2021-05-14T10:41:54-05:00 2020-06-30 541631262 KEITERSTEPHENSHURSTGARY & SHREAVESPC 4401 DOMINION BLVD GLEN ALLEN VA 23060 990 2019-07-01 540568800 ASSOCIATION FOR THE PRESERVATION OF VA ANTIQUITIES ASSO 8046481889 204 W FRANKLIN STREET RICHMOND VA 23220 ELIZABETH KOSTELNY CEO 8046481889 2021-05-13 1 JAYME MIKA P00852731 8047470000 2019 2022-09-23 18:48:47Z PRESERVATION VIRGINIA MRS PATTI LOUGHRIDGE 204 W FRANKLIN STREET RICHMOND VA 23220 4794660 0 X WWW.PRESERVATIONVIRGINIA.ORG X 1898 VA TO PRESERVE, PROMOTE AND SERVE AS AN ADVOCATE FOR VIRGINIA'S IRREPLACEABLE HISTORIC PLACES FOR CULTURAL, ECONOMIC AND EDUCATIONAL BENEFITS FOR EVERYONE. 15 14 172 58 0 0 2308947 1683509 1386370 1056079 403595 -260066 445573 314367 4544485 2793889 0 0 0 0 2140471 2492807 62004 12000 206563 1845242 1447261 4047717 3952068 496768 -1158179 24740804 24139149 1526672 1801035 23214132 22338114 X TO PRESERVE, PROMOTE AND SERVE AS AN ADVOCATE FOR VIRGINIA'S IRREPLACEABLE HISTORIC PLACES FOR CULTURAL, ECONOMIC AND EDUCATIONAL BENEFITS FOR EVERYONE. 0 0 1269659 443032 STATEWIDE 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; AND THE OLD CAPE HENRY LIGHTHOUSE, THE FIRST FEDERAL PUBLIC WORKS PROJECT UNDER PRESIDENT WASHINGTON, IN VIRGINIA BEACH. 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. 2004640 616147 HISTORIC 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: CREATING THE RIGHT LEGACY FOR HISTORIC JAMESTOWNE REMAINS THE PRIMARY OBJECTIVE OF ALL THOSE INVOLVED IN IMPLEMENTING THE MASTER PLAN. SUSTAINING THE LEGACY IN THE FUTURE IS EVERY BIT AS CRUCIAL FOR FUTURE GENERATIONS. HISTORIC JAMESTOWNE WILL REQUIRE BOTH GENERAL AND SPECIFIC ENDOWMENT FUNDS. 3274299 1 1 0 1 0 0 0 1 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 64 0 1 172 1 0 0 0 0 0 0 0 0 0 0 X 15 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 VA X X X THE ASSOCIATION 8046481889 204 WEST FRANKLIN STREET RICHMOND VA 23220 MR JIM HORN COO 50.00 X 176704 0 18725 MS ELIZABETH S KOSTELNY SECRETARY, EX OFFICIO 50.00 X X 141333 0 16348 MR WILLIAM KELSO EMERITUS DIR ARCHAEOLOGY 40.00 X 118601 0 4881 MS DENISE KELLOGG DIR DEVELOPMENT JRF 50.00 X 111000 0 3077 CHIEF EMERITUS KENNETH ADAMS BOARD MEMBER 1.00 X 0 0 0 MR COREY CLAYBORNE BOARD MEMBER 1.00 X 0 0 0 MS ANNE GEDDY CROSS BOARD MEMBER 1.00 X 0 0 0 MS AUDREY P DAVIS BOARD MEMBER 1.00 X 0 0 0 MS MARAL KALBIAN BOARD MEMBER 1.00 X 0 0 0 MRS NORMAN J MARKS BOARD MEMBER 1.00 X 0 0 0 MR R LATANE MONTAGUE IV BOARD MEMBER 1.00 X 0 0 0 MS HELEN REVELEY BOARD MEMBER 1.00 X 0 0 0 MR JEFF STODGHILL BOARD MEMBER 1.00 X 0 0 0 MR C HOBSON GODDIN HONARY TRUSTEE 1.00 X 0 0 0 MR JOHN H GUY IV HONARY TRUSTEE 1.00 X 0 0 0 MR WILLIAM B KERKAM III HONARY TRUSTEE 1.00 X 0 0 0 MRS GENEVIEVE PL KELLER CHAIR 1.00 X X 0 0 0 MR RONALD L HURST VICE CHAIR 1.00 X X 0 0 0 MR TRIP POLLARD VICE CHAIR 1.00 X X 0 0 0 MR GARY OMETER TREASURER 1.00 X X 0 0 0 MS PATRICIA LOUGHRIDGE IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 547638 0 43031 4 0 1 0 0 1683509 25070 1683509 ADMISSIONS 900099 882652 882652 FREE COLLECTION SERVICE 900099 82766 82766 RESTORATION SERVICES 900099 37844 37844 PROGRAM AND EVENT REVENUE 900099 33452 33452 FOOD SERVICE 900099 19365 19365 1056079 312592 312592 2061 2061 34900 8938 25962 25962 25962 1122974 1695632 -572658 -572658 -572658 579445 296201 283244 283244 MISCELLANEOUS 900099 3100 3100 3100 2793889 1059179 0 51201 166450 108192 24968 33290 1895216 1510154 288087 96975 29433 22916 5945 572 178963 142679 28346 7938 222745 193443 22062 7240 8788 1722 7066 34760 4600 30160 12000 12000 13185 13185 156677 143168 12774 735 89823 58207 8301 23315 53878 39029 6622 8227 163192 156019 6425 748 60765 58776 921 1068 6539 6539 432709 432709 BUILDING MAINTENANCE 208821 208387 434 OTHER OPERATING EXPENSE 143213 132908 4602 5703 AUTOMOBILE EXPENSES 38769 28786 6228 3755 ARCHAEOLOGY 20362 20362 15780 5703 5080 4997 3952068 3274299 471206 206563 318279 460538 89458 10974 483925 531457 371411 323343 41716 23297 13914904 4008058 9944797 9906846 12588998 11668912 902220 1213782 24740804 24139149 401487 264569 102260 1022925 1536466 1526672 1801035 X 14959004 14715229 8255128 7622885 23214132 22338114 24740804 24139149 X -1158179 296471 -14310 X X 0 1 X 1 0 X 1618157 1324170 2171433 2308947 1683509 9106216 2410400 2422167 2343169 2216173 1635524 11027433 4028557 3746337 4514602 4525120 3319033 20133649 34268 68248 37173 47144 34532 221365 0 34268 68248 37173 47144 34532 221365 19912284 354649 348163 358267 453808 349553 1864440 354649 348163 358267 453808 349553 1864440 8351 1689 5624 22824 3100 41588 4391557 4096189 4878493 5001752 3671686 22039677 0.90350 0.90500 0.08460 0.08300 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 0 0 0 1 25000 0 0 25000 0 X X X 0 3278158 250 18213 149409 3147212 3264903 500 159089 146334 3278158 3265276 5000 135121 140494 3264903 3113371 1500 285651 135246 3265276 2927221 280500 32547 126897 3113371 0.76000 0.24000 0 0 3083192 3083192 9256837 3161113 6095724 1543301 815371 727930 31574 31574 0 9906846 REVOLVING FUND HELD IN TRUST FOR THE COMMONWEALTH OF VIRGINIA 923065 DUE FROM RELEATED ORGANIZATION 290717 1213782 SPLIT INTEREST LIABILITY 68202 LIABILITY UNDER REVOLVING FUND IN TRUST 786764 PPP LOAN 681500 1536466 X 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, 2020 AND 2019. THE ORGANIZATION IS NOT CURRENTLY UNDER AUDIT BY ANY TAX JURISDICTION. X X X 0 0 0 0 0 0 0 0 0 MR JIM HORN COO 176704 0 0 0 0 0 4013 0 14712 0 195429 0 0 0 MS ELIZABETH S KOSTELNY SECRETARY, EX OFFICIO 141333 0 0 0 0 0 4843 0 11505 0 157681 0 0 0 X 5 25070 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 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 12C IF 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 15 THE EXECUTIVE COMMITTEE REVIEWS SALARIES BY COMPARING DATA FROM COMPARABLE ORGANIZATIONS IN COMPARABLE POSITIONS TO DETERMINE THE SALARY OF THE EXECUTIVE DIRECTOR. 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 19 THE 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, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -14,310. FORM 990, SECTION XI, LINE 2(C): THE PROCEDURE TO OVERSEE THE AUDIT AND SELECT AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED. JAMESTOWN REDISCOVERY FOUNDATION 204 WEST FRANKLIN STREET RICHMOND VA 23220 472945490 SUPPORT HISTORIC JAMESTOWNE VA 501(C)(3) LINE 11 ASSOC FOR PRESERVATION OF VA ANTIQUITIES 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JAMESTOWN REDISCOVERY FOUNDATION C 928589 CASH