Greater Lynchburg Community Trust 2013 Annual Report

Thanks for Giving The Greater Lynchburg Community Trust 2013 Annual Report

www.LynchburgTrust.org

Serving Our Communities Since 1972

The principal mission of The Community Trust is to enhance the quality of life in the communities served by establishment of permanent endowments for the city of Lynchburg and the counties of Amherst, Appomattox, Bedford and Campbell, with income distributed annually to charitable organizations within the community.

The

Greater Lynchburg Community Trust

The Greater Lynchburg Community Trust provides for the administration and the investment of gifts and bequests for the benefit of the city of Lynchburg and the counties of Amherst, Appomattox, Bedford, and Campbell. Needs served are broad in scope including human services to children, youth, the needy, and the elderly; education; health; the arts; and the humanities.

The Greater Lynchburg Community Trust exists to promote local philanthropy and to simplify the process of giving. The Trust receives and manages permanent gifts for the perpetual benefit of the Greater Lynchburg area.

President’s

The Greater Lynchburg Community Trust currently consists of 224 Special and Unrestricted Funds. Trust assets are managed by: SunTrust, BB&T, Bank of America, Wells Fargo, Flippin Bruce & Porter, Wells Fargo Advisors, First Citizens, Davidson & Garrard and The Pettyjohn Company.

The Greater Lynchburg Community Trust is one of more than 700 such community foundations over the nation rendering a valuable service to their respective communities and to donors interested in the present and future of their communities and their neighbors.

Message

The Greater Lynchburg Community Trust has served our communities in Central Virginia for over 40 years. On October 19, 2012 we celebrated our 40th Anniversary with a Recognition Dinner featuring Leland Melvin as our after-dinner speaker at the James River Conference Center. Our 230 guests were treated to a memorable and interesting presentation by our local astronaut hero. Rosel and Elliot Schewel were recognized with The Quillian Award to cap the evening.

We added 17 new named funds and received contributions of $1,321,051 during the June 30, 2013 fiscal year. Donors to The Greater Lynchburg Community Trust have the satisfaction that their gifts will continue to benefit future generations. And these donors, their families, and their causes will be Stuart C. Fauber During our anniversary year there were 78 Community Heroes remembered forever through named President & CEO who loyally promoted and supported philanthropy in Central funds. The establishment of a named Virginia by pledging an anniversary gift of $10,000 or more to fund is a wonderful way to advance The Community Trust. This broad support by major donors in one’s philanthropic interests and to leave a legacy. our community speaks volumes about the giving spirit of the citizens in Central Virginia.

The Greater Lynchburg Community Trust ended the June 30, 2013 fiscal year with assets totaling $32,009,302; up 12.3% over Since its founding in 1972, generous donors have given $32.1 $28,500,101 at June 30, 2012. million to The Greater Lynchburg Community Trust. This has enabled us to help those in need and to support the arts, educaWe are blessed to live in a community that is so supportive. tion, and historical preservation in our area for over 40 years. Our Our citizens understand the “higher calling” to help those in Distribution Committee awarded grants totaling $1,363,719 need. The Greater Lynchburg Community Trust has been a during the fiscal year ending June 30, 2013. conduit for this generous giving in our community for years, and we will be a major player in that role for many years to come. A In order for us to continue this trend and increase our support community endowment fund is magic. It lasts forever. of much-needed programs in our community, we must continue to have generous gifts like we have had in the past. A gift to The The success of The Greater Lynchburg Community Trust is Greater Lynchburg Community Trust is a powerful gift because the result of a team effort. Thank you to all the donors, volunteer we are an endowment fund, and your gift will support our comboardmembers, advisors, trustee banks, investment advisors, and munity in perpetuity, that is, forever. It is the best investment you staff members for all you have done for The Community Trust. can make in your community.

We look forward to serving the community for years to come.

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Board Chair:

Board of Directors:

John R. Alford Jr.

Robert L. Finch Jr.

John M. Flippin

Ernie T. Guill

MaryJane Dolan, Board Chair

David A. Herrick

Hyland T. Hubbard III

Ellen P. Jamerson

Wallace G. McKenna Jr.

Ellen G. Nygaard

Augustus A. Petticolas Jr.

James R. Richards

Marc A. Schewel

Foundation Staff:

Cheryl C. Hall, Office Manager Stuart C. Fauber, President & CEO Kendra H. Floyd, Accountant

Massie G. Ware Jr.

Charles B. White

James W. Wright

Our Office in Wyndhurst:

Advisors to the Board:

William F. Quillian Jr.

Elliot S. Schewel

Stuart J. Turille

Kenneth S. White

The GLCT office is located at 101 Paulette Circle in Wyndhurst.

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Celebrating 40 Years of Service to Our Communities Accomplishments Since Our Formation in 1972 • Donors have contributed $32,150,707 to enhance the quality of life in our communities.

• The Community Trust has provided grants totaling $14,360,344 to help those in need and to support the arts, education, and historical preservation.

• The Community Trust has provided materials and programs to teach our citizens the importance of philanthropy and the value of giving back to the communities in which we live.

• The city of Lynchburg and the counties of Amherst, Appomattox, Bedford, and Campbell are a “better place to live” as a result of The Greater Lynchburg Community Trust.

Highlights of Our 40 Year History

1972

The Community Trust is established with Fidelity American Bank, United Virginia Bank, and First & Merchants as Trustees.

1988

1990

William F. Quillian Jr. becomes The Community Trust’s first Executive Director. Trust assets are $300,000.

Bill Quillian was instrumental in the early growth of The Trust.

The Community Trust’s Board of Directors is formed with George T. Stewart as Chair and G. Edward Calvert as Vice Chair.

George Stewart provided early leadership.

1997

2002

Mary Morris Booth and Jim Candler celebrate The Trust’s impressive growth.

The Community Trust celebrates its 30th Anniversary. Trust assets exceed $15 million.

Lea Booth and Terry Jamerson are all smiles at The Trust’s 30th Anniversary Celebration.

2013 4

The Community Trust gains increased visibility in Central Virginia. Trust assets exceed $5 million.

The Community Trust celebrates its 40th Anniversary.

Trust assets exceed $32 million.

Elliot and Rosel Schewel receive The Quillian Award.

Leadership at The Greater Lynchburg Community Trust Board Chairs Since Formation of Board in 1990

George T. Stewart 1990-1996

James K. Candler 1997-1998

Samuel P. Cardwell Terry H. Jamerson 1999-2004 2005-2007

Yuille Holt III 2008-2009

William E. Gayle Jr 2010-2011

MaryJane Dolan 2012-present

Executive Directors and Presidents Over the Years

William F. Quillian Jr. 1988-1997

Stuart J. Turille 1998-2000

Kenneth S. White 2001-2003

George H. Murphy 2004-2007

Stuart C. Fauber 2008-Present

Past Directors Mr. G. Everett Bond................ 1980-1991 Mr. V.D. Bradley...................... 1973-1980 Mr. Philip P. Burks................... 1973-1979 Mr. Carl W. Calandra............... 1989-1999 Dr. G. Edward Calvert............. 1981-1993 ............................................ & 1999-2001 Mr. W. Starke Camden............. 2001-2010 Mr. James K. Candler............... 1989-1998 Mr. Samuel P. Cardwell............ 1996-2006 Ms. Sandra S. Carrington......... 1973-1984 Ms. Sandra B. Chandler........... 1995-1997 Mr. A.C. Coleman................... 1990-1991 Mr. A.C. (Clif ) Coleman III.... 2009-2010 Ms. Mary Spencer Craddock.... 1989-1999 Mr. Theodore J. Craddock....... 1984-1993 Mr. John P. Eckert.................... 1996-2006 Mr. Carroll Freeman................ 1980-1983 ............................................ & 1993-1998 Dr. William E. Gayle Jr............ 2003-2012 Ms. Alice Gifford..................... 1981-1991

Mr. Robert H. Gilliam............. 1998-2005 The Rev. D. Jack Hamilton...... 1997-2000 Mr. James R. Harris Jr.............. 1989-1993 Mr. Yuille Holt, III................... 1989-1996 ............................................ & 1998-2009 Dr. Read Hopkins.................... 1980-1981 Ms. Joyce Houck...................... 1998-2007 Ms. Allethia J. Ingram.............. 1992-1997 Ms. Terry H. Jamerson............. 1997-2007 Ms. Joan S. Jones...................... 1985-1989 Mr. Joseph C. Knakal Jr........... 1999-2008 Mr. John E. Lane III................ 1980-1985 Ms. Arelia S. Langhorne........... 1983-1992 Ms. Patricia W. Leggett............ 1989-1997 Dr. Carroll H. Lippard............. 1973-1979 Mr. Robert S. Lockridge........... 1973-1979 Dr. R. John Matthew............... 1973-1979 Mr. William N. Mays............... 1989-1998 Ms. Annis T. McCabe.............. 1980-1990 Mr. Adrian Mood..................... 1993-1998

Dr. William E. Painter.............. 1993-1999 Mr. Stephen D. Pruitt.............. 1995-1998 Ms. Amy G. Ray...................... 2000-2009 Dr. Larry H. Redmond............ 1989-1997 Mr. John F. Richards................ 2005-2009 Rev. Haywood Robinson Jr...... 1973-1982 Mr. Leonard L. Rudacille......... 1980-1985 Mr. W. E. Sandidge.................. 1989-1995 Ms. Irma Seiferth..................... 1997-2007 Mr. Bryan K. Selz..................... 1986-1995 Mr. Benny R. Shrader.............. 1995-2005 Dr. Carl Stern........................... 1973-1979 Mr. George T. Stewart.............. 1989-1996 Dr. James Sublett...................... 2002-2003 Mr. Daniel B. Sweeney............. 1999-2004 Mr. Peter E. Viemeister............ 1989-1995 Mr. John A. Watts Jr................. 1999-2008 Mr. T. Ashby Watts, III............ 1998-2006 Mr. Kenneth S. White.............. 1973-1979

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The Greater Lynchburg Community Trust The Greater Lynchburg Community Trust celebrated 40 years of service to our communities during our 2012-2013 fiscal year. We kicked off the anniversary year with a Celebration Luncheon at Lynchburg College with William F. Quillian Jr. as our featured speaker. The event concluded with the announcement of Dr. Quillian as the first winner of The Quillian Award.

The 200 people in attendance were treated to an inspiring program and the announcement of two $50,000 gifts, one establishing The Jim Candler Fund for the Pauline F. Maloney Step with Links Program and one establishing The Lynchburg Economic Development Fund.

Our year culminated with our 40th Anniversary Celebration Dinner at the James River Conference Center. The 230 guests in attendance were spellbound by our featured speaker,

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hometown hero and NASA astronaut Leland Melvin. Rosel and Elliot Schewel received The Quillian Award, recognizing their long-term service to the community.

We celebrated our 40th Anniversary in a number of ways to commemorate this important milestone. We established “Community Heroes: Making A Difference� recognizing those who have loyally promoted and supported philanthropy in Central Virginia by pledging an anniversary gift of $10,000 or more. During the year 78 individuals or couples made a generous pledge or gift to help their communities. This 40th Anniversary effort resulted in new gifts totaling $1.1 million to The Community Trust. We are fortunate to live in a very giving community.

Ken White, Margaret and Bill Quillian, Bill Gayle, and Stuart Fauber

Hank Hubbard, David Herrick, and Sandy McKenna

Lem Lewis and Jim Candler

Lucy Ross, Yvonne Ferguson, Alice Mabry, Carolyn Brown, and Leah Ingram

Celebrating 40 Years of Service to Our Communities

Elliot and Rosel Schewel and MaryJane Dolan

Marty Wright, Dick Giles, Jim Wright, and Linda Giles

Melissa Jones and Ashlan Jones

Gracie and Deems Melvin

Ellen and Bill Jamerson

Leland Melvin and MayJane Dolan

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A Sampling of Our

Funds

The Greater Lynchburg Community Trust administers 224 individually named funds. These funds are established to support our community grantmaking, support organizations recommended by the donor, or provide ongoing support for one or more specified charitable organizations. Individual funds range from $10,000 to over $5 million, and they serve a wide range of community needs.

Rachel B. and William E. Blandford Fund - $197,915

Bill and Rachel Blandford

In 2012, The Rachel B. and William B. Blandford Fund, an unrestricted fund, was established with a bequest of $172,000 by the Blandford Estate. Income from the fund is distributed annually to fund many worthwhile programs and services in Central Virginia. Mr. Blandford was a career executive with General Electric, while Mrs. Blandford was a teacher in Lynchburg Public Schools for 27 years. Lynchburg became the couple’s adopted home when they moved to the area from upstate New York in the late 1950s. Bill Blandford, the couple’s son, stated that he and his two sisters “were so pleased that their parents’ planning created their gift to The Community Trust to benefit Lynchburg, which was their home for nearly fifty years. We were so happy that our parents’ gift will help The Community Trust’s work to improve the lives of those in Lynchburg and the surrounding jurisdictions.” The Rachel B. and William E. Blandford Fund is a wonderful example of how we can give back to the community with a gift that lasts forever. And the fund serves as a permanent memorial to the philanthropy of Rachel and Bill Blandford.

Brad Sowers Memorial Art Scholarship Fund - $20,254 Brad Sowers grew up in the Lynch Station area of Campbell County. He attended school in the Altavista area until moving out of state after completing his junior year of high school. Brad’s love for art and drawing began at a very early age. His interests and direction took many turns like all youth growing into adulthood, but all throughout art played a major role. He enrolled in art classes during his high school years, and his love for art continued to grow. Brad died in an automobile accident in 2008 at the age of 17. Although he did not live long enough to attain his goals of becoming the cool art teacher that could identify with his students and starting his own graphic art studio, he always planned to give back to the community. In order to make that dream a reality, his family established The Brad Sowers Memorial Art Scholarship so that he can help deserving art students from Altavista Combined School pursue their vision for years to come.

Brad Sowers

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C.W. Seay Fund - $13,163 Clarence W. Seay served as principal of Dunbar High School during its pivotal years in the 1950s and 1960s. He was well-respected by students, teachers, administrators, and the community as a whole. Dunbar students received an excellent academic education as well as valuable lessons in life during Seay’s tenure as principal.

His position made him a leader in the African-American community during the difficult years leading to desegregation. He earned the respect of the entire community and was elected to Lynchburg City Council. He was the first black person since reconstruction to hold the position of City Councilman. The C.W. Seay Fund was established by friends and advisors of Mr. Seay following his death in 1982. The fund is unrestricted and has supported important causes in our community for years.

C. W. Seay

Daly Legacy Fund - $63,724

Jim and Lynn Daly

The Daly Legacy Fund was established in Lynchburg, Virginia in the year 2009

by Jim and Lynn Daly. Upon the passing deaths of Jim’s parents, Phil and Fran Daly of Danville, Virginia, a charitable trust with over seven million dollars went into effect to be distributed annually to charities in Danville and to charities of choice as designated by the heirs of the estate. Jim Daly’s desire was to use an allocated portion of this trust along with personal donations of he and his wife, Lynn, to establish The Daly Legacy Fund in Lynchburg under the umbrella of The Greater Lynchburg Community Trust as a donor designated fund. A majority of the grants would be awarded to The Boys and Girls Club to start up the endowment fund, and remaining grant monies would be distributed to a select handful of local charities. The donors’ warmest wish is that The Daly Legacy Fund grow from generation to generation and spread out from the Lynchburg community to charities serving the communities of the heirs and descendants of Jim and Lynn Daly.

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A Sampling of Our

Grants in 2013

In 2013, The Greater Lynchburg Community Trust awarded $1,363,719 to 137 charitable organizations. Our grants support the four major human service areas identified by our needs assessment study – Successful Children and Youth, Strengthening Families and Individuals, Healthy and Independent Living, and People in Crisis Receiving Help. In addition, our grants support the Arts, Education, and Historical Preservation.

The Grantmaking Process - $639,966

Our Distribution Committee hard at work.

During its 40-year history, The Community Trust has provided grants totaling $14.3 million to help those in need and to support the arts, education and historical preservation in Central Virginia. A large portion of those dollars are determined by The Community Trust’s Distribution Committee whose current members include Gus Petticolas, Chair; John Alford, Jr., MaryJane Dolan, Ernie Guill, Hank Hubbard, Ellen Nygaard, Jim Richards, Massie Ware, and Jim Wright. The committee reviews over 100 grant applications over the fall cycle (September 15 deadline) and the spring cycle (March 15 deadline). The Distribution Committee approved $639,966 in grants to community organizations in 2013. As a result of the committee’s conscientious work, the grantmaking process is thorough, fair, and effective in meeting needs in our community. The Community Trust regularly conducts needs assessment studies in cooperation with United Way to ensure that community needs are accurately and effectively addressed in the process. Our community owes a debt of gratitude to our all-volunteer Distribution Committee for their hard work.

Lynchburg Beacon of Hope - $10,000 The Community Trust’s $10,000 grant to Lynchburg Beacon of Hope helped establish Future Centers as physical hubs at E.C. Glass and Heritage High Schools to provide resources and encouragement to all students. Lynchburg Beacon of Hope was born of the Lynchburg City-sponsored Community Dialogue on Race and Racism in 2009. The initiative was launched in partnership with the Lynchburg City Schools. The purpose of Beacon of Hope is to instill in all students the aspiration to pursue and provide the tools and resources to attain a post-secondary education. The program seeks to provide college opportunities for those who would not be able to attend college otherwise, and to change the culture in the Lynchburg community to a “Pre-Kindergarten thru 16 division.” The goal is for all children who graduate to be prepared to the next step in life: 4 year college, 2 year college, technical/community trade school, industry certification.

Students make plans for the future.

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Rebuilding Together Lynchburg - $8,000 Rebuilding Together Lynchburg has been repairing and improving homes of homeowners in Central Virginia for twelve years. Over 450 homes have been touched by the organization’s “Rebuilding” program. The organization’s primary mission is to enable homeowners to remain in safe, warm, and dry homes. These homes are owned by low income families who need assistance to help, maintain, and improve their living conditions. The Community Trust’s grant enables the organization to provide the needed materials for committed volunteers who provide the “donated labor.” In the past year, there were 2,012 hours of volunteer time donated in improvements to 66 homes in Central Virginia. The Community Trust’s $8,000 grant to Rebuilding Together Lynchburg made a significant impact for homeowners in our community this year.

Volunteers make much needed home repairs.

Endstation Theatre Company - $4,930 Endstation Theatre Company was founded in 2006 by Florida State University School of Theatre MFA graduates, Geoffrey Kershner and Krista Franco. The Theatre Company took up residency at Sweet Briar College later that year and went on to produce the company’s first show, The Tell-Tale Heart and The Mind of Poe. Endstation Theatre Company produced the first Blue Ridge Summer Theatre Festival on the college’s grounds in 2008, and the Festival has expanded with each new season.

Currently, Endstation produces the only outdoor theatre in the greater Lynchburg area. Sweet Briar College grounds are an ideal setting for outdoor summer theatre.

The Community Trust is currently providing funding for the production of In Sweet Remembrance to take place in 2014. This production promises to be an interesting exploration of the complex African American history of the host college, Sweet Briar.

The Community Trust is a strong supporter of the arts in Central Virginia.

Theatre thrives in Central Virginia.

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Types of

Funds

The Greater Lynchburg Community Trust offers a variety of simple, flexible, and effective options for those who wish to provide financial support to our community through philanthropy.

Types of Funds: Unrestricted Fund

Contributions made with no restrictions provide income for grants made by the Distribution Committee in response to requests from area non-profit organizations.

Field of Interest Fund The donor specifies areas of interest (youth, elderly, education, arts, medical, etc.) to be supported by the fund.

Donor Designated Fund

At the time of establishing a fund the donor may name the organization(s) or institution(s) to be its beneficiaries.

Donor Advised Fund

The donor may from time to time suggest specific grants to be made from his/her fund.

Scholarship Fund

Enables donor to establish an endowment to fund annual scholarships.

Temporary Fund

Funds created when assets are delivered to The Trust with the expectation that they will ultimately be distributed for charitable purposes.

Operating Endowment

The income from this fund is used to help meet The Trust’s operating costs, thereby increasing the amount available for charitable distribution.

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Our

Funds

Unrestricted Funds Evelyn and Thurman Adams Fund $11,099.56 Alford Family Fund $6,129.04 Bank of the James Fund $21,166.03 Brock and Edith Barkley Fund $10,923.99 Rachel B. and William E. Blandford Fund $197,915.18 Christopher Sean Brennan Fund $8,421.30 Bryant Family Fund $2,112.02 Helen & Ed Calvert Fund $89,809.70 James Gilliam Conrad Fund $22,063.04 Anne Glass Cothran Family Fund $20,396.10 Calvin and Virginia Cox Fund $555,665.19 Davidson & Garrard, Inc. Fund $3,882.04 David H. Dillard - David E. Basten Fund $16,055.26 William L. Driskill, Jr. Fund $98,214.65 Don and Frances Giles Fund $4,593.35 Thomas F. Harwood Fund $118,912.63 Carl Hutcherson Fund $11,643.39 Martin Johnson Family Fund $28,848.16 Merryman Fund $12,338.82 Faye Marcum Mifka Fund $855,286.00

Fair Market Value as of June 30, 2013 George H. Murphy Fund $13,914.54 News and Advance Fund $9,697.91 Karen K. & William E. Painter Fund $13,512.24 Ray-Griffin Fund $4,346.62 Rice / Stone Fund $16,429.20 C. W. Seay Fund $22,578.20 Joyce and Ben Shrader Fund $13,163.18 Charles F. Stevens Fund $953,021.81 SunTrust Bank Fund $14,453.90 Thomas/Stemmons Fund $200,541.56 Elizabeth & Herbert Thomson Sr. Fund $114,738.20 Emmy Lou Thomson Fund $56,378.57 Unrestricted Fund $1,727,254.07 Valentine Family Fund $4,124.80 Helen and Sam Williams Fund $108,843.60 Bob and Phyllis Workman Fund $11,924.05 Anonymous II Fund $10,829.67 Anonymous IV Fund $1,196,830.60

Field of Interest Funds Appomattox Fund $15,717.81 W.E. Betts Jr. Family Fund $35,428.93 George Everett Bond Fund $15,948.33 B. Douglas & Nancy T. Brockman Fund $34,850.41 Gaynell and Milton Brooks Fund $35,484.06 Barbara B. & Carl W. Calandra Fund $31,245.70 Catherine Wooldridge Connelly and William Hatcher Connelly Fund $19,016.07 Bev Cosby Fund $31,844.58 George B. Craddock & Theodore H. Jack Fund $23,396.66 Craddock-Terry Fund $180,135.16 James T. Davis Jr. Mental Retardation Fund $62,631.07 Rosalind and L. John Denney Fund $12,067.08 Fauber Family Fund $18,421.26 Rob and Judy Finch Fund $11,327.38 Greater Lynchburg Environmental Network Fund $3,602.00 Edwin A. & Margaretta H. Harper Fund $212,942.63 Lucy Woodall Harris Fund $11,138.05

Junius Haskins Fund $11,222.24 Bill and Mary Jane Hobbs Fund $10,993.54 Jiggie and Yuille Holt Jr. Fund $29,733.62 Skipper and Sandy Holt Fund $8,216.62 Mahlon & Gerald Thomas Hutchison Memorial Fund $29,057.84 Bernard & Putnam Kyle Memorial Fund $409,938.39 Mary Emma Lemon Charitable Fund $109,615.36 Thomas P. and Lewise S. Parsley Fund $1,228,550.42 Quillian-Weigle Fund $89,436.41 Jim and Dana Redmond Fund $3,261.36 Sackett-Graves Fund $4,170,693.96 Winnifred and Herman Schenkel Fund $4,667.67 George Taylor Stewart Fund $175,927.49 Eleanor and James D. Taylor Fund $55,536.44 Trails Fund $9,977.83 Peter Viemeister Fund $19,266.14 Diane M. and William M. Walker Fund $2,237.23 G.R. Wiley Fund $108,654.31 Zippel Family Fund $10,478.06

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Our

Funds

continued

Donor Designated Funds Adult Care Center - Elinor Hopkins Fund $17,205.84 Ainslie Family Fund $8,271.65 Alliance for Families and Children of Central Virginia Endowment Fund $11,141.40 Anne Spencer House & Garden Museum Fund $47,268.04 BB&T Fund $11,748.80 Bedford House Endowment Fund $35,263.13 Big Brothers Big Sisters Endowment Fund $11,457.72 Bryan-Wade Fund $107,053.88 Boys & Girls Club of Greater Lynchburg Fund $47,085.17 E. F. and Elizabeth B. Burmahln Charitable Fund $457,981.51 Camp C.H.I.L.D. Fund $18,149.95 Camp Kum-Ba-Yah Endowment Fund $4,741.60 Children’s Health Care Endowment Fund $114,237.08 Marion Collins Fund $109,667.65 Charles and Minnie Lewis Court Street Baptist Church Fund $126,236.19

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Crittenton Fund $92,685.37 Daly Legacy Fund $63,724.27 Dodge Family Fund $2,091.67 Linda and Rick Edwards Fund $4,088.43 Elizabeth’s Early Learning Center Fund $5,820,629.84 Faith Christian Academy Maintenance Endowment Fund $124,556.65 Martha Carter Fischer Charitable Fund $40,768.98 Free Clinic of Central Virginia Fund $66,056.57 Friends of the Lynchburg Public Library - Mary R. Breazeale Memorial Fund $26,554.08 Henriette Jones Gill Fund $892,413.03 GLCT Operating Endowment Fund $50,026.30 Chris Hudson Trust for Children’s Health Care Fund $6,935.49 Interfaith Outreach Fund $17,344.60 Jefferson Choral Society Endowment Fund $19,631.70 Johnson Health Center Endowment Fund $13,409.07 Jubilee Family Development Center Fund $19,286.03

75th Anniversary Junior League of Lynchburg Endowment Fund $21,291.56 Lake Christian Ministries Fund $11,503.32 Larsen Family Fund $15,193.12 Legacy Museum of African-American History Fund $217,722.29 Edith Brooks Lee Fund for the Lynchburg Public Library $22,841.61 Lynchburg City Schools Education Foundation Teacher Grant Fund $37,012.03 Lynchburg Economic Development Fund $62,829.29 Lynchburg Education Foundation Fund $96,794.64 Lynchburg Symphony Endowment Fund $70,274.16 Meals on Wheels Fund $21,390.29 Miriam’s House Fund $1,762,695.05 Henrietta & Paul Munro Fund $188,044.02 National D-Day Memorial Foundation Fund $229,666.75 Newmark Family Fund $10,604.95 Old City Cemetery Fund $36,070.60 Opera on the James Endowment Fund $154,833.50

Fair Market Value as of June 30, 2013 Walter and Virginia Phillips Fund $162,180.22 Planned Parenthood of the Blue Ridge, Lynchburg Affiliate Fund $25,848.72 Rivermont Evangelical Presbyterian Church Youth Activities Fund $12,717.64 Lucy Guggenheimer Ross Fund $289,890.44 Sedalia Center Endowment Fund $72,580.05 Step with Links Fund $101,886.67 Jim Candler Fund for the Pauline F. Maloney Step with Links Program $64,087.92 Grace P. and A. Kendall Sydnor Fund $23,311.41 United Way of Central Virginia Fund $291,857.57 Betsy Cox Upshur Fund $13,519.38 Virginia Center for the Creative Arts Endowment Fund $11,530.26 Virginia Legal Aid Society Endowment Fund $7,364.19 Virginia School of the Arts Endowment Fund $107,078.15 Virginia Skyline Girl Scout Council Fund $8,291.23 Virginia B. Whitehouse Fund $9,046.19 Women’s Leadership Council Endowment Fund $35,189.65 Woman’s Resource Center (Endowment) Fund $101,301.66

Woman’s Resource Center (ALAM) Fund $10,790.19 Youth Philanthropy Service Award $20,674.39 YWCA of Central Virginia Fund $11,622.72

Donor-Advised Funds Jim Ackley Theatre Education Fund $13,853.70 Eleanor and Jimmy Atkins Fund $167,717.48 Barnard Family Health and Wellness Fund $53,236.82 Harmon and Mary Beauchamp Fund $36,300.54 Betty Lynn and John Blanks Family Fund $13,623.43 David L. and Carole H. Bowen Fund $19,378.19 Vince Bradford Fund $12,486.11 Dick and Elsie Byrne Fund $10,662.86 Jim and Maxine Candler Family Fund $31,738.87 Sally J. Capps Memorial Fund $2,114.56 Kim and Dan Carey Fund $10,656.94 Kay and Helen Carpenter Fund $38,835.62 Coleman Family Fund $120,573.24 Jean and Bill Cook Fund $52,740.45 George and Gladys Costan Family Scholarship Fund $43,074.60

Rosemary and George Dawson Fund $9,717.55 Ron and MaryJane Dolan Fund $29,347.32 Elro Foundation Fund $142,601.36 Flippin Fund $13,991.90 Judy and Bill Gayle Fund $72,040.92 Greif Brothers Fund (VA Fiber) $286,261.84 Mary and David Harman Fund $16,138.25 Coach Bo Henson Fund $15,293.25 Eldridge “E” & Elizabeth Greene Hoke Fund $6,036.73 Larry Donald Huskey Memorial Fund $12,581.07 Cinda and George Hurt Fund $3,238.60 Edwin Nelson James Jr. Memorial Fund $13,841.18 Langley Family Fund $308,805.55 Lewis Family Fund $263,169.61 Lynchburg Academy of Medicine Fund $79,776.29 Leila C. McBratney Family Fund $110,506.55 Sarah P. McBratney Fund $22,338.97 Jim Mitchell Charitable Trust Fund $16,464.35 Violet Mitchell Charitable Trust Fund for Women and Girls $16,289.67

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Our

Funds

continued

William N. and Nancy S. Nelson Fund $748,233.45 Christine and Augustus Petticolas Fund $2,316.23 Plymale Foundation Fund $804,514.50 Porter, Rolfe and Welborn Fund $16,668.42 Pryor / Newton Fund $10,684.63 Donna Hladik Smith Born to Read Fund $29,727.98 Frances Cortright Stowers Charitable Fund $142,400.98 Walker and Sallie Sydnor Family Fund $13,108.42 Marcus Cameron Trent Fund $35,250.16 Kay and Kent Van Allen Fund $4,996.46 Sarah (Honey) Finger Warren Fund $4,603.22 Kenneth L. & Bertha S. White Fund $192,337.87 Bishop Norton and Virginia Wilder Fund $4,443.89 Genna Chambers Wiley Fund $34,753.39 Jeff and Sandra Wilson Fund $30,030.58 Maggie and Woodrow Wilson Foundation Fund $10,649.60 Anonymous I Fund $54,475.27 Anonymous III Fund $16,428.80

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Fair Market Value as of June 30, 2013

Scholarship Funds Appomattox County Education Foundation Fund $176,746.64 Amherst County Retired Teachers Association Scholarship Fund $23,242.12 Bedford County Scholarship Fund $9,987.86 Beth Johnson Boatner Scholarship Fund $28,868.53 Jane Barringer Bowen Educational Fund $13,315.18 Dorothy M. Brooks Scholarship Fund $10,359.88 Daniel Christian Nursing Scholarship Fund $23,625.17 Dunbar High School Legacy Fund $102,697.72 Donald and Virginia Farmer Scholarship Fund $44,330.32 Jill Gardner Memorial Scholarship Fund $21,949.20 Wally Gilbert Fund $22,989.99 Edward Christian Glass Scholarship Fund $103,174.76 Mary L. Gregory Scholarship Fund $34,690.06 Ted Hapgood Scholarship Fund $25,794.20 Sallie Holland and Wesley Peters Hicks Math Scholarship Fund $16,400.08 Ella M. Lawless Scholarship Fund $9,727.72

Edith B. Lee Scholarship Fund $9,757.42 Dr. Gordon K. Leonard Fund $43,648.73 Mario Luongo Memorial Fund $13,344.39 Lynchburg Academy of Medicine Alliance Fund $29,865.60 Lynchburg Area Ministerial Association Fund $41,236.75 Martin Memorial Scholarship Fund $52,567.31 Marguerite F. Singleton Scholarship Fund $55,398.18 Brad Sowers Memorial Art Scholarship Fund $20,253.96 Louise L. Terrell Scholarship Fund $36,920.12 Trench Scholarship Fund $10,992.20 Valley View Residents Scholarship Fund $77,138.78

Temporary Funds Jim Melton Memorial Fund $3,440.52 Louise L. Terrell Mt. Carmel Church Fund $6,909.80 VLGMA Scholarship Fund $62,498.69

Charitable Gift Annuities Bill and Mary Jane Hobbs $110,704.23

Our

Grants 2012-2013

In 2013, The Greater Lynchburg Community Trust awarded $1,363,719 to 137 charitable organizations, as well as 22 schools, colleges, and universities.

Charitable Organizations Academy of Fine Arts - Lynchburg Adult Care Center Altavista Area YMCA Altavista/Campbell County Habitat Alzheimer’s Association of Central and Western Virginia Amazement Square Amherst County Habitat for Humanity Amherst County Public Schools Education Foundation, Inc. Amherst Glebe Arts Response, Inc. Anne Spencer House & Garden Museum, Inc. Appomattox County Historical Society, Inc. Avenel Foundation Awareness Garden Foundation, Inc. Bedford Area Education Foundation Bedford Christian Ministries Association, Inc. Bedford Community Christmas Station, Inc. Bedford Community Orchestra Bedford House, Inc. Bedford Humane Society, Inc. Big Brothers Big Sisters of Central VA Big Island Emergency Crew Big Island Library Big Island Volunteer Fire Department Big Otter Mill Foundation, Inc. Blue Ridge Area Food Bank Blue Ridge Pregnancy Center Boonsboro Volunteer Fire and Rescue Boys & Girls Club of Greater Lynchburg Brook Hill Retirement Center for Horses, Inc. Camp C.H.I.L.D. Camp Kum-Ba-Yah, Inc. Campbell County Public Library Foundation CASA of Central Virginia Centra Foundation Central Virginia Academy for Nonprofit Excellence, Inc. Central Virginia Elite Youth Football Children’s Miracle Network Churches for Urban Ministry

Citizens for Altavista Baseball Coalition for HIV Awareness and Prevention Court Street Baptist Church Court Street United Methodist Church Dance Theatre of Lynchburg Drive-To-Work E. C. Glass High School Athletics Elizabeth’s Early Learning Center Endstation Theatre Company Faith Christian Academy Fort Early Corporation Free Clinic of Central Virginia Friends of the Lynchburg Public Library Friends of the Rivermont Historical Society Future Focus Foundation Girl Scouts of Virginia Skyline Council Gleaning for the World Habitat for Humanity - Greater Lynchburg Harvest Outreach Center, Inc. Heart Havens Historic Virginia Chapter/American Red Cross Holiday Lake 4-H Education and 4-H Camp for Lynchburg Youth Holy Cross Catholic Church Interfaith Outreach Association James River Association Jefferson Choral Society Johnson Health Center Jones Memorial Library Jubilee Family Development Center Lake Christian Ministries, Inc. Legacy Project, Inc. Lynchburg Area Food Bank Lynchburg Art Club Lynchburg Beacon of Hope Lynchburg City Schools Edu. Fdn., Inc. Lynchburg Community Action Group Lynchburg Daily Bread, Inc. Lynchburg Grows Lynchburg Historical Foundation, Inc. Lynchburg Humane Society Lynchburg Literacy Council, Inc. Lynchburg Public Library

17

Our

Grants 2012-2013

Lynchburg Road Runners Lynchburg Symphony Orchestra Lynchburg Tennis Patrons Association MDM Networking, Inc. Meals on Wheels Mental Health America of Central Virginia Miller Home of Lynchburg Miriam’s House Monacan Indian Nation National D-Day Memorial Foundation New Vistas School Opera on the James, Inc. P.E.O. Foundation Park View Community Mission Patrick Henry Family Services Patrick Henry Memorial Foundation Planned Parenthood Health Systems, Inc. Poplar Forest Presbyterian Homes and Family Services, Inc. Randolph College - Maier Museum of Art Reach Out and Read Virginia Rebuilding Together - Campbell County Rebuilding Together - Lynchburg Rivermont Area Emergency Food Pantry Rivermont Evangelical Presbyterian Church Rush Lifetime Homes SAARA of Virginia: Lynchburg Chapter Shriners Hospital for Children Smart Beginnings of Central Virginia SML Good Neighbors, Inc. Society of St. Andrew, Inc. South Central Spay and Neuter Clinic Southern Memorial Association St. Peter’s Episcopal Church St. Stephen’s Episcopal Church St. Thomas Episcopal Church STEP with Links Program Team Genesis, Inc. The Arc of Central Virginia The Ellington Fellowship Playhouse The Gateway House, Inc. The Lynchburg Chapter of The Links, Inc.

18

continued The Salvation Army The Sedalia Center, Inc. The Virginia Tech Foundation, Inc United Way of Central Virginia Virgina Foundation for Independent Colleges Virginia Center for Inclusive Communities Virginia Center for the Creative Arts Virginia Hunters Who Care, Inc. Virginia Legal Aid Society Virginia Repertory Theatre Wheels on the James Wintergreen Adaptive Skiing YMCA of Central Virginia YWCA of Central Virginia

Scholarships Local students received a total of $38,805,79 in scholarships in 2013 to attend 22 schools: Central Virginia Community College Christopher Newport University Emory & Henry College George Mason University Guilford College Ithaca College James Madison University Liberty University Lynchburg College Mary Washington University Radford University Randolph College Shenandoah University Southside Virginia Community College Sweet Briar College University of Maryland University of North Carolina Wilmington University of Virginia University of Virginia at Wise Virginia Commonwealth University Virginia Tech Wake Forest University

2012-2013

Contributors

The Greater Lynchburg Community Trust recognizes and thanks the individuals and organizations who have made contributions in the year 2012-2013. Their names appear below.

Community Heroes $10,000+ (40th Anniversary Gifts & Pledges) Earl and Judi Adams Sharon and Sandy Ainslie John and Bettie Alford Jimmy Atkins Bank of the James Brock Barkley R. Harmon Beauchamp Betty Lynn and John Blanks Carole and David Bowen Drs. Teresa and Robert Brennan Mr. and Mrs. B. Douglas Brockman Paula and Michael Bryant Dick and Elsie Byrne Mr. and Mrs. James K. Candler Mr. Thomas C. Capps Mr. and Mrs. Samuel P. Cardwell Kim and Dan Carey Mr. and Mrs. Richard A. Carrington, III Mr. and Mrs. C. Lynch Christian, III Donna and Gary Clark Jim and Lynn Daly Davidson & Garrard, Inc. Jane and William Davis Rosemary and George Dawson Lynn L. Dodge MaryJane Dolan Linda and Rick Edwards Mr. and Mrs. Stuart C. Fauber Rob and Judy Finch Charlotte Fischer Mr. and Mrs. John M. Flippin Judy and Bill Gayle Don and Frances Giles Mary and David Harman Michael and Elizabeth Harrington Lucy Woodall Harris

William P. Harris Mr. David A. Herrick Dr. and Mrs. William A. Hobbs, Jr. Mr. and Mrs. Yuille Holt, III Christine and Hylan Hubbard Cinda and George Hurt Ellen and Bill Jamerson Terry and Phillip Jamerson Anne and Bruton Langley Mr. and Mrs. Andrew Larsen Sarah P. McBratney William E. McBratney, Jr. Violet O. Mitchell Jessica and Alex Newmark Ellen and Thomas Nygaard Christine and Gus Petticolas Charlie and Mary Jane Pryor Margaret and Bill Quillian Drs. Moira Rafferty and Robert Bass Jim and Amy Ray Jim and Dana Redmond Robert and Cary Roberts Winnie Schenkel The Honorable Elliot and Rosel Schewel Marc A. Schewel Marguerite F. Singleton Southern Air Joyce R. Stone Peter W. and Gail H. Thomas Emmy Lou Thomson Roger L. and Debora M. Trent The Valentine Family Kay and Kent Van Allen Diane M. and William M. Walker Mr. and Mrs. Massie G. Ware, Jr. Kenneth S. and Jane B. White Sterling A. Wilder & Family Phyllis Workman Virginia C. Wyatt

George Zippel Anonymous (2)

1972 Society $10,000+ Altria Group, Inc. America’s Charities Bank of the James Mr. and Mrs. David L. Bowen Mr. Richard Byrne Dr. and Mrs. Daniel Carey Mr. and Mrs. James F. Daly Mr. and Mrs. George W. Dawson Mr. Adrian Gagesteyn Dr. and Mrs. William E. Gayle Jr. Harwood Memorial Trust Dr. David A. Johnson Mr. and Mrs. Lemuel E. Lewis Lynchburg City Schools Education Foundation, Inc. Ms. Sarah P. McBratney Mr. William McBratney Mr. and Mrs. Robert Roberts Mr. and Mrs. Paul E. Sackett Jr. Mr. and Mrs. Elliot S. Schewel Southern Air Stemmons Foundation VACORP Virginia Resources Authority VML Insurance Programs Wachovia Wells Fargo Foundation Mr. George Zippel Anonymous

19

2012 –2013

Contributors

continued

Chairman’s Club $5,000 - $9,999

President’s Council $1,000 - $2,499

Mr. and Mrs. Earl R. Adams Mr. and Mrs. Lee S. Ainslie Jr. Mr. and Mrs. B. Douglas Brockman Mr. and Mrs. James K. Candler Mr. and Mrs. Richard A. Carrington III Mr. George Costan Draper Aden Associates, Inc. Mr. and Mrs. Robert L. Finch Jr. Dr. and Mrs. David Harman Junior League of Lynchburg Ms. Violet O. Mitchell Mr. and Mrs. Alexander M. Newmark Dr. and Mrs. Charles W. Pryor Jr. Dr. and Mrs. William F. Quillian Jr. Mr. and Mrs. W. Kent Van Allen Jr. Wiley & Wilson

Drs. Bass and Rafferty BB&T Mr. R. Harmon Beauchamp Ms. Bonnie D. Benedict Dr. and Mrs. Robert H. Bowden Jr. Ms. Carolyn G. Brown and Ms. Paula Patrom Mr. Thomas C. Capps Mr. and Mrs. Samuel P. Cardwell Mr. and Mrs. Lamar Cecil Mr. and Mrs. William R. Chambers Mr. and Mrs. C. Lynch Christian III Dr. and Mrs. Gary A. Clark Dr. and Mrs. Robert D. Cook Mr. Arthur G. Costan Mr. Timothy Courville Mrs. George B. Craddock Mr. and Mrs. John W. Craddock Mr. and Mrs. William A. Davis Mr. and Mrs. Henry H. Dennis DHS Memorial Wall Committee Ms. Lynn L. Dodge Mr. and Mrs. Richard N. Edwards Jr. Mr. and Mrs. Rodger W. Fauber Mr. and Mrs. Stuart C. Fauber Mrs. Louis C. Fischer III Mr. and Mrs. John M. Flippin GE Foundation Mr. and Mrs. Donald M. Giles Dr. and Mrs. Richard D. Giles Mr. and Mrs. R. Bryant Hare Mr. William P. Harris Mrs. Harry J. Hooss Mr. and Mrs. Hylan T. Hubbard III Dr. and Mrs. George A. Hurt Mr. and Mrs. Phillip C. Jamerson Ms. Anne M. Langley Mr. and Mrs. Bruton A. Langley Mr. and Mrs. Chris C. Langley

Director’s Cabinet $2,500 - $4,999 Mr. and Mrs. John R. Alford Mr. and Mrs. John T. Blanks Drs. Robert and Teresa Brennan Camp Kum-Ba-Yah, Inc. C. B. Fleet, Inc. Davidson & Garrard, Inc. Mr. John C. Farnandez Jr. Mr. and Mrs. Michael B. Harrington Mr. and Mrs. Yuille Holt III Mr. and Mrs. Alex Hutcherson Mr. Kevin Jones Mr. and Mrs. Andrew J. Larsen Piedmont Community Health Plan, Inc. Dr. and Mrs. James S. Redmond Jr. Mr. David Russell Mrs. Bonnie Stewart Mr. and Mrs. Peter W. Thomas Anonymous

20

National D-Day Memorial Foundation Dr. and Mrs. Thomas W. Nygaard Ms. Barbara Pickett Ms. Marsha H. Ponton R. R. Donnelley Company Mr. and Mrs. James C. Ray Dr. and Mrs. Daniel F. Savage Mr. Marc A. Schewel SunTrust The Valentine Family Dr. and Mrs. David R. Vaughn Diane and Billy Walker Mr. and Mrs. John A. Watts Jr. Mr. and Mrs. Thomas A. Wells Mr. Sterling A. Wilder Dr. and Mrs. Jeffrey W. Wilson Dr. and Mrs. Joseph H. Wombwell Mrs. Robert M. Workman Anonymous (2)

Community Supporters $500 - $999 Mr. James A. Ackley Jr. Mr. Robert Ackley Mr. and Mrs. John R. Alford Jr Appomattox County School Employees Mr. and Mrs. John D. Brooks Mr. and Mrs. Carl W. Calandra Ms. Karen E. Campbell Mr. and Mrs. J. Cole Candler Mr. and Mrs. Charles L. Carrington Charlottesville Area Community Foundation (Stillfield Fund I) Mr. and Mrs. Mace T. Coleman Mrs. William A. Cook Jr. Mrs. Powell G. Dillard Jr. Mr. and Mrs. Eugene R. Fischer Dr. and Mrs. Ronald J. Fisher Dr. and Mrs. Paul F. Fitzgerald

Mr. Paul M. Fitzgerald Mr. and Mrs. Keith Franklin Mr. Robert L. Galloway Jr. Mrs. Marianne S. Galloway Mr. Garland M. Gay Mr. and Mrs. James M. Gravely Dr. and Mrs. James R. Hengerer Mr. David A. Herrick Drs. Robert and Janet Hickman Mrs. Eunice M. Hobbs Dr. and Mrs. William A. Hobbs Jr. Mr. and Mrs. William E. Jamerson Mr. and Mrs. Edwin N. James Mr. Peter W. Karras Mr. and Mrs. Joseph C. Knakal Jr. Dr. and Mrs. Walter Krug Mr. and Mrs. Daniel G. Lang Ms. Lydia Langley Legal & General Investment Management America Mr. and Mrs. H. Michael Lucado Opera on the James, Inc. Mr. and Mrs. William W. Paxton Mr. and Mrs. J.R. Pugh III Mr. and Mrs. William F. Quillian III Mr. and Mrs. Neil V. Raymond Mr. Charles L. Roberts Ms. Elizabeth C. Roberts Mrs. Charles H. Sackett Mr. and Mrs. Terry G. Solberg St. Thomas Episcopal Church Ms. Liz Sumpter and Mr. Brian R. Carlton Mrs. A. Kendall Sydnor Dr. Francis B. Teague Jr. Ms. Emmy Lou Thomson Mr. and Mrs. George C. Walker Jr. Mr. and Mrs. Massie G. Ware Jr. Mr. and Mrs. T. Ashby Watts III Dr. and Mrs. Tracy A. Wheelock Mr. and Mrs. Sackett Wood Anonymous

Foundation Friends $1 - $499 Ms. Mary Spence Acree Mr. and Mrs. Lloyd C. Agnew Mr. and Mrs. Alfred J. Albiston Mr. and Mrs. James K. Alexander Ms. Sarah Land Alexander Mrs. Elizabeth M. Alford Mr. and Mrs. Gary F. Allen Mary and Bob Amann Mr. and Mrs. Arthur A. Anselene Ms. Laura B. Anthony Ms. Shelby G. Apffel Appomattox County School Board Ms. Janet C. Areson Mr. and Mrs. Roger Arthur Mr. and Mrs. Robert M. Bailey Mr. Robert M. Bailey Dr. and Mrs. Robert G. Bass Dr. and Mrs. Samuel Baum Bedford Museum & Genealogical Library Mr. and Mrs. Douglas B. Bellaire Dr. and Mrs. Richard L. Bendall Jr. Dr. James E. Blackburn II Dr. Laura Bliss Mrs. M. Stephen Blosser Dr. and Mrs. Scott S. Brabrand Dr. and Mrs. George W. Brady Mr. James H. Brent Mr. Brent L. Brooks Mr. and Mrs. Robert P. Brown Jr. Mr. and Mrs. Frank H. Buhler Mr. and Mrs. Ralph E. Burnett Jr. Mr. and Mrs. J. E. Burton IV Mr. Bernard Y. Calvert III Mr. George E. Calvert Jr. Mr. and Mrs. William Cardwell Carrington Properties LLC Audrey D. Cary Revocable Trust Mr. Joseph P. Casey

Mr. and Mrs. Fred R. Cawthorne Mr. and Mrs. W.H. Cayton Mr. and Mrs. S. Allen Chambers. Jr. Cherry Bekaert & Holland LLP Mr. and Mrs. Clyde T. Clark Mr. James L. Clark and Ms. Stacey Hinderliter Mrs. Julius E. Clark III Mr. and Mrs. Robert E. Clarke Clays Crossing Property Owners Association, Inc. Ms. Alexandra Clair Colomb Mr. and Mrs. James G. Conrad Jr. Dr. and Mrs. Robert D. Cook Ms. Elizabeth M. Cooper Mr. and Mrs. James M. Costan Mr. and Mrs. R. M. Coward Mr. and Mrs. R. Mark Cox Mr. and Mrs. Theodore J. Craddock The Honorable and Mrs. Jesse C. Crumbley III Mr. Peter V. Daniel Mr. Joe M. Davidson Jr. Mr. and Mrs. William S. Davidson Ms. Beverly T. Davis Mr. and Mrs. G. Edgar Dawson III Mr. Charles E. Dellinger Ms. Rebecca T. Dickson Mr. and Mrs. G. Alex Dirom Ms. MaryJane Dolan Ms. Carolyn C. Doyle Ms. Noel B. Draper Ms. Susan Drummwright Mrs. William M. Dudley Mr. and Mrs. Robert L. Dunstone Mr. and Mrs. Eldon H. Easter Mr. and Mrs. Gordon Echols Ms. Dorothy Elder Dr. and Mrs. Robert I. Elliott Dr. Thomas W. Eppes Jr. Mr. and Mrs. John H. Evans Mr. and Mrs. J. E. Fauber III

21

2012 –2013

Contributors

Mrs. Alice Ferguson Mr. and Mrs. John R. Ferry Jr. Mrs. J. DeNoon Fix Mr. and Mrs. William M. Floyd Mr. and Mrs. Garrett T. Ford Dr. and Mrs. Kiah T. Ford III Ms. Kate V. Forsyth Foster Electric Company, Inc. Dr. and Mrs. Parham Fox Mr. and Mrs. David S. Francis Mr. and Mrs. Calvin K. Franklin Dr. and Mrs. David Frantz Mr. and Mrs. Eugene G. Frantz Ms. Betty V. Fulcher Mr. and Mrs. Ray Garland Ms. Shari E. Garnsey Dr. and Mrs. Kenneth R. Garren Dr. and Mrs. T. Scott Garrett Mr. and Mrs. Robert H. Gilliam Jr. Ms. Jacqueline L. Ginn Dr. and Mrs. David A. Gladwell Dr. and Mrs. Robert L. Glenn Mr. and Mrs. Gene Goley Mr. and Mrs. Lewis B. Goode Jr. Greater Lynchburg Habitat for Humanity Ms. Doris P. Hailey Mr. and Mrs. Barry E. Hall Mr. John N. Hall Ms. Margaret Hall Dr. and Mrs. Edward H. Hancock Jr. The Reverend and Mrs. Richard T. Harbison Mr. E. Tom Harris III Ms. Lucy Woodall Harris Mrs. Richard A. Harris Jr. Mr. and Mrs. Dodd Harvey Mr. Frank Harvey Mr. W. Eston Harvey Miss Anne F. Henderson

22

continued

Mr. and Mrs. Charles D. Herbolsheimer Dr. and Mrs. Carl E. Hester Mr. and Mrs. Thomas P. Hicks Mr. and Mrs. J. E. Hite Jr. Mrs. S. Bolling Hobbs Ms. Marguerite B. Holt Mr. John H. Hughes III Mr. and Mrs. William E. Hunt Jr. Mr. Donald W. Huskey Dr. Stewart W. Husted Mr. and Mrs. Christian S. Hutter Mr. and Mrs. William B. Hutter Ms. Stacy Irvin Mr. and Mrs. E. Glenn Jenkins Mr. and Mrs. Ezra A. Jenkins Ms. Nettie M. Jenkins Mr. Eric S. Johnson Mr. and Mrs. H. Wayne Jones Mr. Jack Jones Mr. Jack Jones Jr. Mr. Kevin Jones Ms. Linda S. Jones Mr. and Mrs. Edward E. Kable Mr. Gregory W. Kelly Ms. Shirley C. Koss The KVA Foundation Ms. Lydia Langley Mr. and Mrs. Stewart Langley Mr. and Mrs. Kevin S. Lareau Mr. and Mrs. Harry G. Lee Mr. John Leebrick Dr. and Mrs. David W. Leffke Mr. and Mrs. Frank J. Levandoski Ms. Anne C. Lewis Mr. and Mrs. Emmett W. Lifsey Mr. and Mrs. Dean Lindeman Mr. and Mrs. Robert W. Lohr Lynchburg Ready Mix Concrete Co., Inc. Dr. and Mrs. James L. Lynde

Lynita F. Tuck, Inc. Ms. Catherine Lynn and Mr. Vincent Scully Mr. Ronald L. Maher Jr. The Reverend Dwight R. Mays Mr. and Mrs. William N. Mays Mrs. Langhorne McCarthy Mr. and Mrs. Cleve McGehee Mr. W. G. McKenna Jr. Mr. and Mrs. John M. McNeary Mrs. A. Craddock McWane Mr. and Mrs. Paul T. McWane Mr. F. Craig Meadows Drs. Kappa and James Meadows Melinda’s Mrs. Marsha U. Melton Ms. Mary Steve Meriwether Ms. Lucinda L. Mester Ms. Cynthia S. Mock Montague-Betts Company Mr. and Mrs. Frank Morrison Mr. and Mrs. Norwood O. Morrison Mr. and Mrs. Richard T. Mosby Mr. and Mrs. Terrell D. Moseley Dr. and Mrs. Paul R. Mudrick Ms. Barbara Murphy Mr. and Mrs. Michael P. Murray Ms. Thelma G. Naff Mr. and Mrs. Dean S. Nash Dr. and Mrs. Wade A. Neiman Mr. and Mrs. Wistar P. Nelligan Mr. J. Randolph Nelson New Vistas School New York Life Insurance Company Mr. Albert L. Nichols Jr. Dr. and Mrs. Richard Niles Mr. and Mrs. Robert B. Nuckols Mr. and Mrs. Robert M. O’Brian Ms. Anne F. Odell Ms. Barbara W. Owen Mr. and Mrs. Stephen F. Owen

Dr. and Mrs. William E. Painter Mr. and Mrs. P. Tulane Patterson Mr. and Mrs. L. Kimball Payne Dr. and Mrs. James M. Peery Jr. Mr. Floyd Peters Dr. and Mrs. Augustus A. Petticolas Jr. Mr. and Mrs. David T. Petty Jr. Ms. Lisa C. Phillips Ms. Rebecca M. Pinkerton Mr. and Mrs. James W. Poats Mr. and Mrs. Raymond A. Pollard Dr. and Mrs. Edward Polloway Mr. and Mrs. R. Gregory Porter III Mr. and Mrs. Richard G. Pumphrey Ms. Anne A. Quillian Mr. Scott S. Rainey Mr. and Mrs. Harb Rank Mr. and Mrs. Donald C. Rapp Jr. Ms. Elizabeth S. Rathbone Dr. and Mrs. Larry H. Redmond Mr. F.B. Reid Mr. and Mrs. Charles R. Revere Ms. Sarah Rhodes Mr. and Mrs. James R. Richards Mr. John F. Richards Dr. and Mrs. Jeffrey O. Riley Mr. and Mrs. Frank C. Roddey Ms. Betty J. Rollins Mr. and Mrs. O. Randolph Rollins Mr. and Mrs. Ron Roseveare Ms. Shanda K. Rowe Mr. and Mrs. David M. Royer Mr. Edward H. Ruffner Jr. Dr. Mort Sajadian Ms. Frances L. Sayre Mr. Randall L. Sayre Mrs. Bertram R. Schewel Mr. and Mrs. Gary Schonman Mr. J. Todd Scruggs Mr. Jesse Seiferth Mr. and Mrs. Joseph M. Seiffert

Mr. and Mrs. Corey E. Sensabaugh Mr. Granville C. Sewell Mr. and Mrs. Gerard F. Sherayko Drs. Kenneth A. Sherban Mr. and Mrs. George W. Shorter Ms. Beth Simpson Mr. and Mrs. Kent A. Smack Ms. Charlotte Smith Ms. Elizabeth M. Smith Ms. Shirley B. Smith Dr. and Mrs. Eric J. Sorenson Mr. and Mrs. Kenneth S. Sowers St. Peter’s Episcopal Church Ms. Elaine D. St. Vincent Mr. John David Stallings Ms. Jean Stewart Dr. Edward J. Stoll Ms. Margie Anne G. Suhling The Supply Room Companies, Inc. Mr. and Mrs. Ted A. Swanson Ms. Amelia A. Talley Mr. and Mrs. F. Calvin Tanner Mr. and Mrs. James R. Tate Jr. Mr. and Mrs. J.H. Taylor Ms. Lisa M. Taylor Mr. and Mrs. Robert B. Taylor Trane Mr. and Mrs. Donald H. Tucker Mr. and Mrs. William O. Tucker Jr. Mr. and Mrs. Stuart J. Turille Ms. Marcia Tuttle Mr. and Mrs. Marvin C. Tweedy Dr. Thomas T. Upshur Mr. and Mrs. J. P. Vaughan Mr. and Mrs. George D. Vermilya Jr. Ms. Ann J. Vest Mr. and Mrs. Clinton A. Vince Ms. Ann Marie Vinson Ms. Marie Waller Mrs. Dorothy P. Watkins Ms. Phyllis Webb

Mr. and Mrs. Donald M. Wechsler Drs. Ken and Patty West Mr. J.R. Wheeler Mr. and Mrs. Charles B. White Ms. Frances A. White Mr. James E. White The Honorable and Mrs. Paul Whitehead Jr. Mr. and Mrs. Frank Whitten Mr. and Mrs. Reynolds C. Williams Jr. Mr. and Mrs. A. Brady Williamson Ms. Sue B. Willis Mr. and Mrs. Dean E. Wilson Mr. and Mrs. James C. Wilson Mr. and Mrs. William E. Wilson III Mr. and Mrs. C. Clark Wingfield Jr. Ms. C. Faye Wood Mr. Gorham B. Wood Mr. and Mrs. Robert C. Wood III Mr. Jeffrey Young Mrs. Louise B. Young Dr. and Mrs. Richard Zechini Anonymous (3)

Numerous memorial and honorary gifts were made to The Community Trust during the year. A listing of those memorialized or honored may be found on our website at www. lynchburgtrust.org. The Community Trust has made every effort to provide a complete and accurate listing of our donors. If you notice an error or omission, please accept our apologies and contact us at (434) 845-6500.

23

Our

Youth Philanthropy Program

The goal of The Community Trust Youth Philanthropy Program is to instill in our youth awareness of our community needs and the importance of volunteering and philanthropy.

Two seniors, one male and one female, from 11 high schools within The Community Trust’s service area serve for one year on The Youth Philanthropy Committee of The Community Trust and are responsible for granting $10,000 or more to deserving local charitable organizations that serve the needs of youth in our area. The students are nominated to this program by faculty and staff of their respective school based on their demonstration of excellence in academics, leadership, and community service.

The committee is supervised by Community Trust board members and meets periodically throughout the school year.

The students review grant applications, rate the applications, perform site visits of the top 8 applicants and prepare presentations on these applications for the committee as a whole. From this process, a final vote is taken to determine which agency will receive the grant.

After site visits, each group gives a presentation about the non-profit organization visited.

These high school seniors awarded $10,000 to Patrick Henry Family Services and $5,000 to Harvest Outreach Center.

24

The Legacy Society Helen Williams died in 2004.

Sam Williams died in 2012.

This year, Helen and Sam Williams will send inner city kids to summer camp; will provide literacy programs for adults; will provide daily hot mails to shut-ins in our area; will pay for home repairs for low income homeowners; and will provide assistance to disabled adults and children in our area.

Helen and Sam Williams loved their community and wanted to give back. Sam was born and raised in Lynchburg, and Helen came to Lynchburg to be the organist at St. Paul’s Episcopal Church. They were married in 1949. Sam was a Trust Officer in a Lynchburg bank for 40 years, and Helen spent her life playing the organ and piano and was a substitute organist for about 40 churches in the area. Helen and Sam Williams were all always interested in helping those in need, and by leaving a bequest to The Community Trust they are still giving back to their community.

The Legacy Society The Legacy Society recognizes individuals and families who have supported The Greater Lynchburg Community Trust by establishing planned gifts to The Community Trust to benefit our community. Through their philanthropy, these Legacy Society members are helping to meet the needs of our community for generations to come.

Josephine S. Bennett George E. Calvert Jr. Mr. and Mrs. Samuel P. Cardwell MaryJane Dolan Geraldine S. Farmer Charlotte A. Fischer Richard Marshall Fisher and Dana Edwards Fisher Lucy Woodall Harris Dr. and Mrs. William A. Hobbs Jr. Mr. and Mrs. Andrew J. Larsen James E. Loyd, III

Michael Edward McFaden Bill and Margaret Quillian Winnie Schenkel Walker and Sallie Sydnor Emmy Lou Thomson Miriam and Jim Taylor Emmy Lou Thomson Patsy Warren Kenneth S. and Jane B. White Anonymous (3)

25

Our

Financials

Total Investments: $40,000,000

$32,009,302 $30,000,000

$28,587,475 $28,510,743 $23,484,132 $25,049,085

$20,000,000 $15,000,000 $10,000,000 $5,000,000

The Greater Lynchburg Community Trust was founded on October 12, 1972 with three funds and a total value of $14,000. Foundation assets have grown from $702,000 on September 30, 1992 to $32,009,302 by year-end June 30, 2013. The Foundation grew from 16 funds to 224 funds during the same period. We credit our success to our donors, volunteer board members and advisors who saw the value of The Greater Lynchburg Community Trust and encouraged their friends and clients to consider establishing long-term philanthropic funds with The Trust.

$0 07/01/08– 06/30/09

07/01/09– 06/30/10

07/01/1006/30/11

07/01/1106/30/12

07/01/1206/30/13

Operating Expenses as a Percent of Total Investments (Trailing Three-Year Average): 1.25% 1.00%

.96%

.98%

07/01/0806/30/09

07/01/0906/30/10

1.02%

1.02%

07/01/1006/30/11

07/01/1106/30/12

.95%

.75% .50% .25% 0%

26

07/01/1206/30/13

Keeping operating expenses to a minimum is a priority of The Greater Lynchburg Community Trust. This includes general and administrative costs, fund raising expenses, and program costs. Expenses as a percent of total investments have remained relatively stable. The one-year operating expense percent for FY 07/01/12 - 06/30/13 was .85%.

Annual Grants Awarded: $1,500,000

$1,310,148

$1,407,065

$1,350,779 $1,338,836

$1,363,719

$1,200,000 $900,000

Annual grants awarded have increased 4.1% over the past five years. Our steady growth in foundation assets has enabled us to expand our grant-making dollars in order to meet critical needs in our communities.

$600,000 $300,000 $0 07/01/08– 06/30/09

07/01/09– 06/30/10

07/01/1006/30/11

07/01/1106/30/12

07/01/1206/30/13

Grants Awarded: Fiscal Year 07/2012 – 06/2013 Healthy Living $265,971.41 19.58%

Children’s Programs $496,713.05 36.42%

Grants were made across a broad spectrum, including the Arts, Education, Historical Preservation, Healthy Living, Children’s Programs, Family Programs, and Crisis Programs.

Crisis Programs $226,992.67 16.65%

Historical Preservation $95,069.82 6.97%

Education $125,463.16 9.20%

Arts $89,581.82 6.57%

Family Programs $62,927.80 4.61%

27

LYNCHBURG, VA

PERMIT NO. 252

NONPROFIT

• We build endowment funds that grow and benefit the community forever.

• We help donors create an individual or family legacy through named funds.

• We are a local organization meeting a broad range of changing local needs.

• We provide a simple way to fulfill multiple charitable interests.

• We deliver personalized donor service.

• We offer maximum tax advantage for income and estate tax purposes.

• We can preserve donor intent even when community needs change.

• We prudently manage our assets through qualified investment managers.

• We carry out our activities with low-cost administration.

• We offer a variety of simple, flexible, and effective options for those who wish to give.

• We offer Temporary Funds where distribution of principal is possible.

U.S. POSTAGE PAID

Why Do People Choose The Greater Lynchburg Community Trust?

Ways of Contributing • Outright gifts of cash, securities, real estate or other assets.

• Deferred gifts with income retained by the donor through CRATs or CRUTs. • Wills. This is an excellent opportunity for a final testimony to what has been most meaningful in one’s lifetime.

For more information visit our website at: www.lynchburgtrust.org

101 Paulette Cir., Ste B Lynchburg VA 24502 Phone 434/845-6500 Fax 434/845-6530 www.lynchburgtrust.org

Confirmed in Compliance with National Standards for U.S. Community Foundations

101 Paulette Cir., Ste B Lynchburg VA 24502

The Greater Lynchburg Community Trust

The Greater Lynchburg Community Trust

Information concerning grant applications may be secured online or by writing or phoning: