Belle Grove Inc
- Assets
- $3.4m
- Revenue
- $1.5m
- Investments
- $0.0
- Employees
- 9
- Location
- Middletown, VA
- Founding
- 04/1979
- Data as of
- 12/2021
- EIN
- 54-1047175
Organization Overview
Belle Grove Inc is located in Middletown, VA. The organization was established in 1979. According to its NTEE Classification (A82) the organization is classified as: Historical Societies & Historic Preservation, under the broad grouping of Arts, Culture & Humanities and related organizations. As of 12/2021, Belle Grove Inc employed 9 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Belle Grove Inc 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 12/2021, Belle Grove Inc generated $1.5m in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 24.9% each year . All expenses for the organization totaled $495.4k during the year ending 12/2021. While expenses have increased by 3.6% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
TO MAINTAIN HISTORIC PROPERTY OF BELLE GROVE INC FOR THE EDUCATIONAL USE OF THE GENERAL PUBLIC
Describe the Organization's Program Activity:
Part 3 - Line 4a
TO EDUCATE THE PUBLIC THROUGH TOURS AND PROGRAMS SPONSORED BY BELLE GROVE INC
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Sandra Dunkle Secretary | OfficerTrustee | 5 | $0 |
Wayne Sulfridge Vice Chair | OfficerTrustee | 5 | $0 |
Ben Weber Assistant Treasurer | OfficerTrustee | 5 | $0 |
Robert Mowery Treasurer | OfficerTrustee | 5 | $0 |
John Adamson Chair Elect | Officer | 5 | $0 |
Kristen Laise Executive Director | Officer | 40 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $37,299 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $57,105 |
| All other contributions, gifts, grants, and similar amounts not included above | $1,235,197 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $1,329,601 |
| Total Program Service Revenue | $110,103 |
| Investment income | $0 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $1,544,590 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $244,897 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $26,728 |
| Payroll taxes | $18,671 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $20,433 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $7,800 |
| Office expenses | $1,497 |
| Information technology | $12,915 |
| Royalties | $0 |
| Occupancy | $66,308 |
| Travel | $569 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $4,169 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $49,833 |
| Insurance | $15,514 |
| All other expenses | $9,648 |
| Total functional expenses | $495,374 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $75,431 |
| Savings and temporary cash investments | $877,053 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $35,123 |
| Prepaid expenses and deferred charges | $1,840 |
| Net Land, buildings, and equipment | $1,506,406 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $570,912 |
| Intangible assets | $0 |
| Other assets | $344,388 |
| Total assets | $3,411,153 |
| Accounts payable and accrued expenses | $36,735 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $36,735 |
| Net assets without donor restrictions | $2,562,335 |
| Net assets with donor restrictions | $812,083 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $3,411,153 |
Grants Recieved
Over the last fiscal year, we have identified 3 grants that Belle Grove Inc has recieved totaling $760,005.
| Awarding Organization | Amount |
|---|---|
James L And Mary Jane Bowman Charitable Tr Stephens City, VA PURPOSE: TO SUPPORT HISTORIC PRESERVATION | $750,000 |
Crescent Cities Charities Inc Oxon Hill, MD PURPOSE: TO SUPPORT NUMEROUS COMMUNITY PROGRAMS:(1) WOMEN ON THE WARFRONT: LADIES FASHINNS FROM THE REVOLUTIONARY WAR TO THE CIVIL WAR (2) BLUEGRASS IN THE BARN (3) A CLASSIC MOVIE NIGHT AT THE ALAMO DRAFTHOUSE CINEMA. OTHER PROGRAMS INCLUDE, EXHIBIT ON THE ARCHAEOLOGICAL INVESTIGATION OF THE ENSLAVED QUARTER SITE AT BELLE GROVE, THE BELLE GROVE WINE FEST AND INALIENABLE RIGHTS: FREE AND ENSLAVED BLACKS CRAFTING A LIFE IN THE SHENANDOAH VALLEY. | $10,000 |
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $5 |
Endowment Analysis
| Beg. Balance | $300,383 |
| Ending Balance | $300,383 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
White House Historical Association Washington, DC | $70,614,346 | $21,703,882 |
National Links Trust Washington, DC | $8,914,003 | $10,793,468 |
Maymont Foundation Richmond, VA | $38,971,207 | $5,423,725 |
The Lynnwood Foundation Charlotte, NC | $21,387,443 | $5,860,754 |
The Heritage Foundation Of Williamson County Tn Franklin, TN | $23,589,168 | $5,101,900 |
Classical American Homes Preservation Trust Hillsborough, NC | $132,123,539 | $8,113,151 |
Andrew Jackson Foundation Hermitage, TN | $11,010,285 | $4,320,645 |
National Archives Foundation Washington, DC | $14,544,421 | $8,935,036 |
Memphis Chapter For Preservation Of Tennessee Antiquities Nashville, TN | $7,377,257 | $4,193,595 |
House Of The Temple Historic Preservation Foundation Inc Washington, DC | $31,687,828 | $5,822,669 |
Historic Annapolis Inc Annapolis, MD | $11,216,187 | $4,170,932 |
The George Washington Foundation Fredericksburg, VA | $39,220,156 | $2,847,343 |