MONTPELIER FOUNDATION: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MONTPELIER FOUNDATION (EIN 31-1620682)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-06-22
- IRS object ID
- 202231739349300413
- Schema version
- 2020v4.2
- 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 I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-06-22T10:33:48-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 540618213 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HANTZMON WIEBEL LLP CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1408 | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311620682 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTPELIER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MONT | BusinessNameControlTxt |
| Phone | 5406722728 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 911 | AddressLine1Txt |
| City | ORANGE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22960 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR ELIZABETH CHEW | PersonNm |
| Person Title | INTERIM PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 5406722728 | PhoneNum |
| Signature | 2022-06-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DR | PersonFirstNm |
| Person Last | ELIZABETH CHEW | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW J DEAN | PreparerPersonNm |
| PTIN | P00961509 | PTIN |
| Phone | 4342962156 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DR ELIZABETH CHEW | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 911 | AddressLine1Txt |
| City | ORANGE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22960 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,844,619 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MONTPELIER.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1998 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 109 | TotalEmployeeCnt |
| Total Volunteers | 27 | TotalVolunteersCnt |
| Total Gross UBI | $1,048 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,799,772 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,227,410 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $794,849 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $454,759 | CYProgramServiceRevenueAmt |
| PY Investment Income | $281,139 | PYInvestmentIncomeAmt |
| CY Investment Income | $626,053 | CYInvestmentIncomeAmt |
| PY Other Revenue | $594,585 | PYOtherRevenueAmt |
| CY Other Revenue | $353,242 | CYOtherRevenueAmt |
| PY Total Revenue | $5,470,345 | PYTotalRevenueAmt |
| CY Total Revenue | $6,661,464 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $143,878 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $173,070 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,881,195 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,897,604 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $598,941 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,499,605 | PYOtherExpensesAmt |
| CY Other Expenses | $2,710,888 | CYOtherExpensesAmt |
| PY Total Expenses | $7,524,678 | PYTotalExpensesAmt |
| CY Total Expenses | $5,781,562 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,054,333 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $879,902 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $32,140,542 | TotalAssetsBOYAmt |
| Total Assets EOY | $34,651,611 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $9,588,999 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,898,825 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $22,551,543 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $25,752,786 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,561,828 | ExpenseAmt |
| Grant | $173,070 | GrantAmt |
| Revenue | $491,064 | RevenueAmt |
| Desc | 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. THE DEPARTMENT ALSO IS RESPONSIBLE FOR TRAINING THE INTERPRETIVE AND VISITOR SERVICES STAFF. IT WAS INSTRUMENTAL IN THE PLANNING AND EXECUTION OF THE AWARD-WINNING EXHIBITION THE MERE DISTINCTION OF COLOUR. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $622,888 | ExpenseAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $466,574 | ExpenseAmt |
| Revenue | $69,627 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $464,092 | ExpenseAmt |
| Desc | 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $464,092 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $4,115,382 | 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 | Yes (1) | 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 | Yes (1) | 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 | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | 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 | 29 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 109 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| 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 | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | 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 | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | 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 | AZ | 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 | DE | 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 | ID | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IA | 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 | LA | 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 | MT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | 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 | SD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TX | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VT | 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 |
| States Where Copy Of Return Is Fld | WY | StatesWhereCopyOfReturnIsFldCd |
| 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 | 5406722728 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 911 | AddressLine1Txt |
| City | ORANGE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22960 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| DR EUGENE W HICKOK | |||||||
| CHAIRMAN | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MS MARGARET H JORDAN | |||||||
| VICE CHAIRMAN | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MR FRANK B ATKINSON | |||||||
| VICE CHAIRMAN | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MR BENJAMIN BREWSTER | |||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MS PATRICIA CROWE | |||||||
| SECRETARY | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DR DENNIS M CAMPBELL | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MR JAMES FRENCH | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MR JOHN ADAMS | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MR PETER MCHUGH | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MR PETER STOUDT | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MR ROBERT A LEATH | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MR TOM MAYES | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MRS PAMELA F EDMONDS | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MS LINDA C GIBSON | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MS STEPHANIE MEEKS | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MR ROY F YOUNG II | |||||||
| PRESIDENT & CEO | 35.00 | Yes (X) | $150,502 | $0 | $30,156 | ||
| DR ELIZABETH V CHEW | |||||||
| EXECUTIVE VICE PRESIDENT & CHIEF CURATOR | 35.00 | Yes (X) | $151,605 | $0 | $9,674 | ||
| MS CARA SISSON | |||||||
| CHIEF ADVANCEMENT OFFICER | 35.00 | Yes (X) | $133,330 | $0 | $7,996 | ||
| MR GEORGE URBAN | |||||||
| CHIEF FINANCIAL OFFICER | 35.00 | Yes (X) | $17,638 | $0 | $708 | ||
| MR DOUG TROUT | |||||||
| EXEC. VP & CHIEF ADVANCEMENT OFFICER | 35.00 | Yes (X) | $142,461 | $0 | $5,942 | ||
| MS SHERIDA J HAWTHORNE | |||||||
| DIRECTOR OF HR & ADMINISTRATION | 35.00 | $101,722 | $0 | $7,436 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $697,258 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $61,912 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOMINION TRADITIONAL BUILDING GROUP | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6625 WILSON ROAD | AddressLine1Txt |
| City | MARSHALL | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | MASONRY CONTRACTOR | ServicesDesc |
| Compensation | $172,690 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $155,891 | FundraisingAmt |
| Government Grants | $696,300 | GovernmentGrantsAmt |
| All Other Contributions | $4,375,219 | AllOtherContributionsAmt |
| Noncash Contributions | $259,184 | NoncashContributionsAmt |
| Total Contributions | $5,227,410 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMISSIONS | 900099 | $385,132 | $385,132 |
| PROGRAM PARTICIPATION | 900099 | $69,627 | $69,627 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $454,759 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $626,053 | TotalRevenueColumnAmt |
| Exclusion | $626,053 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $242,725 | 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 | $242,725 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $242,725 | TotalRevenueColumnAmt |
| Exclusion | $242,725 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $155,891 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $19,219 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$19,219 | TotalRevenueColumnAmt |
| Exclusion | -$19,219 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $270,916 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $163,936 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $106,980 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $105,932 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,048 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $22,756 | TotalRevenueColumnAmt |
| Exclusion | $22,756 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $22,756 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,661,464 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $560,691 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,048 | UnrelatedBusinessRevenueAmt |
| Exclusion | $872,315 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $173,070 | TotalAmt |
| Program Services | $173,070 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $633,470 | TotalAmt |
| Program Services | $239,743 | ProgramServicesAmt |
| Management And General | $162,049 | ManagementAndGeneralAmt |
| Fundraising | $231,678 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,716,633 | TotalAmt |
| Program Services | $1,279,319 | ProgramServicesAmt |
| Management And General | $248,174 | ManagementAndGeneralAmt |
| Fundraising | $189,140 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $360,856 | TotalAmt |
| Program Services | $124,264 | ProgramServicesAmt |
| Management And General | $162,307 | ManagementAndGeneralAmt |
| Fundraising | $74,285 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $186,645 | TotalAmt |
| Program Services | $147,483 | ProgramServicesAmt |
| Management And General | $17,268 | ManagementAndGeneralAmt |
| Fundraising | $21,894 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,386 | TotalAmt |
| Program Services | $9,660 | ProgramServicesAmt |
| Fundraising | $2,726 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,656 | TotalAmt |
| Management And General | $58,656 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,140 | TotalAmt |
| Program Services | $70,853 | ProgramServicesAmt |
| Fundraising | $1,287 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,568 | TotalAmt |
| Program Services | $140,039 | ProgramServicesAmt |
| Management And General | $1,204 | ManagementAndGeneralAmt |
| Fundraising | $325 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165,741 | TotalAmt |
| Program Services | $20,788 | ProgramServicesAmt |
| Management And General | $130,585 | ManagementAndGeneralAmt |
| Fundraising | $14,368 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,073 | TotalAmt |
| Program Services | $1,932 | ProgramServicesAmt |
| Management And General | $110,141 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217,481 | TotalAmt |
| Program Services | $94,807 | ProgramServicesAmt |
| Management And General | $111,132 | ManagementAndGeneralAmt |
| Fundraising | $11,542 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $261,017 | TotalAmt |
| Program Services | $261,005 | ProgramServicesAmt |
| Fundraising | $12 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,198,015 | TotalAmt |
| Program Services | $1,137,817 | ProgramServicesAmt |
| Management And General | $24,079 | ManagementAndGeneralAmt |
| Fundraising | $36,119 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,287 | TotalAmt |
| Program Services | $49,038 | ProgramServicesAmt |
| Management And General | $26,249 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| REPAIRS AND MAINTENANCE | $267,521 | $256,052 | $3,073 | $8,396 |
| FINANCE COSTS | $50,072 | $42,903 | $7,169 | |
| PROGRAM EXPENSES | $46,027 | $46,027 | ||
| OTHER EXPENSES | $16,356 | $7,334 | $9,022 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,548 | TotalAmt |
| Program Services | $13,248 | ProgramServicesAmt |
| Management And General | $3,300 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,781,562 | TotalAmt |
| Program Services | $4,115,382 | ProgramServicesAmt |
| Management And General | $1,067,239 | ManagementAndGeneralAmt |
| Fundraising | $598,941 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $320,853 | BOYAmt |
| EOY | $749,832 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,256,624 | BOYAmt |
| EOY | $3,501,537 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $537,748 | BOYAmt |
| EOY | $298,567 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $206,837 | BOYAmt |
| EOY | $157,897 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,381 | BOYAmt |
| EOY | $144,932 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $31,178,049 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $12,621,695 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,360,639 | BOYAmt |
| EOY | $18,556,354 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,558,821 | BOYAmt |
| EOY | $10,443,737 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $823,639 | BOYAmt |
| EOY | $798,755 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,140,542 | BOYAmt |
| EOY | $34,651,611 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $185,510 | BOYAmt |
| EOY | $69,313 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,589 | BOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,133,134 | BOYAmt |
| EOY | $7,663,090 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,904 | BOYAmt |
| EOY | $4,485 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $696,300 | BOYAmt |
| EOY | $755,040 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $526,562 | BOYAmt |
| EOY | $406,897 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,588,999 | BOYAmt |
| EOY | $8,898,825 | 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 | $10,469,299 | BOYAmt |
| EOY | $10,651,494 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,082,244 | BOYAmt |
| EOY | $15,101,292 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,551,543 | BOYAmt |
| EOY | $25,752,786 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,140,542 | BOYAmt |
| EOY | $34,651,611 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $879,902 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,320,339 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,002 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (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 | $5,234,458 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,545,800 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,599,523 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,799,772 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,227,410 | CurrentTaxYearAmt |
| Total | $24,406,963 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,234,458 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,545,800 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,599,523 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,799,772 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,227,410 | CurrentTaxYearAmt |
| Total | $24,406,963 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,733,096 | SubstantialContributorsTotAmt |
| Public Support Total170 | $20,673,867 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $223,771 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $433,368 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $558,126 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $527,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $868,778 | CurrentTaxYearAmt |
| Total | $2,611,043 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $27,018,006 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $8,389,691 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.76520 | PublicSupportCY170Pct |
| Public Support PY170 | 0.75910 | 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 |
| 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 | $8,558,823 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,959,257 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,048,696 | OtherExpendituresAmt |
| Administrative Expenses | $25,648 | AdministrativeExpensesAmt |
| End Year Balance | $10,443,736 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,406,067 | BeginningYearBalanceAmt |
| Contributions | $1,563 | ContributionsAmt |
| Investment Earnings Or Losses | $282,973 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,100,473 | OtherExpendituresAmt |
| Administrative Expenses | $31,307 | AdministrativeExpensesAmt |
| End Year Balance | $8,558,823 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,258,902 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $384,917 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,195,822 | OtherExpendituresAmt |
| Administrative Expenses | $41,930 | AdministrativeExpensesAmt |
| End Year Balance | $9,406,067 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,921,909 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $808,100 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $430,880 | OtherExpendituresAmt |
| Administrative Expenses | $40,227 | AdministrativeExpensesAmt |
| End Year Balance | $11,258,902 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,821,309 | BeginningYearBalanceAmt |
| Contributions | $400,000 | ContributionsAmt |
| Investment Earnings Or Losses | $1,161,653 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $435,851 | OtherExpendituresAmt |
| Administrative Expenses | $25,202 | AdministrativeExpensesAmt |
| End Year Balance | $10,921,909 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.02000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.41000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.57000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,628,278 | OtherCostOrOtherBasisAmt |
| Depreciation | $845,587 | DepreciationAmt |
| Book Value | $3,782,691 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,691,332 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,542,231 | DepreciationAmt |
| Book Value | $14,149,101 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,433,774 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,871,100 | DepreciationAmt |
| Book Value | $562,674 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,424,665 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,362,777 | DepreciationAmt |
| Book Value | $61,888 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $18,556,354 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NATIONAL TRUST POOLED INVESTMENTS | Desc |
| Book Value | $10,443,737 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $10,443,737 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| OBLIGATIONS UNDER FINANCE LEASE | $50,343 |
| ACCRUED WAGES AND VACATION | $291,757 |
| SECURITY DEPOSITS | $28,387 |
| FUNDS HELD FOR OTHER ORGANIZATIONS | $29,505 |
| OTHER LIABILITIES | $948 |
| THIRD PARTY EMPLOYEE WITHHOLDINGS | $5,957 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $406,897 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $8,846,184 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,320,339 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $996 | OtherRevenueAmt |
| Revenue Not Reported | $2,321,335 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,524,849 | RevenueSubtotalAmt |
| Other Revenues Not Included | $136,615 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $136,615 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,661,464 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,644,947 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,644,947 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $136,615 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $136,615 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,781,562 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 996. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | CONTRIBUTIONS RAISED FOR OTHERS NOT SHOWN ON FINANCIAL STATEMENTS 136,615. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | GRANTS TO OTHER ORGANIZATIONS NOT SHOWN ON FINANCIAL STATEMENTS 136,615. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | DOLLEY MADISON LEGACY LUNCHEON | Event1Nm |
| Gross Receipts Event1 | $155,891 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $155,891 | CharitableContriEvent1Amt |
| Food And Beverage Event1 | $1,087 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $8,289 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $9,843 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $155,891 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $155,891 | CharitableContributionsTotAmt |
| Food And Beverage Total Events | $1,087 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $8,289 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $9,843 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $19,219 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$19,219 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VIRGINIA THOROUGHBRED PROJECT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 518 | AddressLine1Txt |
| City | MONTPELIER STATION | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22957 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 843519034 | RecipientEIN |
| IRC Section | 501(C)3 | IRCSectionDesc |
| Cash Grant | $136,615 | CashGrantAmt |
| Purpose Of Grant | GENERAL OPERATING SUPPORT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTS TO OTHER ORGANIZATIONS ARE FOR GENERAL OPERATING SUPPORT. THEREFORE, THE MONTPELIER FOUNDATION DOES NOT REQUIRE MONITORING OF GRANTS. | 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 (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MR ROY F YOUNG II | ||||||||||||||
| PRESIDENT & CEO | $150,502 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $30,156 | $0 | $180,658 | $0 | $0 | $0 |
| DR ELIZABETH V CHEW | ||||||||||||||
| EXECUTIVE VICE PRESIDENT & CHIEF CUR | $151,605 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $9,674 | $0 | $161,279 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION PROVIDES HOUSING FOR THE PRESIDENT. THIS HOUSING IS LOCATED ON THE FOUNDATION'S PROPERTY AND IS A CONDITION OF EMPLOYMENT FOR THE PRESIDENT. FOR THE YEAR ENDED JUNE 30, 2021, THE ESTIMATED MARKET VALUE OF THE HOUSING PROVIDED IS $30,000. | ExplanationTxt |
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 THE COUNTY OF ORANGE VIRGINIA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 521304240 | BondIssuerEIN |
| Bond Issued | 2013-06-27 | BondIssuedDt |
| Issue Price | $9,100,000 | IssuePriceAmt |
| Purpose | REFUND OF ISSUER'S $9,100,000 VARIABLE RATE TAX EXEMPT BOND ISSUED 12/16/04 | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $9,100,000 | TotalProceedsAmt |
| Other Spent Proceeds | $9,100,000 | OtherSpentProceedsAmt |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 10 | ContributionCnt |
| Noncash Contributions Rpt F990 | $259,184 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Historical Artifacts HistoricalArtifactsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Method Of Determining Revenues | NOT APPLICABLE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS, RATHER THAN THE NUMBER OF ITEMS RECEIVED. EACH STOCK CONTRIBUTION INCLUDED MULTIPLE SHARES OF STOCK FROM A SINGLE DONOR. SOME HISTORICAL ARTIFACT CONTRIBUTIONS INCLUDED MULTIPLE OBJECTS 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. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | THE ORGANIZATION REVISED ITS BYLAWS TO RECOGNIZE THE MONTPELIER DESCENDANTS COMMITTEE'S RECOMMENDATIONS FOR APPOINTMENTS TO THE MONTPELIER FOUNDATION'S BOARD OF DIRECTORS (SEE SCHEDULE R). THE UPDATED NOMINATION AND ELECTION PROCESS OUTLINED IN THE BYLAWS IS AS FOLLOWS: DIRECTORS SHALL BE NOMINATED BY THE BOARD DEVELOPMENT & GOVERNANCE COMMITTEE AND ELECTED AT A MEETING OF THE BOARD OF DIRECTORS BY AN AFFIRMATIVE VOTE OF A MAJORITY OF THE DIRECTORS THEN IN OFFICE. THE BOARD DEVELOPMENT & GOVERNANCE COMMITTEE SHALL CONSIDER THE RECOMMENDATIONS OF THE MONTPELIER DESCENDANTS COMMITTEE IN MAKING DIRECTOR NOMINATIONS, AND SHALL ENDEAVOR IN GOOD FAITH TO REACH AND MAINTAIN A GOAL OF AT LEAST ONE-HALF OF THE BOARD TO BE COMPRISED OF DIRECTORS RECOMMENDED OR ENDORSED BY THE MONTPELIER DESCENDANTS COMMITTEE. IN ADDITION, THE PRESIDENT OF THE NATIONAL TRUST FOR HISTORIC PRESERVATION (THE "NATIONAL TRUST") SHALL HAVE THE RIGHT TO APPOINT ONE MEMBER OF THE BOARD OF DIRECTORS, WHO SHALL HAVE FULL VOTING PRIVILEGES. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FOUNDATION'S PRESIDENT/CEO, CFO, AND CHIEF OF STAFF REVIEW THE FORM 990 PRIOR TO FILING. A FINAL COPY IS PROVIDED TO THE BOARD OF DIRECTORS 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 OF DIRECTORS HAS A HUMAN RESOURCES COMMITTEE THAT DETERMINES COMPENSATION FOR THE PRESIDENT OF THE FOUNDATION. THE COMMITTEE REVIEWS 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 996. ROUNDING ADJUSTMENT 6. |
| 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTPELIER DESCENDANTS COMMITTEE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 130 CAROLINE STREET | AddressLine1Txt |
| City | ORANGE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22960 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 863558157 | EIN |
| Primary Activities | CO-STEWARD OF JAMES MADISON'S MONTPELIER; RECOMMEND BOARD CANDIDATES | PrimaryActivitiesTxt |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|
| CHARITABLE LEAD ANNUITY TRUST (1) | |||
| TRUST | VA | DONOR | 0 |
| CHARITABLE REMAINDER ANNUITY TRUST (1) | |||
| TRUST | VA | DONOR | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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