2017-05-11T21:08:56-05:00 2016-06-30 541631262 KEITERSTEPHENSHURSTGARY & SHREAVESPC PO BOX 32066 RICHMOND VA 232942066 990 2015-07-01 546039788 MAYMONT FOUNDATION MAYM 8043587166 1700 HAMPTON STREET RICHMOND VA 23220 C PARKE RICHESON EXECUTIVE DIRECTOR 8043587166 2017-05-10 1 VIRGINIA R BELCHER P00421964 8047470000 2015 2021-01-29 14:40:06Z C PARKE RICHESON 1700 HAMPTON STREET RICHMOND VA 23220 5749068 0 X WWW.MAYMONT.ORG X 1947 VA MAYMONT FOUNDATION PRESERVES AND CELEBRATES MAYMONT AS A MUSEUM AND PARK FOR THE PLEASURE AND EDUCATION OF EVERYONE. THE FOUNDATION MAINTAINS, OPERATES, AND IMPROVES MAYMONT UNDER THE TERMS OF AN AGREEMENT WITH THE CITY OF RICHMOND, VA AND IS AN ADMISSION-FREE HISTORICAL ESTATE AND NATURE PARK ENJOYED BY APPROXIMATELY 500,000 ANNUAL GUESTS. 43 43 126 0 0 31206 4557266 3934556 518398 539968 1581390 473552 302171 252687 6959225 5200763 0 0 0 0 2687721 2830265 0 0 468148 2654553 2511504 5342274 5341769 1616951 -141006 35992292 34538556 800830 877977 35191462 33660579 X MAYMONT FOUNDATION PRESERVES AND CELEBRATES MAYMONT AS A MUSEUM AND PARK FOR THE PLEASURE AND EDUCATION OF EVERYONE. IN 1925, JAMES AND SALLIE MAY DOOLEY GAVE RICHMONDERS AN EXTRAORDINARY GIFT OF HISTORY, BEAUTY, NATURE AND EDUCATION. A PLACE WHERE WORKS OF ART AND ARCHITECTURE LIVE IN HARMONY WITH PLANTS, ANIMALS, WATERS AND PATHS THAT SURROUND THEM. OUR VISION IS FOR MAYMONT TO BE RECOGNIZED AS A PREMIER, ADMISSION-FREE DESTINATION THAT OFFERS ENRICHING INTEGRATED EXPERIENCES IN HISTORY, HABITATS, AND HORTICULTURE. 0 0 1596437 205459 NATURE CENTER AND CHILDREN'S FARM/WILDLIFE HABITATS:THESE EDUCATIONAL FACILITIES FOCUS ON THE ENVIRONMENT AND ANIMALS THAT ARE NATIVE TO VIRGINIA, SERVING 252,917 GUESTS AND STUDENTS. ENVIRONMENTAL EDUCATORS HAVE DEVELOPED A CURRICULUM BASED ON THE STANDARDS OF LEARNING FOR SCIENCE AND SOCIAL SCIENCE IN VIRGINIA. THEY PROVIDED OVER 910 HOURS OF INSTRUCTION TO 38 SCHOOL DISTRICTS ACROSS VIRGINIA. ZOOLOGISTS AND AQUARISTS MANAGED OVER 75 SPECIES OF ANIMALS,CONDUCTED WEEKLY ANIMAL TRAINING PRESENTATIONS (4,531 GUESTS). THE FACILITIES ARE ALSO USED FOR PUBLIC PROGRAMS (1,598 GUESTS), SUMMER CAMPS (332),AND SCOUT PROGRAMS (305). 1640996 207281 ESTATE, GROUNDS AND GARDENS:THE ESTATE IS OPEN YEAR-ROUND AND CONSISTS OF FORMAL GARDENS, A MANSION, OUTBUILDINGS AND AN ARBORETUM (225,872 GUESTS). THE DIRECTOR OF HORTICULTURE SERVED AS HOST OF AN ONGOING HORTICULTURE EDUCATION SERIES ON LOCAL PUBLIC TELEVISION REACHING APPROXIMATELY 16,000 HOUSEHOLDS. OTHER GARDEN PROGRAMS INCLUDED THE BUMBLE BEE JAMBOREE (819 GUESTS), WREATH-MAKING WORKSHOPS, PRUNING CLASSES, GARDEN AND ARBORETUM WALKING TOURS, VEGETABLE GARDEN PROGRAMS FOR CHILDERN AND MASTER GARDENER TRAINING CLASSES. THE MANSION IS OPEN SIX DAYS A WEEK AND RECEIVED OVER 35,217 GUESTS. THE PROGRAM/EDUCATORS HAVE DEVELOPED A CURRICULUM BASED ON THE STANDARDS OF LEARNING FOR HISTORY IN VIRGINIA. THEY HAVE PROVIDED OVER 59 HOURS OF INSTRUCTION TO 9 SCHOOL DISTRICTS ACROSS VIRGINIA. THE MANSION OFFERS GUIDED TOURS EVERY HALF-HOUR AND HAS A SELF-GUIDED TOUR OF DOMESTIC WORK AND LIFE IN 1893. THROUGHOUT THE YEAR THEY OFFERED SPECIAL EXHIBITS AND PROGRAMS TO EDUCATE GUESTS ABOUT THE GILDED AGE, INCLUDING 90 YEARS A MUSEUM, GREAT VICTORIAN DESIGNERS IN AMERICA,VICTORIAN MOURNING EXHIBIT,AND OLD-FASHIONED CHRISTMAS. THE CARRIAGE DEPARTMENT PROVIDED RIDES FOR 1,918 GUESTS AND MAINTAINED A 22-VEHICLE ANTIQUE CARRIAGE COLLECTION INCLUDING AN EXHIBIT WITH INTERPRETIVE SIGNAGE. 554774 127228 OTHER PROGRAM SERVICES:CELEBRATING AND ENJOYING THE OPEN SPACE MAYMONT HAS TO OFFER THE COMMUNITY IS WHY THE ONSTAGE PERFORMANCE ARTS EVENTS TAKE PLACE. THE COMMUNITY WAS ABLE TO EXPERIENCE THE LATIN BALLET (307 GUESTS)AND RICHMOND-SHAKESPEARE PRODUCTION (60). GUESTS ASLO ENJOYED SEVERAL EVENTS ON THE ESTATE GROUNDS, INCLUDING THE THE BUMBLE BEE JAMBOREE (819), THEGLOW RUN (600), JAZZ FESTIVAL (14,000), FAMILY EASTER (9,000), HERBS GALORE AND MORE (3,800) AND THE 90TH ANNIVERSARY CELEBRATION OF MAYMONT AS A PARK OPEN TO THE PUBLIC (7,800). VOLUNTEERS ARE A FUNDAMENTAL PART OF MAYMONT'S VISION TO INTEGRATE THE ESTATE IN THE COMMUNITY. WITH 1,570 VOLUNTEERS CONTRIBUTING MORE THAN 20,000 HOURS, IT WAS THE EQUIVALENT OF 10 FULL-TIME EMPLOYEES. 3792207 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 1 0 1 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 0 0 0 0 1 46 0 1 126 1 1 1 0 0 0 0 1 1 0 0 X 43 43 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X X THE ORGANIZATION 8043587166 1700 HAMPTON STREET RICHMOND VA 23220 X DUANE A DESKEVICH PRESIDENT 1.50 X X 0 0 0 BRUIN S RICHARDSON III PRES ELECT(1/6/16) EX DIR(6/30/16) 1.50 X X 0 0 0 CLINTON BOWES VICE PRESIDENT 1.50 X X 0 0 0 BAXTER PHILLIPS JR TREASURER 1.50 X X 0 0 0 HYLAH B BALLOWE SECRETARY 1.50 X X 0 0 0 JUDITH W PAHREN PAST PRESIDENT 1.00 X X 0 0 0 PARKER C AGELASTO DIRECTOR 1.00 X 0 0 0 JASON S ANGUS DIRECTOR 1.00 X 0 0 0 BRUCE R ARNETT DIRECTOR 1.00 X 0 0 0 AMISHI AMIN DIRECTOR 1.00 X 0 0 0 JOHN F BERRY JR DIRECTOR 1.00 X 0 0 0 JEFFREY A BROWN MD DIRECTOR 1.00 X 0 0 0 MELISSA CHRISTIAN DIRECTOR 1.00 X 0 0 0 ROBERT E COMET JR AIA DIRECTOR 1.00 X 0 0 0 CHRISTOPHER WINSLOW DIRECTOR 1.00 X 0 0 0 JANET DIBBS DIRECTOR 1.00 X 0 0 0 ALLISON DOMSON DIRECTOR 1.00 X 0 0 0 HON DANIEL AGECKER-THRU 123115 DIRECTOR 1.00 X 0 0 0 SCOTT GOLDEN DIRECTOR 1.00 X 0 0 0 KIRSTI GOODWIN DIRECTOR 1.00 X 0 0 0 GEORGE HARRISON DIRECTOR 1.00 X 0 0 0 CINDY J HEIDEL DIRECTOR 1.00 X 0 0 0 ANN INNES DIRECTOR 1.00 X 0 0 0 H RANDOLPH HOLMES JR DIRECTOR 1.00 X 0 0 0 VAN KNICK DIRECTOR 1.00 X 0 0 0 JOHN MCCAULEY DIRECTOR 1.00 X 0 0 0 NORMAN C MERRIFIELD EDD DIRECTOR 1.00 X 0 0 0 DAVID C MOORE DIRECTOR 1.00 X 0 0 0 ERIC NEDELL DIRECTOR 1.00 X 0 0 0 KELLY O'KEEFE DIRECTOR 1.00 X 0 0 0 CHARLES W RAYFIELD DIRECTOR 1.00 X 0 0 0 ROBERT Q RHODES DIRECTOR 1.00 X 0 0 0 E CLAIBORNE ROBINS JR LIFE TRUSTEE 1.00 X 0 0 0 BROOKS M SMITH DIRECTOR 1.00 X 0 0 0 ERIN SUTTON DIRECTOR 1.00 X 0 0 0 KUMIKO SUZUKI DIRECTOR 1.00 X 0 0 0 HON FRANK J THORNTON DIRECTOR 1.00 X 0 0 0 DANIEL A WEEKLEY DIRECTOR 1.00 X 0 0 0 DAVID A WISE DIRECTOR 1.00 X 0 0 0 ANGELA KELLY-WIECEK THRU 123115 DIRECTOR 1.00 X 0 0 0 GAYLE JESSUP WHITE DIRECTOR 1.00 X 0 0 0 THOMAS L WINSTON DIRECTOR 0.00 X 0 0 0 VIVEC MURTHY DIRECTOR 1.00 X 0 0 0 FAYE PRICHARD DIRECTOR 1.00 X 0 0 0 MARYCATHERINE SAVAGE DIRECTOR 1.00 X 0 0 0 JILL STEFANOVICH DIRECTOR 1.00 X 0 0 0 CAL WHITEHEAD DIRECTOR 1.00 X 0 0 0 NORMAN O BURNSII THRU 11816 EXECUTIVE DIRECTOR 40.00 X 137370 0 8858 C FRED MURRAY ASSOCIATE EXECUTIVE DIRECT 40.00 X 102826 0 8315 240196 0 17173 2 0 0 0 3 NORTH LLC 201 W 7TH ST RICHMOND VA 23224 ARCHITECTURAL SERVICES 243100 BCWH INC 1840 WEST BROAD ST RICHMOND VA 23220 ARCHITECTURAL SERVICES 216004 MAIN STREET DESIGN INC 103 BLANCHARD RD CAMBRIDGE MA 02138 PLANNING AND DESIGN 173267 VANASSE HANGEN BRUSLIN INC 101 WALNUT ST WATERTON MA 02471 ENGINEERING 112319 EDC 1660 HUGENOT RD MIDLOTHIAN VA 23113 PROJECT MANAGEMENT 106252 5 1628 45748 347882 735906 2803392 351358 3934556 NATURE CENTER 712190 178321 178321 MANSION & MUSEUM 712110 140298 140298 COMMUNITY EVENTS 900099 127228 127228 GARDENS AND GROUNDS 712130 58573 58573 FARM AND ANIMAL HABITATS 712160 27138 27138 8410 8410 539968 128869 128869 284249 61159 223090 223090 223090 555463 0 210780 555463 -210780 344683 344683 202690 347882 228208 -25518 -25518 14312 4294 10018 10018 68867 43864 25003 25003 CONCESSIONS 900099 14551 14551 MISCELLANEOUS INCOME 900099 5543 5543 20094 5200763 808155 0 458052 X 171452 60008 51436 60008 2198710 1621620 308372 268718 21378 13505 5671 2202 273067 206082 38131 28854 165658 123040 22875 19743 8709 7500 1209 35177 35177 177998 177998 684078 429970 236995 17113 57953 42686 15267 196353 126020 45298 25035 40261 12209 13293 14759 360447 336622 23406 419 40137 38840 523 774 35375 14876 7289 13210 1477 1477 765335 751256 12784 1295 68778 103 68675 INCOME TAXES/UBIT 17151 17151 BAD DEBT 9024 9024 PROFESSIONAL DUES 5104 2173 2180 751 MISCELLANEOUS 4116 1666 2450 4031 4031 5341769 3792207 1081414 468148 302866 357169 2059061 2451947 5780015 5060220 17243 2289 20438 48606 104421 102813 25877930 15871628 9213791 10006302 18247354 16292805 7640 6759 239463 209646 35992292 34538556 441125 516102 199132 214742 160573 147133 800830 877977 X 10530832 11145594 14045922 11619567 10614708 10895418 35191462 33660579 35992292 34538556 X -141006 -1364885 -24992 X 0 1 X 1 0 X 4829481 8664986 4667999 4557266 3934556 26654288 4829481 8664986 4667999 4557266 3934556 26654288 6550747 20103541 581394 495586 444211 514094 413119 2448404 23702 17994 18463 18048 20094 98301 29200993 2019407 0.68850 0.68230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 465520 X X 0 13227188 403523 -494321 561736 131052 12443602 12738376 348952 781346 507400 134086 13227188 10949848 547980 1868507 465808 162151 12738376 9701728 541000 1239244 407888 124236 10949848 9312979 570905 300420 392216 90360 9701728 0.08110 0.87560 0.04330 0 0 259168 259168 23409588 14609590 8799998 1126938 843816 283122 1082236 418222 664014 10006302 THE RICHMOND FUND, L.P. 16292805 F 16292805 LEASE OBLIGATIONS 10188 CHARITABLE REMAINDER TRUST OBLIGATIONS 57897 CHARITABLE GIFT ANNUITY OBLIGATIONS 79048 147133 X 3952771 -1364886 36863 -24992 -1353015 5305786 -105023 -105023 5200763 5483654 36862 105023 141885 5341769 0 5341769 PART III, LINE 4: THE COLLECTION CONSISTS OF MORE THAN 1,000 DOOLEY FURNISHINGS, DECORATIVE ARTS, AND OTHER RARE OBJECTS OWNED BY THE CITY OF RICHMOND AND HUNDREDS OF OBJECTS PURCHASED AND OWNED BY THE FOUNDATION. ADDITIONAL OBJECTS WERE PURCHASED FOR THE NATIONALLY ACCLAIMED PERMANENT EXHIBITION "IN SERVICE AND BEYOND: DOMESTIC WORK & LIFE IN A GILDED AGE MANSION." AS AN INTEGRAL PART OF THE RESTORED 33-ROOM 1893 MANSION, THE COLLECTION SERVES TO EDUCATE THE PUBLIC REGARDING THE HISTORY AND CULTURE OF THE VICTORIAN ERA THROUGH TOURS AND SPECIAL EXHIBITS AND PROGRAMS SUCH AS CLASSES IN ETIQUETTE AND MANNERS FOR CHILDREN AND LECTURES FOR ADULTS. PART V, LINE 4: ENDOWMENT FUNDS ARE USED TO SUPPORT THE EXPENSES OF PROGRAMS AND SERVICES INCLUDED IN MAYMONT'S ANNUAL OPERATING BUDGET, UNLESS RESTRICTED BY A DONOR FOR OTHER PURPOSES SUCH AS CAPITAL IMPROVEMENTS. PART X, LINE 2: MANAGEMENT HAS CONCLUDED THAT THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS AT JUNE 30, 2016. THE FOUNDATION IS NOT CURRENTLY UNDER AUDIT BY ANY TAX JURISDICTION. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPLIT-INTEREST AGREEMENTS -24,992. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -43,864. RENTAL EXPENSES -61,159. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 43,864. RENTAL EXPENSES 61,159. X X X X X X 0 VA VINTAGE MAYMONT AUCTION 478323 304111 174212 39223 144284 COTW 58390 40321 18069 2430 800 36227 1 13859 3450 10409 2388 1000 1856 550572 347882 202690 44041 1800 182367 228208 -25518 X 540 X 25 204811 NYSE X AUCTION PACKAGES 482 141696 MARKET AND COMPARABL X MISCELLANEOUS 24 3741 MARKET VALUE X EVENT SUPPLIES 6 570 MARKET AND COMPARABL 0 1 0 FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS CONSISTS OF NOT MORE THAN FIFTEEN MEMBERS AND INCLUDES THE PRESIDENT, PRESIDENT-ELECT, VICE PRESIDENT, PAST PRESIDENT, SECRETARY, TREASURER, THE CHAIRPERSONS OF STANDING COMMITTEES AND TWO AT-LARGE MEMBERS DESIGNATED BY THE PRESIDENT. BETWEEN MEETINGS OF THE BOARD OF DIRECTORS, THE EXECUTIVE COMMITTEE HAS AND MAY EXERCISE ALL OF THE AUTHORITY OF THE BOARD EXCEPT TO APPROVE AN AMENDMENT TO THE ARTICLES OF INCORPORATION OR A PLAN OF MERGER OR CONSOLIDATION. FORM 990, PART VI, SECTION A, LINE 6 THE FOUNDATION IS A MEMBERSHIP ORGANIZATION WITH MEMBERSHIPS AVAILABLE FOR PURCHASE BY ANY INTERESTED PERSON. MEMBERS ARE INVITED TO AN ANNUAL MEETING TO HEAR AN UPDATE OF FOUNDATION'S ACTIVITIES, ACCOMPLISHMENTS, AND PLANS. FORM 990, PART VI, SECTION B, LINE 11 PRIOR TO SUBMISSION, THE DRAFT FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE AND DISTRIBUTED TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C ALL NEWLY ELECTED BOARD MEMBERS COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM. ANNUALLY CONTINUING BOARD MEMBERS ARE ASKED TO UPDATE THEIR CONFLICT OF INTEREST FORM. THE PROCESS IS MONITORED THROUGH THE BOARD RESOURCE COMMITTEE. IN THE EVENT OF A CONFLICT, THE BOARD MEMBER ABSTAINS FROM VOTING ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15A THE PROCESS FOR DETERMINING THE EXECUTIVE DIRECTOR'S COMPENSATION WAS CONDUCTED BY A SEARCH COMMITTEE OF THE BOARD OF DIRECTORS AND INCLUDED AN ANALYSIS OF MARKET DATA FOR COMPARABLE POSITIONS IN THE RICHMOND MARKET AND A REVIEW OF COMPETITIVE SALARY RANGES BY HUMAN RESOURCES SPECIALIST FROM AN OUTSIDE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE PROVIDED TO THE GENERAL PUBLIC ON REQUEST AND ALSO ARE AVAILABLE FOR INSPECTION AT THE FOUNDATION'S ADMINISTRATIVE OFFICES. THE AUDITED FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON THE FOUNDATION'S WEBSITE AND ARE ON FILE WITH THE VIRGINIA DEPARTMENT OF AGRICULTURE AND CONSUMER SERVICES. FORM 990, PART IX, LINE 11G CONTRACT STAFFING & BENEFIT MANAGEMENT: PROGRAM SERVICE EXPENSES 24,846. MANAGEMENT AND GENERAL EXPENSES 13,694. FUNDRAISING EXPENSES 989. TOTAL EXPENSES 39,529. ANIMAL CARE: PROGRAM SERVICE EXPENSES 9,692. MANAGEMENT AND GENERAL EXPENSES 5,342. FUNDRAISING EXPENSES 386. TOTAL EXPENSES 15,420. GRAPHIC DESIGN & PHOTOGRAPHY: PROGRAM SERVICE EXPENSES 22,667. MANAGEMENT AND GENERAL EXPENSES 12,494. FUNDRAISING EXPENSES 902. TOTAL EXPENSES 36,063. PERFORMERS, HONORARIA & CONSULTANTS: PROGRAM SERVICE EXPENSES 14,015. MANAGEMENT AND GENERAL EXPENSES 7,725. FUNDRAISING EXPENSES 558. TOTAL EXPENSES 22,298. WAITSTAFF, JANITORIAL & SECURIT SERVICES: PROGRAM SERVICE EXPENSES 6,485. MANAGEMENT AND GENERAL EXPENSES 3,575. FUNDRAISING EXPENSES 258. TOTAL EXPENSES 10,318. ARCHITECT & PROJECT MANAGEMENT SERVICES: PROGRAM SERVICE EXPENSES 352,265. MANAGEMENT AND GENERAL EXPENSES 194,165. FUNDRAISING EXPENSES 14,020. TOTAL EXPENSES 560,450. FORM 990, PART XI, LINE 9: SPLIT-INTEREST AGREEMENTS -24,992. MFREH LLC 1700 HAMPTON ST RICHMOND VA 23220 472157408 ACQUIRE REAL PROPERTY IN SUPPORT OF THE FOUNDATION'S STRATEGIC GOALS VA 7810 187214