GETTYSBURG FOUNDATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GETTYSBURG FOUNDATION (EIN 23-2969074)
- Tax period
- 2023-10-01 to 2024-09-30
- Filed
- 2025-01-15
- IRS object ID
- 202520159349300712
- Schema version
- 2023v6.0
- 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 K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-01-15T07:40:37-06:00 | ReturnTs |
| Tax Period End | 2024-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232108173 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RKL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3501 CONCORD ROAD STE 250 | AddressLine1Txt |
| City | YORK | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232969074 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GETTYSBURG FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GETT | BusinessNameControlTxt |
| Phone | 7173381243 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1195 BALTIMORE PIKE | AddressLine1Txt |
| City | GETTYSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17325 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANA MCDONALD | PersonNm |
| Person Title | CHIEF OPERATING OFFICER | PersonTitleTxt |
| Phone | 7173381243 | PhoneNum |
| Signature | 2025-01-13 | 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 | DOUGLAS L BERMAN CPA | PreparerPersonNm |
| PTIN | P01269555 | PTIN |
| Phone | 7178433804 | PhoneNum |
| Preparation | 2025-01-13 | PreparationDt |
| 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 | DANA MCDONALD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1195 BALTIMORE PIKE | AddressLine1Txt |
| City | GETTYSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17325 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $16,752,221 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.GETTYSBURGFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1998 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | TO ENHANCE PRESERVATION AND UNDERSTANDING OF THE HERITAGE AND SIGNIFICANCE OF GETTYSBURG | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 129 | TotalEmployeeCnt |
| Total Volunteers | 110 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,103,625 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,407,235 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $10,755,223 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $10,810,735 | CYProgramServiceRevenueAmt |
| PY Investment Income | $585,611 | PYInvestmentIncomeAmt |
| CY Investment Income | $811,177 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$112,402 | PYOtherRevenueAmt |
| CY Other Revenue | $29,304 | CYOtherRevenueAmt |
| PY Total Revenue | $14,332,057 | PYTotalRevenueAmt |
| CY Total Revenue | $16,058,451 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $717,517 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $498,571 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,281,279 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,690,919 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $102,615 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $48,737 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,176,597 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,916,604 | PYOtherExpensesAmt |
| CY Other Expenses | $8,470,698 | CYOtherExpensesAmt |
| PY Total Expenses | $14,018,015 | PYTotalExpensesAmt |
| CY Total Expenses | $13,708,925 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $314,042 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,349,526 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $97,531,422 | TotalAssetsBOYAmt |
| Total Assets EOY | $101,730,321 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,547,843 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,321,514 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $88,983,579 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $94,408,807 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,966,916 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $10,090,130 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,372,058 | ExpenseAmt |
| Grant | $498,571 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,761,062 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $793,379 | RevenueAmt |
| Desc | 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $11,100,036 | 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 | Yes (1) | ConservationEasementsInd |
| Collections Of Art | Yes (1) | 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 | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | 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 |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 129 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 129 | 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 |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| 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 | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | 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 | AK | StatesWhereCopyOfReturnIsFldCd |
| 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 | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | 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 | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | 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 | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | 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 | 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 | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | 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 | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANA MCDONALD CHIEF OPERATING OFFICER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7173381243 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1195 BALTIMORE PIKE | AddressLine1Txt |
| City | GETTYSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17325 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 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 |
|---|---|---|---|---|---|---|---|
| AJ KAZIMI | |||||||
| CHAIR | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DAVID G MALGEE | |||||||
| VICE CHAIR (LEFT 06/2024) | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GENE BARR | |||||||
| VICE CHAIR (START 06/2024) | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BARBARA J FINFROCK | |||||||
| IMMEDIATE PAST CHAIR | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SHANON R TOAL JR | |||||||
| TREASURER | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RICHARD A MORIN | |||||||
| SECRETARY | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| W CRAIG BASHEIN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GORDON BEITTENMILLER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN FINLEY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFF A FRAZIER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES HANNI | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT IULIANO | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| COL HAL KUSHNER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TOD MACKENZIE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| H TURNEY MCKNIGHT | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR CAROL REARDON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JANET RIGGS | |||||||
| DIRECTOR (START 06/2024) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JON SIRLIN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID SORKIN | |||||||
| DIRECTOR (START 09/2024) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSPEH SUAREZ | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WAYNE E MOTTS | |||||||
| PRESIDENT & CEO (LEFT 12/2023) | 40.00 | Yes (X) | Yes (X) | $207,190 | $0 | $27,096 | |
| RICHARD EDELMAN | |||||||
| DIRECTOR (LEFT 06/2024) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR THAVOLIA GLYMPH | |||||||
| DIRECTOR (LEFT 06/2024) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DANA MCDONALD | |||||||
| VP FOR FINANCE (THRU 7/24) COO (BEG. 7/24) | 40.00 | Yes (X) | $137,490 | $0 | $41,527 | ||
| BRIAN KLINZING | |||||||
| VP FOR PHILANTHROPY | 40.00 | $157,820 | $0 | $31,840 | Yes (X) | ||
| BRIAN SHAFFER | |||||||
| VP OF FACILITIES | 40.00 | $119,625 | $0 | $41,670 | Yes (X) | ||
| TRINI NYE | |||||||
| VP FOR SALES AND MARKETING (LEFT 09/2024) | 40.00 | $109,516 | $0 | $38,681 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $731,641 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $180,814 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | 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 |
|---|---|---|---|---|---|
| GETTYSBURG TOURS INC | |||||
| 789 BALTIMORE STREET SUITE 101 | GETTYSBURG | PA | 17325 | VISITOR BUS TOURS | $939,976 |
| ARAMARK CORPORATION | |||||
| 1101 MARKET STREET | PHILADELPHIA | PA | 19107 | FOOD SERVICE | $227,757 |
| SCHAAD DETECTIVE AGENCY INC | |||||
| 1114 ROOSEVELT AVE | YORK | PA | 17404 | SECURITY | $199,387 |
| MOTOROLA SOLUTIONS INC | |||||
| 200 MARSHALL DR | CORAOPOLIS | PA | 15108 | RADIO PROJECT | $189,614 |
| ODESSA DESIGN INC | |||||
| 912 BRIDGE ST | NEW CUMBERLAND | PA | 17070 | MARKETING DESIGN & PRINTING | $181,505 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $1,313,401 | MembershipDuesAmt |
| Fundraising | $183,675 | FundraisingAmt |
| All Other Contributions | $2,910,159 | AllOtherContributionsAmt |
| Noncash Contributions | $269,473 | NoncashContributionsAmt |
| Total Contributions | $4,407,235 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TICKETING INCOME | 611710 | $5,661,288 | $5,661,288 |
| TOUR REVENUE | 611710 | $2,335,015 | $2,335,015 |
| COMMISSION INCOME | 611710 | $2,009,411 | $2,009,411 |
| PROGRAM EVENT INCOME | 611710 | $805,021 | $805,021 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $10,810,735 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $639,918 | TotalRevenueColumnAmt |
| Exclusion | $639,918 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $25,966 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $25,966 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,966 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $25,966 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $700,007 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $528,748 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $171,259 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $171,259 | TotalRevenueColumnAmt |
| Exclusion | $171,259 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $40,960 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $183,675 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $119,701 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$78,741 | TotalRevenueColumnAmt |
| Exclusion | -$78,741 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $92,129 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $45,321 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $46,808 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $46,808 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $35,271 | TotalRevenueColumnAmt |
| Exclusion | $35,271 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $35,271 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,058,451 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,883,509 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $767,707 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $498,571 | TotalAmt |
| Program Services | $498,571 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $364,582 | TotalAmt |
| Program Services | $243,147 | ProgramServicesAmt |
| Management And General | $67,741 | ManagementAndGeneralAmt |
| Fundraising | $53,694 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,361,890 | TotalAmt |
| Program Services | $2,232,833 | ProgramServicesAmt |
| Management And General | $621,509 | ManagementAndGeneralAmt |
| Fundraising | $507,548 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,337 | TotalAmt |
| Program Services | $81,153 | ProgramServicesAmt |
| Management And General | $32,975 | ManagementAndGeneralAmt |
| Fundraising | $23,209 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $551,219 | TotalAmt |
| Program Services | $385,426 | ProgramServicesAmt |
| Management And General | $109,925 | ManagementAndGeneralAmt |
| Fundraising | $55,868 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $275,891 | TotalAmt |
| Program Services | $192,644 | ProgramServicesAmt |
| Management And General | $41,729 | ManagementAndGeneralAmt |
| Fundraising | $41,518 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,446 | TotalAmt |
| Program Services | $3,094 | ProgramServicesAmt |
| Management And General | $47,352 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,127 | TotalAmt |
| Management And General | $34,127 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,737 | TotalAmt |
| Fundraising | $48,737 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,427 | TotalAmt |
| Management And General | $34,427 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $255,603 | TotalAmt |
| Program Services | $85,930 | ProgramServicesAmt |
| Management And General | $154,448 | ManagementAndGeneralAmt |
| Fundraising | $15,225 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $246,586 | TotalAmt |
| Program Services | $204,830 | ProgramServicesAmt |
| Fundraising | $41,756 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $590,406 | TotalAmt |
| Program Services | $330,912 | ProgramServicesAmt |
| Management And General | $73,201 | ManagementAndGeneralAmt |
| Fundraising | $186,293 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $291,278 | TotalAmt |
| Program Services | $162,022 | ProgramServicesAmt |
| Management And General | $83,278 | ManagementAndGeneralAmt |
| Fundraising | $45,978 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,244,119 | TotalAmt |
| Program Services | $1,172,280 | ProgramServicesAmt |
| Management And General | $20,202 | ManagementAndGeneralAmt |
| Fundraising | $51,637 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $304,228 | TotalAmt |
| Program Services | $247,879 | ProgramServicesAmt |
| Management And General | $34,790 | ManagementAndGeneralAmt |
| Fundraising | $21,559 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $274,531 | TotalAmt |
| Program Services | $274,531 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,482,264 | TotalAmt |
| Program Services | $2,430,069 | ProgramServicesAmt |
| Management And General | $30,669 | ManagementAndGeneralAmt |
| Fundraising | $21,526 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $192,031 | TotalAmt |
| Program Services | $149,589 | ProgramServicesAmt |
| Management And General | $39,503 | ManagementAndGeneralAmt |
| Fundraising | $2,939 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| TICKETING AND RESERVATI | $1,136,962 | $1,135,335 | $420 | $1,207 |
| GUIDE AND SPEAKER FEES | $1,053,034 | $1,049,636 | $3,398 | |
| ADMISSION TAX | $169,763 | $169,763 | ||
| DUES & SUBSCRIPTIONS | $49,456 | $40,722 | $5,975 | $2,759 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,437 | TotalAmt |
| Program Services | $9,670 | ProgramServicesAmt |
| Management And General | $21 | ManagementAndGeneralAmt |
| Fundraising | $51,746 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,708,925 | TotalAmt |
| Program Services | $11,100,036 | ProgramServicesAmt |
| Management And General | $1,432,292 | ManagementAndGeneralAmt |
| Fundraising | $1,176,597 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,570,455 | BOYAmt |
| EOY | $2,918,296 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,000,000 | BOYAmt |
| EOY | $3,000,000 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,697 | BOYAmt |
| EOY | $56,225 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $539,484 | BOYAmt |
| EOY | $361,760 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,651 | BOYAmt |
| EOY | $25,314 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $314,195 | BOYAmt |
| EOY | $227,723 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $113,505,920 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $51,508,291 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,456,772 | BOYAmt |
| EOY | $61,997,629 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,889,970 | BOYAmt |
| EOY | $22,518,973 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,501 | BOYAmt |
| EOY | $24,044 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,619,697 | BOYAmt |
| EOY | $10,600,357 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,531,422 | BOYAmt |
| EOY | $101,730,321 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,725,899 | BOYAmt |
| EOY | $1,811,638 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $825,940 | BOYAmt |
| EOY | $661,939 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,855,000 | BOYAmt |
| EOY | $4,790,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $141,004 | BOYAmt |
| EOY | $57,937 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,547,843 | BOYAmt |
| EOY | $7,321,514 | 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 | $77,100,090 | BOYAmt |
| EOY | $81,236,946 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,883,489 | BOYAmt |
| EOY | $13,171,861 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,983,579 | BOYAmt |
| EOY | $94,408,807 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,531,422 | BOYAmt |
| EOY | $101,730,321 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,349,526 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,072,570 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $3,132 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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 | $4,749,981 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,352,193 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,473,794 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,103,625 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,407,235 | CurrentTaxYearAmt |
| Total | $20,086,828 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,749,981 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,352,193 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,473,794 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,103,625 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,407,235 | CurrentTaxYearAmt |
| Total | $20,086,828 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,247,646 | SubstantialContributorsTotAmt |
| Public Support Total170 | $18,839,182 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $232,958 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $171,314 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $289,665 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $503,252 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $665,884 | CurrentTaxYearAmt |
| Total | $1,863,073 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,258 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,847 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,677 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,119 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,271 | CurrentTaxYearAmt |
| Total | $76,172 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $22,026,073 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $42,373,994 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.85530 | PublicSupportCY170Pct |
| Public Support PY170 | 0.86400 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preservation Open Space | Yes (X) | PreservationOpenSpaceInd |
| Historic Land Area | Yes (X) | HistoricLandAreaInd |
| Total Easements | 2 | TotalEasementsCnt |
| Total Acreage | 61.00 | TotalAcreageCnt |
| Historic Structure Easements | 0 | HistoricStructureEasementsCnt |
| Historic Strctr Easements Aftr | 0 | HistoricStrctrEasementsAftrCnt |
| Modified Easements | 0 | ModifiedEasementsCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | 0 | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 1.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $0 | ExpensesIncurredEnforcementAmt |
| Section170h Rqr Stsfd | Yes (1) | Section170hRqrStsfdInd |
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $10,553,893 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | Yes (1) | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $973,239 | BeginningYearBalanceAmt |
| Contributions | $1,102,630 | ContributionsAmt |
| Investment Earnings Or Losses | $362,194 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $19,023 | OtherExpendituresAmt |
| Administrative Expenses | $25,074 | AdministrativeExpensesAmt |
| End Year Balance | $2,393,966 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $758,182 | BeginningYearBalanceAmt |
| Contributions | $105,102 | ContributionsAmt |
| Investment Earnings Or Losses | $115,535 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $5,580 | AdministrativeExpensesAmt |
| End Year Balance | $973,239 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $694,059 | BeginningYearBalanceAmt |
| Contributions | $223,260 | ContributionsAmt |
| Investment Earnings Or Losses | -$153,566 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $5,571 | AdministrativeExpensesAmt |
| End Year Balance | $758,182 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $515,874 | BeginningYearBalanceAmt |
| Contributions | $83,085 | ContributionsAmt |
| Investment Earnings Or Losses | $106,675 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $11,575 | AdministrativeExpensesAmt |
| End Year Balance | $694,059 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $327,152 | BeginningYearBalanceAmt |
| Contributions | $158,461 | ContributionsAmt |
| Investment Earnings Or Losses | $34,764 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $4,503 | AdministrativeExpensesAmt |
| End Year Balance | $515,874 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.42160 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.42100 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.15740 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,185,942 | OtherCostOrOtherBasisAmt |
| Book Value | $20,185,942 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $59,957,645 | OtherCostOrOtherBasisAmt |
| Depreciation | $32,714,666 | DepreciationAmt |
| Book Value | $27,242,979 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,911,393 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,889,194 | DepreciationAmt |
| Book Value | $1,022,199 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $28,450,940 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,904,431 | DepreciationAmt |
| Book Value | $13,546,509 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $61,997,629 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| COLLECTIONS | $10,553,893 |
| RIGHT OF USE ASSET - OPERATING LEASE | $46,464 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $10,600,357 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| MUSEUM LAND LEASE LIABILITY | $11,281 |
| OBLIGATIONS UNDER OPERATING LEASE | $46,656 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $57,937 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $19,378,575 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,072,570 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $113,827 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $168,154 | OtherRevenueAmt |
| Revenue Not Reported | $3,354,551 | RevenueNotReportedAmt |
| Revenue Subtotal | $16,024,024 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $34,427 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $34,427 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $16,058,451 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $13,953,347 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $113,827 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $165,022 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $278,849 | ExpensesNotReportedAmt |
| Expenses Subtotal | $13,674,498 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $34,427 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $34,427 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $13,708,925 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, 2021. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF INTEREST RATE SWAP 3,132. COST OF GOOD SOLD - INVENTORY 45,321. FUNDRAISING EXPENSES 119,701. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOOD SOLD - INVENTORY 45,321. FUNDRAISING EXPENSES 119,701. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LUKENS COMPANY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2800 SHIRLINGTON ROAD SUITE 900 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22206 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | DIRECT MAIL ACQUISITION | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $30,542 | GrossReceiptsAmt |
| Retained By Contractor | $48,738 | RetainedByContractorAmt |
| Net To Organization | -$18,196 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $30,542 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $48,738 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$18,196 | TotalNetToOrganizationAmt |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | FALL GALA | Event1Nm |
| Gross Receipts Event1 | $140,748 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $107,403 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $33,345 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $55,845 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $22,040 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $34,289 | OtherDirectExpensesEvent1Amt |
| Event2 | OFFSITE MAJOR EVENTS | Event2Nm |
| Gross Receipts Event2 | $78,492 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $78,492 | CharitableContriEvent2Amt |
| Food And Beverage Event2 | $91 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $4,175 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $219,240 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $185,895 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $33,345 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $55,936 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $22,040 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $38,464 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $116,440 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$83,095 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| NATIONAL PARK SERVICE | ||||||||
| 1849 C STREET NW | WASHINGTON | DC | 20240 | 530197094 | 501(C)(3) | $472,376 | $0 | SUPPORT PRESERVATION EFFORTS AT GETTYSBURG NATIONAL MILITARY PARK |
| AMERICAN BATTLEFIELD TRUST | ||||||||
| 1030 15TH STREET NW SUITE 900 EAST | WASHINGTON | DC | 20005 | 541426643 | 501(C)(3) | $25,000 | $0 | SUPPORT PRESERVATION EFFORTS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WAYNE E MOTTS | ||||||||||||||
| PRESIDENT & CEO (LEFT 12/2023) | $207,190 | $0 | $0 | $0 | $0 | $0 | $12,429 | $0 | $14,667 | $0 | $234,286 | $0 | $0 | $0 |
| BRIAN KLINZING | ||||||||||||||
| VP FOR PHILANTHROPY | $157,820 | $0 | $0 | $0 | $0 | $0 | $9,903 | $0 | $21,937 | $0 | $189,660 | $0 | $0 | $0 |
| DANA MCDONALD | ||||||||||||||
| VP FOR FINANCE (THRU 7/24) COO (BEG. | $137,490 | $0 | $0 | $0 | $0 | $0 | $8,673 | $0 | $32,854 | $0 | $179,017 | $0 | $0 | $0 |
| BRIAN SHAFFER | ||||||||||||||
| VP OF FACILITIES | $119,625 | $0 | $0 | $0 | $0 | $0 | $7,472 | $0 | $34,198 | $0 | $161,295 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4A | FormAndLineReferenceDesc |
| Explanation | WAYNE MOTTS/PRESIDENT WAS MOVED TO A NEW POSITION AND RECEIVED A TRANSITION PAYMENT OF $35,534. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADAMS COUNTY PA INDUSTRY DEVELOPMENT AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 232988777 | BondIssuerEIN |
| CUSIP | 006116AG2 | CUSIPNum |
| Bond Issued | 2006-12-01 | BondIssuedDt |
| Issue Price | $15,000,000 | IssuePriceAmt |
| Purpose | CONSTRUCT & FINANCE A VISITOR CENTER AT THE GETTYSBURG NAT'L MILITARY PARK | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $10,210,000 | RetiredAmt |
| Total Proceeds | $15,000,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $297,090 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $15,000,000 | CapitalExpendituresAmt |
| Substantial Completion | 2008 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | Yes (1) | Form8038TFiledInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | Yes (1) | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MANUFACTURES & | BusinessNameLine1Txt |
| Business Name Line2 | TRADERS TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 20.000000000000 | TermOfHedgePct |
| Superintegrated Hedge | 0 | SuperintegratedHedgeInd |
| Hedge Terminated | 0 | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $269,473 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 2 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | NUMBER OF CONTRIBUITIONS IS THE NUMBER OF CONTRIBUTORS THAT DONATED THAT TYPE OF PROPERTY. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 3,132. |
| 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. |