2023-10-19T13:18:05-05:00 2022-12-31 453936274 BETH MOORE & ASSOCIATES CPAS PO BOX 120547 NEWPORT NEWS VA 23612 990 2022-01-01 540964184 JAMESTOWNE SOCIETY INC JAME 8043531226 3901 MIDLANDS ROAD WILLIAMSBURG VA 23188 JOHN SHELTON SEC OF TREASURY 8043531226 2023-10-17 1 JOHN SHELTON 999009999 1 LISA CANDELLA CPA P01695830 7572241174 2023-10-17 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z JOHN SHELTON 3901 MIDLANDS ROAD WILLIAMSBURG VA 23188 921903 0 X WWW.JAMESTOWNE.ORG X 1936 VA TO UNITE DESCENDANTS OF JAMESTOWN SETTLERS PRIOR TO 1700, SUPPORT ARCHAELOGICAL EXCAVATIONS AT JAMESTOWN, PROVIDE EDUCATIONAL PROGRAMMING AND PUBLICATIONS, CONSERVE OFFICIAL DOCUMENTS FROM THE COLONIAL PERIOD, AND PROMOTE THE SIGNIFICANCE OF HISTORIC JAMESTOWNE IN THE FOUNDING AND SHAPING OF OUR NATION. 31 31 2 386 0 0 359543 367754 6360 11590 337232 48404 76652 39367 779787 467115 143070 147758 0 0 87851 94106 0 0 20087 164593 137095 395514 378959 384273 88156 2335020 2087362 114262 108025 2220758 1979337 X TO UNITE DESCENDANTS OF JAMESTOWN SETTLERS PRIOR TO 1700, SUPPORT ARCHAELOGICAL EXCAVATIONS AT JAMESTOWN, PROVIDE EDUCATIONAL PROGRAMMING AND PUBLICATIONS, CONSERVE OFFICIAL DOCUMENTS FROM THE COLONIAL PERIOD, AND PROMOTE THE SIGNIFICANCE OF HISTORIC JAMESTOWNE. 0 0 137258 137258 0 MAIDS TO VIRGINIA PROGRAM:THIS LIVING HISTORY PROGRAM TELLS THE STORY OF THE 54 YOUNG MAIDS WHO TRAVELED TO VIRGINIA IN 1621 TO FIND HUSBANDS. THESE WOMEN WERE KNOWN AS TOBACCO BRIDES AS THEIR HUSBANDS PAID 150 POUNDS OF GOOD LEAF TOBACCO FOR THEIR PASSAGE. THE PROGRAM PAINTS A PICTURE OF WHAT LIFE WAS LIKE FOR THESE WOMEN CHOICES THAT WERE AVAILABLE TO THEM. FUNDING COVERED THE RESEARCH AND DEVELOPMENT OF A LIVING HISTORY PROGRAM. PERFORMANCES HAPPENED DURING THE SUMMER AND FALL OF 2022 FOR VISITORS. EXPENSES TOTALED $7,258.CHURCH TOWER ROOF PROJECT FUNDING IS PROVIDED FOR A GLASS AND STEEL FRAME ROOF THAT WILL SIT WITHIN THE 17TH CENTURY CHURCH TOWER. THIS ROOF WILL PROTECT THE TOWER'S INTERIOR FROM ENVIRONMENTAL ELEMENTS AND MAINTAIN ITS RECOGNIZABLE RUINED SILHOUETTE. VISITORS WILL BE ABLE TO VIEW THE 1617 FOUNDATION THROUGH A GLASS FLOOR PORTAL. THE GLASS ROOF WILL PROTECT THE 17TH CENTURY CHURCH TOWER FOR GENERATIONS TO COME. EXPENSES TOTALED $130,000. 10000 10000 0 AWARDED TO CATHRINE M. DAVIS, PH. D. CANDIDATE, ANTHROPOLOGY, COLLEGE OF WILLIAM & MARY. THE THESIS IS TEASEL, HARBICK, & SEAL SIGNS OF ENGLISH OCCUPATIONAL IDENTITY AT EARLY JAMESTOWN. 500 500 SMITHSONIAN - DONATION SUPPORTS WORK ON THE BOOK, LIFE AND DEATH AND CHESAPEAKE 1607-1800, BONE BIOGRAPHIES OF BECOMING AMERICAN. 98594 105708 98594 105708 246352 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 1 2 1 0 0 0 0 0 0 0 0 0 0 X 31 31 1 0 0 0 1 1 1 1 0 0 1 1 0 1 1 1 1 1 1 0 0 X BONNIE HOFMEYER EXECUTIVE DIRECTOR 8043531226 3901 MIDLANDS ROAD WILLIAMSBURG VA 23188 RICHARD HOLMES KNIGHT JR GOVERNOR 35.00 X X 0 0 0 NANCY REDMAN HILL LT. GOVERNOR 35.00 X X 0 0 0 LINDA WHITLOW KNIGHT ESQ SECRETARY OF STATE 30.00 X X 0 0 0 JOHN SHELTON MD SECRETARY OF TREASURY 4.00 X X 0 0 0 MICHAEL JAMES ELSTON ATTORNEY-GENERAL 3.00 X X 0 0 0 JAMES BARTLETT CROWTHER AUDITOR-GENERAL 5.00 X X 0 0 0 LYNDON HOBBS HART III REGISTRAR 25.00 X X 0 0 0 ROBERT BURGESS HITCHINGS HISTORIAN 5.00 X X 0 0 0 REV JAMES WILBUR BROWDER III CHAPLAIN 2.00 X X 0 0 0 JAMES WILLIAM GRIFFITH JR COUNCILOR 1.00 X 0 0 0 JAMES HARRIS MCCALL JR COUNCILOR 1.00 X 0 0 0 PATRICIA WARNER GROGG COUNCILOR 1.00 X 0 0 0 CHRISTINA WOLFENDEN WOODS COUNCILOR 1.00 X 0 0 0 ANNE CAUSSIN HENNINGER COUNCILOR 1.00 X 0 0 0 NANCY DURFLINGER LUKAS COUNCILOR 1.00 X 0 0 0 HEYWARD CARITHERS HOSCH III COUNCILOR 1.00 X 0 0 0 MARTHA CLEVELAND SOMMERCAMP COUNCILOR 1.00 X 0 0 0 DEETTE DUPREE NESBITT GOVERNOR EMERITA 1.00 X 0 0 0 THOMAS BOULDIN LEITCH PAST GOVERNOR 1.00 X 0 0 0 JOSEPH HOLLEMAN BARLOW PAST GOVERNOR 1.00 X 0 0 0 DR MICHAEL DAVID FROST PAST GOVERNOR 1.00 X 0 0 0 CARTER BRANHAM SNOW FURR ESQUIRE PAST GOVERNOR 1.00 X 0 0 0 REV DR ROY ABBOTT MARTIN JR PAST GOVERNOR 1.00 X 0 0 0 W HARRISON SCHROEDER ESQUIRE PAST GOVERNOR 1.00 X 0 0 0 EDWARD BARRON WRIGHT JR PAST GOVERNOR 1.00 X 0 0 0 JERRY WILLIAM ZILLION PAST GOVERNOR 1.00 X 0 0 0 REBECCA DARLING ALFORD COUNCILOR 1.00 X 0 0 0 ROB W GREENE COUNCILOR 1.00 X 0 0 0 LOUISE ROBERTS PRICE COUNCILOR 1.00 X 0 0 0 ANN WARREN WILKERSON COUNCILOR 1.00 X 0 0 0 PATRICA PORTER KRYDER ESQUIRE COUNCILOR 1.00 X 0 0 0 BONNIE HOFMEYER EXECUTIVE DIRECTOR 40.00 X 55182 0 0 55182 0 0 0 0 0 0 0 97300 270454 367754 SEMI ANNUAL MEETING 900099 11590 11590 11590 54751 54751 424307 430654 -6347 -6347 -6347 63501 24134 39367 39367 467115 105708 0 -6347 137758 137758 10000 10000 55182 27591 27591 26638 13319 13319 7374 3687 3687 4912 2456 2456 17057 17057 14153 14153 20087 20087 12040 6020 6020 27810 11405 16405 2566 2566 7697 7697 9366 9366 3766 3766 MAGAZINE 18550 18550 PHONE AND INTERNET 3074 1537 1537 OTHER 929 929 378959 246352 112520 20087 131125 104407 95320 17720 24386 6833 700 458866 16213 373789 442653 1701559 1506542 8674 8674 2335020 2087362 114262 108025 114262 108025 X 2101663 131142 119095 1848195 2220758 1979337 2335020 2087362 88156 -329577 0 X 1 X 0 0 0 X 273757 228954 295911 359543 367754 1525919 45608 54954 43121 54901 63501 262085 319365 283908 339032 414444 431255 1788004 0 0 0 1788004 16293 42082 51065 34419 54751 198610 16293 42082 51065 34419 54751 198610 11736 18598 41450 45000 116784 347394 344588 431547 493863 486006 2103398 0.85010 0.85400 0.09440 0.07850 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 75349 -12672 1825 60852 50000 4920 22759 2330 75349 50000 13205 -3205 10000 50000 51575 2687 738 5000 50000 50381 910 284 51575 1.00000 0 0 138684 138684 282189 7045 275144 10261 6600 3661 27732 2568 25164 442653 X PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. MANAGEMENT BELIEVES THAT THE ORGANIZATION CONTINUES TO SATISFY THE REQUIREMENTS OF A TAX-EXAMPT ORGANIZATION AT DECEMBER 31, 2022. MANAGEMENT HAS EVALUATED ALL OTHER TAX POSITIONS THAT COULD HAVE A SIGNIFICANT EFFECT ON THE CONSOLIDATED FINANCIAL STATEMENTS AND DETERMINED THE ORGANIZATION HAS NO UNCERTAIN INCOME TAX POSITIONS AT DECEMBER 31, 2019. THE ORGANIZATION'S INCOME TAX RETURNS ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES, GENERALLY FOR A PERIOD OF THREE YEARS FROM THE DATE THEY WERE FILLED. THE ORGANIZATION'S POLICY IS TO CLASSIFY INCOME TAX RELATED TO INTEREST AND PENALTIES, IF ANY, IN OTHER INTEREST EXPENSE. PART III, LINE 4 THE SOCIETY HAS A COLLECTION OF GENEALOGICAL BOOKS RECEIVED FROM DONORS DURING 2018 AND VALUED AT $7,240 BY A CONTRACTED GENEALOGIST. THE COLLECTION IS USED FOR RESEARCH. THE EXECUTIVE DIRECTOR IS RESPONSIBLE FOR PROTECTING AND PRESERVING THE COLLECTION. PART V, LINE 4 THE ALICE MASSEY-NESBITT FELLOWSHIP FUND SUPPORTS THE COMPLETION OF A GRADUATE THESIS OR ESSAY ON THE HISTORY AND CULTURE OF VIRGINIA BEFORE 1700. APPLICANTS MAY BE CANDIDATES FOR GRADUATE OR DOCTORAL DEGREES IN ANY RELEVANT DISCIPLINE SUCH AS HISTORY, AMERICAN STUDIES, LITERATURE, ARCHAEOLOGY, FINE ARTS, ETC.; IF THEIR RESEARCH IS DEVOTED EITHER EXCLUSIVELY OR VERY SUBSTANTIALLY TO COLONIAL VIRGINIA PRIOR TO 1700. THE FUND MUST ALWAYS MAINTAIN A MINIMUM BALANCE OF $50,000. 1 JAMESTOWN REDISCOVERY FOUNDATION 1368 COLONIAL PARKWAY JAMESTOWN VA 23081 472945490 501(C)(3) 137258 0 CHURCH TOWER ROOF PROJECT SMITHSONIAN INSTITUTIONAL NATIONAL MUSEUM OF NATURAL HISTORY 1000 JEFFERSON DRIVE S W WASHINGTON DC 20560 530206027 501(C)(3) 500 0 LIFE AND DEATH IN THE CHESAPEAKE BOOK FELLOWSHIP AWARDS 2 10000 CASH - BOOK VALUE PART I, LINE 2: JAMESTOWN REDISCOVERY, AND THE SMITHSONIAN SUBMIT PROPOSALS TO US DETAILING THE PROJECT AND THE AMOUNT THEY ARE REQUESTING. BOTH INSTITUTIONS PROVIDE US WITH UPDATES ON THE PROJECT DURING THE YEAR. SITE VISITS ARE CONDUCTED AT JAMESTOWN REDISCOVERY TO VIEW THE SELECTED PROJECT AND PROGRESS. JAMESTOWN REDISCOVERY WRITES ARTICLES IN OUR MAGAZINE ABOUT THE SELECTED PROJECT AND EXPLAINS ABOUT IT TO OUR MEMBERS FORM 990, PART VI, SECTION A, LINE 2 RICHARD H. KNIGHT, JR., AN OFFICER AND COUNCILOR, AND LINDA W. KNIGHT, A COUNCILOR, ARE HUSBAND AND WIFE. THEY WERE ELECTED NOT BECAUSE OF THEIR RELATIONSHIP, BUT BECAUSE OF THEIR PROFESSIONAL SKILLS AND QUALIFICATIONS. BOTH ARE ATTORNEYS, EXPERIENCED IN CORPORATE GOVERNANCE AND FINANCIAL MATTERS, AND HAVE DEVOTED MANY HUNDREDS OF HOURS TO THE CORPORATION'S BUSINESS. FORM 990, PART VI, SECTION A, LINE 6 THE SOCIETY IS COMPRISED OF MEMBERS WHO DESCEND FROM QUALIFIED JAMESTOWN ANCESTORS WHO PAY AN APPLICATION FEE FOR LIFETIME MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS MAY ATTEND THE FALL MEMBERSHIP MEETING AND VOTE ON A SLATE OF NOMINEES FOR OFFICER AND COUNCIL POSITIONS PUT FORTH BY THE NOMINATING COMMITTEE OR BY INDIVIDUAL MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B PROPOSED CHANGES TO THE BYLAWS MUST BE APPROVED BY MEMBERS AT ONE OF THE SEMI-ANNUAL MEMBERSHIP MEETINGS. FORM 990, PART VI, SECTION A, LINE 8B COMMITTEE ACTIONS WERE NOT CONTEMPORANEOUSLY DOCUMENTED. FORM 990, PART VI, SECTION B, LINE 11B THE FIRST DRAFT OF THE FORM 990, SCHEDULES AND ATTACHMENTS ARE EXTENSIVELY REVIEWED BY THE GOVERNOR AND THE EXECUTIVE DIRECTOR, AND THE TAX PREPARER MAKES CHANGES AS INSTRUCTED. THE SECOND DRAFT OF THE FORM 990, SCHEDULES AND ATTACHMENTS ARE PROVIDED TO THE EXECUTIVE COMMITTEE, CONSISTING OF THE OFFICERS AND THREE MEMBERS OF COUNCIL FOR FINAL REVIEW. ADDITIONAL CHANGES ARE MADE BY THE TAX PREPARER. THE GOVERNOR AND EXECUTIVE DIRECTOR REVIEWED THE FINAL DRAFT PRIOR TO SIGNATURE. FORM 990, PART VI, SECTION B, LINE 12C THE SOCIETY REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR'S COMPENSATION IS RECOMMENDED BY THE COMPENSATION COMMITTEE TO THE FINANCE COMMITTEE, WHICH IS RESPONSIBLE FOR PREPAIRNG THE BUDGET, WHICH WOULD INCLUDE THE RECOMMENDED COMPENSATION FOR APPROVAL BY THE COUNCIL. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND 990S ARE AVAILABLE FOR INSPECTION AT THE OFFICE UPON REQUEST.