2015-11-16T12:39:44-06:00 2015-06-30 621409003 MULLINS CLEMMONS & MAYES PLLC 320 SEVEN SPRINGS WAY SUITE 120 BRENTWOOD TN 37027 990 2014-07-01 620478087 ANDREW JACKSON FOUNDATION FORMERLY LADIES' HERMITAGE ASSOCIATION ANDR 6158892941 4580 RACHELS LANE HERMITAGE TN 37076 HOWARD J KITTELL PRESIDENT & CEO 6158892941 2015-11-16 1 LARRY MULLINS P00865882 6153708576 2014 2016-04-25 22:37:26Z HOWARD J KITTELL 4580 RACHELS LANE HERMITAGE TN 37076 4837032 0 X HTTP://WWW.THEHERMITAGE.COM X 1889 TN TO PRESERVE THE 1,120 ACRE PLANTATION, MAINTAIN AND RESTORE THE HERMITAGE MANSION AND 27 OTHER STRUCTURES AND COLLECTIONS, PROVIDE EDUCATIONAL PROGRAMS TO THE PUBLIC, MAKE THE SITE AVAILABLE TO 170,000+/- GUESTS ANNUALLY AND HOST EVENTS, PROGRAMS AND ACTIVITIES THAT INSPIRE A LOVE OF AMERICAN HISTORY. 20 20 120 500 122685 0 1796165 752998 2828103 3110507 34230 -43299 221004 298758 4879502 4118964 0 0 0 0 2124761 2226142 0 0 306528 1734753 2165717 3859514 4391859 1019988 -272895 8689716 8515757 321729 428484 8367987 8087273 X THE MISSION OF THE ANDREW JACKSON FOUNDATION, A NON-PROFIT ORGANIZATION FOUNDED IN 1889, IS TO PRESERVE THE HOME OF ANDREW JACKSON AND TO SERVE AS A LEARNING RESOURCE FOR THE DIVERSE PUBLIC. WE WILL ENGAGE THE PUBLIC THROUGH PRESERVATION, EXHIBITIONS, EDUCATION, RESEARCH AND PUBLICATIONS TO INCREASE THE UNDERSTANDING OF THE COMPLEX ISSUES OF ANDREW JACKSON AND HIS TIMES, TO DISCUSS THEIR RELATIONSHIP TO ISSUES AND EVENTS OF TODAY, AND TO INSPIRE CULTURAL CITIZENSHIP. 0 0 3378681 3193388 THE HERMITAGE IS THE HOME AND FARM OF PRESIDENT ANDREW JACKSON, 7TH PRESIDENT OF THE UNITED STATES AND HERO OF THE BATTLE OF NEW ORLEANS DURING THE WAR OF 1812. THE 1,120-ACRE NATIONAL HISTORIC LANDMARK SITE INCLUDES JACKSON'S ENTIRE TENNESSEE ANTEBELLUM COTTON PLANTATION, AS WELL AS, NUMEROUS ARCHITECTURAL AND ARCHAEOLOGICAL TREASURES. IN ORDER TO PRESERVE THE HERMITAGE, A GROUP OF WOMEN FOUNDED THE LADIES' HERMITAGE ASSOCIATION (LHA) IN 1889. THE LHA QUICKLY BEGAN RESTORING THE HISTORIC BUILDINGS AND GROUNDS AND OPENED THE HERMITAGE TO THE PUBLIC, CREATING THE FIRST HISTORIC SITE MUSEUM IN TENNESSEE AND ONE OF THE FIRST IN THE UNITED STATES. IN JULY 2014, AS PART OF ITS INITIATIVE TO ASSUME A MORE NATIONAL PRESENCE, THE LHA WAS RENAMED THE ANDREW JACKSON FOUNDATION (AJF) BUT IS THE SAME CORPORATE ENTITY CREATED IN 1889. THE AJF CONTINUES THE PRESERVATION THAT BEGAN OVER 100 YEARS AGO AND HAS BEEN VISITED BY MORE THAN 20 MILLION PEOPLE FROM AROUND THE WORLD. THE HERMITAGE IS ONE OF THE NATION'S MOST SIGNIFICANT SITES INVOLVED IN TEACHING ABOUT THE PERIOD OF AMERICAN HISTORY BETWEEN THE FOUNDING FATHERS AND THE CIVIL WAR. 3378681 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 1 44 0 120 1 1 1 0 0 0 0 1 1 0 0 X 20 20 0 0 0 0 0 1 0 1 0 0 0 1 1 0 0 1 1 1 0 0 TN X KATHY MCCALL 6158892941 4580 RACHELS LANE HERMITAGE TN 37076 DARELL S FREEMAN SR BOARD MEMBER 1.00 X 0 0 0 EMILY REYNOLDS PAST REGENT 1.00 X 0 0 0 LIN HOWARD ANDREWS BOARD MEMBER 1.00 X 0 0 0 CINDY GARFIELD BOARD MEMBER 1.00 X 0 0 0 VINCE DURNAN BOARD MEMBER 1.00 X 0 0 0 CHARLES GRANT BOARD MEMBER 1.00 X 0 0 0 KATY VARNEY BOARD MEMBER 1.00 X 0 0 0 GINA LODGE BOARD MEMBER 1.00 X 0 0 0 GUILFORD THORNTON JR BOARD MEMBER 1.00 X 0 0 0 THOMAS A NEGRI BOARD MEMBER 1.00 X 0 0 0 ASHLEY MCANULTY BOARD MEMBER 1.00 X 0 0 0 ANNE DAVIS BOARD MEMBER 1.00 X 0 0 0 JASON HALE BOARD MEMBER 1.00 X 0 0 0 MARA LIASSON BOARD MEMBER 1.00 X 0 0 0 BOB MCDONALD BOARD MEMBER 1.00 X 0 0 0 JON MEACHAM BOARD MEMBER 1.00 X 0 0 0 CHARLES OVERBY BOARD MEMBER 1.00 X 0 0 0 KATHY NEVILL TREASURER 1.00 X 0 0 0 CAROL DANIELS SECRETARY 1.00 X 0 0 0 DEBBY PATTERSON KOCH REGENT 10.00 X 0 0 0 FRANCES SPRADLEY BOARD MEMBER 1.00 X 0 0 0 HOWARD J KITTELL PRESIDENT & CEO 50.00 X 162048 0 21949 CARTER TODD VICE REGENT 1.00 X 0 0 0 162048 0 21949 1 0 1 0 SOLID LIGHT 438 S THIRD STREET LOUISVILLE KY 40202 WAR OF 1812 BICENTENNIAL EXHIBIT CONSTRU 654177 MCNEELY PIGOTT & FOX 611 COMMERCE ST 2800 NASHVILLE TN 37203 PUBLIC RELATIONS, ADVERTISING 129254 CARRIAGE RIDES THROUGH TIME 4259 BATTLE TRAINING ROAD ELIZABETHTOWN KY 42701 HISTORIC CARRIAGE RIDES 115437 3 22678 60753 185465 484102 29011 752998 ADMISSIONS AND PROGRAM 900099 3088149 3068729 19420 CAFE AND CONCESSIONS 722210 22358 22358 3110507 15851 15851 43441 0 43441 43441 43441 15059 14285 59924 774 -59924 -59150 -59924 774 81800 60753 114331 -32531 -32531 738067 529528 208539 139513 69026 OTHER INCOME 900099 79309 45070 34239 79309 4118964 3193388 122685 49893 183997 82799 64399 36799 1652770 1264848 256414 131508 46679 34755 10034 1890 209757 141731 49011 19015 132939 99812 21405 11722 26707 26707 17000 17000 4137 4137 287962 195109 47628 45225 227779 212612 18638 -3471 340637 247608 76410 16619 23690 3967 14516 5207 385335 347171 38164 44523 37539 5573 1411 35755 20655 6453 8647 484844 460602 19394 4848 86890 66926 19964 CAFE AND CONCESSIONS 79769 48561 4920 26288 AUDIO ROYALTIES 66982 66982 CREDIT CARD FEES 49322 43790 5385 147 RECRUITMENT 2998 2192 243 563 1387 1022 255 110 4391859 3378681 706650 306528 7365 20879 1033681 578699 454921 225218 34687 86764 193152 209641 19209 27134 13624858 6942490 5641226 6682368 419956 441133 885519 243921 8689716 8515757 187151 221179 2595 3827 75000 131983 128478 321729 428484 X 7600329 7831756 702658 190517 65000 65000 8367987 8087273 8689716 8515757 -272895 -7819 0 X 0 1 X 1 0 X 1433897 1184210 1040772 1796165 752998 6208042 1433897 1184210 1040772 1796165 752998 6208042 297094 5910948 57019 60438 59373 58998 59292 295120 54183 12215 13003 35799 79309 194509 6697671 12619836 0.88250 0.91690 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 65000 65000 65000 65000 65000 65000 65000 65000 65000 65000 0 0 176447 176447 9436561 5712406 3724155 502150 269164 232986 2091327 741211 1350116 1418373 219709 1198664 6682368 ACCRUED SALARIES & WAGES 115250 SALES TAX PAYABLE 13228 128478 4814928 -7819 703783 695964 4118964 0 4118964 5095642 703783 703783 4391859 0 4391859 PART III, LINE 1A: VALUES ATTRIBUTABLE TO HISTORIC SITES (TRANSFERRED TO THE ASSOCIATION BY THE STATE OF TENNESSEE) ARE NOT RECOGNIZED IN THE FINANCIAL STATEMENTS SINCE THE VALUES TO SUCH HISTORICAL TREASURES ARE NOT GENERALLY MEASURABLE IN MONETARY TERMS. PART III, LINE 4: THE 1,120-ACRE NATIONAL HISTORIC LANDMARK SITE INCLUDES ANDREW JACKSON'S ENTIRE TENNESSEE ANTEBELLUM COTTON PLANTATION, AS WELL AS, NUMEROUS ARCHITECTURAL AND ARCHAEOLOGICAL TREASURES. THE EXEMPT PURPOSE OF THE ORGANIZATION IS TO PRESERVE THIS HOME AND TO SERVE AS A LEARNING RESOURCE FOR THE DIVERSE PUBLIC. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 529,528. SPECIAL EVENT EXPENSES 114,331. LOSS ON DISPOSAL OF ASSETS 59,924. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 529,528. SPECIAL EVENT EXPENSES 114,331. LOSS ON DISPOSAL OF ASSETS 59,924. X X 1 THOMAS LINDSEY GROUP 2033 RICHARD JONES RD NASHVILLE TN 37215 CONSULTS FOR SOLICITING CONTRIBUTIONS FOR NEW EXHIBIT 0 200000 42000 158000 200000 42000 158000 TN WAR OF 1812 COMMEMORATION 50909 50909 GOLF TOURNAMENT 34458 27578 6880 21982 4 57186 33175 24011 92349 142553 60753 81800 114331 114331 -32531 1 X X 0 0 0 0 0 0 0 0 0 HOWARD J KITTELL PRESIDENT & CEO 162048 0 0 0 0 0 0 0 21949 0 183997 0 0 0 PHIL PONDER BOARD MEMBER 260 PURCHASE OF ARTISTIC PRINTS FOR SALE IN THE MUSEUM STORE 0 AMERICAN PAPER & TWINE FAMILY OF FORMER BOARD MEMBER 17393 PURCHASE OF JANITORIAL PRODUCTS 0 MCNEELY PIGOTT & FOX BOARD MEMBER 129254 PUBLIC RELATIONS AND ADVERTISING 0 X ADVERTISING 5 17736 COMPARABLE SALES X PERFORMING ARTS MAGAZINE 1 5000 COMPARABLE SALES X TENT & CATERING EQUIPMENT 1 5000 COMPARABLE SALES X LAWN MOWER/TRACTORS 2 1275 COMPARABLE SALES 0 1 1 PART I, LINE 32B: AN INDEPENDENT CONTRACTOR WAS USED TO SOLICIT CASH AND NON-CASH SPONSORSHIPS FOR PROGRAMS AND EVENTS FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE BOARD OF DIRECTORS ARE ELECTED BY THE BOARD ITSELF AT ITS ANNUAL MEETING. FORM 990, PART VI, SECTION A, LINE 8B NO COMMITTEE HAS AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS REVIEWED BY THE CEO AND THE VP OF FINANCE; THE 990 IS ALSO MADE AVAILABLE TO THE BOARD TO REVIEW BEFORE IT IS SIGNED. FORM 990, PART VI, SECTION B, LINE 15A MARKET VALUES ARE DETERMINED WITHIN BUDGET CONSTRAINTS AND COMPARABLE POSITIONS IN THE REGION. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST