CLERMONT FOUNDATION: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- CLERMONT FOUNDATION (EIN 27-3143754)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-13
- IRS object ID
- 201941339349303704
- Schema version
- 2018v3.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-13T09:39:16-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Katherine F Funkhouser CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1504 Earle Road | AddressLine1Txt |
| City | Charles Town | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 254145476 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273143754 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Clermont Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CLER | BusinessNameControlTxt |
| Phone | 5409550102 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 151 Clermont Lane | AddressLine1Txt |
| City | Berryville | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22611 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Robert W Stieg Jr | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 5409550102 | PhoneNum |
| Signature | 2019-02-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Katherine F Funkhouser | PreparerPersonNm |
| PTIN | P00575926 | PTIN |
| Phone | 3047251040 | PhoneNum |
| Preparation | 2019-05-13 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 170.215.143.158 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-13 | IPDt |
| IP Tm | 09:38:59 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BDB255C98C8A85D199B092954882FDB839C2ECA8 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BDB255C98C8A85D199B092954882FDB839C2ECA8 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | Robert W Stieg Jr | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 32 | AddressLine1Txt |
| City | Millwood | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22646 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,619,163 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | clermontfarm.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2010 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | To promote public engagement in agriculture, history, and historic preservation through education, research and demonstration programs using the landscape of the 18th century plantaion at Clermont Farm in the Shenandoah Valley of Virginia, owned by the Virginia Dept. of Historic Resources. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Total Volunteers | 69 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $56,952 | PYContributionsGrantsAmt |
| CY Contributions Grants | $44,117 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $43,650 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $93,819 | CYProgramServiceRevenueAmt |
| PY Investment Income | $210,484 | PYInvestmentIncomeAmt |
| CY Investment Income | $243,294 | CYInvestmentIncomeAmt |
| PY Other Revenue | $211 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $311,297 | PYTotalRevenueAmt |
| CY Total Revenue | $381,230 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $117,288 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $117,040 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $212,854 | PYOtherExpensesAmt |
| CY Other Expenses | $214,247 | CYOtherExpensesAmt |
| PY Total Expenses | $330,142 | PYTotalExpensesAmt |
| CY Total Expenses | $331,287 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$18,845 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $49,943 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,371,250 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,986,719 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $40,482 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $29,423 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,330,768 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,957,296 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The Foundation promotes public engagement with agriculture, history, and historic preservation using the cultural landscape of Clermont Farm & the history of all the peoples associated with it, Native Americans, Africans and Europeans, who have raised and harvested crops and animals on it and created its social, economic, and military history. The Foundation's educational, research and demonstration programs are developed in partnership with Clermont Farm's owner, the Virginia Department of Historic Resources, and with local and regional partner organizations. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $120,238 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $89,734 | RevenueAmt |
| Desc | AGRICULTURE: The Foundation uses the 360-acre Clermont Farm site and other land as a commercial beef cattle and sheep operation, which is the basis for an agricutural education and research program in partnership with Virginia Tech and its Middleburg Agricultural Research and Extension Center. Clermont Farm serves as the teaching farm for the local Clarke County Public Schools (CCPS) Agriculture Program. The farm's expanding Swine Program is conducted in educational partnership with the CCPS and the Clarke Farm Bureau. In 2018 clearing of brush and invasive flora for the silvo-pasture research and demonstration project in partnership with Virginia Tech were carried out in preparation for spring 2019 planting, while a soil renewal project was enlarged over the eastern half of the farm, and over 12,000 ft. of old fencing removed and replaced. The adult bee-keeping training program, in partnership with the Beekeepers of Northern Shenandoah, added hives and participants, and high school students bred, delivered and raised several litters of piglets and hosted a community reception and poster-board education session, carried forward to state FFA. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $61,900 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | HISTORIC PRESERVATION: The Foundation demonstrates best historic preservation practices and conducts education programs about them for special interest groups, university students, and the general public, using the dozen historic buildings (18th and 19th centuries) above ground. Rehabilitation of and repairs to historic buildings are used not only as active opportunities for demonstrations of best practices and appropriate technologies, but also to conduct further research on the buildings. In 2018 the large 1849 Corn Crib rehabilitation was completed, the building being subsequently used for educational presentations to children, adults and specialists. Archaeology, in partnership with the Northern Shenandoah Valley Chapter of the Archaeological Society of Virginia, was completed on the north and south porches of the 1775 house and begun on the smokehouse of 1803, in preparation for repairs to both. Clermont hosted the major site visit of the annual state conference of the Archaeological Society of Virginia. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $30,092 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $4,085 | RevenueAmt |
| Desc | HISTORY: The Foundation conducts research and education programs related to the history of the farm, its regional and economic ties, and the people who have lived and worked there. The Foundation maintains archives of family papers related to the farm and collections of historic furnishings and objects. A long-term archaeology program in partnership with James Madison University is surveying not only the estimated fourteen buildings no longer above ground, but also all 360 acres of the site (evidence of Native American materials to the Early Archaic, 18th century and 19th century buildings, Civil War sites). In 2018 the Foundation conducted school programs for all 4th graders in Clarke County, carried out site-specific Civl War-related programs for adults in partnership with the Shenandoah Valley Battlefields Foundation, toured the Slave Quarter for multiple organizations and showed an 1830's "tub" mill to practicing millers, etc. On Nov. 28, 2018 a catastrophic fire destroyed the 1917 104' bank barn and the 1849 newly-restored corn crib, taking with it the 1830's tub mill and stored 18th century architectural components. All programs are continuing and the Foundation is working to replace the losses. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $212,230 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 12 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 2 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Robert W Stieg Jr | PersonNm |
| Phone | 5409550102 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 151 Clermont Lane | AddressLine1Txt |
| City | Berryvilla | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22611 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| Joseph Whitehorne | ||||||
| President | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| John P Lewis | ||||||
| Vice President | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Tupper Dorsey | ||||||
| Treasurer | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Clay Brumback | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Timothy Mayfield | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Doug Lawrence | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Carol Sullivan | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Jane Ailes | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Norma Johnson | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Chuck Bishop | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Michael Hobert | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Shannon Moeck | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Robert W Stieg Jr | ||||||
| CEO | 40.00 | Yes (X) | $71,704 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $71,704 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Government Grants | $43,642 | GovernmentGrantsAmt |
| All Other Contributions | $475 | AllOtherContributionsAmt |
| Total Contributions | $44,117 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| Farm Income | 900099 | $89,734 | $0 | $0 |
| Education Activities | 900099 | $4,085 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $93,819 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $82,747 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $82,747 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,398,480 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,208,735 | SecuritiesAmt |
| Other | $29,198 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $189,745 | SecuritiesAmt |
| Other | -$29,198 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $160,547 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$29,198 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $189,745 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $381,230 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $64,621 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $272,492 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,723 | TotalAmt |
| Program Services | $37,019 | ProgramServicesAmt |
| Management And General | $71,704 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,317 | TotalAmt |
| Program Services | $2,832 | ProgramServicesAmt |
| Management And General | $5,485 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,237 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $3,237 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,900 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $12,900 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,977 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $19,977 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $535 | TotalAmt |
| Program Services | $535 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,129 | TotalAmt |
| Program Services | $4,129 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,596 | TotalAmt |
| Program Services | $9,596 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,195 | TotalAmt |
| Program Services | $3,195 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,451 | TotalAmt |
| Program Services | $29,451 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,050 | TotalAmt |
| Program Services | $30,826 | ProgramServicesAmt |
| Management And General | $1,224 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,332 | TotalAmt |
| Program Services | $802 | ProgramServicesAmt |
| Management And General | $4,530 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Farm Services | $29,327 | $29,327 | $0 | $0 |
| Farm Equipment Expenses | $13,971 | $13,971 | $0 | $0 |
| Farm Supplies | $25,312 | $25,312 | $0 | $0 |
| Education Services | $25,235 | $25,235 | $0 | $0 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $331,287 | TotalAmt |
| Program Services | $212,230 | ProgramServicesAmt |
| Management And General | $119,057 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,795 | BOYAmt |
| EOY | $20,316 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,584 | BOYAmt |
| EOY | $41,838 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,069 | BOYAmt |
| EOY | $101,519 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $979,952 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $107,972 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $728,309 | BOYAmt |
| EOY | $871,980 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,449,493 | BOYAmt |
| EOY | $2,951,066 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,371,250 | BOYAmt |
| EOY | $3,986,719 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,207 | BOYAmt |
| EOY | $13,248 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,000 | BOYAmt |
| EOY | $13,500 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,275 | BOYAmt |
| EOY | $2,675 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,482 | BOYAmt |
| EOY | $29,423 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,330,768 | BOYAmt |
| EOY | $3,957,296 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,330,768 | BOYAmt |
| EOY | $3,957,296 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,371,250 | BOYAmt |
| EOY | $3,986,719 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $49,943 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$423,952 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $537 | PriorPeriodAdjustmentsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
| Accountant Compile Or Review | Yes (true) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | false | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
| Other Support Sum | $0 | OtherSupportSumAmt |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $140,221 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $40,496 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $49,751 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $52,748 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $44,117 | CurrentTaxYearAmt |
| Total | $327,333 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $94,628 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $275,758 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $224,785 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $205,756 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $231,449 | CurrentTaxYearAmt |
| Total | $1,032,376 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $234,849 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $316,254 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $274,536 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $258,504 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $275,566 | CurrentTaxYearAmt |
| Total | $1,359,709 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $1,359,709 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $170,589 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $193,806 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $86,774 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $86,827 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $81,363 | CurrentTaxYearAmt |
| Total | $619,359 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,864 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,899 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,681 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $12,444 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,991,512 | TotalSupportAmt |
| Public Support CY170 | 0.68280 | PublicSupportCY170Pct |
| Public Support PY170 | 0.60640 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
| Public Support Total509 | $0 | PublicSupportTotal509Amt |
| Public Support CY509 | 0 | PublicSupportCY509Pct |
| Investment Income CY | 0 | InvestmentIncomeCYPct |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Pt II Ln 10 | FormAndLineReferenceDesc |
| Explanation | Other Income Part II, Line 10 Description: other income 2014: 4864. 2015: 5899. 2016: 1681. 2017: 0. 2018: 0. | ExplanationTxt |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Book Value | $0 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $654,626 | OtherCostOrOtherBasisAmt |
| Book Value | $654,626 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $45,601 | OtherCostOrOtherBasisAmt |
| Book Value | $45,601 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $279,725 | OtherCostOrOtherBasisAmt |
| Book Value | $279,725 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $979,952 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Security Deposits | Desc |
| Amt | $2,675 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,675 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Pt III, Line 4 | FormAndLineReferenceDesc |
| Explanation | To complete the museum cataloguing of all the historic objects and furnishings, and to archive and describe its large collection of historic photographs. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt VI, Line 11b | The Foundation provides the Board of Directors with a copy of the 990 to review prior to filing. |
| Pt VI, Line 12c | To implement this policy, Trustees will submit annual reports and will make disclosures before any relevant board or committee action. These reports will be reviewd by the trustees of an appointed committee of trustees, who will attempt to resolve any actual or potential conflict(s) and, in the absence of resolution, refer the matter to the trustees. |
| Pt VI, Line 15a | Compensation is reviewed by the Board of Directors using local non-profit data. |
| Pt VI, Line 19 | The Foundation makes its governing documents, conflict of interest policy, and financial statements available upon request. |
| Pt XII, Line 1 | The Foundation uses the modified cash basis of accounting. |
| Pt XII, Line 2c | No change from prior year. |
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