094	0	0
(23) CARLY C OLIVER........................................................................ CHIEF OPERATING OFFICER	40.00 .......................			X	135,603	0	0

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	455,212	0	0

(A) Name and business address	(B) Description of services	(C) Compensation





2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 0

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d
e	Government grants (contributions)		1e

f	All other contributions, gifts, grants, and similar amounts not included above		1f	2,942,202

g	Noncash contributions included in lines 1a - 1f:$		1g	1,057,983

h Total. Add lines 1a-1f.......		2,942,202

		Business Code
2a	ADMINITRATIVE FEE INCOME	561000	1,401,287	1,401,287
b
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		1,401,287

3 Investment income (including dividends, interest, and othersimilar amounts) ......			1,265,371		-141,771	1,407,142
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
			(i) Real	(ii) Personal
6a	Gross rents	6a
b	Less: rental expenses	6b
c	Rental income or (loss)	6c
d	Net rental income or (loss).......
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a	2,606,908
b	Less: cost or other basis and sales expenses	7b	0
c	Gain or (loss)	7c	2,606,908
d	Net gain or (loss).........			2,606,908			2,606,908
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..

Business Code
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......
12	Total revenue. See instructions.....			8,215,768	1,401,287	-141,771	4,014,050

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	4,202,715	4,202,715
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	411,995	144,198	226,597	41,200
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........	383,796	134,329	211,088	38,379
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....
9	Other employee benefits .......	133,808	46,833	73,594	13,381
10	Payroll taxes ...........	57,546	20,141	31,650	5,755
11	Fees for services (non-employees):
a	Management ......	1,401,287		1,401,287
b	Legal .........
c	Accounting ...........	30,071	1,245	27,581	1,245
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	293,533		293,533
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)
12	Advertising and promotion ....	56,719	8,155		48,564
13	Office expenses .......	19,168	5,155	12,003	2,010
14	Information technology ......	82,233	23,465	52,064	6,704
15	Royalties ..
16	Occupancy ...........	114,372		114,372
17	Travel ............	3,386	1,185	1,862	339
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	15,255		15,255
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	20,151		20,151
23	Insurance ...	12,102	607	11,322	173
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	MISCELLANEOUS	43,619		34,795	8,824
b	COMMUNITY EVENTS	28,261	12,864		15,397
c	ANNUITY PAYMENTS	15,468	15,468
d	BAD DEBT	8,213		8,213
e	All other expenses
25	Total functional expenses. Add lines 1 through 24e	7,333,698	4,616,360	2,535,367	181,971
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........				1
2	Savings and temporary cash investments .........			2,642,018	2	2,447,896
3	Pledges and grants receivable, net ......			2,438,615	3	2,845,598
4	Accounts receivable, net .............				4
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........			113,978	7	84,199
8	Inventories for sale or use ............				8
9	Prepaid expenses and deferred charges ......			14,879	9	65,176
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	277,694
b	Less: accumulated depreciation	10b	230,301	271,666	10c	47,393
11	Investments—publicly traded securities .			63,925,328	11	72,352,825
12	Investments—other securities. See Part IV, line 11 .....			42,512,390	12	44,992,764
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........			260,242	15	153,684
16	Total assets. Add lines 1 through 15 (must equal line 33)...			112,179,116	16	122,989,535

17	Accounts payable and accrued expenses .....	47,235	17	60,185
18	Grants payable ...	384,000	18	216,500
19	Deferred revenue .........		19
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	4,271,478	25	4,513,960
26	Total liabilities. Add lines 17 through 25..	4,702,713	26	4,790,645

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	104,670,692	27	115,204,931
28	Net assets with donor restrictions ...........	2,805,711	28	2,993,959
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	107,476,403	32	118,198,890
33	Total liabilities and net assets/fund balances ........	112,179,116	33	122,989,535

1	Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
2	Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
3	Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
4	Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .	Yes	No
5	Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
6	Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No