2025-11-12T17:30:37-06:00 2025-06-30 521711839 COUNCILOR BUCHANAN & MITCHELL PC 7910 WOODMONT AVE STE 500 BETHESDA MD 20814 990 2024-07-01 521284368 THE BOARD OF REGENTS OF GUNSTON HALL INCORPORATED BOAR 7035509220 10709 GUNSTON ROAD MASON NECK VA 22079 MARK INGRAO INTERIM EXECUTIVE DIRECTOR 7035509220 2025-11-11 1 0 DANIEL L WEAVER P01249346 3019860600 2025-11-11 2024 2025-03-06 01:10:19Z MARK INGRAO 10709 GUNSTON ROAD MASON NECK VA 22079 4040728 0 X WWW.GUNSTONHALL.ORG X 1982 VA TO STIMULATE THE EXPLORATION AND UNDERSTANDING OF PRINCIPLES EXPRESSED BY GEORGE MASON IN THE 1776 DECLARATION OF RIGHTS. 39 39 19 180 0 0 1178558 951763 62283 102229 228958 204103 262701 75215 1732500 1333310 0 0 0 0 1095383 1182948 0 0 204234 945972 882836 2041355 2065784 -308855 -732474 4592362 3742327 171611 74098 4420751 3668229 X TO STIMULATE THE EXPLORATION AND UNDERSTANDING OF PRINCIPLES EXPRESSED BY GEORGE MASON IN THE 1776 DECLARATION OF RIGHTS. 0 0 586553 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 MECHANICAL REPAIRS, PAINTING, AND PLANNING FOR THE LONG-TERM PRESERVATION OF THE PROPERTY AND ITS ASSETS. 432814 102229 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. 335172 BUSINESS ENTERPRISES - OPERATING AN ON-SITE GIFT SHOP AND OFFERING PRIVATE VENUE RENTALS. THE GIFT SHOP PROVIDES VISITORS WITH ACCESS TO HISTORICAL AND EDUCATIONAL MERCHANDISE. IN ADDITION, GUNSTON HALL OFFERS EVENT SPACE RENTALS FOR WEDDINGS, SCOUT GATHERINGS, AND OTHER CELEBRATORY OCCASIONS, GENERATING REVENUE TO SUPPORT THE BOARD OF REGENTS OF GUNSTON HALL'S BROADER EDUCATIONAL AND PRESERVATION EFFORTS. 106731 COLLECTIONS AND RESEARCH - GUNSTON HALL CONTINUES GEORGE MASON'S LEGACY OF CONTINUING EDUCATION BY INVESTING IN A WORLD-CLASS, ON SITE REFERENCE LIBRARY, RARE BOOK COLLECTION, AND THE LARGEST ASSEMBLY OF MASON-FAMILY RELATED ARCHIVES IN THE UNITED STATES. 106731 1461270 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 15 0 1 19 1 0 0 0 0 0 0 0 0 0 0 0 0 X 39 39 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 VA X THE ORGANIZATION 7035509220 10709 GUNSTON ROAD MASON NECK VA 22079 LIZA SACKSON PRES. OF VIRGINIA SOCIETY 2.00 X X 0 0 0 VIRGINIA NICHOLSON FIRST REGENT 2.00 X X 0 0 0 MIM HUNDLEY VICE REGENT 2.00 X X 0 0 0 NELL PAYNE REGENT AT LARGE 2.00 X X 0 0 0 CAROL RUSH TREASURER 2.00 2.00 X X 0 0 0 CAROL HOWELL RECORDING SECRETARY 2.00 2.00 X X 0 0 0 MASON BAVIN CORRESPONDING SECRETARY 2.00 X X 0 0 0 NANCY LAVELY DEVELOPMENT COMMITTEE CHAIR 2.00 1.00 X X 0 0 0 KATHERINE BARNEY VOTING TRUSTEE 1.00 2.00 X 0 0 0 SUSAN ASELAGE VOTING TRUSTEE 1.00 X 0 0 0 HOMOISELLE BUJOSA VOTING TRUSTEE 1.00 X 0 0 0 MARGO CAYLOR VOTING TRUSTEE 1.00 X 0 0 0 KIT DAVIS VOTING TRUSTEE 1.00 X 0 0 0 KRISTEN FERATE VOTING TRUSTEE 1.00 X 0 0 0 TIBBIE FIELD VOTING TRUSTEE 1.00 X 0 0 0 GINGER FINLEY VOTING TRUSTEE 1.00 X 0 0 0 ANN FLEMING VOTING TRUSTEE 1.00 X 0 0 0 JEANNE GOODWIN VOTING TRUSTEE 1.00 X 0 0 0 LINDA GREW VOTING TRUSTEE 1.00 X 0 0 0 STEPHANIE HOCKENSMITH VOTING TRUSTEE 1.00 X 0 0 0 NANCY LAMB VOTING TRUSTEE 1.00 X 0 0 0 CLAUDIE LANE VOTING TRUSTEE 1.00 X 0 0 0 JANE HART LEWIS VOTING TRUSTEE 1.00 X 0 0 0 ALICE LONGSHORE VOTING TRUSTEE 1.00 X 0 0 0 DIANA MADSEN VOTING TRUSTEE 1.00 X 0 0 0 SUSAN MCCLELLAN VOTING TRUSTEE 1.00 X 0 0 0 ASHLEY MERRILL VOTING TRUSTEE 1.00 1.00 X 0 0 0 MARY MUNDY PRESIDENT NSCDA VOTING TRUSTEE 1.00 X 0 0 0 KAREN PARKER VOTING TRUSTEE 1.00 X 0 0 0 LYNDA POTTER VOTING TRUSTEE 1.00 X 0 0 0 KATHY RAY VOTING TRUSTEE 1.00 X 0 0 0 LOU PERRY VOTING TRUSTEE 1.00 X 0 0 0 CAROL STEPHENSON VOTING TRUSTEE 1.00 X 0 0 0 CATHERINE STRAUCH VOTING TRUSTEE 1.00 X 0 0 0 SUE TEMPERO VOTING TRUSTEE 1.00 X 0 0 0 PAIGE TRACE VOTING TRUSTEE 1.00 X 0 0 0 HAYLEY VAN ANTWERP VOTING TRUSTEE 1.00 X 0 0 0 NANCY WHITE VOTING TRUSTEE 1.00 X 0 0 0 BETSY WILSON VOTING TRUSTEE 1.00 X 0 0 0 SCOTT STROH III EXECUTIVE DIRECTOR 40.00 1.00 X 170450 0 30735 ANTONE PIERUCCI SR VP, OPS AND MISSION IMPACT 40.00 X 116438 0 21478 286888 0 52213 2 0 1 0 0 25265 312255 614243 951763 EDUCATIONAL PROGRAMS 900099 83699 83699 REGENTS' MEETINGS 900099 18530 18530 102229 50349 50349 38418 0 38418 38418 38418 2832806 2679052 153754 153754 153754 65163 28366 36797 36797 1333310 140647 0 240900 X 56048 14012 9210 32826 884050 754705 121848 7497 56795 46441 7918 2436 118595 96975 16533 5087 67460 55162 9405 2893 107778 107778 12667 12667 229180 121960 45072 62148 54889 15815 1070 38004 53072 40782 9875 2415 5693 1296 4397 108698 77590 20703 10405 198125 198125 3630 3630 OTHER EXPENSES 78458 29369 13371 35718 DUES AND SUBSCRIPTIONS 21757 2094 14858 4805 EDUCATIONAL EXPERIENCES 8889 6944 1945 2065784 1461270 400280 204234 534062 296305 14151 13414 333075 303910 18382 21794 2198631 546309 1819847 1652322 1872845 1443813 0 10769 4592362 3742327 80795 74098 90816 0 171611 74098 X 3291557 2330799 1129194 1337430 4420751 3668229 4592362 3742327 -732474 -20048 0 X X 0 1 X 1 0 X 949738 849725 767499 1178558 951763 4697283 949738 849725 767499 1178558 951763 4697283 47180 4650103 73384 99763 101181 89675 50349 414352 3674 3674 5115309 544493 0.90910 0.83980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 53300 53300 53300 53300 53300 53300 53300 53300 53300 53300 1.00000 0 0 1977205 363938 1613267 89180 80725 8455 132246 101646 30600 1652322 X 1379656 -20048 50695 28366 59013 1320643 12667 12667 1333310 2132178 50695 28366 79061 2053117 12667 12667 2065784 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, 2025 AND 2024. TAX YEARS PRIOR TO 2020 ARE NO LONGER SUBJECT TO EXAMINATION BY THE IRS OR THE TAX JURISDICTION OF VIRGINIA. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 28,366. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 28,366. X 0 0 0 0 0 0 0 1 0 SCOTT STROH III EXECUTIVE DIRECTOR 155450 0 15000 0 0 0 480 0 30255 0 201185 0 0 0 PART I, LINE 7 SCOTT STROH III RECEIVED A BONUS OF $15,000. FORM 990, PART VI, SECTION A, LINE 4 THE BOARD OF REGENTS OF GUNSTON HALL, INCORPORATED MADE SEVERAL AMENDMENTS TO ITS BYLAWS DURING THE YEAR ENDED JUNE 30, 2025. KEY CHANGES INCLUDED: (1) CLARIFYING LEGAL OBLIGATIONS IMPOSED ON BOARD MEMBERS. (2) CLARIFYING BOARD RESPONSIBILITIES, INCLUDING THE ESTABLISHMENT OF TWO NEW COMMITTEES: REGENT ARRAGEMENTS COMMITTEE AND REGENT SUPPORT COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD 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 B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD OF REGENTS OF GUNSTON HALL, INC. COMPLETES A PERFORMANCE EVALUATION OF THE EXECUTIVE DIRECTOR ANNUALLY IN JUNE. THE EXECUTIVE COMMITTEE USES THIS REVIEW TO ALSO CONSIDER AND AUTHORIZE ANY CHANGE IN THE EXECUTIVE DIRECTOR'S COMPENSATION. ALL CONSIDERATION OF COMPENSATION FOR THE EXECUTIVE DIRECTOR IS ALSO BASED ON COMMONWEALTH OF VIRGINIA PAY BANDS FOR EXECUTIVE LEVEL POSITIONS, A REVIEW OF THE AMERICAN ALLIANCE OF MUSEUMS ANNUAL SALARY SURVEY, AN EVALUATION OF COMPENSATION LEVELS AT COMPARABLE ORGANIZATIONS AND FOR COMPARABLE POSITIONS IN VIRGINIA, AND AN ANALYSIS OF PREVAILING MARKET CONDITIONS. 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 IX, LINE 11G OTHER: PROGRAM SERVICE EXPENSES 15,935. MANAGEMENT AND GENERAL EXPENSES 14,667. FUNDRAISING EXPENSES 3,305. TOTAL EXPENSES 33,907. PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 9,600. FUNDRAISING EXPENSES 15,843. TOTAL EXPENSES 25,443. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 106,025. MANAGEMENT AND GENERAL EXPENSES 20,805. FUNDRAISING EXPENSES 43,000. TOTAL EXPENSES 169,830. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. GUNSTON HALL FOUNDATION 10709 GUNSTON ROAD MASON NECK VA 22079 546121440 SUPPORT VA 501C 11B 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 GUNSTON HALL FOUNDATION C 312255