2021-11-15T12:35:16-06:00 2021-06-30 521711839 COUNCILOR BUCHANAN & MITCHELL PC 7910 WOODMONT AVE STE 500 BETHESDA MD 20814 990 2020-07-01 521284368 THE BOARD OF REGENTS OF GUNSTON HALL INCORPORATED BOAR 7035509220 10709 GUNSTON ROAD MASON NECK VA 22079 SCOTT STROH III EXECUTIVE DIRECTOR 7035509220 2021-11-13 1 SCOTT STROH III XXX-XX-XXXX DANIEL L WEAVER P01249346 3019860600 2021-11-13 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z SCOTT STROH III 10709 GUNSTON ROAD MASON NECK VA 22079 4028094 0 X WWW.GUNSTONHALL.ORG X 1982 VA TO STIMULATE THE EXPLORATION AND UNDERSTANDING OF PRINCIPLES EXPRESSED BY GEORGE MASON IN THE 1776 DECLARATION OF RIGHTS. 45 45 13 124 0 0 1402122 949738 47456 3180 157324 178244 50982 52992 1657884 1184154 100000 0 0 0 572459 636573 0 0 133197 401876 380281 1074335 1016854 583549 167300 5140759 5658143 173749 114758 4967010 5543385 X TO STIMULATE THE EXPLORATION AND UNDERSTANDING OF PRINCIPLES EXPRESSED BY GEORGE MASON IN THE 1776 DECLARATION OF RIGHTS. 0 0 165591 RESTORATION - PROVIDING FOR THE PRESERVATION, MAINTENANCE, AND CARE OF THE 554-ACRE HISTORIC SITE INCLUDING THE 1755 MANSION AND 12 ASSOCIATED BUILDINGS. WORK INCLUDES PROJECTS OF VARIOUS SIZES AND SCOPES INCLUDING MECHANICAL REPAIRS, PAINTING, AND PLANNING FOR THE LONG-TERM PRESERVATION OF THE PROPERTY AND ITS ASSETS. 310285 3180 EDUCATION - PROVIDING EDUCATIONAL TOURS AND PROGRAMS TO THE VISITING PUBLIC, INCLUDING SCHOOL CHILDREN; RESEARCHING AND DESIGNING EXHIBITS, SIGNAGE, TOUR AND BROCHURE CONTENT AND ASSISTING WITH STAFF AND VOLUNTEER TRAINING. 130600 COLLECTIONS AND RESEARCH - GUNSTON HALL CONTINUES GEORGE MASON'S LEGACY OF CONTINUING EDUCATION BY INVESTING IN A WORLD-CLASS, ON SITE REFERENCE LIBRARY, RARE BOOK COLLECTION, AND THE LARGEST ASSEMBLY OF MASON-FAMILY RELATED ARCHIVES IN THE UNITED STATES. 41131 BUSINESS ENTERPRISES 41131 647607 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 5 0 1 13 1 0 0 0 0 0 0 0 0 0 0 0 0 X 45 45 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 VA X THE ORGANIZATION 7035509220 10709 GUNSTON ROAD MASON NECK VA 22079 MRS JAMES CHRIS CAMMACK III PRES. OF NATIONAL SOCIETY 2.00 X X 0 0 0 MRS NANCY DRAKE BULLARD REED PRES. OF VIRGINIA SOCIETY 2.00 X X 0 0 0 MRS THOMAS KNIGHT MCATEER FIRST REGENT 5.00 1.00 X X 0 0 0 MISS PENELOPE PAYNE VICE REGENT 2.00 X X 0 0 0 MRS ROBERT H PERRY TREASURER 2.00 X X 0 0 0 MRS HENRY WALTER III ASSISTANT TREASURER 2.00 X X 0 0 0 MRS JOHN B RUSH RECORDING SECRETARY 2.00 X X 0 0 0 MRS ALEXANDER C MCLEOD CORRESPONDING SECRETARY 2.00 X X 0 0 0 MS KATHERINE MCCRACKEN DAVIS VOTING TRUSTEE 1.00 X 0 0 0 MRS ROBERT C CAYLOR II VOTING TRUSTEE 1.00 X 0 0 0 MRS CARLOS BUJOSA VOTING TRUSTEE 1.00 X 0 0 0 MRS JOHN P COOKE VOTING TRUSTEE 1.00 X 0 0 0 MRS THOMAS L GIDDENS VOTING TRUSTEE 1.00 X 0 0 0 MRS CLARK RICHARD BAVIN JR VOTING TRUSTEE 1.00 X 0 0 0 MRS DAVID HOCKENSMITH VOTING TRUSTEE 1.00 X 0 0 0 MRS ROBERT B FIELD JR VOTING TRUSTEE 1.00 X 0 0 0 MRS DAVID LINVILLE VOTING TRUSTEE 1.00 X 0 0 0 MS MARY CHRISTINE LOVE VOTING TRUSTEE 1.00 X 0 0 0 MRS JAMES LANDRUM PARKER VOTING TRUSTEE 1.00 X 0 0 0 MRS RICHARD S CLEARY VOTING TRUSTEE 1.00 X 0 0 0 MS MIRIAM MAY HUNDLEY VOTING TRUSTEE 1.00 X 0 0 0 MRS DOUGLAS NEAL KELLY VOTING TRUSTEE 1.00 X 0 0 0 MRS WILLIAM MALCOLM KILPATRICK VOTING TRUSTEE 1.00 X 0 0 0 MRS JOHN A SHUTKIN VOTING TRUSTEE 1.00 X 0 0 0 MRS ELIZABETH MORRIS KINGSTON VOTING TRUSTEE 1.00 X 0 0 0 MRS JONATHAN TRACE VOTING TRUSTEE 1.00 X 0 0 0 MRS JACOB VAN DYKE JR VOTING TRUSTEE 1.00 X 0 0 0 MRS CYNTHIA H LAFFERTY VOTING TRUSTEE 1.00 X 0 0 0 MRS STEPHEN HOPKINS WHITE VOTING TRUSTEE 1.00 X 0 0 0 MRS GRAHAM BERKELEY WILLIAMS VOTING TRUSTEE 1.00 X 0 0 0 MRS HENRY B ROBERTSON VOTING TRUSTEE 1.00 X 0 0 0 MRS EDWARD SMOOT FINLEY VOTING TRUSTEE 1.00 X 0 0 0 MRS JUSTIN MARSHALL NICHOLSON VOTING TRUSTEE 1.00 X 0 0 0 MRS M PETER MADSEN II VOTING TRUSTEE 1.00 X 0 0 0 MRS RONALD LESTER SCHAEFFER VOTING TRUSTEE 1.00 X 0 0 0 MRS R DOUGLAS WHITE VOTING TRUSTEE 1.00 X 0 0 0 MRS SAMUEL BOBBITT DIXON VOTING TRUSTEE 1.00 X 0 0 0 MRS LARRY WARREN STEPHENSON VOTING TRUSTEE 1.00 X 0 0 0 MRS NANCY EVENSON LINDLEY VOTING TRUSTEE 1.00 X 0 0 0 MRS JOEL EDWARD STRAUCH VOTING TRUSTEE 1.00 X 0 0 0 MRS ROBERT WAYNE MONFORE VOTING TRUSTEE 1.00 X 0 0 0 MRS BRIAN SCHUTRUMPF VOTING TRUSTEE 1.00 X 0 0 0 MRS CHARLES JAMES SULLIVAN VOTING TRUSTEE 1.00 X 0 0 0 MRS RICHARD M TEMPERO VOTING TRUSTEE 1.00 X 0 0 0 MRS BRIEN DALE WARD VOTING TRUSTEE 1.00 X 0 0 0 MR SCOTT STROH III EXECUTIVE DIRECTOR 40.00 1.00 X 123482 0 27782 123482 0 27782 1 0 1 0 YOUR PART-TIME CONTROLLER PO BOX 1209 MOUNT LAUREL NJ 08054 ACCOUNTING 103084 1 18000 193782 148534 589422 949738 EDUCATIONAL PROGRAMS 900099 3180 3180 3180 51031 51031 22353 0 22353 22353 22353 2956735 2829522 127213 127213 127213 41383 14418 26965 26965 3674 3674 3674 1184154 29207 0 205209 48517 12129 14555 21833 455900 364358 20495 71047 88392 82020 431 5941 43764 40684 3080 488 488 145152 145152 19057 19057 94277 56308 20874 17095 30026 30026 67270 45567 7502 14201 2192 2192 MERCHANDISE 5396 5396 EDUCATIONAL EXPERIENCES 4716 4716 0 0 DUES AND SUBSCRIPTIONS 1750 1750 0 0 9957 2461 7496 1016854 647607 236050 133197 990734 943286 61270 37855 12525 27563 22167 5718 1729118 194464 1389215 1534654 2671977 3101938 5140759 5658143 78517 114758 95232 0 173749 114758 X 3373886 3823705 1593124 1719680 4967010 5543385 5140759 5658143 167300 409075 0 X X 0 1 X 1 0 X 639331 1247204 1333808 1402122 949738 5572203 639331 1247204 1333808 1402122 949738 5572203 775040 4797163 59782 70624 117967 101427 73384 423184 456 3674 4130 5999517 585453 0.79960 0.77130 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 53300 53300 53300 3907 3907 53300 53300 5116 5116 53300 53300 6025 6025 53300 51612 12069 10381 53300 1.00000 0 0 1543772 21730 1522042 83700 71088 12612 101646 101646 0 1534654 X 1659254 409075 70664 479739 1179515 19057 -14418 4639 1184154 1082879 70664 14418 85082 997797 19057 19057 1016854 PART III, LINE 1A: THE COLLECTIONS, WHICH ARE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE ORGANIZATION'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS IN THE CONSOLIDATED STATEMENT OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED, OR AS DECREASES IN TEMPORARILY RESTRICTED NET ASSETS IF THE ASSETS USED TO PURCHASE THE ITEMS WERE RESTRICTED BY DONORS. CONTRIBUTED COLLECTIONS ARE NOT REFLECTED ON THE CONSOLIDATED FINANCIAL STATEMENTS. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASSES. PART III, LINE 4: GUNSTON HALL'S COLLECTION OF OBJECTS TELLS THE STORY OF THE MASON FAMILY AND EIGHTEENTH-CENTURY LIFE IN COLONIAL VIRGINIA. STUDYING EACH PIECE AND HOW THE FAMILY USED IT PROVIDES AN AVENUE FOR APPRECIATING WHAT WAS IMPORTANT TO THEM. CONSIDERING WHERE AND WHEN THE PIECE WAS PURCHASED INFORMS OUR UNDERSTANDING OF HOW THE MASONS WANTED TO BE REPRESENTED TO OTHERS. CURRENTLY, THE COLLECTION CONTAINS OVER FIFTY PIECES OWNED BY THE MASON FAMILY IN ADDITION TO A LARGE COLLECTION OF MID-TO-LATE EIGHTEENTH CENTURY FURNISHINGS PRODUCED IN ENGLAND AND THE CHESAPEAKE REGION. PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT CONSISTS OF INDIVIDUAL FUNDS ESTABLISHED FOR THE RESTORATION OF GUNSTON HALL AND RELATED ACTIVTIES. THEIR ENDOWMENTS INCLUDE DONOR-RESTRICTED ENDOWMENT FUNDS. NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. PART X, LINE 2: THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND, AS SUCH, IT DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION RECOGNIZES INTEREST EXPENSE AND PENALTIES RELATED TO INCOME TAXES ON UNCERTAIN TAX POSITIONS IN MANAGEMENT AND GENERAL EXPENSES ON THE CONSOLIDATED STATEMENT OF ACTIVITIES AND CHANGE IN NET ASSETS AND ACCOUNTS PAYABLE AND ACCRUED EXPENSES ON THE CONSOLIDATED STATEMENT OF FINANCIAL POSITION. THERE IS NO PROVISION IN THESE CONSOLIDATED FINANCIAL STATEMENTS FOR PENALTIES AND INTEREST RELATED TO INCOME TAXES ON UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED JUNE 30, 2021 AND 2020. TAX YEARS PRIOR TO 2017 ARE NO LONGER SUBJECT TO EXAMINATION BY THE IRS OR THE TAX JURISDICTION OF VIRGINIA. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -14,418. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 14,418. X 0 0 0 0 0 0 0 0 0 MR SCOTT STROH III EXECUTIVE DIRECTOR 123482 0 0 0 0 0 480 0 27302 0 151264 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF TRUSTEES RECEIVES A COPY OF THE FORM 990 FOR REVIEW. ALL QUESTIONS ARE ADDRESSED PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C ALL DIRECTORS AND OFFICERS ARE REQUIRED ANNUALLY TO FILE CONFLICT OF INTEREST STATEMENTS. THE CONFLICT OF INTEREST STATEMENTS ARE MAINTAINED BY THE COMMONWEALTH OF VIRGINIA AND CONSISTENTLY MONITORED AND ENFORCED. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD OF REGENTS OF GUNSTON HALL, INC. COMPLETES A PERFORMANCE EVALUATION OF THE EXECUTIVE DIRECTOR ANNUALLY IN JUNE. THE EXECUTIVE COMMITTEE USES THIS REVIEW TO ALSO CONSIDER AND AUTHORIZE ANY CHANGE IN THE EXECUTIVE DIRECTOR'S COMPENSATION. ALL CONSIDERATION OF COMPENSATION FOR THE EXECUTIVE DIRECTOR IS ALSO BASED ON COMMONWEALTH OF VIRGINIA PAY BANDS FOR EXECUTIVE LEVEL POSITIONS, A REVIEW OF THE AMERICAN ALLIANCE OF MUSEUMS ANNUAL SALARY SURVEY, AN EVALUATION OF COMPENSATION LEVELS AT COMPARABLE ORGANIZATIONS AND FOR COMPARABLE POSITIONS IN VIRGINIA, AND AN ANALYSIS OF PREVAILING MARKET CONDITIONS. FORM 990, PART VI, SECTION C, LINE 19 THE BOARD OF REGENTS OF GUNSTON HALL, INCORPORATED MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. GUNSTON HALL FOUNDATION 10709 GUNSTON ROAD MASON NECK VA 22079 546121440 SUPPORT VA 501C 11B 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 GUNSTON HALL FOUNDATION C 193782