THOMAS JEFFERSON FOUNDATION INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: THOMAS JEFFERSON FOUNDATION INC (EIN 54-0505959)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-11-16
IRS object ID: 202533209349301733
Schema version: 2024v5.1
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 F
Schedule G
Schedule I
Schedule J
Schedule K
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-11-16T20:10:11+00:00	ReturnTs
Tax Period End	2024-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	135381590	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	BDO USA	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	8401 GREENSBORO DR STE 800	AddressLine1Txt
City	MCLEAN	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	221023599	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2024-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	540505959	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THOMAS JEFFERSON FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	THOM	BusinessNameControlTxt
Phone	4349849800	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 316	AddressLine1Txt
City	CHARLOTTESVILLE	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	22902	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	CHRISTINE BARTH	PersonNm
Person Title	VP & CFO	PersonTitleTxt
Signature	2025-11-17	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	SANDRA L FEINSMITH	PreparerPersonNm
PTIN	P01064157	PTIN
Phone	7038930600	PhoneNum
Preparation	2025-11-17	PreparationDt

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Address Change	Yes (X)	AddressChangeInd

Principal Ofcr Business Name PrincipalOfcrBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JANE KAMENSKY	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 316	AddressLine1Txt
City	CHARLOTTESVILLE	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	22902	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$147,046,564	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.MONTICELLO.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1923	FormationYr
Legal Domicile State	VA	LegalDomicileStateCd
Activity Or Mission	THE MISSION IS TO PRESERVE MONTICELLO AND SHARE THE HISTORY AND LEGACY OF THOMAS JEFFERSON, HIS FAMILY, AND THOSE HE HELD IN SLAVERY, WITH A GLOBAL AUDIENCE.	ActivityOrMissionDesc
Voting Members Governing Body	16	VotingMembersGoverningBodyCnt
Voting Members Independent	16	VotingMembersIndependentCnt
Total Employee	454	TotalEmployeeCnt
Total Volunteers	97	TotalVolunteersCnt
Total Gross UBI	$1,501,891	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$9,690,281	PYContributionsGrantsAmt
CY Contributions Grants	$17,829,118	CYContributionsGrantsAmt
PY Program Service Revenue	$11,052,391	PYProgramServiceRevenueAmt
CY Program Service Revenue	$11,054,815	CYProgramServiceRevenueAmt
PY Investment Income	$6,601,451	PYInvestmentIncomeAmt
CY Investment Income	$15,451,562	CYInvestmentIncomeAmt
PY Other Revenue	$7,609,212	PYOtherRevenueAmt
CY Other Revenue	$7,319,802	CYOtherRevenueAmt
PY Total Revenue	$34,953,335	PYTotalRevenueAmt
CY Total Revenue	$51,655,297	CYTotalRevenueAmt
PY Grants And Similar Paid	$214,460	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$216,186	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$18,744,903	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$19,471,962	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$222,000	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$1,866,135	CYTotalFundraisingExpenseAmt
PY Other Expenses	$23,367,807	PYOtherExpensesAmt
CY Other Expenses	$21,147,778	CYOtherExpensesAmt
PY Total Expenses	$42,327,170	PYTotalExpensesAmt
CY Total Expenses	$41,057,926	CYTotalExpensesAmt
PY Revenues Less Expenses	-$7,373,835	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$10,597,371	CYRevenuesLessExpensesAmt
Total Assets BOY	$375,175,740	TotalAssetsBOYAmt
Total Assets EOY	$402,744,508	TotalAssetsEOYAmt
Total Liabilities BOY	$43,969,054	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$43,801,466	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$331,206,686	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$358,943,042	NetAssetsOrFundBalancesEOYAmt
Mission	SEE SCHEDULE O	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$26,045,657	ExpenseAmt
Grant	$83,331	GrantAmt
Revenue	$11,054,815	RevenueAmt
Desc	THE THOMAS JEFFERSON FOUNDATION OPERATES MONTICELLO, THE HOME OF THE NATION'S THIRD PRESIDENT AND AUTHOR OF THE AMERICAN DECLARATION OF INDEPENDENCE. OVER THE PAST TEN YEARS, AN AVERAGE OF 307,600 PEOPLE HAVE VISITED MONTICELLO ANNUALLY. ADMISSION INCLUDES AN INTERPRETIVE GUIDED TOUR OF HIS HOME, ONE OF OUR COUNTRY'S FOREMOST ARCHITECTURAL MASTERPIECES AND THE ONLY HOME IN AMERICA NAMED TO THE UNITED NATIONS WORLD HERITAGE LIST. IN ADDITION TO ADMISSION REVENUE, THE ABOVE TOTAL ALSO INCLUDES GIFTS AND GRANTS, AND SALES FROM THE RETAIL OPERATIONS OF THE MUSEUM SHOPS, CATALOG, AND ONLINE STORE. THE REVENUE CONTRIBUTES TO THE PRESERVATION OF MONTICELLO FOR FUTURE GENERATIONS, WHICH IS ONE OF THE MISSIONS OF THE FOUNDATION. THE FOUNDATION'S RESTORATION DEPARTMENT IS DEDICATED TO THE ARCHITECTURAL PRESERVATION OF THE UNITED NATIONS WORLD HERITAGE HOUSE WHILE THE CURATORIAL COLLECTIONS ARE UNDER THE CARE OF A FULL-TIME CURATORIAL DEPARTMENT.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$4,303,635	ExpenseAmt
Grant	$132,855	GrantAmt
Revenue	$0	RevenueAmt
Desc	THE THOMAS JEFFERSON FOUNDATION OPERATES THE ROBERT H. SMITH INTERNATIONAL CENTER FOR JEFFERSON STUDIES, WHICH HOUSES THE THOMAS JEFFERSON LIBRARY. THE CENTER IS ALSO DEVOTED TO EDUCATION OF THE GENERAL PUBLIC AS WELL AS SCHOLARLY RESEARCH AND PUBLICATION, THROUGH THE JEFFERSON LIBRARY, ARCHAEOLOGICAL RESEARCH AND PUBLICATION, AND OTHER ADULT EDUCATION PROGRAMS. THE ROBERT H. SMITH INTERNATIONAL CENTER FOR JEFFERSON STUDIES ALSO IS RESPONSIBLE FOR THE RESEARCH AND PUBLICATION OF 24 VOLUMES OF RESEARCH, THE PAPERS OF THOMAS JEFFERSON, EMBRACING THE PERIOD FROM JEFFERSON'S RETIREMENT FROM THE PRESIDENCY IN MARCH 1809 UNTIL HIS DEATH IN 1826, KNOWN AS THE "RETIREMENT SERIES".	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$30,349,292	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	Yes (true)	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (true)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (true)	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	Yes (true)	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	Yes (true)	MoreThan5000KToIndividualsInd
Professional Fundraising	Yes (true)	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	Yes (true)	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (true)	TaxExemptBondsInd
Invest Tax Exempt Bonds	false	InvestTaxExemptBondsInd
Escrow Account	false	EscrowAccountInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (true)	DeductibleNonCashContriInd
Deductible Art Contribution	Yes (true)	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	Yes (true)	DisregardedEntityInd
Related Entity	false	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	false	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	117	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	454	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	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	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Policies Reference Chapters	false	PoliciesReferenceChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
Written Policy Or Procedure	false	WrittenPolicyOrProcedureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CO	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CT	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	DC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	FL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	GA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	AL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	HI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	IL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	KS	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	KY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	ME	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	AK	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MD	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MN	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MS	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MO	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NJ	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NM	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	ND	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OK	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	PA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	AZ	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	RI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	SC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	TN	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	UT	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	VA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	AR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WV	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WI	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CHRISTINE BARTH	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	4349849859	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1050 MONTICELLO LOOP ROAD	AddressLine1Txt
City	CHARLOTTESVILLE	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	22902	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
CHRISTOPHER J TOOMEY
SECRETARY	1.0	0.0	Yes (X)	Yes (X)	$0	$0	$0
MOLLY HARDIE
VICE-CHAIRMAN	1.0	0.0	Yes (X)	Yes (X)	$0	$0	$0
TOBIAS DENGEL
CHAIRMAN	5.0	0.0	Yes (X)	Yes (X)	$0	$0	$0
DANIELLE ALLEN
TRUSTEE (FROM 1/1)	1.0	0.0	Yes (X)		$0	$0	$0
DAVID C LANDIN
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
DONALD A KING JR
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
DR LD BRITT MD
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
J MICHAEL LUTTIG
TRUSTEE (FROM 1/1)	1.0	0.0	Yes (X)		$0	$0	$0
JOHN NAU III
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
JOSEPH ERDMAN
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
MELODY BARNES
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
MICHEYLNN WOODARD
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
PETER COOK
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
PETER COOLIDGE
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
SUZI LEVINE
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
WILLIAM H WALTON III
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
CHRISTINE P BARTH
VP & CFO	50.0	0.0		Yes (X)	$320,148	$0	$24,639
JANE KAMENSKY PHD
PRESIDENT & CEO (FROM 1/15)	50.0	0.0		Yes (X)	$604,164	$0	$11,759
PETER G HALLOCK
INTERIM PRESIDENT (1/1 - 1/14)	50.0	0.0		Yes (X)	$259,726	$0	$23,713
LAURA NICHOLS
VP EXTERNAL RELATIONS	50.0	0.0			$155,175	$0	$1,759	Yes (X)
ANDREW R HUFF
DIRECTOR OF IT	50.0	0.0			$151,722	$0	$20,531		Yes (X)
DEBORAH M THACKER
CONTROLLER	50.0	0.0			$124,896	$0	$16,283		Yes (X)
FRASER D NEIMAN
DIRECTOR OF ARCHAEOLOGY	50.0	0.0			$129,446	$0	$11,938		Yes (X)
JOHN J LOONEY
EDITOR, THOMAS JEFFERSON PAPER	50.0	0.0			$177,417	$0	$15,731		Yes (X)
JOSEPH T PIERCE
DIRECTOR OF DEVELOPMENT (THRU 12/27/2024)	50.0	0.0			$143,326	$0	$3,714		Yes (X)
LESLIE GREENE BOWMAN
FORMER PRESIDENT	0.0	0.0			$693,130	$0	$0			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$2,759,150	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$130,067	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	23	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (true)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt	Address Line2ContractorAddress/USAddress/AddressLine2Txt
GWWO INC
800 WYMAN PARK DRIVE SUITE 300	BALTIMORE	MD	21211	ARCHITECTURE	$1,111,211
GALLAGHER & ASSOCIATES LLC
1140 3RD ST NE	WASHINGTON	DC	20002	CONSTRUCTION	$593,462	OFFICE 2149
FREEPORT PRESS
2127 REISER AVE SE	NEW PHILADELPHIA	OH	44663	PRINTING	$402,272
FGS GLOBAL LLC
1025 F STREET NW 9TH FLOOR	Washington	DC	20004	MARKETING ADVISOR	$311,440
DESIGN CUISINE
2659 SOUTH SHIRLINGTON RD	ARLINGTON	VA	22206	CATERING	$282,708

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	16	CntrctRcvdGreaterThan100KCnt
Federated Campaigns	$0	FederatedCampaignsAmt
Membership Dues	$0	MembershipDuesAmt
Fundraising	$0	FundraisingAmt
Related Organizations	$0	RelatedOrganizationsAmt
Government Grants	$122,111	GovernmentGrantsAmt
All Other Contributions	$17,707,007	AllOtherContributionsAmt
Noncash Contributions	$322,921	NoncashContributionsAmt
Total Contributions	$17,829,118	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt	ExclusionExclusionAmt
ADMISSION FEES	900099	$10,373,683	$10,373,683	$0	$0
FOOD SERVICE SALES	453220	$384,079	$0	$0	$384,079
OTHER PROGRAM INCOME	900099	$297,053	$297,053	$0	$0
		$0	$0	$0	$0
		$0	$0	$0	$0

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$11,054,815	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,400,676	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$2,400,676	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$12,942	TotalRevenueColumnAmt
Related Or Exempt Func Income	$12,942	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$128,996	RealAmt
Personal	$0	PersonalAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt
Personal	$0	PersonalAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$128,996	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$128,996	TotalRevenueColumnAmt
Related Or Exempt Func Income	$128,996	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$103,423,438	SecuritiesAmt
Other	$33,250	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$90,405,802	SecuritiesAmt
Other	$0	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$13,017,636	SecuritiesAmt
Other	$33,250	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$13,050,886	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$229,381	UnrelatedBusinessRevenueAmt
Exclusion	$12,821,505	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$0	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$0	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$0	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Gaming Gross Income	$0	GamingGrossIncomeAmt
Gaming Direct Expenses	$0	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$12,163,329	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$4,985,465	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$7,177,864	TotalRevenueColumnAmt
Related Or Exempt Func Income	$5,905,354	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$1,272,510	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$0	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$51,655,297	TotalRevenueColumnAmt
Related Or Exempt Func Income	$16,718,028	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$1,501,891	UnrelatedBusinessRevenueAmt
Exclusion	$15,606,260	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$10,000	TotalAmt
Program Services	$10,000	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$188,186	TotalAmt
Program Services	$188,186	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$18,000	TotalAmt
Program Services	$18,000	ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$1,401,083	TotalAmt
Program Services	$618,668	ProgramServicesAmt
Management And General	$782,415	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$14,824,366	TotalAmt
Program Services	$12,485,353	ProgramServicesAmt
Management And General	$1,729,182	ManagementAndGeneralAmt
Fundraising	$609,831	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$628,701	TotalAmt
Program Services	$535,519	ProgramServicesAmt
Management And General	$78,574	ManagementAndGeneralAmt
Fundraising	$14,608	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$1,440,533	TotalAmt
Program Services	$1,253,723	ProgramServicesAmt
Management And General	$141,871	ManagementAndGeneralAmt
Fundraising	$44,939	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$1,177,279	TotalAmt
Program Services	$980,229	ProgramServicesAmt
Management And General	$150,558	ManagementAndGeneralAmt
Fundraising	$46,492	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$259,003	TotalAmt
Program Services	$86,899	ProgramServicesAmt
Management And General	$153,613	ManagementAndGeneralAmt
Fundraising	$18,491	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$130,000	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$130,000	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$222,000	TotalAmt
Fundraising	$222,000	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$1,373,306	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$1,373,306	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$3,699,645	TotalAmt
Program Services	$3,285,602	ProgramServicesAmt
Management And General	$342,543	ManagementAndGeneralAmt
Fundraising	$71,500	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$851,656	TotalAmt
Program Services	$851,656	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,061,876	TotalAmt
Program Services	$1,874,258	ProgramServicesAmt
Management And General	$97,772	ManagementAndGeneralAmt
Fundraising	$89,846	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$1,167,608	TotalAmt
Program Services	$865,436	ProgramServicesAmt
Management And General	$194,805	ManagementAndGeneralAmt
Fundraising	$107,367	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$231	TotalAmt
Program Services	$231	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$808,616	TotalAmt
Program Services	$614,790	ProgramServicesAmt
Management And General	$188,893	ManagementAndGeneralAmt
Fundraising	$4,933	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$1,134,163	TotalAmt
Program Services	$704,671	ProgramServicesAmt
Management And General	$79,488	ManagementAndGeneralAmt
Fundraising	$350,004	FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$22,947	TotalAmt
Program Services	$18,909	ProgramServicesAmt
Management And General	$4,038	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$1,980,764	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$1,980,764	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$3,501,897	TotalAmt
Program Services	$2,662,492	ProgramServicesAmt
Management And General	$818,043	ManagementAndGeneralAmt
Fundraising	$21,362	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$405,100	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$405,100	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
EQUIPMENT RENTAL	$1,218,383	$994,239	$14,728	$209,416
SHIPPING AND HANDLING	$1,144,423	$1,144,423	$0	$0
PRINTING AND PUBLICATIONS	$615,718	$558,523	$7,110	$50,085
CONSERVATION AND COLLECTIONS	$471,013	$471,013	$0	$0

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$301,429	TotalAmt
Program Services	$126,472	ProgramServicesAmt
Management And General	$169,696	ManagementAndGeneralAmt
Fundraising	$5,261	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$41,057,926	TotalAmt
Program Services	$30,349,292	ProgramServicesAmt
Management And General	$8,842,499	ManagementAndGeneralAmt
Fundraising	$1,866,135	FundraisingAmt

Total Joint Costs TotalJointCostsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$7,194,617	BOYAmt
EOY	$9,232,200	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$2,562,150	BOYAmt
EOY	$7,591,565	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$192,813	BOYAmt
EOY	$259,528	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$3,469,226	BOYAmt
EOY	$2,978,263	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$853,699	BOYAmt
EOY	$942,594	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$125,996,019	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$56,007,265	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$73,041,362	BOYAmt
EOY	$69,988,754	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$90,950,297	BOYAmt
EOY	$98,049,592	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$194,742,169	BOYAmt
EOY	$210,095,723	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,705,601	BOYAmt
EOY	$1,515,535	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$463,806	BOYAmt
EOY	$2,090,754	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$375,175,740	BOYAmt
EOY	$402,744,508	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$4,473,316	BOYAmt
EOY	$3,420,698	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$29,746,000	BOYAmt
EOY	$29,746,000	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$9,133,433	BOYAmt
EOY	$8,783,820	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$105,037	BOYAmt
EOY	$259,435	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$511,268	BOYAmt
EOY	$1,591,513	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$43,969,054	BOYAmt
EOY	$43,801,466	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	$200,355,493	BOYAmt
EOY	$211,374,550	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$130,851,193	BOYAmt
EOY	$147,568,492	EOYAmt

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$331,206,686	BOYAmt
EOY	$358,943,042	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$375,175,740	BOYAmt
EOY	$402,744,508	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$10,597,371	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$16,735,297	NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts	$0	DonatedServicesAndUseFcltsAmt
Investment Expense	$0	InvestmentExpenseAmt
Prior Period Adjustments	$0	PriorPeriodAdjustmentsAmt
Other Changes In Net Assets	$403,688	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	false	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	$5,645,824	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$13,416,190	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$10,624,532	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$9,690,281	CurrentTaxYearMinus1YearAmt
Current Tax Year	$17,829,118	CurrentTaxYearAmt
Total	$57,205,945	TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$5,645,824	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$13,416,190	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$10,624,532	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$9,690,281	CurrentTaxYearMinus1YearAmt
Current Tax Year	$17,829,118	CurrentTaxYearAmt
Total	$57,205,945	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$7,846,274	SubstantialContributorsTotAmt
Public Support Total170	$49,359,671	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$682,501	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,777,669	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,104,054	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,799,684	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,542,614	CurrentTaxYearAmt
Total	$9,906,522	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$159,652	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$414,328	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$489,909	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$603,811	CurrentTaxYearMinus1YearAmt
Current Tax Year	$384,079	CurrentTaxYearAmt
Total	$2,051,779	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$69,164,246	TotalSupportAmt
Gross Receipts Rltd Activities	$103,005,009	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.71366	PublicSupportCY170Pct
Public Support PY170	0.71241	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule A, Part II, Line 10 Other Income	FormAndLineReferenceDesc
Explanation	DESCRIPTION - FOOD SERVICE, COLUMN A - 159652.0, COLUMN B - 414328.0, COLUMN C - 489909.0, COLUMN D - 603811.0, COLUMN E - 384079.0, COLUMN F - 2051779.0;	ExplanationTxt

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	false	SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$254,008,139	BeginningYearBalanceAmt
Contributions	$1,045,672	ContributionsAmt
Investment Earnings Or Losses	$28,887,994	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$0	GrantsOrScholarshipsAmt
Other Expenditures	$9,907,842	OtherExpendituresAmt
Administrative Expenses	$0	AdministrativeExpensesAmt
End Year Balance	$274,033,963	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$227,436,091	BeginningYearBalanceAmt
Contributions	$13,276,172	ContributionsAmt
Investment Earnings Or Losses	$38,245,733	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$0	GrantsOrScholarshipsAmt
Other Expenditures	$24,949,857	OtherExpendituresAmt
Administrative Expenses	$0	AdministrativeExpensesAmt
End Year Balance	$254,008,139	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$281,801,089	BeginningYearBalanceAmt
Contributions	$916,360	ContributionsAmt
Investment Earnings Or Losses	-$44,048,646	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$0	GrantsOrScholarshipsAmt
Other Expenditures	$11,232,712	OtherExpendituresAmt
Administrative Expenses	$0	AdministrativeExpensesAmt
End Year Balance	$227,436,091	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$272,484,711	BeginningYearBalanceAmt
Contributions	$190,794	ContributionsAmt
Investment Earnings Or Losses	$18,752,430	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$0	GrantsOrScholarshipsAmt
Other Expenditures	$9,626,846	OtherExpendituresAmt
Administrative Expenses	$0	AdministrativeExpensesAmt
End Year Balance	$281,801,089	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$239,173,327	BeginningYearBalanceAmt
Contributions	$357,049	ContributionsAmt
Investment Earnings Or Losses	$41,446,305	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$0	GrantsOrScholarshipsAmt
Other Expenditures	$8,491,970	OtherExpendituresAmt
Administrative Expenses	$0	AdministrativeExpensesAmt
End Year Balance	$272,484,711	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.62	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.2	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.18	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$25,193,737	OtherCostOrOtherBasisAmt
Book Value	$25,193,737	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$73,287,808	OtherCostOrOtherBasisAmt
Depreciation	$34,161,787	DepreciationAmt
Book Value	$39,126,021	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$850,704	OtherCostOrOtherBasisAmt
Depreciation	$802,039	DepreciationAmt
Book Value	$48,665	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$11,764,518	OtherCostOrOtherBasisAmt
Depreciation	$11,284,730	DepreciationAmt
Book Value	$479,788	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$14,899,252	OtherCostOrOtherBasisAmt
Depreciation	$9,758,709	DepreciationAmt
Book Value	$5,140,543	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$69,988,754	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (4 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
Closely-held equity interests
Financial derivatives
PRIVATE INVESTMENT COMPANIES	$201,650,819	F
INVESTMENT RECEIVABLE	$8,444,904	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$210,095,723	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDesc	AmtAmt
Federal Income Taxes
LONG TERM LEASE LIABILITY	$1,082,278
ANNUITY & SPLIT-INTEREST LIABILITY	$509,235

Field	Value	IRS element (for citing)
Total Liability	$1,591,513	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$72,485,693	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$16,735,297	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$79,252	DonatedServicesAndUseFcltsAmt
Recoveries Prior Year Grants	$0	RecoveriesPriorYearGrantsAmt
Other Revenue	$5,389,153	OtherRevenueAmt
Revenue Not Reported	$22,203,702	RevenueNotReportedAmt
Revenue Subtotal	$50,281,991	RevenueSubtotalAmt
Investment Expenses Not Incld	$1,373,306	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	$0	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$1,373,306	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$51,655,297	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$44,749,337	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$79,252	DonatedServicesUseFcltsAmt
Prior Year Adjustments	$0	PriorYearAdjustmentsAmt
Other Expenses Included	$4,985,465	OtherExpensesIncludedAmt
Expenses Not Reported	$5,064,717	ExpensesNotReportedAmt
Expenses Subtotal	$39,684,620	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$1,373,306	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	$0	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$1,373,306	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$41,057,926	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule D, Part III, Line 4 Collections of art - description of collections	FS FOOTNOTE 1 - HISTORIC PROPERTIES AND COLLECTIONS: THE FOUNDATION HAS ELECTED NOT TO CAPITALIZE ITS HISTORIC PROPERTIES AND COLLECTIONS. THESE COLLECTIONS ARE RELATED TO THOMAS JEFFERSON AND HIS PLANTATION HOME, MONTICELLO. THE MOST PRECIOUS ARTIFACT IN THE COLLECTION IS THE HOUSE ITSELF AND THE SURROUNDING LANDSCAPE, WHICH WERE DESIGNED BY THOMAS JEFFERSON BETWEEN 1769 AND 1809. THE CURATORIAL COLLECTIONS CHIEFLY CONSIST OF PAINTINGS, DECORATIVE ARTS AND ARTIFACTS, APPROXIMATELY 2,600 OF WHICH RELATE DIRECTLY TO THOMAS JEFFERSON AND MONTICELLO, AND ABOUT 1,900 BOOKS WITH TITLES AND EDITIONS SELECTED TO DUPLICATE JEFFERSON'S ORIGINAL LIBRARY. ABOUT 40 OF THESE VOLUMES ARE JEFFERSON'S OWN COPIES. THE FOUNDATION'S RESTORATION DEPARTMENT IS DEDICATED TO THE ARCHITECTURAL PRESERVATION OF THE HOUSE, WHILE THE CURATORIAL COLLECTIONS ARE UNDER THE CARE OF A FULL CURATORIAL DEPARTMENT. THE FOUNDATION'S COLLECTIONS ARE MAINTAINED FOR PUBLIC EXHIBITION, EDUCATION, AND RESEARCH IN ORDER TO ADVANCE UNDERSTANDING OF JEFFERSON AND MONTICELLO IN FURTHERANCE OF PUBLIC SERVICE. THE FOUNDATION'S COLLECTIONS MANAGEMENT POLICY REQUIRES THAT THE PROCEEDS FROM THE SALE OF ANY ARTIFACT FROM THE FOUNDATION'S COLLECTION WOULD BE USED TO ACQUIRE ADDITIONAL ARTIFACTS FOR THE COLLECTION. THE FOUNDATION DOES NOT RECOGNIZE THE DONATIONS OF COLLECTION ITEMS AS CONTRIBUTION INCOME, AS THE COLLECTIONS ARE NOT CAPITALIZED.
Schedule D, Part V, Line 4 Intended uses of endowment funds	ALL ENDOWMENT INVESTMENTS ARE CLASSIFIED AS NONCURRENT ASSETS TO RECOGNIZE THE FOUNDATION'S INTENT TO CONTINUALLY REINVEST EARNINGS AND PRESERVE PRINCIPAL EXCEPT TO THE EXTENT OF ANY ANNUAL WITHDRAWALS IN ACCORDANCE WITH THE ENDOWMENT SPENDING POLICY. THE FOUNDATION HAS A POLICY OF APPROPRIATING 5% OF THE THREE-YEAR TRAILING AVERAGE OF MARKET VALUES OF ENDOWMENT FUNDS AS OF THE PRECEDING JUNE 30. IN ESTABLISHING THIS POLICY, THE FOUNDATION CONSIDERED ITS INVESTMENT POLICY OBJECTIVE OF ATTAINING AN AVERAGE REAL RETURN OF 5%. ACCORDINGLY, OVER THE LONG TERM, THE SPENDING POLICY WILL MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote	The Foundation has been determined by the Internal Revenue Services ("IRS") to be exempt from taxes on income derived from activities related to its exempt purpose under Section 501(c)(3) of the Internal Revenue Code and has been classified as an organization that is not a private foundation. However, the Foundation is subject to unrelated business income tax on certain activities which are unrelated to its exempt purpose. The Foundation has net operating loss carryforwards totaling approximately $2.8 million, with approximately $1.4 million expirations ranging from 2025 to 2037. A 100% valuation allowance has been recorded against this deferred tax asset because it is uncertain that the loss carryforward represents a future tax benefit. Jefferson Vineyards LLC is a limited liability company whose sole member is the Foundation. Consequently, Jefferson Vineyards LLC is a disregarded entity for federal and state income tax purposes. In accordance with U.S. GAAP, the Foundation recognizes tax liabilities for uncertain tax positions when it is more likely than not that a tax position will not be sustained upon examination and settlement with various taxing authorities. Liabilities for uncertain tax positions are measured based upon the largest amount of benefit that is greater than 50% likely of being realized upon settlement. The guidance on accounting for uncertainty in income taxes also addresses de-recognition, classification, interest and penalties on income taxes, and accounting in interim periods. With few exceptions, the Foundation is no longer subject to income tax examinations by the U.S. federal, state or local tax authorities for years ended December 31, 2021, and prior. Management has evaluated the Foundation's tax positions and has concluded that the Foundation has taken no uncertain tax positions that require adjustment to the consolidated financial statements to comply with the provisions of this guidance.
Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990	UNREALIZED GAIN / LOSS ON INTEREST RATE SWAPS - 403688 COST OF GOODS SOLD - 4985465
Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990	COST OF GOODS SOLD - 4985465

Schedule F IRS990ScheduleF

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean	Investments	$50,613,042
Europe (Including Iceland and Greenland)	Grantmaking	$15,000
East Asia and the Pacific	Grantmaking	$3,000

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	0	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	0	ContinuationTotalEmployeeCnt
Total Office	0	TotalOfficeCnt
Total Employee	0	TotalEmployeeCnt
Subtotal Spent	$50,631,042	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$50,631,042	TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (2 entries)

Type Of AssistanceTypeOfAssistanceTxt	RegionRegionTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt	Manner Of Cash DisbursementMannerOfCashDisbursementTxt	Non Cash AssistanceNonCashAssistanceAmt	Description Of Non Cash AsstDescriptionOfNonCashAsstTxt	Valuation Method UsedValuationMethodUsedDesc
FELLOWSHIPS - ROBERT H SMITH INT'L CENTER FOR JEFFERSON STUDIES	Europe (Including Iceland and Greenland)	4	$15,000	CHECK	$0	N/A	N/A
FELLOWSHIPS - ROBERT H SMITH INT'L CENTER FOR JEFFERSON STUDIES	East Asia and the Pacific	1	$3,000	CHECK	$0	N/A	N/A

Field	Value	IRS element (for citing)
Transfer To Foreign Corp	false	TransferToForeignCorpInd
Interest In Foreign Trust	false	InterestInForeignTrustInd
Foreign Corp Ownership	false	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	false	PassiveForeignInvestmestCoInd
Foreign Partnership	false	ForeignPartnershipInd
Boycott Countries	false	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds	GRANT EXPENDITURES RECEIVE AN ADDITIONAL LEVEL OF REVIEW BEFORE PAYMENT TO ENSURE THAT THE EXPENDITURE IS CONSISTENT WITH GRANT AND/OR GIFT DOCUMENTS. MONTHLY REPORTS ARE SENT TO GRANT PROGRAM PERSONNEL TO TRACK TOTAL GRANT EXPENDITURES.
Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements	CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual
Schedule F, Part III(c) Explanation of estimate for number of recipients	EAST ASIA AND THE PACIFIC:N/A
Schedule F, Part III Method used to account for expenditures on org's financial statements	EAST ASIA AND THE PACIFIC -Accrual EUROPE (INCLUDING ICELAND AND GREENLAND) -Accrual
Schedule F, Part V SCHEDULE F, PART I, LINE 2:	GRANT EXPENDITURES RECEIVE AN ADDITIONAL LEVEL OF REVIEW BEFORE PAYMENT TO ENSURE THAT THE EXPENDITURE IS CONSISTENT WITH GRANT AND/OR GIFT DOCUMENTS. MONTHLY REPORTS ARE SENT TO GRANT PROGRAM PERSONNEL TO TRACK TOTAL GRANT EXPENDITURES.

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Mail Solicitations	Yes (X)	MailSolicitationsInd
Email Solicitations	Yes (X)	EmailSolicitationsInd
Phone Solicitations	Yes (X)	PhoneSolicitationsInd
In Person Solicitations	Yes (X)	InPersonSolicitationsInd
Solicitation Of Non Govt Grants	Yes (X)	SolicitationOfNonGovtGrantsInd
Solicitation Of Govt Grants	Yes (X)	SolicitationOfGovtGrantsInd
Agrmt Prof Fundraising Acty	Yes (true)	AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	STEFANIE MATHEW STRATEGIES LLC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	24 COURTHOUSE SQUARE APT 605	AddressLine1Txt
City	ROCKVILLE	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	28050	ZIPCd

Field	Value	IRS element (for citing)
Activity	Stefanie Mathew was hired as Corporate Partnerships Consultant in 2024 to help the Thomas Jefferson Foundation establish a sustainable corporate partnership strategy, ultimately engaging key stakeholders and generating new revenue. Stefanie worked with Development staff to identify a slate of prospective corporate partners and prepare an approach spanning from research and planning to proposal, negotiation, and commitment.	ActivityTxt
Fundraiser Control Of Funds	false	FundraiserControlOfFundsInd
Gross Receipts	$10,000	GrossReceiptsAmt
Retained By Contractor	$222,000	RetainedByContractorAmt
Net To Organization	-$212,000	NetToOrganizationAmt

Field	Value	IRS element (for citing)
Total Gross Receipts	$10,000	TotalGrossReceiptsAmt
Total Retained By Contractors	$222,000	TotalRetainedByContractorsAmt
Total Net To Organization	-$212,000	TotalNetToOrganizationAmt
Licensed States	CA	LicensedStatesCd
Licensed States	CO	LicensedStatesCd
Licensed States	CT	LicensedStatesCd
Licensed States	DC	LicensedStatesCd
Licensed States	FL	LicensedStatesCd
Licensed States	GA	LicensedStatesCd
Licensed States	AL	LicensedStatesCd
Licensed States	HI	LicensedStatesCd
Licensed States	IL	LicensedStatesCd
Licensed States	KS	LicensedStatesCd
Licensed States	KY	LicensedStatesCd
Licensed States	ME	LicensedStatesCd
Licensed States	AK	LicensedStatesCd
Licensed States	MD	LicensedStatesCd
Licensed States	MA	LicensedStatesCd
Licensed States	MI	LicensedStatesCd
Licensed States	MN	LicensedStatesCd
Licensed States	MS	LicensedStatesCd
Licensed States	MO	LicensedStatesCd
Licensed States	NH	LicensedStatesCd
Licensed States	NJ	LicensedStatesCd
Licensed States	NM	LicensedStatesCd
Licensed States	NY	LicensedStatesCd
Licensed States	NC	LicensedStatesCd
Licensed States	ND	LicensedStatesCd
Licensed States	OH	LicensedStatesCd
Licensed States	OK	LicensedStatesCd
Licensed States	OR	LicensedStatesCd
Licensed States	PA	LicensedStatesCd
Licensed States	RI	LicensedStatesCd
Licensed States	SC	LicensedStatesCd
Licensed States	TN	LicensedStatesCd
Licensed States	UT	LicensedStatesCd
Licensed States	VA	LicensedStatesCd
Licensed States	AR	LicensedStatesCd
Licensed States	WA	LicensedStatesCd
Licensed States	WV	LicensedStatesCd
Licensed States	WI	LicensedStatesCd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule G, Part I, Line 2b(ii) Describe the custody or control arrangement.	STEFANIE MATHEW STRATEGIES LLC-N/A;
Schedule G, Part I, Line 2b(v) payment of fees or payment of expenses	STEFANIE MATHEW STRATEGIES LLC-N/A;

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JEFFERSON SCHOOL AFRICAN AMERICAN HERITAGE CENTER	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	233 4TH STREET NW	AddressLine1Txt
City	CHARLOTTESVILLE	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	22903	ZIPCd

Field	Value	IRS element (for citing)
Recipient EIN	475411481	RecipientEIN
IRC Section	501(c)(3)	IRCSectionDesc
Cash Grant	$10,000	CashGrantAmt
Non Cash Assistance	$0	NonCashAssistanceAmt
Valuation Method Used	N/A	ValuationMethodUsedDesc
Non Cash Assistance	N/A	NonCashAssistanceDesc
Purpose Of Grant	CITIZEN SERVICE AWARD	PurposeOfGrantTxt

Field	Value	IRS element (for citing)
Total501c3 Org	1	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt	Non Cash AssistanceNonCashAssistanceAmt	Valuation Method UsedValuationMethodUsedDesc	Non Cash AssistanceNonCashAssistanceDesc
EDUCATION SCHOLARSHIP EXPENSE	4996	$83,331	$0	N/A	N/A
PROMISE GRANT AWARDS	6	$24,855	$0	N/A	N/A
FELLOWSHIP EXPENSE	8	$80,000	$0	N/A	N/A

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds	FormAndLineReferenceDesc
Explanation	THE ROBERT H. SMITH INTERNATIONAL CENTER FOR JEFFERSON STUDIES FELLOWSHIP AWARDS ARE MADE TO DOCTORAL CANDIDATES AND POSTDOCTORAL SCHOLARS WORKING ON THOMAS JEFFERSON RELATED OR THOMAS JEFFERSON ERA PROJECTS. MOST ARE EXPECTED TO BE IN RESIDENCE AT THE ROBERT H. SMITH INTERNATIONAL CENTER FOR JEFFERSON STUDIES, WHERE THEY HAVE ACCESS TO THE FOUNDATION'S EXPERT STAFF AND RESEARCH HOLDINGS AT THE JEFFERSON LIBRARY AS WELL AS THOSE OF THE UNIVERSITY OF VIRGINIA. POTENTIAL FELLOWS MUST SUBMIT A SUCCINCT DESCRIPTION OF THE RESEARCH PROJECT (500 WORDS), ONE-PARAGRAPH SUMMARY OF THE PROJECT AND A RESUME. AWARDS ARE MADE TWICE YEARLY. THE APPLICATIONS ARE REVIEWED BY A SELECTION COMMITTEE CONSISTING OF SEVERAL FOUNDATION STAFF MEMBERS AND PROFESSORS AT THE UNIVERSITY OF VIRGINIA HISTORY DEPARTMENT. THE FELLOWSHIP AWARDS ARE GIVEN FOR THE MOST WORTHY PROPOSALS. THE MONTICELLO TEACHER INSTITUTE (MTI) FELLOWSHIP AWARDS ARE MADE TO FULL-TIME SOCIAL STUDIES TEACHERS. IN-TOWN ACCOMMODATIONS AND TRANSPORTATION ARE INCLUDED IN THE MTI FELLOWSHIP AWARD. POTENTIAL FELLOWS ARE CHOSEN BY A SELECTION COMMITTEE BASED ON EVIDENCE OF THE APPLICANT'S SUCCESS AS A TEACHER; DEMONSTRATION THAT THE FELLOWSHIP WILL RELATE TO THE TEACHING SKILLS AND NEEDS OF THE APPLICANT; AND THE COMMITMENT AND QUALIFICATIONS OF THE APPLICANT TO UNDERTAKE A CONCENTRATED STUDY RELATING TO THE LIFE AND TIMES OF THOMAS JEFFERSON, INCLUDING BASIC RESEARCH SKILLS, WRITING PROFICIENCY, AND COMPETENCY USING DIGITAL EDUCATION TOOLS AND TECHNOLOGY. PARTICIPANTS ARE ASKED TO SUBMIT A FINAL REPORT DETAILING THEIR FELLOWSHIP EXPERIENCE, AS WELL AS EDUCATIONAL MATERIALS SUITABLE FOR PUBLICATION ON MONTICELLO'S DIGITAL CLASSROOM WEBSITE. THE FOUNDATION MAINTAINS MULTIPLE CHILDREN'S EDUCATION SCHOLARSHIP FUNDS THAT PROVIDE VISITS TO MONTICELLO, INCLUDING TRANSPORTATION, FREE OF CHARGE. SOME FUNDS AWARD SCHOLARSHIPS TO SCHOOLS IN LOW-INCOME DISTRICTS WITHIN THE STATE OF VIRGINIA. ONE FUND SPECIFICALLY PROVIDES SCHOLARSHIPS FOR ELEMENTARY SCHOOL CHILDREN IN THE AREAS SURROUNDING MONTICELLO. THE PURPOSE OF THESE PROGRAMS IS TO ENRICH STUDENTS' UNDERSTANDING OF THE LIVES OF THOMAS JEFFERSON, HIS FAMILY, AND THE ENSLAVED COMMUNITY AT MONTICELLO. ADDITIONALLY, THE PROGRAMS PROVIDE VALUABLE HISTORICAL INFORMATION TO ENABLE STUDENTS TO UNDERSTAND THE BASIC VALUES, PRINCIPLES, AND OPERATION OF AMERICAN CONSTITUTIONAL DEMOCRACY. GETTING WORD PROMISE GRANTS PROVIDE SCHOLARSHIPS TO PROVIDE FOR CONTINUING EDUCATION (INCLUDING COLLEGE, COMMUNITY COLLEGE, AND VOCATIONAL SCHOOL) TO STUDENTS WHOSE FAMILIES HAVE BEEN PARTICIPANTS IN THE FOUNDATION'S "GETTING WORD" AFRICAN AMERICAN ORAL HISTORY PROJECT. ELIGIBILITY, AMOUNT OF AWARD, AND DURATION OF THE PROMISE GRANT SCHOLARSHIP ARE DETERMINED BY THE FOUNDATION.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Compensation Committee	Yes (X)	CompensationCommitteeInd
Written Employment Contract	Yes (X)	WrittenEmploymentContractInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	Yes (true)	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (true)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	false	AnyNonFixedPaymentsInd
Initial Contract Exception	Yes (true)	InitialContractExceptionInd
Rebuttable Presumption Proc	Yes (true)	RebuttablePresumptionProcInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
LESLIE GREENE BOWMAN
FORMER PRESIDENT	$0	$0	$0	$0	$693,130	$0	$0	$0	$0	$0	$693,130	$0	$259,663	$0
JANE KAMENSKY PHD
PRESIDENT & CEO (FROM 1/15)	$604,164	$0	$0	$0	$0	$0	$0	$0	$11,759	$0	$615,923	$0	$0	$0
CHRISTINE P BARTH
VP & CFO	$320,148	$0	$0	$0	$0	$0	$14,361	$0	$10,278	$0	$344,787	$0	$0	$0
PETER G HALLOCK
INTERIM PRESIDENT (1/1 - 1/14)	$259,726	$0	$0	$0	$0	$0	$15,953	$0	$7,760	$0	$283,439	$0	$0	$0
LAURA NICHOLS
VP EXTERNAL RELATIONS	$130,000	$0	$25,000	$0	$175	$0	$0	$0	$1,759	$0	$156,934	$0	$0	$0
JOHN J LOONEY
EDITOR, THOMAS JEFFERSON PAPER	$177,417	$0	$0	$0	$0	$0	$10,702	$0	$5,029	$0	$193,148	$0	$0	$0
ANDREW R HUFF
DIRECTOR OF IT	$151,722	$0	$0	$0	$0	$0	$9,687	$0	$10,844	$0	$172,253	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule J, Part I, Line 4a Severance or change-of-control payment	LESLIE GREENE BOWMAN - RECEIVED $352,552 FOR SEVERANCE PAY.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan	LESLIE GREENE BOWMAN - RECEIVED A $340,578 PAYMENT FROM A NONQUALIFIED DEFERRED COMPENSATION PLAN.
Schedule J, Part I, Line 8 Payments on contract that is subject to the initial contract exception	NEW PRESIDENT ENTERED INTO AN INITIAL CONTRACT WITH THE FOUNDATION EFFECTIVE JANUARY 15, 2024. NEW CFO ENTERED INTO AN INITIAL CONTRACT WITH THE FOUNDATION EFFECTIVE APRIL 27, 2024. BOTH CONTRACTS ARE SUBJECT TO THE INTITIAL CONTRACT EXCEPTION. PRESIDENT AND CFO ARE PAID A FIXED BI-MONTHLY SALARY BASED ON THESE CONTRACTS.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd

Issuer Name IssuerName

Field	Value	IRS element (for citing)
Business Name Line1	EDA OF ALBEMARLE COUNTY VIRGINIA	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Bond Issuer EIN	521297503	BondIssuerEIN
CUSIP	01266PAB7	CUSIPNum
Bond Issued	2021-12-20	BondIssuedDt
Issue Price	$29,840,000	IssuePriceAmt
Purpose	SEE PART VI	PurposeDesc
Defeased	false	DefeasedInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
Pool Financing	false	PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Retired	$0	RetiredAmt
Bond Defeased	$0	BondDefeasedAmt
Total Proceeds	$0	TotalProceedsAmt
In Reserve Fund	$29,840,000	InReserveFundAmt
Capitalized Interest	$0	CapitalizedInterestAmt
Refunding Escrow	$0	RefundingEscrowAmt
Issuance Costs From Proceeds	$0	IssuanceCostsFromProceedsAmt
Credit Enhancement	$0	CreditEnhancementAmt
Working Capital Expenditures	$0	WorkingCapitalExpendituresAmt
Capital Expenditures	$0	CapitalExpendituresAmt
Other Spent Proceeds	$0	OtherSpentProceedsAmt
Unspent	$0	UnspentAmt
Substantial Completion	2009	SubstantialCompletionYr
Refunding Tax Exempt Bonds	Yes (true)	RefundingTaxExemptBondsInd
Refunding Taxable Bonds	false	RefundingTaxableBondsInd
Final Allocation Made	Yes (true)	FinalAllocationMadeInd
Adequate Books And Rec Maint	Yes (true)	AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Owning Bond Financed Property	false	OwningBondFinancedPropertyInd
Any Lease Arrangements	false	AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd Prop	false	MgmtContractBondFincdPropInd
Engage Bond Counsel Contracts	false	EngageBondCounselContractsInd
Any Research Agreements	false	AnyResearchAgreementsInd
Engage Bond Counsel Research	false	EngageBondCounselResearchInd
Private Bus Use By Others	0.0	PrivateBusUseByOthersPct
Private Bus Concerning UBI	0.0	PrivateBusConcerningUBIPct
Total Private Business Use	0.0	TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt Test	false	BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop	false	ChangeInUseBondFinancedPropInd
Change In Use Bond Financed Prop	0	ChangeInUseBondFinancedPropPct
Remedial Action Taken	false	RemedialActionTakenInd
Procs Nonqualified Bond Remdtd	Yes (true)	ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Form8038 T Filed	Yes (true)	Form8038TFiledInd
Rebate Not Due Yet	false	RebateNotDueYetInd
Exception To Rebate	false	ExceptionToRebateInd
No Rebate Due	false	NoRebateDueInd
Variable Rate Issue	Yes (true)	VariableRateIssueInd
Hedge Identified In Bks And Rec	false	HedgeIdentifiedInBksAndRecInd
Term Of Hedge	0	TermOfHedgePct
Superintegrated Hedge	false	SuperintegratedHedgeInd
Hedge Terminated	false	HedgeTerminatedInd
Gross Proceeds Invested In GIC	false	GrossProceedsInvestedInGICInd
Term Of GIC	0	TermOfGICPct
Regulatory Safe Harbor Stsfd	false	RegulatorySafeHarborStsfdInd
Gross Proceeds Invested	false	GrossProceedsInvestedInd
Written Proc To Monitor Reqs	Yes (true)	WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Procedures Corrective Action	Yes (true)	ProceduresCorrectiveActionInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule K, Part I Line A(F)	CURRENT REFUNDING OF ISSUER'S VARIABLE RATE REVENUE BONDS (THOMAS JEFFERSON FOUNDATION, INC.), SERIES 2007, ISSUED ON JUNE 27, 2007 TO FINANCE THE COSTS OF CONSTRUCTION OF A VISITOR CENTER.
Schedule K, Part V Different Procedures to Undertake Corrective Action	Issuer name: EDA OF ALBEMARLE COUNTY, VIRGINIA N/A

Schedule M IRS990ScheduleM

Books And Publications BooksAndPublicationsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Noncash Contributions Rpt F990	$39,210	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Market value	MethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Contribution	10	ContributionCnt
Noncash Contributions Rpt F990	$283,711	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Market value	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Form8283 Received	0	Form8283ReceivedCnt
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (true)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	false	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule M, Part I Explanations of reporting method for number of contributions	FormAndLineReferenceDesc
Explanation	Securities - Publicly traded - N/A THE ORGANIZATION REPORTS THE NUMBER OF CONTRIBUTIONS. Books and publications - THE ORGANIZATION REPORTS THE NUMBER OF CONTRIBUTIONS.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part III, Line 1 ORGANIZATION'S MISSION	THE THOMAS JEFFERSON FOUNDATION'S MISSION IS TWO-FOLD: PRESERVATION - TO CONSERVE, PROTECT, AND MAINTAIN MONTICELLO IN A MANNER THAT LEAVES IT ENHANCED AND UNIMPAIRED FOR FUTURE GENERATIONS AND EDUCATION - TO INTERPRET AND PRESENT THOMAS JEFFERSON, HIS FAMILY, AND THOSE HE HELD IN SLAVERY TO THE WIDEST POSSIBLE AUDIENCES, INCLUDING SCHOLARS AND THE GENERAL PUBLIC. THE FOUNDATION'S TWENTY-FIRST CENTURY VISION IS TO BRING HISTORY FORWARD INTO NATIONAL AND GLOBAL DIALOGUES.
Form 990, Part VI, Line 11b Review of form 990 by governing body	THE FOUNDATION'S FORM 990 IS REVIEWED AND APPROVED BY MANAGEMENT AND THEN FORWARDED TO THE AUDIT COMMITTEE FOR REVIEW. UPON APPROVAL BY THE AUDIT COMMITTEE, THE FORM 990 IS DISTRIBUTED TO ALL MEMBERS OF THE BOARD OF TRUSTEES AND THEN SUBSEQUENTLY FILED WITH THE IRS.
Form 990, Part VI, Line 12c Conflict of interest policy	THE FOUNDATION HAS A WRITTEN "ETHICS POLICY AND CODE OF CONDUCT" WHICH REQUIRES THE BOARD OF TRUSTEES, EMPLOYEES, INTERNS, AND VOLUNTEERS TO ANNUALLY REVIEW THE POLICY AND DISCLOSE IN WRITING ANY POTENTIAL CONFLICTS OF INTEREST.
Form 990, Part VI, Line 15a Process to establish compensation of top management official	THE EXECUTIVE COMMITTEE REVIEWS COMPENSATION FOR THE PRESIDENT / CEO ANNUALLY. THE FOUNDATION REGULARLY USES SALARY INFORMATION OBTAINED FROM THE FOLLOWING SALARY SURVEYS: ASSOCIATION OF ART MUSEUM DIRECTORS, QUATT NATIONWIDE MUSEUM AND CULTURAL INSTITUTION COMPENSATION SURVEY, AND THE QUATT NOT FOR PROFIT COMPENSATION SURVEY. THE EXECUTIVE COMMITTEE REVIEWS THE SURVEY INFORMATION AS COMPARED WITH THE SALARY PAID TO OFFICERS AND UPPER MANAGEMENT, GIVES INPUT, AND APPROVES THE COMPENSATION. THE EXECUTIVE COMMITTEE HAS THE FINAL APPROVAL FOR ALL OFFICER AND KEY EMPLOYEE COMPENSATION. THE EXECUTIVE COMMITTEE DOCUMENTS ITS REVIEW AND APPROVAL WITHIN THE MINUTES OF THE EXECUTIVE COMMITTEE MEETING.
Form 990, Part VI, Line 15b Process to establish compensation of other employees	THE EXECUTIVE COMMITTEE REVIEWS COMPENSATION FOR THE VP / CFO & OTHER SENIOR MANAGEMENT ANNUALLY. THE FOUNDATION REGULARLY USES SALARY INFORMATION OBTAINED FROM THE FOLLOWING SALARY SURVEYS: ASSOCIATION OF ART MUSEUM DIRECTORS, QUATT NATIONWIDE MUSEUM AND CULTURAL INSTITUTION COMPENSATION SURVEY, AND THE QUATT NOT FOR PROFIT COMPENSATION SURVEY. THE EXECUTIVE COMMITTEE REVIEWS THE SURVEY INFORMATION AS COMPARED WITH THE SALARY PAID TO OFFICERS AND UPPER MANAGEMENT, GIVES INPUT, AND APPROVES THE COMPENSATION. THE EXECUTIVE COMMITTEE HAS THE FINAL APPROVAL FOR ALL OFFICER AND KEY EMPLOYEE COMPENSATION. THE EXECUTIVE COMMITTEE DOCUMENTS ITS REVIEW AND APPROVAL WITHIN THE MINUTES OF THE EXECUTIVE COMMITTEE MEETING.
Form 990, Part VI, Line 19 Required documents available to the public	THE FOUNDATION DOES NOT PUBLISH ITS ORGANIZATIONAL DOCUMENTS OR ITS "ETHICS POLICY AND CODE OF CONDUCT". THE FOUNDATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE FOR DOWNLOAD VIA THE MONTICELLO.ORG WEBSITE.
Form 990, Part XI, Line 9 Other changes in net assets or fund balances	UNREALIZED LOSS ON INTEREST RATE SWAP CONTRACT - 403688; Total - 403688;

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	JEFFERSON VINEYARDS LLC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1070 MONTICELLO LOOP	AddressLine1Txt
City	CHARLOTTESVILLE	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	22902	ZIPCd

Field	Value	IRS element (for citing)
EIN	884159329	EIN
Primary Activities	VINEYARD	PrimaryActivitiesTxt
Legal Domicile State	VA	LegalDomicileStateCd
Total Income	$1,703,896	TotalIncomeAmt
End Of Year Assets	$15,070,312	EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	TJFINC	BusinessNameLine1Txt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule R, Part I	FormAndLineReferenceDesc
Explanation	IN OCTOBER 2022, THE FOUNDATION CREATED THE WHOLLY OWNED VIRGINIA LIMITED LIABILITY COMPANY, TJF ACQUISITION LLC (TJF ACQUISITION), AS A HOLDING ENTITY FOR A PLANNED BUSINESS PURCHASE. TJF ACQUISITION WAS LATER RENAMED JEFFERSON VINEYARDS LLC. EFFECTIVE DECEMBER 31, 2023, JEFFERSON VINEYARDS LLC PURCHASED CERTAIN LAND PARCELS AND ASSETS PREVIOUSLY OWNED BY JEFFERSON VINEYARDS LP AND WNG LLC (COLLECTIVELY DOING BUSINESS AS JEFFERSON VINEYARDS). JEFFERSON VINEYARDS IS ENGAGED IN THE MANUFACTURE, MARKETING AND SELLING OF WINE, AS WELL AS CERTAIN FARMING OPERATIONS. JEFFERSON VINEYARDS' EXISTING EMPLOYEES WERE OFFERED CONTINUED EMPLOYMENT WITH THE FOUNDATION AS OF JANUARY 1, 2023.	ExplanationTxt