Arts, Culture, and Humanities

Stratford Hall

  • Stratford, VA
  • www.stratfordhall.org

Mission Statement

Robert E. Lee Memorial Association preserves the legacy of the Lee family and their plantation community; inspires an appreciation of America's past and encourages commitment to the ideals of leadership, honor, independent thought and civic responsibility.

Main Programs

  1. General Programs
Service Areas

Self-reported

National

While Stratford Hall is pleased to welcome visitors from around the world, many of the individuals who take part in our programs are from the Northern Neck and the Richmond, Fredericksburg and Washington DC areas and Southern Maryland.

ruling year

1933

Principal Officer since 2016

Self-reported

Mr. John S. Bacon

Keywords

Self-reported

Stratford Hall, Stratford Hall Plantation, Robert E. Lee birthplace, Lee's birthplace, RELMA, Founding Fathers, American history

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EIN

54-0536105

 Number

2597638354

Also Known As

Stratford Hall

Contact

Cause Area (NTEE Code)

Museum & Museum Activities (A50)

IRS Filing Requirement

This organization is required to file an IRS Form 990 or 990-EZ.

Programs + Results

How does this organization make a difference?

Overview

Self-reported by organization

Despite the unexpected loss of our Executive Director in 2015, Stratford Hall is thriving. We achieved success in our mission of education, preservation and research. In fiscal year 2016, we began work on content that will be a new tour on (re)discover Stratford mobile devices: the African American story at Stratford Hall. This will be the first new offering beyond the core suite of tours, and will provide visitors with a fuller story about Stratford Hall. Information from Stratford's collections, library and archives and from what is known about the experiences of other African Americans in Tidewater Virginia will be used.We had a nearly 3 % increase in the number of visitors (27,176) compared to the previous year, with a 20% increase in participants in our school tours (1,745). Stratford Hall continues to offer an array of programs for lifelong learners. These include more traditional history programs, but also ones that deal with paleontology, wildlife, race relations and family-fun programs.Collections and furnishing work for the Dining Room and Alcove continues in the Great House. These spaces are being returned to an appearance that will represent the late 1810's, and provide a context for us to discuss the Lees who last owned Stratford. Architectural investigation and preservation work began on the Southeast Chamber and adjoining room. After restoration, thorough interiors research, and re-decoration, these rooms will resemble their appearance in 1807.Additional archaeology was conducted in fiscal year 2016 that will help inform the plans for the East Garden, and that will help transform the West Garden into a work yard. Other operations, including the Lee Family Digital Archive, a flagship initiative, the DuPont Library and support areas (including lodging and dining, farming, etc.) continued on course.After the tragic and unexpected death of Executive Director Paul Reber, Capt. Carter B. Refo (USN ret.) led the organization while a nationwide search was conducted by the firm Russell Reynolds Associates. In April, John S. Bacon, previously a member of the senior leadership team at the Colonial Williamsburg Foundation, was named President of the Robert E. Lee Memorial Association. (Title changed from Executive Director.) Bacon assumed responsibilities in June, 2016.

Programs

Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Program 1

General Programs

In addition to guided tours and school programs, Stratford Hall is offering over 30 special programs this year. These range from birding and outdoor discovery programs to Lees & Independence to our annual Wine & Oyster Festival. Other programs focus on the African American experience at Stratford Hall and race relations. Stratford Hall also offers a highly-regarded teachers institute. Sponsorship of programs depends on the individual budget for each, but there are opportunities ranging from $500 to $25,000.

Category

Arts, Culture & Humanities, General/Other

Population(s) Served

Other Named Groups

Children and Youth (0 - 19 years)

Adults

Budget

Service Areas

Self-reported

National

While Stratford Hall is pleased to welcome visitors from around the world, many of the individuals who take part in our programs are from the Northern Neck and the Richmond, Fredericksburg and Washington DC areas and Southern Maryland.

Funding Needs

Successful Closure of Capital Campaign - December 31, 2016 will mark the end of our capital campaign. Fundraising success has largely been achieved but we hope to raise an additional $450,000 in commitment to Stratford's unrestricted endowment.Grow the Annual Fund - Annual operating support must grow in order to keep pace with the increased audience we are reaching. We hope to raise $1 million for the Annual Fund in fiscal year 2018.Continue Work on Chief Projects - work on the Great House will continue as well as the gardens and landscape, and other initiatives. Organizational Assessment - With new leadership, we will begin a period of assessment to mark our progress and evaluate opportunities that are available.

External Reviews

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Financials

Financial information is an important part of gauging the short- and long-term health of the organization.

ROBERT E LEE MEMORIAL ASSOCIATION INC
Fiscal year: Jul 01-Jun 30
Yes, financials were audited by an independent accountant.

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Operations

The people, governance practices, and partners that make the organization tick.

Stratford Hall

Leadership

NEED MORE INFO ON THIS NONPROFIT?

Free: Gain immediate access to the following:
  • Address, phone, website and contact information
  • Forms 990 for 2015, 2015 and 2014
  • Board Chair and Board Members
  • Access to the GuideStar Community
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Principal Officer

Mr. John S. Bacon

BIO

John S. Bacon has served as President of the Robert E. Lee Memorial Association since June, 2016. Bacon previously was with the Colonial Williamsburg Foundation in Williamsburg, Virginia, for 28 years. He has executive leadership skills from his experience serving as a member of the president's senior staff and from oversight of significant staff and financial resources. As SVP for External Affairs, his responsibilities included creation and supervision of a vibrant integrated marketing and communications strategy; oversight of the visitor center; community and government relations; publications; and corporate archives and records. He has also led fundraising and event initiatives. Bacon first joined Colonial Williamsburg as in-house legal officer, assuming responsibility for all legal work at the Foundation and becoming the organization's first in-house general counsel. He served as secretary of the Foundation with administrative responsibility for board relations throughout his tenure.Bacon also served the Greater Williamsburg Area as chairman and board member of the Greater Williamsburg Chamber of Commerce and Tourism Alliance, chairman and board member of the Williamsburg Area Destination Marketing Committee, and board member of the United Way of Greater Williamsburg and the Greater Williamsburg YMCA. ""Stratford Hall's mission, centered on the leadership of generations of the Lee family, and the range of opportunities on site are gems, and I am excited to help convey that identity to current and future audiences,"" said Bacon about his appointment to the position. ""The historic site arena is challenging but immensely important and enriching, and Stratford Hall, with its exceptional grounds and riverfront, has fascinating stories to tell and memorable experiences to offer.""Bacon holds a BA in history from Amherst College and a law degree from the University of Virginia.

Governance

BOARD CHAIR

Mrs. Mary Wilson

Board Member

Term: Oct 2015 - Oct 2017

BOARD LEADERSHIP PRACTICES

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RESPONSE NOT PROVIDED

BOARD ORIENTATION & EDUCATION

Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations?


RESPONSE NOT PROVIDED

CEO OVERSIGHT

Has the board conducted a formal, written assessment of the chief executive within the past year?


RESPONSE NOT PROVIDED

ETHICS & TRANSPARENCY

Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year?


RESPONSE NOT PROVIDED

BOARD COMPOSITION

Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership?


RESPONSE NOT PROVIDED

BOARD PERFORMANCE

Has the board conducted a formal, written self-assessment of its performance within the past three years?