THOMAS JEFFERSON FOUNDATION INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS JEFFERSON FOUNDATION INC (EIN 54-0505959)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-10-07
- IRS object ID
- 201322809349301022
- Schema version
- 2012v2.1
- 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 I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-10-07T16:17:20-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 540504608 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROWN EDWARDS & COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 10189 | AddressLine1 |
| City | LYNCHBURG | City |
| State | VA | State |
| ZIP Code | 245060189 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 540505959 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS JEFFERSON FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | THOM | NameControl |
| Phone | 4349849806 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 316 | AddressLine1 |
| City | CHARLOTTESVILLE | City |
| State | VA | State |
| ZIP Code | 22902 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | VICTORIA W JONES | Name |
| Title | VICE PRESIDENT AND CFO | Title |
| Phone | 4349849806 | Phone |
| Date Signed | 2013-10-04 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SUSAN ACKLEY | Name |
| PTIN | P00025524 | PTIN |
| Phone | 4349489000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | LESLIE G BOWMAN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 316 | AddressLine1 |
| City | CHARLOTTESVILLE | City |
| State | VA | State |
| ZIP Code | 22902 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 34224245 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.MONTICELLO.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1923 | YearFormation |
| State Legal Domicile | VA | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 418 | TotalNbrEmployees |
| Total Nbr Volunteers | 131 | TotalNbrVolunteers |
| Total Gross UBI | 521565 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -47030 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 8449190 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 7767020 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 7790363 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 8231669 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2171397 | InvestmentIncomePriorYear |
| Investment Income Current Year | 10047132 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 4433940 | OtherRevenuePriorYear |
| Other Revenue Current Year | 4541726 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 22844890 | TotalRevenuePriorYear |
| Total Revenue Current Year | 30587547 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 134902 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 132623 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 11286827 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 11662691 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1247958 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 10982693 | OtherExpensePriorYear |
| Other Expenses Current Year | 12851405 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 22404422 | TotalExpensesPriorYear |
| Total Expenses Current Year | 24646719 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 440468 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 5940828 | RevenuesLessExpensesCY |
| Total Assets BOY | 233659504 | TotalAssetsBOY |
| Total Assets EOY | 247526299 | TotalAssetsEOY |
| Total Liabilities BOY | 41160484 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 40172038 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 192499020 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 207354261 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE THOMAS JEFFERSON FOUNDATION'S MISSION IS TO PRESERVE MONTICELLO AND EDUCATE THE WIDEST AUDIENCE REGARDING THOMAS JEFFERSON INCLUDING SCHOLARS AND THE GENERAL PUBLIC. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 13870787 | Expense |
| Revenue | 12188786 | Revenue |
| Description | 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 NATION'S 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 AND CATALOG. THE REVENUE CONTRIBUTES TO THE PRESERVATION OF MONTICELLO FOR FUTURE GENERATIONS, WHICH IS ONE OF THE MISSIONS OF THE FOUNDATION. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4229908 | Expense |
| Grants | 132623 | Grants |
| Description | 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". | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2044511 | Expense |
| Description | 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 FURTHERANCE OF PUBLIC SERVICE. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 20145206 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 110 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 418 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 1 | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 1 | NumberOf8282Filed |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 1 | Form8899Filed |
| Form1098 C Filed | 1 | Form1098CFiled |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | HI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | LA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ND | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | DC | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHILIPPE JD HEUSCHEN CONTROLLER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4349849806 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1050 MONTICELLO LOOP ROAD | AddressLine1 |
| City | CHARLOTTESVILLE | City |
| State | VA | State |
| ZIP Code | 22902 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (26 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| H EUGENE LOCKHART JR | |||||||
| CHAIRMAN | 1.00 | X | X | 0 | 0 | 0 | |
| DONALD A KING JR | |||||||
| VICE CHAIRMAN | 1.00 | X | X | 0 | 0 | 0 | |
| LUELLA DAVIS | |||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 | |
| JOHN H BIRDSALL | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JF BRYAN IV | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| CHARLES T CULLEN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| COURTNAY DANIELS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| GINGER HUANG DIETRICH | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DAVID R GOODE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| FRITZ KUNDRUN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| RICHARD A MAYO | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| CARTER MCNEELY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| CHARLOTTE MOSS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| LIBBY H O'CONNELL | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| PAMELA REYNOLDS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JOHN CHARLES THOMAS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| LESLIE G BOWMAN | |||||||
| PRESIDENT | 40.00 | X | 341332 | 0 | 62065 | ||
| ANN H TAYLOR | |||||||
| EXECUTIVE VICE PRESIDENT | 40.00 | X | 179396 | 0 | 16460 | ||
| VICTORIA W JONES | |||||||
| VICE PRESIDENT & CFO | 40.00 | X | 178180 | 0 | 16490 | ||
| GLENN A SLOSSON | |||||||
| DIRECTOR OF VISITOR OPERATIONS | 40.00 | 165469 | 0 | 13789 | X | ||
| SUSAN R STEIN | |||||||
| RICHARD GILDER CURATOR &VP | 40.00 | 123165 | 0 | 12842 | X | ||
| JOHN J LOONEY | |||||||
| EDITOR, THOMAS JEFFERSON P | 40.00 | 113950 | 0 | 15365 | X | ||
| GARY SANDLING | |||||||
| VP VISTOR SERVICES & PROGR | 40.00 | 113723 | 0 | 7931 | X | ||
| KENNETH MITCHELL | |||||||
| DIRECTOR OF BUILDINGS | 40.00 | 111354 | 0 | 10637 | X | ||
| ANDREW O'SHAUGHNESSY | |||||||
| SAUNDERS DIR-RH SMITH ICJS | 40.00 | 109194 | 0 | 10740 | X | ||
| SHARON L MCELROY | |||||||
| DIRECTOR OF RETAIL SALES | 40.00 | 102525 | 0 | 11768 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1538288 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 178087 | TotalOtherCompensation |
| Number Individuals GT100 K | 10 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| BANK OF AMERICA | |||||
| PO BOX 15796 | WILMINGTON | DE | 198865796 | CREDIT CARD SERVICE | 645774 |
| UNITED PARCEL SERVICE | |||||
| PO BOX 7247-0244 | PHILADELPHIA | PA | 191700001 | RETAIL SHIPPING | 610471 |
| CHRISTIE'S INC | |||||
| 20 ROCKEFELLER CENTER | NEW YORK | NY | 10020 | COLLECTION ACQUISITION | 410000 |
| PROGRESS PRINTING | |||||
| 2677 WATERLICK ROAD | LYNCHBURG | VA | 245024861 | PRINTING | 350750 |
| ADVANCED NETWORK SYSTEMS INC | |||||
| PO BOX 7222 | CHARLOTTESVILLE | VA | 22906 | IT NETWORK SOLUTIONS | 272483 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 21 | NumberOfContractorsGT100K |
| Federated Campaigns | 10964 | FederatedCampaigns |
| Government Grants | 244709 | GovernmentGrants |
| All Other Contributions | 7511347 | AllOtherContributions |
| Noncash Contributions | 813622 | NoncashContributions |
| Total Contributions | 7767020 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| ADMISSIONS FEES | 900099 | 7612496 | 7612496 | |
| OTHER PROGRAM INCOME | 900099 | 274164 | 274164 | |
| EDUCATION PROGRAM | 900099 | 233806 | 233806 | |
| FOOD SERVICE SALES | 453220 | 111203 | $111,203 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 8231669 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 854656 | TotalRevenueColumn |
| Unrelated Business Revenue | 1550 | UnrelatedBusinessRevenue |
| Exclusion | $853,106 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 45325 | TotalRevenueColumn |
| Related Or Exempt Function Income | 45325 | RelatedOrExemptFunctionIncome |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 88663 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 88663 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 88663 | TotalRevenueColumn |
| Related Or Exempt Function Income | 88663 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 9452271 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 259795 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 9192476 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9192476 | TotalRevenueColumn |
| Unrelated Business Revenue | 46609 | UnrelatedBusinessRevenue |
| Exclusion | $9,145,867 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 7784641 | GrossSalesOfInventory |
| Cost Of Goods Sold | 3376903 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4407738 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3934332 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 473406 | UnrelatedBusinessRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 30587547 | TotalRevenueColumn |
| Related Or Exempt Function Income | 12188786 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 521565 | UnrelatedBusinessRevenue |
| Exclusion | $10,110,176 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 132623 | Total |
| Program Services | 132623 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1540351 | Total |
| Program Services | 1079561 | ProgramServices |
| Management And General | 305330 | ManagementAndGeneral |
| Fundraising | 155460 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8018742 | Total |
| Program Services | 6885715 | ProgramServices |
| Management And General | 813174 | ManagementAndGeneral |
| Fundraising | 319853 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 431327 | Total |
| Program Services | 359031 | ProgramServices |
| Management And General | 51322 | ManagementAndGeneral |
| Fundraising | 20974 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 936801 | Total |
| Program Services | 779735 | ProgramServices |
| Management And General | 123430 | ManagementAndGeneral |
| Fundraising | 33636 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 735470 | Total |
| Program Services | 627382 | ProgramServices |
| Management And General | 75412 | ManagementAndGeneral |
| Fundraising | 32676 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 94826 | Total |
| Management And General | 94826 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70011 | Total |
| Management And General | 70011 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1031526 | Total |
| Program Services | 794489 | ProgramServices |
| Management And General | 208520 | ManagementAndGeneral |
| Fundraising | 28517 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 430515 | Total |
| Program Services | 407691 | ProgramServices |
| Management And General | 22824 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1455555 | Total |
| Program Services | 1225501 | ProgramServices |
| Management And General | 168750 | ManagementAndGeneral |
| Fundraising | 61304 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 446632 | Total |
| Program Services | 377741 | ProgramServices |
| Management And General | 37034 | ManagementAndGeneral |
| Fundraising | 31857 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 422 | Total |
| Program Services | 422 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 630071 | Total |
| Program Services | 559494 | ProgramServices |
| Management And General | 66712 | ManagementAndGeneral |
| Fundraising | 3865 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 648273 | Total |
| Program Services | 429337 | ProgramServices |
| Management And General | 69232 | ManagementAndGeneral |
| Fundraising | 149704 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1102040 | Total |
| Program Services | 1102040 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3487150 | Total |
| Program Services | 2600983 | ProgramServices |
| Management And General | 675680 | ManagementAndGeneral |
| Fundraising | 210487 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 304920 | Total |
| Program Services | 64334 | ProgramServices |
| Management And General | 240586 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| EQUIPMENT RENTAL AND MA | 1025515 | 816361 | 108762 | 100392 |
| PRINTING AND PUBLICATIO | 753433 | 684366 | 13019 | 56048 |
| SHIPPING & HANDLING | 582842 | 582842 | ||
| CONSERVATION AND COLLEC | 474871 | 474871 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 312803 | Total |
| Program Services | 160687 | ProgramServices |
| Management And General | 108931 | ManagementAndGeneral |
| Fundraising | 43185 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24646719 | Total |
| Program Services | 20145206 | ProgramServices |
| Management And General | 3253555 | ManagementAndGeneral |
| Fundraising | 1247958 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6774288 | BOY |
| EOY | 6376980 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8674169 | BOY |
| EOY | 6936921 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 81585 | BOY |
| EOY | 120580 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1836434 | BOY |
| EOY | 1641687 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 335750 | BOY |
| EOY | 361698 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 88309383 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 16771593 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 74504134 | BOY |
| EOY | 71537790 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26751399 | BOY |
| EOY | 34327530 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 114032348 | BOY |
| EOY | 125547339 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 669397 | BOY |
| EOY | 675774 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 233659504 | BOY |
| EOY | 247526299 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1744663 | BOY |
| EOY | 1747473 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29838000 | BOY |
| EOY | 29806000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1520471 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8057350 | BOY |
| EOY | 8618565 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41160484 | BOY |
| EOY | 40172038 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 126014013 | BOY |
| EOY | 133441522 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27235063 | BOY |
| EOY | 34481813 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39249944 | BOY |
| EOY | 39430926 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 192499020 | BOY |
| EOY | 207354261 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 233659504 | BOY |
| EOY | 247526299 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 5940828 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 10686961 | ReconciliationUnrealizedInvest |
| Reconcilation Donated Services | 96833 | ReconcilationDonatedServices |
| Reconcilation Other Changes | -1869381 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 11456170 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 11674682 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10831598 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8449190 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7767020 | CurrentTaxYear |
| Total | 50178660 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 11456170 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 11674682 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10831598 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8449190 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7767020 | CurrentTaxYear |
| Total | 50178660 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 18437029 | AmountsSubstContributorsTotal |
| Public Support Total170 | 31741631 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 835604 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 503389 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 891729 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 658810 | CurrentTaxYearMinus1Year |
| Current Tax Year | 988644 | CurrentTaxYear |
| Total | 3878176 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 360016 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 423780 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 477542 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 442975 | CurrentTaxYearMinus1Year |
| Current Tax Year | 473406 | CurrentTaxYear |
| Total | 2177719 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 128110 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 164346 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 76308 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 109384 | CurrentTaxYearMinus1Year |
| Current Tax Year | 111203 | CurrentTaxYear |
| Total | 589351 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 56823906 | TotalSupport |
| Gross Receipts From Admissions Etc | 67931430 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.55860 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.55310 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: PART II, SECTION B, LINE 10; OTHER INCOME CONSISTS OF FOOD SERVICE COMMISSION REVENUE. | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Collect Used For Loan Or Exch Prgrms | X | CollectUsedForLoanOrExchPrgrms |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 102323595 | BeginningOfYearBalance |
| Contributions | 1007821 | Contributions |
| Investment Earnings Or Losses | 7227122 | InvestmentEarningsOrLosses |
| Other Expenditures | 2328018 | OtherExpenditures |
| End Of Year Balance | 108230520 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 100185452 | BeginningOfYearBalance |
| Contributions | 2485325 | Contributions |
| Investment Earnings Or Losses | 1891044 | InvestmentEarningsOrLosses |
| Other Expenditures | 2238226 | OtherExpenditures |
| End Of Year Balance | 102323595 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 95993551 | BeginningOfYearBalance |
| Contributions | 2193004 | Contributions |
| Investment Earnings Or Losses | 4144361 | InvestmentEarningsOrLosses |
| Other Expenditures | 2145464 | OtherExpenditures |
| End Of Year Balance | 100185452 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 71387250 | BeginningOfYearBalance |
| Contributions | 19541882 | Contributions |
| Investment Earnings Or Losses | 6901291 | InvestmentEarningsOrLosses |
| Other Expenditures | 1836872 | OtherExpenditures |
| End Of Year Balance | 95993551 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 65172406 | BeginningOfYearBalance |
| Contributions | 16008923 | Contributions |
| Investment Earnings Or Losses | -7022774 | InvestmentEarningsOrLosses |
| Other Expenditures | 2771305 | OtherExpenditures |
| End Of Year Balance | 71387250 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.48000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.36000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.16000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 14158145 | OtherCostOrOtherBasis |
| Book Value | 14158145 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 54535924 | OtherCostOrOtherBasis |
| Depreciation | 8300038 | Depreciation |
| Book Value | 46235886 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 113210 | OtherCostOrOtherBasis |
| Depreciation | 96466 | Depreciation |
| Book Value | 16744 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8385045 | OtherCostOrOtherBasis |
| Depreciation | 4489812 | Depreciation |
| Book Value | 3895233 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 11117059 | OtherCostOrOtherBasis |
| Depreciation | 3885277 | Depreciation |
| Book Value | 7231782 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 71537790 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PRIVATE INVESTMENT COMPANIES | Description |
| Book Value | 125547339 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 125547339 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ANNUITY PAYABLE AND SPLIT INTEREST LIABILITIES | $645,094 |
| SWAP LIABILITIES | $4,906,891 |
| NET PENSION LIABILITY | $3,066,580 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 8618565 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 44748244 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 10686961 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 96833 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 3376903 | OtherRevenues |
| Revenue Not Rptd F990 | 14160697 | RevenueNotRptdF990 |
| Revenue Subtotal | 30587547 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 30587547 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 29893003 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 5246284 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 5246284 | ExpensesNotRptdF990 |
| Expenses Subtotal | 24646719 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 24646719 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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 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 XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 3,376,903. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 3,376,903. UNREALIZED LOSS ON INTEREST RATE SWAP CONTRACT 87,995. CHANGE IN PENSION LIABILITY 1,028,627. LOSS ON DISPOSITION OF PROPERTY 752,759. | |
| 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 X, LINE 2: THE FOUNDATION HAS BEEN DETERMINED BY THE 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 INCOME TAXES ON PROFITS GENERATED FROM THE SALE OF ITEMS IN ITS MUSEUM SHOPS AND CATALOG WHICH ARE UNRELATED TO ITS EXEMPT PURPOSE. THE FOUNDATION HAS NET OPERATING LOSS CARRYFOWARDS 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. THE FOUNDATION'S INCOME TAX RETURNS FOR 2009 AND FORWARD ARE SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AGENCIES. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (2 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICE | ARCHAEOLOGY RESEARCH | 3314 |
| ASIA | 0 | 0 | PROGRAM SERVICE | CONFERENCES | 22317 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 25631 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 25631 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | 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, MEALS AND HOUSING FOR CREW MEMBERS, AND HONORARIA FOR JAMAICAN VOLUNTEERS. PART I, ITEM 3, - ASIA: THE FOUNDATION HELD A CONFERENCE IN BEIJING, CHINA FROM NOVEMBER 16-18, 2012 ENTITLED: "DEMOCRACY, REPUBLICANISM, AND STATE BUILDING IN THE AGE OF JEFFERSON: AN INTERNATIONAL SYMPOSIUM" IN PARTNERSHIP WITH PEKING UNIVERSITY. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | FELLOWSHIPS | TypeOfGrant |
| Number Of Recipients | 31 | NumberOfRecipients |
| Amount Of Cash Grant | 112056 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
| Method Of Valuation | N/A | MethodOfValuation |
| Description Of Non Cash Assistance | NONE | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 THOMAS JEFFERSON PROFESSORS AT THE UNIVERSITY OF VIRGINIA HISTORY DEPARTMENT. THE FELLOWSHIP AWARDS ARE GIVEN FOR THE MOST WORTHY PROPOSALS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LESLIE G BOWMAN | ||||||||||||||
| PRESIDENT | 341332 | 0 | 0 | 0 | 0 | 0 | 15000 | 0 | 47065 | 0 | 403397 | 0 | 0 | 0 |
| ANN H TAYLOR | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | 179396 | 0 | 0 | 0 | 0 | 0 | 10618 | 0 | 5842 | 0 | 195856 | 0 | 0 | 0 |
| VICTORIA W JONES | ||||||||||||||
| VICE PRESIDENT & CFO | 178180 | 0 | 0 | 0 | 0 | 0 | 9392 | 0 | 7098 | 0 | 194670 | 0 | 0 | 0 |
| GLENN A SLOSSON | ||||||||||||||
| DIRECTOR OF VISITOR OPERATIONS | 91691 | 0 | 0 | 0 | 73778 | 0 | 8909 | 0 | 4880 | 0 | 179258 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUPPLEMENTAL INFORMATION | Identifier |
| Return Reference | PART III | ReturnReference |
| Explanation | 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 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 II, LINE 4A: GLENN A. SLOSSON RECEIVED A NEGOTIATED PAYMENT OF $73,778. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
| 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 521297503 | IssuerEIN |
| Date Issued | 2011-12-20 | DateIssued |
| Issue Price | 29840000 | IssuePrice |
| Description Of Purpose | REVENUE REFUNDING BOND FOR CONSTRUCTION | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | 29840000 | TotalProceeds |
| Year Of Subst Completion | 2009 | YearOfSubstCompletion |
| Current Refunding | 1 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Bond Iss Meet Prvt Security Pay Test | 0 | BondIssMeetPrvtSecurityPayTest |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedProp |
| Non Qualified Bond Remed Procdrs | 1 | NonQualifiedBondRemedProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 1 | Form8038TFiled |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
Name Of GIC Provider NameOfGICProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Regulatory Safe Harbor Satisfied | 0 | RegulatorySafeHarborSatisfied |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Written Proc To Monitor Reqs | 1 | WrittenProcToMonitorReqs |
Form990 Schedule K Part V Form990ScheduleKPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Proc To Undertk Corrective Action | 1 | ProcToUndertkCorrectiveAction |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | 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. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 25 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 813622 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Historical Artifacts HistoricalArtifacts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 7 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 0 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | SEE PART II EXPLANATION | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 1 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | NON REPORTING OF REVENUE: | Identifier |
| Return Reference | PART I, LINE 33: | ReturnReference |
| Explanation | THE FOUNDATION HAS ELECTED NOT TO CAPITALIZE ITS HISTORIC PROPERTIES AND COLLECTIONS. THESE COLLECTIONS ARE RELATED TO THOMAS JEFFERSON AND HIS PLANTATION HOME, MONTICELLO. THEREFORE, THE FOUNDATION DOES NOT RECOGNIZE THE DONATION OF COLLECTION ITEMS AS CONTRIBUTION REVENUE. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FOUNDATION'S FORM 990 IS REVIEWED AND APPROVED BY MANAGEMENT, 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 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; TOWERS WATSON SALARY SURVEY; KENEXA COMP ANALYSIS SOFTWARE; 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; INFORMATION OBTAINED FROM SURROUNDING LOCATIONS SUCH AS THE CITY OF CHARLOTTESVILLE, HENRICO COUNTY, AND ALBEMARLE COUNTY; QUATT ASSOCIATES INDEPENDENT COMPENSATION CONSULTANTS; AND, AD-HOC SURVEY OF OTHER PRESIDENTIAL PAPERS PROJECTS. 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. | |
| 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 -1,028,627. UNREALIZED LOSS ON INTEREST RATE SWAP CONTRACT -87,995. LOSS ON DISPOSITION OF PROPERTY -752,759. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| 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 INDEPENDANT CERTIFIED PUBLIC ACCOUNTANT. | |
| FORM 990, PART V, QUESTIONS 7G AND 7H | THE FOUNDATION DID NOT RECEIVE CONTRIBUTIONS OF QUALIFIED INTELLECTUAL PROPERTY IN 2012, 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. | CONTRIBUTIONS |