Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (i)Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| Total | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... | 2,831,123 | 4,403,884 | 3,542,250 | 5,530,471 | 4,307,587 | 20,615,315 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | 2,831,123 | 4,403,884 | 3,542,250 | 5,530,471 | 4,307,587 | 20,615,315 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | 16,834,173 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 3,781,142 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 2,831,123 | 4,403,884 | 3,542,250 | 5,530,471 | 4,307,587 | 20,615,315 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 393,670 | 371,913 | 487,530 | 1,038,306 | 540,625 | 2,832,044 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | 7,939 | 8,594 | 37,442 | 10,476 | 4,521 | 68,972 |
| 11 | Total support Add lines 7 through 10. | 23,516,331 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose...... | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513.. | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 6 | Total. Add lines 1 through 5. | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons... | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e | Discount claimed for blockage or other factors (explain in detail in Part VI): | |||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| 7 | Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions) | |||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2014 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2014 |
(iii) Distributable Amount for 2014 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2014 from Section C, line 6 |
||||
|
2
Underdistributions, if any, for years prior to 2014 (reasonable cause required--see instructions) |
||||
| 3 Excess distributions carryover, if any, to 2014: | ||||
| a From 2009.......X | ||||
| b From 2010.......X | ||||
| c From 2011.......X | ||||
| d From 2012.......X | ||||
| e From 2013....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2014 distributable amount | ||||
|
i
Carryover from 2009 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2014 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2014 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2014, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
||||
|
6
Remaining underdistributions for 2014. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
||||
|
7 Excess distributions carryover to 2015. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a From 2010.......X | ||||
| b From 2011.......X | ||||
| c From 2012.......X | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| Facts And Circumstances Test |
|---|
| THE ORGANIZATION'S PUBLIC SUPPORT PERCENTAGE AS CALCULATED PER SCHEDULE A FOR 2014 IS 16.08%, WHICH MEETS THE 10% SUPPORT TEST. THE ORGANIZATION PROVIDES FACILITIES OR SERVICES DIRECTLY FOR THE BENEFIT OF THE GENERAL PUBLIC ON A CONTINUOUS BASIS. THE ORGANIZATION MAINTAINS A DEFINITIVE PROGRAM FOR ACCOMPLISHING ITS CHARITABLE WORK IN THE COMMUNITY. THE ORGANIZATION SOLICITS DUES-PAYING MEMBERS IN A WAY DESIGNED TO ENROLL A SUBSTANTIAL NUMBER OF PERSONS IN THE COMMUNITY AREA. THE ORGANIZATION MAKES MEMBERSHIP AVAILABLE TO A BROAD CROSS SECTION OF THE INTERESTED PUBLIC. THE ACTIVITIES OF THE ORGANIZATION ARE LIKELY TO APPEAL TO PERSONS WITH BROAD COMMON INTERESTS OR PURPOSES. |
| Return Reference | Explanation |
|---|
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| Software Version: |
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE BOARD OF DIRECTORS REVIEWED THE 990 PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS UPDATED ANNUALLY WITH BOARD MEMBERS REQUIRED TO LIST CONFLICTS. BOARD MEMBERS ARE NOT ALLOWED A VOTE REGARDING AREAS WITH WHICH THERE IS A CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE EVALUATED THE EXECUTIVE DIRECTOR IN 2014 AND REVIEWED SALARY COMP BOOKS AND MADE A DETERMINATION BASED UPON PERFORMANCE AND INDUSTRY COMPARABLES. THE EXECUTIVE DIRECTOR EVALUATES KEY EMPLOYEES ANNUALLY AND REVIEWS SALARY COMP BOOKS TO MAKE A DETERMINATION BASED UPON PERFORMANCE AND POSITION COMPARABLES. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS WILL BE MADE AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 24E | BUILDING MAINTENANCE: PROGRAM SERVICE EXPENSES 78,971. MANAGEMENT AND GENERAL EXPENSES 4,156. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 83,127. ACQUISITION EXPENSE: PROGRAM SERVICE EXPENSES 76,463. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 76,463. COMMUNICATIONS: PROGRAM SERVICE EXPENSES 56,900. MANAGEMENT AND GENERAL EXPENSES 10,041. FUNDRAISING EXPENSES 5,145. TOTAL EXPENSES 72,086. HISTORIC STRUCTURES REPORT: PROGRAM SERVICE EXPENSES 60,420. MANAGEMENT AND GENERAL EXPENSES 3,180. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 63,600. CONSULTANTS: PROGRAM SERVICE EXPENSES 35,034. MANAGEMENT AND GENERAL EXPENSES 6,182. FUNDRAISING EXPENSES 19,999. TOTAL EXPENSES 61,215. PUBLIC EVENTS: PROGRAM SERVICE EXPENSES 49,598. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 49,598. GIFTS AND CONTRIBUTIONS: PROGRAM SERVICE EXPENSES 35,348. MANAGEMENT AND GENERAL EXPENSES 6,238. FUNDRAISING EXPENSES 3,051. TOTAL EXPENSES 44,637. DEVELOPMENT COSTS: PROGRAM SERVICE EXPENSES 16,920. MANAGEMENT AND GENERAL EXPENSES 8,900. FUNDRAISING EXPENSES 17,215. TOTAL EXPENSES 43,035. COLLECTION, CARE, CONSERVATION: PROGRAM SERVICE EXPENSES 32,010. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 32,010. PROFESSIONAL DEVELOPMENT: PROGRAM SERVICE EXPENSES 21,355. MANAGEMENT AND GENERAL EXPENSES 3,768. FUNDRAISING EXPENSES 3,600. TOTAL EXPENSES 28,723. OTHER OPERATING EXPENSES: PROGRAM SERVICE EXPENSES 15,280. MANAGEMENT AND GENERAL EXPENSES 804. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,084. UNIFORMS: PROGRAM SERVICE EXPENSES 13,132. MANAGEMENT AND GENERAL EXPENSES 2,317. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,449. OTHER MAINTENANCE: PROGRAM SERVICE EXPENSES 13,834. MANAGEMENT AND GENERAL EXPENSES 728. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,562. EDUCATIONAL PROGRAMS: PROGRAM SERVICE EXPENSES 12,567. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,567. RESEARCH & REFERENCE BOOKS: PROGRAM SERVICE EXPENSES 1,548. MANAGEMENT AND GENERAL EXPENSES 273. FUNDRAISING EXPENSES 125. TOTAL EXPENSES 1,946. |
| FORM 990, PART XII, LINE 2C | THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. |
| FORM 990, PART VII, SECTION A, LINE 1(A) | REPORTABLE COMPENSATION FROM RELATED ORGANIZATIONS: THE PAYMENTS LISTED IN COLUMN E, REPORTABLE COMPENSATION FROM RELATED ORGANIZATIONS, INCLUDES PAYMENTS TO INDIVIDUALS THAT WERE PAID BY THE GLASS GLEN BURNIE FOUNDATION. THE GLASS GLEN BURNIE FOUNDATION IS LISTED AS A RELATED ORGANIZATION ON SCHEDULE R. |
| SCHEDULE O - ADDITIONAL INFORMATION | IN-KIND RENTAL OF THE HEXAGON HOUSE: THE MUSEUM (PROPERTY MANAGER) ENTERED INTO A SUBLEASE AGREEMENT WITH THE NON-PROFIT ORGANIZATION PRESERVATION OF HISTORIC WINCHESTER (LESSEE) FOR THE RENTAL OF THE RESIDENCE KNOWN AS THE HEXAGON HOUSE. THE HEXAGON HOUSE IS OWNED BY THE GLASS GLEN BURNIE FOUNDATION. THE MUSEUM HAS VALUED THE IN-KIND RENTAL OF THE HOUSE FOR THE YEAR ENDED JUNE 30, 2015 AT $24,561. THIS VALUE INCLUDES CONSIDERATION OF THE SQUARE FOOT RENTAL VALUE AND THE MUSEUM'S OBLIGATION UNDER THE LEASE TO PROVIDE YEAR-ROUND GROUNDS MAINTENANCE INCLUDING MOWING AND SNOW REMOVAL, WATER AND SEWER SERVICE, INSURANCE, TAXES AND STRUCTURAL MAINTENANCE. |
| SCHEDULE O - ADDITIONAL INFORMATION | IN-KIND RENTAL OF RECEPTION HALL: AS PART OF THE MUSEUM'S ONGOING COMMITMENT TO SERVING THE COMMUNITY IN WHICH IT OPERATES, THE MUSEUM FROM TIME TO TIME DONATES THE USE OF ITS RECEPTION HALL TO ORGANIZATIONS WITHIN THE COMMUNITY. THE MUSEUM HAS VALUED THE IN-KIND RENTAL OF THIS SPACE AT $7,000 FOR THE YEAR ENDED JUNE 30, 2015. |
| SCHEDULE O - ADDITIONAL INFORMATION | FREE GENERAL ADMISSIONS: AS PART OF THE MUSEUM'S ONGOING COMMITMENT TO SERVE THE COMMUNITY IN WHICH IT OPERATES, THE MUSEUM OFFERS FREE ADMISSION ON WEDNESDAY MORNINGS AND FREE ADMISSIONS TO AGES 12 AND UNDER. FREE COMMUNITY EVENTS ARE OFFERED AS WELL. BASED ON THE MUSEUM'S AVERAGE TICKET PRICE FOR ADMISSION, THE MUSEUM HAS VALUED THE IN-KIND DONATION OF IT'S FREE ADMISSIONS TO BE APPROXIMATELY $87,104 FOR THE YEAR ENDED JUNE 30, 2015. |
| SCHEDULE O - ADDITIONAL INFORMATION | FREE EVENTS AND PROGRAMS: THE MUSEUM PROVIDES FREE ADMISSIONS TO EVENTS AND PROGRAMS. DURING THE YEAR ENDED JUNE 30, 2015, 11,720, INDIVIDUALS ATTENDED FREE EVENTS AND PROGRAMS. |
| SCHEDULE O - ADDITIONAL INFORMATION | DONOR PRIVACY POLICY: ANY INFORMATION SUPPLIED TO THE MUSEUM OF THE SHENANDOAH VALLEY BY DONORS WILL BE USED SOLELY TO FULFILL THEIR DONATION AND SHALL NOT BE SHARED FOR ANY REASON UNLESS PERMISSION IS GIVEN BY THE DONOR TO SHARE SUCH INFORMATION. ALL REQUESTS TO REMAIN ANONYMOUS SHALL BE HONORED. THE MSV DOES NOT SELL OR SHARE DONOR LISTS. DONORS WHO SUPPLY THE MSV WITH THEIR POSTAL ADDRESS OR EMAIL ADDRESS MAY BE CONTACTED PERIODICALLY FOR SOLICITATION PURPOSES AND/OR WITH INFORMATION REGARDING UPCOMING EVENTS. DONORS MAY REQUEST TO BE PERMANENTLY REMOVED FROM MSV'S MAILING LIST BY CONTACTING THE MSV BY EMAIL, PHONE OR MAIL. ALL REQUESTS TO BE REMOVED FROM MSV'S MAILING LIST SHALL BE HONORED. |
| SCHEDULE O - ADDITIONAL INFORMATION | CELEBRATING PATSY CLINE: THE MUSEUM STORES CELEBRATING PATSY CLINE'S COLLECTION AS AN IN-KIND GIFT VALUED AT $3,600 PER YEAR. |
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