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INDEPENDENCE HISTORICAL TRUST: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
INDEPENDENCE HISTORICAL TRUST (EIN 23-7179598)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-09-29
IRS object ID
202312729349300226
Schema version
2022v5.0
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

FieldValueIRS element (for citing)
Return2023-09-29T10:57:18-04:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN272001590PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1J MILLER & ASSOCIATES LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 27308AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19118ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237179598EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1INDEPENDENCE HISTORICAL TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlINDEBusinessNameControlTxt
Phone2158614971PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1143 S 3RD STREETAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19106ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS CARAMANICOPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone2158614971PhoneNum
Signature2023-09-27SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstTHOMASPersonFirstNm
Person LastCARAMANICOPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOYCE MILLERPreparerPersonNm
PTINP00047160PTIN
Phone2156001701PhoneNum
Preparation2023-09-27PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerTHOMAS CARAMANICOPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1143 S 3RD STREETAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19106ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,804,422GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressHTTP://WWW.INHT.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1972FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionTO RAISE FUNDS TO FULFILL THE MISSION OF INDEPENDENCE NATIONAL HISTORICAL PARK.ActivityOrMissionDesc
Voting Members Governing Body11VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers59TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$1,806,837PYContributionsGrantsAmt
CY Contributions Grants$1,577,009CYContributionsGrantsAmt
PY Program Service Revenue$131,016PYProgramServiceRevenueAmt
CY Program Service Revenue$139,895CYProgramServiceRevenueAmt
PY Investment Income$36,004PYInvestmentIncomeAmt
CY Investment Income$30,838CYInvestmentIncomeAmt
CY Other Revenue-$25,497CYOtherRevenueAmt
PY Total Revenue$1,973,857PYTotalRevenueAmt
CY Total Revenue$1,722,245CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$64,155PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$159,928CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$72,378PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$63,250CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$159,157CYTotalFundraisingExpenseAmt
PY Other Expenses$1,282,940PYOtherExpensesAmt
CY Other Expenses$1,468,755CYOtherExpensesAmt
PY Total Expenses$1,419,473PYTotalExpensesAmt
CY Total Expenses$1,691,933CYTotalExpensesAmt
PY Revenues Less Expenses$554,384PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$30,312CYRevenuesLessExpensesAmt
Total Assets BOY$5,798,816TotalAssetsBOYAmt
Total Assets EOY$5,313,562TotalAssetsEOYAmt
Total Liabilities BOY$149,609TotalLiabilitiesBOYAmt
Total Liabilities EOY$59,219TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$5,649,207NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$5,254,343NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO RAISE FUNDS TO FULFILL THE MISSION OF INDEPENDENCE NATIONAL HISTORICAL PARK AND PROMOTING ITS HISTORICAL,SCIENTIFIC, EDUCATIONAL AND INTERPRETIVE ACTIVITIES.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$1,290,934ExpenseAmt
Revenue$139,895RevenueAmt
DescIN 2022, THE ORGANIZATION CELEBRATED ITS 50TH ANNIVERSARY AND DURING THAT YEAR, ACCOMPLISHED THE FOLLOWING PROGRAMMATIC ACTIVITIES: 1) FUNDRAISING: COMPLETED THE FUNDRAISING OF A 4.5 MILLION CAMPAIGN TO PAY FOR THE DESIGN OF THE CONSTRUCTION FOR THE REHABILITATION OF THE FIRST BANK OF THE UNITED STATES. THIS ACCOMPLISHMENT ENABLED THE PROJECT TO BE ELIGIBLE TO RECEIVE 30.1 MILLION IN THE FEDERAL FY 2023 GREAT AMERICAN OUTDOORS ACT FUNDING WHICH WILL PAY FOR CONSTRUCTION OF THE BUILDING. THE BUILDING IS SCHEDULED TO BE OPENED IN 2026. 2) 50TH ANNIVERSARY PROGRAM: WITH A GOAL TO INCREASE AWARENESS OF THE ORGANIZATION, THE PROGRAMS REACHED OVER 300 PEOPLE IN A PERIOD OF SIX MONTHS BY HOSTING EDUCATIONAL AND SOCIAL EVENTS. 3) FAMILY-FRIENDLY ACTIVITIES: WORKING WITH THE NATIONAL PARK SERVICE, HOSTED THE FIRST EVER FAMILY-FRIENDLY ACTIVITIES ON JULY 8TH IN CONJUNCTION WITH THE RE-ENACTMENT OF THE FIRST READING OF THE DECLARATION OF INDEPENDENCE. THE DAY SAW AN AVERAGE OF 79 VISITORS (TOTAL 556) ATTEND THE PROGRAM. 4) TWILIGHT TOURS: OFFERED FREE, EVENING WALKING TOURS ON THE HISTORY OF THE NATIONAL PARK. OVER 440 ATTENDANTS FROM 33 DIFFERENT STATES AND 18 FOREIGN COUNTRIES ATTENDED THE PROGRAM. 5)THROUGH FUNDS MANAGED BY THE TRUST, WE WERE ABLE TO ACCOMPLISH THE FOLLOWING: 5A)SUPPORT THE CREATION AND INSTALLATION TWO TEMPORARY EDUCATIONAL EXHIBITS IN THE PARK. 5B)REPLACED EXHIBIT PANELS AT THE PRESIDENT'S HOUSE SITE. 5C)SUPPORTED THE PARK'S EDUCATIONAL FIELD TRIPS: IN PARTNERSHIP WITH THE NATIONAL PARK SERVICE THE ORGANIZATION PROVIDED FUNDING TO OFFER VIRTUAL FIELD TRIPS. IN THE 2021-2022 SCHOOL YEAR, THE PROGRAM REACHED 54 SCHOOLS, 5,068 STUDENTS AND AT LEAST 140 TEACHERS. EDUCATION STAFF PRESENTED A TOTAL OF 112 PROGRAMS DURING THE SCHOOL YEAR.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$48,000ExpenseAmt
DescLOBBYING EXPENDITURESDesc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$48,000TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses$1,338,934TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstYes (true)ReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document28IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members11GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THOMAS CARAMANICOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2158614971PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1143 S 3RD STREETAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19106ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
THOMAS CARAMANICO
EXECUTIVE DI20.00Yes (X)Yes (X)$0$0$0
WILLIAM MARRAZZO
CHAIRMAN10.00Yes (X)Yes (X)$0$0$0
LEE JAMES WOOLLEY
VICE CHAIR5.00Yes (X)Yes (X)$0$0$0
KAREN KAUFMAN
TREASURER5.00Yes (X)Yes (X)$0$0$0
THOMAS G SPENCER
SECRETARY5.00Yes (X)Yes (X)$0$0$0
FLORA L BECKER
BOARD MEMBER5.00Yes (X)$0$0$0
EDWARD D'ALBA
BOARD MEMBER5.00Yes (X)$0$0$0
THOMAS G MORR
BOARD MEMBER5.00Yes (X)$0$0$0
JON C SIRLIN
BOARD MEMBER5.00Yes (X)$0$0$0
ALAN MANDELOFF
BOARD MEMBER5.00Yes (X)$0$0$0
ADRIAN MANTINI
BOARD MEMBER5.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
JOHN MILNER ARCHITECTS
104 LAKEVIEW DRIVECHADDSFORDPA19317FIRST BANK SERV$483,491
LOCAL PROJECTS
123 WILLIAM STREET SUITE 801NEW YORKNY10038FIRST BANK SERV$221,832
DAN BOSIN ASSOCIATES
135N 3RD STREETPHILADELPHIAPA19106FIRST BANK SERV$111,604
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt
Fundraising$222,863FundraisingAmt
All Other Contributions$1,354,146AllOtherContributionsAmt
Total Contributions$1,577,009TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescDEVELOPMENT FEE INCOMEDesc
Business900099BusinessCd
Total Revenue Column$139,895TotalRevenueColumnAmt
Related Or Exempt Func Income$139,895RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$139,895TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$30,838TotalRevenueColumnAmt
Exclusion$30,838ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$56,680FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$222,863ContriRptFundraisingEventAmt
Fundraising Direct Expenses$82,177FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$25,497TotalRevenueColumnAmt
Exclusion-$25,497ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,722,245TotalRevenueColumnAmt
Related Or Exempt Func Income$139,895RelatedOrExemptFuncIncomeAmt
Exclusion$5,341ExclusionAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$159,928TotalAmt
Program Services$39,963ProgramServicesAmt
Management And General$43,711ManagementAndGeneralAmt
Fundraising$76,254FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$4,855TotalAmt
Program Services$1,390ProgramServicesAmt
Management And General$3,465ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$11,000TotalAmt
Management And General$11,000ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$48,000TotalAmt
Program Services$48,000ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$63,250TotalAmt
Fundraising$63,250FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$139,895TotalAmt
Program Services$139,895ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$856TotalAmt
Management And General$856ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$20,373TotalAmt
Program Services$1,109ProgramServicesAmt
Management And General$12,903ManagementAndGeneralAmt
Fundraising$6,361FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$707TotalAmt
Management And General$707ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$5,239TotalAmt
Management And General$3,799ManagementAndGeneralAmt
Fundraising$1,440FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$10,513TotalAmt
Management And General$10,513ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PROGRAM EXPENSE$1,048,823$957,718$88,673$2,432
OUTSIDE CONTRACT SERVICES$155,925$149,984$3,446$2,495
SUPPLIES$11,900$606$8,562$2,732
PRINTING$4,927$269$465$4,193

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$5,742TotalAmt
Management And General$5,742ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,691,933TotalAmt
Program Services$1,338,934ProgramServicesAmt
Management And General$193,842ManagementAndGeneralAmt
Fundraising$159,157FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,655,231BOYAmt
EOY$2,746,640EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$823,500BOYAmt
EOY$602,822EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$2,320,085BOYAmt
EOY$1,964,100EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$5,798,816BOYAmt
EOY$5,313,562EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$140,048BOYAmt
EOY$59,219EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$9,561BOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$149,609BOYAmt
EOY$59,219EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$208,033BOYAmt
EOY$646,173EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,441,174BOYAmt
EOY$4,608,170EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,649,207BOYAmt
EOY$5,254,343EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,798,816BOYAmt
EOY$5,313,562EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$30,312ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$425,176NetUnrlzdGainsLossesInvstAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,278,857CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,068,444CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$164,578CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,806,837CurrentTaxYearMinus1YearAmt
Current Tax Year$1,577,009CurrentTaxYearAmt
Total$7,895,725TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,278,857CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,068,444CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$164,578CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,806,837CurrentTaxYearMinus1YearAmt
Current Tax Year$1,577,009CurrentTaxYearAmt
Total$7,895,725TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,113,722SubstantialContributorsTotAmt
Public Support Total170$6,782,003PublicSupportTotal170Amt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year$4,341CurrentTaxYearAmt
Total$4,341TotalAmt
FieldValueIRS element (for citing)
Total Support$7,900,066TotalSupportAmt
Gross Receipts Rltd Activities$139,895GrossReceiptsRltdActivitiesAmt
Public Support CY1700.85850PublicSupportCY170Pct
Public Support PY1700.94960PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
VolunteersfalseVolunteersInd
Paid Staff Or ManagementfalsePaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$48,000DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesfalseOtherActivitiesInd
Total Lobbying Expenditures$48,000TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,631,209BeginningYearBalanceAmt
Investment Earnings Or Losses-$394,461InvestmentEarningsOrLossesAmt
Other Expenditures$43,704OtherExpendituresAmt
End Year Balance$2,193,044EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,398,807BeginningYearBalanceAmt
Investment Earnings Or Losses$251,649InvestmentEarningsOrLossesAmt
Other Expenditures$19,247OtherExpendituresAmt
End Year Balance$2,631,209EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,153,831BeginningYearBalanceAmt
Investment Earnings Or Losses$244,976InvestmentEarningsOrLossesAmt
End Year Balance$2,398,807EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,974,595BeginningYearBalanceAmt
Investment Earnings Or Losses$179,236InvestmentEarningsOrLossesAmt
End Year Balance$2,153,831EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,963,932BeginningYearBalanceAmt
Contributions$10,663ContributionsAmt
End Year Balance$1,974,595EndYearBalanceAmt
FieldValueIRS element (for citing)
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Invst Program Related Org InvstProgramRelatedOrgGrp

FieldValueIRS element (for citing)
DescMARKETABLE SECURITIESDesc
Book Value$1,964,100BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Program Rltd$1,964,100TotalBookValueProgramRltdAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,383,740TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$425,176NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$86,671DonatedServicesAndUseFcltsAmt
Revenue Not Reported-$338,505RevenueNotReportedAmt
Revenue Subtotal$1,722,245RevenueSubtotalAmt
Total Revenue Per Form990$1,722,245TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,778,604TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$86,671DonatedServicesUseFcltsAmt
Expenses Not Reported$86,671ExpensesNotReportedAmt
Expenses Subtotal$1,691,933ExpensesSubtotalAmt
Total Expenses Per Form990$1,691,933TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE D, PAGE 3, PART XFormAndLineReferenceDesc
ExplanationTHE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, IF THE ORGANIZATION HAD INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAXEXEMPT PURPOSE IT WOULD BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. IN ADDITION, THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). THE ORGANIZATION HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS.ExplanationTxt

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1BRYAN AND JORDAN CONSULTING LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 29862AddressLine1Txt
CityRICHMONDCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23242ZIPCd
FieldValueIRS element (for citing)
ActivityPROJECTActivityTxt
Fundraiser Control Of FundsfalseFundraiserControlOfFundsInd
Gross Receipts$1,000,000GrossReceiptsAmt
Retained By Contractor$63,250RetainedByContractorAmt
Net To Organization$936,750NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$1,000,000TotalGrossReceiptsAmt
Total Retained By Contractors$63,250TotalRetainedByContractorsAmt
Total Net To Organization$936,750TotalNetToOrganizationAmt
Licensed StatesPALicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1QUILT OF AMERICEvent1Nm
Gross Receipts Event1$279,543GrossReceiptsEvent1Amt
Charitable Contri Event1$222,863CharitableContriEvent1Amt
Gross Revenue Event1$56,680GrossRevenueEvent1Amt
Other Direct Expenses Event1$82,177OtherDirectExpensesEvent1Amt
Gross Receipts Total$279,543GrossReceiptsTotalAmt
Charitable Contributions Tot$222,863CharitableContributionsTotAmt
Gross Revenue Total Events$56,680GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$82,177OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$82,177DirectExpenseSummaryEventsAmt
Net Income Summary-$25,497NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990SCHEDULE C PART 1-B WE ARE A 501C(3)NON-PROFIT ORGANIZATION AND THE NUMBERS WE WOULD FILE IN THIS SECTION ARE 0.
FORM 990, PAGE 2, PART III, LINE 4AIN 2022, THE ORGANIZATION CELEBRATED ITS 50TH ANNIVERSARY AND DURING THAT YEAR, ACCOMPLISHED THE FOLLOWING PROGRAMMATIC ACTIVITIES: 1) FUNDRAISING: COMPLETED THE FUNDRAISING OF A 4.5 MILLION CAMPAIGN TO PAY FOR THE DESIGN OF THE CONSTRUCTION FOR THE REHABILITATION OF THE FIRST BANK OF THE UNITED STATES. THIS ACCOMPLISHMENT ENABLED THE PROJECT TO BE ELIGIBLE TO RECEIVE 30.1 MILLION IN THE FEDERAL FY 2023 GREAT AMERICAN OUTDOORS ACT FUNDING WHICH WILL PAY FOR CONSTRUCTION OF THE BUILDING. THE BUILDING IS SCHEDULED TO BE OPENED IN 2026. 2) 50TH ANNIVERSARY PROGRAM: WITH A GOAL TO INCREASE AWARENESS OF THE ORGANIZATION, THE PROGRAMS REACHED OVER 300 PEOPLE IN A PERIOD OF SIX MONTHS BY HOSTING EDUCATIONAL AND SOCIAL EVENTS. 3) FAMILY-FRIENDLY ACTIVITIES: WORKING WITH THE NATIONAL PARK SERVICE, HOSTED THE FIRST EVER FAMILY-FRIENDLY ACTIVITIES ON JULY 8TH IN CONJUNCTION WITH THE RE-ENACTMENT OF THE FIRST READING OF THE DECLARATION OF INDEPENDENCE. THE DAY SAW AN AVERAGE OF 79 VISITORS (TOTAL 556) ATTEND THE PROGRAM. 4) TWILIGHT TOURS: OFFERED FREE, EVENING WALKING TOURS ON THE HISTORY OF THE NATIONAL PARK. OVER 440 ATTENDANTS FROM 33 DIFFERENT STATES AND 18 FOREIGN COUNTRIES ATTENDED THE PROGRAM. 5)THROUGH FUNDS MANAGED BY THE TRUST, WE WERE ABLE TO ACCOMPLISH THE FOLLOWING: 5A)SUPPORT THE CREATION AND INSTALLATION TWO TEMPORARY EDUCATIONAL EXHIBITS IN THE PARK. 5B)REPLACED EXHIBIT PANELS AT THE PRESIDENT'S HOUSE SITE. 5C)SUPPORTED THE PARK'S EDUCATIONAL FIELD TRIPS: IN PARTNERSHIP WITH THE NATIONAL PARK SERVICE THE ORGANIZATION PROVIDED FUNDING TO OFFER VIRTUAL FIELD TRIPS. IN THE 2021-2022 SCHOOL YEAR, THE PROGRAM REACHED 54 SCHOOLS, 5,068 STUDENTS AND AT LEAST 140 TEACHERS. EDUCATION STAFF PRESENTED A TOTAL OF 112 PROGRAMS DURING THE SCHOOL YEAR.
FORM 990, PAGE 2, PART III, LINE 4DLOBBYING EXPENDITURES
FORM 990, PART VLINE 2A: THE PAYROLL WAS PAID BY ANOTHER ORGANIZATION.
FORM 990, PAGE 6, PART VI, LINE 11BTHE FORM 990 IS REVIEWED BY THE EXECUTIVE COMMITTEE PRIOR TO FILING. THE BOARD OFFICERS WILL RECEIVE A COPY VIA EMAIL AND BE ABLE TO ASK QUESTIONS AND REVIEW.
FORM 990, PAGE 6, PART VI, LINE 12CMEMBERS OF THE BOARD ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST
FORM 990, PAGE 6, PART VI, LINE 19COPIES OF THE ORGANIZATION'S TAX RETURNS ARE MADE AVAILABLE TO THE PUBLIC ON GUIDESTAR'S WEBSITE AND UPON REQUEST.
FORM 990, PAGE 12, PART XII, LINE 2CTHE REVIEW PROCESS HAS NOT CHANGE FROM THE PRIOR YEAR.