Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
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Calendar year (or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | ||||||
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | ||||||
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | ||||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | ||||||
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | 12,152,829 | 9,350,994 | 13,737,153 | 8,693,447 | 11,588,826 | 55,523,249 |
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | 136,425 | 79,647 | 57,490 | 47,392 | 130,152 | 451,106 |
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | 12,289,254 | 9,430,641 | 13,794,643 | 8,740,839 | 11,718,978 | 55,974,355 |
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | 6,744,679 | 3,506,531 | 4,615,603 | 2,445,194 | 3,803,523 | 21,115,530 |
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | 0 | |||||
| c | Add lines 7a and 7b.. | 6,744,679 | 3,506,531 | 4,615,603 | 2,445,194 | 3,803,523 | 21,115,530 |
| 8 | Public support. (Subtract line 7c from line 6.) | 34,858,825 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | 12,289,254 | 9,430,641 | 13,794,643 | 8,740,839 | 11,718,978 | 55,974,355 |
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | 1,538,409 | 1,358,354 | 1,019,871 | 664,966 | 721,927 | 5,303,527 |
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | 1,538,409 | 1,358,354 | 1,019,871 | 664,966 | 721,927 | 5,303,527 |
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | 13,827,663 | 10,788,995 | 14,814,514 | 9,405,805 | 12,440,905 | 61,277,882 |
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
|||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2018 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2018 |
(iii) Distributable Amount for 2018 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2018 from Section C, line 6 |
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|
2
Underdistributions, if any, for years prior to 2018 (reasonable cause required-- explain in Part VI). See instructions. |
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| 3 Excess distributions carryover, if any, to 2018: | ||||
| a From 2013....... | ||||
| b From 2014....... | ||||
| c From 2015....... | ||||
| d From 2016....... | ||||
| e From 2017....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2018 distributable amount | ||||
|
i
Carryover from 2013 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2018 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2018 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2018, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2018. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2019. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2014...... | ||||
| b Excess from 2015..... | ||||
| c Excess from 2016..... | ||||
| d Excess from 2017..... | ||||
| e Excess from 2018..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| PART III - LINE 4A | WORLD MONUMENTS FUND, INC. ("WMF") FIELD WORK ENCOMPASSES FIVE CORE INTERNATIONAL PROJECT SITES IN THE U.S., PERU AND CAMBODIA, (B) PROVIDES HANDS-ON TRAINING AND ON-SITE RESTORATION WORK AT FIVE BUILDING AND CULTURAL TOURISM MANAGEMENT IN LOCAL COMMUNITIES, (3) ADVOCACY FOR THE PRESERVATION MOVEMENT, (4) EDUCATION AND TRAINING, AND PROGRAM ACTIVITIES INCLUDED (A) A CRAFTSMAN TRAINING PROGRAM THAT BENEFITS WITH THE DAMAGE TO FRAGILE HISTORIC SITES (C) MODERNISM AT RISK EXHIBITION "MODERN SOLUTIONS FOR SAVING MODERN LANDMARKS" WHICH EXPLORES THE ROLE DESIGNERS AND ARCHITECTS PLAY IN SAVING ENDANGERED MODERN TECHNICAL REPORTS AND IMAGES, PAST PUBLICATIONS, NEWSLETTERS, PRINTED (F) ARCHIVAL PROGRAM TO ORGANIZE RESTORATION PROJECT MATERIALS, DIGITIZE MATERIALS RELATED TO FIELD PROJECTS IN A DIGITAL IMAGE LIBRARY AVAILABLE PURPOSES, (G) WMF'S WEBSITE WHICH OFFERS DIGITIZED MATERIALS TO PROVIDE AUDIT COMMITTEE FOR REVIEW PRIOR TO FILING WITH THE INTERNAL REVENUE A RICH AND LIVELY VIEW OF A BROAD CROSS-SECTION OF THE WORK OF THE ORGANIZATION, (H) SELECTION AND PREPARATION FOR THE LAUNCH OF THE 2016 WATCH LIST OF ENDANGERED SITES. EDUCATION & OUTREACH PROGRAMS EDUCATION AND OUTREACH PROGRAM ACTIVITIES INCLUDED (A) A CRAFTSMAN TRAINING PROGRAM THAT PROVIDES HANDS-ON TRAINING AND ON-SITE RESTORATION WORK AT FIVE INTERNATIONAL PROJECT SITES IN THE U.S., PERU AND CAMBODIA, (B) SUSTAINABLE TOURISM PROGRAMS TO HELP BALANCE THE SOCIAL AND ECONOMIC BENEFITS WITH THE DAMAGE TO FRAGILE HISTORIC SITES (C) MODERNISM AT RISK EXHIBITION "MODERN SOLUTIONS FOR SAVING MODERN LANDMARKS" WHICH EXPLORES THE ROLE DESIGNERS AND ARCHITECTS PLAY IN SAVING ENDANGERED MODERN BUILDINGS, (D) ANNUAL LECTURE SERIES, (E) PUBLICATION OF WMF NEWSLETTERS, (F) ARCHIVAL PROGRAM TO ORGANIZE RESTORATION PROJECT MATERIALS, DIGITIZE TECHNICAL REPORTS AND IMAGES, PAST PUBLICATIONS, NEWSLETTERS, PRINTED MATERIALS RELATED TO FIELD PROJECTS IN A DIGITAL IMAGE LIBRARY AVAILABLE TO AMERICAN UNIVERSITIES, COLLEGES, RESEARCHERS AND STUDENTS FOR RESEARCH PURPOSES, (G) WMF'S WEBSITE WHICH OFFERS DIGITIZED MATERIALS TO PROVIDE A RICH AND LIVELY VIEW OF A BROAD CROSS-SECTION OF THE WORK OF THE ORGANIZATION, (H) SELECTION AND PREPARATION FOR THE LAUNCH OF THE 2016 WATCH LIST OF ENDANGERED SITES. |
| FORM 990, PART VI, SECTION B, LINE 11B | SERVICE PROGRAM AREAS THAT SERVE THE BROAD INTERESTS OF PRESERVATION INCLUDING (1) PRESERVATION OF ARCHITECTURAL AND CULTURAL HERITAGE, (2) CAPACITY (5) DISASTER RECOVERY.RESTORATION PROJECTS AND PRESERVATION PROGRAMS INCLUDED OVER 100 SITES IN OVER 52 COUNTRIES.EDUCATION AND OUTREACH SUSTAINABLE TOURISM PROGRAMS TO HELP BALANCE THE SOCIAL AND ECONOMIC BUILDINGS, (D) ANNUAL LECTURE SERIES, (E) PUBLICATION OF WMF NEWSLETTERS, TO AMERICAN UNIVERSITIES, COLLEGES, RESEARCHERS AND STUDENTS FOR RESEARCH WORLD MONUMENTS FUND, INC. PROVIDES A COPY OF FORM 990 TO THE FINANCE AND |
| FORM 990, PART VI, SECTION B, LINE 12C | THE WMF CONFLICT OF INTEREST AND BUSINESS RELATIONSHIP DISCLOSURE STATEMENTS ARE GIVEN TO NEW TRUSTEES TO COMPLETE WHEN THEY JOIN THE BOARD AND ANNUALLY THEREAFTER. THE INFORMATION ON THE STATEMENTS IS SUMMARIZED AND PROVIDED TO THE CHAIR. IF DURING THE YEAR THERE ARE DISCUSSIONS OR ACTIONS INVOLVING ANY FINANCIALLY OR PROGRAMMATICALLY SUBSTANTIVE ISSUE REGARDING THESE ORGANIZATIONS, VENDORS OR INVESTMENT FIRMS (ORDINARILY FUNDING, PERSONNEL, WHETHER TO CONTINUE THE RELATIONSHIP, AND WHETHER TO TAKE LEGAL, DISCIPLINARY OR OTHER ACTION), INDIVIDUALS WITH RELATIONSHIPS AND POTENTIAL CONFLICTS WILL RECUSE THEMSELVES WHENEVER THE ORGANIZATIONS, VENDORS OR INVESTMENT FIRMS ARE UP FOR DISCUSSION OR ACTION. STAFF REFER TO THE LIST SO INDIVIDUALS CAN BE EXCLUDED WHEN A CONFLICT ARISES SUCH AS WMF FUNDING AWARDS TO OTHER ORGANIZATIONS WHERE WMF TRUSTEES OR FAMILY MEMBERS SERVE ON THEIR BOARDS. INDIVIDUALS WITH CONFLICTS INVOLVING WMF AFFILIATES ARE NOT EXCLUDED FROM THE DISCUSSIONS ABOUT THE AFFILIATES BUT WOULD BE EXCLUDED FROM THE VOTE (AND THE FINAL PART OF THE DISCUSSION LEADING UP TO THE VOTE) IF THE VOTE INVOLVES ANY FINANCIALLY OR PROGRAMMATICALLY SUBSTANTIVE ISSUE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE WORLD MONUMENTS FUND, INC. FINANCE AND AUDIT COMMITTEE IS RESPONSIBLE FOR REVIEWING AND APPROVING THE COMPENSATION FOR THE KEY EMPLOYEES AND HIGHLY COMPENSATED EMPLOYEES (ABOVE ($150,000). THE COMMITTEE INCLUDES TRUSTEES WHO ARE INDEPENDENT OF THE KEY AND HIGHLY COMPENSATED EMPLOYEES. EACH YEAR THE COMMITTEE IS PROVIDED WITH WRITTEN COMPARABLE DATA SUCH AS SPECIFIC COMPENSATION INFORMATION FROM FORM 990'S OF SIMILAR ORGANIZATIONS, AND NATIONAL SURVEY INFORMATION ON NON-PROFIT COMPENSATION LEVELS, RANGES AND TRENDS. THE COMMITTEE CHAIR REVIEWS THE INFORMATION WITH COMMITTEE MEMBERS AND RESPONDS TO THE CFO CONFIRMING THE PROPOSED COMPENSATION FOR THE COMING YEAR. |
| FORM 990, PART VI, SECTION C, LINE 19 | WMF GOVERNING DOCUMENTS ARE AVALIABLE FOR REVIEW. THE FORM 990, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVALIABLE TO THE PUBLIC THROUGH THE ORGANIZATIONS WEBSITE WWW.WMF.ORG |
| FORM 990, PART IX, LINE 11G | PROFESSIONAL FEES, ORGANIZATIONS, AND CONSULTANTS: PROGRAM SERVICE EXPENSES 7,678,673. MANAGEMENT AND GENERAL EXPENSES 104,564. FUNDRAISING EXPENSES 109,601. TOTAL EXPENSES 7,892,838. |
| Software ID: | |
| Software Version: |