Totals
- Total revenue
- $1,700,881
- Total expenses
- $2,950,759
- Contributions and grants received
- $1,218,921
- Grants paid
- $0
- Program service revenue
- $256,830
- Investment income
- $177,701
- Other revenue
- $47,429
- Total assets, end of year
- $30,355,549
- Total liabilities, end of year
- $561,411
- Net assets or fund balances, end of year
- $29,794,138
- Program services expenses (Part IX)
- $2,174,220
- Management and general expenses
- $433,863
- Fundraising expenses
- $342,676
- Program service expenses (Part III)
- $2,174,220
Program services were 73.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$390,347
-
1f · All other contributions, gifts and grants
$828,574
-
1g · Noncash contributions included above
$10,510
-
2a · Program service revenue: EDUCATION AND COMMUNITY PROGRAMS
total $164,760 · related or exempt $164,760
-
2b · Program service revenue: TOUR INCOME
total $82,320 · related or exempt $82,320
-
2c · Program service revenue: MEMBERSHIPS
total $9,750 · related or exempt $9,750
-
3 · Investment income
total $177,701 · unrelated business $77,546 · excluded $100,155
-
6a · Gross rents
real property $104,950
-
6b · Less rental expenses
real property $1,000
-
6c · Rental income or loss
real property $103,950
-
6d · Net rental income or loss
total $103,950 · excluded $103,950
-
7a · Gross sales of assets other than inventory
other assets $1,159,110
-
7b · Less cost or other basis and sales expenses
other assets $1,159,110
-
7c · Gain or loss
other assets $0
-
8a · Fundraising events: gross income
$65,795
-
8a · Fundraising events: contributions included on line 1c
$390,347
-
8b · Fundraising events: direct expenses
$154,228
-
8c · Net income from fundraising events
total -$88,433 · excluded -$88,433
-
10a · Gross sales of inventory
$13,797
-
10b · Cost of goods sold
$2,055
-
10c · Net income from sales of inventory
total $11,742 · related or exempt $11,742
-
11a · Other revenue: CREDIT CARD CASH BACK
total $16,506 · excluded $16,506
-
11b · Other revenue: MISCELLANEOUS INCOME
total $3,664 · excluded $3,664
-
11e · Other revenue, total
$20,170
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $365,373 · program services $274,030 · management and general $40,190 · fundraising $51,153
-
7 · Other salaries and wages
total $1,105,657 · program services $827,655 · management and general $121,744 · fundraising $156,258
-
8 · Pension plan contributions
total $23,413 · program services $17,559 · management and general $2,577 · fundraising $3,277
-
9 · Other employee benefits
total $98,284 · program services $73,714 · management and general $10,810 · fundraising $13,760
-
10 · Payroll taxes
total $113,878 · program services $85,409 · management and general $12,526 · fundraising $15,943
-
11b · Fees: legal
total $3,320 · management and general $3,320
-
11c · Fees: accounting
total $26,402 · management and general $26,402
-
11f · Fees: investment management
total $159,751 · management and general $159,751
-
11g · Fees: other
total $182,721 · program services $143,771 · management and general $11,232 · fundraising $27,718
-
12 · Advertising and promotion
total $13,410 · management and general $13,410
-
13 · Office expenses
total $22,916 · program services $17,469 · management and general $2,395 · fundraising $3,052
-
14 · Information technology
total $77,602 · program services $58,390 · management and general $8,455 · fundraising $10,757
-
16 · Occupancy
total $28,954 · program services $28,954
-
17 · Travel
total $15,294 · program services $12,549 · management and general $1,098 · fundraising $1,647
-
19 · Conferences, conventions and meetings
total $43,679 · program services $31,761 · management and general $9,045 · fundraising $2,873
-
22 · Depreciation, depletion and amortization
total $23,666 · program services $17,751 · management and general $2,603 · fundraising $3,312
-
23 · Insurance
total $40,154 · program services $30,115 · management and general $4,417 · fundraising $5,622
-
24a · Other expenses: ARBORETUM MAINTENANCE
total $361,300 · program services $361,300
-
24b · Other expenses: HISTORIC STRUCTURE ENHA
total $69,600 · program services $69,600
-
24c · Other expenses: PROGRAM EXPENSES
total $56,674 · program services $56,674
-
24d · Other expenses: CURATORIAL
total $40,250 · program services $40,250
-
24e · All other expenses
total $78,461 · program services $27,269 · management and general $3,888 · fundraising $47,304
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $375,035 · end of year $112,714
-
2 · Savings and temporary cash investments
beginning of year $14,388 · end of year $724,234
-
3 · Pledges and grants receivable
end of year $83,935
-
4 · Accounts receivable
beginning of year $207,125 · end of year $40,723
-
8 · Inventories for sale or use
beginning of year $15,360 · end of year $15,717
-
9 · Prepaid expenses and deferred charges
beginning of year $18,217 · end of year $27,703
-
10a · Land, buildings and equipment: cost or other basis
$143,242
-
10b · Land, buildings and equipment: accumulated depreciation
$62,560
-
10c · Land, buildings and equipment, net
beginning of year $101,198 · end of year $80,682
-
12 · Investments: other securities
beginning of year $27,416,087 · end of year $29,266,966
-
14 · Intangible assets
beginning of year $6,025 · end of year $2,875
-
15 · Other assets
beginning of year $10,217
-
17 · Accounts payable and accrued expenses
beginning of year $128,275 · end of year $227,001
-
19 · Deferred revenue
beginning of year $1,350 · end of year $182,210
-
25 · Other liabilities
beginning of year $0 · end of year $152,200
-
27 · Net assets without donor restrictions
beginning of year $21,221,492 · end of year $22,368,796
-
28 · Net assets with donor restrictions
beginning of year $6,812,535 · end of year $7,425,342
Mission and programs · 2024
Mission
SEE SCHEDULE O.THROUGH A BALANCED APPROACH TO PRESERVING AND CREATING, THE FOUNDATION STEWARDS THE BUILT AND NATURAL ENVIRONMENT OF PLANTING FIELDS AS A PUBLIC CENTER OF LEARNING AND LIFE.- WE CONSERVE AND MAKE ACCESSIBLE OUR TANGIBLE AND INTANGIBLE HERITAGE, GIFTED BY THE COE FAMILY AND SHAPED BY 20TH-CENTURY VISIONARIES.- WE CELEBRATE HUMAN INGENUITY AND CREATIVITY THROUGH DESIGN, HORTICULTURE, AND ART.- WE FOSTER RESEARCH AND SCHOLARSHIP TO DEEPEN UNDERSTANDING OF HOW NATURE AND CULTURE INTERSECT.- WE PROVIDE A SANCTUARY FOR PERSONAL DISCOVERY AND SOCIAL CONNECTEDNESS.
Activities or mission (Part I)
TO STEWARD THE BUILT & NATURAL ENVIRONMENT OF PLANTING FIELDS AS A PUBLIC CENTER OF LEARNING & LIFE
-
HISTORIC LANDSCAPE: THE FOUNDATION PRESERVES AND ENHANCES THE 409-ACRE HISTORIC LANDSCAPE OF PLANTING FIELDS, ONE OF THE FEW REMAINING INTACT GOLD COAST ESTATES OPEN TO THE PUBLIC. IN 2024, WITH SUPPORT FROM PARKS AND TRAILS NEW YORK, THE FOUNDATION IMPLEMENTED A SITEWIDE WAYFINDING AND INTERPRETIVE SIGNAGE PROJECT. IN COLLABORATION WITH NEW YORK STATE PARKS, THE BUREAU OF HISTORIC SITES, AND INTERNATIONAL DESIGN FIRM WIEDEMANN LAMPE, THE INITIATIVE DELIVERED 120 CUSTOM SIGNS, 10 INTERPRETIVE DISTRICTS, AND A NEW COLOR-CODED VISITOR MAP AVAILABLE IN ENGLISH, SPANISH, AND CHINESE, BOTH ON-SITE AND ONLINE. THIS PROJECT SIGNIFICANTLY IMPROVED NAVIGATION, BROADENED CIRCULATION, AND ENHANCED VISITOR ENGAGEMENT WHILE PRESERVING THE HISTORIC INTEGRITY OF THE LANDSCAPE. (CONTINUED ON SCHEDULE O.)IN PARTNERSHIP WITH NYSOPRHP, IN 2023, THE FOUNDATION COMPLETED THE RESTORATION OF THE ORIGINAL OLMSTED BROTHERS OAK ALLEE, REMOVING DISEASED TREES ALONG THE MAIN ENTRANCE DRIVE AND REPLANTING 101 NATIVE CHINKAPIN AND WHITE OAKS. THIS PROJECT RESTORED A HISTORICALLY SIGNIFICANT DESIGN FEATURE WHILE ALSO IMPROVING BIODIVERSITY, WATERSHED HEALTH, AND CARBON SEQUESTRATION. THE WORK WAS SUPPORTED THROUGH INDIVIDUAL GIVING AND MAJOR GIFTS. WITH ENVIRONMENTAL PROTECTION FUND SUPPORT, THE FOUNDATION ALSO INSTALLED 2,000 LINEAR FEET OF ADA-COMPLIANT PATHWAYS LINKING THE MAIN PARKING AREA TO KEY GARDENS, DRAMATICALLY IMPROVING ACCESSIBILITY AND EQUITABLE PUBLIC ACCESS.
Expenses $716,219
-
EDUCATIONAL AND VISITOR EXPERIENCE: FESTIVALS AND PUBLIC EVENTS REMAINED A CORNERSTONE OF ENGAGEMENT, WELCOMING OVER 7,000 VISITORS TO CELEBRATIONS SUCH AS ARBOR DAY, THE CAMELLIA FESTIVAL, AND HOME FOR THE HOLIDAYS. EDUCATIONAL PROGRAMMING EXPANDED WITH JUNIOR RANGER FIELD TRIPS ALIGNED WITH NYS CURRICULUM STANDARDS, AS WELL AS THE INAUGURAL SENSORY CELEBRATION WEEK, WHICH INTRODUCED TAILORED EXPERIENCES FOR NEURODIVERSE YOUTH. ADDITIONALLY, THROUGH THE GENEROUS SUPPORT OF PARTNERS, THE FOUNDATION MADE ITS ANNUAL CAMELLIA FESTIVAL FREE OF CHARGE IN 2025, REDUCING BARRIERS TO ACCESS AND EXPANDING PUBLIC ENJOY- MENT OF PLANTING FIELDS' RENOWNED CAMELLIA COLLECTION. THE FOUNDATION CONTINUES TO OFFER GUIDED AND SELF-GUIDED TOURS OF THE HISTORIC MAIN HOUSE AND INTRODUCED HISTORIC LANDSCAPE TOURS IN EARLY 2025.
Expenses $587,116 · Revenue $268,572
-
COLLECTIONS, ARCHIVES, AND EXHIBITS: IN 2024, THE FOUNDATION ADVANCED THE ACCESSIBILITY AND STEWARDSHIP OF ITS ARCHIVAL HOLDINGS THROUGH IMPROVEMENTS IN COLLECTIONS MANAGEMENT AND STORAGE FUNDED BY THE PEGGY M. GERRY CHARITABLE TRUST. THE ARCHIVES WERE RELOCATED TO A NEWLY DESIGNED FACILITY THAT ENHANCES PRESERVATION AND SUPPORTS INTERNAL RESEARCH, SCHOLARLY ACCESS, AND EXPANDED DIGITAL AVAILABILITY. THE FOUNDATION ALSO CONTINUED ITS CATALYST PROGRAM, COMMISSIONING SITE-SPECIFIC CONTEMPORARY WORKS IN DIALOGUE WITH THE HISTORIC SITE. THE 2024 COMMISSION, FOLLIES: A BOTANICAL BACKSTORY BY PROCESSIONAL ARTS WORKSHOP, ENGAGED DIVERSE AUDIENCES AND REINFORCED THE PROGRAM'S ROLE IN LINKING HISTORIC PRESERVATION WITH CONTEMPORARY ARTISTIC PRACTICE. (CONTINUED ON SCHEDULE O.)IN 2025, THE FOUNDATION WAS AWARDED ACCREDITATION BY THE AMERICAN ALLIANCE OF MUSEUMS, A DISTINCTION ACHIEVED BY ONLY 3% OF MUSEUMS NATIONWIDE.
Expenses $453,726
-
HISTORIC STRUCTURE MAINTENANCE: THE FOUNDATION ADVANCED THE PRESERVATION OF PLANTING FIELDS' HISTORIC STRUCTURES, MOST NOTABLY COMPLETING PHASE I OF THE TEA HOUSE RESTORATION. EVERGREENE ARCHITECTURAL ARTS CONSERVED EVERETT SHINN'S TWO LUNETTE MURALS, PAINTED FURNITURE, LATTICE MILLWORK, FIREPLACE, AND MARBLE FLOOR, REVITALIZING A SPACE ONCE DESCRIBED AS "A STRING OF PEARLS IN A SHOEBOX." THIS MARKED THE FIRST MAJOR INTERVENTION SINCE THE 1980S, ENSURING THE TEA HOUSE'S ARTISTIC AND HISTORIC SIGNIFICANCE FOR FUTURE GENERATIONS. IN ADDITION, IN 2025, WITH FUNDING FROM THE GREATER HUDSON HERITAGE NETWORK, THE FOUNDATION CONSERVED AN ORIGINAL MOUNTED ELK HEAD IN THE MAIN HOUSE'S GREAT HALL. THE TREATMENT STABILIZED AND PRESERVED THIS ARTIFACT, MAINTAINING THE HISTORIC CHARACTER OF THE MANSION AND INTEGRITY OF ITS DECORATIVE ARTS COLLECTION.
Expenses $417,159
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Gina WoutersGINA WOUTERS
PRESIDENT & CEO
- Total calculated
- $367,788
- From this org
- $315,111
- From related orgs
- $0
- Other
- $52,677
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $201,987
- Bonus
- $25,000
- Other
- $88,124
- Deferred
- $6,361
- Nontaxable benefits
- $46,316
- Filer's total
- $367,788
-
Duncan SahnerDUNCAN SAHNER
CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Andrew NevinANDREW NEVIN
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Amy XuAMY XU
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Michael KempnerMICHAEL KEMPNER
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
Bruce AddisonBRUCE ADDISON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Hannah BurnsHANNAH BURNS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Sarah CoeSARAH COE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Debra Del VecchioDEBRA DEL VECCHIO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Timothy DooleyTIMOTHY DOOLEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Robert FoschiROBERT FOSCHI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Margaret FrereMARGARET FRERE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Thomas GolonTHOMAS GOLON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
David Holmes JrDAVID HOLMES JR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Mary MacDonaldMARY MACDONALD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Robert MacKayROBERT MACKAY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jeffrey Lee MooreJEFFREY LEE MOORE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jonathan OttoJONATHAN OTTO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jeanne SloaneJEANNE SLOANE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jennifer SmithJENNIFER SMITH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Kim VinnakotaKIM VINNAKOTA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Bernadette CastroBERNADETTE CASTRO
TRUSTEE TO JUNE 2024
- Total calculated
- $0
- Hours/week
- 1
-
Anna Coe HayesANNA COE HAYES
TRUSTEE TO AUGUST 2024
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 1a · Tax indemnification and gross-up payments
- 1a · Housing allowance or residence for personal use
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Form 990 of other organizations
- 3 · Approval by the board or compensation committee
- 7 · Other non-fixed payments
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 1A
- GINA WOUTERS, PRESIDENT & CEO, RECEIVED TAX INDEMNIFICATION AND GROSS UP PAYMENTS RELATED TO RETIREMENT CONTRIBUTIONS. IN ADDITION, SHE RECEIVED A HOUSING ALLOWANCE. THESE BENEFITS WERE TREATED AS TAXABLE COMPENSATION AND ARE REPORTED ON SCHEDULE J, PART II, COLUMN B(III).
- PART I, LINE 7
- THE BONUS AMOUNT FOR GINA WOUTERS, PRESIDENT & CEO, IS PROPOSED BY TWO BOARD MEMBERS DURING AN ANNUAL REVIEW AND APPROVED BY THE EXECUTIVE COMMITTEE.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 17 October 2025
- IRS schema version
- 2024v5.2
- Source object
- 202503169349304830
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