MCGHEE FOUNDATION: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
MCGHEE FOUNDATION (EIN 11-3642818)
Tax period
2011-10-01 to 2012-09-30
Filed
2012-11-07
IRS object ID
201203129349301135
Schema version
2011v1.2
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)
Timestamp2012-11-07T13:21:26-05:00Timestamp
Tax Period End Date2012-09-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Noble & Noble Fin Assoc IncBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1830-B John Marshall HighwayAddressLine1
CityFront RoyalCity
StateVAState
ZIP Code22630ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-10-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN113642818EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1The McGhee FoundationBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlMCGHNameControl

US Address USAddress

FieldValueIRS element (for citing)
Address Line136276 Mountville RdAddressLine1
CityMiddleburgCity
StateVAState
ZIP Code20117ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameRichard BergerName
TitlePresidentTitle
Phone5406873743Phone
Date Signed2012-10-23DateSigned
Authorize Third PartyfalseAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameMichael B Noble CPAName
Phone5406363838Phone
Date Prepared2012-10-29DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonRichard W BergerNameOfPrincipalOfficerPerson
Gross Receipts734066GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Web Sitewww.farmersdelight.orgWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation2009YearFormation
State Legal DomicileVAStateLegalDomicile
Activity Or Mission DescriptionTo act as the steward of Farmers Delight Plantation and by so doing provide a community venue that supports ongoing educational programs for participating youth adults and scholarsActivityOrMissionDescription
Nbr Voting Members Governing Body6NbrVotingMembersGoverningBody
Nbr Independent Voting Members4NbrIndependentVotingMembers
Total Nbr Employees4TotalNbrEmployees
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year34830ContributionsGrantsPriorYear
Contributions Grants Current Year21286ContributionsGrantsCurrentYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year27713InvestmentIncomePriorYear
Investment Income Current Year626753InvestmentIncomeCurrentYear
Other Revenue Prior Year78449OtherRevenuePriorYear
Other Revenue Current Year72766OtherRevenueCurrentYear
Total Revenue Prior Year140992TotalRevenuePriorYear
Total Revenue Current Year720805TotalRevenueCurrentYear
Grants And Similar Amnts CY486GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year37948SalariesEtcPriorYear
Salaries Etc Current Year170024SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year70470TotalFundrsngExpCurrentYear
Other Expense Prior Year152355OtherExpensePriorYear
Other Expenses Current Year261824OtherExpensesCurrentYear
Total Expenses Prior Year190303TotalExpensesPriorYear
Total Expenses Current Year432334TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-49311RevenuesLessExpensesPriorYear
Revenues Less Expenses CY288471RevenuesLessExpensesCY
Total Assets BOY3220747TotalAssetsBOY
Total Assets EOY3452527TotalAssetsEOY
Total Liabilities BOY314727TotalLiabilitiesBOY
Total Liabilities EOY258036TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY2906020NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY3194491NetAssetsOrFundBalancesEOY
Mission DescriptionTo act as the steward of Farmers Delight Plantation and by so doing provide a community venue that supports ongoing educational programs for participating youth adults and scholarsMissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense229019Expense
DescriptionContinued renovations and improvements to plantation grounds and structures in conjuction with use of property as an educational resourceDescription
Total Program Service Expense229019TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredfalseScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArttrueCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentsfalseTermOrPermanentEndowments
Report Land Bldg EquiptrueReportLandBldgEquip
Report Invest Oth SecuritiesfalseReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiesfalseReportOtherLiabilities
Report Fin48 FootnotefalseReportFin48Footnote
Independent Audit Financial StmtfalseIndependentAuditFinancialStmt
Consolidated Audit Financial StmtfalseConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationsfalseGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredfalseScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntityfalseRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transaction Related EntityfalseTransactionRelatedEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees4NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncomefalseUnrelatedBusinessIncome
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionsfalseQuidProQuoContributions
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Excess Business HoldingsfalseExcessBusinessHoldings
Taxable DistributionsfalseTaxableDistributions
Distribution To DonorfalseDistributionToDonor
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members6NbrVotingGoverningBodyMembers
Number Independent Voting Members4NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicyfalseConflictOfInterestPolicy
Whistleblower PolicyfalseWhistleblowerPolicy
Document Retention PolicyfalseDocumentRetentionPolicy
Compensation Process CEOfalseCompensationProcessCEO
Compensation Process OtherfalseCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonConnie MarrNamePerson
Telephone Number5406873743TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11948 Morgans Mill RdAddressLine1
CityBluemontCity
StateVAState
ZIP Code20135ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (6 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerHighest Compensated EmployeeHighestCompensatedEmployee
Bridget C Chisholm
Director1.00X000
Connie Marr
SecyTreas40.00X6872800XX
Denis J Cotter
Director1.00X000
Don A Hawkins
Director1.00X000
Richard W Berger
President and Board Chair40.00X305000X
Sandra L Danielson
Director1.00X6516900
FieldValueIRS element (for citing)
Total Reportable Comp From Org136947TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation0TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers ListedfalseFormersListed
Total Comp GT150 KfalseTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources
Membership Dues600MembershipDues
Fundraising Events421FundraisingEvents
All Other Contributions20265AllOtherContributions
Total Contributions21286TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column1086TotalRevenueColumn
Related Or Exempt Function Income1086RelatedOrExemptFunctionIncome

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column63256TotalRevenueColumn
Related Or Exempt Function Income63256RelatedOrExemptFunctionIncome

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real9510Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real9510Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column9510TotalRevenueColumn
Related Or Exempt Function Income9510RelatedOrExemptFunctionIncome

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Other638928Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Other13261Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Other625667Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column625667TotalRevenueColumn
Related Or Exempt Function Income625667RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Cntrbtns Rprtd Fundraising Events421CntrbtnsRprtdFundraisingEvents

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column720805TotalRevenueColumn
Related Or Exempt Function Income699519RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total486Total
Program Services486ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total136948Total
Program Services34237ProgramServices
Management And General52512ManagementAndGeneral
Fundraising50199Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total18175Total
Program Services18175ProgramServices

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total14901Total
Program Services5035ProgramServices
Management And General5044ManagementAndGeneral
Fundraising4822Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total26765Total
Management And General26765ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total1270Total
Management And General1270ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total11870Total
Program Services8313ProgramServices
Management And General3557ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total8713Total
Fundraising8713Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total13190Total
Management And General13190ManagementAndGeneral

Occupancy Occupancy

FieldValueIRS element (for citing)
Total30490Total
Program Services29044ProgramServices
Management And General1446ManagementAndGeneral

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total6953Total
Management And General217ManagementAndGeneral
Fundraising6736Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total9748Total
Management And General9748ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total48573Total
Program Services46406ProgramServices
Management And General2167ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total13339Total
Management And General13339ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneral
Repairs and maintenance7715077150
Equip fuel and maintenance1017310173
Bank fees20952095
Workers comp14431443

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total52Total
Management And General52ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total432334Total
Program Services229019ProgramServices
Management And General132845ManagementAndGeneral
Fundraising70470Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY13302BOY
EOY232362EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis3541756LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec321591LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY3207445BOY
EOY3220165EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY3220747BOY
EOY3452527EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY4727BOY
EOY8036EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

FieldValueIRS element (for citing)
BOY310000BOY
EOY250000EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY314727BOY
EOY258036EOY
FieldValueIRS element (for citing)
Do Not Follow SFAS117XDoNotFollowSFAS117

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

FieldValueIRS element (for citing)
BOY2906020BOY
EOY3194491EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY2906020BOY
EOY3194491EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY3220747BOY
EOY3452527EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses288471ReconcilationRevenueExpenses
Reconcilation Other Changes0ReconcilationOtherChanges
Method Of Accounting CashXMethodOfAccountingCash
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedfalseFSAudited
Federal Grant Audit RequiredfalseFederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years254498CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years258150CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years25567CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year34830CurrentTaxYearMinus1Year
Current Tax Year21286CurrentTaxYear
Total594331Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years254498CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years258150CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years25567CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year34830CurrentTaxYearMinus1Year
Current Tax Year21286CurrentTaxYear
Total594331Total
FieldValueIRS element (for citing)
Public Support Total170594331PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years69495CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years89996CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years56522CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year97322CurrentTaxYearMinus1Year
Current Tax Year64342CurrentTaxYear
Total377677Total
FieldValueIRS element (for citing)
Total Support972008TotalSupport
Public Support Pertcentage1700.61140PublicSupportPertcentage170
Public Support Pertcent Prior Year0.68760PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170
Facts And Circumstances Test10 Facts and Circumstances Test Part II line 17a or 17b The organization has began operations in earnest after several years with minimal public support The reasons for minimal support in earlier years is due to extensive rehabilition and remodeling that needed to be completed to the grounds and structures in order for the organization to carry out its exempt purpose The organization began a continuous and bona fide program in the current year for the solicitation of funds from the general public and community While improvements continue it is now available to the general public and in fact the organization has started the function of allowing wedding ceremonies to be conducted on the premises which achieves the organizations exempt purpose of education regarding the property but also promotes awareness of the facility to the publicFactsAndCircumstancesTest

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Collect Used For Public ExhibitionXCollectUsedForPublicExhibition
Collect Used For PreservationXCollectUsedForPreservation
Collect Used For Loan Or Exch PrgrmsXCollectUsedForLoanOrExchPrgrms

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis1566900OtherCostOrOtherBasis
Book Value1566900BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis1864648OtherCostOrOtherBasis
Depreciation277234Depreciation
Book Value1587414BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis110208OtherCostOrOtherBasis
Depreciation44357Depreciation
Book Value65851BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings3220165TotalOfBookValueLandBuildings

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)

IdentifierIdentifierExplanationExplanation
Not reporting collections Part III line 1aThe organization has elected as permitted under SFAS 116 not to report in its revenue statement or balance sheet works of art historical treasures or other similar assets held for public exhibition education or research in furtherance of public service The organizations compiled financial statements omits substantially all disclosures but if the disclosures were prepared there would be the appropriate footnote to this effect
02 Collections descriptions Part III line 4The organizations collections include many historical artifacts and documents that are available for use by the public in conjunction with the organizations stated mission

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (3 entries)

IdentifierIdentifierExplanationExplanation
01. Form 990 governing body review (Part VI, line 11)Draft Form 990 is presented to the board for review and approval prior to submission to the IRS
02. Governing documents, etc, available to public (Part VI, line 19)The organizations governing documents are available to the public upon request
03. General explanation attachmentThe Organization did sell at auction some of the works of art to raise needed revenue for the continued stewardship of Farmers Delight These assets had not been carried on the balance sheet but the gross receipts realized from the auction were 638928 and expenses were 13261 with a net realized of 615667

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