WHEELOCK MOUNTAIN FARM INC: Form 990EZ, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
WHEELOCK MOUNTAIN FARM INC (EIN 03-0349582)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-08-27
IRS object ID
202622399349200127
Schema version
2025v4.2
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)
Return2026-08-27T13:42:23-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

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 Begin2025-01-01TaxPeriodBeginDt

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
Signature2026-08-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL STUART CPAPreparerPersonNm
PTINP01216380PTIN
Phone8024726192PhoneNum
Preparation2026-08-27PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
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$71,398GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$15,801ContributionsGiftsGrantsEtcAmt
Program Service Revenue$29,729ProgramServiceRevenueAmt
Investment Income$573InvestmentIncomeAmt
Gross Sales Of Inventory$4,595GrossSalesOfInventoryAmt
Cost Of Goods Sold$1,178CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry$3,417GrossProfitLossSlsOfInvntryAmt
Other Revenue Total$20,700OtherRevenueTotalAmt
Total Revenue$70,220TotalRevenueAmt
Salaries Other Comp Empl Bnft$32,897SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$5,782FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$25,900OccupancyRentUtltsAndMaintAmt
Other Expenses Total$14,942OtherExpensesTotalAmt
Total Expenses$79,521TotalExpensesAmt
Excess Or Deficit For Year-$9,301ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$366,857NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$357,556NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$91,107BOYAmt
EOY$83,056EOYAmt

Land And Buildings LandAndBuildingsGrp

FieldValueIRS element (for citing)
BOY$290,038BOYAmt
EOY$286,692EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$20,434BOYAmt
EOY$14,746EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$401,579BOYAmt
EOY$384,494EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$34,722BOYAmt
EOY$26,938EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$366,857BOYAmt
EOY$357,556EOYAmt
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 (3 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
IN 2025, BUILDING FEARLESS FUTURES WORKED TO EDUCATE OVER 550 K-12 YOUTH THROUGHOUT 15 VERMONT PUBLIC SCHOOLS, AS WELL AS OTHER ADDITIONAL LOCAL ORGANIZATIONS, ABOUT HEALTHY CONFLICT RESOLUTION AND OVERCOMING DIFFERENCES IN LOCAL COMMUNITIES$0$38,838
IN 2025, WHEELOCK MOUNTAIN FARM HOSTED MULTIPLE EDUCATIONAL WORKSHOPS FOR AROUND 186 PEOPLE ON THE TOPICS OF COMMUNITY-BUILDING, COMMUNITY STORYTELLING, SMALL-SCALE AGRICULTURE, ECO-LITERACY AND ECOLOGICAL AND SOCIAL RESILIENCE.$0$371
IN 2025, PROGRAMS AND ACTIVITIES INCLUDED SUPPORTING LAND STEWARDSHIP AND EDUCATION AROUND THESE THEMES. INCLUDING MAPLE SUGARING, FOREST MANAGEMENT, AND ECOSYSTEM MANAGEMENT.$0$1,179
FieldValueIRS element (for citing)
Total Program Service Expenses$40,388TotalProgramServiceExpensesAmt

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
ANDREW PURDY
MEMBER5.00$0$0$0
ORNELLA MATTA-FIGUEROA
MEMBER5.00$0$0$0
EMILY PURDY
PRESIDENT5.00$0$0$0
AVANI PISAPATI
TREASURER5.00$0$0$0
CHRISTINE DAMON
SECRETARY5.00$0$0$0
MICHAEL REDDY
VICE PRESIDENT5.00$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$47,835CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$20,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$19,273CurrentTaxYearMinus1YearAmt
Current Tax Year$29,729CurrentTaxYearAmt
Total$121,837TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$47,835CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$20,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$19,273CurrentTaxYearMinus1YearAmt
Current Tax Year$29,729CurrentTaxYearAmt
Total$121,837TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$121,837PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$634CurrentTaxYearMinus1YearAmt
Current Tax Year$573CurrentTaxYearAmt
Total$1,207TotalAmt
FieldValueIRS element (for citing)
Total Support$123,044TotalSupportAmt
Public Support CY1700.99020PublicSupportCY170Pct
Public Support PY1700.99420PublicSupportPY170Pct
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 (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOMEDESCRIPTION: INTEREST. AMOUNT: 573. TOTAL TO FORM 990-EZ, LINE 14: 25,900.
FORM 990-EZ, PART I, LINE 7 - SALES OF INVENTORYINCOME: GROSS RECEIPTS: 4,595. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 1,178. GROSS PROFIT: 3,417. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 0. MERCHANDISE PURCHASED: 0. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 872. OTHER COSTS: 306. INVENTORY AT END OF YEAR: 0. COST OF GOODS SOLD: 1,178.
FORM 990-EZ, PART I, LINE 7B - OTHER COSTSDESCRIPTION: FUEL. AMOUNT: 38. DESCRIPTION: SHIPPING. AMOUNT: 22. DESCRIPTION: REPAIRS & MAINTENANCE. AMOUNT: 149. DESCRIPTION: DUES. AMOUNT: 97. TOTAL INCLUDED ON FORM 990-EZ, PART I, LINE 7B: 306.
FORM 990-EZ, PART I, LINE 8 - OTHER REVENUEDESCRIPTION: RESIDENTIAL RENTAL - WHEELOCK. AMOUNT: 20,700.
FORM 990-EZ, PART I, LINE 14DESCRIPTION: DEPRECIATION. AMOUNT: 3,456. DESCRIPTION: INSURANCE. AMOUNT: 4,416. DESCRIPTION: REPAIRS & MAINTENANCE. AMOUNT: 4,077. DESCRIPTION: INTEREST. AMOUNT: 1,365. DESCRIPTION: PROPERTY TAXES. AMOUNT: 12,586.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: FEES. AMOUNT: 1,255. DESCRIPTION: FUEL. AMOUNT: 14. DESCRIPTION: INSURANCE. AMOUNT: 2,649. DESCRIPTION: LOAN FORGIVENESS. AMOUNT: 5,048. DESCRIPTION: OFFICE EXP. AMOUNT: 1,349. DESCRIPTION: PAYROLL TAXES. AMOUNT: 3,082. DESCRIPTION: SUPPLIES. AMOUNT: 357. DESCRIPTION: TRAVEL. AMOUNT: 1,188. TOTAL TO FORM 990-EZ, LINE 16: 14,942.
FORM 990-EZ, PART II, LINE 24 - OTHER ASSETSDESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 5,999. END OF YEAR AMOUNT: 6,470. DESCRIPTION: NOTES RECEIVABLE. BEG. OF YEAR AMOUNT: 10,095. END OF YEAR AMOUNT: 4,417. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 4,340. END OF YEAR AMOUNT: 3,859.
FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIESDESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 1,612. END OF YEAR AMOUNT: 424. DESCRIPTION: NOTES PAYABLE. BEG. OF YEAR AMOUNT: 33,110. END OF YEAR AMOUNT: 26,514.

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

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