Montpelier Foundation

Organization Overview

Montpelier Foundation is located in Orange, VA. The organization was established in 1998. According to its NTEE Classification (A54) the organization is classified as: History Museums, under the broad grouping of Arts, Culture & Humanities and related organizations. As of 06/2022, Montpelier Foundation employed 94 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Montpelier Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.

For the year ending 06/2022, Montpelier Foundation generated $7.2m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (4.7%) each year. All expenses for the organization totaled $6.7m during the year ending 06/2022. As we would expect to see with falling revenues, expenses have declined by (5.6%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.

Mission & Program ActivityExcerpts From the 990T Filing

TAX YEAR

2022

Describe the Organization's Mission:

Part 3 - Line 1

A MEMORIAL TO JAMES MADISON AND THE ENSLAVED COMMUNITY, A MUSEUM OF AMERICAN HISTORY, AND A CENTER FOR CONSTITUTIONAL EDUCATION THAT ENGAGES THE PUBLIC WITH THE ENDURING LEGACY OF MADISON'S MOST POWERFUL IDEA: GOVERNMENT BY THE PEOPLE.

Describe the Organization's Program Activity:

EDUCATION AND ENGAGEMENT: WORKING CLOSELY WITH ARCHAEOLOGY, HISTORIC ARCHITECTURE AND COLLECTIONS, THE DEPARTMENT OF EDUCATION AND ENGAGEMENT OVERSEES ALL PUBLIC PROGRAMMING AT MONTPELIER. THIS INCLUDES DEVELOPING TOUR CONTENT, INTERPRETIVE SIGNAGE, AND PROGRAMMING FOR STUDENT AND ADULT GROUPS. THE DEPARTMENT ALSO IS RESPONSIBLE FOR TRAINING THE INTERPRETIVE AND VISITOR SERVICES STAFF. IT WAS INSTRUMENTAL IN THE PLANNING AND EXECUTION OF THE AWARD-WINNING EXHIBITION THE MERE DISTINCTION OF COLOUR.


HISTORIC ARCHITECTURE AND COLLECTIONS:HISTORIC ARCHITECTURE AND COLLECTIONS ARE RESPONSIBLE FOR THE CARE AND MAINTENANCE OF MONTPELIER'S HISTORIC STRUCTURES - MANY ASSOCIATED WITH THE DUPONT ERA - IN ADDITION TO LEADING SIGNIFICANT HISTORIC RECONSTRUCTION PROJECTS SUCH AS THE SOUTH YARD. THIS IS ACCOMPLISHED THROUGH ARCHITECTURAL FIELDWORK BY EXAMINING WOOD SPECIES, NAILS, WINDOWS, DECORATIVE MOULDINGS, AND MORE, TO ENSURE THAT THE RECONSTRUCTED BUILDINGS ARE AS HISTORICALLY ACCURATE AS POSSIBLE. FOR EXAMPLE, DURING THE RESTORATION OF THE TEMPLE, THE RECOVERY OF A SINGLE MADISON-ERA SHINGLE WHILE INVESTIGATING THE ROOF FRAMING LED TO THE DETERMINATION THAT THE TEMPLE ROOF WAS ORIGINALLY PAINTED RED. CURATORIAL AND COLLECTIONS IS INSTRUMENTAL IN THE FURNISHING OF THE HOUSE AND OTHER RECONSTRUCTED BUILDINGS ON THE PROPERTY. ALL OF THE INSTALLATIONS AND ACQUISITIONS ARE BASED, AT LEAST IN PART, ON THE WORK AND DISCOVERIES OF OTHER DEPARTMENTS LIKE ARCHAEOLOGY, RESEARCH, AND ARCHITECTURAL PRESERVATION. RECENT PROJECTS INCLUDE THE FURNISHING PLANS FOR THE SOUTH YARD QUARTERS; THE ACQUISITION OF THE ARTWORK IN THE SOUTH PASSAGE OF THE HOUSE; THE ACQUISITION OF OBJECTS CONNECTED TO DOLLEY MADISON: A LADY'S POCKET WATCH, SEWING KIT, AND MINIATURE PAINTING OF THE YOUNG MRS. MADISON; AND THE MOST RECENT FURNISHINGS OF JOHN PAYNE TODD'S BEDROOM, A GUEST BEDROOM, AND AN "INTERACTIVE" ROOM.


ARCHAEOLOGY:MONTPELIER'S DEPARTMENT OF ARCHAEOLOGY SPENDS APPROXIMATELY TWO-THIRDS OF THE YEAR ENGAGING IN ACTIVE ONSITE EXCAVATIONS, WITH THE REMAINDER OF THE YEAR SPENT IN THE LAB CATALOGUING, ANALYZING, AND MENDING ARTIFACTS. THEIR DISCOVERIES ALLOW MONTPELIER TO PROVIDE ACCURATE HISTORICAL INTERPRETATION OF THE PLANTATION, INCLUDING THE RECENTLY RESTORED BUILDINGS IN THE SOUTH YARD THAT HOUSED THE ENSLAVED COMMUNITY DURING MADISON'S LIFETIME. EMBRACING "CITIZEN SCIENCE," THE DEPARTMENT HOSTS THE PUBLIC FOR MULTIPLE IMMERSIVE PROGRAMS WHERE PARTICIPANTS WORK SIDE-BY-SIDE WITH ARCHAEOLOGISTS AND MUSEUM PROFESSIONALS, OFFERING MULTIPLE PROGRAM FORMATS, FROM ONE DAY TO A WHOLE WEEK.


ROBERT H. SMITH CENTER FOR THE CONSTITUTION:THE ROBERT H. SMITH CENTER FOR THE CONSTITUTION PROVIDES WORLD-CLASS EDUCATIONAL PROGRAMMING, BOTH ON-SITE AND ONLINE. PARTICIPANTS COME FROM ALL OVER THE WORLD TO ENGAGE IN CIVIC DIALOGUE, IMPROVE THEIR UNDERSTANDING OF THE FOUNDING PRINCIPLES OF THE UNITED STATES, AND DEEPEN THEIR POTENTIAL INVOLVEMENT IN DEMOCRACY. SPECIFIC PROGRAMMING IS OFFERED FOR EDUCATORS, LAW ENFORCEMENT OFFICERS, AND INTERNATIONAL CIVIL SERVANTS.


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Outside Vendors & Contractors

Vendor Name (Service)Compensation
The Blue Ridge Group Inc
Advertising
$222,414
Salvagewrights Ltd
Construction
$153,153
Salvagewrights Ltd
Construction
$153,153
The Blue Ridge Group Inc
Advertising
$222,414
The Blue Ridge Group Inc
Advertising
$222,414
Salvagewrights Ltd
Construction
$153,153
View All Vendors

Financial Statements

Statement of Revenue
Federated campaigns$0
Membership dues$0
Fundraising events$0
Related organizations$0
Government grants $1,857,964
All other contributions, gifts, grants, and similar amounts not included above$3,387,135
Noncash contributions included in lines 1a–1f $156,419
Total Revenue from Contributions, Gifts, Grants & Similar$5,245,099
Total Program Service Revenue$872,422
Investment income $677,087
Tax Exempt Bond Proceeds $0
Royalties $0
Net Rental Income $242,416
Net Gain/Loss on Asset Sales $0
Net Income from Fundraising Events $0
Net Income from Gaming Activities $0
Net Income from Sales of Inventory $183,917
Miscellaneous Revenue$0
Total Revenue $7,244,660

Grants Recieved

Over the last fiscal year, we have identified 24 grants that Montpelier Foundation has recieved totaling $565,567.

Awarding OrganizationAmount
Hickerson Foundation

Orange, VA

PURPOSE: TO AID AND SUPPORT ORGANIZATION

$110,000
Charlottesville Area Community Foundation

Charlottesville, VA

PURPOSE: DEVELOPING A CURRICULUM AND DIALOGUE PARTNERSHIP ACPS TO HELP ADDRESS SYSTEMIC RACIAL INEQUITIES WITHIN ACPS THROUGH TEACHER PROFESSIONAL DEVELOPMENT, CURRICULUM DEVELOPMENT AND IMPLEMEN

$99,500
Perry Foundation Incorporated

Charlottesville, VA

PURPOSE: PURPOSE OF DONEE

$60,000
The Charles Fund Inc

Charlottesville, VA

PURPOSE: GENERAL PURPOSES OF DONEE

$60,000
Schwab Charitable Fund

San Francisco, CA

PURPOSE: ARTS, CULTURE & HUMANITIES

$43,000
The Community Foundation Inc

Richmond, VA

PURPOSE: GENERAL PURPOSES

$35,250
View Grant Recipient Profile

Endowment Analysis

Beg. Balance$10,443,736
Earnings-$683,259
Admin Expense$30,306
Other Expense$538,747
Ending Balance$9,191,424

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