MOUNT VERNON LADIES ASSOCIATION OF THE UNION: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization: MOUNT VERNON LADIES ASSOCIATION OF THE UNION (EIN 54-0564701)
Tax period: 2017-01-01 to 2017-12-31
Filed: 2018-10-29
IRS object ID: 201833029349300528
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
Form 990
Schedule A
Schedule B
Schedule D
Schedule G
Schedule I
Schedule J
Schedule K
Schedule M
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2018-10-29T10:05:40-05:00	ReturnTs
Tax Period End	2017-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	521511275	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	RAFFA PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1899 L STREET NW SUITE 850	AddressLine1Txt
City	WASHINGTON	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	20036	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2017-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	540564701	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE MOUNT VERNON LADIES' ASSOCIATION	BusinessNameLine1Txt
Business Name Line2	OF THE UNION	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	MOUN	BusinessNameControlTxt
Phone	7037802000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3200 MOUNT VERNON MEMORIAL HIGHWAY	AddressLine1Txt
City	MOUNT VERNON	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	22121	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	PHILIP L MANNO	PersonNm
Person Title	CHIEF FINANCIAL OFFICER	PersonTitleTxt
Phone	7037802000	PhoneNum
Signature	2018-10-29	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	FRANK H SMITH	PreparerPersonNm
PTIN	P00639053	PTIN
Phone	2028225000	PhoneNum
Preparation	2018-10-29	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	207.238.152.31	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2018-10-29	IPDt
IP Tm	11:05:23	IPTm
IP Timezone	ED	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	D653353D7DBCB53E6E80CBBAE88F302164E361EF	AtSubmissionCreationDeviceId
At Submission Filing Device Id	1A0AE8A7BB8C6D2397DB88F111DB3F763BC2E0F7	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2017	TaxYr
Build TS	2018-06-14 16:35:46Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	PHILIP L MANNO	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3200 MOUNT VERNON MEMORIAL HIGHWAY	AddressLine1Txt
City	MOUNT VERNON	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	22121	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$67,853,717	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.MOUNTVERNON.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1853	FormationYr
Legal Domicile State	VA	LegalDomicileStateCd
Activity Or Mission	TO PRESERVE, RESTORE, AND MANAGE THE ESTATE OF GEORGE WASHINGTON AND EDUCATE VISTORS ABOUT HIS LIFE.	ActivityOrMissionDesc
Voting Members Governing Body	25	VotingMembersGoverningBodyCnt
Voting Members Independent	25	VotingMembersIndependentCnt
Total Employee	752	TotalEmployeeCnt
Total Volunteers	299	TotalVolunteersCnt
Total Gross UBI	$2,013,401	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	-$343,840	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$16,853,102	PYContributionsGrantsAmt
CY Contributions Grants	$10,453,714	CYContributionsGrantsAmt
PY Program Service Revenue	$15,476,697	PYProgramServiceRevenueAmt
CY Program Service Revenue	$15,777,777	CYProgramServiceRevenueAmt
PY Investment Income	$2,645,687	PYInvestmentIncomeAmt
CY Investment Income	$6,029,399	CYInvestmentIncomeAmt
PY Other Revenue	$10,733,406	PYOtherRevenueAmt
CY Other Revenue	$11,248,069	CYOtherRevenueAmt
PY Total Revenue	$45,708,892	PYTotalRevenueAmt
CY Total Revenue	$43,508,959	CYTotalRevenueAmt
PY Grants And Similar Paid	$437,506	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$506,925	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$24,138,309	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$24,177,304	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$97,125	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$185,200	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$3,158,491	CYTotalFundraisingExpenseAmt
PY Other Expenses	$28,886,835	PYOtherExpensesAmt
CY Other Expenses	$24,436,572	CYOtherExpensesAmt
PY Total Expenses	$53,559,775	PYTotalExpensesAmt
CY Total Expenses	$49,306,001	CYTotalExpensesAmt
PY Revenues Less Expenses	-$7,850,883	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$5,797,042	CYRevenuesLessExpensesAmt
Total Assets BOY	$277,324,536	TotalAssetsBOYAmt
Total Assets EOY	$295,168,149	TotalAssetsEOYAmt
Total Liabilities BOY	$27,193,013	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$26,467,050	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$250,131,523	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$268,701,099	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THE MISSION OF THE MOUNT VERNON LADIES' ASSOCIATION (THE ASSOCIATION) IS TO PRESERVE, RESTORE, AND MANAGE THE ESTATE OF GEORGE WASHINGTON TO THE HIGHEST STANDARDS AND TO EDUCATE VISITORS AND PEOPLE THROUGHOUT THE WORLD ABOUT THE LIFE AND LEGACIES OF GEORGE WASHINGTON, SO THAT HIS EXAMPLE OF CHARACTER AND LEADERSHIP WILL CONTINUE TO INFORM AND INSPIRE FUTURE GENERATIONS.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$26,713,302	ExpenseAmt
Grant	$491,925	GrantAmt
Revenue	$24,745,067	RevenueAmt
Desc	EDUCATION - WE WELCOMED 1,132,000 VISITORS TO THE ESTATE IN 2017, OUR HIGHEST ATTENDANCE IN MORE THAN A DECADE, 349,000 OF WHICH WERE STUDENTS WHO VISITED FROM ALL 50 OF THE UNITED STATES AND AROUND THE WORLD. WE REMAINED THE MOST POPULAR HISTORIC ESTATE IN AMERICA, AND REACHED EVEN MORE INDIVIDUALS THROUGH OUR ONLINE PRESENCE. WE CAPTURED 20.3 MILLION PAGE VIEWS, WHICH CONSUMED MORE THAN 340,000 HOURS OF CONTENT ON THE WEBSITE, AN INCREASE OF 16% FROM 2016. WE REDESIGNED OUR GENERAL MANSION TOURS IN 2017, ADDING TWO NEW TOUR EXPERIENCES. IN OUR PEAK SEASON, THE TOUR WAS ADJUSTED TO APPEAL TO YOUNG PEOPLE. INTERPRETERS ENGAGED THE STUDENTS WITH FIRST-PERSON CHARACTER INTERACTIONS WITH TRIVIA QUESTIONS AND ALLOWED PICTURES INSIDE THE MANSION, HELPING EXPAND OUR REACH ON SOCIAL MEDIA. IN LOW VISITATION MONTHS, WE ADOPTED A LONGER MORE PERSONALIZED TOUR OF THE MANSION AND COVERS SECTIONS OF THE GROUNDS AS WELL. BOTH TOURS RECEIVED RAVE REVIEWS AND WILL BE CONTINUED IN 2018. WE CELEBRATED OUR 10TH ANNIVERSARY OF GEORGE WASHINGTON DISTILLERY, INTERPRETING THE STORY OF ONE OF THE GENERAL'S MOST SUCCESSFUL BUSINESS ENTERPRISES. GEORGE WASHINGTON'S RYE WHISKEY WAS NAMED THE OFFICIAL SPIRIT OF THE COMMONWEALTH OF VIRGINIA IN MARCH OF 2017.SINCE OPENING IN 2006, THE DONALD W. REYNOLDS MUSEUM & EDUCATION CENTER HAS PROVIDED MOUNT VERNON GUESTS WITH THE OPPORTUNITY TO DIVE DEEPER INTO THE STORIES OF WASHINGTON'S LIFE AND LEGACIES. THE 4-D REVOLUTIONARY WAR THEATER-WHERE CANNONS FIRE AND SNOW FALLS EVERY DAY OF THE YEAR-HAS BECOME THE EDUCATION CENTER'S MOST POPULAR ATTRACTION. WHILE BELOVED, THE DECADE-OLD PRODUCTION AND THEATER HAD BEGUN TO SHOW THEIR AGE. AS PART OF A COMPLETE OVERHAUL, A BRAND NEW FILM WAS COMMISSIONED THAT INCORPORATES CUTTING-EDGE ANIMATION AND EXCITING LIVE-ACTION SEQUENCES, ALL PROJECTED AT 4K RESOLUTION ON A MASSIVE NEW SCREEN WITH ENHANCED 4-D SPECIAL EFFECTS AND AUDIO TO CREATE A POWERFUL AND MEMORABLE EXPERIENCE.A NEW INTERACTIVE EXPERIENCE, BE WASHINGTON: IT'S YOUR TURN TO LEAD, NEARED COMPLETION IN PREPARATION FOR A FEBRUARY LAUNCH. WITH INPUT FROM SCHOLARS AT THE WASHINGTON LIBRARY, WE DEVELOPED FOUR SCENARIOS ADDRESSING DIFFICULT LEADERSHIP DILEMMAS FROM THE AMERICAN REVOLUTION AND WASHINGTON'S PRESIDENCY. THIS FIRST-PERSON IMMERSIVE PROGRAM ALLOWS GUESTS TO PUT THEMSELVES IN WASHINGTON'S SHOES AS THEY LISTEN TO COUNSEL FROM ON-SCREEN ADVISERS LIKE THOMAS JEFFERSON AND ALEXANDER HAMILTON BEFORE THEY VOTE ON A COURSE OF ACTION. IN RECOGNITION THAT BE WASHINGTON HAD TREMENDOUS POTENTIAL FOR USE IN SCHOOLS, A WEB VERSION OF THE PROGRAM WAS DEVELOPED, COMPLETE WITH SUPPLEMENTAL CLASSROOM MATERIALS.AS THE FRED W. SMITH NATIONAL LIBRARY FOR THE STUDY OF GEORGE WASHINGTON ENTERS ITS FIFTH YEAR OF OPERATIONS, SCHOLARSHIP ON WASHINGTON'S LIFE AND TIMES CONTINUES TO GROW AND FLOURISH. IN ADDITION TO ASSISTING NEARLY 4,500 RESEARCHERS AND FACILITATING MORE THAN 2.6 MILLION VIRTUAL VISITS TO OUR ONLINE DIGITAL ENCYCLOPEDIA, WE HOSTED A FLURRY OF BOOK TALKS, LECTURES, AND SYMPOSIA. TO EXTEND OUR BURGEONING INTERNATIONAL REPUTATION, THE WASHINGTON LIBRARY CO-HOSTED AN ACADEMIC CONFERENCE IN TURIN, ITALY, WHICH FEATURED MORE THAN 15 LEADING INTERNATIONAL SCHOLARS.THROUGH THE WORK OF RESEARCH FELLOWS AND ON-SITE SCHOLARS, OUR EXPANDING SCHOLARSHIP TOUCHES NEW AREAS OF WASHINGTON'S LIFE AND LEGACY. HIS WELL-DOCUMENTED SUPPORT FOR RELIGIOUS FREEDOM EMERGED AS AN IMPORTANT AND TIMELY THEME THIS YEAR. THE WASHINGTON LIBRARY ACQUIRED A REMARKABLE COLLECTION OF 16 PRINTINGS OF WASHINGTON'S LETTERS TO RELIGIOUS CONGREGATIONS DATING FROM 1789-1790-INCLUDING HIS HISTORIC ADDRESS TO THE HEBREW CONGREGATION AT TOURO SYNAGOGUE IN NEWPORT, RHODE ISLAND-PLUS FOUR ADDITIONAL DOCUMENTS RELATING TO RELIGIOUS FREEDOM.WE ALSO TOOK SIGNIFICANT STEPS TO STRENGTHEN OUR RESOURCES FOR CLASSROOM TEACHERS. ONE OF OUR LARGEST EFFORTS THIS YEAR FOCUSED ON GROWING OUR FOOTPRINT IN TEXAS- A LARGE STATE WHERE SOCIAL STUDIES IS OF MAJOR SIGNIFICANCE, GIVEN THAT SCHOOLS ARE EVALUATED BASED ON TESTING IN THE SUBJECT. IN TEXAS EIGHTH-GRADE CLASSROOMS, THE U.S. CONSTITUTION IS A STRONG AREA OF FOCUS, AND ITS DEVELOPMENT WAS AN IMPORTANT LEADERSHIP MILESTONE IN GEORGE WASHINGTON'S LIFE. BY BOLSTERING OUR CLASSROOM-APPROPRIATE RESOURCES ON THIS IMPORTANT TOPIC, WE SEIZED AN OPPORTUNITY TO PROVIDE TOOLS AND PLATFORMS FOR TEXAS TEACHERS-RESOURCES THAT WILL ALSO BE VALUABLE FOR EDUCATORS ACROSS THE COUNTRY.WE ALSO CONTINUED TO INVEST IN OUR LONG-STANDING RESIDENTIAL PROGRAM FOR TEACHERS, WHICH WILL MARK ITS 20TH ANNIVERSARY IN 2019. IN 2017, 158 TEACHERS ATTENDED THE GEORGE WASHINGTON TEACHER INSTITUTE'S RESIDENTIAL PROGRAM. OFFERED OVER THE COURSE OF EIGHT WEEKS DURING THE SPRING AND SUMMER, GWTI OFFERS A CURRICULUM FOCUSED ON SIX THEMATICALLY UNIQUE PROGRAMS: MARTHA WASHINGTON AND THE WOMEN OF THE 18TH CENTURY; SLAVERY; WASHINGTON AT WAR; BUSINESS AND ENTREPRENEURSHIP; LEADERSHIP; AND GOVERNMENT.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$15,425,325	ExpenseAmt
Grant	$15,000	GrantAmt
Desc	HISTORIC PRESERVATION AND COLLECTIONS - MOUNT VERNON CONTINUED ITS MANSION RESTORATION PROJECTS, WITH THE COMPLETE RESTORATION AND REINTERPRETATION OF THE BLUE ROOM. THE BLUE ROOM SERVED AS A BEDCHAMBER FOR VISITING FAMILY AND GUESTS IN THE 1790'S. STARTING WITH MANY QUESTIONS AND FEW ANSWERS, THE PRESERVATION TEAM CAREFULLY INVESTIGATED THE PHYSICAL FABRIC OF THE SPACE IN ORDER TO DISTINGUISH CHANGES MADE BY GEORGE WASHINGTON FROM THOSE MADE BY LATER GENERATIONS. CURATORS DOVE DEEP INTO THE WASHINGTON'S PERSONAL PAPERS AND FINANCIAL ACCOUNTS TO DISCOVER RICH EVIDENCE OF BOTH GEORGE AND MARTHA WASHINGTON'S LONG LOST CONTRIBUTIONS TO THE ROOM. THE PRESERVATION STAFF ALSO BEGAN THE RESTORATION OF THE FRONT PARLOR. THE PARLOR REFLECTS THE CHARACTER OF THE SPACE ENJOYED BY THE WASHINGTON'S, A SOCIAL AND ENTERTAINING ROOM DISTINGUISHED BY ITS ELABORATE ARCHITECTURAL FEATURES, FORMAL FURNISHINGS, AND COLLECTION OF FAMILY PORTRAITURE. THE ROOM FEATURES FLOOR TO CEILING WOOD PANELING, ELABORATE DOOR SURROUNDS, AND INTRICATE CARVINGS ON THE CHIMNEYPIECE, CHAIR RAIL, AND CEILING ORNAMENT. AT EVERY STOP ALONG THE WAY, THE TEAM INVESTIGATED THE ROOM FOR CLUES ABOUT ITS EVOLUTION, DOCUMENTING BOTH THE ROOM'S FRAMING AND EARLIER ARCHITECTURAL ELEMENTS DISCOVERED BEHIND THE CURRENT PANELING. THE SPACE IS EXPECTED TO BE COMPLETED IN FALL 2018. WHEN A VIOLENT AUGUST STORM CAUSED A LANDSLIDE ON THE EAST SLOPE, OUR TEAM ACTED SWIFTLY TO ADDRESS THE DAMAGE AND TO BETTER PROTECT THE SITE IN THE FUTURE. LANDSLIDES HAVE BEEN RECORDED ON THE EAST SLOPE SINCE AT LEAST 1886. WHILE RESEARCHING THE HISTORY OF WORK ON THE SLOPE, WE "REDISCOVERED" TWO DRAINAGE TUNNELS THAT WERE EXCAVATED IN 1903 TO CORRECT AND MITIGATE FUTURE LANDSLIDES. AFTER CLEARING THE AREA, A 272 FOOT TUNNEL WAS LOCATED NEAR THE AREA OF THE SLOPE FAILURE. THE ENGINEERING TEAM TESTED THE FLOW OF THE WATER EXITING THE PIPES AT A RATE OF 8,000 GALLONS OF WATER PER DAY. AFTER SNAKING AND UNCLOGGING 200 FEET OF TERRA-COTTA PIPES, THE DISCHARGE RATE JUMPED TO 57,500 GALLONS PER DAY. ONGOING SOIL BORINGS WILL FURTHER ASSIST THE ENGINEERING TEAM'S ANALYSIS OF OPTIONS FOR TO ADDRESS THE SLOPE'S CONTINUED STABILIZATION.EVEN AS SIGNIFICANT PRESERVATION PROJECTS ADVANCED IN VERY PUBLIC SPACES INSIDE THE MANSION, MAJOR WORK ALSO TOOK PLACE BEHIND THE SCENES. THE ROOF OF THE MANSION'S KITCHEN WAS DISCOVERED TO BE IN URGENT AND UNEXPECTED NEED OF REPLACEMENT. WE ALSO PROGRESSED ON THE INSTALLATION OF A NEW, STATE-OF-THE-ART FIRE-SUPPRESSION SYSTEM INSIDE THE MANSION.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$42,138,627	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	Yes (1)	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
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	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	Yes (1)	ProfessionalFundraisingInd
Fundraising Activities	Yes (1)	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	Yes (1)	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (1)	TaxExemptBondsInd
Invest Tax Exempt Bonds	0	InvestTaxExemptBondsInd
Escrow Account	0	EscrowAccountInd
On Behalf Of Issuer	0	OnBehalfOfIssuerInd
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	Yes (1)	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	221	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	752	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (1)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (1)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	25	GoverningBodyVotingMembersCnt
Independent Voting Member	25	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	AL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	AK	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	AR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CO	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CT	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	FL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	GA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	HI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	IL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	KS	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	ME	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MD	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MN	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MS	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NJ	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NM	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NV	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	ND	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OK	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	PA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	RI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	SC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	TN	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	UT	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	VA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WV	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WI	StatesWhereCopyOfReturnIsFldCd
Own Website	Yes (X)	OwnWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	PHILIP L MANNO	PersonNm
Phone	7037802000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 110	AddressLine1Txt
City	MOUNT VERNON	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	22121	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (38 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd
SARAH MILLER COULSON
REGENT	30.00	Yes (X)	Yes (X)	$0	$0	$0
ANN CADY SCOTT
SECRETARY	20.00	Yes (X)	Yes (X)	$0	$0	$0
MARGARET HARTMAN NICHOLS
TREASURER	20.00	Yes (X)	Yes (X)	$0	$0	$0
MARGARET APPLETON ALLISON
VICE REGENT	10.00	Yes (X)		$0	$0	$0
CLAUDIA PUIG AMUNDSEN
VICE REGENT	10.00	Yes (X)		$0	$0	$0
MARY LANG BISHOP
VICE REGENT	10.00	Yes (X)		$0	$0	$0
ANN HAUNSCHILD BOOKOUT
VICE REGENT	10.00	Yes (X)		$0	$0	$0
MARIBETH ARMSTRONG BORTHWICK
VICE REGENT	10.00	Yes (X)		$0	$0	$0
CLARE N COOLEY EDWARDS
VICE REGENT - UNTIL 08/2017	10.00	Yes (X)		$0	$0	$0
JUDITH WILSON GRANT
VICE REGENT	10.00	Yes (X)		$0	$0	$0
LUCIA BOSQUI HENDERSON
VICE REGENT	10.00	Yes (X)		$0	$0	$0
ELIZABETH WHITESIDES HOLDSWORTH
VICE REGENT - UNTIL 12/2017	10.00	Yes (X)		$0	$0	$0
VIRGINIA DAWSON LANE
VICE REGENT	10.00	Yes (X)		$0	$0	$0
HELEN HERBOTH LAUGHERY
VICE REGENT	10.00	Yes (X)		$0	$0	$0
BARBARA BOURGEOIS LUCAS
VICE REGENT - UNTIL 12/2017	10.00	Yes (X)		$0	$0	$0
LIZ ROLLINS MAURAN
VICE REGENT	10.00	Yes (X)		$0	$0	$0
CAMERON KOCK MAYER
VICE REGENT	10.00	Yes (X)		$0	$0	$0
CATHERINE HAMILTON MAYTON
VICE REGENT	10.00	Yes (X)		$0	$0	$0
ANNE NEAL PETRI
VICE REGENT	10.00	Yes (X)		$0	$0	$0
SUSAN STEVENS REEDER
VICE REGENT	10.00	Yes (X)		$0	$0	$0
MELODY SAWYER RICHARDSON
VICE REGENT - UNTIL 03/2017	10.00	Yes (X)		$0	$0	$0
LAURA PEEBLES RUTHERFORD
VICE REGENT	10.00	Yes (X)		$0	$0	$0
ANDREA NOTMAN SAHIN
VICE REGENT	10.00	Yes (X)		$0	$0	$0
JEAN ARMFIELD SHERRILL
VICE REGENT	10.00	Yes (X)		$0	$0	$0
SUSAN MARSHALL TOWNSEND
VICE REGENT	10.00	Yes (X)		$0	$0	$0
CATHERINE MARLETTE WADDELL
VICE REGENT	10.00	Yes (X)		$0	$0	$0
GAIL BERRY WEST
VICE REGENT - UNTIL 12/2017	10.00	Yes (X)		$0	$0	$0
CURTIS G VIEBRANZ
PRESIDENT/CEO - UNTIL 09/2017	40.00		Yes (X)	$327,970	$0	$30,388
PHILIP L MANNO
CHIEF FINANCIAL OFFICER	40.00		Yes (X)	$222,628	$0	$18,975
ROBERT SHENK
SVP VISITOR ENGAGEMENT	40.00			$234,595	$0	$31,492	Yes (X)
JOSEPH A BONDI
SVP DEVELOPMENT - AS OF 01/2017	40.00			$231,387	$0	$10,137	Yes (X)
DOUGLAS BRADBURN
FOUNDING DIRECTOR OF NAT'L LIBRARY	40.00			$219,580	$0	$30,233	Yes (X)
CAROL CADOU
SVP HISTORIC PRESERVATION/COLLECTIONS	40.00			$180,521	$0	$14,153	Yes (X)
BEREND OLTMANS
DIRECTOR OF IT	40.00			$151,508	$0	$5,683		Yes (X)
MATTHEW K BRINEY
VICE PRESIDENT NEW MEDIA	40.00			$142,355	$0	$22,134		Yes (X)
M CAROLINA CAMARGO CHIRHART
SR. DIRECTOR OF DEVELOPMENT	40.00			$137,593	$0	$17,365		Yes (X)
F ANDERSON MORSE
DIRECTOR OF DEVELOPMENT	40.00			$131,601	$0	$22,995		Yes (X)
KAROL ALLISON WICKENS
VICE PRESIDENT EDUCATION	40.00			$125,619	$0	$15,448		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$2,105,357	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$219,003	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	18	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
SOLOMAN GROUP
825 GIROD STREET	NEW ORLEANS	LA	70113	AUDIO VISUAL SYSTEM INSTALLATION	$1,423,528
LUKENS COMPANY
2800 SHIRLINGTON ROAD 9TH FLOOR	ARLINGTON	VA	22206	DIRECT MAIL SOLICITING	$1,277,567
CORTINA PRODUCTION
1651 OLD MEADOW ROAD SUITE 400	MCLEAN	VA	22102	MEDIA DESIGN	$930,321
MANA CONSTRUCTION
6401 ROSE HILL DRIVE	ALEXANDRIA	VA	22310	CONSTRUCTION AND REPAIR SERVICES	$600,835
WIDE AWAKE FILMS
315 DELAWARE STREET	KANSAS CITY	MO	64105	THEATER CONSTRUCTION SERVICE	$555,248

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	24	CntrctRcvdGreaterThan100KCnt
Membership Dues	$1,473,682	MembershipDuesAmt
Fundraising	$787,168	FundraisingAmt
All Other Contributions	$8,192,864	AllOtherContributionsAmt
Noncash Contributions	$1,838,982	NoncashContributionsAmt
Total Contributions	$10,453,714	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ADMISSION FEES	900099	$13,776,514	$13,776,514
EVENT REVENUE	900099	$1,787,452	$1,787,452
CONFERENCES & SYMPOSIA	900099	$189,684	$189,684
PRESERVATION TOURS	900099	$24,127	$24,127

Field	Value	IRS element (for citing)
Total Program Service Revenue	$15,777,777	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$4,553,409	TotalRevenueColumnAmt
Exclusion	$4,553,409	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$171,541	TotalRevenueColumnAmt
Exclusion	$171,541	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$18,736,423	SecuritiesAmt
Other	$496,516	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$17,222,425	SecuritiesAmt
Other	$534,524	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$1,513,998	SecuritiesAmt
Other	-$38,008	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,475,990	TotalRevenueColumnAmt
Exclusion	$1,475,990	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$123,270	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$787,168	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$333,051	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$209,781	TotalRevenueColumnAmt
Exclusion	-$209,781	ExclusionAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$17,235,449	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$6,254,758	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$10,980,691	TotalRevenueColumnAmt
Related Or Exempt Func Income	$8,967,290	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$2,013,401	UnrelatedBusinessRevenueAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	OTHER INCOME	Desc
Business	900099	BusinessCd
Total Revenue Column	$305,618	TotalRevenueColumnAmt
Exclusion	$305,618	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$305,618	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$43,508,959	TotalRevenueColumnAmt
Related Or Exempt Func Income	$24,745,067	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$2,013,401	UnrelatedBusinessRevenueAmt
Exclusion	$6,296,777	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$297,206	TotalAmt
Program Services	$297,206	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$209,719	TotalAmt
Program Services	$209,719	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$1,552,059	TotalAmt
Program Services	$961,425	ProgramServicesAmt
Management And General	$295,358	ManagementAndGeneralAmt
Fundraising	$295,276	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$17,840,250	TotalAmt
Program Services	$15,690,005	ProgramServicesAmt
Management And General	$1,286,690	ManagementAndGeneralAmt
Fundraising	$863,555	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$1,148,224	TotalAmt
Program Services	$1,032,565	ProgramServicesAmt
Management And General	$62,950	ManagementAndGeneralAmt
Fundraising	$52,709	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$2,164,157	TotalAmt
Program Services	$1,914,475	ProgramServicesAmt
Management And General	$147,316	ManagementAndGeneralAmt
Fundraising	$102,366	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$1,472,614	TotalAmt
Program Services	$1,300,257	ProgramServicesAmt
Management And General	$99,852	ManagementAndGeneralAmt
Fundraising	$72,505	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$36,614	TotalAmt
Management And General	$36,614	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$90,321	TotalAmt
Management And General	$90,321	ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$185,200	TotalAmt
Fundraising	$185,200	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$88,873	TotalAmt
Management And General	$88,873	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$2,521,034	TotalAmt
Program Services	$1,998,760	ProgramServicesAmt
Management And General	$348,819	ManagementAndGeneralAmt
Fundraising	$173,455	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$686,788	TotalAmt
Program Services	$661,240	ProgramServicesAmt
Management And General	$4,929	ManagementAndGeneralAmt
Fundraising	$20,619	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$4,874,441	TotalAmt
Program Services	$3,549,512	ProgramServicesAmt
Management And General	$649,292	ManagementAndGeneralAmt
Fundraising	$675,637	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$241,502	TotalAmt
Program Services	$31,151	ProgramServicesAmt
Management And General	$210,351	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$5,464,109	TotalAmt
Program Services	$5,163,914	ProgramServicesAmt
Management And General	$274,861	ManagementAndGeneralAmt
Fundraising	$25,334	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$448,511	TotalAmt
Program Services	$396,658	ProgramServicesAmt
Management And General	$18,673	ManagementAndGeneralAmt
Fundraising	$33,180	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$113,101	TotalAmt
Program Services	$87,125	ProgramServicesAmt
Management And General	$14,473	ManagementAndGeneralAmt
Fundraising	$11,503	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$5,804,587	TotalAmt
Program Services	$5,261,732	ProgramServicesAmt
Management And General	$271,428	ManagementAndGeneralAmt
Fundraising	$271,427	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$292,201	TotalAmt
Program Services	$233,761	ProgramServicesAmt
Management And General	$43,830	ManagementAndGeneralAmt
Fundraising	$14,610	FundraisingAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
COLLECTIONS/ACQUISITION	$1,299,798	$1,299,798
EVENT EXPENSES	$1,165,227	$1,027,857	$6,500	$130,870
DIRECT MAIL	$383,016	$191,508	$7,660	$183,848

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$926,449	TotalAmt
Program Services	$829,959	ProgramServicesAmt
Management And General	$50,093	ManagementAndGeneralAmt
Fundraising	$46,397	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$49,306,001	TotalAmt
Program Services	$42,138,627	ProgramServicesAmt
Management And General	$4,008,883	ManagementAndGeneralAmt
Fundraising	$3,158,491	FundraisingAmt

Field	Value	IRS element (for citing)
Joint Costs	Yes (X)	JointCostsInd

Total Joint Costs TotalJointCostsGrp

Field	Value	IRS element (for citing)
Total	$1,398,464	TotalAmt
Program Services	$699,232	ProgramServicesAmt
Management And General	$27,964	ManagementAndGeneralAmt
Fundraising	$671,268	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$3,385,417	BOYAmt
EOY	$3,753,051	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$8,056,112	BOYAmt
EOY	$13,218,070	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$10,973,947	BOYAmt
EOY	$7,176,275	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$820,868	BOYAmt
EOY	$829,171	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$500,000	BOYAmt
EOY	$500,000	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$2,760,830	BOYAmt
EOY	$2,752,572	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$246,043	BOYAmt
EOY	$188,167	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$170,370,502	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$81,530,424	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$83,944,189	BOYAmt
EOY	$88,840,078	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$143,034,105	BOYAmt
EOY	$159,702,881	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$11,109,355	BOYAmt
EOY	$12,194,203	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$12,493,670	BOYAmt
EOY	$6,013,681	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$277,324,536	BOYAmt
EOY	$295,168,149	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$4,704,300	BOYAmt
EOY	$4,209,175	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$263,668	BOYAmt
EOY	$391,870	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$15,000,000	BOYAmt
EOY	$15,000,000	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$200,000	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$7,025,045	BOYAmt
EOY	$6,866,005	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$27,193,013	BOYAmt
EOY	$26,467,050	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$127,385,416	BOYAmt
EOY	$134,309,114	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$80,827,035	BOYAmt
EOY	$92,122,324	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$41,919,072	BOYAmt
EOY	$42,269,661	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$250,131,523	BOYAmt
EOY	$268,701,099	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$277,324,536	BOYAmt
EOY	$295,168,149	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$5,797,042	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$23,875,660	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$490,958	OtherChangesInNetAssetsAmt
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)
Publicly Supported Org509a2	Yes (X)	PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$24,922,730	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$9,247,345	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$13,952,745	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$16,853,102	CurrentTaxYearMinus1YearAmt
Current Tax Year	$10,453,714	CurrentTaxYearAmt
Total	$75,429,636	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$26,424,678	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$26,293,684	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$28,181,664	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$29,192,752	CurrentTaxYearMinus1YearAmt
Current Tax Year	$30,037,912	CurrentTaxYearAmt
Total	$140,130,690	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$51,347,408	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$35,541,029	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$42,134,409	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$46,045,854	CurrentTaxYearMinus1YearAmt
Current Tax Year	$40,491,626	CurrentTaxYearAmt
Total	$215,560,326	TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,230,229	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,482,574	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,005,908	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$5,996,286	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,093,223	CurrentTaxYearAmt
Total	$11,808,220	TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,230,229	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,482,574	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,005,908	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$5,996,286	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,093,223	CurrentTaxYearAmt
Total	$11,808,220	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total509	$203,752,106	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,366,758	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,575,695	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,255,263	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$3,264,580	CurrentTaxYearMinus1YearAmt
Current Tax Year	$4,724,950	CurrentTaxYearAmt
Total	$14,187,246	TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,366,758	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,575,695	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,255,263	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$3,264,580	CurrentTaxYearMinus1YearAmt
Current Tax Year	$4,724,950	CurrentTaxYearAmt
Total	$14,187,246	TotalAmt

Other Income509 OtherIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$266,264	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$560,508	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$233,817	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$218,649	CurrentTaxYearMinus1YearAmt
Current Tax Year	$305,618	CurrentTaxYearAmt
Total	$1,584,856	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$52,980,430	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$38,677,232	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$44,623,489	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$49,529,083	CurrentTaxYearMinus1YearAmt
Current Tax Year	$45,522,194	CurrentTaxYearAmt
Total	$231,332,428	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.88080	PublicSupportCY509Pct
Public Support PY509	0.87410	PublicSupportPY509Pct
Investment Income CY	0.06130	InvestmentIncomeCYPct
Investment Income PY	0.04650	InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509	Yes (X)	ThirtyThrPctSuprtTestsCY509Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:	FormAndLineReferenceDesc
Explanation	OTHER INCOME - 2013 AMOUNT: $ 266,264. 2014 AMOUNT: $ 560,508. 2015 AMOUNT: $ 233,817. 2016 AMOUNT: $ 218,649. 2017 AMOUNT: $ 305,618.	ExplanationTxt

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Coll Used Scholarly Rsrch	Yes (X)	CollUsedScholarlyRsrchInd
Collection Used Preservation	Yes (X)	CollectionUsedPreservationInd
Coll Used Loan Or Exch Prog	Yes (X)	CollUsedLoanOrExchProgInd
Solicited Assets Sale	Yes (1)	SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$137,962,245	BeginningYearBalanceAmt
Contributions	$550,186	ContributionsAmt
Investment Earnings Or Losses	$25,777,744	InvestmentEarningsOrLossesAmt
Other Expenditures	$6,638,302	OtherExpendituresAmt
End Year Balance	$157,651,873	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$139,309,486	BeginningYearBalanceAmt
Contributions	$1,046,444	ContributionsAmt
Investment Earnings Or Losses	$9,604,030	InvestmentEarningsOrLossesAmt
Other Expenditures	$11,997,715	OtherExpendituresAmt
End Year Balance	$137,962,245	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$146,000,113	BeginningYearBalanceAmt
Contributions	$6,578,079	ContributionsAmt
Investment Earnings Or Losses	-$4,157,069	InvestmentEarningsOrLossesAmt
Other Expenditures	$9,111,637	OtherExpendituresAmt
End Year Balance	$139,309,486	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$151,676,248	BeginningYearBalanceAmt
Contributions	$3,119,789	ContributionsAmt
Investment Earnings Or Losses	$2,580,194	InvestmentEarningsOrLossesAmt
Other Expenditures	$11,373,118	OtherExpendituresAmt
End Year Balance	$146,000,113	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$140,394,581	BeginningYearBalanceAmt
Contributions	$16,693,092	ContributionsAmt
Investment Earnings Or Losses	$11,074,871	InvestmentEarningsOrLossesAmt
Other Expenditures	$16,486,296	OtherExpendituresAmt
End Year Balance	$151,676,248	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.20060	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.26810	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.53130	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	Yes (1)	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$116,267,121	OtherCostOrOtherBasisAmt
Depreciation	$36,631,998	DepreciationAmt
Book Value	$79,635,123	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$46,157,440	OtherCostOrOtherBasisAmt
Depreciation	$39,687,108	DepreciationAmt
Book Value	$6,470,332	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$7,945,941	OtherCostOrOtherBasisAmt
Depreciation	$5,211,318	DepreciationAmt
Book Value	$2,734,623	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$88,840,078	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDesc	AmtAmt
INTEREST RATE SWAP AGREEMENT	$5,406,892
ANNUITY GIFT LIABILITY	$1,329,553
POOLED INCOME FUND LIABILITY	$121,747
DUE TO REGION 5 HISTORY FUND	$7,813

Field	Value	IRS element (for citing)
Total Liability	$6,866,005	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$74,854,513	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$23,875,660	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$480,000	DonatedServicesAndUseFcltsAmt
Other Revenue	$490,958	OtherRevenueAmt
Revenue Not Reported	$24,846,618	RevenueNotReportedAmt
Revenue Subtotal	$50,007,895	RevenueSubtotalAmt
Investment Expenses Not Incld	$88,873	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	-$6,587,809	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	-$6,498,936	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$43,508,959	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$56,284,937	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$480,000	DonatedServicesUseFcltsAmt
Expenses Not Reported	$480,000	ExpensesNotReportedAmt
Expenses Subtotal	$55,804,937	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$88,873	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	-$6,587,809	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	-$6,498,936	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$49,306,001	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART III, LINE 1A:	HISTORICAL PROPERTIES OWNED BY THE ASSOCIATION WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE ASSOCIATION'S INCEPTION. THESE HISTORICAL PROPERTIES ARE NOT INCLUDED IN THE STATEMENT OF FINANCIAL POSITION. THE COST OF THE PROPERTIES IS NOT READILY AVAILABLE, AND THE ASSOCIATION IS OF THE OPINION THAT, BECAUSE OF THE INTRINSIC VALUE OF THE PROPERTIES, IT IS IMPRACTICAL TO ASSIGN VALUES TO THE COMPONENTS. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED OR AS TEMPORARILY OR PERMANENTLY RESTRICTED NET ASSETS IF THE ASSETS USED TO PURCHASE THE ITEMS ARE RESTRICTED BY DONORS. FINANCIAL STATEMENTS DO NOT REFLECT ANY CONTRIBUTED COLLECTION ITEMS.
PART III, LINE 4:	THE ASSOCIATION COLLECTS, RESEARCHES, CONSERVES, RESTORES, RECONSTRUCTS, PRESERVES, DOCUMENTS, AND SHARES WITH THE PUBLIC HISTORIC STRUCTURES, ARCHAEOLOGICAL SITES, AND THE CULTURAL LANDSCAPE AS WELL AS TWO AND THREE-DIMENSIONAL OBJECTS IN A VARIETY OF MEDIA. RESPONSIBILITY FOR THE PRESERVATION AND MAINTENANCE OF THE HISTORIC STRUCTURES, CULTURAL RESOURCES AND THE COLLECTIONS FALLS TO THE HISTORIC PRESERVATION AND COLLECTIONS DEPARTMENT AND THE FRED W. SMITH LIBRARY FOR THE STUDY OF GEORGE WASHINGTON AT MOUNT VERNON. THE HISTORIC PRESERVATION AND COLLECTIONS DEPARTMENT IS DIVIDED INTO THE FINE AND DECORATIVE ARTS CURATORIAL COLLECTION, THE ARCHAEOLOGICAL COLLECTION, THE ARCHITECTURAL FRAGMENTS COLLECTION, AND PHOTO ARCHIVES. THE FINE AND DECORATIVE ARTS CURATORIAL COLLECTION INCLUDES THREE-DIMENSIONAL OBJECTS, TEXTILES, WORKS OF ART ON PAPER, AND PAINTINGS. THE ARCHAEOLOGICAL COLLECTION INCLUDES ARTIFACTS AND THEIR ASSOCIATED DOCUMENTATION DERIVING FROM EXCAVATION PROJECTS, AS WELL AS RANDOM FINDS ORIGINATING ON THE MOUNT VERNON ESTATE. THE ARCHITECTURAL FRAGMENTS COLLECTION INCLUDES FEATURES, BUILDING MATERIALS, AND FINISH TREATMENTS THAT ARE ARCHITECTURAL IN NATURE, AND WHICH HAVE BEEN REMOVED FROM THEIR ORIGINAL CONTEXT DURING THE COURSE OF RESTORATION WORK UNDERTAKEN TO STABILIZE, PROTECT, OR REINTERPRET MOUNT VERNON'S HISTORIC BUILDINGS AND STRUCTURES. PHOTO ARCHIVES CONTAINS MODERN FILM, NEGATIVES, AND DIGITAL IMAGE FILES OF A VARIETY OF MOUNT VERNON RELATED SUBJECTS. SPECIAL COLLECTIONS INCLUDES RARE BOOKS, HISTORIC MANUSCRIPTS, PHOTOGRAPHS, THE ASSOCIATION'S ARCHIVAL MATERIALS, AND PRINTED EPHEMERA. THE LIBRARY COLLECTS PRINTED MATERIAL WITH A PRIMARY EMPHASIS ON GEORGE WASHINGTON, MOUNT VERNON, AND THE MOUNT VERNON LADIES' ASSOCIATION. THE MOST IMPORTANT INITIAL CRITERION WITH WHICH TO EVALUATE A POTENTIAL ACQUISITION IS ITS CONTRIBUTION TO INTERPRETATION, EXHIBITION, AND RESEARCH VALUE AT MOUNT VERNON. THIS INCLUDES THE FOLLOWING ITEMS: OBJECTS ORIGINAL TO MOUNT VERNON OR OWNED BY GEORGE AND MARTHA WASHINGTON; OBJECTS RELATED TO WASHINGTON'S NON-DOMESTIC LIFE, INCLUDING HIS ROLE AS MILITARY LEADER, SURVEYOR, AND PRESIDENT; MANUSCRIPTS BY GEORGE OR MARTHA WASHINGTON NOT PREVIOUSLY REPRODUCED OR PUBLISHED IN PRINT OR ELECTRONIC FORMAT; BOOKS AND OTHER PUBLISHED MATERIALS OWNED BY GEORGE OR MARTHA WASHINGTON; OBJECTS RELATING TO THE DEVELOPMENT AND DOMESTIC LIFE OF MOUNT VERNON, INCLUDING MATERIAL RELATED TO FAMILY MEMBERS, VISITORS, AND ACQUAINTANCES; PERIOD OBJECTS THAT REPLICATE OBJECTS THAT WERE AT MOUNT VERNON, FOR THE PURPOSE OF ENHANCING THE INTERPRETATION AND UNDERSTANDING OF THE ESTATE AND THE LIFE AND LEGACY OF GEORGE AND MARTHA WASHINGTON; ARCHIVAL MATERIALS RELATING TO THE DEVELOPMENT AND DOMESTIC LIFE OF MOUNT VERNON, INCLUDING MATERIALS OF FAMILY MEMBERS, VISITORS, AND ACQUAINTANCES; BOOKS OF THE WASHINGTON AND CUSTIS FAMILIES THAT ARE RELATED TO COLLECTIONS OR INTERPRETATION GOALS; MANUSCRIPTS BY GEORGE OR MARTHA WASHINGTON PREVIOUSLY REPRODUCED OR PUBLISHED IN PRINT OR ELECTRONIC FORMAT; MAPS, PLANS, SURVEYS, MANUSCRIPTS, RARE BOOKS, PHOTOGRAPHS AND OTHER DOCUMENTS OF HISTORICAL VALUE RELATING TO 17TH, 18TH 19TH AND 20TH CENTURY LIFE AT MOUNT VERNON AND THE WASHINGTON FAMILY.
PART V, LINE 4:	THE ASSOCIATION'S ENDOWMENT CONSISTS OF 71 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE BOARD APPROVES SPENDING ON PROGRAM RESTRICTED ENDOWMENTS AS PART OF ITS ANNUAL BUDGET APPROVAL PROCESS. IN ADDITION, THE BOARD ALSO APPROVES, AS PART OF ITS ANNUAL BUDGETARY APPROVAL PROCESS, THE TRANSFER AND EXPENDITURE OF ADDITIONAL BOARD-DESIGNATED FUNDS FOR CAPITAL IMPROVEMENTS, COLLECTION ACQUISITIONS OR SPECIAL PROJECTS. TEMPORARILY RESTRICTED ENDOWMENT FUNDS ARE USED FOR THE OPERATIONS OF THE ORIENTATION CENTER, EDUCATION CENTER, AND NATIONAL LIBRARY.
PART X, LINE 2:	THE ASSOCIATION EVALUATED ITS UNCERTAINTY IN INCOME TAXES FOR THE YEARS ENDED DECEMBER 31, 2017 AND 2016, AND DETERMINED THAT THERE ARE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS.
PART XI, LINE 2D - OTHER ADJUSTMENTS:	CHANGE IN VALUE OF INTEREST RATE SWAP AGREEMENT 247,853. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 243,105.
PART XI, LINE 4B - OTHER ADJUSTMENTS:	SPECIAL EVENT DIRECT EXPENSES -333,051. COST OF GOODS SOLD -6,254,758.
PART XII, LINE 4B - OTHER ADJUSTMENTS:	SPECIAL EVENT DIRECT EXPENSES -333,051. COST OF GOOD SOLD -6,254,758.

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Mail Solicitations	Yes (X)	MailSolicitationsInd
Email Solicitations	Yes (X)	EmailSolicitationsInd
Phone Solicitations	Yes (X)	PhoneSolicitationsInd
In Person Solicitations	Yes (X)	InPersonSolicitationsInd
Solicitation Of Non Govt Grants	Yes (X)	SolicitationOfNonGovtGrantsInd
Special Fundraising Events	Yes (X)	SpecialFundraisingEventsInd
Agrmt Prof Fundraising Acty	Yes (1)	AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	ActivityActivityTxt	Fundraiser Control Of FundsFundraiserControlOfFundsInd	Gross ReceiptsGrossReceiptsAmt	Retained By ContractorRetainedByContractorAmt	Net To OrganizationNetToOrganizationAmt
THE LUKENS COMPANY
2800 SHIRLINGTON ROAD 9TH FLOOR	ARLINGTON	VA	22206	DIRECT MAIL	0	$2,471,120	$162,000	$2,309,120
MARTS & LUNDY
1200 WALL STREET WEST 5TH FLOOR	LYNDHURST	NJ	07071	CAPITAL CAMPAIGN	0	$0	$23,200	-$23,200

Field	Value	IRS element (for citing)
Total Gross Receipts	$2,471,120	TotalGrossReceiptsAmt
Total Retained By Contractors	$185,200	TotalRetainedByContractorsAmt
Total Net To Organization	$2,285,920	TotalNetToOrganizationAmt
Licensed States	AL	LicensedStatesCd
Licensed States	AK	LicensedStatesCd
Licensed States	AZ	LicensedStatesCd
Licensed States	AR	LicensedStatesCd
Licensed States	CA	LicensedStatesCd
Licensed States	CO	LicensedStatesCd
Licensed States	CT	LicensedStatesCd
Licensed States	DE	LicensedStatesCd
Licensed States	FL	LicensedStatesCd
Licensed States	GA	LicensedStatesCd
Licensed States	HI	LicensedStatesCd
Licensed States	ID	LicensedStatesCd
Licensed States	IL	LicensedStatesCd
Licensed States	IN	LicensedStatesCd
Licensed States	IA	LicensedStatesCd
Licensed States	KS	LicensedStatesCd
Licensed States	KY	LicensedStatesCd
Licensed States	LA	LicensedStatesCd
Licensed States	ME	LicensedStatesCd
Licensed States	MD	LicensedStatesCd
Licensed States	MA	LicensedStatesCd
Licensed States	MI	LicensedStatesCd
Licensed States	MN	LicensedStatesCd
Licensed States	MS	LicensedStatesCd
Licensed States	MO	LicensedStatesCd
Licensed States	MT	LicensedStatesCd
Licensed States	NE	LicensedStatesCd
Licensed States	NV	LicensedStatesCd
Licensed States	NH	LicensedStatesCd
Licensed States	NJ	LicensedStatesCd
Licensed States	NM	LicensedStatesCd
Licensed States	NY	LicensedStatesCd
Licensed States	NC	LicensedStatesCd
Licensed States	ND	LicensedStatesCd
Licensed States	OH	LicensedStatesCd
Licensed States	OK	LicensedStatesCd
Licensed States	OR	LicensedStatesCd
Licensed States	PA	LicensedStatesCd
Licensed States	RI	LicensedStatesCd
Licensed States	SC	LicensedStatesCd
Licensed States	SD	LicensedStatesCd
Licensed States	TN	LicensedStatesCd
Licensed States	TX	LicensedStatesCd
Licensed States	UT	LicensedStatesCd
Licensed States	VT	LicensedStatesCd
Licensed States	VA	LicensedStatesCd
Licensed States	WA	LicensedStatesCd
Licensed States	WV	LicensedStatesCd
Licensed States	WI	LicensedStatesCd
Licensed States	WY	LicensedStatesCd
Licensed States	DC	LicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	SPIRIT OF MOUNT VERNON	Event1Nm
Gross Receipts Event1	$447,500	GrossReceiptsEvent1Amt
Charitable Contri Event1	$392,500	CharitableContriEvent1Amt
Gross Revenue Event1	$55,000	GrossRevenueEvent1Amt
Food And Beverage Event1	$85,487	FoodAndBeverageEvent1Amt
Entertainment Event1	$10,654	EntertainmentEvent1Amt
Other Direct Expenses Event1	$69,898	OtherDirectExpensesEvent1Amt
Event2	BIRTHNIGHT BALL	Event2Nm
Gross Receipts Event2	$124,074	GrossReceiptsEvent2Amt
Charitable Contri Event2	$107,774	CharitableContriEvent2Amt
Gross Revenue Event2	$16,300	GrossRevenueEvent2Amt
Non Cash Prizes Event2	$334	NonCashPrizesEvent2Amt
Food And Beverage Event2	$26,012	FoodAndBeverageEvent2Amt
Entertainment Event2	$4,700	EntertainmentEvent2Amt
Other Direct Expenses Event2	$11,822	OtherDirectExpensesEvent2Amt
Other Events Total	4	OtherEventsTotalCnt
Gross Receipts Other Events	$338,864	GrossReceiptsOtherEventsAmt
Charitable Contri Other Events	$286,894	CharitableContriOtherEventsAmt
Gross Revenue Other Events	$51,970	GrossRevenueOtherEventsAmt
Food And Beverage Other Events	$76,741	FoodAndBeverageOtherEventsAmt
Entertainment Other Events	$20,936	EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events	$26,467	OthDirectExpnssOtherEventsAmt
Gross Receipts Total	$910,438	GrossReceiptsTotalAmt
Charitable Contributions Tot	$787,168	CharitableContributionsTotAmt
Gross Revenue Total Events	$123,270	GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events	$334	NonCashPrizesTotalEventsAmt
Food And Beverage Total Events	$188,240	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$36,290	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$108,187	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$333,051	DirectExpenseSummaryEventsAmt
Net Income Summary	-$209,781	NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE G, PART I, LINE 2B, COLUMN (V)	FormAndLineReferenceDesc
Explanation	DURING THE YEAR ENDED DECEMBER 31, 2017, THE LUKENS COMPANY WAS PAID A TOTAL OF $1,291,484. OF THIS AMOUNT, $162,000 WAS RELATED TO DIRECT FUNDRAISING AND THE REST WAS FOR REIMBURSEMENT OF PRINTING, POSTAGE, AND OTHER FUNDRAISING MATERIALS.	ExplanationTxt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
ACCOKEEK FOUNDATION
3400 BRYAN POINT ROAD	ACCOKEEK	MD	20607	526037288	501(C)(3)	$15,000	PROTECTION OF VIEWSHED
UNIVERSITY OF VIRGINIA
PO BOX 400195	CHARLOTTESVILLE	VA	229044195	546001796	501(C)(3)	$271,970	PAPERS OF GEORGE WASHINGTON

Field	Value	IRS element (for citing)
Total501c3 Org	2	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	STIPENDS & AWARDS	GrantTypeTxt
Recipient	55	RecipientCnt
Cash Grant	$209,719	CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	THE ASSOCIATION PERIODICALLY AWARDS GRANTS TO ORGANIZATIONS WITH WHICH WE PARTNER ON PROJECTS THAT FURTHER OUR MISSION. GRANTS ARE APPROVED AND DOCUMENTED WITH FORMAL GRANT AGREEMENTS, AND FUNDS ARE DISBURSED ACCORDING TO THE SUBSTANTIATION PROVISIONS OF EACH GRANT AGREEMENT. THE ASSOCIATION REQUIRES GRANT REPORTS AT THE END OF EACH GRANT TERM AND/OR MONITORS PROGRESS TOWARDS GRANT ACCOMPLISHMENTS THROUGH OUR DAY-TO-DAY INVOLVEMENT WITH A PARTNER.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Housing Allowance Or Residence	Yes (X)	HousingAllowanceOrResidenceInd
Personal Services	Yes (X)	PersonalServicesInd
Written Policy Ref T And E Expnss	Yes (1)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (1)	SubstantiationRequiredInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
CURTIS G VIEBRANZ
PRESIDENT/CEO - UNTIL 09/2017	$327,970	$0	$0	$0	$0	$0	$26,057	$0	$4,331	$0	$358,358	$0	$0	$0
PHILIP L MANNO
CHIEF FINANCIAL OFFICER	$222,628	$0	$0	$0	$0	$0	$17,545	$0	$1,430	$0	$241,603	$0	$0	$0
ROBERT SHENK
SVP VISITOR ENGAGEMENT	$234,595	$0	$0	$0	$0	$0	$18,222	$0	$13,270	$0	$266,087	$0	$0	$0
JOSEPH A BONDI
SVP DEVELOPMENT - AS OF 01/2017	$209,387	$0	$22,000	$0	$0	$0	$4,671	$0	$5,466	$0	$241,524	$0	$0	$0
DOUGLAS BRADBURN
FOUNDING DIRECTOR OF NAT'L LIBRARY	$219,580	$0	$0	$0	$0	$0	$17,031	$0	$13,202	$0	$249,813	$0	$0	$0
CAROL CADOU
SVP HISTORIC PRESERVATION/COLLECTION	$180,521	$0	$0	$0	$0	$0	$12,926	$0	$1,227	$0	$194,674	$0	$0	$0
BEREND OLTMANS
DIRECTOR OF IT	$151,508	$0	$0	$0	$0	$0	$5,210	$0	$473	$0	$157,191	$0	$0	$0
MATTHEW K BRINEY
VICE PRESIDENT NEW MEDIA	$142,355	$0	$0	$0	$0	$0	$11,645	$0	$10,489	$0	$164,489	$0	$0	$0
M CAROLINA CAMARGO CHIRHART
SR. DIRECTOR OF DEVELOPMENT	$137,593	$0	$0	$0	$0	$0	$10,777	$0	$6,588	$0	$154,958	$0	$0	$0
F ANDERSON MORSE
DIRECTOR OF DEVELOPMENT	$131,601	$0	$0	$0	$0	$0	$11,167	$0	$11,828	$0	$154,596	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 1A	FormAndLineReferenceDesc
Explanation	THE PRESIDENT/CEO OF THE ASSOCIATION IS REQUIRED TO LIVE ON THE PREMISES AND IS PROVIDED WITH HOUSING, AND PERSONAL SERVICES FOR THE CARE OF THE PROPERTY. AS SUCH, THESE ARE NON-TAXABLE ALLOWANCES.	ExplanationTxt

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd

Issuer Name IssuerName

Field	Value	IRS element (for citing)
Business Name Line1	FAIRFAX COUNTY ECONOMIC DEVELOPMENT AUTHORITY	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Bond Issuer EIN	911910090	BondIssuerEIN
CUSIP	30382EDU5	CUSIPNum
Bond Issued	2007-06-20	BondIssuedDt
Issue Price	$15,000,000	IssuePriceAmt
Purpose	REFINANCE EXISTING BONDS	PurposeDesc
Defeased	0	DefeasedInd
On Behalf Of Issuer	0	OnBehalfOfIssuerInd
Pool Financing	0	PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Total Proceeds	$15,000,000	TotalProceedsAmt
Issuance Costs From Proceeds	$128,967	IssuanceCostsFromProceedsAmt
Capital Expenditures	$14,871,033	CapitalExpendituresAmt
Substantial Completion	2009	SubstantialCompletionYr
Current Refunding	Yes (1)	CurrentRefundingInd
Advance Refunding	0	AdvanceRefundingInd
Final Allocation Made	Yes (1)	FinalAllocationMadeInd
Adequate Books And Rec Maint	Yes (1)	AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Owning Bond Financed Property	0	OwningBondFinancedPropertyInd
Any Lease Arrangements	0	AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd Prop	0	MgmtContractBondFincdPropInd
Any Research Agreements	0	AnyResearchAgreementsInd
Bond Iss Meet Prvt Sec Pymt Test	0	BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop	0	ChangeInUseBondFinancedPropInd
Procs Nonqualified Bond Remdtd	0	ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Form8038 T Filed	0	Form8038TFiledInd
Rebate Not Due Yet	0	RebateNotDueYetInd
Exception To Rebate	0	ExceptionToRebateInd
No Rebate Due	Yes (1)	NoRebateDueInd
Variable Rate Issue	Yes (1)	VariableRateIssueInd
Hedge Identified In Bks And Rec	Yes (1)	HedgeIdentifiedInBksAndRecInd

Hedge Provider Name HedgeProviderName

Field	Value	IRS element (for citing)
Business Name Line1	SUNTRUST	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Term Of Hedge	30.000000000000	TermOfHedgePct
Superintegrated Hedge	0	SuperintegratedHedgeInd
Hedge Terminated	0	HedgeTerminatedInd
Gross Proceeds Invested In GIC	0	GrossProceedsInvestedInGICInd

GIC Provider Name GICProviderName

Field	Value	IRS element (for citing)
Business Name Line1	0	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Regulatory Safe Harbor Stsfd	0	RegulatorySafeHarborStsfdInd
Gross Proceeds Invested	0	GrossProceedsInvestedInd
Written Proc To Monitor Reqs	Yes (1)	WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Procedures Corrective Action	0	ProceduresCorrectiveActionInd

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	70	ContributionCnt
Noncash Contributions Rpt F990	$1,757,650	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	SUPPLIES	15	$62,339	FMV
Yes (X)	AUCTION ITEMS	40	$18,993	FMV

Field	Value	IRS element (for citing)
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (1)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	0	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, COLUMN (B):	FormAndLineReferenceDesc
Explanation	PART I, COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11B	THE ASSOCIATION'S PROCESS FOR PREPARING AND REVIEWING THE FEDERAL FORM 990, CONTAINS FOUR LEVELS OF REVIEW: 1) A DRAFT OF THE FEDERAL FORM 990 IS PREPARED BY THE ASSOCIATION'S TAX ADVISORS, RAFFA, P.C., BASED ON FINANCIAL INFORMATION IN THE CERTIFIED AUDIT, ORGANIZATIONAL INFORMATION DOCUMENTED FROM THE AUDIT, PREPARATION OF INFORMATION SCHEDULES BY THE FINANCE DEPARTMENT AND ANSWERS TO CHECKLIST QUESTIONS; 2) THE DRAFT OF FEDERAL FORM 990 IS REVIEWED BY THE ASSOCIATION'S MANAGEMENT (PRESIDENT/CEO, CHIEF FINANCIAL OFFICER AND CONTROLLER) FOR ACCURACY AND COMPLETENESS; 3) THE AUDIT COMMITTEE REVIEWS THE FINAL DRAFT WITH THE INDEPENDENT AUDITOR; AND 4) THE FINAL DRAFT IS THEN PROVIDED TO THE FULL BOARD FOR REVIEW PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12C	THE ASSOCIATION'S CONFLICT OF INTEREST POLICY REQUIRES THE ANNUAL COMPLETION OF A CONFLICT OF INTEREST FORM BY ALL DIRECTORS, OFFICERS AND KEY EMPLOYEES. THE FORM WAS PREPARED BY OUTSIDE COUNSEL AND ASKS FOR DOCUMENTATION OF POTENTIAL CONFLICTS OF INTEREST IN THE FOLLOWING AREAS: FINANCIAL INTERESTS, GIFTS OR ENTERTAINMENT THAT MIGHT INFLUENCE DECISION MAKING, AND ANY OTHER ACTIVITIES. THE FORMS ARE REVIEWED BY THE CHIEF FINANCIAL OFFICER AND ARE DISCUSSED WITH THE OUTSIDE COUNSEL AND THE EXECUTIVE COMMITTEE OF THE BOARD, IF APPROPRIATE. THE PRESIDENT/CEO REVIEWS THE COMPLETED FORM OF THE CHIEF FINANCIAL OFFICER, AND TAKES ANY APPROPRIATE ACTION. IF A CONFLICT IS IDENTIFIED ON THE QUESTIONNAIRE, THE CONFLICT IS SENT TO THE EXECUTIVE COMMITTEE AND IS RESOLVED APPROPRIATELY BASED ON THE CIRCUMSTANCES.
FORM 990, PART VI, SECTION B, LINE 15	ON A PERIODIC BASIS, THE ASSOCIATION WORKS WITH A COMPENSATION CONSULTANT TO PERFORM COMPARATIVE MARKET STUDIES ON OVER 50 FULL-TIME POSITIONS. THIS STUDY INCLUDED ALL EXECUTIVE AND MANAGEMENT POSITIONS AND A NUMBER OF FRONT LINE STAFF POSITIONS. COMPENSATION IS BENCHMARKED AGAINST OUR PEER GROUP (MUSEUMS AND HISTORICAL SITES), SIMILAR POSITIONS IN THE WASHINGTON DC METRO AREA AND THE NOT-FOR-PROFIT INDUSTRY AT-LARGE. MARKET ADJUSTMENTS ARE MADE AND SALARY GRADES ADJUSTED BASED ON THESE STUDIES. IN ADDITION, PRESIDENT/CEO COMPENSATION IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE BOARD. IN 2017 THE BOARD HIRED AN INDEPENDENT EXECUTIVE SEARCH FIRM THAT SPECIALIZED IN NON-PROFIT CEO COMPENSATION TO ANALYZE OUR PRESIDENT/CEO COMPENSATION STRUCTURE TO ENSURE IT IS CONSISTENT WITH CURRENT MARKET AND INDUSTRY RATES.
FORM 990, PART VI, SECTION C, LINE 19	THE ASSOCIATION'S ARTICLES OF INCORPORATION ARE AVAILABLE TO THE PUBLIC THROUGH THE STATE OF VIRGINIA STATE CORPORATION COMMISSION. THE BYLAWS AND THE CONFLICTS OF INTEREST POLICY, WHICH REQUIRES ANNUAL DISCLOSURE OF CONFLICTING INTERESTS BY BOARD OF DIRECTORS AND OFFICERS, ARE NOT MADE AVAILABLE TO THE PUBLIC. FINANCIAL STATEMENTS ARE POSTED ON THE ASSOCIATION'S WEBSITE AND AVAILABLE IN HARD COPY UPON SPECIFIC REQUEST. IN ADDITION, A SUMMARIZED FINANCIAL INFORMATION IS DISCLOSED IN THE ASSOCIATION'S ANNUAL REPORT.
FORM 990, PART XI, LINE 9:	CHANGE IN VALUE OF INTEREST RATE SWAP AGREEMENT 247,853. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 243,105.