2024-05-08T08:14:29-05:00 2023-12-31 541149263 YOUNT HYDE & BARBOUR PC PO BOX 2560 WINCHESTER VA 226041760 990 2023-01-01 540755457 WATERFORD FOUNDATION INC WATE 5408823018 PO BOX 142 WATERFORD VA 20197 DAVID HUNT TREASURER 5408823018 2024-05-03 1 DAVID HUNT 999009999 0 OLIVIA A HUTTON CPA P00964688 5406623417 2024-05-03 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z DAVID HUNT 40222 FAIRFAX STREET WATERFORD VA 20197 572705 0 X WWW.WATERFORDFOUNDATION.ORG X 1943 VA TO PRESERVE THE HISTORIC BUILDINGS AND THE OPEN SPACES OF THE NATIONAL HISTORIC LANDMARK DISTRICT OF WATERFORD, VIRGINIA; AND, THROUGH EDUCATION, TO INCREASE THE PUBLIC'S KNOWLEDGE OF LIFE AND WORK IN AN EARLY AMERICAN RURAL COMMUNITY. 13 13 6 425 0 0 198728 145181 282046 316761 47102 3852 74059 58395 601935 524189 0 0 0 0 199577 235504 0 0 24944 383519 435259 583096 670763 18839 -146574 6097604 5977234 184927 191702 5912677 5785532 TO PRESERVE THE HISTORIC BUILDINGS AND THE OPEN SPACES OF THE NATIONAL HISTORIC LANDMARK DISTRICT OF WATERFORD, VIRGINIA; AND, THROUGH EDUCATION, TO INCREASE THE PUBLIC'S KNOWLEDGE OF LIFE AND WORK IN AN EARLY AMERICAN RURAL COMMUNITY. 0 0 586438 370855 PRESERVATION OF WATERFORD, VIRGINIA - A NATIONAL HISTORIC LANDMARK. IN LINE WITH THE MISSION STATEMENT, THE OBJECTIVE IS TO PRESERVE THE INTEGRITY OF THE NATIONAL HISTORIC LANDMARK DISTRICT OF WATERFORD, VIRGINIA AND, THROUGH EDUCATION, TO INCREASE THE PUBLIC'S KNOWLEDGE OF LIFE AND WORK IN AN EARLY AMERICAN RURAL COMMUNITY. 586438 1 1 0 0 0 0 1 1 0 1 1 0 0 0 1 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 1 0 0 0 1 27 0 1 6 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 1 1 0 1 1 0 0 1 1 0 1 1 1 1 0 0 VA X X EXECUTIVE DIRECTOR 5408823018 40222 FAIRFAX STREET WATERFORD VA 20197 SUSAN MANCH PRESIDENT 2.00 X X 0 0 0 ANNIE GOODE VICE PRESIDENT 2.00 X X 0 0 0 DAVID HUNT TREASURER 2.00 X X 0 0 0 JANE COVINGTON SECRETARY 2.00 X X 0 0 0 KAREN BENNETT DIRECTOR 2.00 X 0 0 0 CHRIS DOXEY DIRECTOR 2.00 X 0 0 0 SHARYN FRANCK DIRECTOR 2.00 X 0 0 0 GREY FRANDSEN DIRECTOR 2.00 X 0 0 0 KERRY ROSZEL DIRECTOR 2.00 X 0 0 0 EMILY HOUSTON DIRECTOR 2.00 X 0 0 0 CHRIS WOOD DIRECTOR 2.00 X 0 0 0 STEPHANIE KENYON DIRECTOR 2.00 X 0 0 0 ANNA RATHMANN DIRECTOR 2.00 X 0 0 0 STEPHANIE CAMPBELL THOMPSON EXECUTIVE DIRECTOR 20.00 X 56073 0 0 56073 0 0 0 0 0 0 0 35393 109788 145181 HOME TOURS AND CRAFT 713990 257475 257475 EDUCATION 611600 34841 34841 MEMBERSHIP 713990 24445 24445 316761 3847 3847 68304 14210 54094 54094 54094 5 0 5 5 5 38426 35393 34306 4120 4120 MISCELLANEOUS REVENUE 900099 181 181 181 524189 370855 0 8153 56073 37002 9477 9594 163189 153046 6189 3954 16242 16242 40105 3127 36904 74 11694 10279 740 675 3548 3119 224 205 28015 25838 1138 1039 2902 2551 183 168 90742 89761 981 28568 23647 3368 1553 FAIR COSTS 128649 127508 1141 REPAIRS AND MAINTENANCE 65017 65017 EDUCATION/CRAFT SCHOOL 21191 21191 FUNDRAISING EXPENSE 7246 5310 1936 7582 2800 177 4605 670763 586438 59381 24944 221881 155924 10302 6406 5653 4040 6858679 1212501 5688350 5646178 135796 164536 150 150 35472 6097604 5977234 27193 35201 8375 10650 149359 145851 184927 191702 X 5770418 5606834 142259 178698 5912677 5785532 6097604 5977234 -146574 19429 0 X 0 0 0 X 166170 260414 287187 198728 145181 1057680 311651 39778 257032 282046 316761 1207268 477821 300192 544219 480774 461942 2264948 0 0 0 2264948 53646 39603 66542 63793 72151 295735 53646 39603 66542 63793 72151 295735 1003 507 738 19358 181 21787 532470 340302 611499 563925 534274 2582470 0.87700 0.87650 0.11450 0.11480 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 4 98.71 4 1 0 17260 X X X EDUCATION 0 135160 430 23912 159502 165786 -30490 135160 139080 26706 165786 120506 18574 139080 90634 7500 22372 120506 0.39910 0.60090 0 0 2273919 2273919 4524404 1153670 3370734 60356 58831 1525 5646178 EIDL LOAN 145851 145851 PART II, LINE 9: THE FOUNDATION REPORTS CONSERVATION EASEMENTS ON ITS STATEMENT OF FINANCIAL POSITION AS PART OF HISTORIC PROPERTIES. HISTORIC PROPERTIES ARE NOT DEPRECIATED. THEY ARE STATED AT COST AT THE TIME OF ACQUISITION, OR AT ESTIMATED FAIR VALUE AT THE DATE OF GIFT. PART III, LINE 4: THE ARCHIVES AND LOCAL HISTORY COLLECTION FALL WITHIN ART, FURNITURE AND ARTIFACTS AND HISTORICAL RECORDS. MOST PIECES HAVE BEEN DONATED TO THE FOUNDATION AND ARE SPECIFICALLY LINKED TO THE HISTORY OF THE WATERFORD NATIONAL HISTORIC LANDMARK DISTRICT. THE PAINTINGS OR PHOTOGRAPHS DEPICT HISTORICAL LANDSCAPES, ARCHITECTURE OR ACTIVITIES AND WERE CREATED BY NOTED ARTISTS. THE FURNITURE AND ARTIFACTS ARE HISTORICAL IN NATURE AND WERE EITHER PRODUCED WITHIN THE BOUNDARIES OF THE HISTORIC LANDMARK DISTRICT OR WERE OWNED BY NOTED RESIDENTS OF THE VILLAGE. HISTORICAL RECORDS PRIMARILY DOCUMENT VILLAGE ANCESTRY, PROPERTIES AND ACTIVITIES. THEY ALSO INCLUDE THE ORIGINAL FORMATIVE DOCUMENTS OF THE WATERFORD FOUNDATION ITSELF, INCORPORATED IN 1943. 5K 31327 15393 15934 11872 FEAST WITH FRIENDS 42023 20000 22023 22434 1 469 469 73819 35393 38426 34306 34306 4120 FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP IS OPEN TO ANY PERSON WHO SUPPORTS THE PURPOSE OF THE WATERFORD FOUNDATION, AS SET FORTH IN THE ARTICLES OF INCORPORATION, AND WHO PAYS THE ANNUAL DUES. ANNUAL DUES MAY BE WAIVED FOR LIFETIME MEMBERS; THESE ANNUAL DUES WAIVERS FOR "LIFETIME MEMBERS" SHALL BE RESPECTED BY SUBSEQUENT BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A THE ANNUAL MEETING OF THE MEMBERS IS HELD ON THE THIRD TUESDAY OF APRIL EACH YEAR. THE ANNUAL MEETING IS HELD FOR THE PURPOSE OF ELECTING DIRECTORS, ELECTING A NOMINATING COMMITTEE, AND FOR THE TRANSACTION OF OTHER BUSINESSES DESCRIBED IN THE AGENDA FOR THE MEETING, WHICH IS MAILED WITH THE NOTICE OF THE MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN HAS BEEN REVIEWED BY THE FINANCE COMMITTEE AND THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BYLAWS OF THE FOUNDATION SPECIFICALLY ADDRESS CONFLICTS OF INTERESTS. THE BYLAWS STATE, ANY MEMBER OF THE BOARD WHO HAS A FINANCIAL OR PERSONAL GAIN INTEREST IN ANY MATTER INVOLVING THE FOUNDATION, OR ANY MEMBER OF THE BOARD WHOSE SPOUSE HAS SUCH AN INTEREST, SHALL DISCLOSE THE NATURE OF THIS INTEREST TO THE BOARD OF DIRECTORS IN WRITING AS PROMPTLY AS POSSIBLE. WHILE THERE IS NO REQUIREMENT FOR ANNUAL DISCLOSURE OF INTERESTS THAT COULD GIVE RISE TO CONFLICTS, DIRECTORS ARE PROVIDED A COMPLETE COPY OF THE BYLAWS UPON ELECTION TO THE BOARD, AND CONFLICTS OF INTEREST, OR POTENTIAL FOR CONFLICT, ARE SPECIFICALLY ADDRESSED IN THE ORIENTATION FOR NEWLY ELECTED DIRECTORS. IN ADDITION, ALL DIRECTORS ARE PROIVDED COMPLETE NEW COPIES OF THE BYLAWS WHEN AMENDMENTS ARE APPROVED. FORM 990, PART VI, SECTION B, LINE 15A THE PERFORMANCE OF THE EXECUTIVE DIRECTOR IS REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS AND COMPENSATION IS APPROVED BY THE FULL BOARD. NO OTHER OFFICERS RECEIVE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. WATERFORD WISP INC PO BOX 303 WATERFORD VA 20197 542123579 INTERNET SERVICE VA 509 (C) 11A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0