2024-11-13T09:44:38-06:00 2023-12-31 541631262 KEITER STEPHENS HURST GARY & SHREAVES 4401 DOMINION BLVD GLEN ALLEN VA 23060 990 2023-01-01 540525507 THE GEORGE WASHINGTON FOUNDATION GEOR 5403733381 1201 WASHINGTON AVENUE FREDERICKSBURG VA 22401 WILLIAM E GARNER PRESIDENT AND CEO 5403733381 2024-11-12 1 1 VIRGINIA R BELCHER P00421964 8047470000 2023 2024-10-15 13:58:12Z WILLIAM E GARNER 1201 WASHINGTON AVENUE FREDERICKSBURG VA 22401 2277730 0 X WWW.KENMORE.ORG X 1922 VA THE MISSION OF THE GEORGE WASHINGTON FOUNDATION IS TO ENHANCE THE PUBLIC UNDERSTANDING OF THE LIVES, VALUES, AND LEGACIES OF GEORGE WASHINGTON, FIELDING AND BETTY WASHINGTON LEWIS AND THEIR FAMILY MEMBERS, PARTICULARLY IN THE BROADER CONTEXT OF THE CULTURE OF THE FREDERICKSBURG, VIRGINIA AREA. 23 23 72 140 0 0 1582502 1130756 167944 250302 550022 831536 51672 26027 2352140 2238621 0 0 0 0 1454111 1430384 0 0 301464 1243997 1076236 2698108 2506620 -345968 -267999 35192017 36518691 298769 374535 34893248 36144156 X THE MISSION OF THE GEORGE WASHINGTON FOUNDATION IS TO ENHANCE THE PUBLIC UNDERSTANDING OF THE LIVES, VALUES, AND LEGACIES OF GEORGE WASHINGTON, FIELDING AND BETTY WASHINGTON LEWIS AND THEIR FAMILY MEMBERS, PARTICULARLY IN THE BROADER CONTEXT OF THE CULTURE OF THE FREDERICKSBURG, VIRGINIA AREA. 0 0 579651 THE ARCHAEOLOGY DEPARTMENT IS RESPONSIBLE FOR CONDUCTING ARCHAEOLOGICAL EXCAVATIONS AT FERRY FARM AND KENMORE. IT ALSO CONDUCTS HISTORICAL RESEARCH AND STUDIES THE RECOVERED MATERIAL GOODS LEFT BEHIND BY OTHERS INCLUDING THE WASHINGTON FAMILY AND THEIR ENSLAVED WORKERS, NATIVE AMERICANS, PARTICIPANTS IN THE BATTLE OF FREDERICKSBURG, AND OTHERS. THE RESEARCH CONDUCTED BY THE DEPARTMENT INFORMS EXHIBITS, THE FOUNDATION'S WEB PAGE, PUBLICATIONS, PUBLIC TALKS AND EDUCATIONAL PROGRAMMING. 600847 THE EDUCATION DEPARTMENT PROVIDES EDUCATIONAL PROGRAMING FOR LEARNERS OF ALL AGES BY OFFERING DAILY TOURS FOR VISITORS TO THE PROPERTIES, SPECIAL TOURS FOR SCHOOL GROUPS, SPECIAL EVENTS FOR THE GENERAL PUBLIC, LECTURES, AND SUMMER WORKSHOPS FOR YOUNG CHILDREN, HIGH SCHOOL AND COLLEGE STUDENTS, FAMILIES, AND ELDER STUDY MEMBERS. 211699 THE CURATORIAL DEPARTMENT DOCUMENTS, RESEARCHES, CONSERVES AND INTERPRETS THE FOUNDATION'S COLLECTIONS OF 18TH AND 19TH CENTURY OBJECTS AND MANUSCRIPTS, THE MOST IMPORTANT OF WHICH IS KENMORE, THE GEORGIAN HOUSE BUILT BY BETTY AND FIELDING LEWIS IN THE 18TH CENTURY. AS SUCH, THE CURATORIAL DEPARTMENT IS ALSO RESPONSIBLE FOR ANY PRESERVATION-BASED MAINTENANCE, REPAIR OR RESTORATION NECESSARY AT KENMORE, INCLUDING THE MONITORING OF THE INTERIOR ENVIRONMENTAL CONTROL SYSTEMS. THESE RESPONSIBILITIES ARE CARRIED OUT IN CONSULTATION WITH THE PROPERTIES DEPARTMENT. 377138 THE GARDEN AND HISTORIC LANDSCAPE DEPARTMENT MAINTAINS THE FORMAL GARDENS AT KENMORE UNDER THE AGREEMENT WITH THE RESTORATION COMMITTEE GUIDELINES OF THE GARDEN CLUB OF VIRGINIA. THE DEPARTMENT PROVIDES SPECIAL GARDEN TOURS TO VISITORS INTERESTED IN THE HISTORY OF KENMORE GARDENS AND LANDSCAPES. THE DEPARTMENT ALSO ROUTINELY CANVASSES ALL PROPERTIES FOR ANY LANDSCAPE ISSUES THAT MAY OCCUR AND DESIGNS AND MAINTAINS SEASONAL INTERPRETIVE GARDENS AT FERRY FARM. OTHER EXPENSES TO SUPPORT THE MISSION OF THE GEORGE WASHINGTON FOUNDATION. 377138 1769335 1 1 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 14 0 1 72 1 0 0 0 0 0 1 1 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X CHIEF FINANCIAL OFFICER 5403733381 1201 WASHINGTON AVENUE FREDERICKSBURG VA 22401 WILLIAM E GARNER PRESIDENT 40.00 X X 191863 0 31179 LUCY G HARMAN SECRETARY 1.00 X X 0 0 0 DONALD H NEWLIN TREASURER 1.00 X X 0 0 0 FIELDING L COCKE VICE CHAIR 1.00 X X 0 0 0 RONALD E DAVIS CHAIR 1.00 X X 0 0 0 MARIAN K ANKLAM TRUSTEE 1.00 X 0 0 0 ERNST S BAUER TRUSTEE 1.00 X 0 0 0 LINDA L BLAKEMORE TRUSTEE 1.00 X 0 0 0 KOSTAS CONSTANTINE TRUSTEE 1.00 X 0 0 0 ELEANOR F DOAR TRUSTEE 1.00 X 0 0 0 BRIAN DRAPER TRUSTEE 1.00 X 0 0 0 PHILIP G EMERSON TRUSTEE 1.00 X 0 0 0 CHRISTOPHER R HALL TRUSTEE 1.00 X 0 0 0 SAMUEL C HARDING JR TRUSTEE 1.00 X 0 0 0 ROBERT M JOHNSON TRUSTEE 1.00 X 0 0 0 CHARLOTTE KETTLER TRUSTEE 1.00 X 0 0 0 BERNARD W MAHON JR TRUSTEE 1.00 X 0 0 0 ARRINGTON H MIXON TRUSTEE 1.00 X 0 0 0 BETH NEWBURGER TRUSTEE 1.00 X 0 0 0 MARY JANE PITTS O'NEILL TRUSTEE 1.00 X 0 0 0 BRAD REPP TRUSTEE 1.00 X 0 0 0 BENJAMIN N WAFLE TRUSTEE 1.00 X 0 0 0 JEFFREY L WALTERS TRUSTEE 1.00 X 0 0 0 MARY LOU WESELIN TRUSTEE 1.00 X 0 0 0 ROSALIE G SAVAGE TRUSTEE EMERITA 1.00 X 0 0 0 JMH WILLIS JR TRUSTEE EMERITUS 1.00 X 0 0 0 191863 0 31179 1 0 1 0 0 12500 1118256 107793 1130756 TOUR ADMISSIONS AND US 900099 145117 145117 EVENTS 900099 105185 105185 250302 324401 324401 507135 0 507135 507135 507135 31250 12500 25867 5383 5383 24405 13242 11163 11163 MISCELLANEOUS 900099 9481 9481 9481 2238621 270946 0 836919 1182492 954296 164400 63796 162407 109114 37572 15721 85485 68660 12385 4440 82194 82194 95614 61476 20007 14131 9989 1836 8153 25467 15578 6537 3352 59396 47708 7489 4199 4396 2702 512 1182 6036 6036 604324 403617 81450 119257 45325 31564 6865 6896 OTHER SPECIAL EVENTS EX 54660 2695 51965 MAINTENANCE AND REPAIRS 40303 40069 117 117 SUPPLIES & MATERIALS 17420 11551 3772 2097 TELEPHONE 10949 7551 1695 1703 20163 10918 4790 4455 2506620 1769335 435821 301464 635402 626749 213183 165281 8078 7741 30135 16607 24984109 7233786 18056486 17750323 13794775 15497302 2453958 2454688 35192017 36518691 89338 103577 209431 270958 298769 374535 X 22378338 22526346 12514910 13617810 34893248 36144156 35192017 36518691 -267999 1518907 0 X X 0 1 X 1 0 X 1157859 1452693 1632286 1572002 1130756 6945596 1157859 1452693 1632286 1572002 1130756 6945596 513373 6432223 293516 238866 236796 284969 324401 1378548 11551 5101 11202 2049 9481 39384 8363528 336616 0.76910 0.75430 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 10049230 1794597 522861 11320966 12822092 -2047896 724966 10049230 11422009 1935771 535688 12822092 10742528 1194664 515183 11422009 9333932 1848534 439938 10742528 0.15760 0.84240 0 0 4568652 4568652 19552917 6965842 12587075 391262 126921 264341 471278 141023 330255 17750323 FINE ARTS COLLECTION 2454688 2454688 DEFERRED COMPENSATION LIABILITY 270958 270958 X 3714443 1518907 39109 1558016 2156427 82194 82194 2238621 2463535 39109 39109 2424426 82194 82194 2506620 PART III, LINE 4: THE FINE ARTS COLLECTION IS A REFLECTION OF THE MISSION OF THE GEORGE WASHINGTON FOUNDATION, WHICH IS TO ENHANCE THE PUBLIC UNDERSTANDING OF THE LIVES, VALUES, AND LEGACIES OF GEORGE WASHINGTON, FIELDING AND BETTY WASHINGTON LEWIS AND THEIR FAMILY MEMBERS, PARTICULARLY IN THE BROADER CONTEXT OF THE CULTURE OF THE FREDERICKSBURG, VIRGINIA AREA. PART V, LINE 4: INCOME FROM THE ENDOWMENT FUNDS IS USED TO ADD TO THE FINE ARTS COLLECTION, FOR CULTURAL ENRICHMENT AND EDUCATIONAL PROGRAMMING, AND FOR STRUCTURAL PRESERVATION, GARDEN MAINTENANCE AND IMPROVEMENTS. PART X, LINE 2: THE FOUNDATION FOLLOWS FASB GUIDANCE FOR HOW UNCERTAIN TAX POSITIONS SHOULD BE RECOGNIZED, MEASURED, DISCLOSED AND PRESENTED IN THE FINANCIAL STATEMENTS. THIS REQUIRES THE EVALUATION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE FOUNDATION'S TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS ARE "MORE-LIKELY-THAN-NOT" OF BEING SUSTAINED "WHEN CHALLENGED OR "WHEN EXAMINED" BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS NOT DEEMED TO MEET THE MORE-LIKELY-THAN-NOT THRESHOLD WOULD BE RECORDED AS A TAX EXPENSE AND LIABILITY IN THE CURRENT YEAR. MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITION AND CONCLUDED THAT THE FOUNDATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH PROVISIONS OF THIS GUIDANCE. THE FOUNDATION IS NOT CURRENTLY UNDER AUDIT BY ANY TAX JURISDICTION. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVENTORY PURCHASES/OTHER MUSEUM SHOP EXPENSES 13,242. FUNDRAISING EXPENSES NETTED WITH REVENUE 25,867. PART XII, LINE 2D - OTHER ADJUSTMENTS: INVENTORY PURCHASES/OTHER MUSEUM SHOP EXPENSES 13,242. FUNDRAISING EXPENSES NETTED WITH REVENUE 25,867. APOLLO COUNCIL TRIP 43750 12500 31250 25867 43750 12500 31250 25867 25867 5383 X 1 1 X X X 0 0 0 0 0 0 0 0 0 WILLIAM E GARNER PRESIDENT 191863 0 0 0 0 0 29563 0 1616 0 223042 0 0 0 PART I, LINE 1A THE PRESIDENT OF THE FOUNDATION IS REQUIRED, AS PART OF HIS EMPLOYMENT, TO RESIDE ON THE FOUNDATION PROPERTY. X 12 107793 FAIR MARKET VALUE 0 0 1 PART I, LINE 32B: THE FOUNDATION USES FIDELITY INVESTMENTS AS IT'S AGENT TO RECEIVE AND LIQUIDATE DONATED SECURITIES. FORM 990, PART VI, SECTION B, LINE 11B BOARD MEMBERS REVIEW FORM 990 VIA A SECURE PORTAL BEFORE THE RETURN IS FILED. FOR THOSE BOARD MEMBERS WHO ARE UNABLE TO VIEW THE RETURN THROUGH THE SECURE PORTAL, A HARD COPY IS PROVIDED. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES MUST COMPLETE A FORM ANNUALLY NOTING ANY POTENTIALS FOR CONFLICTS OF INTEREST AND THESE REPORTS ARE MAINTAINED. ANY TRUSTEE IS ASKED TO ABSTAIN FROM VOTING ON ISSUES WITH A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE CEO IS DETERMINED BY THE BOARD UPON HIRING AND IS PERIODICALLY REVIEWED AND ADJUSTED BY THE BOARD. COMPENSATION FOR ALL OTHER EMPLOYEES IS DETERMINED BY REVIEW OF ORGANIZATION STRUCTURE, COMPENSATION FOR COMPARABLE POSITIONS AT SIMILAR ORGANIZATIONS, AND OTHER DATA PRIOR TO APPROVAL BY THE PRESIDENT. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FORM 990, PART XI, LINE 2C THE FINANCE COMMITTEE PROVIDES OVERSIGHT TO THE SELECTION OF THE INDEPENDENT ACCOUNTANT AND THE AUDIT ORGANIZATION'S FINANCIAL STATEMENTS.