2025-05-15T09:34:58-05:00 2024-06-30 541631262 KEITER STEPHENS HURST GARY & SHREAVES 4401 DOMINION BLVD GLEN ALLEN VA 23060 990 2023-07-01 540419452 VIRGINIA HISTORICAL SOCIETY VIRG 8043401800 PO BOX 7311 RICHMOND VA 23221 DAVID KUNNEN CFO 8043401800 2025-05-15 1 1 VIRGINIA R BELCHER P00421964 8047470000 2023 2025-03-06 01:10:19Z VIRGINIA MUSEUM OF HISTORY & CULTURE JAMIE O BOSKET PO BOX 7311 RICHMOND VA 23221 24897511 0 X WWW.VIRGINIAHISTORY.ORG X 501(C)(3) 1831 VA CONNECTING PEOPLE TO AMERICA'S PAST THROUGH THE UNPARALLELED STORY OF VIRGINIA. 35 35 116 211 0 0 7430252 20733579 759110 1284504 2818846 1815589 735211 781401 11743419 24615073 401206 396000 0 0 5268127 5662050 0 0 1152087 7076606 7961978 12745939 14020028 -1002520 10595045 152887234 169140015 17550828 15652700 135336406 153487315 CONNECTING PEOPLE TO AMERICA'S PAST THROUGH THE UNPARALLELED STORY OF VIRGINIA. BY COLLECTING, PRESERVING AND INTERPRETING THE COMMONWEALTH'S HISTORY, WE LINK PAST WITH PRESENT AND INSPIRE FUTURE GENERATIONS. 0 0 3636473 COLLECTIONS AND RESEARCH 6882244 396000 PROGRAMS AND EDUCATION 10518717 1 1 0 0 0 0 0 1 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 1 0 0 0 0 0 1 0 0 0 0 1 1 0 0 1 0 0 0 0 1 62 0 1 116 1 1 1 0 0 0 0 0 0 0 0 0 X 35 35 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AR AZ CA CO CT FL GA HI IL KS KY ME MD MA MI MN MS MO NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X X X THE VIRGINIA HISTORICAL SOCIETY 8043401800 428 N ARTHUR ASHE BOULEVARD RICHMOND VA 23220 MAKOLA M ABDULLAH TRUSTEE 2.00 X 0 0 0 B MARC ALLEN TRUSTEE 2.00 X 0 0 0 NEIL AMIN TRUSTEE 2.00 X 0 0 0 VICTOR K BRANCH TRUSTEE 2.00 X 0 0 0 CHARLES CABELL TRUSTEE 2.00 X 0 0 0 VICTOR O CARDWELL TRUSTEE 2.00 X 0 0 0 HERBERT A CLAIBORNE III TRUSTEE 2.00 X 0 0 0 WILLIAM C DAVIS TRUSTEE 2.00 X 0 0 0 MELANIE TRENT DE SCHUTTER TRUSTEE 2.00 X 0 0 0 JOANIE EILAND TRUSTEE 2.00 X 0 0 0 PETER F FARRELL TRUSTEE 2.00 X 0 0 0 VICTORIA D HARKER TRUSTEE 2.00 X 0 0 0 RUSSELL B HARPER TRUSTEE 2.00 X 0 0 0 PAUL C HARRIS TRUSTEE 2.00 X 0 0 0 HONORABLE CN JENKINS JR TRUSTEE 2.00 X 0 0 0 EDWARD A MULLEN TRUSTEE 2.00 X 0 0 0 JOHN R NELSON TRUSTEE 2.00 X 0 0 0 KEVIN B OSBORNE TRUSTEE 2.00 X 0 0 0 J SARGEANT REYNOLDS JR TRUSTEE 2.00 X 0 0 0 XAVIER R RICHARDSON TRUSTEE 2.00 X 0 0 0 ELIZABETH A SEEGAR TRUSTEE 2.00 X 0 0 0 J TRACY WALKER IV TRUSTEE 2.00 X 0 0 0 AUSTIN BROCKENBROUGH III HONORARY VICE CHAIR 2.00 X 0 0 0 HARRY F BYRD III HONORARY VICE CHAIR 2.00 X 0 0 0 NANCY H GOTTWALD HONORARY VICE CHAIR 2.00 X 0 0 0 CONRAD M HALL HONORARY VICE CHAIR 2.00 X 0 0 0 THOMAS G SLATER HONORARY VICE CHAIR 2.00 X 0 0 0 WILLIAM H FRALIN REGIONAL VICE CHAIR 2.00 X 0 0 0 SUSAN S GOODE REGIONAL VICE CHAIR 2.00 X 0 0 0 GEN JOHN P JUMPER REGIONAL VICE CHAIR 2.00 X 0 0 0 LISA R MOORE REGIONAL VICE CHAIR 2.00 X 0 0 0 GERALD F SMITH TRUSTEE 2.00 X 0 0 0 CARLOS BROWN VICE CHAIRMAN 2.00 X 0 0 0 RICHARD P CULLEN CHAIRMAN 2.00 X 0 0 0 ROBERT D TAYLOR TRUSTEE 2.00 X 0 0 0 JEANETTE R CADWALLENDER TRUSTEE 2.00 X 0 0 0 G GILMER MINOR III TRUSTEE 2.00 X 0 0 0 PAMELA K ROYALL TRUSTEE 2.00 X 0 0 0 DAVID KUNNEN CFO 40.00 X 133088 0 21285 JAMIE O BOSKET PRESIDENT AND CEO 40.00 X 446958 0 20712 ANNA E POWERS VP ADVANCEMENT 40.00 X 171136 0 23907 MICHAEL PLUMB VP FOR GUEST ENGAGEMENT 40.00 X 110962 0 2809 ADAM E SCHER VP FOR COLLECTIONS 40.00 X 124118 0 12290 TRACY D SCHNEIDER VP MARKETING & COMMUNICATI 40.00 X 146198 0 16562 1132460 0 97565 6 0 1 0 A LA CARTE EVENTS 807 CHEMIN DE LA MALADRERIE BONNEBOSQ FR 14340 CHARTER TOUR OPERATOR 211713 SOLID LIGHT INC 800 S FIFTH ST LOUISVILLE KY 40203 EXHIBIT DESIGN 193345 EDGE BUSINESS PLANNING 10032 SCOTTS RIDGE CT GLEN ALLEN VA 23056 TAX CREDIT FILING 128988 ALLEGRA PRINT & IMAGING 4109 JACQUE ST RICHMOND VA 23230 PRINTING 103365 4 417092 1719834 18596653 250 20733579 FEES AND ADMISSION 900099 1099942 1099942 CAFE SALES 900099 129865 129865 ROYALTIES 900099 17702 17702 IN-HOUSE SALES 900099 16197 16197 PUBLICATIONS 900099 10476 10476 10322 10322 1284504 942444 942444 669744 0 669744 669744 669744 873145 0 873145 873145 873145 113206 154301 -41095 -41095 223374 128137 95237 95237 MISCELLANEOUS 900099 57515 57515 57515 24615073 1437256 0 2444238 396000 396000 734753 557828 108497 68428 4026395 2959563 633334 433498 242101 173819 39630 28652 330792 214055 73778 42959 328009 221346 75940 30723 213967 213967 920096 576251 114200 229645 214761 185397 23145 6219 258107 212229 39886 5992 835003 566912 248354 19737 92673 54670 35284 2719 319561 250818 60496 8247 2508769 1968488 475465 64816 EXHIBITIONS 766443 766443 OTHER 635766 367521 177732 90513 PROMOTION 518872 512338 6534 EDUCATION 371814 371814 306146 163225 22982 119939 14020028 10518717 2349224 1152087 7248195 11569844 14376811 20514684 1148391 1120903 79911983 39496228 42382660 40415755 78093499 86276066 9637678 9242763 152887234 169140015 1056408 1072364 177883 145000 997496 1141614 15232391 13237891 86650 55831 17550828 15652700 X 69210723 75993325 66125683 77493990 135336406 153487315 152887234 169140015 X 10595045 7558695 -2831 X 0 1 X 1 1 1 X 10124366 31294075 12625383 7430252 20733579 82207655 10124366 31294075 12625383 7430252 20733579 82207655 16385440 65822215 884688 629592 810180 1059282 1612188 4995930 33980 8102 6916 64383 57515 170896 87374481 702235 0.75330 0.93570 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 37693298 6064342 2880406 40877234 35686097 199580 3997746 2190125 37693298 44854935 962667 -7961124 2170381 35686097 32898583 8590420 5366361 2000429 44854935 33846147 488042 495104 1930710 32898583 0.95385 0.04615 0 0 942562 942562 42723544 31550225 11173319 26085228 3540197 22545031 5122086 2620793 2501293 5038563 1785013 3253550 40415755 ACCRUED INTEREST & DIVIDENDS 104520 OTHER CURRENT ASSETS 505916 DUE FROM SOV 10619997 SOV LLC -2044032 RIGHT OF USE OPERATING LEASE ASSETS 24814 RIGHT OF USE FINANCE LEASE ASSETS 31548 9242763 OPERATING LEASE LIABILITIES 23453 FINANCE LEASE LIABILITIES 32378 55831 X PART III, LINE 1A: IN CONFORMITY WITH THE PRACTICE FOLLOWED BY THE MUSEUM INDUSTRY, THE SOCIETY'S FINANCIAL STATEMENTS EXCLUDE THE VALUE OF THE COLLECTION OBJECTS AND LIBRARY HOLDINGS, AND NO DETERMINATION HAS BEEN MADE AS TO THE AGGREGATE VALUE OF SUCH ITEMS. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS OR TEMPORARILY RESTRICTED NET ASSETS IF THE ASSETS USED TO PURCHASE COLLECTION ITEMS ARE RESTRICTED BY THE DONOR. THE SOCIETY COLLECTS MANUSCRIPTS, BOOKS, MAPS, NEWSPAPERS, PHOTOGRAPHS, PORTRAITS, AND OTHER WORKS OF ART, AS WELL AS MUSEUM ARTIFACTS THAT ARE RELATED TO VIRGINIA AND AMERICAN HISTORY. THE SOCIETY'S COLLECTIONS ARE MAINTAINED FOR RESEARCH, EDUCATION, AND PUBLIC EXHIBITION IN FURTHERANCE OF PUBLIC SERVICE RATHER THAN FOR FINANCIAL GAIN. COLLECTIONS ARE THE MOST VALUABLE ASSETS OF THE SOCIETY AND ARE PROTECTED, KEPT UNENCUMBERED, CARED FOR, AND PRESERVED. AS STEWARD FOR MANY TREASURES RELATING TO THE STATE'S AND NATION'S HISTORY, THE SOCIETY MAINTAINS METICULOUS RECORDS AND IS NATIONALLY NOTED FOR THE DEPTH AND DETAIL OF ITS DESCRIPTIVE CATALOGING FOR ITS LIBRARY HOLDINGS. INTELLECTUAL AS WELL AS PHYSICAL CONTROL OF ALL COLLECTIONS IS MAINTAINED THROUGH EXTENSIVE RECORD KEEPING INCLUDING PROVENANCE OF ORIGIN; ACCESSION DATE; TERMS OF GIFT OR PURCHASE PRICE, WHICHEVER IS APPLICABLE; PHYSICAL DESCRIPTION AND CONDITION REPORT; LOCATION; AND CONSERVATION RECORD. IN CONFORMITY WITH THE AMERICAN ASSOCIATION OF MUSEUM GUIDELINES, COLLECTIONS ARE DEACCESSIONED RARELY AND IN CLOSE ADHERENCE TO SPECIFIC STEPS, CULMINATING IN APPROVAL FROM THE SOCIETY'S PRESIDENT AND COLLECTION COMMITTEE. PROCEEDS DERIVED FROM THE SALE OF ANY DEACCESSIONED COLLECTIONS ARE APPLIED TO RESOURCES RESTRICTED TO THE PURCHASE OF COLLECTIONS. THE SOCIETY DOES NOT INCLUDE EITHER THE COST OR THE VALUE OF ITS COLLECTIONS IN THE STATEMENTS OF FINANCIAL POSITION, NOR DOES IT RECOGNIZE GIFTS OF COLLECTION ITEMS AS REVENUES IN THE STATEMENTS OF ACTIVITES. BECAUSE COLLECTION ITEMS ACQUIRED BY PURCHASE ARE NOT CAPITALIZED, THE COST OF THOSE ACQUISITIONS IS REPORTED AS A DECREASE IN NET ASSETS IN THE STATEMENT OF ACTIVITIES. PART X, LINE 2: THE SOCIETY 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 THE SOCIETY'S CONSOLIDATEDFINANCIAL STATEMENTS. THE GUIDANCE ALSO PROVIDES CRITERIA ON DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURE AND TRANSITION. THE SOCIETY DISCLOSES THE EXPECTED FUTURE TAX CONSEQUENCES OF UNCERTAIN TAX POSITIONS PRESUMING THE TAXING AUTHORITIES' FULL KNOWLEDGE OF THE FACTS AND THE SOCIETY'S POSITION, AND RECORDS UNRECOGNIZED TAX BENEFITS OR LIABILITIES FOR KNOWN, OR ANTICIPATED TAX ISSUES BASED ON THE SOCIETY'S ANALYSIS OF WHETHER ADDITIONAL TAXES WOULD BE DUE TO THE AUTHORITY GIVEN THEIR FULL KNOWLEDGE OF THE TAX POSITION. THE SOCIETY HAS COMPLETED ITS ASSESSMENT AND DETERMINED THAT THERE ARE NO TAX POSITIONS WHICH WOULD REQUIRE RECOGNITION. THE SOCIETY IS NOT CURRENTLY UNDER AUDIT FOR ANY JURISDICTION. ANNUAL GALA 113206 113206 94076 26832 33393 113206 113206 94076 26832 33393 154301 -41095 0 APPOMATTOX REGIONAL GOVERNOR'S SCHOOL 512 W WASHINGTON STREET PETERSBURG VA 23803 814284814 3 10000 0 GENERAL PURPOSE BELLE GROVE PLANTATION 336 BELLE GROVE ROAD MIDDLETOWN VA 22645 541047175 3 14000 0 GENERAL PURPOSE BLACK HISTORY MUSEUM & CULTURAL CENTER OF VIRGINIA 122 W LEIGH STREET RICHMOND VA 23220 521354117 3 60000 0 GENERAL PURPOSE CORPORATION FOR JEFFERSON'S POPLAR FOREST PO BOX 419 FOREST VA 24551 541258296 3 50000 0 GENERAL PURPOSE GLOUCESTER COUNTY PARKS 6382 MAIN STREET GLOUCESTER VA 23061 3 50000 0 GENERAL PURPOSE HERE2HEAR LLC 9327 MIDLOTHIAN TPKE NORTH CHESTERFIELD VA 23235 472858547 3 16000 0 GENERAL PURPOSE HISTORIC GERMANNA P O BOX 279 LOCUST GROVE VA 22508 546048585 3 35000 0 GENERAL PURPOSE JAMESTOWN REDISCOVERY FOUNDATION 204 WEST FRANKLIN STREET RICHMOND VA 23220 472945490 3 35000 0 GENERAL PURPOSE NORFOLK HISTORICAL SOCIETY 801 FRONT STREET NORFOLK VA 23510 540790699 3 20000 0 GENERAL PURPOSE ORANGE COUNTY HISTORICAL SOCIETY 130 CAROLINE STREET ORANGE VA 22960 541030308 3 6000 0 GENERAL PURPOSE PRESERVATION VIRGINIA 204 WEST FRANKLIN STREET RICHMOND VA 23220 540568800 3 30000 0 GENERAL PURPOSE RADFORD HERITAGE FOUNDATION PO BOX 3339 RADFORD VA 24143 541688313 3 30000 0 GLOUCESTER COUNTY PARKS SCIENCE MUSEUM OF VIRGINIA FOUNDATION PO BOX 11624 RICHMOND VA 23230 237185836 3 20000 0 GLOUCESTER COUNTY PARKS VIRGINIA TECH FOUNDATIONWTVF 902 PRICES FORK ROAD STE 4400 BLACKSBURG VA 24060 540721690 3 20000 0 GENERAL PURPOSE 14 X X X 0 0 0 0 0 0 0 0 0 JAMIE O BOSKET PRESIDENT AND CEO 396958 0 50000 0 0 0 19800 0 912 0 467670 0 0 0 ANNA E POWERS VP ADVANCEMENT 171136 0 0 0 0 0 11010 0 12897 0 195043 0 0 0 TRACY D SCHNEIDER VP MARKETING & COMMUNICATI 146198 0 0 0 0 0 9150 0 7412 0 162760 0 0 0 DAVID KUNNEN CFO 123088 0 10000 0 0 0 8850 0 12435 0 154373 0 0 0 A VA SMALL BUSINESS FINANCING AUTHORITY 541300845 2020-09-01 21000000 HISTORY MATTERS CAPITAL CAMPAIGN 0 1 0 A 4863911 18196218 115500 16767644 1313074 2022 0 0 1 1 A 0 0 0 0 0 0 0 0 0 A 0 PART II, LINE 3, COLUMN C: TOTAL BOND ISSUANCE PROCEEDS ARE $21,000,000. AS OF JUNE 30, 2023 THE ORGANIZATION HAS DRAWN $18,196,218 OF THE PROCEEDS, ALL OF WHICH WERE USED FOR CAPITAL IMPROVEMENTS, TO RETIRE PRIOR BONDS ISSUED, AND COVER ISSUANCE COSTS. JAMIE O BOSKET OFFICER REAL PROPERTY PURCHASE X 1175000 1120903 0 1 1 1120903 PART II, LINE 1: ON JULY 1, 2022, THE SOCIETY ADVANCED FUNDS TO AN OFFICER IN EXCHANGE FOR THE BORROWER'S NOTE. THE ADVANCE TOTALED $1,175,000 AND BEARS INTEREST AT 3.00%. PRINCIPAL AND INTEREST ARE PAYABLE BI-WEEKLY AND THE NOTE HAS A MATURIY DATE OF JULY 1, 2032. THE SOCIETY HAS A DEED OF TRUST IN THE RELATED PROPERTY. X 75 NO DETERMINATION X 213 NO DETERMINATION X FURNISHING 1 250 FMV X DIGITAL FILES 99 0 NO DETERMINATION 0 1 0 FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: CONNECTING PEOPLE TO AMERICA'S PAST THROUGH THE UNPARALLELED STORY OF VIRGINIA. BY COLLECTING, PRESERVING AND INTERPRETING THE COMMONWEALTH'S HISTORY, WE LINK PAST WITH PRESENT AND INSPIRE FUTURE GENERATIONS. FORM 990, PART VI, SECTION B, LINE 11B EACH MEMBER OF THE BOARD WILL RECEIVE A COPY OF THE RETURN FOR THEIR REVIEW. THE TRUSTEES HAVE FIVE (5) CALENDAR DAYS TO REVIEW THE DOCUMENT AND SUBMIT THEIR QUESTIONS TO STAFF. UPON CLEARING ALL QUESTIONS, STAFF WILL PROCEED TO FILE THE RETURN WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE VIRGINIA HISTORICAL SOCIETY HAS A CODE OF ETHICS DOCUMENT THAT INCORPORATES POLICIES AND PROCEDURES FOR BOTH TRUSTEES AND THE EMPLOYEES OF THE ORGANIZATION. IT ADDRESSES IN GREAT LENGTH THE FOLLOWING: FOR TRUSTEES - GENERAL RESPONSIBILITY, CONFLICT OF INTEREST, AND TRUSTEE-PRESIDENTIAL RELATIONSHIP; FOR STAFF - GENERAL RESPONSIBILITIES, CONFLICT OF INTEREST, GIFTS, FAVORS, DISCOUNTS, DISPENSATIONS, RESPONSIBILITY FOR VHS PROPERTY, BOTH REAL AND TANGIBLE, AND OUTSIDE EMPLOYMENT. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE PRESIDENT & CEO IS DETERMINED BY THE CHAIR AND VICE CHAIR IN COORDINATION WITH THE EXECUTIVE COMMITTEE. ALL OTHER EXECUTIVE COMPENSATION IS SET AND APPROVED AS PART OF THE OPERATING BUDGET AND IS APPROVED BY THE FULL BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION CURRENTLY MAKES ITS GOVERNING DOCUMENTS, AUDITED FINANCIAL STATEMENTS AND THOSE DOCUMENTS REQUIRED BY THE IRS FOR PUBLIC INSPECTION AVAILABLE ON ITS WEBSITE. FORM 990, PART XI, LINE 9: SOV 1% INTEREST -2,831. JOHN MARSHALL CENTER LLC 428 N ARTHUR ASHE BLVD RICHMOND VA 23220 JOHN MARSHALL LEGACY PRESERVATION VA 529159 VIRGINIA HISTORICAL SOCIETY