2020-05-08T13:32:50-05:00 2019-06-30 540618213 HANTZMON WIEBEL LLP CPA'S 818 E JEFFERSON ST PO BOX 1408 CHARLOTTESVILLE VA 22902 990 2018-07-01 311620682 MONTPELIER FOUNDATION MONT 5406722728 PO BOX 911 ORANGE VA 22960 MR DOUG TROUT INTERIM PRESIDENT 5406722728 2020-04-23 1 MATTHEW J DEAN P00961509 4342962156 64.88.174.3 2020-04-23 10:52:57 ED P 989202E2AAEAE255BD98FDFA5131C1F51D86DF29 51837F1885751644A6CF7AD6D02EAA203B018088 2018 2020-11-19 02:30:22Z MR DOUG TROUT PO BOX 911 ORANGE VA 22960 8337557 0 X WWW.MONTPELIER.ORG X 1998 VA TO INSPIRE CONTINUING PUBLIC ENGAGEMENT WITH AMERICAN CONSTITUTIONAL SELF-GOVERNMENT BY BRINGING TO LIFE THE HOME AND CONTRIBUTIONS OF JAMES AND DOLLEY MADISON. 19 19 155 72 7700 0 4545800 5599523 1551032 1330818 269006 356413 557695 659886 6923533 7946640 0 0 0 0 5573708 4930061 0 0 1337624 5293977 4474796 10867685 9404857 -3944152 -1458217 36112322 34216716 10052098 9616129 26060224 24600587 X MONTPELIER EMBRACES ITS UNIQUE IDENTITY AS A MONUMENT TO JAMES MADISON, A MUSEUM OF AMERCIAN HISTORY, AND A CENTER FOR CONSTITUTIONAL EDUCATION THAT ENGAGES THE PUBLIC WITH THE ENDURING LEGACY OF MADISON'S MOST POWERFUL IDEA: GOVERNMENT BY THE PEOPLE. AS THE LIFELONG HOME OF JAMES MADISON, FATHER OF THE CONSITUTION AND ARCHITECT OF THE BILL OF RIGHTS, MONTPELIER'S MISSION IS TO COMMUNICATE MADISON'S ROLE IN CREATING OUR MODERN, DEMOCRATIC GOVERNMENT. 0 0 3523977 1330682 EDUCATION AND ENGAGEMENT: WORKING CLOSELY WITH ARCHAEOLOGY, HISTORIC ARCHITECTURE AND COLLECTIONS, THE DEPARTMENT OF EDUCATION AND ENGAGEMENT OVERSEES ALL PUBLIC PROGRAMMING AT MONTPELIER. THIS INCLUDES DEVELOPING TOUR CONTENT, INTERPRETIVE SIGNAGE, AND PROGRAMMING FOR STUDENT AND ADULT GROUPS. THE DEPARTMENT ALSO IS RESPONSIBLE FOR TRAINING THE INTERPRETIVE AND VISITOR SERVICES STAFF. IT WAS INSTRUMENTAL IN THE PLANNING AND EXECUTION OF THE AWARD-WINNING EXHIBITION THE MERE DISTINCTION OF COLOUR. 1405122 HISTORIC ARCHITECTURE AND COLLECTIONS:HISTORIC ARCHITECTURE AND COLLECTIONS ARE RESPONSIBLE FOR THE CARE AND MAINTENANCE OF MONTPELIER'S HISTORIC STRUCTURES - MANY ASSOCIATED WITH THE DUPONT ERA - IN ADDITION TO LEADING SIGNIFICANT HISTORIC RECONSTRUCTION PROJECTS SUCH AS THE SOUTH YARD. THIS IS ACCOMPLISHED THROUGH ARCHITECTURAL FIELDWORK BY EXAMINING WOOD SPECIES, NAILS, WINDOWS, DECORATIVE MOULDINGS, AND MORE, TO ENSURE THAT THE RECONSTRUCTED BUILDINGS ARE AS HISTORICALLY ACCURATE AS POSSIBLE. FOR EXAMPLE, DURING THE RESTORATION OF THE TEMPLE, THE RECOVERY OF A SINGLE MADISON-ERA SHINGLE WHILE INVESTIGATING THE ROOF FRAMING LED TO THE DETERMINATION THAT THE TEMPLE ROOF WAS ORIGINALLY PAINTED RED. CURATORIAL AND COLLECTIONS IS INSTRUMENTAL IN THE FURNISHING OF THE HOUSE AND OTHER RECONSTRUCTED BUILDINGS ON THE PROPERTY. ALL OF THE INSTALLATIONS AND ACQUISITIONS ARE BASED, AT LEAST IN PART, ON THE WORK AND DISCOVERIES OF OTHER DEPARTMENTS LIKE ARCHAEOLOGY, RESEARCH, AND ARCHITECTURAL PRESERVATION. RECENT PROJECTS INCLUDE THE FURNISHING PLANS FOR THE SOUTH YARD QUARTERS; THE ACQUISITION OF THE ARTWORK IN THE SOUTH PASSAGE OF THE HOUSE; THE ACQUISITION OF OBJECTS CONNECTED TO DOLLEY MADISON: A LADY'S POCKET WATCH, SEWING KIT, AND MINIATURE PAINTING OF THE YOUNG MRS. MADISON; AND THE MOST RECENT FURNISHINGS OF JOHN PAYNE TODD'S BEDROOM, A GUEST BEDROOM, AND AN "INTERACTIVE" ROOM. 1125789 136315 ROBERT H. SMITH CENTER FOR THE CONSTITUTION:THE ROBERT H. SMITH CENTER FOR THE CONSTITUTION PROVIDES WORLD-CLASS EDUCATIONAL PROGRAMMING, BOTH ON-SITE AND ONLINE. PARTICIPANTS COME FROM ALL OVER THE WORLD TO ENGAGE IN CIVIC DIALOGUE, IMPROVE THEIR UNDERSTANDING OF THE FOUNDING PRINCIPLES OF THE UNITED STATES, AND DEEPEN THEIR POTENTIAL INVOLVEMENT IN DEMOCRACY. SPECIFIC PROGRAMMING IS OFFERED FOR EDUCATORS, LAW ENFORCEMENT OFFICERS, POLITICOS, AND INTERNATIONAL CIVIL SERVANTS. 839244 128746 ARCHAEOLOGY:MONTPELIER'S DEPARTMENT OF ARCHAEOLOGY SPENDS APPROXIMATELY TWO-THIRDS OF THE YEAR ENGAGING IN ACTIVE ONSITE EXCAVATIONS, WITH THE REMAINDER OF THE YEAR SPENT IN THE LAB CATALOGUING, ANALYZING, AND MENDING ARTIFACTS. THEIR DISCOVERIES ALLOW MONTPELIER TO PROVIDE ACCURATE HISTORICAL INTERPRETATION OF THE PLANTATION, INCLUDING THE RECENTLY RESTORED BUILDINGS IN THE SOUTH YARD THAT HOUSED THE ENSLAVED COMMUNITY DURING MADISON'S LIFETIME. EMBRACING "CITIZEN SCIENCE," THE DEPARTMENT HOSTS THE PUBLIC FOR MULTIPLE IMMERSIVE PROGRAMS WHERE PARTICIPANTS WORK SIDE-BY-SIDE WITH ARCHAEOLOGISTS AND MUSEUM PROFESSIONALS, OFFERING MULTIPLE PROGRAM FORMATS, FROM ONE DAY TO A WHOLE WEEK. 839244 128746 6894132 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 1 133 0 155 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY X THE MONTPELIER FOUNDATION INC 5406722728 PO BOX 911 ORANGE VA 22960 MR JOHN ADAMS DIRECTOR 2.00 X 0 0 0 MR FRANK B ATKINSON DIRECTOR 2.00 X 0 0 0 MR FRANCOIS L BAIRD TREASURER 10.00 X X 0 0 0 MR BENJAMIN BREWSTER DIRECTOR 2.00 X 0 0 0 DR DENNIS M CAMPBELL DIRECTOR 5.00 X 0 0 0 MS PATRICIA CROWE SECRETARY 5.00 X X 0 0 0 MRS PAMELA F EDMONDS DIRECTOR 2.00 X 0 0 0 MR PAUL W EDMONDSON DIRECTOR 2.00 X 0 0 0 MRS FLORENCE BRYAN FOWLKES DIRECTOR 2.00 X 0 0 0 MS LINDA C GIBSON DIRECTOR 2.00 X 0 0 0 MS STACEY ZOLT HARA DIRECTOR 2.00 X 0 0 0 DR EUGENE W HICKOK VICE CHAIRMAN 5.00 X X 0 0 0 MS MARGARET H JORDAN VICE CHAIRMAN 2.00 X X 0 0 0 MR DENNIS A KERNAHAN CHAIRMAN 10.00 X X 0 0 0 MR ROBERT A LEATH DIRECTOR 2.00 X 0 0 0 MR LEIGH B MIDDLEDITCH JR DIRECTOR 2.00 X 0 0 0 PROFESSOR JACK N RAKOVE DIRECTOR 2.00 X 0 0 0 MRS GAIL SERFATY DIRECTOR 2.00 X 0 0 0 PROFESSOR ALAN TAYLOR DIRECTOR 2.00 X 0 0 0 MR ARTHUR H BRYANT JR FORMER DIRECTOR 2.00 X 0 0 0 MS KAT IMHOFF PRESIDENT & CEO 35.00 X 227031 0 52322 DR ELIZABETH VASSA CHEW VP MUSEUM PROGRAMS 35.00 X 165853 0 8404 DR SEAN O'BRIEN EXECUTIVE VP & COO 35.00 X 125665 0 7242 MR DOUGLAS F TROUT EXECUTIVE VP & CAO 35.00 X 120467 0 7548 CHARLES D SMITH VP CONSTITUTION CENTER 35.00 X 101698 0 9655 MS ELIZABETH H VON HASSELL DIRECTOR OF MAJOR GIFTS 35.00 X 117485 0 8421 858199 0 93592 6 0 1 0 S3 INTEGRATION LLC 3532 MAYLAND COURT HENRICO VA 23233 SECURITY & GATE UPGRADES 227794 THE BLUE RIDGE GROUP INC 206 E JEFFERSON ST CHARLOTTESVILLE VA 22902 ADVERTISING 182213 DANIEL J EDELMAN INC 250 HUDSON STREET NEW YORK NY 10013 NATIONAL CONSTITUTION SURVEY 171709 3 11525 5587998 240786 5599523 ADMISSIONS 900099 1065757 1065757 PROGRAM PARTICIPATION 900099 265061 265061 1330818 356413 356413 201713 0 201713 201713 201713 164084 80563 83521 83521 582979 310354 272625 264925 7700 OTHER REVENUE 900099 102027 102027 102027 7946640 1595743 7700 743674 514796 284868 105076 124852 3543010 2380080 547771 615159 580648 381338 93419 105891 291607 191511 46916 53180 13133 8620 2948 1565 51629 33889 11588 6152 708133 447345 145254 115534 312065 176366 38998 96701 97915 75246 8549 14120 218424 200845 6228 11351 90827 56964 13178 20685 522204 419533 3572 99099 298125 216892 80089 1144 1361643 1325230 14245 22168 98470 91107 2853 4510 REPAIRS AND MAINTENANCE 429961 397806 12456 19699 CONSTRUCTION AND EQUIPM 27577 17158 3910 6509 COLLECTION PURCHASE AND 27127 27127 217563 162207 36051 19305 9404857 6894132 1173101 1337624 1104479 105209 120338 1395409 1204226 851770 271225 225981 117119 102927 30835305 10220718 21394304 20614587 11063378 9307522 837253 1613311 36112322 34216716 299872 218859 68538 60132 9002222 8592178 87317 42071 594149 702889 10052098 9616129 X 12644527 11827645 9284797 8541775 4130900 4231167 26060224 24600587 36112322 34216716 X -1458217 1817 -3237 X X 0 1 X 1 0 X 8941321 7935585 5234458 4545800 5599523 32256687 8941321 7935585 5234458 4545800 5599523 32256687 8036368 24220319 271745 283185 223771 433368 558126 1770195 34026882 9718188 0.71180 0.70240 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 0 11258902 384917 2195822 41930 9406067 10921909 808100 430880 40227 11258902 9821309 400000 1161653 435851 25202 10921909 9044250 1500900 -251899 440280 31662 9821309 9419878 250000 -177366 410395 37867 9044250 0.16000 0.45000 0.39000 1 0 4628777 498207 4130570 22410075 7086108 15323967 2410722 1551725 858997 1385731 1084678 301053 20614587 NATIONAL TRUST POOLED INVESTMENTS 9307522 F 9307522 CAPITAL LEASE PAYABLE 100736 ACCRUED WAGES AND VACATION 302193 SECURITY DEPOSITS 31496 OTHER LIABILITIES 44894 LINE OF CREDIT 223570 702889 X 7961345 1817 12888 14705 7946640 0 7946640 9420982 16125 16125 9404857 0 9404857 PART III, LINE 1A: CONTRIBUTIONS AND EXPENDITURES FOR WORKS OF ART, HISTORICAL TREASURES, AND SIMILAR ASSETS THAT ARE HELD AS PART OF COLLECTIONS ARE NOT RECOGNIZED AS AN ASSET IN ACCORDANCE WITH ACCOUNTING STANDARDS. COST FOR IMPROVEMENTS TO AND RESTORATION OF THE HISTORIC BUILDINGS AND GROUNDS ARE EXPENSED WHEN INCURRED IN ACCORDANCE WITH ACCOUNTING STANDARDS. PART III, LINE 4: THE FOUNDATION'S COLLECTIONS CONSIST OF PERIOD FURNITURE, ART WORK, AND OTHER HOUSEHOLD ITEMS WHICH ARE DISPLAYED IN THE HOME OF JAMES AND DOLLEY MADISON. THESE DISPLAYS ALLOW VISITORS TO BETTER UNDERSTAND THEIR STYLE AND INTERESTS AND GLEAN AN APPRECIATION FOR WHAT LIFE WAS LIKE FOR THEM AT MONTPELIER. PART X, LINE 2: THE FOUNDATION HAS REVIEWED AND EVALUATED THE RELEVANT TECHNICAL MERITS OF EACH OF ITS TAX POSITIONS IN ACCORDANCE WITH GUIDANCE ESTABLISHED BY THE FINANCIAL ACCOUNTING STANDARDS BOARD AND DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS OF THE FOUNDATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN TRUSTS -3,237. FUNDRAISING EXPENSES NETTED ON 990 16,125. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NETTED ON 990 16,125. DOLLEY MADISON LEGACY LUNCHEON 164084 164084 42994 21303 16266 164084 164084 42994 21303 16266 80563 83521 X 1 1 X 0 0 0 0 0 0 0 0 0 MS KAT IMHOFF PRESIDENT & CEO 227031 0 0 0 0 0 14422 0 37900 0 279353 0 0 0 DR ELIZABETH VASSA CHEW VP MUSEUM PROGRAMS 165853 0 0 0 0 0 8404 0 0 0 174257 0 0 0 PART I, LINE 1A THE FOUNDATION PROVIDES HOUSING FOR THE PRESIDENT. THIS HOUSING IS LOCATED ON THE FOUNDATION'S PROPERTY AND IS A CONDITION OF EMPLOYMENT FOR THE PRESIDENT. FOR THE YEAR ENDED JUNE 30, 2019, THE ESTIMATED MARKET VALUE OF THE HOUSING PROVIDED IS $30,000 AND THE COST OF UTILITIES PROVIDED WAS $3,616. A EDA OF THE COUNTY OF ORANGE VIRGINIA 521304240 2013-06-27 9100000 REFUND OF ISSUER'S $9,100,000 VARIABLE RATE TAX EXEMPT BOND ISSUED 12/16/04 0 0 0 A 9100000 9100000 1 0 1 1 A 0 0 0 0 0 0 1 A 0 1 0 0 0 0 0 0 1 A 1 X 17 240786 FAIR MARKET VALUE X 12 0 NOT APPLICABLE 0 0 1 1 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS, RATHER THAN THE NUMBER OF ITEMS RECEIVED. EACH STOCK CONTRIBUTION INCLUDED MULTIPLE SHARES OF STOCK FROM A SINGLE DONOR. SOME HISTORICAL ARTIFACT CONTRIBUTIONS INCLUDED MULTIPLE OBJECTS FROM A SINGLE DONOR. PART I, LINE 32B: THE MONTPELIER FOUNDATION USES WELLS FARGO ADVISORS AS THEIR BROKER TO RECEIVE AND LIQUIDATE SECURITIES DONATED TO THE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B ON BEHALF OF THE BOARD, THE FINANCE COMMITTEE RECEIVES, REVIEWS, AND DISCUSSES THE 990 WITH MANAGEMENT AND THE INDEPENDENT AUDITORS. SUBSEQUENT TO THAT, THE FOUNDATION PROVIDES A DRAFT COPY OF THE 990 TO ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY HAS BEEN DISTRIBUTED TO ALL MEMBERS OF THE ORGANIZATION'S BOARD OF DIRECTORS AND MANAGEMENT PERSONNEL. THROUGH THEIR CONSCIOUS EFFORTS DURING THE DECISION MAKING PROCESS, THE ORGANIZATION REFRAINS FROM ENTERING INTO TRANSACTIONS WHICH ARE IN VIOLATION OF THE POLICY. IT IS THE CONTINUING RESPONSIBILITY OF THE BOARD, OFFICERS, AND MANAGEMENT EMPLOYEES TO SCRUTINIZE THEIR TRANSACTIONS AND OUTSIDE BUSINESS INTERESTS AND RELATIONSHIPS FOR POTENTIAL CONFLICTS AND TO IMMEDIATELY MAKE SUCH DISCLOSURES TO THE PRESIDENT OF THE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 15 THE FOUNDATION'S BOARD OF DIRECTORS HAS A HUMAN RESOURCES COMMITTEE THAT DETERMINES COMPENSATION FOR THE PRESIDENT OF THE FOUNDATION. THE COMMITTEE REVIEWS THE COMPENSATION AMOUNTS PAID BY OTHER LOCAL HISTORICAL SITES AND NON-PROFITS BEFORE DETERMINING WHAT LEVEL TO SET COMPENSATION FOR THE FOUNDATION'S PRESIDENT. FOR OTHER OFFICERS AND KEY EMPLOYEES, SALARY RECOMMENDATIONS ARE MADE BY THE PRESIDENT. FORM 990, PART VI, SECTION C, LINE 18 THE FOUNDATION'S 990 IS STORED ON FILE IN THE MAIN OFFICE. THE CUSTODIAN OF THE INFORMATION WILL FAX OR SEND ELECTRONICALLY THESE DOCUMENTS UPON A SPECIFIC REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION KEEPS A PUBLIC INFORMATION FILE IN THE MAIN OFFICE. THE CUSTODIAN OF THE DOCUMENTS WILL FAX OR SEND ELECTRONICALLY THESE DOCUMENTS UPON A SPECIFIC REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN TRUSTS -3,237. FORM 990, PAGE 12, LINE 2C A DRAFT COPY OF THE FOUNDATION'S AUDITED FINANCIAL STATEMENTS ARE REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS PRIOR TO ACCEPTANCE. ALSO, THE AUDIT COMMITTEE IS RESPONSIBLE FOR THE SELECTING OF THE INDEPENDANT AUDITORS AND OVERSIGHT OF THE AUDIT. 990 PART XI, LINE 2B THE FOUNDATION'S FINANCIAL STATEMENTS ARE AUDITED ANNUALLY ON A CONSOLIDATED BASIS. SUPPLEMENTAL CONSOLIDATING SCHEDULES, FOR WHICH A SEPARATE AUDIT REPORT IS ISSUED, ARE PROVIDED IN THE FINANCIAL STATEMENTS. CHARITABLE LEAD ANNUITY TRUST (1) TRUST VA DONOR 0 CHARITABLE REMAINDER ANNUITY TRUST (1) TRUST VA DONOR 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0