HISTORIC STAUNTON FOUNDATION 2020 ANNUAL REPORT

www.historicstaunton.org

Chip and Rae Milbourn Residen al Rehabilita on Award

204 Church Street

Larry and Diane Ragland Residen al Special Project Award

203 South St. Clair Street

Peter and Alison Denbigh STAUNTON INNOVATION HUB

Commercial Rehabilita on Award 11‐17 N. Central Avenue

The Blackburn Inn & Conference Center Commercial Rehabilita on Award

Spa at the Blackburn Inn

Robin Miller Staunton Heritage Preserva on Award

Village Development Associates LLC

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HISTORIC STAUNTON FOUNDATION 2020 ANNUAL REPORT

2020 HSF BOARD OFFICERS Bob Barron - President Duane Barron – Vice President Tom Watson - Treasurer Linda Steigleder - Secretary 2020 HSF BOARD MEMBERS Sharon Angle Steven Butler Kathy Denney Jane Fuller Dain Hammond Patricia Hardesty Carol Kipp Seth Liskey Nancy McDaniel Ed Miska Marion Ward Dave Perry-Miller Leonard Pittman RETIRING BOARD MEMEBERS Kathy Denney Carol Kipp Nancy McDaniel Tom Watson NEW BOARD MEMBERS Dreama Anderson James Harrington HSF STAFF Frank Strassler, Executive Director

Natalya Lawlor, Administrative Assistant

2020 HSF BOARD HSF UNAUDITED STATEMENT OF FINANCIAL POSITION January-December 2020

ASSETS INCOME

Opera ng Checking $ 57,441 City of Staunton Funding $ 35,000

Opera ng Money Market 757,994 Contribu ons Income 33,050

Small Business Checking 32 Dona ons 77,066

Pe y Cash 20 Fund Raisers 7,075

Total Cash $ 815,488 Interest Income 281

Misc. Income 494

HSF Endowment Account 603,324 PPP Internal Funds Tracking 6,786

Sco & Stringfellow 4,562 Prints/Gi s/Books 500

Board Restricted Assets $ 607,886 Total Income $ 160,251

Total Current Assets $ 1,423,373 EXPENSE

Form 990 Prepara on & Filing 1,625

FIXED ASSETS Annual Mee ng/Awards 1,126

Office Equip./Furnishings 17,055 Bank Services, Fees & Permits 30

Accumulated Deprecia on ‐16,997 Cons tuent Expenses 1,281

Total Fixed Assets $ 58 Dues, Subscrip ons, Books 1,830

Employee Benefits Package 19,005

Total Assets $ 1,423,431 Fund Raisers Cost 1,548

Insurance & Staff Expenses 1,536

LIABILITIES Office Supplies/Postage 1,702

Withheld Payroll Taxes 3,403 Payroll Expenses 91,928

Total Liabili es $ 3,403 Phone, Fax & Internet 498

Postage & Delivery 408

EQUITY PPP Internal Funds Tracking 6,786

Total Restricted Funds 21 Professional Fees 2,650

Net Assets 596,389 Smith Center Opera ng Expenses 27,996

Net Income 823,619 Website Maintenance 721

Total Equity $ 1,420,029 Total Expense $ 160,669

Total Liabili es & Equity $ 1,423,431 NET ORDINARY INCOME $ ‐417

OTHER INVESTMENTS

Dividends $ 7,930 Expenses 4,483

Interest 3,076 Realized Losses 17,987

Realized Gains 23,190 Non‐Cash 267

Unrealized Gains 123,533 Investment Unrealized Loss 72,800

PPP Loan Forgiven 23,615 Total Investment Expense $ 95,536

Theresa L. Smith Trust 738,227

Total Investment Income $ 919,572 Net Total Investment Income $ 824,036

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FINIAL

Henley Carter

PEDIMENT

Bob Barron & Fred Blanton

Col. Hugh B. Sproul III Linda Steigleder & Clark Wiedmann

PORTICO

Ms. Dreama Anderson Ingrid and Dennis Blanton Dr. and Mrs. Richard L.M. Coleman Mr. and Mrs. Ronald Denney Linda and Van Hanna Tom Hamlin and Don Haynie Karen and John Hudson Elsa and Joe Mcnamara Mr. and Mrs. P. William Moore, Jr. Dorothy Duval Nelson Mr. Davidson Perry‐Miller Mr. and Mrs. H. Roller Shipple , Jr. Mr. and Mrs. Thomas Watson ARCH

Sco and Peggy Balin Lt. Col. & Mrs. Thomas R. Beam (Ret.) Mr. and Mrs. A.P. Boxley III Dr. Bob and Sharon Driscoll Tom and Diane Fechtel Mrs. Beate Harnad Dr. Sara Nair James Mr. and Mrs. Leslie W. Kipp Mr. Seth Liskey Chris and Betsy Li le Annie Mathot Liz and Joe McCue Mrs. Alice P. McLeod Ann D. McPherson Cheri and Phil Moran David and Heather Morgan Dr. Alice D. Murphy Dr. Julie and Mr. Stephen Plumbley Susan M. Polly Mary and Wayt Timberlake Margaret Ttee Marion Anne Ward COLUMN

Charlo e Allen Ms. Kathryn Delaney and Mr. G. William Anderson Sharon E. Angle Ms. Margaret Armstrong Mr. and Mrs. David Arnold Amanda Avery Judd & Dabney Bankert Charles and Melinda Bare Margie and Gordon Barlow David Schuenke and Michael Boren Marc Borzelleca Roger and Kennon Bowen

Mr. and Mrs. Bruce Bowers Dr. and Mrs. William C. Branscome Barbara Ann Brothers David and Candice Brown The Honorable and Mrs. Rudolph Bumgardner, III Steven and Lynda Benjamin Butler Capt. Davis & Jane Davis Cangalosi Ron and Rish Capps Robert and Paula Cash Mr. and Mrs. Theodore F.M. Cathey Michael Ceru Mr. and Mrs. Ralph Cohen Mary Hill Cole Dr. Christopher Collins Lucinda Cooke Dr. and Mrs. James R. Cooke, Jr. Peter and Faye Cooper Sophia Coplai Ed and Nan Covert Brigi e Cowan Ms. Ali a Cross Patricia Devi Mr. and Mrs. David Didawick Rick and Robin Dietrich James Harris Dillon Ruth Arnold and Louis Dolive Emma and George Drummond Mr. and Mrs. Robert E. Duke Allen M. Earman Barbara and Ray Firehock Suzanne Fisher Timothy and Samar Fitzgerald Carolyn Moore Ford Jacque and Charlie Frankfort David and Cindy Fuller Mrs. Betsy Gaffney Wayt and Sylvia Gibbs A. Renee Staton and Steve Grande Maureen and Dave Gray Ann Grey Lynn & Stan Grimm Robert Craycro and Anne Hanger Bill and Karen Hanna Patricia Hardesty Margaret Henderson Pam and Jim Huggins Francis Ferguson and David Kane Barbara Whipple and Paul Kazarov Foster Everiss and Maureen Kelly Amy Kiger Jim and Joan Kivlighan Becky Kohler Cynthia Seibels and John Kolp Swen Laser Dr. Pamela Fox and Mr. Dan Layman Ms. Le a Leadbe er Mr. and Mrs. Carter C. Lively Jim Lo Mr. and Mrs. Harry C. Lunsford Jane and Preston Manning Dr. and Mrs Robert S. Markley

Elaine E.K. McCarrick Lois Ramsey McClure Nancy M. McDaniel Frank and Be y McDonough Mr. and Mrs. Dave McGovern James McHone Catherine Melton Dave and Debbie Metz Mr. & Mrs. William S. Miller, Sr Mr. and Mrs. James S. Morrison Sally Mueller Dr. and Mrs. Dennis Nielson Margie and Walt Obenschain Steve and Shelby Owen Richard Robbins Pancake Col. (Ret.) Melissa E. Patrick Deborah Pa on Lundy and Ellen Pentz Mr. and Mrs. Leonard Pi man Roger and Louisa Priore Asterie and Eugene F. Provenzo, Jr. Mr. and Mrs. Gerald Pyle Mike and Mary Jim Quillen Bonnie Ralston Mr. and Mrs. John A. Rankin Dr. Paula O. Rau Chip Read John Reid Grace A. Rice Mr. and Mrs. James R. Ridenour Ray and Pam Robbins Cubbage Teri Robinson Carol and Buffy Shapiro William M. Saxman, Jr. Mr. and Mrs. David Shue Mr & Mrs. Theodore G. Shuey, Jr. Mr. and Mrs. W. F. Sibert Mrs. Nancy Brubeck Simon Ethel M. Smeak Anthea Smith Mr. William F. Sowers, Jr. Dr. and Mrs. Timothy D. Spencer Mr. Michael Stahl Frank and Bonny Strassler Carolyn Suffern Ms. Janet Surra Mr. and Mrs. John Swenson Mr. and Mrs. Richard Tankard Sergei Troubetzkoy Mr. and Mrs. Wilson F. Vellines, Jr. Fran & Bill Von Seldeneck Ms. Carolyn Walas Mr. and Mrs. Gordon Watkins Thomas & Cynthia Weidner, IV PLLC Hugh and Connie Wes all Louise Whipple Judith C. Wiegand Nancy Street Williams Mr. and Mrs. Richard Wills Sharon and Sco Wilson Janet and Joseph Witcofsky Bill & Kim Woodwell

Jeff and Susan Young PEDESTAL

Karen Bergmann Michael C. Brown, Architect Dr. and Mrs. Carie Buckley Louise Cissel Judy Mosedale and Brandon Collins Samuel C. Dawson Thomas and Deborah Delare Brian and Pamela De elbach BillieJeanne Dietrich Carolyn W. Dull Cordelia Gary Dr. Peggy Geren Terrell Graham Judith Green The Gutzler Family Donald & Sharlene Fowler Jerry and Wendy Harman Joe and Evy Harman Mark and Sara Hollberg Mr. and Mrs. Timothy C. Jacobson Brigi e M. Janssen Diane L. Kent Julie Kiessling Elizabeth Kirtz Joseph Knopp Elizabeth Lane David and Catherine Larson Larry Lewis Nick and Linda MacNeil Carolyn Maloney Mrs. Ann D. McMillan Vern & Kristen McKissick Daniel Metraux Rae and Chip Milbourn Ellen Lucius and Sco Milliman Chris and Paula Miner Ms. Carol B. Morency Debbie and Ed Morse Bob and Mary Beirne Nu Heather Overby Duffy Pappas Rickard and Dianne Pfizenmayer Nancy Rhea Kathryn Romig Shirley and Ralph Ruedy Robyn Sommerfield Mrs. Terry Southerington Lynn and Kevin Stockdale Robert and Misa Kobayashi Stuart Mr. and Mrs. Sidney Supple Mrs. Joan Swi Geoffrey and Julie Trump Steve and Dori Walk William T. & Jane E. Walker Dennis Ward Mary Alice Wease Robert and Mabel Lou Weiss Jane & Bas an Wimmer Lewis Wright

THANK YOU TO THE FOLLOWING FOR THEIR GENERIOUS SUPPORT IN 2020 The following supporters have donated or have designated their donation for fiscal year 2020

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GALLERIE Village Development Associates, LLC

Proteus Foundation Community Foundation

COLONNADE

Carr Family Foundation McDonough Toyota

Tracy and Sarah Wilkins Charitable Foundation

ATRIUM FirstBank and Trust Company

ARCADE

Chittum Christmas Tree Farm Elmore, Hupp & Company, P.L.C.

Frazier Associates Hiabrb Insurance Agency LLC

Knopp Enterprises, Inc. Moffett Paving & Excavating Corporation

Peterson's Car Wash Phillips Philanthropy Advisors

Sam Shell Custom Carpentry, Inc. Staunton Steam Laundry, Inc.

Staunton-Augusta-Waynesboro Habitat for Humanity Whitney J. Levin, Miller Levin PC

Wright's Dairy Rite Staunton School of Cosmetology, Inc.

THANK YOU TO OUR 2020 BUSINESS PARTNERS The following supporters have donated or have designated their donation for fiscal year 2020

Historic Staunton Foundation partners with the Staunton Community to protect, maintain, and

enhanced the sense of place created by our historic structures and the build environment.