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Community Foundation for RockbridgeBath & Allegh

To improve the quality of life in the foundations service area by building permanent endowments and providing philanthropic leadership.

$1.2M
Granted FY2024still arriving
24
Grants FY2024still arriving
1
States reached
$469k
Largest
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2018 to 2024.

Health$959kHuman Services$179kEducation$142kPublic Safety & Disaster$104kFood & Nutrition$73kReligion$69kArts & Culture$50kAnimals$47kOther$0
02FY2024 · 24 grants

Where the money goes

Grants by size, and the largest recipients.

How this is measured
The 24 grants below total $760,425, the rows itemized in this filing. The $1,249,099 headline is the total grant expense on the return; the other $488,674 is giving the schedule does not break out (grants under the $5,000 itemization floor, grants to individuals, grants on other schedules). Every figure below describes the itemized rows only.

By grant size · FY2024

  • Under $10k12 grants · $79k
  • $10k–50k11 grants · $213k
  • $250k+1 grant · $469k
$10,000
Median grant
1
States reached
$10M
Total assets
Largest grants
RecipientAmount
Rockbridge Recovery Center$468,552
Camp Mont Shenandoah$31,600
Yellow Brick Road$30,400
The Community Table$28,605
Connection Plus Healthcare$27,151
Rockbridge Area Health Center$26,094
Rockbridge Area Habitat for Humanit$13,147
Boys Home of Virginia$12,997
Rockbridge Area SPCA$11,043
Mountain Gateway Community College$11,000
Valley Program for Aging Services$10,939
Patrick Henry Community Services$10,000
Feed the Need Foundation$9,500
Rockbridge Area Transportation Sys$8,500
Hoofbeats Therapeutic Riding Center$8,149
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY18–24, $483k) land where the poverty rate runs at 12%, against an area that typically sits at 13%. 0% of those dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 13%Vlley Program for Aging Se: $15k → 8%Patrick Henry Community Srvcs: $10k → 13%VALLEY PROGRAM FOR AGING: $10k → 8%Patrick Henry Community Services: $10k → 13%Rockbridge Area Hospice: $54k → 12%Rockbridge Relief Association: $50k → 12%Rockbridge Area Hospice: $36k → 12%ConnectionPlus Hospice: $34k → 12%Yellow Brick Road: $30k → 12%Rockbridge Area Relief: $30k → 12%Connection Plus Healthcare: $27k → 12%ROCKBRIDGE AREA HOSPICE: $25k → 12%ROCKBRIDGE AREA HOSPICE: $25k → 12%Project Horizon: $15k → 12%Rockbridge Christmas Baske: $14k → 12%Project Horizon: $12k → 12%ROCKBRIDGE AREA RELIEF: $10k → 12%Rockbridge Area Transportation Sys: $9k → 12%Rockbridge Aera Transporta: $8k → 12%Project Horizon: $7k → 12%Rockbridge Area Relief Association: $7k → 12%Kendal at Lexington: $5k → 12%Project Horizon: $5k → 12%Valley Program for Aging Srvs: $14k → 12%Valley Program for Aging Srvs: $11k → 12%Valley Program for Aging Services: $11k → 12%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

81%of every dollar goes to organizations it has funded before.
$1.4M · 17 repeat orgs$333k to everyone else

Grantees it renews have grown median revenue +36% since the first grant, against +16% for those funded once.

17 repeat relationships: 16 still active in FY2024, 1 since wound down; 8 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

17
21

Total granted

$1.4M
$228k

Median revenue growth · since first grant

+36%
+16%

Still filing today

88%
52%

New vs renewed · share of each year

In FY2024, 86% of grant dollars renewed an existing relationship; $105k went to new ones.

50%100%’18’20’21’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’18’20’21’22’23’24
Human ServicesEducationHealthPhilanthropyArts & CultureFood & NutritionOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • RA
    ROCKBRIDGE AREA HOSPICE INC
    6× · 2018–2024 · $201k · revenue +88%
  • RA
    ROCKBRIDGE AREA FREE CLINIC INC
    6× · 2018–2024 · $175k · revenue +157%
  • VP
    VALLEY PROGRAM FOR AGING SERVICES
    5× · 2020–2024 · $61k · revenue +0%

Funded once

  • BOXERWOOD EDUCATION ASSOCIATION
    one grant, 2021 · $28k · revenue +23%
  • NB
    NERIAH BAPTIST CHURCH
    one grant, 2018 · $25k
  • MS
    MAIN STREET LEXINGTONgraduated
    one grant, 2020 · $17k · revenue +83%
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Blue Ridge Health Center Inc

Community health center

—
2
Virginia Lutheran Homes Inc

Providing life-enriching services that promote well-being and build community.

—
3
Rockingham Library Association

To be an engaged community partner providing programs and services that bring people together, foster creativity, and encourage lifelong learning. mrl strives to be the welcoming heart of our community where all come to learn, discover,…

Education
4
Bridgewater Village Inc

Retirement housing

Housing & Shelter
5
Roane County Family Health Care Inc

The mission of roane family health care is to exceed the quality of care that our patients deserve and expect while surpassing community needs through innovative technology.

Health
6
Rockfish Valley Community Center Inc

To provide on a not-for-profit basis a safe and supervised area for cultural, recreational, social and educational activities for the citizens of Nelson County, VA

Human Services
7
Bridgewater Home Inc

Assisted Living and Nursing Care

Human Services
8
Blue Ridge Independent Living Center Inc

Assist the disabled community

Human Services
9
Richmond Residential Services Inc

Richmond residential services strives to provide person-centered care for individuals with diverse abilities and support needs, facilitating choice, growth and community participation

Human Services
10
Beckley Health Right Inc

To provide primary care services at no cost to uninsured and underinsured low income residents of west virginia.

Health
11
Rockcastle Hospital & Respiratory Care Center Inc

Rockcastle hospital is organized to provide medical care to members of its community. the hospital has a policy of accepting all patients within its primary service area regardless of ability to pay. mission: rockcastle hospital and…

Health
12
HealthFirst Bluegrass Inc

Healthfirst provides outpatient primary healthcare, behavioral health and dental services to the underserved and uninsured residents of fayette county and surrounding counties in kentucky.

Health
How this is measured
The grantee most central to the portfolio’s shape is United Way of Rockbridge Inc; the most unlike its peers is Rockbridge Recovery. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

27 grantees tracked through their own filings, 2017–2026.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2026, not grant rows in a single year, so this will not match the grant count on the cover. 27 of the 46 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

2
Load-bearing (≥25% of a budget)
8
Early backer (in before they grew)
27/27
Grantees still filing
20/27
Grew since first funded

Where the money sits, by cause and then by grantee

Rockbridge Recovery: $538,697 · HealthRockbridge RecoveryROCKBRIDGE AREA FREE CLINIC INC: $175,496 · HealthROCKBRIDGE AREA FREE CLINIC INCHOOFBEATS THERAPEUTIC RIDING CENTER INC: $38,573 · HealthROCKBRIDGE AREA HOSPICE INC: $200,822 · Human ServicesROCKBRIDGE AREA HOSPICE INCROCKBRIDGE AREA RELIEF ASSOCIATION INC: $96,305 · Human ServicesROCKBRIDGE AREA RELIEF ASSOCIA…VALLEY PROGRAM FOR AGING SERVICES: $61,022 · Human ServicesVALLEY PROGRAM FOR AGING SERVI…PROJECT HORIZON INC: $39,190 · Human ServicesPROJECT HORIZON INCYELLOW BRICK ROAD EARLY LEARNING CENTER INC: $30,400 · Human ServicesYELLOW BRICK ROAD EARLY LEARNI…PATRICK HENRY FAMILY SERVICES OPERATIONS INC: $20,000 · Human Services+3 more: $35,288 · Human Services+3 moreROCKBRIDGE AREA HABITAT FOR HUMANITY INC: $37,128 · OtherROCKBRIDGE AREA HAB…Camp Mont Shenandoah: $31,600 · OtherCamp Mont Shenandoa…NERIAH BAPTIST CHURCH: $25,000 · OtherNERIAH BAPTIST CHUR…FEED THE NEED FOUNDATION: $18,250 · OtherFEED THE NEED FOUND…The Walker Program: $16,381 · OtherThe Walker ProgramGRACE PRESBYTERIAN CHURCH: $12,861 · OtherNATURE CAMP FOUNDATION INC: $11,610 · OtherDABNEY S LANCASTER COMM COLLEGE: $11,000 · OtherTIMBER RIDGE CHURCH: $10,000 · OtherFAIRFIELD PRESBYTERIAN CHURCH: $10,000 · OtherCAMP MONT SHENANDOAH: $10,000 · OtherMAIN STREET LEXINGTON: $17,000 · OtherMAIN STREET LEXINGT…MOUNTAIN GATEWAY COMMUNITY COLLEGE EDUCATIONAL FOUNDATION INC: $10,000 · Other+13 more: $76,905 · Other+13 moreBOYS HOME INC: $41,319 · EducationSHENANDOAH UNIVERSITY: $13,261 · EducationSOUTHERN VIRGINIA UNIVERSITY: $12,000 · EducationREMINGTON COLLEGE: $12,000 · EducationHULLS ANGELS INC: $44,750 · Arts & CultureBOXERWOOD EDUCATION ASSOCIATION: $28,450 · Arts & CultureROCKBRIDGE COUNTY SPCA: $47,258 · AnimalsCOMMUNITY TABLE OF BUENA VISTA INC: $35,010 · Food & Nutrition
Health$752,766Human Services$483,027Other$297,735Education$78,580Arts & Culture$73,200Animals$47,258Food & Nutrition$35,010

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetRockbridge Recovery: $538,697 over 2y, 58% of budgetROCKBRIDGE AREA HOSPICE INC: $200,822 over 6y, 1.5% of budgetROCKBRIDGE AREA FREE CLINIC INC: $175,496 over 6y, 0.6% of budgetROCKBRIDGE AREA RELIEF ASSOCIATION INC: $96,305 over 4y, 7.3% of budgetVALLEY PROGRAM FOR AGING SERVICES: $61,022 over 5y, 0.4% of budgetROCKBRIDGE COUNTY SPCA: $47,258 over 5y, 3.1% of budgetHULLS ANGELS INC: $44,750 over 4y, 8.6% of budgetBOYS HOME INC: $41,319 over 3y, 0.4% of budgetPROJECT HORIZON INC: $39,190 over 4y, 0.9% of budgetHOOFBEATS THERAPEUTIC RIDING CENTER INC: $38,573 over 4y, 12% of budgetROCKBRIDGE AREA HABITAT FOR HUMANITY INC: $37,128 over 3y, 1.0% of budgetCOMMUNITY TABLE OF BUENA VISTA INC: $35,010 over 2y, 30% of budgetYELLOW BRICK ROAD EARLY LEARNING CENTER INC: $30,400 over 1y, 2.1% of budgetBOXERWOOD EDUCATION ASSOCIATION: $28,450 over 1y, 5.0% of budgetPATRICK HENRY FAMILY SERVICES OPERATIONS INC: $20,000 over 2y, 0.2% of budgetROCKBRIDGE AREA TRANSPORTATION SYSTEM INC: $16,000 over 2y, 1.1% of budgetROCKBRIDGE CHRISTMAS BASKET INC: $14,000 over 1y, 6.2% of budgetSHENANDOAH UNIVERSITY: $13,261 over 1y, 0.0% of budgetSOUTHERN VIRGINIA UNIVERSITY: $12,000 over 1y, 0.0% of budgetREMINGTON COLLEGE: $12,000 over 1y, 0.0% of budgetNATURE CAMP FOUNDATION INC: $11,610 over 2y, 2.7% of budgetMOUNTAIN GATEWAY COMMUNITY COLLEGE EDUCATIONAL FOUNDATION INC: $10,000 over 1y, 2.3% of budgetYOUNG MEN'S CHRISTIAN ASSOCIATION OF VIRGINIA'S BLUE RIDGE INC: $8,322 over 1y, 0.1% of budgetUNITED WAY OF ROCKBRIDGE INC: $5,288 over 1y, 2.4% of budgetBLUE RIDGE AREA FOOD BANK INC: $5,288 over 1y, 0.0% of budgetLEXINGTON RETIREMENT COMMUNITY INC: $5,288 over 1y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Carilion Rockbridge Community HospitalVA39× affinity16 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Carilion Rockbridge Community Hospital · United Way of Rockbridge Inc · Washington and Lee University · Homer & Mabel Derrick Foundation · Truist Foundation Inc · Dominion Energy Charitable Foundation · American Endowment Foundation · Vanguard Charitable Endowment Program · Network for Good · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Community Foundation for RockbridgeBath & Allegh funds: left to right is the share of its income from government, bottom to top the share from Community Foundation for RockbridgeBath & Allegh. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%4%15%34%60%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    11report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    typical government reliance, FY20–25
    How this is measured
    Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

    On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 46 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

    How this is measured
    Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

    Generated from the IRS Form 990 e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

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