2020-02-13T14:05:25-06:00 2019-06-30 133628255 CONDON O'MEARA MCGINTY & DONNELLY LLP ONE BATTERY PARK PLAZA NEW YORK NY 10004 990 2018-07-01 132571900 WORLD MONUMENTS FUND INC WORL 6464249594 350 FIFTH AVENUE NO 2412 NEW YORK NY 10118 LORNA GOODMAN CHAIR 6464249594 2020-02-13 1 JAMES J REILLY P00183769 2126617777 184.74.172.82 2020-02-13 14:02:09 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 6E7FF41942A7D409D7C8B9B6D6B155D83F18E4E4 2018 2020-04-17 16:48:07Z LORNA GOODMAN 350 FIFTH AVENUE NO 2412 NEW YORK NY 10118 14875529 0 X WWW.WMF.ORG X 1965 NY PRESERVE HISTORIC ARCHITECTURAL SITES & WORKS OF ART WITHOUT REGARD TO NATIONAL BOUNDARIES. 29 28 35 28 0 0 8693447 11588826 0 15750 1287414 3783766 -138789 -81478 9842072 15306864 0 0 0 0 3330871 2853692 0 0 1619934 8206613 9931031 11537484 12784723 -1695412 2522141 47695040 46757283 1204466 495696 46490574 46261587 X TO PRESERVE IMPORTANT HISTORIC ARCHITECTURAL SITES AND WORKS OF ART WITHOUT REGARD TO NATIONAL BOUNDARIES. 0 0 9901421 SEE SCHEDULE O 9901421 1 1 0 0 0 0 1 0 0 1 1 1 0 0 1 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 36 0 1 35 1 0 1 FR UK 0 0 0 1 1 0 0 0 0 0 0 X 29 28 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 350 FIFTH AVENUE STE 2412 NEW YORK NY 10118 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 KHAN TRUSTEE 1.00 X 0 0 0 DR VIJAY ANAND 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 MICA ERTEGUN 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 HERNANDEZ RAMIREZ TRUSTEE 1.00 X 0 0 0 SANGITA JINDAL ENDED 619 TRUSTEE 1.00 X 0 0 0 DEBORAH M LEHR TRUSTEE 1.00 X 0 0 0 HEATHER HENDRICKS LENKIN 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 CHRISTOPHER OHRSTROM END 619 TRUSTEE 1.00 X 0 0 0 DR MARILYN PERRY TRUSTEE 1.00 X 0 0 0 JACQUELINE SACKLER 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 JACK SHEAR ENDED 619 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 JOSHUA DAVID ENDED 718 FMR. PRESIDENT & CEO 40.00 X 295528 0 20498 SYDNEY WEINBERG ENDED 619 TRUSTEE 1.00 X 0 0 0 LISA ACKERMAN EXECUTIVE V.P. & COO/INTERIM CEO 40.00 X 297390 0 36057 CHRISTOPHER JEANNOPOULOS CHIEF FINANCIAL OFFICER 40.00 X 222090 0 20497 TARA MORRIS ENDED 619 VICE PRESIDENT FOR EXTERNAL AFFAIRS 40.00 X 229225 0 30012 DARLENE MCCLOUD VP PROGRAMS & EXTERNAL AFFAIRS 40.00 X 116000 0 22857 1160233 0 129921 7 0 1 0 THE PALACE MUSEUM 4 JINGSHAN QIANJIE BEIJING BEIJING CH 100009 CONSERVATION 548893 PREAH KHAN CONSERVATION BANTEAY CHAS VILLAGE BANTEAY CHAS VILLAGE SIEM REAP CB CONSERVATION 519623 INSTITUTO INVESTIGACIONES MANCO CAPAC 327 OF 302 MIRAFLORES LIMA PE CONSERVATION 311190 COMUNITA EBRAICA DI VENEZIA CANNAREGIO 1146 VENEZIA VENEZIA IT 30121 CONSERVATION 285000 JEERNODHAR CONSERVATORS PVT LTD 1804 BRIGHT CITY OF JOY JSD ROAD MULUND WEST MUMBAI IN CONSERVATION 212971 24 1145073 1800002 8643751 184379 11588826 PROGRAM FEES 900099 15750 15750 15750 721927 721927 2418874 -642965 3061839 3061839 3061839 86250 1145073 211630 -125380 -125380 INSUR. REIMBURSEMENTS 900099 43902 43902 43902 15306864 0 0 3718038 X 315757 128501 76808 110448 1897903 772374 461665 663864 150100 61085 36512 52503 249878 101691 60782 87405 240054 97693 58393 83968 72222 72222 49300 49300 7892838 7678673 104564 109601 383976 213442 50664 119870 362913 185761 74979 102173 673183 300557 146247 226379 190121 186997 2399 725 71222 67928 3187 107 150432 72609 30148 47675 40556 18170 8756 13630 MISCELLANEOUS EXPENSES 44268 15940 26742 1586 12784723 9901421 1263368 1619934 73517 193485 14453532 9799818 9182312 9593546 50972 49983 65207 85614 1343837 1040218 289857 303619 9259930 22102796 14051893 4359917 267820 268505 47695040 46757283 1137860 452800 66606 42896 1204466 495696 X 904866 1512647 18776039 18258940 26809669 26490000 46490574 46261587 47695040 46757283 2522141 -2751128 0 X 0 1 X 1 1 1 X 12152829 9350994 13737153 8693447 11588826 55523249 136425 79647 57490 47392 130152 451106 12289254 9430641 13794643 8740839 11718978 55974355 6744679 3506531 4615603 2445194 3803523 21115530 0 6744679 3506531 4615603 2445194 3803523 21115530 34858825 1538409 1358354 1019871 664966 721927 5303527 1538409 1358354 1019871 664966 721927 5303527 13827663 10788995 14814514 9405805 12440905 61277882 0.56890 0.56680 0.08650 0.09700 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 1 5.00 1 1 1 26.00 2680 27546449 37001 811275 1204300 27190425 27189551 19226 1652672 1315000 27546449 25777161 447993 2779682 1800680 14605 27189551 31053908 1658550 -1933994 4982503 18800 25777161 31438089 1660246 -523573 1324048 196806 31053908 0.97430 0.02570 0 0 300589 255501 45088 476608 332568 144040 566640 452149 114491 303619 ALIGHT CAPITAL OFFSHORE FUND, LTD 2418805 C GLENVIEW CAPITAL PARTNERS 29082 C OVERBROOK OPPORTUNITY FUND II LTD 157764 C SENATOR GLOBAL OPPORTUNITY OFFSHORE FUND 217601 C TVF FEEDER FUND, LTD (INDIA) 1133500 C NEUBERGER BERMAN (PRIVATE EQUITY) 403165 C 4359917 DEFERRED RENT 42896 42896 12555736 -2747236 -2747236 15302972 3892 3892 15306864 12784723 0 12784723 0 12784723 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. SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES FIELD PROJECT RESTORATION 339042 SOUTH ASIA 0 1 PROGRAM SERVICES FIELD PROJECT RESTORATION 899688 SOUTH AMERICA 0 0 PROGRAM SERVICES FIELD PROJECT RESTORATION 371228 NORTH AMERICA 0 0 PROGRAM SERVICES FIELD PROJECT RESTORATION 568720 MIDDLE EAST AND NORTH AFRICA 0 1 PROGRAM SERVICES FIELD PROJECT RESTORATION 944618 EUROPE 0 1 PROGRAM SERVICES FIELD PROJECT RESTORATION 1249329 EAST ASIA AND THE PACIFIC 0 1 PROGRAM SERVICES FIELD PROJECT RESTORATION 2775056 CENTRAL AMERICA AND CARIBBEAN 0 0 PROGRAM SERVICES FIELD PROJECT RESTORATION 84993 0 4 0 0 0 4 7232674 0 7232674 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). HADRIAN AWARD 1072897 1003047 69850 111475 68847 SPRING EVENT 158426 142026 16400 18662 12646 1231323 1145073 86250 130137 81493 211630 -125380 X X X X 0 0 0 0 0 0 0 0 0 JOSHUA DAVID ENDED 718 FMR. PRESIDENT & CEO 295528 0 0 0 0 0 13406 0 7092 0 316026 0 0 0 LISA ACKERMAN EXECUTIVE V.P. & COO/INTERIM CEO 297390 0 0 0 0 0 23525 0 12532 0 333447 0 0 0 CHRISTOPHER JEANNOPOULOS CHIEF FINANCIAL OFFICER 222090 0 0 0 0 0 18998 0 1499 0 242587 0 0 0 TARA MORRIS ENDED 619 VICE PRESIDENT FOR EXTERNAL AFFAIRS 229225 0 0 0 0 0 19640 0 10372 0 259237 0 0 0 X 10 184378 FMV 0 1 0 PART III - LINE 4A WORLD MONUMENTS FUND, INC. ("WMF") FIELD WORK ENCOMPASSES FIVE CORE INTERNATIONAL PROJECT SITES IN THE U.S., PERU AND CAMBODIA, (B) PROVIDES HANDS-ON TRAINING AND ON-SITE RESTORATION WORK AT FIVE BUILDING AND CULTURAL TOURISM MANAGEMENT IN LOCAL COMMUNITIES, (3) ADVOCACY FOR THE PRESERVATION MOVEMENT, (4) EDUCATION AND TRAINING, AND PROGRAM ACTIVITIES INCLUDED (A) A CRAFTSMAN TRAINING PROGRAM THAT 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 TECHNICAL REPORTS AND IMAGES, PAST PUBLICATIONS, NEWSLETTERS, PRINTED (F) ARCHIVAL PROGRAM TO ORGANIZE RESTORATION PROJECT MATERIALS, DIGITIZE MATERIALS RELATED TO FIELD PROJECTS IN A DIGITAL IMAGE LIBRARY AVAILABLE PURPOSES, (G) WMF'S WEBSITE WHICH OFFERS DIGITIZED MATERIALS TO PROVIDE AUDIT COMMITTEE FOR REVIEW PRIOR TO FILING WITH THE INTERNAL REVENUE 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. 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 SERVICE PROGRAM AREAS THAT SERVE THE BROAD INTERESTS OF PRESERVATION INCLUDING (1) PRESERVATION OF ARCHITECTURAL AND CULTURAL HERITAGE, (2) CAPACITY (5) DISASTER RECOVERY.RESTORATION PROJECTS AND PRESERVATION PROGRAMS INCLUDED OVER 100 SITES IN OVER 52 COUNTRIES.EDUCATION AND OUTREACH SUSTAINABLE TOURISM PROGRAMS TO HELP BALANCE THE SOCIAL AND ECONOMIC BUILDINGS, (D) ANNUAL LECTURE SERIES, (E) PUBLICATION OF WMF NEWSLETTERS, TO AMERICAN UNIVERSITIES, COLLEGES, RESEARCHERS AND STUDENTS FOR RESEARCH WORLD MONUMENTS FUND, INC. PROVIDES A COPY OF FORM 990 TO THE FINANCE AND 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 7,678,673. MANAGEMENT AND GENERAL EXPENSES 104,564. FUNDRAISING EXPENSES 109,601. TOTAL EXPENSES 7,892,838. WORLD MONUMENTS FUND BRITAIN 70 COWCROSS STREET LONDON UK EC1M 6EJ CHARITABLE UK N/A N/A WMF 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 WORLD MONUMENTS FUND BRITAIN P 109199 FMV WORLD MONUMENTS FUND BRITAIN C 37639 FMV