2024-02-21T08:05:48-06:00 2023-06-30 464187261 YOUNG & WADLINGTON PLLC 444 LEWIS HARGETT CIRCLE SUITE 240 LEXINGTON KY 40503 990 2022-07-01 237002838 KENTUCKY MANSIONS PRESERVATION FDN INC DBA MARY TODD LINCOLN HOUSE KENT 8592339999 PO BOX 132 LEXINGTON KY 40588 GWEN THOMPSON EXECUTIVE DIRECTOR 8592339999 2023-12-08 1 GWEN THOMPSON 999009999 1 GWENDOLYN B YOUNG CPA CVA P00011207 8594751010 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z GWEN THOMPSON PO BOX 132 LEXINGTON KY 40588 3046327 0 X WWW.MTLHOUSE.ORG X 1968 KY TO RECOGNIZE AND ASSIST IN REUSE, RENOVATION, AND PRESERVATION EFFORTS FOR HISTORIC STRUCTURES AND SITES THROUGHOUT KENTUCKY, TO PROVIDE EDUCATIONAL OPPORTUNITIES ON PRESERVATION AND KENTUCKY HISTORY AND TO PROVIDE MANAGEMENT, MAINTENANCE SUPPORT FOR THE MARY TODD LINCOLN HOUSE IN LEXINGTON, KENTUCKY 16 16 16 16 0 0 126283 155271 183266 191696 21682 -469361 65107 47306 396338 -75088 0 0 0 0 200180 249149 0 0 0 155301 137962 355481 387111 40857 -462199 4494431 4085288 5053 7581 4489378 4077707 X TO RECOGNIZE AND ASSIST IN REUSE, RENOVATION, AND PRESERVATION EFFORTS FOR HISTORIC STRUCTURES AND SITES THROUGHOUT KENTUCKY, TO PROVIDE EDUCATIONAL OPPORTUNITIES ON PRESERVATION AND KENTUCKY HISTORY AND TO PROVIDE MANAGEMENT, MAINTENANCE SUPPORT FOR THE MARY TODD LINCOLN HOUSE IN LEXINGTON, KENTUCKY 0 0 313070 228307 THE MARY TODD LINCOLN HOUSE CULTIVATES PUBLIC INTEREST IN THE MULTILAYERED PAST BY SHARING THE STORY OF A WOMAN WHOSE EXPERIENCES RESONATE TODAY. THE MUSEIUM SERVED OVER 14,300 ON-SITE VISITORS IN FY2023. IN ADDITION TO DAILY TOURS, SPECIAL EDUCATIONAL PROGRAMS INCLUDED MARY LINCOLN'S BIRTHDAY EVENT, A PRESIDENTS' DAY FAMILY EVENT, AND A DOWNTOWN HISTORY WALK. CONTINUED PRESERVATION OF THE PROPERTY IN FY2023 INCLUDED THE RESTORATION OF WINDOWS ON THE WEST AND SOUTH FACADES OF THE HOUSE. 43239 10695 HELM PLACE WAS PLACED IN TRUST TO KMPF IN 1996 AND DEEDED TO KMPF IN 2012 AFTER THE DEATH OF THE LAST TENANT. AFTER YEARS OF DELIBERATION, KMPF DETERMINED THAT THE BEST PATH TOWARD HELM PLACE'S LONG TERM PRESERVATION WOULD BE TO ENSURE IT HAD LEGAL PROTECTIONS AND THEN IDENTIFY A NEW STEWARD WITH THE RESOURECES TO INVEST IN ITS RESTORATION. SEALED PROPOSALS WERE DUE IN FALL 2022 AND THE PROPERTY WAS SOLD IN DECEMBER 2022. AN INTERIOR PRESERVATION EASEMENT WAS SIGNED AT CLOSING. THE PROPERTY ALSO HAS A CONSERVATION EASEMENT AND AN H-1 OVERLAY. 356309 1 1 0 0 0 0 0 1 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 1 16 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 1 1 0 1 1 0 0 0 1 0 1 0 1 1 1 0 KY X X GWEN THOMPSON 8592339999 PO BOX 132 LEXINGTON KY 40588 GWEN THOMPSON EXECUTIVE DIRECTOR 40.00 X 69428 0 5850 HEATHER LYONS DIRECTOR 1.00 X 0 0 0 TOM EBLEN DIRECTOR 1.00 X 0 0 0 DR JAMES KLOTTER DIRECTOR 1.00 X 0 0 0 DAN GRAVES DIRECTOR 1.00 X 0 0 0 MARY QUINN RAMER DIRECTOR 1.00 X 0 0 0 DARREN TAYLOR DIRECTOR 1.00 X 0 0 0 ANN TODD DUPREE DIRECTOR 1.00 X 0 0 0 ANN BRETZ BOONE DIRECTOR 1.00 X 0 0 0 WADE LITTRELL TREASURER 2.00 X X 0 0 0 TRUDY BURKHARD SECRETARY 2.00 X X 0 0 0 BRADY DUNNIGAN VICE CHAIRMAN 2.00 X X 0 0 0 BILL HOWELL CHAIR 2.00 X X 0 0 0 DEE DEE MORAN DIRECTOR 1.00 X 0 0 0 DR MELISSA MCEUEN DIRECTOR 1.00 X 0 0 0 GERALD SMITH DIRECTOR 1.00 X 0 0 0 ERIN LYKINS DIRECTOR 1.00 X 0 0 0 69428 0 5850 0 0 0 0 0 3455 102976 48840 155271 ADMISSIONS 900099 191696 191696 191696 67232 67232 10695 0 10695 10695 10695 63249 2491515 61136 3030221 2113 -538706 -536593 -536593 66669 30058 36611 36611 -75088 239002 0 -469361 73553 66198 7355 145049 139943 5106 13788 12409 1379 16759 15586 1173 2264 1699 565 8317 8317 704 704 6754 6754 8916 8470 446 14 14 644 644 899 899 1449 1319 130 REPAIRS & MAINTENANCE 61857 60001 1856 UTILITIES 19259 18681 578 BANK CHARGES 7059 7059 GRANT EXPENSES 5275 5275 14551 12016 2535 387111 356309 30802 0 251 431 212036 248578 10243 0 14780 16877 767029 4495 3650133 762534 606988 3056868 4494431 4085288 5053 7581 5053 7581 X 0 0 4002594 4002594 486784 75113 4489378 4077707 4494431 4085288 -462199 50528 0 X 0 0 0 X 37692 137239 175842 126283 155271 632327 37692 137239 175842 126283 155271 632327 632327 46416 65209 53240 52680 77927 295472 927799 1012321 0.68150 0.66520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 206942 206942 8987 4495 4492 551100 551100 762534 PART III, LINE 4: THE COLLECTION OF THE MARY TODD LINCOLN HOUSE INCLUDES HISTORICAL OBJECTS AND ARTIFACTS VITAL TO INTERPRETATION AND EXHIBITION AT MTLH. THESE INCLUDE OBJECTS AND MATERIAL RELATED TO: MARY TODD LINCOLN, THE LINCOLN AND TODD FAMILIES, ITEMS REFLECTIVE OF THE CULTURAL/HISTORICAL SIGNIFICANCE OF MARY TODD LINCOLN AND HER FAMILY, OBJECTS APPROPRIATE TO THE PERIOD OF THE TODD'S RESIDENCE, AND OBJECTS CLOSELY ASSOCIATED WITH THE HISTORY OF THE STRUCTURE AND ITS RESIDENTS FROM ITS CONSTRUCTION TO THE PRESENT. IT IS RECOGNIZED THAT THE DISTINCTIVE CHARACTER OF MUSEUMS IS DERIVED FROM THE OWNERSHIP, CARE, AND USE OF OBJECTS THAT REPRESENT OUR CULTURAL COMMONWEALTH. THIS STEWARDSHIP OF COLLECTIONS ENTAILS THE HIGHEST PUBLIC TRUST. ITEMS IN THE COLLECTION OF THE MARY TODD LINCOLN HOUSE ARE ACQUIRED, CATALOGUED, EXHIBITED, CURATED, CONSERVED, AND DEACCESSIONED ACCORDING TO APPROPRIATE LAWS, ESTABLISHED MUSEUM STANDARDS, AND THE COLLECTIONS MANAGEMENT POLICY. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE FOUNDATION SHALL CONSIST OF THOSE INDIVIDUALS WHO HAVE CONTRIBUTED AN ANNUAL MEMBERSHIP FEE AS SHALL BE DETERMINED FROM TIME TO TIME BY THE EXECUTIVE BOARD. HOWEVER, FOR THE PURPOSE OF CONDUCTING THE BUSINESS OF THE FOUNDATION, A QUORUM SHALL CONSIST OF THOSE INDIVIDUALS WHO HOLD VOTING MEMBER OF CORPORATE MEMBER CLASSIFICATION FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS GIVEN TO EXECUTIVE DIRECTOR AND TREASURER FOR REVIEW AND APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C ORGANIZATION ANNUALLY REVIEWS COMPLIANCE WITH CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 THERE IS ONE KEY EMPLOYEE, THE EXECUTIVE DIRECTOR. THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS DETERMINED BY THE BOARD OF DIRECTORS OF THE ORGANIZATION AND REVIEWED DURING THE REVIEW OF THE PROPOSED BUDGET AT THE START OF EACH FISCAL YEAR. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF GOVERNING DOCUMENTS AND FINANCIALS ARE KEPT ON FILE AT THE OFFICES OF KMPF. THE GENERAL PUBLIC MAY VIEW THESE DOCUMENTS BY REQUEST, EITHER IN PERSON OR VIA MAIL.