Civic Intelligence

Thomas Jefferson Foundation Inc.

990T • Fiscal year 2021 • EIN 54-0505959

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

Organization Profilewww.monticello.org

View Organization Page

PO Box 316Charlottesville, VA 22902

(434) 984-9800

Siviq Scores

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600M$400M$200M$0Assets 2010: $232,268,395Liabilities 2010: $38,411,156Net Assets 2010: $193,857,2392010Assets 2011: $233,659,504Liabilities 2011: $41,160,484Net Assets 2011: $192,499,0202011Assets 2012: $247,526,299Liabilities 2012: $40,172,038Net Assets 2012: $207,354,2612012Assets 2013: $287,185,592Liabilities 2013: $35,832,154Net Assets 2013: $251,353,4382013Assets 2014: $312,126,696Liabilities 2014: $38,968,377Net Assets 2014: $273,158,3192014Assets 2015: $306,602,549Liabilities 2015: $38,978,237Net Assets 2015: $267,624,3122015Assets 2016: $303,363,946Liabilities 2016: $40,547,348Net Assets 2016: $262,816,5982016Assets 2017: $319,064,364Liabilities 2017: $39,716,079Net Assets 2017: $279,348,2852017Assets 2018: $298,561,374Liabilities 2018: $35,454,169Net Assets 2018: $263,107,2052018Assets 2019: $344,308,811Liabilities 2019: $37,015,622Net Assets 2019: $307,293,1892019Assets 2020: $377,889,217Liabilities 2020: $41,319,808Net Assets 2020: $336,569,4092020Assets 2021: $395,493,786Liabilities 2021: $38,524,413Net Assets 2021: $356,969,3732021Assets 2022: $353,952,978Liabilities 2022: $50,706,568Net Assets 2022: $303,246,4102022Assets 2023: $375,175,740Liabilities 2023: $43,969,054Net Assets 2023: $331,206,6862023Assets 2024: $402,744,508Liabilities 2024: $43,801,466Net Assets 2024: $358,943,0422024

Latest loaded filing

2024

Assets$402,744,508
Liabilities$43,801,466
Net Assets$358,943,042
Open 2024 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$80M$60M$40M$20M$0-$20MExpenses 2010: $21,732,1232010Expenses 2011: $22,404,4222011Expenses 2012: $24,646,7192012Revenue 2013: $37,447,414Expenses 2013: $24,537,672Net Income 2013: $12,909,7422013Revenue 2014: $40,039,362Expenses 2014: $27,512,045Net Income 2014: $12,527,3172014Revenue 2015: $26,746,782Expenses 2015: $29,673,627Net Income 2015: -$2,926,8452015Revenue 2016: $25,622,996Expenses 2016: $31,701,531Net Income 2016: -$6,078,5352016Revenue 2017: $36,790,276Expenses 2017: $33,581,663Net Income 2017: $3,208,6132017Revenue 2018: $23,076,134Expenses 2018: $33,097,076Net Income 2018: -$10,020,9422018Revenue 2019: $69,372,865Expenses 2019: $31,678,144Net Income 2019: $37,694,7212019Revenue 2020: $60,861,149Expenses 2020: $30,454,366Net Income 2020: $30,406,7832020Revenue 2021: $54,038,606Expenses 2021: $32,558,908Net Income 2021: $21,479,6982021Revenue 2022: $56,873,096Expenses 2022: $39,515,463Net Income 2022: $17,357,6332022Revenue 2023: $34,953,335Expenses 2023: $42,327,170Net Income 2023: -$7,373,8352023Revenue 2024: $51,655,297Expenses 2024: $41,057,926Net Income 2024: $10,597,3712024

Latest loaded filing

2024

Revenue$51,655,297
Expenses$41,057,926
Net Income$10,597,371
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.3
Mission and Program Overview

Mission

The thomas jefferson foundation's mission is two-fold; preservation - to conserve, protect, and maintain monticello in a manner that leaves it enhanced and unimpaired for future generations. Education - to interpret and present thomas jefferson to the widest possible audiences, including scholars and the general public. The foundation's twenty-first century vision is to bring history forward into national and global dialogs.

Filing and Contact Details

Filer

Filer Name
Thomas Jefferson Foundation Inc
EIN
54-0505959
In Care Of
% LAURA B TERRY
Phone
4349849800
Address
PO Box 316, Charlottesville, VA 22902

Signing Officer

Name
Leslie Greene Bowman
Title
VP & CFO
Phone
4349849859
Signed
2022-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Bdo USA Llp
Address
8401 GREENSBORO DRIVE 800, MCLEAN, VA 22102
Preparer
Marc Berger
Phone
7038930600
Raw XML Appendix115 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS4562/BusinessOrActivityTxt01
IRS4562/EvidenceToSupportDeductionInd0false
IRS4562/EvidenceToSupportDeductionInd1false
IRS4562/EvidenceWrittenInd0false
IRS4562/EvidenceWrittenInd1false
IRS4562/MACRSDedForAstInSrvcBfrPYAmt037484
IRS4562/TotalDepreciationAmt037484
IRS990T/AvlblPre2018NOLCarryoverAmt02947129
IRS990T/BalanceDueAmt00
IRS990T/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LAURA B TERRY
IRS990T/BooksInCareOfDetail/PhoneNum04349849859
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt01050 MONTICELLO LOOP ROAD
IRS990T/BooksInCareOfDetail/USAddress/CityNm0Charlottesville
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd022902
IRS990T/BookValueAssetsEOYAmt0395493786
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt02
IRS990T/NetOperatingLossDeductionAmt01305062
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990TScheduleA/BeginningOfYearInventoryAmt00
IRS990TScheduleA/CostOfGoodsSoldAmt0289815
IRS990TScheduleA/DeferredCompensationPlanAmt0264
IRS990TScheduleA/DepreciationNetAmt037484
IRS990TScheduleA/EmployeeBenefitProgramAmt020336
IRS990TScheduleA/GrossProfitAmt0356465
IRS990TScheduleA/GrossReceiptsOrSalesAmt0667049
IRS990TScheduleA/InventoryValuationMethodCd0INVENTORIES AT COST
IRS990TScheduleA/ItmzdSupplementalInfoGrp/ExplanationTxt0SALES OF MERCHANDISE THROUGH CATALOG SALES, MUSEUM SHOP SALES, AND ONLINE RETAIL SALES.
IRS990TScheduleA/ItmzdSupplementalInfoGrp/LineNum0E
IRS990TScheduleA/ItmzdSupplementalInfoGrp/PartNum0SCHEDULE A
IRS990TScheduleA/NetGrossReceiptsOrSalesAmt0646280
IRS990TScheduleA/OfficerDirTrstCompGrp/BusinessName/BusinessNameLine1Txt0LESLIE G BOWMAN
IRS990TScheduleA/OfficerDirTrstCompGrp/BusinessName/BusinessNameLine1Txt1laura terry
IRS990TScheduleA/OfficerDirTrstCompGrp/TimeDevotedToBusinessPct00.25
IRS990TScheduleA/OfficerDirTrstCompGrp/TimeDevotedToBusinessPct10.147
IRS990TScheduleA/OfficerDirTrstCompGrp/TitleTxt0PRESIDENT
IRS990TScheduleA/OfficerDirTrstCompGrp/TitleTxt1VICE PRESIDENT & CFO
IRS990TScheduleA/OfficerDirTrstCompGrp/UnrelatedBusinessCompAmt01668
IRS990TScheduleA/OfficerDirTrstCompGrp/UnrelatedBusinessCompAmt15178
IRS990TScheduleA/OtherDeductionsAmt0258397
IRS990TScheduleA/PrincipalBusinessActivityCd0523000
IRS990TScheduleA/PrincipalBusinessActivityCd1523000
IRS990TScheduleA/PurchasesAmt0289815
IRS990TScheduleA/RepairsAndMaintenanceAmt015729
IRS990TScheduleA/ReturnsAndAllowancesAmt020769
IRS990TScheduleA/SalariesAndWagesAmt0126479
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceReferenceNum12
IRS990TScheduleA/SequenceTotalNum02
IRS990TScheduleA/SequenceTotalNum12
IRS990TScheduleA/TaxesAndLicensesAmt010345
IRS990TScheduleA/TotalCostGoodsSoldAmt0289815
IRS990TScheduleA/TotalDeductionsAmt0475880
IRS990TScheduleA/TotalDepreciationAmt037484
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt01305062
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt06846
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0356465
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt11305062
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0356465
IRS990TScheduleA/TotUnrltTrdBusIncmAmt11305062
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt10
IRS990TScheduleA/TradeOrBusinessDesc0SEE PART XI
IRS990TScheduleA/TradeOrBusinessDesc1INVESTMENT PARTNERSHIPS
IRS990TScheduleA/UBIBeforeNOLDedAmt0-119415
IRS990TScheduleA/UBIBeforeNOLDedAmt11305062
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-119415
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt11305062
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt01305062
IRS990T/TotalUBTIComputedAmt01305062
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LESLIE GREENE BOWMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP & CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum04349849859
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Thomas Jefferson Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0THOM
ReturnHeader/Filer/EIN0540505959
ReturnHeader/Filer/InCareOfNm0% LAURA B TERRY
ReturnHeader/Filer/PhoneNum04349849800
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 316
ReturnHeader/Filer/USAddress/CityNm0Charlottesville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022902
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0135381590
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BDO USA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08401 GREENSBORO DRIVE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MCLEAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022102
ReturnHeader/PreparerPersonGrp/PhoneNum07038930600
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Marc Berger
ReturnHeader/ReturnTs02022-11-15T08:26:02-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Laura B
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Terry
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
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Liabilities
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Net assets
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Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$403$43.8$359$51.7$41.1$10.6
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$375$44.0$331$35.0$42.3$7.37
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$354$50.7$303$56.9$39.5$17.4
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$395$38.5$357$54.0$32.6$21.5
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$378$41.3$337$60.9$30.5$30.4
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$344$37.0$307$69.4$31.7$37.7
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$299$35.5$263$23.1$33.1$10.0
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$319$39.7$279$36.8$33.6$3.21
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$303$40.5$263$25.6$31.7$6.08
2015Detailed filing. Detailed filing data is available for this year.$307$39.0$268$26.7$29.7$2.93
2014Detailed filing. Detailed filing data is available for this year.$312$39.0$273$40.0$27.5$12.5
2013Detailed filing. Detailed filing data is available for this year.$287$35.8$251$37.4$24.5$12.9
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$248$40.2$207$24.6
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$234$41.2$192$22.4
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$232$38.4$194$21.7