2024-12-16T08:28:12-06:00 2023-12-31 561750124 BATCHELOR TILLERY & ROBERTS LLP 3605 GLENWOOD AVENUE SUITE 350 RALEIGH NC 27612 990PF 2023-01-01 133747036 RICHARD HAMPTON JENRETTE FOUNDATION RICH 9196290150 376 ST MARYS ROAD HILLSBOROUGH NC 27278 LUCY CLARK DOUGHERTY CHAIRMAN 9197969909 2024-12-16 1 0 JARED L PILAND P01326291 9197878212 2023 2024-10-15 13:58:12Z X X 150190556 X 650555 1168139 1168139 1168139 1592113 1592113 1592113 -121969 0 0 70788 0 70788 3359626 2760252 2831040 717202 0 0 717202 588486 0 109912 478574 197803 0 3931 193872 15268 0 15268 0 106393 41678 41677 23038 482796 299475 0 183321 106322 0 5711 91580 634755 0 634755 142266 0 10198 132068 1708263 0 108373 1599890 4699554 341153 929825 3419545 413500 413500 5113054 341153 929825 3833045 -1753428 2419099 1901215 341585 585320 585320 8778736 3920385 3947519 58323509 50438656 64004404 1146328 11122693 11228336 21311464 21912324 24426954 43704306 6389920 37145570 37314386 45998023 127047192 125293764 150190556 0 0 X 0 0 0 0 127047192 125293764 127047192 125293764 127047192 125293764 127047192 -1753428 0 125293764 0 125293764 JP MORGAN P -121969 -121969 -121969 0 33625 0 33625 0 33625 80182 0 0 0 80182 0 46557 46557 0 0 0 0 0 0 0 0 0 0 0 1 1 NY NC SC 1 1 0 0 0 1 WWW.CLASSICALAMERICANHOMES.ORG OUTFITTERS4INC 3369300140 717 COLISEUM DRIVE NW WINSTON SALEM NC 27106 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BUDDY JENRETTE 376 ST MARYS ROAD HILLSBOROUGH NC 27278 CHAIRMAN EMERITUS 5.00 0 0 0 CHARLES HP DUELL 376 ST MARYS ROAD HILLSBOROUGH NC 27278 DIRECTOR 5.00 0 0 0 SCOTT H BESSENT 376 ST MARYS ROAD HILLSBOROUGH NC 27278 VICE PRESIDENT 8.00 0 0 0 MICHAEL A BOYD 376 ST MARYS ROAD HILLSBOROUGH NC 27278 DIRECTOR 8.00 0 0 0 LUCY CLARK DOUGHERTY 376 ST MARYS ROAD HILLSBOROUGH NC 27278 CHAIRMAN 10.00 0 0 0 CRAIG R CALLEN 376 ST MARYS ROAD HILLSBOROUGH NC 27278 TREASURER 8.00 0 0 0 RICHARD L CHILTON JR 376 ST MARYS ROAD HILLSBOROUGH NC 27278 DIRECTOR 5.00 0 0 0 AMABEL B JAMES 376 ST MARYS ROAD HILLSBOROUGH NC 27278 DIRECTOR 5.00 0 0 0 JEFFREY D NUECHTERLEIN 376 ST MARYS ROAD HILLSBOROUGH NC 27278 DIRECTOR 8.00 0 0 0 ALICE M TISCH 376 ST MARYS ROAD HILLSBOROUGH NC 27278 DIRECTOR 8.00 0 0 0 THOMAS KEVIN CHERRY 376 ST MARYS ROAD HILLSBOROUGH NC 27278 VICE PRESIDENT 40.00 146592 8136 0 JOSEPH BEATTY 376 ST MARYS ROAD HILLSBOROUGH NC 27278 SECRETARY 40.00 89803 9759 0 GRANT QUERTERMOUS 376 ST MARYS ROAD HILLSBOROUGH NC 27278 DIRECTOR 40.00 124754 5094 0 WILLIAM HAMILTON 376 ST MARYS ROAD HILLSBOROUGH NC 27278 DIRECTOR 40.00 99803 6976 0 BENJAMIN PROSKY 376 ST MARYS ROAD HILLSBOROUGH NC 27278 PRESIDENT 40.00 256250 8165 0 LOUIS HALL 376 ST MARYS ROAD HILLSBOROUGH NC 27278 SITE SUPERVISOR 40.00 89803 6349 0 RYAN J SPENCER 376 ST MARYS ROAD HILLSBOROUGH NC 27278 DIR. OF GUEST SVS AN 40.00 87558 6265 0 JOHN J DARGAN 376 ST MARYS ROAD HILLSBOROUGH NC 27278 SITE SUPERVISOR 40.00 67353 12056 0 BRANDON S HYLER 376 ST MARYS ROAD HILLSBOROUGH NC 27278 SITE SUPERVISOR 32.00 66251 8981 0 WILLIAM SINGLETON 376 ST MARYS ROAD HILLSBOROUGH NC 27278 ASSISTANT SITE SUPER 30.00 58431 5990 0 0 RICHARD MARKS RESTORATIONS INC 12-D VANDERHORST STREET CHARLESTON SC 29403 MAINTENANCE 1166356 MCCORQUODALE TRANSFER INC 2714 2ND AVENUE NORTH BIRMINGHAM AL 35203 STORAGE & MOVING SERVICES 95651 URBAN FORESTRY WORKS INC 180 WEST STATE ROAD 40 BARBERVILLE FL 32105 TREE DELIVERY & INSTALLATION 81500 THESIS CONTENT 611 ROYALL AVENUE MOUNT PLEASANT SC 29464 VIDEO SERVICES 80000 OUTFITTERS4 INC 717 COLISEUM DRIVE NW WINSTON SALEM NC 27106 ACCOUNTING SERVICES 79151 0 TO PRESERVE, PROTECT AND OPEN TO THE PUBLIC EXAMPLES OF CLASSICAL AMERICAN RESIDENTIAL ARCHITECTURE, SURROUNDING LANDSCAPES AND SCENIC TRAILS, AS WELL AS FINE AND DECORATIVE ARTS OF THE FIRST HALF OF THE NINETEENTH CENTURY. 4467800 0 96772879 1985621 0 98758500 0 0 98758500 1481378 97277122 4863856 X 3833045 0 3833045 1994-09-15 X 1901215 1069261 79680 0 3050156 1616033 908872 67728 0 2592633 3833045 4429732 2881698 2829720 13974195 0 0 0 0 0 3833045 4429732 2881698 2829720 13974195 150190556 138916637 162745954 155694920 607548067 45998023 45269743 64494462 71262974 227025202 3242571 3286097 2949966 2395235 11873869 0 0 0 0 X THE ADMNISTRATORS OF THE TULANE EDUCATIONAL FUND 1555 POYDRAS STREET SUITE 1000 NEW ORLEANS LA 70112 NONE PC FOR STUDENT SUPPORT 25000 AIA FOUNDATION 1735 NEW YORK AVENUE NORTHWEST WASHINGTON DC 20006 NONE PC FOR ADMINISTRATIVE SUPPORT 5000 AMERICAN COLLEGE OF THE BUILDING ARTS 649 MEETING STREET CHARLESTON SC 29403 NONE PC FOR STUDENT EXTERNSHIPS 100000 ARTS IGNITE 333 39TH STREET NEW YORK NY 10018 NONE PC FOR ADMINISTRATIVE SUPPORT 5000 CLEMSON FUND 110 DANIEL DRIVE CLEMSON SC 29631 NONE PC FOR STUDENT SUPPORT 54000 COLUMBIA UNIVERSITY JEROME L GREENE HALL 435 WEST 116TH STREET NEW YORK NY 10027 NONE PC FOR STUDENT SUPPORT AND A CONVENING OF SCHOLARS 30000 CORPORATION FOR JEFFERSON'S POPLAR FOREST PO BOX 419 FOREST VA 24551 NONE PC FOR ADMINISTRATIVE SUPPORT 1000 DESIGN TRUST FOR PUBLIC SPACE 40 WORTH STREET SUITE 603 NEW YORK NY 10013 NONE PC FOR ADMINISTRATIVE SUPPORT 5000 FUND FOR THE CITY OF NEW YORK INC 121 AVENUE OF THE AMERICAS 6TH FLOOR NEW YORK NY 100131590 NONE PC FOR ADMINISTRATIVE SUPPORT 5000 HISTORIC NEW ENGLAND 151 ESSEX STREET HAVERHILL MA 01832 NONE PC FOR ADMINISTRATIVE SUPPORT 6000 INSTITUTE OF CLASSICAL ARCHITECTURE AND ART INC 20 WEST 44TH STREET SUITE 310 NEW YORK NY 10036 NONE PC FOR SUPPORT OF EDUCATIONAL PROGRAMMING 15000 MUNICIPAL ART SOCIETY OF NEW YORK 488 MADISON AVENUE SUITE 1900 NEW YORK NY 10022 NONE PC FOR STUDENT INTERNSHIP 5000 PRESERVATION NORTH CAROLINA PO BOX 27644 RALEIGH NC 276117644 NONE PC FOR SUPPORT OF STUDENT INTERNSHIP 2500 PRESTWOULD PO BOX 872 CLARKSVILLE VA 23927 NONE PC FOR ADMINISTRATIVE SUPPORT 2500 THE ASSOCIATION FOR PRESERVATION TECHNOLOGY 1090 VERMONT AVENUE NW 1153 WASHINGTON DC 20005 NONE PC FOR SUPPORT OF STUDENTS ATTENDING CONFERENCE 30000 THE CULTURAL LANDSCAPE FOUNDATION 1711 CONNECTICUT AVE NW SUITE 200 WASHINGTON DC 20009 NONE PC FOR ADMINISTRATIVE SUPPORT 2500 THE DECORATIVE ARTS TRUST 206 WEST STATE STREET SUITE 300 MEDIA PA 19063 NONE PC FOR SUPPORT OF EDUCATIONAL PROGRAMMING 20000 THE WHITE HOUSE HISTORICAL ASSOCIATION 740 JACKSON PLACE NORTHWEST WASHINGTON DC 20006 NONE PC FOR STUDENT INTERNSHIP 35000 THOMAS DAY HOUSE UNION TAVERN PO BOX 1996 MILTON NC 27305 NONE PC FOR SUPPORT OF EDUCATIONAL PROGRAMMING 1000 TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA 3535 MARKET STREET 500 CSA-MANGINO PHILADELPHIA PA 19104 NONE PC FOR STUDENT INTERNSHIPS 30000 UNIVERSITY OF SOUTH CAROLINA (HISTORY DEPARTMENT) OFFICE OF GIFT PROCESSING 1600 HAMPTON STREET SUITE 736 COLUMBIA SC 29208 NONE GOV FOR ADMINISTRATIVE SUPPORT OF HISTORY DEPARTMENT 5000 USC FOUNDATIONS (UNIVERSITY OF SOUTH CAROLINA LIBRARY) OFFICE OF LIBRARIES DEVELOPMENT 1322 GREENE STREET LEVEL 2 COLUMBIA SC 29208 NONE PC FOR STUDENT WORKERS IN LIBRARY 25000 WEBB-DEANE-STEVENS MUSEUM 211 MAIN STREET WETHERSFIELD CT 06109 NONE PC FOR SUPPORT OF EDUCATIONAL PROGRAMMING 4000 413500 0 TOUR INCOME 70788 14 1168139 14 1592113 18 -121969 0 2638283 70788 2709071 1 THE FOUNDATION RECEIVED SITE VISITING AND TOUR FEES AS PART OF ITS ACTIVITIES IN OPERATING AYR MOUNT (HILLSBOROUGH, NC), MILLFORD PLANTATION (PINEWOOD, SC), ROPER HOUSE (CHARLESTON, SC), AND EDGEWATER (BARRYTOWN, NY). THEY ARE SITES OF SIGNIFICANT ARCHITECTURE AND DECORATIVE ARTS. THEY ARE OPEN FOR PUBLIC VISITING, EDUCATION, AND CULTURAL ENHANCEMENT. THESE ACTIVITIES CONTRIBUTE IMPORTANTLY TO THE FOUNDATION'S EXEMPT PURPOSE OF FOSTERING KNOWLEDGE AND APPRECIATION OF THE HISTORY AND CULTURE OF THE UNITED STATES OF AMERICA. THESE SITES ALSO SERVE AS TEACHING LABORATORIES FOR THOSE STUDYING HISTORIC TRADES, PRESERVATION, DECORATIVE ARTS, AND HISTORIC LANDSCAPES. 0 0 0 0 0 0 0 0 0 0 X X 1 MICHAEL LUCY DOUGHERTY 3285 GRAHAM HILL ROAD LONG LAKE MN 55356 5000 X 2 PETER L MALKIN 40 WEST ELM STREET APT L GREENWICH CT 06830 5000 X 3 THE CHILTON FOUNDATION 1290 E MAIN STREET STAMFORD CT 02902 15000 X 4 LAURA M PETER T GRAUER FOUNDATION 201 EL BRAVO WAY PALM BEACH FL 33480 10000 X 5 FIDELITY CHARITABLE PO BOX 770001 CINCINNATI OH 45277 29050 X 6 ESTATE OF RICHARD JENRETTE 376 ST MARYS ROAD HILLSBOROUGH NC 27278 500000 X 7 JEWISH COMMUNAL FUND 575 MADISON AVE SUITE 703 NEW YORK NY 10022 35000 X 8 THE JAMES FAMILY FOUNDATION 834 5TH AVENUE APT 14A NEW YORK NY 10065 25000 X 9 BENEVITY 611 MEREDITH ROAD NE 700 CALGARY ALBERTA CA T2E 2W5 10000 X ACCOUNTING FEES 106393 41678 41677 23038 JP MORGAN CHASE BANK 11122693 11228336 JP MORGAN CHASE BANK 50438656 64004404 BAXTER STREET FUND II LP AT COST 4069941 4491045 SELECT EQUITY FUND, L.P. AT COST 6953721 8136522 BLACKSTONE PRIVATE CREDIT FUND AT COST 5367624 5307555 BLACKSTONE REAL ESTATE INCOME TRUST AT COST 5521038 6491832 LEGAL FEES 15268 0 15268 0 ADVERTISING AND PUBLICATIONS 12623 0 12623 0 BOARD MEETINGS 800 0 800 0 OFFICE EXPENSE 21693 0 5388 16305 COMPUTER AND TECHNOLOGY 26143 0 8569 17574 REPAIRS & MAINTENANCE 1257873 0 0 1257873 UTILITIES 99851 0 0 99851 PROPERTY INSURANCE 162365 0 1462 160903 EDUCATION PROGRAMMING 41650 0 2550 39100 SHIPPING 8323 0 39 8284 TOUR EXPENSES 76942 0 76942 0 TOUR INCOME 70788 70788 INVESTMENT MANAGEMENT FEES 299475 299475 0 0 CONSULTING FEES 183321 0 0 183321 PAYROLL TAXES 92794 0 5711 87083 FEDERAL EXCISE TAX 9031 0 0 0 PROPERTY TAXES 4497 0 0 4497