2023-11-15T12:25:34-06:00 2022-12-31 561750124 BATCHELOR TILLERY & ROBERTS LLP 3605 GLENWOOD AVENUE SUITE 350 RALEIGH NC 27612 990PF 2022-01-01 133747036 CLASSICAL AMERICAN HOMES PRESERVATION TRUST CLAS 9196290150 376 ST MARYS ROAD HILLSBOROUGH NC 27278 LUCY CLARK DOUGHERTY CHAIRMAN 9197969909 2023-11-15 1 LUCY CLARK DOUGHERTY 999009999 0 JARED L PILAND P01326291 9197878212 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 138916637 X 86112 775752 775752 775752 1359480 1359480 1359480 -1227414 0 0 12496 0 12496 1006426 2135232 2147728 400918 0 0 400918 782288 0 206896 575392 197246 0 22307 174939 6593 0 6593 0 32886 16443 16443 0 574211 390900 53343 129968 264944 0 15739 81974 602502 0 602502 65580 0 23182 42398 3155605 0 131462 3024143 6082773 407343 1078467 4429732 0 0 6082773 407343 1078467 4429732 -5076347 1727889 1069261 576662 341585 341585 1173052 8778736 8778736 51279780 58323509 61036138 3019249 1146328 1150207 19309985 21311464 22340228 42975396 5829826 56764811 37145570 45269743 132123539 127047192 138916637 0 0 X 0 0 0 0 132123539 127047192 132123539 127047192 132123539 127047192 132123539 -5076347 0 127047192 0 127047192 JP MORGAN P -1227414 -1227414 -1227414 0 24018 0 24018 0 24018 104200 0 0 0 104200 0 80182 80182 0 0 0 0 0 0 0 0 0 0 0 1 1 NY NC SC 1 1 0 0 0 1 WWW.CLASSICALAMERICANHOMES.ORG OUTFITTERS4INC 3369300140 717 COLISEUM DRIVE NW WINSTON SALEM NC 27106 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 63619 1740 0 SHARON FRANK 376 ST MARYS ROAD HILLSBOROUGH NC 27278 CFO/TREASURER 40.00 146151 16222 0 CORBETT TOUSSAINT 376 ST MARYS ROAD HILLSBOROUGH NC 27278 CORPORATE SECRETARY 40.00 32963 725 0 THOMAS KEVIN CHERRY 376 ST MARYS ROAD HILLSBOROUGH NC 27278 VICE PRESIDENT 40.00 121011 8874 0 JOSEPH BEATTY 376 ST MARYS ROAD HILLSBOROUGH NC 27278 SECRETARY/TREASURER 40.00 37174 14291 0 GRANT STEVEN QUERTERMOUS 376 ST MARYS ROAD HILLSBOROUGH NC 27278 CURATOR & DIRECTOR O 40.00 113583 3871 0 WILLIAM CROWTHER 376 ST MARYS ROAD HILLSBOROUGH NC 27278 SITE SUPERVISOR 40.00 106615 2580 0 WILLIAM HAMILTON 376 ST MARYS ROAD HILLSBOROUGH NC 27278 SITE SUPERVISOR 40.00 86886 9542 0 LOUIS HALL 376 ST MARYS ROAD HILLSBOROUGH NC 27278 SITE SUPERVISOR 40.00 80866 8640 0 JOHN DARGAN 376 ST MARYS ROAD HILLSBOROUGH NC 27278 SITE SUPERVISOR 40.00 60655 21922 0 0 RICHARD MARKS RESTORATIONS INC 12-D VANDERHORST STREET CHARLESTON SC 29403 MAINTENANCE 557012 MEADORS INC PO BOX 21758 CHARLESTON SC 29413 MAINTENANCE 278690 DECO LLC PO BOX 61900 NORTH CHARLESTON SC 29419 MAINTENANCE 227472 C2 ELECTRIC 3075 CAITLYNN DRIVE SUMTER SC 29154 MAINTENANCE 131860 RUSSELL REYNOLDS ASSOCIATES INC 277 PARK AVENUE SUITE 3800 NEW YORK NY 10172 EXECUTIVE SEARCH 109200 0 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. 5032234 0 94130896 5953269 0 100084165 0 0 100084165 1501262 98582903 4929145 X 4429732 0 4429732 1994-09-15 X 1069261 79680 0 0 1148941 908872 67728 0 0 976600 4429732 2881698 2829720 1980697 12121847 0 0 0 0 0 4429732 2881698 2829720 1980697 12121847 138916637 162745954 155694920 146260525 603618036 45269743 64494462 71262974 72112709 253139888 3286097 2949966 2395235 1876665 10507963 0 0 0 0 X 0 0 TOUR INCOME 12496 14 775752 14 1359480 18 -1227414 0 907818 12496 920314 1 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. 0 0 0 0 0 0 0 0 0 0 X X 1 CRAIG CALLEN 12916 MIZNER WAY WELLINGTON FL 33414 6225 X 2 PETER L MALKIN 60 EAST 42ND STREET NEW YORK NY 10128 5000 X 3 THE CHILTON FOUNDATION 1290 E MAIN STREET STAMFORD CT 02902 15000 X 4 THOMAS S KENAN III PO BOX 4150 CHAPEL HILL NC 275154150 5000 X 5 GATES H HAWN 48 POST KENNEL RD FAR HILLS NJ 07931 5000 X 6 FIDELITY CHARITABLE CO MRS ELIZABET 88 BLACK FALCON AVE STE 167 S3A BOSTON MA 02210 10000 X 7 POSTAGE STAMP FARM FOUNDATION 5051 138TH TRL S WELLINGTON FL 33449 5000 X ACCOUNTING FEES 32886 16443 16443 0 JP MORGAN CHASE BANK 1146328 1150207 JP MORGAN CHASE BANK 58323509 61036138 BAXTER STREET FUND II LP AT COST 4232840 4171427 SELECT EQUITY FUND, L.P. AT COST 6996136 7002383 BLACKSTONE PRIVATE CREDIT FUND AT COST 4860983 4640773 BLACKSTONE REAL ESTATE INCOME TRUST AT COST 5221505 6525645 LEGAL FEES 6593 0 6593 0 ADVERTISING AND PUBLICATIONS 5750 0 750 5000 PAYROLL PROCESSING 5132 0 2053 3079 BOARD MEETINGS 1078 0 1078 0 OFFICE EXPENSE 5243 0 3215 2028 COMPUTER AND TECHNOLOGY 55606 0 27667 27939 REPAIRS & MAINTENANCE 851516 0 0 851516 UTILITIES 124850 0 0 124850 PROPERTY INSURANCE 153952 0 0 153952 MISCELLANEOUS 46364 0 41080 5284 EDUCATION PROGRAMMING 417565 0 0 417565 SHIPPING 21338 0 21042 296 SPECIAL EVENTS 34577 0 34577 0 LOSS ON SALE OF 67 AND 69 BAKER HOUSE 1432634 0 0 1432634 TOUR INCOME 12496 12496 INVESTMENT MANAGEMENT FEES 390900 390900 0 0 CONSULTING FEES 183311 0 53343 129968 PAYROLL TAXES 93125 0 15739 77386 FEDERAL EXCISE TAX 167231 0 0 0 PROPERTY TAXES 4588 0 0 4588