Totals
- Total revenue
- $11,000,879
- Total expenses
- $13,274,082
- Contributions and grants received
- $10,620,983
- Grants paid
- $11,745,184
- Program service revenue
- $0
- Investment income
- $379,896
- Other revenue
- $0
- Total assets, end of year
- $27,649,766
- Total liabilities, end of year
- $21,363
- Net assets or fund balances, end of year
- $27,628,403
- Program services expenses (Part IX)
- $12,466,103
- Management and general expenses
- $605,616
- Fundraising expenses
- $202,363
- Program service expenses (Part III)
- $12,466,103
Program services were 93.9% 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.
-
1f · All other contributions, gifts and grants
$10,620,983
-
3 · Investment income
total $387,818 · excluded $387,818
-
7a · Gross sales of assets other than inventory
securities $16,973,809
-
7b · Less cost or other basis and sales expenses
securities $16,981,731
-
7c · Gain or loss
securities -$7,922
-
7d · Net gain or loss
total -$7,922 · excluded -$7,922
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $11,370,184 · program services $11,370,184
-
2 · Grants to domestic individuals
total $375,000 · program services $375,000
-
5 · Compensation of officers, directors and key employees
total $319,447 · program services $147,680 · management and general $90,627 · fundraising $81,140
-
7 · Other salaries and wages
total $215,814 · program services $99,760 · management and general $61,020 · fundraising $55,034
-
8 · Pension plan contributions
total $16,534 · program services $7,558 · management and general $5,290 · fundraising $3,686
-
9 · Other employee benefits
total $30,088 · program services $13,975 · management and general $8,342 · fundraising $7,771
-
10 · Payroll taxes
total $41,808 · program services $19,364 · management and general $11,654 · fundraising $10,790
-
11b · Fees: legal
total $6,750 · management and general $6,750
-
11c · Fees: accounting
total $102,756 · management and general $102,756
-
11f · Fees: investment management
total $16,390 · management and general $16,390
-
11g · Fees: other
total $237,141 · program services $108,650 · management and general $93,632 · fundraising $34,859
-
12 · Advertising and promotion
total $87,543 · program services $60,821 · management and general $23,439 · fundraising $3,283
-
13 · Office expenses
total $31,132 · program services $218 · management and general $30,019 · fundraising $895
-
14 · Information technology
total $27,986 · program services $11,958 · management and general $16,028
-
16 · Occupancy
total $2,987 · management and general $2,987
-
17 · Travel
total $41,349 · program services $5,950 · management and general $33,253 · fundraising $2,146
-
19 · Conferences, conventions and meetings
total $59,471 · program services $32,971 · management and general $26,500
-
22 · Depreciation, depletion and amortization
total $6,837 · management and general $6,837
-
23 · Insurance
total $4,881 · management and general $4,881
-
24a · Other expenses: PRIZE PRESENTATION & EV
total $182,254 · program services $182,254
-
24b · Other expenses: OTHER EXPENSES
total $61,429 · program services $920 · management and general $60,505 · fundraising $4
-
24c · Other expenses: PANEL AND ADVISORY BOAR
total $28,825 · program services $28,825
-
24d · Other expenses: SUBSCRIPTION SERVICES
total $7,476 · program services $15 · management and general $4,706 · fundraising $2,755
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $195,672 · end of year $1,783,970
-
2 · Savings and temporary cash investments
beginning of year $9,170,115 · end of year $10,598,333
-
3 · Pledges and grants receivable
beginning of year $16,695,613 · end of year $11,625,534
-
4 · Accounts receivable
beginning of year $3,048 · end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $30,751 · end of year $15,956
-
10a · Land, buildings and equipment: cost or other basis
$182,208
-
10b · Land, buildings and equipment: accumulated depreciation
$180,048
-
10c · Land, buildings and equipment, net
beginning of year $6,923 · end of year $2,160
-
11 · Investments: publicly traded securities
beginning of year $3,711,963 · end of year $3,623,813
-
17 · Accounts payable and accrued expenses
beginning of year $26,149 · end of year $9,780
-
18 · Grants payable
beginning of year $0 · end of year $11,583
-
27 · Net assets without donor restrictions
beginning of year $10,704,259 · end of year $9,949,097
-
28 · Net assets with donor restrictions
beginning of year $19,083,677 · end of year $17,679,306
Mission and programs · 2023
Mission
SUPPORTS AMERICAN HISTORY DOCUMENTARY FILMS TO PROMOTE CIVIC ENGAGEMENT AND EDUCATION.THE SOCIETY ALSO RECOGNIZES AND SUPPORTS DOCUMENTARY FILM ARTISTS THROUGH ITS LIBRARY OF CONGRESS LAVINE/KEN BURNS PRIZE FOR FILM ANNUAL AMERICAN HISTORY DOCUMENTARY CONTEST, WHICH AWARDS ONE WINNER, ONE RUNNER-UP AND UP TO FOUR FINALISTS FUNDING FOR LATE-STAGE PRODUCTION COSTS, DISTRIBUTION AND OUTREACH; BETTER ANGELS FELLOWSHIP, WHICH FUNDS A MENTORSHIP PROGRAM FOR PROMISING FILMS, AND THE NEXT GENERATION ANGELS AWARDS, WHICH RECOGNIZES EXCELLENCE IN MIDDLE AND HIGH SCHOOL-AGED STUDENT AMERICAN HISTORY DOCUMENTARY FILMMAKING.
Activities or mission (Part I)
ENSURE HISTORICAL DOCUMENTARY FILMS ARE FUNDED/SHARED THRU EDUCATIONAL OUTREACH & CIVIC DISCOURSE.
-
FILM PRODUCTION, OUTREACH AND EDUCATION - THE SOCIETY PROVIDED OVER $11.3 MILLION IN FUNDING FOR THE PRODUCTION AND DISTRIBUTION OF DOCUMENTARY FILMS PRODUCED BY KEN BURNS AND LYNN NOVICK WHICH ARE BROADCAST ON PBS TELEVISION STATIONS AND AVAILABLE ON PBS' DIGITAL PLATFORMS. FILMS SUPPORTED IN 2023 INCLUDED THE AMERICAN BUFFALO, WHICH AIRED IN 2023, THE AMERICAN REVOLUTION, LEONARDO DAVINCI, CRIME & PUNISHMENT, AND EMANCIPATION TO EXODUS AND LBJ & THE GREAT SOCIETY. IN ADDITION, THROUGH ITS BETTER ANGELS STORIES INITIATIVE, THE SOCIETY SUPPORTED AMERICAN DOCUMENTARY FILMS BY A NUMBER OF OTHER FILMMAKERS. FILMS SUPPORTED BY THE SOCIETY WHICH AIRED ON PBS MEMBER STATIONS IN 2023 INCLUDED THE LIE DETECTORS, ZORA NEALE HURSTON: CLAIMING A SPACE, RUTHLESS: MONOPOLY'S SECRET HISTORY, THE SUN QUEEN, CASA SUSANNA, THE BUSSING BATTLEGROUND, THE HARVEST: INTEGRATING MISSISSIPPI'S SCHOOLS, MAX ROACH: THIS DRUM ALSO WALTZES AND THE WAR ON DISCO.
Expenses $11,383,168 · Grants $11,280,214
-
LEGACY - IN 2023 THE SOCIETY AWARDED THE FOURTH ANNUAL LIBRARY OF CONGRESS LAVINE/KEN BURNS PRIZE FOR FILM TO SUPPORT AMERICAN HISTORICAL DOCUMENTARY FILMMAKING AND ENCOURAGE A GROWING COMMUNITY OF DOCUMENTARY FILMMAKERS WORKING ON BRINGING AMERICA'S STORIES TO LIGHT. IT OVERSAW THE SECOND YEAR OF THE BETTER ANGELS LAVINE FELLOWSHIP PROGRAM, A MENTORING PROGRAM FOR PROMISING FILMS THAT WERE NOT SELECTED AS FINALISTS FOR THIS PRIZE BUT DEMONSTRATE THE POTENTIAL FOR EXCELLENCE. IN ADDITION, THE SOCIETY RECOGNIZED NEXT GENERATION ANGELS, MIDDLE AND HIGH SCHOOL STUDENTS WHO HAVE DEVELOPED HISTORY DOCUMENTARY FILMS, THROUGH ITS AWARDS PROGRAM. THE SOCIETY ALSO CONTINUED TO BUILD THE KEN BURNS PUBLIC DIALOGUE INITIATIVE, A PARTNERSHIP WITH GEORGETOWN UNIVERSITY TO ADVANCE THE USE OF HISTORY DOCUMENTARY FILMS IN HIGHER EDUCATIONAL SETTINGS, AND BRING ACADEMIC DISCOURSE TO THE PUBLIC.
Expenses $1,082,935 · Grants $464,970
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Bobby SteinBOBBY STEIN
CHAIR
- Total calculated
- $0
- Hours/week
- 4
-
Meredith DewittMEREDITH DEWITT
SECRETARY
- Total calculated
- $0
- Hours/week
- 4
-
John FullertonJOHN FULLERTON
TREASURER
- Total calculated
- $0
- Hours/week
- 4
-
Hal BrierleyHAL BRIERLEY
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Patrick ButlerPATRICK BUTLER
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Nancy J CableNANCY J CABLE
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
John DebsJOHN DEBS
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Joseph EvangelistiJOSEPH EVANGELISTI
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Anthony FoxxANTHONY FOXX
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Greg GolkinGREG GOLKIN
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Phil KentPHIL KENT
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Greg LauGREG LAU
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Bonnie McCloskeyBONNIE MCCLOSKEY
MEMBER - UNTIL 04/2023
- Total calculated
- $0
- Hours/week
- 2
-
Cappy McGarrCAPPY MCGARR
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Michael MullenMICHAEL MULLEN
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Eric ObengERIC OBENG
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
David PfeilDAVID PFEIL
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Laura RooseveltLAURA ROOSEVELT
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Jason SchlesingerJASON SCHLESINGER
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Peter ThorenPETER THOREN
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Amy Margerum BergAMY MARGERUM BERG
PRESIDENT - UNTIL 12/2023
- Total calculated
- $150,000
- From this org
- $150,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 20
-
Katherine Malone-FranceKATHERINE MALONE-FRANCE
PRESIDENT AND CEO
- Total calculated
- $108,286
- From this org
- $103,125
- From related orgs
- $0
- Other
- $5,161
- Hours/week
- 40
-
Courtney ChapinCOURTNEY CHAPIN
EXECUTIVE DIRECTOR - UNTIL 03/2023
- Total calculated
- $61,160
- From this org
- $51,975
- From related orgs
- $0
- Other
- $9,185
- Hours/week
- 40
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.
Schedule J
Answered yes
- 3 · Form 990 of other organizations
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4a · Severance or change-of-control payment
Answered no
- 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
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 4A
- SEVERANCE/CHANGE OF CONTROL: AMY BERG, $56,250
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
-
SUPPORT FOR PRODUCTION OF DOCUMENTARY FILMS, OUTREACH, EDUCATION
-
$267,250
SUPPORT FOR PRODUCTION OF DOCUMENTARY FILMS, OUTREACH, EDUCATION
-
$183,600
SUPPORT FOR PRODUCTION OF DOCUMENTARY FILMS, OUTREACH, EDUCATION
-
$20,000
NEXT GENERATION ANGELS
-
$15,000
SUPPORT FOR PRODUCTION OF DOCUMENTARY FILMS, OUTREACH, EDUCATION
-
$10,000
NEXT GENERATION ANGELS
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 22 April 2024
- IRS schema version
- 2023v5.0
- Source object
- 202431159349301733
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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