Thomas Jefferson Foundation, Inc.

Thomas Jefferson Foundation, Inc. General Information Contact Information Nonprofit Thomas Jefferson Foundation, Inc. Address P.O. Box 217 Charlottesville, VA 22902 Phone 434 984-9820 Fax 434 977-6140 Web Site www.monticello.org Facebook facebook.com/tjmonticello Twitter @TJMonticello At A Glance Year of Incorporation 1923 Former Names Organization's type of tax exempt status Thomas Jefferson Memorial Foundation, Inc. Public Supported Charity 1

Statements & Search Criteria Mission The Foundation's mission is two-fold: Preservation - to conserve, protect, and maintain Monticello in a manner which leaves it enhanced and unimpaired for future generations; and, Education - to interpret and present Thomas Jefferson to the widest possible audiences, including scholars and the general public. Background The Thomas Jefferson Foundation was incorporated in 1923 to preserve Monticello, now recognized as a National Historic Landmark and the only presidential home on the United Nations World Heritage Site. Since opening in 1924, Monticello has welcomed more than 27 million visitors. The Foundation is also distinguished for its world-class library and academic center, its acquisition and protection of 2,400 acres of Jefferson s 5,000- acre plantation, its award-winning website, and its 21st-century visitor gateway and education center, welcoming 450,000 people annually. Its mission is two-fold: Preservation: To conserve, protect, and maintain Monticello in a manner which leaves it unimpaired for future generations; Education: To interpret and present Thomas Jefferson and his legacy to the widest possible audience, including scholars, students, educators and the general public. The Thomas Jefferson Foundation s vision is to engage a global audience in a dialogue with Jefferson s ideas. Through virtual, off-site, and on-site engagement, the Foundation stimulates interest in Jefferson and applies its extensive research and knowledge to reveal his genius in a variety of pursuits, from architecture and the arts, horticulture, cuisine, agriculture, natural history and science, to philosophy, political ideals, education and the rights of man. Impact Many of our past accomplishments are linked to our on-going goals that we seek to attain. We strive to continue the rise of visitation by transforming the visitor experience and engaging visitors with a dialogue of Jefferson's ideas. We continue to focus on our preservation of the landscape of slavery at "Mulberry Row," the heart of plantation activity in Monticello. With further archaeological digging and restoration of the dependencies, we have restored this road scheme to make the invisible world of slavery visible. Due to overwhelming demand we have increased the number of Behind the Scenes tours going to the second and third floors of the house, including the Dome Room. These tours give visitors a chance to explore Jefferson s three-dimensional autobiography, Monticello. Also, our impact on school children is growing, with more classes participating in our in-depth K-12 study programs. We look towards expanding educational outreach programs to more children, families, teachers and adults. Needs The Thomas Jefferson Foundation s 2016 top fundraising goals include: Continuing preservation of the landscape of slavery at Mulberry Row, the heart of plantation activity at Monticello. The foundation is restoring this area to make the invisible world of slavery more visible to both our real and virtual visitors. Complete restoration of the upper levels of the House and enrich the visitor's experience and understanding of Monticello as a bustling and lively plantation home. Furthering support for Education programming, including funding that would allow inner-city students to come and experience Monticello through our in-depth K-12 study programs. Continuing support for the Monticello Annual Fund, through which the Foundation makes significant strides toward the enhancement and stewardship of Thomas Jefferson s Monticello. Areas Of Service 2

Areas Served Areas Internationally Although physically located in Charlottesville, Virginia, the Thomas Jefferson Foundation, Inc. supports programs and education related to the study of Monticello, Thomas Jefferson, and his enduring ideals on site, online, and internationally. Service Categories History Museums Libraries 3

Programs Programs Preservation and Education Description Perhaps no other home in the United States more accurately reflects the personality of its owner than Monticello. A visit is vital to the understanding of Jefferson, and the Foundation offers a number of tours that range from the intimacy of Jefferson's private suite of rooms in Monticello's main house, to the sensations of his gardens, orchards and vineyards, to the stories of slaves who worked and lived on the plantation. The Foundation has a long history at the forefront of historic preservation. Among the highlights of our restoration projects are the gardens of the East and West Fronts of Monticello in the 1940s, the recreation of Jefferson's innovative Vegetable Garden Terrace and Pavilion, and the complex roof systems of the main house. In all its pursuits, the Foundation relies upon the continual process of research, restoration, conservation and archaeological initiatives to support the accuracy of its programs. Budget $0.00 4

Board & Governance Board Chair Board Chair Mr. Donald A. King Jr. Company Affiliation Board of Trustees Term Jan 2013 to Jan 2019 Email mwynn@monticello.org Board Members Name Affiliation Status Melody Barnes Community Volunteer Voting John H. Birdsall III Community Volunteer Voting Dr. L.D. Britt Community Volunteer Voting J. F. Bryan IV Community Volunteer Voting Peter J. Coolidge Community Volunteer Voting Harlan Crow Community Volunteer Voting Charles T. Cullen Community Volunteer NonVoting Ginger Huang Dietrich Community Volunteer Voting Joseph Erdman Community Volunteer Voting Richard Gilder Community Volunteer NonVoting David R. Goode Community Volunteer NonVoting Brenton S. Halsey Community Volunteer NonVoting Molly Hardie Community Volunteer Voting Daniel P. Jordan Community Volunteer NonVoting Donald A. King Jr. Community Volunteer Voting Fritz R. Kundrun Community Volunteer Voting E. Charles Longley Jr. Community Volunteer Voting Richard A. Mayo Community Volunteer Voting David McCullough Community Volunteer NonVoting Jon Meacham Community Volunteer Voting Charlotte Moss Community Volunteer Voting Libby H. O'Connell Community Volunteer Voting Sarah Perot Community Volunteer Voting Pamela Reynolds Community Volunteer Voting Gilbert P. Schafer III Community Volunteer Voting Michelle Smith Community Volunteer Voting Hunter J. Smith Community Volunteer NonVoting John Charles Thomas Community Volunteer NonVoting Board Demographics - Ethnicity African American/Black 2 5

Asian American/Pacific Islander 1 Caucasian 25 Hispanic/Latino 0 Native American/American Indian 0 Board Demographics - Gender Male 20 Female 8 Unspecified 0 Governance Board Term Lengths 3 Board Term Limits 3 Board Meeting Attendance % 0 Written Board Selection Criteria? Written Conflict of Interest Policy? Percentage Making Monetary Contributions 100 Percentage Making In-Kind Contributions 0 Number of Full Board Meetings Annually 2 6

Management Executive Director/CEO Executive Director Ms. Leslie Greene Bowman Term Start Nov 2008 Email lbowman@monticello.org Former CEOs Name Term Dr. Daniel P. Jordan Jan 1985 - Jan 2008 Staff Full Time Staff 155 Part Time Staff 217 Volunteers 176 Contractors 0 Retention Rate 0 Plans Organization has a Fundraising Plan? Organization has a Strategic Plan? Under Development Years Strategic Plan Considers 5 Organization Policy and Procedures Nondiscrimination Policy Whistleblower Policy 7

Financials Fiscal Year Jan Fiscal Year 2017 Projected Revenue $35,878,000.00 Projected Expenses $35,878,000.00 Endowment Value 217091000 Spending Policy Percentage Percentage (if selected) 5% s Detailed Financials Revenue and Expenses Total Revenue $30,224,903 $27,431,984 $52,165,330 Total Expenses $35,270,894 $32,965,991 $30,360,449 Revenue Sources Foundation and Corporation -- -- -- Contributions Government Contributions $143,100 $39,085 $8,813 Federal -- -- -- State -- -- -- Local -- -- -- Unspecified $143,100 $39,085 $8,813 Individual Contributions $8,385,463 $8,275,541 $28,433,018 Indirect Public Support $2,814 $5,900 $5,887 Earned Revenue $17,923,599 $8,758,485 $16,117,847 Investment Income, Net of Losses $2,144,127 ($252,080) $6,941,072 Membership Dues -- -- -- Special Events $427,226 $568,303 $396,659 Revenue In-Kind $959,940 $1,546,340 $187,965 Other $238,634 $8,490,410 $74,069 8

Expense Allocation Program Expense $29,852,253 $27,664,066 $25,107,120 Administration Expense $3,825,008 $3,439,447 $3,578,637 Fundraising Expense $1,593,633 $1,862,478 $1,674,692 Payments to Affiliates -- -- -- Total Revenue/Total Expenses 0.86 0.83 1.72 Program Expense/Total Expenses 85% 84% 83% Fundraising Expense/Contributed Revenue 18% 21% 6% Assets and Liabilities Total Assets $303,237,778 $306,470,226 $311,988,218 Current Assets $9,837,329 $16,887,467 $22,849,872 Long-Term Liabilities $36,086,311 $36,410,093 $36,405,240 Current Liabilities $4,334,869 $2,435,821 $2,424,659 Total Net Assets $262,816,598 $267,624,312 $273,158,319 Short Term Solvency Current Ratio: Current Assets/Current Liabilities 2.27 6.93 9.42 Long Term Solvency Long-Term Liabilities/Total Assets 12% 12% 12% Top Funding Sources Top Funding Source & Dollar Amount -- -- -- Second Highest Funding Source & Dollar -- -- -- Amount Third Highest Funding Source & Dollar Amount -- -- -- Capital Campaign Currently in a Capital Campaign? Goal 65000000 Dates May 2015 to May 2017 Amount Raised To Date 52000000 as of Dec 2015 Capital Campaign Anticipated in Next 5 Years? No State Charitable Solicitaions Permit Permit? 0 Registration 0 Comments Foundation Comments and audit prepared by Brown, Edwards & Company, LLP. Financial information provided by, with supplemental information provided by the audit. 9