Nonprofit · EIN 54-0505959
THOMAS JEFFERSON FOUNDATION INC
Tax-exempt · CHARLOTTESVLE, VA 22902
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $51,655,297 | $41,057,926 | $10,597,371 | $402,744,508 | $43,801,466 | $358,943,042 |
| December 31, 2023 | 990 | $34,953,335 | $42,327,170 | -$7,373,835 | $375,175,740 | $43,969,054 | $331,206,686 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $17,829,118
- of which government grants
- $122,111
- Program service revenue
- $11,054,815
- Investment income
- $15,451,562
- Royalties
- $12,942
- Net rental income
- $128,996
- Net gain from sales of assets
- $13,050,886
- Net income from sales of inventory
- $7,177,864
- Other revenue
- $7,319,802
Expenses
- Grants and similar amounts paid
- $216,186
- Compensation of officers, directors and key employees
- $1,401,083
- Other salaries and wages
- $14,824,366
- Salaries, compensation and benefits (total)
- $19,471,962
- Professional fundraising fees
- $222,000
- Legal fees
- $259,003
- Accounting fees
- $130,000
- Occupancy
- $808,616
- Travel
- $1,134,163
- Depreciation
- $3,501,897
- Program services (functional)
- $30,349,292
- Management and general (functional)
- $8,842,499
- Fundraising (functional)
- $1,866,135
Balance sheet and other
- Total assets, start of year
- $375,175,740
- Total assets, end of year
- $402,744,508
- Total liabilities, end of year
- $43,801,466
- Net assets, end of year
- $358,943,042
- Land, buildings and equipment
- $69,988,754
- Publicly traded securities
- $98,049,592
- Net assets without donor restrictions
- $211,374,550
- Net assets with donor restrictions
- $147,568,492
- Gross unrelated business income
- $1,501,891
- Gross receipts
- $147,046,564
- Employees
- 454
- Volunteers
- 97
- Year formed
- 1923
- State of legal domicile
- VA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LESLIE GREENE BOWMAN | FORMER PRESIDENT Former | 0 | $693,130 | $0 |
| JANE KAMENSKY PHD | PRESIDENT & CEO (FROM 1/15) Officer | 50 | $604,164 | $11,759 |
| CHRISTINE P BARTH | VP & CFO Officer | 50 | $320,148 | $24,639 |
| PETER G HALLOCK | INTERIM PRESIDENT (1/1 - 1/14) Officer | 50 | $259,726 | $23,713 |
| JOHN J LOONEY | EDITOR, THOMAS JEFFERSON PAPER Highest-paid employee | 50 | $177,417 | $15,731 |
| ANDREW R HUFF | DIRECTOR OF IT Highest-paid employee | 50 | $151,722 | $20,531 |
| LAURA NICHOLS | VP EXTERNAL RELATIONS Key employee | 50 | $155,175 | $1,759 |
| JOSEPH T PIERCE | DIRECTOR OF DEVELOPMENT (THRU 12/27/2024) Highest-paid employee | 50 | $143,326 | $3,714 |
| FRASER D NEIMAN | DIRECTOR OF ARCHAEOLOGY Highest-paid employee | 50 | $129,446 | $11,938 |
| DEBORAH M THACKER | CONTROLLER Highest-paid employee | 50 | $124,896 | $16,283 |
| CHRISTOPHER J TOOMEY | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| MOLLY HARDIE | VICE-CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| TOBIAS DENGEL | CHAIRMAN Trustee or director, Officer | 5 | $0 | $0 |
| DANIELLE ALLEN | TRUSTEE (FROM 1/1) Trustee or director | 1 | $0 | $0 |
| DAVID C LANDIN | TRUSTEE Trustee or director | 1 | $0 | $0 |
11 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DONALD A KING JR | TRUSTEE Trustee or director | 1 | $0 |
| DR LD BRITT MD | TRUSTEE Trustee or director | 1 | $0 |
| J MICHAEL LUTTIG | TRUSTEE (FROM 1/1) Trustee or director | 1 | $0 |
| JOHN NAU III | TRUSTEE Trustee or director | 1 | $0 |
| JOSEPH ERDMAN | TRUSTEE Trustee or director | 1 | $0 |
| MELODY BARNES | TRUSTEE Trustee or director | 1 | $0 |
| MICHEYLNN WOODARD | TRUSTEE Trustee or director | 1 | $0 |
| PETER COOK | TRUSTEE Trustee or director | 1 | $0 |
| PETER COOLIDGE | TRUSTEE Trustee or director | 1 | $0 |
| SUZI LEVINE | TRUSTEE Trustee or director | 1 | $0 |
| WILLIAM H WALTON III | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 26 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LESLIE GREENE BOWMAN | PRESIDENT 1/1/23-1/31/23 Officer | 50 | $476,479 | $34,648 |
| ANDREW J O'SHAUGHNESSY | FORMER VP & SAUNDERS DIRECTOR Former | 50 | $350,000 | $4,311 |
| PETER G HALLOCK | INTERIM PRESIDENT 2/1 - 12/31 Officer | 50 | $239,518 | $20,128 |
| CHRISTINE P BARTH | INTERIM VP & CFO (AS OF 3/23) Officer | 50 | $228,874 | $4,856 |
| SHARON L MCELROY | DIRECTOR OF RETAIL SALES Highest-paid employee | 50 | $172,857 | $14,628 |
| JOHN J LOONEY | EDITOR, THOMAS JEFFERSON PAPER Highest-paid employee | 50 | $164,487 | $15,290 |
| ANDREW R HUFF | DIRECTOR OF IT Highest-paid employee | 50 | $163,076 | $14,533 |
| GABRIELE L RAUSSE | DIR, VITICULTURE (thru 6/23) Highest-paid employee | 50 | $150,453 | $8,334 |
| DEBORAH M THACKER | CONTROLLER Highest-paid employee | 50 | $140,265 | $11,157 |
| LAURA B TERRY | VP & CFO 1/1/23-4/10/23 Officer | 50 | $120,112 | $10,528 |
| TOBIAS DENGEL | CHAIRMAN Trustee or director, Officer | 5 | $0 | $0 |
| MOLLY HARDIE | VICE-CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| CHRISTOPHER J TOOMEY | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| MELODY BARNES | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DR LD BRITT MD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PETER COOK | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PETER COOLIDGE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JOSEPH ERDMAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ANNETTE GORDON-REED | TRUSTEE Trustee or director | 1 | $0 | $0 |
| RENEE GRISHAM | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DONALD A KING JR | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DAVID C LANDIN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SUZI LEVINE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JOHN NAU III | TRUSTEE Trustee or director | 1 | $0 | $0 |
| WILLIAM H WALTON III | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MICHEYLNN WOODARD | TRUSTEE Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 316, CHARLOTTESVLE, VA 22902-0316
- In care of
- % CHRISTINE BARTH
- Principal officer (990 for 2024)
- JANE KAMENSKY, PO BOX 316, CHARLOTTESVILLE, VA 22902
- Signed the 990
- CHRISTINE BARTH, VP & CFO
- Phone
- (434) 984-9800
- Website
- WWW.MONTICELLO.ORG
- Return prepared by
- BDO USA
Mission
SEE SCHEDULE O
Program accomplishments
- THE THOMAS JEFFERSON FOUNDATION OPERATES MONTICELLO, THE HOME OF THE NATION'S THIRD PRESIDENT AND AUTHOR OF THE AMERICAN DECLARATION OF INDEPENDENCE. OVER THE PAST TEN YEARS, AN AVERAGE OF 307,600 PEOPLE HAVE VISITED MONTICELLO ANNUALLY. ADMISSION INCLUDES AN INTERPRETIVE GUIDED TOUR OF HIS HOME, ONE OF OUR COUNTRY'S FOREMOST ARCHITECTURAL MASTERPIECES AND THE ONLY HOME IN AMERICA NAMED TO THE UNITED NATIONS WORLD HERITAGE LIST. IN ADDITION TO ADMISSION REVENUE, THE ABOVE TOTAL ALSO INCLUDES GIFTS AND GRANTS, AND SALES FROM THE RETAIL OPERATIONS OF THE MUSEUM SHOPS, CATALOG, AND ONLINE STORE. THE REVENUE CONTRIBUTES TO THE PRESERVATION OF MONTICELLO FOR FUTURE GENERATIONS, WHICH IS ONE OF THE MISSIONS OF THE FOUNDATION. THE FOUNDATION'S RESTORATION DEPARTMENT IS DEDICATED TO THE ARCHITECTURAL PRESERVATION OF THE UNITED NATIONS WORLD HERITAGE HOUSE WHILE THE CURATORIAL COLLECTIONS ARE UNDER THE CARE OF A FULL-TIME CURATORIAL DEPARTMENT.Expenses $26,045,657 · grants $83,331 · revenue $11,054,815
- THE THOMAS JEFFERSON FOUNDATION OPERATES THE ROBERT H. SMITH INTERNATIONAL CENTER FOR JEFFERSON STUDIES, WHICH HOUSES THE THOMAS JEFFERSON LIBRARY. THE CENTER IS ALSO DEVOTED TO EDUCATION OF THE GENERAL PUBLIC AS WELL AS SCHOLARLY RESEARCH AND PUBLICATION, THROUGH THE JEFFERSON LIBRARY, ARCHAEOLOGICAL RESEARCH AND PUBLICATION, AND OTHER ADULT EDUCATION PROGRAMS. THE ROBERT H. SMITH INTERNATIONAL CENTER FOR JEFFERSON STUDIES ALSO IS RESPONSIBLE FOR THE RESEARCH AND PUBLICATION OF 24 VOLUMES OF RESEARCH, THE PAPERS OF THOMAS JEFFERSON, EMBRACING THE PERIOD FROM JEFFERSON'S RETIREMENT FROM THE PRESIDENCY IN MARCH 1809 UNTIL HIS DEATH IN 1826, KNOWN AS THE "RETIREMENT SERIES".Expenses $4,303,635 · grants $132,855
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 54-0505959
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1985
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A540)
- Assets (IRS master file)
- $402,744,508
- Income (IRS master file)
- $147,046,564
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $51,655,297 | $41,057,926 | $402,744,508 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $34,953,335 | $42,327,170 | $375,175,740 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $56,873,096 | $39,515,463 | $353,952,978 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about THOMAS JEFFERSON FOUNDATION INC
- What is the EIN of THOMAS JEFFERSON FOUNDATION INC?
- The employer identification number (EIN) of THOMAS JEFFERSON FOUNDATION INC is 54-0505959.
- Is THOMAS JEFFERSON FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
- Are donations to THOMAS JEFFERSON FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THOMAS JEFFERSON FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THOMAS JEFFERSON FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THOMAS JEFFERSON FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of THOMAS JEFFERSON FOUNDATION INC?
- The 990 for the year ended December 31, 2024 names JANE KAMENSKY.
- Who are the officers and directors of THOMAS JEFFERSON FOUNDATION INC?
- The 990 for the year ended December 31, 2024 lists 26 people; 10 received compensation from the organization, the highest $693,130 (LESLIE GREENE BOWMAN, FORMER PRESIDENT).
- How much revenue does THOMAS JEFFERSON FOUNDATION INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $51,655,297, expenses of $41,057,926 and total assets of $402,744,508 at year end.
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