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ASSOCIATION FOR THE PRESERVATION OF VIRGINIA ANTIQUITIES: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
ASSOCIATION FOR THE PRESERVATION OF VIRGINIA ANTIQUITIES (EIN 54-0568800)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-05-15
IRS object ID
202301359349307630
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-05-15T12:34:32-05:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN541631262PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KEITER STEPHENS HURST GARY & SHREAVESBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14401 DOMINION BLVDAddressLine1Txt
CityGLEN ALLENCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23060ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN540568800EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ASSOCIATION FOR THE PRESERVATION OF VABusinessNameLine1Txt
Business Name Line2ANTIQUITIESBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlASSOBusinessNameControlTxt
Phone8046481889PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1204 W FRANKLIN STREETAddressLine1Txt
CityRICHMONDCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23220ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonELIZABETH KOSTELNYPersonNm
Person TitleCEOPersonTitleTxt
Phone8046481889PhoneNum
Signature2023-05-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstELIZABETHPersonFirstNm
Person LastKOSTELNYPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAYME MIKAPreparerPersonNm
PTINP00852731PTIN
Phone8047470000PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1PRESERVATION VIRGINIABusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerMRS PATTI LOUGHRIDGEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1204 W FRANKLIN STREETAddressLine1Txt
CityRICHMONDCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23220ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$8,021,479GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.PRESERVATIONVIRGINIA.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1898FormationYr
Legal Domicile StateVALegalDomicileStateCd
Activity Or MissionTO PRESERVE, PROMOTE AND SERVE AS AN ADVOCATE FOR VIRGINIA'S IRREPLACEABLE HISTORIC PLACES FOR CULTURAL, ECONOMIC AND EDUCATIONAL BENEFITS FOR EVERYONE.ActivityOrMissionDesc
Voting Members Governing Body15VotingMembersGoverningBodyCnt
Voting Members Independent14VotingMembersIndependentCnt
Total Employee146TotalEmployeeCnt
Total Volunteers162TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$3,281,506PYContributionsGrantsAmt
CY Contributions Grants$4,607,016CYContributionsGrantsAmt
PY Program Service Revenue$1,040,325PYProgramServiceRevenueAmt
CY Program Service Revenue$1,702,138CYProgramServiceRevenueAmt
PY Investment Income$819,338PYInvestmentIncomeAmt
CY Investment Income$845,433CYInvestmentIncomeAmt
PY Other Revenue$430,448PYOtherRevenueAmt
CY Other Revenue$543,737CYOtherRevenueAmt
PY Total Revenue$5,571,617PYTotalRevenueAmt
CY Total Revenue$7,698,324CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$3,113,071PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$3,417,173CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$257,738CYTotalFundraisingExpenseAmt
PY Other Expenses$1,515,080PYOtherExpensesAmt
CY Other Expenses$1,949,142CYOtherExpensesAmt
PY Total Expenses$4,628,151PYTotalExpensesAmt
CY Total Expenses$5,366,315CYTotalExpensesAmt
PY Revenues Less Expenses$943,466PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,332,009CYRevenuesLessExpensesAmt
Total Assets BOY$27,559,744TotalAssetsBOYAmt
Total Assets EOY$28,445,750TotalAssetsEOYAmt
Total Liabilities BOY$1,854,191TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,642,462TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$25,705,553NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$25,803,288NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO PRESERVE, PROMOTE AND SERVE AS AN ADVOCATE FOR VIRGINIA'S IRREPLACEABLE HISTORIC PLACES FOR CULTURAL, ECONOMIC AND EDUCATIONAL BENEFITS FOR EVERYONE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,740,530ExpenseAmt
Revenue$484,765RevenueAmt
DescSTATEWIDE PRESERVATIONHISTORY & MISSION: THE ASSOCIATION FOR THE PRESERVATION OF VIRGINIA ANTIQUITIES D/B/A PRESERVATION VIRGINIA, A PRIVATE NON-PROFIT ORGANIZATION AND STATEWIDE HISTORIC PRESERVATION LEADER FOUNDED IN 1889, IS DEDICATED TO INSPIRING AND ENGAGING THE PUBLIC IN FOSTERING, SUPPORTING AND SUSTAINING VIRGINIA'S HISTORIC PLACES THROUGH LEADERSHIP IN ADVOCACY, EDUCATION, REVITALIZATION AND STEWARDSHIP. IN PURSUING THIS MISSION, WE ENVISION A FUTURE IN WHICH PEOPLE SEEK A MORE COMPLETE AND MORE INCLUSIVE UNDERSTANDING OF THE PAST, VALUE THE CONNECTIONS BETWEEN PEOPLE AND PLACES, AND SUPPORT THE PROTECTION OF PLACES WHERE HISTORY HAPPENED.STATEWIDE PROGRAMS AND SERVICES: PRESERVATION VIRGINIA'S STRATEGIC PLAN'S GOAL IS TO MAKE A DIFFERENCE BY WORKING WITHIN THE ORGANIZATION AND WITH COLLABORATORS AND ALLIES TO ENSURE THAT VIRGINIA'S HISTORIC PLACES REFLECT THE DIVERSITY OF PERSPECTIVES ABOUT THAT HISTORY. THROUGH THE PROMOTION OF MODEL PROGRAMS AND BEST PRACTICES, WE SEEK TO SUPPORT THE WORK OF OTHER INDIVIDUALS AND ORGANIZATIONS TO SHARE HONEST AND TRUTHFUL STORIES OF THE PAST. THROUGH 1) ETHICAL AND STRATEGIC DECISION MAKING; 2) ENSURING FINANCIAL SUSTAINABILITY; 3) EXPANDING THE KNOWLEDGE BASE AND 4) THROUGH DIRECT ACTION AND COLLABORATION WITH DIVERSE RANGE OF PARTNERS AND ALLIES, PRESERVATION VIRGINIA SEEKS TO INCREASE RECOGNITION FOR THE VALUE OF HISTORY AND HISTORIC PRESERVATION.HERITAGE TOURISM - PRESERVATION VIRGINIA PROVIDES INTERPRETIVE AND EDUCATIONAL PROGRAMMING AT HISTORIC JAMESTOWNE, SCOTCHTOWN, THE HANOVER COUNTY HOME OF PATRICK HENRY, REVOLUTIONARY SPOKESMAN AND FIRST VIRGINIA GOVERNOR; THE HOME OF CHIEF JUSTICE JOHN MARSHALL IN RICHMOND; BACON'S CASTLE, VIRGINIA'S OLDEST DATABLE BRICK RESIDENCE IN SURRY; THE OLD CAPE HENRY LIGHTHOUSE, THE FIRST FEDERAL PUBLIC WORKS PROJECT UNDER PRESIDENT WASHINGTON, IN VIRGINIA BEACH; AND SMITH'S FORT, AN 18TH CENTURY BRICK STRUCTURE AND SEPARATE AND ADJACENT 17TH CENTURY ARCHAEOLOGICAL SITE. OF THE CURRENT PROPERTIES, SIX ARE DESIGNATED AS NATIONAL HISTORIC LANDMARKS AND OTHER ARE VIRGINIA OR NATIONAL REGISTER PROPERTIES.SHARING RESOURCES - ALONG WITH INTERPRETIVE PROGRAMS, PRESERVATION VIRGINIA PROVIDES EDUCATIONAL OFFERINGS FOR PRESERVATION/MUSEUM PROFESSIONALS AND VOLUNTEERS, AS WELL AS OWNERS OF HISTORIC PROPERTIES. PRESERVATION VIRGINIA PROVIDES TECHNICAL ASSISTANCE TO INDIVIDUALS AND COMMUNITY GROUPS ABOUT MATERIALS, TECHNIQUES AND STRATEGIES TO ENSURE THE PRESERVATION OF HISTORIC STRUCTURES, LANDSCAPES, ARCHAEOLOGICAL SITES AND NEIGHBORHOODS. WE SPONSOR WORKSHOPS, CONFERENCES, WEBINARS AND POST EDUCATIONAL BLOGS TO GROW AWARENESS AND CAPACITY. WE ANNOUNCE AN ANNUAL LIST OF ENDANGERED SITES AND SUPPORT COMMUNITIES IN THEIR EFFORTS TO PROTECT THE DIVERSITY OF VIRGINIA'S HISTORIC PLACES. PRESERVATION VIRGINIA UNDERTAKES ECONOMIC IMPACT STUDIES OF HERITAGE TOURISM, HISTORIC TAX CREDITS AND OTHER INITIATIVES TO HELP COMMUNITIES MAKE THE CASE FOR PRESERVING HISTORIC PLACES AND DEPLOYING HISTORIC PRESERVATION TOOLS. OUR PRESERVATION INITIATIVES DEPARTMENT HELPS LOCAL COMMUNITIES DEVELOP STRATEGIES. WITH THOSE PARTNERS, WE FORM COALITIONS AND NETWORKS TO GROW AWARENESS OF SOLUTIONS THAT WILL PRESERVE HISTORIC PLACES WHILE ALLOWING FOR GROWTH. ORGANIZATION: GOVERNED BY A VOLUNTEER BOARD OF TRUSTEES, PRESERVATION VIRGINIA IS MANAGED BY A PROFESSIONAL STAFF BASED IN RICHMOND, AT HISTORIC JAMESTOWNE, AND IN DANVILLE. PRESERVATION VIRGINIA HAS ALMOST 3000 MEMBER HOUSEHOLDS ACROSS THE COMMONWEALTH OF VIRGINIA AND THE NATION. IN ADDITION, HUNDREDS OF VOLUNTEERS HELP SUPPORT PROPERTIES AND EDUCATIONAL PROGRAMS IN THEIR COMMUNITIES AND ON BEHALF OF PRESERVATION VIRGINIA.ECONOMIC & EDUCATIONAL BENEFITS: ANNUALLY, NEARLY 550,000 INDIVIDUALS PARTICIPATED IN PRESERVATION VIRGINIA PROGRAMS ACROSS THE COMMONWEALTH. THIS PROVIDES ECONOMIC BENEFITS BY SUPPORTING VIRGINIA'S HERITAGE TOURISM INDUSTRY AND PROMOTING HISTORIC PRESERVATION AS AN ECONOMIC DRIVER. OUR WORK WITH A DIVERSE GROUP OF ALLIES HELPS INCREASE LOCAL EFFORTS AND IMPACT. A GROWING STATEWIDE EDUCATION INITIATIVE THROUGH IN-PERSON AND VIRTUAL PROGRAMS IS REACHING TENS OF THOUSANDS OF STUDENTS, LIFELONG LEARNERS, COMMUNITY AND ELECTED LEADERS.REVOLVING FUND: IN 1999, RECOGNIZING PRESERVATION VIRGINIA'S SPECIAL EXPERTISE, THE GENERAL ASSEMBLY VOTED TO TRANSFER THE VIRGINIA HISTORIC PROPERTIES REVOLVING FUND TO PRESERVATION VIRGINIA EXPANDING OUR EFFORTS TO PROTECT AND PRESERVE PUBLICLY SIGNIFICANT HISTORIC PROPERTIES THROUGH ACQUISITION AND RESALE. SINCE THEN, PRESERVATION VIRGINIA SAVED MORE THAN 60 HISTORIC PROPERTIES, PRESERVING THIS HISTORIC FABRIC OF COMMUNITIES AND RETURNING THESE STRUCTURES TO A VIABLE ECONOMIC RESOURCE.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$3,051,874ExpenseAmt
Revenue$1,241,968RevenueAmt
DescHISTORIC JAMESTOWNETHE FIRST PERMANENT ENGLISH SETTLEMENT IN NORTH AMERICA WAS AT JAMESTOWN, VIRGINIA. PRESERVATION VIRGINIA HAS PRESERVED AND INTERPRETED THIS SITE SINCE 1893. IN 1994, PRESERVATION VIRGINIA BEGAN JAMESTOWN REDISCOVERY, AN ARCHAEOLIGICAL PROJECT THAT WOULD FIND IF ANY REMAINS OF THE 1607 JAMES FORT WERE STILL IN EXISTANCE. IN ANTICIPATION OF THE 400TH ANNIVERSARY OF JAMESTOWN'S FOUNDING IN 2007, PRESERVATION VIRGINIA AND THE NATIONAL PARKS SERVICE (CO-STEWARDS OF HISTORIC JAMESTOWNE SINCE THE 1930S) CREATED PROGRAMS AND RESOURCES TO SHARE MORE ABOUT THIS IMPORTANT HISTORIC SITE, AND ITS LEGACY ON OUR MODERN WORLD. THIS INCLUDES ONGOING RESEARCH, MUSEUM AND EDUCATIONAL FACILITIES, EXHIBITS, AND ON-LINE RESOURCES. THESE CREATE A LASTING LEGACY FOR 2007 AND GENERATIONS TO COME. FOLLOWING ARE KEY PROJECTS AT HISTORIC JAMESTOWNE.PUBLIC AND EDUCATIONAL PROGRAMS: GIVEN THE ENORMOUS APPEAL AND GLOBAL DEMAND, HISTORIC JAMESTOWNE WILL EXPAND ITS PUBLIC PROGRAMS TO INCLUDE: THE ONGOING JAMESTOWN REDISCOVERY ARCHAEOLOGICAL EXCAVATION AND COLLECTIONS RESEARCH; THE FIELD SCHOOL; EXTENSIVE FORENSIC, GENEALOGICAL AND BIOGRAPHICAL RESEARCH ON THE SETTLERS AND THEIR FAMILIES; ONGOING PUBLICATIONS; DOCUMENTARIES AND FILMS; TOUR PROGRAMS; EDUCATIONAL PROGRAMS FOR PRIMARY AND SECONDARY STUDENTS AND TEACHER TRAINING INSTITUTES; RESOURCES FOR GRADUATE STUDENTS AND LIFELONG LEARNERS.ENDOWMENT FOR THE FUTURE: SUSTAINABLE PLANNING FOR STATEWIDE OPERATIONS AND HISTORIC JAMESTOWNE: EXPANDING BOARD DESIGNATED CASH RESERVES AND ENDOWMENT FUNDS IS A PRIORITY FOR THE STATEWIDE PROGRAM AND PROGRESS IS BEING MADE. AT HISTORIC JAMESTOWNE, PRESERVATION VIRGINIA'S BOARD CREATED THE SUBSIDIARY, THE JAMESTOWNE REDISCOVERY FOUNDATION, TO UNDERTAKE THE FUNDRAISING FOR THE PROGRAMS, MAINTENANCE AND OTHER OPERATIONAL ELEMENTS OF THE SITE.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$4,792,404TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document31IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee146EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members15GoverningBodyVotingMembersCnt
Independent Voting Member14IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ASSOCIATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8046481889PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1204 WEST FRANKLIN STREETAddressLine1Txt
CityRICHMONDCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23220ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
DR BRIAN BROWN
BOARD MEMBER1.00Yes (X)$0$0$0
MS ANNE GEDDY CROSS
BOARD MEMBER1.00Yes (X)$0$0$0
MS HELEN D DOW
BOARD MEMBER1.00Yes (X)$0$0$0
MS E RENEE INGRAM
BOARD MEMBER1.00Yes (X)$0$0$0
MS MARAL KALBIAN
BOARD MEMBER1.00Yes (X)$0$0$0
MRS NORMAN J MARKS
BOARD MEMBER1.00Yes (X)$0$0$0
MR R LATANE MONTAGUE IV
BOARD MEMBER1.00Yes (X)$0$0$0
MS HELEN REVELEY
BOARD MEMBER1.00Yes (X)$0$0$0
MS E J SCOTT
BOARD MEMBER1.00Yes (X)$0$0$0
MR JEFF STODGHILL
BOARD MEMBER1.00Yes (X)$0$0$0
MR IAN VAUGHAN
BOARD MEMBER1.00Yes (X)$0$0$0
MR C HOBSON GODDIN
HONARY TRUSTEE1.00Yes (X)$0$0$0
MR JOHN H GUY IV
HONARY TRUSTEE1.00Yes (X)$0$0$0
MR WILLIAM B KERKAM III
HONARY TRUSTEE1.00Yes (X)$0$0$0
MRS GENEVIEVE PL KELLER
CHAIR1.00Yes (X)$0$0$0Yes (X)
MR RONALD L HURST
VICE CHAIR1.00Yes (X)$0$0$0Yes (X)
MR TRIP POLLARD
VICE CHAIR1.00Yes (X)$0$0$0Yes (X)
MR GARY OMETER
TREASURER1.00Yes (X)$0$0$0Yes (X)
MS ELIZABETH S KOSTELNY
CEO & SECRETARY, EX OFFICIO50.00Yes (X)$145,869$0$11,491Yes (X)
MS DENISE KELLOGG
DIR DEVELOPMENT JRF50.00$119,925$0$3,060Yes (X)
MR JIM HORN
COO HISTORIC JAMESTOWNE50.00$181,600$0$21,606Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$447,394TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$36,157TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K3IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1VIRGINIA MASONRY RESTORATIONBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 6749AddressLine1Txt
CityRICHMONDCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23230ZIPCd
FieldValueIRS element (for citing)
ServicesDISMANTLE AND PACKAGE TURKEY RUN HOMEServicesDesc
Compensation$213,330CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Related Organizations$670,411RelatedOrganizationsAmt
Government Grants$611,825GovernmentGrantsAmt
All Other Contributions$3,324,780AllOtherContributionsAmt
Noncash Contributions$14,154NoncashContributionsAmt
Total Contributions$4,607,016TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ADMISSIONS900099$1,406,113$1,406,113
RESTORATION SERVICES900099$227,133$227,133
PROGRAM AND EVENT REVENUE900099$40,368$40,368
FOOD SERVICE900099$28,524$28,524
FieldValueIRS element (for citing)
Total Program Service Revenue$1,702,138TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$209,990TotalRevenueColumnAmt
Exclusion$209,990ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,779TotalRevenueColumnAmt
Exclusion$1,779ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$20,540RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$14,115RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$6,425RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,425TotalRevenueColumnAmt
Exclusion$6,425ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$635,443SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$635,443SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$635,443TotalRevenueColumnAmt
Exclusion$635,443ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$819,979GrossSalesOfInventoryAmt
Cost Of Goods Sold$309,040CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$510,939TotalRevenueColumnAmt
Exclusion$510,939ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Business900099BusinessCd
Total Revenue Column$24,594TotalRevenueColumnAmt
Related Or Exempt Func Income$24,594RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$24,594OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,698,324TotalRevenueColumnAmt
Related Or Exempt Func Income$1,726,732RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,364,576ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$154,466TotalAmt
Program Services$77,233ProgramServicesAmt
Management And General$30,893ManagementAndGeneralAmt
Fundraising$46,340FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$2,800,880TotalAmt
Program Services$2,467,526ProgramServicesAmt
Management And General$192,721ManagementAndGeneralAmt
Fundraising$140,633FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$34,801TotalAmt
Program Services$27,588ProgramServicesAmt
Management And General$4,785ManagementAndGeneralAmt
Fundraising$2,428FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$196,710TotalAmt
Program Services$181,962ProgramServicesAmt
Management And General$1,371ManagementAndGeneralAmt
Fundraising$13,377FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$230,316TotalAmt
Program Services$208,700ProgramServicesAmt
Management And General$8,164ManagementAndGeneralAmt
Fundraising$13,452FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$432TotalAmt
Management And General$432ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$34,350TotalAmt
Management And General$34,350ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$14,583TotalAmt
Management And General$14,583ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$49,624TotalAmt
Program Services$48,172ProgramServicesAmt
Fundraising$1,452FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$82,852TotalAmt
Program Services$43,127ProgramServicesAmt
Management And General$13,457ManagementAndGeneralAmt
Fundraising$26,268FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$69,026TotalAmt
Program Services$58,298ProgramServicesAmt
Management And General$3,993ManagementAndGeneralAmt
Fundraising$6,735FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$159,894TotalAmt
Program Services$157,172ProgramServicesAmt
Management And General$1,907ManagementAndGeneralAmt
Fundraising$815FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$6,631TotalAmt
Management And General$3,686ManagementAndGeneralAmt
Fundraising$2,945FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$24,923TotalAmt
Program Services$20,862ProgramServicesAmt
Management And General$768ManagementAndGeneralAmt
Fundraising$3,293FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$506,344TotalAmt
Program Services$506,344ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$78,654TotalAmt
Program Services$73,591ProgramServicesAmt
Management And General$5,063ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
BUILDING MAINTENANCE$453,870$453,870
MUSEUM OPERATIONS$288,150$288,150
OTHER OPERATING EXPENSE$142,408$142,408
ARCHAEOLOGY$37,401$37,401

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$5,366,315TotalAmt
Program Services$4,792,404ProgramServicesAmt
Management And General$316,173ManagementAndGeneralAmt
Fundraising$257,738FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,050,730BOYAmt
EOY$613,668EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$14,822BOYAmt
EOY$3,000EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$380,310BOYAmt
EOY$2,013,450EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$296,827BOYAmt
EOY$261,845EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$56,683BOYAmt
EOY$33,083EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$16,143,678LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$4,629,308LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$9,711,209BOYAmt
EOY$11,514,370EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$15,244,587BOYAmt
EOY$13,188,398EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$804,576BOYAmt
EOY$817,936EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$27,559,744BOYAmt
EOY$28,445,750EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$348,658BOYAmt
EOY$2,029,849EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,505,533BOYAmt
EOY$612,613EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,854,191BOYAmt
EOY$2,642,462EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$16,070,553BOYAmt
EOY$17,152,780EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$9,635,000BOYAmt
EOY$8,650,508EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$25,705,553BOYAmt
EOY$25,803,288EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$27,559,744BOYAmt
EOY$28,445,750EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$2,332,009ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$2,234,274NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,171,433CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,308,947CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,683,509CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,281,506CurrentTaxYearMinus1YearAmt
Current Tax Year$4,607,016CurrentTaxYearAmt
Total$14,052,411TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,343,169CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,216,173CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,635,524CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,574,965CurrentTaxYearMinus1YearAmt
Current Tax Year$2,522,117CurrentTaxYearAmt
Total$10,291,948TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,514,602CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,525,120CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,319,033CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,856,471CurrentTaxYearMinus1YearAmt
Current Tax Year$7,129,133CurrentTaxYearAmt
Total$24,344,359TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$37,173CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$47,144CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$34,532CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$19,352CurrentTaxYearMinus1YearAmt
Current Tax Year$15,545CurrentTaxYearAmt
Total$153,746TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$37,173CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$47,144CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$34,532CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$19,352CurrentTaxYearMinus1YearAmt
Current Tax Year$15,545CurrentTaxYearAmt
Total$153,746TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$24,190,613PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$358,267CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$453,808CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$349,553CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$324,294CurrentTaxYearMinus1YearAmt
Current Tax Year$230,530CurrentTaxYearAmt
Total$1,716,452TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$358,267CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$453,808CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$349,553CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$324,294CurrentTaxYearMinus1YearAmt
Current Tax Year$230,530CurrentTaxYearAmt
Total$1,716,452TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,624CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$22,824CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,100CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$80,458CurrentTaxYearMinus1YearAmt
Current Tax Year$24,594CurrentTaxYearAmt
Total$136,600TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,878,493CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,001,752CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,671,686CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,261,223CurrentTaxYearMinus1YearAmt
Current Tax Year$7,384,257CurrentTaxYearAmt
Total$26,197,411TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.92340PublicSupportCY509Pct
Public Support PY5090.90600PublicSupportPY509Pct
Investment Income CY0.06550InvestmentIncomeCYPct
Investment Income PY0.08010InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
VolunteersYes (1)VolunteersInd
Paid Staff Or ManagementYes (1)PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (1)DirectContactLegislatorsInd
Direct Contact Legislators$8,100DirectContactLegislatorsAmt
Rallies Demonstrations0RalliesDemonstrationsInd
Other Activities0OtherActivitiesInd
Total Lobbying Expenditures$8,100TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Solicited Assets Sale0SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,840,134BeginningYearBalanceAmt
Contributions$50,460ContributionsAmt
Investment Earnings Or Losses-$336,766InvestmentEarningsOrLossesAmt
Administrative Expenses$179,135AdministrativeExpensesAmt
End Year Balance$3,374,693EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,147,212BeginningYearBalanceAmt
Contributions$50,250ContributionsAmt
Investment Earnings Or Losses$788,629InvestmentEarningsOrLossesAmt
Administrative Expenses$145,957AdministrativeExpensesAmt
End Year Balance$3,840,134EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,278,158BeginningYearBalanceAmt
Contributions$250ContributionsAmt
Investment Earnings Or Losses$18,213InvestmentEarningsOrLossesAmt
Administrative Expenses$149,409AdministrativeExpensesAmt
End Year Balance$3,147,212EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,264,903BeginningYearBalanceAmt
Contributions$500ContributionsAmt
Investment Earnings Or Losses$159,089InvestmentEarningsOrLossesAmt
Administrative Expenses$146,334AdministrativeExpensesAmt
End Year Balance$3,278,158EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,265,276BeginningYearBalanceAmt
Contributions$5,000ContributionsAmt
Investment Earnings Or Losses$135,121InvestmentEarningsOrLossesAmt
Administrative Expenses$140,494AdministrativeExpensesAmt
End Year Balance$3,264,903EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.74000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.26000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,083,192OtherCostOrOtherBasisAmt
Book Value$3,083,192BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$11,592,159OtherCostOrOtherBasisAmt
Depreciation$3,645,924DepreciationAmt
Book Value$7,946,235BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,468,327OtherCostOrOtherBasisAmt
Depreciation$983,384DepreciationAmt
Book Value$484,943BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$11,514,370TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescLIABILITY UNDER REVOLVING FUND IN TRUSTDesc
Amt$612,613Amt
FieldValueIRS element (for citing)
Total Liability$612,613TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III, LINE 1A:THE ORGANIZATION DOES NOT CAPITALIZE COLLECTION ITEMS. HOWEVER, THE ORGANIZATION HAS A POLICY WHEREBY ANY DE-ACCESSIONING PROCEEDS MAY ONLY BE SPENT ON THE ACQUISITION OF COLLECTION ITEMS. THE COLLECTION IS INSURED BY AN ALL-RISK FINE ARTS POLICY FOR AN APPROXIMATE VALUE OF $3,500,000.
PART III, LINE 4:THE COLLECTIONS FALL INTO THREE GROUPS: ACCESSIONED COLLECTIONS, NON-ACCESSIONED COLLECTIONS AND ARCHAEOLOGICAL COLLECTIONS. ACCESSIONED COLLECTIONS ARE THE MAIN COLLECTING FOCUS AND CONSIST OF OBJECTS USED TO INTERPRET PRESERVATION VIRGINIA PROPERTIES TO THE PUBLIC AS WELL AS USED TO DOCUMENT THE HISTORY OF PRESERVATION VIRGINIA AND ITS PROPERTIES. EXAMPLES OF THIS COLLECTION INCLUDE SITE SPECIFIC OBJECTS THAT HAVE A PROVENANCE THAT LINKS THEM DIRECTLY TO AN HISTORIC PROPERTY, DECORATIVE AND FINE ARTS COLLECTIONS, MEMORABILIA COLLECTIONS AND REPRODUCTIONS. NON-ACCESSIONED COLLECTIONS INCLUDE THE ARCHIVAL COLLECTION, THE HISTORIC PHOTOGRAPHS, THE LIBRARY COLLECTION AND THE EDUCATIONAL COLLECTION. THESE COLLECTIONS ARE USED TO ENHANCE THE EDUCATIONAL AND INTERPRETIVE GOALS OF THE MISSION FOR THE PUBLIC. THE ARCHAEOLOGICAL COLLECTION IS A COLLECTION OF MATERIALS FROM SITES IN ACCORDANCE WITH STANDARD ARCHAEOLOGICAL PROFESSIONAL PRACTICES AND ETHICS. ALL OF THE COLLECTIONS ARE USED TO DOCUMENT THE HISTORY OF AN HISTORIC PROPERTY THROUGH INTERPRETATION IN EXHIBITIONS AND THROUGH AVAILABILITY FOR RESEARCH. ALL COLLECTION ITEMS ARE FURTHER INTERPRETED THROUGH EDUCATION PROGRAMMING WHICH MAY BE ON-SITE, THROUGH OUTREACH OR VIA WEB PRODUCTS AT PRESERVATION VIRGINIA'S WEBSITE. PRESERVATION VIRGINIA WILL LOAN OBJECTS FROM THE COLLECTION TO MUSEUMS AND OTHER NON-PROFIT, EDUCATIONAL ORGANIZATIONS FOR THE PURPOSE OF STUDY OR EXHIBITION.
PART X, LINE 2:MANAGEMENT HAS EVALUATED THE EFFECT OF GUIDANCE SURROUNDING UNCERTAIN INCOME TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAS NO SIGNIFICANT FINANCIAL STATEMENT EXPOSURE TO UNCERTAIN INCOME TAX POSITIONS AT JUNE 30, 2022 AND 2021. THE ORGANIZATION IS NOT CURRENTLY UNDER AUDIT BY ANY TAX JURISDICTION.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
MR JIM HORN
COO HISTORIC JAMESTOWNE$181,600$0$0$0$0$0$5,616$0$15,990$0$203,206$0$0$0
MS ELIZABETH S KOSTELNY
CEO & SECRETARY, EX OFFICIO$145,869$0$0$0$0$0$4,843$0$6,648$0$157,360$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BFORM 990 WAS FORWARDED TO THE FINANCE COMMITTEE FOR REVIEW AND INPUT ON DRAFT. THEN FORM 990 WAS POSTED ON BOARD REPOSITORY FOR BOARD MEMBER REVIEW. BOARD MEMBERS WERE GIVEN 3 DAYS TO REVIEW.
FORM 990, PART VI, SECTION B, LINE 12CIF A BOARD MEMBER HAS A CONFLICT OF INTEREST THEY ARE RECUSED FROM ANY DECISION MAKING ON AN ISSUE FOR WHICH THEY HAVE A CONFLICT.
FORM 990, PART VI, SECTION B, LINE 15THE EXECUTIVE COMMITTEE REVIEWS SALARIES BY COMPARING DATA FROM COMPARABLE ORGANIZATIONS IN COMPARABLE POSITIONS TO DETERMINE THE SALARY OF THE CHIEF EXECUTIVE OFFICER. THE DOCUMENTATION FOR ANALYSIS IS SAVED WITH THE FORM 990 SUPPORT INFORMATION. THE TREASURER AND EXECUTIVE DIRECTOR REVIEWED SALARY AND BENEFIT SURVEY INFORMATION FROM COMPARABLE ORGANIZATIONS TO DETERMINE COMPENSATION OF ALL STAFF WHICH REVIEW WAS DISCUSSED AND DOCUMENTED AT THE FINANCE COMMITTEE OVERSEEING THE CURRENT YEAR BUDGET. ALL STAFF HAVE AN ANNUAL REVIEW OF THEIR WORK PERFORMANCE.
FORM 990, PART VI, SECTION C, LINE 19THE ASSOCIATION FOR THE PRESERVATION OF VIRGINIA ANTIQUITIES (PRESERVATION VIRGINIA) MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
FORM 990, SECTION XI, LINE 2(C):THE PROCEDURE TO OVERSEE THE AUDIT AND SELECT AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1JAMESTOWN REDISCOVERY FOUNDATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1204 WEST FRANKLIN STREETAddressLine1Txt
CityRICHMONDCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23220ZIPCd
FieldValueIRS element (for citing)
EIN472945490EIN
Primary ActivitiesSUPPORT HISTORIC JAMESTOWNEPrimaryActivitiesTxt
Legal Domicile StateVALegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 11PublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1ASSOC FOR PRESERVATION OF VA ANTIQUITIESBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1JAMESTOWN REDISCOVERY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeCTransactionTypeTxt
Involved$670,411InvolvedAmt
Method Of Amount DeterminationCASHMethodOfAmountDeterminationTxt