VIRGINIA HISTORICAL SOCIETY Charity Report

Public IRS 990 nonprofit record

VIRGINIA HISTORICAL SOCIETY

EIN 54-0419452 · Arts, Culture & Humanities (A800)

What they do

CONNECTING PEOPLE to AMERICAS PAST THROUGH THE UNPARALLELED STORY of VIRGINIA. BY COLLECTING, PRESERVING and INTERPRETING THE COMMONWEALTHS HISTORY, WE LINK PAST WITH PRESENT and INSPIRE FUTURE GENERATIONS.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $78.80 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders46 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

83.97%of revenue went to mission work78.8% of expenses · Program services

7.22%of revenue went to fundraising6.8% of expenses

$106.57spent for every $100 of revenueSpending was higher than revenue this year.

15.39%of revenue went to management and office costs14.4% of expenses

$11.12in assets for every $1 spent this yearSome assets cannot be spent right away.

71.8%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $980,485 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $579,954 for JAMIE O BOSKET (PRESIDENT AND CEO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$14,914,040

Mission workProgram services$12,523,15283.97% of revenue78.8% of expenses

ManagementOffice and general costs$2,294,95815.39% of revenue14.4% of expenses

FundraisingAsking for donations$1,076,4157.22% of revenue6.8% of expenses

Total expenses$15,894,525106.57% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 78.8% mission · 14.4% management · 6.8% fundraisingTotal expenses: 106.57% of revenue

2023Expense mix: 75.0% mission · 16.8% management · 8.2% fundraisingTotal expenses: 56.96% of revenue

2022Expense mix: 73.8% mission · 17.9% management · 8.3% fundraisingTotal expenses: 108.54% of revenue

2021Expense mix: 79.6% mission · 13.6% management · 6.8% fundraisingTotal expenses: 94.28% of revenue

2020Expense mix: 79.8% mission · 13.2% management · 7.0% fundraisingTotal expenses: 27.43% of revenue

2019Expense mix: 76.7% mission · 15.9% management · 7.4% fundraisingTotal expenses: 64.79% of revenue

2018Expense mix: 74.6% mission · 15.1% management · 10.3% fundraisingTotal expenses: 104.82% of revenue

2017Expense mix: 74.3% mission · 16.5% management · 9.3% fundraisingTotal expenses: 87.46% of revenue

Money in and money out

Revenue$14,914,040

Expenses$15,894,525

Annual shortfall $980,485 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$12,523,152 · 78.8% of expenses

Management and office costs$2,294,958 · 14.4% of expenses

Fundraising$1,076,415 · 6.8% of expenses

See all reported dollar amounts

Revenue$14,914,040

Expenses$15,894,525

Assets$176,801,404

Income$15,235,776

Contributions$10,712,470

Mission work (program services)$12,523,152

Fundraising$1,076,415

Grants given$1,746,206

Average grant$36,379

Management and general$2,294,958

Stocks and bonds$98,201,275

Investing fees$244,609

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

JAMIE O BOSKETPRESIDENT AND CEO · 40 hrs/week $579,954Base $558,342 · Other $21,612

ANNA E POWERSVP ADVANCEMENT · 40 hrs/week $199,923Base $171,129 · Other $28,794

TRACY D SCHNEIDERVP MARKETING & COMMUNICATI · 40 hrs/week $176,056Base $149,227 · Other $26,829

DAVID KUNNENCFO · 40 hrs/week $159,909Base $135,443 · Other $24,466

LINDA PARRISDIRECTOR OF COLLECTIONS CATALOGING · 40 hrs/week $144,773Base $134,168 · Other $10,605

ADAM E SCHERVP FOR COLLECTIONS & EXHIBITIONS · 40 hrs/week $142,017Base $127,384 · Other $14,633

MICHAEL PLUMBVP FOR GUEST ENGAGEMENT · 40 hrs/week $120,611Base $117,811 · Other $2,800

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (46)

JAMIE O BOSKETPRESIDENT AND CEO

ANNA E POWERSVP ADVANCEMENT

TRACY D SCHNEIDERVP MARKETING & COMMUNICATI

DAVID KUNNENCFO

LINDA PARRISDIRECTOR OF COLLECTIONS CATALOGING

ADAM E SCHERVP FOR COLLECTIONS & EXHIBITIONS

MICHAEL PLUMBVP FOR GUEST ENGAGEMENT

RUSSELL B HARPERTRUSTEE

MOLLY G HARDIETRUSTEE

NANCY H GOTTWALDHONORARY VICE CHAIR

NEIL AMINTRUSTEE

PAMELA K ROYALLTRUSTEE

PAUL C HARRISTRUSTEE

PETER F FARRELLTRUSTEE

RICHARD P CULLENTRUSTEE

ROBERT D TAYLORTRUSTEE

LISA R MOOREREGIONAL VICE CHAIR

SUSAN S GOODEREGIONAL VICE CHAIR

THOMAS G SLATER JRHONORARY VICE CHAIR

VICTOR K BRANCHTRUSTEE

VICTOR O CARDWELLTRUSTEE

VICTORIA D HARKERTRUSTEE

WILLIAM C DAVISTRUSTEE

WILLIAM H FRALIN JRREGIONAL VICE CHAIR

WILLIAM S PEEBLES IVTRUSTEE

XAVIER R RICHARDSONTRUSTEE

GERALD F SMITHTRUSTEE

ALEXANDER Y THOMASTRUSTEE

AUSTIN BROCKENBROUGH IIIHONORARY VICE CHAIR

B MARC ALLENTRUSTEE

CARLOS BROWNCHAIRMAN

CHARLES CABELLTRUSTEE

CONRAD M HALLHONORARY VICE CHAIR

EDWARD A MULLENTRUSTEE

ELIZABETH A SEEGARTRUSTEE

GEN JOHN P JUMPERREGIONAL VICE CHAIR

MELANIE TRENT DE SCHUTTERTRUSTEE

HARRY F BYRD IIIHONORARY VICE CHAIR

HERBERT A CLAIBORNE IIITRUSTEE

HONORABLE CN JENKINS JRTRUSTEE

J SARGEANT REYNOLDS JRTRUSTEE

J TRACY WALKER IVVICE CHAIRMAN

JOANIE D EILANDTRUSTEE

JOHN R NELSON JRTRUSTEE

KEVIN B OSBORNETRUSTEE

MAKOLA M ABDULLAHTRUSTEE

About this charity

Recognized since: January 1941
Location: PO BOX 7311, RICHMOND, VA 23221
County: City of Richmond
In care of: DAVID KUNNEN
Primary officer: DAVID KUNNEN, CFO

How to reach them

WebsiteVisit the charity’s website Phone(804) 340-1800

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: KEITER STEPHENS HURST GARY & SHREAVES
NTEE classification: Arts, Culture & Humanities (A800)
Grant-giving organization: Yes