Annual Report/Financial Information

Financial Information

Meeting the most critical human needs requires collective action. So, United Way of Rockbridge brings together citizens, community leaders, business, the faith community, government, non-profit organizations and other institutions to support our community. Through United Way of Rockbridge, your gift supports local agencies and programs that would not otherwise exist. 

United Way of Rockbridge engages community reviewers to identify community needs. In order to recommend a funding amount, each year our Community reviewers visit local agencies, review their proposed programs, inspect their financial information, and determine their impact in the community . Upon recommendation by the reviewer to the Allocations Committee, the UWR Board then reviews and approves the decisions. The Executive Director leads fundraising efforts and distributes the funds under the oversight of the Board. Learn more about the current Board members here and learn more about how to become a community reviewer here.

Allocations by Funding Amount

Allocation percentages are determined by the funding amount  approved for agencies in each impact area.

Funds raised in the 2020-2021 campaign is distributed to agencies for spending in 2021-2022.

Financial Highlights

Annual Goal - $250,000

2020-2021 Gross Amount Raised - $271,000

  • 2020-2021 Agency Allocations - $181,700

2018-2019 Gross Amount Raised - $264,604

  • 2018-2019 Agency Allocations - $219,108

Special Grants

The generous Ellen Charske Bequest has provided the UWR the opportunity to grant additional one-time only funding requests, above and beyond the annual allocations we provide to local agencies for programs. UWR is pround to have provided the following funding over the past three years.

  • Rockbridge Area Relief Association - $18,000 toward the purchase of a new truck
  • Rockbridge Area Relief Association - $25,000 toward the purchase of the Piovano building
  • Boxerwood Education Association - $18,000 toward the completion of a new lodge roof
  • Boxerwood Education Association - $4,500 for parking lot extension
  • Blue Ridge CASA for Children - $4,000 to provide a Child Trauma-Informed Court System Program
  • Yellow Brick Road Early Learning Center - $25,000 to purchase outdoor play materials and equipment to enhance outdoor learning experiences
  • Blue Ridge Legal Services - $5,000 to provide for a temporary increase in staff due to the effects of COVID19 on the court systems
  • Blue Ridge Legal Services - $6,000 for supplemental staff salary as a result of COVID 19
  • Rockbridge Area Community Services - $5,000 to purchase evacuation stretchers for each of their four residential group homes in the area
  • Project Horizon - $3,000 to make critical roof repairs
  • Project Horizon - $5,000 to sponsor two community events established to reach specific demographic groups
  • Skyline Girl Scouts - $2,000 to provide scholarships for girls to participate in Rockbridge area Girl Scout troops
  • The Community Table - $3,000 for an outside dining option
  • RATS/DSLCC (joint project) - $10,000 to fund special patient transport services
  • W&L, ESOL - $8,200 toward funding their 2022 summer pilot program

Financial Documents

  • Annual Report 2018-19 - View for descriptions of how your gift supported the community through United Way of Rockbridge. NOTE:  As a result of Covid-19, limitations of activity prevented UWR from producing an annual report in 2020.
  • Financial Review 2018-19 - View for detailed financial statements, amount of grants to agencies and programs, breakdowns of expenses, and more
  • United Way 990 2020 - View the IRS' primary tool for gathering information about tax-exempt organizations, educating organizations about tax law requirements and promoting compliance.