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← SMYTH COUNTY CHARITABLE FUND

Form 990 for tax year 2022

Filed by SMYTH COUNTY CHARITABLE FUND.

Totals

Total revenue
$3,236,097
Total expenses
$2,552,417
Contributions and grants received
$1,028
Grants paid
$554,980
Program service revenue
$1,256,395
Investment income
$1,978,674
Other revenue
$0
Total assets, end of year
$49,639,167
Total liabilities, end of year
$83,410
Net assets or fund balances, end of year
$49,555,757
Program services expenses (Part IX)
$2,074,783
Management and general expenses
$477,634
Fundraising expenses
$0
Program service expenses (Part III)
$2,074,783

Program services were 81.3% 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.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $1,028

  • 2a · Program service revenue: LIFETIME WELLNESS MEMBERSHIP FEES

    total $1,065,958 · related or exempt $1,065,958

  • 2b · Program service revenue: LEASE INCOME

    total $140,437 · related or exempt $140,437

  • 2c · Program service revenue: GOLF COURSE OPERATING REVENUE

    total $50,000 · related or exempt $50,000

  • 3 · Investment income

    total $1,978,674 · excluded $1,978,674

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $554,980 · program services $554,980

  • 5 · Compensation of officers, directors and key employees

    total $92,295 · program services $92,295

  • 7 · Other salaries and wages

    total $713,608 · program services $652,162 · management and general $61,446

  • 9 · Other employee benefits

    total $66,588 · program services $66,588

  • 10 · Payroll taxes

    total $65,093 · program services $65,093

  • 11b · Fees: legal

    total $12,846 · management and general $12,846

  • 11f · Fees: investment management

    total $44,742 · management and general $44,742

  • 11g · Fees: other

    total $18,174 · program services $2,674 · management and general $15,500

  • 12 · Advertising and promotion

    total $21,035 · program services $20,694 · management and general $341

  • 13 · Office expenses

    total $10,196 · program services $7,284 · management and general $2,912

  • 16 · Occupancy

    total $298,364 · program services $211,173 · management and general $87,191

  • 17 · Travel

    total $6,306 · program services $5,763 · management and general $543

  • 22 · Depreciation, depletion and amortization

    total $243,474 · program services $37,374 · management and general $206,100

  • 23 · Insurance

    total $60,819 · program services $51,144 · management and general $9,675

  • 24a · Other expenses: SUPPLIES

    total $98,168 · program services $98,168

  • 24b · Other expenses: REPAIRS AND MAINTENANCE

    total $84,810 · program services $84,810

  • 24c · Other expenses: CONTRACT LABOR

    total $52,679 · program services $52,679

  • 24d · Other expenses: DUES AND SUBSCRIPTIONS

    total $51,674 · program services $51,674

  • 24e · All other expenses

    total $56,566 · program services $20,228 · management and general $36,338

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $16,024 · end of year $48,324

  • 2 · Savings and temporary cash investments

    beginning of year $5,450,322 · end of year $3,709,434

  • 4 · Accounts receivable

    beginning of year $57,598 · end of year $62,762

  • 8 · Inventories for sale or use

    beginning of year $35,359 · end of year $34,997

  • 9 · Prepaid expenses and deferred charges

    beginning of year $45,703 · end of year $57,983

  • 10a · Land, buildings and equipment: cost or other basis

    $15,887,744

  • 10b · Land, buildings and equipment: accumulated depreciation

    $8,447,899

  • 10c · Land, buildings and equipment, net

    beginning of year $6,820,759 · end of year $7,439,845

  • 11 · Investments: publicly traded securities

    beginning of year $26,038,499 · end of year $25,717,587

  • 12 · Investments: other securities

    beginning of year $7,590,698 · end of year $12,501,206

  • 15 · Other assets

    beginning of year $67,029 · end of year $67,029

  • 17 · Accounts payable and accrued expenses

    beginning of year $62,667 · end of year $20,945

  • 19 · Deferred revenue

    beginning of year $19,672 · end of year $30,465

  • 25 · Other liabilities

    beginning of year $0 · end of year $32,000

  • 27 · Net assets without donor restrictions

    beginning of year $46,039,652 · end of year $49,555,757

Mission and programs · 2022

Mission

TO SUPPORT THE MISSION OF SMYTH COUNTY COMMUNITY FOUNDATION BY IDENTIFYING AND SUPPORTING QUALIFIED PROGRAMS AND PROJECTS THAT SERVE TO IMPROVE THE OVERALL HEALTH, WELLNESS AND EDUCATION ACROSS SMYTH COUNTY AND THE SURROUNDING COMMUNITIES.

Activities or mission (Part I)

TO SUPPORT THE MISSION OF SMYTH COUNTY COMMUNITY FOUNDATION BY IDENTIFYING AND SUPPORTING QUALIFIED PROGRAMS AND PROJECTS THAT CONTRIBUTE TO THE IMPROVED PHYSICAL, MENTAL AND EMOTIONAL HEALTH STATUS OF THE CITIZENS OF SMYTH COUNTY.

  • SMYTH COUNTY CHARITABLE FUND (THE "FUND") CONTINUES TO PROMOTE AND SUPPORT THE LIFETIME WELLNESS CENTER LOCATIONS ACROSS SMYTH COUNTY. THESE SERVE AS A HUB FOR PROMOTING HEALTH AND WELLNESS FOR OUR CITIZENS. THE FUND HAS ALSO PARTNERED WITH PROMINENT HEALTH CARE PROVIDERS SERVING A POPULATION WITH NO INSURANCE TO HELP MAINTAIN THEIR HEALTH BY ACQUIRING THE APPROPRIATE HEALTHCARE AND BEHAVIORAL HEALTH SERVICES THEY NEED. THE FUND CONTINUES TO PLAY A KEY ROLE IN SEVERAL SCHOLARSHIP INITIATIVES TO HELP MAKE HIGHER EDUCATION AN OPTION FOR STUDENTS WHO MAY NOT HAVE OTHERWISE ATTENDED COLLEGE AND SUPPORTING THOSE GOING INTO ALLIED HEALTH POSITIONS.

    Expenses $2,074,783 · Grants $554,980 · Revenue $1,256,395

As filed on the 2022 return.

Listed in Part VII

  • Michael Robinson PhD

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Paul Holcombe Esq

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Sandra Catalan

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.3

  • Brian Cregger

    TREASURER

    Total calculated
    $0
    Hours/week
    0.3

  • Emily Bralley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • Dennis Carter EdD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • David Fields

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • John Graham Esq

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • Chelsea Hamman MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • David Kiser MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • Brian Thompson DMD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • Merrelle Ward

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • Sarah Gillespie

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • Dickie Kegley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • Robert Watkins

    EXECUTIVE DIRECTOR

    Total calculated
    $92,385
    From this org
    $92,295
    From related orgs
    $0
    Other
    $90
    Hours/week
    40

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.

Grants on this return

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • LIFETIME WELLNESS CENTER LLC

    OPERATES WELLNESS CENTER · VA · income $1,149,715 · assets $338,023

    Directly controlled by SMYTH COUNTY CHARITABLE FUND

  • HOLSTON HILLS GOLF COURSE LLC

    LEASES GOLF COURSE PROPERTY · VA · income $80,000

Provenance

Return type
form_990
Tax year
2022
Filed
15 August 2024
IRS schema version
2022v5.0
Source object
202432289349302803

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