2024-02-15T14:11:11-06:00 2023-02-28 231386942 CAMPBELL RAPPOLD & YURASITS LLP 1033 S CEDAR CREST BLVD ALLENTOWN PA 181035443 990 2022-03-01 222773497 BURNSIDE PLANTATION INC BURN 6108820450 74 WEST BROAD STREET 310 BETHLEHEM PA 18018 LORIANN WUKITSCH PRESIDENT 6108820450 2024-02-08 1 LORIANN WUKITSCH 999009999 0 JASON L SERFASS CPA P01230026 6104357489 2024-02-08 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X LORIANN WUKITSCH 74 WEST BROAD STREET 310 BETHLEHEM PA 18018 36388 0 X WWW.HISTORICBETHLEHEM.ORG X 1986 PA RESTORATION, RECONSTRUCTION, MAINTENANCE AND INTERPRETATION OF AN HISTORIC FARM TO DEMONSTRATE THE RURAL LIFESTYLE OF THE 18TH AND 19TH CENTURY MORAVIAN ACADEMY. X 33 33 0 33 0 0 73068 20673 0 67 11404 9798 21500 5850 105972 36388 0 0 0 0 0 0 0 0 0 127562 71124 127562 71124 -21590 -34736 2060157 0 6499 0 2053658 0 SEE LINE 4A 0 0 69061 67 RESTORATION, RECONSTRUCTION, MAINTENANCE AND INTERPRETATION OF A HISTORIC FARM TO DEMONSTATE THE RURAL LIFESTYLE OF 18TH AND 19TH CENTURY MORAVIAN COMMUNITY. 69061 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 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 1 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 33 33 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 0 PA X X LORIANN WUKITSCH 6108820450 74 WEST BROAD STREET SUITE 310 BETHLEHEM PA 18018 BARBARA HOLLENBACH TRUSTEE 2.00 6.00 X 0 0 0 JOEL ROSENFELD CHAIRPERSON 2.00 6.00 X X 0 0 0 WILLIAM H LEHR VICE CHAIRPERSON 2.00 6.00 X X 0 0 0 SHEELA DONCHEZ SECRETARY 2.00 6.00 X X 0 0 0 DAVID THOMSON TREASURER 2.00 6.00 X X 0 0 0 MARY BROWN TRUSTEE 2.00 6.00 X 0 0 0 JASON CORT TRUSTEE 2.00 6.00 X 0 0 0 MARK CONNAR TRUSTEE 2.00 6.00 X 0 0 0 JUDY DOUGHERTY TRUSTEE 2.00 6.00 X 0 0 0 DOLLY DYER TRUSTEE 2.00 6.00 X 0 0 0 PAT FARRELL TRUSTEE 2.00 6.00 X 0 0 0 ANDREA FOUCEK TRUSTEE 2.00 6.00 X 0 0 0 MIKE GARGANTA TRUSTEE 2.00 6.00 X 0 0 0 COLLEEN GILBERT TRUSTEE 2.00 6.00 X 0 0 0 ANNE RAMPOLLA TRUSTEE 2.00 6.00 X 0 0 0 JUDY SAVCHAK TRUSTEE 2.00 6.00 X 0 0 0 JIM WHILDIN TRUSTEE 2.00 6.00 X 0 0 0 CYNTHIA KOSSO TRUSTEE 2.00 6.00 X 0 0 0 LOIS WELLS TRUSTEE 2.00 6.00 X 0 0 0 CAMILLE QUALTERE TRUSTEE 2.00 6.00 X 0 0 0 RONALD REYBITZ TRUSTEE 2.00 6.00 X 0 0 0 JIM MILLER TRUSTEE 2.00 6.00 X 0 0 0 PAT WITMER TRUSTEE 2.00 6.00 X 0 0 0 JENNIFER VAN DE VOORDE TRUSTEE 2.00 6.00 X 0 0 0 JOSH WEAKNECHT TRUSTEE 2.00 6.00 X 0 0 0 BRUCE PALMER TRUSTEE 2.00 6.00 X 0 0 0 MARGUERITE BROWN TRUSTEE 2.00 6.00 X 0 0 0 BEALL FOWLER TRUSTEE 2.00 6.00 X 0 0 0 NANCY AHLUM TRUSTEE 2.00 6.00 X 0 0 0 ALAN LOWCHER TRUSTEE 2.00 6.00 X 0 0 0 SUZANNE MASON TRUSTEE 2.00 6.00 X 0 0 0 BARRY PELL TRUSTEE 2.00 6.00 X 0 0 0 BRIAN SABOL TRUSTEE 2.00 6.00 X 0 0 0 LIZ SCOFIELD TRUSTEE 2.00 6.00 X 0 0 0 SUSAN WISE WILLARD TRUSTEE 2.00 6.00 X 0 0 0 ANNE ZUG TRUSTEE 2.00 6.00 X 0 0 0 KENNETH SMITH TRUSTEE 2.00 6.00 X 0 0 0 ROBERT DE BEER TRUSTEE 2.00 6.00 X 0 0 0 LUCINDA DEALTREY TRUSTEE 2.00 6.00 X 0 0 0 TANYA MOHAN TRUSTEE 2.00 6.00 X 0 0 0 LORIANN WUKITSCH PRESIDENT 2.00 46.00 X 0 108183 6380 0 108183 6380 0 0 0 0 0 20673 20673 TOURISM 900099 67 67 67 9798 9798 5850 0 5850 5850 5850 36388 67 0 15648 2063 2063 135 135 1462 1462 9997 9997 23940 23940 BUILDING REPAIRS & MAIN 32933 32933 SUPPLIES & BANK FEES 399 399 MISCELLANEOUS 195 195 71124 69061 2063 0 0 91847 0 30 0 0 0 0 0 0 110 0 0 0 1230003 0 0 388591 0 0 0 349576 0 2060157 0 999 5500 6499 0 X 1414868 0 638790 0 2053658 0 2060157 0 X -34736 -46694 -1972228 X X 0 1 X 1 0 X 53660 321750 174756 73068 20673 643907 25765 28032 -2266 21500 5917 78948 79425 349782 172490 94568 26590 722855 0 0 0 722855 4909 5163 7428 11828 9798 39126 4909 5163 7428 11828 9798 39126 84334 354945 179918 106396 36388 761981 0.94870 0.96010 0.05130 0.03990 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 507169 1100 -38959 469310 454390 51345 23891 22457 507169 290616 111450 66636 14312 454390 205728 91250 8224 14586 290616 207922 3575 2050 7819 205728 0 X PART III, LINE 4: THE ORGANIZATION MAINTAINS A RESTORED HISTORIC FARM WHICH DEMONSTRATES THE RURAL LIFESTYLE OF 18TH AND 19TH CENTURY MORAVIANS FOR PUBLIC EXHIBITION. PART V, LINE 4: THE ENDOWMENT ASSETS IN THE AMOUNT OF $435,378 WERE TRANSFERRED TO HISTORIC BETHLEHEM MUSEUMS AND SITES EFFECTIVE FEBRUARY 28, 2023. PART X, LINE 2: THERE WERE NO UNRECOGNIZED TAX BENEFITS IDENTIFIED OR LIABILITIES RECORDED FOR THE FISCAL YEAR ENDED FEBRUARY 28, 2023. BANK ACCOUNTS, INVESTMENT ACCOUNTS, ACCOUNTS RECEIVABLE, PREPAID EXPENSES, PROPERTY AND EQUIPMENT, BENEFICIAL INTEREST IN OUTSIDE PERPETUAL TRUST, ACCOUNTS PAYABLE, DEFERRED REVENUES, AND SECURITY DEPOSITS 2023-02-28 1972228 BOOK VALUE OF ASSETS AT DATE OF TRANSFER 232741808 HISTORIC BETHLEHEM MUSEUMS AND SITES 74 WEST BROAD STREET BETHLEHEM PA 18018 501(C)(3) 1 0 0 0 1 1 1 1 0 PART I, LINE 2E: PERSON(S) INVOLVED: ALL MEMBERS OF THE BOARD OF DIRECTORS PART I, LINE 2E: EXPLANATION OF INVOLVEMENT: BURNSIDE PLANTATION, INC. HAS THE SAME BOARD OF DIRECTORS AS HISTORIC BETHLEHEM MUSEUMS AND SITES. AS SUCH, BURNSIDE PLANTATION, INC. HAS TRANSFERRED ITS NET ASSETS TO HISTORIC BETHLEHEM MUSEUMS AND SITES TO OPERATE UNDER THEIR NAME FOR EASE OF ADMINISTRATIVE PURPOSES. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION WILL MAKE A DRAFT OF THE FORM 990 AVAILABLE TO ALL BOARD MEMBERS WHO WOULD LIKE TO REVIEW THE 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C SELF ACKNOWLEDGEMENT OF CONFLICT OF INTERESTS FORM 990, PART VI, SECTION B, LINE 15 THE SALARY COMPENSATION FOR EMPLOYEES OF BURNSIDE PLANTATION, INC. IS PAID THROUGH HISTORIC BETHLEHEM PARTNERSHIP, INC. (AN AFFILIATED PARTY) EIN 23-2741808. THE EXECUTIVE COMMITTEE COMPARED THE SALARIES OF ALL OF THE ORGANIZATIONS EMPLOYEES WITH A 2014 SALARY COMPARISON FROM THE AMERICAN ALLIANCE OF MUSEUMS. SALARIES ARE BASED MAINLY ON THE BUDGET OF THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, AND GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: TRANSFER OF ALL NET ASSETS TO HISTORIC BETHLEHEM MUSEUMS AND SITES -1,972,228. FORM 990, PART IV, QUESTION 12 THE ORGANIZATION'S FINANCIAL STATEMENTS WERE AUDITED BY AN INDEPENDENT ACCOUNTANT ON A CONSOLIDATED BASIS WITH ITS AFFILIATED ORGANIZATIONS. THE FINANCE COMMITTEE OF THE ORGANIZATIONS ARE RESPONSIBLE FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AS WELL AS THE SELECTION OF AN INDEPENDENT ACCOUNTANT. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS NOT CHANGED THIS PROCESS FROM THE PRIOR YEAR. HISTORIC BETHLEHEM MUSEUMS AND SITES 74 WEST BROAD STREET STE 310 BETHLEHEM PA 18018 232741808 TO MANAGE, PRESERVE AND RESTORE HISTORIC SITES IN THE BETHLEHEM AREA. PA 501(C)(3) LINE 10 N/A 0 THE MORAVIAN MUSEUM OF BETHLEHEM INC 74 WEST BROAD STREET STE 310 BETHLEHEM PA 18018 232681402 CONDUCT EDUCATION TOURS AND PRESERVE COLLECTION OF HISTORICAL BUILDINGS. PA 501(C)(3) LINE 7 N/A 0 KEMERER MUSEUM OF DECORATIVE ARTS 74 WEST BROAD STREET STE 310 BETHLEHEM PA 18018 240854970 MAINTAIN MUSEUM COLLECTIONS, PRESENT EXHIBITIONS OF FOLK AND DECORATIVE ARTS PA 501(C)(3) LINE 7 N/A 0 HISTORIC BETHLEHEM INCORPORATED 74 WEST BROAD STREET STE 310 BETHLEHEM PA 18018 246018079 COLLECT, RESTORE, PRESERVE AND INTERPRET HISTORIC BUILDINGS. PA 501(C)(3) LINE 10 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 1 HISTORIC BETHLEHEM MUSEUMS AND SITES R 1972228 BOOK VALUE