EIN 56-1987315

The Lynnwood Foundation

IRS 501(c) type
501(c)(3)
Num. employees
31
Year formed
1996
Most recent tax filings
2022-12-01
Description
The Lynnwood Foundation maintains The Duke Mansion as a historic inn and operates the Lee Institute, strengthening non-profits and building communities.
Total revenues
$6,440,405
2022
Total expenses
$5,917,767
2022
Total assets
$24,299,932
2022
Num. employees
31
2022

Program areas at The Lynnwood Foundation

The duke mansion: The preservation and protection of The duke mansion has continued with maintenance and capital investment of The house and grounds. The duke mansion showcases its history by being open to The community for all types of events and through permanent exhibits. The gardens are open nearly every day for visitors. It also provides its own annual programming free to The public including history lectures. During The pandemic, we did not provide our usual guided garden tours and an annual community-wide open house.
The lee institute: The lee institute serves and strengthens organizations and individuals who share our commitment to building great communities. The lee institute provided facilitation, civic engagement, consulting and leadership training to non-profits, governments and community groups locally, regionally and statewide.

Who funds The Lynnwood Foundation

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Duke EndowmentTo Complete A Capital Campaign. (Endowed)$850,000
Foundation for the CarolinasCharitable Gift$373,088
Duke EndowmentTo Provide Operating Support During A Capital Campaign To Increase Endowment Funds.$100,000
...and 14 more grants received

Personnel at The Lynnwood Foundation

NameTitleCompensation
Lisa GuerrieroChief Financial Officer / Controller$156,821
Rondel BalitaanGeneral Manager$116,687
Patricia Higgins MartinDevelopment Director
Chrystal JoyDirector - Lee Institute$139,668
Rebecca SagadinPast General Manager - Duke Mansion$102,459
...and 5 more key personnel

Financials for The Lynnwood Foundation

RevenuesFYE 12/2022
Total grants, contributions, etc.$1,883,489
Program services$4,562,349
Investment income and dividends$12
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$-5,524
Net income from fundraising events$79
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$6,440,405

Form 990s for The Lynnwood Foundation

Fiscal year endingDate received by IRSFormPDF link
2022-122023-11-13990View PDF
2021-122022-11-11990View PDF
2020-122021-11-10990View PDF
2019-122021-02-24990View PDF
2018-122020-01-21990View PDF
...and 9 more Form 990s
Data update history
February 3, 2024
Received grants
Identified 1 new grant, including a grant for $1,000 from Dalton-Brand Foundation
January 21, 2024
Posted financials
Added Form 990 for fiscal year 2022
January 21, 2024
Updated personnel
Identified 1 new personnel
December 26, 2023
Received grants
Identified 10 new grant, including a grant for $850,000 from Duke Endowment
July 16, 2023
Posted financials
Added Form 990 for fiscal year 2021
Nonprofit Types
Arts, culture, and humanities nonprofitsMuseumsCharities
Issues
Arts, cultural, and humanitiesHistory
Characteristics
Fundraising eventsEndowed supportGala fundraisersTax deductible donations
General information
Address
400 Hermitage Rd
Charlotte, NC 28207
Metro area
Charlotte-Concord-Gastonia, NC-SC
County
Mecklenburg County, NC
Website URL
lynnwoodfoundation.org/ 
Phone
(704) 375-4400
Facebook page
thedukemansion 
IRS details
EIN
56-1987315
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1996
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
A80: Historical Societies, Historical Preservation
NAICS code, primary
7121: Museums, Historical Sites, and Similar Institutions
Parent/child status
Independent
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