Menokin Foundation
4037 Menokin Road
P.O. Box 1221
Warsaw VA 22572
Mission Statement

The mission of the Menokin Foundation is to preserve and interpret the home and life of patriot Francis Lightfoot Lee, as a focus for better understanding the fields of history, architecture, archaeology, ecology, and other areas of the humanities by developing innovative scholarship and new practices in conservation.

Our vision is to provide at Menokin an internationally recognized learning center for heritage and natural resource conservation through innovative practices and technology.

Web and Social Media
Video
Look inside this architectural gem.
Leadership
CEO/Executive Director Mr. Samuel A. McKelvey
Board Chair The Hon. Hullihen Williams Moore
Board Chair Company Affiliation Community
Contact Information
Address 4037 Menokin Road
P.O. Box 1221
Warsaw, VA 22572
Telephone 804 333-1776
E-mail menokin@menokin.org
History and Background
Year of Incorporation 1995
Financial Summary
Revenue vs Expense Bar Graph - All Years
Expense Breakdown Bar Chart - All Years
 
 
Projected Revenue $407,300.00
Projected Expenses $407,300.00
Statements
Mission

The mission of the Menokin Foundation is to preserve and interpret the home and life of patriot Francis Lightfoot Lee, as a focus for better understanding the fields of history, architecture, archaeology, ecology, and other areas of the humanities by developing innovative scholarship and new practices in conservation.

Our vision is to provide at Menokin an internationally recognized learning center for heritage and natural resource conservation through innovative practices and technology.

Impact
Accomplishments 
Since the soft-launch of our capital campaign in October 2014, the Menokin Foundation has raised more $2 million toward our $8+ million capital Campaign to Save Menokin.

Our international and interdisciplinary team of professionals led by Machado Silvetti has made immense progress on the Menokin Glass House Project. The completion of the planning and design phase in 2015 made way for further stabilization to continue in 2016 and 2017 in preparation for the glass enclosure.

The continued and increased support of Menokin's friends to our Annual Campaign has led to dramatic increases in the number and types of programs we can offer.

Goals 
Provide a national model for historic site interpretation, preservation and education: Parts of Menokin have collapsed. The real potential of this house lies in the opportunity to approach its conservation and interpretation in a truly innovative and revolutionary way. The concept of radical thinking and innovative practice permeates everything at Menokin; not just the conservation of the building, but the entire visitor experience.

Provide much-needed social and economic regeneration to a rural community:  Our approach towards the transformation of Menokin already challenges traditional historic house conservation practices. But our ambition is even bolder. This project will also make a significant contribution to the social and economic regeneration of our rural community in Virginia's Northern Neck.

Preserve and interpret the home and legacy of a signer of the Declaration of Independence: We need to pay a debt to Francis Lightfoot Lee who put his life on the line by signing a document that changed the course of our nation's and world history.
Needs
We are currently in the first Phase of a multi-year capital Campaign for Menokin. During this period of Phase I - the Glass House Project - we need to raise more than $8 million from private donors to cover the costs associated with saving the house and constructing glass infill walls.

From 2015-2021, we will rescue the house from the threat of collapse by rebuilding the foundation; stabilizing and repairing the standing walls; and constructing a lightweight steel frame to support the glass walls that will replace the missing exterior walls of the house.

In addition to the construction and design funded by the capital campaign, Phase I will include programing components - covered by annual funds. 

Immediate Funding Need: $8 million from 2015-2021.

Exterior work in Phase I includes:
  • Stabilization and repair of the original standing walls
  • Design and construction of a lightweight steel frame and glass skin that blends with the standing walls and creates a permanent, but flexible and elegant, enclosure.

Interior work in Phase I includes:
  • Conservation of the intact, remaining interior fabric of the house
  • Public access to the first floor level and basement

Phase I of the Campaign for Menokin is the first and most urgent component of a comprehensive, revolutionary plan for Menokin. If Menokin is gone, we lose a National Historic Landmark - a place that possesses exceptional value in interpreting the heritage of the United States. Menokin is the only surviving house of the seven Virginia signers of the Declaration of Independence that is not fully protected and saved.
Background

Menokin is a particularly poignant example of both the ease with which history can be lost and how the heroic acts of preservation halt that destructive process.  The Menokin Foundation has chosen to preserve the house in a fashion that forever acknowledges that it partially collapsed and allows the talents of architects, archeologists, conservationists and historians to be uniquely appreciated and showcased.  

Through the Menokin Project, we have the ability to teach history not as a snapshot in time but as a continuing narrative. This strength teaches visitors the connection between the past and the present and kindles recognition that current actions affect future outcomes.

Since its founding in 1995, the Menokin Foundation has significantly advanced its mission. Private philanthropy, along with endowment and earned income, helped finance a structure to shelter the house, built the Martin Kirwan King Conservation and Visitor Center Complex, found and conserved the house and its architectural elements, offered programs to the community and professionals and initiated plans for the Glass House and entire property.  The Foundation is significantly ramping up its fund development program to support a capital campaign to see this project to fruition.  

CEO Statement

The Menokin Foundation is currently a small organization with a big vision for the future of its National Historic Landmark property. We want to create an internationally recognized learning center for heritage and natural resource conservation through innovative practices and technology, using the home, surrounding landscape and life of patriot Francis Lightfoot Lee as the teaching vehicles.  

How does an organization such as ours realize success in meeting its vision? A compelling project that provides a unique offering to the public and scholars alike is the first ingredient. We are developing a strategy that preserves Menokin’s remains and displays its craft and artifacts through an innovative glass structure. Whereas the house may serve as the centerpiece, it does not solely fulfill our vision. We are creating a site-wide interpretive plan that highlights the anatomy of 18th century life and Tidewater building techniques while recognizing the pre-and post-colonial history on site. This includes the larger components of the estate—the house, outbuildings, gardens, farming fields, slave quarters and landing areas.
 
The second ingredient in realizing our vision is the involvement of top professionals and thought leaders in the fields of architecture, conservation, archaeology, historic landscapes, engineering, interpretation and strategic planning.  Much of the Menokin Foundation’s resources in 2011 were committed to: 1) bringing together our “brain trust” of advisors, who work with trustees and staff to make the right decisions for Menokin’s future; 2) developing a fundraising plan that will help us meet our financial goals; and 3) selecting an international and interdisciplinary team of professionals, led by Machado and Silvetti Associates, to design and implement the glass structure and site-wide interpretive and master plans. During this important planning period in 2011, the Foundation continued with its programs and developed new partnerships through the hard work of its small staff and committed Board of Trustees.
 
All of our years of careful planning and budgeting have given us the opportunity to proceed with the first necessary steps of the Menokin Glass Project which will ensure the successful launch of a capital campaign. This approach is a reflection of our deep connection to Francis Lightfoot Lee and his illustrious Virginia family.  The famous squirrel on the Lee Family Crest symbolizes the family motto,

non incautus future, or never unmindful of the future—a motto we certainly live by here at Menokin.


 

Areas of Service
Areas Served
Area
Essex County
Northern Neck
Northern Virginia
Metro Richmond
Statewide
National
International

It is our goal to make at Menokin an internationally recognized learning center for heritage and natural resource conservation her in Virginia's Northern Neck.  Whether visitors are history buffs who enjoy travel in their retirement, families from the area who are looking for a weekend excursion, a school class, or practitioners in the conservation field, Menokin offers something of interest to each person.

·        Experience the House and Plantation Landscape

·        Experience the People

·        Experience Nature and Ecology

Board Chair
Board Chair The Hon. Hullihen Williams Moore
Company Affiliation Community
Term Jan 2016 to Jan 2018
Email hullie@comcast.net
Board of Directors
Board Members
NameAffiliation
Mrs. Leslie S. Ariail B.M. Smith and Assoc.
Mr. L. Bradford Armstrong Partner, The Martin Agency (retired)
Mr. Jonathan Bliley Williams Mullen
Mr. Russell G. Brown Union Bank & Trust
Mr. Thomas C. Brown Jr.McGuire Woods, Retired
Mrs. Lisa Collis Community Volunteer
Mr. Thomas A. Duckenfield Wong Fleming
Mr. Reid Freeman Principal, James Carpenter Design Studio
Mr. John H. Guy IVNational Petroleum Council
Mrs. Rosemary Basile King Community
Mr. Martin Kirwan King IIXenith Bank
Mrs. Joni Lawler Vice President, East West Financial Services
Mr. Calder Loth Retired
Mrs. Katherine Dameron McCormick JP Morgan
The Hon. Hullihen Williams Moore Retired
Mr. Temple C. Moore Jr.Retired
The Hon. W. Tayloe Murphy Jr.Lawyer, Private Practice
Mrs. Helen Turner Murphy Community Volunteer
Mrs. Dudley Percy Olsson Community
The Hon. Harry T. Taliaferro IIIRetired
Mr. Benjamin Ogle Tayloe Jr.U.S. Department of Justice
Mr. Stevenson T. Walker Retired
Mr. James D. W. Zehmer University of Virginia Planning and Construction Department
Board Demographics - Ethnicity
African American/Black 1
Asian American/Pacific Islander 0
Caucasian 22
Hispanic/Latino 0
Native American/American Indian 0
Other 0 0
Board Demographics - Gender
Male 16
Female 7
Unspecified 0
Governance
Board Term Lengths 3
Board Term Limits 2
Board Meeting Attendance % 75
Written Board Selection Criteria? Under Development
Written Conflict of Interest Policy? Yes
Percentage Making Monetary Contributions 100
Percentage Making In-Kind Contributions 75
Number of Full Board Meetings Annually 4
Standing Committees
Advisory Board / Advisory Council
Building
Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
Education
Finance
Executive
Marketing
Nominating
Audit
Other Boards
The tables below contain information about other groups that advise this nonprofit on operations and projects.
Executive Director
Executive Director Mr. Samuel A. McKelvey
Senior Staff
NameTitle
Alice K. French Education and Outreach Coordinator
Ms. Juliana E Grassia Development Coordinator
Christina E O'Neill Director of Development
Mrs. Leslie S. Rennolds Assistant Director
Staff
Full Time Staff 5
Part Time Staff 0
Volunteers 15
Retention Rate 75
Plans
Organization has a Fundraising Plan? Yes
Organization has a Strategic Plan? Yes
Years Strategic Plan Considers 5
Date Strategic Plan Adopted Apr 2013
Management Succession Plan? No
Organization Policy and Procedures Yes
Nondiscrimination Policy Yes
Whistleblower Policy No
Document Destruction Policy No
Directors and Officers Insurance Policy Yes
Awards
Awards
Award/RecognitionOrganizationYear
Michael Hoffman AwardThe Council of Virginia Archaeologists (COVA)2012
Programs
Description

This local program provides regional elementary and middle school students an overview of some of the great educational resources available to them within the Northern Neck and Middle Peninsula. Collaborating cultural institutions develop presentations and coordinate with the schools for an immersion event.
Menokin's Education Coordinator, Alice French, works with students and teachers to engage them in a program about revolution and creative thinking.

Population Served Adolescents Only (13-19 years)
Description
While investigating the natural habitats of water fowl in the Rappahannock River Valley watershed, campers will learn to document what they see and discover with cameras, notes and sketchbooks. By the end of the week, campers will have a greater understanding of the waterfowl and their habitats. They will also have had the opportunity to experiment with a variety of drawing techniques to prepare them to enter the Junior Duck Stamp Contest.  
 
The Junior Duck Stamp Summer Camp Program is for 5th-8th graders, ages 10-14 years.
 
Sponsoring Organizations 
 
The Menokin Foundation
www.menokin.org
U.S. Fish & Wildlife Service
www.fws.gov
YMCA-Westmoreland County
www.peninsulaymca.org
 
Rappahannock Wildlife Refuge Friends
www.rwrfriends.org
Westmoreland State Park
www.virginiastateparks.gov
 
 
 
Description

One of our most successful K-12 STEM programs, A River Runs Through Us (ARRTU) originated in Richmond County and has since expanded to 6th graders in Lancaster, Westmoreland, and Essex counties. Our program is referred to as a model example by Virginia Naturally, DCR by bringing a meaningful watershed experience to all of our youth, and important goal of the Virginia Department of Education.

This multi-partner program combines multiple visits in the classroom and culminates with a field program outdoors and on the water. The ARRTU will soon expand into the high schools, reinforcing watershed stewardship and learning about our natural resources and geology while offering water field experiences for 9th graders.  
Population Served Children Only (5 - 14 years)
Description
In the 18th century Age of Enlightenment, rules of nature were interpreted into rules of design as a way to create understanding and order in everyday life. This lesson combines all aspects of STEAM with interactive drawing and measuring activities and new terms of architecture and geometry.
Students will learn about the Fibonacci Sequence and how it is calculated; Leonardo DaVinci's Vitruvian Man; How the history of architecture and archaeology influenced many period of design, philosophy, and art. 
Description
Menokin works with teachers to help illuminate new ways of bringing our mission into the classroom by providing teachers with new tools and ideas to return with in the classroom.
Our partnerships in the world of culture and our position as an institute of the humanities makes Menokin an exceptional place to introduce new frameworks of learning to share with our regional teachers in summer workshops. Some of the ways we are able to do this is by providing workshops on site, led by our staff and affiliates. Our Statewide Partnership with the VMFA has allowed us to show how art can be a useful tool for critical thinking and knowledge retention.
Meaningful watershed educational workshops provide teachers with new skills and experiences. Our cross curricular approach incorporates science in its larger context to the community and the world. Our 500 acre site is the perfect setting to demonstrate all of these facets. Preservation and innovation, historical and current issues, the building arts and the natural environment will all be a part of the Menokin learning experience. 
 
Population Served Adults
CEO/ED/Board Comments

Strategy IV: Education and Programs

Educate the public on the richness of Francis Lightfoot Lee, Menokin and the ideas of the times in which he lived, integrating hands-on learning opportunities into all historic preservation and land conservation work conducted at Menokin.
  • Provide tours and grow our outreach to the public;
  • Coordinate a traveling exhibit and lectures with Universities, including William and Mary and the University of Mary Washington;
  • Work with Barker Langham to develop the long term Interpretive Plan for the site;  
  •  Host Menokin Speaker Series events, in partnership with the VMFA, to bring art-related programming to the Northern Neck of Virginia;
  • Continue to grow our programming and participation with the Menokin kayak and canoe launch into Cat Point Creek, a pristine tributary of the Rappahannock River; 
  • Offer cross-curriculum programs for learning covering topics in environmental conservation and historic and cultural preservation; Ensure programs continue to be interactive and innovative while remaining flexible as we grow and change.

 

  • Contribute to grossing at least $5,000 in group tour fees:  market in May

 

Fiscal Year
Projected Revenue $407,300.00
Projected Expenses $407,300.00
Endowment Value $1,000,000.00
Spending Policy Percentage
Form 990s
IRS Letter of Exemption
Detailed Financials
Revenue SourcesHelpThe financial analysis involves a comparison of the IRS Form 990 and the audit report (when available) and revenue sources may not sum to total based on reconciliation differences. Revenue from foundations and corporations may include individual contributions when not itemized separately.
Fiscal Year201520142013
Foundation and
Corporation Contributions
------
Government Contributions$113,019$8,955$0
Federal------
State------
Local------
Unspecified$113,019$8,955--
Individual Contributions$1,253,971$842,314$273,464
------
$12,327----
Investment Income, Net of Losses($4,669)$82,769$199,297
Membership Dues------
Special Events$1,814$11,065$8,552
Revenue In-Kind--$10,188$14,200
Other$6,605$10,106$15,660
Expense Allocation
Fiscal Year201520142013
Program Expense$957,126$184,354$442,346
Administration Expense$72,408$70,573$56,324
Fundraising Expense$165,112$213,618$80,434
Payments to Affiliates------
Total Revenue/Total Expenses1.162.060.88
Program Expense/Total Expenses80%39%76%
Fundraising Expense/Contributed Revenue12%25%29%
Assets and Liabilities
Fiscal Year201520142013
Total Assets$2,896,774$2,560,212$2,061,715
Current Assets$612,084$504,288$93,838
Long-Term Liabilities$0$693$2,319
Current Liabilities$419,450$270,616$267,345
Total Net Assets$2,477,324$2,288,903$1,792,051
Short Term Solvency
Fiscal Year201520142013
Current Ratio: Current Assets/Current Liabilities1.461.860.35
Long Term Solvency
Fiscal Year201520142013
Long-Term Liabilities/Total Assets0%0%0%
Capital Campaign
Currently in a Capital Campaign? Yes
Campaign Purpose The centerpiece of the plan — and of Phase I — is the Menokin Glass Project: a unique architectural restoration for which some of the world’s leading engineers and designers in glass structure have been enlisted to save Menokin. Programs and exhibits that promote education (particularly in history and architecture), conservation, and preservation will also be vital components of Phase I.
Goal $8,000,000.00
Dates Jan 2015 to Dec 2021
Amount Raised To Date $2,069,500.00
Capital Campaign Anticipated in Next 5 Years? Yes
State Charitable Solicitaions Permit
Solicitations Permit
Solicitations Permit 11/2016View