2022-11-10T09:10:18-06:00 2022-06-30 133628255 CONDON O'MEARA MCGINTY & DONNELLY LLP ONE BATTERY PARK PLAZA 7TH FL NEW YORK NY 10004 990 2021-07-01 132571900 WORLD MONUMENTS FUND INC WORL 6464249594 600 5TH AVENUE FLOOR 25 NEW YORK NY 10020 CHRISTOPHER JEANNOPOULOS CHIEF FINANCIAL ADMIN. OFFICER 6464249594 2022-11-10 1 CHRISTOPHER JEANNOPOULOS 999009999 ALEXANDER LAZZARUOLO P01775353 2126617777 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X CHRISTOPHER JEANNOPOULOS 600 5TH AVENUE FLOOR 25 NEW YORK NY 10020 21707451 0 X WWW.WMF.ORG X 1965 NY PRESERVE HISTORIC ARCHITECTURAL SITES & WORKS OF ART WITHOUT REGARD TO NATIONAL BOUNDARIES. 31 31 38 30 0 0 9856785 18166883 0 42955 1532688 1854316 58507 195025 11447980 20259179 0 0 0 0 3776716 3984952 0 0 1711006 6390176 10353680 10166892 14338632 1281088 5920547 55746854 56711356 979487 706367 54767367 56004989 X WMF SAFEGUARDS THE WORLD'S SIGNIFCANT CULTURAL PLACES TO ENRICH LIVES AND BUILD MUTUAL UNDERSTANDING. 0 0 11351012 42955 FIELD RESTORATION PROJECTS AND PROGRAMSWMF FIELD WORK ENCOMPASSES FIVE CORE PROGRAM AREAS THAT SERVE THE BROAD INTERESTS OF PRESERVATION INCLUDING (1) PRESERVATION OF ARCHITECTURAL AND CULTURAL HERITAGE, (2) CAPACITY BUILDING AND CULTURAL TOURISM MANAGEMENT IN LOCAL COMMUNITIES, (3) ADVOCACY FOR THE PRESERVATION MOVEMENT, (4) EDUCATION AND TRAINING, AND (5) DISASTER RECOVERY.RESTORATION PROJECTS AND PRESERVATION PROGRAMS INCLUDED OVER 100 SITES IN OVER 52 COUNTRIES EDUCATION & OUTREACH PROGRAMSEDUCATION AND OUTREACH PROGRAM ACTIVITIES INCLUDED (A) A CRAFTSMAN TRAINING PROGRAM THAT PROVIDES HANDS-ON TRAINING AND ON-SITE RESTORATION WORK AT FIVE INTERNATIONAL PROJECT SITES IN THE U.S., PERU AND CAMBODIA, (B) SUSTAINABLE TOURISM PROGRAMS TO HELP BALANCE THE SOCIAL AND ECONOMIC BENEFITS WITH THE DAMAGE TO FRAGILE HISTORIC SITES (C) MODERNISM AT RISK EXHIBITION "MODERN SOLUTIONS FOR SAVING MODERN LANDMARKS" WHICH EXPLORES THE ROLE DESIGNERS AND ARCHITECTS PLAY IN SAVING ENDANGERED MODERN BUILDINGS, (D) ANNUAL LECTURE SERIES, (E) PUBLICATION OF WMF NEWSLETTERS, (F) ARCHIVAL PROGRAM TO ORGANIZE RESTORATION PROJECT MATERIALS, DIGITIZE TECHNICAL REPORTS AND IMAGES, PAST PUBLICATIONS, NEWSLETTERS, PRINTED MATERIALS RELATED TO FIELD PROJECTS IN A DIGITAL IMAGE LIBRARY AVAILABLE TO AMERICAN UNIVERSITIES, COLLEGES, RESEARCHERS AND STUDENTS FOR RESEARCH PURPOSES, (G) WMF'S WEBSITE WHICH OFFERS DIGITIZED MATERIALS TO PROVIDE A RICH AND LIVELY VIEW OF A BROAD CROSS-SECTION OF THE WORK OF THE ORGANIZATION, (H) SELECTION AND PREPARATION FOR THE LAUNCH OF THE 2016 WATCH LIST OF ENDANGERED SITES 11351012 1 1 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 1 0 1 1 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 28 0 1 38 1 0 1 UK 0 0 0 0 0 0 0 0 0 0 X 31 31 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AL AK AZ AR CA CO CT DC FL GA HI KS KY ME MD MA MI MS NH NJ NM NY NC OH PA RI SC TN WA WI X X X CHRIS JEANNOPOULOSTHE FUND 6464249594 600 5TH AVENUE FLOOR 25 NEW YORK NY 10020 LORNA B GOODMAN CHAIR 1.00 X X 0 0 0 JOHN J KERR JR ESQ VICE CHAIR 1.00 X X 0 0 0 FERNANDA M KELLOGG SECRETARY 1.00 X X 0 0 0 PETER KIMMELMAN TREASURER 1.00 X X 0 0 0 PRINCE AMYN AGA KAHN TRUSTEE 1.00 X 0 0 0 KWAME ANTHONY APPIAH TRUSTEE 1.00 X 0 0 0 BROOK BERLIND TRUSTEE 1.00 X 0 0 0 WENDY WALDRON BRANDOW TRUSTEE 1.00 X 0 0 0 SUSAN DE MENIL TRUSTEE 1.00 X 0 0 0 MICA ERTEGN TRUSTEE 1.00 X 0 0 0 PAULINE EVEILLARD TRUSTEE 1.00 X 0 0 0 LINN FEIDELSON TRUSTEE 1.00 X 0 0 0 MARK FLETCHER TRUSTEE 1.00 X 0 0 0 ROBERTO HERNNDEZ RAMREZ TRUSTEE 1.00 X 0 0 0 HENRY ISEMAN TRUSTEE 1.00 X 0 0 0 SHAIKHA MAI BINT MOHAMMED AL KHALIF TRUSTEE 1.00 X 0 0 0 SUZANNE KOHLBERG TRUSTEE 1.00 X 0 0 0 DEBORAH M LEHR TRUSTEE 1.00 X 0 0 0 MONIKA A MCLENNAN TRUSTEE 1.00 X 0 0 0 JUAN PABLO MOLYNEUX TRUSTEE 1.00 X 0 0 0 NANCY B NEGLEY TRUSTEE 1.00 X 0 0 0 DR MARILYN PERRY TRUSTEE 1.00 X 0 0 0 DONNA ROSEN TRUSTEE 1.00 X 0 0 0 ANNABELLE SELLDORF TRUSTEE 1.00 X 0 0 0 BERNARD SELZ TRUSTEE 1.00 X 0 0 0 HELENE MARIE SHAFRAN TRUSTEE 1.00 X 0 0 0 MELISSA STEWART TRUSTEE 1.00 X 0 0 0 MARCHESA KATRIN THEODOLI TRUSTEE 1.00 X 0 0 0 ANTHONY V THOMPSON TRUSTEE 1.00 X 0 0 0 JUAN CARLOS VERME GIANNONI TRUSTEE 1.00 X 0 0 0 BENEDICTE DE MONTLAUR PRESIDENT & CEO 45.00 X X 420500 0 46883 CHRISTOPHER JEANNOPOULOS CFAO 45.00 X 236515 0 21198 DARLENE MCCLOUD EXECUTIVE V.P. 45.00 X 181165 0 29219 KARAUGH BROWN V.P. OF DEVELOPMENT 45.00 X 186925 0 40568 JONATHAN BELL V.P. OF PROGRAMS 45.00 X 191965 0 39215 JUDITH WALKER V.P. OF COMMUNICATIONS 45.00 X 120388 0 23759 1337458 0 200842 6 0 1 0 COMUNITA EBRAICA DI VENEZIA CANNAREGIO 1146 VENEZIA VENEZIA IT 30121 CONSERVATION 807500 MUSEE CLUNY 254/256 RUE DE BERCY PARIS PARIS CEDEX 12 FR 75577 CONSERVATION 747436 PREAH KHAN CONSERVATION 0807 BANTEAY VILLAGE BANTEAY VILLAGE SIEM REAP CB CONSERVATION 699193 COMITE FRANCAIS POUR LA SAUVEGARDE DE VE PLAZZO BALBI MOCENIGO DORSODURO VENEZIA IT 2580 CONSERVATION 365625 DONALD INSALL ASSOCIATES 12 DEVONSHIRE STREET LONDON LONDON UK W1G 7AB CONSERVATION 281705 5 919661 2366182 14881040 450530 18166883 PROGRAM FEES 900099 42955 42955 42955 1118367 1118367 1979986 1244037 735949 735949 735949 12350 919661 204235 -191885 -191885 CARES ACT - ERTC 900099 386910 386910 386910 20259179 42955 0 2049341 X 467383 256461 83071 127851 2666303 1467165 473885 725253 178355 96850 31717 49788 354218 192618 62973 98627 318693 173508 56638 88547 16600 16600 59811 11883 22769 25159 65627 10590 50613 4424 144956 144956 7700698 7664251 32447 4000 10306 6051 1785 2470 356423 209338 48187 98898 484040 236823 64884 182333 709072 387852 125963 195257 405921 361132 5389 39400 77873 62738 11154 3981 142799 78246 25380 39173 93321 50798 16678 25845 BAD DEBT EXPENSE 84708 84708 UNRELATED BUS. INC. TAX 1525 1525 14338632 11351012 1276614 1711006 146964 399468 13550796 19693914 9353520 8542615 257198 130549 96270 150534 1815074 587995 169458 1227079 30479385 24179742 1423662 1938124 269601 449331 55746854 56711356 486157 706367 493330 0 979487 706367 X 1951511 2180114 52815856 53824875 54767367 56004989 55746854 56711356 5920547 -4682925 0 X 0 1 X 1 0 X 8693447 11588826 12884373 10004866 18166883 61338395 47392 130152 56925 42955 277424 8740839 11718978 12941298 10004866 18209838 61615819 2445194 3803523 6357094 5182264 3066089 20854164 0 2445194 3803523 6357094 5182264 3066089 20854164 40761655 664966 721927 876053 706047 1118367 4087360 664966 721927 876053 706047 1118367 4087360 9405805 12440905 13817351 10710913 19328205 65703179 0.62040 0.56870 0.06220 0.06520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 1 5.00 1 1 1 8.00 1500 32453132 -3111830 1060000 28281302 26816071 100000 6572061 1035000 32453132 27190425 685646 1060000 26816071 27546449 37001 811275 1204300 27190425 27189551 19226 1652672 1315000 27546449 0.96660 0.03340 0 0 593573 26570 567003 819795 172677 647118 401706 388748 12958 1227079 15431298 -4682925 -4682925 20114223 144956 144956 20259179 14193676 0 14193676 144956 144956 14338632 PART II, LINE 5: PROCEDURES FOR MONITORING, INSPECTING AND ENFORCEMENT OF THE CONSERVATION EASEMENT: WMF COMMUNICATES WITH THE OWNER TO CONFIRM THAT THEY ARE ADHERING TO THE RESTRICTIONS IMPOSED BY THE TERMS OF THE AGREEMENT AND ENSURE THE CONSERVATION PURPOSE OF THE EASEMENT IS BEING ACHIEVED. THE CONSERVATION EASEMENT RIDES WITH THE TITLE TO THE PROPERTY, A POTENTIAL PURCHASER MUST BE INFORMED OF THE EASEMENT AND WMF MUST BE INFORMED OF A NEW OWNER. WMF PERFORMS ONSITE VISITS TO OBSERVE THE PROPERTY ANNUALLY OR WHEN ALTERATIONS OR CHANGES HAVE BEEN MADE TO THE PREMISES THAT COULD AFFECT THE PROTECTED FEATURES COVERED IN THE EASEMENT. CHANGES WHICH COULD AFFECT THE PROTECTED FEATURES SHALL ADHERE TO THE SECRETARY OF THE INTERIOR'S STANDARDS FOR THE TREATMENT OF HISTORIC PROPERTIES. WMF CONFIRMS ITS OBSERVATIONS REGARDING COMPLIANCE WITH THE CONSERVATION EASEMENT. IF A VIOLATION WAS OBSERVED, WMF WOULD TAKE ACTION TO EXPLAIN THE EASEMENT OBLIGATION AND COMPEL THE OWNER TO ADHERE TO THE AGREEMENT, INCLUDING COMMUNICATION, ARBITRATION, OR LITIGATION. THE EASEMENT DOCUMENT (SECTION 8) OUTLINES THAT WMF HAS THE RIGHT, ACCOMPANIED BY A REPRESENTATIVE OF THE OWNER, TO ENTER THE PREMISES ONCE PER YEAR TO INSPECT THE PREMISES. IN ADDITION WMF MAY INSPECT THE PREMISES AFTER MATERIAL ALTERATIONS OR CHANGES TO THE PREMISES (INCLUDING EMERGENCY REPAIRS) IF ANY PROTECTED FEATURES COULD BE AFFECTED BY ALTERATIONS." PART II, LINE 9: CONSIDERATION FOR THE CONSERVATION EASEMENT IS INCLUDED IN THE REVENUE AND EXPENSE STATEMENT AND BALANCE SHEET. PART V, LINE 4: THE ENDOWMENT INCLUDES 7 INDIVIDUAL ENDOWMENT FUNDS. THE ENDOWMENT PROVIDES STABLE FINANCIAL SUPPORT TO A WIDE VARIETY OF PROGRAMS AND ACTIVITIES IN PERPETUITY, PLAYING A CRITICAL ROLE IN ENABLING WORLD MONUMENTS FUND TO ACHIEVE ITS MISSION. PROGRAMS SUPPORTED BY THE ENDOWMENT INCLUDE WMF FIELD WORK (CONSERVATION PROJECTS) AND EDUCATION & OUTREACH PROGRAMS. THE ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FOUNDATION AS ENDOWMENTS. NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING BOARD-DESIGNATED ENDOWMENT FUNDS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. 1 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES FIELD PROJECT RESTORATION 518761 SOUTH ASIA 0 1 PROGRAM SERVICES FIELD PROJECT RESTORATION 350772 SOUTH AMERICA 0 2 PROGRAM SERVICES FIELD PROJECT RESTORATION 677571 NORTH AMERICA 0 0 PROGRAM SERVICES FIELD PROJECT RESTORATION 122933 MIDDLE EAST AND NORTH AFRICA 0 1 PROGRAM SERVICES FIELD PROJECT RESTORATION 2371444 EUROPE 0 1 PROGRAM SERVICES FIELD PROJECT RESTORATION 2816420 EAST ASIA AND THE PACIFIC 0 1 PROGRAM SERVICES FIELD PROJECT RESTORATION 1148467 CENTRAL AMERICA AND CARIBBEAN 0 0 PROGRAM SERVICES FIELD PROJECT RESTORATION 1837 RUSSIA AND INDEPENDENT STATES 0 0 PROGRAM SERVICES FIELD PROJECT RESTORATION 110848 0 6 0 0 0 6 8008205 110848 8119053 0 0 0 1 0 0 PART I, LINE 2: TOTAL EXPENDITURES FOR ACTIVITIES CONDUCTED IN EACH REGION. EXPENDITURES INCLUDE SALARIES, WAGES, AND OTHER EMPLOYMENT-RELATED COSTS PAID TO OR FOR THE BENEFITS OF EMPLOYEES LOCATED IN THE REGION (NOT EMPLOYEES LOCATED IN US WORKING IN REGIONS OUTSIDE THE US). PART III ACCOUNTING METHOD: HADRIAN AWARD 815485 806185 9300 152167 SPRING EVENT 116526 113476 3050 52068 932011 919661 12350 204235 204235 -191885 X X X X X 0 0 0 0 0 0 0 0 0 BENEDICTE DE MONTLAUR PRESIDENT & CEO 420500 0 0 0 0 0 31500 0 15383 0 467383 0 0 0 CHRISTOPHER JEANNOPOULOS CFAO 236515 0 0 0 0 0 20938 0 260 0 257713 0 0 0 JONATHAN BELL V.P. OF PROGRAMS 191965 0 0 0 0 0 16900 0 22315 0 231180 0 0 0 KARAUGH BROWN V.P. OF DEVELOPMENT 186925 0 0 0 0 0 16443 0 24125 0 227493 0 0 0 DARLENE MCCLOUD EXECUTIVE V.P. 181165 0 0 0 0 0 13770 0 15449 0 210384 0 0 0 X 6 450530 FMV 0 1 0 PART III - LINE 4A FIELD RESTORATION PROJECTS AND PROGRAMS WMF FIELD WORK ENCOMPASSES FIVE CORE PROGRAM AREAS THAT SERVE THE BROAD INTERESTS OF PRESERVATION INCLUDING (1) PRESERVATION OF ARCHITECTURAL AND CULTURAL HERITAGE, (2) CAPACITY BUILDING AND CULTURAL TOURISM MANAGEMENT IN LOCAL COMMUNITIES, (3) ADVOCACY FOR THE PRESERVATION MOVEMENT, (4) EDUCATION AND TRAINING, AND (5) DISASTER RECOVERY. RESTORATION PROJECTS AND PRESERVATION PROGRAMS INCLUDED OVER 100 SITES IN OVER 52 COUNTRIES. PART III - LINE 4B EDUCATION & OUTREACH PROGRAMS EDUCATION AND OUTREACH PROGRAM ACTIVITIES INCLUDED (A) A CRAFTSMAN TRAINING PROGRAM THAT PROVIDES HANDS-ON TRAINING AND ON-SITE RESTORATION WORK AT FIVE INTERNATIONAL PROJECT SITES IN THE U.S., PERU AND CAMBODIA, (B) SUSTAINABLE TOURISM PROGRAMS TO HELP BALANCE THE SOCIAL AND ECONOMIC BENEFITS WITH THE DAMAGE TO FRAGILE HISTORIC SITES (C) MODERNISM AT RISK EXHIBITION "MODERN SOLUTIONS FOR SAVING MODERN LANDMARKS" WHICH EXPLORES THE ROLE DESIGNERS AND ARCHITECTS PLAY IN SAVING ENDANGERED MODERN BUILDINGS, (D) ANNUAL LECTURE SERIES, (E) PUBLICATION OF WMF NEWSLETTERS, (F) ARCHIVAL PROGRAM TO ORGANIZE RESTORATION PROJECT MATERIALS, DIGITIZE TECHNICAL REPORTS AND IMAGES, PAST PUBLICATIONS, NEWSLETTERS, PRINTED MATERIALS RELATED TO FIELD PROJECTS IN A DIGITAL IMAGE LIBRARY AVAILABLE TO AMERICAN UNIVERSITIES, COLLEGES, RESEARCHERS AND STUDENTS FOR RESEARCH PURPOSES, (G) WMF'S WEBSITE WHICH OFFERS DIGITIZED MATERIALS TO PROVIDE A RICH AND LIVELY VIEW OF A BROAD CROSS-SECTION OF THE WORK OF THE ORGANIZATION, (H) SELECTION AND PREPARATION FOR THE LAUNCH OF THE 2016 WATCH LIST OF ENDANGERED SITES. FORM 990, PART VI, SECTION B, LINE 11B THE WORLD MONUMENTS FUND, INC. (WMF) PROVIDES A COPY OF FORM 990 TO THE FINANCE AND AUDIT COMMITTEE TO REVIEW AND APPROVAL BEFORE FILING. THE 990 IS AVAILABLE TO THE PUBLIC THROUGH THE ORGANIZATIONS WEBSITE WMF.ORG. FORM 990, PART VI, SECTION B, LINE 12C THE WMF CONFLICT OF INTEREST AND BUSINESS RELATIONSHIP DISCLOSURE STATEMENTS ARE GIVEN TO NEW TRUSTEES TO COMPLETE WHEN THEY JOIN THE BOARD AND ANNUALLY THEREAFTER. THE INFORMATION ON THE STATEMENTS IS SUMMARIZED AND PROVIDED TO THE CHAIR. IF DURING THE YEAR THERE ARE DISCUSSIONS OR ACTIONS INVOLVING ANY FINANCIALLY OR PROGRAMMATICALLY SUBSTANTIVE ISSUE REGARDING THESE ORGANIZATIONS, VENDORS OR INVESTMENT FIRMS (ORDINARILY FUNDING, PERSONNEL, WHETHER TO CONTINUE THE RELATIONSHIP, AND WHETHER TO TAKE LEGAL, DISCIPLINARY OR OTHER ACTION), INDIVIDUALS WITH RELATIONSHIPS AND POTENTIAL CONFLICTS WILL RECUSE THEMSELVES WHENEVER THE ORGANIZATIONS, VENDORS OR INVESTMENT FIRMS ARE UP FOR DISCUSSION OR ACTION. STAFF REFER TO THE LIST SO INDIVIDUALS CAN BE EXCLUDED WHEN A CONFLICT ARISES SUCH AS WMF FUNDING AWARDS TO OTHER ORGANIZATIONS WHERE WMF TRUSTEES OR FAMILY MEMBERS SERVE ON THEIR BOARDS. INDIVIDUALS WITH CONFLICTS INVOLVING WMF AFFILIATES ARE NOT EXCLUDED FROM THE DISCUSSIONS ABOUT THE AFFILIATES BUT WOULD BE EXCLUDED FROM THE VOTE (AND THE FINAL PART OF THE DISCUSSION LEADING UP TO THE VOTE) IF THE VOTE INVOLVES ANY FINANCIALLY OR PROGRAMMATICALLY SUBSTANTIVE ISSUE. FORM 990, PART VI, SECTION B, LINE 15 THE WORLD MONUMENTS FUND, INC. FINANCE AND AUDIT COMMITTEE IS RESPONSIBLE FOR REVIEWING AND APPROVING THE COMPENSATION FOR THE KEY EMPLOYEES AND HIGHLY COMPENSATED EMPLOYEES (ABOVE ($150,000). THE COMMITTEE INCLUDES TRUSTEES WHO ARE INDEPENDENT OF THE KEY AND HIGHLY COMPENSATED EMPLOYEES. EACH YEAR THE COMMITTEE IS PROVIDED WITH WRITTEN COMPARABLE DATA SUCH AS SPECIFIC COMPENSATION INFORMATION FROM FORM 990'S OF SIMILAR ORGANIZATIONS, AND NATIONAL SURVEY INFORMATION ON NON-PROFIT COMPENSATION LEVELS, RANGES AND TRENDS. THE COMMITTEE CHAIR REVIEWS THE INFORMATION WITH COMMITTEE MEMBERS AND RESPONDS TO THE CFO CONFIRMING THE PROPOSED COMPENSATION FOR THE COMING YEAR. FORM 990, PART VI, SECTION C, LINE 19 WMF GOVERNING DOCUMENTS ARE AVALIABLE FOR REVIEW. THE FORM 990, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVALIABLE TO THE PUBLIC THROUGH THE ORGANIZATIONS WEBSITE WWW.WMF.ORG FORM 990, PART IX, LINE 11G PROFESSIONAL FEES, ORGANIZATIONS, AND CONSULTANTS: PROGRAM SERVICE EXPENSES 7,664,251. MANAGEMENT AND GENERAL EXPENSES 32,447. FUNDRAISING EXPENSES 4,000. TOTAL EXPENSES 7,700,698. WORLD MONUMENTS FUND BRITAIN 70 COWCROSS STREET LONDON UK EC1M 6EJ CHARITABLE UK N/A N/A WMF 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 WORLD MONUMENTS FUND BRITAIN P 177254 FMV WORLD MONUMENTS FUND BRITAIN C 4883 FMV