CLERMONT FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CLERMONT FOUNDATION (EIN 27-3143754)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-14
- IRS object ID
- 201321349349304822
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-14T14:26:46-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541149263 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YOUNT HYDE & BARBOUR PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2560 | AddressLine1 |
| City | WINCHESTER | City |
| State | VA | State |
| ZIP Code | 226041760 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273143754 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CLERMONT FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CLER | NameControl |
| Phone | 5409550102 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 EAST MAIN STREET | AddressLine1 |
| City | BERRYVILLE | City |
| State | VA | State |
| ZIP Code | 22611 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT STIEG JR | Name |
| Title | CEO | Title |
| Phone | 5408372790 | Phone |
| Date Signed | 2013-05-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | OLIVIA A HUTTON CPA | Name |
| PTIN | P00964688 | PTIN |
| Phone | 5406623417 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ROBERT STIEG JR | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 32 | AddressLine1 |
| City | MILLWOOD | City |
| State | VA | State |
| ZIP Code | 22646 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 407124 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | CLERMONTFARM.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2010 | YearFormation |
| State Legal Domicile | VA | StateLegalDomicile |
| Activity Or Mission Description | THE CLERMONT FOUNDATION SUPPORTS EDUCATION AND RESEARCH PROGRAMS IN HISTORIC PRESERVATION AND AGRICULTURE AT CLERMONT FARM (1750) FOR STUDENTS, SCHOLARS, AND THE PUBLIC. THESE PROGRAMS ARE PLANNED AND DEVELOPED IN PARTNERSHIP WITH CLERMONT'S OWNER, THE VIRGINIA DEPARTMENT OF HISTORIC RESOURCES, AND WITH LOCAL AND REGIONAL ORGANIZATIONS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 11 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 7 | TotalNbrEmployees |
| Total Nbr Volunteers | 13 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 4065749 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 56661 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 42147 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 42334 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 186911 | InvestmentIncomePriorYear |
| Investment Income Current Year | 301071 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 4016 | OtherRevenuePriorYear |
| Other Revenue Current Year | 7058 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4298823 | TotalRevenuePriorYear |
| Total Revenue Current Year | 407124 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 35549 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 31998 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 367175 | OtherExpensePriorYear |
| Other Expenses Current Year | 318385 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 402724 | TotalExpensesPriorYear |
| Total Expenses Current Year | 350383 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 3896099 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 56741 | RevenuesLessExpensesCY |
| Total Assets BOY | 3722065 | TotalAssetsBOY |
| Total Assets EOY | 3888516 | TotalAssetsEOY |
| Total Liabilities BOY | 19476 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 12691 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3702589 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 3875825 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE CLERMONT FOUNDATION SUPPORTS EDUCATION AND RESEARCH PROGRAMS IN HISTORIC PRESERVATION AND AGRICULTURE AT CLERMONT FARM (1750) FOR STUDENTS, SCHOLARS, AND THE PUBLIC. THESE PROGRAMS ARE PLANNED AND DEVELOPED IN PARTNERSHIP WITH CLERMONT'S OWNER, THE VIRGINIA DEPARTMENT OF HISTORIC RESOURCES, AND WITH LOCAL AND REGIONAL ORGANIZATIONS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 79502 | Expense |
| Description | TO PRESERVE THE EIGHT HISTORIC BUILDINGS, THE COLLECTION OF HISTORICAL OBJECT AND FURNISHINGS, AND THE ARCHIVES, TO CONTINUE SCHOLARLY STUDY AND INCREASE PUBLIC ACCESS, AND TO COMPLETE A PLAN FOR THE LONG-TERM USE AND INTERPRETATION OF THIS STATE-OWNED SITE. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 124621 | Expense |
| Revenue | 49392 | Revenue |
| Description | TO CONTINUE AND IMPROVE THE HISTORIC FARM, BY PREPARING A REVISED PLANTING PROGRAM TO BRING ITS PASTURES INTO BETTER CONDITION AND TO COMPLETE ITS INNOVATIVE ROTATIONAL GRAZING. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 45729 | Expense |
| Description | TO COMPLETE THE MUSEUM CATALOGUING OF ALL THE HISTORIC OBJECTS AND FURNISHINGS, AND TO ARCHIVE AND DESCRIBE ITS LARGE COLLECTION OF HISTORIC PHOTOGRAPHS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 249852 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 15 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 7 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 11 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 11 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT STIEG JR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5409550102 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 E MAIN STREET | AddressLine1 |
| City | BERRYVILLE | City |
| State | VA | State |
| ZIP Code | 22611 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (12 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| CLAY BRUMBACK | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| DOROTHY DAVIS | ||||||
| SECRETARY | 2.00 | X | 0 | 0 | 0 | X |
| TUPPER DORSEY | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| DOUG LAWRENCE | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| JOHN P LEWIS | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| TIMOTHY MAYFIELD | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| DEV MORRISON | ||||||
| TREASURER | 2.00 | X | 0 | 0 | 0 | X |
| MIKE MURPHY | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| WILLIAM STAPLES | ||||||
| PRESIDENT | 2.00 | X | 0 | 0 | 0 | X |
| JOSEPH WHITEHORNE | ||||||
| VICE PRESIDENT | 2.00 | X | 0 | 0 | 0 | X |
| PATRICIA ZONTINE | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| ROBERT STIEG JR | ||||||
| CEO | 40.00 | 66500 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 66500 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Government Grants | 37990 | GovernmentGrants |
| All Other Contributions | 18671 | AllOtherContributions |
| Total Contributions | 56661 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| SALE OF LIVESTOCK | 900099 | 39972 | 39972 |
| HAY SALES | 900099 | 1285 | 1285 |
| CREP INCOME | 900099 | 1077 | 1077 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 42334 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 301071 | TotalRevenueColumn |
| Exclusion | $301,071 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 7058 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7058 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 7058 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 407124 | TotalRevenueColumn |
| Related Or Exempt Function Income | 49392 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $301,071 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29910 | Total |
| Program Services | 17946 | ProgramServices |
| Management And General | 11964 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2088 | Total |
| Program Services | 2088 | ProgramServices |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70087 | Total |
| Program Services | 42052 | ProgramServices |
| Management And General | 28035 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21125 | Total |
| Management And General | 21125 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21291 | Total |
| Management And General | 21291 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 300 | Total |
| Management And General | 300 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9148 | Total |
| Program Services | 4574 | ProgramServices |
| Management And General | 4574 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19729 | Total |
| Program Services | 15783 | ProgramServices |
| Management And General | 3946 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3756 | Total |
| Program Services | 1878 | ProgramServices |
| Management And General | 1878 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11966 | Total |
| Program Services | 9573 | ProgramServices |
| Management And General | 2393 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17125 | Total |
| Program Services | 13700 | ProgramServices |
| Management And General | 3425 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| FARM SERVICES | 40583 | 40583 |
| IMPROVEMENTS & MAINTENA | 27859 | 27859 |
| CONTRACT CURATORIAL SER | 16810 | 16810 |
| PLANNING & ASSESSMENT | 15960 | 15960 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42646 | Total |
| Program Services | 41046 | ProgramServices |
| Management And General | 1600 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 350383 | Total |
| Program Services | 249852 | ProgramServices |
| Management And General | 100531 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9186 | BOY |
| EOY | 13952 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3451751 | BOY |
| EOY | 3573400 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2885 | BOY |
| EOY | 3200 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 331910 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 33946 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 258243 | BOY |
| EOY | 297964 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3722065 | BOY |
| EOY | 3888516 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8065 | BOY |
| EOY | 9214 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9111 | BOY |
| EOY | 1327 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2300 | BOY |
| EOY | 2150 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19476 | BOY |
| EOY | 12691 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3702589 | BOY |
| EOY | 3875825 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3702589 | BOY |
| EOY | 3875825 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3722065 | BOY |
| EOY | 3888516 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 56741 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 116495 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Other | X | MethodOfAccountingOther |
| Accountant Compile Or Review | 1 | AccountantCompileOrReview |
Accountant Compile Or Review Basis AccountantCompileOrReviewBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | 0 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 40648 | CurrentTaxYearMinus1Year |
| Current Tax Year | 69824 | CurrentTaxYear |
| Total | 110472 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 41385 | CurrentTaxYearMinus1Year |
| Current Tax Year | 117497 | CurrentTaxYear |
| Total | 158882 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 82033 | CurrentTaxYearMinus1Year |
| Current Tax Year | 187321 | CurrentTaxYear |
| Total | 269354 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 269354 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 146513 | CurrentTaxYearMinus1Year |
| Current Tax Year | 339061 | CurrentTaxYear |
| Total | 485574 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 4016 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7058 | CurrentTaxYear |
| Total | 11074 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 766002 | TotalSupport |
| Gross Receipts From Admissions Etc | 84481 | GrossReceiptsFromAdmissionsEtc |
| First5 Years170 | X | First5Years170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 204067 | OtherCostOrOtherBasis |
| Depreciation | 6600 | Depreciation |
| Book Value | 197467 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 68257 | OtherCostOrOtherBasis |
| Depreciation | 27346 | Depreciation |
| Book Value | 40911 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 59586 | OtherCostOrOtherBasis |
| Book Value | 59586 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 297964 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SECURITY DEPOSITS | Description |
| Amount | $2,150 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2150 | TotalOfAmounts |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | SCHEDULE D, PART III, LINE 1A - TO COMPLETE THE MUSEUM CATALOGUING OF ALL THE HISTORIC OBJECTS AND FURNISHINGS, AND TO ARCHIVE AND DESCRIBE ITS LARGE COLLECTION OF HISTORIC PHOTOGRAPHS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FOUNDATION PROVIDES THE BOARD OF DIRECTORS WITH A COPY OF THE 990 TO REVIEW PRIOR TO FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | TO IMPLEMENT THIS POLICY, TRUSTEES WILL SUBMIT ANNUAL REPORTS AND WILL MAKE DISCLOSURES BEFORE ANY RELEVANT BOARD OR COMMITTEE ACTION. THESE REPORTS WILL BE REVIEWED BY THE TRUSTEES OF AN APPOINTED COMMITTEE OF TRUSTEES, WHICH WILL ATTEMPT TO RESOLVE ANY ACTUAL OR POTENTIAL CONFLICT(S) AND, IN THE ABSENCE OF RESOLUTION, REFER THE MATTER TO THE TRUSTEES. | |
| FORM 990, PART VI, SECTION B, LINE 15A | COMPENSATION IS REVIEWED BY THE BOARD OF DIRECTORS USING LOCAL NON-PROFIT DATA. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART IX, LINE 24E | FARM SUPPLIES: PROGRAM SERVICE EXPENSES 11,233. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,233. GENERAL PROPERTY SUPERVISION: PROGRAM SERVICE EXPENSES 8,160. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,160. COLLECTIONS STORAGE AND CONSERVATION: PROGRAM SERVICE EXPENSES 7,570. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,570. EQUIPMENT REPAIRS & MAINTENANCE: PROGRAM SERVICE EXPENSES 6,887. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,887. FUEL: PROGRAM SERVICE EXPENSES 4,524. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,524. OTHER: PROGRAM SERVICE EXPENSES 1,140. MANAGEMENT AND GENERAL EXPENSES 1,600. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,740. MUSEUM SERVICES: PROGRAM SERVICE EXPENSES 1,532. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,532. | ALL OTHER FUNCTIONAL EXPENSES |
| FORM 990, ,PART XI, LINE 1 | THE FOUNDATION USES THE MODIFIED CASH BASIS OF ACCOUNTING. | |
| FORM 990, PART XII, LINE 2C | NO CHANGE FROM PRIOR YEAR. |
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