2023-10-31T08:31:56-05:00 2022-12-31 541631262 KEITER STEPHENS HURST GARY & SHREAVES 4401 DOMINION BLVD GLEN ALLEN VA 23060 990 2022-01-01 546048585 MEMORIAL FOUNDATION OF THE GERMANNA COLONIES IN VIRGINIA INC MEMO 5404231700 P O BOX 279 LOCUST GROVE VA 225080279 STEPHEN D CHANKO TREASURER 5404231700 2023-10-30 1 STEPHEN CHANKO 999009999 1 JAYME MIKA P00852731 8047470000 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z HISTORIC GERMANNA KEITH HOFFMAN P O BOX 279 LOCUST GROVE VA 225080279 464342 0 X WWW.GERMANNA.ORG X 1956 VA THE MISSION OF HISTORIC GERMANNA IS TO TELL AMERICA'S STORY OF LIBERTY THROUGH THE FRONTIER EXPERIENCE OF HER SETTLERS AND DESCENDANTS USING ARCHAEOLOGICAL, HISTORICAL, AND GENEALOGICAL RESEARCH AND INTERPRETATION. 10 10 12 36 0 0 1153206 402736 11661 10963 27326 19117 8135 20857 1200328 453673 0 0 0 0 435385 448010 0 0 95646 286987 287380 722372 735390 477956 -281717 4195380 3778700 29995 26898 4165385 3751802 X THE MISSION OF HISTORIC GERMANNA IS TO TELL AMERICA'S STORY OF LIBERTY THROUGH THE FRONTIER EXPERIENCE OF HER SETTLERS AND DESCENDANTS USING ARCHAEOLOGICAL, HISTORICAL, AND GENEALOGICAL RESEARCH AND INTERPRETATION. 0 0 160321 425406 SINCE 1956, HISTORIC GERMANNA HAS OWNED AND MANAGED ABOUT 176 ACRES OF RIPARIAN DECIDUOUS FOREST CALLED SIEGEN FOREST LOCATED BETWEEN THE RAPIDAN RIVER AND VIRGINIA ROUTE 3 (GERMANNA HIGHWAY) IN ORANGE COUNTY, VIRGINIA. HISTORIC GERMANNA DEVELOPED HIKING TRAILS ON THE LAND WITH THE ASSISTANCE OF SKILLED PROFESSIONALS AND DEDICATED VOLUNTEERS, INCLUDING AREA BOY SCOUTS. HISTORIC GERMANNA IS COMMITTED TO WISE STEWARDSHIP OF THIS HISTORIC AREA BY WORKING WITH THE COMMONWEALTH OF VIRGINIA AND PRIVATE-SECTOR CONSERVATION GROUPS, AS WELL AS MAKING THE EDUCATIONAL VALUE OF THIS HISTORIC SITE AVAILABLE TO THE PUBLIC.IN 2021, HISTORIC GERMANNA STARTED THE PROCESS OF PLACING THE SIEGEN FOREST PROPERTY UNDER HISTORIC EASEMENT WITH THE VIRGINIA DEPARTMENT OF HISTORIC RESOURCES (DHR). THE SUCCESSFUL COMPLETION OF THE EASEMENT, THE SIEGEN FOREST'S NATURAL AND CULTURAL RESOURCES WILL BE PROTECTED FOR FUTURE GENERATIONS. HISTORIC GERMANNA APPLIED FOR AND WAS SUCCESSFULLY AWARDED A GRANT FROM THE VIRGINIA LAND CONSERVATION FOUNDATION (VLCF) OF $650,000 AND A GRANT FROM THE AMERICAN BATTLEFIELD PROTECTION PROGRAM (ABPP) FOR $655,070. HISTORIC GERMANNA EXPECTS TO FINALIZE THE EASEMENT OF THIS PROPERTY IN 2023, AND AT THAT TIME, WILL RECEIVE THE GRANT FUNDING FROM VLCF AND ABPP.HISTORIC GERMANNA'S FORT GERMANNA VISITOR CENTER (VISITOR CENTER) HOUSES A MUSEUM AND THE EVELYN C. MARTIN GENEALOGICAL RESEARCH LIBRARY; THE HITT ARCHAEOLOGY CENTER (DEDICATED IN 2019) AND MEMORIAL GARDEN ARE LOCATED ON THE SIEGEN FOREST CAMPUS, ADJACENT TO THE LOCUST GROVE CAMPUS OF GERMANNA COMMUNITY COLLEGE, WHOSE 100-ACRE SITE WAS DONATED BY HISTORIC GERMANNA TO THE COMMONWEALTH OF VIRGINIA IN 1969 FOR THE PURPOSE OF FOUNDING THE COLLEGE.HISTORIC GERMANNA HELD THREE VIRTUAL LECTURES IN 2022; 1) AN EVENING WITH GERMANNA WITH MICHAEL TWITTY, A JAMES BEARD AWARD-WINNING CULINARY HISTORIAN AND HISTORIC INTERPRETER WHO PROVIDED A PRESENTATION ON THE WEST AND CENTRAL AFRICAN ROOTS OF EARLY VIRGINIA FOODWAYS AND HOW ONE GOES ABOUT COLLECTING THE EVIDENCE AND CONNECTING THE DOTS ACROSS AN INTERDISCIPLINARY SPECTRUM, 2) AN EVENING WITH GERMANNA WITH CHRISTOPHER MALONE, CURATOR OF THE AMERICN SWEDISH HISTORICAL MUSEUM WHO PROVIDED A PRESENTATION ON TRAVEL AND LEISURE IN A GERMANIC TOWN: VISITING MORAVIAN BETHLEHEM, 3) AN EVENING WITH GERMANNA WITH JERILYNN EBY MACGREGOR, A RETIRED PRINCE WILLIAM COUNTY PUBLIC SCHOOLS AFTER WORKING FOR 31 YEARS AS A MIDDLE SCHOOL LIBRARIAN WHO PROVIDED A PRESENTATION ON THE USES OF AQUIA FREESTONE IN VIRGINIA.EDUCATIONEDUCATION IS CENTRAL TO HISTORIC GERMANNA'S MISSION. THE VISITOR CENTER HOLDS A LARGE COLLECTION OF BOOKS AND GENEALOGY RECORDS, AS WELL AS INTERPRETIVE EXHIBITS THAT TELL THE GERMANNA HISTORY.SINCE ITS FORMATION IN 1956, HISTORIC GERMANNA HAS PUBLISHED 23 BOOKS THAT COVER A WIDE RANGE OF HISTORIC TOPICS RELATING TO GERMANNA, AS WELL AS GENEALOGIES OF MANY OF THE FAMILIES. DURING 2022, HISTORIC GERMANNA PUBLISHED ITS 22ND AND 23RD BOOKS IN THE GERMANNA RECORD SERIES THE BROYLES FAMILY: THE FIRST FOUR GENERATIONS BY GENEALOGIST CATHI CLORE FROST AND ESSAYS HONORING DR. KATHARINE L. BROWN EDITED BY WILLIAM H. JOHNSON, JR., RESPECTIVELY.SINCE 1957, HISTORIC GERMANNA HAS HELD AN ANNUAL JULY CONFERENCE AND REUNION, CONTINUING A TRADITION STARTED IN THE 1940'S BY ITS UNINCORPORATED PREDECCOR. THE PROGRAM INCLUDES GUIDED TOURS OF HISTORIC SITES IN THE VIRGINIA COUNTIES OF ORANGE, CULPEPER, FAUQUIER, AND MADISON THAT ARE ASSOCIATED WITH THE GERMANNA FAMILIES. IN ADDITION, DURING THE ANNUAL CONFERENCE LOCAL AND NATIONALLY RECOGNIZED SPEAKERS PRESENT TALKS ON TOPICS OF HISTORICAL INTEREST, GENEALOGY, ARCHAEOLOGY, AND HISTORIC PRESERVATION.HISTORIC GERMANNA PUBLISHED A NEWSLETTER FOUR TIMES A YEAR THAT REFLECTS INFORMATION ABOUT HISTORIC GERMANNA ACTIVITIES AND PROGRAMS, AND INFORMATIVE ARTICLES.HISTORIC GERMANNA OPERATES AND MAINTAINS A WEBSITE, WWW.GERMANNA.ORG, THAT CONTAINS HISTORICAL INFORMATION, NEWS, OFFICER, TRUSTEE AND STAFF PROFILES, PROGRAM PROMOTION, HISTORICAL ARTICLES, AND A STORE WHERE ALL PUBLICATIONS AND RELATED ITEMS CAN BE ORDERED ONLINE.HISTORIC GERMANNA ALSO OFFERS EDUCATIONAL OPPORTUNITIES TO COLLEGE AND GRADUATE STUDENTS THROUGH SERVICE INTERNSHIPS THAT PROVIDE HANDS-ON EXPERIENCE IN RESEARCH, PUBLIC RELATIONS, AND THE ADMINISTRATION OF A HISTORIC SITE AND ORGANIZATION.CULIVATION OF TRANSATLANTIC RELATIONSTHE DEVELOPMENT OF STRONG TIES WITH ANCESTRAL VILLAGES OF GERMANNA COLONISTS AND SUPPORTERS OF HISTORIC GERMANNA LIVING IN GERMANY HAS BEEN AN IMPORTANT PART OF HISTORIC GERMANNA'S MISSION SINCE ITS INCEPTION. TIES WITH RESEARCHERS AND GENEALOGISTS IN SIEGEN, GERMANY REMAIN STRONG TO THE PRESENT. OFFICIAL DELEGATIONS FROM GERMANY HAVE VISITED HISTORIC GERMANNA OVER THE YEARS, INCLUDING SERVERAL BY VOLMAR KLEIN, A DEPUTY MEMBER OF THE FOREIGN AFFAIRS COMMITTEE AND THE BUDGET COMMITTEE OF THE GERMAN PARLIAMENT IN BERLIN.HISTORIC GERMANNA LEADS GROUP TOURS ANNUALLY TO GERMANY. EACH GROUP TOUR IS CUSTOM DESIGNE, WHETHERE THE PERSON IS A GERMANNA DESCENDANT OF THE FIRST OR SECOND GERMANY COLONY, HAS GERMAN ROOTS, OR HAS AN INTEREST IN GERMAN CULTURE. IN 2022 AND 2021, NO GROUP TOUR WAS HELD DUE TO THE COVID-19 PANDEMIC. HISTORIC GERMANNA HELD A GROUP TOUR IN 2023. 241638 83 IN OCTOBER 2013, HISTORIC GERMANNA ACQUIRED A 62.2-ACRE TRACT OF LAND SITUATED IN THE GORDON DISTRICT OF ORANGE COUNTY, VIRGINIA FROM THE COMMONWEALTH OF VIRGINIA, WHICH HAD BEEN MANAGED BY MARY WASHINGTON (UMW). THIS LAND CONTAINS THE ARCHAEOLOGICAL SITE OF FORT GERMANNA AND ALEXANDER SPOTSWOOD'S "ENCHANTED CASTLE." THIS PROPERTY IS PROTECTED BY A CONSERVATION EASEMENT DONATED BY HISTORIC GERMANNA TO DHR.BEGINNING IN 2016, HISTORIC GERMANNA'S ARCHAEOLOGY PROGRAM PARTNERED WITH DR. BERNARD MEANS (FACULTY MEMBER OF THE ANTHROPOLOGY DEPARTMENT AND SCHOOL OF WORLD STUDIES AT VIRGINIA COMMON UNIVERSITY). HISTORIC GERMANNA HAS HOSTED THE VIRGINIA COMMON UNIVERSITY (VCU) FIELD SCHOOL SINCE 2016. THE FIELD SCHOOL IS A SIX-WEEK HANDS-ON, EXPERIENTAL LEARNING OPPORTUNITY FOR STUDENTS INTERESTED IN ARCHAEOLOGY. THE STUDENTS ARE INTRODUCED TO DATA COLLECTION METHODS ON A REAL WORLD, WORKING EXCAVATION SITE. IN THE PRACTICE OF PROFESSIONAL AND ACADEMIC ARCHAEOLOGY, FIELD SCHOOLS ARE SEEN AS A "GATEWAY" EXPERIENCE TO ENTERING THE PROFESSION. THE PARTNERSHIP BETWEEN HISTORIC GERMANNA AND VCU PROVIDES A UNIQUE EXPERIENCE FOR VIRGINIA STUDENTS ON AN IMPORTANT VIRGINIA ARCHAEOLOGY SITE. DUE TO THE COVID 19 PANDEMIC, THE VCU FIELD SCHOOL WAS CANCELED IN 2021. THE FIELD SCHOOL RESUMED IN 2022.DURING 2022, HISTORIC GERMANNA HOSTED "PUBLIC ARCHAEOLOGY DAYS" AT THE FORT GERMANNA/ENCHANTED CASTLE SITE. THESE PUBLIC ACCESS DAYS PROVIDE VISITORS THE OPPORTUNITY TO COME AND SEE THE ARCHAEOLOGY SITE AND OBSERVE THE PROGRESS DURING THE YEAR. IN ADDITION, ARCHAEOLOGISTS DEVELOP AND SET UP RELATED ACTIVITIES AND DISPLAYS.IN DECEMBER 2020, THE ARTIFACTS COLLECTIONS EXCAVATED AT THE ENCHANTED CASTLE SITE DURING THE 1970S AND 1980S, WERE TRANSFERRED FROM UMV TO THE HITT ARCHAEOLOGY CENTER. THE COLLECTIONS, ON LOAN FROM DHR, INCLUDES ARTIFACTS, NOTES, DRAWINGS AND OTHER DATA FROM THE PREVIOUS EXCAVATIONS OF THE ENCHANTED CASTLE RUINS. THESE COLLECTIONS ARE CURRENTLY HOUSED IN THE HITT ARCHAEOLOGY CENTER FOR THE PURPOSES OF STUDY, ANALYSIS AND EXHIBIT. HISTORIC GERMANNA WILL MAKE THESE COLLECTIONS AVAILABLE FOR RESEARCHERS AND SCHOLARS.IN 2018 AND 2019, HISTORIC GERMANNA CONSTRUCTED THE HITT ARCHAEOLOGY CENTER, WHICH WAS PLACED INTO SERVICE IN MAY 2019 AS A HEADQUARTERS FOR HISTORIC GERMANNA'S ARCHAEOLOGY PROGRAM. THE HITT ARCHAEOLOGY CENTER GIVES HISTORIC GERMANNA A PLACE TO CLEAN, STUDY, STORE AND EVALUATE ARTIFACTS FOUND ON THE HISTORIC GERMANNA PROPERTIES. THIS 3,000-SQUARE FOOT FACILITY HAS SPACE FOR LONG-TERM STORAGE OF ARTIFACTS, A LAB FOR THE CATALOGING AND STUDY OF THOSE ARTIFACTS AS WELL AS FACILITIES FOR CLEANING AND PRESERVING ITEMS FOUND IN THE FIELD. THE STORAGE PROVIDES A CLIMATE-CONTROLLED ENVIRONMENT ENSURING THE PRESERVATION OF COLLECTIONS.THE HITT ARCHAEOLOGY CENTER IS A PLACE WHERE SCHOLARS CAN VISIT AND STUDY ARTIFACTS FROM HISTORIC GERMANNA'S COLLECTION, INCLUDING ARTIFACTS RECOVERED FROM ALEXANDER SPOTSWOOD'S ENCHANTED CASTLE, AND THE FORT GERMANNA, SALUBRIA AND THE HITT FARM SITES. 39940 7040 IN OCTOBER 2000, HISTORIC GERMANNA ACCEPTED STEWARDSHIP OF SALUBRIA, AN 18TH CENTURY GEORGIAN STYLE MANSION WITH 19.6 ACRES OF WOODED GROUNDS AND A TERRACED GARDEN LOCATED IN CULPEPER COUNTY, VIRGINIA. A CONSERVATION EASEMENT HELD BY DHR ALSO PROTECTS THIS PROPERTY.HISTORIC GERMANNA ORGANIZES AND EXECUTES SEVERAL EVENTS FOCUSED ON PUBLIC PARTICIPATION AT THE SITE, ALONG WITH PROGRAMS USUING THE SITE AS BACKDROP.DURING 2022, SEVERAL PUBLIC ACCESS DAYS WERE HELD AT SALUBRIA. THESE EVENTS CONSISTS OF TOURS OF THE PROPERTY WITH EXPERTS, FAMILY ACTIVITIES, AND DEMOSTRATIONS. THESE EVENTS ALLOW THE PUBLIC TO LEARN ABOUT THE ENVIRONMENT AND LANDSCAPE AND WHAT THE PEOPLE OF SALUBRIA WOULD HAVE EXPERIENCED. 499 5 IN FEBRUARY 2007 AND SEPTEMBER 2017, HISTORIC GERMANNA ACQUIRED A 4.2 AND 7.4 ACRE PROPERTIES, RESPECTIVELY, IN MARSHALL MAGISTERIAL DISTRICT, FAUQUIER COUNTY, VIRGINIA. THESE PROPERTIES ARE ADJACENT TO ONE ANOTHER AND CONTAINS THE HISTORIC PETER HITT CEMETERY SITE AND A CIRCA 1800 LOG HOUSE BUILT BY AND FOR PETER HITT. THE DATING OF THE LOG HOUSE WAS CONFIRMED BY A DENDROCHRONOLOGY STUDY PERFORMED BY OXFORD TREE-RING LABORATORY IN 2017 AND IS AMOG THE OLDEST LOG HOUSES IN THE COUNTY. THESE TWO PROPERTIES ARE REFERRED TO BY HISTORIC GERMANNA AS THE HITT FARM. HISTORIC GERMANNA MAINTAINS THESE PROPERTIES WITH THE GOAL OF CARING FOR IT AND MAKING IT AVAILABLE TO RESEARCHERS, CONSERVATIONISTS, AND DESCENDANTS. 499 5 442398 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 16 0 1 12 1 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 VA X X THE ORGANIZATION 5404231700 PO BOX 279 LOCUST GROVE VA 22508 KEITH HOFFMAN PRESIDENT 20.00 X X 0 0 0 BRUCE L DAVIS FIRST VP 1.50 X X 0 0 0 WILLIAM H JOHNSON JR-STARTED 1122 SECOND VP 15.00 X X 0 0 0 BARBARA PRICE SECRETARY 4.00 X X 0 0 0 STEPHEN D CHANKO TREASURER 30.00 X X 0 0 0 J CRAIG KEMPER JR TRUSTEE 12.00 X 0 0 0 PROF HORST SCHMIDT-BOCKING TRUSTEE 2.00 X 0 0 0 CATHI CLORE FROST TRUSTEE 20.00 X 0 0 0 VOLKER SCHUETTENHELM TRUSTEE 3.00 X 0 0 0 SUNNY REYNOLDS TRUSTEE 5.00 X 0 0 0 KRISTIE KENDALL- ENDED 922 SECOND VP 6.00 X 0 0 0 KATHARINE BROWN - ENDED 322 TRUSTEE 4.00 X 0 0 0 DR WILLIAM KELSO - ENDED 222 TRUSTEE 1.00 X 0 0 0 MEGAN BETH LOTT - ENDED 1122 TRUSTEE 3.00 X 0 0 0 TIMOTHY SUTPHIN - ENDED 622 EXECUTIVE DIRECTOR 40.00 X 51516 0 5350 JENNIFER HURST-WENDER - STARTED 102 EXECUTIVE DIRECTOR 40.00 X 23750 0 0 75266 0 5350 0 0 0 0 0 27566 375170 402736 ANNUAL REUNION/CONFERE 561500 10963 10963 10963 13371 13371 5746 0 5746 5746 5746 19811 10669 9142 9142 OTHER INCOME 900099 11715 11715 11715 453673 31820 0 19117 80616 33870 30506 16240 335467 244677 41505 49285 31927 20891 6212 4824 1937 1937 15037 15037 40743 2100 26103 12540 43335 19416 21467 2452 11005 9503 1502 9388 9388 13407 13407 67631 55315 12316 12787 5497 7290 GROUND MAINTENANCE 31655 31655 OTHER EXPENSES 23710 23710 PRINTING AND PUBLICATIO 15284 4606 373 10305 EQUIPMENT RENTAL 1184 1184 277 277 735390 442398 197346 95646 1226947 752080 21247 25352 10489 7791 3001750 869207 2194297 2132543 742400 857951 0 2983 4195380 3778700 6141 9922 23854 15713 0 1263 29995 26898 X 3432287 3196965 733098 554837 4165385 3751802 4195380 3778700 -281717 -131866 0 X X 0 1 X 1 0 X 422327 865979 707535 1153206 402736 3551783 422327 865979 707535 1153206 402736 3551783 2381125 1170658 2460 5525 6930 12665 13371 40951 48 139 656 947 11715 13505 3606239 330179 0.32460 0.27690 X OVER THE PAST 10 YEARS THE HISTORIC GERMANNA HAS RECEIVED SIGNIFICANT, GENEROUS DONATIONS FROM A SINGLE DONOR. THIS PERSON HAS ALLOWED HISTORIC GERMANNA THE ABILITY TO PIVOT FROM A GENEALOGICAL SOCIETY TO A HISTORIC SITE TELLING THE STORY OF AMERICA. WITH THIS INDIVIDUAL'S FINANCIAL ASSISTANCE HISTORIC GERMANNA HAS GROWN MUCH QUICKER AND IN MORE WAYS THAN WERE PREVIOUSLY IMAGINED. THIS DONOR PASSED AWAY IN LATE 2020.IN THE FALL OF 2018, HISTORIC GERMANNA ADOPTED A STRATEGIC PLAN TO RE-INTERPRET AND RE-FOCUS THE STORY WE WERE TELLING. THE DRIVING FORCE IN THIS CHANGE, FROM GENEALOGY TO HISTORIC SITE IS THE BIGGER STORY HISTORIC GERMANNA TELLS OF MIGRATION, OPPORTUNITY, AND DRIVE TO SETTLE THE FRONTIER AND HOW DIVERSE POPULATIONS WERE AFFECTED BY MIGRATION. THIS SHIFT IN DIRECTION EXPANDS OUR POTENTIAL AUDIENCE AND WILL APPEAL TO A MORE DIVERSE AUDIENCE.IN 2020, WE STARTED EXECUTION OF OUR PLAN TO BUILD SUPPORT IN THREE AREAS: GRANTS, PRIVATE FOUNDATIONS, AND THE GENERAL PUBLIC. DURING 2022 AND 2021 WE SAW AN INCREASE IN THESE THREE AREAS OF SUPPORT. THEY SUPPORT OUR MISSION AND ARE RESPONDING TO OUR OUTREACH EFFORTS. WE ARE SEEING AN INCREASE IN NON-TRADITIONAL AREAS SUCH AS LOCAL COMMUNITY, PUBLIC SUPPORT GRANTS AND A RECOMMITMENT BY OUR CURRENT MEMBERSHIP POPULATION. HISTORIC GERMANNA ENGAGED IN 2022 AND 2021 THE CONSULTING FIRM OF BRYAN AND JORDAN CONSULTING TO ASSIST IN DEVELOPMENT OF FUNDRAISING PLANS, TRANSFORMING THE BOARD FROM A FRIEND'S BOARD TO A RESOURCE BOARD AND TO PROVIDE GUIDANCE IN DEVELOPING AND APPEALING TO A WIDER AUDIENCE. HISTORIC GERMANNA ALSO HIRED IN JULY 2021 A NEW DIRECTOR OF ADVANCEMENT TO HELP INCREASE PUBLIC SUPPORT.WE ARE CURRENTLY SEEING AN INCREASE IN NEW SUPPORTERS AND A RECOMMITMENT OF OUR TRADITION SUPPORTERS. IN 2022, WE RECEIVED 843 SUPPORTER PAYMENTS FROM NON-TRUSTEES. OF THOSE SUPPORTER PAYMENTS, 201 WERE RECEIVED FROM NEW SUPPORTERS. CURRENTLY, HISTORIC GERMANNA HAS A SUPPORT BASE OF OVER 4,326 INDIVIDUALS WHO HAVE EITHER PURCHASED PRODUCTS FROM OR DONATED TO HISTORIC GERMANNA. THIS IS A GOOD INDICATION THAT WE HAVE A BROAD POPULATION OF SUPPORTER IN THE PUBLIC REALM. THESE SUPPORTERS ARE RESPONDING TO INCREASED PROGRAMMING, MORE VISIBILITY OF THE INSTITUTION AND NEW INTEREST IN OUR MISSION.THE COVID PANDEMIC AFFECTED OUR BUSINESS MUCH AS IT DID AROUND THE NATION IN 2020 AND FIRST HALF OF 2021. MAJOR DONORS COULD NOT EXPERIENCE, FIRST-HAND, THE EXCITING THINGS GOING ON AT HISTORIC GERMANNA, THUS ENGAGEMENT OF THOSE DONORS DID NOT RESTART UNTIL MAY OF 2021. IN 2021 HISTORIC GERMANNA APPLIED FOR AND RECEIVED FUNDS DURING THE 2ND ROUND OF SBA, PPP LOANS PROVIDING MUCH NEEDED RELIEF FOR BUDGET, IN LATE 2021, THIS LOAN WAS FORGIVEN. WE ALSO APPLIED FOR AND RECEIVED FUNDS THROUGH OUR COMMUNITIES' GRANT PROGRAM.TO INCREASE OUR PUBLIC SUPPORT IN 2023 WE HAVE EXECUTED 23 PUBLIC PROGRAMS. WE ARE APPLYING FOR PUBLIC GRANTS AND INTRODUCING HISTORIC GERMANNA TO POTENTIAL MAJOR DONORS THROUGH THE END OF 2023. THESE INITIATIVES WILL TAKE TIME TO COME TO FRUITION, BUT WE BELIEVE WE CAN EXPAND OUR SUPPORT BASE AND ADD A CORPS OF DIVERSE SUPPORTERS FOR HISTORIC GERMANNA. OUR PUBLIC PROGRAMMING IS GEARED TO INTRODUCING THE LOCAL COMMUNITY TO HISTORIC GERMANNA AND THE STORY WE TELL. WE HOLD SEVERAL PUBLIC EVENTS ON OUR SITES THAT INCLUDE ARCHAEOLOGY, FAMILY ACTIVITIES AND THE HISTORY OF EACH SITE AND WHY ITS GREATER STORY IS ONE OF EARLY MIGRATION OF A DIVERSE POPULATION. OUR MISSION IS TO TELL AMERICA'S STORY THROUGH THE FRONTIER EXPERIENCE OF HER SETTLERS AND DESCENDANTS USING ARCHEOLOGICAL, HISTORICAL, AND GENEALOGICAL RESEARCH AND INTERPRETATION. IN 2023 WE CONTINUE TO EXPAND OUR AUDIENCE WITH BOTH IN-PERSON PROGRAMMING AS WELL AS HAVING A VIRTUAL PRESENCE IN OUR COMMUNITY. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 167670 -15314 152356 147380 20290 167670 135265 12115 147380 117007 18258 135265 124020 -7013 117007 1.00000 0 0 623256 623256 2003892 626350 1377542 144723 122289 22434 229879 120568 109311 2132543 OPERATING LEASE LIABILITY 1263 1263 X 434556 0 434556 19117 19117 453673 848139 131866 -19117 112749 735390 0 735390 PART V, LINE 4: HISTORIC GERMANNA'S LONG-TERM PLAN IS THAT THE ANNUAL INVESTMENT RETURNS OF THE ENDOWMENT WILL BE USED TO SUPPORT OPERATIONS AND PROGRAMS OF HISTORIC GERMANNA. PART X, LINE 2: HISTORIC GERMANNA HAS ADOPTED FINANCIAL REPORTING GUIDANCE RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING THE MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN HISTORIC GERMANNA'S FINANCIAL STATEMENTS. THE GUIDANCE ALSO PROVIDES CRITERIA ON DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURE AND TRANSITION. HISTORIC GERMANNA DISCLOSES THE EXPECTED FUTURE TAX CONSEQUENCES OF UNCERTAIN TAX POSITIONS PRESUMING THE TAXING AUTHORITIES' FULL KNOWLEDGE OF THE FACTS AND HISTORIC GERMANNA'S POSITION, AND RECORDS UNRECOGNIZED TAX BENEFITS OR LIABILITIES FOR KNOWN, OR ANTICIPATED TAX ISSUES BASED ON HISTORIC GERMANNA'S ANALYSIS OF WHETHER ADDITIONAL TAXES WOULD BE DUE TO THE AUTHORITY GIVEN THEIR FULL KNOWLEDGE OF THE TAX POSITION. HISTORIC GERMANNA HAS COMPLETED ITS ASSESSMENT AND DETERMINED THAT THERE ARE NO TAX POSITIONS WHICH WOULD REQUIRE RECOGNITION. HISTORIC GERMANNA IS NOT CURRENTLY UNDER AUDIT BY ANY JURISDICTION. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT INCOME 13,371. REALIZED CAPITAL GAINS 5,746. PART XII, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT INCOME -13,371. REALIZED CAPITAL GAINS -5,746. FORM 990, ADDITIONAL DETAILS FOR MISSION STATEMENT: THE PEOPLE. GERMANNA'S HISTORY ENCOMPASSES THE LIVES OF INDIGENOUS PEOPLES, ENGLISH COLONISTS, GERMAN IMMIGRANTS AND THEIR DESCENDANTS, AND AFRICAN AND AFRICAN AMERICAN COMMUNITIES. THE PLACES. THE GERMANNA REGION WAS A CONFLUENCE OF INDIGENOUS, AFRICAN, AFRICAN AMERICAN, ENGLISH, AND GERMAN CULTURES AND LATER PLAYED A PIVOTAL ROLE IN THE AMERICAN CIVIL WAR. TODAY, THIS REGION OF CENTRAL VIRGINIA LIES BETWEEN BUSTLING CITIES AND THE BLUE RIDGE MOUNTAIN AND IS A CROSSROADS OF HISTORY AND CULTURE, OFFERING OPPORTUNITIES TO SHARE A UNIQUE PART OF VIRGINIA'S HISTORY THAT CONTINUES TODAY. THEIR STORIES. GERMANNA HAS MANY STORIES TO TELL, FROM INDIGENOUS USE OF THE LAND TO THE MIGRATION OF GERMAN IMMIGRANTS TO THE EXPERIENCES OF AFRICAN AND AFRICAN AMERICANS; OUR CONTINUED RESEARCH AND COLLABORATIONS WITH SCHOLARS, COMMUNITY KNOWLEDGE-KEEPERS AND CULTURAL ADVISORS ARE HOW WE DEVELOP A DEEPER UNDERSTANDING OF THE PAST TO SHARE WITH VISITORS AND STAKEHOLDERS. OUR HISTORIC LEGACY AT HISTORIC GERMANNA, WE RECOGNIZE THE IMMEASURABLE VALUE OF OUR HISTORY AND ITS POWER TO UNITE COMMUNITIES. THROUGH OUR EXTENSIVE GERMANNA RECORDS PUBLICATIONS, VISITOR CENTER AND LIBRARY, WE CONTINUE TO SHARE THE STORIES OF THE REMARKABLE PEOPLE AND GROUPS WHO FOUND HOMES AND BUILT LIVES IN THE VIBRANT COMMUNITY WE PROUDLY CALL GERMANNA. MOREOVER, OUR DEDICATION TO PRESERVING OUR PROPERTIES REMAINS UNWAVERING. WE UNDERSTAND THE SIGNIFICANCE OF THESE HISTORICAL TREASURES AND STRIVE TO SAFEGUARD THEM FOR YOU AND THE GENERATIONS YET TO COME. HISTORIC GERMANNA IS A CENTER FOR THE STUDY OF VIRGINIA'S EARLY EIGHTEENTH-CENTURY CULTURE AND EXPLORATION AND IS COMMITTED TO USING ITS HISTORIC AND ARCHAEOLOGICAL SITES TO EXPLORE EXPERIENCES WITH, AND EFFECTS OF, THE MIGRATION OF DIVERSE CULTURES IN VIRGINIA. FORM 990, PART VI, SECTION A, LINE 4 DURING 2022, HISTORIC GERMANNA'S BOARD OF DIRECTORS CHANGED ITS BYLAWS TO ALIGN AND UPDATE PROCESSES AND PROCEDURES TO MATCH THE LATEST CODE OF VIRGINIA FOR CORPORATIONS AND TO CLARIFY BOARD AND STAFF ROLES AND RESPONSIBILITIES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS ATTACHED TO AN EMAIL SENT TO ALL TRUSTEES OF HISTORIC GERMANNA FOR THEIR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C HISTORIC GERMANNA REVIEWS AT THE FALL TRUSTEE BOARD MEETING THE WRITTEN CONFLICT OF INTEREST POLICY AND EACH TRUSTEE SIGNS A CERTIFICATE OF ACKNOWLEDGEMENT AND COMPLIANCE. FORM 990, PART VI, SECTION B, LINE 15A DURING 2018, WITH THE ASSISTANCE OF BRYAN & JORDAN CONSULTING LLC, THE GERMANNA FOUNDATION'S EXECUTIVE COMMITTEE PERFORMED A SEARCH FOR AN EXECUTIVE DIRECTOR OF THE GERMANNA FOUNDATION. IN ASSESSING THE EXECUTIVE DIRECTOR'S COMPENSATION, THE EXECUTIVE COMMITTEE EVALUATED COMPENSATION OF COMPARABLE SIZE AND COMPLEXITY OF OTHER ORGANIZATIONS. THE CONTRACT ENTERED INTO WITH THE NEW EXECUTIVE DIRECTOR WAS REVIEWED AND APPROVED BY THE BOARD OF THE GERMANNA FOUNDATION. THE EXECUTIVE DIRECTOR'S COMPENSATION CHANGED DURING 2021 TO HELP OFFSET HEALTHCARE PREMIUMS PAID BY EMPLOYEES IN CONJUNCTION WITH QUALIFIED SMALL EMPLOYER HEALTH REIMBURSEMENT ARRANGEMENT (QSEHRA) BASIC PLAN. THE QSEHRA BASIC PLAN WAS REVIEWED AND APPROVED BY GERMANNA FOUNDATION'S EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 HISTORIC GERMANNA PROVIDES COPIES UPON WRITTEN REQUEST OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS TO THE PUBLIC DURING THE YEAR. FORM 990, PART XII, LINE 2(C): THE OFFICERS AND OFFICE MANAGER OVERSEES THE AUDIT AND THE AUDIT COMMITTEE AND TRUSTEES APPROVE THE APPOINTMENT OF THE INDEPENDENT AUDITORS.