VIRGINIA HISTORICAL SOCIETY: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- VIRGINIA HISTORICAL SOCIETY (EIN 54-0419452)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-14
- IRS object ID
- 201421349349305857
- Schema version
- 2012v2.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-14T14:25:20-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541631262 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEITERSTEPHENSHURSTGARY & SHREAVESPC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 32066 | AddressLine1 |
| City | RICHMOND | City |
| State | VA | State |
| ZIP Code | 232942066 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 540419452 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VIRGINIA HISTORICAL SOCIETY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | VIRG | NameControl |
| Phone | 8043584901 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 7311 | AddressLine1 |
| City | RICHMOND | City |
| State | VA | State |
| ZIP Code | 232210311 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD HEIMAN | Name |
| Title | CFO | Title |
| Phone | 8043584901 | Phone |
| Date Signed | 2014-05-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | VIRGINIA R BELCHER | Name |
| PTIN | P00421964 | PTIN |
| Phone | 8047470000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | PAUL A LEVENGOOD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 7311 | AddressLine1 |
| City | RICHMOND | City |
| State | VA | State |
| ZIP Code | 232210311 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 11709462 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.VAHISTORICAL.ORG | WebSite |
| Type Of Organization Other | X | TypeOfOrganizationOther |
| Type Of Org Other Description | 501(C)(3) | TypeOfOrgOtherDescription |
| Year Formation | 1831 | YearFormation |
| State Legal Domicile | VA | StateLegalDomicile |
| Activity Or Mission Description | CONNECTING PEOPLE TO AMERICA'S PAST THROUGH THE UNPARALLELED STORY OF VIRGINIA. BY COLLECTING, PRESERVING AND INTERPRETING THE COMMONWEALTH'S HISTORY, WE LINK PAST WITH PRESENT AND INSPIRE FUTURE GENERATIONS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 27 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 27 | NbrIndependentVotingMembers |
| Total Nbr Employees | 85 | TotalNbrEmployees |
| Total Nbr Volunteers | 60 | TotalNbrVolunteers |
| Total Gross UBI | 88604 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -41130 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 4014464 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 8823558 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 153498 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 167124 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 572928 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2150217 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 519480 | OtherRevenuePriorYear |
| Other Revenue Current Year | 499638 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 5260370 | TotalRevenuePriorYear |
| Total Revenue Current Year | 11640537 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3675948 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3869875 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 759659 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3920936 | OtherExpensePriorYear |
| Other Expenses Current Year | 4061971 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 7596884 | TotalExpensesPriorYear |
| Total Expenses Current Year | 7931846 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -2336514 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 3708691 | RevenuesLessExpensesCY |
| Total Assets BOY | 78830474 | TotalAssetsBOY |
| Total Assets EOY | 86311595 | TotalAssetsEOY |
| Total Liabilities BOY | 6731425 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5913961 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 72099049 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 80397634 | NetAssetsOrFundBalancesEOY |
| Mission Description | CONNECTING PEOPLE TO AMERICA'S PAST THROUGH THE UNPARALLELED STORY OF VIRGINIA. BY COLLECTING, PRESERVING AND INTERPRETING THE COMMONWEALTH'S HISTORY, WE LINK PAST WITH PRESENT AND INSPIRE FUTURE GENERATIONS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1833669 | Expense |
| Description | COLLECTIONS | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4353980 | Expense |
| Description | PROGRAMS | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 6187649 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 41 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 85 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 27 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 27 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | HI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ND | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE VIRGINIA HISTORICAL SOCIETY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8043584901 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 428 NORTH BOULEVARD | AddressLine1 |
| City | RICHMOND | City |
| State | VA | State |
| ZIP Code | 23220 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (30 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| ANNE R WORRELL | |||||||
| HONORARY VICE CHAIRMAN | 2.00 | X | 0 | 0 | 0 | ||
| BRENTON S HALSEY | |||||||
| HONORARY VICE CHAIRMAN | 2.00 | X | 0 | 0 | 0 | ||
| EDWARD L AYERS | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| H HITER HARRIS III | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| E BRYSON POWELL | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| HARRY F BYRD III | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| J STEWART BRYAN III | |||||||
| HONORARY VICE CHAIRMAN | 2.00 | X | 0 | 0 | 0 | ||
| LLOYD U NOLAND III | |||||||
| REGIONAL VICE CHAIRMAN | 2.00 | X | 0 | 0 | 0 | ||
| RICHARD S V HEIMAN | |||||||
| VP OPERATIONS, CFO & TREAS | 40.00 | X | 99679 | 0 | 20179 | X | |
| THOMAS G SLATER JR | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | X | |
| PAUL A LEVENGOOD | |||||||
| PRESIDENT AND CEO | 40.00 | X | 155319 | 0 | 22716 | X | |
| E CLAIBORNE ROBINS JR | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| GEORGE F ALBRIGHT JR | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| ANNA L LAWSON | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JOSIAH P ROWE III | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| HARRY F BYRD JR | |||||||
| HONORARY VICE CHAIRMAN | 2.00 | X | 0 | 0 | 0 | ||
| THOMAS N ALLEN | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| H FURLONG BALDWIN | |||||||
| HONORARY VICE CHAIRMAN | 2.00 | X | 0 | 0 | 0 | ||
| GARY M GORE | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| GRADY W POWELL | |||||||
| HONORARY VICE CHAIRMAN | 2.00 | X | 0 | 0 | 0 | ||
| CAROLE M WEINSTEIN | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| CONRAD M HALL | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| NANCY H GOTTWALD | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JOHN R NELSON | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| CHARLES L CABELL | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| CORDEL L FAULK | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| WILLIAM H FRALIN JR | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| GEORGE C FREEMAN III | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| WILLIAM C WOOLDRIDGE | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| PAMELA R SEAY | |||||||
| VP FOR INSTITUTIONAL ADVANCEMENT | 40.00 | 144109 | 0 | 18278 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 399107 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 61173 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation | Address Line1AddressOfContractor/AddressForeign/AddressLine1 | CityAddressOfContractor/AddressForeign/City | CountryAddressOfContractor/AddressForeign/Country |
|---|---|---|---|---|---|---|---|---|
| SPACESAVER STORAGE SOLUTIONS | ||||||||
| 10040 WHITESEL RD | ASHLAND | VA | 23005 | INSTALLATION | 559723 | |||
| GLAVE & HOLMES ARCHITECTS | ||||||||
| 2101 E MAIN ST | RICHMOND | VA | 23223 | CONSULTING | 322240 | |||
| RICHMOND CONSERVATION STUDIO | ||||||||
| 3202 ROSEDALE AVE | RICHMOND | VA | 23230 | CONSERVATION WORK | 249683 | |||
| COGAPP | ||||||||
| CONSULTING | 202473 | LEES HOUSE 21-33 DYKE RD | BRIGHTON | UK | ||||
| BRENT JOHNSON DESIGN | ||||||||
| 175 PORTLAND ST | BOSTON | MA | 02114 | DESIGN | 163444 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Membership Dues | 239389 | MembershipDues |
| Government Grants | 224163 | GovernmentGrants |
| All Other Contributions | 8360006 | AllOtherContributions |
| Noncash Contributions | 2150369 | NoncashContributions |
| Total Contributions | 8823558 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| FEES AND ADMISSION | 900099 | 134053 | 134053 | |
| PUBLICATIONS | 900099 | 16840 | 16840 | |
| PHOTOCOPY SALES | 900099 | 9355 | 9355 | |
| ROYALTIES | 900099 | 6876 | $6,876 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 167124 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1124808 | TotalRevenueColumn |
| Exclusion | $1,124,808 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 374941 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 374941 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 374941 | TotalRevenueColumn |
| Unrelated Business Revenue | 70625 | UnrelatedBusinessRevenue |
| Exclusion | $304,316 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1025409 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1025409 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1025409 | TotalRevenueColumn |
| Exclusion | $1,025,409 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 158760 | GrossSalesOfInventory |
| Cost Of Goods Sold | 68925 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 89835 | TotalRevenueColumn |
| Related Or Exempt Function Income | 73656 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 16179 | UnrelatedBusinessRevenue |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| MISCELLANEOUS | 900099 | 33062 | 33062 | |
| MAGAZINE ADVERTISING | 541800 | 1800 | 1800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 34862 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11640537 | TotalRevenueColumn |
| Related Or Exempt Function Income | 266966 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 88604 | UnrelatedBusinessRevenue |
| Exclusion | $2,461,409 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 248353 | Total |
| Program Services | 194211 | ProgramServices |
| Management And General | 30561 | ManagementAndGeneral |
| Fundraising | 23581 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2807632 | Total |
| Program Services | 2241525 | ProgramServices |
| Management And General | 236706 | ManagementAndGeneral |
| Fundraising | 329401 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 104101 | Total |
| Program Services | 8296 | ProgramServices |
| Management And General | 94798 | ManagementAndGeneral |
| Fundraising | 1007 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 467250 | Total |
| Program Services | 385145 | ProgramServices |
| Management And General | 43115 | ManagementAndGeneral |
| Fundraising | 38990 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 242539 | Total |
| Program Services | 162188 | ProgramServices |
| Management And General | 57987 | ManagementAndGeneral |
| Fundraising | 22364 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16363 | Total |
| Program Services | 12344 | ProgramServices |
| Management And General | 1722 | ManagementAndGeneral |
| Fundraising | 2297 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37220 | Total |
| Program Services | 28078 | ProgramServices |
| Management And General | 3918 | ManagementAndGeneral |
| Fundraising | 5224 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 193778 | Total |
| Management And General | 193778 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 73973 | Total |
| Program Services | 73973 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 412840 | Total |
| Program Services | 292073 | ProgramServices |
| Management And General | 34912 | ManagementAndGeneral |
| Fundraising | 85855 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 615173 | Total |
| Program Services | 498693 | ProgramServices |
| Management And General | 109093 | ManagementAndGeneral |
| Fundraising | 7387 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 173678 | Total |
| Program Services | 144219 | ProgramServices |
| Management And General | 27013 | ManagementAndGeneral |
| Fundraising | 2446 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 304248 | Total |
| Program Services | 240936 | ProgramServices |
| Management And General | 54224 | ManagementAndGeneral |
| Fundraising | 9088 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1015631 | Total |
| Program Services | 813132 | ProgramServices |
| Management And General | 171828 | ManagementAndGeneral |
| Fundraising | 30671 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| PROFESSIONAL SERVICES | 637794 | 623715 | -90460 | 104539 |
| EXHIBITS | 180903 | 180903 | ||
| PRINTING AND PUBLICATIO | 164112 | 80512 | 350 | 83250 |
| MUSEUM ACQUISITIONS | 38490 | 38490 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 197768 | Total |
| Program Services | 169216 | ProgramServices |
| Management And General | 14993 | ManagementAndGeneral |
| Fundraising | 13559 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7931846 | Total |
| Program Services | 6187649 | ProgramServices |
| Management And General | 984538 | ManagementAndGeneral |
| Fundraising | 759659 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4931571 | BOY |
| EOY | 6291186 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3579174 | BOY |
| EOY | 6540183 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 39274410 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 16379594 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22919069 | BOY |
| EOY | 22894816 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46888577 | BOY |
| EOY | 49684535 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 512083 | BOY |
| EOY | 900875 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 78830474 | BOY |
| EOY | 86311595 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1170849 | BOY |
| EOY | 545670 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 331401 | BOY |
| EOY | 334919 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5008683 | BOY |
| EOY | 5024000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 207000 | BOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13492 | BOY |
| EOY | 9372 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6731425 | BOY |
| EOY | 5913961 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23670821 | BOY |
| EOY | 25694428 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11865923 | BOY |
| EOY | 17211360 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36562305 | BOY |
| EOY | 37491846 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72099049 | BOY |
| EOY | 80397634 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 78830474 | BOY |
| EOY | 86311595 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 3708691 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 4589894 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4530923 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1709279 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8580064 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4014464 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8823558 | CurrentTaxYear |
| Total | 27658288 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4530923 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1709279 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8580064 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4014464 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8823558 | CurrentTaxYear |
| Total | 27658288 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 9563571 | AmountsSubstContributorsTotal |
| Public Support Total170 | 18094717 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 935486 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 388578 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 960491 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 721964 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1711023 | CurrentTaxYear |
| Total | 4717542 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1195 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 450 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 80292 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 77954 | CurrentTaxYearMinus1Year |
| Current Tax Year | 88604 | CurrentTaxYear |
| Total | 248495 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 14028 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7906 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11851 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 55825 | CurrentTaxYearMinus1Year |
| Current Tax Year | 33062 | CurrentTaxYear |
| Total | 122672 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 32746997 | TotalSupport |
| Gross Receipts From Admissions Etc | 1099613 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.55260 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.63880 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Collect Used For Loan Or Exch Prgrms | X | CollectUsedForLoanOrExchPrgrms |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 35341000 | BeginningOfYearBalance |
| Contributions | 929541 | Contributions |
| Investment Earnings Or Losses | 4775299 | InvestmentEarningsOrLosses |
| Other Expenditures | 2709591 | OtherExpenditures |
| End Of Year Balance | 38336249 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 37782070 | BeginningOfYearBalance |
| Contributions | 273984 | Contributions |
| Investment Earnings Or Losses | 323756 | InvestmentEarningsOrLosses |
| Other Expenditures | 3038810 | OtherExpenditures |
| End Of Year Balance | 35341000 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 28356680 | BeginningOfYearBalance |
| Contributions | 5984231 | Contributions |
| Investment Earnings Or Losses | 5639971 | InvestmentEarningsOrLosses |
| Other Expenditures | 2198812 | OtherExpenditures |
| End Of Year Balance | 37782070 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 28831619 | BeginningOfYearBalance |
| Contributions | -7919 | Contributions |
| Investment Earnings Or Losses | 3283723 | InvestmentEarningsOrLosses |
| Other Expenditures | 3750743 | OtherExpenditures |
| End Of Year Balance | 28356680 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 26438422 | BeginningOfYearBalance |
| Contributions | 531604 | Contributions |
| Investment Earnings Or Losses | 4643528 | InvestmentEarningsOrLosses |
| Other Expenditures | 2781935 | OtherExpenditures |
| End Of Year Balance | 28831619 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.01000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.99000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 436301 | OtherCostOrOtherBasis |
| Book Value | 436301 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 12747524 | OtherCostOrOtherBasis |
| Depreciation | 5614162 | Depreciation |
| Book Value | 7133362 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 17648647 | OtherCostOrOtherBasis |
| Depreciation | 3208230 | Depreciation |
| Book Value | 14440417 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8368535 | OtherCostOrOtherBasis |
| Depreciation | 7498390 | Depreciation |
| Book Value | 870145 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 73403 | OtherCostOrOtherBasis |
| Depreciation | 58812 | Depreciation |
| Book Value | 14591 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 22894816 | TotalOfBookValueLandBuildings |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 16299356 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 4589894 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 4589894 | RevenueNotRptdF990 |
| Revenue Subtotal | 11709462 | RevenueSubtotal |
| Other Revenues Not Included | -68925 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -68925 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 11640537 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 8000771 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 68925 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 68925 | ExpensesNotRptdF990 |
| Expenses Subtotal | 7931846 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 7931846 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 1A: | IN CONFORMITY WITH THE PRACTICE FOLLOWED BY MOST MUSEUMS, THE SOCIETY'S FINANCIAL STATEMENTS EXCLUDE THE VALUE OF THE COLLECTION OBJECTS AND LIBRARY HOLDINGS, AND NO DETERMINATION HAS BEEN MADE AS TO THE AGGREGATE VALUE OF SUCH ITEMS. PURCHASES OF COLLECTION ITEMS ARE RECORDED DECREASES IN UNRESTRICTED NET ASSETS OR TEMPORARILY RESTRICTED NET ASSETS IF THE ASSETS USED TO PURCHASE COLLECTION ITEMS ARE RESTRICTED BY THE DONOR. THE SOCIETY COLLECTS MANUSCRIPTS, BOOKS, MAPS, NEWSPAPERS, PHOTOGRAPHS, PORTRAITS, AND OTHER WORKS OF ART, AS WELL AS MUSEUM ARTIFACTS THAT ARE RELATED TO VIRGINIA AND AMERICAN HISTORY. THE SOCIETY'S COLLECTIONS ARE MAINTAINED FOR RESEARCH, EDUCATION, AND PUBLIC EXHIBITION IN FURTHERANCE OF PUBLIC SERVICE RATHER THAN FOR FINANCIAL GAIN. COLLECTIONS ARE THE MOST VALUABLE ASSETS OF THE SOCIETY AND ARE PROTECTED, KEPT UNENCUMBERED, CARED FOR, AND PRESERVED. AS STEWARD FOR MANY TREASURES RELATING TO THE STATE'S AND NATION'S HISTORY, THE SOCIETY MAINTAINS METICULOUS RECORDS AND IS NATIONALLY NOTED FOR THE DEPTH AND DETAIL OF ITS DESCRIPTIVE CATALOGING FOR ITS LIBRARY HOLDINGS. INTELLECTUAL AS WELL AS PHYSICAL CONTROL OF ALL COLLECTIONS IS MAINTAINED THROUGH EXTENSIVE RECORD KEEPING INCLUDING PROVENANCE OF ORIGIN; ACCESSION DATE; TERMS OF GIFT OR PURCHASE PRICE, WHICHEVER IS APPLICABLE; PHYSICAL DESCRIPTION AND CONDITION REPORT; LOCATION; AND CONSERVATION RECORD. IN CONFORMITY WITH THE AMERICAN ASSOCIATION OF MUSEUM GUIDELINES, COLLECTIONS ARE DEACCESSIONED RARELY AND IN CLOSE ADHERENCE TO SPECIFIC STEPS, CULMINATING IN APPROVAL FROM EITHER THE SOCIETY'S PRESIDENT OR COLLECTION COMMITTEE. PROCEEDS DERIVED FROM THE SALE OF ANY DEACCESSIONED COLLECTIONS ARE APPLIED TO RESOURCES RESTRICTED TO THE PURCHASE OF COLLECTIONS. THE SOCIETY DOES NOT INCLUDE EITHER THE COST OR THE VALUE OF ITS COLLECTIONS IN THE STATEMENTS OF FINANCIAL POSITION, NOR DOES IT RECOGNIZE GIFTS OF COLLECTION ITEMS AS REVENUES IN THE STATEMENTS OF ACTIVITES. BECAUSE COLLECTION ITEMS ACQUIRED BY PURCHASE ARE NOT CAPITALIZED, THE COST OF THOSE ACQUISITIONS IS REPORTED AS A DECREASE IN NET ASSETS IN THE STATEMENT OF ACTIVITIES. | |
| PART X, LINE 2: | THE SOCIETY HAS ADOPTED FINANCIAL REPORTING GUIDANCE RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING THE MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE SOCIETY'S FINANCIAL STATEMENTS. THE GUIDANCE ALSO PROVIDES CRITERIA ON DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURE AND TRANSITION. THE SOCIETY DISCLOSES THE EXPECTED FUTURE TAX CONSEQUENCES OF UNCERTAIN TAX POSITIONS PRESUMING THE TAXING AUTHORITIES' FULL KNOWLEDGE OF THE FACTS AND THE SOCIETY'S POSITION, AND RECORDS UNRECOGNIZED TAX BENEFITS OR LIABILITIES FOR KNOWN, OR ANTICIPATED TAX ISSUES BASED ON THE SOCIETY'S ANALYSIS OF WHETHER ADDITIONAL TAXES WOULD BE DUE TO THE AUTHORITY GIVEN THEIR FULL KNOWLEDGE OF THE TAX POSITION. THE SOCIETY HAS COMPLETED ITS ASSESSMENT AND DETERMINED THAT THERE ARE NO TAX POSITIONS WHICH WOULD REQUIRE RECOGNITION. THE TAX RETURNS FOR YEARS SINCE 2010 REMAIN OPEN FOR EXAMINATION BY TAX AUTHORITIES. THE SOCIETY IS NOT CURRENTLY UNDER AUDIT FOR ANY JURISDICTION. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| COST OF GOODS SOLD -68,925. | PART XI, LINE 4B - OTHER ADJUSTMENTS: | |
| COST OF GOODS SOLD 68,925. | PART XII, LINE 2D - OTHER ADJUSTMENTS: |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PAUL A LEVENGOOD | ||||||||||||||
| PRESIDENT AND CEO | 155319 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 22716 | 0 | 178035 | 0 | 0 | 0 |
| PAMELA R SEAY | ||||||||||||||
| VP FOR INSTITUTIONAL ADVANCEMENT | 144109 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 18278 | 0 | 162387 | 0 | 0 | 0 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Bond ReferenceBondReferenceCd | Issuer EINIssuerEIN | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| VA SMALL BUSINESS FINANCING AUTHORITY | |||||||
| A | 541300845 | 2013-06-27 | 4914000 | REFINANCE SERIES 2009 BONDS AND SWAP AGREEMENT | 0 | 1 | 0 |
| VA SMALL BUSINESS FINANCING AUTHORITY | |||||||
| B | 541300845 | 2013-06-27 | 15000000 | CAPITAL IMPROVEMENT PROJECT | 0 | 1 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceeds | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Capital ExpendituresCapitalExpenditures | Amount UnspentAmountUnspent |
|---|---|---|---|---|---|---|---|
| A | 4914000 | 1 | 0 | 1 | 1 | ||
| B | 110000 | 0 | 0 | 0 | 1 | 110000 | 14890000 |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART I, LINE A: | Identifier |
| Explanation | SERIES 2013B BONDS WERE ISSUED TO RETIRE THE VARIABLE RATE REVENUE REFUNDING BONDS, SERIES 2009 AND THE FORWARD INTEREST RATE SWAP AGREEMENT. | Explanation |
Schedule M IRS990ScheduleM
Art Historical Treasures ArtHistoricalTreasures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 12 | NumberOfContributions |
| Method Of Determining Revenues | NO DETERMINATION | MethodOfDeterminingRevenues |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Method Of Determining Revenues | NO DETERMINATION | MethodOfDeterminingRevenues |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Method Of Determining Revenues | NO DETERMINATION | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 28 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2150369 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | NYSE | MethodOfDeterminingRevenues |
Historical Artifacts HistoricalArtifacts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 75 | NumberOfContributions |
| Method Of Determining Revenues | NO DETERMINATION | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | PART IV, SECTION A, QUESTION 2: HARRY F. BYRD, JR. AND HARRY F. BYRD, III ARE FATHER AND SON. |
| FORM 990, PART VI, SECTION B, LINE 11 | A DRAFT COPY OF THE FORM 990 IS MADE AVAILABLE TO THE BOARD OF TRUSTEES FOR THEIR REVIEW BY WAY OF A SECURED LINK TO THE CORPORATE WEBSITE. THE TRUSTEES ARE PROVIDED A USERNAME AND PASSWORD TO ACCESS THE DRAFT DOCUMENT. THE TRUSTEES HAVE FIVE (5) DAYS TO REVIEW THE DOCUMENT AND SUBMIT THEIR QUESTIONS TO STAFF. UPON CLEARING ALL QUESTIONS, STAFF WILL PROCEED TO FILE THE RETURN TO THE RESPECTIVE RECIPIENTS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE VIRGINIA HISTORICAL SOCIETY HAS A CODE OF ETHICS DOCUMENT THAT INCORPORATES POLICIES AND PROCEDURES FOR BOTH TRUSTEES AND THE EMPLOYEES OF THE ORGANIZATION. IT ADDRESSES IN GREAT LENGTH THE FOLLOWING: FOR TRUSTEES - GENERAL RESPONSIBILITY, CONFLICT OF INTEREST, AND TRUSTEE-PRESIDENTIAL RELATIONSHIP; FOR STAFF - GENERAL RESPONSIBILITIES, CONFLICT OF INTEREST, GIFTS, FAVORS, DISCOUNTS, DISPENSATIONS, RESPONSIBILITY FOR VHS PROPERTY, BOTH REAL AND TANGIBLE, AND OUTSIDE EMPLOYMENT. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION FOR OFFICERS AND EMPLOYEES IS APPROVED BY THE FINANCE COMMITTEE, THE EXECUTIVE COMMITTEE AND SUBSEQUENTLY BY THE FULL BOARD OF TRUSTEES IN THE ANNUAL BUDGET PROCESS. MANAGEMENT USES INDUSTRY RELATED COMPENSATION SURVEYS WHEN AVAILABLE TO AUGMENT THE SALARY STRUCTURE OF THE ORGANIZATION AND PAYS FOR COMPENSATION STUDIES OCCASIONALLY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION CURRENTLY MAKES ITS GOVERNING DOCUMENTS, AUDITED FINANCIAL STATEMENTS AND THOSE DOCUMENTS REQUIRED BY THE IRS FOR PUBLIC INSPECTION AVAILABLE ON ITS WEBSITE. |