THE NATIONAL TRUST FOR SCOTLAND FOUNDATION USA INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE NATIONAL TRUST FOR SCOTLAND FOUNDATION USA INC (EIN 04-3511088)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-14
- IRS object ID
- 201931349349307358
- Schema version
- 2017v2.3
- 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 | 2019-05-14T14:34:36-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042442519 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDELSTEIN AND COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 FEDERAL STREET 9TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043511088 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NATIONAL TRUST FOR SCOTLAND | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION USA INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 6172277500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 SCHOOL STREET 3RD FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HELEN SAYLES | PersonNm |
| Person Title | CURRENT TREASURER | PersonTitleTxt |
| Phone | 6172277500 | PhoneNum |
| Signature | 2019-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT KAPLOWITCH | PreparerPersonNm |
| PTIN | P00002440 | PTIN |
| Phone | 6172276161 | PhoneNum |
| Preparation | 2019-05-03 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.111.9.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-14 | IPDt |
| IP Tm | 10:58:05 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C1284B650163F101757B7047818B4EE77766F5D2 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C1284B650163F101757B7047818B4EE77766F5D2 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CHARLOTTE BURTON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 SCHOOL STREET 3RD FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,026,304 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NTSUSA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2000 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | THE FOUNDATION RAISES MONEY AND AUTHORIZES GRANTS TO PROMOTE AND PRESERVE SCOTTISH HERITAGE FOR FUTURE GENERATIONS THROUGH SUPPORT OF THE PROPERTIES OF HISTORIC SIGNIFICANCE AND NATURAL BEAUTY, AND OF THE EDUCATIONAL MISSION OF THE NATIONAL TRUST FOR SCOTLAND. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 3 | TotalEmployeeCnt |
| Total Volunteers | 13 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $852,272 | PYContributionsGrantsAmt |
| CY Contributions Grants | $847,850 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,261 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,237 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$109,923 | PYOtherRevenueAmt |
| CY Other Revenue | $5,816 | CYOtherRevenueAmt |
| PY Total Revenue | $745,610 | PYTotalRevenueAmt |
| CY Total Revenue | $856,903 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $268,735 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $533,776 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $242,655 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $221,139 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $112,730 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $234,078 | PYOtherExpensesAmt |
| CY Other Expenses | $165,082 | CYOtherExpensesAmt |
| PY Total Expenses | $745,468 | PYTotalExpensesAmt |
| CY Total Expenses | $919,997 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $142 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$63,094 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $732,371 | TotalAssetsBOYAmt |
| Total Assets EOY | $675,534 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $14,308 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $20,565 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $718,063 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $654,969 | NetAssetsOrFundBalancesEOYAmt |
| Mission | OUR MISSION IS TO RAISE FUNDS AND INCREASE MEMBERSHIP IN NATIONAL TRUST FOR SCOTLAND IN AMERICA TO SUPPORT THE PROPERTIES OF HISTORIC INTEREST AND NATURAL BEAUTY UNDER ITS CARE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $738,200 | ExpenseAmt |
| Grant | $533,776 | GrantAmt |
| Desc | IN THE YEAR ENDED JUNE 30, 2018, THE FOUNDATION MADE 43 GRANTS, TOTALING $531,176, TO THE NATIONAL TRUST FOR SCOTLAND. ALL OF THESE GRANTS WERE MADE FOR SPECIFIC PURPOSES INCLUDING: RESTORATION OF THE WALLED GARDEN AT CULZEAN CASTLE; REPAIRS TO THE HARLING ON THE HILL HOUSE; HABITAT ENHANCEMENT AT BEN LAWERS, AMONG OTHERS. | Desc |
| Total Program Service Expenses | $738,200 | 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 | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | 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 | 0 | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | 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 | 9 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 3 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | 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 | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIRSTIN BRIDIER | PersonNm |
| Phone | 6172277500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 SCHOOL STREET 3RD FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02108 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| LESLIE AITKEN | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JEANNIE BECTON | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| FRANCES COLBURN | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| SIMON SKINNER | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| NICHOLAS GLEYSTEEN-RESIGNED 102317 | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| HELEN SAYLES | ||||||
| CHAIRMAN/DIRECTOR | 6.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MICHAEL HOLT MASSEY | ||||||
| VICE-CHAIR/TREASURER/DIREC | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CHARLOTTE LYETH BURTON | ||||||
| SECRETARY/DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| NAOMA TATE | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| M VICTORIA CUMMOCK | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| CHRISTIAN DAVIRON | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL SCOTT-MORTON | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| ANTHONY MACLAURIN | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| QUINN PEEPER | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JILL JOYCE | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL TAYLOR-ELECTED 41218 | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| KIRSTIN BRIDIER | ||||||
| EXECUTIVE DIRECTOR | 40.00 | $91,667 | $0 | $25,853 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $91,667 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $25,853 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $34,980 | MembershipDuesAmt |
| Fundraising | $168,030 | FundraisingAmt |
| All Other Contributions | $644,840 | AllOtherContributionsAmt |
| Total Contributions | $847,850 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,237 | TotalRevenueColumnAmt |
| Exclusion | $3,237 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $7,200 | 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 | $7,200 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,200 | TotalRevenueColumnAmt |
| Exclusion | $7,200 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $168,017 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $168,030 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $169,401 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,384 | TotalRevenueColumnAmt |
| Exclusion | -$1,384 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $856,903 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $9,053 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,600 | TotalAmt |
| Program Services | $2,600 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $531,176 | TotalAmt |
| Program Services | $531,176 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,489 | TotalAmt |
| Program Services | $65,693 | ProgramServicesAmt |
| Management And General | $14,234 | ManagementAndGeneralAmt |
| Fundraising | $29,562 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,304 | TotalAmt |
| Program Services | $44,582 | ProgramServicesAmt |
| Management And General | $9,660 | ManagementAndGeneralAmt |
| Fundraising | $20,062 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,247 | TotalAmt |
| Program Services | $2,548 | ProgramServicesAmt |
| Management And General | $552 | ManagementAndGeneralAmt |
| Fundraising | $1,147 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,511 | TotalAmt |
| Program Services | $10,507 | ProgramServicesAmt |
| Management And General | $2,276 | ManagementAndGeneralAmt |
| Fundraising | $4,728 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,588 | TotalAmt |
| Program Services | $9,353 | ProgramServicesAmt |
| Management And General | $2,026 | ManagementAndGeneralAmt |
| Fundraising | $4,209 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $925 | TotalAmt |
| Program Services | $555 | ProgramServicesAmt |
| Management And General | $120 | ManagementAndGeneralAmt |
| Fundraising | $250 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,181 | TotalAmt |
| Management And General | $17,181 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,096 | TotalAmt |
| Program Services | $12,167 | ProgramServicesAmt |
| Management And General | $3,689 | ManagementAndGeneralAmt |
| Fundraising | $3,240 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,620 | TotalAmt |
| Program Services | $7,620 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,161 | TotalAmt |
| Program Services | $7,679 | ProgramServicesAmt |
| Management And General | $8,650 | ManagementAndGeneralAmt |
| Fundraising | $14,832 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,586 | TotalAmt |
| Program Services | $3,952 | ProgramServicesAmt |
| Management And General | $856 | ManagementAndGeneralAmt |
| Fundraising | $1,778 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,717 | TotalAmt |
| Program Services | $25,630 | ProgramServicesAmt |
| Management And General | $5,553 | ManagementAndGeneralAmt |
| Fundraising | $11,534 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,680 | TotalAmt |
| Program Services | $9,899 | ProgramServicesAmt |
| Management And General | $780 | ManagementAndGeneralAmt |
| Fundraising | $1,001 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,667 | TotalAmt |
| Program Services | $2,667 | ProgramServicesAmt |
| Management And General | $2,667 | ManagementAndGeneralAmt |
| Fundraising | $1,333 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FUNDRAISING APPEALS | Desc |
| Total | $21,449 | TotalAmt |
| Program Services | $1,572 | ProgramServicesAmt |
| Management And General | $823 | ManagementAndGeneralAmt |
| Fundraising | $19,054 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $919,997 | TotalAmt |
| Program Services | $738,200 | ProgramServicesAmt |
| Management And General | $69,067 | ManagementAndGeneralAmt |
| Fundraising | $112,730 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182,699 | BOYAmt |
| EOY | $112,217 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $522,771 | BOYAmt |
| EOY | $529,448 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,744 | BOYAmt |
| EOY | $27,178 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,240 | BOYAmt |
| EOY | $440 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $8,610 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,610 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,000 | BOYAmt |
| EOY | $3,334 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,917 | BOYAmt |
| EOY | $2,917 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $732,371 | BOYAmt |
| EOY | $675,534 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,308 | BOYAmt |
| EOY | $20,565 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,308 | BOYAmt |
| EOY | $20,565 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $708,063 | BOYAmt |
| EOY | $629,969 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,000 | BOYAmt |
| EOY | $25,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $718,063 | BOYAmt |
| EOY | $654,969 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $732,371 | BOYAmt |
| EOY | $675,534 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$63,094 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | 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 | $314,040 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $972,053 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,085,110 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $852,272 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $847,850 | CurrentTaxYearAmt |
| Total | $4,071,325 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $314,040 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $972,053 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,085,110 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $852,272 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $847,850 | CurrentTaxYearAmt |
| Total | $4,071,325 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,313,500 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,757,825 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,218 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,099 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,337 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,461 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,437 | CurrentTaxYearAmt |
| Total | $37,552 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $4,108,877 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $392,183 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.67120 | PublicSupportCY170Pct |
| Public Support PY170 | 0.67560 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE A, PART II - SHORT YEAR RETURN | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION FILED A CERTIFICATE OF CHANGE OF FISCAL YEAR END WITH THE MASSACHUSETTS SECRETARY OF STATE'S OFFICE IN ORDER TO CHANGE ITS YEAR END FROM FEBRUARY 28/29 TO JUNE 30. THEREFORE, PART II, COLUMN (A) IS FOR THE SHORT YEAR 3/1/2014 - 6/30/2014. | ExplanationTxt |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,000 | BeginningYearBalanceAmt |
| Contributions | $25,000 | ContributionsAmt |
| Other Expenditures | $10,000 | OtherExpendituresAmt |
| End Year Balance | $25,000 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $39,700 | BeginningYearBalanceAmt |
| Other Expenditures | $29,700 | OtherExpendituresAmt |
| End Year Balance | $10,000 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $89,776 | BeginningYearBalanceAmt |
| Other Expenditures | $50,076 | OtherExpendituresAmt |
| End Year Balance | $39,700 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $60,000 | BeginningYearBalanceAmt |
| Contributions | $49,776 | ContributionsAmt |
| Other Expenditures | $20,000 | OtherExpendituresAmt |
| End Year Balance | $89,776 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,003 | BeginningYearBalanceAmt |
| Contributions | $40,997 | ContributionsAmt |
| End Year Balance | $60,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Endowment Balance EOY | 1.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,610 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,610 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $1,034,311 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $8,007 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $169,401 | OtherRevenueAmt |
| Revenue Not Reported | $177,408 | RevenueNotReportedAmt |
| Revenue Subtotal | $856,903 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $856,903 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,097,405 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $8,007 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $169,401 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $177,408 | ExpensesNotReportedAmt |
| Expenses Subtotal | $919,997 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $919,997 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | TEMPORARILY RESTRICTED NET ASSETS AT JUNE 30, 2018 CONSISTED OF RESOURCES RESTRICTED FOR FUTURE PERIODS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES 169,401. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES 169,401. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE (INCLUDING ICELAND & GREENLAND) - | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | GRANTS TO RECIPIENTS LOCATED IN REGION | TypeOfActivitiesConductedTxt |
| Specific Services Provided | N/A | SpecificServicesProvidedTxt |
| Region Total Expenditures | $531,176 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $531,176 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $531,176 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE (INCLUDING ICELAND & GREENLAND) - | RegionTxt |
| Purpose Of Grant | SUPPORT THE HISTORIC PRESERVATION OF NATIONAL TRUST FOR SCOTLAND PROPERTIES | PurposeOfGrantTxt |
| Cash Grant | $531,176 | CashGrantAmt |
| Manner Of Cash Disbursement | CASH | MannerOfCashDisbursementTxt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Description Of Non Cash Asst | N/A | DescriptionOfNonCashAsstTxt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | THE FOUNDATION MAINTAINS RECORDS TO SUBSTANTIATE ALL GRANTS, INCLUDING THE AMOUNT AND PURPOSE OF EACH GRANT. THE FOUNDATION IS A "FRIENDS OF ORGANIZATION THAT SUPPORTS THE NATIONAL TRUST FOR SCOTLAND. EACH GRANT IS INDIVIDUALLY MONITORED, TYPICALLY OVER A 12-MONTH PERIOD. THE FOUNDATION REQUIRES FROM THE GRANTEE, A LETTER OF WRITTEN ACCEPTANCE OF THE CONDITIONS OF THE GRANT, ON THE 12-MONTH ANNIVERSARY OF THE GRANT. A WRITTEN REPORT IS REQUIRED SUMMARIZING THE USE AND DISPOSITION OF THE GRANT. IN ADDITION, THE FOUNDATION MONITORS THROUGH PHONE CALLS, EMAILS, AND SITE VISITS, THE STATUS OF THE GRANT DURING THE 12-MONTH PERIOD. GRANTS OF LONGER PERIODS ARE MONITORED AS NEEDED, FOLLOWING THE PROTOCOL NOTED ABOVE. |
| PART I, LINE 3: | THE ACCRUAL METHOD OF ACCOUNTING IS USED TO ACCOUNT FOR THE EXPENDITURES. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ANNUAL GALA | Event1Nm |
| Gross Receipts Event1 | $336,047 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $168,030 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $168,017 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $9,269 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $67,209 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $92,923 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $336,047 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $168,030 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $168,017 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $9,269 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $67,209 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $92,923 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $169,401 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$1,384 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FULL FORM 990 WAS FIRST REVIEWED BY THE TREASURER, NEXT REVIEWED BY THE EXECUTIVE COMMITTEE, AND FINALLY REVIEWED BY ALL BOARD MEMBERS BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE FOUNDATION REQUIRES EACH BOARD MEMBER TO COMPLETE AND SIGN AT EACH ANNUAL MEETING OF THE BOARD, THE "TRUSTEES' ETHICS, CONFLICTS, TRANSACTIONS QUESTIONNAIRE". IN ADDITION, THE TREASURER HAS BEEN APPOINTED AS THE TRUSTEE OFFICER TO OVERSEE COMPLIANCE, FROM BOTH STAFF AND TRUSTEES, TO THE FOUNDATION'S ETHICS AND CONFLICT OF INTEREST POLICY. THE TREASURER REVIEWS FINANCIAL TRANSACTIONS AND INVESTIGATES TRANSACTIONS TO ENSURE COMPLIANCE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION HAS TWO FULL-TIME AND TWO PART-TIME (HOURLY) EMPLOYEES. COMPENSATION REVIEW WAS LAST UNDERTAKEN FOR THE EXECUTIVE DIRECTOR (TOP MANAGEMENT OFFICIAL), DEVELOPMENT OPERATIONS MANAGER, AND DEVELOPMENT AND MARKETING ASSOCIATE FOR TAX YEAR ENDING JUNE 30, 2018. FINAL APPROVAL OF COMPENSATION AS PART OF FY2017-18 BUDGET APPROVAL WAS MADE BY THE FULL BOARD OF TRUSTEES AT A MEETING IN JUNE 2017. DISCUSSION AND DETERMINATIONS WERE REACHED AT AN EXECUTIVE SESSION, FROM WHICH THE STAFF WERE EXCLUDED. ALL TRUSTEES SERVE IN SIMILAR VOLUNTARY AND SUPERVISORY CAPACITIES FOR OTHER NON-PROFITS. ALL TRUSTEES POSSESS EXTENSIVE PERSONAL KNOWLEDGE OF COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. IN ADDITION, ALL TRUSTEES ARE INDEPENDENT PERSONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND AUDITED FINANCIAL STATEMENTS ARE ALL AVAILABLE UPON REQUEST. THE FOUNDATION WILL PROVIDE THESE FREE OF CHARGE IN ELECTRONIC FILES OR FOR A MINIMAL COPYING CHARGE, IN HARD COPY. THE FOUNDATION REQUIRES 48 HOURS OR 2 BUSINESS DAYS. (WHICHEVER PROVIDES MORE TIME) FOR FUFUILLMENT OF SUCH A REQUEST. |
| FORM 990, PART XII, LINE 2C | THE EXECUTIVE COMMITTEE REVIEWS AND OVERSEES THE AUDIT PROCESS. THE BOARD OF TRUSTEES HAS FINAL RESPONSIBILITY FOR OVERSIGHT OF THE AUDITED FINANCIAL STATEMENTS. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
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