Nonprofit · EIN 23-7090646
ROCKBRIDGE HISTORICAL SOCIETY
Tax-exempt · LEXINGTON, VA 24450
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $122,660 | $114,960 | $7,700 | $705,598 | $41,749 | $663,849 |
| December 31, 2024 | 990-PF | $100,701 | $105,760 | -$5,059 | $649,535 | $43,838 | $605,697 |
| December 31, 2023 | 990-PF | $77,689 | $99,103 | -$21,414 | $602,360 | $39,314 | $563,046 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $46,236
- Dividends
- $10,988
- Interest
- $143
- Net rental income
- $42,328
- Net gain from sales of assets
- $17,421
- Other income
- $394
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $35,754
- Disbursements for charitable purposes
- $76,845
- Excise tax on investment income
- $316
Balance sheet and other
- Total assets, start of year
- $649,535
- Total assets, end of year
- $705,598
- Total liabilities, end of year
- $41,749
- Net assets, end of year
- $663,849
- Fair market value of assets
- $1,534,798
- Qualifying distributions
- $76,845
- Net investment income
- $59,077
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ERIC WILSON 823 THORNHILL RD, LEXINGTON, VA 24450 | EXECUTIVE DI | 0 | $35,754 |
| ARTHUR BARTENSTEIN 104 WHITE ST, LEXINGTON, VA 24450 | TRUSTEE | 0 | $0 |
| JULIE GOYETTE 101 COLONNADE AVE, LEXINGTON, VA 24450 | VICE PRESIDE | 0 | $0 |
| TOM ROBERTS 1944 FOREST AVE, BUENA VISTA, VA 24416 | PRESIDENT | 0 | $0 |
| TOM CAMDEN PO BOX 402, LEXINGTON, VA 24450 | TRUSTEE | 0 | $0 |
| PETER SIMPSON 180 MAPLE SWAMP RD, LEXINGTON, VA 24450 | TRUSTEE | 0 | $0 |
| STEPHANIE HARDY 234 PROSPECT HILL LN, LEXINGTON, VA 24450 | TREASURER-SE | 0 | $0 |
| SIMON ROZSA 204 W WASHINGTON ST, LEXINGTON, VA 24450 | DIRECTOR | 0 | $0 |
| PRESTON EVANS 319 VALLEY PIKE, LEXINGTON, VA 24450 | DIRECTOR | 0 | $0 |
| AMANDA CONWAY 1978 SPRING VALLEY ROAD, LEXINGTON, VA 24450 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ERIC WILSON PO BOX 1409, LEXINGTON, VA 24450 | EXECUTIVE DI | 40 | $34,713 |
| LARRY SPURGEON PO BOX 1409, LEXINGTON, VA 24450 | PRESIDENT | 1 | $0 |
| JULIE GOYETTE PO BOX1409, LEXINGTON, VA 24450 | TREASURER | 1 | $0 |
| TOM ROBERTS PO BOX 1409, LEXINGTON, VA 24450 | VICE PRESIDE | 1 | $0 |
| TOM CAMDEN PO BOX 1409, LEXINGTON, VA 24450 | TRUSTEE | 1 | $0 |
| PEGGY WEBSTER HAYS PO BOX 1409, LEXINGTON, VA 24450 | TRUSTEE | 1 | $0 |
| PETER SIMPSON PO BOX 1409, LEXINGTON, VA 24450 | TRUSTEE | 1 | $0 |
| STEPHANIE HARDY 234 PROSPECT HILL LN, LEXINGTON, VA 24450 | SECRETARY | 1 | $0 |
| VALERIE CLAY 45 BONNIE BRAE LN, FAIRFIELD, VA 24435 | DIRECTOR | 1 | $0 |
| CATHEY DESILVEY 1504 FORT MANOR DR, LYNCHBURG, VA 24502 | DIRECTOR | 1 | $0 |
| PRESTON EVANS 319 VALLEY PIKE, LEXINGTON, VA 24450 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ERIC WILSON PO BOX 1409, LEXINGTON, VA 24450 | EXECUTIVE DI | 40 | $33,060 |
| STEPHEN BECK PO BOX 1409, LEXINGTON, VA 24450 | VP FOR PROPE | 1 | $0 |
| LARRY SPURGEON PO BOX 1409, LEXINGTON, VA 24450 | PRESIDENT | 1 | $0 |
| JULIE GOYETTE PO BOX1409, LEXINGTON, VA 24450 | TREASURER | 1 | $0 |
| PAT GIBSON PO BOX 1409, LEXINGTON, VA 24450 | DIRECTOR | 1 | $0 |
| TOM ROBERTS PO BOX 1409, LEXINGTON, VA 24450 | VICE PRESIDE | 1 | $0 |
| TOM CAMDEN PO BOX 1409, LEXINGTON, VA 24450 | TRUSTEE | 1 | $0 |
| PEGGY WEBSTER HAYS PO BOX 1409, LEXINGTON, VA 24450 | TRUSTEE | 1 | $0 |
| PETER SIMPSON PO BOX 1409, LEXINGTON, VA 24450 | TRUSTEE | 1 | $0 |
| STEPHANIE HARDY 234 PROSPECT HILL LN, LEXINGTON, VA 24450 | SECRETARY | 1 | $0 |
| VALERIE CLAY 45 BONNIE BRAE LN, FAIRFIELD, VA 24435 | DIRECTOR | 1 | $0 |
| CATHEY DESILVEY 1504 FORT MANOR DR, LYNCHBURG, VA 24502 | DIRECTOR | 1 | $0 |
| PRESTON EVANS 319 VALLEY PIKE, LEXINGTON, VA 24450 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1409, LEXINGTON, VA 24450-1409
- Signed the 990-PF
- ERIC WILSON, EXECUTIVE DIRECTOR
- Phone
- (540) 463-6322
- Website
- WWW.ROCKBRIDGEHISTORY.ORG
- Return prepared by
- SWISHER & JOHNSON CPAS PLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 23-7090646
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 1988
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $705,598
- Income (IRS master file)
- $153,073
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $122,660 | $114,960 | $705,598 | XML |
| 990-PF | December 2024 | $100,701 | $105,760 | $649,535 | XML |
| 990-PF | December 2023 | $77,689 | $99,103 | $602,360 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7090646).
Questions about ROCKBRIDGE HISTORICAL SOCIETY
- What is the EIN of ROCKBRIDGE HISTORICAL SOCIETY?
- The employer identification number (EIN) of ROCKBRIDGE HISTORICAL SOCIETY is 23-7090646.
- Is ROCKBRIDGE HISTORICAL SOCIETY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
- Are donations to ROCKBRIDGE HISTORICAL SOCIETY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does ROCKBRIDGE HISTORICAL SOCIETY file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROCKBRIDGE HISTORICAL SOCIETY due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROCKBRIDGE HISTORICAL SOCIETY last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of ROCKBRIDGE HISTORICAL SOCIETY?
- The 990-PF for the year ended December 31, 2025 lists 10 people; 1 received compensation from the organization, the highest $35,754 (ERIC WILSON, EXECUTIVE DI).
- How much revenue does ROCKBRIDGE HISTORICAL SOCIETY have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $122,660, expenses of $114,960 and total assets of $705,598 at year end.
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