MENOKIN FOUNDATION: Form 990, tax year 2025

View the entire original 990 at ProPublica ↗

Organization: MENOKIN FOUNDATION (EIN 54-1735338)
Tax period: 2025-01-01 to 2025-12-31
Filed: 2026-07-15
IRS object ID: 202621969349302812
Schema version: 2025v4.2
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule G
Schedule M
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-07-15T16:16:36-05:00	ReturnTs
Tax Period End	2025-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	541149263	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	YOUNT HYDE & BARBOUR PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 2560	AddressLine1Txt
City	WINCHESTER	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	226041760	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2025-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	541735338	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE MENOKIN FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	MENO	BusinessNameControlTxt
Phone	8043331776	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	P O BOX 1221	AddressLine1Txt
City	WARSAW	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	22572	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	LISA DICKINSON MOUNTCASTLE	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	8043331776	PhoneNum
Signature	2026-07-15	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	OLIVIA A HUTTON CPA	PreparerPersonNm
PTIN	P00964688	PTIN
Phone	5406623417	PhoneNum
Preparation	2026-07-15	PreparationDt

Field	Value	IRS element (for citing)
Tax	2025	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	LISA DICKINSON MOUNTCASTL	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	P O BOX 1221	AddressLine1Txt
City	WARSAW	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	22572	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$2,359,169	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.MENOKIN.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1994	FormationYr
Legal Domicile State	VA	LegalDomicileStateCd
Activity Or Mission	THE MENOKIN FOUNDATION PRESERVES THE NATIONALLY SIGNIFICANT MENOKIN PROPERTY THROUGH INNOVATIVE PRESERVATION AND USES ITS HISTORIC, NATURAL, AND ARCHAEOLOGICAL RESOURCES TO EDUCATE THE PUBLIC ABOUT THE AMERICAN EXPERIMENT AND THE MANY PEOPLE WHO LIVED AND LABORED THERE.	ActivityOrMissionDesc
Voting Members Governing Body	12	VotingMembersGoverningBodyCnt
Voting Members Independent	12	VotingMembersIndependentCnt
Total Employee	8	TotalEmployeeCnt
Total Volunteers	20	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$760,053	PYContributionsGrantsAmt
CY Contributions Grants	$1,273,218	CYContributionsGrantsAmt
PY Program Service Revenue	$14,400	PYProgramServiceRevenueAmt
CY Program Service Revenue	$27,188	CYProgramServiceRevenueAmt
PY Investment Income	$84,591	PYInvestmentIncomeAmt
CY Investment Income	$225,470	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$859,044	PYTotalRevenueAmt
CY Total Revenue	$1,525,876	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$342,903	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$315,830	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$79,508	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$166,108	CYTotalFundraisingExpenseAmt
PY Other Expenses	$289,604	PYOtherExpensesAmt
CY Other Expenses	$1,308,600	CYOtherExpensesAmt
PY Total Expenses	$632,507	PYTotalExpensesAmt
CY Total Expenses	$1,703,938	CYTotalExpensesAmt
PY Revenues Less Expenses	$226,537	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$178,062	CYRevenuesLessExpensesAmt
Total Assets BOY	$2,461,622	TotalAssetsBOYAmt
Total Assets EOY	$2,079,308	TotalAssetsEOYAmt
Total Liabilities BOY	$606,281	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$462,432	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$1,855,341	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$1,616,876	NetAssetsOrFundBalancesEOYAmt
Mission	THE MENOKIN FOUNDATION PRESERVES THE NATIONALLY SIGNIFICANT MENOKIN PROPERTY THROUGH INNOVATIVE PRESERVATION AND USES ITS HISTORIC, NATURAL, AND ARCHAEOLOGICAL RESOURCES TO EDUCATE THE PUBLIC ABOUT THE AMERICAN EXPERIMENT AND THE MANY PEOPLE WHO LIVED AND LABORED THERE.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$437,928	ExpenseAmt
Revenue	$27,188	RevenueAmt
Desc	PUBLIC PROGRAMS OVERVIEW: IN 2025, MENOKIN HOSTED YEAR-ROUND GUIDED HOUSE AND SITE TOURS, GUIDED PADDLES JUNE - SEPTEMBER, SPECIAL EVENTS LIKE BINGO NIGHTS, JULY 4TH PICNIC AND EASTER EGG HUNT. AN ILLUMINATED PUMPKINS FAIR WAS COMBINED WITH A CONSERVATION AND CRAFT FESTIVAL IN OCTOBER. K-12 FIELD TRIPS. VISITORS INCLUDED TOURISTS, STUDENTS, LIFE-LONG LEARNERS, DESCENDANT COMMUNITIES AND HISTORIC PRESERVATION SPECIALISTS.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$906,588	ExpenseAmt
Desc	CONSTRUCTION AND PRESERVATION: ONGOING RESTORATION AND MAINTENANCE AND REPAIRS ON THE RUIN AND PLANNING FOR WORK ON THE RUIN IN 2025 FOR FUTURE CONSTRUCTION, ARCHAEOLOGY AND PRESERVATION INITIATIVES ACROSS THE SITE.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$1,344,516	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	Yes (1)	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	Yes (1)	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	0	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (1)	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	13	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	8	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	12	GoverningBodyVotingMembersCnt
Independent Voting Member	12	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	0	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	0	WhistleblowerPolicyInd
Document Retention Policy	0	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE ORGANIZATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	8043331776	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	P O BOX 1221	AddressLine1Txt
City	WARSAW	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	22572	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd
KAREN BEVERLY
TRUSTEE	2.00	Yes (X)	$0	$0	$0
LISA DICKINSON MOUNTCASTLE
PRESIDENT	4.00	Yes (X)	$0	$0	$0	Yes (X)
STEVENSON WALKER
TRUSTEE	1.00	Yes (X)	$0	$0	$0
MARGARET TALIAFERRO
SECRETARY	2.00	Yes (X)	$0	$0	$0	Yes (X)
DR MARY LYNN BAYLISS
TRUSTEE	1.00	Yes (X)	$0	$0	$0
GLORIA GARMON
VICE PRESIDENT	2.00	Yes (X)	$0	$0	$0	Yes (X)
JUDITH A GORDON
TRUSTEE	2.00	Yes (X)	$0	$0	$0
FRANK JOHNSON
TRUSTEE	1.00	Yes (X)	$0	$0	$0
ISOBEL MIDDY MORRIS
TRUSTEE	1.00	Yes (X)	$0	$0	$0
BRUCE THOMAS
TREASURER	2.00	Yes (X)	$0	$0	$0	Yes (X)
MARC WILLIAMS
TRUSTEE	2.00	Yes (X)	$0	$0	$0
ROBERT BRUMLEY
TRUSTEE	2.00	Yes (X)	$0	$0	$0
CONSTANCE ROSEMONT
EXECUTIVE DIRECTOR	40.00		$113,000	$0	$0	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$113,000	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$0	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	1	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	0	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt
All Other Contributions	$1,273,218	AllOtherContributionsAmt
Noncash Contributions	$115,276	NoncashContributionsAmt
Total Contributions	$1,273,218	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

Field	Value	IRS element (for citing)
Desc	VISITATION AND EDUCATION	Desc
Business	611710	BusinessCd
Total Revenue Column	$27,188	TotalRevenueColumnAmt
Related Or Exempt Func Income	$27,188	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$27,188	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$39,887	TotalRevenueColumnAmt
Exclusion	$39,887	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$1,018,876	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$833,293	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$185,583	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$185,583	TotalRevenueColumnAmt
Exclusion	$185,583	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,525,876	TotalRevenueColumnAmt
Related Or Exempt Func Income	$27,188	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$225,470	ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$113,000	TotalAmt
Program Services	$59,890	ProgramServicesAmt
Management And General	$27,120	ManagementAndGeneralAmt
Fundraising	$25,990	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$156,657	TotalAmt
Program Services	$83,028	ProgramServicesAmt
Management And General	$37,598	ManagementAndGeneralAmt
Fundraising	$36,031	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$25,905	TotalAmt
Program Services	$25,905	ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$20,268	TotalAmt
Program Services	$10,742	ProgramServicesAmt
Management And General	$4,864	ManagementAndGeneralAmt
Fundraising	$4,662	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$36,298	TotalAmt
Management And General	$36,298	ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$79,508	TotalAmt
Fundraising	$79,508	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$13,975	TotalAmt
Management And General	$13,975	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$43,350	TotalAmt
Program Services	$21,675	ProgramServicesAmt
Management And General	$17,340	ManagementAndGeneralAmt
Fundraising	$4,335	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$10,410	TotalAmt
Program Services	$4,221	ProgramServicesAmt
Management And General	$5,021	ManagementAndGeneralAmt
Fundraising	$1,168	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$16,496	TotalAmt
Program Services	$2,474	ProgramServicesAmt
Management And General	$5,582	ManagementAndGeneralAmt
Fundraising	$8,440	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$32,771	TotalAmt
Program Services	$12,247	ProgramServicesAmt
Management And General	$19,060	ManagementAndGeneralAmt
Fundraising	$1,464	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$1,387	TotalAmt
Program Services	$416	ProgramServicesAmt
Management And General	$694	ManagementAndGeneralAmt
Fundraising	$277	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$20,486	TotalAmt
Program Services	$15,365	ProgramServicesAmt
Management And General	$5,121	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$24,788	TotalAmt
Program Services	$20,758	ProgramServicesAmt
Management And General	$1,825	ManagementAndGeneralAmt
Fundraising	$2,205	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$7,395	TotalAmt
Program Services	$6,655	ProgramServicesAmt
Management And General	$370	ManagementAndGeneralAmt
Fundraising	$370	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
PRESERVATION AND CONSTR	$906,588	$906,588
EDUCATION PROGRAMS AND	$105,386	$105,386
EQUIPMENT RENTAL	$36,768	$36,768
REPAIRS AND MAINTENANCE	$33,163	$23,214	$8,291	$1,658

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$19,339	TotalAmt
Program Services	$9,184	ProgramServicesAmt
Management And General	$10,155	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,703,938	TotalAmt
Program Services	$1,344,516	ProgramServicesAmt
Management And General	$193,314	ManagementAndGeneralAmt
Fundraising	$166,108	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$34,965	BOYAmt
EOY	$25,483	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$13,910	BOYAmt
EOY	$3,010	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$18,119	BOYAmt
EOY	$50,870	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$1,086,307	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$450,368	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$656,531	BOYAmt
EOY	$635,939	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$1,721,674	BOYAmt
EOY	$1,349,315	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$16,423	BOYAmt
EOY	$14,691	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,461,622	BOYAmt
EOY	$2,079,308	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$30,858	BOYAmt
EOY	$119,741	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$559,000	BOYAmt
EOY	$330,000	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$16,423	BOYAmt
EOY	$12,691	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$606,281	BOYAmt
EOY	$462,432	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,811,419	BOYAmt
EOY	$1,598,530	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$43,922	BOYAmt
EOY	$18,346	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,855,341	BOYAmt
EOY	$1,616,876	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$2,461,622	BOYAmt
EOY	$2,079,308	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$178,062	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$60,403	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	Yes (1)	AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
FS Audited	0	FSAuditedInd
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$992,495	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,043,834	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$225,391	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$760,053	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,273,218	CurrentTaxYearAmt
Total	$5,294,991	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$992,495	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,043,834	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$225,391	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$760,053	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,273,218	CurrentTaxYearAmt
Total	$5,294,991	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$752,459	SubstantialContributorsTotAmt
Public Support Total170	$4,542,532	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$19,454	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$32,815	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$25,640	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$31,369	CurrentTaxYearMinus1YearAmt
Current Tax Year	$39,887	CurrentTaxYearAmt
Total	$149,165	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$5,444,156	TotalSupportAmt
Gross Receipts Rltd Activities	$99,842	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.83440	PublicSupportCY170Pct
Public Support PY170	0.81730	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Coll Used Scholarly Rsrch	Yes (X)	CollUsedScholarlyRsrchInd
Collection Used Preservation	Yes (X)	CollectionUsedPreservationInd
Solicited Assets Sale	0	SolicitedAssetsSaleInd
Agent Trustee Etc	0	AgentTrusteeEtcInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,721,674	BeginningYearBalanceAmt
Contributions	$0	ContributionsAmt
Investment Earnings Or Losses	$163,370	InvestmentEarningsOrLossesAmt
Other Expenditures	$575,000	OtherExpendituresAmt
Administrative Expenses	$13,975	AdministrativeExpensesAmt
End Year Balance	$1,296,069	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,181,960	BeginningYearBalanceAmt
Contributions	$475,000	ContributionsAmt
Investment Earnings Or Losses	$126,359	InvestmentEarningsOrLossesAmt
Other Expenditures	$50,000	OtherExpendituresAmt
Administrative Expenses	$11,645	AdministrativeExpensesAmt
End Year Balance	$1,721,674	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,063,694	BeginningYearBalanceAmt
Investment Earnings Or Losses	$178,481	InvestmentEarningsOrLossesAmt
Other Expenditures	$50,000	OtherExpendituresAmt
Administrative Expenses	$10,215	AdministrativeExpensesAmt
End Year Balance	$1,181,960	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,258,205	BeginningYearBalanceAmt
Investment Earnings Or Losses	-$184,051	InvestmentEarningsOrLossesAmt
Administrative Expenses	$10,460	AdministrativeExpensesAmt
End Year Balance	$1,063,694	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,150,149	BeginningYearBalanceAmt
Investment Earnings Or Losses	$144,062	InvestmentEarningsOrLossesAmt
Other Expenditures	$25,000	OtherExpendituresAmt
Administrative Expenses	$11,006	AdministrativeExpensesAmt
End Year Balance	$1,258,205	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.98817	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.01183	PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$323,591	OtherCostOrOtherBasisAmt
Book Value	$323,591	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$580,769	OtherCostOrOtherBasisAmt
Depreciation	$317,696	DepreciationAmt
Book Value	$263,073	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$45,558	OtherCostOrOtherBasisAmt
Depreciation	$31,150	DepreciationAmt
Book Value	$14,408	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$136,389	OtherCostOrOtherBasisAmt
Depreciation	$101,522	DepreciationAmt
Book Value	$34,867	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$635,939	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	LEASE LIABILITY, OPERATING	Desc
Amt	$12,691	Amt

Field	Value	IRS element (for citing)
Total Liability	$12,691	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART III, LINE 1A:	IN ACCORDANCE WITH ACCOUNTING STANDARDS, EXPENDITURES AND CONTRIBUTIONS FOR WORKS OF ART, HISTORICAL TREASURES, AND SIMILAR ASSETS THAT ARE HELD AS PART OF COLLECTIONS ARE NOT RECOGNIZED AS AN ASSET. COST FOR RESTORING AND IMPROVING THE MENOKIN RUIN AND GROUNDS ARE EXPENSED WHEN INCURRED.
PART III, LINE 4:	THE MENOKIN FOUNDATION IS A CHARITABLE, NON-PROFIT ORGANIZATION CREATED IN 1994. ITS MISSION IS TO PRESERVE AND INTERPRET MENOKIN, THE HOME OF FRANCIS LIGHTFOOT LEE, A SIGNER OF THE DECLARATION OF INDEPENDENCE, AS A FOCUS FOR BETTER UNDERSTANDING THE FIELDS OF ARCHITECTURE, ARCHAEOLOGY, CONSERVATION, HISTORY AND ECOLOGY. MENOKIN IS ONE OF THE BEST-DOCUMENTED EIGHTEENTH CENTURY HOUSES IN VIRGINIA AND ONE OF ONLY A FEW FOR WHICH THE ORIGINAL ARCHITECTURAL DRAWINGS STILL EXIST. THOUGH THE HOUSE IS PARTIALLY COLLAPSED, SOME 80 PERCENT OF ITS ORIGINAL MATERIALS HAVE BEEN REMOVED AND PRESERVED, INCLUDING MOST OF THE INTERIOR WOODWORK. THE FOUNDATION'S COLLECTION CONSISTS OF OVER 1,000 PIECES OF INTERIOR JOINERY FROM THE HOUSE AND OVER 1,500 ARCHITECTURAL STRUCTURAL ELEMENTS EXTRACTED FROM THE REMAINS OF THE HOUSE. THIS EXTENSIVE COLLECTION OF THE ORIGINAL DECORATIVE AND STRUCTURAL PIECES OF MENOKIN PROVIDE AN EXTRAORDINARY METHOD OF TEACHING 18TH CENTURY BUILDING TECHNIQUES TO STUDENTS. THE EDUCATION AND TRAINING PROGRAM,CENTERED AROUND THE COLLECTION, HELPS TO FULFILL THE MENOKIN FOUNDATION'S VISION TO PROTECT THE RUIN FROM FURTHER DETERIORATION AND TO CONSERVE AND PRESENT THE HOUSE IN A MANNER THAT WILL INSPIRE THE PUBLIC TO LEARN MORE ABOUT FRANCIS LIGHTFOOT LEE'S CONTRIBUTION TO THE FOUNDING OF THE UNITED STATES, AND THE REMARKABLE TALENTS OF THE CRAFTSMAN WHO CONSTRUCTED HIS HOME. THE FOUNDATION BELIEVES THAT THE HANDS-ON PRESERVATION LEARNING PROCESS IS AS IMPORTANT AS THE FINAL COMPLETION OF CONSERVATION WORK AT THE MENOKIN RUINS. THE CURRENT STATE OF MENOKIN PROVIDES AN EXTRAORDINARY OPPORTUNITY FOR STUDENTS TO RECEIVE EDUCATION AND TRAINING ON A BROAD SPECTRUM OF ARCHITECTURAL CONSERVATION ISSUES, INCLUDING: MOISTURE PROBLEMS; MAKING AND USING HISTORIC REPAIR MORTARS; WOODWORK REPAIR AND CONSOLIDATION; TECHNIQUES FOR REMOVAL OF PORTLAND CEMENT POINTING, AND WINDOW RESTORATION. HERE WE HAVE A HISTORIC HOUSE OF WHICH ONE-QUARTER REMAINS STANDING WITH ORIGINAL PLASTER, FLOORBOARDS AND FRAMING, WHILE THE REMAINING PARTS OF THE HOUSE, INCLUDING ALL OF THE EXQUISITE INTERIOR WOODWORK, EXIST IN PIECES. THE RARE, ORIGINAL PRESENTATION DRAWINGS AND 1940 HISTORIC AMERICAN BUILDING SURVEY DOCUMENTATION PROVIDES A "ROAD MAP" TO UNDERSTANDING HOW THESE PIECES FIT TOGETHER.
PART V, LINE 4:	THE FOUNDATION'S ENDOWMENT FUNDS HAVE BEEN ESTABLISHED TO SUPPORT THE PRESERVATION OF THE MENOKIN RUIN AND OTHER OPERATIONAL NEEDS.
PART X, LINE 2:	THE FOUNDATION IS A 501(C)(3) ORGANIZATION EXEMPT FROM INCOME TAX PROVIDED UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE. INCOME FROM ACTIVITIES NOT DIRECTLY RELATED TO ITS TAX-EXEMPT PURPOSE IS SUBJECT TO INCOME TAX. THE FOUNDATION HAS REVIEWED AND EVALUATED THE RELEVANT TECHNICAL MERITS OF EACH OF ITS TAX POSITIONS IN ACCORDANCE WITH GUIDANCE ESTABLISHED BY THE FASB AND DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS OF THE FOUNDATION.

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Mail Solicitations	Yes (X)	MailSolicitationsInd
Email Solicitations	Yes (X)	EmailSolicitationsInd
In Person Solicitations	Yes (X)	InPersonSolicitationsInd
Solicitation Of Non Govt Grants	Yes (X)	SolicitationOfNonGovtGrantsInd
Solicitation Of Govt Grants	Yes (X)	SolicitationOfGovtGrantsInd
Special Fundraising Events	Yes (X)	SpecialFundraisingEventsInd
Agrmt Prof Fundraising Acty	Yes (1)	AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	ActivityActivityTxt	Fundraiser Control Of FundsFundraiserControlOfFundsInd	Gross ReceiptsGrossReceiptsAmt	Retained By ContractorRetainedByContractorAmt	Net To OrganizationNetToOrganizationAmt
JILLIAN GRANT - LA LOMA EVENTS
PO BOX 1037	GORDONSVILLE	VA	22492	FUNDRAISING CONSULTING SERVICES; GRANT HELP; DONOR EVENT HEL	0	$425,000	$42,000	$383,000
SYNC SOCIETY SOLUTIONS
2528 GIANNA DRIVE	GLASSBORO	NJ	08028	FUNDRAISING CONSULTING SVCS; GRANT HELP; RESEARCH	0	$30,000	$37,508	-$7,508

Field	Value	IRS element (for citing)
Total Gross Receipts	$455,000	TotalGrossReceiptsAmt
Total Retained By Contractors	$79,508	TotalRetainedByContractorsAmt
Total Net To Organization	$375,492	TotalNetToOrganizationAmt
Licensed States	VA	LicensedStatesCd

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	7	ContributionCnt
Noncash Contributions Rpt F990	$115,276	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	0	ReviewProcessUnusualNCGiftsInd
Third Parties Used	0	ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11B	FOUNDATION MANAGEMENT REVIEW AND APPROVAL ARE REQUIRED PRIOR TO FILING THE FORM 990 WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12C	THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO ALL TRUSTEES AND REVIEWED WITH THE FULL BOARD EACH YEAR AT THE JANUARY BOARD MEETING. THE EXECUTIVE DIRECTOR REVIEWS THE CONFLICT OF INTEREST POLICY WITH EACH INCOMING TRUSTEE UPON ELECTION TO THE BOARD AS PART THE ORIENTATION PROCESS. THE EXECUTIVE COMMITTEE MONITORS AND ENFORCES THE POLICY BY HOLDING ALL BUSINESS AND GOVERNANCE TRANSACTIONS UP FOR SCRUTINY AGAINST THE CONFLICT OF INTEREST POLICY.
FORM 990, PART VI, SECTION B, LINE 15A	THE CURRENT SALARY OF THE EXECUTIVE DIRECTOR HAS BEEN SET AND REVIEWED BY THE EXECUTIVE COMMITTEE AND APPROVED BY THE FULL BOARD. THE EXECUTIVE DIRECTOR'S SALARY IS COMPARABLE TO EXECUTIVE DIRECTOR SALARIES OF SIMILAR SIZE NONPROFITS IN THE AREA. THE EXECUTIVE COMMITTEE CONDUCTS A PERFORMANCE EVALUATION OF THE EXECUTIVE DIRECTOR EVERY JANUARY. BASED UPON THE PERFORMANCE EVALUATION AND THE BUDGETARY NEEDS OF THE FOUNDATION, THE EXECUTIVE COMMITTEE WILL RECOMMEND THE YEARLY SALARY TO THE FULL BOARD FOR APPROVAL.
FORM 990, PART VI, SECTION C, LINE 18	THE FOUNDATION'S FORM 1023 AND FORM 990 ARE AVAILABLE TO THE PUBLIC AT THE FOUNDATION'S ADMINISTRATIVE OFFICES AND CAN BE MAILED OUT UPON REQUEST.
FORM 990, PART VI, SECTION C, LINE 19	THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC AT THE FOUNDATION'S ADMINISTRATIVE OFFICES AND CAN BE MAILED UPON REQUEST.
FORM 990, PART XII, LINE 2C:	THE FOUNDATION'S BOARD OF TRUSTEES HAS A COMMITTEE THAT IS RESPONSIBLE FOR SELECTION AND RETENTION OF INDEPENDENT ACCOUNTANTS THAT PERFORM THE FINANCIAL STATEMENT AUDIT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.