2024-11-25T10:10:23-06:00 2024-06-30 540618213 HANTZMON WIEBEL LLP PO BOX 1408 CHARLOTTESVILLE VA 22902 990 2023-07-01 311620682 MONTPELIER FOUNDATION MONT 5406722728 P O BOX 911 ORANGE VA 22960 KRISTA COSTELLO INTERIM PRESIDENT AND CEO 5406722728 2024-11-25 1 0 MATTHEW J DEAN P00961509 4342962156 2023 2024-10-15 13:58:12Z EOLA LEWIS DANCE P O BOX 911 ORANGE VA 22960 5541213 0 X WWW.MONTPELIER.ORG X 1998 VA A MEMORIAL TO JAMES MADISON AND THE ENSLAVED COMMUNITY, A MUSEUM OF AMERICAN HISTORY, AND A CENTER FOR CONSTITUTIONAL EDUCATION THAT ENGAGES THE PUBLIC WITH THE ENDURING LEGACY OF MADISON'S MOST POWERFUL IDEA: GOVERNMENT BY THE PEOPLE. 16 16 102 30 12948 0 8376168 3090438 960008 1166062 310701 579107 432905 502490 10079782 5338097 0 75000 0 0 3002598 3288082 0 109805 518124 3131420 3168301 6134018 6641188 3945764 -1303091 36190610 34855194 7164664 6651752 29025946 28203442 X A MEMORIAL TO JAMES MADISON AND THE ENSLAVED COMMUNITY, A MUSEUM OF AMERICAN HISTORY, AND A CENTER FOR CONSTITUTIONAL EDUCATION THAT ENGAGES THE PUBLIC WITH THE ENDURING LEGACY OF MADISON'S MOST POWERFUL IDEA: GOVERNMENT BY THE PEOPLE. 0 0 2932919 1360863 EDUCATION AND ENGAGEMENT: WORKING CLOSELY WITH ARCHAEOLOGY, HISTORIC ARCHITECTURE AND COLLECTIONS, THE DEPARTMENT OF EDUCATION AND ENGAGEMENT OVERSEES ALL PUBLIC PROGRAMMING AT MONTPELIER. THIS INCLUDES DEVELOPING TOUR CONTENT, INTERPRETIVE SIGNAGE, AND PROGRAMMING FOR STUDENT AND ADULT GROUPS. IT WAS INSTRUMENTAL IN THE PLANNING AND EXECUTION OF THE AWARD-WINNING EXHIBITION THE MERE DISTINCTION OF COLOUR. 669004 HISTORIC ARCHITECTURE AND COLLECTIONS:HISTORIC ARCHITECTURE AND COLLECTIONS ARE RESPONSIBLE FOR THE CARE AND MAINTENANCE OF MONTPELIER'S HISTORIC STRUCTURES - MANY ASSOCIATED WITH THE DUPONT ERA - IN ADDITION TO LEADING SIGNIFICANT HISTORIC RECONSTRUCTION PROJECTS SUCH AS THE SOUTH YARD. THIS IS ACCOMPLISHED THROUGH ARCHITECTURAL FIELDWORK BY EXAMINING WOOD SPECIES, NAILS, WINDOWS, DECORATIVE MOULDINGS, AND MORE, TO ENSURE THAT THE RECONSTRUCTED BUILDINGS ARE AS HISTORICALLY ACCURATE AS POSSIBLE. FOR EXAMPLE, DURING THE RESTORATION OF THE TEMPLE, THE RECOVERY OF A SINGLE MADISON-ERA SHINGLE WHILE INVESTIGATING THE ROOF FRAMING LED TO THE DETERMINATION THAT THE TEMPLE ROOF WAS ORIGINALLY PAINTED RED.CURATORIAL AND COLLECTIONS IS INSTRUMENTAL IN THE FURNISHING OF THE HOUSE AND OTHER RECONSTRUCTED BUILDINGS ON THE PROPERTY. ALL OF THE INSTALLATIONS AND ACQUISITIONS ARE BASED, AT LEAST IN PART, ON THE WORK AND DISCOVERIES OF OTHER DEPARTMENTS LIKE ARCHAEOLOGY, RESEARCH, AND ARCHITECTURAL PRESERVATION. RECENT PROJECTS INCLUDE THE FURNISHING PLANS FOR THE SOUTH YARD QUARTERS; THE ACQUISITION OF THE ARTWORK IN THE SOUTH PASSAGE OF THE HOUSE; THE ACQUISITION OF OBJECTS CONNECTED TO DOLLEY MADISON: A LADY'S POCKET WATCH, SEWING KIT, AND MINIATURE PAINTING OF THE YOUNG MRS. MADISON; AND THE MOST RECENT FURNISHINGS OF JOHN PAYNE TODD'S BEDROOM, A GUEST BEDROOM, AND AN "INTERACTIVE" ROOM. 731709 75573 ROBERT H. SMITH CENTER FOR THE CONSTITUTION:THE ROBERT H. SMITH CENTER FOR THE CONSTITUTION PROVIDES WORLD-CLASS EDUCATIONAL PROGRAMMING, BOTH ON-SITE AND ONLINE. PARTICIPANTS COME FROM ALL OVER THE WORLD TO ENGAGE IN CIVIC DIALOGUE, IMPROVE THEIR UNDERSTANDING OF THE FOUNDING PRINCIPLES OF THE UNITED STATES, AND DEEPEN THEIR POTENTIAL INVOLVEMENT IN DEMOCRACY. SPECIFIC PROGRAMMING IS OFFERED FOR EDUCATORS, LAW ENFORCEMENT OFFICERS, AND INTERNATIONAL CIVIL SERVANTS. 711159 ARCHAEOLOGY:MONTPELIER'S DEPARTMENT OF ARCHAEOLOGY SPENDS APPROXIMATELY TWO-THIRDS OF THE YEAR ENGAGING IN ACTIVE ONSITE EXCAVATIONS, WITH THE REMAINDER OF THE YEAR SPENT IN THE LAB CATALOGUING, ANALYZING, AND MENDING ARTIFACTS. THEIR DISCOVERIES ALLOW MONTPELIER TO PROVIDE ACCURATE HISTORICAL INTERPRETATION OF THE PLANTATION, INCLUDING THE RECENTLY RESTORED BUILDINGS IN THE SOUTH YARD THAT HOUSED THE ENSLAVED COMMUNITY DURING MADISON'S LIFETIME. EMBRACING "CITIZEN SCIENCE," THE DEPARTMENT HOSTS THE PUBLIC FOR MULTIPLE IMMERSIVE PROGRAMS WHERE PARTICIPANTS WORK SIDE-BY-SIDE WITH ARCHAEOLOGISTS AND MUSEUM PROFESSIONALS, OFFERING MULTIPLE PROGRAM FORMATS, FROM ONE DAY TO A WHOLE WEEK. 355279 75000 MEMORIALIZATION:PROVIDES EXHIBITS AND OTHER STORY TELLING REGARDING THE LIVES OF ENSLAVED PEOPLE AT MONTPELIER. 1066438 75000 5400070 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 22 0 102 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY X THE ORGANIZATION 5406722728 P O BOX 911 ORANGE VA 22960 MR HASAN KWAME JEFFRIES CHAIR 2.00 X X 0 0 0 PROF LESLIE ALEXANDER VICE CHAIR 2.00 X X 0 0 0 MR JOSHUA ROTHMAN SECRETARY 2.00 X X 0 0 0 MS NICOLE THORNE JENKINS TREASURER 2.00 X X 0 0 0 DR BETTYE KEARSE DIRECTOR 2.00 X 0 0 0 DR DAINA BERRY DIRECTOR 2.00 X 0 0 0 MR BENJAMIN BREWSTER DIRECTOR 2.00 X 0 0 0 MR IAN H SOLOMON DIRECTOR 2.00 X 0 0 0 MR MICHAEL HIGGINBOTHAM DIRECTOR 2.00 X 0 0 0 MR PETER STOUDT DIRECTOR 2.00 X 0 0 0 MR TOM MAYES DIRECTOR 2.00 X 0 0 0 MS MARY ALEXANDER DIRECTOR 2.00 X 0 0 0 MS SOLEDAD O'BRIEN DIRECTOR 2.00 X 0 0 0 PROF CORNELL WILLIAM BROOKS DIRECTOR 2.00 X 0 0 0 REV LAWRENCE E LARRY WALKER DIRECTOR 2.00 X 0 0 0 MS EOLA DANCE PRESIDENT 35.00 X 83682 0 14246 MS KRISTA COSTELLO CHIEF OPERATING OFFICER 35.00 X 109837 0 18948 DR ELIZABETH VASSA CHEW DIRECTOR OF MUSEUM PROGRAMS 35.00 X 129801 0 22180 323320 0 55374 2 0 1 0 HANTZMON WIEBEL LLP 701 E WATER STREET CHARLOTTESVILLE VA 22902 FINANCE AND ACCOUNTING 118564 1 288002 2802436 114948 3090438 ADMISSIONS 900099 939093 939093 PROGRAM PARTICIPATION 900099 226969 226969 1166062 568287 568287 158319 0 158319 158319 158319 10820 0 10820 10820 10820 486438 203116 283322 270374 12948 OTHER REVENUE 900099 60849 60849 60849 5338097 1436436 12948 798275 75000 75000 377258 167959 91970 117329 2310841 2128144 72399 110298 398113 332979 48212 16922 201870 173956 11373 16541 33862 171 27812 5879 170763 170763 109805 109805 28127 28127 258269 219444 34869 3956 26524 19484 4466 2574 104063 74934 20796 8333 188720 160486 10515 17719 236765 217886 11400 7479 28612 7627 16231 4754 220977 220977 1009190 968822 20184 20184 117096 117096 REPAIRS AND MAINTENANCE 409704 379482 18889 11333 PROGRAMS AND EVENTS 255876 189850 5156 60870 SUPPLIES 39973 31327 4498 4148 OTHER EXPENSES 33760 25522 8238 6020 6020 6641188 5400070 722994 518124 1342935 796773 4004590 3532089 4274824 4347080 166236 140485 44575 42846 32068210 15661500 17179469 16406710 9142419 9552493 35562 36718 36190610 34855194 103639 142402 34686 20499 6686002 6178950 340337 309901 7164664 6651752 X 12607118 11339498 16418828 16863944 29025946 28203442 36190610 34855194 X -1303091 481811 -1224 X X 0 1 X 1 0 X 3799772 5227410 5245099 8376168 3090438 25738887 3799772 5227410 5245099 8376168 3090438 25738887 5589187 20149700 527000 868778 919503 548483 726606 3590370 29329257 6140324 0.68700 0.68680 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 0 9142419 922552 484350 28127 9552494 9191424 380984 405245 24744 9142419 10443736 -683259 538747 30306 9191424 8558823 2959257 1048696 25648 10443736 9406067 1563 282973 1100473 31307 8558823 0.44000 0.56000 1 0 17700542 6668032 11032510 9438001 4850930 4587071 1626582 1516148 110434 3303085 2626390 676695 16406710 NATIONAL TRUST POOLED INVESTMENTS 9552493 F 9552493 OBLIGATIONS UNDER FINANCE LEASE 57132 ACCRUED WAGES AND VACATION 222869 SECURITY DEPOSITS 12758 FUNDS HELD FOR OTHER ORGANIZATIONS 1512 CHARITABLE GIFT ANNUITY PAYABLE 15630 309901 X PART III, LINE 1A: CONTRIBUTIONS AND EXPENDITURES FOR WORKS OF ART, HISTORICAL TREASURES, AND SIMILAR ASSETS THAT ARE HELD AS PART OF COLLECTIONS ARE NOT RECOGNIZED AS AN ASSET IN ACCORDANCE WITH ACCOUNTING STANDARDS. COST FOR IMPROVEMENTS TO AND RESTORATION OF THE HISTORIC BUILDINGS AND GROUNDS ARE EXPENSED WHEN INCURRED IN ACCORDANCE WITH ACCOUNTING STANDARDS. PART III, LINE 4: THE FOUNDATION'S COLLECTIONS CONSIST OF PERIOD FURNITURE, ART WORK, AND OTHER HOUSEHOLD ITEMS WHICH ARE DISPLAYED IN THE HOME OF JAMES AND DOLLEY MADISON. THESE DISPLAYS ALLOW VISITORS TO BETTER UNDERSTAND THEIR STYLE AND INTERESTS AND GLEAN AN APPRECIATION FOR WHAT LIFE WAS LIKE FOR THEM AT MONTPELIER. PART X, LINE 2: THE FOUNDATION HAS REVIEWED AND EVALUATED THE RELEVANT TECHNICAL MERITS OF EACH OF ITS TAX POSITIONS IN ACCORDANCE WITH GUIDANCE ESTABLISHED BY THE FINANCIAL ACCOUNTING STANDARDS BOARD AND DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS OF THE FOUNDATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN TRUSTS PART XII, LINE 4B - OTHER ADJUSTMENTS: ROUNDING X X 0 THE COMPASS GROUP 32 CONWAY CIRCLE BLOOMINGTON IL 61704 FUNDRAISING CAPACITY BUILDING 0 0 49500 0 WALKER BLOW CONSULTING 128 CRESCENT DRIVE FRANKLIN VA 23851 FUNDRAISING CONSULTING 0 0 9805 0 CIMA CONSULTING 912 MARSHALL STREET SUITE 208 CHARLOTTESVILLE VA 22901 GRANT COMPLIANCE 0 0 50500 0 109805 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY 1 MONTPELIER DESCENDENTS COMMITTEE 130 CAROLINE STREET ORANGE VA 22960 863558157 501(C)3 75000 0 OPERATING SUPPORT 1 PART I, LINE 2: GRANT FUNDS ARE FOR GENERAL OPERATING SUPPORT. 1 X 0 0 0 0 0 0 0 0 0 DR ELIZABETH VASSA CHEW DIRECTOR OF MUSEUM PROGRAMS 129801 0 0 0 0 0 0 0 22180 0 151981 0 0 0 A EDA OF THE COUNTY OF ORANGE VIRGINIA 521304240 2013-06-27 9100000 REFUND OF ISSUER'S $9,100,000 VARIABLE RATE TAX EXEMPT BOND ISSUED 12/16/04 0 0 0 A 9100000 9100000 1 0 1 1 A 0 0 0 0 0 0 1 A 0 1 0 0 0 0 0 0 1 A 1 X 5 114948 FAIR MARKET VALUE 0 0 1 1 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS, RATHER THAN THE NUMBER OF ITEMS RECEIVED. EACH CONTRIBUTION INCLUDED MULTIPLE SHARES OF STOCK FROM A SINGLE DONOR. PART I, LINE 32B: THE MONTPELIER FOUNDATION USES WELLS FARGO ADVISORS AS THEIR BROKER TO RECEIVE AND LIQUIDATE SECURITIES DONATED TO THE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B THE FOUNDATION'S FINANCE COMMITTEE REVIEWS THE 990 PRIOR TO FILING. A FINAL COPY OF THE 990 IS PROVIDED TO THE FULL BOARD AFTER FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY HAS BEEN DISTRIBUTED TO ALL MEMBERS OF THE ORGANIZATION'S BOARD OF DIRECTORS AND MANAGEMENT PERSONNEL. THROUGH THEIR CONSCIOUS EFFORTS DURING THE DECISION MAKING PROCESS, THE ORGANIZATION REFRAINS FROM ENTERING INTO TRANSACTIONS WHICH ARE IN VIOLATION OF THE POLICY. IT IS THE CONTINUING RESPONSIBILITY OF THE BOARD, OFFICERS, AND MANAGEMENT EMPLOYEES TO SCRUTINIZE THEIR TRANSACTIONS AND OUTSIDE BUSINESS INTERESTS AND RELATIONSHIPS FOR POTENTIAL CONFLICTS AND TO IMMEDIATELY MAKE SUCH DISCLOSURES TO THE PRESIDENT OF THE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 15 THE FOUNDATION'S BOARD OFFICERS DETERMINE COMPENSATION FOR THE PRESIDENT OF THE FOUNDATION. THEY REVIEW THE COMPENSATION AMOUNTS PAID BY OTHER LOCAL HISTORICAL SITES AND NON-PROFITS BEFORE DETERMINING WHAT LEVEL TO SET COMPENSATION FOR THE FOUNDATION'S PRESIDENT. FOR OTHER OFFICERS AND KEY EMPLOYEES, SALARY RECOMMENDATIONS ARE MADE BY THE PRESIDENT. FORM 990, PART VI, SECTION C, LINE 18 THE FOUNDATION'S 990 IS STORED ON FILE IN THE MAIN OFFICE. THE CUSTODIAN OF THE INFORMATION WILL FAX OR SEND ELECTRONICALLY THESE DOCUMENTS UPON A SPECIFIC REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION KEEPS A PUBLIC INFORMATION FILE IN THE MAIN OFFICE. THE CUSTODIAN OF THE DOCUMENTS WILL FAX OR SEND ELECTRONICALLY THESE DOCUMENTS UPON A SPECIFIC REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN TRUSTS -1,224. ROUNDING ADJUSTMENT FORM 990, PAGE 12, LINE 2C A DRAFT COPY OF THE FOUNDATION'S AUDITED FINANCIAL STATEMENTS ARE REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS PRIOR TO ACCEPTANCE. ALSO, THE AUDIT COMMITTEE IS RESPONSIBLE FOR THE SELECTING OF THE INDEPENDANT AUDITORS AND OVERSIGHT OF THE AUDIT. 990 PART XI, LINE 2B THE FOUNDATION'S FINANCIAL STATEMENTS ARE AUDITED ANNUALLY ON A CONSOLIDATED BASIS. SUPPLEMENTAL CONSOLIDATING SCHEDULES, FOR WHICH A SEPARATE AUDIT REPORT IS ISSUED, ARE PROVIDED IN THE FINANCIAL STATEMENTS. MONTPELIER DESCENDANTS COMMITTEE 130 CAROLINE STREET ORANGE VA 22960 863558157 CO-STEWARD OF JAMES MADISON'S MONTPELIER; RECOMMEND BOARD CANDIDATES VA 501(C)(3) LINE 7 N/A 0 CHARITABLE REMAINDER ANNUITY TRUST (1) TRUST VA DONOR 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0