HISTORIC NATCHEZ FOUNDATION: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
HISTORIC NATCHEZ FOUNDATION (EIN 23-7372767)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-10-07
IRS object ID
201902809349300770
Schema version
2018v3.1
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)
Return2019-10-07T09:47:07-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

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 Line1PO BOX 1761AddressLine1Txt
CityNATCHEZCityNm
State AbbreviationMSStateAbbreviationCd
ZIP39121ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTRATTON H BULL JRPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6014422500PhoneNum
Signature2019-10-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHARLES W CALDWELL JR CPAPreparerPersonNm
PTINP00038684PTIN
Phone6014427411PhoneNum
Preparation2019-10-01PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address64.88.174.3IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-10-01IPDt
IP Tm14:55:32IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id073F1B4284C2356A8E2F28C88C41558C8ED5A5DDAtSubmissionCreationDeviceId
At Submission Filing Device Id0E5C3355BF3BAD54CDEB9BC00B9BD3BDADB013D9AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-01-14 16:20:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSTRATTON H BULL JRPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1108 S COMMERCE STAddressLine1Txt
CityNATCHEZCityNm
State AbbreviationMSStateAbbreviationCd
ZIP39120ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$747,627GrossReceiptsAmt
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$105,964PYContributionsGrantsAmt
CY Contributions Grants$565,275CYContributionsGrantsAmt
PY Program Service Revenue$32,078PYProgramServiceRevenueAmt
CY Program Service Revenue$18,568CYProgramServiceRevenueAmt
PY Investment Income$968,793PYInvestmentIncomeAmt
CY Investment Income$156,027CYInvestmentIncomeAmt
PY Other Revenue$1,558PYOtherRevenueAmt
CY Other Revenue-$548CYOtherRevenueAmt
PY Total Revenue$1,108,393PYTotalRevenueAmt
CY Total Revenue$739,322CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$26,120CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$238,536PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$218,008CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$27,897CYTotalFundraisingExpenseAmt
PY Other Expenses$160,970PYOtherExpensesAmt
CY Other Expenses$172,442CYOtherExpensesAmt
PY Total Expenses$399,506PYTotalExpensesAmt
CY Total Expenses$416,570CYTotalExpensesAmt
PY Revenues Less Expenses$708,887PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$322,752CYRevenuesLessExpensesAmt
Total Assets BOY$7,234,546TotalAssetsBOYAmt
Total Assets EOY$7,558,275TotalAssetsEOYAmt
Total Liabilities BOY$8,596TotalLiabilitiesBOYAmt
Total Liabilities EOY$8,097TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$7,225,950NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$7,550,178NetAssetsOrFundBalancesEOYAmt
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$95,339ExpenseAmt
Grant$26,120GrantAmt
Revenue$52,173RevenueAmt
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$124,665ExpenseAmt
Revenue$65,609RevenueAmt
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$74,284ExpenseAmt
Revenue$56,042RevenueAmt
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 RECORD, 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$294,288TotalProgramServiceExpensesAmt
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
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
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 OrganizationsYes (1)GrantsToOrganizationsInd
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 With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
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 Document7IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee9EmployeeCnt
Employment Tax Returns Filed0EmploymentTaxReturnsFiledInd
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
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
GLENN GREEN
PAST PRESIDENT3.00Yes (X)Yes (X)$0$0$0
BEVERLY ADAMS
DIRECTOR2.00Yes (X)$0$0$0
MARCIA ADAMS
DIRECTOR2.00Yes (X)$0$0$0
PATRICK R BIGLANE
DIRECTOR2.00Yes (X)$0$0$0
STRATTON H BULL JR
PRESIDENT3.00Yes (X)Yes (X)$0$0$0
SANDRA BURKES
DIRECTOR2.00Yes (X)$0$0$0
PATRICK BURNS
TREASURER3.00Yes (X)Yes (X)$0$0$0
JENNIFER O COMBS
DIRECTOR2.00Yes (X)$0$0$0
ANNE S MACNEIL
DIRECTOR2.00Yes (X)$0$0$0
CHAMEIKO MILLER
DIRECTOR2.00Yes (X)$0$0$0
FRANCES MORRIS
DIRECTOR2.00Yes (X)$0$0$0
ANDY SARTIN
DIRECTOR2.00Yes (X)$0$0$0
PAT WASHINGTON
DIRECTOR2.00Yes (X)$0$0$0
ALAN WOLF
DIRECTOR2.00Yes (X)$0$0$0
ETHEL TRULY
SECRETARY3.00Yes (X)Yes (X)$0$0$0
LANSEN C BARROW
DIRECTOR2.00Yes (X)$0$0$0
HYDE CARBY
DIRECTOR2.00Yes (X)$0$0$0
JOSEPH M HAZLIP JR
PRESIDENT ELECT3.00Yes (X)Yes (X)$0$0$0
MELINDA KENT
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

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PAUL JACKSON AND SON INCBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1166AddressLine1Txt
CityBROOKHAVENCityNm
State AbbreviationMSStateAbbreviationCd
ZIP396021166ZIPCd
FieldValueIRS element (for citing)
ServicesCONSTRUCTIONServicesDesc
Compensation$885,538CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Membership Dues$47,504MembershipDuesAmt
Government Grants$288,000GovernmentGrantsAmt
All Other Contributions$229,771AllOtherContributionsAmt
Noncash Contributions$170,100NoncashContributionsAmt
Total Contributions$565,275TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
FACILITY INCOME900099$13,600$13,600
REGISTRATIONS AND FEES900099$4,568$4,568
TALKS, LECTURES, CONSU541900$400$400
FieldValueIRS element (for citing)
Total Program Service Revenue$18,568TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$121,275TotalRevenueColumnAmt
Related Or Exempt Func Income$121,275RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$34,752SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$34,752SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$34,752TotalRevenueColumnAmt
Related Or Exempt Func Income$34,752RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$7,450GrossSalesOfInventoryAmt
Cost Of Goods Sold$8,305CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$855TotalRevenueColumnAmt
Related Or Exempt Func Income-$855RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
OFFICE COPIER561439$223$223
VENDORS COMPENSATION O900099$84$84
FieldValueIRS element (for citing)
Other Revenue Total$307OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$739,322TotalRevenueColumnAmt
Related Or Exempt Func Income$173,824RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$223ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$26,120TotalAmt
Program Services$26,120ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$194,933TotalAmt
Program Services$132,418ProgramServicesAmt
Management And General$42,521ManagementAndGeneralAmt
Fundraising$19,994FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$5,456TotalAmt
Program Services$3,710ProgramServicesAmt
Management And General$1,200ManagementAndGeneralAmt
Fundraising$546FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$2,433TotalAmt
Program Services$1,654ProgramServicesAmt
Management And General$535ManagementAndGeneralAmt
Fundraising$244FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$15,186TotalAmt
Program Services$11,257ProgramServicesAmt
Management And General$3,592ManagementAndGeneralAmt
Fundraising$337FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$500TotalAmt
Program Services$500ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$48,124TotalAmt
Program Services$12,512ProgramServicesAmt
Management And General$35,612ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$21,893TotalAmt
Program Services$17,478ProgramServicesAmt
Management And General$2,755ManagementAndGeneralAmt
Fundraising$1,660FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$30,555TotalAmt
Program Services$25,653ProgramServicesAmt
Management And General$2,567ManagementAndGeneralAmt
Fundraising$2,335FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$28,825TotalAmt
Program Services$27,026ProgramServicesAmt
Management And General$796ManagementAndGeneralAmt
Fundraising$1,003FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,510TotalAmt
Program Services$1,495ProgramServicesAmt
Fundraising$15FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$5,939TotalAmt
Program Services$5,724ProgramServicesAmt
Management And General$92ManagementAndGeneralAmt
Fundraising$123FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$6,236TotalAmt
Program Services$5,363ProgramServicesAmt
Management And General$374ManagementAndGeneralAmt
Fundraising$499FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$14,416TotalAmt
Program Services$12,620ProgramServicesAmt
Management And General$770ManagementAndGeneralAmt
Fundraising$1,026FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
MISCELLANEOUS$5,814$5,814
INVESTMENT EXPENSE - NO$4,710$1,225$3,485
DUES, SUBSCRIPTIONS, BO$2,903$2,702$86$115
EXHIBITS & PHOTOGRAPHS$1,017$1,017

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$416,570TotalAmt
Program Services$294,288ProgramServicesAmt
Management And General$94,385ManagementAndGeneralAmt
Fundraising$27,897FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$43,410BOYAmt
EOY$35,964EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$412,789BOYAmt
EOY$383,685EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
EOY$13,326EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$12,075BOYAmt
EOY$12,456EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,586,946LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$89,951LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,281,029BOYAmt
EOY$2,496,995EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$5,208,502BOYAmt
EOY$4,339,108EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

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

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$7,234,546BOYAmt
EOY$7,558,275EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,996BOYAmt
EOY$2,137EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$6,600BOYAmt
EOY$5,960EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$8,596BOYAmt
EOY$8,097EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

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$7,225,950BOYAmt
EOY$7,550,178EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,225,950BOYAmt
EOY$7,550,178EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,234,546BOYAmt
EOY$7,558,275EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$322,752ReconcilationRevenueExpnssAmt
Prior Period Adjustments$1,476PriorPeriodAdjustmentsAmt
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$121,291CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$85,608CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$76,464CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$70,964CurrentTaxYearMinus1YearAmt
Current Tax Year$565,275CurrentTaxYearAmt
Total$919,602TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$121,291CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$85,608CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$76,464CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$70,964CurrentTaxYearMinus1YearAmt
Current Tax Year$565,275CurrentTaxYearAmt
Total$919,602TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$919,602PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$157,924CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$85,608CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$126,410CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$121,834CurrentTaxYearMinus1YearAmt
Current Tax Year$156,027CurrentTaxYearAmt
Total$647,803TotalAmt
FieldValueIRS element (for citing)
Total Support$1,567,405TotalSupportAmt
Public Support CY1700.58670PublicSupportCY170Pct
Public Support PY1700.42920PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Easements8TotalEasementsCnt
Total Acreage1.10TotalAcreageCnt
Historic Structure Easements7HistoricStructureEasementsCnt
States Easements Held1StatesEasementsHeldCnt
Written Policy MonitoringYes (1)WrittenPolicyMonitoringInd
Staff Hours Spent Enforcement8.00StaffHoursSpentEnforcementCnt
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$3,977,047BeginningYearBalanceAmt
Contributions$1,352,727ContributionsAmt
Investment Earnings Or Losses$346,650InvestmentEarningsOrLossesAmt
Other Expenditures$917,458OtherExpendituresAmt
End Year Balance$4,758,966EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,158,925BeginningYearBalanceAmt
Investment Earnings Or Losses$228,907InvestmentEarningsOrLossesAmt
Other Expenditures$30,000OtherExpendituresAmt
Administrative Expenses$60,309AdministrativeExpensesAmt
End Year Balance$3,305,523EndYearBalanceAmt
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$2,220,473InvestmentCostOrOtherBasisAmt
Book Value$2,220,473BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$111,232InvestmentCostOrOtherBasisAmt
Depreciation$89,951DepreciationAmt
Book Value$21,281BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,496,995TotalBookValueLandBuildingsAmt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART II, LINE 3:THE FOUNDATION HAS NEVER RECEIVED A QUALIFIED CONSERVATION CONTRIBUTION 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.ENDOWMENTS ALSO SUPPORT OPERATIONAL EXPENSES.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1ROSE HILL MB CHURCHBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1607 1/2 MADISON STREETAddressLine1Txt
CityNATCHEZCityNm
State AbbreviationMSStateAbbreviationCd
ZIP39120ZIPCd
FieldValueIRS element (for citing)
Recipient EIN640522030RecipientEIN
IRC Section501 (C)(3)IRCSectionDesc
Non Cash Assistance$26,120NonCashAssistanceAmt
Valuation Method UsedAPPRASISALValuationMethodUsedDesc
Non Cash AssistanceDONATION OF VACANT LOTNonCashAssistanceDesc
Purpose Of GrantLOT ADJACENT TO CHURCH LANDPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE HISTORIC NATCHEZ FOUNDATION DONATED A VACANT LOT TO THE ROSE HILL M.B CHURCH OF NATCHEZ, MS. THE LOT IS ADJACENT TO A HISTORIC HOUSE MUSEUM THAT THE CHURCH OWNS AND OPERATES AT 9 ST. CATHERINE STREET, NATCHEZ, MS. THE HISTORIC NATCHEZ FOUNDATION RECEIVED THE PROPERTY VIA DONATION IN 2006 AND FELT THAT THE BEST USE OF THE LOT WAS FOR IT BE INCORPORATED INTO THE NEIGHBORING CHURCH OWNED PROPERTY.ExplanationTxt

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution4ContributionCnt

Art Historical Treasures ArtHistoricalTreasuresGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution2ContributionCnt
Noncash Contributions Rpt F990$303,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesAPPRAISALMethodOfDeterminingRevenuesTxt

Historical Artifacts HistoricalArtifactsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution6ContributionCnt
FieldValueIRS element (for citing)
Form8283 Received1Form8283ReceivedCnt
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 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.