HISTORIC NATCHEZ FOUNDATION: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
HISTORIC NATCHEZ FOUNDATION (EIN 23-7372767)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-15
IRS object ID
202203199349305500
Schema version
2021v4.2
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

FieldValueIRS element (for citing)
Return2022-11-15T09:20:56-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN640319291PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SILAS SIMMONS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1027AddressLine1Txt
CityNATCHEZCityNm
State AbbreviationMSStateAbbreviationCd
ZIP391211027ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237372767EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HISTORIC NATCHEZ FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHISTBusinessNameControlTxt
Phone6014422500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1POST OFFICE BOX 1761AddressLine1Txt
CityNATCHEZCityNm
State AbbreviationMSStateAbbreviationCd
ZIP39121ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPATRICK R BIGLANEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6014422500PhoneNum
Signature2022-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstPATRICKPersonFirstNm
Person LastBIGLANEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSCOTT ADAMS CPAPreparerPersonNm
PTINP01083682PTIN
Phone6014427411PhoneNum
Preparation2022-11-10PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerPATRICK R BIGLANEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1108 S COMMERCE STAddressLine1Txt
CityNATCHEZCityNm
State AbbreviationMSStateAbbreviationCd
ZIP39120ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$536,178GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressNATCHEZ.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1974FormationYr
Legal Domicile StateMSLegalDomicileStateCd
Activity Or MissionTO FOSTER, ENCOURAGE, AND ENGAGE IN THE PRESERVATION, RESTORATION, AND DEVELOPMENT OF HISTORIC OR IMPORTANT SITES, BUILDINGS, AND PERSONAL PROPERTY IN EVERY WAY DEEMED TO BE FEASIBLE, INCLUDING ACQUISITION OF BUILDINGS, SITES, AND OTHER PROPERTY FOR PRESERVATION.ActivityOrMissionDesc
Voting Members Governing Body19VotingMembersGoverningBodyCnt
Voting Members Independent19VotingMembersIndependentCnt
Total Employee9TotalEmployeeCnt
Total Volunteers50TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$134,660PYContributionsGrantsAmt
CY Contributions Grants$267,660CYContributionsGrantsAmt
PY Program Service Revenue$61,651PYProgramServiceRevenueAmt
CY Program Service Revenue$55,876CYProgramServiceRevenueAmt
PY Investment Income-$73,198PYInvestmentIncomeAmt
CY Investment Income-$69,339CYInvestmentIncomeAmt
PY Other Revenue-$42PYOtherRevenueAmt
CY Other Revenue$96,716CYOtherRevenueAmt
PY Total Revenue$123,071PYTotalRevenueAmt
CY Total Revenue$350,913CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$265,347PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$249,079CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$32,037CYTotalFundraisingExpenseAmt
PY Other Expenses$199,305PYOtherExpensesAmt
CY Other Expenses$202,969CYOtherExpensesAmt
PY Total Expenses$464,652PYTotalExpensesAmt
CY Total Expenses$452,048CYTotalExpensesAmt
PY Revenues Less Expenses-$341,581PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$101,135CYRevenuesLessExpensesAmt
Total Assets BOY$7,639,656TotalAssetsBOYAmt
Total Assets EOY$7,485,884TotalAssetsEOYAmt
Total Liabilities BOY$58,834TotalLiabilitiesBOYAmt
Total Liabilities EOY$6,197TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$7,580,822NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$7,479,687NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO FOSTER, ENCOURAGE, AND ENGAGE IN THE PRESERVATION, RESTORATION, AND DEVELOPMENT OF HISTORIC SITES, BUILDINGS, AND PERSONAL PROPERTY, IN EVERY WAY DEEMED TO BE FEASIBLE, INCLUDING ACQUISITION OF BUILDINGS, SITES, AND OTHER PROPERTY FOR PRESERVATION AND RESTORATION AND ESTABLISHMENT OF A REVOLVING FUND FOR THAT PURPOSE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$130,047ExpenseAmt
Revenue$95,615RevenueAmt
DescEDUCATION - INFORMATION RELATED TO NATCHEZ REGIONAL HISTORY, GENEALOGY, ARCHITECTURE, AND DECORATIVE ARTS IS PROVIDED ON A DAILY BASIS TO LOCAL CITIZENS, GOVERNMENTAL AND OTHER ORGANIZATIONS, VISITORS, SCHOLARS, WRITERS, GENEALOGISTS, HISTORICAL ASSOCIATIONS, MUSEUMS, FILMMAKERS, AND OTHERS. THE STAFF LECTURES AND CONSULTS ON NATCHEZ HISTORY; HISTORIC PRESERVATON; ARCHITECTURE; ARCHIVAL AND COLLECTIONS MANAGEMENT; DECORATIVE ARTS; LANDSCAPES; AND GARDENS TO LOCAL CITIZENS, LOCAL AND VISITING ORGANIZATIONS, AND TO TOURISTS. DISPLAYS EXHIBITS RELATED TO THE THEMES PREVIOUSLY CITED, AS WELL AS CONTEMPORARY FINE ART BY ARTISTS CURRENTLY OR FORMERLY ASSOCIATED WITH NATCHEZ. THE FOUNDATION ALLOWS OTHER NON-PROFIT AND GOVERNMENTAL ENTITIES TO USE THE FACILITIES AT NO CHARGE FOR MEETINGS AND EDUCATIONAL PROGRAMMING.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$148,209ExpenseAmt
Revenue$114,207RevenueAmt
DescPRESERVATION - WORKS TO PRESERVE HISTORIC BUILDINGS, WHICH SOMETIMES INVOLVES ACQUISITION AND RESTORATION. THE FOUNDATION PLACES PRESERVATION EASEMENTS IN PERPETUITY ON ALL HISTORIC PROPERTIES THAT ARE ACQUIRED FOR PRESERVATION PURPOSES BEFORE ANY RESALE OF THE PROPERTY.THE FOUNDATION SOLICITS PRESERVATION AND RESTORATION GRANTS AND OTHER FUNDING AND ADMINISTERS TWO FUNDS DEDICATED TO PRESERVATION AND RESTORATION ACTIVITIES.THE FOUNDATION WORKS WITH THE CITY TO INSURE THAT PUBLIC AND PRIVATE PROJECTS MEET HISTORIC PRESERVATION GUIDELINES.THE FOUNDATION ADVISES ON PROPER PRESERVATION AND RESTORATION METHODOLOGY AND ON THE DESIGN OF NEW BUILDINGS TO MAKE THEM COMPATIBLE WITHIN A HISTORIC CONTEXT.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$76,981ExpenseAmt
Revenue$55,776RevenueAmt
DescCOLLECTIONS - HAS A SIGNIFICANT COLLECTION OF IMPORTANT ARCHIVAL MATERIAL, MUSEUM ARTIFACTS, AND PUBLIC RECORDS RELATED TO THE HISTORY OF THE NATCHEZ REGION. THE FOUNDATION'S COLLECTIONS INCLUDE BOOKS, PHOTOGRAPHS, DOCUMENTS, SITE FILES, SUBJECT FILES, PUBLIC RECORDS, AND ARTIFACTS. THE ARCHIVES AND PUBLIC RECORDS ARE MADE AVAILABLE ON A DAILY BASIS TO THE PUBLIC UNDER SUPERVISION OF FOUNDATION STAFF. THE FOUNDATION MAINTAINS A RESEARCH LIBRARY WITH BOOKS AND REFERENCE MATERIAL ON NATCHEZ AND REGIONAL HISTORY, MISSISSIPPI HISTORY, HISTORIC PRESERVATION, ARCHITECTURE, DECORATIVE ARTS, FINE ARTS, AND MUSEUM MANAGEMENT. THE ADAMS COUNTY BOARD OF SUPERVISORS HAS ENTRUSTED THE FOUNDATION WITH THE CARE AND MANAGEMENT OF PUBLIC COURTHOUSE RECORDS DATING TO THE 18TH, 19TH, AND 20TH CENTURIES.THE COUNTY BEGAN RELOCATING CIRCUIT COURT RECORDS TO THE FOUNDATION IN 1992, AND THE PROGRAM EXPANDED IN 2008 TO INCLUDE THE CHANCERY COURT RECORDS. THE COUNTY PROVIDES A SMALL AMOUNT OF FUNDING FOR RECORDS MANAGEMENT. THE FOUNDATION HAS SPONSORED THE PROGRAM IN CONJUNCTION WITH UNIVERSITIES AND THE NATIONAL PARK SERVICE TO PRESERVE AND CATALOGUE THESE VALUABLE HISTORIC DOCUMENTS. STAFF MEMBERS CONTINUE TO PROCESS RECORDS TO PRESERVE THEM AND TO BUILD A COMPREHENSIVE COMPUTER DATABASE TO MAKE THEM MORE ACCESSIBLE TO THE PUBLIC.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$355,237TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation EasementsYes (1)ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art ContributionYes (1)DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document4IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee9EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Form8899 Filedind0Form8899Filedind
Form1098 C Filed0Form1098CFiledInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members19GoverningBodyVotingMembersCnt
Independent Voting Member19IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CARTER BURNSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6014422500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1108 SOUTH COMMERCE STAddressLine1Txt
CityNATCHEZCityNm
State AbbreviationMSStateAbbreviationCd
ZIP39120ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
STRATTON H BULL JR
PAST PRESIDENT3.00Yes (X)Yes (X)$0$0$0
DAVID BRAMLETTE
DIRECTOR2.00Yes (X)$0$0$0
SCOTT CHRISTIAN
DIRECTOR2.00Yes (X)$0$0$0
PATRICK R BIGLANE
PRESIDENT-ELECT3.00Yes (X)Yes (X)$0$0$0
JOSEPH M HAZLIP JR
PRESIDENT3.00Yes (X)Yes (X)$0$0$0
DEBBIE COSEY
DIRECTOR2.00Yes (X)$0$0$0
CHUCK CALDWELL
TREASURER3.00Yes (X)Yes (X)$0$0$0
TONY DEANGELIS
DIRECTOR2.00Yes (X)$0$0$0
KATE FELTUS
SECRETARY2.00Yes (X)Yes (X)$0$0$0
NEIFA HARDY
DIRECTOR2.00Yes (X)$0$0$0
LARRY HOLDER
DIRECTOR2.00Yes (X)$0$0$0
ANDY SARTIN
DIRECTOR2.00Yes (X)$0$0$0
BRITTNEY PATTEN
DIRECTOR2.00Yes (X)$0$0$0
BECKY JEX
DIRECTOR3.00Yes (X)$0$0$0
PHILIP CARBY
DIRECTOR2.00Yes (X)$0$0$0
CHERYL RINEHART
DIRECTOR2.00Yes (X)$0$0$0
SCOTT ADAMS
DIRECTOR2.00Yes (X)$0$0$0
LEONARDO LANG
DIRECTOR2.00Yes (X)$0$0$0
ELISE RUSHING
DIRECTOR2.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Membership Dues$49,265MembershipDuesAmt
Government Grants$108,703GovernmentGrantsAmt
All Other Contributions$109,692AllOtherContributionsAmt
Noncash Contributions$90,000NoncashContributionsAmt
Total Contributions$267,660TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
FACILITY INCOME900099$51,818$51,818
SPECIAL EVENT INCOME900099$2,298$2,298
REGISTRATIONS AND FEES900099$1,760$1,760
FieldValueIRS element (for citing)
Total Program Service Revenue$55,876TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$112,701TotalRevenueColumnAmt
Related Or Exempt Func Income$112,701RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$962SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt
Other$183,002OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$962SecuritiesAmt
Other-$183,002OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$182,040TotalRevenueColumnAmt
Related Or Exempt Func Income-$182,040RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$1,958GrossSalesOfInventoryAmt
Cost Of Goods Sold$2,263CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$305TotalRevenueColumnAmt
Related Or Exempt Func Income-$305RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PPP LOAN FORGIVEN900099$96,951$96,951
MISC REVENUE900099$70$70
FieldValueIRS element (for citing)
Other Revenue Total$97,021OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$350,913TotalRevenueColumnAmt
Related Or Exempt Func Income$83,253RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$219,427TotalAmt
Program Services$188,707ProgramServicesAmt
Management And General$13,166ManagementAndGeneralAmt
Fundraising$17,554FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$13,429TotalAmt
Program Services$11,549ProgramServicesAmt
Management And General$806ManagementAndGeneralAmt
Fundraising$1,074FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$16,223TotalAmt
Program Services$13,952ProgramServicesAmt
Management And General$973ManagementAndGeneralAmt
Fundraising$1,298FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$250TotalAmt
Program Services$215ProgramServicesAmt
Management And General$15ManagementAndGeneralAmt
Fundraising$20FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$16,140TotalAmt
Program Services$13,881ProgramServicesAmt
Management And General$968ManagementAndGeneralAmt
Fundraising$1,291FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$3,545TotalAmt
Program Services$3,048ProgramServicesAmt
Management And General$213ManagementAndGeneralAmt
Fundraising$284FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$49,570TotalAmt
Program Services$42,630ProgramServicesAmt
Management And General$2,974ManagementAndGeneralAmt
Fundraising$3,966FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$53,614TotalAmt
Program Services$46,108ProgramServicesAmt
Management And General$3,217ManagementAndGeneralAmt
Fundraising$4,289FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,432TotalAmt
Program Services$2,091ProgramServicesAmt
Management And General$146ManagementAndGeneralAmt
Fundraising$195FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$5,752TotalAmt
Program Services$4,947ProgramServicesAmt
Management And General$345ManagementAndGeneralAmt
Fundraising$460FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$5,279TotalAmt
Program Services$4,540ProgramServicesAmt
Management And General$317ManagementAndGeneralAmt
Fundraising$422FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$6,242TotalAmt
Program Services$5,368ProgramServicesAmt
Management And General$375ManagementAndGeneralAmt
Fundraising$499FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
INVESTMENT EXPENSE - NO$51,577$10,831$40,746
DUES & SUBSCRIPTIONS$3,289$2,829$197$263
TOUR EXPENSE$2,530$2,176$152$202
EXHIBITS & PHOTOGRAPHS$2,132$1,833$128$171

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$617TotalAmt
Program Services$532ProgramServicesAmt
Management And General$36ManagementAndGeneralAmt
Fundraising$49FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$452,048TotalAmt
Program Services$355,237ProgramServicesAmt
Management And General$64,774ManagementAndGeneralAmt
Fundraising$32,037FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$68,715BOYAmt
EOY$37,788EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$547,266BOYAmt
EOY$587,106EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,811BOYAmt
EOY$23,755EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$12,456BOYAmt
EOY$12,456EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,476,139LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$106,289LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,482,641BOYAmt
EOY$2,369,850EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$4,250,026BOYAmt
EOY$4,178,188EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$276,741BOYAmt
EOY$276,741EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$7,639,656BOYAmt
EOY$7,485,884EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$4,211BOYAmt
EOY$3,102EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$5,960BOYAmt
EOY$3,095EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$48,663BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$58,834BOYAmt
EOY$6,197EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$7,580,822BOYAmt
EOY$7,479,687EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,580,822BOYAmt
EOY$7,479,687EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,639,656BOYAmt
EOY$7,485,884EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$101,135ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$70,964CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$565,275CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$572,097CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$134,659CurrentTaxYearMinus1YearAmt
Current Tax Year$177,660CurrentTaxYearAmt
Total$1,520,655TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$70,964CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$565,275CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$572,097CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$134,659CurrentTaxYearMinus1YearAmt
Current Tax Year$177,660CurrentTaxYearAmt
Total$1,520,655TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$1,520,655PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$121,834CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$156,027CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$210,909CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$254,353CurrentTaxYearMinus1YearAmt
Current Tax Year$268,518CurrentTaxYearAmt
Total$1,011,641TotalAmt
FieldValueIRS element (for citing)
Total Support$2,532,296TotalSupportAmt
Public Support CY1700.60050PublicSupportCY170Pct
Public Support PY1700.62010PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Easements11TotalEasementsCnt
Total Acreage1.40TotalAcreageCnt
Historic Structure Easements9HistoricStructureEasementsCnt
Historic Strctr Easements Aftr0HistoricStrctrEasementsAftrCnt
States Easements Held1StatesEasementsHeldCnt
Written Policy MonitoringYes (1)WrittenPolicyMonitoringInd
Staff Hours Spent Enforcement8.00StaffHoursSpentEnforcementCnt
Expenses Incurred Enforcement$0ExpensesIncurredEnforcementAmt
Section170h Rqr StsfdYes (1)Section170hRqrStsfdInd

Held Works Art HeldWorksArtGrp

FieldValueIRS element (for citing)
Assets Included$276,741AssetsIncludedAmt
FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Solicited Assets Sale0SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,542,426BeginningYearBalanceAmt
Investment Earnings Or Losses$690,796InvestmentEarningsOrLossesAmt
Other Expenditures$395,039OtherExpendituresAmt
End Year Balance$5,838,183EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,899,658BeginningYearBalanceAmt
Investment Earnings Or Losses$785,304InvestmentEarningsOrLossesAmt
Other Expenditures$142,536OtherExpendituresAmt
End Year Balance$5,542,426EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,758,966BeginningYearBalanceAmt
Investment Earnings Or Losses$532,177InvestmentEarningsOrLossesAmt
Other Expenditures$391,485OtherExpendituresAmt
End Year Balance$4,899,658EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,977,047BeginningYearBalanceAmt
Contributions$1,352,727ContributionsAmt
Investment Earnings Or Losses$346,650InvestmentEarningsOrLossesAmt
Other Expenditures$917,458OtherExpendituresAmt
End Year Balance$4,758,966EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,443,101BeginningYearBalanceAmt
Investment Earnings Or Losses$688,344InvestmentEarningsOrLossesAmt
Other Expenditures$104,589OtherExpendituresAmt
Administrative Expenses$49,809AdministrativeExpensesAmt
End Year Balance$3,977,047EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.99470BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.00530PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$255,241InvestmentCostOrOtherBasisAmt
Book Value$255,241BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$2,109,666InvestmentCostOrOtherBasisAmt
Book Value$2,109,666BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$111,232InvestmentCostOrOtherBasisAmt
Depreciation$106,289DepreciationAmt
Book Value$4,943BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,369,850TotalBookValueLandBuildingsAmt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART II, LINE 3:THE FOUNDATION HAS NEVER RECEIVED A QUALIFIED CONSERVATION EASEMENT AS A DONATION. THE EASEMENTS HELD BY THE FOUNDATION WERE PLACED BY THE FOUNDATION ON HISTORIC PROPERTIES OWNED BY THE FOUNDATION BEFORE THEIR RESALE. SINCE NONE OF THE FOUNDATION'S EXISTING EASEMENTS WERE RECEIVED AS CONTRIBUTIONS, THE FOUNDATION HAS NEVER REPORTED THE EASEMENTS THAT IT HOLDS IN ITS REVENUE OR EXPENSE STATEMENT.
PART III, LINE 1A:THE AMOUNT REPRESENTS COLLECTIONS AND ACQUISITIONS THAT WERE VALUED AND LISTED INDIVIDUALLY BEFORE THE FOUNDATION BECAME A MORE COLLECTIONS-FOCUSED ORGANIZATION AND ELECTED UNDER SFAS 116(ASC958) NOT TO REPORT WORKS OF ART, ETC., HELD FOR PUBLIC EXHIBITION, EDUCATION, OR RESEARCH, ETC.
PART III, LINE 4:THE FOUNDATION INITIALLY FOCUSED MOST OF ITS ATTENTION ON BUILDINGS, BUT EXPANDED TO PERSONAL PROPERTY IN CREATING A SIGNIFICANT ARCHIVAL COLLECTION IN THE 1990S AND 2000S AND IS INCREASINGLY BECOMING MORE FOCUSED ON MUSEUM AND EXHIBIT DEVELOPMENT.
PART V, LINE 4:INCOME FROM THE ENDOWMENT HAS ENABLED THE FOUNDATION TO ACQUIRE AND REHABILITATE HISTORIC PROPERTY AND ASSIST PUBLIC AND PRIVATE OWNERS OF HISTORIC PROPERTY IN RESEARCHING, RESTORING, MAINTAINING, AND INTERPRETING THEIR HISTORIC PROPERTIES. THE ENDOWMENT ALSO SUPPORTS OPERATIONAL EXPENSES.

Schedule M IRS990ScheduleM

Real Estate Residential RealEstateResidentialGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$90,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesAPPRAISALMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6HISTORIC NATCHEZ FOUNDATION IS A MEMBERSHIP ORGANIZATION WITH MEMBERSHIP OPEN TO THE GENERAL PUBLIC.
FORM 990, PART VI, SECTION A, LINE 7AHISTORIC NATCHEZ FOUNDATION IS A MEMBERSHIP ORGANIZATION WITH MEMBERSHIP OPEN TO THE GENERAL PUBLIC.
FORM 990, PART VI, SECTION B, LINE 11BTHE TREASURER AND CPAS ON THE BOARD REVIEW THE RETURN. THE TAX RETURN IS THEN EMAILED TO ALL MEMBERS OF THE BOARD FOR REVIEW AND COMMENT PRIOR TO FILING THE RETURN.
FORM 990, PART VI, SECTION B, LINE 12CTHE FOUNDATION HAS AN EMPLOYEE MANUAL THAT ADDRESSES CONFLICTS OF INTEREST THAT ARE SPECIFIC TO MUSEUMS AND NON-POFITS. BOARD MEMBERS CONSCIENTIOUSLY RECUSE THEMSELVES FROM VOTING ON ISSUES THAT COULD BE CONSTRUED AS CONFLICTS OF INTEREST. BOARD MEMBERS AND STAFF COMPLETE A CONFLICT OF INTEREST FORM ANNUALLY.
FORM 990, PART VI, SECTION C, LINE 19THE FOUNDATION'S TAX RETURN, GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE FOR REVIEW AND INSPECTION AT THE HEADQUARTERS OF THE FOUNDATION.

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