MARY BALL WASHINGTON MUSEUM & LIBRARY INC: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization: MARY BALL WASHINGTON MUSEUM & LIBRARY INC (EIN 54-0975119)
Tax period: 2018-07-01 to 2019-06-30
Filed: 2020-03-09
IRS object ID: 202040699349301274
Schema version: 2018v3.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule G
Schedule M
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2020-03-09T21:15:23-05:00	ReturnTs
Tax Period End	2019-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	201212674	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	DEHNERT CLARKE & CO PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 420	AddressLine1Txt
City	IRVINGTON	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	22480	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2018-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	540975119	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MARY BALL WASHINGTON MUSEUM INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	MARY	BusinessNameControlTxt
Phone	8044627280	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	POST OFFICE BOX 97	AddressLine1Txt
City	LANCASTER	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	22503	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	FRANCIS J KOBER	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	8044627280	PhoneNum
Signature	2020-02-27	SignatureDt

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	CRAIG H GIESE	PreparerPersonNm
PTIN	P00188400	PTIN
Phone	8044385656	PhoneNum
Preparation	2020-02-27	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	209.42.151.119	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2020-03-09	IPDt
IP Tm	21:15:23	IPTm
IP Timezone	CD	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	38B12B09A14D023EA1B44B00681EF772F2BE22A4	AtSubmissionCreationDeviceId
At Submission Filing Device Id	E79BEB720A08A4DCE9A24A63A8C7FA629B2A9E1F	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2018	TaxYr
Build TS	2020-09-23 17:36:50Z	BuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

Field	Value	IRS element (for citing)
Business Name Line1	LANCASTER VIRGINIA HISTORICAL	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Principal Officer	FRANCIS J KOBER	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 97	AddressLine1Txt
City	LANCASTER	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	22503	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$300,345	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.MBWM.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1958	FormationYr
Legal Domicile State	VA	LegalDomicileStateCd
Activity Or Mission	EXHIBITION OF HISTORICAL ARTIFACTS, PROVISION OF GENEALOGICAL RESEARCH SERVICES, PROVISION OF A RESEARCH LIBRARY AND EDUCATIONAL OUTREACH PROGRAMS.	ActivityOrMissionDesc
Voting Members Governing Body	12	VotingMembersGoverningBodyCnt
Voting Members Independent	12	VotingMembersIndependentCnt
Total Employee	4	TotalEmployeeCnt
Total Volunteers	65	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
PY Contributions Grants	$93,940	PYContributionsGrantsAmt
CY Contributions Grants	$139,541	CYContributionsGrantsAmt
PY Program Service Revenue	$13,019	PYProgramServiceRevenueAmt
CY Program Service Revenue	$11,405	CYProgramServiceRevenueAmt
PY Investment Income	$40,616	PYInvestmentIncomeAmt
CY Investment Income	$27,849	CYInvestmentIncomeAmt
PY Other Revenue	$6,820	PYOtherRevenueAmt
CY Other Revenue	$18,620	CYOtherRevenueAmt
PY Total Revenue	$154,395	PYTotalRevenueAmt
CY Total Revenue	$197,415	CYTotalRevenueAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$66,853	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$66,633	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$3,650	CYTotalFundraisingExpenseAmt
PY Other Expenses	$80,947	PYOtherExpensesAmt
CY Other Expenses	$83,279	CYOtherExpensesAmt
PY Total Expenses	$147,800	PYTotalExpensesAmt
CY Total Expenses	$149,912	CYTotalExpensesAmt
PY Revenues Less Expenses	$6,595	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$47,503	CYRevenuesLessExpensesAmt
Total Assets BOY	$1,316,757	TotalAssetsBOYAmt
Total Assets EOY	$1,362,329	TotalAssetsEOYAmt
Total Liabilities BOY	$166,768	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$168,389	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$1,149,989	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$1,193,940	NetAssetsOrFundBalancesEOYAmt
Mission	EXHIBITION OF HISTORICAL ARTIFACTS, PROVISION OF GENEALOGICAL RESEARCH SERVICES, PROVISION OF A RESEARCH LIBRARY AND EDUCATIONAL OUTREACH PROGRAMS.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$87,602	ExpenseAmt
Desc	MARY BALL MUSEUM AND LIBRARY EXECUTED COLLECTIONS MANAGEMENT PROCEDURES TO PROPERLY DOCUMENT, PRESERVE, STORE, AND DISPLAY ITS HISTORICAL OBJECTS AND ARCHIVAL RECORDS. IT ORGANIZED AND PRESENTED MUSEUM EXHIBITS ON LOCAL HISTORY TOPICS. IT MAINTAINED SEVERAL HISTORIC BUILDINGS AND LANDSCAPES WITHIN A NATIONALLY-REGISTERED HISTORIC DISTRICT AND OPERATED THE MUSEUM BUILDINGS AND EXHIBIT GALLERIES TO THE PUBLIC THREE DAYS PER WEEK.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$16,715	ExpenseAmt
Desc	OPERATED ITS GENEALOGY AND HISTORY RESEARCH LIBRARY FOUR DAYS PER WEEK TO THE PUBLIC. IT INCREASED ITS PRINT, DIGITAL, AND ONLINE HOLDINGS THROUGH NEW BOOK PURCHASES, JOURNAL SUBSCRIPTIONS, RECEIPT OF BOOK DONATIONS, AND EXPANSION OF DATABASES.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$20,986	ExpenseAmt
Desc	PROVIDED EDUCATIONAL FIELD TRIPS AND OUTREACH PROGRAMS TO LOCAL SCHOOLS AND PRESENTED MANY EDUCATIONAL PROGRAMS FOR THE GENERAL PUBLIC ABOUT AREA HISTORY, GENEALOGY, AND HISTORIC PRESERVATION. THESE INCLUDED SCHOLARLY LECTURES, LOCAL AUTHOR TALKS, LIVING HISTORY DEMONSTRATIONS, AREA SITE VISITS, AND PUBLISHED RESEARCH ARTICLES.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$125,303	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	Yes (true)	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Temp Or Permanent Endowments	false	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	false	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	false	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	Yes (true)	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	false	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	false	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	false	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	Yes (true)	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	false	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	3	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	4	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (true)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (true)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Form8899 Filedind	false	Form8899Filedind
Form1098 C Filed	false	Form1098CFiledInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	12	GoverningBodyVotingMembersCnt
Independent Voting Member	12	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (true)	MembersOrStockholdersInd
Election Of Board Members	Yes (true)	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (true)	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	false	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	false	CompensationProcessCEOInd
Compensation Process Other	false	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	VA	StatesWhereCopyOfReturnIsFldCd
Other Website	Yes (X)	OtherWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	EXECUTIVE DIRECTOR	PersonNm
Phone	8044627280	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 97	AddressLine1Txt
City	LANCASTER	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	22503	ZIPCd

Field	Value	IRS element (for citing)
No Listed Persons Compensated	Yes (X)	NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd
R PAGE HENLEY JR
DIRECTOR	3.00	Yes (X)	$0	$0	$0
ALICE COOPER
DIRECTOR	3.00	Yes (X)	$0	$0	$0
BETTY PETTYJOHN
SECRETARY	5.00	Yes (X)	$0	$0	$0	Yes (X)
HW SCOTT
DIRECTOR	3.00	Yes (X)	$0	$0	$0
ANITA TADLOCK
DIRECTOR	3.00	Yes (X)	$0	$0	$0
CAROLYN COOK
TREASURER	5.00	Yes (X)	$0	$0	$0	Yes (X)
AMMON G DUNTON JR
DIRECTOR	3.00	Yes (X)	$0	$0	$0
ALEXIS FORRESTER
VICE PRESIDE	5.00	Yes (X)	$0	$0	$0	Yes (X)
FW JENKINS
DIRECTOR	3.00	Yes (X)	$0	$0	$0
REBECCA GEORGE
DIRECTOR	3.00	Yes (X)	$0	$0	$0
FRANCIS J KOBER
PRESIDENT	5.00	Yes (X)	$0	$0	$0	Yes (X)
JAMES LONG
DIRECTOR	3.00	Yes (X)	$0	$0	$0
E STANLEY MURPHY
DIRECTOR	3.00	Yes (X)	$0	$0	$0
PAUL THOMPSON SR
DIRECTOR	3.00	Yes (X)	$0	$0	$0
LOIS CRANE WILLIAMS
DIRECTOR	3.00	Yes (X)	$0	$0	$0

Field	Value	IRS element (for citing)
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	false	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd
Membership Dues	$12,990	MembershipDuesAmt
Fundraising	$2,330	FundraisingAmt
Government Grants	$3,000	GovernmentGrantsAmt
All Other Contributions	$121,221	AllOtherContributionsAmt
Total Contributions	$139,541	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDesc	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	ExclusionExclusionAmt
EDUCATIONAL PROGRAMS	$5,400	$5,400
RENT - HISTORIC PROPERTY	$3,600		$3,600
LIBRARY AND COPY FEES	$1,490	$1,490
ADMISSIONS	$915	$915

Field	Value	IRS element (for citing)
Total Program Service Revenue	$11,405	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$8,639	TotalRevenueColumnAmt
Exclusion	$8,639	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$70,947	SecuritiesAmt
Other	$13,208	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$64,945	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$6,002	SecuritiesAmt
Other	$13,208	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$19,210	TotalRevenueColumnAmt
Exclusion	$19,210	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$47,681	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$2,330	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$32,139	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$15,542	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$8,924	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$5,846	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,078	TotalRevenueColumnAmt
Related Or Exempt Func Income	$3,078	RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$197,415	TotalRevenueColumnAmt
Related Or Exempt Func Income	$10,883	RelatedOrExemptFuncIncomeAmt
Exclusion	$31,449	ExclusionAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$58,049	TotalAmt
Program Services	$51,518	ProgramServicesAmt
Management And General	$4,354	ManagementAndGeneralAmt
Fundraising	$2,177	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$1,601	TotalAmt
Program Services	$1,361	ProgramServicesAmt
Management And General	$160	ManagementAndGeneralAmt
Fundraising	$80	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$2,525	TotalAmt
Program Services	$2,146	ProgramServicesAmt
Management And General	$253	ManagementAndGeneralAmt
Fundraising	$126	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$4,458	TotalAmt
Program Services	$3,789	ProgramServicesAmt
Management And General	$446	ManagementAndGeneralAmt
Fundraising	$223	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$3,905	TotalAmt
Management And General	$3,905	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$3,203	TotalAmt
Management And General	$3,203	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$1,461	TotalAmt
Program Services	$1,461	ProgramServicesAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$4,251	TotalAmt
Program Services	$2,125	ProgramServicesAmt
Management And General	$2,126	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$5,215	TotalAmt
Program Services	$4,433	ProgramServicesAmt
Management And General	$782	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$37,410	TotalAmt
Program Services	$34,279	ProgramServicesAmt
Management And General	$2,087	ManagementAndGeneralAmt
Fundraising	$1,044	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$6,168	TotalAmt
Program Services	$6,168	ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$5,977	TotalAmt
Program Services	$5,977	ProgramServicesAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$1,623	TotalAmt
Program Services	$855	ProgramServicesAmt
Management And General	$768	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
PROGRAM EXPENSE	$6,474	$6,474
GENERAL ADMINISTRATIVE	$2,875		$2,875
COLLECTIONS EXPENSE	$1,656	$1,656
STORAGE UNIT	$1,020	$1,020

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,041	TotalAmt
Program Services	$2,041	ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$149,912	TotalAmt
Program Services	$125,303	ProgramServicesAmt
Management And General	$20,959	ManagementAndGeneralAmt
Fundraising	$3,650	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$89,452	BOYAmt
EOY	$132,915	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$9,487	BOYAmt
EOY	$8,497	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$873,737	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$24,903	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$849,926	BOYAmt
EOY	$848,834	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$367,892	BOYAmt
EOY	$372,083	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,316,757	BOYAmt
EOY	$1,362,329	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$145,000	BOYAmt
EOY	$145,000	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$21,716	BOYAmt
EOY	$18,820	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$52	BOYAmt
EOY	$4,569	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$166,768	BOYAmt
EOY	$168,389	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$944,043	BOYAmt
EOY	$948,675	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$69,100	BOYAmt
EOY	$108,419	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$136,846	BOYAmt
EOY	$136,846	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,149,989	BOYAmt
EOY	$1,193,940	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,316,757	BOYAmt
EOY	$1,362,329	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$47,503	ReconcilationRevenueExpnssAmt
Other Changes In Net Assets	-$3,552	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	Yes (true)	AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
FS Audited	false	FSAuditedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	Yes (X)	PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$128,728	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$105,150	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$187,523	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$93,940	CurrentTaxYearMinus1YearAmt
Current Tax Year	$139,541	CurrentTaxYearAmt
Total	$654,882	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$55,564	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$24,821	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$50,849	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$27,952	CurrentTaxYearMinus1YearAmt
Current Tax Year	$64,410	CurrentTaxYearAmt
Total	$223,596	TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$3,600	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$3,900	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,295	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,909	CurrentTaxYearMinus1YearAmt
Current Tax Year	$3,600	CurrentTaxYearAmt
Total	$16,304	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$187,892	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$133,871	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$240,667	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$124,801	CurrentTaxYearMinus1YearAmt
Current Tax Year	$207,551	CurrentTaxYearAmt
Total	$894,782	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total509	$894,782	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$7,998	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$6,235	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$6,529	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$7,932	CurrentTaxYearMinus1YearAmt
Current Tax Year	$8,639	CurrentTaxYearAmt
Total	$37,333	TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$7,998	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$6,235	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$6,529	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$7,932	CurrentTaxYearMinus1YearAmt
Current Tax Year	$8,639	CurrentTaxYearAmt
Total	$37,333	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$195,890	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$140,106	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$247,196	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$132,733	CurrentTaxYearMinus1YearAmt
Current Tax Year	$216,190	CurrentTaxYearAmt
Total	$932,115	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.95990	PublicSupportCY509Pct
Public Support PY509	0.95870	PublicSupportPY509Pct
Investment Income CY	0.04000	InvestmentIncomeCYPct
Investment Income PY	0.04000	InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509	Yes (X)	ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Coll Used Scholarly Rsrch	Yes (X)	CollUsedScholarlyRsrchInd
Collection Used Preservation	Yes (X)	CollectionUsedPreservationInd
Solicited Assets Sale	false	SolicitedAssetsSaleInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$520,480	OtherCostOrOtherBasisAmt
Book Value	$520,480	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$342,583	OtherCostOrOtherBasisAmt
Depreciation	$17,960	DepreciationAmt
Book Value	$324,623	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$10,674	OtherCostOrOtherBasisAmt
Depreciation	$6,943	DepreciationAmt
Book Value	$3,731	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$848,834	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDesc	AmtAmt
INSURANCE DEPOSIT	$2,721
ACCRUED PAYROLL TAXES	$1,426
ACCRUED RETIREMENT PLANS	$380
SALES TAX AND ACCRUALS	$42

Field	Value	IRS element (for citing)
Total Liability	$4,569	TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE D, PAGE 2, PART III, LINE 4	FormAndLineReferenceDesc
Explanation	THE ORGANIZATION'S MUSEUM COLLECTIONS INCLUDE MORE THAN 3500 ARTWORKS, HISTORICAL ARTIFACTS, ARCHAEOLOGICAL SPECIMENS, RARE DOCUMENTS, AND ARCHIVAL DOCUMENTS RELATED TO LANCASTER COUNTY AND SURROUNDING AREA. THE RESEARCH LIBRARY CONTAINS MORE THAN 9000 HISTORICAL AND GENEALOGY REFERENCE BOOKS AND PERIODICALS. THE ORGANIZATION USES THESE COLLECTIONS IN EXIBITS, RESEARCH PROJECTS AND PRESERVATION ACTIVITIES THAT EDUCATE THE PUBLIC AND PROMOTE APPRECIATION FOR LOCAL HISTORY.	ExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	GALA AT SARATOG	Event1Nm
Gross Receipts Event1	$40,445	GrossReceiptsEvent1Amt
Charitable Contri Event1	$2,330	CharitableContriEvent1Amt
Gross Revenue Event1	$38,115	GrossRevenueEvent1Amt
Food And Beverage Event1	$10,111	FoodAndBeverageEvent1Amt
Other Direct Expenses Event1	$17,009	OtherDirectExpensesEvent1Amt
Event2	OYSTER ROAST	Event2Nm
Gross Receipts Event2	$9,566	GrossReceiptsEvent2Amt
Gross Revenue Event2	$9,566	GrossRevenueEvent2Amt
Cash Prizes Event2	$1,000	CashPrizesEvent2Amt
Rent Facility Costs Event2	$100	RentFacilityCostsEvent2Amt
Food And Beverage Event2	$2,445	FoodAndBeverageEvent2Amt
Other Direct Expenses Event2	$1,474	OtherDirectExpensesEvent2Amt
Gross Receipts Total	$50,011	GrossReceiptsTotalAmt
Charitable Contributions Tot	$2,330	CharitableContributionsTotAmt
Gross Revenue Total Events	$47,681	GrossRevenueTotalEventsAmt
Cash Prizes Total Events	$1,000	CashPrizesTotalEventsAmt
Rent Fclty Costs Total Events	$100	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$12,556	FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events	$18,483	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$32,139	DirectExpenseSummaryEventsAmt
Net Income Summary	$15,542	NetIncomeSummaryAmt

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1	ContributionCnt

Books And Publications BooksAndPublicationsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd

Historical Artifacts HistoricalArtifactsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1	ContributionCnt

Other Non Cash Contri Table OtherNonCashContriTableGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Desc	ARCHIVAL RCRDS	Desc
Contribution	1	ContributionCnt

Field	Value	IRS element (for citing)
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (true)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	false	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE M, PAGE 2, PART II	FormAndLineReferenceDesc
Explanation	PART I COLUM B: ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS. SOME CONTRIBUTIONS CONSIST OF MULTIPLE ITEMS.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PAGE 1, ITEM C	LANCASTER VIRGINIA HISTORICAL SOCIETY
FORM 990, PAGE 6, PART VI, LINE 6	ORGANIZED WITH ONE CLASS OF MEMBERS.
FORM 990, PAGE 6, PART VI, LINE 7A	THE MEMBERS ANNUALLY ELECT THE BOARD OF DIRECTORS.
FORM 990, PAGE 6, PART VI, LINE 7B	THE MEMBERS HAVE THE POWER TO AMEND THE CORPORATE BYLAWS.
FORM 990, PAGE 6, PART VI, LINE 11B	COPIES OF FORM 990 ARE PROVIDED TO THE EXECUTIVE DIRECTOR, PRESIDENT, AND TREASURER FOR REVIEW. THE EXECUTIVE DIRECTOR EMAILS ALL OTHER BOARD MEMBERS A LINK TO A RESTRICTED WEBSITE WHERE THE ENTIRE FORM 990 CAN BE VIEWED AND NOTIFIES THEM OF A DESIGNATED PERIOD FOR REVIEW AND COMMENTS BEFORE COMMITTEE APPROVAL AND FILING. AN INDIVIDUAL PRINTED COPY WILL ALSO BE PROVIDED TO ANY BOARD MEMBER UPON REQUEST. FORM 990 IS THEN REVIEWED, APPROVED AND FILED BY A COMMITTEE CONSISTING OF THE EXECUTIVE DIRECTOR, PRESIDENT, AND TREASURER. THE ACTION OF THE COMMITTEE IS REPORTED AND ENTERED INTO THE MINUTES AT THE NEXT REGULAR MEETING OF THE FULL BOARD.
FORM 990, PAGE 6, PART VI, LINE 12C	EACH BOARD MEMBER SIGNS AN ANNUAL WRITTEN DISCLOSURE OF INTERESTS POLICY. ALL DISCLOSURES OF INTEREST ARE KEPT ON FILE AND MONITORED BY THE EXECUTIVE COMMITTEE.
FORM 990, PAGE 6, PART VI, LINE 19	GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE ON FILE AT THE ORGANIZATION'S ADMINISTRATIVE OFFICE. THE PUBLIC CAN REVIEW THEM IN THIS OFFICE BY REQUESTING AN APPOINTMENT WITH THE MUSEUM MANAGER OR PRESIDENT.
FORM 990, PART XI, LINE 9	UNREALIZED LOSSES -3,552