2015-11-16T15:55:10-06:00 2015-06-30 541149263 YOUNT HYDE & BARBOUR PC PO BOX 2560 WINCHESTER VA 226041760 990 2014-07-01 541857973 THE GLASS-GLEN BURNIE MUSEUM INC GLAS 5406621473 901 AMHERST STREET WINCHESTER VA 22601 DANA HAND EVANS EXECUTIVE DIRECTOR 5406621473 2015-11-13 1 CHRISTOPHER L FRYE CPA P01068721 5406623417 2014 2016-03-07 17:11:31Z THE MUSEUM OF THE SHENANDOAH VALLEY DANA HAND EVANS 901 AMHERST ST WINCHESTER VA 22601 10553968 0 X SHENANDOAHMUSEUM.ORG X 1997 VA DEDICATED TO PRESERVING AND ENRICHING THE CULTURAL LIFE AND HERITAGE OF THE SHENANDOAH VALLEY. 22 22 70 67 0 0 5530471 4307587 316679 262375 1470532 809095 90836 99183 7408518 5478240 0 0 0 0 2333418 2450387 0 0 216002 4131849 2913344 6465267 5363731 943251 114509 34191677 33559773 602537 336138 33589140 33223635 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 1267964 79307 EDUCATIONAL, COMMUNITY AND PUBLIC PROGRAMS THE MSV OFFERED YOUTH, FAMILY AND ADULT EDUCATION PROGRAMMING ATTENDED BY AN ESTIMATED 8,350 PEOPLE. MSV STAFF CONDUCTED 109 EDUCATIONAL PROGRAMS AND WORKSHOPS AND PRESENTED 522 GALLERY TOURS. PROGRAMS INCLUDED A STORY TIME IN THE GLEN BURNIE HOUSE WHICH ATTRACTED 70 PARENTS AND CHILDREN; PROGRAMS CELEBRATING THE MSV TENTH ANNIVERSARY; GARDEN AND GALLERY EXPLORER PROGRAM FOR CHILDREN; CAMP MSV. 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 41 PROGRAMS SERVING THE COMMUNITY AND PUBLIC ATTRACTING 12,700 PEOPLE. EVENTS INCLUDED FOUR SUMMER GARDENS AT NIGHT CONCERTS WITH 6,400 IN ATTENDANCE. WE HELD SIX ADMISSION-FREE EVENTS FOR FAMILIES THROUGHOUT THE FISCAL YEAR ATTRACTING NEARLY 4,000 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 NEARLY 500 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 20 OTHER NON-PROFITS IN THE AREA; AND NEARLY 8,500 PEOPLE, EXCLUSIVE OF MEMBERS, RECEIVED FREE GENERAL ADMISSION TO THE MSV. 1616148 OUR COLLECTIONTHE GLEN BURNIE HOUSE, DATING BACK TO 1794, IS SURROUNDED BY SIX 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. THE MSV MANAGES THE PROPERTY IN ACCORDANCE WITH A WRITTEN 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 AND THE MUSEUM'S PERMANENT COLLECTIONS, INCLUDING THE R. LEE TAYLOR COLLECTION OF MINIATURE HOUSES AND ROOMS AND THE SHENANDOAH VALLEY COLLECTION. 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. IN FY 2015, 16 OBJECTS WERE ADDED TO OUR COLLECTION OF SHENANDOAH VALLEY COLLECTION BY GIFT AND ACQUISITION. 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 COLLECTIONS COMMITTEE OF THE MSV ACTIVELY COLLECTS ITEMS OF SIGNIFICANCE TO THE SHENANDOAH VALLEY. THE MSV FUNDS ACQUISITIONS OF COLLECTION ITEMS FROM IT'S COLLECTIONS AND EXHIBITIONS ENDOWMENT. AN ANNUAL SPENDING RATE OF 3-5% ON THE THREE YEAR AVERAGE OF THE MARKET VALUE OF THE ENDOWMENT IS APPROVED ANNUALLY BY THE BOARD. IN ADDITION TO THE MSV CAMPUS, ANOTHER PROPERTY OF HISTORICAL SIGNIFICANCE IS MANAGED BY THE MUSEUM. THE ANCESTRAL HOME OF THE WOOD FAMILY, KNOWN AS ROSE HILL 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 CIVIL WAR MARKERS. A RENOVATION OF THE HOUSE WAS COMPLETED IN FY2015 TO STABILIZE IT AND PRESERVE THE HOME. 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 ESTABLISHED A PARTNERSHIP WITH THE FREDERICK COUNTY PARKS AND RECREATION TO PROVIDE ACCESS TO THE PUBLIC OF THE GREEN SPACES AT ROSE HILL IN FY16. 761707 74559 OUR EXHIBITIONSTHE MSV ORGANIZES CHANGING EXHIBITIONS AS WELL AS BRINGS TRAVELING EXHIBITIONS TO THE REGION. IN FY2015, THE MSV PRESENTED SIX SEPARATE EXHIBITIONS AS FOLLOWS: SAFES OF THE VALLEY, A FIRST TIME EXHIBITION OF FOOD SAFES OF THE SHENANDOAH VALLEY WITH 45 OBJECTS ON PUBLIC DISPLAY; FACE TO FACE: PORTRAITS FROM THE JULIAN WOOD GLASS JR. COLLECTION; SECOND TIME AROUND: THE HUBCAP AS ART FEATURING CONTEMPORARY ART OF 300 ARTISTS; BEAUTY IN BOTANY FEATURING 19 REGIONAL BOTANICAL ARTISTS ON DISPLAY IN THE GLEN BURNIE HOUSE; COLLECT, PRESERVE, INTERPRET: TEN YEARS AT THE MSV SHOWCASING MORE THAN 50 OBJECTS FROM OUR SHENANDOAH VALLEY COLLECTION; MORT KUNSTLER; THE ART OF ADVENTURE FEATURING WORKS OF A SINGULAR LIVING ARTIST; CREATIVE BY NATURE, PRESENTING WORKS OF A LOCAL FOLK ARTIST; AND ART IN THE HALLS, PRESENTING WORKS FROM LOCAL ARTS GROUPS, SCULPTORS AND INDIVIDUALS. 885748 MUSEUM STORE, SPECIAL EVENTS, AND MEMBERSHIP. 885748 4531567 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 39 0 1 70 1 0 0 0 0 0 0 0 0 1 0 X 22 22 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 FOUNDATION 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 HUNTER M GAUNT JR 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 31484 0 JOHN B WILLEY DIRECTOR 1.00 X 0 0 0 JOHN C WILLIAMS 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 THOMAS MW GREEN DIRECTOR 1.00 X 0 0 0 TODD BROCKWELL FOUNDATION TRUSTEE 1.00 3.00 X 0 31484 0 W BLAKELY CURTIS VICE PRESIDENT 1.00 X X 0 0 0 DANA HAND EVANS EXECUTIVE DIRECTOR 40.00 X 154284 0 0 TAMARA B COOPER CONTROLLER 40.00 X 77976 0 0 232260 314968 0 1 0 1 0 HOWARD SHOCKEY & SONS PO BOX 2530 WINCHESTER VA 22604 CONSTRUCTION 832772 LANTZ CONSTRUCTION 221 AVIATION DRIVE WINCHESTER VA 22602 CONSTRUCTION 386588 ANTHEM BCBS MEDICAL PO BOX 11792 NEWARK NJ 07101 INSURANCE 288436 STONEWORKS INC 12931 BLOOMERY PIKE PAW PAW WV 25434 CONSTRUCTION 251350 READER AND SWARTZ ARCHITECTS PC 213 N CAMERON STREET WINCHESTER VA 22601 ARCHITECT 155149 5 89485 3460500 600 757002 59363 4307587 GIFT SHOP SALES 453220 108509 108509 ADMISSIONS 713990 73359 73359 PUBLIC EVENTS 713990 41452 41452 EDUCATIONAL PROGRAMS 713990 37855 37855 EXHIBITION FEES 713990 1200 1200 262375 445630 445630 94995 0 94995 94995 94995 5404855 825 5035993 6222 368862 -5397 363465 363465 33180 33513 -333 -333 MISCELLANEOUS INCOME 713990 2689 2689 DEACCESSIONING INCOME 900099 1832 1832 4521 5478240 153866 0 1016787 X 210476 83152 113465 13859 1759369 1484179 170300 104890 70863 43335 24487 3041 259588 233170 15777 10641 150091 122378 19056 8657 33587 33587 22853 22853 33838 33838 91468 75513 13326 2629 233683 198631 35052 114064 81192 14328 18544 275433 261661 13772 38109 28478 5025 4606 328 328 763005 724855 38150 71573 67994 3579 CHANGING EXHIBITS 244897 244897 MUSEUM STORE EXPENSES 145971 144791 1180 GROUNDS MAINTENANCE 145932 138635 7297 CONCEPTUAL LAND USE AND 83501 79326 4175 615102 519380 46587 49135 5363731 4531567 616162 216002 902967 328887 797530 170944 590 12176 179807 91297 189368 209083 26179858 6498078 18502520 19681780 13092542 12678373 526353 387233 34191677 33559773 602537 326138 0 10000 602537 336138 X 19758491 19774055 2025440 1279030 11805209 12170550 33589140 33223635 34191677 33559773 114509 -480014 0 X X 0 1 X 1 0 X 2831123 4403884 3542250 5530471 4307587 20615315 2831123 4403884 3542250 5530471 4307587 20615315 16834173 3781142 393670 371913 487530 1038306 540625 2832044 7939 8594 37442 10476 4521 68972 23516331 1619455 0.16080 0.14710 X THE ORGANIZATION'S PUBLIC SUPPORT PERCENTAGE AS CALCULATED PER SCHEDULE A FOR 2014 IS 16.08%, 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 13044633 777098 399651 13422080 12060197 2661226 1676790 13044633 9640225 3555185 1135213 12060197 9523414 478431 361620 9640225 7957613 1914820 349019 9523414 0.90700 0.09300 0 0 19478652 4977671 14500981 5218942 580960 4637982 313386 207000 106386 1168878 732447 436431 19681780 5031739 -480014 33513 -446501 5478240 0 5478240 5397244 33513 33513 5363731 0 5363731 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, 2015, $1,832 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 HISTORIC HOUSE COLLECTION, WHICH INCLUDES OBJECTS ORIGINAL TO THE EARLIEST WOOD AND GLASS FAMILIES AND THE PAINTINGS, FINE FURNITURE, AND DECORATIVE OBJECTS ACQUIRED BY JULIAN WOOD GLASS JR. FOR HIS ANCESTRAL HOME. THE MUSEUM'S LIVING COLLECTION IS COMPRISED OF SIX ACRES OF SPECTACULAR GARDENS SURROUNDING THE GLEN BURNIE HISTORIC 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 FIRST-TIME PERMANENT DISPLAY IN THEIR OWN GALLERIES IN THE MUSEUM OF THE SHENANDOAH VALLEY. THE SECOND LEVEL OF THE MUSEUM OF THE SHENANDOAH VALLEY PRESENTS FOUR MAIN GALLERIES COMPRISED OF ELEVEN GALLERY ROOMS. IN THE SHENANDOAH VALLEY GALLERY, THREE GALLERY ROOMS EXPLORE THE SWEEP OF VALLEY HISTORY, AND THREE ADDITIONAL ROOMS DISPLAY DECORATIVE ARTS MADE IN THE VALLEY FROM THE MID-1700S TO THE PRESENT. THE JULIAN WOOD GLASS JR. GALLERY PRESENTS THE COLLECTION ASSEMBLED BY ONE OF THE VALLEY'S MOST SIGNIFICANT PRIVATE COLLECTORS, AND INCLUDES PAINTINGS, FURNITURE, AND OBJECTS ILLUSTRATING THE THEMES OF PORTRAITURE, LANDSCAPE, AND THE GRAND TOUR. 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 33,513. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT DIRECT EXPENSES NETTED AGAINST REVENUE ON 990 33,513. BUSINESS ADVISORY LUNCHEON 33180 33180 33513 33180 33180 33513 33513 -333 X 1 1 X X X 0 0 0 0 0 0 0 0 0 DANA HAND EVANS EXECUTIVE DIRECTOR 144324 0 0 0 9960 0 0 0 0 0 154284 0 0 0 JOHN WILLIAMS 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 JOHN MARLOW MEMBER OF BOARD OF DIRECTORS 6600 DURING THE YEAR ENDED JUNE 30, 2015, THE MUSEUM RECEIVED A GIFT FROM A CORPORATION OWNED BY A BOARD MEMBER WHEREBY THE DONOR AGREED TO PAY THE MONTHLY LEASE FOR A VEHICLE USED BY THE MUSEUM. THE GIFT IS RECOGNIZED AS PAYMENTS ARE MADE. PAYMENTS OF $6,600 WERE MADE DURING THE YEAR ENDED JUNE 30, 2015. 0 0 HUNTER M GAUNT JR MEMBER OF BOARD OF DIRECTORS 42500 DURING THE YEAR ENDED JUNE 30, 2015, THE MUSEUM PURCHASED AN ACQUISITION ITEM FROM THE BOARD MEMBER FOR $42,500. 0 RUPERT W WERNER MEMBER OF BOARD OF DIRECTORS 60443 DURING THE YEAR ENDED JUNE 30, 2015, THE MUSEUM UTILIZED A COMPANY OWNED BY THE SPOUSE OF A BOARD MEMBER FOR SERVICES AMOUNTING TO $24,403. ALSO, THE MUSEUM RECEIVED IN KIND SERVICES FROM THE COMPANY AMOUNTING TO $36,040. 0 X 16 0 X 5 36363 FAIR MARKET VALUE X METAL SHED 1 18000 FAIR MARKET VALUE X DEBENTURES 1 5000 FACE 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 2014 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 IX, LINE 24E BUILDING MAINTENANCE: PROGRAM SERVICE EXPENSES 78,971. MANAGEMENT AND GENERAL EXPENSES 4,156. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 83,127. ACQUISITION EXPENSE: PROGRAM SERVICE EXPENSES 76,463. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 76,463. COMMUNICATIONS: PROGRAM SERVICE EXPENSES 56,900. MANAGEMENT AND GENERAL EXPENSES 10,041. FUNDRAISING EXPENSES 5,145. TOTAL EXPENSES 72,086. HISTORIC STRUCTURES REPORT: PROGRAM SERVICE EXPENSES 60,420. MANAGEMENT AND GENERAL EXPENSES 3,180. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 63,600. CONSULTANTS: PROGRAM SERVICE EXPENSES 35,034. MANAGEMENT AND GENERAL EXPENSES 6,182. FUNDRAISING EXPENSES 19,999. TOTAL EXPENSES 61,215. PUBLIC EVENTS: PROGRAM SERVICE EXPENSES 49,598. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 49,598. GIFTS AND CONTRIBUTIONS: PROGRAM SERVICE EXPENSES 35,348. MANAGEMENT AND GENERAL EXPENSES 6,238. FUNDRAISING EXPENSES 3,051. TOTAL EXPENSES 44,637. DEVELOPMENT COSTS: PROGRAM SERVICE EXPENSES 16,920. MANAGEMENT AND GENERAL EXPENSES 8,900. FUNDRAISING EXPENSES 17,215. TOTAL EXPENSES 43,035. COLLECTION, CARE, CONSERVATION: PROGRAM SERVICE EXPENSES 32,010. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 32,010. PROFESSIONAL DEVELOPMENT: PROGRAM SERVICE EXPENSES 21,355. MANAGEMENT AND GENERAL EXPENSES 3,768. FUNDRAISING EXPENSES 3,600. TOTAL EXPENSES 28,723. OTHER OPERATING EXPENSES: PROGRAM SERVICE EXPENSES 15,280. MANAGEMENT AND GENERAL EXPENSES 804. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,084. UNIFORMS: PROGRAM SERVICE EXPENSES 13,132. MANAGEMENT AND GENERAL EXPENSES 2,317. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,449. OTHER MAINTENANCE: PROGRAM SERVICE EXPENSES 13,834. MANAGEMENT AND GENERAL EXPENSES 728. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,562. EDUCATIONAL PROGRAMS: PROGRAM SERVICE EXPENSES 12,567. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,567. RESEARCH & REFERENCE BOOKS: PROGRAM SERVICE EXPENSES 1,548. MANAGEMENT AND GENERAL EXPENSES 273. FUNDRAISING EXPENSES 125. TOTAL EXPENSES 1,946. 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, 2015 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 $7,000 FOR THE YEAR ENDED JUNE 30, 2015. 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. 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 $87,104 FOR THE YEAR ENDED JUNE 30, 2015. SCHEDULE O - ADDITIONAL INFORMATION FREE EVENTS AND PROGRAMS: THE MUSEUM PROVIDES FREE ADMISSIONS TO EVENTS AND PROGRAMS. DURING THE YEAR ENDED JUNE 30, 2015, 11,720, INDIVIDUALS ATTENDED FREE EVENTS AND 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 3460500 CASH