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Arts, Culture, Humanities : Libraries, Historical Societies and Landmark Preservation

Thomas Jefferson Foundation

Preserving and educating

three stars

81.84

Post Office Box 217 Charlottesville, VA 22902
tel: (434) 984-9800   Web Site
EIN: 54-0505959

Board Leadership
Melody Barnes
Chair

CEO
Leslie Greene Bowman
President

  Score
(out of 100)
Rating
Overall Score & Rating 81.84 three stars
  Financial 75.30 two stars
  Accountability & Transparency 93.00 four stars
This rating was published 06/01/2021 and includes data from FY2019, the most recent 990 received at that time.

The Thomas Jefferson Foundation operates Monticello, the home of the Nation's third president and author of the American Declaration of Independence as a living memorial to Thomas Jefferson's life, interests, and ideals. Founded in 1923, the Foundation supports its dual mission of preservation and education. Its facilities now include the house and gardens; the Robert H. Smith International Center for Jefferson Studies, home to the Jefferson Library; a museum shop; and the Thomas Jefferson Center for Historic Plants. The Monticello Visitors Center houses a permanent exhibition, a theater, a second museum shop, and the Foundation's Department of Education.

The Thomas Jefferson Foundation operates Monticello, the home of the Nation's third president and author of the American Declaration of Independence as a living memorial to Thomas Jefferson's life, interests, and ideals. Founded in 1923, the Foundation supports its dual mission of preservation and education. Its facilities now include the house and gardens; the Robert H. Smith International Center for Jefferson Studies, home to the Jefferson Library; a museum shop; and the Thomas Jefferson Center for Historic Plants. The Monticello Visitors Center houses a permanent exhibition, a theater, a second museum shop, and the Foundation's Department of Education.

Financial

two stars

75.30

Accountability & Transparency

four stars

93.00

This rating was published 06/01/2021 and includes data from FY2019, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
77.3%
  Administrative Expenses 17.8%
  Fundraising Expenses 4.7%
  Fundraising Efficiency $0.22
  Working Capital Ratio (years) 7.76
  Program Expenses Growth -1.3%
  Liabilities to Assets 10.7%
All data for Financial Performance Metrics calculations was provided by Thomas Jefferson Foundation on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Thomas Jefferson Foundation on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
Thomas Jefferson Foundation (VA) 81.84 three stars
New York Landmarks Conservancy (NY) 86.57 three stars
Statue of Liberty-Ellis Island Foundation (NY) 91.45 four stars
National Trust for Historic Preservation (DC) 88.40 three stars
Blithewold (RI) 85.07 three stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $5,504,607
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $381,447
Total Contributions $5,886,054
   Program Service Revenue $9,677,322
Total Primary Revenue $15,563,376
   Other Revenue $53,809,489
TOTAL REVENUE $69,372,865
   
EXPENSES  
   Program Expenses $24,058,350
   Administrative Expenses $6,247,860
   Fundraising Expenses $1,371,934
TOTAL FUNCTIONAL EXPENSES $31,678,144
   
Payments to Affiliates $0
Excess (or Deficit) for the year $37,694,721
   
Net Assets $307,293,189

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Operation of Monticello Home $20,179,223 83.9%
Operation of the International Center for Jefferson Studies $3,879,127 16.1%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2019-12 06/01/2021 81.84 three stars
2018-12 05/01/2020 88.53 three stars
2017-12 10/01/2019 89.52 three stars
2016-12 07/01/2018 91.32 four stars
2015-12 10/01/2017 89.02 three stars
2015-12 07/01/2017 87.49 three stars
2014-12 06/01/2016 90.44 four stars
 
CN 2.0
2014-12 04/01/2016 91.10 four stars
2013-12 07/01/2015 90.87 four stars
2012-12 03/01/2014 87.64 three stars
2011-12 03/01/2013 90.34 four stars
2010-12 04/01/2012 90.16 four stars
2009-12 09/20/2011 90.69 four stars
 
CN 1.0
2009-12 07/01/2011 91.72 four stars
2008-12 06/01/2010 90.11 four stars
2007-12 07/01/2009 93.22 four stars
2006-12 06/01/2008 87.05 three stars
2005-12 02/01/2008 75.96 two stars
2004-12 01/01/2006 76.28 two stars
2003-12 04/01/2005 85.16 three stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 54-0505959
Name in IRS Master File THOMAS JEFFERSON FOUNDATION INC
NTEE Code A54
NTEE Classification History Museums
NTEE Type Arts, Culture and Humanities
Classification Educational Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (62) Historical site, records or reenactment
(205) Professional association
(40) Scholarships (other)
Foundation Status Organization that normally receives no more than one-third of its support from gross investment income and unrelated business income and at the same time more than one-third of its support from contributions, fees, and gross receipts related to exempt purposes.  509(a)(2)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date April, 1985
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End December
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • December, 2017
  • December, 2016
  • December, 2015
  • December, 2014
  • December, 2013
Compensation % of Expenses Paid to Title
None reported -- This organization did not report a CEO
Other Salaries of Note
$174,253 0.55% Gary L. Sandling Vice President of Visitor Services
$173,320 0.54% Joshua J. Scott Vice President of Development

Highly Rated

Charity Name & State Overall Score Overall Rating
Thomas Jefferson Foundation (VA) 81.84 three stars
Archaeological Conservancy (NM) 89.88 three stars
Preservation Trust of Vermont (VT) 86.44 three stars
Morven Museum & Garden (NJ) 92.14 four stars
Friends of Mount Auburn Cemetery (MA) 86.04 three stars

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This charity has an official representative registered with Charity Navigator.

Charity Contact Info

Thomas Jefferson Foundation
Post Office Box 217
Charlottesville, VA 22902
tel: (434) 984-9800
EIN: 54-0505959

Visit Web Site

Board Leadership

Melody Barnes
Chair

CEO

Leslie Greene Bowman
President

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