2024-03-29T09:01:37-05:00 2023-09-30 232108173 RKL LLP 3501 CONCORD ROAD STE 250 YORK PA 17402 990 2022-10-01 232969074 GETTYSBURG FOUNDATION GETT 7173381243 1195 BALTIMORE PIKE GETTYSBURG PA 17325 DANA MCDONALD VP OF FINANCE 7173381243 2024-03-27 1 DANA MCDONALD 999009999 0 DOUGLAS L BERMAN CPA P01269555 7178433804 2024-03-27 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DAVID MALGEE 1195 BALTIMORE PIKE GETTYSBURG PA 17325 17484296 0 X WWW.GETTYSBURGFOUNDATION.ORG X 1998 PA TO ENHANCE PRESERVATION AND UNDERSTANDING OF THE HERITAGE AND SIGNIFICANCE OF GETTYSBURG 20 19 113 114 0 0 5188394 3103625 10121851 10755223 609221 585611 35111 -112402 15954577 14332057 3535420 717517 0 0 4049829 4281279 86531 102615 1280540 8922332 8916604 16594112 14018015 -639535 314042 96770268 97531422 9546011 8547843 87224257 88983579 X THE GETTYSBURG FOUNDATION IS A NON-PROFIT PHILANTHROPIC, EDUCATIONAL ORGANIZATION OPERATING IN PARTNERSHIP WITH THE NATIONAL PARK SERVICE (NPS) TO PRESERVE GETTYSBURG NATIONAL MILITARY PARK AND THE EISENHOWER NATIONAL HISTORIC SITE, AND TO EDUCATE THE PUBLIC ABOUT THEIR SIGNIFICANCE. 0 0 8159333 0 9965190 THE OPERATION OF A 139,000 SQUARE FOOT MUSEUM AND VISITOR CENTER. THE GETTYSBURG MUSEUM OF THE AMERICAN CIVIL WAR FEATURES 12 EXHIBIT GALLERIES FEATURING ARTIFACTS, INTERACTIVE EXHIBITS AND HANDS-ON DISPLAYS THAT ENGAGES VISITORS OF ALL AGES WITH CONTENT THAT PLACES THE BATTLE OF GETTYSBURG INTO THE LARGER CONTEXT OF AMERICAN HISTORY, HELPING VISITORS UNDERSTAND ITS MAGNITUDE AND RELEVANCE. 1694002 717517 0 GETTYSBURG NATIONAL MILITARY PARK INTERPRETIVE AND OFFICE FACILITIES INCLUDE ALL EXPENSES ASSOCIATED WITH PROVIDING FACILITIES FOR THE INTERPRETATION, STORAGE, RESEARCH AND OFFICE SPACE FOR THE GNMP. THE FOUNDATION ALSO WORKS CLOSELY WITH THE GNMP AND THE NATIONAL PARK SERVICE TO PRESERVE LAND, MONUMENTS AND ARTIFACTS AND TO REHABILITATE THE LAND, RETURNING THE GROUND AS CLOSELY AS POSSIBLE TO ITS 1863 APPEARANCE. 1667507 0 833232 EXPENSES ASSOCIATED WITH THE FORD MOTOR COMPANY EDUCATION CENTER, LEADERSHIP PROGRAMS, THE CHILDREN OF GETTYSBURG 1863 MUSEUM, THE TICKET TO THE PAST VIRTUAL REALITY PROGRAMS AT THE GETTYSBURG LINCOLN RAILROAD STATION, AND OTHER EDUCATION AND INTERPRETIVE PROGRAMS. 11520842 1 0 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 X 114 0 1 113 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 20 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK AL AR AZ CA CO CT FL GA HI IL KS KY LA MA MD ME MI MN MO MS NC ND NH NJ NM NV NY OH OK OR PA RI SC TN UT VA WA WI WV X DANA MCDONALD VP OF FINANCE 7173381243 1195 BALTIMORE PIKE GETTYSBURG PA 17325 WAYNE E MOTTS PRESIDENT & CEO 40.00 X X 199054 0 25745 AJ KAZIMI CHAIR 10.00 X X 0 0 0 DAVID G MALGEE VICE CHAIR 10.00 X X 0 0 0 BARBARA J FINFROCK IMMEDIATE PAST CHAIR 10.00 X X 0 0 0 SHANON R TOAL JR TREASURER 10.00 X X 0 0 0 RICHARD A MORIN SECRETARY 10.00 X X 0 0 0 W CRAIG BASHEIN DIRECTOR 10.00 X 0 0 0 GORDON BEITTENMILLER DIRECTOR 1.00 X 0 0 0 CHARLES C BREAM III DIRECTOR (END 06/2023) 1.00 X 0 0 0 ADRIANA ESCHVARRIA-EISENHOWER DIRECTOR (END 06/2023) 1.00 X 0 0 0 RICHARD EDELMAN DIRECTOR 1.00 X 0 0 0 JOHN FINLEY DIRECTOR (START 06/2023) 1.00 X 0 0 0 JEFF A FRAZIER DIRECTOR 1.00 X 0 0 0 DR THAVOLIA GLYMPH DIRECTOR 1.00 X 0 0 0 JAMES HANNI DIRECTOR 1.00 X 0 0 0 ROBERT IULIANO DIRECTOR 1.00 X 0 0 0 COL HAL KUSHNER DIRECTOR 1.00 X 0 0 0 TOD MACKENZIE DIRECTOR 1.00 X 0 0 0 H TURNEY MCKNIGHT DIRECTOR 1.00 X 0 0 0 DR CAROL REARDON DIRECTOR 1.00 X 0 0 0 JON SIRLIN DIRECTOR 1.00 X 0 0 0 JOSPEH SUAREZ DIRECTOR 1.00 X 0 0 0 DANA MCDONALD VP FOR FINANCE 40.00 X 142105 0 48632 BRIAN KLINZING VP FOR PHILANTHROPY 40.00 X 141787 0 30896 BRIAN SHAFFER VP OF FACILITIES 40.00 X 115405 0 37515 598351 0 142788 4 0 1 0 GETTYSBURG TOURS INC 789 BALTIMORE STREET SUITE 101 GETTYSBURG PA 17325 VISITOR BUS TOURS 786116 GETTYSBURG CONSTRUCTION CO 828 BIGLERVILLE RD GETTYSBURG PA 17325 CONSTRUCTION 381139 ARAMARK CORPORATION 1101 MARKET STREET PHILADELPHIA PA 19107 FOOD SERVICE 196823 SCHAAD DETECTIVE AGENCY INC 1114 ROOSEVELT AVE YORK PA 17404 SECURITY 188454 ELECTROSONIC INC 478 ELDEN ST PMB 117 HERNDON VA 20170 AV ONSITE 151293 7 1278302 348507 1476816 84057 3103625 TICKETING INCOME 611710 5578873 5578873 TOUR REVENUE 611710 2333913 2333913 COMMISSION INCOME 611710 2083702 2083702 PROGRAM EVENT INCOME 611710 758735 758735 10755223 479427 479427 23825 0 23825 23825 23825 2983340 2877156 106184 106184 106184 41220 348507 208940 -167720 -167720 85517 66143 19374 19374 OTHER INCOME 900099 12119 12119 12119 14332057 10798422 0 430010 717517 717517 426212 289980 71852 64380 3075404 2113369 491228 470807 126218 66746 35874 23598 390027 249611 91177 49239 263418 185521 41490 36407 18685 1084 17601 26925 26925 102615 102615 48823 48823 220503 49671 131219 39613 227960 162464 65496 719357 413131 71936 234290 295352 158190 89491 47671 1163732 1112234 9098 42400 258776 211553 25178 22045 336292 336292 2972187 2914758 37800 19629 175641 133428 21543 20670 TICKETING AND RESERVATI 1242985 1238964 420 3601 GUIDE AND SPEAKER FEES 971897 970624 345 928 ADMISSION TAX 169236 169236 MEMBERSHIP EXPENSES 36945 2348 34597 31308 24121 4633 2554 14018015 11520842 1216633 1280540 3878200 2570455 948154 3000000 112749 98697 532763 539484 24549 17651 226923 314195 112482799 49026027 65686262 63456772 14784304 16889970 24971 24501 10551393 10619697 96770268 97531422 1545951 1725899 956359 825940 6870000 5855000 173701 141004 9546011 8547843 X 75500415 77100090 11723842 11883489 87224257 88983579 96770268 97531422 X 314042 1351826 93454 X X 0 1 X 1 0 X 3495055 4749981 4352193 3473794 3103625 19174648 3495055 4749981 4352193 3473794 3103625 19174648 1337527 17837121 213734 232958 171314 289665 503252 1410923 17673 2258 23847 2677 12119 58574 20644145 42670613 0.86400 0.83400 X X X 2 61.00 0 0 0 1 0 1.00 0 1 10553893 X X X 1 758182 105102 115535 5580 973239 694059 223260 -153566 5571 758182 515874 83085 106675 11575 694059 327152 158461 34764 4503 515874 289872 35584 5309 3613 327152 0.10650 0.73940 0.15410 1 0 19777722 19777722 59613180 31352048 28261132 4640957 3719968 920989 28450940 13954011 14496929 63456772 COLLECTIONS 10553893 RIGHT OF USE ASSET - OPERATING LEASE 65804 10619697 MUSEUM LAND LEASE LIABILITY 16436 OBLIGATION DUE UNDER INTEREST RATE SWAP AGREEMENT 58487 OBLIGATIONS UNDER OPERATING LEASE 66081 141004 X 16004262 1351826 665 368537 1721028 14283234 48823 48823 14332057 14244940 665 275083 275748 13969192 48823 48823 14018015 PART II, LINE 9: WITH DONOR RESTRICTED NET ASSETS INCLUDE A SCENIC EASEMENT ON 61 ACRES OF LAND THAT IS ADJACENT TO THE MUSEUM AND VISITOR CENTER. THE PURPOSE OF THE EASEMENT IS TO AID THE FOUNDATION TO PRESERVE, PROTECT, AND MAINTAIN IN PERPETUITY THE RESIDENTIAL OR AGRICULTURAL USE AND SIZE OF THE PROPERTY. THIS WAS RECEIVED AS AN IN-KIND CONTRIBUTION FROM A DONOR AND IS BASED ON THE APPRAISED VALUE OF $9,845,000 WHEN IT WAS TRANSFERRED IN 2009. PART III, LINE 4: THE GETTYSBURG MUSEUM HOLDS ARTIFACTS FROM THE CIVIL WAR THAT ARE ON DISPLAY FOR THE PUBLIC. THE MUSEUM ALSO HOLDS ARTWORK DEPICTING HISTORICAL THEMES. PART V, LINE 4: THE FOUNDATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENTS, WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. ENDOWMENT ASSETS INCLUDE THOSE ASSETS OF DONOR-RESTRICTED FUNDS THAT THE FOUNDATION MUST HOLD IN PERPETUITY OR FOR A DONOR-SPECIFIED PERIOD. UNDER THIS POLICY, AS APPROVED BY THE BOARD OF DIRECTORS, THE ENDOWMENT ASSETS ARE INVESTED IN A MANNER THAT IS INTENDED TO PRODUCE RESULTS TO ALLOW THE FOUNDATION TO FUND THE APPROPRIATE PROGRAMS WHILE ASSUMING A MODERATE LEVEL OF INVESTMENT RISK. THE APPROVED SPENDING RATE IS UP TO 5% PER ANNUM, BUT A HIGHER RATE OR SPECIAL WITHDRAWAL CAN BE AUTHORIZED BY THE BOARD OF DIRECTORS. PART X, LINE 2: U.S. GAAP PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT MEASUREMENT OF THE TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN AND PROVIDES GUIDANCE RELATED TO CLASSIFICATION AND DISCLOSURE MATTERS. ADJUSTMENTS, IF ANY, FOR UNCERTAIN TAX POSITIONS WOULD BE RECORDED AS A LIABILITY. GETTYSBURG FOUNDATION WOULD ALSO RECOGNIZE ACCRUALS FOR INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS IN ITS INTEREST EXPENSE. MANAGEMENT EVALUATED THE TAX POSITIONS TAKEN AND CONCLUDED GETTYSBURG FOUNDATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. GETTYSBURG FOUNDATION FILES FEDERAL AND VARIOUS STATE INCOME TAX RETURNS. WITH FEW EXCEPTIONS, GETTYSBURG FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR TAX YEARS BEFORE SEPTEMBER 30, 2020. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF INTEREST RATE SWAP 92,985. CHANGE IN VALUE OF SPLIT-INTEREST ANNUITY LIABILITY 469. COST OF GOOD SOLD - INVENTORY 66,143. FUNDRAISING EXPENSES 208,940. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOOD SOLD - INVENTORY 66,143. FUNDRAISING EXPENSES 208,940. X 1 THE LUKENS COMPANY 2800 SHIRLINGTON ROAD SUITE 900 ARLINGTON VA 22206 DIRECT MAIL ACQUISITION 0 67744 102615 -34871 67744 102615 -34871 FALL GALA 382992 348507 34485 84727 34225 77153 FC EVENT 6000 6000 3623 4782 388992 348507 40485 88350 34225 81935 204510 -164025 0 NATIONAL PARK SERVICE 1849 C STREET NW WASHINGTON DC 20240 530197094 501(C)(3) 714948 0 SUPPORT PRESERVATION EFFORTS - REHABILITATION PROJECT 1 0 PART I, LINE 2: NO FORMAL PROCEDURES FOR THE MONITORING OF GRANTS IS CURRENTLY IN PLACE. GETTYSBURG FOUNDATION HAS WRITTEN AGREEMENTS WITH GETTYSBURG NATIONAL MILITARY PARK AND NATIONAL PARK SERVICE THAT DETAIL THE FUNDS TO BE GRANTED. THE ENTITITES WORK CLOSELY TOGETHER TO IDENTIFY THE UPCOMING NEEDS OF EACH ORGANIZATION AND SPECIFY THE PROGRAMS TO WHICH FUNDS WILL GO TO SUPPORT. 1 X X X 0 0 0 0 0 0 0 0 0 WAYNE E MOTTS PRESIDENT & CEO 199054 0 0 0 0 0 12075 0 13670 0 224799 0 0 0 DANA MCDONALD VP FOR FINANCE 142105 0 0 0 0 0 9062 0 39570 0 190737 0 0 0 BRIAN KLINZING VP FOR PHILANTHROPY 141787 0 0 0 0 0 9099 0 21797 0 172683 0 0 0 BRIAN SHAFFER VP OF FACILITIES 115405 0 0 0 0 0 7250 0 30265 0 152920 0 0 0 A ADAMS COUNTY PA INDUSTRY DEVELOPMENT AUTHORITY 232988777 006116AG2 2006-12-01 15000000 CONSTRUCT & FINANCE A VISITOR CENTER AT THE GETTYSBURG NAT'L MILITARY PARK 0 0 0 A 9145000 15000000 297090 15000000 2008 0 0 1 1 A 0 0 0 0 0 0 0 A 1 1 1 MANUFACTURES & TRADERS TRUST 20.000000000000 0 0 0 0 0 A 0 X 1 22000 APPRAISAL X 1 6057 FAIR MARKET VALUE X 1 2500 COMPARATIVE MARKET VALUE X 1 53500 APPRAISAL 2 0 1 0 PART I, COLUMN (B): NUMBER OF CONTRIBUITIONS IS THE NUMBER OF ITEMS RECEIVED FOR THAT TYPE OF PROPERTY. FORM 990, PART V, LINE 1C: THE ORGANIZATION DID NOT HAVE ANY INSTANCES WHERE BACKUP WITHHOLDING WAS REQUIRED; HOWEVER, IF THE SITUATION WOULD ARISE, THE ORGANIZATION IS AWARE OF THE REPORTING REQUIREMENTS AND WOULD HANDLE THAT ACCORDINGLY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS MADE AVAILABLE FOR REVIEW BY THE BOARD OF DIRECTORS AND IS REVIEWED AND APPROVED BY THE AUDIT COMMITTEE BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY APPLIES TO THE FOUNDATION DIRECTORS, OFFICERS, AND MANAGEMENT EMPLOYEES. ALL RELATED PARTIES ARE REQUIRED TO DISCLOSE THOSE RELATIONSHIPS MAINTAINED BY THEM WITH ORGANIZATIONS THAT DO BUSINESS WITH THE FOUNDATION OR WHICH OTHERWISE COULD BE CONSTRUED TO POTENTIALLY AFFECT THEIR INDEPENDENT, UNBIASED JUDGEMENT IN LIGHT OF THEIR DECISION-MAKING AUTHORITY OR RESPONSIBILITY. IN THE EVENT THAT A RELATED PARTY IS UNCERTAIN AS TO THE APPROPRIATENESS OF DISCLOSING A PARTICULAR RELATIONSHIP, THE CHAIR OF THE BOARD OF DIRECTORS OR THE PRESIDENT SHOULD BE CONSULTED. THEY IN TURN MAY CONSULT WITH LEGAL COUNSEL, THE EXECUTIVE COMMITTEE, OR THE BOARD OF DIRECTORS. DIRECTORS OR OFFICERS WHO HAVE DECLARED OR BEEN FOUND TO HAVE A CONFLICT OF INTEREST WITH RESPECT TO A MATTER SHALL REFRAIN FROM PARTICIPATING IN CONSIDERATION OF THE MATTER, UNLESS FOR SPECIAL REASONS THE BOARD OF DIRECTORS REQUESTS INFORMATION, INTERPRETATION, OR OTHER PARTICIPATION. PERSONS WITH SUCH CONFLICTS SHALL NOT VOTE NOR BE PRESENT AT THE TIME OF VOTE. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT'S COMPENSATION IS ESTABLISHED/REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD USING COMPARABLE DATA FROM SIMILARLY SITUATED NON-PROFITS. THE EXECUTIVE COMMITTEE APPROVES THE COMPENSATION AND IT IS INCLUDED IN THE ANNUAL BUDGET, WHICH IS APPROVED BY THE BOARD. DELIBERATIONS AND DECISIONS ARE DOCUMENTED. THE COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES IS ALSO COMPARED TO POSITIONS AT OTHER SIMILARLY SITUATED NON-PROFITS. COMPENSATION FOR THESE POSITIONS ARE ESTABLISHED/REVIEWED BY THE PRESIDENT AND INCLUDED IN THE ANNUAL BUDGET, WHICH IS APPROVED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE FOR PUBLIC INSPECTION AS THIS IS NOT REQUIRED BY FEDERAL OR STATE LAW. THE ORGANIZATION INCLUDES A COPY OF ITS FINANCIAL STATEMENTS WITH THE STATE REGISTRATION FILED WITH THE PENNSYLVANIA DEPARTMENT OF THE STATE, BUREAU OF CHARITABLE ORGANIZATIONS. THESE DOCUMENTS ARE A MATTER OF PUBLIC RECORD AND CAN BE VIEWED AT THE BUREAU OFFICE. COPIES OF THE ORGANIZATIONS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS WILL BE PROVIDED UPON REQUEST OF A DONOR. FORM 990, PART XI, LINE 9: UNREALIZED GAIN ON INTEREST RATE SWAP 92,985. CHANGE IN VALUE OF SPLIT-INTEREST ANNUITY LIABILITY 469. FORM 990, PART XI, LINE 2C: THE AUDIT COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PREVIOUS YEAR.