Form 990 for tax year 2022

Totals

Total revenue

$2,040,037

Total expenses

$733,083

Contributions and grants received

$1,097,086

Grants paid

$188,629

Program service revenue

$0

Investment income

$942,951

Other revenue

$0

Total assets, end of year

$21,855,082

Total liabilities, end of year

$70,319

Net assets or fund balances, end of year

$21,784,763

Program services expenses (Part IX)

$344,362

Management and general expenses

$247,605

Fundraising expenses

$141,116

Program service expenses (Part III)

$344,362

Program services were 47.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Mission and programs · 2022

• FELLOWSHIP PROGRAM: DURING FISCAL YEAR 2023, THE FOUNDATION PROVIDED RESIDENTIAL FINANCIAL AID IN EXCESS OF $76,000 FOR RESIDENTS NEEDING ASSISTANCE WITH LIFECARE FEES AND OTHER MEDICAL EXPENSES.GENERAL SUPPORT: DURING THE YEAR, THE FOUNDATION ALSO PROVIDED SUPPORT TO ITS SUPPORTED ORGANIZATION, WCBR, IN DIRECT SUPPORT OF ITS CHARITABLE ACTIVITIES, INCLUDING RESIDENT LIFE ENRICHMENT PROGRAMMING, MEMORY SUPPORT PROGRAMS, PASTORAL CARE, TRAINING AND EDUCATION OF WCBR EMPLOYEES, AND RECOGNITION OF EXCELLENT WCBR EMPLOYEE SERVICE.

  Expenses $231,760 · Grants $76,027

• ASSOCIATE EMERGENCY ASSISTANCE PROGRAM: DURING FISCAL YEAR 2023, THE FOUNDATION PROVIDED MORE THAN $10,000 IN EMERGENCY FINANCIAL ASSISTANCE FOR ASSOCIATES OF WESTMINSTER-CANTERBURY OF THE BLUE RIDGE.ASSOCIATE EDUCATION PROGRAM: DURING FISCAL YEAR 2023, THE FOUNDATION PROVIDED APPROXIMATELY $55,000 IN EDUCATIONAL FINANCIAL ASSISTANCE FOR ASSOCIATES OF WESTMINSTER-CANTERBURY OF THE BLUE RIDGE.HEALTH AND WELL-BEING PROGRAM: DURING FISCAL YEAR 2023, THE FOUNDATION PROVIDED APPROXIMATELY $47,000 IN HEALTH AND WELL-BEING PROGRAMS FOR RESIDENTS OF WESTMINSTER-CANTERBURY OF THE BLUE RIDGE.

  Expenses $112,602 · Grants $112,602

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

• WESTMINSTER-CANTERBURY OF THE BLUE RIDGE

  $76,027

  FELLOWSHIP ASSISTANCE

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

• WESTMINSTER-CANTERBURY OF THE BLUE RIDGE

  501(C)(3) · CCRC - FULL LIFE CARE COMMUNITY · VA

Provenance

Return type

form_990

Tax year

2022

Filed

23 April 2024

IRS schema version

2022v5.0

Source object

202421219349302087

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