THOMAS JEFFERSON FOUNDATION INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS JEFFERSON FOUNDATION INC (EIN 54-0505959)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202343199349324019
- Schema version
- 2022v5.0
- 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 F
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T16:16:15-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8401 GREENSBORO DRIVE 800 | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 540505959 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Thomas Jefferson Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CHRISTINE BARTH | InCareOfNm |
| Business Name Control | THOM | BusinessNameControlTxt |
| Phone | 4349849800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 316 | AddressLine1Txt |
| City | Charlottesville | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22902 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTINE BARTH | PersonNm |
| Person Title | INTERIM VP & CFO | PersonTitleTxt |
| Phone | 4349849859 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHRISTINE | PersonFirstNm |
| Person Last | BARTH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Marc Berger | PreparerPersonNm |
| PTIN | P01871563 | PTIN |
| Phone | 7038930600 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Peter G Hallock | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 316 | AddressLine1Txt |
| City | Charlottesville | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $327,596,260 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.monticello.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1923 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION IS TO PRESERVE MONTICELLO AND SHARE THE HISTORY AND LEGACY OF THOMAS JEFFERSON, HIS FAMILY, AND THOSE HE HELD IN SLAVERY, WITH A GLOBAL AUDIENCE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 398 | TotalEmployeeCnt |
| Total Volunteers | 94 | TotalVolunteersCnt |
| Total Gross UBI | $551,763 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $13,416,191 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,624,532 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $8,141,396 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $10,261,497 | CYProgramServiceRevenueAmt |
| PY Investment Income | $24,310,327 | PYInvestmentIncomeAmt |
| CY Investment Income | $28,266,575 | CYInvestmentIncomeAmt |
| PY Other Revenue | $8,170,692 | PYOtherRevenueAmt |
| CY Other Revenue | $7,720,492 | CYOtherRevenueAmt |
| PY Total Revenue | $54,038,606 | PYTotalRevenueAmt |
| CY Total Revenue | $56,873,096 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $117,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $187,376 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $15,582,769 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $16,277,483 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,254,805 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $16,859,139 | PYOtherExpensesAmt |
| CY Other Expenses | $23,050,604 | CYOtherExpensesAmt |
| PY Total Expenses | $32,558,908 | PYTotalExpensesAmt |
| CY Total Expenses | $39,515,463 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $21,479,698 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $17,357,633 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $395,493,786 | TotalAssetsBOYAmt |
| Total Assets EOY | $353,952,978 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $38,524,413 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $50,706,568 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $356,969,373 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $303,246,410 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE THOMAS JEFFERSON FOUNDATION'S MISSION IS TWO-FOLD: PRESERVATION - TO CONSERVE, PROTECT, AND MAINTAIN MONTICELLO IN A MANNER THAT LEAVES IT ENHANCED AND UNIMPAIRED FOR FUTURE GENERATIONS AND EDUCATION - TO INTERPRET AND PRESENT THOMAS JEFFERSON, HIS FAMILY, AND THOSE HE HELD IN SLAVERY TO THE WIDEST POSSIBLE AUDIENCES, INCLUDING SCHOLARS AND THE GENERAL PUBLIC. THE FOUNDATION'S TWENTY-FIRST CENTURY VISION IS TO BRING HISTORY FORWARD INTO NATIONAL AND GLOBAL DIALOGUES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $26,478,806 | ExpenseAmt |
| Grant | $19,876 | GrantAmt |
| Revenue | $10,261,497 | RevenueAmt |
| Desc | THE THOMAS JEFFERSON FOUNDATION OPERATES MONTICELLO, THE HOME OF THE NATION'S THIRD PRESIDENT AND AUTHOR OF THE AMERICAN DECLARATION OF INDEPENDENCE. OVER THE PAST TEN YEARS, AN AVERAGE OF 400,000 PEOPLE HAVE VISITED MONTICELLO ANNUALLY. ADMISSION INCLUDES AN INTERPRETIVE GUIDED TOUR OF HIS HOME, ONE OF OUR COUNTRY'S FOREMOST ARCHITECTURAL MASTERPIECES AND THE ONLY HOME IN AMERICA NAMED TO THE UNITED NATIONS WORLD HERITAGE LIST. IN ADDITION TO ADMISSION REVENUE, THE ABOVE TOTAL ALSO INCLUDES GIFTS AND GRANTS, AND SALES FROM THE RETAIL OPERATIONS OF THE MUSEUM SHOPS, CATALOG, AND ONLINE STORE. THE REVENUE CONTRIBUTES TO THE PRESERVATION OF MONTICELLO FOR FUTURE GENERATIONS, WHICH IS ONE OF THE MISSIONS OF THE FOUNDATION. THE FOUNDATION'S RESTORATION DEPARTMENT IS DEDICATED TO THE ARCHITECTURAL PRESERVATION OF THE UNITED NATIONS WORLD HERITAGE HOUSE WHILE THE CURATORIAL COLLECTIONS ARE UNDER THE CARE OF A FULL-TIME CURATORIAL DEPARTMENT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,707,735 | ExpenseAmt |
| Grant | $167,500 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THE THOMAS JEFFERSON FOUNDATION OPERATES THE ROBERT H. SMITH INTERNATIONAL CENTER FOR JEFFERSON STUDIES, WHICH HOUSES THE THOMAS JEFFERSON LIBRARY. THE CENTER IS ALSO DEVOTED TO EDUCATION OF THE GENERAL PUBLIC AS WELL AS SCHOLARLY RESEARCH AND PUBLICATION, THROUGH THE JEFFERSON LIBRARY, ARCHAEOLOGICAL RESEARCH AND PUBLICATION, AND OTHER ADULT EDUCATION PROGRAMS. THE ROBERT H. SMITH INTERNATIONAL CENTER FOR JEFFERSON STUDIES ALSO IS RESPONSIBLE FOR THE RESEARCH AND PUBLICATION OF 24 VOLUMES OF RESEARCH, THE PAPERS OF THOMAS JEFFERSON, EMBRACING THE PERIOD FROM JEFFERSON'S RETIREMENT FROM THE PRESIDENCY IN MARCH 1809 UNTIL HIS DEATH IN 1826, KNOWN AS THE "RETIREMENT SERIES". | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $30,186,541 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 78 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 398 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTINE BARTH | PersonNm |
| Phone | 4349849859 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1050 MONTICELLO LOOP ROAD | AddressLine1Txt |
| City | Charlottesville | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Key EmployeeKeyEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|
| LESLIE GREENE BOWMAN | |||||||||
| PRESIDENT | 50.0 | 0.0 | Yes (X) | $589,420 | $0 | $67,975 | |||
| LAURA B TERRY | |||||||||
| VICE PRESIDENT & CFO | 50.0 | 0.0 | Yes (X) | $340,330 | $0 | $33,198 | |||
| MARIANE A DOYLE | |||||||||
| VP,DIVERSITY,EQ.,ACCESSIBILTY | 50.0 | 0.0 | $209,565 | $0 | $15,460 | Yes (X) | |||
| PETER G HALLOCK | |||||||||
| VP, ARCHITECTURE & FAC | 50.0 | 0.0 | $172,581 | $0 | $19,966 | Yes (X) | |||
| ANDREW J O'SHAUGHNESSY | |||||||||
| VP & SAUNDERS DIR (THRU 10/22) | 50.0 | 0.0 | $169,320 | $0 | $17,157 | Yes (X) | |||
| JOHN J LOONEY | |||||||||
| EDITOR, THOMAS JEFFERSON PAPER | 50.0 | 0.0 | $153,411 | $0 | $25,372 | Yes (X) | |||
| SHARON L MCELROY | |||||||||
| DIRECTOR OF RETAIL SALES | 50.0 | 0.0 | $148,184 | $0 | $16,513 | Yes (X) | |||
| ANDREW HUFF | |||||||||
| DIRECTOR OF IT | 50.0 | 0.0 | $140,656 | $0 | $18,924 | Yes (X) | |||
| GARY L SANDLING | |||||||||
| VP OF Strategy (THRU 08/22) | 50.0 | 0.0 | $150,072 | $0 | $6,754 | Yes (X) | |||
| MELODY BARNES | |||||||||
| CHAIRMAN | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| TOBIAS DENGEL | |||||||||
| VICE CHAIRMAN | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| MOLLY HARDIE | |||||||||
| SECRETARY | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| DR LD BRITT MD | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| PETER COOLIDGE | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| JOSEPH ERDMAN | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| ANNETTE GORDON-REED | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| RENEE GRISHAM | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| DAVID C LANDIN | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| SUZI LEVINE | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| E CHARLES LONGLEY JR | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| NANCY CAIN MARCUS | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| JON L NAU | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| SARAH PEROT | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| CHRISTOPHER J TOOMEY | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| WILLIAM H WALTON III | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MIKI WOODARD | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,073,539 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $221,319 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 18 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| McGuire Woods LLP | |||||
| 901 E Cary Street | RICHMOND | VA | 23219 | LEGAL | $646,242 |
| FAULCONER CONSTRUCTION | |||||
| PO Box 7706 | CHARLOTTESVILLE | VA | 22906 | Construction | $619,516 |
| Freeport Press | |||||
| 2127 Reiser Avenue SE | NEW PHILADELPHIA | OH | 44663 | Printing | $480,111 |
| PROGRESS PRINTING | |||||
| 2677 WATERLICK ROAD | LYNCHBURG | VA | 24502 | PRINTING | $416,473 |
| GWWO INC | |||||
| 800 Wyman Park Drive Suite 300 | BALTIMORE | MD | 21211 | CONSTRUCTION | $392,070 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 30 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $343,032 | GovernmentGrantsAmt |
| All Other Contributions | $10,281,500 | AllOtherContributionsAmt |
| Noncash Contributions | $1,069,607 | NoncashContributionsAmt |
| Total Contributions | $10,624,532 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| ADMISSION FEES | 900099 | $9,421,508 | $9,421,508 | |
| FOOD SERVICE SALES | 453220 | $489,909 | $489,909 | |
| OTHER PROGRAM INCOME | 900099 | $350,080 | $350,080 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $10,261,497 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,901,026 | TotalRevenueColumnAmt |
| Exclusion | $1,901,026 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,673 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,673 | RelatedOrExemptFuncIncomeAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $189,355 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $189,355 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $189,355 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $189,355 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $291,780,880 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $265,415,331 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $26,365,549 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,365,549 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $186,823 | UnrelatedBusinessRevenueAmt |
| Exclusion | $26,178,726 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $12,825,297 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $5,307,833 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,517,464 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,152,524 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $364,940 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $56,873,096 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $17,127,140 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $551,763 | UnrelatedBusinessRevenueAmt |
| Exclusion | $28,569,661 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,000 | TotalAmt |
| Program Services | $12,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,376 | TotalAmt |
| Program Services | $133,376 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,000 | TotalAmt |
| Program Services | $42,000 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,374,227 | TotalAmt |
| Program Services | $515,126 | ProgramServicesAmt |
| Management And General | $859,101 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,136,108 | TotalAmt |
| Program Services | $10,345,524 | ProgramServicesAmt |
| Management And General | $1,353,399 | ManagementAndGeneralAmt |
| Fundraising | $437,185 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $520,319 | TotalAmt |
| Program Services | $460,818 | ProgramServicesAmt |
| Management And General | $45,441 | ManagementAndGeneralAmt |
| Fundraising | $14,060 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,287,034 | TotalAmt |
| Program Services | $1,137,379 | ProgramServicesAmt |
| Management And General | $125,096 | ManagementAndGeneralAmt |
| Fundraising | $24,559 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $959,795 | TotalAmt |
| Program Services | $811,746 | ProgramServicesAmt |
| Management And General | $114,541 | ManagementAndGeneralAmt |
| Fundraising | $33,508 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $916,946 | TotalAmt |
| Program Services | $92,274 | ProgramServicesAmt |
| Management And General | $807,929 | ManagementAndGeneralAmt |
| Fundraising | $16,743 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,170 | TotalAmt |
| Management And General | $129,170 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,191,078 | TotalAmt |
| Management And General | $1,191,078 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,077,607 | TotalAmt |
| Program Services | $3,544,928 | ProgramServicesAmt |
| Management And General | $347,992 | ManagementAndGeneralAmt |
| Fundraising | $184,687 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $870,228 | TotalAmt |
| Program Services | $870,228 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,575,871 | TotalAmt |
| Program Services | $2,427,361 | ProgramServicesAmt |
| Management And General | $92,508 | ManagementAndGeneralAmt |
| Fundraising | $56,002 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,103,028 | TotalAmt |
| Program Services | $904,243 | ProgramServicesAmt |
| Management And General | $145,369 | ManagementAndGeneralAmt |
| Fundraising | $53,416 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $301 | TotalAmt |
| Program Services | $301 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $744,078 | TotalAmt |
| Program Services | $536,927 | ProgramServicesAmt |
| Management And General | $202,017 | ManagementAndGeneralAmt |
| Fundraising | $5,134 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,153,340 | TotalAmt |
| Program Services | $916,219 | ProgramServicesAmt |
| Management And General | $68,209 | ManagementAndGeneralAmt |
| Fundraising | $168,912 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,866 | TotalAmt |
| Program Services | $35,294 | ProgramServicesAmt |
| Management And General | $3,503 | ManagementAndGeneralAmt |
| Fundraising | $69 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,271,210 | TotalAmt |
| Management And General | $1,271,210 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,330,991 | TotalAmt |
| Program Services | $2,398,917 | ProgramServicesAmt |
| Management And General | $909,136 | ManagementAndGeneralAmt |
| Fundraising | $22,938 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $343,143 | TotalAmt |
| Management And General | $343,143 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EQUIPMENT RENTAL | $2,326,741 | $2,134,592 | $27,280 | $164,869 |
| SHIPPING AND HANDLING | $1,492,827 | $1,492,827 | ||
| PRINTING AND PUBLICATIONS | $1,175,536 | $1,095,770 | $13,628 | $66,138 |
| CONSERVATION AND COLLECTIONS | $163,437 | $163,437 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,206 | TotalAmt |
| Program Services | $115,254 | ProgramServicesAmt |
| Management And General | $24,367 | ManagementAndGeneralAmt |
| Fundraising | $6,585 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,515,463 | TotalAmt |
| Program Services | $30,186,541 | ProgramServicesAmt |
| Management And General | $8,074,117 | ManagementAndGeneralAmt |
| Fundraising | $1,254,805 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,933,828 | BOYAmt |
| EOY | $21,088,132 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,232,291 | BOYAmt |
| EOY | $4,272,309 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,698,875 | BOYAmt |
| EOY | $1,746,312 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,517,974 | BOYAmt |
| EOY | $4,188,534 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $905,372 | BOYAmt |
| EOY | $725,106 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $125,684,438 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $49,477,035 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,057,104 | BOYAmt |
| EOY | $76,207,403 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,996,179 | BOYAmt |
| EOY | $62,888,584 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $275,836,293 | BOYAmt |
| EOY | $180,128,815 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,895,668 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $315,870 | BOYAmt |
| EOY | $812,115 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $395,493,786 | BOYAmt |
| EOY | $353,952,978 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,777,717 | BOYAmt |
| EOY | $19,136,926 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,746,000 | BOYAmt |
| EOY | $29,746,000 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,363,000 | BOYAmt |
| EOY | $1,163,000 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,637,696 | BOYAmt |
| EOY | $660,642 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,524,413 | BOYAmt |
| EOY | $50,706,568 | 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 | $219,044,609 | BOYAmt |
| EOY | $186,422,761 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $137,924,764 | BOYAmt |
| EOY | $116,823,649 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $356,969,373 | BOYAmt |
| EOY | $303,246,410 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $395,493,786 | BOYAmt |
| EOY | $353,952,978 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $17,357,633 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$74,366,397 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $3,285,801 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $6,453,563 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,886,054 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,645,824 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,416,190 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,624,532 | CurrentTaxYearAmt |
| Total | $42,026,163 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,453,563 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,886,054 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,645,824 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,416,190 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,624,532 | CurrentTaxYearAmt |
| Total | $42,026,163 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $6,462,527 | SubstantialContributorsTotAmt |
| Public Support Total170 | $35,563,636 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,066,395 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,044,574 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $682,501 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,777,669 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,104,054 | CurrentTaxYearAmt |
| Total | $6,675,193 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $141,656 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $142,215 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $159,652 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $414,328 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $489,909 | CurrentTaxYearAmt |
| Total | $1,347,760 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $50,049,116 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $94,565,546 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.71057 | PublicSupportCY170Pct |
| Public Support PY170 | 0.78227 | 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) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $281,801,089 | BeginningYearBalanceAmt |
| Contributions | $916,360 | ContributionsAmt |
| Investment Earnings Or Losses | -$44,048,646 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $11,232,712 | OtherExpendituresAmt |
| End Year Balance | $227,436,091 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $272,484,711 | BeginningYearBalanceAmt |
| Contributions | $190,794 | ContributionsAmt |
| Investment Earnings Or Losses | $18,752,430 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $9,626,846 | OtherExpendituresAmt |
| End Year Balance | $281,801,089 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $239,173,327 | BeginningYearBalanceAmt |
| Contributions | $357,049 | ContributionsAmt |
| Investment Earnings Or Losses | $41,446,305 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,491,970 | OtherExpendituresAmt |
| End Year Balance | $272,484,711 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $192,868,417 | BeginningYearBalanceAmt |
| Contributions | $2,529,705 | ContributionsAmt |
| Investment Earnings Or Losses | $51,700,629 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,925,424 | OtherExpendituresAmt |
| End Year Balance | $239,173,327 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $207,015,569 | BeginningYearBalanceAmt |
| Contributions | $2,162,607 | ContributionsAmt |
| Investment Earnings Or Losses | -$5,297,247 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $11,012,512 | OtherExpendituresAmt |
| End Year Balance | $192,868,417 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.62000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.23000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.15000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $25,118,752 | OtherCostOrOtherBasisAmt |
| Book Value | $25,118,752 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $73,308,678 | OtherCostOrOtherBasisAmt |
| Depreciation | $29,248,966 | DepreciationAmt |
| Book Value | $44,059,712 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $850,704 | OtherCostOrOtherBasisAmt |
| Depreciation | $781,322 | DepreciationAmt |
| Book Value | $69,382 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,585,267 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,454,691 | DepreciationAmt |
| Book Value | $1,130,576 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,821,037 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,992,056 | DepreciationAmt |
| Book Value | $5,828,981 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $76,207,403 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| PRIVATE INVESTMENT COMPANIES | $174,725,142 | F |
| INVESTMENT RECEIVABLE | $5,403,673 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $180,128,815 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITY & SPLIT-INTEREST LIABILITY | $555,162 |
| DUE TO PARTNERSHIP | $105,480 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $660,642 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | -$9,741,004 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$74,366,397 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $30,227 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $8,913,148 | OtherRevenueAmt |
| Revenue Not Reported | -$65,423,022 | RevenueNotReportedAmt |
| Revenue Subtotal | $55,682,018 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,191,078 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $1,191,078 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $56,873,096 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $43,981,959 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $30,227 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $5,627,347 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $5,657,574 | ExpensesNotReportedAmt |
| Expenses Subtotal | $38,324,385 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,191,078 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $1,191,078 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $39,515,463 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINES 1A & 4: | FS FOOTNOTE 1 - HISTORIC PROPERTIES AND COLLECTIONS: THE FOUNDATION HAS ELECTED NOT TO CAPITALIZE ITS HISTORIC PROPERTIES AND COLLECTIONS. THESE COLLECTIONS ARE RELATED TO THOMAS JEFFERSON AND HIS PLANTATION HOME, MONTICELLO. THE MOST PRECIOUS ARTIFACT IN THE COLLECTION IS THE HOUSE ITSELF AND THE SURROUNDING LANDSCAPE, WHICH WERE DESIGNED BY THOMAS JEFFERSON BETWEEN 1769 AND 1809. THE CURATORIAL COLLECTIONS CHIEFLY CONSIST OF PAINTINGS, DECORATIVE ARTS AND ARTIFACTS, APPROXIMATELY 2,600 OF WHICH RELATE DIRECTLY TO THOMAS JEFFERSON AND MONTICELLO, AND ABOUT 1,900 BOOKS WITH TITLES AND EDITIONS SELECTED TO DUPLICATE JEFFERSON'S ORIGINAL LIBRARY. ABOUT 40 OF THESE VOLUMES ARE JEFFERSON'S OWN COPIES. THE FOUNDATION'S RESTORATION DEPARTMENT IS DEDICATED TO THE ARCHITECTURAL PRESERVATION OF THE HOUSE, WHILE THE CURATORIAL COLLECTIONS ARE UNDER THE CARE OF A FULL CURATORIAL DEPARTMENT. THE FOUNDATION'S COLLECTIONS ARE MAINTAINED FOR PUBLIC EXHIBITION, EDUCATION, AND RESEARCH IN ORDER TO ADVANCE UNDERSTANDING OF JEFFERSON AND MONTICELLO IN FURTHERANCE OF PUBLIC SERVICE. THE FOUNDATION'S COLLECTIONS MANAGEMENT POLICY REQUIRES THAT THE PROCEEDS FROM THE SALE OF ANY ARTIFACT FROM THE FOUNDATION'S COLLECTION WOULD BE USED TO ACQUIRE ADDITIONAL ARTIFACTS FOR THE COLLECTION. THE FOUNDATION DOES NOT RECOGNIZE THE DONATIONS OF COLLECTION ITEMS AS CONTRIBUTION INCOME, AS THE COLLECTIONS ARE NOT CAPITALIZED. |
| PART V, LINE 4: | ALL ENDOWMENT INVESTMENTS ARE CLASSIFIED AS NONCURRENT ASSETS TO RECOGNIZE THE FOUNDATION'S INTENT TO CONTINUALLY REINVEST EARNINGS AND PRESERVE PRINCIPAL EXCEPT TO THE EXTENT OF ANY ANNUAL WITHDRAWALS IN ACCORDANCE WITH THE ENDOWMENT SPENDING POLICY. THE FOUNDATION HAS A POLICY OF APPROPRIATING 5% OF THE THREE-YEAR TRAILING AVERAGE OF MARKET VALUES OF ENDOWMENT FUNDS AS OF THE PRECEDING JUNE 30. IN ESTABLISHING THIS POLICY, THE FOUNDATION CONSIDERED ITS INVESTMENT POLICY OBJECTIVE OF ATTAINING AN AVERAGE REAL RETURN OF 5%. ACCORDINGLY, OVER THE LONG TERM, THE SPENDING POLICY WILL MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT. |
| PART X, LINE 2: | THE FOUNDATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICES (IRS) TO BE EXEMPT FROM TAXES ON INCOME DERIVED FROM ACTIVITIES RELATED TO ITS EXEMPT PURPOSE UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. HOWEVER, THE FOUNDATION IS SUBJECT TO UNRELATED BUSINESS INCOME TAX ON CERTAIN ACTIVITIES WHICH ARE UNRELATED TO ITS EXEMPT PURPOSE. THE FOUNDATION HAS NET OPERATING LOSS CARRYFORWARDS TOTALING APPROXIMATELY $1.6 MILLION, WITH EXPIRATIONS RANGING FROM 2022 TO 2037. A 100% VALUATION ALLOWANCE HAS BEEN RECORDED AGAINST THIS DEFERRED TAX ASSET BECAUSE IT IS UNCERTAIN THAT THE LOSS CARRYFORWARD REPRESENTS A FUTURE TAX BENEFIT. IN ACCORDANCE WITH U.S. GAAP, THE FOUNDATION RECOGNIZES TAX LIABILITIES FOR UNCERTAIN TAX POSITIONS WHEN IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL NOT BE SUSTAINED UPON EXAMINATION AND SETTLEMENT WITH VARIOUS TAXING AUTHORITIES. LIABILITIES FOR UNCERTAIN TAX POSITIONS ARE MEASURED BASED UPON THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED UPON SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. WITH FEW EXCEPTIONS, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS ENDED DECEMBER 31, 2019 AND PRIOR. MANAGEMENT HAS EVALUATED THE FOUNDATION'S TAX POSITIONS AND HAS CONCLUDED THAT THE FOUNDATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD $5,627,347 UNREALIZED GAIN ON INTEREST RATE SWAP $3,285,801 ------------ $8,913,148 |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD $5,627,347 ------------ $5,627,347 |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Investments | $53,666,309 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Grantmaking | $42,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $53,708,309 | SubtotalSpentAmt |
| Total Spent | $53,708,309 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Assistance | Fellowships - Robert H. Smith Int'l CTR | TypeOfAssistanceTxt |
| Region | Europe (Including Iceland and Greenland) | RegionTxt |
| Recipient | 11 | RecipientCnt |
| Cash Grant | $42,000 | CashGrantAmt |
| Manner Of Cash Disbursement | CHECK | MannerOfCashDisbursementTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANT EXPENDITURES RECEIVE AN ADDITIONAL LEVEL OF REVIEW BEFORE PAYMENT TO ENSURE THAT THE EXPENDITURE IS CONSISTENT WITH GRANT AND/OR GIFT DOCUMENTS. MONTHLY REPORTS ARE SENT TO GRANT PROGRAM PERSONNEL TO TRACK TOTAL GRANT EXPENDITURES. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF VIRGINIA - DEPT OF HISTORY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 Ray C Hunt Dr | AddressLine1Txt |
| City | Charlottesville | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22904 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 546001796 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $12,000 | CashGrantAmt |
| Purpose Of Grant | FELLOWSHIP SUPPORT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| FELLOWSHIPS - ROBERT H. SMITH INT'L CENTER | 28 | $93,500 |
| PROMISE GRANTS - GETTING WORD | 4 | $20,000 |
| SCHOLARSHIPS - SCHOOL GROUPS | 1370 | $19,876 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ROBERT H. SMITH INTERNATIONAL CENTER FOR JEFFERSON STUDIES FELLOWSHIP AWARDS ARE MADE TO DOCTORAL CANDIDATES AND POSTDOCTORAL SCHOLARS WORKING ON THOMAS JEFFERSON RELATED OR THOMAS JEFFERSON ERA PROJECTS. MOST ARE EXPECTED TO BE IN RESIDENCE AT THE ROBERT H. SMITH INTERNATIONAL CENTER FOR JEFFERSON STUDIES, WHERE THEY HAVE ACCESS TO THE FOUNDATION'S EXPERT STAFF AND RESEARCH HOLDINGS AT THE JEFFERSON LIBRARY AS WELL AS THOSE OF THE UNIVERSITY OF VIRGINIA. POTENTIAL FELLOWS MUST SUBMIT A SUCCINCT DESCRIPTION OF THE RESEARCH PROJECT (500 WORDS), ONE-PARAGRAPH SUMMARY OF THE PROJECT AND A RESUME. AWARDS ARE MADE TWICE YEARLY. THE APPLICATIONS ARE REVIEWED BY A SELECTION COMMITTEE CONSISTING OF SEVERAL FOUNDATION STAFF MEMBERS AND PROFESSORS AT THE UNIVERSITY OF VIRGINIA HISTORY DEPARTMENT. THE FELLOWSHIP AWARDS ARE GIVEN FOR THE MOST WORTHY PROPOSALS. THE MONTICELLO TEACHER INSTITUTE (MTI) FELLOWSHIP AWARDS ARE MADE TO FULL-TIME SOCIAL STUDIES TEACHERS. IN-TOWN ACCOMMODATIONS AND TRANSPORTATION ARE INCLUDED IN THE MTI FELLOWSHIP AWARD. POTENTIAL FELLOWS ARE CHOSEN BY A SELECTION COMMITTEE BASED ON EVIDENCE OF THE APPLICANT'S SUCCESS AS A TEACHER; DEMONSTRATION THAT THE FELLOWSHIP WILL RELATE TO THE TEACHING SKILLS AND NEEDS OF THE APPLICANT; AND THE COMMITMENT AND QUALIFICATIONS OF THE APPLICANT TO UNDERTAKE A CONCENTRATED STUDY RELATING TO THE LIFE AND TIMES OF THOMAS JEFFERSON, INCLUDING BASIC RESEARCH SKILLS, WRITING PROFICIENCY, AND COMPETENCY USING DIGITAL EDUCATION TOOLS AND TECHNOLOGY. PARTICIPANTS ARE ASKED TO SUBMIT A FINAL REPORT DETAILING THEIR FELLOWSHIP EXPERIENCE, AS WELL AS EDUCATIONAL MATERIALS SUITABLE FOR PUBLICATION ON MONTICELLO'S DIGITAL CLASSROOM WEBSITE. THE FOUNDATION MAINTAINS MULTIPLE CHILDREN'S EDUCATION SCHOLARSHIP FUNDS THAT PROVIDE VISITS TO MONTICELLO, INCLUDING TRANSPORTATION, FREE OF CHARGE. SOME FUNDS AWARD SCHOLARSHIPS TO SCHOOLS IN LOW-INCOME DISTRICTS WITHIN THE STATE OF VIRGINIA. ONE FUND SPECIFICALLY PROVIDES SCHOLARSHIPS FOR ELEMENTARY SCHOOL CHILDREN IN THE AREAS SURROUNDING MONTICELLO. THE PURPOSE OF THESE PROGRAMS IS TO ENRICH STUDENTS' UNDERSTANDING OF THE LIVES OF THOMAS JEFFERSON, HIS FAMILY, AND THE ENSLAVED COMMUNITY AT MONTICELLO. ADDITIONALLY, THE PROGRAMS PROVIDE VALUABLE HISTORICAL INFORMATION TO ENABLE STUDENTS TO UNDERSTAND THE BASIC VALUES, PRINCIPLES, AND OPERATION OF AMERICAN CONSTITUTIONAL DEMOCRACY. GETTING WORD PROMISE GRANTS PROVIDE SCHOLARSHIPS TO PROVIDE FOR CONTINUING EDUCATION (INCLUDING COLLEGE, COMMUNITY COLLEGE, AND VOCATIONAL SCHOOL) TO STUDENTS WHOSE FAMILIES HAVE BEEN PARTICIPANTS IN THE FOUNDATION'S "GETTING WORD" AFRICAN AMERICAN ORAL HISTORY PROJECT. ELIGIBILITY, AMOUNT OF AWARD, AND DURATION OF THE PROMISE GRANT SCHOLARSHIP ARE DETERMINED BY THE FOUNDATION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LESLIE GREENE BOWMAN | ||||||||||||||
| PRESIDENT | $583,496 | $0 | $0 | $0 | $5,924 | $0 | $59,300 | $0 | $8,675 | $0 | $657,395 | $0 | $0 | $0 |
| LAURA B TERRY | ||||||||||||||
| VICE PRESIDENT & CFO | $320,330 | $0 | $20,000 | $0 | $0 | $0 | $18,300 | $0 | $14,898 | $0 | $373,528 | $0 | $0 | $0 |
| ANDREW J O'SHAUGHNESSY | ||||||||||||||
| VP & SAUNDERS DIR (THRU 10/22) | $169,320 | $0 | $0 | $0 | $0 | $0 | $10,212 | $0 | $6,945 | $0 | $186,477 | $0 | $0 | $0 |
| GARY L SANDLING | ||||||||||||||
| VP OF Strategy (THRU 08/22) | $139,963 | $0 | $0 | $0 | $10,109 | $0 | $6,754 | $0 | $0 | $0 | $156,826 | $0 | $0 | $0 |
| JOHN J LOONEY | ||||||||||||||
| EDITOR, THOMAS JEFFERSON PAPER | $153,411 | $0 | $0 | $0 | $0 | $0 | $9,802 | $0 | $15,570 | $0 | $178,783 | $0 | $0 | $0 |
| SHARON L MCELROY | ||||||||||||||
| DIRECTOR OF RETAIL SALES | $145,834 | $0 | $1,500 | $0 | $850 | $0 | $8,399 | $0 | $8,114 | $0 | $164,697 | $0 | $0 | $0 |
| ANDREW HUFF | ||||||||||||||
| DIRECTOR OF IT | $138,656 | $0 | $2,000 | $0 | $0 | $0 | $8,948 | $0 | $9,976 | $0 | $159,580 | $0 | $0 | $0 |
| MARIANE A DOYLE | ||||||||||||||
| VP,DIVERSITY,EQ.,ACCESSIBILTY | $209,565 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $15,460 | $0 | $225,025 | $0 | $0 | $0 |
| PETER G HALLOCK | ||||||||||||||
| VP, ARCHITECTURE & FAC | $169,581 | $0 | $3,000 | $0 | $0 | $0 | $10,678 | $0 | $9,288 | $0 | $192,547 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A: | THE FOUNDATION HAS A TRAVEL REIMBURSEMENT POLICY IN PLACE WHICH DETAILS TRAVEL ELIGIBLE FOR REIMBURSEMENT. ANY SUCH REQUEST MUST BE APPROVED BY THE EMPLOYEE'S SUPERVISOR. IN THE CASE OF THE FOUNDATION PRESIDENT ALL REIMBURSEMENTS ARE REVIEWED BY THE BOARD CHAIR. THE FOUNDATION REQUIRES MS. BOWMAN TO LIVE IN FOUNDATION-PROVIDED HOUSING. VALUATION OF THE HOUSING PROVIDED IS ASSESSED BY AN INDEPENDENT THIRD-PARTY REALTOR. |
| PART I, LINE 4B: | LESLIE GREENE BOWMAN - $41,000 CONTRIBUTION TO NONQUALIFIED DEFERRED COMPENSATION PLAN. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDA OF ALBEMARLE COUNTY VIRGINIA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 521297503 | BondIssuerEIN |
| CUSIP | 01266PAB7 | CUSIPNum |
| Bond Issued | 2011-12-20 | BondIssuedDt |
| Issue Price | $29,840,000 | IssuePriceAmt |
| Purpose | SEE PART VI | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $0 | RetiredAmt |
| Bond Defeased | $0 | BondDefeasedAmt |
| Total Proceeds | $0 | TotalProceedsAmt |
| In Reserve Fund | $29,840,000 | InReserveFundAmt |
| Capitalized Interest | $0 | CapitalizedInterestAmt |
| Refunding Escrow | $0 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $0 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $0 | CreditEnhancementAmt |
| Working Capital Expenditures | $0 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $0 | CapitalExpendituresAmt |
| Other Spent Proceeds | $0 | OtherSpentProceedsAmt |
| Unspent | $0 | UnspentAmt |
| Substantial Completion | 2009 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (true) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | false | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (true) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | false | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | false | MgmtContractBondFincdPropInd |
| Any Research Agreements | false | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0 | PrivateBusUseByOthersPct |
| Bond Iss Meet Prvt Sec Pymt Test | false | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Remedial Action Taken | false | RemedialActionTakenInd |
| Procs Nonqualified Bond Remdtd | Yes (true) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | Yes (true) | Form8038TFiledInd |
| Variable Rate Issue | Yes (true) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | false | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Superintegrated Hedge | false | SuperintegratedHedgeInd |
| Hedge Terminated | false | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
GIC Provider Name GICProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (true) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (true) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE A(F) | FormAndLineReferenceDesc |
| Explanation | CURRENT REFUNDING OF ISSUER'S VARIABLE RATE REVENUE BONDS (THOMAS JEFFERSON FOUNDATION, INC.), SERIES 2007, ISSUED ON JUNE 27, 2007 TO FINANCE THE COSTS OF CONSTRUCTION OF A VISITOR CENTER. | ExplanationTxt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 12 | ContributionCnt |
| Noncash Contributions Rpt F990 | $441,107 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp |
Real Estate Other RealEstateOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $622,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | BARGAIN PURCHASE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | FURNITURE | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $6,500 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 9, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION REPORTS THE NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (15 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B: | THE FOUNDATION'S FORM 990 IS REVIEWED AND APPROVED BY MANAGEMENT AND THEN FORWARDED TO THE AUDIT COMMITTEE FOR REVIEW. UPON APPROVAL BY THE AUDIT COMMITTEE, THE FORM 990 IS DISTRIBUTED TO ALL MEMBERS OF THE BOARD OF TRUSTEES AND THEN SUBSEQUENTLY FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C: | THE FOUNDATION HAS A WRITTEN "ETHICS POLICY AND CODE OF CONDUCT" WHICH REQUIRES THE BOARD OF TRUSTEES, EMPLOYEES, INTERNS, AND VOLUNTEERS TO ANNUALLY REVIEW THE POLICY AND DISCLOSE IN WRITING ANY POTENTIAL CONFLICTS OF INTEREST. |
| FORM 990, PART VI, SECTON B, LINES 15A AND 15B: | THE EXECUTIVE COMMITTEE REVIEWS COMPENSATION FOR OFFICERS AND UPPER MANAGEMENT ANNUALLY. THE FOUNDATION REGULARLY USES SALARY INFORMATION OBTAINED FROM THE FOLLOWING SALARY SURVEYS: ASSOCIATION OF ART MUSEUM DIRECTORS, QUATT NATIONWIDE MUSEUM AND CULTURAL INSTITUTION COMPENSATION SURVEY, AND THE QUATT NOT FOR PROFIT COMPENSATION SURVEY. THE EXECUTIVE COMMITTEE REVIEWS THE SURVEY INFORMATION AS COMPARED WITH THE SALARY PAID TO OFFICERS AND UPPER MANAGEMENT, GIVES INPUT, AND APPROVES THE COMPENSATION. THE EXECUTIVE COMMITTEE HAS THE FINAL APPROVAL FOR ALL OFFICER AND KEY EMPLOYEE COMPENSATION. THE EXECUTIVE COMMITTEE DOCUMENTS ITS REVIEW AND APPROVAL WITHIN THE MINUTES OF THE EXECUTIVE COMMITTEE MEETING. |
| FORM 990, PART VI, SECTION C, LINE 19: | THE FOUNDATION DOES NOT PUBLISH ITS ORGANIZATIONAL DOCUMENTS OR ITS "ETHICS POLICY AND CODE OF CONDUCT". THE FOUNDATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE FOR DOWNLOAD VIA THE MONTICELLO.ORG WEBSITE. |
| FORM 990, PART XI, LINE 9: | UUNREALIZED GAIN ON INTEREST RATE SWAP CONTRACT $ 3,285,801 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:CONSTRUCTION TOTAL FEES:1564039 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:MARKETING & DIGITAL SERVICES TOTAL FEES:790213 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:TEMPORARY STAFFING TOTAL FEES:463076 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:OTHER PROFESSIONAL FEES TOTAL FEES:289306 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:EXHIBITIONS TOTAL FEES:233367 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:RETAIL SYS. & CALL-CENTER TOTAL FEES:180341 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:ARCHAEOLOGY TOTAL FEES:171886 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:SP. EVENTS - SECURITY & AUDIO TOTAL FEES:63256 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:FUNDRAISING MANAGEMENT TOTAL FEES:165905 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:HR & DEAI INITIATIVES TOTAL FEES:156218 |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFERSON VINEYARDS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1070 MONTICELLO LOOP | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 884159329 | EIN |
| Primary Activities | VINEYARD | PrimaryActivitiesTxt |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $15,156,549 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TJFINC | BusinessNameLine1Txt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I | FormAndLineReferenceDesc |
| Explanation | In October 2022, the Foundation created the wholly owned Virginia limited liability company, TJF Acquisition LLC (TJF Acquisition), as a holding entity for a planned business purchase. TJF Acquisition was later renamed Jefferson Vineyards LLC. Effective December 31, 2022, Jefferson Vineyards LLC purchased certain land parcels and assets previously owned by Jefferson Vineyards LP and WNG LLC (collectively doing business as Jefferson Vineyards). Jefferson Vineyards is engaged in the manufacture, marketing and selling of wine, as well as certain farming operations. Jefferson Vineyards' existing employees were offered continued employment with the Foundation as of January 1, 2023. | ExplanationTxt |
Comments