Robert E Lee Memorial Association

Organization Overview

Robert E Lee Memorial Association, operating under the name Stratford Hall, is located in Stratford, VA. The organization was established in 1933. According to its NTEE Classification (A80) the organization is classified as: Historical Organizations, under the broad grouping of Arts, Culture & Humanities and related organizations. As of 06/2022, Stratford Hall employed 38 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Stratford Hall is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.

For the year ending 06/2022, Stratford Hall generated $3.4m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (9.1%) each year. All expenses for the organization totaled $4.0m during the year ending 06/2022. You can explore the organizations financials more deeply in the financial statements section below.

Mission & Program ActivityExcerpts From the 990T Filing

TAX YEAR

2022

Describe the Organization's Mission:

Part 3 - Line 1

STRATFORD HALL PRESERVES THE LEGACY OF THE LEE FAMILY AND ITS PLANTATION COMMUNITY; INSPIRES AN APPRECIATION OF AMERICA'S PAST; AND ENCOURGAGES COMMITMENT TO THE IDEALS OF LEADERSHIP, HONOR, INDEPENDENT THOUGHT AND CIVIC RESPONSBILITY.

Describe the Organization's Program Activity:

RESEARCH AND EDUCATION PROGRAMS ARE FOCUSED ON ENGAGING THE BROADEST POSSIBLE AUDIENCE IN THE HISTORY OF STRATFORD HALL, ITS BUILDINGS, LANDSCAPE AND THE PEOPLE WHO LIVED HERE. THIS IS ACCOMPLISHED BY DEVELOPING ON AND OFF-SITE PROGRAMS, FACILITATING ACCESS AND UTILIZATION OF OUR COLLECTIONS, AND ENCOURAGING SCHOLARLY RESEARCH.


THE PRESERVATION INITIATIVES UNDERTAKEN ARE TO ASSURE THAT STRATFORD HALL'S IRREPLACEABLE HISTORIC BUILDINGS AND LANDSCAPE ARE PRESERVED IN PERPETUITY AND EQUIPPED TO MEET ON-GOING INSTITUTIONAL NEEDS.


THE ASSOCIATION'S RETAIL OPERATIONS SUPPORT THE ASSOCIATION'S TAX EXEMPT PURPOSES BY PROVIDING LODGING AND DINING FACILITIES AND SERVICES FOR USE BY THE BOARD OF DIRECTORS, VISITORS, AND EDUCATIONAL PROGRAM PARTICIPANTS AS WELL AS A GIFT SHOP OFFERING MISSION RELATED AND NON-RELATED MERCHANDISE. THE ASSOCIATION'S ACTIVITES ALSO INCLUDE THE COSTS NECESSARY TO CONDUCT VISITOR ADMISSION OPERATIONS.


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Board, Officers & Key Employees

Name (title)Compensation
Karen Daly
President
$185,000
Laura Fortsch
Development Director
$114,565
Katie Lasker
Chair
$0
Ginger Collier
Treasurer
$0
Laura Gillette
Secretary
$0
Paula Ruffin
Vice Chair
$0

Outside Vendors & Contractors

Vendor Name (Service)Compensation
Russell Reynolds Associates Inc
Executive Recruitment
$109,800
Global Endowment Management
Investment Management
$170,351
View All Vendors

Financial Statements

Statement of Revenue
Federated campaigns$0
Membership dues$0
Fundraising events$0
Related organizations$0
Government grants $947,091
All other contributions, gifts, grants, and similar amounts not included above$1,764,848
Noncash contributions included in lines 1a–1f $90,135
Total Revenue from Contributions, Gifts, Grants & Similar$2,711,939
Total Program Service Revenue$462,634
Investment income $18,218
Tax Exempt Bond Proceeds $0
Royalties $0
Net Rental Income $24,167
Net Gain/Loss on Asset Sales $112,820
Net Income from Fundraising Events $0
Net Income from Gaming Activities $0
Net Income from Sales of Inventory $70,895
Miscellaneous Revenue$0
Total Revenue $3,400,673

Grants Recieved

Over the last fiscal year, we have identified 21 grants that Robert E Lee Memorial Association has recieved totaling $553,020.

Awarding OrganizationAmount
The Bessemer Giving Fund

Woodbridge, NJ

PURPOSE: GENERAL SUPPORT

$200,000
Anne M Cabaniss Charitable Trust

Las Vegas, NV

PURPOSE: TO FUND CHARITABLE ACTIVITIES.

$145,000
National Christian Charitable Foundation Inc

Alpharetta, GA

PURPOSE: CULTURE

$37,200
Comegys Bight Charitable Foundation

Wickenburg, AZ

PURPOSE: SUPPORT

$25,000
$25,000
The Community Foundation Inc

Richmond, VA

PURPOSE: GENERAL PURPOSES

$22,300
View Grant Recipient Profile

Endowment Analysis

Beg. Balance$28,823,587
Earnings-$2,393,034
Admin Expense$209,869
Net Contributions$429,619
Other Expense$1,170,265
Ending Balance$25,480,038

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