HISTORIC NATCHEZ FOUNDATION: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
HISTORIC NATCHEZ FOUNDATION (EIN 23-7372767)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-06-22
IRS object ID
202011749349301256
Schema version
2019v5.1
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

FieldValueIRS element (for citing)
Return2020-06-22T14:45:51-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Begin2019-01-01TaxPeriodBeginDt

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)
PersonJOSEPH M HAZLIPPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6014422500PhoneNum
Signature2020-06-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHARLES W CALDWELL JR CPAPreparerPersonNm
PTINP00038684PTIN
Phone6014427411PhoneNum
Preparation2020-06-08PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address64.88.174.3IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-06-16IPDt
IP Tm12:11:36IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdE5560EB811AB800828F6E75F70EE672B9005413DAtSubmissionCreationDeviceId
At Submission Filing Device Id4D5053A3B534903B7C6C4E3206590EB12A4B6F63AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2020-09-23 17:36:50ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJOSEPH M HAZLIPPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1108 S COMMERCE STAddressLine1Txt
CityNATCHEZCityNm
State AbbreviationMSStateAbbreviationCd
ZIP39120ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,285,951GrossReceiptsAmt
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 Employee8TotalEmployeeCnt
Total Volunteers50TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$565,275PYContributionsGrantsAmt
CY Contributions Grants$572,097CYContributionsGrantsAmt
PY Program Service Revenue$18,568PYProgramServiceRevenueAmt
CY Program Service Revenue$44,988CYProgramServiceRevenueAmt
PY Investment Income$156,027PYInvestmentIncomeAmt
CY Investment Income$210,909CYInvestmentIncomeAmt
PY Other Revenue-$548PYOtherRevenueAmt
CY Other Revenue$2,957CYOtherRevenueAmt
PY Total Revenue$739,322PYTotalRevenueAmt
CY Total Revenue$830,951CYTotalRevenueAmt
PY Grants And Similar Paid$26,120PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$218,008PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$269,162CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$28,056CYTotalFundraisingExpenseAmt
PY Other Expenses$172,442PYOtherExpensesAmt
CY Other Expenses$189,564CYOtherExpensesAmt
PY Total Expenses$416,570PYTotalExpensesAmt
CY Total Expenses$458,726CYTotalExpensesAmt
PY Revenues Less Expenses$322,752PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$372,225CYRevenuesLessExpensesAmt
Total Assets BOY$7,558,275TotalAssetsBOYAmt
Total Assets EOY$8,179,898TotalAssetsEOYAmt
Total Liabilities BOY$8,097TotalLiabilitiesBOYAmt
Total Liabilities EOY$257,495TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$7,550,178NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$7,922,403NetAssetsOrFundBalancesEOYAmt
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$109,798ExpenseAmt
Revenue$86,640RevenueAmt
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$141,688ExpenseAmt
Revenue$103,436RevenueAmt
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$81,308ExpenseAmt
Revenue$68,646RevenueAmt
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$332,794TotalProgramServiceExpensesAmt
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 Document6IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee8EmployeeCnt
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
DIRECTOR2.00Yes (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
ETHEL TRULY
DIRECTOR2.00Yes (X)$0$0$0
BRITTNEY PATTEN
DIRECTOR2.00Yes (X)$0$0$0
BECKY JEX
SECRETARY3.00Yes (X)Yes (X)$0$0$0
LANSEN BARROW
DIRECTOR2.00Yes (X)$0$0$0
HYDE CARBY
DIRECTOR2.00Yes (X)$0$0$0
MELINDA KENT
DIRECTOR2.00Yes (X)$0$0$0
CHERYL RINEHART
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$69,531MembershipDuesAmt
Government Grants$15,156GovernmentGrantsAmt
All Other Contributions$487,410AllOtherContributionsAmt
Noncash Contributions$455,000NoncashContributionsAmt
Total Contributions$572,097TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TALKS, LECTURES, CONSU541900$22,600$22,600
FACILITY INCOME900099$21,147$21,147
REGISTRATIONS AND FEES900099$1,241$1,241
FieldValueIRS element (for citing)
Total Program Service Revenue$44,988TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$121,569TotalRevenueColumnAmt
Related Or Exempt Func Income$121,569RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$89,340SecuritiesAmt
Other$455,000OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt
Other$455,000OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$89,340SecuritiesAmt
Other$0OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$89,340TotalRevenueColumnAmt
Related Or Exempt Func Income$89,340RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$549GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$549TotalRevenueColumnAmt
Related Or Exempt Func Income$549RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtExclusionExclusionAmt
MISC REVENUE900099$2,276$2,276
OFFICE COPIER561439$132$132
FieldValueIRS element (for citing)
Other Revenue Total$2,408OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$830,951TotalRevenueColumnAmt
Related Or Exempt Func Income$258,722RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$132ExclusionAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$233,581TotalAmt
Program Services$164,055ProgramServicesAmt
Management And General$52,374ManagementAndGeneralAmt
Fundraising$17,152FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$14,543TotalAmt
Program Services$11,567ProgramServicesAmt
Management And General$1,837ManagementAndGeneralAmt
Fundraising$1,139FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$3,036TotalAmt
Program Services$2,611ProgramServicesAmt
Management And General$182ManagementAndGeneralAmt
Fundraising$243FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$18,002TotalAmt
Program Services$12,647ProgramServicesAmt
Management And General$4,042ManagementAndGeneralAmt
Fundraising$1,313FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$150TotalAmt
Program Services$150ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$41,005TotalAmt
Program Services$10,661ProgramServicesAmt
Management And General$30,344ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$7,630TotalAmt
Program Services$6,562ProgramServicesAmt
Management And General$458ManagementAndGeneralAmt
Fundraising$610FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$11,068TotalAmt
Program Services$9,519ProgramServicesAmt
Management And General$664ManagementAndGeneralAmt
Fundraising$885FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$24,741TotalAmt
Program Services$20,007ProgramServicesAmt
Management And General$2,042ManagementAndGeneralAmt
Fundraising$2,692FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$60,875TotalAmt
Program Services$56,750ProgramServicesAmt
Management And General$1,768ManagementAndGeneralAmt
Fundraising$2,357FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$4,536TotalAmt
Program Services$4,536ProgramServicesAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$4,454TotalAmt
Program Services$4,069ProgramServicesAmt
Management And General$164ManagementAndGeneralAmt
Fundraising$221FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$5,781TotalAmt
Program Services$4,975ProgramServicesAmt
Management And General$344ManagementAndGeneralAmt
Fundraising$462FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$17,790TotalAmt
Program Services$16,217ProgramServicesAmt
Management And General$674ManagementAndGeneralAmt
Fundraising$899FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
MISCELLANEOUS$4,746$4,620$64$62
INVESTMENT EXPENSE - NO$3,888$1,011$2,877
DUES & SUBSCRIPTIONS$1,984$1,921$42$21
EXHIBITS & PHOTOGRAPHS$916$916

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$458,726TotalAmt
Program Services$332,794ProgramServicesAmt
Management And General$97,876ManagementAndGeneralAmt
Fundraising$28,056FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$35,964BOYAmt
EOY$473,460EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$383,685BOYAmt
EOY$271,233EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$13,326BOYAmt
EOY$37,972EOYAmt

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$2,974,897LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$95,731LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,496,995BOYAmt
EOY$2,879,166EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$4,339,108BOYAmt
EOY$4,228,870EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

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

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$7,558,275BOYAmt
EOY$8,179,898EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$2,137BOYAmt
EOY$1,535EOYAmt

Grants Payable GrantsPayableGrp

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

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
EOY$250,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$8,097BOYAmt
EOY$257,495EOYAmt
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$7,550,178BOYAmt
EOY$7,922,403EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,550,178BOYAmt
EOY$7,922,403EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,558,275BOYAmt
EOY$8,179,898EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$372,225ReconcilationRevenueExpnssAmt
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$85,608CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$76,464CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$70,964CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$565,275CurrentTaxYearMinus1YearAmt
Current Tax Year$572,097CurrentTaxYearAmt
Total$1,370,408TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$85,608CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$76,464CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$70,964CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$565,275CurrentTaxYearMinus1YearAmt
Current Tax Year$572,097CurrentTaxYearAmt
Total$1,370,408TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$1,370,408PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$85,608CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$126,410CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$121,834CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$156,027CurrentTaxYearMinus1YearAmt
Current Tax Year$210,909CurrentTaxYearAmt
Total$700,788TotalAmt
FieldValueIRS element (for citing)
Total Support$2,071,196TotalSupportAmt
Public Support CY1700.66170PublicSupportCY170Pct
Public Support PY1700.58670PublicSupportPY170Pct
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 Easements9TotalEasementsCnt
Total Acreage1.40TotalAcreageCnt
Historic Structure Easements8HistoricStructureEasementsCnt
Historic Strctr Easements Aftr0HistoricStrctrEasementsAftrCnt
Modified Easements0ModifiedEasementsCnt
States Easements Held1StatesEasementsHeldCnt
Written Policy MonitoringYes (1)WrittenPolicyMonitoringInd
Staff Hours Spent Enforcement8.00StaffHoursSpentEnforcementCnt
Expenses Incurred Enforcement$0ExpensesIncurredEnforcementAmt
Section170h Rqr StsfdYes (1)Section170hRqrStsfdInd

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

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$4,758,966BeginningYearBalanceAmt
Investment Earnings Or Losses$532,177InvestmentEarningsOrLossesAmt
Other Expenditures$391,485OtherExpendituresAmt
End Year Balance$4,899,658EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,504,501BeginningYearBalanceAmt
Investment Earnings Or Losses$192,629InvestmentEarningsOrLossesAmt
Other Expenditures$200,000OtherExpendituresAmt
Administrative Expenses$54,029AdministrativeExpensesAmt
End Year Balance$3,443,101EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,305,523BeginningYearBalanceAmt
Investment Earnings Or Losses$415,226InvestmentEarningsOrLossesAmt
Other Expenditures$160,000OtherExpendituresAmt
Administrative Expenses$56,749AdministrativeExpensesAmt
End Year Balance$3,504,501EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.99440BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.00560PrmnntEndowmentBalanceEOYPct
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$2,608,424InvestmentCostOrOtherBasisAmt
Book Value$2,608,424BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$111,232InvestmentCostOrOtherBasisAmt
Depreciation$95,731DepreciationAmt
Book Value$15,501BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,879,166TotalBookValueLandBuildingsAmt

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

Art Historical Treasures ArtHistoricalTreasuresGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution2ContributionCnt
Noncash Contributions Rpt F990$455,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesAPPRAISALMethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt

Historical Artifacts HistoricalArtifactsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution11ContributionCnt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
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.

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.