2024-06-05T13:23:42-05:00 2023-09-30 363168081 SIKICH LLC 333 JOHN CARLYLE STREET SUITE 500 ALEXANDRIA VA 22314 990 2022-10-01 526037288 ACCOKEEK FOUNDATION INC ACCO 3012832113 3400 BRYAN POINT ROAD ACCOKEEK MD 20607 ANJELA BARNES EXECUTIVE DIRECTOR 3012832113 2024-05-31 1 ANJELA BARNES 999009999 0 JILL M BOYLE CPA P01246734 7038361350 2024-05-28 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ANJELA BARNES 3400 BRYAN POINT ROAD ACCOKEEK MD 20607 2456250 0 X WWW.ACCOKEEK.ORG X 1957 MD TO CULTIVATE PASSION FOR THE NATURAL AND CULTURAL HERITAGE OF PISCATAWAY PARK. 13 13 31 190 0 0 1050562 1039792 63649 104438 142547 -74105 2801 41036 1259559 1111161 0 0 0 0 1035748 1259101 0 0 128992 500745 543591 1536493 1802692 -276934 -691531 2932817 2451868 158531 99741 2774286 2352127 TO CULTIVATE PASSION FOR THE NATURAL AND CULTURAL HERITAGE OF PISCATAWAY PARK AND COMMITMENT TO STEWARDSHIP AND SUSTAINABILITY. 0 0 723285 75456 EDUCATION - THE ACCOKEEK FOUNDATION PROVIDES EDUCATIONAL PROGRAMS THAT ENHANCE REGIONAL EDUCATIONAL STANDARDS TAUGHT IN THE CLASSROOM ABOUT HISTORY, CULTURE, AND THE ENVIRONMENT. 696326 28982 RESOURCE STEWARDSHIP - STEWARD AND PRESERVE THE BIODIVERSITY AND CULTURAL SIGNIFICANCE OF A HISTORICAL LANDSCAPE (MOUNT VERNON VIEWSHED) UTILIZING REGENERATIVE AGRICULTURAL METHODS, AND MANAGEMENT OF HISTORIC PROPERTY. 1419611 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 1 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 0 0 0 0 0 1 13 0 31 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MD X THE ORGANIZATION 3012832113 3400 BRYAN POINT ROAD ACCOKEEK MD 20607 VIRGINIA BUSBY TRUSTEE, CHAIR 10.00 X X 0 0 0 JOSEPH HARLEY TRUSTEE, VICE CHAIR 3.00 X X 0 0 0 RANDI KORN TRUSTEE, SECRETARY 10.00 X X 0 0 0 REGINA FADEN TRUSTEE, TREASURER 10.00 X X 0 0 0 MATTHEW HALLETT TRUSTEE, ASST TREASURER 3.00 X 0 0 0 ANDREW FELLOWS TRUSTEE 10.00 X 0 0 0 DAVID PROCTOR TRUSTEE 5.00 X 0 0 0 RICO NEWMAN TRUSTEE 5.00 X 0 0 0 DAVID SLOAN END 93023 TRUSTEE 3.00 X 0 0 0 BONNETTA ADEEB TRUSTEE 3.00 X 0 0 0 THOMASINA COATES TRUSTEE 3.00 X 0 0 0 JUDY GELI ROBINSON TRUSTEE 3.00 X 0 0 0 SUSAN PROCTOR TRUSTEE 3.00 X 0 0 0 STEVEN TUCKER END 62723 TRUSTEE, VICE CHAIR 3.00 X X 0 0 0 ALESSANDRO RUSSO END 123122 TRUSTEE 3.00 X 0 0 0 LAURA FORD PRESIDENT/CEO/STRATEGIC ADVISOR 40.00 X 90463 0 10730 ANJELA BARNES VICE PRESIDENT/COO/INTERIM ED/EXECUTIVE DIRECTOR 40.00 X 82670 0 4483 173133 0 15213 0 0 0 0 0 946804 92988 1039792 CONTRACTS 611600 55144 55144 FARM AND MUSEUM SALES 110000 20842 20842 FACILITIES USE 532000 17850 17850 ADMISSIONS/WORKSHOPS 611600 10602 10602 104438 37157 37157 1233827 1345089 -111262 -111262 -111262 OTHER REVENUE 900099 41036 41036 41036 1111161 104438 0 -33069 207077 115850 54609 36618 908131 823805 29523 54803 11226 9487 828 911 39320 35985 1068 2267 93347 78883 6889 7575 1771 1771 94550 94550 7325 7325 60791 60670 121 39581 36607 2974 11809 3750 1889 6170 42726 35474 3846 3406 25619 25436 93 90 53615 44515 4825 4275 74933 62215 6744 5974 SUPPLIES AND EQUIPMENT 55630 54641 160 829 BUILDING MAINTENANCE 37883 37883 FEES AND DUES 37358 31017 3362 2979 1802692 1419611 254089 128992 80548 119610 9413 87994 35450 8649 12833 16005 14287 31361 1805395 1197826 657549 607569 2122737 1580680 2932817 2451868 158483 99741 48 0 158531 99741 X 1788489 1382427 985797 969700 2774286 2352127 2932817 2451868 -691531 269372 0 X X 0 1 X 1 1 1 X 1000402 1048729 1182564 1050562 1039792 5322049 1000402 1048729 1182564 1050562 1039792 5322049 13901 5308148 38476 38470 34330 35053 37157 183486 3861 405 1335 2801 41036 49438 5554973 291526 0.95560 0.96410 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 3,861. 2019 AMOUNT: $ 405. 2020 AMOUNT: $ 1,335. 2021 AMOUNT: $ 2,801. 2022 AMOUNT: $ 41,036. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 2122737 187943 730000 1580680 2484154 -181418 179999 2122737 2199612 404542 120000 2484154 2015334 355853 90277 261852 2199612 2679848 145040 117362 2707526 0.43000 0.57000 0.00000 0 0 958436 682303 276133 405439 184888 220551 375492 330635 44857 66028 66028 607569 X 1374208 269372 1000 270372 1103836 7325 7325 1111161 1796367 1000 1000 1795367 7325 7325 1802692 PART III, LINE 4: THE ACCOKEEK FOUNDATION MAINTAINS AN 18TH CENTURY HERITAGE FARM EXHIBIT INCLUDING A HISTORIC TOBACCO BARN, FARMHOUSE, RARE COLLECTION OF HERITAGE BREEDS OF LIVESTOCK, HEIRLOOM AND NATIVE PLANT VARIETIES, AND A RESEARCH LIBRARY FOR THE PURPOSES OF PUBLIC EDUCATION, SCIENTIFIC RESEARCH, AND THE PRESERVATION FOR FUTURE GENERATIONS. PART V, LINE 4: THE FOUNDATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES, APPROVED BY THE BOARD OF TRUSTEES, FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT FUNDS WHILE ALSO MAINTAINING THE PURCHASING POWER OF THOSE ENDOWMENT ASSETS. PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL AND LOCAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ON INCOME DERIVED FROM ACTIVITIES RELATED TO ITS EXEMPT PURPOSE. THE FOUNDATION IS NOT CLASSIFIED AS A PRIVATE FOUNDATION. THE FOUNDATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE THEIR TAX-EXEMPT STATUS THAT WOULD REQUIRE RECOGNITION IN THE ACCOMPANYING FINANCIAL STATEMENTS. GENERALLY, TAX RETURNS ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES FOR UP TO THREE YEARS FROM THE DATE A COMPLETED RETURN IS FILED. IF MATERIAL OMISSIONS OF INCOME EXIST, TAX RETURNS MAY BE SUBJECT TO EXAMINATION FOR UP TO SIX YEARS. IT IS THE FOUNDATION'S POLICY TO DISCLOSE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN THE ACCOMPANYING FINANCIAL STATEMENTS. AS OF SEPTEMBER 30, 2023 THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS WHICH SHOULD BE DISCLOSED. THE FOUNDATION IS NO LONGER SUBJECT TO U.S. FEDERAL OR STATE EXAMINATIONS BY TAX AUTHORITIES FOR TAX YEARS PRIOR TO 2020. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 WAS PROVIDED TO BOARD OF TRUSTEES IN ADVANCE OF A REGULARLY SCHEDULED MEETING . THE BOARD WAS PROVIDED WITH THE OPPORTUNITY TO ASK QUESTIONS AND REVIEW THE FORM AND TO PROVIDE CORRECTIONS AS APPROPRIATE. FORM 990, PART VI, SECTION B, LINE 12C THE ACCOKEEK FOUNDATION ANNUALLY DISCUSSES THE CONFLICT OF INTEREST POLICY AND ALL BOARD MEMBERS AND EMPLOYEES COMPLETE AN AFFIRMATION OF COMPLIANCE AND DISCLOSURE FORM. FORM 990, PART VI, SECTION B, LINE 15A THE ACCOKEEK FOUNDATION USES COMPARABILITY DATA FOR DETERMINING SALARIES, AND THE INDEPENDENT MEMBERS OF THE BOARD OF TRUSTEES GO INTO EXECUTIVE SESSION TO DISCUSS THE PERFORMANCE OF UPPER LEVEL EMPLOYEES, AND TO SET SALARY LEVELS. FORM 990, PART VI, SECTION C, LINE 18 FORM 990 IS AVAILABLE ON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ACCOKEEK FOUNDATION PROVIDES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS TO ANY MEMBER OF THE PUBLIC UPON REQUEST, AND PROVIDE FINANCIAL INFORMATION ON ITS WEBSITE. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S PROCESSES FOR SELECTING AN INDEPENDENT ACCOUNT AND FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS HAVE NOT CHANGED DURING THE TAX YEAR.