2026-03-11T23:06:08-04:00 2025-06-30 621409003 MULLINS CLEMMONS & MAYES PLLC 340 SEVEN SPRINGS WAY STE 720 BRENTWOOD TN 370275098 990 2024-07-01 620478087 ANDREW JACKSON FOUNDATION FKA LADIES' HERMITAGE ASSOCIATION ANDR 6158892941 4580 RACHELS LANE HERMITAGE TN 37076 JASON ZAJAC PRESIDENT & CEO 6158892941 2026-03-09 true true LARRY D MULLINS P00865882 6153708576 2026-03-11 2024 2025-03-06 01:10:19Z JASON ZAJAC 4580 RACHELS LN HERMITAGE TN 37076 8837961 false X HTTP://WWW.THEHERMITAGE.COM X 1889 TN TO PRESERVE THE 1,120 ACRE HISTORIC PROPERTY, MAINTAIN AND PRESERVE THE HERMITAGE MANSION AND 27 OTHER STRUCTURES AND COLLECTIONS INCLUDING NEW EXTERIOR PAINT AND INSTALLING A LIGHTNING PREVENTION SYSTEM, PROVIDE EDUCATIONAL PROGRAMS TO THE PUBLIC INCLUDING JR. DOCENT PROGRAM, HANDS-ON HISTORY, THE RACHEL VIRTUAL CLASS, HERMITAGE HOME SCHOOL DAYS, MAKE THE SITE AVAILABLE TO 220,000+/- GUESTS ANNUALLY, AND HOST EVENTS, PROGRAMS AND ACTIVITIES THAT INSPIRE A LOVE OF AMERICAN HISTORY INCLUDING BLACK HISTORY MONTH, THE BATTLE OF NEW ORLEANS AND VETERAN'S DAY PROGRAMS. 23 23 73 35 34442 16041 4082486 1599450 3560880 3393934 272870 423570 896710 372656 8812946 5789610 450 500 0 3626439 3173490 0 437696 3241948 3113048 6868837 6287038 1944109 -497428 19121937 18126188 4538063 3651714 14583874 14474474 THE MISSION OF THE ANDREW JACKSON FOUNDATION IS TO PRESERVE THE HOME PLACE OF ANDREW JACKSON, TO CREATE LEARNING OPPORTUNITIES, AND TO INSPIRE CITIZENSHIP THROUGH EXPERIENCING THE LIFE AND UNIQUE IMPACT OF JACKSON. false false 5191803 500 3834214 ENCOMPASSING ONE PRIMARY PROGRAM AND IN SUPPORT OF OUR MISSION, THE HERMITAGE WELCOMED OVER 170,000 GUESTS TO THE PROPERTY DURING THE FISCAL YEAR INCLUDING OVER 15,000 SCHOOL CHILDREN WHO PARTICIPATED IN ADDITIONAL EDUCATIONAL ACTIVITIES. 5191803 true true false true false false false true false true true false false false true true true false false false false false false false true false false false false true false false false false false false false false false false false false false false false false false true 49 0 73 true true true false false false false true true false false false false false false false false X 23 23 false false false false false true false true true false false true true true true true true true true false TN X JASON ZAJAC 6158892941 4580 RACHELS LANE HERMITAGE TN 37076 JASON ZAJAC PRESIDENT & 50.00 X X 186862 0 15818 HOWARD KITTELL PAST CEO 0.00 X 17063 0 484 SUSAN ABASHAM BOARD MEMBER 2.00 X 0 0 0 JANET AYERS BOARD MEMBER 2.00 X 0 0 0 MITCHEL BONE BOARD MEMBER 2.00 X 0 0 0 MAREES CHOPPIN TREASURER 2.00 X X 0 0 0 JEFF DAHLGREN BOARD MEMBER 2.00 X 0 0 0 KARL F DEAN BOARD MEMBER 2.00 X 0 0 0 ANDREW JACKSON AJ DONELSON SECRETARY 2.00 X X 0 0 0 DJ FARRIS BOARD MEMBER 2.00 X 0 0 0 IRWIN E FISHER BOARD MEMBER 2.00 X 0 0 0 JIM FREE BOARD MEMBER 2.00 X 0 0 0 HARRISON FRIST BOARD MEMBER 2.00 X 0 0 0 JAMES A HALTOM VICE REGENT 2.00 X X 0 0 0 TRE HARGETT EX OFFICIO 2.00 X 0 0 0 SHANE HOOPER BOARD MEMBER 2.00 X 0 0 0 JOHN NAU III REGENT EMERI 2.00 X X 0 0 0 WL GRAY JR BOARD MEMBER 2.00 X 0 0 0 BRIAN KILMEADE BOARD MEMBER 2.00 X 0 0 0 PAM KOBAN REGENT 2.00 X X 0 0 0 MARA LIASSON BOARD MEMBER 2.00 X 0 0 0 MICHAEL SHANE NEAL BOARD MEMBER 2.00 X 0 0 0 LAURA SMITH BOARD MEMBER 2.00 X 0 0 0 DEEDEE WADE BOARD MEMBER 2.00 X 0 0 0 BO WATSON EX OFFICIO 2.00 X 0 0 0 SUSAN H WHITAKER BOARD MEMBER 2.00 X 0 0 0 KURT WINSTEAD BOARD MEMBER 2.00 X 0 0 0 CAROL YOCHEM IMMEDIATEPAS 2.00 X X 0 0 0 203925 16302 1 false true false WRIGHT CONSTRUCTION 204 SHADY GROVE RD NASHVILLE TN 37214 CONSTRUCTION 192650 FAYETTE JANITORIAL SERVICES LLC 7120 HWY 76 SOMERVILLE TN 38068 JANITORIAL 181508 NASHVILLE ELECTRIC SERVICE 1214 CHURCH ST 100 NASHVILLE TN 37246 CONSTRUCTION 118859 WASCO INC 1122 2ND AVE N NASHVILLE TN 37208 CONSTRUCTION 112810 SPEAK CREATIVE 1625 BROADWAY UNIT 510 NASHVILLE TN 37203 WEBSITE HOST 104270 7 36040 1600 686633 875177 16248 1599450 ADMISSIONS AND PROGRAMS 3378734 3378734 CAFE RENTAL 15200 15200 3393934 189183 189183 945 945 77480 77480 77480 77480 2516925 41000 2274673 48865 242252 -7865 234387 234387 100933 1600 86657 14276 805734 638156 167578 143613 23965 OTHER INCOME 101900 101900 VENDOR REVENUE SHARE 453220 10477 10477 112377 5789610 3834214 34442 307228 500 500 220227 88091 66068 66068 2463956 2096538 167006 200412 33508 27501 968 5039 255734 199157 37763 18814 200065 157257 27936 14872 23166 23166 47283 47283 570122 383765 186357 331899 274915 180 56804 295717 241203 41877 12637 113851 81913 3850 28088 700576 698351 1179 1046 5508 2256 2943 309 732322 728208 4114 179035 139745 25818 13472 CREDIT CARD FEES 80847 55210 7459 18178 PAYROLL PROCESSING FEES 19249 15181 2605 1463 INSTITUATIONAL MEMBERSHIP 7811 3290 4027 494 UB INCOME TAXES 6940 6940 -1278 -1278 6287038 5191803 657539 437696 294572 171283 342292 396482 329944 19000 22499 200952 167784 16319 3328 21879211 12168689 9666939 9710522 7741396 7037749 507024 620040 19121937 18126188 379191 222399 4022756 3302101 136116 127214 4538063 3651714 X 12283063 12184818 2300811 2289656 14583874 14474474 19121937 18126188 X -497428 627980 -239952 X false true X true false X 1685433 1588114 4176068 4082486 1599450 13131551 1685433 1588114 4176068 4082486 1599450 13131551 2396890 10734661 60136 32563 102876 194746 189183 579504 12421 304668 229771 217157 134086 898103 809988 848512 200196 198221 112377 2169294 16778452 20610984 0.63980 0.67400 X PART II, LINE 10 OTHER INCOME 956,314 PPP LOAN FORGIVENESS 1,212,980 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 90000 90000 false SCHEDULE C, PART II-B, LINE 1 ANDREW JACKSON FOUNDATION CONTRACTED MCMAHAN WINSTEAD & RICHARDSON TO FAMILIARIZE LEADERS IN THE STATE LEGISLATURE AND THE APPROPRIATE GOVERNMENT OFFICIALS RELATIVE TO THE WORK AND PRIORITIES OF THE FOUNDATION. THIS INCLUDES COUNSELING AND ADVISING THE FOUNDATION IN ALL LEGISLATIVE AND ADMINISTRATIVE MATTERS, ACTING AS A LIASON BETWEEN THE FOUNDATION AND RELEVANT STATE GOVERNMENT OFFICIALS, AND COMMUNICATING AND MITIGATING MISGUIDED INFORMATION OR RUMORS. THE TOTAL LOBBYING EXPENDITURES WERE NOT SUBSTANTIAL: 90K VS. 6.9M IN TOTAL EXPENSES. THIS REPPRESENTS APPROXIMATELY 1.3% OF THE TOTAL EXPENDITURES FOR THE FISCAL YEAR. 11274982 X false 1328113 1328113 1219138 108975 1328113 219118 1000020 1219138 116968 102150 219118 115318 1650 116968 0.06990 0.93010 false false 331597 331597 15018454 8596460 6421994 1920416 437368 1483048 3152947 2712343 440604 1455797 422518 1033279 9710522 ACCRUED SALARIES & WAGES 121911 SALES TAX PAYABLE 5303 127214 X 6851069 627980 720713 1348693 5502376 47283 239951 287234 5789610 6960468 720713 720713 6239755 47283 47283 6287038 SCHEDULE D, PAGE 3, PART X THE FOUNDATION IS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, ("THE CODE") AND IS NOT CLASSIFIED AS A PRIVATE FOUNDATION. AS SUCH, ONLY UNRELATED BUSINESS INCOME, AS DEFINED BY SECTIONS 512(A)(1) OF THE CODE, IS SUBJECT TO FEDERAL INCOME TAX. THE FOUNDATION'S PRIMARY SOURCE OF UNRELATED BUSINESS INCOME IS A PORTION OF THE MUSEUM STORE'S ACTIVITY. THE FOUNDATION'S EXPENSE FOR FEDERAL INCOME TAX ON UNRELATED BUSINESS ACTIVITIES TOTALED 5,855 AND 9,164 FOR THE YEARS ENDED JUNE 30, 2025 AND 2024, RESPECTIVELY. THE FOUNDATION FILES AN ANNUAL INFORMATION RETURN (FORM 990) AND AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE U.S. GOVERNMENT. AT JUNE 30, 2025, THE FOUNDATION IS NO LONGER SUBJECT TO U.S. TAX EXAMINATIONS OF THESE RETURNS BY TAX AUTHORITIES FOR YEARS BEFORE JUNE 30, 2021. THE FOUNDATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS WHICH ARE MATERIAL TO THE FINANCIAL STATEMENTS. SCHEDULE D, PAGE 4, PART XI, LINE 2D COST OF GOODS SOLD 638,156 SPECIAL EVENT EXPENSES 82,557 SCHEDULE D, PAGE 4, PART XI, LINE 4B BOOK/TAX DIFFERENCES 239,951 SCHEDULE D, PAGE 4, PART XII, LINE 2D COST OF GOODS SOLD 638,156 SPECIAL EVENT EXPENSES 82,557 FUNDRAISING - S 102533 1600 100933 86657 102533 1600 100933 86657 86657 14276 X X false false false false false false false false false JASON ZAJAC PRESIDENT & CEO 186862 15818 202680 FORM 990, PAGE 6, PART VI, LINE 7A THE MEMBERS OF THE BOARD OF DIRECTORS ARE ELECTED BY THE BOARD ITSELF AT ITS ANNUAL MEETING. FORM 990, PAGE 6, PART VI, LINE 11B 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, PAGE 6, PART VI, LINE 12C NEW BOARD MEMBERS ARE TRAINED ON POLICY AND PROCEDURE WHICH CONTAINS THE CONFLICT OF INTEREST POLICY. FORM 990, PAGE 6, PART VI, LINE 15A THE CEO IS REVIEWED BY A BOARD COMMITTEE AND ITEMS ADDRESSED IN THE MULTI- YEAR CONTRACT ARE ASSESSED. FOR SALARIES OF CEO AND OTHER EXECUTIVES, MARKET VALUES ARE DETERMINED WITHIN BUDGET CONSTRAINTS AND COMPARABLE POSITIONS IN THE REGION. FORM 990, PAGE 6, PART VI, LINE 15B FOR SALARIES OF CEO AND OTHER EXECUTIVES,MARKET VALUES ARE DETERMINED WITHIN BUDGET CONSTRAINTS AND COMPARABLE POSITIONS IN THE REGION. FORM 990, PAGE 6, PART VI, LINE 19 AVAILABLE UPON REQUEST. FINANCIAL INFORMATION IS ALSO DISCLOSED IN THE ANNUAL REPORT. FORM 990, PART XI, LINE 9 BOOK/TAX DIFFERENCES -239,951 ROUNDING -1 TOTAL -239,952