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

Thomas Jefferson Foundation

Preserving and educating

three stars

89.52

P.O. Box 316 Charlottesville, VA 22902
tel: (434) 984-9800   Web Site
EIN: 54-0505959

Board Leadership
Jon Meacham
Chairman

CEO
Leslie Greene Bowman
President

  Score
(out of 100)
Rating
Overall Score & Rating 89.52 three stars
  Financial 85.49 three stars
  Accountability & Transparency 97.00 four stars
This rating was published 10/01/2019 and includes data from FY2017, 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.

Impact Information

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Financial

three stars

85.49

Accountability & Transparency

four stars

97.00

This rating was published 10/01/2019 and includes data from FY2017, 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)
78.1%
  Administrative Expenses 16.7%
  Fundraising Expenses 5.1%
  Fundraising Efficiency $0.17
  Working Capital Ratio (years) 7.29
  Program Expenses Growth 6.5%
  Liabilities to Assets 12.4%
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.
REVENUE  
Contributions  
   Contributions, Gifts & Grants $8,223,215
   Federated Campaigns $3,279
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $157,570
Total Contributions $8,384,064
   Program Service Revenue $10,181,842
Total Primary Revenue $18,565,906
   Other Revenue $18,224,370
TOTAL REVENUE $36,790,276
   
EXPENSES  
   Program Expenses $26,192,730
   Administrative Expenses $5,641,647
   Fundraising Expenses $1,747,286
TOTAL FUNCTIONAL EXPENSES $33,581,663
   
Payments to Affiliates $0
Excess (or Deficit) for the year $3,208,613
   
Net Assets $279,348,285

Charts

Compensation % of Expenses Paid to Title
$452,492 1.34% Leslie G. Bowman President

Mission

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.

Highly Rated

Charity Name & State Overall Score Overall Rating
Thomas Jefferson Foundation (VA) 89.52 three stars
The Mount (MA) 87.85 three stars
Statue of Liberty-Ellis Island Foundation (NY) 90.94 four stars
American Battlefield Trust (DC) 94.17 four stars
American Society for Yad Vashem (NY) 92.22 four stars

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Charity Contact Info

Thomas Jefferson Foundation
P.O. Box 316
Charlottesville, VA 22902
tel: (434) 984-9800
EIN: 54-0505959

Visit Web Site

Board Leadership

Jon Meacham
Chairman

CEO

Leslie Greene Bowman
President