FRANK LLOYD WRIGHT FOUNDATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- FRANK LLOYD WRIGHT FOUNDATION (EIN 86-0197576)
- Tax period
- 2023-08-01 to 2024-07-31
- Filed
- 2024-11-26
- IRS object ID
- 202433319349301653
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-26T15:36:23-06:00 | ReturnTs |
| Tax Period End | 2024-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6565 AMERICAS PARKWAY NE STE 600 | AddressLine1Txt |
| City | ALBUQUERQUE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860197576 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FRANK LLOYD WRIGHT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRAN | BusinessNameControlTxt |
| Phone | 4808602700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12621 N FRANK LLOYD WRIGHT BLVD | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 852592537 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT MCDANIEL | PersonNm |
| Person Title | VP, CHIEF FINANCE/ADMIN OFCR | PersonTitleTxt |
| Phone | 4808602700 | PhoneNum |
| Signature | 2024-11-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN TALBOT | PreparerPersonNm |
| PTIN | P01695427 | PTIN |
| Phone | 5058787200 | PhoneNum |
| Preparation | 2024-11-26 | 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 | SCOTT MCDANIEL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12621 N FRANK LLOYD WRIGHT BLVD | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 852592537 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $13,385,658 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FRANKLLOYDWRIGHT.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1965 | FormationYr |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Activity Or Mission | THE FRANK LLOYD WRIGHT FOUNDATION INSPIRES PEOPLE TO DISCOVER AND EMBRACE AN ARCHITECTURE FOR BETTER LIVING THROUGH MEANINGFUL CONNECTIONS TO NATURE, THE ARTS, AND EACH OTHER. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 131 | TotalEmployeeCnt |
| Total Volunteers | 77 | TotalVolunteersCnt |
| Total Gross UBI | $648,704 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,750,054 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,045,764 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,610,565 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,636,519 | CYProgramServiceRevenueAmt |
| PY Investment Income | $188,901 | PYInvestmentIncomeAmt |
| CY Investment Income | $322,368 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,419,349 | PYOtherRevenueAmt |
| CY Other Revenue | $1,428,665 | CYOtherRevenueAmt |
| PY Total Revenue | $9,968,869 | PYTotalRevenueAmt |
| CY Total Revenue | $9,433,316 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,887,754 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,314,191 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $189,463 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $102,550 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,521,659 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,849,243 | PYOtherExpensesAmt |
| CY Other Expenses | $4,378,313 | CYOtherExpensesAmt |
| PY Total Expenses | $9,926,460 | PYTotalExpensesAmt |
| CY Total Expenses | $10,795,054 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $42,409 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,361,738 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $23,237,761 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,229,639 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,111,962 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,080,060 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $22,125,799 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $21,149,579 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE FRANK LLOYD WRIGHT FOUNDATION INSPIRES PEOPLE TO DISCOVER AND EMBRACE AN ARCHITECTURE FOR BETTER LIVING THROUGH MEANINGFUL CONNECTIONS TO NATURE, THE ARTS, AND EACH OTHER. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,748,561 | ExpenseAmt |
| Desc | BUILDING PRESERVATION - THE FRANK LLOYD WRIGHT FOUNDATION INVESTS CAPITAL AND CONSIDERABLE EFFORTS IN ORDER TO PROTECT, MAINTAIN, AND RESTORE THE ARCHITECTURALLY HISTORIC STRUCTURES AND SPACES THAT COMPRISE ITS CAMPUSES IN BOTH SCOTTSDALE, ARIZONA, AND SPRING GREEN, WISCONSIN. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,784,361 | ExpenseAmt |
| Revenue | $4,383,862 | RevenueAmt |
| Desc | PUBLIC TOURS AND ACCESS PROGRAM - THE FRANK LLOYD WRIGHT FOUNDATION OFFERS TOURS AND EDUCATIONAL OUTREACH PROGRAMS TO INCREASE PUBLIC AWARENESS OF THE WORK OF FRANK LLOYD WRIGHT AND THE FIELD OF ARCHITECTURE. ABOUT 101,000 INDIVIDUALS VISITED THE HISTORIC SCOTTSDALE, ARIZONA, LANDMARK DURING THE FISCAL YEAR ENDED JULY 31, 2024. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,406,422 | ExpenseAmt |
| Revenue | $1,993,941 | RevenueAmt |
| Desc | THE FRANK LLOYD WRIGHT FOUNDATION SELLS PRODUCTS THROUGH ITS PHYSICAL RETAIL STORE AND ONLINE STORE; LICENSES ITS INTELLECTUAL PROPERTY TO OTHERS AND EARNS ROYALTIES FROM THE SALE OF LICENSED PRODUCTS OR THE USE OF THE RIGHTS; AND PRODUCES IN-PERSON AND ONLINE EDUCATIONAL PROGRAMS FOR YOUTH AND ADULT PARTICIPANTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $8,939,344 | 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 | 0 | 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 | Yes (1) | 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 | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | 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 | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | 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 |
| IRP Document | 63 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 131 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | 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 | 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 | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IN | 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 | 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 | NJ | 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 | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TX | 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 |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT MCDANIEL | PersonNm |
| Phone | 6028005412 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12621 N FRANK LLOYD WRIGHT BLVD | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85259 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 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 |
|---|---|---|---|---|---|---|---|
| MARK DREHER | |||||||
| BOARD CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SEAN RUSH | |||||||
| BOARD CHAIR (THROUGH 8/15/23) | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DIANA SMITH | |||||||
| VICE CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ROBERT SKERKER | |||||||
| SECRETARY | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOEL BENKIE | |||||||
| SECRETARY (THROUGH 8/15/23) | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| TIMOTHY RADDEN | |||||||
| TREASURER (THROUGH 7/31/24) | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHN ANDERSON | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL DESMOND | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| BING HU | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTINA LINDAL | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL MILLER | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| JASON MORRIS | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| ANNE STUPP | |||||||
| TRUSTEE (THROUGH 12/15/23) | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ASHLEY WILSON | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| JULIE WESTRA | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| STUART GRAFF | |||||||
| CEO & PRESIDENT | 40.00 | Yes (X) | $306,413 | $0 | $12,304 | ||
| SUSAN WHITMER VP CHIEF | |||||||
| FINANCE & ADMIN OFF. (THRU 7/31/24) | 40.00 | Yes (X) | $168,562 | $0 | $17,141 | ||
| FREDERICK PROZZILLO | |||||||
| VP OF PRESERVATION | 40.00 | $147,663 | $0 | $24,435 | Yes (X) | ||
| NICOLE STEWART | |||||||
| VP OF PUBLIC ENGAGEMENT | 40.00 | $166,392 | $0 | $21,754 | Yes (X) | ||
| KIMBERLEY VALENTINE | |||||||
| VP OF ADVANCEMENT | 40.00 | $176,697 | $0 | $7,629 | Yes (X) | ||
| JENNIFER GRAY | |||||||
| VP OF TALIESIN INSTITUTE | 1.00 | $118,125 | $0 | $23,176 | Yes (X) | ||
| LEWIS MILLS | |||||||
| DIR. OF ACCOUNTING (THRU 1/12/24) | 1.00 | $105,169 | $0 | $9,878 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,189,021 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $116,317 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $10,000 | FundraisingAmt |
| Government Grants | $324,621 | GovernmentGrantsAmt |
| All Other Contributions | $1,711,143 | AllOtherContributionsAmt |
| Noncash Contributions | $3,943 | NoncashContributionsAmt |
| Total Contributions | $2,045,764 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PUBLIC TOURS & ACCESS | 561520 | $4,383,862 | $4,383,862 |
| LICENSING PROGRAM | 900099 | $1,074,504 | $1,074,504 |
| EDUCATIONAL OUTREACH | 900099 | $128,153 | $128,153 |
| ANNUAL ACCESS FEE | 900099 | $50,000 | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,636,519 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $251,307 | TotalRevenueColumnAmt |
| Exclusion | $251,307 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $38,140 | 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 | $38,140 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $38,140 | TotalRevenueColumnAmt |
| Exclusion | $38,140 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,750,674 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,679,613 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $71,061 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $71,061 | TotalRevenueColumnAmt |
| Exclusion | $71,061 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $70,500 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $10,000 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $69,963 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $537 | TotalRevenueColumnAmt |
| Exclusion | $537 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $2,592,754 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $1,202,766 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,389,988 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $741,284 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $648,704 | UnrelatedBusinessRevenueAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,433,316 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,377,803 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $648,704 | UnrelatedBusinessRevenueAmt |
| Exclusion | $361,045 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $518,501 | TotalAmt |
| Program Services | $428,483 | ProgramServicesAmt |
| Management And General | $12,892 | ManagementAndGeneralAmt |
| Fundraising | $77,126 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,815,075 | TotalAmt |
| Program Services | $3,979,124 | ProgramServicesAmt |
| Management And General | $119,719 | ManagementAndGeneralAmt |
| Fundraising | $716,232 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,757 | TotalAmt |
| Program Services | $47,122 | ProgramServicesAmt |
| Management And General | $1,350 | ManagementAndGeneralAmt |
| Fundraising | $4,285 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $552,831 | TotalAmt |
| Program Services | $486,916 | ProgramServicesAmt |
| Management And General | $14,072 | ManagementAndGeneralAmt |
| Fundraising | $51,843 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $375,027 | TotalAmt |
| Program Services | $309,918 | ProgramServicesAmt |
| Management And General | $9,324 | ManagementAndGeneralAmt |
| Fundraising | $55,785 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,277 | TotalAmt |
| Program Services | $37,096 | ProgramServicesAmt |
| Management And General | $1,011 | ManagementAndGeneralAmt |
| Fundraising | $14,170 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,438 | TotalAmt |
| Management And General | $32,438 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,550 | TotalAmt |
| Fundraising | $102,550 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,926 | TotalAmt |
| Management And General | $28,926 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $903,957 | TotalAmt |
| Program Services | $737,273 | ProgramServicesAmt |
| Management And General | $20,103 | ManagementAndGeneralAmt |
| Fundraising | $146,581 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $400,864 | TotalAmt |
| Program Services | $315,004 | ProgramServicesAmt |
| Management And General | $7,634 | ManagementAndGeneralAmt |
| Fundraising | $78,226 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $621,555 | TotalAmt |
| Program Services | $510,518 | ProgramServicesAmt |
| Management And General | $3,706 | ManagementAndGeneralAmt |
| Fundraising | $107,331 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $369,183 | TotalAmt |
| Program Services | $273,675 | ProgramServicesAmt |
| Management And General | $16,084 | ManagementAndGeneralAmt |
| Fundraising | $79,424 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $195,129 | TotalAmt |
| Program Services | $186,062 | ProgramServicesAmt |
| Management And General | $3,312 | ManagementAndGeneralAmt |
| Fundraising | $5,755 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,932 | TotalAmt |
| Program Services | $57,272 | ProgramServicesAmt |
| Management And General | $2,872 | ManagementAndGeneralAmt |
| Fundraising | $11,788 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,587 | TotalAmt |
| Program Services | $1,495 | ProgramServicesAmt |
| Management And General | $7 | ManagementAndGeneralAmt |
| Fundraising | $85 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $590,453 | TotalAmt |
| Program Services | $541,919 | ProgramServicesAmt |
| Management And General | $31,289 | ManagementAndGeneralAmt |
| Fundraising | $17,245 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $251,326 | TotalAmt |
| Program Services | $196,295 | ProgramServicesAmt |
| Management And General | $27,024 | ManagementAndGeneralAmt |
| Fundraising | $28,007 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| REPAIRS AND MAINTENANCE | $643,982 | $643,088 | $439 | $455 |
| PROGRAM EXPENSES | $52,930 | $33,484 | $267 | $19,179 |
| DUES AND SUBSCRIPTIONS | $32,569 | $25,577 | $1,485 | $5,507 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,205 | TotalAmt |
| Program Services | $129,023 | ProgramServicesAmt |
| Management And General | $97 | ManagementAndGeneralAmt |
| Fundraising | $85 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,795,054 | TotalAmt |
| Program Services | $8,939,344 | ProgramServicesAmt |
| Management And General | $334,051 | ManagementAndGeneralAmt |
| Fundraising | $1,521,659 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,961 | BOYAmt |
| EOY | $152,971 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $872,514 | BOYAmt |
| EOY | $555,917 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,915 | BOYAmt |
| EOY | $239,394 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $246,647 | BOYAmt |
| EOY | $22,000 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $296,381 | BOYAmt |
| EOY | $247,509 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,796 | BOYAmt |
| EOY | $163,865 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $24,155,095 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,964,690 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,517,838 | BOYAmt |
| EOY | $12,190,405 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,014,995 | BOYAmt |
| EOY | $5,659,742 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,335 | BOYAmt |
| EOY | $38,457 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,959,379 | BOYAmt |
| EOY | $2,959,379 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,237,761 | BOYAmt |
| EOY | $22,229,639 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $796,771 | BOYAmt |
| EOY | $840,233 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $262,211 | BOYAmt |
| EOY | $202,592 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,980 | BOYAmt |
| EOY | $37,235 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,111,962 | BOYAmt |
| EOY | $1,080,060 | 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 | $18,213,204 | BOYAmt |
| EOY | $17,464,039 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,912,595 | BOYAmt |
| EOY | $3,685,540 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,125,799 | BOYAmt |
| EOY | $21,149,579 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,237,761 | BOYAmt |
| EOY | $22,229,639 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,361,738 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $385,518 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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) |
|---|---|---|
| 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 | $3,654,034 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,485,317 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,284,570 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,750,054 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,045,764 | CurrentTaxYearAmt |
| Total | $17,219,739 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,654,034 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,485,317 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,284,570 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,750,054 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,045,764 | CurrentTaxYearAmt |
| Total | $17,219,739 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,554,782 | SubstantialContributorsTotAmt |
| Public Support Total170 | $12,664,957 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $111,958 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $112,409 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $166,566 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $259,753 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $289,447 | CurrentTaxYearAmt |
| Total | $940,133 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,177 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $216,538 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,069 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $241,784 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $18,401,656 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $30,799,287 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.68830 | PublicSupportCY170Pct |
| Public Support PY170 | 0.69540 | 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 Public Use | Yes (X) | PreservationPublicUseInd |
| Preservation Open Space | Yes (X) | PreservationOpenSpaceInd |
| Historic Structure | Yes (X) | HistoricStructureInd |
| Total Easements | 4 | TotalEasementsCnt |
| Total Acreage | 551.00 | TotalAcreageCnt |
| Historic Structure Easements | 2 | HistoricStructureEasementsCnt |
| Historic Strctr Easements Aftr | 0 | HistoricStrctrEasementsAftrCnt |
| Modified Easements | 0 | ModifiedEasementsCnt |
| States Easements Held | 2 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (1) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 32047.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $2,464,499 | ExpensesIncurredEnforcementAmt |
| Section170h Rqr Stsfd | Yes (1) | Section170hRqrStsfdInd |
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $2,959,379 | AssetsIncludedAmt |
Held Works Art HeldWorksArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $0 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,234,908 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $365,436 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $34,000 | OtherExpendituresAmt |
| End Year Balance | $3,566,344 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,052,883 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $215,025 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $33,000 | OtherExpendituresAmt |
| End Year Balance | $3,234,908 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,766,168 | BeginningYearBalanceAmt |
| Contributions | $500,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$213,285 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $3,052,883 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,647,799 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $165,705 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $47,336 | OtherExpendituresAmt |
| End Year Balance | $2,766,168 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $594,571 | BeginningYearBalanceAmt |
| Contributions | $1,989,636 | ContributionsAmt |
| Investment Earnings Or Losses | $91,592 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $28,000 | OtherExpendituresAmt |
| End Year Balance | $2,647,799 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.41000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.33000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.26000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $878,026 | OtherCostOrOtherBasisAmt |
| Book Value | $878,026 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,354,216 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,059,926 | DepreciationAmt |
| Book Value | $5,294,290 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,683,919 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,905,278 | DepreciationAmt |
| Book Value | $1,778,641 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,238,934 | OtherCostOrOtherBasisAmt |
| Depreciation | $999,486 | DepreciationAmt |
| Book Value | $4,239,448 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $12,190,405 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ARCHIVES, ART OBJECTS, AND DRAWING LIBRARY COLLECTION | Desc |
| Book Value | $2,959,379 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,959,379 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $11,072,637 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $385,518 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $10,000 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $1,272,729 | OtherRevenueAmt |
| Revenue Not Reported | $1,668,247 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,404,390 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $28,926 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $28,926 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,433,316 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $12,048,857 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $10,000 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $1,272,729 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,282,729 | ExpensesNotReportedAmt |
| Expenses Subtotal | $10,766,128 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $28,926 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $28,926 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $10,795,054 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 9: | THE CONSERVATION AND HISTORIC STRUCTURE EASEMENTS WERE PUT IN PLACE BY THE FOUNDATION ON PROPERTY WHERE TITLE WAS ALREADY HELD. THE EXPENSES ASSOCIATED WITH PLACING THE EASEMENTS WERE EXPENSED AS INCURRED. THE REAL PROPERTIES UPON WHICH THE EASEMENTS WERE PLACED ARE CARRIED ON THE FOUNDATION'S BOOKS AT HISTORIC COST. |
| PART III, LINE 4: | THE MAJORITY OF THE COLLECTIONS ARE PERSONAL ARTWORK AND DECORATIVE ITEMS ACQUIRED BY THE LATE FRANK LLOYD WRIGHT. THE COLLECTIONS ARE AVAILABLE BY APPOINTMENT FOR RESEARCH, EXHIBITION AND PUBLICATION. |
| PART V, LINE 4: | THE ENDOWMENT FUNDS ARE COMPRISED OF FUNDS FOR THREE PURPOSES: 1) A FUND THE PURPOSE OF WHICH IS TO CONSERVE THE TALIESIN PROPERTY; 2) TWO FUNDS THE PURPOSE OF WHICH ARE TO SUPPORT TWO STAFF POSITIONS IN THE FOUNDATION'S PRESERVATION DEPARTMENT. |
| PART X, LINE 2: | THE FOUNDATION IS ORGANIZED AS AN ARIZONA NONPROFIT ORGANIZATION AND HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE AS ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3) AND HAS BEEN DETERMINED NOT TO BE A PRIVATE FOUNDATION UNDER SECTION 509(A)(1). THE FOUNDATION FILES ANNUALLY A RETURN OF ORGANIZATIONS EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, THE FOUNDATION IS GENERALLY SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO ITS EXEMPT PURPOSE. THE FOUNDATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE FOUNDATION WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COGS INCLUDED IN EXPENSES FOR FINANCIAL STATEMENTS 1,202,766. FUNDRAISING EXPENSE RECLASS 69,963. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COGS INCLUDED IN EXPENSES FOR FINANCIAL STATEMENTS 1,202,766. FUNDRAISING EXPENSE RECLASS 69,963. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | 0 | 0 | PROGRAM SERVICES | LICENSING REVENUES |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | PROGRAM SERVICES | LICENSING REVENUES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $0 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $0 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3: | FormAndLineReferenceDesc |
| Explanation | ACCRUAL | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| THE PHOENIX PHILANTHROPY GROUP | ||||||||
| 3301 EAST GLENROSA AVE | PHOENIX | AZ | 85018 | CAPITAL CAMPAIGN CONSULTING | 0 | $0 | $96,000 | -$96,000 |
| THE STELTER COMPANY | ||||||||
| PO BOX 5228 | DES MOINES | IA | 50305 | DIGITAL FUNDRAISING | 0 | $0 | $6,550 | -$6,550 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $102,550 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$102,550 | TotalNetToOrganizationAmt |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | 2024 GALA | Event1Nm |
| Gross Receipts Event1 | $80,500 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $10,000 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $70,500 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $19,104 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $28,347 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $5,500 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $17,012 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $80,500 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $10,000 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $70,500 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $19,104 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $28,347 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $5,500 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $17,012 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $69,963 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $537 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| STUART GRAFF | ||||||||||||||
| CEO & PRESIDENT | $306,413 | $0 | $0 | $0 | $0 | $0 | $2,511 | $0 | $9,793 | $0 | $318,717 | $0 | $0 | $0 |
| NICOLE STEWART | ||||||||||||||
| VP OF PUBLIC ENGAGEMENT | $166,392 | $0 | $0 | $0 | $0 | $0 | $1,191 | $0 | $20,563 | $0 | $188,146 | $0 | $0 | $0 |
| SUSAN WHITMER VP CHIEF | ||||||||||||||
| FINANCE & ADMIN OFF. (THRU 7/31/24) | $168,562 | $0 | $0 | $0 | $0 | $0 | $1,119 | $0 | $16,022 | $0 | $185,703 | $0 | $0 | $0 |
| KIMBERLEY VALENTINE | ||||||||||||||
| VP OF ADVANCEMENT | $176,697 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $7,629 | $0 | $184,326 | $0 | $0 | $0 |
| FREDERICK PROZZILLO | ||||||||||||||
| VP OF PRESERVATION | $147,663 | $0 | $0 | $0 | $0 | $0 | $1,547 | $0 | $22,888 | $0 | $172,098 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | A DRAFT OF THE 990 AND RELATED SCHEDULES IS E-MAILED TO ALL MEMBERS OF THE AUDIT COMMITTEE FOR REVIEW. UPON CONFIRMATION THAT THE AUDIT COMMITTEE DOES NOT RECOMMEND ANY FURTHER CHANGES, THE RETURN IS PROVIDED TO THE ENTIRE GOVERNING BODY PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE FOUNDATION'S CONFLICT OF INTEREST POLICY MUST BE CONSULTED AND SATISFIED PRIOR TO ENTERING INTO ANY TRANSACTION OR ARRANGEMENT COVERED BY THE POLICY. POTENTIAL CONFLICTS ARE REVIEWED BY THE NON-CONFLICTED TRUSTEES OR COMMITTEE MEMBERS, AND THEY SHALL DECIDE IF A CONFLICT EXISTS. IF A CONFLICT IS DETERMINED TO EXIST, THE FOUNDATION WILL EXPLORE CONFLICT-FREE OPTIONS, AND IF SUCH OPTIONS ARE FEASIBLE, THEN THE DISINTERESTED TRUSTEES VOTE ON WHETHER OR NOT TO ENTER INTO THE CONFLICTED TRANSACTION OR ARRANGEMENT. THE OFFICERS, TRUSTEES AND EMPLOYEES OF THE FOUNDATION ANNUALLY ACKNOWLEDGE THE POLICY AND DISCLOSE ANY INTEREST WHICH MAY BE IN CONFLICT IN WRITING. |
| FORM 990, PART VI, SECTION B, LINE 15 | FOR ALL SENIOR MANAGEMENT POSITIONS, THE FOUNDATION CONSULTS MARKET SURVEYS, AND EMPLOYS COMPARABILITY ANALYSIS IN THE DETERMINATION OF APPROPRIATE COMPENSATION. THE BOARD APPROVES THE CEO'S COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION MAINTAINS A COPY OF ITS FORM 990 ON ITS OWN WEBSITE, LOCATED AT WWW.FRANKLLOYDWRIGHT.ORG, AS WELL AS LISTING IT ON GUIDESTAR.ORG. THE RETURN IS ALWAYS IMMEDIATELY AVAILABLE UPON REQUEST. THE FOUNDATION'S ANNUAL REPORT IS POSTED ON THE COMPANY WEBSITE AND INCLUDES FINANCIAL INFORMATION. THE WEBSITE ALSO INCLUDES THE FOUNDATION'S MISSION AND VISION STATEMENT, AND LISTINGS OF THE BOARD OF TRUSTEES. ALL GOVERNING, TAXATION AND FINANCIAL DOCUMENTS, REQUIRED TO BE MADE PUBLIC, ARE AVAILABLE UPON WRITTEN, E-MAILED OR TELEPHONE REQUEST, OR IF REQUESTED IN PERSON, AT THE COMPANY'S HEADQUARTERS IN SCOTTSDALE, ARIZONA. |
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