2024-03-26T12:30:03-05:00 2023-12-31 561706742 DAVIDSON HOLLAND WHITESELL & CO PLLC 209 13TH AVE PLACE NW SUITE 200 HICKORY NC 28601 990 2023-01-01 882686374 WALDENSIAN HERITAGE FOUNDATION INC WALD 8288741111 PO BOX 111 VALDESE NC 28690 JOHN HEILMAN CHAIR 8288741111 2024-03-26 1 JOHN HEILMAN 999009999 1 MATTHEW MCKINNEY P01707028 8283222070 2024-03-26 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z JOHN HEILMAN PO BOX 111 VALDESE NC 28690 244512 0 X WWW.WALDENSIANHERITAGEMUSEUM.COM X 2021 NC TO PRESERVE AND PROMOTE THE CULTURAL HERITAGE, THE GENEALOGICAL RECORDS, AND THE RELIGIOUS DEVOTION OF THE WALDENSES WHO IMMIGRATED FROM THE COTTIAN ALPS OF NORTHWESTERN ITALY AND SETTLED IN VALDESE, NORTH CAROLINA, STARTING IN MAY 1893, AS WELL AS TO EDUCATE THE COMMUNITY ABOUT THIS IMPORTANT PART OF HISTORY. 12 12 2 36 0 0 1918045 156935 0 83604 0 227 0 1238 1918045 242004 0 0 0 0 0 42450 0 0 0 9507 120850 9507 163300 1908538 78704 1940493 2012242 31955 25000 1908538 1987242 X TO PRESERVE AND PROMOTE THE CULTURAL HERITAGE, THE GENEALOGICAL RECORDS, AND THE RELIGIOUS DEVOTION OF THE WALDENSES. THIS INCLUDES SOLICITATION OF FUNDS THROUGH DONATIONS/GRANTS AND THE UTILIZATION OF RESOURCES FOR THE GROWTH, SUSTAINMENT, MAINTENANCE, AND OPERATIONS OF THE MUSEUM INCLUDING EDUCATIONAL ENHANCEMENTS. THE MUSEUM PROVIDES DISPLAYS, ARTIFACTS AND PROGRAMS THAT PORTRAY WALDENSIAN LIFE, RELIGIOUS BELIEFS AND WITNESSING, WHICH BEGAN IN THE WALDENSIAN VALLEYS SEVERAL HUNDRED YEARS PRIOR TO THE PROTESTANT REFORMATION. ITS PRESENCE IS A TESTAMENT TO THE WALDENSES' STRONG LOVE OF JESUS CHRIST IN THE WORLD AND THEIR COLONIZATION IN VALDESE. THE MISSION IS AIMED AT THOSE WITHIN AND BEYOND THE BOUNDARIES OF OUR LOCAL AND REGIONAL COMMUNITIES AND INCLUDES THOSE OF WALDENSIAN HERITAGE BY BIRTH, AND JUST AS IMPORTANTLY, BY FAITH IN JESUS CHRIST. 1 0 73238 3835 THE CORPORATION OWNS AND OPERATES A MUSEUM THAT PROVIDES DISPLAYS, ARTIFACTS AND PROGRAMS THAT PORTRAY WALDENSIAN LIFE, RELIGIOUS BELIEFS AND WITNESSING, WHICH BEGAN IN THE WALDENSIAN VALLEYS SEVERAL HUNDRED YEARS PRIOR TO THE PROTESTANT REFORMATION. ITS PRESENCE IS A TESTAMENT TO THE WALDENSES' STRONG LOVE OF JESUS CHRIST IN THE WORLD AND THEIR COLONIZATION IN VALDESE, NORTH CAROLINA. 68874 81007 THE CORPORATION SPONSORED A TRIP TO THE WALDENSIAN HOMELAND IN ITALY. A GROUP OF 25, MOST OF WALDENSIAN LINEAGE, TOURED HISTORICAL SITES AND MUSEUMS, VISITED TOWNS AND CEMETERIES OF THEIR ANCESTORS, ATE AUTHENTIC CUISINE, STAYED IN ACCOMODATIONS OWNED BY THE WALDENSIAN CHURCH LOCATED IN THE SISTER CITY OF VALDESE, NC, ATTENED A SERVICE IN A WALDENSIAN CHURCH, LEARNED HISTORICAL INFORMATION, AND DID GENEALOGICAL RESEARCH. THE TRIP ALSO INCLUDED A VISIT TO WALDENSIAN SITES AND SETTLEMENTS IN GERMANY. THE CORPORATION ARRANGED AND PAID FOR TRANSPORTION, LODGING, ADMISSIONS, AND MOST OF THE MEALS. THE TRAVELERS REIMBURSED THE CORPORATION THE ESTIMATED COST OF THE TRIP PLUS AN AMOUNT TO OFFSET EXCHANGE RATES, UNEXPECTED, AND INDIRECT COSTS. 142112 1 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 1 3 0 1 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 0 0 NC X X MARK ROSTAN 8288741111 PO BOX 111 VALDESE NC 28690 X ROBERT MURRAY DIRECTOR 1.00 X 0 0 0 PAGE ANDERSEN DIRECTOR 1.00 X 0 0 0 PAM PONS DIRECTOR 1.00 X 0 0 0 MORRISSA ANGI DIRECTOR 1.00 X 0 0 0 DANIEL BOUNOUS DIRECTOR 1.00 X 0 0 0 STEVE DEMITER DIRECTOR 1.00 X 0 0 0 DAVID FLETCHER DIRECTOR 1.00 X 0 0 0 STEVE MARTINAT DIRECTOR 1.00 X 0 0 0 FRANK GRILL DIRECTOR 1.00 X 0 0 0 JOHN BOUNOUS SECRETARY 4.00 X X 0 0 0 JOHN MARK ROSTAN TREASURER 4.00 X X 0 0 0 JOHN HEILMAN CHAIR 4.00 X X 0 0 0 JAMES ROSTAN VICE-CHAIR 4.00 X X 0 0 0 0 0 0 0 0 0 0 0 8975 147960 156935 ENTRANCE AND PROGRAM F 712110 83604 83604 83604 227 227 3746 2508 1238 1238 242004 84842 0 227 37475 28106 9369 1687 1265 422 3288 2466 822 2294 2294 5240 5240 1060 1060 5625 4219 1406 24445 24201 244 68874 68874 1379 1379 2627 1503 1124 ARCHIVES AND EXHIBITS 9039 9039 SOLICITATION LICENSE AN 267 267 163300 142112 21188 0 40493 109802 0 2440 1900000 0 1900000 1900000 1940493 2012242 31955 25000 31955 25000 X 60520 1908538 1926722 1908538 1987242 1940493 2012242 78704 0 X 0 0 0 X 1918045 156935 2074980 1918045 156935 2074980 2074980 227 227 2075207 84842 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 X X X 0 48000 48000 1852000 1852000 1900000 PART III, LINE 1A: COLLECTION OF LATE 1800'S AND EARLY 1900'S FARMING, HOUSEHOLD, CLOTHING ITEMS, AND RELIGIOUS ARTIFACTS. ALSO PRESERVED ARE ARTIFACTS FROM EARLY INDUSTRY AND CIVIC LIFE IN VALDESE AND HISTORICAL AND GENEALOGICAL BOOKS AND RECORDS. PART III, LINE 4: COLLECTION OF LATE 1800'S AND EARLY 1900'S FARMING, HOUSEHOLD, CLOTHING ITEMS, AND RELIGIOUS ARTIFACTS DONATED BY THE WALDENSIAN SETTLERS OF VALDESE, MANY WHICH WERE BROUGHT FROM THEIR HOMELAND IN NORTHWEST ITALY. ALSO PRESERVED ARE ARTIFACTS FROM EARLY INDUSTRY AND CIVIC LIFE IN VALDESE AND HISTORICAL AND GENEALOGICAL BOOKS AND RECORDS. EUROPE 0 0 TRIP TO WALDENSIAN HOMELAND - PROGRAM SERVICE. A GROUP OF 25, MOST OF WALDENSIAN LINEAGE, TOURED HISTORICAL SITES AND MUSEUMS, VISITED TOWNS AND CEMETERIES OF THEIR ANCESTORS, ATE AUTHENTIC CUISINE, STAYED IN ACCOMODATIONS OWNED BY THE WALDENSIAN CHURCH LOCATED IN THE SISTER CITY OF VALDESE, NC, ATTENED A SERVICE IN A WALDENSIAN CHURCH, LEARNED HISTORICAL INFORMATION, AND DID GENEALOGICAL RESEARCH. THE TRIP ALSO INCLUDED A VISIT TO WALDENSIAN SITES AND SETTLEMENTS IN GERMANY. 68874 0 0 0 0 0 0 68874 0 68874 0 0 0 0 0 0 PART I, LINE 3: THE ACCRUAL METHOD WAS USED TO DETERMINE THE EXPENDITURES LISTED ON FORM 990, SCHEDULE F, PART I, LINE 3 (1) (F). BOARD MEMBER DIRECTOR 3600 SEE BELOW SEE BELOW FORM 990, SCHEDULE L, PART III. LINE 1D AND LINE 1E AS DESCRIBED ON FORM 990, PART III, LINE 4B, THE CORPORATION SPONSORED A TRIP TO THE WALDENSIAN HOMELAND. TWO OF THE 25 TRAVELERS ARE EMPLOYEES OF THE TOWN OF VALDESE, NC TOURISM DEPARTMENT. THE CORPORATION DEEEMED THAT THEIR PARTICATION IN THE EVENT WOULD GIVE THEM A BETTER UNDERSTANDING AND APPRECIATION OF WALDENSIAN HISTORY, HERITAGE, AND CULTURE AND THUS ASSIST THEM BETTER PERFORM THEIR JOB DUTIES IN REGARDS TO PROMOTING THE HERITAGE OF THE WALDENSES, WHICH IN TURN WOULD HELP THE MUSEUM FULFILL ITS MISSION. IN AN EFFORT TO FACILIATE THEIR PARTICIPATION IN THE TRIP, THE CORPORATION USED FUNDS PREVIOUSLY DONATED FOR SUCH PURPOSE TO OFFSET A PORTION OF WHAT THESE TWO TRAVELERS WOULD OTHERWISE REIMBURSE FOR THE COST OF THE TRIP. ONE OF THESE TWO TRAVELERS IS A DIRECTOR OF THE CORPORATION AND IS THEREFOR LISTED ON SCHEDULE L. ANOTHER DIRECTOR ALSO PARTIPATED IN THE EVENT BUT REIMBURSED THE FULL AMOUNT AS THEY ARE NOT A TOWN TOURISM EMPLOYEE. X 18 0 FASB ASC 958 0 0 0 FORM 990, PART III, LINE 2 THE CORPORATION SPONSORED A TRIP TO THE WALDENSIAN HOMELAND IN ITALY. A GROUP OF 25, MOST OF WALDENSIAN LINEAGE, TOURED HISTORICAL SITES AND MUSEUMS, VISITED TOWNS AND CEMETERIES OF THEIR ANCESTORS, ATE AUTHENTIC CUISINE, STAYED IN ACCOMODATIONS OWNED BY THE WALDENSIAN CHURCH LOCATED IN THE SISTER CITY OF VALDESE, NC, ATTENED A SERVICE IN A WALDENSIAN CHURCH, LEARNED HISTORICAL INFORMATION, AND DID GENEALOGICAL RESEARCH. THE TRIP ALSO INCLUDED A VISIT TO WALDENSIAN SITES AND SETTLEMENTS IN GERMANY. THE CORPORATION ARRANGED AND PAID FOR TRANSPORTION, LODGING, ADMISSIONS, AND MOST OF THE MEALS. THE TRAVELERS REIMBURSED THE CORPORATION THE ESTIMATED COST OF THE TRIP PLUS AN AMOUNT TO OFFSET EXCHANGE RATES, UNEXPECTED, AND INDIRECT COSTS. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN WAS PREPARED BY AN INDEPENDENT ACCOUNTANT WITH ASSISTANCE AND OVERSIGHT BY MANAGEMENT. UPON COMPLETION AND REVIEW, THE RETURN WAS ELECTRONICALLY DELIVERED TO EACH VOTING BOARD MEMBER PRIOR TO SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST STATEMENTS ARE DISTRIBUTED ANNUALLY TO ALL OFFICERS, DIRECTORS, AND COMMITTEE MEMBERS. THESE FORMS ARE REVIEWED BY THE EXECUTIVE DIRECTOR AND MAINTAINED IN THE FOUNDATION OFFICE. THE EXECUTIVE DIRECTOR DISCLOSES TO THE BOARD HIS / HER PARTICIPATION ON ALL BOARDS AND COMMITTEES FOR OTHER ORGANIZATIONS AND UPDATES THE BOARD IF THERE ARE ANY CHANGES. FORM 990, PART VI, SECTION B, LINE 15A A COMMITTEE OF THE CORPORATION, COMPRISED OF INDEPENDENT MEMBERS AND USING THE COMPARABILITY DATA AVAILABLE TO IT, SUGGESTED THE COMPENSATION OF THE EXECUTIVE DIRECTOR WHICH IS APPROVED ANNUALLY BY VOTE OF THE ENTIRE BOARD. CONTEMPORANOUS MINUTES ARE KEPT BY THE CORPORATION'S COMMITTEES AND BOARD FOLOWING APPROVAL OF SUCH BY THE RESPECTIVE BODY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S ADMINISTRATIVE OFFICE. IN ADDITION, THE FINANCIAL STATEMENTS AND THE FORM 990 ARE AVAILABLE ON THE GUIDESTAR WEBSITE.