THOMAS JEFFERSON FOUNDATION INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS JEFFERSON FOUNDATION INC (EIN 54-0505959)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-13
- IRS object ID
- 201513179349301946
- Schema version
- 2014v5.0
- 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 I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-13T10:42:57-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 540504608 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROWN EDWARDS & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2102 LANGHORNE ROAD SUITE 200 | AddressLine1Txt |
| City | LYNCHBURG | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 245011121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | 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 | 4349849806 | 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 | LAURA TERRY | PersonNm |
| Person Title | VICE PRESIDENT & CFO | PersonTitleTxt |
| Phone | 4349849806 | PhoneNum |
| Signature | 2015-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUSAN ACKLEY | PreparerPersonNm |
| PTIN | P00025524 | PTIN |
| Phone | 4349489000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LESLIE G BOWMAN | PrincipalOfficerNm |
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 | $43,643,610 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | 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 THOMAS JEFFERSON FOUNDATION'S MISSION IS TO PRESERVE MONTICELLO AND EDUCATE THE WIDEST AUDIENCE REGARDING THOMAS JEFFERSON INCLUDING SCHOLARS AND THE GENERAL PUBLIC. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 459 | TotalEmployeeCnt |
| Total Volunteers | 176 | TotalVolunteersCnt |
| Total Gross UBI | $592,294 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$57,733 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $19,509,123 | PYContributionsGrantsAmt |
| CY Contributions Grants | $22,113,442 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $8,580,573 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $8,584,155 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,698,037 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,774,020 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,659,681 | PYOtherRevenueAmt |
| CY Other Revenue | $4,567,745 | CYOtherRevenueAmt |
| PY Total Revenue | $37,447,414 | PYTotalRevenueAmt |
| CY Total Revenue | $40,039,362 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $87,419 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $97,810 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $12,021,926 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $13,365,560 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,676,418 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $12,428,327 | PYOtherExpensesAmt |
| CY Other Expenses | $14,048,675 | CYOtherExpensesAmt |
| PY Total Expenses | $24,537,672 | PYTotalExpensesAmt |
| CY Total Expenses | $27,512,045 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $12,909,742 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $12,527,317 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $287,185,592 | TotalAssetsBOYAmt |
| Total Assets EOY | $312,126,696 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $35,832,154 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $38,968,377 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $251,353,438 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $273,158,319 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| 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. EDUCATION - TO INTERPRET AND PRESENT THOMAS JEFFERSON TO THE WIDEST POSSIBLE AUDIENCES, INCLUDING SCHOLARS AND THE GENERAL PUBLIC. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $17,392,145 | ExpenseAmt |
| Revenue | $12,585,492 | 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 435,000 PEOPLE VISIT 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 RETAIL. 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. $103,880 IN DONATED SERVICES AND EQUIPMENT WERE USED IN CONJUNCTION WITH THE ADMISSIONS PROGRAM. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,305,798 | ExpenseAmt |
| Grant | $97,810 | GrantAmt |
| Desc | THE THOMAS JEFFERSON FOUNDATION OPERATES THE ROBERT H. SMITH INTERNATIONAL CENTER FOR JEFFERSON STUDIES (ICJS), WHICH HOUSES THE THOMAS JEFFERSON LIBRARY. THE CENTER IS ALSO DEVOTED TO RESEARCH AND EDUCATION OF THE GENERAL PUBLIC AS WELL AS SCHOLARLY RESEARCH AND PUBLICATIONS, THROUGH THE JEFFERSON LIBRARY, ARCHAEOLOGICAL RESEARCH AND PUBLICATION, AND OTHER ADULT EDUCATION PROGRAMS. THE ICJS ALSO IS RESPONSIBLE FOR THE RESEARCH AND PUBLICATION OF 23 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". $17,018 IN DONATED SERVICES AND EQUIPMENT WERE USED IN CONJUNCTION WITH THE ICJS PROGRAM. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $21,697,943 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 73 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 459 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | 1 | Form8899Filedind |
| Form1098 C Filed | Yes (1) | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| 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 | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | 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 | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | 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 | 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 | 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 | 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 | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAURA B TERRY CFO | 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 | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| DONALD A KING JR | ||||||||
| CHAIRMAN | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DAVID R GOODE | ||||||||
| VICE CHAIRMAN AND TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LIBBY H O'CONNELL | ||||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOHN H BIRDSALL | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JF BRYAN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HARLAN CROW | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GINGER HUANG DIETRICH | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GLYNN D KEY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| FRITZ R KUNDRUN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD A MAYO | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JON MEACHAM | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHARLOTTE MOSS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PAMELA REYNOLDS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GILBERT P SCHAFER III | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHELLE SMITH | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN CHARLES THOMAS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LESLIE G BOWMAN | ||||||||
| PRESIDENT | 50.00 | Yes (X) | $376,446 | $0 | $77,703 | |||
| ANN H TAYLOR | ||||||||
| EXECUTIVE VICE PRESIDENT | 50.00 | Yes (X) | $226,202 | $0 | $16,858 | |||
| LAURA B TERRY | ||||||||
| VICE PRESIDENT & CFO | 50.00 | Yes (X) | $85,922 | $0 | $1,846 | |||
| ANDREW J O'SHAUGHNESSY | ||||||||
| SAUNDERS DIR-RH SMITH ICJS | 50.00 | $150,061 | $0 | $14,525 | Yes (X) | |||
| SUSAN R STEIN | ||||||||
| RICHARD GILDER CURATOR &VP | 50.00 | $147,495 | $0 | $12,685 | Yes (X) | |||
| KENNETH L MITCHELL | ||||||||
| ASSISTANT VICE PRESIDENT | 50.00 | $129,604 | $0 | $13,254 | Yes (X) | |||
| GARY L SANDLING | ||||||||
| VICE PRESIDENT VISITOR SER | 50.00 | $119,653 | $0 | $9,115 | Yes (X) | |||
| JOHN J LOONEY | ||||||||
| EDITOR, THOMAS JEFFERSON P | 50.00 | $118,528 | $0 | $13,731 | Yes (X) | |||
| JOSHUA J SCOTT | ||||||||
| DIRECTOR OF DEVELOPMENT | 50.00 | $117,157 | $0 | $10,047 | Yes (X) | |||
| VICTORIA W JONES | ||||||||
| FORMER VICE PRESIDENT & CFO | 50.00 | Yes (X) | $31,504 | $0 | $2,375 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,502,572 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $172,139 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FAULCONER CONSTRUCTION | |||||
| PO BOX 7706 | CHARLOTTESVILLE | VA | 22906 | CONSTRUCTION | $1,479,742 |
| SULLIVAN MECHANICAL CONTRACTORS INC | |||||
| PO BOX 304 | SHENANDOAH | VA | 22849 | CONSTRUCTION | $1,205,809 |
| R A SIMMONS WILL DRILLING CO INC | |||||
| 60 DRILL RIG DRIVE | BUCHANAN | VA | 24066 | CONSTRUCTION | $413,260 |
| PROGRESS PRINTING | |||||
| 2677 WATERLICK ROAD | LYNCHBURG | VA | 24502 | PRINTING | $358,832 |
| W W ASSOCIATES INC | |||||
| PO BOX 4119 | LYNCHBURG | VA | 24502 | CONSTRUCTION | $249,176 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 18 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $5,887 | FederatedCampaignsAmt |
| Government Grants | $8,813 | GovernmentGrantsAmt |
| All Other Contributions | $22,098,742 | AllOtherContributionsAmt |
| Noncash Contributions | $187,965 | NoncashContributionsAmt |
| Total Contributions | $22,113,442 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| ADMISSIONS FEES | 900099 | $8,099,326 | $8,099,326 | |
| OTHER PROGRAM INCOME | 900099 | $240,957 | $240,957 | |
| EDUCATION PROGRAM | 900099 | $136,955 | $136,955 | |
| FOOD SERVICE SALES | 453220 | $106,917 | $106,917 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $8,584,155 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,432,826 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$422,528 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,855,354 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,524 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $28,524 | RelatedOrExemptFuncIncomeAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $106,631 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $106,631 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $106,631 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $106,631 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,603,383 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $262,189 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,341,194 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,341,194 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $555,331 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,785,863 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $7,774,649 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $3,342,059 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,432,590 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,973,099 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $459,491 | UnrelatedBusinessRevenueAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $40,039,362 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,585,492 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $592,294 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,748,134 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,563 | TotalAmt |
| Program Services | $32,563 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,247 | TotalAmt |
| Program Services | $65,247 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $694,444 | TotalAmt |
| Program Services | $151,463 | ProgramServicesAmt |
| Management And General | $542,981 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,149,577 | TotalAmt |
| Program Services | $8,751,052 | ProgramServicesAmt |
| Management And General | $704,403 | ManagementAndGeneralAmt |
| Fundraising | $694,122 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $453,370 | TotalAmt |
| Program Services | $368,075 | ProgramServicesAmt |
| Management And General | $55,678 | ManagementAndGeneralAmt |
| Fundraising | $29,617 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,240,308 | TotalAmt |
| Program Services | $1,043,173 | ProgramServicesAmt |
| Management And General | $143,048 | ManagementAndGeneralAmt |
| Fundraising | $54,087 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $827,861 | TotalAmt |
| Program Services | $692,452 | ProgramServicesAmt |
| Management And General | $86,387 | ManagementAndGeneralAmt |
| Fundraising | $49,022 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,167 | TotalAmt |
| Program Services | $25,990 | ProgramServicesAmt |
| Management And General | $113,177 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,949 | TotalAmt |
| Management And General | $68,949 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $493,298 | TotalAmt |
| Management And General | $493,298 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,373,331 | TotalAmt |
| Program Services | $974,652 | ProgramServicesAmt |
| Management And General | $297,529 | ManagementAndGeneralAmt |
| Fundraising | $101,150 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $397,705 | TotalAmt |
| Program Services | $375,428 | ProgramServicesAmt |
| Management And General | $22,277 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,489,060 | TotalAmt |
| Program Services | $1,286,499 | ProgramServicesAmt |
| Management And General | $145,087 | ManagementAndGeneralAmt |
| Fundraising | $57,474 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $589,361 | TotalAmt |
| Program Services | $496,118 | ProgramServicesAmt |
| Management And General | $74,594 | ManagementAndGeneralAmt |
| Fundraising | $18,649 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $357 | TotalAmt |
| Program Services | $357 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $675,589 | TotalAmt |
| Program Services | $605,815 | ProgramServicesAmt |
| Management And General | $66,078 | ManagementAndGeneralAmt |
| Fundraising | $3,696 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $823,171 | TotalAmt |
| Program Services | $555,335 | ProgramServicesAmt |
| Management And General | $68,144 | ManagementAndGeneralAmt |
| Fundraising | $199,692 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,089,952 | TotalAmt |
| Program Services | $1,053,686 | ProgramServicesAmt |
| Management And General | $36,266 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,151,895 | TotalAmt |
| Program Services | $2,342,553 | ProgramServicesAmt |
| Management And General | $620,199 | ManagementAndGeneralAmt |
| Fundraising | $189,143 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $349,451 | TotalAmt |
| Management And General | $349,451 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EQUIPMENT RENTAL AND MA | $1,335,653 | $1,059,360 | $129,617 | $146,676 |
| PRINTING AND PUBLICATIO | $847,836 | $745,971 | $17,613 | $84,252 |
| SHIPPING & HANDLING | $543,222 | $543,222 | ||
| CONSERVATION AND COLLEC | $396,054 | $396,054 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $284,624 | TotalAmt |
| Program Services | $132,878 | ProgramServicesAmt |
| Management And General | $102,908 | ManagementAndGeneralAmt |
| Fundraising | $48,838 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,512,045 | TotalAmt |
| Program Services | $21,697,943 | ProgramServicesAmt |
| Management And General | $4,137,684 | ManagementAndGeneralAmt |
| Fundraising | $1,676,418 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,798,628 | BOYAmt |
| EOY | $16,766,226 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,635,294 | BOYAmt |
| EOY | $17,203,163 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $211,194 | BOYAmt |
| EOY | $142,970 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,746,673 | BOYAmt |
| EOY | $1,670,903 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $573,165 | BOYAmt |
| EOY | $677,237 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $93,740,348 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $22,938,411 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,340,267 | BOYAmt |
| EOY | $70,801,937 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,922,544 | BOYAmt |
| EOY | $39,672,466 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,389,804 | BOYAmt |
| EOY | $164,617,458 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $568,023 | BOYAmt |
| EOY | $574,336 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $287,185,592 | BOYAmt |
| EOY | $312,126,696 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,139,569 | BOYAmt |
| EOY | $2,424,659 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,776,000 | BOYAmt |
| EOY | $29,746,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,916,585 | BOYAmt |
| EOY | $6,797,718 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,832,154 | BOYAmt |
| EOY | $38,968,377 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $154,240,299 | BOYAmt |
| EOY | $161,393,656 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,612,556 | BOYAmt |
| EOY | $71,134,748 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,500,583 | BOYAmt |
| EOY | $40,629,915 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $251,353,438 | BOYAmt |
| EOY | $273,158,319 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $287,185,592 | BOYAmt |
| EOY | $312,126,696 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $12,527,317 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $12,352,247 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $155,061 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | -$3,229,744 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,831,598 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,449,190 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,767,020 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,509,123 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,113,442 | CurrentTaxYearAmt |
| Total | $68,670,373 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,831,598 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,449,190 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,767,020 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,509,123 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,113,442 | CurrentTaxYearAmt |
| Total | $68,670,373 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $31,646,514 | SubstantialContributorsTotAmt |
| Public Support Total170 | $37,023,859 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $891,729 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $658,810 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $988,644 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $973,456 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,567,981 | CurrentTaxYearAmt |
| Total | $5,080,620 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $477,542 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $442,975 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $473,406 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $533,964 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $385,846 | CurrentTaxYearAmt |
| Total | $2,313,733 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $76,308 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $109,384 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $111,203 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $116,045 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $106,917 | CurrentTaxYearAmt |
| Total | $519,857 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $76,584,583 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $74,098,321 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.48340 | PublicSupportCY170Pct |
| Public Support PY170 | 0.48100 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | Yes (1) | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $118,858,771 | BeginningYearBalanceAmt |
| Contributions | $2,888,639 | ContributionsAmt |
| Investment Earnings Or Losses | $5,336,479 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,746,172 | OtherExpendituresAmt |
| End Year Balance | $124,337,717 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $109,207,525 | BeginningYearBalanceAmt |
| Contributions | $1,630,894 | ContributionsAmt |
| Investment Earnings Or Losses | $10,544,536 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,524,184 | OtherExpendituresAmt |
| End Year Balance | $118,858,771 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $102,323,595 | BeginningYearBalanceAmt |
| Contributions | $1,482,521 | ContributionsAmt |
| Investment Earnings Or Losses | $7,227,122 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,328,018 | OtherExpendituresAmt |
| End Year Balance | $109,207,525 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $100,185,452 | BeginningYearBalanceAmt |
| Contributions | $2,485,325 | ContributionsAmt |
| Investment Earnings Or Losses | $2,393,349 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,238,226 | OtherExpendituresAmt |
| End Year Balance | $102,825,900 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $95,993,551 | BeginningYearBalanceAmt |
| Contributions | $2,193,004 | ContributionsAmt |
| Investment Earnings Or Losses | $4,144,361 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,145,464 | OtherExpendituresAmt |
| End Year Balance | $100,185,452 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.45000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.33000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.22000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,158,145 | OtherCostOrOtherBasisAmt |
| Book Value | $14,158,145 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $54,686,159 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,268,305 | DepreciationAmt |
| Book Value | $43,417,854 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $113,210 | OtherCostOrOtherBasisAmt |
| Depreciation | $103,390 | DepreciationAmt |
| Book Value | $9,820 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,938,534 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,772,801 | DepreciationAmt |
| Book Value | $2,165,733 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,844,300 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,793,915 | DepreciationAmt |
| Book Value | $11,050,385 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $70,801,937 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIVATE INVESTMENT COMPANIES | Desc |
| Book Value | $164,617,458 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $164,617,458 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| INTEREST RATE SWAP LIABILITIES | $3,814,813 |
| NET PENSION LIABILITY | $2,449,650 |
| ANNUITY & SPLIT-INTEREST LIABILITIES | $533,255 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,797,718 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $52,165,330 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $12,352,247 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $155,061 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $3,342,059 | OtherRevenueAmt |
| Revenue Not Reported | $15,849,367 | RevenueNotReportedAmt |
| Revenue Subtotal | $36,315,963 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $493,298 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $3,230,101 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $3,723,399 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $40,039,362 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $30,360,449 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $3,342,059 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $3,342,059 | ExpensesNotReportedAmt |
| Expenses Subtotal | $27,018,390 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $493,298 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $357 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $493,655 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $27,512,045 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | PART III, LINES 1A & 4: AFS 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 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. |
| PART V, LINE 4: | ALL ENDOWMENT INVESTMENTS ARE CLASSIFIED AS NONCURRENT ASSETS TO RECOGNIZE THE FOUNDATION'S INTENTION 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 AVERAGE MARKET VALUES OF ENDOWMENT FUNDS AS OF JUNE 30, OF EACH OF THE THREE YEARS PRECEDING THE FISCAL YEAR IN WHICH SPENDING IS PLANNED. IN ESTABLISHING THIS POLICY, THE FOUNDATION CONSIDERED THE LONG TERM EXPECTED TOTAL REAL RETURN ON ITS ENDOWMENT. ACCORDINGLY, OVER THE LONG TERM, THE FOUNDATION EXPECTS ITS SPENDING POLICY TO ALLOW ITS ENDOWMENT TO GROW AT AN AVERAGE ANNUAL REAL TOTAL RETURN OF 5%. THIS IS CONSISTENT WITH THE FOUNDATION'S OBJECTIVE TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS HELD IN PERPETUITY OR FOR A SPECIFIED TERM WHILE SUPPORTING THE OPERATIONS OF THE FOUNDATION. |
| PART X, LINE 2: | THE FOUNDATION HAS NET OPERATING LOSS CARRYFORWARDS TOTALING MORE THAN $3 MILLION, WITH EXPIRATIONS RANGING FROM 2019 TO 2029. A 100% VALUATION ALLOWANCE HAS BEEN RECORDED AGAINST THIS DEFERRED TAX ASSET BECAUSE IT IS UNCERTAIN THAT THE CARRYFORWARDS REPRESENTS A FUTURE TAX BENEFIT. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 3,342,059. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | OTHER CHANGES IN PENSION ASSETS AND LIABILITIES 1,653,002. UNREALIZED GAIN ON INTEREST RATE SWAP CONTRACT 1,577,099. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 3,342,059. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | LOSS OF DISPOSITION OF PROPERTY ROYALTY INCOME INLCUDED IN COST OF GOODS SOLD 357. |
| PART V, LINES 1A-G | REFLECTS REVISED METHODOLOGY TO ALIGN THE ENDOWMENT FUNDS REPORTING TO MATCH THE FOUNDATION'S AUDITED FINANCIAL STATEMENTS. ADJUSTMENTS WERE MADE IN PRIOR YEARS TO REFLECT THE REVISED BEGINNING OF YEAR BALANCE. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | MIDDLE EAST AND NORTH AFRICA | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | PROGRAM SERVICE | TypeOfActivitiesConductedTxt |
| Specific Services Provided | CONFERENCE | SpecificServicesProvidedTxt |
| Region Total Expenditures | $64,140 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $64,140 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $64,140 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (3 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|
| INTERNATIONAL CENTER FOR JEFFERSON STUDIES - FELLOWSHIP | EAST ASIA AND THE PACIFIC | 1 | $6,000 | CHECK | USD |
| INTERNATIONAL CENTER FOR JEFFERSON STUDIES - FELLOWSHIP | EUROPE (INCLUDING ICELAND & GREENLAND) | 7 | $23,380 | CHECK | USD |
| INTERNATIONAL CENTER FOR JEFFERSON STUDIES - FELLOWSHIP | RUSSIA AND NEIGHBORING STATES | 1 | $4,267 | CHECK | USD |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3: | FormAndLineReferenceDesc |
| Explanation | THE ROBERT H. SMITH INTERNATIONAL CENTER FOR JEFFERSON STUDIES AT MONTICELLO, IN PARTNERSHIP WITH THE ARAB CENTER FOR SCIENTIFIC RESEARCH & HUMANE STUDIES, HOSTED "NATURAL RIGHTS IN THE POST-REVOLUTIONARY ARAB WORLD: REALITIES & CHALLENGES" ON APRIL 18-20, 2014, IN RABAT, MOROCCO. LEADING JEFFERSON SCHOLARS AND REPRESENTATIVES FROM THROUGHOUT THE ARAB WORLD EXPLORED THOMAS JEFFERSON'S IDEAS AT THIS CONFERENCE. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FELLOWSHIPS | GrantTypeTxt |
| Recipient | 32 | RecipientCnt |
| Cash Grant | $32,563 | CashGrantAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | NONE | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART 1 | FormAndLineReferenceDesc |
| Explanation | THE FELLOWSHIP AWARDS ARE MADE TO DOCTORAL CANDIDATES AND POSTDOCTORAL SCHOLARS WORKING ON THOMAS JEFFERSON RELATED OR THOMAS JEFFERSON ERA PROJECTS. ALL FELLOWS 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | Yes (1) | InitialContractExceptionInd |
| Rebuttable Presumption Proc | Yes (1) | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 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 G BOWMAN | ||||||||||||||
| PRESIDENT | $376,446 | $0 | $0 | $0 | $0 | $0 | $33,100 | $0 | $44,603 | $0 | $454,149 | $0 | $0 | $0 |
| ANN H TAYLOR | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $226,202 | $0 | $0 | $0 | $0 | $0 | $11,257 | $0 | $5,601 | $0 | $243,060 | $0 | $0 | $0 |
| ANDREW J O'SHAUGHNESSY | ||||||||||||||
| SAUNDERS DIR-RH SMITH ICJS | $150,061 | $0 | $0 | $0 | $0 | $0 | $8,908 | $0 | $5,617 | $0 | $164,586 | $0 | $0 | $0 |
| SUSAN R STEIN | ||||||||||||||
| RICHARD GILDER CURATOR &VP | $147,495 | $0 | $0 | $0 | $0 | $0 | $7,112 | $0 | $5,573 | $0 | $160,180 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE FOUNDATION HAS A TRAVEL REIMBURSEMENT POLICY IN PLACE WHICH DETAILS TRAVEL ELIGIBLE FOR REIMBURSEMENT. ANY SUCH REQUEST MUST BE APPROVED BY THE EMPLOYEE'S SUPERVISOR. IN THE CASE OF THE FOUNDATION PRESIDENT ALL REIMBURSEMENTS ARE REVIEWED BY THE BOARD CHAIR. PART I, LINE 1A; THE FOUNDATION REQUIRES MS. BOWMAN TO LIVE IN FOUNDATION PROVIDED HOUSING. VALUATION OF THE HOUSING PROVIDED IS ASSESSED BY AN INDEPENDENT THIRD-PARTY REALTOR. PART I, LINE 1A; THE FOUNDATION COVERS A PORTION OF HEALTH CLUB MEMBERSHIP FOR ALL EMPLOYEES WHO ELECT SUCH MEMBERSHIP. |
| PART I, LINE 4B | LESLIE G. BOWMAN - $17,500 CONTRIBUTION TO NONQUALIFIED DEFERRED COMPENSATION PLAN |
| PART I, LINE 8 | NEW CFO |
| PART II, LINE 1A | BASE COMPENSATION PER W-2 = $393,946. $17,500 DEDUCTED FROM COLUMN (B)(I) AND ADDED TO COLUMN (C) TO REFLECT 457(B) CONTRIBUTION. BASE COMPENSATION PER W-2 $393,946 LESS: 457(B) CONTRIBUTION - 17,500 --------- BASE COMPENSATION PER SCHEDULE J, PART II $376,446 |
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 |
| Bond Issued | 2011-12-20 | BondIssuedDt |
| Issue Price | $29,840,000 | IssuePriceAmt |
| Purpose | SEE PART VI | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $94,000 | RetiredAmt |
| Total Proceeds | $29,840,000 | TotalProceedsAmt |
| Substantial Completion | 2009 | SubstantialCompletionYr |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | Yes (1) | Form8038TFiledInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Superintegrated Hedge | 0 | SuperintegratedHedgeInd |
| Hedge Terminated | 0 | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
GIC Provider Name GICProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Regulatory Safe Harbor Stsfd | 0 | RegulatorySafeHarborStsfdInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE A(F) | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MR RICHARD A MAYO | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | TRUSTEE | RelationshipDescriptionTxt |
| Transaction | $191,502 | TransactionAmt |
| Transaction | THE FOUNDATION INVESTS IN MAYO INVESTMENT ADVISERS, LLC, A FUND MANAGED BY MR. MAYO, A MEMBER OF THE BOARD OF TRUSTEES. MAYO INVESTMENT ADVISERS CHARGED INVESTMENT MANAGEMENT FEES WHICH TOTALED $191,502 FOR 2014. MR. MAYO IS NOT A MEMBER OF THE FOUNDATION'S INVESTMENT COMMITTEE AND THEREFORE NOT INCLUDED IN THE INVESTMENT SELECTION AND APPROVAL PROCESS. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 24 | ContributionCnt |
| Noncash Contributions Rpt F990 | $129,465 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | HANDMADE JEWELRY | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $58,500 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART V, QUESTIONS 7G AND 7H | THE FOUNDATION DID NOT RECEIVE CONTRIBUTIONS OF QUALIFIED INTELLECTUAL PROPERTY IN 2014, THEREFORE THERE WAS NO FORM 8899 REQUIRED. ADDITIONALLY, THE FOUNDATION DID NOT RECEIVE ANY CONTRIBUTION OF PROPERTY THAT WOULD REQUIRE THE FOUNDATION TO FILE FORM 1098-C. |
| FORM 990, PART VI, SECTION B, LINE 11 | 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, SECTION B, LINE 12C | 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, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE REVIEWS COMPENSATION FOR OFFICERS AND UPPER MANAGEMENT ANNUALLY. THE FOUNDATION REGULARLY USES SALARY INFORMATION OBTAINED FROM THE FOLLOWING SALARY SURVEYS: ASSOCIATION OF ART MUSEUM DIRECTORS, NATIONWIDE MUSEUM AND CULTURAL INSTITUTION COMPENSATION SURVEY, AND THE 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 AND FINANCE COMMITTEE HAVE 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, SECTION C, LINE 18 | THE FOUNDATION MAKES ITS 990, 990T AND IRS DETERMINATION LETTER (FORM 1023) AVAILABLE UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION DOES NOT PUBLISH ITS ORGANIZATIONAL DOCUMENTS, "ETHICS POLICY AND CODE OF CONDUCT" AND FINANCIAL STATEMENTS. THESE DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN PENSION LIABILITY -1,653,002. UNREALIZED LOSS ON INTEREST RATE SWAP CONTRACT -1,577,099. LOSS ON DISPOSITION OF PROPERTY ROYALTIES INCLUDED IN AFS COGS 357. |
| FORM 990, PART XII, LINE 2C - | THE AUDIT COMMITTEE WHICH CONSISTS OF INDEPENDENT TRUSTEES IS RESPONSIBLE FOR OVERSIGHT OF THE FOUNDATION'S AUDIT AND SELECTION OF AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTANT. |
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