2024-04-11T14:44:48-05:00 2023-06-30 521711839 COUNCILOR BUCHANAN & MITCHELL PC 7910 WOODMONT AVE STE 500 BETHESDA MD 20814 990 2022-07-01 521284368 THE BOARD OF REGENTS OF GUNSTON HALL INCORPORATED BOAR 7035509220 10709 GUNSTON ROAD MASON NECK VA 22079 SCOTT STROH III EXECUTIVE DIRECTOR 7035509220 2024-03-28 1 SCOTT STROH III XXX-XX-XXXX 0 DANIEL L WEAVER P01249346 3019860600 2024-03-28 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SCOTT STROH III 10709 GUNSTON ROAD MASON NECK VA 22079 3091547 0 X WWW.GUNSTONHALL.ORG X 1982 VA TO STIMULATE THE EXPLORATION AND UNDERSTANDING OF PRINCIPLES EXPRESSED BY GEORGE MASON IN THE 1776 DECLARATION OF RIGHTS. 44 44 18 142 0 0 849725 767499 17207 61671 184114 75770 77486 106504 1128532 1011444 0 0 0 0 671145 786217 0 0 117259 435323 711246 1106468 1497463 22064 -486019 5152713 4859333 79222 137151 5073491 4722182 X TO STIMULATE THE EXPLORATION AND UNDERSTANDING OF PRINCIPLES EXPRESSED BY GEORGE MASON IN THE 1776 DECLARATION OF RIGHTS. 0 0 404982 0 61671 EDUCATION - PROVIDING EDUCATIONAL TOURS AND PROGRAMS TO THE VISITING PUBLIC, INCLUDING SCHOOL CHILDREN; RESEARCHING AND DESIGNING EXHIBITS, SIGNAGE, TOUR AND BROCHURE CONTENT AND ASSISTING WITH STAFF AND VOLUNTEER TRAINING. 92217 0 0 RESTORATION - PROVIDING FOR THE PRESERVATION, MAINTENANCE, AND CARE OF THE 554-ACRE HISTORIC SITE INCLUDING THE 1755 MANSION AND 12 ASSOCIATED BUILDINGS. WORK INCLUDES PROJECTS OF VARIOUS SIZES AND SCOPES INCLUDING MECHANICAL REPAIRS, PAINTING, AND PLANNING FOR THE LONG-TERM PRESERVATION OF THE PROPERTY AND ITS ASSETS. 59202 0 0 COLLECTIONS AND RESEARCH - GUNSTON HALL CONTINUES GEORGE MASON'S LEGACY OF CONTINUING EDUCATION BY INVESTING IN A WORLD-CLASS, ON SITE REFERENCE LIBRARY, RARE BOOK COLLECTION, AND THE LARGEST ASSEMBLY OF MASON-FAMILY RELATED ARCHIVES IN THE UNITED STATES. 257210 0 0 BUSINESS ENTERPRISES 257210 0 0 813611 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 16 0 1 18 1 0 0 0 0 0 0 0 0 0 0 0 0 X 44 44 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 VA X THE ORGANIZATION 7035509220 10709 GUNSTON ROAD MASON NECK VA 22079 KATHERINE TAYLOR CAMMACK PRES. OF NATIONAL SOCIETY 2.00 X X 0 0 0 ELIZABETH STANDISH SACKSON PRES. OF VIRGINIA SOCIETY 2.00 X X 0 0 0 VIRGINIA CARSWELL NICHOLSON FIRST REGENT 2.00 1.00 X X 0 0 0 PENELOPE PAYNE VICE REGENT 2.00 X X 0 0 0 LOUISE HENDRICK PERRY TREASURER 2.00 1.00 X X 0 0 0 CAROL HOWELL RECORDING SECRETARY 2.00 X X 0 0 0 MASON MONTAGUE BAVIN CORRESPONDING SECRETARY 2.00 X X 0 0 0 KATHERINE LUCILLE BARNEY VOTING TRUSTEE 1.00 X 0 0 0 HOMOISELLE SADLER BUJOSA VOTING TRUSTEE 1.00 X 0 0 0 MARGO DEE BROWNSEY CAYLOR VOTING TRUSTEE 1.00 X 0 0 0 KATHERINE M DAVIS VOTING TRUSTEE 1.00 X 0 0 0 GRAY THORPE DIXON VOTING TRUSTEE 1.00 X 0 0 0 ELIZABETH H FIELD VOTING TRUSTEE 1.00 X 0 0 0 VIRGINIA DOUGHTON FINLEY VOTING TRUSTEE 1.00 X 0 0 0 HARRISON FLYNN GIDDENS VOTING TRUSTEE 1.00 X 0 0 0 JEANNE GOODWIN VOTING TRUSTEE 1.00 X 0 0 0 STEPHANIE DUKE HOCKENSMITH VOTING TRUSTEE 1.00 X 0 0 0 MIRIAM MAY HUNDLEY VOTING TRUSTEE 1.00 X 0 0 0 JACKIE HIGHLEY KELLY VOTING TRUSTEE 1.00 X 0 0 0 CYNTHIA H LAFFERTY VOTING TRUSTEE 1.00 X 0 0 0 NANCY EVENSON LINDLEY VOTING TRUSTEE 1.00 X 0 0 0 BARBARA CAMP LINVILLE VOTING TRUSTEE 1.00 X 0 0 0 MARY CHRISTINE LOVE VOTING TRUSTEE 1.00 X 0 0 0 DIANA DAVIS MADSEN VOTING TRUSTEE 1.00 X 0 0 0 NANCY ROBERTSON MCATEER VOTING TRUSTEE 1.00 1.00 X 0 0 0 DOROTHY WOODS MCLEOD VOTING TRUSTEE 1.00 X 0 0 0 ANNE COX MONFORE VOTING TRUSTEE 1.00 1.00 X 0 0 0 KAREN KOONTZ PARKER VOTING TRUSTEE 1.00 X 0 0 0 KATHLEEN REBECCA RAY VOTING TRUSTEE 1.00 X 0 0 0 MARY KATHERINE RECKIS MD VOTING TRUSTEE 1.00 X 0 0 0 CAROL F RUSH VOTING TRUSTEE 1.00 X 0 0 0 ANN TAYLOR SCHAEFFER VOTING TRUSTEE 1.00 X 0 0 0 MARGARET SCHUTRUMPF VOTING TRUSTEE 1.00 X 0 0 0 KATHERINE BLAKESLEE SHUTKIN VOTING TRUSTEE 1.00 X 0 0 0 CAROL E STEPHENSON VOTING TRUSTEE 1.00 X 0 0 0 CATHERINE MCCREARY STRAUCH VOTING TRUSTEE 1.00 X 0 0 0 TOODY WHITE SULLIVAN VOTING TRUSTEE 1.00 X 0 0 0 SUE ANN CARKOSKI TEMPERO VOTING TRUSTEE 1.00 X 0 0 0 SUSAN PAIGE TRACE VOTING TRUSTEE 1.00 X 0 0 0 ROWENA BOYD VAN DYKE VOTING TRUSTEE 1.00 X 0 0 0 DALE DRENNEN WALTER VOTING TRUSTEE 1.00 1.00 X 0 0 0 BONNIE WILCOXON WARD VOTING TRUSTEE 1.00 X 0 0 0 VIRGINIA SIMONDS WHITE VOTING TRUSTEE 1.00 1.00 X 0 0 0 NANCY KELLY WHITE VOTING TRUSTEE 1.00 X 0 0 0 SCOTT STROH III EXECUTIVE DIRECTOR 40.00 1.00 X 139413 0 28722 REBECCA MARTIN DIR-EDUCATION & GUEST EXPERIENCES 40.00 X 109087 0 4949 248500 0 33671 2 0 1 0 0 32650 205278 529571 767499 REGENTS' MEETINGS 900099 48272 48272 EDUCATIONAL PROGRAMS 900099 13399 13399 61671 59766 59766 41415 0 41415 41415 41415 2090467 2074463 16004 16004 16004 70729 5640 65089 65089 1011444 103086 0 140859 X 53426 13356 24042 16028 622546 556355 38236 27955 25189 21167 2369 1653 40441 25620 10688 4133 44615 42892 1723 43504 43504 18382 18382 348452 4577 324125 19750 20855 20855 65673 41232 8049 16392 13237 13237 60226 60226 2289 2289 OTHER EXPENSES 85103 11071 65262 8770 MERCHANDISE 34826 34826 DUES AND SUBSCRIPTIONS 18134 18134 EDUCATIONAL EXPERIENCES 565 565 1497463 813611 566593 117259 948838 618367 14149 24534 144316 17904 16591 10715 1968031 198947 1664704 1769084 2496733 2286111 5152713 4859333 78044 123806 1178 13345 79222 137151 X 3261513 2697822 1811978 2024360 5073491 4722182 5152713 4859333 -486019 134710 0 X X 0 1 X 1 0 X 1333808 1402122 949738 849725 767499 5302892 1333808 1402122 949738 849725 767499 5302892 606982 4695910 117967 101427 73384 99763 101181 493722 3674 3674 5800288 475674 0.80960 0.81240 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 53300 53300 53300 53300 53300 53300 53300 3907 3907 53300 53300 5116 5116 53300 1.00000 0 0 1777205 21730 1755475 89180 75571 13609 101646 101646 0 1769084 DUE TO COMMONWEALTH OF VIRGINIA 13345 13345 X 1201054 134710 67642 5640 207992 993062 18382 18382 1011444 1552363 67642 5640 73282 1479081 18382 18382 1497463 PART III, LINE 1A: THE COLLECTIONS, WHICH ARE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE ORGANIZATION'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS IN THE CONSOLIDATED STATEMENT OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED, OR AS DECREASES IN TEMPORARILY RESTRICTED NET ASSETS IF THE ASSETS USED TO PURCHASE THE ITEMS WERE RESTRICTED BY DONORS. CONTRIBUTED COLLECTIONS ARE NOT REFLECTED ON THE CONSOLIDATED FINANCIAL STATEMENTS. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASSES. PART III, LINE 4: GUNSTON HALL'S COLLECTION OF OBJECTS TELLS THE STORY OF THE MASON FAMILY AND EIGHTEENTH-CENTURY LIFE IN COLONIAL VIRGINIA. STUDYING EACH PIECE AND HOW THE FAMILY USED IT PROVIDES AN AVENUE FOR APPRECIATING WHAT WAS IMPORTANT TO THEM. CONSIDERING WHERE AND WHEN THE PIECE WAS PURCHASED INFORMS OUR UNDERSTANDING OF HOW THE MASONS WANTED TO BE REPRESENTED TO OTHERS. CURRENTLY, THE COLLECTION CONTAINS OVER FIFTY PIECES OWNED BY THE MASON FAMILY IN ADDITION TO A LARGE COLLECTION OF MID-TO-LATE EIGHTEENTH CENTURY FURNISHINGS PRODUCED IN ENGLAND AND THE CHESAPEAKE REGION. PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT CONSISTS OF INDIVIDUAL FUNDS ESTABLISHED FOR THE RESTORATION OF GUNSTON HALL AND RELATED ACTIVTIES. THEIR ENDOWMENTS INCLUDE DONOR-RESTRICTED ENDOWMENT FUNDS. NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. PART X, LINE 2: THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND, AS SUCH, IT DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION RECOGNIZES INTEREST EXPENSE AND PENALTIES RELATED TO INCOME TAXES ON UNCERTAIN TAX POSITIONS IN MANAGEMENT AND GENERAL EXPENSES ON THE CONSOLIDATED STATEMENT OF ACTIVITIES AND CHANGE IN NET ASSETS AND ACCOUNTS PAYABLE AND ACCRUED EXPENSES ON THE CONSOLIDATED STATEMENT OF FINANCIAL POSITION. THERE IS NO PROVISION IN THESE CONSOLIDATED FINANCIAL STATEMENTS FOR PENALTIES AND INTEREST RELATED TO INCOME TAXES ON UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED JUNE 30, 2023 AND 2022. TAX YEARS PRIOR TO 2018 ARE NO LONGER SUBJECT TO EXAMINATION BY THE IRS OR THE TAX JURISDICTION OF VIRGINIA. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 5,640. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 5,640. X 0 0 0 0 0 0 0 0 0 SCOTT STROH III EXECUTIVE DIRECTOR 138413 0 1000 0 0 0 480 0 28242 0 168135 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION MADE CHANGES TO THEIR BYLAWS AND POLICIES AND PROCEDURES DOCUMENTS TO CREATE A NEW COMMITTEE STRUCTURE. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF TRUSTEES RECEIVES A COPY OF THE FORM 990 FOR REVIEW. ALL QUESTIONS ARE ADDRESSED PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C ALL DIRECTORS AND OFFICERS ARE REQUIRED ANNUALLY TO FILE CONFLICT OF INTEREST STATEMENTS. THE CONFLICT OF INTEREST STATEMENTS ARE MAINTAINED BY THE COMMONWEALTH OF VIRGINIA AND CONSISTENTLY MONITORED AND ENFORCED. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD OF REGENTS OF GUNSTON HALL, INC. COMPLETES A PERFORMANCE EVALUATION OF THE EXECUTIVE DIRECTOR ANNUALLY IN JUNE. THE EXECUTIVE COMMITTEE USES THIS REVIEW TO ALSO CONSIDER AND AUTHORIZE ANY CHANGE IN THE EXECUTIVE DIRECTOR'S COMPENSATION. ALL CONSIDERATION OF COMPENSATION FOR THE EXECUTIVE DIRECTOR IS ALSO BASED ON COMMONWEALTH OF VIRGINIA PAY BANDS FOR EXECUTIVE LEVEL POSITIONS, A REVIEW OF THE AMERICAN ALLIANCE OF MUSEUMS ANNUAL SALARY SURVEY, AN EVALUATION OF COMPENSATION LEVELS AT COMPARABLE ORGANIZATIONS AND FOR COMPARABLE POSITIONS IN VIRGINIA, AND AN ANALYSIS OF PREVAILING MARKET CONDITIONS. FORM 990, PART VI, SECTION C, LINE 19 THE BOARD OF REGENTS OF GUNSTON HALL, INCORPORATED MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER: PROGRAM SERVICE EXPENSES 3,377. MANAGEMENT AND GENERAL EXPENSES 321. FUNDRAISING EXPENSES 2,597. TOTAL EXPENSES 6,295. PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 1,200. MANAGEMENT AND GENERAL EXPENSES 14,755. FUNDRAISING EXPENSES 14,100. TOTAL EXPENSES 30,055. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 309,049. FUNDRAISING EXPENSES 3,053. TOTAL EXPENSES 312,102. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. GUNSTON HALL FOUNDATION 10709 GUNSTON ROAD MASON NECK VA 22079 546121440 SUPPORT VA 501C 11B 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 GUNSTON HALL FOUNDATION C 205278