2025-07-02T10:06:56-05:00 2024-12-31 260794367 UHY ADVISORS MID-ATLANTIC INC 8601 ROBERT FULTON DRIVE SUITE 210 COLUMBIA MD 21046 990 2024-01-01 526070337 TUDOR PLACE FOUNDATION INC TUDO 2029650400 1644 31ST STREET NW WASHINGTON DC 20007 ANNE CB ROBERTS INTERIM EXECUTIVE DIRECTOR 2029650400 2025-06-18 1 0 KATSIARYNA VASILIEV P02167272 4107205220 2025-06-18 2024 2025-03-06 01:10:19Z ANNE CB ROBERTS 1644 31ST STREET NW WASHINGTON DC 20007 5431228 0 X WWW.TUDORPLACE.ORG X 1988 DC (SEE SCHEDULE O)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 CONFRONT THE COMPLEXITIES OF THE PAST. 14 14 28 43 0 0 1468595 1753706 115142 82940 15894 4530 53313 24569 1652944 1865745 0 0 0 0 1140698 1197236 0 0 74285 1826761 944302 2967459 2141538 -1314515 -275793 1129999 879801 90812 106155 1039187 773646 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 CONFRONT THE COMPLEXITIES OF THE PAST. 0 0 459485 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 WAS SUPPLEMENTED BY THE DEVELOPMENT OF A HISTORIC STRUCTURES REPORT THAT COMPLETED IN 2024. THESE REPORTS, ALONG WITH THE FINDINGS OF AN INTENSIVE ARCHAEOLOGICAL SURVEY UNDERTAKEN IN 2011 AND SUBSEQUENT ARCHAEOLOGICAL INVESTIGATIONS, GUIDE THE RESEARCH, INTERPRETATION, AND EDUCATIONAL PROGRAMMING ON THE HISTORY AND USES OF THE SITE. A GARDENS & GROUNDS ADVISORY COMMITTEE AND A BUILDING PRESERVATION COMMITTEE ASSIST THE STAFF IN THE MANAGEMENT AND CARE OF THESE RESOURCES. 448861 MASTER PRESERVATION PLAN - TUDOR PLACE, ALONG WITH EXPERTS IN FIRE, SECURITY, COLLECTIONS, BUILDINGS, AND MECHANICALS, DEVELOPED A MASTER PRESERVATION PLAN THAT ADVANCES THE PUBLIC'S ENGAGEMENT WITH THE MUSEUM'S 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. THE PLAN ADDRESSES NEEDS IN FOUR AREAS:- PRESERVING AN ARCHITECTURAL TREASURE- PROTECTING THE ARCHIVE AND COLLECTION- CARING FOR A SUSTAINABLE LANDSCAPE- ENHANCING EDUCATION & VISITOR OUTREACHSINCE ADOPTING THIS PLAN IN 2012, TUDOR PLACE HAS ENDEAVORED THROUGH THE THIRD CENTURY CAPITAL CAMPAIGN TO RAISE FUNDS NEEDED TO ENSURE THE SUCCESS OF THIS PLAN.TUDOR PLACE HAS COMPLETED PROJECTS IN SUPPORT OF THE MASTER PRESERVATION PLAN, INCLUDING INSTALLATION OF A STORMWATER MANAGEMENT SYSTEM ON THE SOUTH LAWN AND RENOVATION AND EXPANSION OF THE MOWER HOUSE. PLANNING FOR THE RENOVATION AND EXPANSION OF THE GARAGE AND UPDATES TO SYSTEMS IN THE MAIN HOUSE IS ONGOING. 284628 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. ALL THESE ITEMS SHARE A PROVENANCE DIRECTLY ASSOCIATED WITH THE HISTORIC HOUSE AND ITS OCCUPANTS. WITH COLLECTIONS THAT WERE MADE, USED AND OWNED BY THE RESIDENTS OF TUDOR PLACE, VISITORS ARE PROVIDED AN AUTHENTIC, IMMERSIVE EXPERIENCE, SEEING OBJECTS IN THEIR ORIGINAL CONTEXT.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. 251076 107046 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. 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; VISITORS ARE ALSO DIRECTED TO OTHER LOCAL SITES OF INTEREST.IN 2024, TUDOR PLACE COLLABORATED WITH BLOOMBERG PHILANTHROPIES TO CREATE NEW DIGITAL EXPERIENCES THAT PEOPLE THROUGHOUT THE WORLD CAN ACCESS THROUGH THE BLOOMBERG CONNECTS APPLICATION. THE FIRST PROJECT UPLOADED TO THE APPLICATION WAS A HISTORIC GARDEN TOUR; THIS WAS FOLLOWED BY A DIGITAL VERSION OF THE ANCESTRAL SPACES HISTORIC HOUSE TOUR. 218398 EDUCATION AND MEMBER SERVICES - UNDERSTANDING THAT HISTORIC HOUSE MUSEUMS ARE UNIQUE LABORATORIES FOR LEARNING, PROVIDING A SENSE OF PLACE AS WELL AS THE STORIES AND ARTIFACTS OF THOSE WHO LIVED IN THE PAST, TUDOR PLACE HAS BUILT SIGNIFICANT TOUR AND EDUCATION OFFERINGS. SINCE OPENING TO THE PUBLIC IN 1988, TUDOR PLACE HAS STEADILY INCREASED ITS EDUCATIONAL OUTREACH PROGRAMS, SERVING PRESCHOOLERS, ELEMENTARY AND SECONDARY STUDENTS FROM THE DISTRICT OF COLUMBIA, AND UNDERGRADUATE AND GRADUATE STUDENTS FROM AREA UNIVERSITIES.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, DC 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, INCLUDING TUDOR NIGHTS WHEREOBJECTS FROM THE COLLECTION ARE HIGHLIGHTED IN SPECIAL EXHIBITIONS. 162758 COMMUNICATIONS - TUDOR PLACE'S COMMUNICATIONS PROGRAM INFORMS THE PUBLIC OF RESEARCH, ACTIVITIES, COLLECTIONS, PROGRAMS, AND SPECIAL EVENTS THROUGH THE TUDOR PLACE WEBSITE, AN ACTIVE BLOG, SOCIAL MEDIA OUTLETS, AND PRESS RELEASES. TUDOR PLACE IS ACTIVE ON MULTIPLE SOCIAL MEDIA PLATFORMS, INCLUDING FACEBOOK, X, INSTAGRAM AND LINKEDIN. THE TUDOR PLACE YOUTUBE CHANNEL SHARES LANDMARK LECTURES AND OTHER VIDEO CONTENT. THE COMMUNICATIONS STAFF WORKS WITH DESTINATION DC AND OTHER TOURISM ORGANIZATIONS TO ENSURE THAT THE CITY'S VISITORS ARE AWARE OF THE UNIQUE OFFERINGS AT TUDOR PLACE. 632232 107046 1825206 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 19 0 1 28 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 14 14 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 HAWKINS 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 MARY T BARTLETT TRUSTEE 2.00 2.00 X 0 0 0 SUSAN AMBLER EBERSOLE TRUSTEE 2.00 2.00 X 0 0 0 JAMES C GERBER TRUSTEE 2.00 2.00 X 0 0 0 RICHARD W GESSNER JR TRUSTEE 2.00 2.00 X 0 0 0 MARY MOFFETT KEANEY 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 154609 0 0 154609 0 0 1 0 1 0 0 256661 584143 912902 48827 1753706 PROPERTY RENTAL 900099 52725 52725 REGISTRATION FEES 900099 30215 30215 82940 15147 15147 3488072 3498689 -10617 -10617 -10617 45980 256661 45517 463 463 40721 21277 19444 19444 MISCELLANEOUS 900099 4662 4662 4662 1865745 107046 0 4993 X 154609 143644 9183 1782 913646 846951 56104 10591 22828 21708 866 254 18801 17878 713 210 87352 82143 4245 964 3702 3702 46140 43297 2441 402 321064 301280 16983 2801 32721 32312 392 17 117952 89212 14515 14225 181347 114628 30120 36599 13628 3458 7794 2376 9069 6699 2273 97 46212 34133 11583 496 MAINTENANCE 110915 51756 59132 27 TEMPORARY HELP 23815 4115 19700 PROFESSIONAL DEVELOPMEN 16064 12632 750 2682 MEMBERSHIP DUES 10116 8991 686 439 11557 10369 865 323 2141538 1825206 242047 74285 227054 350175 49962 26698 8164 10634 14136 45197 69918 416837 380249 35823 36588 761329 374122 1129999 879801 90812 106155 90812 106155 X 114214 201893 924973 571753 1039187 773646 1129999 879801 -275793 10252 0 X X 0 1 X 1 0 X 1425818 2018927 2013273 1468595 1753706 8680319 1425818 2018927 2013273 1468595 1753706 8680319 3413712 5266607 15783 4365 14063 14617 15147 63975 302 1292 19574 5086 4662 30916 8775210 423000 0.60020 0.53740 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 11922847 42000 675872 584143 62636 11993940 10682330 1894463 598926 55020 11922847 12768421 -1475622 554418 56051 10682330 11510116 1737960 412950 66705 12768421 11481610 618846 530354 59986 11509901 0.02550 0.97450 0 1 1 164427 151228 13199 252410 229021 23389 36588 X 1942791 10252 66794 77046 1865745 0 1865745 2208332 66794 66794 2141538 0 2141538 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES COST OF SHOP MERCHANDISE PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES COST OF INVENTORIES SOLD SPRING GARDEN PARTY 302641 256661 45980 45517 302641 256661 45980 45517 45517 463 X 0 0 0 0 0 0 0 0 0 MARK HUDSON EXECUTIVE DIRECTOR 154609 0 0 0 0 0 0 0 0 0 154609 0 0 0 X 4 48827 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 AND REVIEW THE POLICY ANNUALLY. 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 301,280. MANAGEMENT AND GENERAL EXPENSES 16,983. FUNDRAISING EXPENSES 2,801. TOTAL EXPENSES 321,064. 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 229643 ACTUAL CASH TRANSFERRED TUDOR PLACE FOUNDATION TRUST 61978 C 354500 ACTUAL CASH TRANSFERRED