THE WOODSTOCK FOUNDATION INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE WOODSTOCK FOUNDATION INC (EIN 03-0221142)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202503219349327460
- Schema version
- 2024v5.2
- 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 | 2025-11-17T20:54:18-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331374517 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVENUE SUITE 301 | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105281633 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 030221142 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WOODSTOCK FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WOOD | BusinessNameControlTxt |
| Phone | 8024572355 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 489 | AddressLine1Txt |
| City | WOODSTOCK | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05091 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANGELA K ARDOLIC | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8024572355 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MELISSA MODELSON | PreparerPersonNm |
| PTIN | P01603524 | PTIN |
| Phone | 9143818900 | PhoneNum |
| Preparation | 2025-11-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID M SIMMONS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 489 | AddressLine1Txt |
| City | WOODSTOCK | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05091 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,820,278 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | BILLINGSFARM.ORG/WOODSTOCK-FOUNDATION | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1968 | FormationYr |
| Legal Domicile State | VT | LegalDomicileStateCd |
| Activity Or Mission | THE WOODSTOCK FOUNDATION SUPPORTS CULTURAL HERITAGE AND HISTORIC PRESERVATIONS EFFORTS, INCLUDING CONTRIBUTING TO THE PRESERVATION AND CONSERVATION OF LOCAL NATIONAL PARK SERVICES RESOURCES. SIGNIFICANT ACTIVITIES INCLUDE THE BILLINGS FARM & MUSEUM, AN OPERATING DAIRY FARM AND MUSEUM OF VERMONT'S RURAL HISTORY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 115 | TotalEmployeeCnt |
| Total Volunteers | 28 | TotalVolunteersCnt |
| Total Gross UBI | $109,304 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $48,956 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $321,837 | PYContributionsGrantsAmt |
| CY Contributions Grants | $304,845 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $715,312 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $839,578 | CYProgramServiceRevenueAmt |
| PY Investment Income | $579,244 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,832,254 | CYInvestmentIncomeAmt |
| PY Other Revenue | $809,072 | PYOtherRevenueAmt |
| CY Other Revenue | $559,944 | CYOtherRevenueAmt |
| PY Total Revenue | $2,425,465 | PYTotalRevenueAmt |
| CY Total Revenue | $5,536,621 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $739,704 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,205,910 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,167,152 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,828,451 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $450,338 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,503,563 | PYOtherExpensesAmt |
| CY Other Expenses | $4,299,145 | CYOtherExpensesAmt |
| PY Total Expenses | $8,410,419 | PYTotalExpensesAmt |
| CY Total Expenses | $8,333,506 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$5,984,954 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,796,885 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $94,439,827 | TotalAssetsBOYAmt |
| Total Assets EOY | $91,865,628 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,349,214 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,555,809 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $93,090,613 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $90,309,819 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE WOODSTOCK FOUNDATION, INC. PROMOTES CONSERVATION, SUSTAINABLE LAND USE, AND HERITAGE AS VALUES THAT ARE ESSENTIAL TO CULTURE, COMMUNITY AND THE HUMAN SPIRIT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,602,203 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $1,274,192 | RevenueAmt |
| Desc | THE WOODSTOCK FOUNDATION OPERATES A DAIRY FARM AND MUSEUM OF VERMONT'S RURAL HERITAGE IN WOODSTOCK, VERMONT FOR THE BENEFIT OF THE GENERAL PUBLIC THAT INCLUDES EDUCATIONAL PROGRAMS ABOUT PAST AND PRESENT FARMING PRACTICES AND MAINTENANCE OF FACILITIES. THE FARM AND MUSEUM ARE OPEN TO THE PUBLIC DAILY APRIL 1 TO OCTOBER 31; WEEKENDS AND HOLIDAY PERIODS NOV-FEB; SCHOOL GROUPS ANYTIME BY RESERVATIONS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,491,249 | ExpenseAmt |
| Grant | $1,201,734 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | PRESERVATION AND CONSERVATION OF THE MARSH-BILLINGS ROCKEFELLER NATIONAL HISTORICAL PARK'S HISTORIC RESOURCES OR THE BENEFIT OF THE CITIZENS OF THE UNITED STATES. PROGRAMS PROVIDED YEAR-ROUND. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $571,316 | ExpenseAmt |
| Grant | $4,176 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | ENHANCE STATE, NATIONAL AND INTERNATIONAL NON-PROFIT EFFORTS TO PRESERVE CULTURAL HERITAGE AND HISTORIC SITES. PROGRAMS PROVIDED YEAR ROUND. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $602,369 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | OTHER PROGRAMS: CURATORIAL AND EXHIBITS, SPECIAL AND MISCELLANEOUS EVENTS, AND LIBRARY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $602,369 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $5,267,137 | 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 | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | 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 | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | 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 | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 53 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 115 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| 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 | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | 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 | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANGELA K ARDOLIC TREASURER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8024572355 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 489 | AddressLine1Txt |
| City | WOODSTOCK | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05091 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| DAVID M SIMMONS | ||||||||
| PRESIDENT | 40.00 | 0.00 | Yes (X) | Yes (X) | $238,963 | $0 | $42,524 | |
| DOUGLAS R HORNE | ||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN T HALLOWELL | ||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL D NOLAN | ||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES S SLIGAR | ||||||||
| TRUSTEE | 8.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KIM ANSTATT MORTON | ||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RACHEL FRENCH WEBER | ||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHELLE ADAMS EXECUTIVE VP | ||||||||
| SECRETARY THRU MAY 2024 | 40.00 | 0.00 | Yes (X) | $85,673 | $0 | $21,005 | ||
| MARK LANGLOIS DIRECTOR OF | ||||||||
| FINANCE & ADMIN/ASSISTANT TREASURER | 40.00 | 0.00 | Yes (X) | $156,546 | $0 | $23,017 | ||
| GABRIEL DELEON | ||||||||
| SECRETARY | 5.00 | 40.00 | Yes (X) | $0 | $92,452 | $2,774 | ||
| ANGELA K ARDOLIC | ||||||||
| TREASURER | 5.00 | 0.00 | Yes (X) | $7,500 | $0 | $0 | ||
| KIMBERLY CARBINEAU | ||||||||
| HR DIRECTOR | 40.00 | 0.00 | $102,517 | $0 | $29,626 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $591,199 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $92,452 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $118,946 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| VITT & NUNAN | |||||
| 8 BEAVER MEADOW RD PO BOX 1229 | NORWICH | VT | 05055 | LEGAL SERVICES | $1,011,112 |
| DOWNS RACHLIN MARTIN LLC | |||||
| 90 PROSPECT ST PO BOX 99 | ST JOHNSBURY | VT | 05819 | LEGAL SERVICES | $344,313 |
| HUNTON ANDREWS KURTH LLP | |||||
| PO BOX 405759 | ATLANTA | GA | 30384 | LEGAL SERVICES | $217,780 |
| NUTTER MCCLENNEN & FISH LLP | |||||
| 155 SEAPORT BOULEVARD | BOSTON | MA | 02210 | LEGAL SERVICES | $183,382 |
| REDSTART | |||||
| 2332 GOOSE GREEN | BRADFORD | VT | 05033 | NATURAL RESOURCE MGMT SERVICES | $170,435 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $151,898 | MembershipDuesAmt |
| Government Grants | $26,877 | GovernmentGrantsAmt |
| All Other Contributions | $126,070 | AllOtherContributionsAmt |
| Total Contributions | $304,845 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMISSIONS | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $839,578 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $839,578 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $839,578 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,074,553 | TotalRevenueColumnAmt |
| Exclusion | $2,074,553 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $5,400 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $5,400 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,400 | TotalRevenueColumnAmt |
| Exclusion | $5,400 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,736,615 | SecuritiesAmt |
| Other | $31,626 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $10,540 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,736,615 | SecuritiesAmt |
| Other | $21,086 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,757,701 | TotalRevenueColumnAmt |
| Exclusion | $1,757,701 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $817,035 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $273,117 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $543,918 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $434,614 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $109,304 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| LEGAL SETTLEMENT | 900099 | $5,411 | $5,411 |
| OTHER INCOME | 900099 | $5,215 | $5,215 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $10,626 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,536,621 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,274,192 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $109,304 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,848,280 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,201,734 | TotalAmt |
| Program Services | $1,201,734 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,176 | TotalAmt |
| Program Services | $4,176 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $575,228 | TotalAmt |
| Program Services | $567,728 | ProgramServicesAmt |
| Management And General | $7,500 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,333 | TotalAmt |
| Management And General | $49,333 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,455,053 | TotalAmt |
| Program Services | $1,105,599 | ProgramServicesAmt |
| Management And General | $93,776 | ManagementAndGeneralAmt |
| Fundraising | $255,678 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,745 | TotalAmt |
| Program Services | $65,743 | ProgramServicesAmt |
| Management And General | $5,820 | ManagementAndGeneralAmt |
| Fundraising | $16,182 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $469,445 | TotalAmt |
| Program Services | $364,635 | ProgramServicesAmt |
| Management And General | $24,720 | ManagementAndGeneralAmt |
| Fundraising | $80,090 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $191,647 | TotalAmt |
| Program Services | $163,052 | ProgramServicesAmt |
| Management And General | $9,235 | ManagementAndGeneralAmt |
| Fundraising | $19,360 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,881,175 | TotalAmt |
| Management And General | $1,881,175 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,747 | TotalAmt |
| Management And General | $58,747 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,333 | TotalAmt |
| Management And General | $89,333 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $191,179 | TotalAmt |
| Program Services | $94,064 | ProgramServicesAmt |
| Management And General | $80,225 | ManagementAndGeneralAmt |
| Fundraising | $16,890 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,891 | TotalAmt |
| Program Services | $15,378 | ProgramServicesAmt |
| Management And General | $1,537 | ManagementAndGeneralAmt |
| Fundraising | $23,976 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $277,808 | TotalAmt |
| Program Services | $144,824 | ProgramServicesAmt |
| Management And General | $99,750 | ManagementAndGeneralAmt |
| Fundraising | $33,234 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $208,889 | TotalAmt |
| Program Services | $193,917 | ProgramServicesAmt |
| Management And General | $14,972 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,859 | TotalAmt |
| Program Services | $13,180 | ProgramServicesAmt |
| Management And General | $8,489 | ManagementAndGeneralAmt |
| Fundraising | $190 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,184 | TotalAmt |
| Program Services | $4,203 | ProgramServicesAmt |
| Management And General | $8,346 | ManagementAndGeneralAmt |
| Fundraising | $635 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $556,911 | TotalAmt |
| Program Services | $509,252 | ProgramServicesAmt |
| Management And General | $47,659 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $181,445 | TotalAmt |
| Program Services | $94,434 | ProgramServicesAmt |
| Management And General | $87,011 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| REPAIRS AND MAINTENANCE | $527,607 | $491,891 | $32,341 | $3,375 |
| FARMING PROGRAM | $235,619 | $226,005 | $9,136 | $478 |
| MISC EXPENSES | $7,989 | $5,426 | $2,563 | |
| STAFF DEVELOPMENT | $6,509 | $1,896 | $4,363 | $250 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,333,506 | TotalAmt |
| Program Services | $5,267,137 | ProgramServicesAmt |
| Management And General | $2,616,031 | ManagementAndGeneralAmt |
| Fundraising | $450,338 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,558,661 | BOYAmt |
| EOY | $1,372,093 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $144,183 | BOYAmt |
| EOY | $281,624 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $759,705 | BOYAmt |
| EOY | $38,296 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $250,093 | BOYAmt |
| EOY | $278,315 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $179,770 | BOYAmt |
| EOY | $200,530 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $18,398,136 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,361,117 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,383,653 | BOYAmt |
| EOY | $10,037,019 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,222,026 | BOYAmt |
| EOY | $51,116,468 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,867,560 | BOYAmt |
| EOY | $603,282 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,566,033 | BOYAmt |
| EOY | $26,566,033 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,508,143 | BOYAmt |
| EOY | $1,371,968 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,439,827 | BOYAmt |
| EOY | $91,865,628 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $599,214 | BOYAmt |
| EOY | $730,816 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $74,993 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $750,000 | BOYAmt |
| EOY | $750,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,349,214 | BOYAmt |
| EOY | $1,555,809 | 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 | $93,090,613 | BOYAmt |
| EOY | $90,309,819 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,090,613 | BOYAmt |
| EOY | $90,309,819 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,439,827 | BOYAmt |
| EOY | $91,865,628 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$2,796,885 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $16,091 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| 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 | $344,986 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $654,493 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $249,527 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $321,837 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $304,845 | CurrentTaxYearAmt |
| Total | $1,875,688 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $344,986 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $654,493 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $249,527 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $321,837 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $304,845 | CurrentTaxYearAmt |
| Total | $1,875,688 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $1,875,688 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $627,513 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $918,716 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,023,531 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $336,256 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,079,953 | CurrentTaxYearAmt |
| Total | $4,985,969 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $48,643 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,419 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,328 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $48,956 | CurrentTaxYearAmt |
| Total | $125,346 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $52,701 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,626 | CurrentTaxYearAmt |
| Total | $63,327 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $7,050,330 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $5,737,075 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.26600 | PublicSupportCY170Pct |
| Public Support PY170 | 0.28960 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
| Facts And Circumstances Test | THE WOODSTOCK FOUNDATION (THE "FOUNDATION") SATISFIED THE PUBLIC SUPPORT TEST FOR THE 2024 TAX YEAR. SPECIFICALLY, THE FOUNDATION SATISFIED THE 10% FACTS AND CIRCUMSTANCES TEST SET FORTH IN TREASURY REGULATIONS SECTION 1.170A 9(F)(3).THE FACILITIES OF THE WOODSTOCK FOUNDATION AT BILLINGS FARM & MUSEUM AND THE MARSH-BILLINGS-ROCKEFELLER NATIONAL HISTORICAL PARK'S FACILITIES ARE AVAILABLE TO AND SIGNIFICANTLY UTILIZED BY THE GENERAL PUBLIC. THE FOUNDATION PROVIDES SUBSTANTIAL FINANCIAL ASSISTANCE TO THE NATIONAL PARK SERVICE FOR ITS MAINTENANCE AND IMPROVEMENT OF THE MARSH-BILLINGS-ROCKEFELLER NATIONAL HISTORICAL PARK LOCATED IN WOODSTOCK, VERMONT. THE FOUNDATION RECEIVES ONGOING SUPPORT THROUGH CONTRIBUTIONS, MEMBERSHIPS, AND ADMISSIONS FEES FROM THE GENERAL PUBLIC, AS WELL AS RECEIVES SIGNIFICANT INCOME FROM ITS INVESTMENT PORTFOLIO. | FactsAndCircumstancesTestTxt |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2023 AMOUNT: $ 35,752. 2024 AMOUNT: $ 5,215. LEGAL SETTLEMENT - 2023 AMOUNT: $ 16,949. 2024 AMOUNT: $ 5,411. | ExplanationTxt |
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
Held Works Art HeldWorksArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $973,037 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,252,425 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $731,544 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,137,790 | OtherExpendituresAmt |
| End Year Balance | $13,846,179 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,433,178 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,568,796 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $749,549 | OtherExpendituresAmt |
| End Year Balance | $14,252,425 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,592,261 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$2,488,834 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $670,249 | OtherExpendituresAmt |
| End Year Balance | $12,433,178 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,711,314 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,250,945 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $369,998 | OtherExpendituresAmt |
| End Year Balance | $15,592,261 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,278,288 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,813,073 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $380,047 | OtherExpendituresAmt |
| End Year Balance | $14,711,314 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $393,052 | OtherCostOrOtherBasisAmt |
| Book Value | $393,052 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,312,618 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,334,282 | DepreciationAmt |
| Book Value | $8,978,336 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $139,004 | OtherCostOrOtherBasisAmt |
| Depreciation | $139,004 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,940,754 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,439,133 | DepreciationAmt |
| Book Value | $501,621 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $612,708 | OtherCostOrOtherBasisAmt |
| Depreciation | $448,698 | DepreciationAmt |
| Book Value | $164,010 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $10,037,019 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT IN SUBSIDIARIES | Desc |
| Book Value | $26,566,033 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $26,566,033 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED LITIGATION SETTLEMENT | Desc |
| Amt | $750,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $750,000 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | COLLECTION INCLUDES LATE 19TH CENTURY ARTIFACTS OF RURAL VERMONT AGRARIAN CULTURE THAT ASSIST IN EDUCATION AND DEMONSTRATION OF RURAL LIFE AND VALUES OF THE ITEMS AS WELL AS CONSERVATION AND SUSTAINABLE LAND USE. ARCHIVAL COLLECTIONS INCLUDE COMPLETE BUSINESS RECORDS OF THE BILLINGS FARM FROM THE 1870S TO THE PRESENT, ALONG WITH ACCOMPANYING BILLINGS FAMILY MANUSCRIPTS. THE COLLECTIONS ALSO INCLUDE TWO VERY SIGNIFICANT ORIGINAL PHOTOGRAPHIC COLLECTIONS COMMISSIONED BY FREDERICK BILLINGS, ONE BY CARLETON WATKINS AND THE OTHER BY F. JAY HAYNES. |
| PART V, LINE 4: | THE MARSH-BILLINGS-ROCKEFELLER FUND WAS ESTABLISHED IN 1992 TO FUND THE UPKEEP OF THE MARSH-BILLINGS-ROCKEFELLER MANSION AND ITS SURROUNDING PROPERTY (WHICH HAS BEEN DESIGNATED A NATIONAL HISTORICAL PARK). |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | US NATIONAL PARK SERVICE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1849 C STREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20240 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRC Section | GOVERNMENT | IRCSectionDesc |
| Cash Grant | $1,187,393 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | TO PROMOTE AND FURTHER THE DEVELOPMENT OF THE MARSH-BILLINGS-ROCKEFELLER NATIONAL HISTORIC PARK | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | MANAGEMENT HAS ONGOING INTERACTION WITH GRANTEES AND REVIEWS GRANTEE PERFORMANCE AT MINIMUM ON AN ANNUAL BASIS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVID M SIMMONS | ||||||||||||||
| PRESIDENT | $185,098 | $0 | $28,000 | $0 | $25,865 | $0 | $16,163 | $0 | $26,361 | $0 | $281,487 | $0 | $0 | $0 |
| MARK LANGLOIS DIRECTOR OF | ||||||||||||||
| FINANCE & ADMIN/ASSISTANT TREASURER | $150,237 | $0 | $5,000 | $0 | $1,309 | $0 | $10,836 | $0 | $12,181 | $0 | $179,563 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | INDIVIDUALS RECEIVED A BOARD APPROVED PERFORMANCE-BASED BONUS AS INCLUDED IN PART II, COLUMN (B)(II). THIS AMOUNT IS INCLUDED IN THEIR REPORTABLE COMPENSATION. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | PRIOR TO SUBMISSION OF FORM 990, THE TREASURER AND EXECUTIVE COMMITTEE, INCLUDING THE CHAIRMAN OF THE BOARD AND PRESIDENT, REVIEW AND APPROVE THE 990. THE FULL BOARD IS PROVIDED WITH THE FORM 990 ELECTRONICALLY AND INVITED TO COMMENT AND ASK QUESTIONS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION CURRENTLY HAS IN PLACE A CONFLICT OF INTEREST POLICY THAT APPLIES TO ANY TRUSTEE AND OFFICER WHICH IT ANNUALLY MONITORS AND ENFORCES. THE BOARD MANDATES THAT ALL MEMBERS OF THE GOVERNING BODY ANNUALLY SIGN A CONFLICT OF INTEREST STATEMENT AND DISCLOSE ANY POTENTIAL OR ACTUAL CONFLICTS THAT MAY EXIST. ANY TRUSTEE OR OFFICER WHO HAS AN INTEREST IN A RELATED PARTY TRANSACTION MUST DISCLOSE IN GOOD FAITH TO THE SECRETARY OR APPROPRIATE COMMITTEE THE MATERIAL FACTS CONCERNING SUCH INTEREST. INDIVIDUALS WITH SUCH RELATIONSHIPS MUST NOT BE PRESENT DURING, OR PARTICIPATE IN, ANY BOARD OR BOARD COMMITTEE DELIBERATIONS OR VOTE ON ANY MATTERS GIVING RISE TO THE CONFLICT, OR POTENTIAL CONFLICT OF INTEREST. THE EXISTENCE OF ALL SUCH CONFLICTS OF INTEREST AND THEIR RESOLUTION, AS WELL AS ANY ISSUES RELATING TO THEM, WILL BE FULLY DOCUMENTED IN THE SUMMARY OF THE MEETING. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION COMMITTEE OF THE BOARD REVIEWS THE COMPENSATION OF THE PRESIDENT OF THE FOUNDATION ANNUALLY. THE COMMITTEE COMPARES INFORMATION FOUND IN THE ANNUAL SALARY AND BENEFITS SURVEY DONE BY THE NEW ENGLAND MUSEUM ASSOCIATIONS AS WELL AS INFORMATION GATHERED IN PREVIOUS YEARS. THE PRESIDENT PRESENTS COMPENSATION RECOMMENDATIONS TO THE EXECUTIVE COMMITTEE. RECOMMENDATIONS ARE BASED ON DEPARTMENTAL REVIEW. ONCE APPROVED BY THE EXECUTIVE COMMITTEE COMPENSATION IS INCLUDED IN THE BUDGET PRESENTED FOR APPROVAL TO THE BOARD AT THE ANNUAL MEETING. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS ALSO POSTED ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST OR BY CALLING THE ORGANIZATION DIRECTLY. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Total IncomeTotalIncomeAmt |
|---|---|---|---|---|---|---|---|---|---|
| WRC HOLDING LLC | |||||||||
| 9 CROSS STREET | WOODSTOCK | VT | 05091 | 261808948 | OWNERSHIP OF RESORT HOTEL CORPORATION | VT | $25,084,022 | WOODSTOCK FOUNDATION INC | |
| 11 THE GREEN LLC | |||||||||
| PO BOX 489 | WOODSTOCK | VT | 05091 | 832192244 | OWNERSHIP OF REAL PROPERTY USED BY THE FOUNDATION | VT | $2,449,250 | WOODSTOCK FOUNDATION INC | $0 |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| JACKSON HOLE PRESERVE INC | ||||||||||
| PO BOX 489 | WOODSTOCK | VT | 05091 | 131813818 | CONSERVATION GRANTS | NY | 501(C)(3) | PF | N/A | 0 |
| THE LAURANCE S ROCKEFELLER FUND | ||||||||||
| 1201 N MARKET STREET SUITE 201 | WILMINGTON | DE | 19801 | 204192256 | GENERAL GRANTS | DE | 501(C)(3) | PF | N/A | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOODSTOCK RESORT CORPORATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 CROSS STREET | AddressLine1Txt |
| City | WOODSTOCK | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05091 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 030220066 | EIN |
| Primary Activities | OPERATION OF RESORT HOTEL CORPORATION | PrimaryActivitiesTxt |
| Legal Domicile State | VT | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WRC HOLDINGS LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | $41,104,204 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $57,901,908 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOODSTOCK RESORT CORPORATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | L | TransactionTypeTxt |
| Involved | $166,529 | InvolvedAmt |
| Method Of Amount Determination | COST | MethodOfAmountDeterminationTxt |
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