Rockbridge Historical Society
Rockbridge Historical Society is a private foundation, based in LEXINGTON, VA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $650K in total assets. In 2024, it made $67K in qualifying distributions. Net investment income was $15K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$650K
+7.8% YoY
Revenue
$101K
+29.6% YoY
Qualifying Distributions
$67K
+4.0% YoY
Expenses
$106K
+6.7% YoY
About Rockbridge Historical Society
Based on IRS filings
Rockbridge Historical Society is a private foundation, based in LEXINGTON, VA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $650K in total assets. In 2024, it made $67K in qualifying distributions. Net investment income was $15K.
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Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $649,535 | $602,360 | $576,922 |
| Revenue | $100,701 | $77,689 | $73,878 |
| Expenses | $105,760 | $99,103 | $112,944 |
| Qualifying Distributions | $67,017 | $64,417 | $77,958 |
| Net Investment Income | $15,287 | $4,983 | $4,755 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2024
Grant Size Distribution
0 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for 2024.
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| LARRY SPURGEON | PRESIDENT | 1 | — |
| JULIE GOYETTE | TREASURER | 1 | — |
| TOM ROBERTS | VICE PRESIDE | 1 | — |
| TOM CAMDEN | TRUSTEE | 1 | — |
| PEGGY WEBSTER HAYS | TRUSTEE | 1 | — |
| PETER SIMPSON | TRUSTEE | 1 | — |
| ERIC WILSON | EXECUTIVE DI | 40 | $34,713 |
| STEPHANIE HARDY | SECRETARY | 1 | — |
| VALERIE CLAY | DIRECTOR | 1 | — |
| CATHEY DESILVEY | DIRECTOR | 1 | — |
| PRESTON EVANS | DIRECTOR | 1 | — |
Frequently Asked Questions
How large is Rockbridge Historical Society?
As of 2024, Rockbridge Historical Society holds $650K in total assets with $101K in annual revenue.
What is Rockbridge Historical Society's EIN?
Rockbridge Historical Society's EIN (Employer Identification Number) is 23-7090646. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Rockbridge Historical Society's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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