STRATFORD HALL: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- STRATFORD HALL (EIN 54-0536105)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2021-11-15
- IRS object ID
- 202113199349326001
- Schema version
- 2020v4.1
- 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 | 2021-11-15T17:04:35-06:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 540618213 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HANTZMON WIEBEL LLP CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1408 | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 540536105 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT E LEE MEMORIAL ASSOCIATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 8044931977 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 483 GREAT HOUSE ROAD | AddressLine1Txt |
| City | STRATFORD | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 225580001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN L DALY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8044931977 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KAREN | PersonFirstNm |
| Person Last | DALY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRAVIS W SIMPSON | PreparerPersonNm |
| PTIN | P00481332 | PTIN |
| Phone | 4342962156 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STRATFORD HALL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KAREN L DALY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 483 GREAT HOUSE ROAD | AddressLine1Txt |
| City | STRATFORD | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 225580001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,210,015 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.STRATFORDHALL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1929 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | STRATFORD HALL PRESERVES THE LEGACY OF THE LEE FAMILY AND ITS PLANTATION COMMUNITY; INSPIRES AN APPRECIATION OF AMERICA'S PAST; AND ENCOURGAGES COMMITMENT TO THE IDEALS OF LEADERSHIP, HONOR, INDEPENDENT THOUGHT AND CIVIC RESPONSBILITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 26 | VotingMembersIndependentCnt |
| Total Employee | 47 | TotalEmployeeCnt |
| Total Volunteers | 75 | TotalVolunteersCnt |
| Total Gross UBI | $20,169 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $61,061 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,353,723 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,677,999 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $330,469 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $120,959 | CYProgramServiceRevenueAmt |
| PY Investment Income | $91,987 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,198 | CYInvestmentIncomeAmt |
| PY Other Revenue | $71,997 | PYOtherRevenueAmt |
| CY Other Revenue | $133,632 | CYOtherRevenueAmt |
| PY Total Revenue | $1,848,176 | PYTotalRevenueAmt |
| CY Total Revenue | $1,938,788 | 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 | $1,705,036 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,601,984 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $2,700 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $341,921 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,913,371 | PYOtherExpensesAmt |
| CY Other Expenses | $1,546,999 | CYOtherExpensesAmt |
| PY Total Expenses | $3,621,107 | PYTotalExpensesAmt |
| CY Total Expenses | $3,148,983 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,772,931 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,210,195 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $30,763,859 | TotalAssetsBOYAmt |
| Total Assets EOY | $36,506,664 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $837,794 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,199,556 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $29,926,065 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $35,307,108 | NetAssetsOrFundBalancesEOYAmt |
| Mission | STRATFORD HALL PRESERVES THE LEGACY OF THE LEE FAMILY AND ITS SURROUNDING COMMUNITY; INSPIRES AN APPRECIATION OF AMERICA'S PAST, AND ENCOURAGES COMMITMENT TO THE IDEAS OF LEADERSHIP, HONOR, INDEPENDENT THOUGHT AND CIVIC RESPONSBILITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,123,006 | ExpenseAmt |
| Revenue | $96,793 | RevenueAmt |
| Desc | RESEARCH AND EDUCATION PROGRAMS ARE FOCUSED ON ENGAGING THE BROADEST POSSIBLE AUDIENCE IN THE HISTORY OF STRATFORD HALL, ITS BUILDINGS, LANDSCAPE AND THE PEOPLE WHO LIVED HERE. THIS IS ACCOMPLISHED BY DEVELOPING ON AND OFF-SITE PROGRAMS, FACILITATING ACCESS AND UTILIZATION OF OUR COLLECTIONS, AND ENCOURAGING SCHOLARLY RESEARCH. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $566,689 | ExpenseAmt |
| Desc | THE PRESERVATION INITIATIVES UNDERTAKEN ARE TO ASSURE THAT STRATFORD HALL'S IRREPLACEABLE HISTORIC BUILDINGS AND LANDSCAPE ARE PRESERVED IN PERPETUITY AND EQUIPPED TO MEET ON-GOING INSTITUTIONAL NEEDS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $513,321 | ExpenseAmt |
| Revenue | $75,982 | RevenueAmt |
| Desc | THE ASSOCIATION'S RETAIL OPERATIONS SUPPORT THE ASSOCIATION'S TAX EXEMPT PURPOSES BY PROVIDING LODGING AND DINING FACILITIES AND SERVICES FOR USE BY THE BOARD OF DIRECTORS, VISITORS, AND EDUCATIONAL PROGRAM PARTICIPANTS AS WELL AS A GIFT SHOP OFFERING MISSION RELATED AND NON-RELATED MERCHANDISE. THE ASSOCIATION'S ACTIVITES ALSO INCLUDE THE COSTS NECESSARY TO CONDUCT VISITOR ADMISSION OPERATIONS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,203,016 | 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 | 0 | 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 | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | 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 | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 24 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 47 | 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 | 26 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 26 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | 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 | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8044931977 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 483 GREAT HOUSE ROAD | AddressLine1Txt |
| City | STRATFORD | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 225580001 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 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 |
|---|---|---|---|---|---|---|---|
| ELAINE DEMING | |||||||
| CHAIR | 15.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KATIE LASKER | |||||||
| VICE CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LAURA GILLETTE | |||||||
| SECRETARY | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GINGER COLLIER | |||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARY JANE BROCK | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHELLE BROOKSHIRE | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| GINNY DAY | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| CUSTIS GLOVER | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| CYNTHIA GUILL | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MARTINA HAYWARD | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHY HENDRICKS | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| DIANNE LYKES | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| PAULA MADDEN | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| TALBOT PAYNE | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| ANN RAMSEY | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| ANNE REDD | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICIA REFO | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| PAULA RUFFIN | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| JEANNIE RUTHERFOORD | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| JANE SCHWAB | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| BARBARA SLICK | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| HARRIET STEPHENS | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| CITA SURATGAR | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MISSY VANBUREN-BROWN | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY WILSON | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| PAGE WOLTZ | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN S BACON | |||||||
| FORMER PRESIDENT | 45.00 | Yes (X) | $152,699 | $0 | $16,778 | ||
| KAREN DALY | |||||||
| PRESIDENT | 45.00 | Yes (X) | $0 | $0 | $0 | ||
| LAURA FORTSCH | |||||||
| DEVELOPMENT DIRECTOR | 45.00 | $114,574 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $267,273 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $16,778 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GLOBAL ENDOWMENT MANAGEMENT | |||||
| 550 S TRYON STREET SUITE 3500 | CHARLOTTE | NC | 28202 | INVESTMENT MANAGEMENT | $170,351 |
| RUSSELL REYNOLDS ASSOCIATES INC | |||||
| 1700 NEW YORK AVE NW 400 | WASHINGTON | DC | 20006 | EXECUTIVE RECRUITMENT | $109,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $340,000 | GovernmentGrantsAmt |
| All Other Contributions | $1,337,999 | AllOtherContributionsAmt |
| Noncash Contributions | $228,361 | NoncashContributionsAmt |
| Total Contributions | $1,677,999 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| GATE RECEIPTS | 561520 | $67,208 | $67,208 | |
| GUEST HOUSES | 721000 | $34,555 | $28,164 | $6,391 |
| EDUCATIONAL ACTIVTIES | 611710 | $15,947 | $15,947 | |
| OTHER REVENUES | 900099 | $3,249 | $3,249 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $120,959 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,131 | TotalRevenueColumnAmt |
| Exclusion | $6,131 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $24,167 | 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 | $24,167 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,167 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $24,167 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $228,361 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $228,294 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $67 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $67 | TotalRevenueColumnAmt |
| Exclusion | $67 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $23,920 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,920 | TotalRevenueColumnAmt |
| Exclusion | $23,920 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $90,751 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $42,933 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $47,818 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $34,040 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $13,778 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INSURANCE REIMBURSEMEN | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $37,727 | TotalRevenueColumnAmt |
| Exclusion | $37,727 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $37,727 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,938,788 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $172,775 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $20,169 | UnrelatedBusinessRevenueAmt |
| Exclusion | $67,845 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,422 | TotalAmt |
| Program Services | $78,490 | ProgramServicesAmt |
| Management And General | $69,769 | ManagementAndGeneralAmt |
| Fundraising | $26,163 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,205,393 | TotalAmt |
| Program Services | $889,362 | ProgramServicesAmt |
| Management And General | $98,957 | ManagementAndGeneralAmt |
| Fundraising | $217,074 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,157 | TotalAmt |
| Program Services | $6,367 | ProgramServicesAmt |
| Management And General | $513 | ManagementAndGeneralAmt |
| Fundraising | $1,277 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,737 | TotalAmt |
| Program Services | $89,927 | ProgramServicesAmt |
| Management And General | $18,961 | ManagementAndGeneralAmt |
| Fundraising | $14,849 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,275 | TotalAmt |
| Program Services | $61,840 | ProgramServicesAmt |
| Management And General | $10,583 | ManagementAndGeneralAmt |
| Fundraising | $17,852 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,525 | TotalAmt |
| Management And General | $45,525 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $184,027 | TotalAmt |
| Management And General | $184,027 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,421 | TotalAmt |
| Program Services | $107,322 | ProgramServicesAmt |
| Management And General | $10,009 | ManagementAndGeneralAmt |
| Fundraising | $90 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,737 | TotalAmt |
| Program Services | $126,134 | ProgramServicesAmt |
| Management And General | $20,405 | ManagementAndGeneralAmt |
| Fundraising | $18,198 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,773 | TotalAmt |
| Program Services | $47,341 | ProgramServicesAmt |
| Management And General | $26,526 | ManagementAndGeneralAmt |
| Fundraising | $4,906 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,325 | TotalAmt |
| Program Services | $89,508 | ProgramServicesAmt |
| Management And General | $9,817 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,073 | TotalAmt |
| Program Services | $12,035 | ProgramServicesAmt |
| Fundraising | $38 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,874 | TotalAmt |
| Program Services | $10,200 | ProgramServicesAmt |
| Management And General | $2,674 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,720 | TotalAmt |
| Management And General | $5,720 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $318,815 | TotalAmt |
| Program Services | $289,857 | ProgramServicesAmt |
| Management And General | $28,750 | ManagementAndGeneralAmt |
| Fundraising | $208 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,700 | TotalAmt |
| Program Services | $129,739 | ProgramServicesAmt |
| Management And General | $12,868 | ManagementAndGeneralAmt |
| Fundraising | $93 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SUPPLIES & OTHER EXPENS | $180,717 | $118,580 | $49,341 | $12,796 |
| REPAIRS AND MAINTENANCE | $99,060 | $88,634 | $9,601 | $825 |
| PURCHASE/RESTORATION OF | $49,210 | $49,210 | ||
| PUBLICITY/PUBLIC EVENTS | $36,022 | $8,470 | $27,552 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,148,983 | TotalAmt |
| Program Services | $2,203,016 | ProgramServicesAmt |
| Management And General | $604,046 | ManagementAndGeneralAmt |
| Fundraising | $341,921 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,740,879 | BOYAmt |
| EOY | $2,174,172 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $705,206 | BOYAmt |
| EOY | $710,857 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,580 | BOYAmt |
| EOY | $38,532 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,745 | BOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,917 | BOYAmt |
| EOY | $66,162 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,439 | BOYAmt |
| EOY | $16,500 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $12,135,201 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,513,728 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,821,376 | BOYAmt |
| EOY | $3,621,473 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,465,652 | BOYAmt |
| EOY | $28,762,630 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $817,065 | BOYAmt |
| EOY | $1,116,338 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,763,859 | BOYAmt |
| EOY | $36,506,664 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $158,562 | BOYAmt |
| EOY | $193,731 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $329,840 | BOYAmt |
| EOY | $329,840 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $349,392 | BOYAmt |
| EOY | $675,985 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $837,794 | BOYAmt |
| EOY | $1,199,556 | 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 | $5,875,067 | BOYAmt |
| EOY | $6,144,368 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,050,998 | BOYAmt |
| EOY | $29,162,740 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,926,065 | BOYAmt |
| EOY | $35,307,108 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,763,859 | BOYAmt |
| EOY | $36,506,664 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,210,195 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $6,543,790 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $47,448 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,448,945 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,543,872 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,348,384 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,352,633 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,677,999 | CurrentTaxYearAmt |
| Total | $8,371,833 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,448,945 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,543,872 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,348,384 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,352,633 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,677,999 | CurrentTaxYearAmt |
| Total | $8,371,833 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,617,323 | SubstantialContributorsTotAmt |
| Public Support Total170 | $6,754,510 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,710 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,131 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,480 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $43,709 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,298 | CurrentTaxYearAmt |
| Total | $155,328 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $8,527,161 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,432,055 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.79210 | PublicSupportCY170Pct |
| Public Support PY170 | 0.80470 | 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) |
|---|---|---|
| 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 |
Collection Used Other Purposes CollectionUsedOtherPurposesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Other Purposes | Yes (X) | CollectionUsedOtherPurposesInd |
| Other Purposes | EDUCATION | OtherPurposesDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,465,652 | BeginningYearBalanceAmt |
| Contributions | $85,124 | ContributionsAmt |
| Investment Earnings Or Losses | $6,543,790 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,086,952 | OtherExpendituresAmt |
| Administrative Expenses | $184,027 | AdministrativeExpensesAmt |
| End Year Balance | $28,823,587 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,570,225 | BeginningYearBalanceAmt |
| Contributions | $294,570 | ContributionsAmt |
| Investment Earnings Or Losses | -$173,333 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,068,649 | OtherExpendituresAmt |
| Administrative Expenses | $157,161 | AdministrativeExpensesAmt |
| End Year Balance | $23,465,652 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,466,109 | BeginningYearBalanceAmt |
| Contributions | $136,434 | ContributionsAmt |
| Investment Earnings Or Losses | $1,402,360 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,264,110 | OtherExpendituresAmt |
| Administrative Expenses | $170,568 | AdministrativeExpensesAmt |
| End Year Balance | $24,570,225 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,656,957 | BeginningYearBalanceAmt |
| Contributions | $57,000 | ContributionsAmt |
| Investment Earnings Or Losses | $1,984,875 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,063,904 | OtherExpendituresAmt |
| Administrative Expenses | $168,819 | AdministrativeExpensesAmt |
| End Year Balance | $24,466,109 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,155,259 | BeginningYearBalanceAmt |
| Contributions | $1,230,191 | ContributionsAmt |
| Investment Earnings Or Losses | $2,491,559 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,063,224 | OtherExpendituresAmt |
| Administrative Expenses | $156,828 | AdministrativeExpensesAmt |
| End Year Balance | $23,656,957 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.07000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.57000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.36000 | 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 | $812,049 | OtherCostOrOtherBasisAmt |
| Book Value | $812,049 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,551,781 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,174,782 | DepreciationAmt |
| Book Value | $2,376,999 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,771,371 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,338,946 | DepreciationAmt |
| Book Value | $432,425 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,621,473 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE INVESTMENTS | Desc |
| Book Value | $28,762,630 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $28,762,630 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYCHECK PROTECTION PROGRAM LOAN | Desc |
| Amt | $675,985 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $675,985 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $8,388,932 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $6,543,790 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $90,381 | OtherRevenueAmt |
| Revenue Not Reported | $6,634,171 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,754,761 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $184,027 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $184,027 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,938,788 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,007,889 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $42,933 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $42,933 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,964,956 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $184,027 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $184,027 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,148,983 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | THE ASSOCIATION'S HISTORIC PROPERTIES AND COLLECTIONS, ACQUIRED THROUGH PURCHASE AND CONTRIBUTIONS, ARE NOT RECOGNIZED AS ASSETS IN ACCORDANCE WITH ACCOUNTING STANDARDS. COSTS RELATED TO THE RESTORATION OF HISTORIC PROPERTIES AND COLLECTIONS ARE EXPENSED WHEN INCURRED. THE ASSOCIATION'S COLLECTIONS ARE MAINTAINED FOR PUBLIC EXHIBITION, EDUCATION, AND RESEARCH. |
| PART III, LINE 4: | ROBERT E. LEE MEMORIAL ASSOCIATION COLLECTS, EXHIBITS, INTERPRETS AND STUDIES A WIDE-SPANNING COLLECTION CONSISTING OF ARCHIVAL DOCUMENTS, RARE BOOKS, EPHEMERA, MAPS AND PRINTS, DECORATIVE ARTS, COSTUMES AND FURNISHING TEXTILES, TOOLS AND EQUIPMENT, PERSONAL ACCESSORIES, FINE ART, AND ARCHITECTURAL FRAGMENTS, AS WELL AS A LARGE COLLECTION OF ARCHAEOLOGICAL MATERIALS AND PALEONTOLOGICAL SPECIMENS. THE FOCUS OF THESE COLLECTIONS IS THE HISTORY OF THE LEE FAMILY OF VIRGINIA AS WELL AS THE HISTORY OF STRATFORD HALL ITSELF AS AN IMPORTANT NATURAL AND DOMESTIC SITE FROM PREHISTORY UNTIL THE PRESENT DAY. |
| PART V, LINE 4: | ENDOWED FUNDS ARE USED TO SUPPORT ONGOING OPERATIONS, PRESERVATION, MAINTAINENCE AND BEAUTIFICATION OF THE GROUNDS, AND OTHER FINANCIAL NEEDS OF THAT ARE ESSENTIAL TO THE ASSOCIATION'S MISSION AND OBJECTIVES. |
| PART X, LINE 2: | THE ASSOCIATION HAS REVIEWED AND EVALUATED THE RELEVANT TECHNICAL MERITS OF EACH OF ITS TAX POSITIONS IN ACCORDANCE WITH GUIDANCE ESTABLISHED BY THE FINANCIAL ACCOUNTING STANDARDS BOARD AND DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS OF THE ASSOCIATION. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD INCLUDED IN REVENUE ON 990 42,933. GAIN ON VALUATION OF BENEIFICAL INTEREST 47,448. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD INCLUDED IN REVENUE ON 990 42,933. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | AUCTION | Event1Nm |
| Gross Receipts Event1 | $23,920 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $23,920 | GrossRevenueEvent1Amt |
| Gross Receipts Total | $23,920 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $23,920 | GrossRevenueTotalEventsAmt |
| Net Income Summary | $23,920 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | 0 | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN S BACON | PersonNm |
| Title | FORMER PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $152,699 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $16,778 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $169,477 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | THE FORMER PRESDENT (JOHN BACON) RESIDED IN HOUSNG LOCATED ON THE ASSOCIATION'S PROPERTY THROUGH THE ENDNG TERM OF EMPLOYMENT, WHICH WAS DECEMBER 31, 2020. THIS HOUSING WAS A CONDITION OF EMPLOYMENT. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $228,361 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Historical Artifacts HistoricalArtifactsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Method Of Determining Revenues | NOT APPLICABLE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | REPRESENTS THE NUMBER OF ITEMS CONTRBUTED. |
| PART I, LINE 32B: | THE ASSOCIATION USES DAVENPORT AND COMPANY LLC AS THEIR BROKER TO RECEIVE AND LIQUIDATE DONATED SECURITIES. |
| PART I, LINE 33: | DURING THE YEAR, THE ASSOCIATION RECEIVED CONTRIBUTIONS OF COLLECTIONS RELATED TO STRATFORD HALL. THE ASSOCIATION HAS ELECTED NOT TO CAPITALIZE ITS HISTORIC PROPERTIES AND COLLECTIONS IN ACCORDANCE WITH ACCOUNTING STANDARDS. AS A RESULT, THE ASSOCIATION DOES NOT RECOGNIZE THE DONATION OF COLLECTION ITEMS AS CONTRIBUTION REVENUE. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | TWO MEMBERS OF THE BOARD OF DIRECTORS, HARRIET STEPHENS AND PAULA RUFFIN, ARE SISTERS. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS REVIEWED BY THE ASSOCIATION'S AUDIT COMMITTEE WITH EXTERNAL AUDITORS UPON COMPLETION OF THE AUDITED FINANCIAL STATEMENTS. THIS COMMITTEE THEN BRIEFS THE FULL BOARD OF DIRECTORS EACH OCTOBER AND PROVIDES EACH VOTING MEMBER OF THE BOARD WITH A FINAL VERSION OF FORM 990. AFTERWARDS, THE FORM 990 IS FILED AND MADE AVAILABLE FOR PUBLIC INSPECTION. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH BOARD MEMBER IS PROVIDED A COPY OF THE WRITTEN CONFLICT OF INTEREST POLICY. ANNUALLY, THIS POLICY IS REVIEWED BY THE BOARD OF DIRECTORS WITH EACH MEMBER COMPLETING A CONFLICT OF INTEREST STATEMENT, WHICH IS RETAINED UNTIL REQUIRING UPDATE DURING THE YEAR OR AT THE SEMI-ANNUAL FALL MEETING. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PERFORMANCE REVIEW OF THE PRESIDENT IS TYPICALLY CONDUCTED ANNUALLY FOLLOWING THE BOARD OF DIRECTORS' MEETING IN OCTOBER BY THE ASSOCIATION'S BOARD CHAIR AFTER DISCUSSION WITH KEY MEMBERS OF THE BOARD. A WRITTEN ANNUAL PERFORMANCE IS PREPARED, REVIEWED WITH THE PRESIDENT, WITH EACH PARTY SIGNING AND PLACED IN THE INDIVIDUAL'S PERSONNEL FILE. IN ORDER TO ENSURE THAT COMPENSATION IS FAIR AND REASONABLE, AND NOT EXCESSIVE, THE COMPENSATION COMMITTEE SHALL BE COMPOSED OF DIRECTORS THAT ARE FREE FROM ANY CONFLICT OF INTEREST RELATED TO THE REVIEW OF COMPENSATION. A SALARY INCREASE FOR THE PRESIDENT AND ALL EMPLOYEES IS DETERMINED WHEN THE ASSOCIATION'S BUDGET IS FINALIZED. THE SALARY INCREASE PROPOSED BY THE COMPENSATION COMMITTEE IS SUBJECT EACH YEAR TO BOARD APPROVAL AS DETERMINED BY THE NEEDS OF THE ASSOCIATION. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE ASSOCIATION'S 1023, 990, AND 990-T ARE STORED AT THE ASSOCIATION'S OFFICE AND ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS CAN BE DISTRIBUTED TO THE PUBLIC UPON REQUEST. HOWEVER, REQUESTS ARE SUBJECT TO THE APPROVAL OF THE PRESIDENT AND THE ASSOCATION'S CONSIDERATION OF THE INTENDED USE OF THE REQUESTED DOCUMENTS. |
| FORM 990, PART XI, LINE 9: | GAIN ON VALUATION OF BENEFICIAL INTERESTS 47,448. |
| FORM 990 PART XI, LINE 2C | THE ASSOCIATION'S BOARD OF DIRECTORS HAS AN AUDIT COMMITTEE THAT IS RESPONSIBLE FOR THE SELECTION AND RETENTION OF INDEPENDENT AUDITORS. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |