WHITE HOUSE FARM FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- WHITE HOUSE FARM FOUNDATION (EIN 27-4450025)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-04-13
- IRS object ID
- 202201039349100915
- Schema version
- 2020v4.2
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-13T11:32:49-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 541937589 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GJ LEX III CPA EQUINOX INVESTMENTS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8040 INDUSTRIAL PARK COURT | AddressLine1Txt |
| City | BRISTOW | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20136 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 274450025 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITE HOUSE FARM FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WHIT | BusinessNameControlTxt |
| Phone | 7039299918 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8040 INDUSTRIAL PARK COURT | AddressLine1Txt |
| City | BRISTOW | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22033 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT C PLEIN | PersonNm |
| Person Title | PRESIDENT/BOARD CHAIRMAN/DIRECTOR | PersonTitleTxt |
| Phone | 7039299918 | PhoneNum |
| Signature | 2022-04-13 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SCOTT | PersonFirstNm |
| Person Last | PLEIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GEORGE J LEX III | PreparerPersonNm |
| PTIN | P00154352 | PTIN |
| Phone | 7034792686 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,085,013 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $51,100 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $4,379 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,379 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $4,379 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $31,164 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $31,164 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $31,164 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $3,267,777 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $3,267,777 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $3,354,420 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $35,543 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,272,156 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $63,373 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $63,373 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,590 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,340 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,156 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,156 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,842 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $190 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $3,652 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $239,763 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $520 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $239,222 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $313,724 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,206 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $307,497 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $39,042 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $39,042 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $352,766 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,206 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $346,539 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,001,654 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $29,337 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,272,156 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $60 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $43,331 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,086,720 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,086,720 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $2,100 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,868 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,868 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $95,251 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,122,023 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,122,023 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,875,959 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,557 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,874,402 | LandBOYAmt |
| Land EOY | $1,874,402 | LandEOYAmt |
| Land EOYFMV | $1,874,402 | LandEOYFMVAmt |
| Total Assets BOY | $2,015,144 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,085,013 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,085,013 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $4,347 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,017 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $2,608 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,816 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $6,955 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,833 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,913,991 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,661,930 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $94,198 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $418,250 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,008,189 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,080,180 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,015,144 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,085,013 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,008,189 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,001,654 | ExcessRevenueOverExpensesAmt |
| Other Increases | $70,337 | OtherIncreasesAmt |
| Subtotal | $5,080,180 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,080,180 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Capital Gains Dividends | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $31,164 | GrossSalesPriceAmt |
| Gain Or Loss | $31,164 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $31,164 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $31,164 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $408 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $408 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $408 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $408 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTP://WHFARMFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | THE FOUNDATION | IndividualWithBooksNm |
| Phone | 7039299918 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8040 INDUSTRIAL PARK COURT | AddressLine1Txt |
| City | BRISTOW | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20136 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SCOTT C PLEIN | ||||||||
| 230 BUXTON ROAD | FALLS CHURCH | VA | 22046 | PRESIDENT/BOARD CHAIRMAN/DIRECTOR | 2.00 | $0 | $0 | $0 |
| ERIC V PLEIN | ||||||||
| 230 BUXTON ROAD | FALLS CHURCH | VA | 22046 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| JACKIE K PLEIN | ||||||||
| 230 BUXTON ROAD | FALLS CHURCH | VA | 22046 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GEORGE J LEX III | ||||||||
| 4174 RUSH STREET | FAIRFAX | VA | 22033 | DIRECTOR/SECT/TREASURER | 1.00 | $0 | $0 | $0 |
| FAYE C COOPER | ||||||||
| 1917 KAUFMANS MILL ROAD | LURAY | VA | 22835 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| LAURA HASSELL | ||||||||
| 6525 OAKWOOD DRIVE | FALLS CHURCH | VA | 22041 | EXECUTIVE DIRECTOR | 35.00 | $63,373 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE MISSION OF THE WHITE HOUSE FARM FOUNDATION IS TO ENRICH INDIVIDUALS WITH KNOWLEDGE OF AND INVOLVEMENT WITH OUR NATURAL ECOLOGICAL SYSTEMS, SUSTAINABLE AGRICULTURE, HOLISTIC COMMUNITY PLANNING, AND RESPECT LOCAL HISTORY AND CULTURE. THE FOUNDATION PROVIDES PROGRAMS AND ACTIVITIES WHICH SUPPORT THE MISSION FOR YOUTH AND ADULTS. THE FOUNDATION WORKS IN PARTNERSHIP WITH LOCAL/REGIONAL CONSERVATION ORGANIZATIONS AND EDUCATIONAL INSTITUTIONS. | Description1Txt |
| Expenses1 | $114,663 | Expenses1Amt |
| Description2 | MANAGE 380 ACRES OF LAND KNOWN AS LEOPOLD'S PRESERVE IN PRINCE WILLIAM COUNTY, VIRGINIA. THE PROPERTY IS SUBJECT TO A PERPETUAL RESTRICTIONS UNDER A CONSERVATION EASEMENT. | Description2Txt |
| Expenses2 | $191,821 | Expenses2Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $536,501 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $582,046 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,118,547 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,118,547 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,778 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,101,769 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $55,088 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $346,539 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $346,539 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $346,539 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2010-12-28 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $55,088 | CurrentYearAmt |
| Year1 | $2,275 | Year1Amt |
| Year2 | $1,401 | Year2Amt |
| Year3 | $571 | Year3Amt |
| Total | $59,335 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $46,825 | CurrentYearAmt |
| Year1 | $1,934 | Year1Amt |
| Year2 | $1,191 | Year2Amt |
| Year3 | $485 | Year3Amt |
| Total | $50,435 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $346,539 | CurrentYearAmt |
| Year1 | $129,992 | Year1Amt |
| Year2 | $56,724 | Year2Amt |
| Year3 | $107,879 | Year3Amt |
| Total | $641,134 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $346,539 | CurrentYearAmt |
| Year1 | $129,992 | Year1Amt |
| Year2 | $56,724 | Year2Amt |
| Year3 | $107,879 | Year3Amt |
| Total | $641,134 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $5,085,014 | CurrentYearAmt |
| Year1 | $20,158,144 | Year1Amt |
| Year2 | $2,056,001 | Year2Amt |
| Year3 | $2,083,165 | Year3Amt |
| Total | $29,382,324 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $5,085,014 | CurrentYearAmt |
| Year1 | $20,158,144 | Year1Amt |
| Year2 | $2,056,001 | Year2Amt |
| Year3 | $2,083,165 | Year3Amt |
| Total | $29,382,324 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SCOTT C PLEIN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 BUXTON ROAD | AddressLine1Txt |
| City | FALLS CHURCH | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22046 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7039299918 | RecipientPhoneNum |
| Recipient Email Address | SPLEIN@EQUINOXINVESTMENTSLLC.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | INFORMATION SHOULD INCLUDE AN OUTLINE OF THE PROJECT AND HOW IT RELATES TO SUSTAINABLE AGRICULTURE, CONSERVATION, AND LOCAL HISTORY | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | LIMITED TO THE SHENANDOAH VALLEY VA AND THE GREATER NORTHERN VIRGINIA AREAS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| NORTHERN VIRGINIA CONSERVATION TRUST | |||||||
| 4022A HUMMER ROAD | ANNANDALE | VA | 22003 | NONE | PC | TO FURTHER CHARITABLE PURPOSE | $5,000 |
| POTOMAC RIVERKEEPER NETWORK | |||||||
| 3070 M STREET NW | WASHINGTON | DC | 20007 | NONE | PC | TO FURTHER CHARITABLE PURPOSE | $20,000 |
| BULL RUN MOUNTAIN CONSERVANCY | |||||||
| 17405 BEVERLY MILL DRIVE | BROAD RUN | VA | 20137 | NONE | PC | TO FURTHER CHARITABLE PURPOSE | $5,250 |
| WOMEN GIVING BACK | |||||||
| 20 EXPORT DRIVE | STERLING | VA | 20164 | NONE | PC | TO FURTHER CHARITABLE PURPOSE | $5,000 |
| THE CLIFTON INSTITUTE | |||||||
| 6712 BLANTYRE ROAD | WARRENTON | VA | 20187 | NONE | PC | TO FURTHER CHARITABLE PURPOSE | $2,300 |
| AERO ANIMAL RESCUE | |||||||
| 14405 PARULA WAY | GAINESVILLE | VA | 20155 | NONE | PC | TO FURTHER CHARITABLE PURPOSE | $250 |
| PRINCE WILLIAM CONSERVATION ALLIANCE | |||||||
| 2241 TACKETTS MILL DRIVE | LAKE RIDGE | VA | 22192 | NONE | PC | TO FURTHER CHARITABLE PURPOSE | $250 |
| PRINCE WILLIAM WILDFLOWER SOCIETY | |||||||
| PO BOX 83 | MANASSAS | VA | 20108 | NONE | PC | TO FURTHER CHARITABLE PURPOSE | $100 |
| VPAP - EARTH DAY SPONSORSHIP | |||||||
| 1209 EAST CARY STREET SUITE 200 | RICHMOND | VA | 23219 | NONE | PC | TO FURTHER CHARITABLE PURPOSE | $200 |
| CORACLE | |||||||
| 2883 QUICKSBURG ROAD | QUICKSBURG | VA | 22847 | NONE | PC | TO FURTHER CHARITABLE PURPOSE | $692 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $39,042 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,379 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,164 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| LEOPOLDS PRESERVE WETLAND CREDIT SALE PROCEEDS | $2,793,602 |
| LEOPOLDS PRESERVE WETLANDS RESTRICTED MAINT. FUNDING | $474,175 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $35,543 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,267,777 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,303,320 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (5 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 11A | THE FOUNDATION SOLD WETLAND CREDITS CONTAINED WITHIN THE LEOPOLDS |
| 11A | PRESERVE NATURE AREA WHICH IS OPEN TO THE PUBLIC. |
| 11B | THE FOUNDATION RECEIVED FUNDS EARMARKED FOR FUTURE MAINTENANCE OF THE |
| 11B | WETLAND AREAS WITHIN THE LEOPOLDS PRESERVE AS PART OF THE RELATED |
| 11B | WETLANDS CREDIT SALE. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIDELITY CHARITABLE - PLEIN FAMILY CHARITABLE TRUST ACCT | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 770001 | AddressLine1Txt |
| City | CINCINNATTI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45277 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $50,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ACCOUNTING FEES | $3,090 | $3,090 | $0 | $0 |
| ACCOUNTING AND ADVISORY FEES | $2,500 | $1,250 | $0 | $1,250 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $2,122,023 | BookValueAmt |
| EOYFMV | $2,122,023 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LAND - LEOPOLDS PRESERVE | $1,874,402 | $0 | $1,874,402 | $1,874,402 |
| DIGITAL CAMERA & ACCESSORIES | $1,557 | $1,557 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| LEOPOLDS PRESERVE MAINTENANCE & PROGRAMS | $194,063 | $0 | $0 | $194,063 |
| OTHER WHFF PROGRAMS & EVENTS | $30,524 | $0 | $0 | $30,524 |
| BUSINESS REGISTRATION FEES | $25 | $0 | $0 | $25 |
| COMPUTER AND PHONE | $677 | $0 | $0 | $677 |
| INSURANCE | $7,911 | $0 | $0 | $7,911 |
| OFFICE AND ADMIN EXPENSE | $3,898 | $0 | $0 | $3,877 |
| OTHER ADMIN & MANAGEMENT | $520 | $520 | $0 | $0 |
| TRAVEL | $1,665 | $0 | $0 | $1,665 |
| WEBSITE | $480 | $0 | $0 | $480 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| LEOPOLDS PRESERVE WETLAND CREDIT SALE PROCEEDS | $2,793,602 | $2,793,602 |
| LEOPOLDS PRESERVE WETLANDS RESTRICTED MAINT. FUNDING | $474,175 | $474,175 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN/LOSS ON SECURITIES | $23,623 |
| UNREALIZED GAIN/LOSS ON SECURITIES | $46,714 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED WAGES AND TAXES | Desc |
| BOY Book Value | $2,608 | BOYBookValueAmt |
| EOY Book Value | $2,816 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKERAGE FEES | CategoryTxt |
| Amt | $1,156 | Amt |
| Net Investment Income | $1,156 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| REAL ESTATE TAXES | $3,652 | $0 | $0 | $3,652 |
| INCOME TAXES | $190 | $190 | $0 | $0 |