RICHARD HAMPTON JENRETTE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- RICHARD HAMPTON JENRETTE FOUNDATION (EIN 13-3747036)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202313199349104516
- Schema version
- 2022v5.0
- 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-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T12:25:34-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561750124 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BATCHELOR TILLERY & ROBERTS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3605 GLENWOOD AVENUE SUITE 350 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133747036 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLASSICAL AMERICAN HOMES PRESERVATION | BusinessNameLine1Txt |
| Business Name Line2 | TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CLAS | BusinessNameControlTxt |
| Phone | 9196290150 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 376 ST MARYS ROAD | AddressLine1Txt |
| City | HILLSBOROUGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27278 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LUCY CLARK DOUGHERTY | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 9197969909 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LUCY | PersonFirstNm |
| Person Last | CLARK DOUGHERTY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JARED L PILAND | PreparerPersonNm |
| PTIN | P01326291 | PTIN |
| Phone | 9197878212 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $138,916,637 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $86,112 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $775,752 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $775,752 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $775,752 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,359,480 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,359,480 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,359,480 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,227,414 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $12,496 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $12,496 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,006,426 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,135,232 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,147,728 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $400,918 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $400,918 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $782,288 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $206,896 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $575,392 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $197,246 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $22,307 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $174,939 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $6,593 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $6,593 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $32,886 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $16,443 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $16,443 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $574,211 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $390,900 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $53,343 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $129,968 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $264,944 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $15,739 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $81,974 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $602,502 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $602,502 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $65,580 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $23,182 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $42,398 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,155,605 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $131,462 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,024,143 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,082,773 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $407,343 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,078,467 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,429,732 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,082,773 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $407,343 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,078,467 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,429,732 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,076,347 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,727,889 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,069,261 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $576,662 | CashBOYAmt |
| Cash EOY | $341,585 | CashEOYAmt |
| Cash EOYFMV | $341,585 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,173,052 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,778,736 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,778,736 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $51,279,780 | CorporateStockBOYAmt |
| Corporate Stock EOY | $58,323,509 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $61,036,138 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,019,249 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,146,328 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,150,207 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $19,309,985 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $21,311,464 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $22,340,228 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $42,975,396 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,829,826 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $56,764,811 | LandBOYAmt |
| Land EOY | $37,145,570 | LandEOYAmt |
| Land EOYFMV | $45,269,743 | LandEOYFMVAmt |
| Total Assets BOY | $132,123,539 | TotalAssetsBOYAmt |
| Total Assets EOY | $127,047,192 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $138,916,637 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $132,123,539 | RetainedEarningBOYAmt |
| Retained Earning EOY | $127,047,192 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $132,123,539 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $127,047,192 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $132,123,539 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $127,047,192 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $132,123,539 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,076,347 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $127,047,192 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $127,047,192 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | JP MORGAN | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gain Or Loss | -$1,227,414 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$1,227,414 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,227,414 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $24,018 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $24,018 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $24,018 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $104,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $104,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $80,182 | OverpaymentAmt |
| Applied To ES Tax | $80,182 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | SC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.CLASSICALAMERICANHOMES.ORG | WebsiteAddressTxt |
| Individual With Books | OUTFITTERS4INC | IndividualWithBooksNm |
| Phone | 3369300140 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 717 COLISEUM DRIVE NW | AddressLine1Txt |
| City | WINSTON SALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (16 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BUDDY JENRETTE | ||||||||
| 376 ST MARYS ROAD | HILLSBOROUGH | NC | 27278 | CHAIRMAN EMERITUS | 5.00 | $0 | $0 | $0 |
| CHARLES DUELL | ||||||||
| 376 ST MARYS ROAD | HILLSBOROUGH | NC | 27278 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| SCOTT BESSENT | ||||||||
| 376 ST MARYS ROAD | HILLSBOROUGH | NC | 27278 | DIRECTOR | 8.00 | $0 | $0 | $0 |
| MICHAEL A BOYD | ||||||||
| 376 ST MARYS ROAD | HILLSBOROUGH | NC | 27278 | DIRECTOR | 8.00 | $0 | $0 | $0 |
| LUCY CLARK DOUGHERTY | ||||||||
| 376 ST MARYS ROAD | HILLSBOROUGH | NC | 27278 | CHAIRMAN | 10.00 | $0 | $0 | $0 |
| CRAIG CALLEN | ||||||||
| 376 ST MARYS ROAD | HILLSBOROUGH | NC | 27278 | DIRECTOR | 8.00 | $0 | $0 | $0 |
| RICHARD CHILTON | ||||||||
| 376 ST MARYS ROAD | HILLSBOROUGH | NC | 27278 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| AMABEL JAMES | ||||||||
| 376 ST MARYS ROAD | HILLSBOROUGH | NC | 27278 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| CHANDLER JENRETTE | ||||||||
| 376 ST MARYS ROAD | HILLSBOROUGH | NC | 27278 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| JEFF NUECHTERLEIN | ||||||||
| 376 ST MARYS ROAD | HILLSBOROUGH | NC | 27278 | DIRECTOR | 8.00 | $0 | $0 | $0 |
| ALICE TISCH | ||||||||
| 376 ST MARYS ROAD | HILLSBOROUGH | NC | 27278 | DIRECTOR | 8.00 | $0 | $0 | $0 |
| ROBERT LEATH | ||||||||
| 376 ST MARYS ROAD | HILLSBOROUGH | NC | 27278 | PRESIDENT | 40.00 | $63,619 | $1,740 | $0 |
| SHARON FRANK | ||||||||
| 376 ST MARYS ROAD | HILLSBOROUGH | NC | 27278 | CFO/TREASURER | 40.00 | $146,151 | $16,222 | $0 |
| CORBETT TOUSSAINT | ||||||||
| 376 ST MARYS ROAD | HILLSBOROUGH | NC | 27278 | CORPORATE SECRETARY | 40.00 | $32,963 | $725 | $0 |
| THOMAS KEVIN CHERRY | ||||||||
| 376 ST MARYS ROAD | HILLSBOROUGH | NC | 27278 | VICE PRESIDENT | 40.00 | $121,011 | $8,874 | $0 |
| JOSEPH BEATTY | ||||||||
| 376 ST MARYS ROAD | HILLSBOROUGH | NC | 27278 | SECRETARY/TREASURER | 40.00 | $37,174 | $14,291 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| GRANT STEVEN QUERTERMOUS | ||||||||
| 376 ST MARYS ROAD | HILLSBOROUGH | NC | 27278 | CURATOR & DIRECTOR O | 40.00 | $113,583 | $3,871 | $0 |
| WILLIAM CROWTHER | ||||||||
| 376 ST MARYS ROAD | HILLSBOROUGH | NC | 27278 | SITE SUPERVISOR | 40.00 | $106,615 | $2,580 | $0 |
| WILLIAM HAMILTON | ||||||||
| 376 ST MARYS ROAD | HILLSBOROUGH | NC | 27278 | SITE SUPERVISOR | 40.00 | $86,886 | $9,542 | $0 |
| LOUIS HALL | ||||||||
| 376 ST MARYS ROAD | HILLSBOROUGH | NC | 27278 | SITE SUPERVISOR | 40.00 | $80,866 | $8,640 | $0 |
| JOHN DARGAN | ||||||||
| 376 ST MARYS ROAD | HILLSBOROUGH | NC | 27278 | SITE SUPERVISOR | 40.00 | $60,655 | $21,922 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RICHARD MARKS RESTORATIONS INC | |||||
| 12-D VANDERHORST STREET | CHARLESTON | SC | 29403 | MAINTENANCE | $557,012 |
| MEADORS INC | |||||
| PO BOX 21758 | CHARLESTON | SC | 29413 | MAINTENANCE | $278,690 |
| DECO LLC | |||||
| PO BOX 61900 | NORTH CHARLESTON | SC | 29419 | MAINTENANCE | $227,472 |
| C2 ELECTRIC | |||||
| 3075 CAITLYNN DRIVE | SUMTER | SC | 29154 | MAINTENANCE | $131,860 |
| RUSSELL REYNOLDS ASSOCIATES INC | |||||
| 277 PARK AVENUE SUITE 3800 | NEW YORK | NY | 10172 | EXECUTIVE SEARCH | $109,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | TO PRESERVE, PROTECT AND OPEN TO THE PUBLIC EXAMPLES OF CLASSICAL AMERICAN RESIDENTIAL ARCHITECTURE, SURROUNDING LANDSCAPES AND SCENIC TRAILS, AS WELL AS FINE AND DECORATIVE ARTS OF THE FIRST HALF OF THE NINETEENTH CENTURY. | Description1Txt |
| Expenses1 | $5,032,234 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $94,130,896 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,953,269 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $100,084,165 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $100,084,165 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,501,262 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $98,582,903 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,929,145 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,429,732 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,429,732 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1994-09-15 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,069,261 | CurrentYearAmt |
| Year1 | $79,680 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $1,148,941 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $908,872 | CurrentYearAmt |
| Year1 | $67,728 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $976,600 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,429,732 | CurrentYearAmt |
| Year1 | $2,881,698 | Year1Amt |
| Year2 | $2,829,720 | Year2Amt |
| Year3 | $1,980,697 | Year3Amt |
| Total | $12,121,847 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,429,732 | CurrentYearAmt |
| Year1 | $2,881,698 | Year1Amt |
| Year2 | $2,829,720 | Year2Amt |
| Year3 | $1,980,697 | Year3Amt |
| Total | $12,121,847 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $138,916,637 | CurrentYearAmt |
| Year1 | $162,745,954 | Year1Amt |
| Year2 | $155,694,920 | Year2Amt |
| Year3 | $146,260,525 | Year3Amt |
| Total | $603,618,036 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $45,269,743 | CurrentYearAmt |
| Year1 | $64,494,462 | Year1Amt |
| Year2 | $71,262,974 | Year2Amt |
| Year3 | $72,112,709 | Year3Amt |
| Total | $253,139,888 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,286,097 | CurrentYearAmt |
| Year1 | $2,949,966 | Year1Amt |
| Year2 | $2,395,235 | Year2Amt |
| Year3 | $1,876,665 | Year3Amt |
| Total | $10,507,963 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
| Total Grant Or Contri Pd Dur Yr | $0 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TOUR INCOME | Desc |
| Related Or Exempt Function Incm | $12,496 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $775,752 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,359,480 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,227,414 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $907,818 | ExclusionAmt |
| Related Or Exempt Function Incm | $12,496 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $920,314 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | THE FOUNDATION RECEIVED SITE VISITING AND TOUR FEES AS PART OF ITS ACTIVITIES IN OPERATING AYR MOUNT (HILLSBOROUGH, NC), MILLFORD PLANTATION (PINEWOOD, SC), ROPER HOUSE (CHARLESTON, SC), AND EDGEWATER (BARRYTOWN, NY). THEY ARE SITES OF SIGNIFICANT ARCHITECTURE AND DECORATIVE ARTS. THEY ARE OPEN FOR PUBLIC VISITING, EDUCATION, AND CULTURAL ENHANCEMENT. THESE ACTIVITIES CONTRIBUTE IMPORTANTLY TO THE FOUNDATION'S EXEMPT PURPOSE OF FOSTERING KNOWLEDGE AND APPRECIATION OF THE HISTORY AND CULTURE OF THE UNITED STATES OF AMERICA. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (7 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| CRAIG CALLEN | ||||||
| 1 | 12916 MIZNER WAY | WELLINGTON | FL | 33414 | $6,225 | Yes (X) |
| PETER L MALKIN | ||||||
| 2 | 60 EAST 42ND STREET | NEW YORK | NY | 10128 | $5,000 | Yes (X) |
| THE CHILTON FOUNDATION | ||||||
| 3 | 1290 E MAIN STREET | STAMFORD | CT | 02902 | $15,000 | Yes (X) |
| THOMAS S KENAN III | ||||||
| 4 | PO BOX 4150 | CHAPEL HILL | NC | 275154150 | $5,000 | Yes (X) |
| GATES H HAWN | ||||||
| 5 | 48 POST KENNEL RD | FAR HILLS | NJ | 07931 | $5,000 | Yes (X) |
| FIDELITY CHARITABLE CO MRS ELIZABET | ||||||
| 6 | 88 BLACK FALCON AVE STE 167 S3A | BOSTON | MA | 02210 | $10,000 | Yes (X) |
| POSTAGE STAMP FARM FOUNDATION | ||||||
| 7 | 5051 138TH TRL S | WELLINGTON | FL | 33449 | $5,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $32,886 | Amt |
| Net Investment Income | $16,443 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $16,443 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | JP MORGAN CHASE BANK | BondNm |
| EOY Book Value | $1,146,328 | EOYBookValueAmt |
| EOYFMV | $1,150,207 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | JP MORGAN CHASE BANK | StockNm |
| EOY Book Value | $58,323,509 | EOYBookValueAmt |
| EOYFMV | $61,036,138 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BAXTER STREET FUND II LP | AT COST | $4,232,840 | $4,171,427 |
| SELECT EQUITY FUND, L.P. | AT COST | $6,996,136 | $7,002,383 |
| BLACKSTONE PRIVATE CREDIT FUND | AT COST | $4,860,983 | $4,640,773 |
| BLACKSTONE REAL ESTATE INCOME TRUST | AT COST | $5,221,505 | $6,525,645 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $6,593 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,593 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADVERTISING AND PUBLICATIONS | $5,750 | $0 | $750 | $5,000 |
| PAYROLL PROCESSING | $5,132 | $0 | $2,053 | $3,079 |
| BOARD MEETINGS | $1,078 | $0 | $1,078 | $0 |
| OFFICE EXPENSE | $5,243 | $0 | $3,215 | $2,028 |
| COMPUTER AND TECHNOLOGY | $55,606 | $0 | $27,667 | $27,939 |
| REPAIRS & MAINTENANCE | $851,516 | $0 | $0 | $851,516 |
| UTILITIES | $124,850 | $0 | $0 | $124,850 |
| PROPERTY INSURANCE | $153,952 | $0 | $0 | $153,952 |
| MISCELLANEOUS | $46,364 | $0 | $41,080 | $5,284 |
| EDUCATION PROGRAMMING | $417,565 | $0 | $0 | $417,565 |
| SHIPPING | $21,338 | $0 | $21,042 | $296 |
| SPECIAL EVENTS | $34,577 | $0 | $34,577 | $0 |
| LOSS ON SALE OF 67 AND 69 BAKER HOUSE | $1,432,634 | $0 | $0 | $1,432,634 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TOUR INCOME | Desc |
| Revenue And Expenses Per Books | $12,496 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $12,496 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $390,900 | $390,900 | $0 | $0 |
| CONSULTING FEES | $183,311 | $0 | $53,343 | $129,968 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL TAXES | $93,125 | $0 | $15,739 | $77,386 |
| FEDERAL EXCISE TAX | $167,231 | $0 | $0 | $0 |
| PROPERTY TAXES | $4,588 | $0 | $0 | $4,588 |