Is it real?
Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Mar 1933.
IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File
Where the money goes
70 cents of each dollar spent went to programs.
Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.
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Who runs it and what they're paid
29 people listed on the 990; $267K paid to officers and key staff.
Karen Daly’s $219K as President is at the 88th percentile of top reported officer pay among 3924 $1–10M arts & culture nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.
Compensation history total reportable pay by year · 3 named individuals · Part VII
| Name | FY2025 | FY2024 | FY2023 | FY2021 | FY2020 |
|---|---|---|---|---|---|
| Karen Daly | $218,711 | $225,000 | $212,308 | — | — |
| John S Bacon | — | — | — | $152,699 | $160,619 |
| Laura Fortsch | $120,606 | $120,429 | $114,137 | $114,574 | $111,523 |
Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.
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Questions the 990 asks
The form asks each of these directly. These are the filed answers.
- Family or business ties among officersPt VI · Ln 2Yes
- Top official's pay set by an independent reviewPt VI · Ln 15aYes
Programs and updates
Preserves a historic plantation, inspiring appreciation for America's past and its ideals.
Questions for Robert E Lee Memorial Association INC
Your first name shows with your question. Robert E Lee Memorial Association INC answers here, for everyone.
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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.
Funders
Who pays for it.
From grant filings on record. Receipts are incomplete: individual donors are never listed.
Grants
By the numbers
The FY2021 990, line by line.
Download 990
| Line | Start FY21 | End FY21 |
|---|---|---|
| Cash and savingsLn 1–2 | $2.4M | $2.9M |
| InvestmentsLn 11–13 | $23.5M | $28.8M |
| Land, buildings, equipmentLn 10c | $3.8M | $3.6M |
| Total assetsLn 16 | $30.8M | $36.5M |
| LiabilitiesLn 26 | $838K | $1.2M |
| Net assetsLn 32 | $29.9M | $35.3M |
| Line | Total | Programs | Management | Fundraising |
|---|---|---|---|---|
| Pay of current officers, directors and key staffLn 5 | $174K | $78K | $70K | $26K |
| Other salaries and wagesLn 7 | $1.2M | $889K | $99K | $217K |
| Pension plan contributionsLn 8 | $8K | $6K | $513 | $1K |
| Other employee benefitsLn 9 | $124K | $90K | $19K | $15K |
| Payroll taxesLn 10 | $90K | $62K | $11K | $18K |
| Accounting feesLn 11c | $46K | $46K | ||
| Investment management feesLn 11f | $184K | $184K | ||
| Other fees for servicesLn 11g | $117K | $107K | $10K | $90 |
| Office expensesLn 13 | $165K | $126K | $20K | $18K |
| Information technologyLn 14 | $79K | $47K | $27K | $5K |
| OccupancyLn 16 | $99K | $90K | $10K | |
| TravelLn 17 | $12K | $12K | $38 | |
| Conferences, conventions and meetingsLn 19 | $13K | $10K | $3K | |
| InterestLn 20 | $6K | $6K | ||
| Depreciation, depletion and amortizationLn 22 | $319K | $290K | $29K | $208 |
| InsuranceLn 23 | $143K | $130K | $13K | $93 |
| Other expenses (24a–d)Ln 24 | $365K | $265K | $59K | $41K |
| Total functional expensesLn 25 | $3.1M | $2.2M | $604K | $342K |
Filing history
| Year | Money in | Money out | In minus out | Net assets | Download |
|---|---|---|---|---|---|
| FY2025 Latest | $3.5M | $4.4M | −$958K | $35.4M | 990 PDF |
| FY2024 | $2.2M | $4.4M | −$2.2M | $33.0M | 990 PDF |
| FY2023 | $3.0M | $4.9M | −$1.9M | $32.2M | 990 PDF |
| FY2022 | Not on file | ||||
| FY2021 Viewing | $1.9M | $3.1M | −$1.2M | $35.3M | 990 PDF |
| FY2020 | $1.8M | $3.6M | −$1.8M | $29.9M | 990 PDF |
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Schedules filed Part IV
See the full FY2021 990 (6 parts)
Part I · Summary $1,938,788 revenue, 12 lines filed
Part VI · Governance 26 of 26 board members independent, 1 to look at
Part VIII · Statement of revenue $1,938,788 across 11 lines filed
Part IX · Statement of functional expenses $3,148,983 across 17 lines filed
Part X · Balance sheet $36,506,664 assets, 16 lines filed
Part XI · Reconciliation of net assets $35,307,108 net assets at year end
Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File
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