MARINE CORPS HERITAGE FOUNDATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MARINE CORPS HERITAGE FOUNDATION (EIN 26-0803466)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-05
- IRS object ID
- 202413109349300436
- Schema version
- 2023v5.1
- 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 I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-05T09:35:01-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521446779 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNSON LAMBERT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4242 SIX FORKS ROAD SUITE 1500 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27609 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 260803466 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARINE CORPS HERITAGE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARI | BusinessNameControlTxt |
| Phone | 7036407965 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1775 SEMPER FIDELIS WAY | AddressLine1Txt |
| City | TRIANGLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22172 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MAJGEN JAMES W LUKEMAN | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 7036407965 | PhoneNum |
| Signature | 2024-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | J CALVIN MARKS | PreparerPersonNm |
| PTIN | P01226973 | PTIN |
| Phone | 9197196400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MAJGEN JAMES W LUKEMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1775 SEMPER FIDELIS WAY | AddressLine1Txt |
| City | TRIANGLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22172 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $18,582,284 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MARINEHERITAGE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1979 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | PRESERVE AND PROMULGATE THE HISTORY, TRADITIONS, AND CULTURE OF THE MARINE CORPS AND EDUCATE ALL AMERICANS IN ITS VIRTUES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 52 | TotalEmployeeCnt |
| Total Volunteers | 18 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,321,575 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,905,507 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $908,983 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,000,809 | CYProgramServiceRevenueAmt |
| PY Investment Income | $434,017 | PYInvestmentIncomeAmt |
| CY Investment Income | $747,448 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,239 | PYOtherRevenueAmt |
| CY Other Revenue | $8,038 | CYOtherRevenueAmt |
| PY Total Revenue | $9,665,814 | PYTotalRevenueAmt |
| CY Total Revenue | $9,661,802 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $271,507 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $144,858 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,126,421 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,554,031 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $455,099 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $506,848 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,795,470 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $10,078,986 | PYOtherExpensesAmt |
| CY Other Expenses | $11,061,141 | CYOtherExpensesAmt |
| PY Total Expenses | $12,932,013 | PYTotalExpensesAmt |
| CY Total Expenses | $14,266,878 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,266,199 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$4,605,076 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $116,893,125 | TotalAssetsBOYAmt |
| Total Assets EOY | $114,407,688 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,666,205 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,846,633 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $114,226,920 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $111,561,055 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MARINE CORPS HERITAGE FOUNDATION PRESERVES AND PROMULGATES THE HISTORY, TRADITIONS AND CULTURE OF THE MARINE CORPS AND EDUCATES ALL AMERICANS IN ITS VIRTUES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $8,686,640 | ExpenseAmt |
| Revenue | $821,943 | RevenueAmt |
| Desc | PROGRAMS FOR THE NATIONAL MUSEUM OF THE MARINE CORPS INCLUDE SUPPORT FOR MUSEUM COLLECTIONS/EXHIBITS, ARTWORK, EDUCATIONAL PROGRAMS, COMMUNITY OUTREACH EFFORTS, A VOLUNTEER DOCENT PROGRAM, PAYROLL SUPPORT FOR INTERNS AND SPECIAL ASSISTANTS, MARKETING, AND HERITAGE CENTER PROPERTY/GROUNDS MAINTENANCE. THE FOUNDATION CONDUCTS ALL RETAIL OPERATIONS WITHIN THE MUSEUM WHICH INCLUDE THE GIFT SHOP, TWO RESTAURANTS, SPECIAL EVENTS, A LASER RIFLE RANGE, AND A GIANT SCREEN MOVIE THEATER SHOWING THE FOUNDATION'S FEATURE FILM, "WE, THE MARINES". DURING 2023, THE MUSEUM HOSTED 47,504 VIRTUAL AND IN PERSON STUDENTS AND A TOTAL OF 344,652 VISITORS. THE INTERN/SPECIAL ASSISTANT PROGRAMS HAD 15 STAFF MEMBERS WITH SUPPORT TOTALING $471,432, TRAVELING EXHIBITS SUPPORT TOTALED $45,989 , AND MAINTENANCE SUPPORT TOTALED $168,725. TOTAL EXPENSES INCLUDE $5.3M DEPRECIATION ON THE MUSEUM AND HERITAGE CENTER. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,270,291 | ExpenseAmt |
| Grant | $58,500 | GrantAmt |
| Revenue | $178,866 | RevenueAmt |
| Desc | OTHER FOUNDATION PROGRAMS INCLUDE SUPPORT FOR ANNUAL NATIONAL HISTORY DAY (NHD) COMPETITIONS, GRANTS FOR USMC HISTORICAL PROJECTS; USMC BAND CONCERTO AND "CALL FOR SCORES" MUSIC COMPETITIONS AND STAFF ASSISTANCE; EVENTS HONORING SIGNIFICANT DATES IN USMC HISTORY, AND AN ANNUAL AWARDS PROGRAM RECOGNIZING EXEMPLARY WORK THAT FURTHERS THE UNDERSTANDING OF MARINE CORPS HISTORY AND TRADITIONS. GRANTS IN SUPPORT OF NHD TOTALED $3,500. THE AWARDS PROGRAM HAD 17 WINNERS RECEIVING A TOTAL OF $34,00 IN CASH PRIZES. USMC BAND SUPPORT INCLUDED 4 MUSIC COMPETITION CASH PRIZES TOTALING $21,030 AND 1 STAFF MEMBER WITH SUPPORT TOTALING $22,501. SPECIAL PROJECT GRANTS TOTALING $10,507 WERE ISSUED TO 3 RECIPIENTS; AND 3 GRANTS TOTALING $95,525 WERE AWARDED TO THE USMC HISTORICAL COMPANY, UNIVERSITY OF SC EDUCATIONAL FOUNDATION AND TWO LOCAL ELEMENTARY SCHOOLS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $171,086 | ExpenseAmt |
| Grant | $86,358 | GrantAmt |
| Desc | HISTORICAL PROGRAMS INCLUDE SUPPORT FOR THE MARINE CORPS UNIVERSITY HISTORY DIVISION'S INTERNS, RESEARCH GRANTS AND FELLOWSHIPS, AND ACADEMIC DEGREE SCHOLARSHIPS. DURING 2023, 1 EDUCATIONAL GRANTS WERE AWARDED TOTALING $40,833; AND THE USMC HISTORY DIVISION INTERN / SPECIAL ASSISTANT PROGRAM HAD 2 STAFF MEMBERS WITH SUPPORT TOTALING $82,926. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $10,128,017 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 14 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 52 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENNIFER VANDERVELD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7036492363 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1775 SEMPER FIDELIS WAY | AddressLine1Txt |
| City | TRIANGLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22172 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| GEN GARY THOMAS | |||||||
| CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHN K FRENCH | |||||||
| VICE CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RICHARD P MOXLEY | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RICHARD HARTNACK | |||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LTCOL DAVID ARMSTRONG | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| B THOMAS FRANA JR | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| COL GF ROBERT HANKE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KRISTIN HOUSTON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HEATHER ICHORD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN C JONES | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| B TODD JONES | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SGTMAJ CARLTON KENT | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LTCOL AJ LAHASZOW | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVE LOGAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN ROCCO | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID STULB | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GEN THOMAS WALDHAUSER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MAJGEN BURKE WHITMAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MAJGEN JAMES W LUKEMAN | |||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | $245,785 | $0 | $17,019 | ||
| JENNIFER VANDERVELD | |||||||
| COO | 40.00 | Yes (X) | $205,130 | $0 | $22,463 | ||
| HOLLY DEVENDORF | |||||||
| CONTROLLER | 40.00 | $107,201 | $0 | $22,970 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $558,116 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $62,452 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CONSIGLI CONSTRUCTION | |||||
| 72 SUMNER ST | MILFORD | MA | 01757 | CONSTRUCTION | $2,636,803 |
| WUNDERMAN THOMPSON LLC | |||||
| 3630 PEACHTREE RD NE STE 1200 | ATLANTA | GA | 30326 | CONSULTING | $819,161 |
| DIRECT MAIL SOLUTIONS | |||||
| 4650 OAKLEYS LANE | RICHMOND | VA | 23231 | FUNDRAISING | $749,315 |
| LAUTMAN MASKA NEILL & COMPANY | |||||
| 1730 RHODE ISLAND AVE NW SUITE 30 | WASHINGTON | DC | 20036 | FUNDRAISING | $501,931 |
| PATTON KIEHL | |||||
| 17026 BULL CHURCH ROAD | WOODFORD | VA | 22580 | FUNDRAISING | $468,857 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 16 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $7,905,507 | AllOtherContributionsAmt |
| Noncash Contributions | $626,382 | NoncashContributionsAmt |
| Total Contributions | $7,905,507 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SPECIAL EVENTS | 900099 | $347,650 | $347,650 |
| MUSEUM GIFT SHOP REVENUE | 455000 | $319,885 | $319,885 |
| THEATER/RIFLE RANGE REVENUE | 711110 | $173,991 | $173,991 |
| RESTAURANT REVENUE | 722513 | $159,283 | $159,283 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,000,809 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $740,254 | TotalRevenueColumnAmt |
| Exclusion | $740,254 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,609 | TotalRevenueColumnAmt |
| Exclusion | $5,609 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,927,676 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,918,308 | SecuritiesAmt |
| Other | $2,174 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,368 | SecuritiesAmt |
| Other | -$2,174 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,194 | TotalRevenueColumnAmt |
| Exclusion | $7,194 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DISCOUNTS TAKEN | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $2,429 | TotalRevenueColumnAmt |
| Exclusion | $2,429 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,429 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,661,802 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,000,809 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $755,486 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,525 | TotalAmt |
| Program Services | $45,525 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,333 | TotalAmt |
| Program Services | $99,333 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $490,397 | TotalAmt |
| Program Services | $265,927 | ProgramServicesAmt |
| Management And General | $73,422 | ManagementAndGeneralAmt |
| Fundraising | $151,048 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,713,662 | TotalAmt |
| Program Services | $960,100 | ProgramServicesAmt |
| Management And General | $245,044 | ManagementAndGeneralAmt |
| Fundraising | $508,518 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,325 | TotalAmt |
| Program Services | $27,724 | ProgramServicesAmt |
| Management And General | $18,650 | ManagementAndGeneralAmt |
| Fundraising | $35,951 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,374 | TotalAmt |
| Program Services | $38,854 | ProgramServicesAmt |
| Management And General | $26,137 | ManagementAndGeneralAmt |
| Fundraising | $50,383 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,273 | TotalAmt |
| Program Services | $85,313 | ProgramServicesAmt |
| Management And General | $21,774 | ManagementAndGeneralAmt |
| Fundraising | $45,186 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,042 | TotalAmt |
| Program Services | $29,292 | ProgramServicesAmt |
| Management And General | $10,818 | ManagementAndGeneralAmt |
| Fundraising | $19,932 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $506,848 | TotalAmt |
| Fundraising | $506,848 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,433 | TotalAmt |
| Management And General | $94,433 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,392,898 | TotalAmt |
| Program Services | $1,043,369 | ProgramServicesAmt |
| Management And General | $30,473 | ManagementAndGeneralAmt |
| Fundraising | $319,056 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,571 | TotalAmt |
| Program Services | $131,496 | ProgramServicesAmt |
| Fundraising | $9,075 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $201,664 | TotalAmt |
| Program Services | $84,199 | ProgramServicesAmt |
| Management And General | $66,334 | ManagementAndGeneralAmt |
| Fundraising | $51,131 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $312,230 | TotalAmt |
| Program Services | $170,375 | ProgramServicesAmt |
| Management And General | $64,283 | ManagementAndGeneralAmt |
| Fundraising | $77,572 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $290,639 | TotalAmt |
| Program Services | $260,243 | ProgramServicesAmt |
| Management And General | $24,394 | ManagementAndGeneralAmt |
| Fundraising | $6,002 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,737 | TotalAmt |
| Program Services | $5,772 | ProgramServicesAmt |
| Management And General | $2,498 | ManagementAndGeneralAmt |
| Fundraising | $2,467 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,164 | TotalAmt |
| Program Services | $5,155 | ProgramServicesAmt |
| Management And General | $69,128 | ManagementAndGeneralAmt |
| Fundraising | $3,881 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,889 | TotalAmt |
| Program Services | $25,643 | ProgramServicesAmt |
| Management And General | $1,246 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,663,965 | TotalAmt |
| Program Services | $5,606,825 | ProgramServicesAmt |
| Management And General | $20,102 | ManagementAndGeneralAmt |
| Fundraising | $37,038 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,513 | TotalAmt |
| Program Services | $83,128 | ProgramServicesAmt |
| Management And General | $22,385 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DIRECT MAIL | $2,042,751 | $553,263 | $548,164 | $941,324 |
| MUSEUM SUPPORT | $338,323 | $338,323 | ||
| SPECIAL EVENTS | $260,989 | $246,560 | $14,429 | |
| TAXES AND LICENSES | $40,699 | $20,964 | $4,106 | $15,629 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $634 | TotalAmt |
| Program Services | $634 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,266,878 | TotalAmt |
| Program Services | $10,128,017 | ProgramServicesAmt |
| Management And General | $1,343,391 | ManagementAndGeneralAmt |
| Fundraising | $2,795,470 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,549,599 | TotalAmt |
| Program Services | $553,263 | ProgramServicesAmt |
| Management And General | $548,164 | ManagementAndGeneralAmt |
| Fundraising | $1,448,172 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,797,046 | BOYAmt |
| EOY | $2,057,278 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,630,837 | BOYAmt |
| EOY | $6,476,691 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,482,291 | BOYAmt |
| EOY | $3,462,285 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $227,250 | BOYAmt |
| EOY | $67,843 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $209,507 | BOYAmt |
| EOY | $225,356 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $126,602,174 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $67,932,346 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,250,513 | BOYAmt |
| EOY | $58,669,828 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,410,207 | BOYAmt |
| EOY | $15,194,098 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $319,739 | BOYAmt |
| EOY | $344,970 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,565,735 | BOYAmt |
| EOY | $27,909,339 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,893,125 | BOYAmt |
| EOY | $114,407,688 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $845,119 | BOYAmt |
| EOY | $1,717,637 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,985 | BOYAmt |
| EOY | $27,985 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,241,206 | BOYAmt |
| EOY | $620,603 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $488,895 | BOYAmt |
| EOY | $480,408 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,666,205 | BOYAmt |
| EOY | $2,846,633 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,632,641 | BOYAmt |
| EOY | $109,899,224 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,594,279 | BOYAmt |
| EOY | $1,661,831 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,226,920 | BOYAmt |
| EOY | $111,561,055 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,893,125 | BOYAmt |
| EOY | $114,407,688 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$4,605,076 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,826,325 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $112,886 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,308,855 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,336,138 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,959,277 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,321,575 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,905,507 | CurrentTaxYearAmt |
| Total | $45,831,352 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,308,855 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,336,138 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,959,277 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,321,575 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,905,507 | CurrentTaxYearAmt |
| Total | $45,831,352 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,034,048 | SubstantialContributorsTotAmt |
| Public Support Total170 | $43,797,304 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $410,317 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $359,547 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $441,472 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $434,861 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $745,863 | CurrentTaxYearAmt |
| Total | $2,392,060 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $440 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $186 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $64 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,429 | CurrentTaxYearAmt |
| Total | $3,119 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $48,226,531 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3,616,776 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.90820 | PublicSupportCY170Pct |
| Public Support PY170 | 0.92180 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $770,708 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $83,078 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $45,957 | OtherExpendituresAmt |
| End Year Balance | $807,829 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,000,417 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$111,673 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $118,036 | OtherExpendituresAmt |
| End Year Balance | $770,708 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,077,073 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $36,167 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $112,823 | OtherExpendituresAmt |
| End Year Balance | $1,000,417 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,074,519 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $70,880 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $68,326 | OtherExpendituresAmt |
| End Year Balance | $1,077,073 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,026,931 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $56,417 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,829 | OtherExpendituresAmt |
| End Year Balance | $1,074,519 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $123,903,588 | OtherCostOrOtherBasisAmt |
| Depreciation | $66,273,950 | DepreciationAmt |
| Book Value | $57,629,638 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,451,090 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,425,817 | DepreciationAmt |
| Book Value | $1,025,273 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $247,496 | OtherCostOrOtherBasisAmt |
| Depreciation | $232,579 | DepreciationAmt |
| Book Value | $14,917 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $58,669,828 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| CONSTRUCTION IN PROGRESS | $27,312,278 |
| RETIREMENT PLAN ASSETS | $441,043 |
| CASH SURRENDER VALUE OF LIFE INSURANCE | $111,186 |
| ROU LEASE ASSET | $39,124 |
| DEPOSITS | $5,708 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $27,909,339 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| RETIREMENT PLAN LIABILITY | $441,043 |
| ROU LEASE LIABILITY | $39,365 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $480,408 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $11,540,475 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,826,325 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $144,607 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $2,174 | OtherRevenueAmt |
| Revenue Not Reported | $1,973,106 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,567,369 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $94,433 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $94,433 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,661,802 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $14,206,340 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $144,607 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $2,174 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $146,781 | ExpensesNotReportedAmt |
| Expenses Subtotal | $14,059,559 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $94,433 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $112,886 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $207,319 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $14,266,878 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | MCHF ENDOWMENT FUNDS ARE TO BE USED FOR THE PAYMENT OF VARIOUS AWARDS, FELLOWSHIPS AND GRANTS; AND THE DEVELOPMENT OF EDUCATIONAL PROGRAMS. |
| PART X, LINE 2: | MANAGEMENT HAS CONCLUDED THAT THE FOUNDATION HAS MAINTAINED ITS TAX EXEMPT STATUS AND THAT THERE ARE NO UNCERTAIN TAX POSITIONS AT DECEMBER 31, 2023. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FIXED ASSET DISPOSAL 2,174. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FIXED ASSET DISPOSAL 2,174. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | BAD DEBT EXPENSE/PLEDGE ALLOWANCE ADJUSTMENTS 112,386. RETURN GRANTS 500. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAUTMAN MASKA NEILL & CO | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1730 RHODE ISLAND AVE NW STE 301 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | DIRECT MAIL CONSULTANT | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $4,328,413 | GrossReceiptsAmt |
| Retained By Contractor | $2,549,599 | RetainedByContractorAmt |
| Net To Organization | $1,778,814 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $4,328,413 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $2,549,599 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $1,778,814 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | FormAndLineReferenceDesc |
| Explanation | MOST PAYMENTS WERE MADE TO SUB-CONTRACTORS AS PART OF THE DIRECT-MAILING PROGRAM. TOTAL PAYMENTS TO SUBCONTRACTORS FOR 2022 WAS $2,108,689 | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | USMC HISTORICAL COMPANY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3807 BAKER VALLEY ROAD | AddressLine1Txt |
| City | FREDERICK | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21704 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 521470609 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $45,000 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | PROGRAM SUPPORT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| AWARDS AND PRIZES | 27 | $58,500 |
| EDUCATIONAL GRANTS | 1 | $40,833 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANT APPLICATIONS FOR EDUCATIONAL DEGREES, HISTORICAL RESEARCH AND PUBLICATIONS ARE INITIALLY REVIEWED BY THE MARINE CORPS UNIVERSITY HISTORY DIVISION'S STAFF AND THEN BY THE FOUNDATION'S AWARDS COMMITTEE. APPROVED APPLICANTS RECEIVE ONE-HALF OF THE GRANT UPON ACCEPTANCE AND THE BALANCE WHEN A SATISFACTORY PRODUCT IS RECEIVED. APPLICATIONS FOR THE FOUNDATION'S ANNUAL AWARDS COMPETITION ARE REVIEWED AND VOTED UPON BY VOLUNTEER JUDGES WHO ARE BEST SUITED TO REVIEW THE TYPES OF WORK SUBMITTED IN EACH CATEGORY (PHOTOGRAPHY, LITERATURE, ART, NEWS, ETC.). WINNERS ARE PRESENTED CASH PRIZES AND RECOGNIZED AT THE FOUNDATION'S ANNUAL AWARDS BANQUET. ANNUAL CONCERTO COMPETITION AND MUSIC COMPOSITION WINNERS ARE DETERMINED BY THE USMC BAND. THE FOUNDATION PRESENTS CASH PRIZES TO THE CONCERTO WINNERS AT THE EVENT. REQUESTS FOR SPECIAL PROJECT GRANTS ARE SUBMITTED TO THE FOUNDATION'S PRESIDENT / CEO FOR CONSIDERATION. PROJECTS THAT FULFIL THE FOUNDATION'S MISSION ARE APPROVED ON A CASE BY CASE BASIS AND FUNDED AS NEEDED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MAJGEN JAMES W LUKEMAN | ||||||||||||||
| PRESIDENT & CEO | $235,785 | $0 | $10,000 | $0 | $0 | $0 | $15,000 | $0 | $2,019 | $0 | $262,804 | $0 | $0 | $0 |
| JENNIFER VANDERVELD | ||||||||||||||
| COO | $200,130 | $0 | $5,000 | $0 | $0 | $0 | $10,250 | $0 | $12,213 | $0 | $227,593 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 14 | ContributionCnt |
| Noncash Contributions Rpt F990 | $626,382 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | THE FIGURE IN COLUMN B REFLECTS THE NUMBER OF CONTRIBUTIONS, NOT THE NUMBER OF ITEMS RECEIVED. |
| PART I, LINE 32B: | DONATED STOCK CONTRIBUTIONS ARE SENT DIRECTLY TO CHARLES SCHWAB TO BE IMMEDIATELY SOLD AND THE PROCEEDS REMITTED TO THE FOUNDATION. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS EMAILED TO ALL BOARD MEMBERS. EACH BOARD MEMBER ACKNOWLEDGES RECEIPT VIA RETURN EMAIL TO THE FOUNDATION PRIOR TO FILING FORM 990 WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY. THE POLICY COVERS DIRECTORS AND ALL EMPLOYEES. JENNIFER VANDERVELD, COO, IS RESPONSIBLE FOR MONITORING COMPLIANCE. AT THIS TIME, NO CONFLICTS HAVE OCCURRED. IN THE EVENT OF A CONFLICT OF INTEREST OR SUSPECTED FRAUDULENT ACTIVITY, THE BOARD CHAIRMAN AND PRESIDENT/CEO ARE TO BE NOTIFIED. THEY IN TURN WILL DECIDE WHAT ACTIONS NEED TO BE TAKEN. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE FOUNDATION ROUTINELY DOWNLOADS SALARY ANALYSIS DATA FROM THE NON PROFIT TIMES, PROFESSIONALS FOR NONPROFITS, AND ROBERT HALF. THE DATA RELEVANT TO EXECUTIVE SALARIES IS PROVIDED TO THE COMPENSATION COMMITTEE FOR REVIEW AND APPROVAL. THE COMMITTEE THEN PROVIDES A RECOMMENDATION TO THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION C, LINE 19 | AUDITED FINANCIAL STATEMENT POSTED ON WEBSITE. OTHER DOCUMENTS AVAILABLE UPON REQUEST. |
| FORM 990, PART IX AND PART X, LINE 10: | IN 1998 SENATE AUTHORIZATION P.L. 106-398 FY01 NDAA AUTHORIZED THE SECRETARY OF THE NAVY TO ENTER INTO A JOINT VENTURE WITH THE MARINE CORPS HERITAGE FOUNDATION, A NOT-FOR-PROFIT ENTITY, FOR THE DESIGN AND CONSTRUCTION OF A MULTIPURPOSE FACILITY TO BE USED FOR HISTORICAL DISPLAYS FOR PUBLIC VIEWING, CURATION, AND STORAGE OF ARTIFACTS, RESEARCH FACILITIES, CLASSROOMS, OFFICES, AND ASSOCIATED ACTIVITIES CONSISTENT WITH THE MISSION OF THE MARINE CORPS UNIVERSITY. THIS FACILITY SHALL BE KNOWN AS THE "MARINE CORPS HERITAGE CENTER" AT MARINE CORPS BASE, QUANTICO, VIRGINIA. THE FOUNDATION SIGNED A MEMORANDUM OF UNDERSTANDING WITH THE DEPARTMENT OF THE NAVY ON JUNE 1, 2000 TO FACILITATE THE CONSTRUCTION OF THIS FACILITY. ON NOVEMBER 10, 2006, PRESIDENT BUSH DEDICATED THE MARINE CORPS HERITAGE CENTER CAMPUS AND ITS CENTERPIECE, THE NATIONAL MUSEUM OF THE MARINE CORPS. THE MARINE CORPS HERITAGE FOUNDATION CURRENTLY OWNS THE MUSEUM BUILDING AND LEASES IT TO THE MARINE CORPS. SINCE INCEPTION, THE FOUNDATION HAS INCURRED AND CAPITALIZED A TOTAL OF $151M IN DEVELOPMENT AND CONSTRUCTION COSTS, OF WHICH $66M HAS BEEN EXPENSED AS DEPRECIATION. DURING 2023, THE FOUNDATION RECORDED $5.6M DEPRECIATION EXPENSE ON THE MUSEUM AND HERITAGE CENTER. |
| FORM 990, PART XI, LINE 9: | ALLOWANCE/VALUATION ADJUSTMENT 112,386. RETURN GRANTS 500. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HERITAGE CENTER LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1775 SEMPER FIDELIS WAY | AddressLine1Txt |
| City | TRIANGLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22172 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205411581 | EIN |
| Primary Activities | MUSEUM RETAIL | PrimaryActivitiesTxt |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Total Income | $842,438 | TotalIncomeAmt |
| End Of Year Assets | $381,036 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCHF | BusinessNameLine1Txt |