2018-01-23T18:59:03-06:00 2017-06-30 521711839 COUNCILOR BUCHANAN & MITCHELL PC 7910 WOODMONT AVE STE 500 BETHESDA MD 20814 990 2016-07-01 521284368 THE BOARD OF REGENTS OF GUNSTON HALL INCORPORATED BOAR 7035509220 10709 GUNSTON ROAD MASON NECK VA 22079 SCOTT STROH III EXECUTIVE DIRECTOR 7035509220 2018-01-23 1 DANIEL L WEAVER P01249346 3019860600 2018-01-02 108.31.200.98 2018-01-23 13:42:02 ES P 9DA9E032E2726541C57C2F3CF24CE640EC589F41 12DFD35D10057E80DC23C1EEDD20347D21E2ADF8 2016 2021-01-29 14:40:06Z SCOTT STROH III 10709 GUNSTON ROAD MASON NECK VA 22079 5735667 0 X WWW.GUNSTONHALL.ORG X 1982 VA TO UTILIZE FULLY THE PHYSICAL AND SCHOLARLY RESOURCES OF GUNSTON HALL TO STIMULATE CONTINUING PUBLIC EXPLORATION OF DEMOCRATIC IDEALS AS FIRST PRESENTED BY GEORGE MASON IN THE 1776 VIRGINIA DECLARATION OF RIGHTS. 48 48 12 133 170 0 655805 639331 81431 93396 -51460 240866 54566 40841 740342 1014434 2400 0 0 0 344810 449107 0 0 8606 465265 525949 812475 975056 -72133 39378 4758158 3844295 67149 74293 4691009 3770002 X TO UTILIZE FULLY THE PHYSICAL AND SCHOLARLY RESOURCES OF GUNSTON HALL TO STIMULATE CONTINUING PUBLIC EXPLORATION OF DEMOCRATIC IDEALS AS FIRST PRESENTED BY GEORGE MASON IN THE 1776 VIRGINIA DECLARATION OF RIGHTS. 0 0 111308 RESTORATION - PROVIDING FOR THE PRESERVATION, MAINTENANCE, AND CARE OF THE 554-ACRE HISTORIC SITE INCLUDING THE 1755 MANSION AND 12 ASSOCIATED BUILDINGS. WORK INCLUDES PROJECTS OF VARIOUS SIZES AND SCOPES INCLUDING ROOF REPLACEMENT, MECHANICAL REPAIRS, PAINTING, AND PLANNING FOR THE LONG-TERM PRESERVATION OF THE PROPERTY AND ITS ASSETS. 371544 0 EDUCATION - PROVIDING EDUCATIONAL TOURS AND PROGRAMS TO THE VISITING PUBLIC, INCLUDING SCHOOL CHILDREN; RESEARCHING AND DESIGNING EXHIBITS, SIGNAGE, TOUR AND BROCHURE CONTENT AND ASSISTING WITH STAFF AND VOLUNTEER TRAINING. 113523 61179 MUSEUM SHOP - PROVIDING GIFT SHOP, WHICH SOLD BOTH HISTORICAL AND EDUCATIONAL ITEMS TO VISITORS. 60671 ARCHAEOLOGY 36173 COLLECTIONS MANAGEMENT 40015 PUBLIC RELATIONS 56602 MEETINGS AND EVENTS 105826 GARDENS AND GROUNDS 8616 LIBRARY AND ARCHIVES -64758 DONATED SALARIES AND COST OF GOODS SOLD 243145 839520 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 11 0 1 12 1 0 0 0 0 0 0 0 0 0 0 X 48 48 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 VA X LENA MCALLISTER 7035509220 10709 GUNSTON ROAD MASON NECK VA 22079 MRS RICHARD S CLEARY FIRST REGENT 5.00 1.00 X X 0 0 0 MRS THOMAS KNIGHT MCATEER VICE REGENT 1.00 X X 0 0 0 MISS WINAFRID AVERY JENKINS TREASURER 1.00 X X 0 0 0 MS KATHERINE MCCRACKEN DAVIS ASSISTANT TREASURER 1.00 X X 0 0 0 MRS ROBERT C CAYLOR II SECRETARY 1.00 X X 0 0 0 MRS JOHN ROBERT ALLEN VOTING TRUSTEE 1.00 X 0 0 0 MRS JAMES IRBY BARGANIER VOTING TRUSTEE 1.00 X 0 0 0 MRS ROBERTS WYCKOFF BROKAW III VOTING TRUSTEE 1.00 X 0 0 0 MS HOMOISELLE FAY SADLER BUJOSA VOTING TRUSTEE 1.00 X 0 0 0 MRS ULF MANFRED CAHN VON SEELEN VOTING TRUSTEE 1.00 X 0 0 0 MRS JOHN P COOKE VOTING TRUSTEE 1.00 X 0 0 0 MRS H BARTHOLOMEW COX VOTING TRUSTEE 1.00 X 0 0 0 MRS MARGARET CROCKETT VOTING TRUSTEE 1.00 X 0 0 0 MRS THOMAS L GIDDENS VOTING TRUSTEE 1.00 X 0 0 0 MISS JEAN CAMERON GRAINGER VOTING TRUSTEE 1.00 X 0 0 0 HILARY GRIPEKOVEN VOTING TRUSTEE 1.00 X 0 0 0 MRS THOMAS R GROVE VOTING TRUSTEE 1.00 X 0 0 0 MRS JOHN MATHEWS HARNEY VOTING TRUSTEE 1.00 X 0 0 0 MRS HARRY R HILL VOTING TRUSTEE 1.00 X 0 0 0 MRS DAVID HOCKENSMITH VOTING TRUSTEE 1.00 X 0 0 0 MRS MARSHALL COLVILLE HUNT JR VOTING TRUSTEE 1.00 X 0 0 0 NANCY KEUFFEL VOTING TRUSTEE 1.00 X 0 0 0 MRS JOHN HEDDENS KINGSTON VOTING TRUSTEE 1.00 X 0 0 0 MRS PETER IC KNOWLES II VOTING TRUSTEE 1.00 X 0 0 0 MS PHOEBE RANDOLPH LEVERING VOTING TRUSTEE 1.00 X 0 0 0 MRS DAVID LINVILLE VOTING TRUSTEE 1.00 X 0 0 0 MRS DAVID CASTELLO LOUGHLIN VOTING TRUSTEE 1.00 X 0 0 0 MS MARY CHRISTINE LOVE VOTING TRUSTEE 1.00 X 0 0 0 MRS ALEXANDER C MCLEOD VOTING TRUSTEE 1.00 X 0 0 0 MRS ROBERT ANDREW MCMILLAN VOTING TRUSTEE 1.00 X 0 0 0 MRS CHARLES E MILLARD JR VOTING TRUSTEE 1.00 X 0 0 0 KANDI OSBORN VOTING TRUSTEE 1.00 X 0 0 0 MRS JAMES LANDRUM PARKER VOTING TRUSTEE 1.00 X 0 0 0 MISS PENELOPE PAYNE VOTING TRUSTEE 1.00 X 0 0 0 MRS ROBERT H PERRY VOTING TRUSTEE 1.00 X 0 0 0 MRS WILLIAM ANTHONY PETERS III VOTING TRUSTEE 1.00 X 0 0 0 MRS EDGARS MATTHEW REA III VOTING TRUSTEE 1.00 X 0 0 0 MRS JAMES WARD RILEY JR VOTING TRUSTEE 1.00 X 0 0 0 MRS THOMAS W RIMMER VOTING TRUSTEE 1.00 X 0 0 0 MRS GEOFFREY SEYMOUR VOTING TRUSTEE 1.00 X 0 0 0 MRS JOHN A SHUTKIN VOTING TRUSTEE 1.00 X 0 0 0 MRS RONALD ALBERT SNIDER VOTING TRUSTEE 1.00 X 0 0 0 MRS STEPHEN G SOLOMON VOTING TRUSTEE 1.00 X 0 0 0 MRS HUGH MCMASTER TARBUTTON VOTING TRUSTEE 1.00 X 0 0 0 MRS JONATHAN TRACE VOTING TRUSTEE 1.00 X 0 0 0 MRS JACOB VAN DYKE JR VOTING TRUSTEE 1.00 X 0 0 0 MRS JONATHAN T WALTON VOTING TRUSTEE 1.00 X 0 0 0 MRS STEPHEN HOPKINS WHITE VOTING TRUSTEE 1.00 X 0 0 0 MRS GRAHAM BERKELEY WILLIAMS VOTING TRUSTEE 1.00 X 0 0 0 MRS STEVEN WAYNE DUFF PRES. OF NATIONAL SOCIETY 1.00 X 0 0 0 MARY J CAREY PRES. OF VIRGINIA SOCIETY 1.00 X 0 0 0 MR SCOTT STROH III EXECUTIVE DIRECTOR 40.00 1.00 X 100856 0 23064 100856 0 23064 1 0 0 0 0 17600 105763 515968 639331 REGENTS' MEETINGS 900099 50665 50665 EDUCATIONAL PROGRAMS 900099 42731 42731 93396 59782 59782 4882079 4700995 181084 181084 181084 61079 20238 40841 170 40671 1014434 93396 170 281537 22892 19458 2289 1145 359090 331726 27364 13852 12506 1346 27132 13538 13594 26141 24077 2064 28780 28780 19011 19011 54155 46991 7164 444 147 297 185605 168805 16800 7158 432 6726 3909 3909 64794 64794 1830 1830 GROUNDS & COLLECTION 83573 83573 SPECIAL EVENTS 69478 69478 MISCELLANEOUS EXPENSES 3995 3995 DUES AND SUBSCRIPTIONS 3217 3217 975056 839520 126930 8606 901159 818481 50047 44318 191723 191723 0 0 2760486 2965513 24079 15983 1022387 4758158 3844295 67149 74293 67149 74293 X 4021853 3005526 615856 711176 53300 53300 4691009 3770002 4758158 3844295 X 39378 62002 -1022387 X X 0 1 X 1 0 X 332190 396850 411990 655805 639331 2436166 332190 396850 411990 655805 639331 2436166 274550 2161616 58885 57026 71039 62581 59782 309313 264 2334 3292 429 6319 2751798 0.78550 0.75340 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 51612 12069 10381 53300 55631 -1354 2665 51612 56567 1729 2665 55631 53300 5922 2665 56557 53300 53300 1.00000 0 0 21730 21730 0 68347 68347 0 101646 101646 0 0 X 1202583 62002 105909 167911 1034672 -20238 -20238 1014434 1101203 105909 20238 126147 975056 0 975056 PART III, LINE 1A: THE COLLECTIONS, WHICH ARE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE ORGANIZATION'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS IN THE CONSOLIDATED STATEMENT OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED, OR AS DECREASES IN TEMPORARILY RESTRICTED NET ASSETS IF THE ASSETS USED TO PURCHASE THE ITEMS WERE RESTRICTED BY DONORS. CONTRIBUTED COLLECTIONS ARE NOT REFLECTED ON THE CONSOLIDATED FINANCIAL STATEMENTS. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASSES. PART III, LINE 4: GUNSTON HALL'S COLLECTION OF OBJECTS TELLS THE STORY OF THE MASON FAMILY AND EIGHTEENTH-CENTURY LIFE IN COLONIAL VIRGINIA. STUDYING EACH PIECE AND HOW THE FAMILY USED IT PROVIDES AN AVENUE FOR APPRECIATING WHAT WAS IMPORTANT TO THEM. CONSIDERING WHERE AND WHEN THE PIECE WAS PURCHASED INFORMS OUR UNDERSTANDING OF HOW THE MASONS WANTED TO BE REPRESENTED TO OTHERS. CURRENTLY, THE COLLECTION CONTAINS OVER FIFTY PIECES OWNED BY THE MASON FAMILY IN ADDITION TO A LARGE COLLECTION OF MID-TO-LATE EIGHTEENTH CENTURY FURNISHINGS PRODUCED IN ENGLAND AND THE CHESAPEAKE REGION. PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT CONSISTS OF INDIVIDUAL FUNDS ESTABLISHED FOR THE RESTORATION OF GUNSTON HALL AND RELATED ACTIVTIES. THEIR ENDOWMENTS INCLUDE DONOR-RESTRICTED ENDOWMENT FUNDS. NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. PART X, LINE 2: THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND, AS SUCH, IT DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION RECOGNIZES INTEREST EXPENSE AND PENALTIES RELATED TO INCOME TAXES ON UNCERTAIN TAX POSITIONS IN MANAGEMENT AND GENERAL EXPENSES ON THE CONSOLIDATED STATEMENT OF ACTIVITIES AND CHANGE IN NET ASSETS AND ACCOUNTS PAYABLE AND ACCRUED EXPENSES ON THE CONSOLIDATED STATEMENT OF FINANCIAL POSITION. THERE IS NO PROVISION IN THESE CONSOLIDATED FINANCIAL STATEMENTS FOR PENALTIES AND INTEREST RELATED TO INCOME TAXES ON UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED JUNE 30, 2017 AND 2016. TAX YEARS PRIOR TO 2013 ARE NO LONGER SUBJECT TO EXAMINATION BY THE IRS OR THE TAX JURISDICTION OF VIRGINIA. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -20,238. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 20,238. FORM 990, PART VI A WHISTLEBLOWER POLICY WAS CREATED AND APPROVED BY THE BOARD OF REGENTS DURING THE ENDED JUNE 30, 2017. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF TRUSTEES RECEIVES A COPY OF THE FORM 990 FOR REVIEW. ALL QUESTIONS ARE ADDRESSED PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C ALL DIRECTORS AND OFFICERS ARE REQUIRED ANNUALLY TO FILE CONFLICT OF INTEREST STATEMENTS. THE CONFLICT OF INTEREST STATEMENTS ARE MAINTAINED BY THE COMMONWEALTH OF VIRGINIA AND CONSISTENTLY MONITORED AND ENFORCED. FORM 990, PART VI, SECTION C, LINE 19 THE BOARD OF REGENTS OF GUNSTON HALL, INCORPORATED MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN ACCOUNTING PRINCIPLE -1,022,387. PART XII, LINE 2C THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR ITS SELECTION PROCESS DURING THE TAX YEAR. GUNSTON HALL FOUNDATION 10709 GUNSTON ROAD MASON NECK VA 22079 546121440 SUPPORT VA 501C 11B 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0