LANDMARKS FOUNDATION OF MONTGOMERY: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- LANDMARKS FOUNDATION OF MONTGOMERY (EIN 63-0586480)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-08-05
- IRS object ID
- 201132179349300833
- Schema version
- 2010v3.4
- 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 | 2011-08-05T14:35:36-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERN BUTLER CAPILOUTO & MASSEY PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 230250 | AddressLine1 |
| City | MONTGOMERY | City |
| State | AL | State |
| ZIP Code | 361230250 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 630586480 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANDMARKS FOUNDATION OF MONTGOMERY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LAND | NameControl |
| Phone | 3342404500 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 COLUMBUS STREET | AddressLine1 |
| City | MONTGOMERY | City |
| State | AL | State |
| ZIP Code | 36104 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT MCLAIN | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 3342404500 | Phone |
| Date Signed | 2011-08-05 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MATTHEW D BINNS CPA | Name |
| Phone | 3342444100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 MCLAIN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 COLUMBUS STREET | AddressLine1 |
| City | MONTGOMERY | City |
| State | AL | State |
| ZIP Code | 36104 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 908464 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.OLDALABAMATOWN.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1967 | YearFormation |
| State Legal Domicile | AL | StateLegalDomicile |
| Activity Or Mission Description | LANDMARKS FOUNDATION OF MONTGOMERY, INC. WAS ORGANIZED TO FOSTER, ENCOURAGE AND LEAD THE HISTORIC PRESERVATION MOVEMENT IN THE CITY OF MONTGOMERY, ALABAMA. ITS MISSION IS TO PRESERVE, INTERPRET AND PRESENT CENTRAL ALABAMA'S ARCHITECTURE, HISTORY AND CULTURE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 28 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 28 | NbrIndependentVotingMembers |
| Total Nbr Employees | 42 | TotalNbrEmployees |
| Total Nbr Volunteers | 8 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 588184 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 332819 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 400661 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 424964 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 9193 | InvestmentIncomePriorYear |
| Investment Income Current Year | 5260 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 85637 | OtherRevenuePriorYear |
| Other Revenue Current Year | 87526 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1083675 | TotalRevenuePriorYear |
| Total Revenue Current Year | 850569 | 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 | 570668 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 483025 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 19174 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 276871 | OtherExpensePriorYear |
| Other Expenses Current Year | 269922 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 847539 | TotalExpensesPriorYear |
| Total Expenses Current Year | 752947 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 236136 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 97622 | RevenuesLessExpensesCY |
| Total Assets BOY | 1172322 | TotalAssetsBOY |
| Total Assets EOY | 1295577 | TotalAssetsEOY |
| Total Liabilities BOY | 23757 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 31215 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1148565 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1264362 | NetAssetsOrFundBalancesEOY |
| Mission Description | LANDMARKS FOUNDATION OF MONTGOMERY, INC. WAS ORGANIZED TO FOSTER, ENCOURAGE AND LEAD THE HISTORIC PRESERVATION MOVEMENT IN THE CITY OF MONTGOMERY, ALABAMA. ITS MISSION IS TO PRESERVE, INTERPRET AND PRESENT CENTRAL ALABAMA'S ARCHITECTURE, HISTORY AND CULTURE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 59968 | Expense |
| Revenue | 5260 | Revenue |
| Description | LANDMARKS FOUNDATION OF MONTGOMERY,INC. PROMOTES THE HISTORIC PRESERVATION OF HOMES IN THE CENTRAL ALABAMA AREA FOR THE USE AND ENJOYMENT OF THE PUBLIC. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 157270 | Expense |
| Revenue | 264000 | Revenue |
| Description | LANDMARKS FOUNDATION OF MONTGOMERY, INC. MAINTAINS HISTORIC PROPERTIES IN THE CENTRAL ALABAMA AREA FOR THE USE AND ENJOYMENT OF THE PUBLIC. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 219650 | Expense |
| Revenue | 227094 | Revenue |
| Description | LANDMARKS FOUNDATION OF MONTGOMERY, INC. OPERATES OLD ALABAMA TOWN, A 19TH AND 20TH CENTURY VILLAGE, TO EDUCATE THE PUBLIC ABOUT THE REGION'S HISTORIC PAST. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 436888 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | 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 | 0 | 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 |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 42 | 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 | 28 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 28 | 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 | 0 | ConflictOfInterestPolicy |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ROBERT MCLAIN | NamePerson |
| Telephone Number | 3342404500 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 COLUMBUS STREET | AddressLine1 |
| City | MONTGOMEY | City |
| State | AL | State |
| ZIP Code | 36104 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (29 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| LEE SELLERS | ||||||
| PRESIDENT | 1.00 | X | 0 | 0 | 0 | |
| AIMEE COBB SMITH | ||||||
| VICE PRESIDENT | 1.00 | X | 0 | 0 | 0 | |
| QUIN SEGALL | ||||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL SHAW | ||||||
| TREASURER | 1.00 | X | 0 | 0 | 0 | |
| ROBERT MCLAIN | ||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 65000 | 0 | 0 | X |
| WILBUR HILL | ||||||
| PAST PRESIDENT | 1.00 | X | 0 | 0 | 0 | |
| STACEY KIMMEL | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| FRANK BROWN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| PRENTISS COLEMAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| EDITH CROOK | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BOB GAMBLE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| TREY GRANGER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BIL HITCHCOCK | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| AUSTIN HUFFAKER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BETH KELLUM | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ANTHONY LEIGH | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| HENRY MOORE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MARY ANN NEELEY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SANDRA NICKEL | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ALICE NOVAK | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JENNIFER ORAVET | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| PHELPS REID | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CAROL ANNE TOMS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JEFF BENTON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| KINDELL ANDERSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ELIZABETH LAWLOR | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| GEOFF STOUGH | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MARLA TERRANOVA | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CRAIG VINSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 65000 | 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 |
| Membership Dues | 48920 | MembershipDues |
| Government Grants | 156250 | GovernmentGrants |
| All Other Contributions | 127649 | AllOtherContributions |
| Total Contributions | 332819 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| HISTORIC PROPERTY MANA | 531310 | 264000 | 264000 |
| OLD ALABAMA TOWN TOURS | 611710 | 160964 | 160964 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 424964 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5260 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5260 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 21396 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 0 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 21396 | TotalRevenueColumn |
| Exclusion | $21,396 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 124025 | GrossSalesOfInventory |
| Cost Of Goods Sold | 57895 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 66130 | TotalRevenueColumn |
| Related Or Exempt Function Income | 66130 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 850569 | TotalRevenueColumn |
| Related Or Exempt Function Income | 496354 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $21,396 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65000 | Total |
| Management And General | 65000 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 356766 | Total |
| Program Services | 216171 | ProgramServices |
| Management And General | 140595 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24800 | Total |
| Program Services | 12711 | ProgramServices |
| Management And General | 12089 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36459 | Total |
| Program Services | 18687 | ProgramServices |
| Management And General | 17772 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2200 | Total |
| Management And General | 2200 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32968 | Total |
| Program Services | 13794 | ProgramServices |
| Fundraising | 19174 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8948 | Total |
| Program Services | 7804 | ProgramServices |
| Management And General | 1144 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3751 | Total |
| Management And General | 3751 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18666 | Total |
| Program Services | 13272 | ProgramServices |
| Management And General | 5394 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| UTILITIES | 68412 | 60203 | 8209 |
| RESTORATION | 46693 | 46693 | |
| MAINTENANCE AND REPAIRS | 33157 | 28465 | 4692 |
| TELEPHONE | 16262 | 14311 | 1951 |
| INSURANCE | 13227 | 13227 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25638 | Total |
| Program Services | 4777 | ProgramServices |
| Management And General | 20861 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 752947 | Total |
| Program Services | 436888 | ProgramServices |
| Management And General | 296885 | ManagementAndGeneral |
| Fundraising | 19174 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 182720 | BOY |
| EOY | 200695 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 160259 | BOY |
| EOY | 160319 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12583 | BOY |
| EOY | 9832 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32230 | BOY |
| EOY | 40762 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 757016 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 81967 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 675947 | BOY |
| EOY | 675049 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 95093 | BOY |
| EOY | 197421 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13490 | BOY |
| EOY | 11499 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1172322 | BOY |
| EOY | 1295577 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12753 | BOY |
| EOY | 20211 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11004 | BOY |
| EOY | 11004 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23757 | BOY |
| EOY | 31215 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 820460 | BOY |
| EOY | 951155 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 328105 | BOY |
| EOY | 313207 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1148565 | BOY |
| EOY | 1264362 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1172322 | BOY |
| EOY | 1295577 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 97622 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 18175 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 224840 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 334544 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 676655 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 588184 | CurrentTaxYearMinus1Year |
| Current Tax Year | 332819 | CurrentTaxYear |
| Total | 2157042 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 497325 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 489619 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 492602 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 486298 | CurrentTaxYearMinus1Year |
| Current Tax Year | 512490 | CurrentTaxYear |
| Total | 2478334 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 722165 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 824163 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1169257 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1074482 | CurrentTaxYearMinus1Year |
| Current Tax Year | 845309 | CurrentTaxYear |
| Total | 4635376 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 4635376 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8228 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 70986 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8892 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9193 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5260 | CurrentTaxYear |
| Total | 102559 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8228 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 70986 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8892 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9193 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5260 | CurrentTaxYear |
| Total | 102559 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 44286 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 38684 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 29104 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 20922 | CurrentTaxYearMinus1Year |
| Current Tax Year | 21396 | CurrentTaxYear |
| Total | 154392 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 774679 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 933833 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1207253 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1104597 | CurrentTaxYearMinus1Year |
| Current Tax Year | 871965 | CurrentTaxYear |
| Total | 4892327 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.94750 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.94690 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.02100 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.02070 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
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 Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 95093 | BeginningOfYearBalance |
| Contributions | 83900 | Contributions |
| Investment Earnings Or Losses | 21791 | InvestmentEarningsOrLosses |
| Administrative Expenses | 3363 | AdministrativeExpenses |
| End Of Year Balance | 197421 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 78605 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 17495 | InvestmentEarningsOrLosses |
| Administrative Expenses | 1007 | AdministrativeExpenses |
| End Of Year Balance | 95093 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | 96000 | Contributions |
| Investment Earnings Or Losses | -17395 | InvestmentEarningsOrLosses |
| End Of Year Balance | 78605 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 90000 | OtherCostOrOtherBasis |
| Book Value | 90000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 322151 | OtherCostOrOtherBasis |
| Depreciation | 26476 | Depreciation |
| Book Value | 295675 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 277498 | OtherCostOrOtherBasis |
| Depreciation | 8219 | Depreciation |
| Book Value | 269279 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 67367 | OtherCostOrOtherBasis |
| Depreciation | 47272 | Depreciation |
| Book Value | 20095 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 675049 | TotalOfBookValueLandBuildings |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 1A: | COLLECTIONS MAINTAINED BY LANDMARKS ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENT OF FINANCIAL POSITION BECAUSE THE COLLECTIONS ARE HELD FOR PUBLIC EDUCATION AND RESEARCH RATHER THAN FOR FINANCIAL GAIN. | |
| PART III, LINE 4: | LANDMARKS FOUNDATION OF MONTGOMERY, INC. MAINTAINS A COLLECTION OF HISTORIC BOOKS AND ARTIFACTS TO DISPLAY IN HISTORIC HOMES FOR THE EDUCATION AND ENJOYMENT OF THE PUBLIC. | |
| PART V, LINE 4: | LANDMARKS FOUNDATION OF MONTGOMERY, INC. FUNDED A BOARD DESIGNATED ENDOWMENT FUND DURING 2008 TO PROVIDE SUPPORT FOR THE GENERAL OPERATIONS OF THE ORGANIZATION. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | TOURS AND SEASONAL EVENTS | NameOfEvent1 |
| Gross Receipts Event1 | 21396 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 21396 | GrossRevenueEvent1 |
| Gross Receipts Total | 21396 | GrossReceiptsTotal |
| Gross Revenue Total Events | 21396 | GrossRevenueTotalEvents |
| Net Income Summary | 21396 | NetIncomeSummary |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (3 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE EXECUTIVE BOARD AND PRINCIPAL OFFICERS ARE PROVIDED WITH A COMPLETED COPY OF THE FORM 990 PRIOR TO THE FILING OF THE RETURN. THE MEMBERS OF THE EXECUTIVE BOARD AND THE PRINCIPAL OFFICERS REVIEW THE RETURN FOR OBVIOUS ERRORS AND ACCURACY. ONCE THE FORM 990 IS REVIEWED AND APPROVED BY MEMBERS OF THE EXECUTIVE BOARD AND PRINCIPAL OFFICERS, THE FORM 990 IS SUBMITTED TO THE APPROPRIATE INTERNAL REVENUE SERVICE CENTER. | |
| THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC BY REQUEST. MEMBERS OF THE PUBLIC CAN OBTAIN A COPY OF THE DOCUMENTS AT THE LOCAL OFFICE LOCATED AT 301 COLUMBUS STREET, MONTGOMERY, AL, 36104. THERE IS A MINIMAL CHARGE FOR THE DOCUMENTS TO COVER THE COST OF COPIES. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 18,175. | FORM 990, PART XI, LINE 5: |