BULLARD MEMORIAL FARM ASSOCIATION: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
BULLARD MEMORIAL FARM ASSOCIATION (EIN 04-2109920)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-09-20
IRS object ID
202412649349300116
Schema version
2023v5.1
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

FieldValueIRS element (for citing)
Return2024-09-20T08:50:45-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WITHUMSMITHBROWNPCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1155 SEAPORT BOULEVARDAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02210ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042109920EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BULLARD MEMORIAL FARM ASSOCIATIONBusinessNameLine1Txt
Business Name Line2C/O PHILIP AUDIERBusinessNameLine2Txt
FieldValueIRS element (for citing)
In Care Of% PHILIP AUIDERInCareOfNm
Business Name ControlBULLBusinessNameControlTxt
Phone9782760431PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1275 HAVERHILL STREETAddressLine1Txt
CityNORTH READINGCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01864ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPHILIP AUDIERPersonNm
Person TitleTREASURERPersonTitleTxt
Phone9782760431PhoneNum
Signature2024-09-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFF CARUSOPreparerPersonNm
PTINP01306603PTIN
Phone6172273333PhoneNum
Preparation2024-05-15PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerPHILIP AUDIERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1275 HAVERHILL STREETAddressLine1Txt
CityNORTH READINGCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01864ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,119,495GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.bullardmemorialfarm.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1909FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionSEE SCHEDULE OActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent10VotingMembersIndependentCnt
Total Employee2TotalEmployeeCnt
Total Volunteers37TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$388,921PYContributionsGrantsAmt
CY Contributions Grants$129,938CYContributionsGrantsAmt
PY Program Service Revenue$220PYProgramServiceRevenueAmt
CY Program Service Revenue$605CYProgramServiceRevenueAmt
PY Investment Income$105,156PYInvestmentIncomeAmt
CY Investment Income$145,078CYInvestmentIncomeAmt
PY Other Revenue$4,305PYOtherRevenueAmt
CY Other Revenue$5,350CYOtherRevenueAmt
PY Total Revenue$498,602PYTotalRevenueAmt
CY Total Revenue$280,971CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$31,873PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$36,313CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$120,424PYOtherExpensesAmt
CY Other Expenses$107,529CYOtherExpensesAmt
PY Total Expenses$152,297PYTotalExpensesAmt
CY Total Expenses$143,842CYTotalExpensesAmt
PY Revenues Less Expenses$346,305PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$137,129CYRevenuesLessExpensesAmt
Total Assets BOY$4,473,905TotalAssetsBOYAmt
Total Assets EOY$5,109,275TotalAssetsEOYAmt
Total Liabilities BOY$11,552TotalLiabilitiesBOYAmt
Total Liabilities EOY$7,927TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$4,462,353NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$5,101,348NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE BMFA IS ORGANIZED FOR CHARITABLE AND EDUCATIONAL PURPOSES INCLUDING, BUT NOT LIMITED TO HOLDING, PRESERVING, MAINTAINING AND IMPROVING THE BULLARD FARM PROPERTY, AND EDUCATING THE PUBLIC ABOUT LIFE ON, AND THE WORKING OF, A HISTORIC NEW ENGLAND FARM THROUGH WORKSHOPS, DEMONSTRATIONS AND VISITS TO THE HOMESTEAD AND FARM.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$119,697ExpenseAmt
Grant$0GrantAmt
Revenue$5,955RevenueAmt
DescPRESERVATION OF THE HISTORICAL BULLARD MEMORIAL FARM FOR THE BENEFIT OF EDUCATIONAL WORKSHOPS, LECTURES, DEMONSTRATIONS, TOURS AND RESEARCH IN RELATION TO THE HISTORICAL CONTEXT OF THE PROPERTY AS WELL AS ENVIRONMENTAL MANAGEMENT, WHICH INCLUDES HOW TO BE GOOD STEWARDS OF OUR LAND, FORESTRY AND ECOFRIENDLY LAND USE PRACTICES.Desc
Total Program Service Expenses$119,697TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document1IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee2EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members10GoverningBodyVotingMembersCnt
Independent Voting Member10IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonPHILIP AUIDERPersonNm
Phone9782760431PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1275 HAVERHILL STREETAddressLine1Txt
CityNORTH READINGCityNm
State AbbreviationMEStateAbbreviationCd
ZIP01864ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
jay mcfarland
PRESIDENT4.00.0Yes (X)Yes (X)$0$0$0
GEORGE FISK
vice president(THRU.12/23)4.00.0Yes (X)Yes (X)$0$0$0
Meredith flynn
clerk4.00.0Yes (X)Yes (X)$0$0$0
philip audier
treasurer4.00.0Yes (X)Yes (X)$0$0$0
Tara P Hathaway
membership officer4.00.0Yes (X)Yes (X)$0$0$0
SCOTT HILLS
director4.00.0Yes (X)$0$0$0
charles thurlow IV
director4.00.0Yes (X)$0$0$0
george bollenbacher
director4.00.0Yes (X)$0$0$0
John Hathaway
Director4.00.0Yes (X)$0$0$0
Suzanne McFarland
Director4.00.0Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Membership Dues$7,095MembershipDuesAmt
All Other Contributions$122,843AllOtherContributionsAmt
Total Contributions$129,938TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescPreservation of Historical PrDesc
Business531390BusinessCd
Total Revenue Column$605TotalRevenueColumnAmt
Related Or Exempt Func Income$605RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$605TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$103,569TotalRevenueColumnAmt
Exclusion$103,569ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$5,350RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$5,350RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,350TotalRevenueColumnAmt
Related Or Exempt Func Income$5,350RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$880,033SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$838,524SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$41,509SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$41,509TotalRevenueColumnAmt
Exclusion$41,509ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$280,971TotalRevenueColumnAmt
Related Or Exempt Func Income$5,955RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$145,078ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$33,733TotalAmt
Program Services$33,733ProgramServicesAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$2,580TotalAmt
Program Services$2,580ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$3,300TotalAmt
Management And General$3,300ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$18,062TotalAmt
Management And General$18,062ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$11,416TotalAmt
Program Services$10,659ProgramServicesAmt
Management And General$757ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$16,661TotalAmt
Program Services$16,661ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$18,932TotalAmt
Program Services$17,722ProgramServicesAmt
Management And General$1,210ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
mAINTENANCE$26,989$26,989
SUPPLIES AND EQUIPMENT$8,690$8,690
other taxes$1,085$387$698
misc$2,394$2,276$118

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$143,842TotalAmt
Program Services$119,697ProgramServicesAmt
Management And General$24,145ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$15,650BOYAmt
EOY$15,766EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$541,449BOYAmt
EOY$341,976EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$699,849LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$296,116LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$420,394BOYAmt
EOY$403,733EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$3,496,412BOYAmt
EOY$4,347,800EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$4,473,905BOYAmt
EOY$5,109,275EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$10,597BOYAmt
EOY$7,172EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$955BOYAmt
EOY$755EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$11,552BOYAmt
EOY$7,927EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$2,057,776BOYAmt
EOY$2,057,776EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$2,404,577BOYAmt
EOY$3,043,572EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,462,353BOYAmt
EOY$5,101,348EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,473,905BOYAmt
EOY$5,109,275EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$137,129ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$501,866NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$40,589CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$74,207CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$45,870CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$31,168CurrentTaxYearMinus1YearAmt
Current Tax Year$129,938CurrentTaxYearAmt
Total$321,772TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$40,589CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$74,207CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$45,870CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$31,168CurrentTaxYearMinus1YearAmt
Current Tax Year$129,938CurrentTaxYearAmt
Total$321,772TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$101,490SubstantialContributorsTotAmt
Public Support Total170$220,282PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$90,924CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$79,125CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$77,056CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$83,229CurrentTaxYearMinus1YearAmt
Current Tax Year$108,919CurrentTaxYearAmt
Total$439,253TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$761,025TotalSupportAmt
Public Support CY1700.28945PublicSupportCY170Pct
Public Support PY1700.30920PublicSupportPY170Pct
Ten Pct Facts Crcmstncs Test CYYes (X)TenPctFactsCrcmstncsTestCYInd
Facts And Circumstances TestThe Bullard Memorial Farm Association has been a public charity in operation since 1909. They are an organization recognized under code section 170 (b)(1)(A)(vi) that receives a substantial part of its support from a governmental unit or from the general public. The organization is organized and operated to attract new and additional public support on a continuous basis. The public support exceeds the 10% requirement to meet the facts and circumstances as it is currently calculating at 28.9454%. The organization's public support has been trending lower in recent years due to a high percentage of investment income from securities originally contributed by the general public. There are several donors giving small amounts, which is expected to increase in future years with the improvement of the economy and increase in number of donors. The organization is also working to expand local membership. The organization supports the general public through the preservation of the historical building and farm. Additionally, the general public has free access to over 100 acres of land for passive recreation. This land is regularly used for horseback riding, hiking, and walking on trails. The general public is represented on The Bullard Memorial Farm Association's board of directors through a diverse set of skills provided to assist with growing and maintaining the foundation. These skills include expertise in community building, accounting and finance, educational programing, sales, technology, and tree care expertise such as shade tree preservation and pruning, historical preservation and conservation, and more. Based on these facts, the organization meets the facts and circumstances test.FactsAndCircumstancesTestTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Solicited Assets SalefalseSolicitedAssetsSaleInd
CY Minus3 Yr Endwmt FundCYMinus3YrEndwmtFundGrp
CY Minus4 Yr Endwmt FundCYMinus4YrEndwmtFundGrp
LandLandGrp

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$338,421OtherCostOrOtherBasisAmt
Depreciation$39,410DepreciationAmt
Book Value$299,011BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$336,112OtherCostOrOtherBasisAmt
Depreciation$231,390DepreciationAmt
Book Value$104,722BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$25,316OtherCostOrOtherBasisAmt
Depreciation$25,316DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Other Land BuildingsOtherLandBuildingsGrp
Total Book Value Land Buildings$403,733TotalBookValueLandBuildingsAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III, LINE 1AIN ACCORDANCE WITH SFAS 116, THE ORGANIZATION DOES NOT CAPITALIZE WORKS OF ART.
PART III, LINE 4THE BMFA HAS A WIDE RANGING COLLECTION OF HISTORIC PAPERS AND ARTIFACTS FROM A HISTORIC NEW ENGLAND FARM WHICH WE USE TO FURTHER OUR EDUCATIONAL MISSION. THE COLLECTION IS USED FOR EDUCATIONAL WORKSHOPS, LECTURES, DEMONSTRATIONS, TOURS AND RESEARCH, ALL OF WHICH HELP EDUCATE THE PUBLIC ABOUT THE LIFE ON AND THE WORKINGS OF A HISTORIC NEW ENGLAND FARM.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2TARA HATHAWAY AND JACK HATHAWAY HAVE A FAMILY RELATIONSHIP.
FORM 990, PART VI, SECTION A, LINE 6SILVER MEMBERSHIP INCLUDES RECEIVING NEWSLETTERS, RECEIVING A DISCOUNT TO EDUCATIONAL EVENTS, BEING ABLE TO PARTICIPATE ON BMFA COMMITTEES AND AT ASSOCIATION MEETINGS WITH VOTING PRIVILEGES, BEING ABLE TO SERVE ON THE BMFA BOARD OF DIRECTORS AND THE ABILITY TO RESERVE THE USE OF THE BULLARD FARM PROPERTY, INCLUDING THE BUILDINGS FOR VISITATION ONLY, DURING DAYLIGHT HOURS. GOLD MEMBERSHIP INCLUDES RECEIVING NEWSLETTERS, RECEIVING A DISCOUNT TO EDUCATIONAL EVENTS, BEING ABLE TO PARTICIPATE ON BMFA COMMITTEES AND AT ASSOCIATION MEETINGS WITH VOTING PRIVILEGES, BEING ABLE TO SERVE ON THE BMFA BOARD OF DIRECTORS AND THE ABILITY TO RESERVE THE USE OF THE ENTIRE BULLARD FARM PROPERTY FOR DAYLIGHT AND OVERNIGHT VISITS. ALL INDIVIDUAL MEMBERSHIP APPLICANTS MUST BE A MINIMUM OF 22 YEARS OLD TO RESERVE THE BULLARD FARM.
FORM 990, PART VI, SECTION A, LINE 7ASILVER AND GOLD MEMBERS ELECT THE BOARD OF DIRECTORS IN THE FALL FOR 3-YEAR STAGGERED TERMS.
FORM 990, PART VI, SECTION A, LINE 7BSILVER AND GOLD MEMBERS DECISIONS TO SELL, ALTER, ALIENATE, OR ENCUMBER REAL ESTATE OR PERSONAL PROPERTY OF ANTIQUE OR SUBSTANTIAL HISTORICAL VALUE, OR ANY OTHER PROPERTY OF THE ASSOCIATION WITH A VALUE OF $50,000 OR MORE, SHALL REQUIRE A TWO THIRDS VOTE OF THE FULL CURRENT ELIGIBLE VOTING MEMBERSHIP. BYLAW PROVISIONS REQUIRING TWO THIRDS VOTE OF THE ELIGIBLE VOTING MEMBERSHIP OR OF A QUORUM TO ENACT MAY BE CHANGED ONLY BY A TWO THIRDS VOTE OF A QUORUM.
FORM 990, PART VI, SECTION B, LINE 11BTHE COMPLETED FORM 990 IS DISTRIBUTED TO THE BOARD OF DIRECTORS AND DISCUSSED PRIOR TO SUBMISSION.
FORM 990, PART VI, SECTION B, LINE 12CTHE MEMBERS OF THE BOARD OF DIRECTORS, ADVISORS, VOLUNTEERS AND MANAGEMENT EMPLOYEES OF THE BMFA SHALL AVOID CONFLICTS OF INTEREST AND CONDUCT WHICH MAY SUGGEST THE APPEARANCE OF IMPROPRIETY IN THE DISBURSEMENT OF PRIVATE, FEDERAL, STATE AND LOCAL FUNDS. IF A POTENTIAL CONFLICT OF INTEREST ARISES, THE BOARD MEMBER, ADVISOR, VOLUNTEER OR MANAGEMENT EMPLOYEE MUST DISCLOSE THE POTENTIAL CONFLICT TO THE BOARD OF DIRECTORS. FURTHER, THE BOARD MEMBER SHALL NOT VOTE ON ANY CONTRACT OR GRANT AND NO MANAGEMENT EMPLOYEE SHALL PARTICIPATE IN THE SOLICITATION, NEGOTIATION, FORMATION, AWARD, ARBITRATION, MODIFICATION, OR SETTLEMENT OF ANY CONTRACT OR GRANT WHEN THE BOARD MEMBER, ADVISOR, VOLUNTEER OR MANAGEMENT EMPLOYEE STANDS TO BENEFIT, EITHER DIRECTLY OR INDIRECTLY, FROM ANY SUCH CONTRACT OR GRANT. A BOARD MEMBER, ADVISOR, VOLUNTEER OR MANAGEMENT EMPLOYEE IS NOT DEEMED TO BENEFIT DIRECTLY OR INDIRECTLY FROM A CONTRACT OR GRANT INVOLVING PUBLIC OR PRIVATE FUNDS IF HE OR SHE RECEIVES ONLY THE SALARY OR STIPEND DUE HIM OR HER IN THE NORMAL COURSE OF EMPLOYMENT WITH OR SERVICE TO THE BULLARD MEMORIAL FARM.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
FORM 990, PART III, LINE 1 - ORGANIZATION'S MISSIONTHE MISSION IS TO SUPPORT THE PRESERVATION, PROTECTION, AND RESTORATION OF HISTORIC STRUCTURES AND RESOURCES REFLECTING EARLY NEW ENGLAND LIFE AT THE BULLARD MEMORIAL FARM. TO ACHIEVE THIS MISSION, WE WILL SUPPORT, ENCOURAGE, INFORM, AND EDUCATE OUR COMMUNITY AND MEMBERSHIP OF THE ARCHITECTURAL SIGNIFICANCE, HISTORY AND HERITAGE OF THE BULLARD MEMORIAL FARM.
PART II, SECTION C, LINE 17A, FACTS AND CIRCUMSTANCES TEST:THE ASSOCIATION'S PUBLIC SUPPORT NORMALLY RECEIVED IS AT LEAST 10% OF THE TOTAL SUPPORT RECEIVED. IN ADDITION, THE ASSOCIATION IS ORGANIZED AND OPERATED TO ATTRACT NEW AND ADDITIONAL PUBLIC SUPPORT ON A CONTINUOUS BASIS. THE ASSOCIATION'S PERCENTAGE OF PUBLIC SUPPORT IS LOW BECAUSE IT RECEIVES A HIGH PERCENTAGE OF ITS TOTAL SUPPORT FROM INVESTMENT INCOME ORIGINALLY CONTRIBUTED BY THE GENERAL PUBLIC. THE PUBLIC HAS FREE ACCESS TO OVER 100 ACRES OF LAND FOR PASSIVE RECREATION. THE LAND IS REGULARLY USED FOR HORSEBACK RIDING, HIKING, AND WALKING ON TRAILS.

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