Historic Sotterley Inc

Organization Overview

Historic Sotterley Inc is located in Hollywood, MD. The organization was established in 1964. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. As of 06/2021, Historic Sotterley Inc employed 18 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Historic Sotterley 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 06/2021, Historic Sotterley Inc generated $719.1k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 6 years, the organization has seen revenues fall by an average of (3.3%) each year. All expenses for the organization totaled $843.9k during the year ending 06/2021. You can explore the organizations financials more deeply in the financial statements section below.

Mission & Program ActivityExcerpts From the 990 Filing

TAX YEAR

2021

Describe the Organization's Mission:

Part 3 - Line 1

THE MISSION IS TO PRESERVE, RESEARCH, AND INTERPRET SOTTERLEY PLANTATIONS DIVERSE CULTURES AND ENVIRONMENTS AND TO SERVE THE WORLD AS AN EDUCATIONAL, CULTURAL, AND COMMUNITY RESOURCE.

Describe the Organization's Program Activity:

Part 3 - Line 4a

EXHIBITS AND EXHIBITIONS SOTTERLEY PLANTATIONS NUMEROUS HISTORIC BUILDINGS, COLLECTIONS PIECES, AND ENVIRONMENT PROVIDE A BACKDROP FOR THE INTERPRETATION OF THIS 300 YEAR OLD NATIONAL HISTORIC LANDMARK. ADDITIONALLY, OUR VISITOR CENTER CONTAINS SPACES DEDICATED TO INTERPRETATION, WITH INTERPRETIVE PANELS, EXHIBITS, AND VIDEOS ABOUT THE SITE. TWO NEW EXHIBITS ARE NOW LOCATED IN THE CORN CRIB AND THE SLAVE CABIN AND BOTH HELP TO CONVEY A MORE COMPLETE UNDERSTANDING OF SOTTERLEYS HISTORY AND OF THE LIVES OF THE WHITE, BLACK, FREE, AND ENSLAVED PERSONS WHO LIVED HERE.


EDUCATIONAL PROGRAMS HELD AT SOTTERLEY CONTINUE TO SERVE THOUSANDS OF STUDENTS FROM ALL OVER THE STATE OF MARYLAND. NEW SCHOOLS CONTINUED TO BE INTRODUCED TO SOTTERLEYS UNIQUE HANDS ON APPROACH TO LEARNING, AND THE PROGRAMS CONTINUE TO GET OUTSTANDING REVIEWS BY THE MARYLAND DEPARTMENT OF EDUCATION AS WELL AS THE INDIVIDUAL SCHOOLS WHICH HAVE ATTENDED. SOTTERLEY CONTINUALLY REVAMPS ITS PROGRAM TO MATCH THE COMMON CORE STANDARDS USED IN THE SCHOOL SYSTEM, AND A NEW PROGRAM WAS ADDED TO SOTTERLEYS ALREADY IMPRESSIVE LINE UP LOYALIST TO PATRIOT.


VISITOR PROGRAMS HAVE SERVED GUESTS FROM ALL OVER THE UNITED STATES AND INTERNATIONALLY, AND SOTTERLEYS GUESTS HAVE LEARNED ABOUT THE HISTORY OF NOT ONLY THIS SPECIAL SITE, BUT THAT OF OUR REGION AND NATION. ADVANCES HAVE BEEN MADE IN THE INTERPRETIVE PLAN SO THAT IT IS MORE INCLUSIVE OF THE AFRICAN AMERICAN SIDE OF SOTTERLEYS AND OUR NATIONS HISTORY. SOTTERLEYS STORIES ARE NOT ONLY THOSE OF ITS OWNERS, BUT THOSE OF THE ENSLAVED AND FARM LABORERS WHO LIVED AND WORKED ON SITE. SOTTERLEY HAS A WONDERFUL VOLUNTEER BASE THAT MAKES SO MANY OF OUR ACHIEVEMENTS POSSIBLE. SOTTERLEY CONTINUES TO RECRUIT NEW VOLUNTEERS TO WORK AS DOCENTS, WORK IN THE MUSEUM SHOP, WORK IN THE GARDEN GUILD, AND WORK AS OFFICE VOLUNTEERS AND TO SUPPORT SPECIAL EVENTS.


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Board, Officers & Key Employees

Name (title)Compensation
Nancy Easterling
Executive Director
$44,423
Charles Johnston
President
$0
Janice Briscoe
Vice President
$0
Raymond Dodson Jr
Treasurer
$0
Lynn Fitrell
Secretary
$0
Robert Aldridge
Director
$0

Financial Statements

Statement of Revenue
Federated campaigns$0
Membership dues$59,305
Fundraising events$58,934
Related organizations$0
Government grants $111,183
All other contributions, gifts, grants, and similar amounts not included above$439,692
Noncash contributions included in lines 1a–1f $0
Total Revenue from Contributions, Gifts, Grants & Similar$669,114
Total Program Service Revenue$26,238
Investment income $382
Tax Exempt Bond Proceeds $0
Royalties $0
Net Rental Income $10,250
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 $13,095
Miscellaneous Revenue$0
Total Revenue $719,103

Grants Recieved

Over the last fiscal year, we have identified 5 grants that Historic Sotterley Inc has recieved totaling $19,747.

Awarding OrganizationAmount
Greater Washington Community Foundation

Washington, DC

PURPOSE: GENERAL SUPPORT

$10,000
The Nancy Ruyle Dodge Charitable Trust

Mechanicsville, MD

PURPOSE: EDUCATION & HISTORICAL PRESERVATION

$6,500
James B Luke Family Charitable Foundation

Parsippany, NJ

PURPOSE: TO PRESERVE OUR HISTORIC STRUCTURES AND NATURAL ENVIRONMENT.

$3,000
Lazard Foundation

New York, NY

PURPOSE: UNRESTRICTED

$154
Amazonsmile Foundation

Seattle, WA

PURPOSE: GENERAL SUPPORT

$93
View Grant Recipient Profile

Endowment Analysis

Beg. Balance$48,733
Earnings$6,033
Ending Balance$54,766

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$64,346,772
J Willard And Alice S Marriott Foundation
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$31,840,539
Mccune Foundation
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$38,182,239

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