2024-02-15T19:20:36-05:00 2023-03-31 541853459 MITCHELL BURNS & CO PC 110 E MARKET ST STE 200 LEESBURG VA 20176 990 2022-04-01 541118635 OATLANDS INC OATL 7037270670 20850 OATLANDS PLANTATION LANE LEESBURG VA 201759201 DR ROBERT ALLEN CHAIR 7037270670 2024-02-15 true ROBERT ALLEN false KARA J DOYLE P01663423 7037774900 2024-02-15 2022 2023-04-26 12:10:37Z DR ROBERT ALLEN 1121621 false X WWW.OATLANDS.ORG/ X 1979 VA REVEALING, UNDERSTANDING & PRESERVING THE HUMAN, ARCHITECTURAL & NATURAL HISTORY OF OATLANDS. 13 13 18 17 0 744715 646688 204214 252496 3752 102 168277 211314 1120958 1110600 0 0 337575 325137 0 41115 641971 911151 979546 1236288 141412 -125688 707683 597482 114723 130210 592960 467272 X TO CREATE A SHARED FUTURE BY REVEALING, UNDERSTANDING AND PRESERVING THE FULL HUMAN, ARCHITECTURAL AND NATURAL HISTORY OF OATLANDS. "OATLANDS" IS OATLANDS HISTORIC HOUSE AND GARDENS, A MORE THAN (CONTINUED ON SCH. O) false false 854405 252496 OATLANDS HISTORY IS AMERICAN HISTORY. BETWEEN 1727 AND 1964, THE PROPERTY WAS RESIDENCE TO A SUCCESSION OF TENANT FARMERS, INFLUENTIAL FAMILIES, SERVANTS, AND WORKERS, INCLUDING OVER 150 PEOPLE WHO WERE ENSLAVED. WE CONTRINUED OUR RESEARCH TO RECLAIM THE CONTRASTING, YET INSEPARABLE, HISTORIES OF THE PROPERTYS RESIDENTS. THE MANOR HOUSE, FORMAL GARDENS, DEPENDENCIES AND OUTBUILDINGS OF ONE OF AMERICA'S MOST ELABORABLE FEDERAL- ERA COUNTY ESTATES PROVIDD VISUAL CONTEXT FOR THE FORMER RESIDENTS' STORIES. OUR RECLAIM YOUR STORY PROGRAM IS DESIGNED TO GROW OUR UNDERSTANDING OF PEOPLE WHO WERE ENSLAVED AT OATLANDS AND OTHER CARTER AND OTHER CARTER AND GRAYSON FAMILY PROPERTIES AND TO OFFER THAT KNOWLEDGE TO DESCENDANTS, HISTORIANS AND OTHER (CONTINUED ON SCH.O) OATLANDS' AMPLE SPACE AND QUIET PLACES OF SOLITUDE PROVIDE A SANCTUARY THAT ENABLES EACH VISITOR TO CONDUCT THEIR OWN, PERSONAL EXPLORATION OF HISTORY AND THE OUTDOORS. AN EVER CHANGING TAPESTRY OF SIGHTS, SOUNDS AND FRAGRANCES IN THE MEADOWS, WOODLANDS AND GARDENS ALSO PROVIDE A RICH AND VARIED OUTDOOR EXPERIENCE YEAR-ROUND. THE OPPORTUNITY TO OATLANDS CONTINUED ITS SUBSTANTIAL INVESTMENT IN PRESERVING THE ENABLE THE PUBLIC TO ENJOY OPEN SPACE, BEAUTIFUL SETTINGS AND NATURE WERE ESPECIALLY IMPORTANT DURING THE PANDEMIC. -WE OFFICIALLY OPENED SEVEN MILES OF PUBLICLY AVAILABLE WALKING, RUNNING, BIKING AND EQUESTRIAN TRAILS AS WELL AS AREAS WHERE FAMILIES COULD PICNIC. -WE OPENED OATLANDS TO THE PUBLIC YEAR-ROUND FOR THE FIRST TIME RATHER THAN CLOSING FOR THREE MONTHS DURING THE WINTER. OATLANDS CONTINUED ITS SUBSTANTIAL INVESTMENT IN PRESERVING THE BUILDINGS AND GROUNDS OF THE PROPERTY, INCLUDING OUR 100 TO 250 YEAR OLD SPECIMEN TREES. FOR THE FIRST TIME IN MANY YEARS, ARBORISTS CATALOGED, SURVEYED THE HEALTH OF AND CARED FOR TREES. CONTINUING IMPROVEMENTS WERE ALSO MADE TO THE MANSION, INCLUDING ITS RESTORING ITS WINDOWS WHICH HAD BEEN NAILED AND PAINTED SHUT. REOPENING THE WINDOWS IMPROVED AIRFLOW, HELPING TO PRESERVE THE STRUCTURAL INTEGRITY OF THE MANSION. 854405 true true false false false false false true false false true false false false true true true false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false true 16 0 true 18 true false false false false false false false false false false false false X 13 13 false false false false false false false true true false false true true true true true true true false false VA X OATLANDS INC 7037270670 20850 OATLANDS PLANTATION LANE LEESBURG VA 20175 DR ROBERT ALLEN CHAIR 1.00 X X 0 0 0 ELIZABETH COPPERSMITH SECRETARY 1.00 X X 0 0 0 RENEE HAMILTON DIRECTOR 1.00 X 0 0 0 DAVID JONES DIRECTOR 1.00 X 0 0 0 PAMELA JONES DIRECTOR 1.00 X 0 0 0 RORY MAYNARD DIRECTOR 1.00 X 0 0 0 ELIZABETH BETSY MERRITT EX-OFFICIO 1.00 X 0 0 0 MARILYN EVERESTT NAYLOR DIRECTOR 1.00 X 0 0 0 KATY TYRRELL REED DIRECTOR 1.00 X 0 0 0 BONNIE ASHBY SEWELL DIRECTOR 1.00 X 0 0 0 DARRYL A SIMON DIRECTOR 1.00 X 0 0 0 KATHARINE STEWART DIRECTOR 1.00 X 0 0 0 CATRICE VANDROSS DIRECTOR 1.00 X 0 0 0 CALEB SCHUTZ CEO 40.00 X 174519 0 18144 174519 18144 1 false true false 31635 615053 1774 646688 PROPERTY EVENTS 531390 103693 103693 PROPERTY USES 531390 91088 91088 ADMISSIONS 531390 57715 57715 252496 102 102 208582 208582 208582 208582 12388 11021 1367 1367 MISCELLANEOUS 900099 1365 1365 1365 1110600 252496 211416 192663 115598 57799 19266 96583 64067 25916 6600 16976 10977 4697 1302 18915 11776 5461 1678 78960 63168 15792 57884 57884 115676 115676 25851 17170 8681 11393 7204 4189 423 263 122 38 104 65 30 9 18174 17265 909 50763 43149 7614 MAINTENANCE AND REPAIR 250324 249278 1046 CAPITAL IMPROVEMENTS 77270 77270 PROPERTY PROGRAMS 73672 64681 8991 UTILITIES 68158 42432 19679 6047 82499 70042 10471 1986 1236288 854405 340768 41115 144850 142970 409743 298306 7323 2970 700 12092 13712 146 236674 115388 110051 121286 20508 20508 707683 597482 46797 69750 63487 55357 4439 5103 114723 130210 X 300681 150623 292279 316649 592960 467272 707683 597482 X -125688 X X false true X true false X 699322 590696 541787 744715 646688 3223208 699322 590696 541787 744715 646688 3223208 280607 2942601 155004 145987 142828 165986 208684 818489 78 2649 403 677 1365 5172 4046869 586244 0.72710 0.78250 X PART II, LINE 10 MISCELLANEOUS 5,172 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 20508 X X false 236674 115388 121286 121286 DEPOSITS 3495 OTHER LIABILITIES 1608 5103 X 1271621 150000 11021 161021 1110600 1110600 1397309 150000 11021 161021 1236288 1236288 SCHEDULE D, PAGE 3, PART X OATLANDS, INC. WAS GRANTED EXEMPTION FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE JULY 8, 1980. THE ORGANIZATION HASADOPTED THE GUIDANCE UNDER ASC TOPIC 740, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT HAS EVALUATED THE ORGANIZATIONS TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAS TAKEN NO UNCERTAIN TAX PROVISIONS THAT WOULD REQUIRE ADJUSTMENT TO, OR DISCLOSURE IN, THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THE GUIDANCE. OATLANDS ANNUALLY FILES THE IRS INFORMATIONAL FILING FORM 990, RETURN OF ORGANIZATIONS EXEMPT FROM INCOME TAXES. SCHEDULE D, PAGE 4, PART XI, LINE 2D RESALE MERCHANDISE EXPENSE ACCOUNTED FOR IN COGS 11,021 SCHEDULE D, PAGE 4, PART XII, LINE 2D RESALE MERCHANDISE EXPENSE ACCOUNTED FOR IN COGS 11,021 X X X false false false false false false false false false CALEB SCHUTZ CEO 174519 18144 192663 SCHEDULE J, PART III EXECUTIVE COMMITTEE PERFORMS AN ANNUAL REVIEW WITH THE CEO AND ESTABLISHES COMPENSATION FORM 990, PART III 400-ACRE NATIONAL HISTORIC LANDMARK LOCATED OUTSIDE LEESBURG, VA. MEMBERS OF THE PUBLIC. WE ENABLED A WIDER COMMUNITY TO FIND AND USE THE INFORMATION BY ADDING IT TO THE ENSLAVED: PEOPLES OF THE HISTORICAL SLAVE TRADE DATABASE. WE ALSO ENHANCED THE INFORMATION AVAILABLE TO VISITORS TO OATLANDS WITH EXHIBITS ON THE HISTORY OF THE DAY FAMILY WHO WERE ENSLAVED AT OATLANDS AND HELPED ESTABLISH ONE OF THE EARLY POST-EMANCIPATION BLACK VILLAGES. -WE MADE THE DIARY OF ELIZABETH O. CARTER, LOUDOUN COUNTY, VIRGINIA, 1860-1872 AVAILABLE TO THE PUBLIC FOR THE FIRST TIME. THE DOCUMENT IS NOW AVAILABLE TO HISTORIANS AND THE GENERAL PUBLIC VIA AMAZON. THE TRANSCRIBED AND ANNOTATED DIARY IS A KEY SOURCE OF FIRSTHAND INFORMATION ON THE DAY-TO-DAY LIVES AND INTER-CONNECTIONS OF WHITE AND BLACK FAMILIES ASSOCIATED WITH OATLANDS AND OTHER GRAYSON AND CARTER FAMILY PROPERTIES. THE DIARY IS ALSO A UNIQUE AND VALUABLE RESOURCE FOR INFORMATION ON CLIMATE AND WEATHER, FARMING, EVENTS, AND HISTORIC TOWNS AND VILLAGES. -HISTORICALLY, WALLED GARDEN NEXT TO THE OATLANDS MANSION WAS INTERPRETED AS A 19TH CENTURY VEGETABLE GARDEN AND AN EARLY 20TH CENTURY FORMAL GARDEN. OUR EXTENSIVE RESEARCH INTO THE GARDEN'S 19TH CENTURY DESIGN. PLANTINGS AND MANAGEMENT SHOWED IT WAS ORIGINALLY A FORMAL GARDEN. WE USED THE RESEARCH TO BEGIN RESTORING AND REINTERPRETING THE GARDEN. WE MADE OUR NEW FINDINGS AND INTERPRETATION AVAILABLE TO THE PUBLIC THROUGH LIVE, GUIDED TOURS. FORM 990, PAGE 6, PART VI, LINE 11B THE IRS FORM 990 IS REVIEWED BY THE TREASURER AND CIRCULATED TO THE BOARD OF DIRECTORS PRIOR TO SUBMITTING TO THE IRS FORM 990, PAGE 6, PART VI, LINE 12C EACH BOARD MEMBER COMPLETES A CONFLICT OF INTEREST STATEMENT ANNUALLY DISCLOSING ANY BUSINESS RELATIONSHIP CONFLICTS. FORM 990, PAGE 6, PART VI, LINE 15A EXECUTIVE COMMITTEE PERFORMS AN ANNUAL REVIEW WITH THE CEO AND ESTABLISHES COMPENSATION. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATIONAL GOVERNING DOCUMENTS, IRS FORM 990 AND FINANCIAL STATEMENTS ARE KEPT IN THE BUSINESS OFFICE AND MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9 RESALE MERCHANDISE EXPENSE ACCOUNTED FOR IN COGS 11,021 RESALE MERCHANDISE EXPENSE ACCOUNTED FOR IN COGS -11,021 FORM 990, PAGE 12, PART XII, LINE 2C THE FINANCE COMMITTEE OVERSEES THE ANNUAL AUDIT PROCESS BY SELECTING AND METTING WITH THE AUDITOR. THE BOARD MEETS WITH THE AUDITOR ANNUALLY TO REVIEW AND DISCUSS FINANCIAL RESULTS.