WHEELOCK MOUNTAIN FARM INC: Form 990EZ, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
WHEELOCK MOUNTAIN FARM INC (EIN 03-0349582)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-17
IRS object ID
202543219349201519
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

FieldValueIRS element (for citing)
Return2025-11-17T08:06:26-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN273335038PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1M STUART & ASSOCIATES INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1206 S MAIN STAddressLine1Txt
CityHARDWICKCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05843ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN030349582EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WHEELOCK MOUNTAIN FARM INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWHEEBusinessNameControlTxt
Phone8025332296PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line191 WEST WHEELOCK RDAddressLine1Txt
CityGREENSBORO BENDCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05842ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEMILY PURDYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8025332296PhoneNum
Signature2025-11-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL STUART CPAPreparerPersonNm
PTINP01216380PTIN
Phone8024726192PhoneNum
Preparation2025-11-17PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Website AddressWHEELOCKMTNFARM.WEEBLY.COMWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$73,462GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$19,273ContributionsGiftsGrantsEtcAmt
Program Service Revenue$31,236ProgramServiceRevenueAmt
Investment Income$634InvestmentIncomeAmt
Gross Sales Of Inventory$4,055GrossSalesOfInventoryAmt
Cost Of Goods Sold$3,216CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry$839GrossProfitLossSlsOfInvntryAmt
Other Revenue Total$18,264OtherRevenueTotalAmt
Total Revenue$70,246TotalRevenueAmt
Grants And Similar Amounts Paid$5,000GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct$28,151FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$21,531OccupancyRentUtltsAndMaintAmt
Other Expenses Total$3,447OtherExpensesTotalAmt
Total Expenses$58,129TotalExpensesAmt
Excess Or Deficit For Year$12,117ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$354,740NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$366,857NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$93,241BOYAmt
EOY$91,107EOYAmt

Land And Buildings LandAndBuildingsGrp

FieldValueIRS element (for citing)
BOY$294,866BOYAmt
EOY$290,038EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$5,650BOYAmt
EOY$20,434EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$393,757BOYAmt
EOY$401,579EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$39,017BOYAmt
EOY$34,722EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$354,740BOYAmt
EOY$366,857EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeTO PROVIDE EDUCATIONAL ACTIVITIES THAT PROMOTE ECONOMIC AND CULTURAL VIABILITY OF RURAL COMMUNITIES IN VERMONT.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
IN 2024, BUILDING FEARLESS FUTURES WORKED TO EDUCATE OVER 400 K-12 YOUTH THROUGHOUT 12 VERMONT PUBLIC SCHOOLS, AS WELL AS OTHER ADDITIONAL LOCAL ORGANIZATIONS, ABOUT HEALTHY CONFLICT RESOLUTION AND OVERCOMING DIFFERENCES IN LOCAL COMMUNITIES$0$27,490
IN 2024, WHEELOCK MOUNTAIN FARM HOSTED MULTIPLE EDUCATIONAL WORKSHOPS FOR AROUND 100 PEOPLE ON THE TOPICS OF COMMUNITY-BUILDING, SMALL-SCALE AGRICULTURE, AND ECO-LITERACY.$0$112
FieldValueIRS element (for citing)
Total Program Service Expenses$27,602TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (7 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBIN CAPPUCCINO
MEMBER5.00$0$0$0
MIKE REDDY
MEMBER5.00$0$0$0
ANDREW PURDY
MEMBER5.00$0$0$0
EMILY PURDY
PRESIDENT5.00$0$0$0
AVANI PISAPATI
VICE PRESIDENT5.00$0$0$0
BRUCE KAUFMAN
TREASURER5.00$0$0$0
CHRISTINE DAMON
SECRETARY5.00$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EMILY PURDYBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line191 WEST WHEELOCK RDAddressLine1Txt
CityGREENSBORO BENDCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05842ZIPCd
FieldValueIRS element (for citing)
Phone8025332296PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

Schedule A IRS990ScheduleA

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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$16,953CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$47,835CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$20,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,000CurrentTaxYearMinus1YearAmt
Current Tax Year$19,273CurrentTaxYearAmt
Total$109,061TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$16,953CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$47,835CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$20,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,000CurrentTaxYearMinus1YearAmt
Current Tax Year$19,273CurrentTaxYearAmt
Total$109,061TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$109,061PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year$634CurrentTaxYearAmt
Total$634TotalAmt
FieldValueIRS element (for citing)
Total Support$109,695TotalSupportAmt
Public Support CY1700.99420PublicSupportCY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOMEDESCRIPTION: INTEREST. AMOUNT: 634. TOTAL TO FORM 990-EZ, LINE 14: 21,531.
FORM 990-EZ, PART I, LINE 7 - SALES OF INVENTORYINCOME: GROSS RECEIPTS: 4,055. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 3,216. GROSS PROFIT: 839. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 0. MERCHANDISE PURCHASED: 0. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 874. OTHER COSTS: 2,342. INVENTORY AT END OF YEAR: 0. COST OF GOODS SOLD: 3,216.
FORM 990-EZ, PART I, LINE 7B - OTHER COSTSDESCRIPTION: SMALL TOOLS AND EQUIPMENT. AMOUNT: 2,209. DESCRIPTION: FUEL. AMOUNT: 108. DESCRIPTION: SHIPPING. AMOUNT: 25. TOTAL INCLUDED ON FORM 990-EZ, PART I, LINE 7B: 2,342.
FORM 990-EZ, PART I, LINE 8 - OTHER REVENUEDESCRIPTION: RESIDENTIAL RENTAL - WHEELOCK. AMOUNT: 18,264.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: FLOOD RELIEF. GRANTEE NAME: DEEP ROOTS ORGANIC COOP. GRANTEE ADDRESS: PO BOX 620 JOHNSON, VT 05656. DATE OF GIFT: 03/30/25. AMOUNT GIVEN: 5,000.
FORM 990-EZ, PART I, LINE 14DESCRIPTION: DEPRECIATION. AMOUNT: 3,346. DESCRIPTION: INSURANCE. AMOUNT: 4,111. DESCRIPTION: REPAIRS & MAINTENANCE. AMOUNT: 304. DESCRIPTION: SMALL TOOLS & EQUIPMENT. AMOUNT: 206. DESCRIPTION: INTEREST. AMOUNT: 1,566. DESCRIPTION: PROPERTY TAXES. AMOUNT: 11,838. DESCRIPTION: SUPPLIES. AMOUNT: 160.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: MEETINGS. AMOUNT: 240. DESCRIPTION: INSURANCE. AMOUNT: 1,429. DESCRIPTION: FUEL. AMOUNT: 112. DESCRIPTION: FEES. AMOUNT: 1,549. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 117. TOTAL TO FORM 990-EZ, LINE 16: 3,447.
FORM 990-EZ, PART II, LINE 24 - OTHER ASSETSDESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 5,650. END OF YEAR AMOUNT: 5,999. DESCRIPTION: NOTES RECEIVABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 10,095. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 4,340.
FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIESDESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 470. END OF YEAR AMOUNT: 1,612. DESCRIPTION: NOTES PAYABLE. BEG. OF YEAR AMOUNT: 38,547. END OF YEAR AMOUNT: 33,110.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.DeclarationDesc

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.