2024-07-12T09:58:19-05:00 2023-12-31 260794367 UHY ADVISORS MID-ATLANTIC INC 8601 ROBERT FULTON DRIVE SUITE 210 COLUMBIA MD 21046 990 2023-01-01 526070337 TUDOR PLACE FOUNDATION INC TUDO 2029650400 1644 31ST STREET NW WASHINGTON DC 20007 MARK HUDSON EXECUTIVE DIRECTOR 2029650400 2024-06-20 1 MARK HUDSON 999009999 0 KATSIARYNA VASILIEV P02167272 4107205220 2024-06-20 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z MARK HUDSON 1644 31ST STREET NW WASHINGTON DC 20007 6357016 0 X WWW.TUDORPLACE.ORG X 1988 DC TO PRESERVE THE STORIES OF SIX GENERATIONS OF DESCENDANTS OF MARTHA WASHINGTON, AND THE ENSLAVED AND FREE PEOPLE WHO LIVED AND WORKED AT THIS GEORGETOWN LANDMARK FOR NEARLY TWO CENTURIES. BY EXAMINING THEIR LEGACY, WE CHALLENGE OURSELVES AND OUR VISITORS TO CELEBRATE THE TRIUMPHS AND TO CONFRONT THE COMPLEXITIES OF THE PAST. 9 9 25 46 0 0 2024565 1468595 100813 115142 6955 15894 121742 53313 2254075 1652944 0 0 0 0 1088462 1140698 0 0 145444 1569539 1826761 2658001 2967459 -403926 -1314515 2612466 1129999 257315 90812 2355151 1039187 X TUDOR PLACE HISTORIC HOUSE & GARDEN PRESERVES THE STORIES OF SIX GENERATIONS OF DESCENDANTS OF MARTHA WASHINGTON, AND THE ENSLAVED AND FREE PEOPLE WHO LIVED AND WORKED AT THIS GEORGETOWN LANDMARK FOR NEARLY TWO CENTURIES. BY EXAMINING THEIR LEGACY, WE CHALLENGE OURSELVES AND OUR VISITORS TO CELEBRATE THE TRIUMPHS AND TO CONFRONT THE COMPLEXITIES OF THE PAST. 0 0 1436982 MASTER PRESERVATION PLAN - IN 2008, TUDOR PLACE, ALONG WITH EXPERTS IN FIRE, SECURITY, COLLECTIONS, BUILDINGS, AND MECHANICALS, DEVELOPED A MASTER PRESERVATION PLAN THAT PROMOTES THE PUBLIC'S ENGAGEMENT WITH THE MUSEUM'S HISTORIC ASSETS WHILE ALSO PROTECTING THEM. THE PLAN WAS APPROVED BY THE BOARD OF TRUSTEES IN MARCH 2012 AND RECEIVED CONCEPT APPROVAL FROM THE OLD GEORGETOWN BOARD THAT SAME MONTH. A CAPITAL CAMPAIGN IS UNDERWAY TO FUND IMPLEMENTATION OF THE MASTER PRESERVATION PLAN. SINCE 2012, TUDOR PLACE HAS BEEN RAISING FUNDS FOR IMPLEMENTING PROJECTS OF ITS MASTER PRESERVATION PLAN. IN 2019, THE ORGANIZATION COMPLETED THE INSTALLATION OF A STORMWATER MANAGEMENT SYSTEM ON THE SOUTH LAWN AND SCHEMATIC DESIGN FOR THE RENOVATION AND EXPANSION OF THE GARAGE TO SERVE AS A COLLECTIONS MANAGEMENT CENTER. IN 2023, THE ORGANIZATION COMPLETED CONSTRUCTION OF AN ADDITION TO THE MOWER HOUSE TO ACCOMMODATE AN EMERGENCY GENERATOR THAT WILL SERVE THE MAIN HOUSE AND GARAGE. PLANNING FOR THE RENOVATION AND EXPANSION OF THE GARAGE AND UPDATES TO SYSTEMS IN THE MAIN HOUSE IS ONGOING. 371573 CONSERVATION OF BUILDINGS AND GROUNDS - LOCATED ON FIVE AND A HALF ACRES OF LAND IN WASHINGTON'S GEORGETOWN NEIGHBORHOOD, TUDOR PLACE MAINTAINS SEVEN HISTORIC STRUCTURES, INCLUDING A NATIONAL HISTORIC LANDMARK HOUSE DESIGNED BY DR. WILLIAM THORNTON, ARCHITECT OF THE FIRST UNITED STATES CAPITOL, AND COMPLETED IN 1816. THE SURROUNDING GARDENS RECORD THE EVOLUTION OF THE PROPERTY FROM 1805-1983. TUDOR PLACE COMPLETED AN ARCHITECTURAL ANALYSIS ON THE LANDMARK HOUSE IN 2004, A CONSERVATION ASSESSMENT OF THE STRUCTURE IN 2005, AND A CULTURAL LANDSCAPE REPORT IN 2012. THE ARCHITECTURAL ANALYSIS HAS BEEN SUPPLEMENTED BY THE DEVELOPMENT OF A HISTORIC STRUCTURE REPORT THAT WAS BEGUN IN 2021 AND WILL BE COMPLETED IN 2024. THESE REPORTS ALONG WITH THE FINDINGS OF AN INTENSIVE ARCHAEOLOGICAL SURVEY UNDERTAKEN IN 2011, GUIDE THE RESEARCH, INTERPRETATION, AND EDUCATIONAL PROGRAMMING ON THE HISTORY AND USES OF THE SITE. 270475 CONSERVATION OF ARCHIVES AND COLLECTIONS - THE TUDOR PLACE MUSEUM COLLECTION INCLUDES OVER 18,000 OBJECTS INCLUDING SILVER, FURNITURE, PAINTINGS, ARCHITECTURAL AND ARCHAEOLOGICAL ARTIFACTS, JEWELRY, AND HOUSEHOLD ITEMS SPANNING THE PERIOD 1750-1983. AN EXTENSIVE ARCHIVAL COLLECTION INCLUDES THE PAPERS AND CORRESPONDENCE OF SIX GENERATIONS OF THE PETER FAMILY, PRESIDENTIAL DOCUMENTS, PHOTOGRAPHS, AND A 5,000-VOLUME BOOK COLLECTION. THE ARCHIVE IS PARTICULARLY COMPLETE IN RECORDING THE HISTORY OF THE PROPERTY, THE HOUSE AND ITS CONTENTS, AND THE DEVELOPMENT OF THE GARDEN. A BOARD-APPROVED COLLECTIONS MANAGEMENT POLICY AND INDUSTRY BEST-PRACTICES GUIDE THE CARE, EXHIBITION, AND USE OF THE MUSEUM COLLECTION AND ARCHIVE. 222462 132436 VISITOR SERVICES - VISITORS TO TUDOR PLACE EXPERIENCE THE HISTORIC HOUSE THROUGH DOCENT-LED TOURS AND THE GARDENS THROUGH SELF-GUIDED TOURS. TUDOR PLACE OFFERS GROUP TOURS OF THE HOUSE AND GARDENS THAT CAN BE COMBINED WITH SOCIAL ACTIVITIES SUCH AS TEAS AND LUNCHEONS. MEMBERS OF THE PUBLIC BEGIN THEIR MUSEUM EXPERIENCE IN THE VISITOR CENTER AND MUSEUM SHOP WHERE THEY ARE OFFERED OPPORTUNITIES FOR FURTHER INVOLVEMENT AS DONORS, VOLUNTEERS, OR MEMBERS. IN 2024, TUDOR PLACE LAUNCHED ANCESTRAL SPACES, A HISTORIC HOUSE INSTALLATION AND TOUR THAT FOCUSSES UPON THE STORIES OF PEOPLE OF AFRICAN DESCENT WHO LIVES AND WORKED AT THE SITE.A LARGE VOLUNTEER CORPS CONTRIBUTES SIGNIFICANT TIME TO MAINTAINING THE GARDENS, STAFFING EVENTS, AND LEADING TOURS. PROPERTY RENTALS ARE ALSO AVAILABLE ON A LIMITED BASIS. 193320 5086 EDUCATION AND MEMBER SERVICES - TUDOR PLACE EDUCATES THE PUBLIC ABOUT AMERICAN HISTORY AND CULTURE AND INVITES INDIVIDUALS AND FAMILIES TO JOIN THE MUSEUM FOR SPECIAL ACCESS TO UNIQUE ACADEMIC AND CULTURAL PROGRAMS. TUDOR PLACE FOCUSES ON THE HISTORICAL DEVELOPMENT OF THE FEDERAL CITY AND THE NATION'S CAPITAL REGION FROM THE 18TH TO THE 20TH CENTURY AS SEEN THROUGH THE LENS OF TUDOR PLACE, HOME OF MARTHA WASHINGTON'S GRANDDAUGHTER AND SIX GENERATIONS OF HER DESCENDANTS, THE CUSTIS-PETER FAMILY, AS WELL AS THE ENSLAVED AND FREE PEOPLE WHO WORKED AT THE SITE.EDUCATIONAL PROGRAMS OFFERED THROUGHOUT THE YEAR INCLUDE LECTURES, FAMILY EVENTS, WORKSHOPS, AND SCOUT PROGRAMS. SCHOOL PROGRAMS THAT MEET NATIONAL AND LOCAL STANDARDS OF LEARNING OFFER WASHINGTON, D.C. METRO AREA SCHOOLS INNOVATIVE LEARNING EXPERIENCES AT THE SITE, WITH SPECIAL OUTREACH OFFERED TO TITLE I SCHOOLS. PROFESSIONAL DEVELOPMENT PROGRAMS FOR TEACHERS ARE OFFERED ANNUALLY TO LOCAL AND NATIONAL GROUPS. THE MUSEUM REGULARLY COLLABORATES WITH LOCAL ORGANIZATIONS, SCHOOLS, AND MUSEUMS TO OFFER ENRICHING PROGRAMS. TUDOR PLACE MEMBERS RECEIVE AN INFORMATIVE NEWSLETTER AND ACCESS TO SPECIAL EDUCATIONAL PROGRAMS AND TOURS. 131446 COMMUNICATIONS - TUDOR PLACE'S COMMUNICATIONS PROGRAM INFORMS THE PUBLIC AND MEDIA OF MUSEUM RESEARCH, ACTIVITIES, PROGRAMS, AND SPECIAL EVENTS THROUGH THE TUDOR PLACE WEBSITE, A QUARTERLY NEWSLETTER, SOCIAL MEDIA OUTLETS, AND PRESS RELEASES. TUDOR PLACE WORKS WITH THE WASHINGTON, D.C. TOURISM AND BUSINESS COMMUNITIES TO ENSURE THAT THE CITY OFFERS ITS VISITORS LIVELY CULTURAL RESOURCES. 547228 137522 2626258 1 1 0 0 0 0 0 1 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 20 0 1 25 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 DC X X X HELEN HUBBARD-DAVIS 2029650400 1644 31ST STREET NW WASHINGTON DC 20007 DR CHRISTY PICHICHERO PRESIDENT 2.00 2.00 X X 0 0 0 VAL P HAWKINS JR VICE - PRESIDENT 2.00 2.00 X X 0 0 0 JULANNE ALLEN TREASURER 2.00 2.00 X X 0 0 0 FERDINAND H ONNEN III SECRETARY 2.00 2.00 X X 0 0 0 FRAN TRAFTON BARNES TRUSTEE 2.00 2.00 X 0 0 0 PALLAVI KUMAR TRUSTEE 2.00 2.00 X 0 0 0 FORBES MANER TRUSTEE 2.00 2.00 X 0 0 0 C BRAXTON MONCURE TRUSTEE 2.00 2.00 X 0 0 0 LAURA WILL TRUSTEE 2.00 2.00 X 0 0 0 MARK HUDSON EXECUTIVE DIRECTOR 55.00 2.00 X 153247 0 0 153247 0 0 1 0 1 0 0 177792 598926 691877 51883 1468595 REGISTRATION FEES 900099 79730 79730 ADMISSIONS 900099 35412 35412 115142 14617 14617 4649168 4647891 1277 1277 1277 70800 177792 39867 30933 30933 33608 16314 17294 17294 MISCELLANEOUS 900099 5086 5086 5086 1652944 137522 0 46827 X 153247 139042 9307 4898 850904 772011 51689 27204 24928 22624 1509 795 29534 26805 1788 941 82085 74475 4986 2624 83576 82559 741 276 30140 28985 1024 131 1162843 1118286 39518 5039 26249 23665 1883 701 245181 154664 35109 55408 61003 17107 4269 39627 5406 2357 1093 1956 9613 6838 2022 753 40514 28822 8520 3172 MAINTENANCE 106257 97993 8189 75 TEMPORARY HELP 26979 4579 22400 MEMBERSHIP DUES 9222 8551 365 306 PROFESSIONAL DEVELOPMEN 6937 5516 752 669 12841 11379 593 869 2967459 2626258 195757 145444 238464 227054 535812 49962 17897 10634 55861 45197 407003 371180 45436 35823 1718996 761329 2612466 1129999 257315 90812 257315 90812 X 193305 114214 2161846 924973 2355151 1039187 2612466 1129999 -1314515 -1449 0 X X 0 1 X 1 0 X 3008218 1425818 2018927 2013273 1468595 9934831 3008218 1425818 2018927 2013273 1468595 9934831 4540912 5393919 21609 15783 4365 14063 14617 70437 5039 302 1292 19574 5086 31293 10036561 456795 0.53740 0.54370 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 10682330 1894463 598926 55020 11922847 12768421 -1475622 554418 56051 10682330 11510116 1737960 412950 66705 12768421 11481610 618846 530354 59986 11509901 9230566 2807711 497162 59505 11481610 0.01840 0.98160 0 1 1 154593 146188 8405 252410 224992 27418 35823 X 1707676 -1449 56181 54732 1652944 0 1652944 3023640 56181 56181 2967459 0 2967459 PART III, LINE 1A: IN ACCORDANCE WITH THE AMERICAN ALLIANCE OF MUSEUM'S (AAM) CODE OF ETHICS, THE FOUNDATION'S COLLECTIONS (HISTORIC OBJECTS, ARCHIVAL ITEMS, BOOKS, HISTORIC BUILDINGS, LANDSCAPE, AND GARDENS) ARE NOT REPORTED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS AND ARE NOT TREATED AS FINANCIAL ASSETS. EACH OF THE ITEMS IS CATALOGED, PRESERVED, AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. THE FOUNDATION HAS NO INTEREST IN DISPOSING OF THE ITEMS COMPRISING ITS COLLECTION, AND RECORDING THEIR ESTIMATED COST WOULD NOT BE OF SIGNIFICANT RELEVANCE. PURCHASES OF COLLECTION ITEMS FUNDED BY RESTRICTED CONTRIBUTIONS ARE RELEASED FROM RESTRICTIONS AND RECORDED AS UNRESTRICTED ACQUISITION EXPENSES WHEN MADE. DONATED COLLECTION ITEMS ARE NOT RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS AS REVENUE OR ASSETS. FROM TIME TO TIME, THE BOARD AUTHORIZES CERTAIN ITEMS FROM THE COLLECTIONS TO BE DEACCESSIONED. THE EFFECTS OF DEACCESSIONING ITEMS FROM THE COLLECTIONS DO NOT APPEAR IN THE CONSOLIDATED FINANCIAL STATEMENTS UNLESS THEY ARE SOLD. IF DEACCESSIONED ITEMS FROM THE COLLECTIONS ARE SOLD, REVENUE FROM THOSE SALES IS ALLOCATED TO THE COLLECTIONS CONSERVATION FUND OR THE COLLECTIONS ACQUISITION FUND, IN ACCORDANCE WITH THE AAM CODE OF ETHICS AND THE POLICIES OF THE ORGANIZATION. PART III, LINE 4: THE FOUNDATION'S COLLECTIONS CONSIST OF HISTORIC OBJECTS, ARCHIVAL ITEMS, BOOKS, BUILDINGS, LANDSCAPE, AND GARDENS. EACH ITEM IS CATALOGED, PRESERVED, AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. TUDOR PLACE EDUCATES THE PUBLIC ABOUT AMERICAN HISTORY AND CULTURE THROUGH DISPLAYING THE COLLECTIONS IN THE MUSEUM TO PROVIDE PATRONS WITH SPECIAL ACCESS TO UNIQUE ACADEMIC AND CULTURAL PROGRAMS. TUDOR PLACE FOCUSES ON THE HISTORICAL DEVELOPMENT OF THE FEDERAL CITY AND THE NATION'S CAPITAL REGION FROM THE 18TH TO THE 20TH CENTURY AS SEEN THROUGH THE LENS OF TUDOR PLACE, HOME OF MARTHA WASHINGTON'S GRANDDAUGHTER AND SIX GENERATIONS OF HER DESCENDANTS, THE CUSTIS-PETER FAMILY. THE MUSEUM AT TUDOR PLACE ALSO REGULARLY COLLABORATES WITH LOCAL ORGANIZATIONS, SCHOOLS, AND MUSEUMS TO OFFER ENRICHING PROGRAMS. PART V, LINE 4: ENDOWMENT FUNDS ARE TO BE USED FOR MAINTAINING AND PRESERVING THE TUDOR PLACE BUILDINGS AND GROUNDS, AND TO SUPPORT THE OPERATIONS OF TUDOR PLACE. PART X, LINE 2: THE INCOME TAX POSITIONS TAKEN BY THE FOUNDATION FOR ANY YEARS OPEN UNDER THE VARIOUS STATUTES OF LIMITATIONS ARE THAT THE FOUNDATION CONTINUES TO BE EXEMPT FROM INCOME TAXES AND THAT THEY HAVE PROPERLY REPORTED UNRELATED BUSINESS INCOME THAT IS SUBJECT TO INCOME TAXES. THE FOUNDATION BELIEVES THAT THERE ARE NO TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD SIGNIFICANTLY INCREASE UNRECOGNIZED TAX LIABILITIES WITHIN 12 MONTHS OF THE REPORTING DATE. NONE OF THE FOUNDATION'S FEDERAL OR STATE INCOME TAX RETURNS ARE CURRENTLY UNDER EXAMINATION. ANNUAL GARDEN PARTY 248592 177792 70800 39867 248592 177792 70800 39867 39867 30933 X 0 0 0 0 0 0 0 0 0 MARK HUDSON EXECUTIVE DIRECTOR 153247 0 0 0 0 0 0 0 0 0 153247 0 0 0 X 3 51883 FAIR VALUE 0 0 0 PART I, LINE 33: IN ACCORDANCE WITH THE AMERICAN ALLIANCE OF MUSEUM'S (AAM) CODE OF ETHICS AND GENERALLY ACCEPTED STANDARDS FOR CULTURAL INSTITUTIONS, THE FOUNDATION'S COLLECTIONS (HISTORIC OBJECTS, ARCHIVAL ITEMS, BOOKS, BUILDINGS, LANDSCAPE, AND GARDENS) ARE NOT REPORTED IN THE FINANCIAL STATEMENTS. FORM 990, PART VI, SECTION B, LINE 11B TUDOR PLACE FOUNDATION'S FORM 990 IS PROVIDED FOR REVIEW BY EACH TRUSTEE PRIOR TO THE SIGNING AND FILING OF THE RETURN. THE TREASURER, ALONG WITH MANAGEMENT, REVIEW THE RETURN FOR ACCURACY BASED ON THEIR KNOWLEDGE OF THE ORGANIZATION AS WELL AS PERFORMING A COMPARISON OF THE TAX RETURN TO THE AUDITED FINANCIAL STATEMENTS. FORM 990, PART VI, SECTION B, LINE 12C EACH MEMBER OF THE BOARD OF TRUSTEES, ADVISORY COMMITTEE MEMBERS, AND STAFF SIGN A CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR'S COMPENSATION IS SUBJECT TO AN ANNUAL REVIEW BY THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 TUDOR PLACE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES-OTHER: PROGRAM SERVICE EXPENSES 1,118,286. MANAGEMENT AND GENERAL EXPENSES 39,518. FUNDRAISING EXPENSES 5,039. TOTAL EXPENSES 1,162,843. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. TUDOR PLACE FOUNDATION TRUST 101569 1644 31ST STREET NW WASHINGTON DC 20007 136856081 TO PROVIDE FINANCIAL SUPPORT FOR THE TUDOR PLACE HISTORIC HOUSE AND GARDEN DC 501(C)(3) LINE 12D, III-O TUDOR PLACE FOUNDATION INC 1 TUDOR PLACE FOUNDATION TRUST 61978 1644 31ST STREET NW WASHINGTON DC 20007 526189264 TO PROVIDE FINANCIAL SUPPORT FOR THE TUDOR PLACE HISTORIC HOUSE AND GARDEN DC 501(C)(3) LINE 12D, III-O TUDOR PLACE FOUNDATION INC 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TUDOR PLACE FOUNDATION TRUST 101569 C 236455 ACTUAL CASH TRANSFERRED TUDOR PLACE FOUNDATION TRUST 61978 C 362471 ACTUAL CASH TRANSFERRED