The Greater LynchburgCommunity Trust

2013 Annual Report

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.

Serving Our Communities Since 1972www.LynchburgTrust.org

Thanks for Giving

MessagePresident’sThe 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.

During our anniversary year there were 78 Community Heroes who loyally promoted and supported philanthropy in Central Virginia by pledging an anniversary gift of $10,000 or more to The Community Trust. This broad support by major donors in our community speaks volumes about the giving spirit of the citizens in Central Virginia.

Since its founding in 1972, generous donors have given $32.1 million to The Greater Lynchburg Community Trust. This has enabled us to help those in need and to support the arts, educa-tion, and historical preservation in our area for over 40 years. Our Distribution Committee awarded grants totaling $1,363,719 during the fiscal year ending June 30, 2013.

In order for us to continue this trend and increase our support 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 Greater Lynchburg Community Trust is a powerful gift because we are an endowment fund, and your gift will support our com-munity in perpetuity, that is, forever. It is the best investment you can make in your community.

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 remembered forever through named funds. The establishment of a named fund is a wonderful way to advance one’s philanthropic interests and to leave a legacy.

The Greater Lynchburg Community Trust ended the June 30, 2013 fiscal year with assets totaling $32,009,302; up 12.3% over $28,500,101 at June 30, 2012.

We are blessed to live in a community that is so supportive. Our citizens understand the “higher calling” to help those in need. The Greater Lynchburg Community Trust has been a 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 community endowment fund is magic. It lasts forever.

The success of The Greater Lynchburg Community Trust is the result of a team effort. Thank you to all the donors, volunteer boardmembers, advisors, trustee banks, investment advisors, and staff members for all you have done for The Community Trust. We look forward to serving the community for years to come.

Greater Lynchburg Community TrustThe

Stuart C. Fauber President & CEO

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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.

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.

Advisors to the Board:

William F. Quillian Jr.

Elliot S. Schewel

Kenneth S. White

Stuart J. Turille

Foundation Staff:

Board of Directors:

David A. Herrick

James R.Richards

Wallace G. McKenna Jr.

Augustus A. Petticolas Jr.

Ellen P. Jamerson

Marc A. Schewel

James W. Wright

Massie G. Ware Jr.

Charles B. White

Ernie T. Guill

John R. Alford Jr.

Robert L. Finch Jr.

John M. Flippin

Cheryl C. Hall, Office ManagerStuart C. Fauber, President & CEOKendra H. Floyd, Accountant

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

Our Office in Wyndhurst:

Board Chair:

MaryJane Dolan, Board Chair

Ellen G. Nygaard

Hyland T. Hubbard III

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

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

1972

1988

1990

1997

2002

2013

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.

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

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.

The Community Trust celebrates its 40th Anniversary. Trust assets exceed $32 million.

Elliot and Rosel Schewel receive The Quillian Award.

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Past Directors

Board Chairs Since Formation of Board in 1990

George H. Murphy2004-2007

Stuart J. Turille1998-2000

Kenneth S. White2001-2003

William F. Quillian Jr.1988-1997

Samuel P. Cardwell1999-2004

James K. Candler1997-1998

George T. Stewart1990-1996

Terry H. Jamerson2005-2007

Stuart C. Fauber2008-Present

Yuille Holt III2008-2009

Executive Directors and Presidents Over the Years

The Greater Lynchburg Community TrustLeadership at

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

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

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

William E. Gayle Jr2010-2011

MaryJane Dolan2012-present

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The Greater Lynchburg Community Trust

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The Greater Lynchburg Community Trust celebrated 40 years of service to our communities during our 2012-2013 fis-cal 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 announce-ment 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 Celebra-tion Dinner at the James River Conference Center. The 230 guests in attendance were spellbound by our featured speaker,

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

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Melissa Jones and Ashlan Jones

Elliot and Rosel Schewel and MaryJane Dolan

Gracie and Deems Melvin

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

Leland Melvin and MayJane DolanEllen and Bill Jamerson

FundsA Sampling of Our

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 com-munity needs.

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

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 Commu-nity 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 memo-rial 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.

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Bill and Rachel Blandford

Brad Sowers

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, admin-istrators, 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 commu-nity 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.

Daly Legacy Fund - $63,724

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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C. W. Seay

Jim and Lynn Daly

The Grantmaking Process - $639,966

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 Hub-bard, 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 commit-tee’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.

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Our Distribution Committee hard at work.

Students make plans for the future.

Grants in 2013A Sampling of Our

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.

Volunteers make much needed home repairs.

Theatre thrives in Central Virginia.

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 organi-zation 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.

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. Endsta-tion 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.

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

Types of Funds:

Unrestricted FundContributions 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 FundThe donor specifies areas of interest (youth, elderly, education,

arts, medical, etc.) to be supported by the fund.

Donor Designated FundAt the time of establishing a fund the donor may name the

organization(s) or institution(s) to be its beneficiaries.

Donor Advised FundThe donor may from time to time suggest specific grants to be

made from his/her fund.

Scholarship FundEnables donor to establish an endowment to fund annual

scholarships.

Temporary FundFunds created when assets are delivered to The Trust with the

expectation that they will ultimately be distributed for charitable purposes.

Operating EndowmentThe income from this fund is used to help meet The Trust’s

operating costs, thereby increasing the amount available for charitable distribution.

FundsTypes ofUnrestricted 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

FundsOur

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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

Fair Market Value as of June 30, 2013

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FundsOur

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

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

continued

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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

$13,853.70Eleanor and Jimmy Atkins Fund

$167,717.48Barnard 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

Fair Market Value as of June 30, 2013

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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

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

$3,440.52Louise 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

FundsOur continued Fair Market Value as of June 30, 2013

Grants 2012-2013Our

17

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

Charitable OrganizationsAcademy of Fine Arts - LynchburgAdult Care CenterAltavista Area YMCAAltavista/Campbell County HabitatAlzheimer’s Association of Central and Western VirginiaAmazement SquareAmherst County Habitat for HumanityAmherst County Public Schools Education Foundation, Inc.Amherst Glebe Arts Response, Inc.Anne Spencer House & Garden Museum, Inc.Appomattox County Historical Society, Inc.Avenel FoundationAwareness Garden Foundation, Inc.Bedford Area Education FoundationBedford Christian Ministries Association, Inc.Bedford Community Christmas Station, Inc.Bedford Community OrchestraBedford House, Inc.Bedford Humane Society, Inc.Big Brothers Big Sisters of Central VABig Island Emergency CrewBig Island LibraryBig Island Volunteer Fire DepartmentBig Otter Mill Foundation, Inc.Blue Ridge Area Food BankBlue Ridge Pregnancy CenterBoonsboro Volunteer Fire and RescueBoys & Girls Club of Greater LynchburgBrook Hill Retirement Center for Horses, Inc.Camp C.H.I.L.D.Camp Kum-Ba-Yah, Inc.Campbell County Public Library FoundationCASA of Central VirginiaCentra FoundationCentral Virginia Academy for Nonprofit Excellence, Inc.Central Virginia Elite Youth FootballChildren’s Miracle NetworkChurches for Urban Ministry

Citizens for Altavista BaseballCoalition for HIV Awareness and PreventionCourt Street Baptist ChurchCourt Street United Methodist ChurchDance Theatre of LynchburgDrive-To-WorkE. C. Glass High School AthleticsElizabeth’s Early Learning CenterEndstation Theatre CompanyFaith Christian AcademyFort Early CorporationFree Clinic of Central VirginiaFriends of the Lynchburg Public LibraryFriends of the Rivermont Historical SocietyFuture Focus FoundationGirl Scouts of Virginia Skyline CouncilGleaning for the WorldHabitat for Humanity - Greater LynchburgHarvest Outreach Center, Inc.Heart HavensHistoric Virginia Chapter/American Red CrossHoliday Lake 4-H Education and 4-H Camp for

Lynchburg YouthHoly Cross Catholic ChurchInterfaith Outreach AssociationJames River AssociationJefferson Choral SocietyJohnson Health CenterJones Memorial LibraryJubilee Family Development CenterLake Christian Ministries, Inc.Legacy Project, Inc.Lynchburg Area Food BankLynchburg Art ClubLynchburg Beacon of HopeLynchburg City Schools Edu. Fdn., Inc.Lynchburg Community Action GroupLynchburg Daily Bread, Inc.Lynchburg GrowsLynchburg Historical Foundation, Inc.Lynchburg Humane SocietyLynchburg Literacy Council, Inc.Lynchburg Public Library

18

Lynchburg Road RunnersLynchburg Symphony OrchestraLynchburg Tennis Patrons AssociationMDM Networking, Inc.Meals on WheelsMental Health America of Central VirginiaMiller Home of LynchburgMiriam’s HouseMonacan Indian NationNational D-Day Memorial FoundationNew Vistas SchoolOpera on the James, Inc.P.E.O. FoundationPark View Community MissionPatrick Henry Family ServicesPatrick Henry Memorial FoundationPlanned Parenthood Health Systems, Inc.Poplar ForestPresbyterian Homes and Family Services, Inc.Randolph College - Maier Museum of ArtReach Out and Read VirginiaRebuilding Together - Campbell CountyRebuilding Together - LynchburgRivermont Area Emergency Food PantryRivermont Evangelical Presbyterian ChurchRush Lifetime HomesSAARA of Virginia: Lynchburg ChapterShriners Hospital for ChildrenSmart Beginnings of Central VirginiaSML Good Neighbors, Inc.Society of St. Andrew, Inc.South Central Spay and Neuter ClinicSouthern Memorial AssociationSt. Peter’s Episcopal ChurchSt. Stephen’s Episcopal ChurchSt. Thomas Episcopal ChurchSTEP with Links ProgramTeam Genesis, Inc.The Arc of Central VirginiaThe Ellington Fellowship PlayhouseThe Gateway House, Inc.The Lynchburg Chapter of The Links, Inc.

The Salvation ArmyThe Sedalia Center, Inc.The Virginia Tech Foundation, IncUnited Way of Central VirginiaVirgina Foundation for Independent CollegesVirginia Center for Inclusive CommunitiesVirginia Center for the Creative ArtsVirginia Hunters Who Care, Inc.Virginia Legal Aid SocietyVirginia Repertory TheatreWheels on the JamesWintergreen Adaptive SkiingYMCA of Central VirginiaYWCA of Central Virginia

ScholarshipsLocal students received a total of $38,805,79 in scholarships in 2013 to attend 22 schools:

Central Virginia Community CollegeChristopher Newport UniversityEmory & Henry CollegeGeorge Mason UniversityGuilford CollegeIthaca CollegeJames Madison UniversityLiberty UniversityLynchburg CollegeMary Washington UniversityRadford UniversityRandolph CollegeShenandoah UniversitySouthside Virginia Community CollegeSweet Briar CollegeUniversity of MarylandUniversity of North Carolina WilmingtonUniversity of VirginiaUniversity of Virginia at WiseVirginia Commonwealth UniversityVirginia TechWake Forest University

Grants 2012-2013Our continued

2012-2013 ContributorsThe Greater Lynchburg Community Trust recognizes and thanks the individuals and organizations who have made contribu-

tions in the year 2012-2013. Their names appear below.

19

Community Heroes $10,000+ (40th Anniversary Gifts & Pledges)Earl and Judi AdamsSharon and Sandy AinslieJohn and Bettie AlfordJimmy AtkinsBank of the JamesBrock BarkleyR. Harmon BeauchampBetty Lynn and John BlanksCarole and David BowenDrs. Teresa and Robert BrennanMr. and Mrs. B. Douglas BrockmanPaula and Michael BryantDick and Elsie ByrneMr. and Mrs. James K. CandlerMr. Thomas C. CappsMr. and Mrs. Samuel P. CardwellKim and Dan CareyMr. and Mrs. Richard A. Carrington, IIIMr. and Mrs. C. Lynch Christian, IIIDonna and Gary ClarkJim and Lynn DalyDavidson & Garrard, Inc.Jane and William DavisRosemary and George DawsonLynn L. DodgeMaryJane DolanLinda and Rick EdwardsMr. and Mrs. Stuart C. FauberRob and Judy FinchCharlotte FischerMr. and Mrs. John M. FlippinJudy and Bill GayleDon and Frances GilesMary and David HarmanMichael and Elizabeth HarringtonLucy Woodall Harris

William P. HarrisMr. David A. HerrickDr. and Mrs. William A. Hobbs, Jr.Mr. and Mrs. Yuille Holt, IIIChristine and Hylan HubbardCinda and George HurtEllen and Bill JamersonTerry and Phillip JamersonAnne and Bruton LangleyMr. and Mrs. Andrew LarsenSarah P. McBratneyWilliam E. McBratney, Jr.Violet O. MitchellJessica and Alex NewmarkEllen and Thomas NygaardChristine and Gus PetticolasCharlie and Mary Jane PryorMargaret and Bill QuillianDrs. Moira Rafferty and Robert BassJim and Amy RayJim and Dana RedmondRobert and Cary RobertsWinnie SchenkelThe Honorable Elliot and Rosel

SchewelMarc A. SchewelMarguerite F. SingletonSouthern AirJoyce R. StonePeter W. and Gail H. ThomasEmmy Lou ThomsonRoger L. and Debora M. TrentThe Valentine FamilyKay and Kent Van AllenDiane M. and William M. WalkerMr. and Mrs. Massie G. Ware, Jr.Kenneth S. and Jane B. WhiteSterling A. Wilder & FamilyPhyllis WorkmanVirginia C. Wyatt

George ZippelAnonymous (2)

1972 Society $10,000+Altria Group, Inc.America’s CharitiesBank of the JamesMr. and Mrs. David L. BowenMr. Richard ByrneDr. and Mrs. Daniel CareyMr. and Mrs. James F. DalyMr. and Mrs. George W. DawsonMr. Adrian GagesteynDr. and Mrs. William E. Gayle Jr.Harwood Memorial Trust Dr. David A. JohnsonMr. and Mrs. Lemuel E. LewisLynchburg City Schools Education

Foundation, Inc.Ms. Sarah P. McBratneyMr. William McBratneyMr. and Mrs. Robert RobertsMr. and Mrs. Paul E. Sackett Jr.Mr. and Mrs. Elliot S. SchewelSouthern AirStemmons FoundationVACORPVirginia Resources AuthorityVML Insurance ProgramsWachovia Wells Fargo FoundationMr. George ZippelAnonymous

2012 –2013Contributors continued

20

Chairman’s Club $5,000 - $9,999Mr. and Mrs. Earl R. AdamsMr. and Mrs. Lee S. Ainslie Jr.Mr. and Mrs. B. Douglas BrockmanMr. and Mrs. James K. CandlerMr. and Mrs. Richard A. Carrington IIIMr. George CostanDraper Aden Associates, Inc.Mr. and Mrs. Robert L. Finch Jr.Dr. and Mrs. David HarmanJunior League of LynchburgMs. Violet O. MitchellMr. and Mrs. Alexander M. NewmarkDr. and Mrs. Charles W. Pryor Jr.Dr. and Mrs. William F. Quillian Jr.Mr. and Mrs. W. Kent Van Allen Jr.Wiley & Wilson

Director’s Cabinet $2,500 - $4,999Mr. and Mrs. John R. AlfordMr. and Mrs. John T. BlanksDrs. Robert and Teresa BrennanCamp Kum-Ba-Yah, Inc.C. B. Fleet, Inc.Davidson & Garrard, Inc.Mr. John C. Farnandez Jr.Mr. and Mrs. Michael B. HarringtonMr. and Mrs. Yuille Holt IIIMr. and Mrs. Alex HutchersonMr. Kevin JonesMr. and Mrs. Andrew J. LarsenPiedmont Community Health Plan, Inc.Dr. and Mrs. James S. Redmond Jr.Mr. David RussellMrs. Bonnie StewartMr. and Mrs. Peter W. ThomasAnonymous

President’s Council $1,000 - $2,499Drs. Bass and RaffertyBB&TMr. R. Harmon BeauchampMs. Bonnie D. BenedictDr. and Mrs. Robert H. Bowden Jr.Ms. Carolyn G. Brown and Ms. Paula

PatromMr. Thomas C. CappsMr. and Mrs. Samuel P. CardwellMr. and Mrs. Lamar CecilMr. and Mrs. William R. ChambersMr. and Mrs. C. Lynch Christian IIIDr. and Mrs. Gary A. ClarkDr. and Mrs. Robert D. CookMr. Arthur G. CostanMr. Timothy CourvilleMrs. George B. CraddockMr. and Mrs. John W. CraddockMr. and Mrs. William A. DavisMr. and Mrs. Henry H. DennisDHS Memorial Wall CommitteeMs. Lynn L. DodgeMr. and Mrs. Richard N. Edwards Jr.Mr. and Mrs. Rodger W. FauberMr. and Mrs. Stuart C. FauberMrs. Louis C. Fischer IIIMr. and Mrs. John M. FlippinGE FoundationMr. and Mrs. Donald M. GilesDr. and Mrs. Richard D. GilesMr. and Mrs. R. Bryant HareMr. William P. HarrisMrs. Harry J. HoossMr. and Mrs. Hylan T. Hubbard IIIDr. and Mrs. George A. HurtMr. and Mrs. Phillip C. JamersonMs. Anne M. LangleyMr. and Mrs. Bruton A. LangleyMr. and Mrs. Chris C. Langley

National D-Day Memorial Foundation

Dr. and Mrs. Thomas W. NygaardMs. Barbara PickettMs. Marsha H. PontonR. R. Donnelley CompanyMr. and Mrs. James C. RayDr. and Mrs. Daniel F. SavageMr. Marc A. SchewelSunTrustThe Valentine FamilyDr. and Mrs. David R. VaughnDiane and Billy WalkerMr. and Mrs. John A. Watts Jr.Mr. and Mrs. Thomas A. WellsMr. Sterling A. WilderDr. and Mrs. Jeffrey W. WilsonDr. and Mrs. Joseph H. WombwellMrs. Robert M. WorkmanAnonymous (2)

Community Supporters $500 - $999Mr. James A. Ackley Jr.Mr. Robert AckleyMr. and Mrs. John R. Alford JrAppomattox County School

EmployeesMr. and Mrs. John D. BrooksMr. and Mrs. Carl W. CalandraMs. Karen E. CampbellMr. and Mrs. J. Cole CandlerMr. and Mrs. Charles L. CarringtonCharlottesville Area Community

Foundation (Stillfield Fund I)Mr. and Mrs. Mace T. ColemanMrs. William A. Cook Jr.Mrs. Powell G. Dillard Jr.Mr. and Mrs. Eugene R. FischerDr. and Mrs. Ronald J. FisherDr. and Mrs. Paul F. Fitzgerald

Mr. Paul M. FitzgeraldMr. and Mrs. Keith FranklinMr. Robert L. Galloway Jr.Mrs. Marianne S. GallowayMr. Garland M. GayMr. and Mrs. James M. GravelyDr. and Mrs. James R. HengererMr. David A. HerrickDrs. Robert and Janet HickmanMrs. Eunice M. HobbsDr. and Mrs. William A. Hobbs Jr.Mr. and Mrs. William E. JamersonMr. and Mrs. Edwin N. JamesMr. Peter W. KarrasMr. and Mrs. Joseph C. Knakal Jr.Dr. and Mrs. Walter KrugMr. and Mrs. Daniel G. LangMs. Lydia LangleyLegal & General Investment

Management AmericaMr. and Mrs. H. Michael LucadoOpera on the James, Inc.Mr. and Mrs. William W. PaxtonMr. and Mrs. J.R. Pugh IIIMr. and Mrs. William F. Quillian IIIMr. and Mrs. Neil V. RaymondMr. Charles L. RobertsMs. Elizabeth C. RobertsMrs. Charles H. SackettMr. and Mrs. Terry G. SolbergSt. Thomas Episcopal ChurchMs. Liz Sumpter and Mr. Brian R.

CarltonMrs. A. Kendall SydnorDr. Francis B. Teague Jr.Ms. Emmy Lou ThomsonMr. and Mrs. George C. Walker Jr.Mr. and Mrs. Massie G. Ware Jr.Mr. and Mrs. T. Ashby Watts IIIDr. and Mrs. Tracy A. WheelockMr. and Mrs. Sackett WoodAnonymous

Foundation Friends $1 - $499Ms. Mary Spence AcreeMr. and Mrs. Lloyd C. AgnewMr. and Mrs. Alfred J. AlbistonMr. and Mrs. James K. AlexanderMs. Sarah Land AlexanderMrs. Elizabeth M. AlfordMr. and Mrs. Gary F. AllenMary and Bob AmannMr. and Mrs. Arthur A. AnseleneMs. Laura B. AnthonyMs. Shelby G. ApffelAppomattox County School BoardMs. Janet C. AresonMr. and Mrs. Roger ArthurMr. and Mrs. Robert M. BaileyMr. Robert M. BaileyDr. and Mrs. Robert G. BassDr. and Mrs. Samuel BaumBedford Museum & Genealogical

LibraryMr. and Mrs. Douglas B. BellaireDr. and Mrs. Richard L. Bendall Jr.Dr. James E. Blackburn IIDr. Laura BlissMrs. M. Stephen BlosserDr. and Mrs. Scott S. BrabrandDr. and Mrs. George W. BradyMr. James H. BrentMr. Brent L. BrooksMr. and Mrs. Robert P. Brown Jr.Mr. and Mrs. Frank H. BuhlerMr. and Mrs. Ralph E. Burnett Jr.Mr. and Mrs. J. E. Burton IVMr. Bernard Y. Calvert IIIMr. George E. Calvert Jr.Mr. and Mrs. William CardwellCarrington Properties LLCAudrey D. Cary Revocable TrustMr. Joseph P. Casey

Mr. and Mrs. Fred R. CawthorneMr. and Mrs. W.H. CaytonMr. and Mrs. S. Allen Chambers. Jr.Cherry Bekaert & Holland LLPMr. and Mrs. Clyde T. ClarkMr. James L. Clark and Ms. Stacey

HinderliterMrs. Julius E. Clark IIIMr. and Mrs. Robert E. ClarkeClays Crossing Property Owners

Association, Inc.Ms. Alexandra Clair ColombMr. and Mrs. James G. Conrad Jr.Dr. and Mrs. Robert D. CookMs. Elizabeth M. CooperMr. and Mrs. James M. CostanMr. and Mrs. R. M. CowardMr. and Mrs. R. Mark CoxMr. and Mrs. Theodore J. CraddockThe Honorable and Mrs. Jesse C.

Crumbley IIIMr. Peter V. DanielMr. Joe M. Davidson Jr.Mr. and Mrs. William S. DavidsonMs. Beverly T. DavisMr. and Mrs. G. Edgar Dawson IIIMr. Charles E. DellingerMs. Rebecca T. DicksonMr. and Mrs. G. Alex DiromMs. MaryJane DolanMs. Carolyn C. DoyleMs. Noel B. DraperMs. Susan DrummwrightMrs. William M. DudleyMr. and Mrs. Robert L. DunstoneMr. and Mrs. Eldon H. EasterMr. and Mrs. Gordon EcholsMs. Dorothy ElderDr. and Mrs. Robert I. ElliottDr. Thomas W. Eppes Jr.Mr. and Mrs. John H. EvansMr. and Mrs. J. E. Fauber III

21

2012 –2013Contributors continued

22

Mrs. Alice FergusonMr. and Mrs. John R. Ferry Jr.Mrs. J. DeNoon FixMr. and Mrs. William M. FloydMr. and Mrs. Garrett T. FordDr. and Mrs. Kiah T. Ford IIIMs. Kate V. ForsythFoster Electric Company, Inc.Dr. and Mrs. Parham FoxMr. and Mrs. David S. FrancisMr. and Mrs. Calvin K. FranklinDr. and Mrs. David FrantzMr. and Mrs. Eugene G. FrantzMs. Betty V. FulcherMr. and Mrs. Ray GarlandMs. Shari E. GarnseyDr. and Mrs. Kenneth R. GarrenDr. and Mrs. T. Scott GarrettMr. and Mrs. Robert H. Gilliam Jr.Ms. Jacqueline L. GinnDr. and Mrs. David A. GladwellDr. and Mrs. Robert L. GlennMr. and Mrs. Gene GoleyMr. and Mrs. Lewis B. Goode Jr.Greater Lynchburg Habitat for

HumanityMs. Doris P. HaileyMr. and Mrs. Barry E. HallMr. John N. HallMs. Margaret HallDr. and Mrs. Edward H. Hancock Jr.The Reverend and Mrs. Richard T.

HarbisonMr. E. Tom Harris IIIMs. Lucy Woodall HarrisMrs. Richard A. Harris Jr.Mr. and Mrs. Dodd HarveyMr. Frank HarveyMr. W. Eston HarveyMiss Anne F. Henderson

Mr. and Mrs. Charles D. Herbolsheimer

Dr. and Mrs. Carl E. HesterMr. and Mrs. Thomas P. HicksMr. and Mrs. J. E. Hite Jr.Mrs. S. Bolling HobbsMs. Marguerite B. HoltMr. John H. Hughes IIIMr. and Mrs. William E. Hunt Jr.Mr. Donald W. HuskeyDr. Stewart W. HustedMr. and Mrs. Christian S. HutterMr. and Mrs. William B. HutterMs. Stacy IrvinMr. and Mrs. E. Glenn JenkinsMr. and Mrs. Ezra A. JenkinsMs. Nettie M. JenkinsMr. Eric S. JohnsonMr. and Mrs. H. Wayne JonesMr. Jack Jones Mr. Jack Jones Jr.Mr. Kevin JonesMs. Linda S. JonesMr. and Mrs. Edward E. KableMr. Gregory W. KellyMs. Shirley C. KossThe KVA FoundationMs. Lydia LangleyMr. and Mrs. Stewart LangleyMr. and Mrs. Kevin S. LareauMr. and Mrs. Harry G. LeeMr. John LeebrickDr. and Mrs. David W. LeffkeMr. and Mrs. Frank J. LevandoskiMs. Anne C. LewisMr. and Mrs. Emmett W. LifseyMr. and Mrs. Dean LindemanMr. and Mrs. Robert W. LohrLynchburg Ready Mix Concrete Co.,

Inc.Dr. and Mrs. James L. Lynde

Lynita F. Tuck, Inc.Ms. Catherine Lynn and Mr. Vincent

ScullyMr. Ronald L. Maher Jr.The Reverend Dwight R. MaysMr. and Mrs. William N. MaysMrs. Langhorne McCarthyMr. and Mrs. Cleve McGeheeMr. W. G. McKenna Jr.Mr. and Mrs. John M. McNearyMrs. A. Craddock McWaneMr. and Mrs. Paul T. McWaneMr. F. Craig MeadowsDrs. Kappa and James MeadowsMelinda’sMrs. Marsha U. MeltonMs. Mary Steve MeriwetherMs. Lucinda L. MesterMs. Cynthia S. MockMontague-Betts CompanyMr. and Mrs. Frank MorrisonMr. and Mrs. Norwood O. MorrisonMr. and Mrs. Richard T. MosbyMr. and Mrs. Terrell D. MoseleyDr. and Mrs. Paul R. MudrickMs. Barbara MurphyMr. and Mrs. Michael P. MurrayMs. Thelma G. NaffMr. and Mrs. Dean S. NashDr. and Mrs. Wade A. NeimanMr. and Mrs. Wistar P. NelliganMr. J. Randolph NelsonNew Vistas SchoolNew York Life Insurance CompanyMr. Albert L. Nichols Jr.Dr. and Mrs. Richard NilesMr. and Mrs. Robert B. NuckolsMr. and Mrs. Robert M. O’BrianMs. Anne F. OdellMs. Barbara W. OwenMr. and Mrs. Stephen F. Owen

23

Dr. and Mrs. William E. PainterMr. and Mrs. P. Tulane PattersonMr. and Mrs. L. Kimball PayneDr. and Mrs. James M. Peery Jr.Mr. Floyd PetersDr. and Mrs. Augustus A. Petticolas Jr.Mr. and Mrs. David T. Petty Jr.Ms. Lisa C. PhillipsMs. Rebecca M. PinkertonMr. and Mrs. James W. PoatsMr. and Mrs. Raymond A. PollardDr. and Mrs. Edward PollowayMr. and Mrs. R. Gregory Porter IIIMr. and Mrs. Richard G. PumphreyMs. Anne A. QuillianMr. Scott S. RaineyMr. and Mrs. Harb RankMr. and Mrs. Donald C. Rapp Jr.Ms. Elizabeth S. RathboneDr. and Mrs. Larry H. RedmondMr. F.B. ReidMr. and Mrs. Charles R. RevereMs. Sarah RhodesMr. and Mrs. James R. RichardsMr. John F. RichardsDr. and Mrs. Jeffrey O. RileyMr. and Mrs. Frank C. RoddeyMs. Betty J. RollinsMr. and Mrs. O. Randolph RollinsMr. and Mrs. Ron RoseveareMs. Shanda K. RoweMr. and Mrs. David M. RoyerMr. Edward H. Ruffner Jr.Dr. Mort SajadianMs. Frances L. SayreMr. Randall L. SayreMrs. Bertram R. SchewelMr. and Mrs. Gary SchonmanMr. J. Todd ScruggsMr. Jesse SeiferthMr. and Mrs. Joseph M. Seiffert

Mr. and Mrs. Corey E. SensabaughMr. Granville C. SewellMr. and Mrs. Gerard F. SheraykoDrs. Kenneth A. SherbanMr. and Mrs. George W. ShorterMs. Beth SimpsonMr. and Mrs. Kent A. SmackMs. Charlotte SmithMs. Elizabeth M. SmithMs. Shirley B. SmithDr. and Mrs. Eric J. SorensonMr. and Mrs. Kenneth S. SowersSt. Peter’s Episcopal ChurchMs. Elaine D. St. VincentMr. John David StallingsMs. Jean StewartDr. Edward J. StollMs. Margie Anne G. SuhlingThe Supply Room Companies, Inc.Mr. and Mrs. Ted A. SwansonMs. Amelia A. TalleyMr. and Mrs. F. Calvin TannerMr. and Mrs. James R. Tate Jr.Mr. and Mrs. J.H. TaylorMs. Lisa M. TaylorMr. and Mrs. Robert B. TaylorTraneMr. and Mrs. Donald H. TuckerMr. and Mrs. William O. Tucker Jr.Mr. and Mrs. Stuart J. TurilleMs. Marcia TuttleMr. and Mrs. Marvin C. TweedyDr. Thomas T. UpshurMr. and Mrs. J. P. VaughanMr. and Mrs. George D. Vermilya Jr.Ms. Ann J. VestMr. and Mrs. Clinton A. VinceMs. Ann Marie VinsonMs. Marie WallerMrs. Dorothy P. WatkinsMs. Phyllis Webb

Mr. and Mrs. Donald M. WechslerDrs. Ken and Patty WestMr. J.R. WheelerMr. and Mrs. Charles B. WhiteMs. Frances A. WhiteMr. James E. WhiteThe Honorable and Mrs. Paul

Whitehead Jr.Mr. and Mrs. Frank WhittenMr. and Mrs. Reynolds C. Williams Jr.Mr. and Mrs. A. Brady WilliamsonMs. Sue B. WillisMr. and Mrs. Dean E. WilsonMr. and Mrs. James C. WilsonMr. and Mrs. William E. Wilson IIIMr. and Mrs. C. Clark Wingfield Jr.Ms. C. Faye WoodMr. Gorham B. WoodMr. and Mrs. Robert C. Wood IIIMr. Jeffrey YoungMrs. Louise B. YoungDr. and Mrs. Richard ZechiniAnonymous (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.

Our ProgramYouth Philanthropy

24

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 presenta-tions 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.

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

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

25

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 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.

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.

The Legacy Society

The Legacy Society

Josephine S. BennettGeorge E. Calvert Jr.

Mr. and Mrs. Samuel P. CardwellMaryJane Dolan

Geraldine S. FarmerCharlotte 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 McFadenBill and Margaret Quillian

Winnie SchenkelWalker and Sallie Sydnor

Emmy Lou Thomson Miriam and Jim TaylorEmmy Lou Thomson

Patsy WarrenKenneth S. and Jane B. White

Anonymous (3)

OurFinancials

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.

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%.

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

Total Investments:

26

$30,000,000

$40,000,000

$20,000,000

$15,000,000

$10,000,000

$5,000,000

$0

07/01/08–06/30/09

$23,484,132

07/01/09–06/30/10

07/01/10- 06/30/11

07/01/11- 06/30/12

07/01/12- 06/30/13

$25,049,085 $28,587,475 $28,510,743

$32,009,302

.25%

.50%

.75%

1.00%

1.25%

0%

.96% .95%.98%1.02% 1.02%

07/01/08-06/30/09

07/01/12-06/30/13

07/01/09-06/30/10

07/01/10- 06/30/11

07/01/11- 06/30/12

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

Annual Grants Awarded:

Grants Awarded: Fiscal Year 07/2012 – 06/2013

Children’s Programs $496,713.05

36.42%

Crisis Programs $226,992.67

16.65%

Education $125,463.16

9.20%

Healthy Living$265,971.41

19.58%

Historical Preservation$95,069.82

6.97%

Family Programs$62,927.80

4.61%

27

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.

Arts$89,581.82

6.57%

$1,500,000

$1,200,000

$900,000

$600,000

$300,000

$0

07/01/08–06/30/09

$1,310,148

07/01/09–06/30/10

07/01/10- 06/30/11

07/01/12- 06/30/13

07/01/11- 06/30/12

$1,407,065$1,350,779 $1,363,719$1,338,836

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

The Greater Lynchburg Community Trust101 Paulette Cir., Ste B Lynchburg VA 24502Phone 434/845-6500Fax 434/845-6530www.lynchburgtrust.org

Why Do People Choose The Greater Lynchburg Community Trust?• 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.

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

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Confirmed in Compliance with NationalStandards for U.S. Community Foundations