HERITAGE FARMSTEAD ASSOCIATION: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HERITAGE FARMSTEAD ASSOCIATION (EIN 23-7296470)
- Tax period
- 2022-10-01 to 2023-09-30
- Filed
- 2024-08-02
- IRS object ID
- 202432159349300338
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-02T12:45:44-05:00 | ReturnTs |
| Tax Period End | 2023-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 842953567 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRIMNERBECKHAM PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1750 TYSONS BLVD SUITE 1500 | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237296470 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HERITAGE FARMSTEAD ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HERI | BusinessNameControlTxt |
| Phone | 9728810140 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 WEST 15TH STREET | AddressLine1Txt |
| City | PLANO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75075 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | M'LOU HYTTINEN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 9728810140 | PhoneNum |
| Signature | 2024-07-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID TRIMNER | PreparerPersonNm |
| PTIN | P00444822 | PTIN |
| Phone | 7036631756 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | M'LOU HYTTINEN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 WEST 15TH STREET | AddressLine1Txt |
| City | PLANO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75075 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $992,304 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HERITAGEFARMSTEAD.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1973 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | PRESERVE AN HISTORIC TEXAS FARMSTEAD SO PEOPLE CAN EXPERIENCE AND LEARN FROM OUR AGRARIAN ROOTS | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 14 | TotalEmployeeCnt |
| Total Volunteers | 140 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $625,333 | PYContributionsGrantsAmt |
| CY Contributions Grants | $633,995 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $229,257 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $276,937 | CYProgramServiceRevenueAmt |
| PY Investment Income | $99 | PYInvestmentIncomeAmt |
| CY Investment Income | $424 | CYInvestmentIncomeAmt |
| PY Other Revenue | $69,786 | PYOtherRevenueAmt |
| CY Other Revenue | $62,592 | CYOtherRevenueAmt |
| PY Total Revenue | $924,475 | PYTotalRevenueAmt |
| CY Total Revenue | $973,948 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $402,349 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $472,837 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $23,676 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $437,027 | PYOtherExpensesAmt |
| CY Other Expenses | $402,628 | CYOtherExpensesAmt |
| PY Total Expenses | $839,376 | PYTotalExpensesAmt |
| CY Total Expenses | $875,465 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $85,099 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $98,483 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,143,025 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,238,903 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $73,363 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $62,012 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,069,662 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,176,891 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE HERITAGE FARMSTEAD MUSEUM'S MISSION IS TO PRESERVE A HISTORIC TEXAS FARMSTEAD WHERE PEOPLE CAN EXPERIENCE AND LEARN FROM OUR AGRARIAN ROOTS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $732,000 | ExpenseAmt |
| Revenue | $282,039 | RevenueAmt |
| Desc | THE PLANO HERITAGE ASSOCIATION SAVED THIS HISTORIC SITE FROM DEMOLITION IN 1973 AND HAS PROVIDED PROFESSIONAL MUSEUM EDUCATION AND PRESERVATION SERVICES FOR THE HISTORIC HOUSE AND SITE FOR OVER 50 YEARS. THE HERITAGE FARMSTEAD MUSEUM IS THE PREMIER HERITAGE RESOURCE IN PLANO, TEXAS. OVER 350,000 STUDENTS HAVE BEEN AFFORDED ENHANCED EDUCATIONAL OPPORTUNITIES THROUGH SCHOOL FIELDTRIPS AND OUTREACH PROGRAMS OVER THE PAST 50 YEARS. THIS MUSEUM HAS ACHIEVED NATIONAL, STATE AND LOCAL RECOGNITION: LISTED ON THE NATIONAL REGISTER OF HISTORIC PLACES, DESIGNATED BY THE CITY OF PLANO AND THE STATE OF TEXAS AS A HISTORIC LANDMARK, AN ACCREDITED MUSEUM BY THE AMERICAN ALLIANCE OF MUSEUMS. IN 2016 THE COLLIN COUNTY HISTORICAL COMMISSION AWARDED THE HERITAGE FARMSTEAD MUSEUM THEIR HIGHEST HONOR, THE COLLIN MCKINNEY ACHIEVEMENT AWARD RECOGNIZING THE OUTSTANDING ACHIEVEMENTS OF A HISTORICAL MUSEUM THAT ACTIVELY WORKS TO PROMOTE THE HERITAGE OF THE COUNTY THROUGH PROJECTS, EDUCATION, AND HISTORICAL TOURISM. THE MUSEUM'S CREATION AND FACILITATION OF THE PLANO INDEPENDENT SCHOOL DISTRICT THIRD GRADE PROGRAM WAS RECOGNIZED BY COLLIN COUNTY'S HISTORICAL COMMISSION DISTINGUISHED AS THE PREMIER INSTITUTION IN THE COUNTY FOR EXCELLENCE IN EDUCATION. THE HERITAGE FARMSTEAD MUSEUM'S OUTSTANDING ACHIEVEMENT IN THE DIRECTION OF HERITAGE PRESERVATION CONTINUES STRONGLY INTO THE FUTURE WITH THE ADDITION OF A 5-YEAR VISION PLAN. THE VISION PLAN INVOLVED THE JOINT EFFORT OF THE HERITAGE FARMSTEAD MUSEUM STAFF AND VOLUNTEERS, ARCHITECT, LANDSCAPE ARCHITECT, WITH GENEROUS SUPPORT FROM THE CITY OF PLANO. ENGAGING IN A COMPREHENSIVE, TIMELY AND FORMAL MASTER PLAN FOR THE FUTURE SUPPORTS THE CONTINUED EFFORT TO MEET THE NEEDS OF THE MUSEUM'S AUDIENCES AND COMMUNITY. THE MUSEUM'S VISION PLAN WAS RECOGNIZED BY THE AMERICAN SOCIETY OF LANDSCAPE ARCHITECTS WHEN IT RECEIVED A MERIT AWARD OF EXCELLENCE IN PLANNING. | Desc |
| Total Program Service Expenses | $732,000 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 21 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 14 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | 0 | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN LEIGH | PersonNm |
| Phone | 9728810140 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 WEST 15TH STREET | AddressLine1Txt |
| City | PLANO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75075 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| DAVID STOLLE | ||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BRITTNEA USSERY-DANIEL | ||||||
| 1ST VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOAN STEPHENS | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| THERESA CAVER | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JUDY AERDTS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GARRETT ALLDREDGE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GLENDA MAY | ||||||
| TRUSTEE (LEFT IN 09/2023) | 1.00 | Yes (X) | $0 | $0 | $0 | |
| YOLANDA MCGAW | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SUZANNE DROTMAN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GANISH NARAYAN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GLORIANE FERNANDEZ | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LUKE SHERTZER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SARAH WELLS MACIAS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANTHONY WILSON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| COURTNEY ECHOLS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| M'LOU HYTTINEN | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $109,500 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $109,500 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $30,045 | FundraisingAmt |
| Government Grants | $478,292 | GovernmentGrantsAmt |
| All Other Contributions | $125,658 | AllOtherContributionsAmt |
| Noncash Contributions | $1,000 | NoncashContributionsAmt |
| Total Contributions | $633,995 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EDUCATIONAL PROGRAMS | 900099 | $237,117 | $237,117 |
| ADMISSIONS | 900099 | $24,000 | $24,000 |
| MEMBERSHIP DUES | 900099 | $15,820 | $15,820 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $276,937 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $424 | TotalRevenueColumnAmt |
| Exclusion | $424 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $22,115 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,750 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $20,365 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,365 | TotalRevenueColumnAmt |
| Exclusion | $20,365 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $52,149 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $30,045 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $15,985 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $36,164 | TotalRevenueColumnAmt |
| Exclusion | $36,164 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $5,102 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $621 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,481 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,481 | RelatedOrExemptFuncIncomeAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,582 | TotalRevenueColumnAmt |
| Exclusion | $1,582 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,582 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $973,948 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $281,418 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $58,535 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,000 | TotalAmt |
| Program Services | $79,213 | ProgramServicesAmt |
| Management And General | $18,637 | ManagementAndGeneralAmt |
| Fundraising | $5,150 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $320,382 | TotalAmt |
| Program Services | $246,394 | ProgramServicesAmt |
| Management And General | $57,968 | ManagementAndGeneralAmt |
| Fundraising | $16,020 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,155 | TotalAmt |
| Program Services | $13,119 | ProgramServicesAmt |
| Management And General | $1,184 | ManagementAndGeneralAmt |
| Fundraising | $852 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,300 | TotalAmt |
| Program Services | $25,436 | ProgramServicesAmt |
| Management And General | $7,210 | ManagementAndGeneralAmt |
| Fundraising | $1,654 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,500 | TotalAmt |
| Management And General | $1,500 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,986 | TotalAmt |
| Program Services | $83 | ProgramServicesAmt |
| Management And General | $1,903 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,334 | TotalAmt |
| Program Services | $75,602 | ProgramServicesAmt |
| Management And General | $11,732 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,525 | TotalAmt |
| Management And General | $2,525 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,817 | TotalAmt |
| Program Services | $56,817 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,012 | TotalAmt |
| Management And General | $3,012 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,780 | TotalAmt |
| Program Services | $89,780 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,129 | TotalAmt |
| Management And General | $12,129 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| HERITAGE PROJECT | $73,892 | $73,892 | |
| EDUCATIONAL PROGRAMS | $54,103 | $54,103 | |
| LIVESTOCK EXPENSES | $14,264 | $14,264 | |
| MEMBERSHIP DUES | $1,989 | $1,989 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,297 | TotalAmt |
| Program Services | $3,297 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $875,465 | TotalAmt |
| Program Services | $732,000 | ProgramServicesAmt |
| Management And General | $119,789 | ManagementAndGeneralAmt |
| Fundraising | $23,676 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,806 | BOYAmt |
| EOY | $78,283 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $347,215 | BOYAmt |
| EOY | $350,026 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,328 | BOYAmt |
| EOY | $23,793 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,392 | BOYAmt |
| EOY | $7,451 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,092 | BOYAmt |
| EOY | $14,571 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,455,358 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,786,396 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $662,604 | BOYAmt |
| EOY | $668,962 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,588 | BOYAmt |
| EOY | $95,817 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,143,025 | BOYAmt |
| EOY | $1,238,903 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,312 | BOYAmt |
| EOY | $5,759 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,051 | BOYAmt |
| EOY | $56,253 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,363 | BOYAmt |
| EOY | $62,012 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,006,881 | BOYAmt |
| EOY | $1,174,788 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,781 | BOYAmt |
| EOY | $2,103 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,069,662 | BOYAmt |
| EOY | $1,176,891 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,143,025 | BOYAmt |
| EOY | $1,238,903 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $98,483 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $10,230 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$1,484 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $636,187 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $570,523 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $551,804 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $625,333 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $633,995 | CurrentTaxYearAmt |
| Total | $3,017,842 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $636,187 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $570,523 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $551,804 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $625,333 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $633,995 | CurrentTaxYearAmt |
| Total | $3,017,842 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $3,017,842 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,395 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,034 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $41,049 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $46,102 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,539 | CurrentTaxYearAmt |
| Total | $153,119 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $36,164 | CurrentTaxYearAmt |
| Total | $36,164 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $135,049 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $67,250 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $69,786 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,582 | CurrentTaxYearAmt |
| Total | $273,667 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $3,480,792 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $765,622 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.86700 | PublicSupportCY170Pct |
| Public Support PY170 | 0.91940 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,292,186 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,650,355 | DepreciationAmt |
| Book Value | $641,831 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $163,172 | OtherCostOrOtherBasisAmt |
| Depreciation | $136,041 | DepreciationAmt |
| Book Value | $27,131 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $668,962 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,076,559 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $10,230 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $74,025 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $84,255 | RevenueNotReportedAmt |
| Revenue Subtotal | $992,304 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$18,356 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$18,356 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $973,948 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $967,846 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $74,025 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $18,356 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $92,381 | ExpensesNotReportedAmt |
| Expenses Subtotal | $875,465 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $875,465 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AS OTHER THAN A PRIVATE FOUNDATION. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS AND IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME. AS OF SEPTEMBER 30, 2023, THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AND DOES NOT EXPECT THIS TO CHANGE IN THE NEXT TWELVE MONTHS. FEDERAL TAX RETURNS OF THE ORGANIZATION ARE OPEN TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR A PERIOD OF 3 YEARS FROM THE DATE THE RETURNS ARE FILED. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | COST OF GOODS SOLD -621. SPECIAL EVENT EXPENSES -15,985. RENTAL EXPENSES -1,750. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 621. SPECIAL EVENT EXPENSES 15,985. RENTAL EXPENSES 1,750. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | FRIENDS OF THE FARMSTEAD | Event1Nm |
| Gross Receipts Event1 | $82,194 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $30,045 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $52,149 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $2,740 | NonCashPrizesEvent1Amt |
| Food And Beverage Event1 | $1,322 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $2,500 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $9,423 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $82,194 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $30,045 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $52,149 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $2,740 | NonCashPrizesTotalEventsAmt |
| Food And Beverage Total Events | $1,322 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $2,500 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $9,423 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $15,985 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $36,164 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | THERESA CAVER AND GARRETT ALLDREDGE ARE RELATED |
| FORM 990, PART VI, SECTION B, LINE 11B | THE RETURN WAS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND THEN REVIEWED AND APPROVED BY THE EXECUTIVE DIRECTOR OF THE ORGANIZATION. A COPY OF THE RETURN WAS DISTRIBUTED TO THE ENTIRE BOARD PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | AN INTERESTED PARTY IS UNDER A CONTINUING OBLIGATION TO DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICT BY COMPLETING AN ANNUAL QUESTIONNAIRE TO DISCLOSE THE MATERIAL FACTS ABOUT CONFLICTS OF INTEREST. WHERE AN ACTUAL OR POTENTIAL CONFLICT EXISTS BETWEEN THE INTERESTS OF THE HERITAGE FARMSTEAD ASSOCIATION AND AN INTERESTED PARTY WITH RESPECT TO A SPECIFIC PROPOSED ACTION OR TRANSACTION, THE ASSOCIATION SHALL REFRAIN FROM THE PROPOSED ACTION OR TRANSACTION UNTIL THE PROPOSED ACTION OR TRANSACTION HAS BEEN APPROVED BY THE DISINTERESTED MEMBERS OF THE BOARD. AN INTERESTED PARTY WHO HAS AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST WITH RESPECT TO A PROPOSED ACTION OR TRANSACTION OF THE CORPORATION SHALL NOT PARTICIPATE IN ANY WAY IN, OR BE PRESENT DURING, THE DELIBERATIONS AND DECISION-MAKING OF THE ORGANIZATION WITH RESPECT TO SUCH ACTION OR TRANSACTION. THE INTERESTED PARTY MAY, UPON REQUEST, BE AVAILABLE TO ANSWER QUESTIONS OR PROVIDE MATERIAL INFORMATION ABOUT THE PROPOSED ACTION OR TRANSACTION. THE BOARD SHALL CONSIDER WHETHER THE TERMS OF THE PROPOSED TRANSACTION ARE FAIR AND REASONABLE TO THE ORGANIZATION AND WHETHER IT WOULD BE POSSIBLE, WITH REASONABLE EFFORT, TO FIND A MORE ADVANTAGEOUS ARRANGEMENT WITH A PARTY OR ENTITY THAT IS NOT AN INTERESTED PARTY. APPROVAL BY THE DISINTERESTED MEMBERS OF THE BOARD OF DIRECTORS SHALL BE BY VOTE OF A MAJORITY OF DIRECTORS IN ATTENDANCE AT A MEETING AT WHICH A QUORUM IS PRESENT. THE MINUTES OF THE MEETING SHALL REFLECT THAT THE CONFLICT DISCLOSURE WAS MADE, THE VOTE TAKEN AND, WHERE APPLICABLE, THE ABSTENTION FROM VOTING AND PARTICIPATION BY THE INTERESTED PARTY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
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