2025-05-12T09:25:02-05:00 2024-12-31 WITHUMSMITHBROWNPC 4600 EAST WEST HWY 900 BETHESDA MD 208143423 990 2024-01-01 042109920 BULLARD MEMORIAL FARM ASSOCIATION C/O PHILIP AUDIER % PHILIP AUIDER BULL 9782760431 275 HAVERHILL STREET NORTH READING MA 01864 PHILIP AUDIER TREASURER 9782760431 2025-05-15 true true RICHARD RUVELSON P00234075 3012726000 2024 2025-03-06 01:10:19Z PHILIP AUDIER 275 HAVERHILL STREET NORTH READING MA 01864 1116267 false X www.bullardmemorialfarm.org X 1909 MA SEE SCHEDULE O. 10 10 2 25 0 0 129938 31728 605 870 145078 277401 5350 2613 280971 312612 0 0 0 0 36313 36140 0 0 256 107529 130565 143842 166705 137129 145907 5109275 5612644 7927 7090 5101348 5605554 X THE 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. false false 141151 0 870 PRESERVATION 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. 141151 true true false false false false false true false false true false false false false false true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 4 0 true 2 true false false false false false false false false false false false false X 10 10 true false false false true true true true true false false true true true true true true false false false MA X PHILIP AUIDER 9782760431 275 HAVERHILL STREET NORTH READING MA 01864 X SUZANNE MCFARLAND PRESIDENT 4.0 0.0 X X 0 0 0 JAY MCFARLAND FORMER PRESIDENT 4.0 0.0 X X 0 0 0 MEREDITH FLYNN CLERK 4.0 0.0 X X 0 0 0 PHILIP AUDIER TREASURER 4.0 0.0 X X 0 0 0 TARA P HATHAWAY MEMBERSHIP OFFICER 4.0 0.0 X X 0 0 0 GEORGE BOLLENBACHER DIRECTOR 4.0 0.0 X 0 0 0 JOHN HATHAWAY DIRECTOR 4.0 0.0 X 0 0 0 SCOTT HILLS DIRECTOR 4.0 0.0 X 0 0 0 STEVE HOOD DIRECTOR 4.0 0.0 X 0 0 0 CHARLES THURLOW IV DIRECTOR 4.0 0.0 X 0 0 0 0 0 0 0 false false false 0 8100 23628 31728 PRESERVATION OF HISTORICAL PROPERTY 531390 870 870 870 134341 0 134341 0 0 2613 2613 0 2613 2613 946715 803655 143060 143060 143060 0 0 0 0 0 0 0 0 0 0 312612 3483 0 277401 0 0 0 0 0 0 33572 33572 0 0 2568 2568 0 0 3460 3460 0 0 18004 18004 0 0 0 0 0 13937 12617 1320 0 0 0 0 0 16661 16661 21124 19994 1130 MAINTENANCE 41607 41607 SUPPLIES AND EQUIPMENT 8254 8254 OTHER TAXES 4134 3392 742 MISCELLANEOUS EXPENSES 3384 2486 642 256 166705 141151 25298 256 X 15766 10803 341976 272475 0 0 0 0 0 0 0 0 0 0 0 0 0 0 699849 312777 403733 387072 4347800 4942294 0 0 0 0 0 0 0 0 5109275 5612644 7172 5710 0 0 755 1380 0 0 0 0 0 0 0 0 0 0 0 0 7927 7090 X 0 0 2057776 2057776 3043572 3547778 5101348 5605554 5109275 5612644 145907 358299 X false false false X 74207 45870 31168 129938 31728 312911 0 0 74207 45870 31168 129938 31728 312911 110446 202465 79125 77056 83229 108919 136954 485283 0 0 798194 3999 0.25365 0.28945 X The 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) as of 2009 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 25.3654%. 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 investment properties, community building, accounting and finance, educational programming, sales, and technology. Additional competencies include Aerospace Engineering, handyman talents such as automotive, carpentry, plumbing, and electrical, tree care expertise comprising shade tree preservation and pruning, historical preservation and conservation, and more. Based on these facts, the organization meets the facts and circumstances test. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X false 338421 48087 290334 336112 239374 96738 25316 25316 0 387072 PART III, LINE 1A IN ACCORDANCE WITH SFAS 116, THE ORGANIZATION DOES NOT CAPITALIZE WORKS OF ART. PART III, LINE 4 THE 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. FORM 990, PART I, LINE 1 - ORGANIZATION'S MISSION THE 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. FORM 990, PART VI, SECTION A, LINE 2 TARA HATHAWAY AND JOHN HATHAWAY HAVE A FAMILY RELATIONSHIP. JAY MCFARLAND AND SUZANNE MCFARLAND HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 SILVER 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 7A SILVER AND GOLD MEMBERS ELECT THE BOARD OF DIRECTORS IN THE FALL FOR 3-YEAR STAGGERED TERMS. FORM 990, PART VI, SECTION A, LINE 7B SILVER 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 11B THE COMPLETED FORM 990 IS DISTRIBUTED TO THE BOARD OF DIRECTORS AND DISCUSSED PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C THE 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 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. 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.