2016-11-30T11:56:40-06:00 2016-06-30 541149263 YOUNT HYDE & BARBOUR PC PO BOX 2560 WINCHESTER VA 226041760 990 2015-07-01 541857973 THE GLASS-GLEN BURNIE MUSEUM INC GLAS 5406621473 901 AMHERST STREET WINCHESTER VA 22601 DANA HAND EVANS EXECUTIVE DIRECTOR 5406621473 2016-11-29 1 CHRISTOPHER L FRYE CPA P01068721 5406623417 2015 2017-02-10 21:41:12Z THE MUSEUM OF THE SHENANDOAH VALLEY DANA HAND EVANS 901 AMHERST ST WINCHESTER VA 22601 11789996 0 X SHENANDOAHMUSEUM.ORG X 1997 VA DEDICATED TO PRESERVING AND ENRICHING THE CULTURAL LIFE AND HERITAGE OF THE SHENANDOAH VALLEY. 23 23 64 82 0 0 4307587 4435091 262375 282852 809095 119145 99183 128116 5478240 4965204 0 0 0 0 2450387 2605534 0 0 375371 2913344 2962722 5363731 5568256 114509 -603052 33559773 31176351 336138 487283 33223635 30689068 X THE MISSION OF THE MUSEUM OF THE SHENANDOAH VALLEY (MSV) IS TO PRESERVE AND ENRICH THE CULTURAL LIFE AND HERITAGE OF THE VALLEY. A CULTURAL SITE THAT SERVES THE ENTIRE REGION, THE MSV FULFILLS ITS MISSION BY PRESENTING A WIDE VARIETY OF EXHIBITIONS, OFFERING AN EXTENSIVE SCHEDULE OF EDUCATIONAL AND COMMUNITY PROGRAMMING, PRESERVING THE LARGEST GREEN SPACE AND WORKING FARM IN THE CITY OF WINCHESTER AND ACTIVELY BUILDING AND CARING FOR A COLLECTION OF OBJECTS WHICH TELL THE VALLEY'S STORY, INCLUDING THE GLEN BURNIE HISTORICAL HOUSE AND SURROUNDING LIVING GARDEN COLLECTION. THE MSV CELEBRATES THE VALLEY'S PAST, SERVES AS A VIBRANT CULTURAL CENTER IN THE PRESENT, AND, OVER THE NEXT 10 YEARS, PLANS TO EXPAND INTO A CULTURAL PARK FOR THE CITY OF WINCHESTER AND THE GREATER SHENANDOAH VALLEY BY FIRST PROVIDING A SYSTEM OF HIKING, WALKING AND ART TRAILS CONNECTING THE MSV CAMPUS TO THE COMMUNITY. AS CAPACITY NEEDS CHANGE AND INCREASE, NEW BUILDINGS AND GARDENS WILL BE ADDED. 0 0 1553597 76942 EDUCATIONAL, COMMUNITY AND PUBLIC PROGRAMS THE MSV OFFERED YOUTH, FAMILY AND ADULT EDUCATION PROGRAMMING ATTENDED BY AN ESTIMATED 8,527 PEOPLE. MSV STAFF CONDUCTED 278 EDUCATIONAL PROGRAMS AND WORKSHOPS AND PRESENTED 549 GALLERY TOURS. PROGRAMS INCLUDED A STORY TIME IN THE GLEN BURNIE HOUSE WHICH ATTRACTED AN AVERAGE OF 66 PARENTS AND CHILDREN EACH MONTH; PROGRAMS CELEBRATING THE MSV TENTH ANNIVERSARY; GARDEN AND GALLERY EXPLORER PROGRAM FOR CHILDREN; CAMP MSV WHICH IS A SIX-WEEK SUMMER COLLABORATION WITH THE BOYS AND GIRLS CLUB OF THE NORTHERN SHENANDOAH VALLEY WHICH SERVED 100 STUDENTS; AND ADULT WORKSHOPS FOCUSED ON VARIOUS TOPICS. FREE EDUCATIONAL PROGRAMMING INCLUDED LECTURES AND RESEARCH ASSISTANCE TO LOCAL HERITAGE DAY EVENTS AND TALKS AND DEMONSTRATIONS IN CONJUNCTION WITH THE SHENANDOAH POTTERS GUILD. THE MSV OFFERED 38 PROGRAMS SERVING THE COMMUNITY AND PUBLIC ATTRACTING 13,097 PEOPLE. EVENTS INCLUDED FOUR SUMMER GARDENS AT NIGHT CONCERTS WITH 5,687 IN ATTENDANCE. WE HELD SIX ADMISSION-FREE EVENTS FOR FAMILIES THROUGHOUT THE FISCAL YEAR ATTRACTING 4,551 PEOPLE. THE MSV PARTNERED WITH SHENANDOAH UNIVERSITY FOR VARIOUS CONCERTS FEATURING CONSERVATORY STUDENTS IN THE GLEN BURNIE HOUSE AND AT THE MUSEUM. WE PARTNERED WITH A LOCAL THEATER GROUP TO PRESENT A MONTHLY FILM SERIES, FROM OCTOBER TO APRIL. WE ALSO PARTNERED WITH A LOCAL ORCHID SOCIETY TO HOST A FREE ORCHID SHOW AND SALE. SEVERAL THEATRICAL PERFORMANCES WERE HELD IN THE HISTORICAL GARDENS ATTRACTING 580 PEOPLE. THE MSV SPONSORS A HOLIDAY CONCERT SERIES EACH WEEKEND IN DECEMBER. WE ALSO PROVIDE RENT-FREE USE OF CAMPUS PROPERTY TO A LOCAL PRESERVATION GROUP; PROVIDE COMPLIMENTARY COLLECTIONS STORAGE SPACE TO ANOTHER NON- PROFIT INSTITUTION; PROVIDE REDUCED OR RENT FREE USE OF MSV SPACE TO 30 OTHER NON-PROFITS IN THE AREA; AND NEARLY 8,580 PEOPLE, EXCLUSIVE OF MEMBERS, RECEIVED FREE GENERAL ADMISSION TO THE MSV. 1832335 OUR COLLECTIONTHE GLEN BURNIE HOUSE, DATING BACK TO 1794, IS SURROUNDED BY SEVEN ACRES OF FORMAL GARDENS WHICH WERE INSTALLED IN THE LATTER HALF OF THE TWENTIETH CENTURY BY MSV BENEFACTOR JULIAN WOOD GLASS JR. (1910-1992) AND HIS PARTNER R. LEE TAYLOR (1924-2000). THE MUSEUM SITS ON LAND ORIGINALLY CLAIMED BY JAMES WOOD IN 1735. THE PROPERTY WAS PASSED THROUGH GENERATIONS OF WOOD AND GLASS FAMILIES UNTIL BEING ACQUIRED BY JULIAN WOOD GLASS JR. AFTER THE DEATH OF HIS FATHER. BETWEEN 1952 AND 1955, THE PROPERTY WAS EXTENSIVELY RENOVATED AND TRANSFORMED TO BE USED AS A COUNTRY RETREAT. THE HOME WAS FURNISHED WITH OBJECTS PASSED THROUGH FAMILY GENERATIONS ALONG WITH EIGHTEENTH AND NINETEENTH CENTURY FURNITURE AND FINE ARTS PURCHASED BY MR. GLASS. MOST IMPORTANTLY, THE MSV IS SUPPORTED BY THE GLASS-GLEN BURNIE FOUNDATION ESTABLISHED BY JULIAN WOOD GLASS JR. AS THE MSV MANAGES THE PROPERTY IN ACCORDANCE WITH A WRITTEN COOPERATIVE AGREEMENT WITH THE FOUNDATION. UPON MR. GLASS'S DEATH AND AS A CONDITION OF HIS WILL, THE HOUSE AND GARDENS WERE OPENED TO THE PUBLIC ON A SEASONAL BASIS IN 1997. IN 2005, THE MUSEUM OF THE SHENANDOAH VALLEY (MSV) WAS ADDED AS AN ANCHOR TO THE SITE TO FULFILL MR. GLASS'S VISION OF SHARING HIS SIGNIFICANT COLLECTION WITH THE PUBLIC AND TO EXPAND UPON THAT VISION TO INCLUDE A SPACE WHERE THE ART, HISTORY, AND CULTURE OF THE VALLEY COULD BE INTERPRETED. THE MSV INCLUDES FOUR GALLERIES IN THE MUSEUM DISPLAYING BOTH CHANGING EXHIBITIONS AND THE MUSEUM'S PERMANENT COLLECTIONS. FOLLOWING A TWO-YEAR RENOVATION PROJECT, THE GLEN BURNIE HOUSE REOPENED IN FY14 AS A VERSATILE SPACE FOR EDUCATIONAL AND CULTURAL PROGRAMMING FEATURING NEW DISPLAYS AND INTERPRETATION. THE GLEN BURNIE HOUSE AND ADJACENT GARDENS ARE ONE OF THE MSV'S MOST IMPORTANT ASSETS. THE MSV UNVEILED A LARGER LAND USE PLAN, THE MASTER PLAN, WHICH FURTHERED THE RENOVATION AND REHABILITATION OF OUR LIVING COLLECTIONS AND HISTORICAL GARDEN SPACES. THIS INCLUDED A NEW SPRING GARDEN, RENOVATION AND EXPANSION OF THE ROSE GARDEN, ADA ACCESSIBLE BRICK PATHWAYS THROUGHOUT THE GARDENS, REDESIGN OF THE PERENNIAL GARDEN, AN EVENT LAWN, RENOVATION OF THE GREENHOUSE, AND A NEW HORTICULTURE STORAGE SHED. THE MSV FINALIZED AND ADOPTED A COLLECTIONS MANAGEMENT POLICY. SEVERAL IMPORTANT COLLECTION ITEMS WERE CONSERVED AND RETURNED TO THE MSV FOR DISPLAY. THE MSV BUILDING INCLUDES A SIGNIFICANT AMOUNT OF STORAGE SPACE FOR COLLECTION ITEMS NOT ON DISPLAY. SINCE OPENING IN 2005, THE MUSEUM'S COLLECTIONS COMMITTEE, UPON THE ADVICE OF THE MSV'S STAFF, ACTIVELY COLLECTS ITEMS OF SIGNIFICANCE TO THE SHENANDOAH VALLEY. THE MSV FUNDS ACQUISITIONS OF COLLECTION ITEMS FROM ITS COLLECTIONS AND EXHIBITIONS ENDOWMENT. AN ANNUAL SPENDING RATE OF 3-7% ON THE THREE YEAR AVERAGE OF THE MARKET VALUE OF THE ENDOWMENT IS APPROVED ANNUALLY BY THE BOARD. IN FY 16, THE MSV ACQUIRED 210 ITEMS IN 12 ACCESSIONS THAT ADDED TO THE EVER-GROWING COLLECTION.IN ADDITION TO THE MSV CAMPUS, ANOTHER PROPERTY OF HISTORICAL SIGNIFICANCE IS MANAGED BY THE MUSEUM. THE ANCESTRAL HOME OF THE GLASS FAMILY, KNOWN AS ROSE HILL FARM, INCLUDES A VERNACULAR FEDERAL STYLE HOUSE. THIS IS ALSO THE SITE OF THE CIVIL WAR'S FIRST BATTLE OF KERNSTOWN ON MARCH 23, 1862. THE SITE INCLUDES A WALKING TRAIL WITH INTERPRETIVE CIVIL WAR SIGNAGE. A RENOVATION OF THE HOUSE TO STABILIZE AND PRESERVE THE HOME WAS COMPLETED IN FY2015. THE HOME IS RENTED TO A STAFF MEMBER WHO ALSO OVERSEES ITS MAINTENANCE AND CARE, AND IS RESPONSIBLE FOR THE OVERSIGHT OF THE BATTLEFIELD. THE MSV CONTINUED A PARTNERSHIP ESTABLISHED IN FY15 WITH THE FREDERICK COUNTY PARKS AND RECREATION DEPARTMENT TO PROVIDE PUBLIC ACCESS TO THE GREEN SPACES AT ROSE HILL. THIS COLLABORATIVE EFFORT RESULTED IN THE DEVELOPMENT OF ROSE HILL PARK, WHICH INCLUDES A 1.3 MILE WALKING TRAIL, PARKING LOT, RESTROOMS, AND OPEN PLAY FIELDS. THIS PARK WAS OPENED IN JULY 2016 AND WILL BE CO-MANAGED BY LEASE TO THE COUNTY. 755673 85655 OUR EXHIBITIONSTHE MSV ORGANIZES CHANGING EXHIBITIONS AND BRINGS TRAVELING EXHIBITIONS TO THE REGION. IN FY16, THE MSV PRESENTED SIX SEPARATE EXHIBITIONS AS FOLLOWS: MORT KUNSTLER: THE ART OF ADVENTURE (MAY 9-AUGUST 2, 2015) WHICH PRESENTED MORE THAN 80 WORKS IN A VARIETY OF GENRES BY THIS HIGHLY POPULAR ARTIST KNOWN FOR HIS METICULOUSLY RESEARCHED HISTORICAL PAINTINGS; CUT! COSTUME AND THE CINEMA (OCTOBER 3, 2015-FEBRUARY 28, 2016) WHICH FEATURED 43 COSTUMES REPRESENTING FIVE CENTURIES OF FASHION AND STYLE, INCLUDING THOSE WORN BY SUCH FAMOUS PERSONALITIES AS JOHNNY DEPP, KATE WINSLET, AND ROBERT DOWNEY JR; ALPHONSE MUCHA: MASTER OF ART NOUVEAU (APRIL 22-JULY 31, 2016) WHICH ATTRACTED VISITORS FROM FAR AND WIDE, AND EXHIBITION-RELATED MERCHANDISE CAUSED SALES IN THE MUSEUM STORE TO SOAR; PAINTING THE VALLEY: WORKS BY ANDREI KUSHNIR (APRIL 1-SEPTEMBER 11, 2016) THE FIRST IN A PLANNED SERIES OF MSV EXHIBITIONS FEATURING THE WORK OF A VALLEY ARTIST OR WORKS FOCUSING ON VALLEY THEMES; AND SUZANNE STRYK: NOTES ON THE STATE OF VIRGINIA (APRIL 1-DECEMBER 31, 2016) WAS PRESENTED IN THE DRAWING ROOM OF GLEN BURNIE HOUSE. THE MSV CONTINUED THE EXHIBITIONS FACE TO FACE: PORTRAITS FROM THE JULIAN WOOD GLASS, JR COLLECTION AND COLLECT, PRESERVE, INTERPRET: TEN YEARS AT THE MSV CONTINUED ON DISPLAY; AND ALSO PRESENTED 8 ART IN HALLS SHOWS WHICH FEATURED OVER 39 LOCAL CONTEMPORARY ARTISTS. 501549 MUSEUM STORE, SPECIAL EVENTS, AND MEMBERSHIP. 501549 4643154 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 1 0 1 1 1 0 0 0 1 0 0 0 1 30 0 1 64 1 0 0 0 0 0 0 0 0 1 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X X COMPTROLLER 5406621473 901 AMHERST STREET WINCHESTER VA 22601 ALLAN G PATERSON JR FOUNDATION TRUSTEE 1.00 12.00 X 0 78000 0 CALVIN ALLEN PRESIDENT 1.00 X X 0 0 0 CAROLYN FAROUKI DIRECTOR 1.00 X 0 0 0 CHRISTINE R MISTR DIRECTOR 1.00 X 0 0 0 DAVID HO ROTH TRUSTEE 1.00 3.00 X 0 48000 0 DAVID L BLOUNT TREASURER 1.00 X X 0 0 0 DIANNE H WAKE SECRETARY 1.00 X X 0 0 0 THE HONORABLE RONALD L NAPIER DIRECTOR 1.00 X 0 0 0 JAMES T HOLLAND FOUNDATION TRUSTEE 1.00 12.00 X 0 78000 0 JOHN B ADAMS JR FOUNDATION TRUSTEE 1.00 3.00 X 0 48000 0 JOHN B WILLEY DIRECTOR 1.00 X 0 0 0 NICOLE H PERRY DIRECTOR 1.00 X 0 0 0 JOHN G LATHROP DIRECTOR 1.00 X 0 0 0 JOHN P LEWIS DIRECTOR 1.00 X 0 0 0 KATHERINE MB BERGER 2ND VICE PRESIDENT 1.00 X X 0 0 0 PEMBROKE D HUTCHINSON DIRECTOR 1.00 X 0 0 0 PETER G BULLOUGH FOUNDATION TRUSTEE 1.00 3.00 X 0 48000 0 RUPERT W WERNER DIRECTOR 1.00 X 0 0 0 SHARON M BYRD DIRECTOR 1.00 X 0 0 0 WILBORN M ROBERSON DIRECTOR 1.00 X 0 0 0 TODD BROCKWELL FOUNDATION TRUSTEE 1.00 3.00 X 0 48000 0 W BLAKELY CURTIS VICE PRESIDENT 1.00 X X 0 0 0 KAY S WHITWORTH DIRECTOR 1.00 X 0 0 0 DANA HAND EVANS EXECUTIVE DIRECTOR 40.00 X 136152 0 20672 TAMARA B COOPER CONTROLLER 40.00 X 73202 0 6333 209354 348000 27005 1 0 1 0 BONNIE J GREEN 113 CALICO COURT WINCHESTER VA 22602 AMERICAN RIFLE COLLECTION 255750 LANTZ CONSTRUCTION 221 AVIATION DRIVE WINCHESTER VA 22602 CONSTRUCTION 193003 2 97375 3281000 1056716 5200 4435091 GIFT SHOP SALES 453220 109364 109364 ADMISSIONS 713990 85655 85655 PUBLIC EVENTS 713990 42610 42610 EDUCATIONAL PROGRAMS 713990 34332 34332 PLANT SALES 110000 10891 10891 282852 325679 325679 110782 0 110782 110782 110782 6585635 6792169 -206534 -206534 -206534 35990 32623 3367 3367 DEACCESSIONING INCOME 900099 12915 12915 MISCELLANEOUS INCOME 713990 1052 1052 13967 4965204 162597 0 367516 209952 82315 113918 13719 1874028 1506118 144042 223868 85018 69555 8845 6618 281357 228128 29856 23373 155179 119158 18499 17522 19032 19032 23098 23098 30778 30778 83126 67755 11030 4341 196513 169001 27512 119420 86513 14083 18824 280927 266881 14046 31970 24253 3948 3769 3 3 822015 780914 41101 76391 72571 3820 ACQUISITION EXPENSE 320029 320029 CHANGING EXHIBITS 199338 199338 MUSEUM STORE EXPENSES 108332 108332 GROUNDS MAINTENANCE 99054 94101 4953 552696 448192 41167 63337 5568256 4643154 549731 375371 328887 493537 170944 631067 12176 1258 91297 44510 209083 117424 26747511 7320093 19681780 19427418 12678373 10151057 387233 310080 33559773 31176351 326138 413783 10000 73500 336138 487283 X 20275564 19705890 6208526 4243633 6739545 6739545 33223635 30689068 33559773 31176351 -603052 -1931515 0 X X 0 1 X 1 0 X 4403884 3542250 5530471 4307587 4435090 22219282 4403884 3542250 5530471 4307587 4435090 22219282 17571118 4648164 371913 487530 1038306 540625 436462 2874836 8594 37442 10476 4521 13967 75000 25169118 1612037 0.18470 0.16080 X THE ORGANIZATION'S PUBLIC SUPPORT PERCENTAGE AS CALCULATED PER SCHEDULE A FOR 2015 IS 18.47%, WHICH MEETS THE 10% SUPPORT TEST. THE ORGANIZATION PROVIDES FACILITIES OR SERVICES DIRECTLY FOR THE BENEFIT OF THE GENERAL PUBLIC ON A CONTINUOUS BASIS. THE ORGANIZATION MAINTAINS A DEFINITIVE PROGRAM FOR ACCOMPLISHING ITS CHARITABLE WORK IN THE COMMUNITY. THE ORGANIZATION SOLICITS DUES-PAYING MEMBERS IN A WAY DESIGNED TO ENROLL A SUBSTANTIAL NUMBER OF PERSONS IN THE COMMUNITY AREA. THE ORGANIZATION MAKES MEMBERSHIP AVAILABLE TO A BROAD CROSS SECTION OF THE INTERESTED PUBLIC. THE ACTIVITIES OF THE ORGANIZATION ARE LIKELY TO APPEAL TO PERSONS WITH BROAD COMMON INTERESTS OR PURPOSES. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 0 12920571 -1795853 717808 10406910 12991472 328750 399651 12920571 12007036 2661226 1676790 12991472 9587064 3555185 1135213 12007036 9523414 425270 361620 9587064 0.64760 0.35240 0 0 19478652 5464637 14014015 5408642 713988 4694654 334202 238600 95602 1526015 902868 623147 19427418 3066312 -1931515 32623 -1898892 4965204 0 4965204 5600879 32623 32623 5568256 0 5568256 PART III, LINE 1A: THE COLLECTIONS, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE MUSEUM'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENT OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS EXPENSES IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED ON THE FINANCIAL STATEMENTS. FORTY PERCENT OF THE PROCEEDS FROM ANY DEACCESSIONS OR INSURANCE RECOVERIES IS DESIGNATED BY THE BOARD OF DIRECTORS FOR FUTURE PURCHASES OF COLLECTION ITEMS. SIXTY PERCENT OF PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES WOULD BE REFLECTED AS INCREASES IN THE GENERAL OPERATING FUND DESIGNATED FOR CONSERVATION OF COLLECTION ITEMS. FOR THE YEAR ENDING JUNE 30, 2016, $12,915 WAS DESIGNATED FOR COLLECTIONS, AND IS INCLUDED IN UNRESTRICTED NET ASSETS. PART III, LINE 4: THE MUSEUM OF THE SHENANDOAH VALLEY COMPLEX CONTAINS FIVE DISTINGUISHED COLLECTIONS DISPLAYED IN THREE LOCATIONS. ON VIEW IN THE HISTORIC HOUSE IS THE GLEN BURNIE HOUSE COLLECTION, WHICH INCLUDES PAINTINGS, FINE FURNITURE, AND DECORATIVE OBJECTS ACQUIRED BY JULIAN WOOD GLASS JR. FOR HIS ANCESTRAL HOME. THE MUSEUM'S LIVING COLLECTION IS COMPOSED OF SEVEN ACRES OF SPECTACULAR GARDENS SURROUNDING THE GLEN BURNIE HOUSE. FINALLY, THE MUSEUM OF THE SHENANDOAH VALLEY COLLECTION, THE JULIAN WOOD GLASS JR. COLLECTION, AND THE R. LEE TAYLOR MINIATURES COLLECTION ARE EACH ON PERMANENT DISPLAY IN GALLERIES. THE SECOND LEVEL OF THE MSV PRESENTS FOUR MAIN GALLERIES COMPRISED OF ELEVEN GALLERY ROOMS. IN THE SHENANDOAH VALLEY GALLERY, THREE GALLERY ROOMS EXPLORE THE SWEEP OF VALLEY HISTORY, AND ONE ADDITIONAL ROOM DISPLAYS DECORATIVE ARTS, PAINTINGS, FURNITURE, AND OBJECTS OF MATERIAL CULTURE MADE IN THE VALLEY FROM THE MID-1700S TO THE PRESENT. THE ADJACENT GALLERY ROOM PRESENTS EXHIBITIONS OF WORKS BY CONTEMPORARY VALLEY ARTISTS OR VALLEY THEMES. THE FOUNDERS GALLERY PRESENTS PORTIONS OF THE COLLECTION ASSEMBLED BY ONE OF THE VALLEY'S MOST SIGNIFICANT PRIVATE COLLECTORS, INCLUDING CHANGING EXHIBITIONS OF PAINTINGS, FURNITURE, AND OBJECTS ILLUSTRATING THE THEMES OF PORTRAITURE, LANDSCAPE, AND LIFESTYLE. THE R. LEE TAYLOR MINIATURES GALLERY IS HOME TO A FASCINATING COLLECTION OF FURNISHED MINIATURE HOUSES AND ROOMS, ALSO ASSEMBLED IN THE SHENANDOAH VALLEY, WHILE THE CHANGING EXHIBITION GALLERY DISPLAYS CONTINUALLY CHANGING EXHIBITIONS THROUGHOUT THE YEAR. PART V, LINE 4: THE MUSEUM'S ENDOWMENT CONSISTS OF TWO ENDOWMENT FUNDS ESTABLISHED MAINLY TO PROVIDE FOR THE COLLECTIONS ENDOWMENT AND VARIOUS PROGRAM RELATED EXPENDITURES. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT DIRECT EXPENSES NETTED AGAINST REVENUE ON 990 32,623. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT DIRECT EXPENSES NETTED AGAINST REVENUE ON 990 32,623. BUSINESS ADVISORY LUNCHEON 35990 35990 32623 35990 35990 32623 32623 3367 X 1 1 X X X 0 0 0 0 0 0 0 0 0 DANA HAND EVANS EXECUTIVE DIRECTOR 136152 0 0 0 0 0 7468 0 13204 0 156824 0 0 0 WILBORN ROBERSON MEMBER OF BOARD OF DIRECTORS EMPLOYED AT A BANK THE MUSEUM UTILIZES FOR INVESTMENT AND DEPOSIT ACCOUNTS. 0 SHARON BYRD MEMBER OF BOARD OF DIRECTORS THE MUSEUM UTILIZES A NEWSPAPER OWNED BY THE SPOUSE OF A BOARD MEMBER FOR PAID ADVERTISING. 0 RUPERT W WERNER MEMBER OF BOARD OF DIRECTORS DURING THE YEAR ENDED JUNE 30, 2016, THE MUSEUM UTILIZED A COMPANY OWNED BY THE SPOUSE (DECEASED DURING THE YEAR) OF A BOARD MEMBER FOR SERVICES. ALSO, THE MUSEUM RECEIVED IN KIND SERVICES FROM THE COMPANY DURING THE YEAR. 0 X 1 0 X DEBENTURES 1 5200 FAIR MARKET VALUE 0 1 1 PART I, LINE 32B: STOCK DONATIONS ARE SENT DIRECTLY TO INVESTMENT ADVISORS. INVESTMENT ADVISORS PROCESS THE SALE AT THE DIRECTION OF THE COMPTROLLER. PART I, LINE 33: THE ORGANIZATION HAS ELECTED, AS PERMITTED UNDER ACCOUNTING STANDARDS, NOT TO REPORT IN ITS STATEMENT OF ACTIVITIES, REVENUE FROM THE CONTRIBUTION OF ART, HISTORICAL TREASURES, OR OTHER SIMILAR ASSETS HELD FOR PUBLIC EXHIBITION, EDUCATION, OR RESEARCH IN FURTHERANCE OF PUBLIC SERVICE. FORM 990, PART VI, SECTION B, LINE 11 THE BOARD OF DIRECTORS REVIEWED THE 990 PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS UPDATED ANNUALLY WITH BOARD MEMBERS REQUIRED TO LIST CONFLICTS. BOARD MEMBERS ARE NOT ALLOWED A VOTE REGARDING AREAS WITH WHICH THERE IS A CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE EVALUATED THE EXECUTIVE DIRECTOR IN 2015 AND REVIEWED SALARY COMP BOOKS AND MADE A DETERMINATION BASED UPON PERFORMANCE AND INDUSTRY COMPARABLES. THE EXECUTIVE DIRECTOR EVALUATES KEY EMPLOYEES ANNUALLY AND REVIEWS SALARY COMP BOOKS TO MAKE A DETERMINATION BASED UPON PERFORMANCE AND POSITION COMPARABLES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS WILL BE MADE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. FORM 990, PART VII, SECTION A, LINE 1(A) REPORTABLE COMPENSATION FROM RELATED ORGANIZATIONS: THE PAYMENTS LISTED IN COLUMN E, REPORTABLE COMPENSATION FROM RELATED ORGANIZATIONS, INCLUDES PAYMENTS TO INDIVIDUALS THAT WERE PAID BY THE GLASS GLEN BURNIE FOUNDATION. THE GLASS GLEN BURNIE FOUNDATION IS LISTED AS A RELATED ORGANIZATION ON SCHEDULE R. SCHEDULE O - ADDITIONAL INFORMATION IN-KIND RENTAL OF THE HEXAGON HOUSE: THE MUSEUM (PROPERTY MANAGER) ENTERED INTO A SUBLEASE AGREEMENT WITH THE NON-PROFIT ORGANIZATION PRESERVATION OF HISTORIC WINCHESTER (LESSEE) FOR THE RENTAL OF THE RESIDENCE KNOWN AS THE HEXAGON HOUSE. THE HEXAGON HOUSE IS OWNED BY THE GLASS GLEN BURNIE FOUNDATION. THE MUSEUM HAS VALUED THE IN-KIND RENTAL OF THE HOUSE FOR THE YEAR ENDED JUNE 30, 2016 AT $24,561. THIS VALUE INCLUDES CONSIDERATION OF THE SQUARE FOOT RENTAL VALUE AND THE MUSEUM'S OBLIGATION UNDER THE LEASE TO PROVIDE YEAR-ROUND GROUNDS MAINTENANCE INCLUDING MOWING AND SNOW REMOVAL, WATER AND SEWER SERVICE, INSURANCE, TAXES AND STRUCTURAL MAINTENANCE. SCHEDULE O - ADDITIONAL INFORMATION IN-KIND RENTAL OF RECEPTION HALL: AS PART OF THE MUSEUM'S ONGOING COMMITMENT TO SERVING THE COMMUNITY IN WHICH IT OPERATES, THE MUSEUM FROM TIME TO TIME DONATES THE USE OF ITS RECEPTION HALL TO ORGANIZATIONS WITHIN THE COMMUNITY. THE MUSEUM HAS VALUED THE IN-KIND RENTAL OF THIS SPACE AT $9,200 FOR THE YEAR ENDED JUNE 30, 2016. SCHEDULE O - ADDITIONAL INFORMATION FREE GENERAL ADMISSIONS: AS PART OF THE MUSEUM'S ONGOING COMMITMENT TO SERVE THE COMMUNITY IN WHICH IT OPERATES, THE MUSEUM OFFERS FREE ADMISSION ON WEDNESDAY MORNINGS AND FREE ADMISSIONS TO AGES 12 AND UNDER. BETWEEN MEMORIAL DAY AND LABOR DAY, THE MSV ALSO PARTICIPATES IN THE BLUE STAR MUSEUMS PROGRAM, PROVIDING FREE ADMISSION TO ACTIVE MILITARY PERSONNEL AND THEIR FAMILIES. OTHER FREE COMMUNITY EVENTS ARE OFFERED AS WELL. BASED ON THE MUSEUM'S AVERAGE TICKET PRICE FOR ADMISSION, THE MUSEUM HAS VALUED THE IN-KIND DONATION OF IT'S FREE ADMISSIONS TO BE APPROXIMATELY $132,024 FOR THE YEAR ENDED JUNE 30, 2016. SCHEDULE O - ADDITIONAL INFORMATION FREE EVENTS AND PROGRAMS: THE MUSEUM PROVIDES FREE ADMISSIONS TO EVENTS AND PROGRAMS. DURING THE YEAR ENDED JUNE 30, 2016, MORE THAN 6,800 INDIVIDUAL ATTENDED NEARLY 70 FREE PROGRAMS. SCHEDULE O - ADDITIONAL INFORMATION DONOR PRIVACY POLICY: ANY INFORMATION SUPPLIED TO THE MUSEUM OF THE SHENANDOAH VALLEY BY DONORS WILL BE USED SOLELY TO FULFILL THEIR DONATION AND SHALL NOT BE SHARED FOR ANY REASON UNLESS PERMISSION IS GIVEN BY THE DONOR TO SHARE SUCH INFORMATION. ALL REQUESTS TO REMAIN ANONYMOUS SHALL BE HONORED. THE MSV DOES NOT SELL OR SHARE DONOR LISTS. DONORS WHO SUPPLY THE MSV WITH THEIR POSTAL ADDRESS OR EMAIL ADDRESS MAY BE CONTACTED PERIODICALLY FOR SOLICITATION PURPOSES AND/OR WITH INFORMATION REGARDING UPCOMING EVENTS. DONORS MAY REQUEST TO BE PERMANENTLY REMOVED FROM MSV'S MAILING LIST BY CONTACTING THE MSV BY EMAIL, PHONE OR MAIL. ALL REQUESTS TO BE REMOVED FROM MSV'S MAILING LIST SHALL BE HONORED. SCHEDULE O - ADDITIONAL INFORMATION CELEBRATING PATSY CLINE: THE MUSEUM STORES CELEBRATING PATSY CLINE'S COLLECTION AS AN IN-KIND GIFT VALUED AT $3,600 PER YEAR. THE GLASS-GLEN BURNIE FOUNDATION PO BOX 587 NOWATA OK 74048 731267576 RESTORATION AND MAINTENANCE OF HISTORIC PROPERTIES IN WINCHESTER, VA OK 501(C)(3) 509(A)(3) TYPE III NONE 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THE GLASS-GLEN BURNIE FOUNDATION C 3281000 CASH