Nonprofit · EIN 54-0676990
JAMES MONROE MEMORIAL FOUNDATION
Tax-exempt · RICHMOND, VA 23219
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $93,906 | $56,502 | $37,404 | $191,178 | $0 | $191,178 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $74,809
- Program service revenue
- $0
- Investment income
- $497
- Other revenue
- $18,600
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $775
- Occupancy
- $9,607
- Travel
- $1,000
- Depreciation
- $860
- Program services (functional)
- $41,320
- Management and general (functional)
- $15,182
Balance sheet and other
- Total assets, start of year
- $146,923
- Total assets, end of year
- $191,178
- Total liabilities, end of year
- $0
- Net assets, end of year
- $191,178
- Land, buildings and equipment
- $13,955
- Publicly traded securities
- $58,115
- Net assets without donor restrictions
- $191,178
- Gross receipts
- $93,906
- Employees
- 0
- Volunteers
- 25
- Year formed
- 1947
- State of legal domicile
- VA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DON BLAKE | DIRECTOR Trustee or director | 1 | $0 |
| MARY A BROADBENT | DIRECTOR Trustee or director | 1 | $0 |
| SHELBY CHANDLER | DIRECTOR Trustee or director | 1 | $0 |
| SARA COX | DIRECTOR Trustee or director | 1 | $0 |
| CHERYL B DAVIS | DIRECTOR Trustee or director | 1 | $0 |
| KERRY JOHNSON | SECRETARY Trustee or director, Officer | 1 | $0 |
| GEORGE W THOMAS JR | PRESIDENT Trustee or director, Officer | 1 | $0 |
| PETER E BROADBENT JR | SECRETARY Trustee or director, Officer | 1 | $0 |
| PATRICK MCSWEENEY | DIRECTOR Trustee or director | 1 | $0 |
| ALEXANDER RAWLES | DIRECTOR Trustee or director | 1 | $0 |
| C L SIGMON | DIRECTOR Trustee or director | 1 | $0 |
| DAVID MARTIN TREBING | DIRECTOR Trustee or director | 1 | $0 |
| BRANDON C TAYLOR | TREASURER Trustee or director, Officer | 1 | $0 |
| RONALD O WHITE | CHAPLAIN Trustee or director, Officer | 1 | $0 |
| LOUIS T MARCH | DIRECTOR Trustee or director | 1 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GREGORY BURKETT | ASSISTANT CH Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1021 E CARY ST STE 2100, RICHMOND, VA 23219-4046
- In care of
- % HELEN MARIE TAYLOR
- Mailing address (990-N for 2023)
- 101 W ELEVENTH STREET, RICHMOND VA 232242213
- Principal officer (990 for 2024)
- BRANDON C TAYLOR, 1021 EAST CARY STREET STE 2100, RICHMOND, VA 23219
- Principal officer (990-N for 2023)
- PETER E BROADBENT JR, 4804 CARY ST, RICHMOND VA 232262504
- Signed the 990
- BRANDON C TAYLOR, TREASURER
- Phone
- (804) 964-2500
- Website
- MONROEFOUNDATION.ORG
- Return prepared by
- AD&A CPAS LLC
Mission
JAMES MONROE MEMORIAL FOUNDATION IS A NON-PROFIT ORGANIZATION PROVIDING EDUCATION TO PRESERVE AND PROMOTE THE HERITAGE, VIEWS AND PRINCIPALS OF PRESIDENT JAMES MONROE
Program accomplishments
- JAMES MONROE MEMORIAL FOUNDATION IS A NON-PROFIT ORGANIZATION PROVIDING EDUCATION TO PRESERVE AND PROMOTE THE HERITAGE, VIEWS AND PRINCIPALS OF PRESIDENT JAMES MONROEExpenses $40,460
- JAMES MONROE MEMORIAL FOUNDATION IS A NON-PROFIT ORGANIZATION PROVIDING EDUCATION TO PRESERVE AND PROMOTE THE HERITAGE, VIEWS AND PRINCIPALS OF PRESIDENT JAMES MONROEExpenses $860
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-N on file |
IRS record
- EIN
- 54-0676990
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1951
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A59I)
- Assets (IRS master file)
- $191,178
- Income (IRS master file)
- $93,906
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $93,906 | $56,502 | $191,178 | IRS |
| 990-N for 2023 Officer: PETER E BROADBENT JR | December 31, 2023 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990 | December 2022 | $52,429 | $37,124 | $126,237 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 54-0676990).
Questions about JAMES MONROE MEMORIAL FOUNDATION
- What is the EIN of JAMES MONROE MEMORIAL FOUNDATION?
- The employer identification number (EIN) of JAMES MONROE MEMORIAL FOUNDATION is 54-0676990.
- Is JAMES MONROE MEMORIAL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1951.
- Are donations to JAMES MONROE MEMORIAL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does JAMES MONROE MEMORIAL FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of JAMES MONROE MEMORIAL FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JAMES MONROE MEMORIAL FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of JAMES MONROE MEMORIAL FOUNDATION?
- The 990 for the year ended December 31, 2024 names BRANDON C TAYLOR.
- Who are the officers and directors of JAMES MONROE MEMORIAL FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 16 people; 0 received compensation from the organization.
- How much revenue does JAMES MONROE MEMORIAL FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $93,906, expenses of $56,502 and total assets of $191,178 at year end.
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