2011-10-25T13:08:29-05:00 2010-12-31 BROWN EDWARDS & COMPANY LLP PO BOX 10189 LYNCHBURG VA 245060189 990 2010-01-01 540505959 THOMAS JEFFERSON FOUNDATION INC THOM 4349849806 PO BOX 316 CHARLOTTESVILLE VA 22902 VICTORIA JONES 4349849806 2011-10-18 1 SUSAN ACKLEY 4349489000 2010 2016-03-07 17:11:31Z LESLIE G BOWMAN PO BOX 316 CHARLOTTESVILLE VA 22902 28304900 0 X WWW.MONTICELLO.ORG X 1923 VA THE THOMAS JEFFERSON FOUNDATION'S MISSION IS TWO-FOLD: PRESERVATION AND EDUCATION 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. 18 18 430 108 595700 0 11674682 10831598 7243100 7812877 -1104775 1850431 4058498 4403902 21871505 24898808 174240 196399 0 0 10411448 10921215 0 0 1131333 9434435 10614509 20020123 21732123 1851382 3166685 218365860 232268395 35195204 38411156 183170656 193857239 THE THOMAS JEFFERSON FOUNDATION'S MISSION IS TO PRESERVE MONTICELLO AND EDUCATE THE WIDEST AUDIENCE REGARDING THOMAS JEFFERSON INCLUDING SCHOLARS AND THE GENERAL PUBLIC. 0 0 12192965 11739237 THE THOMAS JEFFERSON FOUNDATION OPERATES MONTICELLO, THE HOME OF THE NATION'S THIRD PRESIDENT AND AUTHOR OF THE AMERICAN DECLARATION OF INDEPENDENCE. THE FOUNDATION'S MAIN SOURCES OF REVENUE ARE GIFTS AND GRANTS, ADMISSION TO MONTICELLO, AND SALES FROM THE RETAIL OPERATIONS OF THE MUSEUM SHOPS AND CATALOG. THE ABOVE REVENUE CONTRIBUTES TO THE PRESERVATION OF MONTICELLO FOR FUTURE GENERATIONS, WHICH IS ONE OF THE MISSIONS OF THE FOUNDATION. 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 NATION'S WORLD HERITAGE LIST. 3616214 196399 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, ARCHEOLOGICAL 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". 1590690 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. THE FOUNDATION'S COLLECTIONS ARE MAINTAINED FOR PUBLIC EXHIBITION, EDUCATION, AND RESEARCH IN ORDER TO ADVANCE UNDERSTANDING OF JEFFERSON AND MONTICELLO IN FUTHERANCE OF PUBLIC SERVICE. 17399869 1 1 0 1 0 0 1 0 1 1 1 0 0 1 1 1 0 0 0 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 1 94 0 1 430 1 1 1 0 0 0 0 1 1 1 1 0 0 1 1 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 VA AL AK AZ AR CA CO CT FL GA HI IL KS KY LA ME MD MA MI MN MS NH NJ NM NY NC OH OK OR PA RI SC TN UT WA WV WI ND DC X PHILIPPE JD HEUSCHEN CONTROLLER 4349849806 1050 MONTICELLO LOOP ROAD CHARLOTTESVILLE VA 22902 ALICE W HANDY 1.00 X X 0 0 0 H EUGENE LOCKHART JR 1.00 X X 0 0 0 LUELLA DAVIS 1.00 X X 0 0 0 ADELE CHATFIELD-TAYLOR 1.00 X 0 0 0 CHARLES T CULLEN 1.00 X 0 0 0 COURTNAY DANIELS 1.00 X 0 0 0 GINGER HUANG DIETRICH 1.00 X 0 0 0 B GRADY DURHAM 1.00 X 0 0 0 DAVID R GOODE 1.00 X 0 0 0 DONALD A KING JR 1.00 X 0 0 0 FRITZ KUNDRUN 1.00 X 0 0 0 RICHARD A MAYO 1.00 X 0 0 0 HOWARD P MILSTEIN 1.00 X 0 0 0 CARTER MCNEELY 1.00 X 0 0 0 CHARLOTTE MOSS 1.00 X 0 0 0 LIBBY H O'CONNELL 1.00 X 0 0 0 JOHN CHARLES THOMAS 1.00 X 0 0 0 JEFFREY C WALKER 1.00 X 0 0 0 LESLIE G BOWMAN 40.00 X 324917 0 72964 ANN H TAYLOR 40.00 X X 154449 0 14127 VICTORIA W JONES 40.00 X X 151924 0 14591 SUSAN R STEIN 40.00 X 112345 0 11565 ELIZABETH G BLAINE 40.00 X 109930 0 138 JOHN J LOONEY 40.00 X 107732 0 12304 ANDREW O'SHAUGHNESSY 40.00 X 105049 0 11317 1066346 0 137006 7 0 1 0 MARTINHORN INC 210 CARLTON ROAD CHARLOTTESVILLE VA 22902 CONSTRUCTION CONSULTANT 4937797 OPTIMA HEALTH PO BOX 791148 BALTIMORE MD 212791148 HEALTH INSURANCE 759263 GLAVE & HOLMES ASSOCIATES 2101 EAST MAIN STREET RICHMOND VA 232237050 ARCHITECTURE/INTERIOR DESIGN 741667 BANK OF AMERICA PO BOX 15710 WILMINGTON DE 198865710 CREDIT CARD SERVICE 480986 UNITED PARCEL SERVICE PO BOX 7247-0244 PHILADELPHIA PA 191700001 SHIPPING 424830 21 9628 396593 10425377 966578 10831598 ADMISSIONS FEES 900099 7346794 7346794 0 EDUCATION PROGRAM 900099 195866 195866 0 OTHER PROGRAM INCOME 900099 193909 193909 0 FOOD SERVICE SALES 453220 76308 0 0 76308 7812877 716477 19487 696990 31072 31072 144180 144180 144180 144180 1414678 6000 278453 8271 1136225 -2271 1133954 98671 1035283 7348018 3119368 4228650 3751108 477542 24898808 11662929 595700 1808581 196399 196399 1101211 580191 263154 257866 7933893 6982657 747192 204044 379798 316847 49619 13332 844739 715125 98969 30645 661574 565121 65551 30902 518613 47755 470858 108350 108350 24028 24028 608224 579492 15836 12896 377690 363908 13782 1388682 1242779 120928 24975 325881 265091 24404 36386 452 452 561364 497550 60372 3442 500690 313350 56445 130895 1128005 1127920 75 10 2562181 1700208 645566 216407 263640 51814 211826 EQUIPMENT RENTAL AND MA 747409 568567 93978 84864 PRINTING AND PUBLICATIO 620710 561445 11655 47610 OPERATING SUPPLIES 495084 396408 78866 19810 CONSERVATION AND COLLEC 253234 253234 0 0 BAD DEBT 29717 21 24696 5000 100555 73535 14771 12249 21732123 17399869 3200921 1131333 10165264 6609112 12225854 10527148 82642 50574 1629403 1672676 378764 339175 86538909 11464971 71180095 75073938 27854941 29722457 93941077 107544373 907820 728942 218365860 232268395 1443674 1919409 31129000 29920000 178777 2630008 2443753 3941739 35195204 38411156 X 115229043 124405007 29765846 30250137 38175767 39202095 183170656 193857239 218365860 232268395 X 3166685 7519898 X X 0 1 1 X 0 X 13870149 21261858 11456170 11674682 10831598 69094457 13870149 21261858 11456170 11674682 10831598 69094457 29529941 39564516 1033288 841840 835604 503389 891729 4105850 516441 442922 360016 423780 477542 2220701 129714 138566 128110 164346 76308 637044 76058052 60750572 0.52020 0.56260 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 24028 24028 0 EXPLANATION OF OTHER LOBBYING ACTIVITIES: PART II-B, LINE 1I: THE FOUNDATION ENGAGED THE SERVICES OF TWO INDEPENDENT CONTRACTORS TO LOBBY ALBERMARLE COUNTY OFFICIALS REGARDING A ZONING AMENDMENT TO THE MONTICELLO HISTORIC DISTRICT. X X X 0 84977438 2193004 87170442 65435556 19541882 84977438 57080141 6181488 5118271 2944344 65435556 0.55000 0.45000 0.00000 0 0 16468997 16468997 45859659 5476421 40383238 121895 89119 32776 7492928 2848755 4644173 16595430 3050676 13544754 75073938 PRIVATE INVESTMENT COMPANIES 107544373 F 107544373 ANNUITY PAYABLE AND SPLIT INTEREST LIABILITIES 722045 OTHER LIABILITIES 8459 SWAP LIABILITIES 1494122 NET PENSION LIABILITY 1717113 3941739 24898808 21732123 3166685 9391242 -1871344 7519898 10686583 26300275 2117944 2117944 24182331 716477 716477 24898808 15589664 2117944 2117944 13471720 8260403 8260403 21732123 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: ALL ENDOWMENT INVESTMENTS ARE CLASSIFIED AS NONCURRENT ASSETS TO RECOGNIZE THE FOUNDATION'S INTENTION TO CONTINUALLY REINVEST EARNINGS AND PRINCIPAL EXCEPT TO THE EXTENT OF ANY ANNUAL WITHDRAWALS IN ACCORDANCE WITH THE ENDOWMENT SPENDING POLICY. THE OBJECTIVE OF THE ENDOWMENT IS TO SUPPORT THE OPERATIONS OF THE FOUNDATION AND PRESERVING THE PURCHASING POWER OF THE ENDOWMENT'S PRINCIPAL. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN PENSION LIABILITY -663,268. GAIN ON INTEREST RATE SWAP -1,208,076. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 3,119,368. GAIN ON SALE OF ASSETS OTHER THAN INVENTORY -1,133,954. INVESTMENT INCOME INCLUDED ABOVE IN SUPPORT PER AUDIT 11,221. CHANGE IN ALLOWANCE FOR UNCOLLECTIBLE CONT RECEIVABLE 121,309. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT INCOME NET OF EXPENSES 716,477. PART XIII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 3,119,368. LOSS ON SALE OF ASSETS OTHER THAN INVENTORY -1,133,954. INVESTMENT INCOME INCLUDED ABOVE IN SUPPORT PER AUDIT 11,221. CHANGE IN ALLOWANCE FOR UNCOLLECTIBLE CONT RECEIVABLE 121,309. PART XIII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT INCOME NET OF EXPENSES 716,477. UNREALIZED GAIN ON INVESTMENTS 9,391,242. LOSS ON INTEREST RATE SWAP -1,208,076. CHANGE IN PENSION LIABILITY -663,268. LOBBYING EXPENSES 24,028. 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. THE COST OF ACQUISITIONS OF HISTORIC AND COLLECTION PROPERTY WAS $253,234 AND $83,414 FOR 2010 AND 2009, RESPECTIVELY. 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 LOSS CARRYFORWARD REPRESENTS A FUTURE TAX BENEFIT. 1 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICE ARCHAEOLOGY RESEARCH 24998 EUROPE 0 0 PROGRAM SERVICE CONFERENCES 2481 EAST ASIA AND PACIFIC 0 0 PROGRAM SERVICE CONFERENCES 16516 0 0 0 43995 0 43995 0 0 0 0 0 0 OTHER INFORMATION SCHEDULE F, PART V PART I, ITEM 3 - CARIBBEAN - THE FOUNDATION HOLDS ARCHAEOLOGICAL FIELD RESEARCH AT THE PAPINE SLAVE VILLAGE LOCATED ON THE CAMPUS OF THE UNIVERSITY OF THE WEST INDIES, MONA KINGSTON JAMAICA. EXPENDITURES INCLUDE TRAVEL TO AND FROM THE FIELD SITE, VEHICLE RENTAL AND FUEL, LOCALLY PURCHASED EQUIPMENT, MEALS AND HOUSING FOR CREW MEMBERS, AND HONORARIA FOR JAMAICAN VOLUNTEERS. PART I, ITEM 3 - EAST ASIA & PACIFIC- THE FOUNDATION HELD THE FOLLOWING CONFERENCES; "THOMAS JEFFERSON SEMINARS" AT THE UNIVERSITY OF CANTERBURY, CHRISTCHURCH, NEW ZEALAND; "CURIOSITY SEMINAR" HOSTED IN CONJUNCTION WITH THE CENTER FOR COLONIALISM AND ITS AFTERMATH, UNIVERSITY OF TASMANIA, HOBART, TASMANIA; "THE IMPACT OF THE DECLARATION OF INDEPENDENCE" AT THE UNIVERSITY OF SYDNEY, SYDNEY, AUSTRALIA. PART I, ITEM 3 - EUROPE: THE FOUNDATION HELD A CONFERENCE ON "COSMOPOLITANISM AND NATIONHOOD IN THE AGE OF JEFFERSON" AT THE JOHN F. KENNEDY INSTITUTE FOR NORTH AMERICAN STUDIES, BERLIN, GERMANY. 1 FELLOWSHIPS 33 144569 0 N/A NONE 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 THOMAS JEFFERSON PROFESSORS AT THE UNIVERSITY OF VIRGINIA HISTORY DEPARTMENT. THE FELLOWSHIP AWARDS ARE GIVEN FOR THE MOST WORTHY PROPOSALS. X X X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 LESLIE G BOWMAN 324917 0 0 0 0 0 14700 0 58264 0 397881 0 0 0 ANN H TAYLOR 154449 0 0 0 0 0 9577 0 4550 0 168576 0 0 0 VICTORIA W JONES 151924 0 0 0 0 0 9585 0 5006 0 166515 0 0 0 SUPPLEMENTAL INFORMATION PART III PART I, LINE 1A: THE FOUNDATION HAS A TRAVEL AND 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 PROVIDES HOUSING FOR MS. BOWMAN. THE 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. IDA OF ALBEMARLE COUNTY VA SERIES 2007 541297503 01266PAB7 2007-06-27 30000000 CONSTRUCT VISITORS CENTER 0 0 0 80000 30000000 122400 27600 29850000 2009 0 0 1 1 0 0 1 0 1 1 1 1 0 NA 0 NA 0 1 X 21 966578 FAIR MARKET VALUE X 17 0 SEE PART II EXPLANATION 6 0 1 0 NON REPORTING OF REVENUE: PART I, LINE 33: THE FOUNDATION HAS ELECTED NOT TO CAPITALIZE ITS HISTORIC PROPERTIES AND COLLECTIONS. THESE COLLECTIONS ARE RELATED TO THOMAS JEFFERSON AND HIS PLANTATION HOME, MOTICELLO. THEREFORE, THE FOUNDATION DOES NOT RECOGNIZE THE DONATION OF COLLECTION ITEMS AS CONTRIBUTION REVENUE. FORM 990, PART VI, SECTION B, LINE 11 THE FOUNDATION'S FORM 990 WAS REVIEWED AND APPROVED BY MANAGEMENT, THEN FORWARDED TO THE AUDIT COMMITTEE FOR REVIEW. UPON APPROVAL BY THE AUDIT COMMITTEE, THE FORM 990 WAS DISTRIBUTED TO THE BOARD OF TRUSTEES AND THEN 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 USES SALARY INFORMATION OBTAINED FROM GUIDESTAR NON PROFIT COMPENSATION REPORT AND SALARY SURVEYS AS FOLLOWS: PRM; ASSOCIATION OF ART MUSEUM DIRECTORS; NATIONWIDE MUSEUM AND CULTURAL INSTITUTION SURVEY; AMERICAN PUBLIC GARDENS ASSOCIATION COMPENSATION AND BENEFITS SURVEY; INFORMATION OBTAINED FROM THE BUSINESS AND LEGAL REPORTS (BLR) WEBSITE; INFORMATION OBTAINED FROM THE UVA WEBSITE; INFORMATION OBTAINED FROM OTHER HISTORICAL SITES SUCH AS MOUNT VERNON, MONTPELIER, COLONIAL WILLIAMSBURG; AND, INFORMATION OBTAINED FROM SURROUNDING LOCATIONS SUCH AS THE CITY OF CHARLOTTESVILLE, HENRICO COUNTY, AND ALBEMARLE COUNTY. 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 UPPER MANAGEMENT COMPENSATION. FORM 990, PART VI, SECTION C, LINE 18 THE FOUNDATION MAKES ITS 990, 990T AND FEDERAL FORM 1023 AVAILABLE TO INDIVIDUALS OR BUSINESSES WHO REQUEST THIS INFORMATION. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION DOES NOT PUBLISH ITS ORGANIZATIONAL DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS. UPON REQUEST, THE FOUNDATION WILL MAKE THIS INFORMATION AVAILABLE TO THE PUBLIC. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 9,391,242. CHANGE IN PENSION LIABILITY -663,268. GAIN ON INTEREST RATE SWAP -1,208,076. TOTAL TO FORM 990, PART XI, LINE 5: 7,519,898. FORM 990, PART XI, LINE 2C - THE AUDIT COMMITTEE IS RESPONSIBLE FOR OVERSIGHT OF THE FOUNDATION'S AUDIT AND SELECTION OF AN INDEPENDANT CERTIFIED PUBLIC ACCOUNTANT. CONTRIBUTIONS FORM 990, PART V, QUESTIONS 7G AND 7H THE FOUNDATION DID NOT RECEIVE CONTRIBUTIONS OF QUALIFIED INTELLECTUAL PROPERTY IN 2010, 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. TJF REALTY LLC P O BOX 316 CHARLOTTESVILLE VA 22902 522444690 LAND INVESTMENT VA 0 21471025 N/A