MENOKIN FOUNDATION: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: MENOKIN FOUNDATION (EIN 54-1735338)
Tax period: 2020-01-01 to 2020-12-31
Filed: 2021-11-15
IRS object ID: 202143199349322354
Schema version: 2020v4.1
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 O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-11-15T15:50:43-06:00	ReturnTs
Tax Period End	2020-12-31	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	2020-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	541735338	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE MENOKIN FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	MENO	BusinessNameControlTxt
Phone	8043331776	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	P O BOX 1221	AddressLine1Txt
City	WARSAW	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	22572	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MR SAM MCKELVEY	PersonNm
Person Title	EXECUTIVE DIRECTOR	PersonTitleTxt
Phone	8043331776	PhoneNum
Signature	2021-11-15	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	MR	PersonFirstNm
Person Last	SAM MCKELVEY	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	TRAVIS W SIMPSON	PreparerPersonNm
PTIN	P00481332	PTIN
Phone	4342962156	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	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	MR SAM MCKELVEY	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	P O BOX 1221	AddressLine1Txt
City	WARSAW	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	22572	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$1,303,095	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.MENOKIN.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1994	FormationYr
Legal Domicile State	VA	LegalDomicileStateCd
Activity Or Mission	THE MISSION OF THE MENOKIN FOUNDATION IS TO USE THE HISTORIC RUIN AND THE SURROUNDING BUILT AND NATURAL ENVIRONMENTS TO TRANSCEND THE TRADITIONAL HOUSE MUSEUM EXPERIENCE. WE USE CONTEMPORARY METHODS TO CREATE OPPORTUNITIES FOR THE PUBLIC TO CONTEMPLATE AND EXPLORE THE BUILDING OF AMERICA.	ActivityOrMissionDesc
Voting Members Governing Body	16	VotingMembersGoverningBodyCnt
Voting Members Independent	16	VotingMembersIndependentCnt
Total Employee	8	TotalEmployeeCnt
Total Volunteers	31	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$434,096	PYContributionsGrantsAmt
CY Contributions Grants	$971,427	CYContributionsGrantsAmt
PY Program Service Revenue	$43,802	PYProgramServiceRevenueAmt
CY Program Service Revenue	$31,491	CYProgramServiceRevenueAmt
PY Investment Income	$23,058	PYInvestmentIncomeAmt
CY Investment Income	$50,145	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$500,956	PYTotalRevenueAmt
CY Total Revenue	$1,053,063	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$306,609	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$308,187	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$12,610	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$13,035	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$95,077	CYTotalFundraisingExpenseAmt
PY Other Expenses	$243,787	PYOtherExpensesAmt
CY Other Expenses	$1,403,762	CYOtherExpensesAmt
PY Total Expenses	$563,006	PYTotalExpensesAmt
CY Total Expenses	$1,724,984	CYTotalExpensesAmt
PY Revenues Less Expenses	-$62,050	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$671,921	CYRevenuesLessExpensesAmt
Total Assets BOY	$2,723,296	TotalAssetsBOYAmt
Total Assets EOY	$2,513,159	TotalAssetsEOYAmt
Total Liabilities BOY	$256,642	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$642,660	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$2,466,654	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$1,870,499	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	SEE SCHEDULE O.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	Yes (1)	SignificantChangeInd
Expense	$421,708	ExpenseAmt
Revenue	$31,491	RevenueAmt
Desc	PUBLIC PROGRAMS OVERVIEW: THE PANDEMIC DRAMATICALLY REDUCED ON SITE ORGANIZED PUBLIC PROGRAMMING, THOUGH THE OPEN GROUNDS OF MENOKIN ALLOWED FOR PANDEMIC RELIEF IN A SAFE ENVIRONMENT. ORGANIZED PUBLIC PROGRAMMING SHIFTED TO DIGITAL ENGAGEMENT. SEVERAL THOUSAND UNIQUE VISITORS VISITED MENOKIN'S SOCIAL MEDIA, WEBSITES, BLOGS, VIDEOS, AND DIGITAL LECTURES AND DISCUSSIONS. VISITORS INCLUDING STUDENTS, SCHOLARS, LIFE-LONG LEARNERS, LOCAL GEOGRAPHIC AND DESCENDENT COMMUNITIES. PROGRAMMATIC SUPPORT BOLSTERED THE FOUNDATION'S ANNUAL SUPPORT AND CAPITAL CAMPAIGN RESOURCES DURING THE UNCERTAINTY OF THE GLOBAL PANDEMIC DUE TO COVID-19.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$1,154,369	ExpenseAmt
Desc	CONSTRUCTION AND PRESERVATION: MENOKIN BEGAN CONSTRUCTION TO STABILIZE THE SOUTH AND WEST WALLS OF THE MENOKIN RUIN FOR EDUCATIONAL PURPOSES.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$1,576,077	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	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	0	ReportOtherLiabilitiesInd
Include FIN48 Footnote	0	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	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	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	0	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
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	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	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	5	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	8	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
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	16	GoverningBodyVotingMembersCnt
Independent Voting Member	16	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	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	0	WhistleblowerPolicyInd
Document Retention Policy	0	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	VA	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	8043331776	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	P O BOX 1221	AddressLine1Txt
City	WARSAW	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	22572	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd
SAMUEL A MCKELVEY
EXECUTIVE DIRECTOR	40.00	Yes (X)	$58,653	$0	$26,648
BENJAMIN OGLE TAYLOE JR
PRESIDENT	1.00	Yes (X)	$0	$0	$0	Yes (X)
THOMAS A DUCKENFIELD III
VICE PRESIDENT	1.00	Yes (X)	$0	$0	$0	Yes (X)
JAMES F RUSSELL II
TREASURER	1.00	Yes (X)	$0	$0	$0	Yes (X)
JAMES DW ZEHMER
SECRETARY	1.00	Yes (X)	$0	$0	$0	Yes (X)
HON HULLIHEN W MOORE
TRUSTEE	2.00		$0	$0	$0	Yes (X)
REGGIE PEARMAN
TRUSTEE	1.00		$0	$0	$0	Yes (X)
TOBEY TALIAFERRO
TRUSTEE	1.00		$0	$0	$0	Yes (X)
JOHN H GUY IV
TRUSTEE	1.00		$0	$0	$0	Yes (X)
MARTIN KIRWAN KING II
TRUSTEE	1.00		$0	$0	$0	Yes (X)
LESLIE SMITH ARIAIL
TRUSTEE	1.00		$0	$0	$0	Yes (X)
THOMAS C BROWN JR
TRUSTEE	1.00		$0	$0	$0	Yes (X)
TEMPLE C MOORE JR
TRUSTEE	1.00		$0	$0	$0	Yes (X)
H JAMES GARNER III
TRUSTEE	1.00		$0	$0	$0	Yes (X)
ABIGAIL BANGSER
TRUSTEE	1.00		$0	$0	$0	Yes (X)
MARY LYNN BAYLISS
TRUSTEE	1.00		$0	$0	$0	Yes (X)
ISOBEL MIDDY MORRIS
TRUSTEE	1.00		$0	$0	$0	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$58,653	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$26,648	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	0	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
CONSIGLI CONSTRUCTION INC
72 SUMMER STREET	MILFORD	MA	01757	CONSTRUCTION/RESTORATION	$900,242
MACHADO SILVETTI
560 HARRISON AVENUE SUITE 301	BOSTON	MA	02118	ARCHITECTURE/DESIGN	$133,431

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	2	CntrctRcvdGreaterThan100KCnt
Government Grants	$375,000	GovernmentGrantsAmt
All Other Contributions	$596,427	AllOtherContributionsAmt
Noncash Contributions	$6,501	NoncashContributionsAmt
Total Contributions	$971,427	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
VISITATION & EDUCATION	611710	$31,379	$31,379
EVENTS	611710	$112	$112

Field	Value	IRS element (for citing)
Total Program Service Revenue	$31,491	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$23,676	TotalRevenueColumnAmt
Exclusion	$23,676	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$276,501	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$250,032	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$26,469	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$26,469	TotalRevenueColumnAmt
Exclusion	$26,469	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,053,063	TotalRevenueColumnAmt
Related Or Exempt Func Income	$31,491	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$50,145	ExclusionAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$58,653	TotalAmt
Program Services	$32,259	ProgramServicesAmt
Management And General	$11,731	ManagementAndGeneralAmt
Fundraising	$14,663	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$200,246	TotalAmt
Program Services	$154,881	ProgramServicesAmt
Management And General	$8,359	ManagementAndGeneralAmt
Fundraising	$37,006	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$34,518	TotalAmt
Program Services	$24,951	ProgramServicesAmt
Management And General	$2,678	ManagementAndGeneralAmt
Fundraising	$6,889	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$14,770	TotalAmt
Program Services	$10,676	ProgramServicesAmt
Management And General	$1,146	ManagementAndGeneralAmt
Fundraising	$2,948	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$15,669	TotalAmt
Management And General	$15,669	ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$13,035	TotalAmt
Fundraising	$13,035	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$9,267	TotalAmt
Management And General	$9,267	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$1,154,369	TotalAmt
Program Services	$1,154,369	ProgramServicesAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$108,147	TotalAmt
Program Services	$108,147	ProgramServicesAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$15,869	TotalAmt
Program Services	$11,402	ProgramServicesAmt
Management And General	$2,003	ManagementAndGeneralAmt
Fundraising	$2,464	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$1,565	TotalAmt
Program Services	$1,132	ProgramServicesAmt
Management And General	$121	ManagementAndGeneralAmt
Fundraising	$312	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$27,429	TotalAmt
Program Services	$24,416	ProgramServicesAmt
Management And General	$1,998	ManagementAndGeneralAmt
Fundraising	$1,015	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$1,555	TotalAmt
Program Services	$1,243	ProgramServicesAmt
Fundraising	$312	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$9,828	TotalAmt
Program Services	$8,846	ProgramServicesAmt
Management And General	$491	ManagementAndGeneralAmt
Fundraising	$491	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$24,046	TotalAmt
Program Services	$23,679	ProgramServicesAmt
Management And General	$367	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	FundraisingFundraisingAmt
DUES AND SUBSCRIPTIONS	$13,826	$6,913	$6,913
PRINTING, MAILINGS, AND	$9,029		$9,029
EDUCATION PROGRAMS & WO	$6,857	$6,857
MISCELLANEOUS EXPENSES	$6,306	$6,306

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,724,984	TotalAmt
Program Services	$1,576,077	ProgramServicesAmt
Management And General	$53,830	ManagementAndGeneralAmt
Fundraising	$95,077	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$443,810	BOYAmt
EOY	$133,078	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$477,019	BOYAmt
EOY	$496,883	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$2,765	BOYAmt
EOY	$5,992	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$1,140,298	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$413,241	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$751,103	BOYAmt
EOY	$727,057	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$1,048,599	BOYAmt
EOY	$1,150,149	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,723,296	BOYAmt
EOY	$2,513,159	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$6,642	BOYAmt
EOY	$29,702	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$250,000	BOYAmt
EOY	$612,958	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$256,642	BOYAmt
EOY	$642,660	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	$1,645,095	BOYAmt
EOY	$1,267,987	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$821,559	BOYAmt
EOY	$602,512	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$2,466,654	BOYAmt
EOY	$1,870,499	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$2,723,296	BOYAmt
EOY	$2,513,159	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$671,921	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$75,766	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	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	0	FSAuditedInd
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	$689,721	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$397,549	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$921,528	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$434,096	CurrentTaxYearMinus1YearAmt
Current Tax Year	$971,427	CurrentTaxYearAmt
Total	$3,414,321	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$689,721	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$397,549	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$921,528	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$434,096	CurrentTaxYearMinus1YearAmt
Current Tax Year	$971,427	CurrentTaxYearAmt
Total	$3,414,321	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$764,028	SubstantialContributorsTotAmt
Public Support Total170	$2,650,293	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$18,216	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$17,481	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$24,547	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$23,058	CurrentTaxYearMinus1YearAmt
Current Tax Year	$23,676	CurrentTaxYearAmt
Total	$106,978	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$3,521,299	TotalSupportAmt
Gross Receipts Rltd Activities	$114,953	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.75260	PublicSupportCY170Pct
Public Support PY170	0.73830	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
Coll Used Scholarly Rsrch	Yes (X)	CollUsedScholarlyRsrchInd
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	$1,048,599	BeginningYearBalanceAmt
Contributions	$10,000	ContributionsAmt
Investment Earnings Or Losses	$125,817	InvestmentEarningsOrLossesAmt
Other Expenditures	$25,000	OtherExpendituresAmt
Administrative Expenses	$9,267	AdministrativeExpensesAmt
End Year Balance	$1,150,149	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$914,742	BeginningYearBalanceAmt
Investment Earnings Or Losses	$212,977	InvestmentEarningsOrLossesAmt
Other Expenditures	$70,000	OtherExpendituresAmt
Administrative Expenses	$9,120	AdministrativeExpensesAmt
End Year Balance	$1,048,599	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,075,072	BeginningYearBalanceAmt
Contributions	$141	ContributionsAmt
Investment Earnings Or Losses	-$50,941	InvestmentEarningsOrLossesAmt
Other Expenditures	$100,000	OtherExpendituresAmt
Administrative Expenses	$9,530	AdministrativeExpensesAmt
End Year Balance	$914,742	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$974,319	BeginningYearBalanceAmt
Investment Earnings Or Losses	$160,130	InvestmentEarningsOrLossesAmt
Other Expenditures	$50,000	OtherExpendituresAmt
Administrative Expenses	$9,377	AdministrativeExpensesAmt
End Year Balance	$1,075,072	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,020,942	BeginningYearBalanceAmt
Investment Earnings Or Losses	$61,999	InvestmentEarningsOrLossesAmt
Other Expenditures	$100,000	OtherExpendituresAmt
Administrative Expenses	$8,622	AdministrativeExpensesAmt
End Year Balance	$974,319	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.99000	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.01000	PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$323,591	OtherCostOrOtherBasisAmt
Book Value	$323,591	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$573,769	OtherCostOrOtherBasisAmt
Depreciation	$245,882	DepreciationAmt
Book Value	$327,887	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$57,874	OtherCostOrOtherBasisAmt
Depreciation	$54,153	DepreciationAmt
Book Value	$3,721	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$185,064	OtherCostOrOtherBasisAmt
Depreciation	$113,206	DepreciationAmt
Book Value	$71,858	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$727,057	TotalBookValueLandBuildingsAmt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART III, LINE 1A:	IN ACCORDANCE WITH ACCOUNTING STANDARDS, EXPENDITURES AND CONTRIBUTIONS FOR WORKS OF ART, HISTORICAL TREASURES, AND SIMILAR ASSETS THAT ARE HELD AS PART OF COLLECTIONS ARE NOT RECOGNIZED AS AN ASSET. COST FOR RESTORING AND IMPROVING THE MENOKIN RUIN AND GROUNDS ARE EXPENSED WHEN INCURRED.
PART III, LINE 4:	THE MENOKIN FOUNDATION IS A CHARITABLE, NON-PROFIT ORGANIZATION CREATED IN 1994. ITS MISSION IS TO PRESERVE AND INTERPRET MENOKIN, THE HOME OF FRANCIS LIGHTFOOT LEE, A SIGNER OF THE DECLARATION OF INDEPENDENCE, AS A FOCUS FOR BETTER UNDERSTANDING THE FIELDS OF ARCHITECTURE, ARCHAEOLOGY, CONSERVATION, HISTORY AND ECOLOGY. MENOKIN IS ONE OF THE BEST-DOCUMENTED EIGHTEENTH CENTURY HOUSES IN VIRGINIA AND ONE OF ONLY A FEW FOR WHICH THE ORIGINAL ARCHITECTURAL DRAWINGS STILL EXIST. THOUGH THE HOUSE IS PARTIALLY COLLAPSED, SOME 80 PERCENT OF ITS ORIGINAL MATERIALS HAVE BEEN REMOVED AND PRESERVED, INCLUDING MOST OF THE INTERIOR WOODWORK. THE FOUNDATION'S COLLECTION CONSISTS OF OVER 1,000 PIECES OF INTERIOR JOINERY FROM THE HOUSE AND OVER 1,500 ARCHITECTURAL STRUCTURAL ELEMENTS EXTRACTED FROM THE REMAINS OF THE HOUSE. THIS EXTENSIVE COLLECTION OF THE ORIGINAL DECORATIVE AND STRUCTURAL PIECES OF MENOKIN PROVIDE AN EXTRAORDINARY METHOD OF TEACHING 18TH CENTURY BUILDING TECHNIQUES TO STUDENTS. THE EDUCATION AND TRAINING PROGRAM,CENTERED AROUND THE COLLECTION, HELPS TO FULFILL THE MENOKIN FOUNDATION'S VISION TO PROTECT THE RUIN FROM FURTHER DETERIORATION AND TO CONSERVE AND PRESENT THE HOUSE IN A MANNER THAT WILL INSPIRE THE PUBLIC TO LEARN MORE ABOUT FRANCIS LIGHTFOOT LEE'S CONTRIBUTION TO THE FOUNDING OF THE UNITED STATES, AND THE REMARKABLE TALENTS OF THE CRAFTSMAN WHO CONSTRUCTED HIS HOME. THE FOUNDATION BELIEVES THAT THE HANDS-ON PRESERVATION LEARNING PROCESS IS AS IMPORTANT AS THE FINAL COMPLETION OF CONSERVATION WORK AT THE MENOKIN RUINS. THE CURRENT STATE OF MENOKIN PROVIDES AN EXTRAORDINARY OPPORTUNITY FOR STUDENTS TO RECEIVE EDUCATION AND TRAINING ON A BROAD SPECTRUM OF ARCHITECTURAL CONSERVATION ISSUES, INCLUDING: MOISTURE PROBLEMS; MAKING AND USING HISTORIC REPAIR MORTARS; WOODWORK REPAIR AND CONSOLIDATION; TECHNIQUES FOR REMOVAL OF PORTLAND CEMENT POINTING, AND WINDOW RESTORATION. HERE WE HAVE A HISTORIC HOUSE OF WHICH ONE-QUARTER REMAINS STANDING WITH ORIGINAL PLASTER, FLOORBOARDS AND FRAMING, WHILE THE REMAINING PARTS OF THE HOUSE, INCLUDING ALL OF THE EXQUISITE INTERIOR WOODWORK, EXIST IN PIECES. THE RARE, ORIGINAL PRESENTATION DRAWINGS AND 1940 HISTORIC AMERICAN BUILDING SURVEY DOCUMENTATION PROVIDES A "ROAD MAP" TO UNDERSTANDING HOW THESE PIECES FIT TOGETHER.
PART V, LINE 4:	THE FOUNDATION'S ENDOWMENT FUNDS HAVE BEEN ESTABLISHED TO SUPPORT THE PRESERVATION OF THE MENOKIN RUIN AND OTHER OPERATIONAL NEEDS.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990 PART I, LINE 1.	THE MENOKIN FOUNDATION MISSION: TO USE THE HISTORIC RUIN AND THE SURROUNDING BUILT AND NATURAL ENVIRONMENTS TO TRANSCEND THE TRADITIONAL HOUSE MUSEUM EXPERIENCE. WE USE CONTEMPORARY METHODS TO CREATE OPPORTUNITIES FOR THE PUBLIC TO CONTEMPLATE AND EXPLORE THE BUILDING OF AMERICA. NEARLY 250 YEARS REMOVED FROM THE REVOLUTIONARY IDEAS OF AMERICA'S FOREFATHERS, WE ARE RECLAIMING THE SPIRIT OF VISIONARY THINKING THAT MARKED THE BIRTH OF OUR NATION. THE MENOKIN FOUNDATION'S PLANS ARE NOT TO RECONSTRUCT MENOKIN AS A VESTIGE OF COLONIAL HISTORY - NOT TO FOLLOW THE CONVENTIONAL ROUTE AND CREATE YET ANOTHER "HOUSE MUSEUM." INSTEAD, WE'RE PURSUING SOMETHING NEVER BEFORE ATTEMPTED IN HISTORIC PRESERVATION CIRCLES. IN PARTICULAR, WE ARE USING STRUCTURAL GLASS TO RECREATE AN ABSTRACT MEMORY OF AN 18TH-CENTURY HOUSE AS IT ONCE STOOD WHILE PROTECTING WHAT REMAINS OF IT TODAY. THIS CONCEPT IS REVOLUTIONARY. BY SHOWCASING THE INTRICATE DETAILS OF THE HOUSE, OUR AIM IS TO CONNECT THE PAST TO THE FUTURE IN RELEVANT, DARING WAYS. WITH THE GLASS HOUSE AS THE CENTERPIECE, THE SURROUNDING GROUNDS ALSO WILL BE TRANSFORMED IN FUTURE PHASES OF THE PLAN FOR MENOKIN. ACROSS ALL PHASES, INNOVATIVE PROGRAMMING AND EDUCATIONAL OPPORTUNITIES WILL BE INCLUDED TO ENSURE MENOKIN HAS SOMETHING VALUABLE TO OFFER PEOPLE OF ALL AGES AND FROM ALL WALKS OF LIFE - NOT JUST DURING ONE-TIME VISITS, BUT OVER AND OVER AGAIN. PRESERVATION AND INNOVATION, HISTORY AND CURRENT EVENTS AND ISSUES, THE BUILDING ARTS AND THE NATURAL SCIENCES - ALL WILL BE PART OF THE MENOKIN EXPERIENCE.
FORM 990, PART III, LINE 3	THE COVID-19 PANDEMIC FORCED THE FOUNDATION TO MOVE MOST PROGRAMMING ONLINE, WHICH INCLUDED OFFERING THESE PROGRAMS FOR FREE.
FORM 990, PART VI, SECTION B, LINE 11B	FOUNDATION MANAGEMENT REVIEW AND APPROVAL ARE REQUIRED PRIOR TO FILING THE FORM 990 WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12C	THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO ALL TRUSTEES AND REVIEWED WITH THE FULL BOARD EACH YEAR AT THE JANUARY BOARD MEETING. THE EXECUTIVE DIRECTOR REVIEWS THE CONFLICT OF INTEREST POLICY WITH EACH INCOMING TRUSTEE UPON ELECTION TO THE BOARD AS PART THE ORIENTATION PROCESS. THE EXECUTIVE COMMITTEE MONITORS AND ENFORCES THE POLICY BY HOLDING ALL BUSINESS AND GOVERNANCE TRANSACTIONS UP FOR SCRUTINY AGAINST THE CONFLICT OF INTEREST POLICY.
FORM 990, PART VI, SECTION B, LINE 15A	THE CURRENT SALARY OF THE EXECUTIVE DIRECTOR HAS BEEN SET AND REVIEWED BY THE EXECUTIVE COMMITTEE AND APPROVED BY THE FULL BOARD. THE EXECUTIVE DIRECTOR'S SALARY IS COMPARABLE TO EXECUTIVE DIRECTOR SALARIES OF SIMILAR SIZE NONPROFITS IN THE AREA. THE EXECUTIVE COMMITTEE CONDUCTS A PERFORMANCE EVALUATION OF THE EXECUTIVE DIRECTOR EVERY JANUARY. BASED UPON THE PERFORMANCE EVALUATION AND THE BUDGETARY NEEDS OF THE FOUNDATION, THE EXECUTIVE COMMITTEE WILL RECOMMEND THE YEARLY SALARY TO THE FULL BOARD FOR APPROVAL.
FORM 990, PART VI, SECTION C, LINE 18	THE FOUNDATION'S FORM 1023 AND FORM 990 ARE AVAILABLE TO THE PUBLIC AT THE FOUNDATION'S ADMINISTRATIVE OFFICES AND CAN BE MAILED OUT UPON REQUEST.
FORM 990, PART VI, SECTION C, LINE 19	THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC AT THE FOUNDATION'S ADMINISTRATIVE OFFICES AND CAN BE MAILED OUT UPON REQUEST.
FORM 990, PART IX, LINE 11G	RUIN STABILIZATION: PROGRAM SERVICE EXPENSES 1,154,369. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,154,369.
PART IV, LINE 12A	AS OF THE FILING OF THIS INFORMATIONAL RETURN, THE FINANCIAL STATEMENT AUDIT IS IN PROCESS.
FORM 990 PART XII, LINE 2C	THE FOUNDATION'S BOARD OF TRUSTEES HAS AN AUDIT COMMITTEE THAT IS RESPONSIBLE FOR SELECTION AND RETENTION OF INDEPENDENT AUDITORS. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.