2024-11-08T14:27:29-06:00 2023-12-31 540504608 BROWN EDWARDS & COMPANY LLP 828 MAIN STREET SUITE 1401 LYNCHBURG VA 24504 990 2023-01-01 541258296 THE CORPORATION FOR THOMAS JEFFERSON'S POPLAR FOREST CORP 4345251806 P O BOX 419 FOREST VA 245510419 ALYSON M RAMSEY PRESIDENT & CEO 4345251806 2024-11-08 1 1 PATRICK PITTMAN P00587461 4349489000 2024-10-30 2023 2024-10-15 13:58:12Z ALYSON M RAMSEY PO BOX 419 FOREST VA 24551 2376146 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. 24 24 30 71 -2027 0 1664477 1104821 320266 385830 161086 73844 143672 161582 2289501 1726077 0 0 0 0 912044 1032494 0 0 260591 1095144 1209094 2007188 2241588 282313 -515511 19796931 19495942 2553668 2631467 17243263 16864475 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 475978 INVESTIGATION AND RESTORATION OF JEFFERSON-DESIGNED BUILDINGS AT HIS RETREAT (1806). INCLUDES COSTS OTHER THAN THOSE CAPITALIZED 418075 ARCHAEOLOGICAL INVESTIGATION OF JEFFERSON'S ORNAMENTAL AND PLANTATION LANDSCAPE; INCLUDING STRUCTURES THAT HOUSED THE ENSLAVED COMMUNITY. 568149 385830 EDUCATIONAL SERVICES TO THE PUBLIC, INCLUDING GUIDED TOURS, HANDS-ON PROGRAMS FOR SCHOOL CHILDREN, FIELD SCHOOLS FOR ADULTS, AND PUBLIC PROGRAMS 1462202 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 34 0 1 30 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 24 24 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 FRANCIS B TEAGUE III CHAIR 2.00 X X 0 0 0 BOYCE BRANNOCK VICE CHAIR 2.00 X X 0 0 0 DENNIS A DUTTERER TREASURER 2.00 X X 0 0 0 JOHN A CONSTANCE SECRETARY 2.00 X X 0 0 0 J FREDERICK ARMSTRONG 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 T HENRY CLARKE V BOARD OF DIRECTORS 2.00 X 0 0 0 BENJAMIN MARCHI 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 DR KATHRYN M PUMPHREY 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 AMY G RAY BOARD OF DIRECTORS 2.00 X 0 0 0 ROBERT SPILLER BOARD OF DIRECTORS 2.00 X 0 0 0 GAYLE JESSUP WHITE BOARD OF DIRECTORS 2.00 X 0 0 0 ALYSON M RAMSEY PRESIDENT AND CEO 40.00 X 129635 0 16970 COLE HARDEN DIRECTOR OF FINANCE AND AD 40.00 X 82044 0 14604 211679 0 31574 1 0 0 0 0 79885 238464 786472 79123 1104821 ADMISSIONS AND FIELD 561520 385830 385830 385830 48452 48452 202305 145338 56967 56967 -2027 58994 402948 377556 25392 25392 25392 8415 79885 39697 -31282 -31282 177411 87478 89933 89933 MISCELLANEAOUS REVENUE 900099 45964 45964 45964 1726077 385830 -2027 237453 211679 62438 102146 47095 656653 554598 23022 79033 41333 29371 5958 6004 71237 50621 10269 10347 51592 36661 7437 7494 22700 22700 22081 22081 184296 49707 86701 47888 76080 74063 1993 24 61259 40814 3413 17032 152780 93926 45605 13249 47625 27030 5968 14627 1211 779 387 45 101691 103697 -2006 377934 210313 166768 853 75507 53639 11825 10043 EDUCATIONAL MATERIAL 28677 28613 39 25 FEES 21359 14883 1626 4850 TAXES AND INSURANCE 13230 12804 426 MISCELLANEOUS 12208 9281 1055 1872 10456 8964 1382 110 2241588 1462202 518795 260591 419555 54990 104281 96884 332797 232794 72628 82514 23128031 6790832 16474761 16337199 2021389 2133294 22898 22762 348622 535505 19796931 19495942 448953 267020 2104715 2364447 2553668 2631467 X 16685729 16333301 557534 531174 17243263 16864475 19796931 19495942 -515511 136723 0 X X 0 1 X 1 0 X 1626441 1582616 2275782 1664477 1104821 8254137 1626441 1582616 2275782 1664477 1104821 8254137 1452848 6801289 256131 245861 260443 232817 250757 1246009 9500146 1944518 0.71590 0.68290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 2125670 187787 83279 2230178 2023255 500000 -320747 76838 2125670 1901360 193231 71336 2023255 1754514 216230 69384 1901360 1506163 315114 66763 1754514 0.94560 0.04820 0.00620 0 0 5667799 5667799 10969077 5665928 5303149 590623 530950 59673 5900532 593954 5306578 16337199 2113288 136723 272569 409292 1703996 22081 22081 1726077 2492076 272569 272569 2219507 22081 22081 2241588 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 87,534. RENTAL EXPENSES NETTED ON RETURN 145,338. GALA EXPENSES NETTED ON RETURN 39,697. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED ON RETURN 145,338. COST GOODS SOLD 87,534. GALA EXPENSES NETTED ON RETURN 39,697. X X X 1 THE CURTIS GROUP 2512 SHEPHERDS LANE VIRGINIA BEACH VA 23454 FEASIBILTY STUDY & REPORT/PRESENTATION 0 0 44582 0 44582 GALA 88300 79885 8415 33531 1900 4266 88300 79885 8415 33531 1900 4266 39697 -31282 X 7 56192 FAIR MARKET VALUE X SUPPLIES 16 8066 FAIR MARKET VALUE X ADVERTISING 1 6500 FAIR MARKET VALUE X PRINTING 1 4680 FAIR MARKET VALUE X AUCTION ITEMS 9 3685 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. 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.