2026-02-17T15:08:40-06:00 2025-06-30 540504608 BROWN EDWARDS & COMPANY LLP 828 MAIN STREET SUITE 1401 LYNCHBURG VA 24504 990PF 2024-07-01 540505921 GEORGE M JONES LIBRARY ASSOCIATION GEOR 4348460501 2311 MEMORIAL AVENUE LYNCHBURG VA 24501 RUSSELL HICKS TREASURER 4348460501 2026-02-17 1 0 RUSSELL HICKS P00853752 4349489000 2026-02-17 2024 2025-03-06 01:10:19Z X 6894499 X 49449 203592 203592 203592 381561 881689 381561 0 372 0 372 634974 585153 203964 88880 0 0 88880 88005 0 0 88005 9531 0 0 9531 250 0 0 250 4500 0 0 4500 49130 39145 0 9985 15011 0 0 15011 2486 0 1470 47487 0 0 47487 2749 0 0 2749 52609 0 0 52609 360638 39145 1470 319007 0 0 360638 39145 1470 319007 274336 546008 202494 71412 71253 71253 194684 443778 443778 19861 3508 19861 19861 699371 703196 706555 2274457 2452308 4639274 1051496 867431 882470 92729 85118 112532 927871 909095 1420 18776 18776 4389077 4661721 6894499 3989 2297 3989 2297 X 83933 83933 95251 95251 4205904 4480240 4385088 4659424 4389077 4661721 4385088 274336 0 4659424 0 4659424 IBM CORP, 150 SH. 2013-08-29 2024-08-07 27997 26331 1666 1666 SIMON PPTY GROUP REIT, 50 SH. 2019-10-01 2024-08-07 7711 7611 100 100 APPLE INC, 250 SH. 2013-06-26 2024-08-21 56614 3545 53069 53069 EATON CORP, PLC, 100 SH. 2015-08-31 2024-09-12 28529 4631 23898 23898 TRANE TECHNOLOGIES PLC, 50 SH. 2008-11-06 2024-09-12 17050 456 16594 16594 BWX TECHNOLOGIES INC, 425 SH. 2022-08-11 2024-10-18 53456 23204 30252 30252 TRAVELERS COMPANIES INC. 50 SH. 2006-11-13 2024-10-18 12993 1993 11000 11000 WAL MART CALL, 3 SH. 2025-04-21 2024-11-13 1151 1151 0 0 TAPESTRY INC, 300 SH. 2015-12-15 2024-11-15 17384 9649 7735 7735 BROADCOM INC, 100 SH. 2018-12-07 2024-12-27 23869 2255 21614 21614 CAPITAL ONE FINANCIAL INC, 100 SH. 2016-02-02 2024-12-30 18047 6336 11711 11711 BROADCOM INC, 50 SH. 2018-12-07 2025-01-08 11552 1127 10425 10425 JPMORGANCHASE INC, 100 SH. 2005-05-04 2025-01-31 26892 3539 23353 23353 US TREASURY NOTE 2% P 2020-06-30 2025-02-18 150000 150000 0 0 TAPESTRY INC, 700 SH. 2015-08-20 2025-02-18 60462 22197 38265 38265 WALGREENS BOOTS ALLIANCE, 2300 SH. 2024-04-02 2025-03-10 26352 44824 -18472 -18472 KELLANOVA, 1200 SH. 2018-11-28 2025-04-16 98836 70635 28201 28201 WALMART INC, 300 SH. 2006-11-13 2025-04-21 26999 3578 23421 23421 TRANE TECHNOLOGIES PLC F, 70 SH. 2008-11-06 2025-05-08 28364 638 27726 27726 PUBLIC SERVICE ELEC. MATURED P 2025-06-30 2025-05-15 90000 90000 0 0 TAPESTRY INC, 1100 SH. 2020-09-09 2025-05-19 71500 24173 47327 47327 BROADCOM INC, 100 SH. 2018-12-07 2025-06-05 25931 2255 23676 23676 381561 -18472 X 1987-01-29 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 VA 1 1 0 0 0 0 WWW.JMLIBRARY.ORG DEBORAH SMITH 4348460501 2311 MEMORIAL AVENUE LYNCHBURG VA 24501 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 R CHAMBLISS LIGHT JR 2311 MEMORIAL AVENUE LYNCHBURG VA 24501 TRUSTEE 0.50 0 0 0 DR GERRY SHERAYKO 2311 MEMORIAL AVENUE LYNCHBURG VA 24501 PRESIDENT 10.00 0 0 0 RUSSELL HICKS 2311 MEMORIAL AVENUE LYNCHBURG VA 24501 TREASURER 5.00 0 0 0 MAEGAN CREWS FALLEN 2311 MEMORIAL AVENUE LYNCHBURG VA 24501 TRUSTEE 0.50 0 0 0 LEIGHTON S HOUCK 2311 MEMORIAL AVENUE LYNCHBURG VA 24501 TRUSTEE 0.50 0 0 0 LISA BROUGHMAN 2311 MEMORIAL AVENUE LYNCHBURG VA 24501 VICE PRESIDENT 5.00 0 0 0 MARJORIE FREEMAN 2311 MEMORIAL AVENUE LYNCHBURG VA 24501 TRUSTEE 0.50 0 0 0 WILLIAM HANSEN 2311 MEMORIAL AVENUE LYNCHBURG VA 24501 TRUSTEE 0.50 0 0 0 DEBORAH SMITH 2311 MEMORIAL AVENUE LYNCHBURG VA 24501 EXECUTIVE DIRECTOR 40.00 0 0 0 HERMINA HENDRICKS 2311 MEMORIAL AVENUE LYNCHBURG VA 24501 TRUSTEE 0.50 0 0 0 JUSTIN MCCARTHY 2311 MEMORIAL AVENUE LYNCHBURG VA 24501 TRUSTEE 0.50 0 0 0 MAC MCWANE 2311 MEMORIAL AVENUE LYNCHBURG VA 24501 TRUSTEE 0.50 0 0 0 NONE 0 NONE 0 THE SOLE ACTIVITY OF THE ASSOCIATION IS THE OPERATION OF A LIBRARY FOR GENEOLOGICAL & HISTORICAL RESEARCH. THE LIBRARY IS OPEN TO THE PUBLIC AT NO CHARGE OR FEE. LIBRARY PERSONNEL ESTIMATE THAT APPROXIMATELY 10,000-12,000 PEOPLE USE THE FACILITY ANNUALLY. 0 0 6271237 393816 0 6665053 0 0 6665053 99976 6565077 328254 X 319007 0 319007 1987-01-29 X 202494 154372 172538 149828 679232 172120 131216 146657 127354 577347 319007 315907 288365 233091 1156370 0 0 0 0 0 319007 315907 288365 233091 1156370 0 0 218836 199644 188568 200747 807795 0 0 0 0 X 0 0 LIBRARY SERVICE REVENUE 372 14 203592 18 381561 0 585153 372 585525 1 RECEIPTS AND FEES COLLECTED FOR USE OF GENELOGICAL & RESEARCH TO OFFSET OPERATION COSTS AND ENABLE LIBRARY TO MAINTAIN ITS COLLECTIONS. 0 0 0 0 0 0 0 0 0 0 X X 1 GREATER LYNCHBURG COMMUNITY FOUNDATION 1100 COMMERCE ST LYNCHBURG VA 24054 6500 X ACCOUNTING 4500 0 0 4500 FLAT FILE STORAGE UNIT 2022-08-11 7923 7923 200DB 5.000000000000 0 0 0 1987 IMPROVEMENT 1987-12-31 515537 515537 SL 31.500000000000 0 0 0 1989 A/C UNIT 1989-12-31 4500 4500 PRE 15.000000000000 0 0 0 SECURITY SYSTEM 2008-12-31 5800 5800 200DB 5.000000000000 0 0 0 COMPUTERS AND PRINTERS 2012-12-31 65856 65856 200DB 5.000000000000 0 0 0 COMPUTERS AND PRINTERS 2014-12-31 4140 4140 200DB 5.000000000000 0 0 0 MICROFILM READERS 2012-12-31 30449 30449 200DB 5.000000000000 0 0 0 COMPUTERS AND PRINTERS 2015-12-31 1862 1862 200DB 5.000000000000 0 0 0 COMPUTERS AND PRINTERS 2016-12-31 819 727 200DB 5.000000000000 0 0 0 COMPUTERS AND PRINTERS 2017-12-31 4560 4151 200DB 5.000000000000 0 0 0 WEBSITE AND HARDWARE IMPROVEMENTS 2018-12-31 4927 4518 200DB 5.000000000000 0 0 0 MICROFILM PRINTERS 2012-12-31 13075 13075 200DB 5.000000000000 0 0 0 MICROFILM READERS 2014-12-31 7650 7650 200DB 5.000000000000 0 0 0 TELEPHONE SYSTEM 2012-12-31 2800 2800 200DB 5.000000000000 0 0 0 OFFICE MACHINES 2012-12-31 823 823 200DB 5.000000000000 0 0 0 OFFICE MACHINES 2016-12-31 2380 2380 200DB 5.000000000000 0 0 0 OFFICE MACHINES 2017-12-31 85 79 200DB 5.000000000000 0 0 0 OFFICE MACHINES 2018-12-31 220 202 200DB 5.000000000000 0 0 0 MISC EQUIPMENT 2012-12-31 6579 6579 200DB 5.000000000000 0 0 0 MISC EQUIPMENT 2014-12-31 608 608 200DB 5.000000000000 0 0 0 MISC EQUIPMENT 2016-12-31 737 737 200DB 5.000000000000 0 0 0 EQUIPMENT- OTHER 2012-12-31 4181 4181 200DB 5.000000000000 0 0 0 CHAIRS AND TABLES 2012-12-31 38649 38649 200DB 7.000000000000 0 0 0 CHAIRS AND TABLES 2014-12-31 475 475 200DB 7.000000000000 0 0 0 CHAIRS AND TABLES 2015-12-31 544 502 200DB 7.000000000000 0 0 0 CHAIRS AND TABLES 2016-12-31 3377 3081 200DB 7.000000000000 0 0 0 SHELVING - STEEL 2012-12-31 152000 152000 200DB 7.000000000000 0 0 0 SHELVING - WOOD 2012-12-31 3500 3500 200DB 7.000000000000 0 0 0 STORAGE FILES 2012-12-31 9659 9659 200DB 7.000000000000 0 0 0 APPLIANCES 2012-12-31 1000 1000 200DB 7.000000000000 0 0 0 MISCELLANEOUS 2012-12-31 11542 11542 200DB 7.000000000000 0 0 0 MISCELLANEOUS 2014-12-31 54 51 200DB 7.000000000000 0 0 0 MISCELLANEOUS 2015-12-31 390 360 200DB 7.000000000000 0 0 0 2 LENOVO INDEACENTRE COMPUTERS 2019-09-07 1327 1211 200DB 5.000000000000 8 0 44 CUSTOM MADE REFERENCE DESK 2025-04-08 7514 200DB 7.000000000000 537 0 268 DATA PRIVIA HARDWARE 2025-01-01 7828 200DB 5.000000000000 1566 0 783 OMEKA S CONVERSION PROJECT 2024-12-01 4500 SL 7.000000000000 375 0 375 CORPORATE BONDS WITHIN SCHWAB ACCOUNT 867431 882470 CORPORATE STOCK WITHIN SCHWAB ACCOUNT 2452308 4639274 703196 706555 0 0 REIT WITHIN SCHWAB ACCOUNT AT COST 85118 112532 FLAT FILE STORAGE UNIT 7923 7923 0 1987 IMPROVEMENT 515537 515537 0 1989 A/C UNIT 4500 4500 0 SECURITY SYSTEM 5800 5800 0 COMPUTERS AND PRINTERS 65856 65856 0 COMPUTERS AND PRINTERS 4140 4140 0 MICROFILM READERS 30449 30449 0 COMPUTERS AND PRINTERS 1862 1862 0 COMPUTERS AND PRINTERS 819 727 92 COMPUTERS AND PRINTERS 4560 4151 409 WEBSITE AND HARDWARE IMPROVEMENTS 4927 4518 409 MICROFILM PRINTERS 13075 13075 0 MICROFILM READERS 7650 7650 0 TELEPHONE SYSTEM 2800 2800 0 OFFICE MACHINES 823 823 0 OFFICE MACHINES 2380 2380 0 OFFICE MACHINES 85 79 6 OFFICE MACHINES 220 202 18 MISC EQUIPMENT 6579 6579 0 MISC EQUIPMENT 608 608 0 MISC EQUIPMENT 737 737 0 EQUIPMENT- OTHER 4181 4181 0 CHAIRS AND TABLES 38649 38649 0 CHAIRS AND TABLES 475 475 0 CHAIRS AND TABLES 544 502 42 CHAIRS AND TABLES 3377 3081 296 SHELVING - STEEL 152000 152000 0 SHELVING - WOOD 3500 3500 0 STORAGE FILES 9659 9659 0 APPLIANCES 1000 1000 0 MISCELLANEOUS 11542 11542 0 MISCELLANEOUS 54 51 3 MISCELLANEOUS 390 360 30 2 LENOVO INDEACENTRE COMPUTERS 1327 1219 108 CUSTOM MADE REFERENCE DESK 7514 537 6977 DATA PRIVIA HARDWARE 7828 1566 6262 OMEKA S CONVERSION PROJECT 4500 375 4125 LEGAL FEES 250 0 0 250 IT SERVICES 6096 0 0 6096 SUPPLIES 13552 0 0 13552 REPAIRS 5143 0 0 5143 FUNDRAISING & PUBLIC RELATIONS 4759 0 0 4759 PROGRAMING AND OUTREACH 5423 0 0 5423 LIBRARY MATERIALS 5420 0 0 5420 MAILING 928 0 0 928 RECRUITING/MOVING 150 0 0 150 MEALS 110 0 0 110 CREDIT CARD EXPENSES 5809 0 0 5809 PRESERVATION - OTHER 5219 0 0 5219 LIBRARY SERVICE REVENUE 372 372 INVESTMENT FEE 39145 39145 0 0 BOOKKEEPING AND DATA PROCESSING 9485 0 0 9485 SUBCONTRACTOR PAYMENTS 500 0 0 500 MISCELLANEOUS 203 0 0 203 EMPLOYMENT TAXES 14808 0 0 14808