2022-12-21T15:52:29-06:00 2022-06-30 540618213 HANTZMON WIEBEL LLP CPA'S PO BOX 1408 CHARLOTTESVILLE VA 22902 990 2021-07-01 311620682 MONTPELIER FOUNDATION MONT 5406722728 P O BOX 911 ORANGE VA 22960 DR ELIZABETH CHEW INTERIM PRESIDENT AND CEO 5406722728 2022-12-21 1 DR ELIZABETH CHEW XXX-XX-XXXX MATTHEW J DEAN P00961509 4342962156 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z DR ELIZABETH CHEW P O BOX 911 ORANGE VA 22960 7471163 0 X WWW.MONTPELIER.ORG X 1998 VA A MEMORIAL TO JAMES MADISON AND THE ENSLAVED COMMUNITY, A MUSEUM OF AMERICAN HISTORY, AND A CENTER FOR CONSTITUTIONAL EDUCATION THAT ENGAGES THE PUBLIC WITH THE ENDURING LEGACY OF MADISON'S MOST POWERFUL IDEA: GOVERNMENT BY THE PEOPLE. 15 15 94 30 2868 0 5227410 5245099 454759 872422 626053 677087 353242 450052 6661464 7244660 173070 118078 0 0 2897604 3596215 0 0 777819 2710888 2973887 5781562 6688180 879902 556480 34651611 32791745 8898825 7833547 25752786 24958198 X A MEMORIAL TO JAMES MADISON AND THE ENSLAVED COMMUNITY, A MUSEUM OF AMERICAN HISTORY, AND A CENTER FOR CONSTITUTIONAL EDUCATION THAT ENGAGES THE PUBLIC WITH THE ENDURING LEGACY OF MADISON'S MOST POWERFUL IDEA: GOVERNMENT BY THE PEOPLE. 0 0 2704932 118078 859175 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. 581200 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. 548969 56450 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. 673583 137846 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. 673583 137846 4508684 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 1 40 0 94 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY X THE ORGANIZATION 5406722728 P O BOX 911 ORANGE VA 22960 MR JAMES A FRENCH CHAIRMAN 5.00 X X 0 0 0 MR HASSAN KWAME JEFFRIES VICE CHAIRMAN 2.00 X X 0 0 0 MR PETER MCHUGH TREASURER 2.00 X X 0 0 0 MR JOSHUA ROTHMAN SECRETARY 2.00 X X 0 0 0 PROF LESLIE ALEXANDER DIRECTOR 2.00 X 0 0 0 MS MARY ALEXANDER DIRECTOR 2.00 X 0 0 0 DR DAINA BERRY DIRECTOR 2.00 X 0 0 0 MR BENJAMIN BREWSTER DIRECTOR 2.00 X 0 0 0 PROF CORNELL WILLIAM BROOKS DIRECTOR 2.00 X 0 0 0 MS DEANNA CUMMINGS DIRECTOR 2.00 X 0 0 0 MRS PAMELA F EDMONDS DIRECTOR 2.00 X 0 0 0 MR MICHAEL HIGGINBOTHAM DIRECTOR 2.00 X 0 0 0 MS NICOLE THORNE JENKINS DIRECTOR 2.00 X 0 0 0 MS MARGARET H JORDAN DIRECTOR 2.00 X 0 0 0 DR BETTYE KEARSE DIRECTOR 2.00 X 0 0 0 MR TOM MAYES DIRECTOR 2.00 X 0 0 0 MS STEPHANIE MEEKS DIRECTOR 2.00 X 0 0 0 MS SOLEDAD O'BRIEN DIRECTOR 2.00 X 0 0 0 MR IAN H SOLOMON DIRECTOR 2.00 X 0 0 0 MR PETER STOUDT DIRECTOR 2.00 X 0 0 0 REV LAWRENCE E LARRY WALKER DIRECTOR 2.00 X 0 0 0 DR ELIZABETH CHEW EVP & CHIEF CURATOR 35.00 X 152232 0 6351 MS CARA SISSON CHIEF ADVANCEMENT OFFICER 35.00 X 162779 0 5966 MR ROY F YOUNG II PRESIDENT & CEO 35.00 X 237461 0 42313 MR GEORGE M URBAN CHIEF FINANCIAL OFFICER 35.00 X 104361 0 5545 MS SHERIDA J HAWTHORNE DIRECTOR OF HR & ADMINISTRATION 35.00 X 102796 0 6651 759629 0 66826 5 0 1 0 0 1857964 3387135 156419 5245099 ADMISSIONS 900099 678126 678126 PROGRAM PARTICIPATION 900099 194296 194296 872422 677087 677087 242416 0 242416 242416 242416 410420 226503 183917 181049 2868 OTHER REVENUE 900099 23719 23719 23719 7244660 1053471 2868 943222 118078 118078 623388 232592 180896 209900 2278434 1460107 571028 247299 480244 249828 157021 73395 214149 144447 33325 36377 53106 48139 4967 88645 88645 30306 30306 63344 52850 7494 3000 83792 81205 2587 140031 34427 49942 55662 161388 92125 25322 43941 255591 225250 15465 14876 14442 4439 7981 2022 242708 242708 1125826 1080792 22517 22517 152286 63000 89214 72 REPAIRS AND MAINTENANCE 245241 200931 33073 11237 PROGRAMS AND EVENTS 196707 147989 4798 43920 OTHER EXPENSES 58402 23755 28638 6009 SUPPLIES 46079 38168 5286 2625 15993 15993 6688180 4508684 1401677 777819 749832 158916 3501537 4151647 298567 60000 157897 152556 144932 60337 31690887 13747520 18556354 17943367 10443737 9191424 798755 1073498 34651611 32791745 69313 190877 14904 7663090 7181046 4485 755040 406897 446720 8898825 7833547 X 10651494 12780034 15101292 12178164 25752786 24958198 34651611 32791745 X 556480 -1343954 -7114 X X 0 1 X 1 0 X 4545800 5599523 3799772 5227410 5245099 24417604 4545800 5599523 3799772 5227410 5245099 24417604 2087646 22329958 433368 558126 527000 868778 919503 3306775 27724379 7197686 0.80540 0.76520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 0 10443736 -683259 538747 30306 9191424 8558823 2959257 1048696 25648 10443736 9406067 1563 282973 1100473 31307 8558823 11258902 384917 2195822 41930 9406067 10921909 808100 430880 40227 11258902 0.46000 0.54000 1 0 17700542 5674591 12025951 8983814 4256204 4727610 1760699 1548930 211769 3245832 2267795 978037 17943367 NATIONAL TRUST POOLED INVESTMENTS 9191424 F 9191424 OBLIGATIONS UNDER FINANCE LEASE 27861 ACCRUED WAGES AND VACATION 373046 SECURITY DEPOSITS 12608 FUNDS HELD FOR OTHER ORGANIZATIONS 14705 CHARITABLE GIFT ANNUITY PAYABLE 18500 446720 X PART III, LINE 1A: CONTRIBUTIONS AND EXPENDITURES FOR WORKS OF ART, HISTORICAL TREASURES, AND SIMILAR ASSETS THAT ARE HELD AS PART OF COLLECTIONS ARE NOT RECOGNIZED AS AN ASSET IN ACCORDANCE WITH ACCOUNTING STANDARDS. COST FOR IMPROVEMENTS TO AND RESTORATION OF THE HISTORIC BUILDINGS AND GROUNDS ARE EXPENSED WHEN INCURRED IN ACCORDANCE WITH ACCOUNTING STANDARDS. PART III, LINE 4: THE FOUNDATION'S COLLECTIONS CONSIST OF PERIOD FURNITURE, ART WORK, AND OTHER HOUSEHOLD ITEMS WHICH ARE DISPLAYED IN THE HOME OF JAMES AND DOLLEY MADISON. THESE DISPLAYS ALLOW VISITORS TO BETTER UNDERSTAND THEIR STYLE AND INTERESTS AND GLEAN AN APPRECIATION FOR WHAT LIFE WAS LIKE FOR THEM AT MONTPELIER. PART X, LINE 2: THE FOUNDATION HAS REVIEWED AND EVALUATED THE RELEVANT TECHNICAL MERITS OF EACH OF ITS TAX POSITIONS IN ACCORDANCE WITH GUIDANCE ESTABLISHED BY THE FINANCIAL ACCOUNTING STANDARDS BOARD AND DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS OF THE FOUNDATION. 0 VIRGINIA THOROUGHBRED PROJECT PO BOX 518 MONTPELIER STATION VA 22957 843519034 501(C)3 118078 0 GENERAL OPERATING SUPPORT 1 0 PART I, LINE 2: GRANTS TO OTHER ORGANIZATIONS ARE FOR GENERAL OPERATING SUPPORT. THEREFORE, THE MONTPELIER FOUNDATION DOES NOT REQUIRE MONITORING OF GRANTS. X 1 1 X 0 0 0 0 0 0 0 0 0 MR ROY F YOUNG II PRESIDENT & CEO 237461 0 0 0 0 0 0 0 42313 0 279774 0 0 0 MS CARA SISSON CHIEF ADVANCEMENT OFFICER 162779 0 0 0 0 0 0 0 5966 0 168745 0 0 0 DR ELIZABETH CHEW EVP & CHIEF CURATOR 152232 0 0 0 0 0 0 0 6351 0 158583 0 0 0 PART I, LINE 1A 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, 2022, THE ESTIMATED MARKET VALUE OF THE HOUSING PROVIDED IS $30,000. A EDA OF THE COUNTY OF ORANGE VIRGINIA 521304240 2013-06-27 9100000 REFUND OF ISSUER'S $9,100,000 VARIABLE RATE TAX EXEMPT BOND ISSUED 12/16/04 0 0 0 A 9100000 9100000 1 0 1 1 A 0 0 0 0 0 0 1 A 0 1 0 0 0 0 0 0 1 A 1 X 8 156419 FAIR MARKET VALUE 0 0 1 1 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS, RATHER THAN THE NUMBER OF ITEMS RECEIVED. EACH STOCK CONTRIBUTION INCLUDED MULTIPLE SHARES OF STOCK FROM A SINGLE DONOR. PART I, LINE 32B: THE MONTPELIER FOUNDATION USES WELLS FARGO ADVISORS AS THEIR BROKER TO RECEIVE AND LIQUIDATE SECURITIES DONATED TO THE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B THE FOUNDATION'S FINANCE COMMITTEE REVIEWS THE 990 PRIOR TO FILING. A FINAL COPY OF THE 990 IS PROVIDED TO THE FULL BOARD AFTER FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY HAS BEEN DISTRIBUTED TO ALL MEMBERS OF THE ORGANIZATION'S BOARD OF DIRECTORS AND MANAGEMENT PERSONNEL. THROUGH THEIR CONSCIOUS EFFORTS DURING THE DECISION MAKING PROCESS, THE ORGANIZATION REFRAINS FROM ENTERING INTO TRANSACTIONS WHICH ARE IN VIOLATION OF THE POLICY. IT IS THE CONTINUING RESPONSIBILITY OF THE BOARD, OFFICERS, AND MANAGEMENT EMPLOYEES TO SCRUTINIZE THEIR TRANSACTIONS AND OUTSIDE BUSINESS INTERESTS AND RELATIONSHIPS FOR POTENTIAL CONFLICTS AND TO IMMEDIATELY MAKE SUCH DISCLOSURES TO THE PRESIDENT OF THE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 15 THE FOUNDATION'S BOARD 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 -7,113. ROUNDING ADJUSTMENT -1. FORM 990, PAGE 12, LINE 2C A DRAFT COPY OF THE FOUNDATION'S AUDITED FINANCIAL STATEMENTS ARE REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS PRIOR TO ACCEPTANCE. ALSO, THE AUDIT COMMITTEE IS RESPONSIBLE FOR THE SELECTING OF THE INDEPENDANT AUDITORS AND OVERSIGHT OF THE AUDIT. 990 PART XI, LINE 2B THE FOUNDATION'S FINANCIAL STATEMENTS ARE AUDITED ANNUALLY ON A CONSOLIDATED BASIS. SUPPLEMENTAL CONSOLIDATING SCHEDULES, FOR WHICH A SEPARATE AUDIT REPORT IS ISSUED, ARE PROVIDED IN THE FINANCIAL STATEMENTS. MONTPELIER DESCENDANTS COMMITTEE 130 CAROLINE STREET ORANGE VA 22960 863558157 CO-STEWARD OF JAMES MADISON'S MONTPELIER; RECOMMEND BOARD CANDIDATES VA 501(C)(3) LINE 7 N/A 0 CHARITABLE LEAD ANNUITY TRUST (1) TRUST VA DONOR 0 CHARITABLE REMAINDER ANNUITY TRUST (1) TRUST VA DONOR 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0