Montpelier Foundation
Donations deductibleRevenue
$14.5m
year to 30 June 2025
Expenses
$5.8m
year to 30 June 2025
Total assets
$21.4m
$460k liabilities
Net assets
$21m
assets less liabilities
Directors and trustees
17
2.9 years on average
Staff
103
30 volunteers
Left since last filing
0
no seats appear to have opened
Officers and senior staff
15
named in Part VII
Montpelier Foundation's network
17 people5 organisationsi17 people and 5 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (17). Violet dotted lines (5) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
17 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 17 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Dr Hasan Kwame Jeffries Chair | Chair | 2025 | 1 yr |
| Dean Ian H Solomon | Director | 2025 | 1 yr |
| Dr Bettye Kearse | Director | 2023 | 3 yrs |
| Dr Joshua Rothman | Vice Chair | 2025 | 1 yr |
| Dr Leslie Alexander | Vice Chair | 2025 | 1 yr |
| Dr Nicole Thorne Jenkins | Treasurer | 2025 | 1 yr |
| Mr Benjamin Brewster | Director | 2019 | 7 yrs |
| Mr Howard Zaritsky | Director | 2025 | 1 yr |
| Mr J Haywood Blakemore | Company secretary | 2025 | 1 yr |
| Mr John Kluge JR | Director | 2025 | 1 yr |
| Mr Michael Higginbotham | Director | 2023 | 3 yrs |
| Mr Peter Stoudt | Director | 2020 | 6 yrs |
| Mr Tom Mayes | Director | 2020 | 6 yrs |
| Ms Deanna Cummings | Director | 2023 | 3 yrs |
| Ms Jan Smith | Director | 2025 | 1 yr |
| Ms Mary Alexander | Director | 2023 | 3 yrs |
| Rev Lawrence E Larry Walker | Director | 2023 | 3 yrs |
Officers and senior leadership
15 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Charles D Smith | VP Constitution Center | since 2018 |
| Dr Elizabeth Vassa Chew | VP Museum Programs | since 2018 |
| Dr Sean O'Brien | Executive VP & COO | since 2018 |
| Mr Doug Trout | Exec. VP & Chief Advancement Officer | 2021 |
| Mr Douglas F Trout | Executive VP & CAO | since 2019 |
| Mr George Michael Urban | Chief Financial Officer | since 2021 |
| Mr Roy F Young II | President & CEO | 2021 |
| Ms Cara Sisson | Chief Advancement Officer | since 2021 |
| Ms Elizabeth H Von Hassell | Director of Major Gifts | since 2018 |
| Ms Eola Dance | President | since 2024 |
| Ms KAT Imhoff | President & CEO | since 2018 |
| Ms Krista Costello | Interim President and CEO | since 2023 |
| Ms Sherida J Hawthorne | Director of HR & Administration | 2021 |
| Roy F Young II | President & CEO | 2020 |
| Sherida J Hawthorne | Director of HR and Administration | 2020 |
Pay and hours
year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Ms Eola Dance | Former President | 35 | $213k | $36k | |
| Ms Krista Costello | Interim President and CEO | 35 | $127k | $22k | |
| Dr Hasan Kwame Jeffries | Chair | 2 | $0 | ||
| Dr Leslie Alexander | Vice Chair | 2 | $0 | ||
| Dr Joshua Rothman | Vice Chair | 2 | $0 | ||
| Dr Nicole Thorne Jenkins | Treasurer | 2 | $0 | ||
| Mr J Haywood Blakemore | Secretary | 2 | $0 | ||
| Dr Bettye Kearse | Director | 2 | $0 | ||
| Ms Deanna Cummings | Director | 2 | $0 | ||
| Mr Benjamin Brewster | Director | 2 | $0 | ||
| Dean Ian H Solomon | Director | 2 | $0 | ||
| Mr Michael Higginbotham | Director | 2 | $0 | ||
| Mr Peter Stoudt | Director | 2 | $0 | ||
| Mr Tom Mayes | Director | 2 | $0 | ||
| Ms Mary Alexander | Director | 2 | $0 | ||
| Ms Jan Smith | Director | 2 | $0 | ||
| Mr Howard Zaritsky | Director | 2 | $0 | ||
| Rev Lawrence E Larry Walker | Director | 2 | $0 | ||
| Mr John Kluge Jr | Director | 2 | $0 |
Colorado roster
48 listediOfficers, directors and trustees from the latest filing with the Colorado Secretary of State (document 20263006975). Titles are as filed; some entries are registered agents or custodians of records rather than board members. Source: data.colorado.gov, public domain.| Name | Title as filed |
|---|---|
| Mary Alexander | Director |
| Stephanie Meeks | Emeritus Board Member |
| Gail Serfaty | Emeritus Board Member |
| Margaret H. Jordan | Emeritus Board Member |
| Kyle Stetz | Senior Staff/Director of Interpretation |
| Lawrence E Walker | Director |
| Gregory May | Chairman Emeritus |
| Bettye Kearse | Director |
| Elizabeth B. Waters | Emeritus Board Member |
| David E. Gibson | Emeritus Board Member |
| William C. Remington | Emeritus Board Member |
| Howard Zaritsky | Director |
| Peter G. Rice | Emeritus Board Member |
| Louise B. Potter | Emeritus Board Member |
| Patrick Campbell | Senior Staff/Director of Robert H. Smith Center |
| Krista Costello | Acting President and CEO |
| William H. Lewis | Chairman Emeritus |
| Hunter R Rawlings III | Emeritus Board Member |
| Nicole Thorne Jenkins | Treasurer/Director |
| Patricia Crowe | Emeritus Board Member |
| Krista Costello | |
| William Bichell | Senior Staff/Director of Facilities |
| Nancy N. Campbell | Chairman Emeritus |
| Leslie Alexander | Vice Chair/Director |
| Jan Smith | Director |
| Kelley Fanto Deetz | Senior Staff/Chief Development Officer |
| Michael Higginbotham | Director |
| Joe Grills | Chariman Emeritus |
| H. B. Sedwick III | Emeritus Board Member |
| Katie Crawford-Lackey | Senior Staff/Chief Project Officer |
| Hasan Jeffries | Chairman |
| Margaret B. Rhoads | Emeritus Board Member |
| Jack N Rakove | Emeritus Board Member |
| J. Haywood Blakemore | Secretary/Director |
| Peter Stoudt | Director |
| A.E. Dick Howard | Emeritus Board Member |
| Joshua Rothman | Vice Chair/Director |
| Christy Moriarty | Senior Staff/Director of Communications |
| Benjamin Brewster | Director |
| Krista Costello | COO, Acting President & CEO |
| Richard Moe | Emeritus Board Member |
| Ian H Solomon | Director |
| John Kluge, Jr. | Director |
| Florence Fowlkes | Emeritus Board Member |
| Cynthia M. Reusche | Emeritus Board Member |
| Tom Mayes | Director |
| Deanna Cummings | Director |
| Matthew Reeves | Senior Staff/Director of Archaeology |
About
- Legal name
- Montpelier Foundation
- EIN
- 311620682
- Address
- 11350 Constitution Hwy, Mntpelier Sta, VA, 22957-9900
- State
- Virginia
- 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. (as filed on the Form 990)
- Activity (NTEE)
- A540 Arts, culture and humanities
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Arts, Culture & Humanities
- Size band
- 8 (IRS master file code)
- Formed
- 1998
- Principal officer
- Krista Costello (as named on the Form 990)
- IRS ruling date
- 1 November 1998
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 7, latest 2025
- IRS Publication 78
- PC (contributions deductible)
Most connected
Related organisations (Schedule R)
Longest observed on the filings
≥7years on the filingsMr Benjamin Brewster
≥6years on the filingsMr Peter Stoudt
≥6years on the filingsMr Tom Mayes
≥3years on the filingsDr Bettye Kearse
Latest return
year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.- Total assets
- $21.4m
- Total liabilities
- $460k
- Net assets or fund balances
- $21m
- Contributions and grants received
- $12m
- Program service revenue
- $1.2m
- Employees
- 103
- Volunteers
- 30
State registration
1 entityiBusiness-entity registers published by US states. These records are matched to this organisation by name and state, not by EIN, and are labelled as likely matches. Street addresses are not shown.The Montpelier Foundation likely matchiMatched by exact name and state (and ZIP where shown). State registers do not publish EINs, so this is not a confirmed match. Source: Colorado Secretary of State (CDOS), business entities (data.colorado.gov 4ykn-tg5h). Licence: public domain. Data last fetched 18 October 2026.
- State
- Colorado
- Entity type
- nonprofit corporation
- Status
- Good Standing
- Formed
- 13 October 2009
- Registered agent
- Corporation Service Company (city and state not held)
This register does not publish officers or directors.