2026-05-15T13:47:17-05:00 2025-06-30 541631262 KEITER STEPHENS HURST GARY & SHREAVES 4401 DOMINION BLVD GLEN ALLEN VA 23060 990 2024-07-01 540419452 VIRGINIA HISTORICAL SOCIETY VIRG 8043401800 PO BOX 7311 RICHMOND VA 23221 DAVID KUNNEN CFO 8043401800 2026-05-15 1 1 JAYME MIKA P00852731 8047470000 2026-05-15 2024 2025-03-06 01:10:19Z VIRGINIA MUSEUM OF HISTORY & CULTURE JAMIE O BOSKET PO BOX 7311 RICHMOND VA 23221 15235776 0 X WWW.VIRGINIAHISTORY.ORG X 501(C)(3) 1831 VA CONNECTING PEOPLE TO AMERICA'S PAST THROUGH THE UNPARALLELED STORY OF VIRGINIA. 34 34 129 232 133350 0 20733579 10712470 1284504 1560515 1815589 1752953 781401 888102 24615073 14914040 396000 551500 0 0 5662050 5901172 0 0 1076415 7961978 9441853 14020028 15894525 10595045 -980485 169140015 176801404 15652700 15504608 153487315 161296796 CONNECTING PEOPLE TO AMERICA'S PAST THROUGH THE UNPARALLELED STORY OF VIRGINIA. BY COLLECTING, PRESERVING AND INTERPRETING THE COMMONWEALTH'S HISTORY, WE LINK PAST WITH PRESENT AND INSPIRE FUTURE GENERATIONS. 0 0 4005150 COLLECTIONS AND RESEARCH 8518002 551500 PROGRAMS AND EDUCATION 12523152 1 1 0 0 0 0 0 1 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 1 0 0 0 0 0 1 0 0 0 0 1 1 0 0 1 0 0 0 0 1 91 0 1 129 1 1 1 0 0 0 0 0 0 0 0 0 X 34 34 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AR AZ CA CO CT FL GA HI IL KS KY ME MD MA MI MN MS MO NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X X X THE VIRGINIA HISTORICAL SOCIETY 8043401800 428 N ARTHUR ASHE BOULEVARD RICHMOND VA 23220 MAKOLA M ABDULLAH TRUSTEE 2.00 X 0 0 0 B MARC ALLEN TRUSTEE 2.00 X 0 0 0 NEIL AMIN TRUSTEE 2.00 X 0 0 0 VICTOR K BRANCH TRUSTEE 2.00 X 0 0 0 CHARLES CABELL TRUSTEE 2.00 X 0 0 0 VICTOR O CARDWELL TRUSTEE 2.00 X 0 0 0 HERBERT A CLAIBORNE III TRUSTEE 2.00 X 0 0 0 RICHARD P CULLEN TRUSTEE 2.00 X 0 0 0 WILLIAM C DAVIS TRUSTEE 2.00 X 0 0 0 MELANIE TRENT DE SCHUTTER TRUSTEE 2.00 X 0 0 0 JOANIE D EILAND TRUSTEE 2.00 X 0 0 0 PETER F FARRELL TRUSTEE 2.00 X 0 0 0 MOLLY G HARDIE TRUSTEE 2.00 X 0 0 0 VICTORIA D HARKER TRUSTEE 2.00 X 0 0 0 RUSSELL B HARPER TRUSTEE 2.00 X 0 0 0 PAUL C HARRIS TRUSTEE 2.00 X 0 0 0 HONORABLE CN JENKINS JR TRUSTEE 2.00 X 0 0 0 EDWARD A MULLEN TRUSTEE 2.00 X 0 0 0 JOHN R NELSON JR TRUSTEE 2.00 X 0 0 0 WILLIAM S PEEBLES IV TRUSTEE 2.00 X 0 0 0 KEVIN B OSBORNE TRUSTEE 2.00 X 0 0 0 J SARGEANT REYNOLDS JR TRUSTEE 2.00 X 0 0 0 XAVIER R RICHARDSON TRUSTEE 2.00 X 0 0 0 PAMELA K ROYALL TRUSTEE 2.00 X 0 0 0 ELIZABETH A SEEGAR TRUSTEE 2.00 X 0 0 0 GERALD F SMITH TRUSTEE 2.00 X 0 0 0 ROBERT D TAYLOR TRUSTEE 2.00 X 0 0 0 ALEXANDER Y THOMAS TRUSTEE 2.00 X 0 0 0 AUSTIN BROCKENBROUGH III HONORARY VICE CHAIR 2.00 X 0 0 0 HARRY F BYRD III HONORARY VICE CHAIR 2.00 X 0 0 0 NANCY H GOTTWALD HONORARY VICE CHAIR 2.00 X 0 0 0 CONRAD M HALL HONORARY VICE CHAIR 2.00 X 0 0 0 THOMAS G SLATER JR HONORARY VICE CHAIR 2.00 X 0 0 0 WILLIAM H FRALIN JR REGIONAL VICE CHAIR 2.00 X 0 0 0 SUSAN S GOODE REGIONAL VICE CHAIR 2.00 X 0 0 0 GEN JOHN P JUMPER REGIONAL VICE CHAIR 2.00 X 0 0 0 LISA R MOORE REGIONAL VICE CHAIR 2.00 X 0 0 0 CARLOS BROWN CHAIRMAN 2.00 X X 0 0 0 J TRACY WALKER IV VICE CHAIRMAN 2.00 X X 0 0 0 DAVID KUNNEN CFO 40.00 X 135443 0 24466 JAMIE O BOSKET PRESIDENT AND CEO 40.00 X 558342 0 21612 ANNA E POWERS VP ADVANCEMENT 40.00 X 171129 0 28794 MICHAEL PLUMB VP FOR GUEST ENGAGEMENT 40.00 X 117811 0 2800 ADAM E SCHER VP FOR COLLECTIONS & EXHIBITIONS 40.00 X 127384 0 14633 TRACY D SCHNEIDER VP MARKETING & COMMUNICATI 40.00 X 149227 0 26829 LINDA PARRIS DIRECTOR OF COLLECTIONS CATALOGING 40.00 X 134168 0 10605 1393504 0 129739 7 0 1 0 SOLID LIGHT INC 800 S FIFTH ST LOUISVILLE KY 40203 EXHIBIT FABRICATION 755460 A LA CARTE EVENTS 14340 BONNEBOSQ CHEMIN DE LA MALAD BONNEBOSQ FR TRAVEL ARRANGEMENTS 281369 LEE ENTERPRISES ADVERTISING PO BOX 4690 CAROL STREAM IL 60197 ADVERTISING 148074 ALLEGRA PRINT & IMAGING 4109 JACQUE STREET RICHMOND VA 23230 PRINTING 131800 MARK FRANKO CUSTOM BUILDING 2111 N HAMILTON STREET STE B RICHMOND VA 23230 MASONRY - VIRGINIA HOUSE LOGGIA 115469 7 469570 34300 10208600 3011 10712470 FEES AND ADMISSION 900099 1403279 1403279 CAFE SALES 900099 133350 133350 PHOTOCOPY SALES 900099 11951 11951 PUBLICATIONS 900099 9518 9518 ORNAMENT SALES 900099 2117 2117 300 300 1560515 1046679 1046679 5012 5012 743462 0 743462 743462 743462 706274 0 706274 706274 706274 127500 34300 159907 -32407 -32407 266914 161829 105085 105085 MISCELLANEOUS 900099 66950 66950 66950 14914040 1599200 133350 2469020 551500 551500 1052792 674658 108045 270089 4002545 3081655 638659 282231 207399 147922 42170 17307 298253 205969 62751 29533 340183 226658 80809 32716 244609 244609 1292280 1054798 34541 202941 206648 179607 23772 3269 256167 203071 45914 7182 1121935 792043 302796 27096 93133 56519 28917 7697 300985 236239 56979 7767 2425343 1903008 459672 62663 EXHIBITIONS 1425080 1425080 PROMOTION 670482 661933 8549 EDUCATION 476445 476445 OTHER 471844 330080 141764 0 456902 315967 15011 125924 15894525 12523152 2294958 1076415 11569844 13028967 20514684 16009589 1120903 1092509 80571538 41523619 40415755 39047919 86276066 98201275 9242763 9421145 169140015 176801404 1072364 1288369 145000 220750 1141614 728923 13237891 13243391 55831 23175 15652700 15504608 X 71976832 74551826 81510483 86744970 153487315 161296796 169140015 176801404 X -980485 8792777 -2811 X 0 1 X 1 0 X 31294075 12625383 7430252 20733579 10678170 82761459 31294075 12625383 7430252 20733579 10678170 82761459 16153173 66608286 629592 810180 1059282 1612188 1795153 5906395 8102 6916 64383 57515 66950 203866 88871720 811590 0.74950 0.75330 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 40807234 7154201 3522477 44438958 37623298 6064342 2880406 40807234 35686097 129580 3997746 2190125 37623298 44854935 962667 -7961124 2170381 35686097 32898583 8590420 5366361 2000429 44854935 0.95540 0.04460 0 0 942561 942561 42723544 32215138 10508406 26034472 4352118 21682354 5138951 2941377 2197574 5732010 2014986 3717024 39047919 ACCRUED INTEREST & DIVIDENDS 106597 OTHER CURRENT ASSETS 997059 DUE FROM SOV 10619997 SOV LLC -2325177 RIGHT OF USE OPERATING LEASE ASSETS 5682 RIGHT OF USE FINANCE LEASE ASSETS 16987 9421145 OPERATING LEASE LIABILITIES 5487 FINANCE LEASE LIABILITIES 17688 23175 X PART III, LINE 1A: IN CONFORMITY WITH THE PRACTICE FOLLOWED BY THE MUSEUM INDUSTRY, THE SOCIETY'S FINANCIAL STATEMENTS EXCLUDE THE VALUE OF THE COLLECTION OBJECTS AND LIBRARY HOLDINGS, AND NO DETERMINATION HAS BEEN MADE AS TO THE AGGREGATE VALUE OF SUCH ITEMS. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS OR TEMPORARILY RESTRICTED NET ASSETS IF THE ASSETS USED TO PURCHASE COLLECTION ITEMS ARE RESTRICTED BY THE DONOR. THE SOCIETY COLLECTS MANUSCRIPTS, BOOKS, MAPS, NEWSPAPERS, PHOTOGRAPHS, PORTRAITS, AND OTHER WORKS OF ART, AS WELL AS MUSEUM ARTIFACTS THAT ARE RELATED TO VIRGINIA AND AMERICAN HISTORY. THE SOCIETY'S COLLECTIONS ARE MAINTAINED FOR RESEARCH, EDUCATION, AND PUBLIC EXHIBITION IN FURTHERANCE OF PUBLIC SERVICE RATHER THAN FOR FINANCIAL GAIN. COLLECTIONS ARE THE MOST VALUABLE ASSETS OF THE SOCIETY AND ARE PROTECTED, KEPT UNENCUMBERED, CARED FOR, AND PRESERVED. AS STEWARD FOR MANY TREASURES RELATING TO THE STATE'S AND NATION'S HISTORY, THE SOCIETY MAINTAINS METICULOUS RECORDS AND IS NATIONALLY NOTED FOR THE DEPTH AND DETAIL OF ITS DESCRIPTIVE CATALOGING FOR ITS LIBRARY HOLDINGS. INTELLECTUAL AS WELL AS PHYSICAL CONTROL OF ALL COLLECTIONS IS MAINTAINED THROUGH EXTENSIVE RECORD KEEPING INCLUDING PROVENANCE OF ORIGIN; ACCESSION DATE; TERMS OF GIFT OR PURCHASE PRICE, WHICHEVER IS APPLICABLE; PHYSICAL DESCRIPTION AND CONDITION REPORT; LOCATION; AND CONSERVATION RECORD. IN CONFORMITY WITH THE AMERICAN ASSOCIATION OF MUSEUM GUIDELINES, COLLECTIONS ARE DEACCESSIONED RARELY AND IN CLOSE ADHERENCE TO SPECIFIC STEPS, CULMINATING IN APPROVAL FROM THE SOCIETY'S PRESIDENT AND COLLECTION COMMITTEE. PROCEEDS DERIVED FROM THE SALE OF ANY DEACCESSIONED COLLECTIONS ARE APPLIED TO RESOURCES RESTRICTED TO THE PURCHASE OF COLLECTIONS. THE SOCIETY DOES NOT INCLUDE EITHER THE COST OR THE VALUE OF ITS COLLECTIONS IN THE STATEMENTS OF FINANCIAL POSITION, NOR DOES IT RECOGNIZE GIFTS OF COLLECTION ITEMS AS REVENUES IN THE STATEMENTS OF ACTIVITES. BECAUSE COLLECTION ITEMS ACQUIRED BY PURCHASE ARE NOT CAPITALIZED, THE COST OF THOSE ACQUISITIONS IS REPORTED AS A DECREASE IN NET ASSETS IN THE STATEMENT OF ACTIVITIES. PART X, LINE 2: THE SOCIETY HAS ADOPTED FINANCIAL REPORTING GUIDANCE RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING THE MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE SOCIETY'S CONSOLIDATED 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 SOCIETY IS NOT CURRENTLY UNDER AUDIT FOR ANY JURISDICTION. ANNUAL GALA 161800 34300 127500 93729 42051 24127 161800 34300 127500 93729 42051 24127 159907 -32407 0 FREDERICKSBURG AREA MUSEUM & CULTURAL CENTER INC PO BOX 922 FREDERICKSBURG VA 22404 3 60000 0 GENERAL PURPOSE WRHO PUBLIC MEDIA 5200 HAMPTON BOULEVARD NORFOLK VA 23508 3 50000 0 GENERAL PURPOSE HISTORIC ALEXANDRIA 220 N WASHINGTON STREET ALEXANDRIA VA 22314 3 75000 0 GENERAL PURPOSE HISTORIC RICHMOND FOUNDATION 4 E MAIN STREET SUITE 1C RICHMOND VA 23219 3 20000 0 GENERAL PURPOSE HISTORIC STAUNTON FOUNDATION 20 SOUTH NEW STREET STAUNTON VA 24401 3 25000 0 GENERAL PURPOSE HISTORICAL SOCIETY OF WESTERN VIRGINIA 101 SHENANDOAH AVENUE NE ROANOKE VA 24016 3 25000 0 GENERAL PURPOSE MONACAN NATION CULTURAL FOUNDATION 2009 KENMORE ROAD AMHERST VA 24521 3 31500 0 GENERAL PURPOSE PAMUNKEY INDIAN TRIBE 1054 POCAHONTAS TRAIL KING WILLIAM VA 23086 3 50000 0 GENERAL PURPOSE THE JXN PROJECT 313 E BROAD STREET 123 RICHMOND VA 23219 3 75000 0 GENERAL PURPOSE TOANO HISTORICAL SOCIETY INC PO BOX 433 TOANO VA 23168 3 15000 0 GENERAL PURPOSE VIRGINIA TRIBAL EDUCATION CONSORTIUM INC 10469 ATLEE STATION ROAD SUITE 200 ASHLAND VA 23005 3 75000 0 GENERAL PURPOSE VIRGINIA ASSOCIATION OF MUSEUMS 3126 W CARY STREET 447 RICHMOND VA 23221 3 50000 0 GENERAL PURPOSE 12 X X X 0 0 0 0 0 0 0 0 0 JAMIE O BOSKET PRESIDENT AND CEO 558342 0 0 0 0 0 20700 0 912 0 579954 0 0 0 ANNA E POWERS VP ADVANCEMENT 171129 0 0 0 0 0 11211 0 17583 0 199923 0 0 0 TRACY D SCHNEIDER VP MARKETING & COMMUNICATI 149227 0 0 0 0 0 9865 0 16964 0 176056 0 0 0 DAVID KUNNEN CFO 135443 0 0 0 0 0 8977 0 15489 0 159909 0 0 0 A VA SMALL BUSINESS FINANCING AUTHORITY 541300845 2020-09-01 21000000 HISTORY MATTERS CAPITAL CAMPAIGN 0 1 0 A 18196218 115500 16767644 1313074 2022 0 0 1 1 A 0 0 0 0 0 0 0 0 0 A 0 PART II, LINE 3, COLUMN C: TOTAL BOND ISSUANCE PROCEEDS ARE $21,000,000. AS OF JUNE 30, 2023 THE ORGANIZATION HAS DRAWN $18,196,218 OF THE PROCEEDS, ALL OF WHICH WERE USED FOR CAPITAL IMPROVEMENTS, TO RETIRE PRIOR BONDS ISSUED, AND COVER ISSUANCE COSTS. JAMIE O BOSKET OFFICER REAL PROPERTY PURCHASE X 1175000 1092509 0 1 1 1092509 PART II, LINE 1: ON JULY 1, 2022, THE SOCIETY ADVANCED FUNDS TO AN OFFICER IN EXCHANGE FOR THE BORROWER'S NOTE. THE ADVANCE TOTALED $1,175,000 AND BEARS INTEREST AT 3.00%. PRINCIPAL AND INTEREST ARE PAYABLE BI-WEEKLY AND THE NOTE HAS A MATURIY DATE OF JULY 1, 2032. THE SOCIETY HAS A DEED OF TRUST IN THE RELATED PROPERTY. X 39 NO DETERMINATION X 1 3011 FMV X 233 NO DETERMINATION 0 1 0 FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: CONNECTING PEOPLE TO AMERICA'S PAST THROUGH THE UNPARALLELED STORY OF VIRGINIA. BY COLLECTING, PRESERVING AND INTERPRETING THE COMMONWEALTH'S HISTORY, WE LINK PAST WITH PRESENT AND INSPIRE FUTURE GENERATIONS. FORM 990, PART VI, SECTION B, LINE 11B EACH MEMBER OF THE BOARD WILL RECEIVE A COPY OF THE RETURN FOR THEIR REVIEW. THE TRUSTEES HAVE FIVE (5) CALENDAR DAYS TO REVIEW THE DOCUMENT AND SUBMIT THEIR QUESTIONS TO STAFF. UPON CLEARING ALL QUESTIONS, STAFF WILL PROCEED TO FILE THE RETURN WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE VIRGINIA HISTORICAL SOCIETY HAS A CODE OF ETHICS DOCUMENT THAT INCORPORATES POLICIES AND PROCEDURES FOR BOTH TRUSTEES AND THE EMPLOYEES OF THE ORGANIZATION. IT ADDRESSES IN GREAT LENGTH THE FOLLOWING: FOR TRUSTEES - GENERAL RESPONSIBILITY, CONFLICT OF INTEREST, AND TRUSTEE-PRESIDENTIAL RELATIONSHIP; FOR STAFF - GENERAL RESPONSIBILITIES, CONFLICT OF INTEREST, GIFTS, FAVORS, DISCOUNTS, DISPENSATIONS, RESPONSIBILITY FOR VHS PROPERTY, BOTH REAL AND TANGIBLE, AND OUTSIDE EMPLOYMENT. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE PRESIDENT & CEO IS DETERMINED BY THE CHAIR AND VICE CHAIR IN COORDINATION WITH THE EXECUTIVE COMMITTEE. ALL OTHER EXECUTIVE COMPENSATION IS SET AND APPROVED AS PART OF THE OPERATING BUDGET AND IS APPROVED BY THE FULL BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION CURRENTLY MAKES ITS GOVERNING DOCUMENTS, AUDITED FINANCIAL STATEMENTS AND THOSE DOCUMENTS REQUIRED BY THE IRS FOR PUBLIC INSPECTION AVAILABLE ON ITS WEBSITE. FORM 990, PART XI, LINE 9: SOV 1% INTEREST -2,811. JOHN MARSHALL CENTER LLC 428 N ARTHUR ASHE BLVD RICHMOND VA 23220 JOHN MARSHALL LEGACY PRESERVATION VA 525107 VIRGINIA HISTORICAL SOCIETY