2025-07-24T10:37:47-05:00 2024-12-31 540987121 JOYNER KIRKHAM KEEL & ROBERTSON PC 5012 MONUMENT AVENUE SUITE 300 RICHMOND VA 232303632 990 2024-01-01 546026404 HISTORIC RICHMOND FOUNDATION HIST 8046437407 4 EAST MAIN STREET 1C RICHMOND VA 23219 JULIE WEISSEND PRESIDENT 8046437407 2025-07-16 1 1 CURTIS R CROMEEK CPA P01203235 8042880496 2025-07-16 2024 2025-03-06 01:10:19Z HISTORIC RICHMOND JULIE WEISSEND 4 EAST MAIN STREET 1C RICHMOND VA 23219 2393860 0 X WWW.HISTORICRICHMOND.COM X 1956 VA TO SHAPE THE FUTURE OF RICHMOND BY PRESERVING OUR DIVERSE HISTORIC BUILDINGS, NEIGHBORHOODS, AND PLACES, SPARKING REVITALIZATION, AND CHAMPIONING OUR DISTINCTIVE ARCHITECTURAL LEGACY. HISTORIC RICHMOND PRESERVES, PROTECTS, AND PROMOTES THE HISTORIC BUILDINGS AND PLACES OF RICHMOND FOR THE ECONOMIC BENEFIT AND CULTURAL ENRICHMENT OF OUR CITY. TO ACCOMPLISH THESE OBJECTIVES, HISTORIC RICHMOND WILL BUY AND SELL HISTORIC PROPERTIES, UNDERTAKE RESTORATION PROJECTS, AND CARRY OUT EDUCATIONAL PROGRAMS. 25 25 7 150 0 0 484886 594465 44301 61223 580090 392523 8446 10117 1117723 1058328 16738 14763 0 0 531529 556640 0 0 81176 407944 407833 956211 979236 161512 79092 15518494 16802506 195784 144781 15322710 16657725 X TO SHAPE THE FUTURE OF RICHMOND BY PRESERVING OUR DIVERSE HISTORIC BUILDINGS, NEIGHBORHOODS, AND PLACES, SPARKING REVITALIZATION, AND CHAMPIONING OUR DISTINCTIVE ARCHITECTURAL LEGACY. 0 0 465788 13763 PRESERVATION PROGRAMS: EXPENDITURES ARE FOR PROJECTS TO PRESERVE HOUSES, BUILDINGS, STRUCTURES, SITES, AND OBJECTS IN AND AROUND RICHMOND, VA THAT ARE CONNECTED WITH, ILLUSTRATIVE OF, OR UNIQUE TO THE HISTORY AND CULTURE OF THE RICHMOND AREA. ACTIVITIES INCLUDE RESTORATION WORK AT MONUMENTAL CHURCH, INCLUDING MASONRY AND STUCCO REPAIRS AND OTHER EXTERIOR "SEAL THE ENVELOPE" COATINGS AND REPAIRS, PAINTING, CARPENTRY, AND ROOF, PLASTER, AND DRAINAGE REPAIRS, AS WELL AS ACCESSIBILITY AND LIGHTING IMPROVEMENTS, AND NEIGHBORHOOD REVITALIZATION WORK ON HISTORIC HOUSES IN HISTORIC NEIGHBORHOODS. NEIGHBORHOOD REVITALIZATION WORK INCLUDES A PILOT PROGRAM FOCUSED ON FACADE RESTORATIONS IN JACKSON WARD AND CHURCH HILL. ONGOING MAINTENANCE OF ST. JOHN'S MEWS, A COMMUNITY GARDEN IN CHURCH HILL, IS PROVIDED BY HISTORIC RICHMOND EVERY YEAR. OTHER ACTIVITIES INCLUDE UPDATING AND MONITORING EASEMENTS; WORKING WITH ORGANIZATIONS SUCH AS THE COMMISSION OF ARCHITECTURAL REVIEW TO ENSURE CONTINUED PROTECTION OF HISTORIC PROPERTIES, AND ENCOURAGING THE RESCUE OF NEGLECTED PROPERTIES. IN ADDITION, HISTORIC RICHMOND PROVIDED ASSISTANCE WITH RESTORATION PROJECTS FOR A HISTORIC MASONS' HALL AND WITH RESPECT TO RESTORATION PROJECTS AT A HISTORIC PUMP HOUSE. 233535 1000 66540 EDUCATION PROGRAMS: EXPENDITURES ARE FOR PROGRAMS THAT PROMOTE THE UNDERSTANDING OF THE HISTORY, ARCHITECTURE, AND CULTURE OF THE RICHMOND, VA AREA. HISTORIC RICHMOND WORKS ACTIVELY TO REDUCE BLIGHT, ADVOCATING FOR BUILDING STABILIZATION AND POLICIES SO HISTORIC BUILDINGS CAN BE REVITALIZED AND REHABILITATED FOR CONTINUED USE. HISTORIC RICHMOND ALSO SPONSORS AN EDUCATIONAL LECTURE SERIES HIGHLIGHTING THE IMPORTANCE OF PRESERVATION TO THE COMMUNITY AND PROVIDING THE OPPORTUNITY TO LEARN ABOUT A VARIETY OF TOPICS RELATED TO THE CARE, MAINTENANCE, RESTORATION, AND REHABILITATION OF HISTORIC HOMES AND BUILDINGS. ADDITIONAL EDUCATIONAL ACTIVITIES INCLUDE MONTHLY TOURS OF LOCAL HISTORIC SITES, HOSTING HISTORIC HOUSE AND GARDEN TOURS, AND CREATING PUBLICATIONS TO HIGHLIGHT THE HISTORIC, ARCHITECTURAL, AND CULTURAL SIGNIFICANCE OF HISTORIC DISTRICTS, BUILDINGS, AND NEIGHBORHOODS. HISTORIC RICHMOND ALSO HOSTS AN AWARDS PROGRAM TO RECOGNIZE PROFESSIONALS WORKING IN NEIGHBORHOOD REVITALIZATION, BLIGHT REDUCTION, AND HISTORIC PRESERVATION IN THE RICHMOND REGION. 699323 1 1 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 8 0 7 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X SALLY MOONEY 8046437407 4 EAST MAIN STREET RICHMOND VA 23219 MARTHA A WARTHEN PRESIDENT 1.00 X X 0 0 0 JULIE WEISSEND VICE PRESIDENT 1.00 X X 0 0 0 JONATHAN H BLILEY TREASURER 1.00 X X 0 0 0 SEAN M BEARD SECRETARY 1.00 X X 0 0 0 JOSEPH K REID III ASSISTANT SECRETARY 1.00 X X 0 0 0 JANIS ALLEN BOARD MEMBER 1.00 X 0 0 0 LAURA BATTAGLIA BOARD MEMBER 1.00 X 0 0 0 LEXI CLEVELAND BOARD MEMBER 1.00 X 0 0 0 JESS ELLINGTON BOARD MEMBER 1.00 X 0 0 0 ZARINA FAZALDIN BOARD MEMBER 1.00 X 0 0 0 MARSHALL FRENCH BOARD MEMBER 1.00 X 0 0 0 DAVID H HALLOCK JR BOARD MEMBER 1.00 X 0 0 0 DOUGLAS J HANSON BOARD MEMBER 1.00 X 0 0 0 GARNETT HAMERMAN BOARD MEMBER 1.00 X 0 0 0 JAMES HILL BOARD MEMBER 1.00 X 0 0 0 CN JENKINS JR BOARD MEMBER 1.00 X 0 0 0 AUSTIN JONES BOARD MEMBER 1.00 X 0 0 0 MATTHIAS KASEORG BOARD MEMBER 1.00 X 0 0 0 DOROTHEA MARTIN BOARD MEMBER 1.00 X 0 0 0 DAVID I MEYERS BOARD MEMBER 1.00 X 0 0 0 STACI A PHILLIPS BOARD MEMBER 1.00 X 0 0 0 CHARLES D PIPER BOARD MEMBER 1.00 X 0 0 0 COLEEN BUTLER RODRIGUEZ BOARD MEMBER 1.00 X 0 0 0 BEN THOMPSON BOARD MEMBER 1.00 X 0 0 0 ROBERT A VALLEJO BOARD MEMBER 1.00 X 0 0 0 STEVE WILLIAMS BOARD MEMBER 1.00 X 0 0 0 CYANE CRUMP EXECUTIVE DIRECTOR 40.00 X 190087 0 6772 190087 0 6772 1 0 1 0 0 24640 569825 18707 594465 EDUCATIONAL PROGRAMS 900099 61223 61223 61223 384755 384755 4800 0 4800 4800 4800 1340369 1332601 7768 7768 7768 8248 2931 5317 5317 1058328 66540 0 397323 1000 1000 13763 13763 505876 380838 65683 59355 14334 11356 2978 36430 27431 4732 4267 56353 56353 60477 60477 7202 6758 240 204 2384 2384 44958 34099 3450 7409 7304 5857 783 664 88665 81091 4103 3471 77221 75940 393 888 16497 13550 1597 1350 EDUC. PRGMS., TOURS, ET 33369 33369 PROFESSIONAL DEVELOPMEN 5574 5554 20 HOSPITALITY AND TRAVEL 5357 4000 886 471 DUES AND SUBSCRIPTIONS 2472 2333 40 99 979236 699323 198737 81176 78816 83012 1579213 2000762 1000 310 310 6000 6000 8156 11641 3825643 1357599 2513016 2468044 11169618 12090631 163365 141106 15518494 16802506 44516 25962 27210 15029 124058 103790 195784 144781 X 15140423 16419375 182287 238350 15322710 16657725 15518494 16802506 X 79092 1252929 2994 X 0 1 X 1 0 X 706783 759812 1000531 484886 594465 3546477 706783 759812 1000531 484886 594465 3546477 1075454 2471023 198539 302136 219940 331979 389555 1442149 4988626 189245 0.49530 0.50540 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 116 0.96 114 0 0 1 1 50.00 1000 X 0 11437176 1606399 528000 60160 12455415 10174568 1790392 475000 52784 11437176 11778185 208572 -1646178 112500 53511 10174568 10247655 1584473 53943 11778185 9214638 1172702 96000 43685 10247655 0.98860 0.01140 1 0 87032 87032 3609464 1251961 2357503 1976 1976 0 127171 103662 23509 2468044 LEASE OBLIGATIONS 103790 103790 X 2278415 1252929 21710 -57483 1217156 1061259 -2931 -2931 1058328 943400 21710 2931 24641 918759 60477 60477 979236 PART II, LINE 9: FEES ARE NOT COLLECTED AND NO REVENUE IS ASSOCIATED WITH HOLDING EASEMENTS. RELATED EXPENSES ARE EXPENSED IN THE CURRENT YEAR. PART III, LINE 1A: THE ORGANIZATION MAINTAINS A COLLECTION OF HISTORICAL ARTIFACTS ON DISPLAY AND IN STORAGE. COLLECTION ITEMS ARE NOT CAPITALIZED. PROCEEDS FROM THE SALE OF COLLECTION ITEMS ARE RESTRICTED AND MUST BE USED TO ACQUIRE OTHER ITEMS FOR THE COLLECTION OR FOR THE DIRECT CARE OF EXISTING COLLECTION ITEMS. THE ORGANIZATION CONSIDERS DIRECT CARE TO ENTAIL ACTIONS THAT ENHANCE THE LIFE, USEFULNESS, OR QUALITY OF THE COLLECTION ITEMS TO ENSURE THEY WILL CONTINUE TO BENEFIT THE PUBLIC. THE COST OF STORING COLLECTION ITEMS IS INCLUDED IN THE ORGANIZATION'S DEFINITION OF DIRECT CARE. PART III, LINE 4: THE ORGANIZATION'S COLLECTIONS INCLUDE FURNITURE, HOUSEHOLD FURNISHINGS, EPHEMERA, FINE ART AND OTHER HISTORICAL ARTIFACTS. THE COLLECTIONS ENHANCE THE HISTORY AND PUBLIC APPRECIATION OF THE ARCHITECTURAL HISTORY AND TIME PERIOD OF THE BUILDINGS. PART V, LINE 4: PERMANENT ENDOWMENT FUNDS ARE MAINTAINED INDEFINITELY. THE ORGANIZATION MAINTAINS BOARD DESIGNATED ENDOWMENT FUNDS TO 1) SUPPORT ITS ONGOING OPERATIONS TO HELP IT FULFILL ITS MISSION AND MAINTAIN THE PROPERTIES THAT IT HOLDS 2) SUPPORT THE COSTS OF ADMINISTERING THE PRODUCTION AND SALES OF PUBLICATIONS AND 3) SUPPORT THE PURCHASE, MAINTENANCE AND IMPROVEMENT OF REVOLVING FUND PROPERTIES. PART X, LINE 2: THE ORGANIZATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY WHEN THEY ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. MANAGEMENT HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT EXPENSES = -60,477 CHANGE IN VALUE OF BENEFICIAL INTEREST IN TRUST HELD BY THIRD PARTY = 2,994 PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD = -2,931 PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD = 2,931 PART II, LINE 5 THE ORGANIZATION MAINTAINS A PERMANENT FILE ON EACH EASEMENT PROPERTY THAT INCLUDES A COPY OF THE RECORDED DEED WITH THE EASEMENT LANGUAGE OR DEED OF EASEMENT. THE ORGANIZATION INSPECTS THE PROPERTY ON A REGULAR BASIS TO ENSURE THAT FEATURES OF THE PROPERTY THAT ARE SUBJECT TO THE EASEMENT ARE MAINTAINED AND THE CONSERVATION VALUE OF THE PROPERTY IS PRESERVED. INSPECTION PROCEDURES INCLUDE THE FOLLOWING: A) VISUAL INSPECTIONS. B) PHOTOGRAPHS OF EACH PROPERTY ARE MAINTAINED AND CATALOGUED IN A SEPARATE EASEMENT FILE. C) PHOTOGRAPHS ARE TAKEN TO ILLUSTRATE ANY CONDITIONS THAT MAY REQUIRE FOLLOW-UP BY THE ORGANIZATION. D) PROPERTY OWNERS ARE CONTACTED WITH ITEMS IDENTIFIED DURING THE INSPECTION THAT ARE CONSIDERED TO BE SIGNIFICANT VIOLATIONS OF THE TERMS OF THE EASEMENT. A VIOLATION IS DEFINED AS ANY ACTION, EVENT OR LACK OF MAINTENANCE THAT HAS CAUSED OR HAS THE POTENTIAL TO CAUSE HARM TO THE PRESERVATION VALUES AND FEATURES OF THE PROPERTY THAT ARE SUBJECT TO THE EASEMENT TERMS. WHEN A SIGNIFICANT VIOLATION IS IDENTIFIED, THE ORGANIZATION CONTACTS THE PROPERTY OWNER OUTLINING IN WRITTEN FORM THE NATURE OF THE VIOLATION AND, IF POSSIBLE, RECOMMENDATIONS ON HOW TO CORRECT THE VIOLATION. 1 FACADE RESTORATION FOR HISTORIC BUILDING 2 13263 LANDSCAPING FOR HISTORIC BUILDING 1 500 PART I, LINE 2: PRESERVATION STAFF AND MANAGEMENT OF HISTORIC RICHMOND MONITOR COMPLIANCE WITH THE SPECIFIC GRANT AGREEMENT TERMS. X X X X X 0 0 0 0 0 0 0 0 0 CYANE CRUMP EXECUTIVE DIRECTOR 177587 0 12500 0 0 0 0 0 6772 0 196859 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE DIRECTOR AND THE FINANCE COMMITTEE REVIEW THE FORM 990. THE FORM 990 IS THEN E-MAILED TO ALL BOARD MEMBERS. BOARD MEMBERS ARE ASKED TO SUBMIT QUESTIONS AND/OR COMMENTS. ONCE COMMENTS AND QUESTIONS ARE RESOLVED, THE FORM 990 IS FILED. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST POLICY FORM ANNUALLY TO IDENTIFY ANY CONFLICTS. IF THERE IS A CONFLICT, THE BOARD MEMBER WILL RECUSE HIMSELF OR HERSELF FROM ANY DECISION RELATED TO THAT CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS DETERMINED ANNUALLY BY THE GOVERNING BOARD. COMPARABLE WAGE DATA IS CONSIDERED DURING THIS DETERMINATION, AS WELL AS CURRENT ECONOMIC CONDITIONS. REPRESENTATIVES OF THE BOARD THEN DISCUSS THE REVIEW PROCESS AND COMPENSATION DETERMINATION WITH THE EXECUTIVE DIRECTOR. THIS PROCESS IS DOCUMENTED BY THE PERSONS INVOLVED IN THE REVIEW. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC, BUT THESE DOCUMENTS ARE AVAILABLE FOR REVIEW AT THE ORGANIZATION'S OFFICE. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN TRUST HELD BY THIRD PARTY 2,994. THE COUNCIL OF HISTORIC RICHMOND FOUNDATION LLC 4 EAST MAIN STREET SUITE 1C RICHMOND VA 23219 SUPPORT HISTORIC RICHMOND FOUNDATION VA 56931 73217 HISTORIC RICHMOND FOUNDATION