Form 990 for tax year 2025
Filed by GREATER WILLIAMSBURG COMMUNITY TR INC.
Totals
- Total revenue
- $13,538,257
- Total expenses
- $2,092,524
- Contributions and grants received
- $11,143,550
- Grants paid
- $1,461,700
- Program service revenue
- $0
- Investment income
- $2,361,329
- Other revenue
- $33,378
- Total assets, end of year
- $45,543,632
- Total liabilities, end of year
- $61,980
- Net assets or fund balances, end of year
- $45,481,652
- Program services expenses (Part IX)
- $1,536,395
- Management and general expenses
- $541,933
- Fundraising expenses
- $14,196
- Program service expenses (Part III)
- $1,536,395
Program services were 73.4% 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
$11,143,550
-
1g · Noncash contributions included above
$3,023,105
-
3 · Investment income
total $1,445,762 · excluded $1,445,762
-
6a · Gross rents
real property $19,835
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $19,835
-
6d · Net rental income or loss
total $19,835 · excluded $19,835
-
7a · Gross sales of assets other than inventory
securities $8,717,200
-
7b · Less cost or other basis and sales expenses
securities $7,800,847 · other assets $786
-
7c · Gain or loss
securities $916,353 · other assets -$786
-
7d · Net gain or loss
total $915,567 · related or exempt -$786 · excluded $916,353
-
8a · Fundraising events: gross income
$28,822
-
8b · Fundraising events: direct expenses
$15,781
-
8c · Net income from fundraising events
total $13,041 · excluded $13,041
-
11a · Other revenue: MISCELLANEOUS
total $502 · excluded $502
-
11e · Other revenue, total
$502
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $1,172,441 · program services $1,172,441
-
2 · Grants to domestic individuals
total $289,259 · program services $289,259
-
5 · Compensation of officers, directors and key employees
total $119,806 · program services $23,961 · management and general $93,091 · fundraising $2,754
-
7 · Other salaries and wages
total $155,619 · program services $31,124 · management and general $124,495
-
8 · Pension plan contributions
total $7,992 · management and general $7,992
-
10 · Payroll taxes
total $21,070 · management and general $20,859 · fundraising $211
-
11c · Fees: accounting
total $37,745 · management and general $37,745
-
11f · Fees: investment management
total $149,645 · management and general $149,645
-
12 · Advertising and promotion
total $9,746 · management and general $875 · fundraising $8,871
-
13 · Office expenses
total $6,295 · management and general $6,295
-
14 · Information technology
total $10,000 · management and general $10,000
-
16 · Occupancy
total $18,001 · program services $3,166 · management and general $14,677 · fundraising $158
-
17 · Travel
total $1,621 · management and general $1,621
-
19 · Conferences, conventions and meetings
total $12,463 · program services $4,293 · management and general $8,170
-
22 · Depreciation, depletion and amortization
total $8,825 · management and general $8,825
-
23 · Insurance
total $12,422 · management and general $12,422
-
24a · Other expenses: PRINTING AND PUBLICATIO
total $17,415 · program services $631 · management and general $14,613 · fundraising $2,171
-
24b · Other expenses: MISCELLANEOUS
total $16,115 · management and general $16,115
-
24c · Other expenses: UTILITIES
total $12,626 · program services $6,770 · management and general $5,825 · fundraising $31
-
24d · Other expenses: DUES AND SUBSCRIPTIONS
total $8,650 · program services $4,750 · management and general $3,900
-
24e · All other expenses
total $4,768 · management and general $4,768
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $594,666 · end of year $577,017
-
3 · Pledges and grants receivable
beginning of year $114,723 · end of year $4,896,540
-
10a · Land, buildings and equipment: cost or other basis
$325,741
-
10b · Land, buildings and equipment: accumulated depreciation
$104,895
-
10c · Land, buildings and equipment, net
beginning of year $226,027 · end of year $220,846
-
11 · Investments: publicly traded securities
beginning of year $29,902,959 · end of year $39,485,727
-
15 · Other assets
beginning of year $438,405 · end of year $363,502
-
17 · Accounts payable and accrued expenses
beginning of year $17,800 · end of year $24,474
-
25 · Other liabilities
beginning of year $32,180 · end of year $37,506
-
27 · Net assets without donor restrictions
beginning of year $16,720,358 · end of year $29,790,734
-
28 · Net assets with donor restrictions
beginning of year $14,506,442 · end of year $15,690,918
Mission and programs · 2025
Mission
THE WILLIAMSBURG COMMUNITY FOUNDATION ENHANCES THE QUALITY OF LIFE IN GREATER WILLIAMSBURG BY CONNECTING PEOPLE WITH CAUSES THAT MATTER, MANAGING CHARITABLE FUNDS, AND PROVIDING GRANTS AND SCHOLARSHIPS FOR OUR COMMUNITY'S MOST PRESSING NEEDS AND PROMISING OPPORTUNITIES.
Activities or mission (Part I)
SEE SCHEDULE O. PROVIDED GRANTS TO 501(C)(3) NONPROFIT ORGANIZATIONS AND GOVERNMENT ENTITIES SERVING THE GREATER WILLIAMSBURG COMMUNITY. PROVIDED SERVICES AND INFORMATION ON THE NEEDS OF THE GREATER WILLIAMSBURG COMMUNITY TO DONOR-ADVISORS. ASSISTED DONOR-ADVISORS WITH PHILANTHROPIC ACTIVITIES.
-
DISTRIBUTED GRANTS TO NONPROFIT ORGANIZATIONS PRIMARILY IN THE GREATER WILLIAMSBURG AREA. COMPETITIVE GRANTS WERE AWARDED IN THE FOLLOWING FOCUS AREAS: ARTS & CULTURE, CHILDREN & YOUNG ADULTS, ENVIRONMENT & CONSERVATION, HEALTH & ECONOMIC MOBILITY, AND SENIOR SERVICES. ADDITIONAL GRANTS WERE AWARDED FOR EDUCATION, HISTORIC PRESERVATION, HUMAN SERVICES, TRANSPORTATION, AMATEUR SPORTS, OVARIAN CANCER AND OTHER COMMUNITY NEEDS AT THE REQUEST OF DONORS.
Expenses $1,247,136 · Grants $1,172,441
-
PROVIDED SCHOLARSHIPS FOR 133 STUDENTS WHO HAVE ATTENDED HIGH SCHOOL AT A WILLIAMSBURG-JAMES CITY COUNTY PUBLIC SCHOOL OR ARE ATTENDING A PUBLIC COLLEGE IN THE STATE OF VIRGINIA. CRITERIA FOR SCHOLARSHIPS INCLUDES ACADEMIC ACHIEVEMENT, COMMUNITY SERVICE, CAREER INTEREST, AND FINANCIAL NEED.
Expenses $289,259 · Grants $289,259
As filed on the 2025 return.
Listed in Part VII
-
ALISON LENNARZ
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
MELINDA MORGAN
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
DAVID BUSH
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
JEANNE ZEIDLER
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
DIAN CALDERONE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
ANTHONY CONYERS III
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
JOHN FOGARTY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
TI'JUANA GHOLSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
LEIGH HOUGHLAND
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
LISA LUCAS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
AASHISH MATANI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
RICHARD OVERY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
IRIS PORUSH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
SCOTT STABLER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
BARBARA WATSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
BENNY ZHANG
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
REV JAN BROWN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
CHERI M GREEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
EDDIE ROBINSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
ERIN SMITH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
MYCHAEL WILLON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
NANCY COTE SULLIVAN
CHIEF EXECUTIVE OFFICER
- Total calculated
- $119,807
- From this org
- $119,807
- From related orgs
- $0
- Other
- $0
- 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
-
$102,058
GENERAL SUPPORT
-
$76,544
GENERAL SUPPORT
-
GENERAL SUPPORT
-
$68,117
GENERAL SUPPORT
-
$54,059
GENERAL SUPPORT
-
GENERAL SUPPORT
-
GENERAL SUPPORT
-
WILLIAMSBURG HOUSE OF MERCY INC
$29,100
GENERAL SUPPORT
-
GENERAL SUPPORT
-
GENERAL SUPPORT
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2025
- Filed
- 1 September 2026
- IRS schema version
- 2025v4.2
- Source object
- 202602549349300830
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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