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ASSOCIATION FOR THE PRESERVATION OF VIRGINIA ANTIQUITIES: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
ASSOCIATION FOR THE PRESERVATION OF VIRGINIA ANTIQUITIES (EIN 54-0568800)
Tax period
2017-07-01 to 2018-06-30
Filed
2019-05-15
IRS object ID
201931359349304843
Schema version
2017v2.3
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)
Return2019-05-15T11:23:35-05:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN541631262PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KEITERSTEPHENSHURSTGARY & SHREAVESPCBusinessNameLine1Txt

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 Begin2017-07-01TaxPeriodBeginDt

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
Signature2019-05-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAYME MIKAPreparerPersonNm
PTINP00852731PTIN
Phone8047470000PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address184.80.4.98IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-14IPDt
IP Tm08:37:59IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdF05AA6CF05C69636E8EBACA28AC64F735A92FF89AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

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$5,023,756GrossReceiptsAmt
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 Body23VotingMembersGoverningBodyCnt
Voting Members Independent22VotingMembersIndependentCnt
Total Employee158TotalEmployeeCnt
Total Volunteers76TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,324,170PYContributionsGrantsAmt
CY Contributions Grants$2,171,433CYContributionsGrantsAmt
PY Program Service Revenue$1,459,060PYProgramServiceRevenueAmt
CY Program Service Revenue$1,447,130CYProgramServiceRevenueAmt
PY Investment Income$574,998PYInvestmentIncomeAmt
CY Investment Income$354,967CYInvestmentIncomeAmt
PY Other Revenue$511,132PYOtherRevenueAmt
CY Other Revenue$477,489CYOtherRevenueAmt
PY Total Revenue$3,869,360PYTotalRevenueAmt
CY Total Revenue$4,451,019CYTotalRevenueAmt
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$2,497,378PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,288,268CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$72,000PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$72,000CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$259,992CYTotalFundraisingExpenseAmt
PY Other Expenses$1,177,452PYOtherExpensesAmt
CY Other Expenses$1,272,603CYOtherExpensesAmt
PY Total Expenses$3,746,830PYTotalExpensesAmt
CY Total Expenses$3,632,871CYTotalExpensesAmt
PY Revenues Less Expenses$122,530PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$818,148CYRevenuesLessExpensesAmt
Total Assets BOY$23,639,565TotalAssetsBOYAmt
Total Assets EOY$24,245,274TotalAssetsEOYAmt
Total Liabilities BOY$1,563,570TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,163,314TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$22,075,995NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$23,081,960NetAssetsOrFundBalancesEOYAmt
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$1,611,468ExpenseAmt
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 PERPETUATING VIRGINIA'S CULTURAL, ARCHITECTURAL AND HISTORIC HERITAGE, REVITALIZING VIRGINIA'S COMMUNITIES, AND ENSURING THAT HISTORIC PLACES ARE INTEGRAL PARTS OF THE LIVES OF PRESENT AND FUTURE GENERATIONS. IN PURSUING AND ACHIEVING THIS MISSION, WE ENSURE THE VITALITY OF VIRGINIA'S DISTINCTIVE HERITAGE, RESULTING IN CULTURAL, ECONOMIC AND EDUCATIONAL BENEFITS FOR THE PUBLIC. WE ACHIEVE OUR MISSION BY PROVIDING LEADERSHIP, EXPERTISE, INFLUENCE, POLICY, PROGRAMS AND SERVICES TO THE PUBLIC AND SPECIAL AUDIENCES, AND BY PARTNERING WITH ALL LEVELS OF GOVERNMENT, AS WELL AS OTHER NONPROFIT AND EDUCATIONAL INSTITUTIONS.VISION STATEMENT: WE ENVISION A VIRGINIA RECOGNIZED REGIONALLY, NATIONALLY AND INTERNATIONALLY FOR PRESERVING AND PROMOTING ITS DISTINCTIVE HISTORIC STRUCTURES, LANDSCAPES, COLLECTIONS, COMMUNITIES AND ARCHAEOLOGICAL SITES - GUIDED BY THE EXPERT LEADERSHIP, STEWARDSHIP AND ADVOCACY OF PRESERVATION VIRGINIA. STATEWIDE PROGRAMS AND SERVICES: PRESERVATION VIRGINIA'S STRATEGIC PLAN HAS THREE BASIC GOALS - 1) SUPPORTING THE PRESERVATION OF HISTORIC PLACES THROUGH PARTNERSHIP; 2) DEVELOPING A STRONG PRESERVATION ETHIC BY PROMOTING THE VALUE OF HISTORIC PRESERVATION THROUGH PROGRAMS AND PLACES; 3) ENSURING THAT THE ORGANIZATION IS CAPABLE AND FINANCIALLY SUSTAINABLE BY ORGANIZING FOR SUCCESS AND ATTRACTING NEW MEMBERS AND SUPPORTERS. PRESERVATION VIRGINIA IS ACHIEVING THOSE GOALS THROUGH ITS PROGRAMS AND SERVICES AND BY BEING A LEADING DIALOGUE WITH LOCAL COMMUNITIES ABOUT THE ECONOMIC AND CULTURAL VALUES HISTORIC PRESERVATION PROVIDES.HERITAGE TOURISM - PRESERVATION VIRGINIA PROVIDES INTERPRETIVE AND EDUCATIONAL PROGRAMS AT PROPERTIES STRETCHING FROM THE EASTERN SHORE AND TIDEWATER AREA TO THE EARLY FRONTIER OF THE BLUE RIDGE MOUNTAINS. WE PROVIDE ON-SITE 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; HISTORIC COMMERCIAL BUILDINGS SUCH AS THE RISING SUN TAVERN IN FREDERICKSBURG AND THE FARMER'S BANK OF PETERSBURG; 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 IS EXPANDING EDUCATIONAL OFFERINGS TO INCLUDE PROGRAMS FOR PRESERVATION/MUSEUM PROFESSIONALS, 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 AND NEIGHBORHOODS. WE SPONSOR WORKSHOPS AND CONFERENCES. THE PARTNERS IN THE FIELD PROGRAM HAVE ESTABLISHED A POSITION BASED IN DANVILLE. THIS FIELD REPRESENTATIVE HELPS LOCAL COMMUNITIES DEVELOP STRATEGIES AND COALITIONS TO WARD OFF THREATS TO HISTORIC STRUCTURES, SITES AND NEIGHBORHOODS.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: LAST YEAR NEARLY 550,000 INDIVIDUALS PARTICIPATED IN PRESERVATION VIRGINIA PROGRAMS ACROSS VIRGINIA. THIS PROVIDES ECONOMIC BENEFITS BY SUPPORTING VIRGINIA'S HERITAGE TOURISM INDUSTRY AND PROMOTING HISTORIC PRESERVATION BENEFITS AS AN ECONOMIC DRIVER. A GROWING STATEWIDE EDUCATION INITIATIVE IS REACHING TENS OF THOUSANDS OF VIRGINIA STUDENTS. PRESERVATION VIRGINIA IS EXPANDING ITS EDUCATIONAL PROGRAM TO TARGET PRIMARY AND SECONDARY STUDENTS AS WELL AS SPECIFIC PROGRAMS FOR GRADUATE STUDENTS AND LIFELONG LEARNERS.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 HAS BEEN INVOLVED IN SAVING 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$1,323,071ExpenseAmt
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: 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.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$2,934,539TotalProgramServiceExpensesAmt
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
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
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 Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
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 With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
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 Document25IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee158EmployeeCnt
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
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members23GoverningBodyVotingMembersCnt
Independent Voting Member22IndependentVotingMemberCnt
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 DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
MRS WILLIAM E LOUGHRIDGE
PRESIDENT1.00Yes (X)Yes (X)$0$0$0
MS ELIZABETH S KOSTELNY
EXECUTIVE DIRECTOR/SECRETA50.00Yes (X)Yes (X)$130,680$0$24,833
MR JOHN H GUY IV
BOARD MEMBER1.00Yes (X)$0$0$0
MRS GENEVIEVE PL KELLER
BOARD MEMBER1.00Yes (X)$0$0$0
MRS NORMAN J MARKS
BOARD MEMBER1.00Yes (X)$0$0$0
MR GARY OMETER
TREASURER1.00Yes (X)Yes (X)$0$0$0
MS AUDREY P DAVIS
BOARD MEMBER1.00Yes (X)$0$0$0
MR KEN FARMER
BOARD MEMBER1.00Yes (X)$0$0$0
DR KEVIN R HARDWICK
BOARD MEMBER1.00Yes (X)$0$0$0
MR PETTUS LECOMPTE
BOARD MEMBER1.00Yes (X)$0$0$0
MR RONALD L HURST
BOARD MEMBER1.00Yes (X)$0$0$0
MS MARAL KALBIAN
BOARD MEMBER1.00Yes (X)$0$0$0
MR R LATANE MONTAGUE IV
BOARD MEMBER1.00Yes (X)$0$0$0
KENNETH ADAMS
CHIELF EMERITUS1.00Yes (X)$0$0$0
MR WILLIAM G BEVILLE
HONARY TRUSTEE1.00Yes (X)$0$0$0
MR C HOBSON GODDIN
HONARY TRUSTEE1.00Yes (X)$0$0$0
MR WILLIAM B KERKAM III
HONARY TRUSTEE1.00Yes (X)$0$0$0
MRS JOHN H VANLANDINGHAM III
HONARY TRUSTEE1.00Yes (X)$0$0$0
MR D ANDERSON WILLIAMS
HONARY TRUSTEE1.00Yes (X)$0$0$0
WILLIAM KELSO
DIRECTOR OF ARCHAEOLOGY40.00$112,487$0$4,339Yes (X)
MR JAMES P HORN
COO FOR HISTORIC JAMESTOWN40.00$167,563$0$25,456Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$410,730TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$54,628TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K3IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$2,171,433AllOtherContributionsAmt
Noncash Contributions$168,051NoncashContributionsAmt
Total Contributions$2,171,433TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ADMISSIONS900099$1,223,666$1,223,666
PROGRAM AND EVENT REVE900099$106,388$106,388
TICKETING MANAGEMENT S900099$86,512$86,512
FOOD SERVICE900099$30,564$30,564
FieldValueIRS element (for citing)
Total Program Service Revenue$1,447,130TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$321,503TotalRevenueColumnAmt
Exclusion$321,503ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$214TotalRevenueColumnAmt
Exclusion$214ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$36,550RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$33,493RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$3,057RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,057TotalRevenueColumnAmt
Exclusion$3,057ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$145,263SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$111,799SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$33,464SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$33,464TotalRevenueColumnAmt
Exclusion$33,464ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$896,039GrossSalesOfInventoryAmt
Cost Of Goods Sold$427,445CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$468,594TotalRevenueColumnAmt
Exclusion$468,594ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Business900099BusinessCd
Total Revenue Column$5,624TotalRevenueColumnAmt
Related Or Exempt Func Income$5,624RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$5,624OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,451,019TotalRevenueColumnAmt
Related Or Exempt Func Income$1,452,754RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$826,832ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$164,724TotalAmt
Program Services$107,070ProgramServicesAmt
Management And General$24,709ManagementAndGeneralAmt
Fundraising$32,945FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,724,462TotalAmt
Program Services$1,343,698ProgramServicesAmt
Management And General$282,116ManagementAndGeneralAmt
Fundraising$98,648FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$27,238TotalAmt
Program Services$20,200ProgramServicesAmt
Management And General$5,831ManagementAndGeneralAmt
Fundraising$1,207FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$167,599TotalAmt
Program Services$133,668ProgramServicesAmt
Management And General$28,508ManagementAndGeneralAmt
Fundraising$5,423FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$204,245TotalAmt
Program Services$176,177ProgramServicesAmt
Management And General$18,200ManagementAndGeneralAmt
Fundraising$9,868FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$5,546TotalAmt
Program Services$361ProgramServicesAmt
Management And General$5,185ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$30,983TotalAmt
Program Services$4,439ProgramServicesAmt
Management And General$26,544ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$16,000TotalAmt
Program Services$16,000ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$72,000TotalAmt
Fundraising$72,000FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$10,427TotalAmt
Management And General$10,427ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$923TotalAmt
Fundraising$923FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$81,109TotalAmt
Program Services$54,895ProgramServicesAmt
Management And General$11,312ManagementAndGeneralAmt
Fundraising$14,902FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$79,214TotalAmt
Program Services$68,305ProgramServicesAmt
Management And General$2,209ManagementAndGeneralAmt
Fundraising$8,700FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$139,634TotalAmt
Program Services$137,010ProgramServicesAmt
Management And General$1,743ManagementAndGeneralAmt
Fundraising$881FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$79,480TotalAmt
Program Services$66,623ProgramServicesAmt
Management And General$7,410ManagementAndGeneralAmt
Fundraising$5,447FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$60,573TotalAmt
Program Services$47,914ProgramServicesAmt
Management And General$4,646ManagementAndGeneralAmt
Fundraising$8,013FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$9,485TotalAmt
Program Services$9,485ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$309,250TotalAmt
Program Services$309,250ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$77,678TotalAmt
Program Services$73,913ProgramServicesAmt
Management And General$3,765ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
BUILDING MAINTENANCE$197,469$197,469
MUSEUM OPERATIONS$168,062$168,062
FOREIGN TAXES PAID$3,665$3,665
OTHER EXPENSES$3,105$2,070$1,035

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,632,871TotalAmt
Program Services$2,934,539ProgramServicesAmt
Management And General$438,340ManagementAndGeneralAmt
Fundraising$259,992FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$470,965BOYAmt
EOY$811,987EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$144,100BOYAmt
EOY$112,424EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$141,646BOYAmt
EOY$89,498EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$592,115BOYAmt
EOY$662,190EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$27,700BOYAmt
EOY$8,000EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$12,700,724LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$3,205,379LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$9,951,741BOYAmt
EOY$9,495,345EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$11,564,211BOYAmt
EOY$12,301,342EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$747,087BOYAmt
EOY$764,488EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$23,639,565BOYAmt
EOY$24,245,274EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$294,648BOYAmt
EOY-$15,456EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,268,922BOYAmt
EOY$1,178,770EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,563,570BOYAmt
EOY$1,163,314EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$13,850,391BOYAmt
EOY$14,911,909EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,833,775BOYAmt
EOY$5,775,222EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,391,829BOYAmt
EOY$2,394,829EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$22,075,995BOYAmt
EOY$23,081,960EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$23,639,565BOYAmt
EOY$24,245,274EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$818,148ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$177,912NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$9,905OtherChangesInNetAssetsAmt
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$2,830,785CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,958,363CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,618,157CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,324,170CurrentTaxYearMinus1YearAmt
Current Tax Year$2,171,433CurrentTaxYearAmt
Total$9,902,908TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,093,229CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,341,423CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,421,187CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,426,921CurrentTaxYearMinus1YearAmt
Current Tax Year$1,915,724CurrentTaxYearAmt
Total$12,198,484TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,924,014CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,299,786CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,039,344CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,751,091CurrentTaxYearMinus1YearAmt
Current Tax Year$4,087,157CurrentTaxYearAmt
Total$22,101,392TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$25,294CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$45,310CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$34,268CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$68,248CurrentTaxYearMinus1YearAmt
Current Tax Year$37,173CurrentTaxYearAmt
Total$210,293TotalAmt

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$25,294CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$45,310CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$34,268CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$68,248CurrentTaxYearMinus1YearAmt
Current Tax Year$37,173CurrentTaxYearAmt
Total$210,293TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$21,891,099PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$392,099CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$399,777CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$354,649CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$348,163CurrentTaxYearMinus1YearAmt
Current Tax Year$358,267CurrentTaxYearAmt
Total$1,852,955TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$392,099CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$399,777CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$354,649CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$348,163CurrentTaxYearMinus1YearAmt
Current Tax Year$358,267CurrentTaxYearAmt
Total$1,852,955TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$15,531CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,879CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,351CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,689CurrentTaxYearMinus1YearAmt
Current Tax Year$5,624CurrentTaxYearAmt
Total$39,074TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,331,644CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,707,442CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,402,344CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,100,943CurrentTaxYearMinus1YearAmt
Current Tax Year$4,451,048CurrentTaxYearAmt
Total$23,993,421TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.91240PublicSupportCY509Pct
Public Support PY5090.90230PublicSupportPY509Pct
Investment Income CY0.07720InvestmentIncomeCYPct
Investment Income PY0.08450InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

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$16,000DirectContactLegislatorsAmt
Rallies Demonstrations0RalliesDemonstrationsInd
Other Activities0OtherActivitiesInd
Total Lobbying Expenditures$16,000TotalLobbyingExpendituresAmt
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$3,265,276BeginningYearBalanceAmt
Contributions$5,000ContributionsAmt
Investment Earnings Or Losses$135,121InvestmentEarningsOrLossesAmt
Administrative Expenses$140,494AdministrativeExpensesAmt
End Year Balance$3,264,903EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,113,371BeginningYearBalanceAmt
Contributions$1,500ContributionsAmt
Investment Earnings Or Losses$285,651InvestmentEarningsOrLossesAmt
Administrative Expenses$135,246AdministrativeExpensesAmt
End Year Balance$3,265,276EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,927,221BeginningYearBalanceAmt
Contributions$280,500ContributionsAmt
Investment Earnings Or Losses$32,547InvestmentEarningsOrLossesAmt
Administrative Expenses$126,897AdministrativeExpensesAmt
End Year Balance$3,113,371EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,997,480BeginningYearBalanceAmt
Contributions$1,500ContributionsAmt
Investment Earnings Or Losses$44,220InvestmentEarningsOrLossesAmt
Administrative Expenses$115,979AdministrativeExpensesAmt
End Year Balance$2,927,221EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,472,083BeginningYearBalanceAmt
Contributions$11,380ContributionsAmt
Investment Earnings Or Losses$607,744InvestmentEarningsOrLossesAmt
Administrative Expenses$93,727AdministrativeExpensesAmt
End Year Balance$2,997,480EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.73440PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.26560TermEndowmentBalanceEOYPct
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$8,643,349OtherCostOrOtherBasisAmt
Depreciation$2,661,321DepreciationAmt
Book Value$5,982,028BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$942,609OtherCostOrOtherBasisAmt
Depreciation$513,759DepreciationAmt
Book Value$428,850BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$31,574OtherCostOrOtherBasisAmt
Depreciation$30,299DepreciationAmt
Book Value$1,275BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$9,495,345TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
SPLIT INTEREST LIABILITY$68,941
LIABILITY UNDER REVOLVING FUND IN TRUST$764,488
LOAN PAYABLE$345,341
FieldValueIRS element (for citing)
Total Liability$1,178,770TotalLiabilityAmt
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, 2018 AND 2017. THE ORGANIZATION IS NOT CURRENTLY UNDER AUDIT BY ANY TAX JURISDICTION.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Agrmt Prof Fundraising Acty0AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

FieldValueIRS element (for citing)
PersonCATHRYN O LOWEPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1112 CRYSTAL DOWNS CTAddressLine1Txt
CityCHESTERCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23836ZIPCd
FieldValueIRS element (for citing)
ActivityASSIST CEO & BOARD TO DEVELOP A STRATEGIC DEVELOPMENT PLANActivityTxt
Fundraiser Control Of Funds0FundraiserControlOfFundsInd
Gross Receipts$0GrossReceiptsAmt
Retained By Contractor$0RetainedByContractorAmt
Net To Organization$0NetToOrganizationAmt
FieldValueIRS element (for citing)
Licensed StatesVALicensedStatesCd

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
MS ELIZABETH S KOSTELNY
EXECUTIVE DIRECTOR/SECRETA$130,680$0$0$0$0$0$0$0$24,833$0$155,513$0$0$0
MR JAMES P HORN
COO FOR HISTORIC JAMESTOWN$167,563$0$0$0$0$0$0$0$25,456$0$193,019$0$0$0

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution8ContributionCnt
Noncash Contributions Rpt F990$168,051NoncashContributionsRptF990Amt
Method Of Determining RevenuesNYSEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 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 THYE 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 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 BUDGET FOR 2017. 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, PART XI, LINE 9:CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 9,905.
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
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 Org0GiftGrntCapContriFromOthOrgInd
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