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MENOKIN FOUNDATION: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
MENOKIN FOUNDATION (EIN 54-1735338)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-12-04
IRS object ID
202033399349300418
Schema version
2019v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-12-04T12:55:48-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN540618213PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HANTZMON WIEBEL LLPCPA'SBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1818 E JEFFERSON ST PO BOX 1408AddressLine1Txt
CityCHARLOTTESVILLECityNm
State AbbreviationVAStateAbbreviationCd
ZIP22902ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN541735338EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MENOKIN FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMENOBusinessNameControlTxt
Phone8043331776PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1221AddressLine1Txt
CityWARSAWCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22572ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMRSAM MCKELVEYPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone8043331776PhoneNum
Signature2020-12-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTRAVIS W SIMPSONPreparerPersonNm
PTINP00481332PTIN
Phone4342962156PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMRSAM MCKELVEYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1221AddressLine1Txt
CityWARSAWCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22572ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$500,956GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.MENOKIN.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1994FormationYr
Legal Domicile StateVALegalDomicileStateCd
Activity Or MissionTHE 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 Body19VotingMembersGoverningBodyCnt
Voting Members Independent19VotingMembersIndependentCnt
Total Employee8TotalEmployeeCnt
Total Volunteers25TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$921,528PYContributionsGrantsAmt
CY Contributions Grants$434,096CYContributionsGrantsAmt
PY Program Service Revenue$21,533PYProgramServiceRevenueAmt
CY Program Service Revenue$43,802CYProgramServiceRevenueAmt
PY Investment Income$79,206PYInvestmentIncomeAmt
CY Investment Income$23,058CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,022,267PYTotalRevenueAmt
CY Total Revenue$500,956CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$331,879PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$306,609CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$23,289PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$12,610CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$118,870CYTotalFundraisingExpenseAmt
PY Other Expenses$297,880PYOtherExpensesAmt
CY Other Expenses$243,787CYOtherExpensesAmt
PY Total Expenses$653,048PYTotalExpensesAmt
CY Total Expenses$563,006CYTotalExpensesAmt
PY Revenues Less Expenses$369,219PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$62,050CYRevenuesLessExpensesAmt
Total Assets BOY$2,602,803TotalAssetsBOYAmt
Total Assets EOY$2,723,296TotalAssetsEOYAmt
Total Liabilities BOY$264,165TotalLiabilitiesBOYAmt
Total Liabilities EOY$256,642TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,338,638NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,466,654NetAssetsOrFundBalancesEOYAmt
MissionSEE SCHEDULE O.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$328,410ExpenseAmt
Revenue$43,802RevenueAmt
DescPUBLIC PROGRAMS OVERVIEW: OVER 10,000 PEOPLE INTERACTED WITH MENOKIN - INCLUDING VISITORS, STUDENTS, LIFE-LONG LEARNERS, SCHOLARS, AND VIRTUAL FOLLOWERS. THE CONTINUED AND INCREASED SUPPORT OF MENOKIN'S FRIENDS TO OUR ANNUAL CAMPAIGN HAS LED TO DRAMATIC INCREASES IN THE NUMBER AND TYPES OF CROSS-CURRICULUM PROGRAMS WE CAN OFFER. MENOKIN HAS PROGRAMMING FOR MULTIPLE AUDIENCES AND CONSERVATION INITIATIVES, CONCENTRATING ON AREAS RELATED TO ARCHITECTURAL PRESERVATION, ENVIRONMENTAL CONSERVATION, AND CULTURAL HERITAGE ENRICHMENT.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$46,564ExpenseAmt
DescCONSTRUCTION AND DEVELOPMENT: THE FOUNDATION CONTINUES TO PERFORM WORK ON THE THE GLASS HOUSE CONCEPT AND MADE SIGNIFICANT PROGRESS IN MOVING TOWARD THE NEXT PHASE OF WORK UNDER THE MASTER PLAN.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$374,974TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document5IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee8EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members19GoverningBodyVotingMembersCnt
Independent Voting Member19IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8043331776PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1221AddressLine1Txt
CityWARSAWCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22572ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
SAMUEL A MCKELVEY
EXECUTIVE DIRECTOR40.00Yes (X)$55,932$0$0
HON HULLIHEN W MOORE
PRESIDENT2.00Yes (X)$0$0$0Yes (X)
REID FREEMAN
TRUSTEE1.00$0$0$0Yes (X)
ROSEMARY BASILE KING
TRUSTEE1.00$0$0$0Yes (X)
DUDLEY P OLSSON
TRUSTEE1.00$0$0$0Yes (X)
JOHN H GUY IV
TRUSTEE1.00$0$0$0Yes (X)
MARTIN KIRWAN KING II
TRUSTEE1.00$0$0$0Yes (X)
JONATHAN H BLILEY
TRUSTEE1.00$0$0$0Yes (X)
THOMAS A DUCKENFIELD III
TRUSTEE1.00$0$0$0Yes (X)
LESLIE SMITH ARIAIL
TRUSTEE1.00$0$0$0Yes (X)
BENJAMIN OGLE TAYLOE JR
VICE PRESIDENT1.00Yes (X)$0$0$0Yes (X)
THOMAS C BROWN JR
TRUSTEE1.00$0$0$0Yes (X)
TEMPLE C MOORE JR
TRUSTEE1.00$0$0$0Yes (X)
H JAMES GARNER III
TREASURER1.00Yes (X)$0$0$0Yes (X)
STEVENSON T WALKER
SECRETARY1.00Yes (X)$0$0$0Yes (X)
JAMES DW ZEHMER
TRUSTEE1.00$0$0$0Yes (X)
ABIGAIL BANGSER
TRUSTEE1.00$0$0$0Yes (X)
MARY LYNN BAYLISS
TRUSTEE1.00$0$0$0Yes (X)
ISOBEL MIDDY MORRIS
TRUSTEE1.00$0$0$0Yes (X)
JAMES F RUSSELL II
TRUSTEE1.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$55,932TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$434,096AllOtherContributionsAmt
Total Contributions$434,096TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
VISITATION & EDUCATION611710$30,427$30,427
EVENTS611710$13,375$13,375
FieldValueIRS element (for citing)
Total Program Service Revenue$43,802TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$23,058TotalRevenueColumnAmt
Exclusion$23,058ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$500,956TotalRevenueColumnAmt
Related Or Exempt Func Income$43,802RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$23,058ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$55,932TotalAmt
Program Services$30,763ProgramServicesAmt
Management And General$11,186ManagementAndGeneralAmt
Fundraising$13,983FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$196,762TotalAmt
Program Services$127,197ProgramServicesAmt
Management And General$16,250ManagementAndGeneralAmt
Fundraising$53,315FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$34,518TotalAmt
Program Services$21,577ProgramServicesAmt
Management And General$3,748ManagementAndGeneralAmt
Fundraising$9,193FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$19,397TotalAmt
Program Services$12,125ProgramServicesAmt
Management And General$2,106ManagementAndGeneralAmt
Fundraising$5,166FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$17,967TotalAmt
Management And General$17,967ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$12,610TotalAmt
Fundraising$12,610FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$9,120TotalAmt
Management And General$9,120ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$46,564TotalAmt
Program Services$46,564ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$7,200TotalAmt
Program Services$7,200ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$22,569TotalAmt
Program Services$13,505ProgramServicesAmt
Management And General$4,264ManagementAndGeneralAmt
Fundraising$4,800FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$7,269TotalAmt
Program Services$4,544ProgramServicesAmt
Management And General$789ManagementAndGeneralAmt
Fundraising$1,936FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$35,377TotalAmt
Program Services$31,462ProgramServicesAmt
Management And General$2,689ManagementAndGeneralAmt
Fundraising$1,226FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$5,390TotalAmt
Program Services$3,627ProgramServicesAmt
Fundraising$1,763FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$13,516TotalAmt
Program Services$12,164ProgramServicesAmt
Management And General$676ManagementAndGeneralAmt
Fundraising$676FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$25,392TotalAmt
Program Services$25,025ProgramServicesAmt
Management And General$367ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmt
EDUCATION PROGRAMS & WO$28,875$28,875
DUES AND SUBSCRIPTIONS$11,756$5,878$5,878
PRINTING, MAILINGS, AND$8,324$8,324
MISCELLANEOUS EXPENSES$4,468$4,468

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$563,006TotalAmt
Program Services$374,974ProgramServicesAmt
Management And General$69,162ManagementAndGeneralAmt
Fundraising$118,870FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$262,770BOYAmt
EOY$443,810EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$646,031BOYAmt
EOY$477,019EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,765BOYAmt
EOY$2,765EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,140,298LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$389,195LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$776,495BOYAmt
EOY$751,103EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$914,742BOYAmt
EOY$1,048,599EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,602,803BOYAmt
EOY$2,723,296EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$14,165BOYAmt
EOY$6,642EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$250,000BOYAmt
EOY$250,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$264,165BOYAmt
EOY$256,642EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,555,695BOYAmt
EOY$1,645,095EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$782,943BOYAmt
EOY$821,559EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,338,638BOYAmt
EOY$2,466,654EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,602,803BOYAmt
EOY$2,723,296EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$62,050ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$190,066NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,366,990CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$689,721CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$397,549CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$921,528CurrentTaxYearMinus1YearAmt
Current Tax Year$434,096CurrentTaxYearAmt
Total$3,809,884TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,366,990CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$689,721CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$397,549CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$921,528CurrentTaxYearMinus1YearAmt
Current Tax Year$434,096CurrentTaxYearAmt
Total$3,809,884TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$912,804SubstantialContributorsTotAmt
Public Support Total170$2,897,080PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$30,585CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$18,216CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$17,481CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$24,547CurrentTaxYearMinus1YearAmt
Current Tax Year$23,058CurrentTaxYearAmt
Total$113,887TotalAmt
FieldValueIRS element (for citing)
Total Support$3,923,771TotalSupportAmt
Gross Receipts Rltd Activities$95,699GrossReceiptsRltdActivitiesAmt
Public Support CY1700.73830PublicSupportCY170Pct
Public Support PY1700.66030PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Solicited Assets Sale0SolicitedAssetsSaleInd
Agent Trustee Etc0AgentTrusteeEtcInd

CY Endwmt Fund CYEndwmtFundGrp

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

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,145,599BeginningYearBalanceAmt
Investment Earnings Or Losses-$4,733InvestmentEarningsOrLossesAmt
Other Expenditures$110,000OtherExpendituresAmt
Administrative Expenses$9,924AdministrativeExpensesAmt
End Year Balance$1,020,942EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY1.00000BoardDesignatedBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

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

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$573,769OtherCostOrOtherBasisAmt
Depreciation$230,917DepreciationAmt
Book Value$342,852BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$57,874OtherCostOrOtherBasisAmt
Depreciation$53,153DepreciationAmt
Book Value$4,721BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$185,064OtherCostOrOtherBasisAmt
Depreciation$105,125DepreciationAmt
Book Value$79,939BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$751,103TotalBookValueLandBuildingsAmt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 VI, SECTION B, LINE 11BFOUNDATION MANAGEMENT REVIEW AND APPROVAL ARE REQUIRED PRIOR TO FILING THE FORM 990 WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12CTHE 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 15ATHE 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 18THE 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 19THE 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 XII, LINE 2BTHE FOUNDATION INTENDS TO COMPLETE A FINANCIAL STATEMENT AUDIT FOR CALENDAR YEAR 2019. HOWEVER, SINCE THE AUDIT WAS NOT YET COMPELTED AT THE TIME OF FILING, THE FOUNDATION HAS ANSWERED "NO" TO PART XII, LINE 2B.
FORM 990 PART XII, LINE 2CTHE 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.

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