2026-05-28T15:20:26-05:00 2025-06-30 621199757 LBMC PC PO BOX 1869 BRENTWOOD TN 370241869 990 2024-07-01 581852131 TRAVELLERS REST HISTORIC HOUSE MUSEUM INC TRAV 6158328197 636 FARRELL PARKWAY NASHVILLE TN 37220 KATHERINE O'BRYAN EXECUTIVE DIRECTOR 6158328197 2026-05-28 1 1 ABIGAIL CAMPBELL P01296738 6153774600 2026-05-28 2024 2025-03-06 01:10:19Z KATHERINE O'BRYAN 636 FARRELL PARKWAY NASHVILLE TN 37220 614503 0 X HISTORICTRAVELLERSREST.ORG X 1988 TN PRESERVING AND INTERPRETING THE OVERTON HOME 17 17 17 25 -26368 0 992954 394720 69314 76323 13534 10468 -1299 -27430 1074503 454081 0 0 0 0 329499 362100 0 0 64484 209267 285492 538766 647592 535737 -193511 1428526 1261002 50641 72083 1377885 1188919 X TRAVELLERS REST HISTORIC HOUSE MUSEUM, INC. IS DEDICATED TO PRESERVING AND INTERPRETING THE OVERTON HOME AND SERVICING AS A GATEWAY FOR LEARNERS OF ALL AGES TO EXPLORE AND EXPERIENCE NASHVILLE'S HISTORIC PAST. TRAVELLERS REST ENGAGES A NATIONAL AUDIENCE WHILE CONTRIBUTING TO NASHVILLE'S FUTURE, PRESERVING REGIONAL HISTORY, AND INSPIRING LEARNERS FROM ALL BACKGROUNDS AND ALL AGES. 0 0 449477 82303 TRAVELLERS REST HISTORIC HOUSE MUSEUM, INC. IS DEDICATED TO PRESERVING AND INTERPRETING THE OVERTON HOME AND SERVING AS A GATEWAY FOR LEARNERS OF ALL AGES TO EXPLORE AND EXPERIENCE NASHVILLE'S HISTORIC PAST. TRAVELLERS REST ENGAGES A NATIONAL AUDIENCE WHILE CONTRIBUTING TO NASHVILLE'S FUTURE, PRESERVING REGIONAL HISTORY, AND INSPIRING LEARNERS FROM ALL BACKGROUNDS AND ALL AGES. 449477 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 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 19 0 1 17 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 TN X KATHERINE O'BRYAN 6158328197 636 FARRELL PARKWAY NASHVILLE TN 37220 KATHERINE O'BRYAN EXECUTIVE DIRECTOR 37.50 X 83555 0 0 LAURA ROBERTS PRESIDENT 1.00 X X 0 0 0 ASHLEY HENRY PRESIDENT-ELECT 1.00 X X 0 0 0 ANN KELLY SECRETARY 1.00 X X 0 0 0 JIM GARDNER TREASURER 1.00 X X 0 0 0 MARK BUCHANAN BOARD MEMBER 1.00 X 0 0 0 GARY BURKE BOARD MEMBER 1.00 X 0 0 0 PAMELA GARRETT BOARD MEMBER 1.00 X 0 0 0 MARK GRIFFIN BOARD MEMBER 1.00 X 0 0 0 ASHLEY HOWELL BOARD MEMBER 1.00 X 0 0 0 SARA PURYEAR HUNZIKER BOARD MEMBER 1.00 X 0 0 0 OPHELIA PAINE BOARD MEMBER 1.00 X 0 0 0 JULIA SANFORD BOARD MEMBER 1.00 X 0 0 0 LYSSA STYERS BOARD MEMBER 1.00 X 0 0 0 FELICIA TIBBS BOARD MEMBER 1.00 X 0 0 0 SUSAN WALKER BOARD MEMBER 1.00 X 0 0 0 ALICE WHITSON BOARD MEMBER 1.00 X 0 0 0 LUKE YORDY BOARD MEMBER 1.00 X 0 0 0 83555 0 0 0 0 0 0 0 6750 82500 132905 172565 43115 394720 EDUCATIONAL ACTIVITIES 713990 57290 57290 ADMISSIONS 713990 19033 19033 76323 4862 4862 107085 133453 -26368 -26368 -26368 25293 19687 5606 5606 5606 1205 6750 6086 -4881 -4881 4641 1196 3445 3445 OTHER INCOME 900099 374 374 374 454081 82303 -26368 3426 83555 54903 17639 11013 226837 137852 54782 34203 27122 27122 24586 15267 5737 3582 26763 3485 22878 400 18553 16079 2474 35361 11154 16280 7927 18457 11462 4306 2689 61877 60559 1318 68845 64413 4432 16525 15864 661 EDUCATION PROGRAM EXPEN 30746 30746 MISCELLANEOUS EXPENSE 8365 571 5598 2196 647592 449477 133631 64484 5663 3849 237266 157595 108095 34950 1200 2344 3352 3319 7242 10433 2692516 1767193 947179 925323 118529 123189 1428526 1261002 24256 47213 26385 24870 50641 72083 X 759575 570603 618310 618316 1377885 1188919 1428526 1261002 -193511 4545 0 X 0 1 X 1 0 X 344004 430112 585170 992954 394720 2746960 344004 430112 585170 992954 394720 2746960 335256 2411704 3132 2452 11211 4862 21657 15205 990 -21990 -26368 -32163 373 374 747 2737201 409324 0.88110 0.90600 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 97494 11055 2872 1059 104618 88315 13610 3293 1138 97494 84724 9474 4920 963 88315 103025 -11874 5299 1128 84724 182801 30491 108256 2011 103025 1.00000 0 1 1 10600 10600 1975619 1270218 705401 504422 378333 126089 94760 65677 29083 107115 52965 54150 925323 X 599361 4545 140735 145280 454081 0 454081 788327 140735 140735 647592 0 647592 PART III, LINE 4: THE MUSEUM'S COLLECTIONS CONSIST OF HISTORICAL ITEMS, FURNISHINGS, ART OBJECTS, AND THE HISTORIC REAL PROPERTY ITSELF. THESE COLLECTIONS ARE CATALOGED AND PRESERVED, AND THE MUSEUM CONTINUOUSLY VERIFIES THEIR EXISTENCE AND ASSESSES THEIR CONDITION. THE COLLECTIONS FURTHER THE MUSEUM'S EXEMPT PURPOSE BY SUPPORTING THE PRESERVATION OF THE HISTORIC HOME AND BY BEING MAINTAINED FOR EDUCATION AND PUBLIC EXHIBITION TO ADVANCE PUBLIC UNDERSTANDING OF THE SITE'S HISTORY AND SIGNIFICANCE. PART X, LINE 2: TRAVELLERS REST ARE EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND THE TAX LAWS OF THE STATE OF TENNESSEE. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 6,086. COST OF GOODS SOLD 1,196. RENTAL EXPENSES NETTED AGAINST RENTAL REVENUE 133,453. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 6,086. COST OF GOODS SOLD 1,196. RENTAL EXPENSES NETTED AGAINST RENTAL REVENUE 133,453. X 1 43115 FMV 0 0 0 FORM 990 TENNESSEE WINTER STORM FERN (DR-4898-TN) - JANUARY 22, 2026 RETURN QUALIFIES FOR DEADLINE EXTENSION UNDER IRS RELEASE TN-2026-01. UNDER SECTION 7508A, THE IRS EXTENDED THE FILING AND PAYMENT DEADLINE TO JUNE 8, 2026 FOR INDIVIDUALS AND HOUSEHOLDS THAT RESIDE OR HAVE A BUSINESS IN ALL 95 COUNTIES OF THE STATE OF TENNESSEE. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD MEMBERS REVIEW THE FORM 990 BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. IF A DIRECTOR HAS A POTENTIAL CONFLICT, THEY ARE ASKED TO DISCLOSE THE CONFLICT TO THE FULL BOARD AND RECUSE THEMSELVES FROM ANY FORMAL VOTING PROCESS. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR'S COMPENSATION IS RECOMMENDED TO THE BOARD BY THE FINANCE COMMITTEE AS PART OF THE BUDGET APPROVAL PROCESS. A FORMAL REVIEW IS CONDUCTED ANNUALLY WITH THE FULL PERSONNEL COMMITTEE. THE EXECUTIVE DIRECTOR DETERMINES THE COMPENSATION OF STAFF WITH THE INPUT OF THE PERSONNEL COMMITTEE ON A CASE-BY-CASE BASIS FOR SENIOR STAFF POSITIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. NTNL SOCIETY OF THE COLONIAL DAMES OF AMERICA IN TENNESSEE PO BOX 50973 NASHVILLE TN 37205 626049480 HISTORY TN 501(C)(3) LINE 10 N/A 0 COLONIAL DAMES OF AMERICA TN FOUND FOR TRAVELLERS REST 3102 WEST END AVENUE SUITE 600 NASHVILLE TN 37203 626045608 INVESTING TN 501(C)(3) LINE 12A, I TRAVELLERS REST HISTORIC HOUSE MUSEUM 1 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 COLONIAL DAMES OF AMERICA TN FOUND FOR TRAVELLERS REST C 66500 CASH SCHEDULE R - ADDITIONAL INFORMATION THE NATIONAL SOCIETY OF THE COLONIAL DAMES IN AMERICA SUPPORTS THE PERPETUATION, COLLECTION, AND PRESERVATION OF INFORMATION REGARDING COLONIAL AMERICA. THE COLONIAL DAMES OF AMERICA TENNESSEE FOUNDATION FOR TRAVELLERS REST DISTRIBUTES FUNDS FOR THE MAINTENANCE AND PRESERVATION OF THE TRAVELLERS REST HISTORIC HOUSE MUSEUM.