2024-11-14T13:39:52-06:00 2023-12-31 640319291 SILAS SIMMONS LLP PO BOX 1027 NATCHEZ MS 391211027 990 2023-01-01 237372767 HISTORIC NATCHEZ FOUNDATION HIST 6014422500 POST OFFICE BOX 1761 NATCHEZ MS 39121 ANDY SARTIN PRESIDENT - 2024 6014422500 2024-11-13 1 0 SCOTT ADAMS CPA P01083682 6014427411 2024-11-13 2023 2024-10-15 13:58:12Z ANDY SARTIN 108 S COMMERCE ST NATCHEZ MS 39120 678293 0 X NATCHEZ.ORG X 1974 MS TO FOSTER, ENCOURAGE, AND ENGAGE IN THE PRESERVATION, RESTORATION, AND DEVELOPMENT OF HISTORIC OR IMPORTANT SITES, BUILDINGS, AND PERSONAL PROPERTY IN EVERY WAY DEEMED TO BE FEASIBLE, INCLUDING ACQUISITION OF BUILDINGS, SITES, AND OTHER PROPERTY FOR PRESERVATION. 18 18 9 50 0 0 160010 368211 72616 87136 293606 159085 1949 2345 528181 616777 0 0 0 0 270607 314343 0 0 43021 225996 270834 496603 585177 31578 31600 7515289 7560223 4023 16858 7511266 7543365 X TO FOSTER, ENCOURAGE, AND ENGAGE IN THE PRESERVATION, RESTORATION, AND DEVELOPMENT OF HISTORIC SITES, BUILDINGS, AND PERSONAL PROPERTY, IN EVERY WAY DEEMED TO BE FEASIBLE, INCLUDING ACQUISITION OF BUILDINGS, SITES, AND OTHER PROPERTY FOR PRESERVATION AND RESTORATION AND ESTABLISHMENT OF A REVOLVING FUND FOR THAT PURPOSE. 0 0 122264 54520 EDUCATION - INFORMATION RELATED TO NATCHEZ REGIONAL HISTORY, GENEALOGY, ARCHITECTURE, AND DECORATIVE ARTS IS PROVIDED ON A DAILY BASIS TO LOCAL CITIZENS, GOVERNMENTAL AND OTHER ORGANIZATIONS, VISITORS, SCHOLARS, WRITERS, GENEALOGISTS, HISTORICAL ASSOCIATIONS, MUSEUMS, FILMMAKERS, AND OTHERS. THE STAFF LECTURES AND CONSULTS ON NATCHEZ HISTORY; HISTORIC PRESERVATON; ARCHITECTURE; ARCHIVAL AND COLLECTIONS MANAGEMENT; DECORATIVE ARTS; LANDSCAPES; AND GARDENS TO LOCAL CITIZENS, LOCAL AND VISITING ORGANIZATIONS, AND TO TOURISTS. DISPLAYS EXHIBITS RELATED TO THE THEMES PREVIOUSLY CITED, AS WELL AS CONTEMPORARY FINE ART BY ARTISTS CURRENTLY OR FORMERLY ASSOCIATED WITH NATCHEZ. THE FOUNDATION ALLOWS OTHER NON-PROFIT AND GOVERNMENTAL ENTITIES TO USE THE FACILITIES AT NO CHARGE FOR MEETINGS AND EDUCATIONAL PROGRAMMING. 258758 115331 PRESERVATION - WORKS TO PRESERVE HISTORIC BUILDINGS, WHICH SOMETIMES INVOLVES ACQUISITION AND RESTORATION. THE FOUNDATION PLACES PRESERVATION EASEMENTS IN PERPETUITY ON ALL HISTORIC PROPERTIES THAT ARE ACQUIRED FOR PRESERVATION PURPOSES BEFORE ANY RESALE OF THE PROPERTY.THE FOUNDATION SOLICITS PRESERVATION AND RESTORATION GRANTS AND OTHER FUNDING AND ADMINISTERS TWO FUNDS DEDICATED TO PRESERVATION AND RESTORATION ACTIVITIES.THE FOUNDATION WORKS WITH THE CITY TO INSURE THAT PUBLIC AND PRIVATE PROJECTS MEET HISTORIC PRESERVATION GUIDELINES.THE FOUNDATION ADVISES ON PROPER PRESERVATION AND RESTORATION METHODOLOGY AND ON THE DESIGN OF NEW BUILDINGS TO MAKE THEM COMPATIBLE WITHIN A HISTORIC CONTEXT. 89518 39842 COLLECTIONS - HAS A SIGNIFICANT COLLECTION OF IMPORTANT ARCHIVAL MATERIAL, MUSEUM ARTIFACTS, AND PUBLIC RECORDS RELATED TO THE HISTORY OF THE NATCHEZ REGION. THE FOUNDATION'S COLLECTIONS INCLUDE BOOKS, PHOTOGRAPHS, DOCUMENTS, SITE FILES, SUBJECT FILES, PUBLIC RECORDS, AND ARTIFACTS. THE ARCHIVES AND PUBLIC RECORDS ARE MADE AVAILABLE ON A DAILY BASIS TO THE PUBLIC UNDER SUPERVISION OF FOUNDATION STAFF. THE FOUNDATION MAINTAINS A RESEARCH LIBRARY WITH BOOKS AND REFERENCE MATERIAL ON NATCHEZ AND REGIONAL HISTORY, MISSISSIPPI HISTORY, HISTORIC PRESERVATION, ARCHITECTURE, DECORATIVE ARTS, FINE ARTS, AND MUSEUM MANAGEMENT. THE ADAMS COUNTY BOARD OF SUPERVISORS HAS ENTRUSTED THE FOUNDATION WITH THE CARE AND MANAGEMENT OF PUBLIC COURTHOUSE RECORDS DATING TO THE 18TH, 19TH, AND 20TH CENTURIES.THE COUNTY BEGAN RELOCATING CIRCUIT COURT RECORDS TO THE FOUNDATION IN 1992, AND THE PROGRAM EXPANDED IN 2008 TO INCLUDE THE CHANCERY COURT RECORDS. THE COUNTY PROVIDES A SMALL AMOUNT OF FUNDING FOR RECORDS MANAGEMENT. THE FOUNDATION HAS SPONSORED THE PROGRAM IN CONJUNCTION WITH UNIVERSITIES AND THE NATIONAL PARK SERVICE TO PRESERVE AND CATALOGUE THESE VALUABLE HISTORIC DOCUMENTS. STAFF MEMBERS CONTINUE TO PROCESS RECORDS TO PRESERVE THEM AND TO BUILD A COMPREHENSIVE COMPUTER DATABASE TO MAKE THEM MORE ACCESSIBLE TO THE PUBLIC. 470540 1 1 0 0 0 0 1 1 0 1 1 0 1 0 0 0 0 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 7 0 1 9 1 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X CARTER BURNS 6014422500 108 SOUTH COMMERCE ST NATCHEZ MS 39120 X LANSEN BARROW DIRECTOR 2.00 X 0 0 0 CHUCK CALDWELL DIRECTOR 2.00 X 0 0 0 PATRICK R BIGLANE PRESIDENT - 2023 3.00 X X 0 0 0 JOSEPH M HAZLIP JR PAST PRESIDENT 3.00 X X 0 0 0 BROOKS HARRINGTON DIRECTOR 2.00 X 0 0 0 SCOTT ADAMS TREASURER 3.00 X X 0 0 0 LEAH DAVIS DIRECTOR 2.00 X 0 0 0 ELISE RUSHING SECRETARY 2.00 X X 0 0 0 ROBB GRAY DIRECTOR 2.00 X 0 0 0 DORA HAWKINS DIRECTOR 2.00 X 0 0 0 ANDY SARTIN PRESIDENT ELECT - 2024 3.00 X X 0 0 0 SARAH HUSTON DIRECTOR 2.00 X 0 0 0 SONNY GWIN DIRECTOR 2.00 X 0 0 0 PHILIP CARBY DIRECTOR 2.00 X 0 0 0 KATIE WATSON DIRECTOR 2.00 X 0 0 0 LYNETTE TANNER DIRECTOR 2.00 X 0 0 0 LEONARDO LANG DIRECTOR 2.00 X 0 0 0 BETTY JO HARRIS DIRECTOR 2.00 X 0 0 0 0 0 0 0 0 0 0 0 61036 66146 241029 215575 368211 FACILITY INCOME 900099 55322 55322 CONSULTING & LECTURE F 900099 17000 17000 SPECIAL EVENT INCOME 900099 13186 13186 REGISTRATIONS AND FEES 900099 1628 1628 87136 120034 120034 19801 79250 0 60000 19801 19250 39051 39051 1338 1516 -178 -178 MISC REVENUE 900099 2523 2523 2523 616777 248566 0 0 262960 226145 15778 21037 22910 19702 1375 1833 28473 24487 1708 2278 27120 23324 1627 2169 673 579 40 54 29168 25085 1750 2333 95023 81720 5701 7602 761 654 46 61 21004 18064 1260 1680 21155 18193 1270 1692 INVESTMENT EXPENSE - NO 47410 8060 39350 WAGNER'S STORE PROJECT 19250 16555 1155 1540 DUES & SUBSCRIPTIONS 6264 5387 376 501 MISCELLANEOUS 1500 1290 90 120 1506 1295 90 121 585177 470540 71616 43021 28865 61862 656563 479259 191166 18200 12974 12974 2542519 111232 2431287 2431287 3917693 4064325 276741 492316 7515289 7560223 1179 2824 2844 14034 4023 16858 X 0 0 0 0 7511266 7543365 7511266 7543365 7515289 7560223 31600 499 0 X 0 0 0 X 572097 134659 177660 160010 152636 1197062 572097 134659 177660 160010 152636 1197062 1197062 210909 254353 268518 367922 250082 1351784 2548846 0.46960 0.56140 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 492316 X X X 0 4540548 196643 589686 324594 5002283 5838183 -855348 442287 4540548 5542426 690796 395039 5838183 4899658 785304 142536 5542426 4758966 532177 391485 4899658 0.99460 0.00540 0 0 255241 255241 2176046 2176046 111232 111232 0 2431287 MUSEUM OBJECTS 5573 C DONATED BOOKS & FURNITURE 10928 C PRODUCTS PURCHASED FOR REPRODUCTION 3240 C SIMONTON GOTHIC HALL STAND 150000 C MORONEY ARCHITECTURAL DRAWINGS 72000 C PORTAIT OF SAMUEL BROOKS, FIRST MAYOR OF NATCHEZ 35000 C CONTENTS OF HOPE FARMS 215575 C 492316 PART II, LINE 3: THE FOUNDATION HAS NEVER RECEIVED A QUALIFIED CONSERVATION EASEMENT AS A DONATION. THE EASEMENTS HELD BY THE FOUNDATION WERE PLACED BY THE FOUNDATION ON HISTORIC PROPERTIES OWNED BY THE FOUNDATION BEFORE THEIR RESALE. SINCE NONE OF THE FOUNDATION'S EXISTING EASEMENTS WERE RECEIVED AS CONTRIBUTIONS, THE FOUNDATION HAS NEVER REPORTED THE EASEMENTS THAT IT HOLDS IN ITS REVENUE OR EXPENSE STATEMENT. PART III, LINE 1A: THE AMOUNT REPRESENTS COLLECTIONS AND ACQUISITIONS THAT WERE VALUED AND LISTED INDIVIDUALLY BEFORE THE FOUNDATION BECAME A MORE COLLECTIONS-FOCUSED ORGANIZATION AND ELECTED UNDER SFAS 116(ASC958) NOT TO REPORT WORKS OF ART, ETC., HELD FOR PUBLIC EXHIBITION, EDUCATION, OR RESEARCH, ETC. PART III, LINE 4: THE FOUNDATION INITIALLY FOCUSED MOST OF ITS ATTENTION ON BUILDINGS, BUT EXPANDED TO PERSONAL PROPERTY IN CREATING A SIGNIFICANT ARCHIVAL COLLECTION IN THE 1990S AND 2000S AND IS INCREASINGLY BECOMING MORE FOCUSED ON MUSEUM AND EXHIBIT DEVELOPMENT. PART V, LINE 4: INCOME FROM THE ENDOWMENT HAS ENABLED THE FOUNDATION TO ACQUIRE AND REHABILITATE HISTORIC PROPERTY AND ASSIST PUBLIC AND PRIVATE OWNERS OF HISTORIC PROPERTY IN RESEARCHING, RESTORING, MAINTAINING, AND INTERPRETING THEIR HISTORIC PROPERTIES. THE ENDOWMENT ALSO SUPPORTS OPERATIONAL EXPENSES. X 1 215575 APPRAISAL 3 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 HISTORIC NATCHEZ FOUNDATION IS A MEMBERSHIP ORGANIZATION WITH MEMBERSHIP OPEN TO THE GENERAL PUBLIC. FORM 990, PART VI, SECTION A, LINE 7A HISTORIC NATCHEZ FOUNDATION IS A MEMBERSHIP ORGANIZATION WITH MEMBERSHIP OPEN TO THE GENERAL PUBLIC. FORM 990, PART VI, SECTION B, LINE 11B THE TREASURER AND CPAS ON THE BOARD REVIEW THE RETURN. THE TAX RETURN IS THEN EMAILED TO ALL MEMBERS OF THE BOARD FOR REVIEW AND COMMENT PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION HAS AN EMPLOYEE MANUAL THAT ADDRESSES CONFLICTS OF INTEREST THAT ARE SPECIFIC TO MUSEUMS AND NON-POFITS. BOARD MEMBERS CONSCIENTIOUSLY RECUSE THEMSELVES FROM VOTING ON ISSUES THAT COULD BE CONSTRUED AS CONFLICTS OF INTEREST. BOARD MEMBERS AND STAFF COMPLETE A CONFLICT OF INTEREST FORM ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S TAX RETURN, GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE FOR REVIEW AND INSPECTION AT THE HEADQUARTERS OF THE FOUNDATION.