2023-11-15T15:04:39-06:00 2022-12-31 540504608 BROWN EDWARDS & COMPANY LLP 828 MAIN STREET SUITE 1401 LYNCHBURG VA 24504 990 2022-01-01 541258296 THE CORPORATION FOR JEFFERSON'S POPLAR FOREST CORP 4345251806 P O BOX 419 FOREST VA 245510419 ALYSON M RAMSEY PRESIDENT & CEO 4345251806 2023-11-15 1 ALYSON RAMSEY XXX-XX-XXXX 1 PATRICK PITTMAN P00587461 4349489000 2023-11-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ALYSON M RAMSEY PO BOX 419 FOREST VA 24551 3299139 0 X WWW.POPLARFOREST.ORG X 1983 VA THE MISSION OF THE CORPORATION FOR JEFFERSON'S POPLAR FOREST IS TO PRESERVE, INSPIRE, AND TELL THE EMERGING STORY OF THOMAS JEFFERSON'S POPLAR FOREST. WE ENVISION A RESTORED POPLAR FOREST THAT IGNITES CURIOSITY, UNDERSTANDING, AND ENGAGEMENT. 21 21 29 82 -7323 0 2275782 1664477 309758 320266 223790 161086 147989 143672 2957319 2289501 0 0 0 0 243143 912044 0 0 217882 1536828 1095144 1779971 2007188 1177348 282313 19309738 19796931 2185860 2553668 17123878 17243263 TO PRESERVE THOMAS JEFFERSON'S PERSONAL RETREAT AND PLANTATION, TO INSPIRE EXPLORATION OF HIS ENDURING LEGACY, AND TO TELL THE STORIES OF THE FREE AND ENSLAVED PEOPLE WHO LIVED AND WORKED AT POPLAR FOREST. 0 0 425969 INVESTIGATION AND RESTORATION OF JEFFERSON-DESIGNED BUILDINGS AT HIS RETREAT (1806). INCLUDES COSTS OTHER THAN THOSE CAPITALIZED 320904 ARCHAEOLOGICAL INVESTIGATION OF JEFFERSON'S ORNAMENTAL AND PLANTATION LANDSCAPE 618193 320266 EDUCATIONAL SERVICES TO THE PUBLIC, INCLUDING GUIDED TOURS, HANDS-ON PROGRAMS FOR SCHOOL CHILDREN, FIELD SCHOOLS FOR ADULTS, AND PUBLIC PROGRAMS 1365066 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 0 1 0 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 0 0 0 0 1 33 0 1 29 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 VA X X ALYSON M RAMSEY 4345251806 P O BOX 419 FOREST VA 24551 DR KATHRYN M PUMPHREY CHAIR 2.00 X X 0 0 0 FRANCIS B TEAGUE III VICE CHAIR 2.00 X X 0 0 0 MASSIE G WARE JR TREASURER 2.00 X X 0 0 0 JOHN A CONSTANCE SECRETARY 2.00 X X 0 0 0 DENNIS A DUTTERER BOARD OF DIRECTORS 2.00 X 0 0 0 HEIDI F JAMES BOARD OF DIRECTORS 2.00 X 0 0 0 MICHAEL J SCHEWEL BOARD OF DIRECTORS 2.00 X 0 0 0 BOYCE BRANNOCK BOARD OF DIRECTORS 2.00 X 0 0 0 HELEN B REVELEY BOARD OF DIRECTORS 2.00 X 0 0 0 DR WENDY L TACKETT BOARD OF DIRECTORS 2.00 X 0 0 0 TERESA HARRIS BOARD OF DIRECTORS 2.00 X 0 0 0 MICHAEL C QUINN BOARD OF DIRECTORS 2.00 X 0 0 0 WILLIAM W SEMONES BOARD OF DIRECTORS 2.00 X 0 0 0 JUSTIN MCCARTHY BOARD OF DIRECTORS 2.00 X 0 0 0 J FREDERICK ARMSTRONG PAST CHAIR 2.00 X 0 0 0 KELVIN MOORE BOARD OF DIRECTORS 2.00 X 0 0 0 CATHERINE W LYNN BOARD OF DIRECTORS 2.00 X 0 0 0 STEPHEN H WATTS II BOARD OF DIRECTORS 2.00 X 0 0 0 CHRISTIAN STEVENS WAYT BOARD OF DIRECTORS 2.00 X 0 0 0 STERLING A WILDER BOARD OF DIRECTORS 2.00 X 0 0 0 REMMEL T DICKINSON BOARD OF DIRECTORS 2.00 X 0 0 0 ALYSON M RAMSEY PRESIDENT AND CEO 40.00 X 126000 0 14154 COLE HARDEN DIRECTOR OF FINANCE AND AD 40.00 X 78280 0 13178 204280 0 27332 1 0 0 0 0 116750 1547727 91460 1664477 ADMISSIONS AND FIELD 561520 320266 320266 320266 40198 40198 192619 150214 42405 42405 -7323 49728 918146 797258 120888 120888 120888 131763 62166 69597 69597 MISC REVENUE 900099 31670 31670 31670 2289501 320266 -7323 312081 X 204280 60614 116938 26728 560347 470064 5303 84980 39996 27759 6394 5843 59697 41432 9544 8721 47724 33122 7630 6972 20000 20000 21465 21465 278389 162305 114615 1469 74840 74840 60448 33841 2778 23829 100040 66907 24081 9052 48569 14730 3886 29953 1446 1446 67882 69836 -1954 283963 202879 80261 823 66229 48558 9478 8193 EDUCATIONAL MATERIAL 21674 21629 33 12 FEES 16748 11242 1478 4028 MISCELLANEOUS 12265 4669 781 6815 TAXES AND INSURANCE 11799 11352 447 9387 7841 1082 464 2007188 1365066 424240 217882 1409192 419555 89096 104281 654739 332797 69198 72628 22828274 6353513 14806851 16474761 1934159 2021389 24352 22898 322151 348622 19309738 19796931 325133 448953 1860727 2104715 2185860 2553668 X 12383326 16685729 4740552 557534 17123878 17243263 19309738 19796931 282313 -456334 293406 0 X X 0 1 X 1 0 X 1190501 1626441 1582616 2275782 1664477 8339817 1190501 1626441 1582616 2275782 1664477 8339817 1815153 6524664 219469 256131 245861 260443 232817 1214721 9554538 1861604 0.68290 0.67020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 2023255 500000 -320747 76838 2125670 1901360 193231 71336 2023255 1754514 216230 69384 1901360 1506163 315114 66763 1754514 1648348 -76640 65545 1506163 0.94490 0.05060 0.00450 0 0 5667799 5667799 10845082 5390061 5455021 580829 514422 66407 5734564 449030 5285534 16474761 2317647 -456334 293406 212539 49611 2268036 21465 21465 2289501 2198262 212539 212539 1985723 21465 21465 2007188 PART III, LINE 4: PART OF THE ORGANIZATION'S COLLECTIONS FIT INTO THE RESTORATION PROCESS (THE ANTIQUE TOOLS ARE USED TO DEMONSTRATE THE WOODWORKING PROCESS). HOWEVER, THE MAJORITY OF THE COLLECTION IS JEFFERSON-ERA FURNITURE AND LETTERS WRITTEN BY MR. JEFFERSON. THE COLLECTIONS FURTHER THE EXEMPT PURPOSE BY EDUCATING THE PUBLIC ABOUT THOMAS JEFFERSON AND PLANTATION LIFE IN COLONIAL TIMES. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST GOODS SOLD 62,324. RENTAL EXPENSES NETTED ON RETURN 150,215. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED ON RETURN 150,215. COST GOODS SOLD 62,324. X 6 85409 FAIR MARKET VALUE X SUPPLIES 10 6051 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE CORPORATION DISTRIBUTES THE 990 VIA EMAIL TO THE BOARD MEMBERS FOR THEIR REVIEW IN ADVANCE OF FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE CORPORATION MONITORS AND ENFORCES THE POLICY BY REQUIRING THE BOARD MEMBERS TO REAFFIRM THEIR UNDERSTANDING OF THE POLICY AND DISCLOSE THEIR FINANCIAL INTERESTS EACH YEAR. THE POLICY INCLUDES PROCEDURES FOR DETERMINING AND ADDRESSING CONFLICTS OF INTEREST, AS WELL AS PROCEDURES FOR ADDRESSING VIOLATIONS OF THE POLICY ITSELF. FORM 990, PART VI, SECTION B, LINE 15 THE CORPORATION'S PRESIDENT & CEO'S COMPENSATION WAS DETERMINED THROUGH COMPARABLE DATA AND THROUGH THE CONSULTING OF AN EXECUTIVE SEARCH FIRM. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS AND OTHER DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G ARCHITECTURE: PROGRAM SERVICE EXPENSES 8,764. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,764. CONSULTING: PROGRAM SERVICE EXPENSES 102. MANAGEMENT AND GENERAL EXPENSES 28,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 28,102. PHOTOGRAPHY: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,950. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,950. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 153,439. MANAGEMENT AND GENERAL EXPENSES 84,665. FUNDRAISING EXPENSES 1,469. TOTAL EXPENSES 239,573. PART XII, LINE 2C THE FINANCE COMMITTEE WHICH CONSISTS OF INDEPENDENT BOARD MEMBERS IS RESPONSIBLE FOR OVERSIGHT OF THE CORPORATION'S AUDIT AND SELECTION OF AN INDEPENDENT CERTIFIEC PUBLIC ACCOUNTANT.