2024-05-14T12:19:18-05:00 2023-06-30 460630853 Brockman Arbuckle Stapp PLLC 301 East Main Street Suite 202 Louisville KY 40202 990 2022-07-01 611390403 HISTORIC LOCUST GROVE INC HIST 5028979845 561 BLANKENBAKER LANE LOUISVILLE KY 40207 CAROL ELY PRESIDENT 5028979845 2024-05-14 1 CAROL ELY 999009999 0 Terry L Stapp P00225960 5029090822 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CAROL ELY 561 BLANKENBAKER LANE LOUISVILLE KY 40207 2735097 0 X LOCUSTGROVE.ORG X 2001 KY PRESERVE, RESTORE AND OPERATE LOCUST GROVE, A NATIONAL HISTORIC LANDMARK 20 20 20 0 0 0 623613 647654 85619 56274 90324 15374 174347 152446 973903 871748 0 0 0 0 403330 502606 0 0 114649 303901 402594 707231 905200 266672 -33452 9808619 10369533 1559927 1788961 8248692 8580572 PRESERVE, RESTORE AND OPERATE LOCUST GROVE, A NATIONAL HISTORIC LANDMARK 0 0 605942 65451 MUSEUM HOME OPERATIONS 605942 1 1 0 0 0 0 0 1 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 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 20 1 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 1 1 1 0 0 1 1 1 1 1 1 1 0 0 KY X CONTRACT BOOKKEEPER 5028979845 561 BLANKENBAKER LANE LOUISVILLE KY 40207 ELIZABETH DIERUF 1ST VICE PRESIDENT 0.00 X X 0 0 0 JILL COOPER SECRETARY 0.00 X X 0 0 0 MARK GASTON MEMBER AT LARGE 0.00 X 0 0 0 CHRIS CHAPPELL PRESIDENT 0.00 X X 0 0 0 KEN HARRINGTON MEMBER AT LARGE 0.00 X 0 0 0 BRENDA TUCKSON 2nd Vice President 0.00 X X 0 0 0 TYLER THOMPSON MEMBER AT LARGE 0.00 X 0 0 0 CHRIS GREEN TREASURER 0.00 X X 0 0 0 ALEX KEPNES MEMBER AT LARGE 0.00 X 0 0 0 ALAN LODGE MEMBER AT LARGE 0.00 X 0 0 0 MONICA WOLF MEMBER AT LARGE 0.00 X 0 0 0 TYLER FLEMING MEMBER AT LARGE 0.00 X 0 0 0 ANN GEORGEHEAD MEMBER AT LARGE 0.00 X 0 0 0 ED JAMES MEMBER AT LARGE 0.00 X 0 0 0 ANDREA MERIWETHER MEMBER AT LARGE 0.00 X 0 0 0 JANET MULLER MEMBER AT LARGE 0.00 X 0 0 0 MARGY THOMAS MEMBER AT LARGE 0.00 X 0 0 0 DEL MARIE VACCARO MEMBER AT LARGE 0.00 X 0 0 0 PAULA WOLF MEMBER EX-OFFICIO 0.00 X 0 0 0 CAROL ELY EXECUTIVE DIRECTOR 40.00 X 78207 0 0 78207 0 0 0 0 0 0 0 14368 633286 647654 Admissions 713990 30038 30038 Program Revenues 713990 26236 26236 56274 82585 82585 67363 114 67249 67249 67249 1725950 1793161 -67211 -67211 -67211 123210 47190 76020 76020 32061 22884 9177 9177 871748 65451 0 158643 419901 251941 83980 83980 50245 30147 10049 10049 32460 19476 6492 6492 31499 31499 46454 45343 1111 22072 17654 4418 29769 20838 5061 3870 882 882 134680 114478 20202 14136 11309 2120 707 SPECIAL PROGRAM EXPENSE 93605 83081 5559 4965 REPAIRS AND MAINTENANCE 28075 28075 DUES AND SUBSCRIPTIONS 1422 1254 168 905200 605942 184609 114649 2162074 2331657 72517 154396 25246 24075 9407 10365 5378057 1162041 4109969 4216016 3036377 3239995 393029 393029 9808619 10369533 1524992 1750591 34935 38370 0 1559927 1788961 X 1797591 2129471 6451101 6451101 8248692 8580572 9808619 10369533 -33452 365332 0 X 0 0 0 X 938616 451949 586544 443680 633286 3054075 83193 53548 25576 49662 62099 274078 1021809 505497 612120 493342 695385 3328153 0 0 0 3328153 86377 85383 62403 74139 82585 390887 86377 85383 62403 74139 82585 390887 1108186 590880 674523 567481 777970 3719040 0.89490 0.95770 0.10510 0.04230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 819777 X X 0 3429406 203619 3633025 2422870 1006536 3429406 2422870 2422870 2422870 2422870 2422870 2422870 0 0 2177651 816394 1361257 39771 39771 0 3160635 305876 2854759 4216016 GOVERNMENT BONDS AND CASH EQUIVALENTS 114978 F CORPORATE BONDS 1034378 F COMMON STOCK 2090639 F 3239995 Part III, Line 1a: FROM THE FOOTNOTES TO THE FINANCIAL STATEMENTS: "...OPERATION OF THE BUILDINGS AND IMPROVEMENTS HAS BEEN ASSUMED BY HLG FOR THE SOLE PURPOSE OF OPERATING THE PROPERTY AS A MUSEUM HOME FOR THE BENEFIT OF THE GENERAL PUBLIC. THE COLLECTIONS INCLUDED IN THE HISTORIC PROPERTY HAVE BEEN CONVEYED INTO A PERPETUAL TRUST DIRECTING THAT THEY BE USED FOR THE SOLE BENEFIT AND USE OF THE LOCUST GROVE MUSEUM HOME." Part III, Line 4: THE LOCUST GROVE PERMANENT COLLECTION CONSISTS OF APPROXIMATELY 1660 ITEMS INCLUDING LATE 18TH AND EARLY 19TH-CENTURY FURNITURE, CERAMICS, METAL OBJECTS OF BRASS, SILVER AND COPPER, PRINTS, PAINTINGS, TEXTILES, BOOKS,FIREARMS, WOODEN AND METAL TOOLS AND DOMESTIC OBJECTS. TO THE EXTENT POSSIBLE, MOST FURNISHINGS ARE OF OHIO RIVER VALLEY ORIGINS SUPPLEMENTED WITH FURNISHINGS ORIGINATING IN OTHER PARTS OF THE EASTERN U.S., RELATING TO THE GEOGRAPHIC CONNECTIONS OF THE CLARK AND CROGHAN FAMILIES. THE FURNITURE COLLECTION IS CONSIDERED BY THOSE IN THE FIELD TO BE ONE OF THE FINEST OF ITS TYPE ON PUBLIC DISPLAY IN THE UPPER SOUTH. THE COLLECTION CONTAINS CLARK AND CROGHAN FAMILY PORTRAITS AND MINIATURES, SILVER, BOOKS AND ORIGINAL DOCUMENTS AS WELL AS MILITARY AND PERSONAL ARTIFACTS OF GENERAL GEORGE ROGERS CLARK. THE ARCHAEOLOGICAL COLLECTION CONTAINS MORE THAN 28,000 INDIVIDUAL ARTIFACTS COLLECTED ON THE SITE SINCE THE 1960S, AND IS HOUSED AT THE UNIVERSITY OF LOUISVILLE, WITH A FEW REPRESENTATIVE PIECES DISPLAYED IN THE SITE'S EXHIBIT GALLERY. THE COLLECTIONS SUPPORT THE INTERPRETIVE MISSION OF THE SITE, TO PRESENT WITH THE GREATEST ACCURACY POSSIBLE THE LIFE OF THIS FAMILY, THE CROGHANS, AND THOSE WHO LIVED AND WORKED IN THEIR HOUSEHOLD, INCLUDING ENSLAVED AFRICAN-AMERICANS. THE CENTERPIECE OF THIS NATIONAL HISTORIC LANDMARK IS THE C. 1790 GEORGIAN-STYLE TWELVE-ROOM BRICK HOUSE. THE HOUSE WAS BUILT BY WILLIAM CROGHAN, PROBABLY USING THE SKILLS OF REGIONAL ARTISANS. THE ONLY REMAINING ORIGINAL OUTBUILDING IS A STONE SMOKEHOUSE. ALL OTHER DEPENDENCIES NOW ON THE PROPERTY HAVE BEEN CONSTRUCTED ON ORIGINAL FOUNDATIONS. THE SITE ALSO INCLUDES AN IMPORTANT EARLY STONE WALL, AND CEMETERY ENCLOSURE (ORIGINAL MATERIALS BUT MOVED FROM ITS ORIGINAL SITE). Part V, Line 4: FUNDS WILL BE USED TO PRESERVE AND MAINTAIN THE ORGANIZATION'S ASSETS. Part XI, Line 2d - Other Adjustments: RENTAL EXPENSES COST OF GOODS SOLD Part XII, Line 2d - Other Adjustments: RENTAL EXPENSES COST OF GOODS SOLD GARDEN FAIR 29270 29270 7593 BOOK SALES 78766 78766 32045 2 15174 15174 7552 123210 123210 47190 47190 76020 Form 990, Part VI, Section A, line 7b DECISIONS OF THE BOARD OF DIRECTORS ARE SUBJECT TO APPROVAL BY THE LOUISVILLE METRO GOVERNMENT, THE OWNER OF THE HISTORICAL HOME AND SURROUNDING PROPERTY WITH ORGANIZATION MAINTAINS. Form 990, Part VI, Section B, line 11b THE EXECUTIVE DIRECTOR AND MEMBERS OF THE BOARD OF DIRECTORS REVIEW THE 990 BEFORE IT IS FILED WITH INTERNAL REVENUE SERVICE. Form 990, Part VI, Section B, line 12c THE BOARD OF DIRECTORS ARE OBLIGATED TO DISCLOSE ANY CONFLICTS OF INTEREST AS A REQUIREMENT OF THEIR VOLUNTEER SERVICE. Form 990, Part VI, Section B, line 15a AT THE ORIGINAL HIRE DATE, THE BOARD OF DIRECTORS USED COMPARABILITY STUDIES TO SET THE ORIGINAL SALARY OF THE EXECUTIVE DIRECTOR. THE SALARY IS PERIODICALLY INCREASED FOR COST OF LIVING ADJUSTMENTS. Form 990, Part VI, Section C, line 19 DOCUMENTS ARE AVAILABLE UPON REQUEST