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MONTPELIER FOUNDATION

EIN 31-1620682 MNTPELIER STA, VA

Revenue 2024
$14,474,241
Expenses 2024
$5,797,525

Program services were 78.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
NTEE code
A540
Classification
1000
Street
11350 CONSTITUTION HWY

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2024

Mission

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.

  • 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. IT WAS INSTRUMENTAL IN THE PLANNING AND EXECUTION OF THE AWARD-WINNING EXHIBITION THE MERE DISTINCTION OF COLOUR.

    Expenses $2,310,326 · Revenue $1,291,004

  • Withheld by Nonprofiteer: this text may name a private individual.

    Expenses $523,435

  • 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.

    Expenses $561,362 · Revenue $83,203

  • Expenses $1,153,953

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • DR HASAN KWAME JEFFRIES

    CHAIR

    Total calculated
    $0
    Hours/week
    2
  • DR LESLIE ALEXANDER

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2
  • DR JOSHUA ROTHMAN

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2
  • DR NICOLE THORNE JENKINS

    TREASURER

    Total calculated
    $0
    Hours/week
    2
  • MR J HAYWOOD BLAKEMORE

    SECRETARY

    Total calculated
    $0
    Hours/week
    2
  • DR BETTYE KEARSE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • MS DEANNA CUMMINGS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • MR BENJAMIN BREWSTER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • DEAN IAN H SOLOMON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • MR MICHAEL HIGGINBOTHAM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • MR PETER STOUDT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • MR TOM MAYES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • MS MARY ALEXANDER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • MS JAN SMITH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • MR HOWARD ZARITSKY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • REV LAWRENCE E LARRY WALKER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • MR JOHN KLUGE JR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • MS EOLA DANCE

    FORMER PRESIDENT

    Total calculated
    $248,853
    From this org
    $212,695
    From related orgs
    $0
    Other
    $36,158
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $212,695
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $36,158
    Filer's total
    $248,853
  • MS KRISTA COSTELLO

    INTERIM PRESIDENT AND CEO

    Total calculated
    $149,153
    From this org
    $127,481
    From related orgs
    $0
    Other
    $21,672
    Hours/week
    35

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $14,474,241
    Expenses
    $5,797,525
    Contributions
    $11,978,197
    Grants paid
    $0
  • 2023
    Revenue
    $5,338,097
    Expenses
    $6,641,188
    Contributions
    $3,090,438
    Grants paid
    $75,000
  • 2022
    Revenue
    $10,079,782
    Expenses
    $6,134,018
    Contributions
    $8,376,168
    Grants paid
    $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2024 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported
  • 2023 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported
  • 2022 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported
  • 2021 · 990

    Revenue
    $7,244,660
    Expenses
    $6,688,180
    Assets (EOY)
    $32,791,745
  • 2021 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported
  • 2020 · 990

    Revenue
    $6,661,464
    Expenses
    $5,781,562
    Assets (EOY)
    $34,651,611
  • 2020 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported
  • 2019 · 990

    Revenue
    $5,470,345
    Expenses
    $7,524,678
    Assets (EOY)
    $32,140,542
  • 2018 · 990

    Revenue
    $7,946,640
    Expenses
    $9,404,857
    Assets (EOY)
    $34,216,716
  • 2017 · 990

    Revenue
    $6,923,533
    Expenses
    $10,867,685
    Assets (EOY)
    $36,112,322

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

Where these grants went next →

Grants received

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2024 return

Taxable family

From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.

Related corporations and trusts on its 2024 return

  • CHARITABLE REMAINDER ANNUITY TRUST (1)

    TRUST · VA

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 13 October 2026, under deductibility PC.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 26 October 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.