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Nonprofiteer
← HISTORIC NATCHEZ FOUNDATION

Form 990 for tax year 2024

Filed by HISTORIC NATCHEZ FOUNDATION.

Totals

Total revenue
$612,052
Total expenses
$565,813
Contributions and grants received
$147,012
Grants paid
$0
Program service revenue
$97,089
Investment income
$365,133
Other revenue
$2,818
Total assets, end of year
$6,812,693
Total liabilities, end of year
$60,135
Net assets or fund balances, end of year
$6,752,558
Program services expenses (Part IX)
$457,327
Management and general expenses
$66,879
Fundraising expenses
$41,607
Program service expenses (Part III)
$457,327

Program services were 80.8% 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.

  • 1b · Membership dues

    $86,916

  • 1e · Government grants (contributions)

    $15,500

  • 1f · All other contributions, gifts and grants

    $44,596

  • 2a · Program service revenue: FACILITY INCOME

    total $55,766 · related or exempt $55,766

  • 2b · Program service revenue: SPECIAL EVENT INCOME

    total $33,954 · related or exempt $33,954

  • 2c · Program service revenue: CONSULTING & LECTURE F

    total $6,000 · related or exempt $6,000

  • 2d · Program service revenue: REGISTRATIONS AND FEES

    total $1,369 · related or exempt $1,369

  • 3 · Investment income

    total $137,248 · related or exempt $137,248

  • 7a · Gross sales of assets other than inventory

    securities $227,885

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $227,885

  • 7d · Net gain or loss

    total $227,885 · related or exempt $227,885

  • 10a · Gross sales of inventory

    $1,977

  • 10b · Cost of goods sold

    $1,158

  • 10c · Net income from sales of inventory

    total $819 · related or exempt $819

  • 11a · Other revenue: MISC REVENUE

    total $1,999 · related or exempt $1,999

  • 11e · Other revenue, total

    $1,999

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $246,186 · program services $211,720 · management and general $14,771 · fundraising $19,695

  • 8 · Pension plan contributions

    total $26,133 · program services $22,474 · management and general $1,568 · fundraising $2,091

  • 10 · Payroll taxes

    total $27,255 · program services $23,440 · management and general $1,635 · fundraising $2,180

  • 11g · Fees: other

    total $14,695 · program services $12,637 · management and general $882 · fundraising $1,176

  • 12 · Advertising and promotion

    total $2,723 · program services $2,342 · management and general $163 · fundraising $218

  • 13 · Office expenses

    total $30,678 · program services $26,383 · management and general $1,841 · fundraising $2,454

  • 16 · Occupancy

    total $65,510 · program services $56,338 · management and general $3,931 · fundraising $5,241

  • 17 · Travel

    total $6,010 · program services $5,168 · management and general $361 · fundraising $481

  • 19 · Conferences, conventions and meetings

    total $20,153 · program services $17,332 · management and general $1,209 · fundraising $1,612

  • 22 · Depreciation, depletion and amortization

    total $48,871 · program services $42,029 · management and general $2,932 · fundraising $3,910

  • 23 · Insurance

    total $16,100 · program services $13,846 · management and general $966 · fundraising $1,288

  • 24a · Other expenses: INVESTMENT EXPENSE - NO

    total $45,734 · program services $10,061 · management and general $35,673

  • 24b · Other expenses: DUES & SUBSCRIPTIONS

    total $8,815 · program services $7,581 · management and general $529 · fundraising $705

  • 24c · Other expenses: EXHIBITS & PHOTOGRAPHS

    total $4,927 · program services $4,237 · management and general $296 · fundraising $394

  • 24d · Other expenses: MISCELLANEOUS

    total $797 · program services $685 · management and general $48 · fundraising $64

  • 24e · All other expenses

    total $1,226 · program services $1,054 · management and general $74 · fundraising $98

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $61,862 · end of year $123,918

  • 2 · Savings and temporary cash investments

    beginning of year $479,259 · end of year $185,614

  • 4 · Accounts receivable

    beginning of year $18,200 · end of year $19,757

  • 8 · Inventories for sale or use

    beginning of year $12,974 · end of year $12,974

  • 10a · Land, buildings and equipment: cost or other basis

    $2,615,594

  • 10b · Land, buildings and equipment: accumulated depreciation

    $690,178

  • 10c · Land, buildings and equipment, net

    beginning of year $2,431,287 · end of year $1,925,416

  • 11 · Investments: publicly traded securities

    beginning of year $4,064,325 · end of year $4,052,698

  • 13 · Investments: program-related

    beginning of year $492,316 · end of year $492,316

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,824 · end of year $5,486

  • 18 · Grants payable

    beginning of year $14,034 · end of year $54,649

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $7,543,365 · end of year $6,752,558

Mission and programs · 2024

Mission

TO FOSTER, ENCOURAGE, AND ENGAGE IN THE PRESERVATION, RESTORATION, AND DEVELOPMENT OF HISTORIC SITES, BUILDINGS, AND PERSONAL PROPERTY, IN EVERY WAY DEEMED TO BE FEASIBLE, INCLUDING ACQUISITION OF BUILDINGS, SITES, AND OTHER PROPERTY FOR PRESERVATION AND RESTORATION AND ESTABLISHMENT OF A REVOLVING FUND FOR THAT PURPOSE.

Activities or mission (Part I)

TO FOSTER, ENCOURAGE, AND ENGAGE IN THE PRESERVATION, RESTORATION, AND DEVELOPMENT OF HISTORIC OR IMPORTANT SITES, BUILDINGS, AND PERSONAL PROPERTY IN EVERY WAY DEEMED TO BE FEASIBLE, INCLUDING ACQUISITION OF BUILDINGS, SITES, AND OTHER PROPERTY FOR PRESERVATION.

  • EDUCATION - INFORMATION RELATED TO NATCHEZ REGIONAL HISTORY, GENEALOGY, ARCHITECTURE, AND DECORATIVE ARTS IS PROVIDED ON A DAILY BASIS TO LOCAL CITIZENS, GOVERNMENTAL AND OTHER ORGANIZATIONS, VISITORS, SCHOLARS, WRITERS, GENEALOGISTS, HISTORICAL ASSOCIATIONS, MUSEUMS, FILMMAKERS, AND OTHERS. THE STAFF LECTURES AND CONSULTS ON NATCHEZ HISTORY; HISTORIC PRESERVATON; ARCHITECTURE; ARCHIVAL AND COLLECTIONS MANAGEMENT; DECORATIVE ARTS; LANDSCAPES; AND GARDENS TO LOCAL CITIZENS, LOCAL AND VISITING ORGANIZATIONS, AND TO TOURISTS. DISPLAYS EXHIBITS RELATED TO THE THEMES PREVIOUSLY CITED, AS WELL AS CONTEMPORARY FINE ART BY ARTISTS CURRENTLY OR FORMERLY ASSOCIATED WITH NATCHEZ. THE FOUNDATION ALLOWS OTHER NON-PROFIT AND GOVERNMENTAL ENTITIES TO USE THE FACILITIES AT NO CHARGE FOR MEETINGS AND EDUCATIONAL PROGRAMMING.

    Expenses $131,214 · Revenue $68,537

  • PRESERVATION - WORKS TO PRESERVE HISTORIC BUILDINGS, WHICH SOMETIMES INVOLVES ACQUISITION AND RESTORATION. THE FOUNDATION PLACES PRESERVATION EASEMENTS IN PERPETUITY ON ALL HISTORIC PROPERTIES THAT ARE ACQUIRED FOR PRESERVATION PURPOSES BEFORE ANY RESALE OF THE PROPERTY.THE FOUNDATION SOLICITS PRESERVATION AND RESTORATION GRANTS AND OTHER FUNDING AND ADMINISTERS TWO FUNDS DEDICATED TO PRESERVATION AND RESTORATION ACTIVITIES.THE FOUNDATION WORKS WITH THE CITY TO INSURE THAT PUBLIC AND PRIVATE PROJECTS MEET HISTORIC PRESERVATION GUIDELINES.THE FOUNDATION ADVISES ON PROPER PRESERVATION AND RESTORATION METHODOLOGY AND ON THE DESIGN OF NEW BUILDINGS TO MAKE THEM COMPATIBLE WITHIN A HISTORIC CONTEXT.

    Expenses $224,906 · Revenue $115,805

  • COLLECTIONS - HAS A SIGNIFICANT COLLECTION OF IMPORTANT ARCHIVAL MATERIAL, MUSEUM ARTIFACTS, AND PUBLIC RECORDS RELATED TO THE HISTORY OF THE NATCHEZ REGION. THE FOUNDATION'S COLLECTIONS INCLUDE BOOKS, PHOTOGRAPHS, DOCUMENTS, SITE FILES, SUBJECT FILES, PUBLIC RECORDS, AND ARTIFACTS. THE ARCHIVES AND PUBLIC RECORDS ARE MADE AVAILABLE ON A DAILY BASIS TO THE PUBLIC UNDER SUPERVISION OF FOUNDATION STAFF. THE FOUNDATION MAINTAINS A RESEARCH LIBRARY WITH BOOKS AND REFERENCE MATERIAL ON NATCHEZ AND REGIONAL HISTORY, MISSISSIPPI HISTORY, HISTORIC PRESERVATION, ARCHITECTURE, DECORATIVE ARTS, FINE ARTS, AND MUSEUM MANAGEMENT. THE ADAMS COUNTY BOARD OF SUPERVISORS HAS ENTRUSTED THE FOUNDATION WITH THE CARE AND MANAGEMENT OF PUBLIC COURTHOUSE RECORDS DATING TO THE 18TH, 19TH, AND 20TH CENTURIES.THE COUNTY BEGAN RELOCATING CIRCUIT COURT RECORDS TO THE FOUNDATION IN 1992, AND THE PROGRAM EXPANDED IN 2008 TO INCLUDE THE CHANCERY COURT RECORDS. THE COUNTY PROVIDES A SMALL AMOUNT OF FUNDING FOR RECORDS MANAGEMENT. THE FOUNDATION HAS SPONSORED THE PROGRAM IN CONJUNCTION WITH UNIVERSITIES AND THE NATIONAL PARK SERVICE TO PRESERVE AND CATALOGUE THESE VALUABLE HISTORIC DOCUMENTS. STAFF MEMBERS CONTINUE TO PROCESS RECORDS TO PRESERVE THEM AND TO BUILD A COMPREHENSIVE COMPUTER DATABASE TO MAKE THEM MORE ACCESSIBLE TO THE PUBLIC.

    Expenses $101,207 · Revenue $51,994

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Lansen Barrow

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Chuck Caldwell

    TREASURER

    Total calculated
    $0
    Hours/week
    3

  • Patrick R Biglane

    PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    3

  • Stratton Bull

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Brooks Harrington

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Sam Kirby

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Leah Davis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Spencer Holder

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Robb Gray

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Dora Hawkins

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Andy Sartin

    PRESIDENT

    Total calculated
    $0
    Hours/week
    3

  • Sarah Huston

    SECRETARY

    Total calculated
    $0
    Hours/week
    3

  • Sonny Gwin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Stella Carby

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Robert Morgan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Lynette Tanner

    PRESIDENT ELECT

    Total calculated
    $0
    Hours/week
    3

  • Frances Morris

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Katie Watson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

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.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2024
Filed
29 July 2025
IRS schema version
2024v5.2
Source object
202502279349301235

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