This organization files Form 990, which has no section for application policy. Its filings cannot say either way.
The latest filing we hold carries no statement about applications. That is not the same as closed: public-charity Form 990s have no field for it, and many foundations leave the section blank.
Grants paid by year
Total assets by year
Where the money went · FY2023
Form 990 splits expenses into program services, management and fundraising. The split is self-reported, and a grantmaker, a research institute and a direct-service nonprofit book the same work differently. A line the return does not carry reads "not available"; it is never counted as zero.
| Year | Form | Revenue | Expenses | Grants paid | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2023 | 990 | $276,609,869 | $276,840,316 | $64,982,065 | $2,535,613,259 | $2,211,841,577 |
| FY2022 | 990 | $248,819,904 | $254,894,072 | $63,207,496 | $2,488,364,359 | $2,214,533,746 |
| FY2021 | 990 | $258,505,782 | $239,141,002 | $58,493,375 | $2,582,500,341 | $2,300,932,352 |
| FY2020 | 990 | $186,199,453 | $241,164,102 | $57,225,613 | $2,101,751,936 | $1,826,636,614 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 78% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| CITY OF LEXINGTON VALEXINGTON, VA | PAYMENT IN LIEU OF TAXES | $643,608 | 2023 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Michael R Mcalevey | RECTOR | 6.00 | $0 |
| Wangdali C Bacdayan | TRUSTEE | 4.00 | $0 |
| James L Baldwin | TRUSTEE | 4.00 | $0 |
| Dana J Bolden | TRUSTEE |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| PAYMENT IN LIEU OF TAXES |
| $567,397 |
| 2022 |
| CITY OF LEXINGTON VALEXINGTON, VA | PAYMENT IN LIEU OF TAXES | $567,397 | 2021 |
| CITY OF LEXINGTON VALEXINGTON, VA | PMT IN LIEU OF TAXES | $567,397 | 2020 |
| NDPONICSLEXINGTON, VA | PROGRAM SERVICE | $111,076 | 2023 |
| Lexington Golf and Country ClubLEXINGTON, VA | PROGRAM SERVICE | $40,000 | 2020 |
| ROCKBRIDGE AREA RELIEF ASSOCIATIONLEXINGTON, VA | PROGRAM SERVICE | $30,045 | 2023 |
| ROCKBRIDGE AREA FREE CLINICLEXINGTON, VA | PROGRAM SERVICE | $25,000 | 2023 |
| ROCKBRIDGE AREA FREE CLINICLEXINGTON, VA | PROGRAM SERVICE | $25,000 | 2022 |
| Kendal at LexingtonLEXINGTON, VA | PROGRAM SERVICE | $20,000 | 2020 |
| OMICRON DELTA KAPPA SOCIETY INCLEXINGTON, VA | PROGRAM SERVICE | $20,000 | 2021 |
| OMICRON DELTA KAPPA SOCIETY INCLEXINGTON, VA | PROGRAM SERVICE | $20,000 | 2022 |
| LEXINGTON RETIREMENT COMMUNITY INCLEXINGTON, VA | PROGRAM SERVICE | $20,000 | 2021 |
| MAIN STREET LEXINGTONLEXINGTON, VA | PROGRAM SERVICE | $10,000 | 2022 |
| OMICRON DELTA KAPPA SOCIETY INCLEXINGTON, VA | PROGRAM SERVICE | $10,000 | 2023 |
| LEXINGTON RETIREMENT COMMUNITY INCLEXINGTON, VA | PROGRAM SERVICE | $10,000 | 2022 |
| Rockbridge Area TransportationLEXINGTON, VA | PROGRAM SERVICE | $7,500 | 2020 |
| Rockbridge Area Relief AssociationLEXINGTON, VA | Program Service | $5,045 | 2020 |
| 4.00 |
| $0 |
| Scott B Boyd | TRUSTEE | 4.00 | $0 |
| John P Case Iii | TRUSTEE | 4.00 | $0 |
| J Lawrence Connolly | TRUSTEE | 4.00 | $0 |
| Christopher C Dyson | TRUSTEE | 4.00 | $0 |
| Clifford K Holekamp | TRUSTEE | 4.00 | $0 |
| Lee Hollis | TRUSTEE | 4.00 | $0 |
| George D Johnson Iii | TRUSTEE | 4.00 | $0 |
| David A Lehman | TRUSTEE | 4.00 | $0 |
| Samantha Mclemore | TRUSTEE | 4.00 | $0 |
| B Craig Owens | TRUSTEE | 4.00 | $0 |
| Elizabeth Berkheimer Pakenas | TRUSTEE | 4.00 | $0 |
| William G Payne | TRUSTEE | 4.00 | $0 |
| Laurie A Rachford | TRUSTEE | 4.00 | $0 |
| Brodie Gregory Riordan | TRUSTEE | 4.00 | $0 |
| John W Robinson Iii | TRUSTEE | 4.00 | $0 |
| Helen H Sanders | TRUSTEE | 4.00 | $0 |
| James R Small | TRUSTEE | 4.00 | $0 |
| Todd L Sutherland | TRUSTEE | 4.00 | $0 |
| Rowan Gp Taylor | TRUSTEE | 4.00 | $0 |
| Lizanne Thomas | TRUSTEE | 4.00 | $0 |
| William M Toles | TRUSTEE | 4.00 | $0 |
| Christopher H Williams | TRUSTEE | 4.00 | $0 |
| Jonathan M Wortham | TRUSTEE | 4.00 | $0 |
| William C Dudley | PRESIDENT AND TRUSTEE | 40.00 | $594,654 |
| Cynthia T Cheatham | TRUSTEE | 4.00 | $0 |
| Kelly B Golub | TRUSTEE | 4.00 | $0 |
| L James Lawson Iii | TRUSTEE | 4.00 | $0 |
| Nathan K Urquhart | TRUSTEE | 4.00 | $0 |
| Steven G Mcallister | TREASURER | 40.00 | $371,111 |
| Jessica L Willett | SECRETARY | 40.00 | $225,980 |
| Thomas Jennings | VICE PRESIDENT | 40.00 | $413,601 |
| Chawne Kimber | DEAN | 40.00 | $251,184 |
| Robert D Straughan | DEAN | 40.00 | $288,226 |
| Lena Hill | PROVOST | 40.00 | $370,232 |
| Melanie Wilson | DEAN | 40.00 | $192,985 |
| Elizabeth Oliver | PROFESSOR | 40.00 | $267,161 |
| Mark A Drumbl | PROFESSOR | 40.00 | $280,390 |
| Brian C Murchison | PROFESSOR | 40.00 | $297,532 |
| Maria Feeley | CHEIF LEGAL OFFICER & GC | 40.00 | $289,452 |
| Kristie Ford | ASSOCIATE PROVOST | 40.00 | $266,316 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990 · FY2024 · period ending Jun 30, 2024IRS bulk XML
Filing id 202531159349302023
Form 990 · FY2023 · period ending Jun 30, 2023IRS bulk XML
Filing id 202441359349306124
Form 990 · FY2022 · period ending Jun 30, 2022
Filing id 202321299349302562
Form 990 · FY2021 · period ending Jun 30, 2021
Filing id 202201329349303490
Form 990 · FY2020 · period ending Jun 30, 2020
Filing id 202111329349304296
Form 990 · FY2019 · period ending Jun 30, 2019
Filing id 202031369349302408
Form 990 · FY2018 · period ending Jun 30, 2018
Filing id 201910919349300006
Form 990 · FY2017 · period ending Jun 30, 2017
Filing id 201820469349300247
Form 990 · FY2016 · period ending Jun 30, 2016
Filing id 201720629349300907
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.