Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and 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 | |||||
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Total |
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Calendar year
(or fiscal year beginning in)
![]() |
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 12,884,373 | 10,004,866 | 18,166,883 | 19,738,286 | 24,284,044 | 85,078,452 |
| 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 | 12,884,373 | 10,004,866 | 18,166,883 | 19,738,286 | 24,284,044 | 85,078,452 |
| 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) .. | 18,950,355 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 66,128,097 | |||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 12,884,373 | 10,004,866 | 18,166,883 | 19,738,286 | 24,284,044 | 85,078,452 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 876,053 | 706,047 | 1,118,367 | 767,651 | 1,705,635 | 5,173,753 |
| 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 | 90,252,205 | |||||
Calendar year (or fiscal
year beginning in) ![]() |
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 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 | ||||||
| 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 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| 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. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included on 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.).. | ||||||
| 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): |
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| 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 0.015 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 0.035 | 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 | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2023 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2023 |
(iii) Distributable Amount for 2023 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2023 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI).
See instructions. |
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| 3 Excess distributions carryover, if any, to 2023: | ||||
| a From 2018....... | ||||
| b From 2019....... | ||||
| c From 2020....... | ||||
| d From 2021....... | ||||
| e From 2022....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2023 distributable amount | ||||
|
i
Carryover from 2018 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2023 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2023 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2023, 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 2023. 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 2024. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2019..... | ||||
| b Excess from 2020..... | ||||
| c Excess from 2021..... | ||||
| d Excess from 2022..... | ||||
| e Excess from 2023..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
| Return Reference | Explanation |
|---|---|
| FORM 990, PART III, LINE 1 | WORLD MONUMENTS FUND (WMF) IS THE LEADING INDEPENDENT ORGANIZATION DEVOTED TO SAFEGUARDING THE WORLD'S MOST TREASURED PLACES TO ENRICH PEOPLE'S LIVES AND BUILD MUTUAL UNDERSTANDING ACROSS CULTURES AND COMMUNITIES. THE ORGANIZATION IS HEADQUARTERED IN NEW YORK CITY WITH OFFICES AND AFFILIATES IN CAMBODIA, FRANCE, INDIA, PERU, PORTUGAL, SPAIN AND THE UK. SINCE 1965, OUR GLOBAL TEAM OF EXPERTS HAS PRESERVED THE WORLD'S DIVERSE CULTURAL HERITAGE USING THE HIGHEST INTERNATIONAL STANDARDS AT MORE THAN 700 SITES IN OVER 100 COUNTRIES. PARTNERING WITH LOCAL COMMUNITIES, FUNDERS, AND GOVERNMENTS, WMF DRAWS ON HERITAGE TO ADDRESS SOME OF TODAY'S MOST PRESSING CHALLENGES: CLIMATE CHANGE, UNDERREPRESENTATION, IMBALANCED TOURISM, AND POST-CRISIS RECOVERY. WITH A COMMITMENT TO THE PEOPLE WHO BRING PLACES TO LIFE, WMF EMBRACES THE POTENTIAL OF THE PAST TO CREATE A MORE RESILIENT AND INCLUSIVE SOCIETY. |
| FORM 990, PART III, LINE 2 | ON SEPTEMBER 5, 2023, WORLD MONUMENT FUND ("WMF" ) AND GLOBAL HERITAGE FUND ("GHF") ENTERED INTO A STRATEGIC AFFILIATION TO LINK THE TWO ORGANIZATIONS COMPLEMENTARY MISSIONS. IN ACCORDANCE WITH THE AFFILIATION AGREEMENT, WMF ASSUMED THE ASSETS OF GHF BY BECOMING THE SOLE MEMBER OF GHF. IN TURN, WMF AGREED TO ADMINISTER THE VARIOUS PROGRAMS OF GHF UNDER THE NAME OF WMF GOING FORWARD. |
| FORM 990, PART III, LINE 4A, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS: | THE PORTFOLIO OF HERITAGE PROGRAM WORK INCLUDES LONG-TERM PROJECTS REPRESENTING THE ORGANIZATION'S MOST AMBITIOUS CONSERVATION EFFORTS, ADDRESSING CRITICAL NEEDS WHILE FACILITATING FAR-RANGING LOCAL PARTICIPATION, PROFESSIONAL SKILLS DEVELOPMENT, AND INNOVATIVE SOLUTIONS THAT CAN SERVE AS MODELS FOR THE FIELD (SIGNATURE PROJECTS), FOCUSED INTERVENTIONS TAILORED TO ADDRESSING A PARTICULAR ISSUE OR CONSERVATION NEED, USUALLY ALONG A SHORTER TIMELINE THAN AT SIGNATURE PROJECT SITES (TARGETED INTERVENTIONS), EMERGENCY INTERVENTIONS UNDERTAKEN IN THE AFTERMATH OF CONFLICT OR NATURAL DISASTER TO ADDRESS ACUTE ISSUES ON THE GROUND (CRISIS RESPONSE), PROJECTS THAT CENTER AROUND THE DEVELOPMENT AND IMPLEMENTATION OF ROBUST EDUCATIONAL CURRICULA TO PRESERVE AND DISSEMINATE CRITICAL CRAFT SKILLS (TRAINING PROGRAMS), AND PROJECTS THAT LEVERAGE WMF'S GLOBAL REACH TO BRING INTERNATIONAL ATTENTION TO A CAUSE OR COMMUNITY IN NEED (ADVOCACY). |
| FORM 990, PART III, LINE 4B, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS: | COMPLETED CONSERVATION WORKS AT CHOIJIN LAMA TEMPLE, MONGOLIA; ANNOUNCED A NEW AFFILIATION WITH GLOBAL HERITAGE FUND TO PROTECT CULTURAL HERITAGE: LAUNCHED A $15 MILLION INITIATIVE FOR CLIMATE HERITAGE SOLUTIONS; AT ANGKOR, CELEBRATED THE COMPLETION OF OUR PRESERVATION OF THREE SITES AND HANDED OVER ONGOING OVERSIGHT OF THESE THREE SITES TO THE LOCAL CAMBODIAN AUTHORITIES: LAUNCHED A PUBLIC SERIES ON PRESERVING AT-RISK CULTURAL HERITAGE SITES WITH VILLA ALBERTINE: PARTNERED WITH THE U.S. MISSION TRKIYE AND TURKISH MINISTRY OF CULTURE AND TOURISM TO PRESERVE EARTHQUAKE-HIT CULTURAL HERITAGE SITES IN ANTAKYA, TURKIYE; INAUGURATED THE ERBIL CITADEL CHILDREN'S INTERPRETATION CENTER IN IRAQ, A PIVOTAL PART OF A LARGER CULTURAL REVITALIZATION PROJECT; CELEBRATED THE PROJECT COMPLETION AT JERNIMOS MONASTERY AND CHURCH IN PORTUGAL. |
| FORM 990, PART VI, SECTION B, LINE 11B | PROVIDED TO THE FULL BOARD OF TRUSTEES AND EXECUTIVE MANAGEMENT PRIOR TO FILING. |
| 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 15A | THE WORLD MONUMENTS FUND, INC. (WMF) EXECUTIVE COMMITTEE IS RESPONSIBLE FOR REVIEWING AND APPROVING THE COMPENSATION FOR CHIEF EXECUTIVE OFFICER. THE COMMITTEE INCLUDES TRUSTEES WHO ARE INDEPENDENT. EACH YEAR THE COMMITTEE IS PROVIDED WITH WRITTEN COMPARABLE DATA SUCH AS SPECIFIC COMPENSATION INFORMATION FROM 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 | WORLD MONUMENTS FUND, INC. (WMF) GOVERNING DOCUMENTS ARE AVAILABLE FOR REVIEW. FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC THROUGH THE ORGANIZATION'S WEBSITE WWW.WMF.ORG. |
| FORM 990, PART IX, LINE 11G | OTHER: PROGRAM SERVICE EXPENSES 8,806,771. MANAGEMENT AND GENERAL EXPENSES 194,064. FUNDRAISING EXPENSES 338,927. TOTAL EXPENSES 9,339,762. PROFESSIONAL FUNDRAISING SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 313,071. TOTAL EXPENSES 313,071. |
| Software ID: | |
| Software Version: |