2024-11-08T10:16:41-06:00 2023-12-31 560517823 DEAN DORTON ALLEN FORD PLLC 4130 PARKLAKE AVE STE 400 RALEIGH NC 27612 990 2023-01-01 561795949 TRYON PALACE FOUNDATION INC TRYO 2526393611 PO BOX 1007 NEW BERN NC 28563 ANNE SCHOUT PRESIDENT 2526379102 2024-11-08 1 0 LINWOOD FAULCONER P00445962 9198792909 2023 2024-10-15 13:58:12Z ANNE SCHOUT PO BOX 1007 NEW BERN NC 28563 6722779 0 X WWW.TRYONPALACEFOUNDATION.ORG X 1992 NC TO SUPPORT THE ACTIVITIES AND PURPOSE OF TRYON PALACE, A HISTORIC SITE OWNED AND OPERATED BY THE STATE OF NORTH CAROLINA AND LOCATED IN NEW BERN, NORTH CAROLINA. 27 27 0 317 0 0 769898 1379571 250 2900 19072 4714 -7495 -3028 781725 1384157 0 0 0 0 0 0 0 0 31410 460948 510873 460948 510873 320777 873284 5996950 7349472 163704 80512 5833246 7268960 X THE MISSION OF THE TRYON PALACE FOUNDATION IS TO SUPPORT THE TRYON PALACE HISTORIC SITES AND GARDENS BY PROTECTING, PRESERVING, AND DEVELOPING THE LEGACY OF ITS HISTORICAL PAST. WE ACCOMPLISH THIS THROUGH EDUCATION OF CHILDREN AND VISITORS FROM AROUND THE GLOBE, BY BEING GOOD STEWARDS OF WHAT HAS BEEN ENTRUSTED TO US AND BY ENSURING ITS FUTURE FOR PRESENT AND FUTURE GENERATIONS. 0 0 128967 AS A SUPPORTING ORGANIZATION, TRYON PALACE FOUNDATION USES FUNDS RAISED FROM CONTRIBUTIONS, MEMBERSHIP, GRANTS, AND PROCEEDS FROM FUNDRAISING EVENTS, TO SUPPORT TRYON PALACE IN FULFILLING ITS MISSION.FUNDING SUPPORTS GENERAL OPERATIONS, EDUCATIONAL PROGRAMMING, LECTURES AND SPECIAL EVENTS, HISTORIC INTERPRETATION GROUPS, NEW EXHIBIT OPENINGS, AN AWARDS PROGRAM THAT OFFSETS THE COST OF FIELD TRIPS AND OUTREACH PROGRAMS FOR TITLE I SCHOOLS. THE FOUNDATION OWNS PROPERTY IN DOWNTOWN NEW BERN FOR USE AS A COMMUNITY PARK AND EDUCATIONAL SITE. THE ANNEX PROPERTY IS ANOTHER SITE OWNED AND MAINTAINED BY THE FOUNDATION FOR USE AS A TRYON PALACE COLLECTIONS CONSERVATION LAB, WORK AREA, AND STORAGE SPACE. 99346 PROMOTION OF SPECIAL HISTORIC, EDUCATIONAL, AND CULTURAL EVENTS AT TRYON PALACE.THE FOUNDATION WAS GIFTED PROPERTY IN DOWNTOWN NEW BERN TO BE USED AS A COMMUNITY PARK AND EDUCATIONAL SITE. THIS SITE ALLOWS FOR TRYON PALACE REENACTMENT GROUPS TO INTERPRET HISTORY IN A VERY VISIBLE LOCATION, EXTENDING REACH TO DOWNTOWN VISITORS. IN 2023, THE TRYON PALACE FOUNDATION RECEIVED GRANTS TO UPFIT CLERMONT, A TRYON PALACE PROPERTY PLANNED FOR FUTURE DEVELOPMENT AS AN EDUCATIONAL HISTORIC SITE INCLUDING NATURE TRAILS AND PROGRAMS THAT FOCUS ON ARCHAEOLOGY, THE INDIGENOUS PEOPLES WHO ONCE LIVED THERE, CIVIL WAR HISTORY AND INFORMATION ON RICHARD DOBBS SPAIGHT (REVOLUTION). THE FOUNDATION ALSO RECEIVED A GRANT FOR OUTDOOR FURNITURE TO MAKE OUR HISTORIC SITE MORE ACCOMMODATING TO FAMILIES AND SCHOOL GROUPS. THE FOUNDATION CONTINUES TO PROVIDE SUPPORT FOR SPECIAL PROGRAMMING AND FOR OUR REENACTMENT INTERPRETIVE GROUPS. IN JANUARY 2023, THE FOUNDATION HELD HISTORY IN BLOOM, A FUNDRAISING EVENT AND EXHIBIT THAT COMBINED HIDDEN JEWELS FROM THE PALACE ATTIC AND ARCHIVES WITH FLORAL ARRANGEMENTS DESIGNED BY FLORAL DESIGNERS TO INTERPRET THE COLLECTION ITEMS. 115149 2900 THE FOUNDATION PROMOTES AND ADVOCATES FOR EDUCATIONAL PROGRAMMING FOR ADULTS AND CHILDREN.THE PALACE SCHOLARS PROGRAM HELPS TO OFFSET COSTS FOR FIELD TRIPS TO TRYON PALACE FOR TITLE I SCHOOLS. 2023 WAS A STRONG YEAR, WITH MORE THAN 50 AWARDS GRANTED TO TITLE I SCHOOLS, BRINGING IN MORE THAN 4,000 STUDENTS. WITH A GRANT FROM THE ANONYMOUS TRUST, THE PALACE SCHOLARS PROGRAM LAUNCHED AN OUTREACH EDUCATIONAL PROGRAM DESIGNED TO TAKE COSTUMED INTERPRETERS AND EDUCATIONAL PROGRAMS INTO THE CLASSROOMS OF TITLE I SCHOOLS WHICH CANNOT AFFORD A FIELD TRIP TO TRYON PALACE. IN ADDITION, THE FOUNDATION HELD TWO FAMILY DAY PROGRAMS, ALLOWING FAMILIES WITH LIMITED INCOMES ON SNAP, WIC, AND MEDICAID TO ENJOY THE NC HISTORY CENTER EXHIBITS AND PALACE HISTORIC SITE ACTIVITIES AND GARDENS FOR FREE. PROMOTION OF FREE CONCERTS AND OTHER PROGRAMS THAT PROVIDE ADDITIONAL OPPORTUNITIES TO EXPOSE THE PUBLIC TO THE HISTORICAL AND CULTURAL MISSION OF TRYON PALACE. 343462 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 1 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 0 1 0 0 0 1 29 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 27 27 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 NC X X SUSAN FLOWERS 2526393611 529 S FRONT STREET NEW BERN NC 28562 MR JAMES COPLAND IV DIRECTOR 3.25 X 0 0 0 MS ROZANNE B MCCOTTER DIRECTOR 3.25 X 0 0 0 MR CRAIG ALLEN DIRECTOR 3.25 X 0 0 0 MR RANDAL HUNTER VICE PRESIDENT 3.25 X X 0 0 0 MR ROSS HARDEMAN DIRECTOR 3.25 X 0 0 0 MS SUSAN MOFFAT THOMAS DIRECTOR 3.25 X 0 0 0 MS CAROLE KEMP DIRECTOR 3.25 X 0 0 0 MR THOMAS MONTE DIRECTOR 3.25 X 0 0 0 MS SALLIE BAXTER DIRECTOR 3.25 X 0 0 0 MR MARK GATLIN DIRECTOR 3.25 X 0 0 0 MS CAROL MATTOCKS DIRECTOR 3.25 X 0 0 0 MS CECE MAY SCOTT DIRECTOR 3.25 X 0 0 0 MR PARESH PANKHAVALA DIRECTOR 3.25 X 0 0 0 MS ANNE SCHOUT DIRECTOR 3.25 X 0 0 0 MR JUDSON MCADEN DIRECTOR 3.25 X 0 0 0 MR ALBERT BELL JR DIRECTOR 3.25 X 0 0 0 MS JUDITH MCCRUDDEN DIRECTOR 5.00 X 0 0 0 MR JIM ROBINSON DIRECTOR 3.25 X 0 0 0 MS CATHERINE LITTLE DIRECTOR 3.25 X 0 0 0 MS JEANNIE TYSON PRESIDENT 5.00 X X 0 0 0 MR LEE HODGE DIRECTOR 3.25 X 0 0 0 MR JOE ANDERSON DIRECTOR 3.25 X 24960 0 0 MR WILLIAM S CORBITT DIRECTOR 3.25 X 0 0 0 MR WILLIAM HOLLOWELL DIRECTOR 3.25 X 0 0 0 MR JOHN W KING DIRECTOR 3.25 X 0 0 0 MR BILL KWASNICK DIRECTOR 3.25 X 0 0 0 MR DAWN PEELE DIRECTOR 3.25 X 0 0 0 MR DAVID ERDMAN DIRECTOR 3.25 X 0 0 0 MR WILLIAM J MCCREA JAN-MAR EXECUTIVE DIRECTOR 5.00 5.00 X 4998 0 0 MS CHRYSTAL REGAN JULY-DEC EXECUTIVE DIRECTOR 5.00 5.00 X 9996 0 0 39954 0 0 0 0 0 0 0 49884 1329687 836175 1379571 EDUCATIONAL PROGRAMS 900099 2900 2900 2900 139315 139315 42178 56169 -13991 -13991 -13991 5095763 5230364 -134601 -134601 -134601 62569 49884 52089 10480 10480 MISCELLANEOUS INCOME 900099 483 483 483 1384157 -10608 0 15194 X 18000 18000 16750 16750 19919 19919 22160 11662 10498 1961 1961 13258 6500 5258 1500 3277 3277 EDUCATIONAL PROGRAMS 111130 111130 PROPERTY EXPENSES 92397 92397 CONTRACT LABOR 71466 71466 INTERPRETIVE EVENTS 46130 46130 94425 58893 5622 29910 510873 343462 136001 31410 200 200 1982199 1888417 2191 2500 5860 9417 7955 15299 1987631 230615 940013 1757016 2996200 3642495 62332 34128 5996950 7349472 102232 48018 61472 32494 163704 80512 X 4191255 5577669 1641991 1691291 5833246 7268960 5996950 7349472 873284 562430 0 X 0 1 X 1 0 X 826753 1328544 1616109 769898 1379571 5920875 826753 1328544 1616109 769898 1379571 5920875 2029313 3891562 67325 63586 80497 107770 181493 500671 6421546 245257 0.60600 0.73470 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 16750 16750 494123 510873 101631 25408 0 0 108535 101631 210166 315249 16750 16750 27134 25408 52542 78813 1 951740 951740 840922 143927 696995 114188 63938 50250 80781 22750 58031 1757016 2054845 562430 562430 1492415 -108258 -108258 1384157 619131 108258 108258 510873 0 510873 PART XI, LINE 2D - OTHER ADJUSTMENTS: AMOUNT NETTED WITH EXPENSES ON FINANCIAL STATEMENTS PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES REPORTED IN PART VIII, LINE 8B -52,089. RENTAL REAL ESTATE COSTS REPORTED IN PART VIII, LINE 6B -56,169. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES REPORTED IN PART VIII, LINE 8B 52,089. RENTAL REAL ESTATE COSTS REPORTED IN PART VIII, LINE 6B 56,169. PART XII, LINE 4B - OTHER ADJUSTMENTS: GROSS UP EXPENSE FOR MISCELLANOUS INCOME NETTED ON FINANCIAL STATEMENTS WINTERFEAST 59403 23032 36371 3530 11062 1200 7180 LAWN PARTY 23995 15475 8520 3961 3091 1000 5310 2 29055 11377 17678 897 3357 650 10851 112453 49884 62569 8388 17510 2850 23341 52089 10480 X 2 11175 FAIR VALUE X 1 825000 APPRAISAL 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO CIRCULATION TO THE GOVERNING BOARD AND FILING THE TAX RETURN, A DRAFT COPY OF FORM 990 IS PROVIDED TO THE FOUNDATION PRESIDENT AND EXECUTIVE DIRECTOR FOR THEIR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, BOARD OF DIRECTOR MEMBERS SIGN A CERTIFICATE STATING THEY WILL FOLLOW THE TRYON PALACE COMMISSION CODE OF ETHICS, WHICH INCLUDES A CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION C, LINE 19 TRYON PALACE FOUNDATION MAKES ITS DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 24E SPECIAL EVENTS: PROGRAM SERVICE EXPENSES 39,940. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 39,940. MEMBERSHIP RECRUITMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 27,523. TOTAL EXPENSES 27,523. OTHER PROGRAM EXPENSES: PROGRAM SERVICE EXPENSES 7,285. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,285. RESTORATION AND PRESERVATION: PROGRAM SERVICE EXPENSES 4,698. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,698. VOLUNTEER PROGRAMS: PROGRAM SERVICE EXPENSES 4,020. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,020. CONTINGENCIES: PROGRAM SERVICE EXPENSES 2,950. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,950. PRINTING AND POSTAGE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,159. FUNDRAISING EXPENSES 1,159. TOTAL EXPENSES 2,318. CREDIT CARD FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,141. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,141. WEBSITE EXPENSES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,000. ONLINE PROCESSING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 1,228. TOTAL EXPENSES 1,228. STAFF DEVELOPMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 322. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 322. TRYON PALACE 529 S FRONT ST NEW BERN NC 28562 HISTORIC SITE NC 0 TRYON PALACE COMMISSION 529 S FRONT ST NEW BERN NC 28562 OPERATION AND SUPPORT OF TRYON PALACE NC 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 1 1 1