COMMONWEALTH COMMUNITY TRUST ENDOWMENT FUND
PO BOX 29408, RICHMOND, VA 23242 www.commonwealthcommunitytrust.org

Total Revenue
$1,252,175
Total Expenses
$988,789
Net Assets
$2,810,329

Organizations Filed Purposes: TO PROVIDE PEOPLE WITH SPECIAL NEEDS WHO LIVE THROUGHOUT THE UNITED STATES AND THEIR FAMILIES A CONVENIENT, COST-EFFECTIVE FRAMEWORK FOR THE ADMINISTRATION OF POOLED SPECIAL NEEDS TRUSTS THAT SUPPLEMENT GOVERNMENT ENTITLEMENT PROGRAMS SUCH AS SUPPLEMENTAL SECURITY INCOME (SSI) AND MEDICAID. TO EDUCATE FAMILIES, PEOPLE WITH SPECIAL NEEDS, AND PROFESSIONALS ABOUT THE BENEFITS OF A SPECIAL NEEDS TRUST. TO AWARD INDIVIDUALS WITH SPECIAL NEEDS WHO RESIDE IN VIRGINIA AND DEMONSTRATE A FINANCIAL NEED WITH A MONETARY GRANT TO BE USED FOR SERVICES, MEDICATION, AND/OR EQUIPMENT THROUGH CCT'S CHARITABLE FUND AWARD PROGRAM.

ADMINISTERS THIRD-PARTY, FIRST-PARTY AND MILITARY SURVIVOR BENEFIT PLAN- FUNDED POOLED SPECIAL NEEDS TRUSTS FOR PARTICIPANTS WHILE PRESERVING GOVERNMENT BENEFITS FOR THOSE CLIENTS RECEIVING SSI AND /OR MEDICAID. MAINTAIN A CONVENIENT, COST-EFFECTIVE FRAMEWORK WITH A MINIMUM OF 5,000 REQUIRED TO ESTABLISH A TRUST. OFFER EDUCATION AND OUTREACH TO INFORM PEOPLE WITH DISABILITIES, THEIR FAMILIES, AND PROFESSIONALS ABOUT THE SERVICES OF CCT AND HOW TO PLAN AND EXECUTE A POOLED SPECIAL NEEDS TRUST THAT WILL PROVIDE FINANCIAL RESOURCES FOR AN IMPROVED QUALITY OF LIFE FOR THE TRUST BENEFICIARY.

AS PART OF ITS MISSION TO ENRICH THE QUALITY OF LIFE FOR PEOPLE LIVING WITH A DISABILITY, CCT ESTABLISHED THE CHARITABLE FUND AWARD PROGRAM TO AWARD UP TO 1,000 PER ANNUM FOR EQUIPMENT, MEDICATION AND/OR SERVICES TO INDIVIDUALS WITH DISABILITIES WHO DEMONSTRATE FINANCIAL NEED. EACH RECIPIENT OF AN AWARD MUST MEET THE SOCIAL SECURITY ADMINISTRATION DEFINITION OF DISABLED AND MEET THE FEDERAL POVERTY GUIDELINES OR RECEIVE SSI. 147 INDIVIDUALS RECEIVED ASSISTANCE THROUGH THIS PROGRAM IN 2019.

Executives Listed on Filing

Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing

NameTitleHours Per WeekTotal Salary
Joanne MarcusEXECUTIVE DI40$154,141
Marian Millikan CfpMEMBER1$0
Pierre GreeneMEMBER1$0
Neal L Walters EsqMEMBER1$0
Peter W Tomasch CfpMEMBER1$0
Sean RyanMEMBER1$0
Bagley Reid CpaMEMBER1$0
John Mcfarland Cfp FpaMEMBER1$0
B Bailey Liipfert Iii CelaMEMBER1$0
Sean Rutherford CpaMEMBER1$0
Richard Kunz MdMEMBER1$0
Stephen Kimberlin CpaTREASURER1$0
Susanna B JonesSECRETARY1$0
Stephanie E Grana EsqPRESIDENT-EL1$0
Craig Davis EsqMEMBER1$0
J Penn Crawford EsqPRESIDENT1$0
Stephen D Burns EsqMEMBER1$0
Matthew J Buckley Cfp CftaMEMBER1$0
Lateshia G BrownMEMBER1$0
Aaron BarrMEMBER1$0
Alexandra Badman EsqMEMBER1$0
David Acree CpaMEMBER1$0

Data for this page was sourced from XML published by IRS (public 990 form dataset) from: https://s3.amazonaws.com/irs-form-990/202023189349307447_public.xml