THE
MONTICELLO
ASSOCIATION

General Statement of Organization

   The Monticello Association is a non-profit organization of lineal descendants of Thomas Jefferson, third president of the United States, who was also the designer, builder, owner and principal resident of Monticello. The Association's purposes are stated in Article II of its Constitution. Somewhat abbreviated, they are:
     (A) (first) To preserve and care for the graves and grounds of the Monticello graveyard, (second) to protect and perpetuate the reputation and fame of Thomas Jefferson and (third) to encourage association and friendship among Mr. Jefferson's descendants;
     (B) to defend the property rights of the lineal descendants of Col. T. J. Randolph as owners of the original Monticello graveyard; and
     (C) to affirm the rights of the descendants of Thomas Jefferson to burial in the addition to the Monticello graveyard as provided in the covenant under which this property was deeded.

     There are two major categories of membership in the Association:
     1. Regular Membership is open to any lineal descendant of Mr. Jefferson upon  receipt of a completed application and annual dues. Dues are $1 until the year after the 18th birthday when they become $10. Life membership (regular) is available for the lump sum of $250.

     2. Associate Membership is offered to step- and adopted children, and to spouses of regular members if such persons show interest in the Association by attendance at meetings, by correspondence with the Secretary, or by monetary contributions. No dues are assessed.

     Membership application forms may be obtained from the Secretary. Nominations for election to Associate Membership are to be sent to the Secretary, preferably in writing and by the concerned regular member. Elections are held at the Annual Meeting.

     Membership is suspended for regular members who fail to pay dues, and for Associate members who evidence no interest, during three consecutive years. Regular members are reinstated upon payment of current dues; Associate members must be renominated and reelected.

     The Association is qualified to be the recipient and/or the beneficiary of gifts, estates, trusts, etc., and has had an Endowment Fund since 1953, to be the receiver of any such funds collected. We are a tax-exempt organization under Section 501 (c)(13) of the Internal Revenue Code (Cemetery Companies), and are classified as a non-profit organization.

     Contributions made to The Monticello Association (e.g. annual dues, annual contributions in excess of dues, and other contributions such as memorials) are generally deductible by you when computing your taxable income for federal income tax purposes. If you wish to make a contribution in an amount larger than usual, the Association is happy to discuss with you methods of doing so in the most tax effective manner in light of your own circumstances. Our Federal ID number is 54-605-2818.

     The Annual Report of the Monticello Association is prepared by the Secretary in consultation with the Executive Committee. The purpose of the Report is to inform the membership of the activities of the Association, including its financial affairs and its members' whereabouts. Publication follows each Annual Meeting as promptly as is practicable. The date for the Annual Meeting is the first Sunday in May or June, or as soon thereafter as possible.

 

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