Community Foundation for RockbridgeBath & Allegh
The Community Foundation for Rockbridge, Bath and Alleghany is a public charity based in Lexington, Virginia. It manages charitable endowed funds and provides grants for community development.
Community Foundation for RockbridgeBath & Allegh at a glance
In short: Community Foundation for RockbridgeBath & Allegh gave $760K across 24 grants in 2024 (avg $32K), mostly in Virginia. 42% of 2024 grantees were new. Source: 2024 IRS Form 990.
- Annual giving (2024)
- $760,425
- Grants made (2024)
- 24
- Average grant
- $31,684
- Median grant
- $9,750
- Total assets
- $10,186,971
- +11.6% vs 2023
- New grantees (estimate)
- 42% first-time grantees (10 of 24, 2024; small sample)
- Primary geography
- Virginia (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990, 2024 View filing
Data from IRS Form 990, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Community Foundation for RockbridgeBath & Allegh
- How to Apply
-
The foundation’s website describes one grant cycle per year and says qualified organizations may submit one request during the cycle using its grant application. The application asks for project and organizational information, including the amount requested, total project budget, project dates, anticipated results, number of local residents served, service area, other funding requests, and current services. Grants are generally for a defined purpose and period, normally no more than one year. The foundation typically does not fund donations, individuals, deficit financing, capital campaigns, endowments, fundraising events, operating support, or programs promoting religious doctrine or instruction. Faith-based organizations may apply for other purposes.
- Contact
Mailing address: PO Box 20, Lexington, VA 24450
Phone: (540) 463-0943
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Community Foundation for RockbridgeBath & Allegh funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Rockbridge Recovery Center ($469K). Together the top 10 received $661K.
Grant Size Distribution
100 grants across all recorded years
The most common grant size was under $50K: 94 grants of 100 (94%).
Geographic Focus
Where this funder awards grants
The foundation’s mission refers to its service area, and its website describes that area as Rockbridge, Bath, and Alleghany Counties. All 2024 grant dollars went to recipients in Virginia.
Grant Distribution by State
Share of 2024 grant dollars across all 24 itemized grants.
Cities
Is Community Foundation for RockbridgeBath & Allegh open to new grantees?
42%
first-time grantees, 2024
In 2024, 10 of 24 grantees (42%) were first-time recipients. With only 24 grantees, that is a small sample: one grantee more or less moves the share by about 4 points. First grants averaged $13K; repeat grants $45K. How we count
Medians: $10K first-time, $9K repeat.
Estimate from itemized grant lists in IRS Form 990 filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $90K (2020) to $802K (2023, 18 months). In 2024 it made 24 grants totaling $760K.
*2023: Covers 18 months (fiscal year-end changed).
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Rockbridge Recovery Center Buena Vista, VA | — | $468,552 |
| Camp Mont Shenandoah Millboro, VA | — | $31,600 |
| Yellow Brick Road Lexington, VA | — | $30,400 |
| The Community Table Lexington, VA | — | $28,605 |
| Connection Plus Healthcare Lexington, VA | — | $27,151 |
| Rockbridge Area Health Center Lexington, VA | — | $26,094 |
| Rockbridge Area Habitat for Humanit Lexington, VA | — | $13,147 |
| Boys Home of Virginia Covington, VA | — | $12,997 |
| Rockbridge Area SPCA Lexington, VA | — | $11,043 |
| Mountain Gateway Community College Clifton Forge, VA | — | $11,000 |
Ready to take the next step with Community Foundation for RockbridgeBath & Allegh?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2024 | $10,186,971 | $1,722,247 | $1,346,525 | $760,425 | 24 | $778,501 |
| 2023* | $9,131,314 | $3,048,310 | $1,474,785 | $801,755 | 37 | $445,451 |
| 2022 | $7,046,014 | $918,713 | $512,646 | $266,159 | 16 | $111,552 |
| 2021 | $7,729,548 | $1,879,129 | $644,655 | $261,414 | 16 | $102,892 |
| 2020 | $5,466,114 | $682,040 | $504,580 | $90,224 | 7 | $182,942 |
*2023: Covers 18 months (fiscal year-end changed).
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
The foundation’s mission is to improve quality of life in its service area by building permanent endowments and providing philanthropic leadership. Its 2024 filing describes its program as the administration and distribution of funds to enhance community development.
Its 2024 grants included organizations with varied missions. Rockbridge Recovery says it supports people, families, and communities affected by addictive behaviors through peer support, prevention, and education. Yellow Brick Road Early Learning Center serves children from six weeks to six years old. Rockbridge Area Hospice provides care and comfort for neighbors with serious illness and their families, while Rockbridge Area Free Clinic works to provide affordable health care. Rockbridge Area Habitat provides affordable housing solutions for low-income families.
Grantmaking
The foundation reported 24 grants totaling $760,425 in 2024. Grant amounts ranged from $1,250 to $468,552, with a median of $9,750.
The largest 2024 grants included $468,552 to Rockbridge Recovery Center, $31,600 to Camp Mont Shenandoah, $30,400 to Yellow Brick Road, $28,605 to The Community Table, and $27,151 to Connection Plus Healthcare. Other notable grants included $26,094 to Rockbridge Area Health Center, $13,147 to Rockbridge Area Habitat for Humanit, and $12,997 to Boys Home of Virginia.
Leadership & Key People
Leadership team and compensation from IRS filings
The foundation’s website lists Lori Turner as executive director. Its 2024 filing lists Greg Madsen as chairman, Ben Worth as vice chairman, Thomas Gosse as treasurer, and Joanne Robblee as secretary. Other directors listed on that filing are Steve Grist, Elizabeth Knapp, Christy Harris, Ralph Caldroney, Charles Barger, and Matt Fogo.
Community Foundation for RockbridgeBath & Allegh is led by Lori Turner, Executive Director on every filing since 2020; none of the 12 officers listed in 2024 report compensation.
Officers on the 2024 filing
Lori Turner
Executive Director
On filings since 2020
$30K (2020) → $0 (2024)
Greg Madsen
Chairman
Director → Chairman, 2024
On filings since 2020
No compensation reported
Steve Grist
Chairman
Director → Chairman, 2023
On filings since 2020
No compensation reported
Charles Barger
Chairman
On filings since 2023
No compensation reported
Christy Harris
Director
On filings since 2020
No compensation reported
Elizabeth Knapp
Director
On filings since 2020
No compensation reported
Ingrid Barber
Director
On filings since 2023
No compensation reported
Matt Fogo
Director
On filings since 2023
No compensation reported
Ralph Caldroney
Director
On filings since 2023
No compensation reported
Thomas Gosse
Treasurer
Director → Treasurer, 2022
On filings since 2020
No compensation reported
Ben Worth
Vice Chairman
Director → Vice Chairman, 2024
On filings since 2021
No compensation reported
Joanne Robblee
Secretary
Director → Secretary, 2023
On filings since 2022
No compensation reported
Former officers (9)
- Former: Warren Bryan (2020–2023) — Director
- Former: Benjamin Worth (2022–2023) — Director
- Former: Bruce Young (2023) — Director
- Former: Lynn Rainville (2023) — Director
- Former: Robert Minor (2023) — Director
- Former: Barbara Luton (2020–2022) — Director
- Former: Carol Grigsby (2020–2022) — Secretary
- Former: Joshua Elrod (2020–2022) — Director
- Former: Woodson Sadler (2020–2021) — Treasurer
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2023 IRS filing
The highest reported compensation on the 2023 filing was $23K, to Lori Turner (Executive Dir.).
Frequently asked questions about Community Foundation for RockbridgeBath & Allegh
How much does Community Foundation for RockbridgeBath & Allegh give each year?
Community Foundation for RockbridgeBath & Allegh gave $760K across 24 grants in 2024, according to its 2024 IRS Form 990. In 2023 it gave $802K across 37 grants. The 2023 filing year covers 18 months because its fiscal year-end changed.
What is Community Foundation for RockbridgeBath & Allegh's typical grant size?
Community Foundation for RockbridgeBath & Allegh's median grant in 2024 was $9,750, and its average grant was $31,684, across 24 grants on its 2024 IRS Form 990. Organizations receiving their first grant from Community Foundation for RockbridgeBath & Allegh that year got $13K on average.
Where does Community Foundation for RockbridgeBath & Allegh give grants?
Community Foundation for RockbridgeBath & Allegh gives mostly in Virginia: 100% of the grant dollars itemized on its 2024 IRS Form 990 went to recipients there. The most frequent recipient cities were Lexington, VA (13 grants) and Buena Vista, VA (4 grants).
Who are Community Foundation for RockbridgeBath & Allegh's largest grantees?
Community Foundation for RockbridgeBath & Allegh's largest 2024 grantees include Rockbridge Recovery Center ($468,552), Camp Mont Shenandoah ($31,600) and Yellow Brick Road ($30,400), according to its 2024 IRS Form 990. Together they received 70% of its itemized 2024 grant dollars.
How large is Community Foundation for RockbridgeBath & Allegh?
Community Foundation for RockbridgeBath & Allegh reported $10.2M in total assets on its 2024 IRS Form 990. Its revenue that year was $1.7M.
What does Community Foundation for RockbridgeBath & Allegh fund?
The foundation’s mission is to improve quality of life in its service area by building permanent endowments and providing philanthropic leadership. Its 2024 filing describes its program as the administration and distribution of funds to enhance community development. See mission & focus areas ↑
How do I apply for a grant from Community Foundation for RockbridgeBath & Allegh?
The foundation’s website describes one grant cycle per year and says qualified organizations may submit one request during the cycle using its grant application. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Community Foundation for RockbridgeBath & Allegh's EIN?
Community Foundation for RockbridgeBath & Allegh's EIN (Employer Identification Number) is 27-3422429. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990 filings. Research dossier generated October 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS August 7, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS September 30, 2021)
- Updated Form 990 for fiscal year 2022 (received by the IRS September 20, 2022)
- Updated Form 990 for fiscal year 2023 (received by the IRS May 22, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS November 12, 2025)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Community Foundation for RockbridgeBath & Allegh's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Community Foundation for RockbridgeBath & Allegh funder profile. GrantGraph. Retrieved October 4, 2026, from https://grantable.co/funders/community-foundation-for-rockbridgebath-and-allegh-morg_9ecab66f3d51463794bdfa0de7819e37
BibTeX
@misc{grantable_273422429_2026,
author = {{Grantable}},
title = {{Community Foundation for RockbridgeBath \& Allegh funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/community-foundation-for-rockbridgebath-and-allegh-morg_9ecab66f3d51463794bdfa0de7819e37},
note = {Accessed 2026-10-04. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Community Foundation for RockbridgeBath & Allegh's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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