WHITE HOUSE FARM FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- WHITE HOUSE FARM FOUNDATION (EIN 27-4450025)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-01-07
- IRS object ID
- 202040079349100104
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Cash Deemed Charitable Expln Stmt
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-01-07T07:51:53-06:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 541029635 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMPSON GREENSPON | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4035 RIDGE TOP RD SUITE 700 | AddressLine1Txt |
| City | FAIRFAX | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22030 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | 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 |
| Business Name Line2 | C/O SCOTT C PLEIN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WHIT | BusinessNameControlTxt |
| Phone | 7033270993 | 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 | 20136 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT C PLEIN | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 7033270993 | PhoneNum |
| Signature | 2019-12-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NATHAN S WHITE IV CPA | PreparerPersonNm |
| PTIN | P00127091 | PTIN |
| Phone | 7033858888 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | 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 | $2,056,000 | 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 | $35,500 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $69 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $69 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $69 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $2,221 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,221 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $2,221 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $37,790 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,290 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,290 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $13,491 | 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 | $13,491 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $2,222 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $2,222 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,165 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,446 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,719 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $25 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $25 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,822 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $2,822 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $33,153 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $964 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $32,190 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $56,878 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,410 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $53,469 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,255 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,255 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $60,133 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,410 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $56,724 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$22,343 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,290 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,060 | CashBOYAmt |
| Cash EOY | $1,292 | CashEOYAmt |
| Cash EOYFMV | $1,292 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $46,265 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $18,195 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,195 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $2,522 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $6,480 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $6,480 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $155,916 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $155,631 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $155,631 | 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 | $2,083,165 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,056,000 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,056,000 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $9,254 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,396 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $9,254 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,396 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,927,587 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,908,280 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $146,324 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $146,324 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,073,911 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,054,604 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,083,165 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,056,000 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,073,911 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$22,343 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,036 | OtherIncreasesAmt |
| Subtotal | $2,054,604 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,054,604 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $107,879 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $25,718 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 4.194689 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $95,047 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $33,632 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 2.826088 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $74,026 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $40,641 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.821461 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $76,062 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $39,912 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.905743 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $62,606 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $39,135 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.599744 | DistributionYr5Rt |
| Total Distribution | 12.347725 | TotalDistributionRt |
| Average Distribution | 2.469545 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $28,011 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $69,174 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $69,174 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $56,724 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | 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 | 7033270993 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1917 KAUFFMANS MILL ROAD | AddressLine1Txt |
| City | LURAY | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 228354337 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| RUTH A CHRIS ANDERSON | ||||||||
| 1312 FARMVIEW ROAD | LURAY | VA | 228356939 | FORMER PRESIDENT/EXECUTIVE DIRECT | 35.00 | $13,491 | $2,222 | $0 |
| GEORGE J LEX III | ||||||||
| 4174 RUSH STREET | FAIRFAX | VA | 22033 | DIRECTOR/SECRETARY/TREASUR | 1.00 | $0 | $0 | $0 |
| ERIC V PLEIN | ||||||||
| 1340 CHAMBERS DRIVE | BOULDER | CO | 80305 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| SCOTT C PLEIN | ||||||||
| 301 WEST BROAD STREET UNIT 601 | FALLS CHURCH | VA | 22046 | PRESIDENT/DIRECTOR/BOARD CHAIRMAN | 2.00 | $0 | $0 | $0 |
| FAYE C COOPER | ||||||||
| 1917 KAUFFMANS MILL ROAD | LURAY | VA | 228354337 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| JACKIE PLEIN | ||||||||
| 301 WEST BROAD STREET UNIT 601 | FALLS CHURCH | VA | 22046 | DIRECTOR | 1.00 | $0 | $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 FOR 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 | $31,674 | Expenses1Amt |
| Description2 | MANAGE 380 ACRES OF LAND KNOWN AS LEOPOLD'S PRESERVE IN PRINCE WILLIAM COUNTY, VIRGINIA, WHICH IS SUBJECT TO PERPETUAL RESTRICTIONS UNDER A CONSERVATION EASEMENT. | Description2Txt |
| Expenses2 | $28,460 | 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 | $22,727 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $152,001 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $174,728 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $174,728 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $146,717 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $28,011 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,401 | 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 | $56,724 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $56,724 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $56,724 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,401 | CurrentYearAmt |
| Year1 | $571 | Year1Amt |
| Year2 | $1,682 | Year2Amt |
| Year3 | $876 | Year3Amt |
| Total | $4,530 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,191 | CurrentYearAmt |
| Year1 | $485 | Year1Amt |
| Year2 | $1,430 | Year2Amt |
| Year3 | $745 | Year3Amt |
| Total | $3,851 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $56,724 | CurrentYearAmt |
| Year1 | $107,879 | Year1Amt |
| Year2 | $95,047 | Year2Amt |
| Year3 | $74,026 | Year3Amt |
| Total | $333,676 | 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 | $56,724 | CurrentYearAmt |
| Year1 | $107,879 | Year1Amt |
| Year2 | $95,047 | Year2Amt |
| Year3 | $74,026 | Year3Amt |
| Total | $333,676 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,056,001 | CurrentYearAmt |
| Year1 | $2,083,165 | Year1Amt |
| Year2 | $2,060,300 | Year2Amt |
| Year3 | $2,068,675 | Year3Amt |
| Total | $8,268,141 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,056,001 | CurrentYearAmt |
| Year1 | $2,083,165 | Year1Amt |
| Year2 | $2,060,300 | Year2Amt |
| Year3 | $2,068,675 | Year3Amt |
| Total | $8,268,141 | 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 PLEIN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 WEST BROAD STREET UNIT 601 | AddressLine1Txt |
| City | FALLS CHURCH | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22046 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5407434526 | RecipientPhoneNum |
| Recipient Email Address | SPLEIN@EQUINOXINVESTMENTSLLC.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | INFORMATION SHOULD INCLUDE AN OUTLINE OF 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 GEOGRAPHIC AREA | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| POTOMAC RIVERKEEPER NETWORK | ||||||
| 3070 M ST NW | WASHINGTON | DC | 20007 | NC | TO FURTHER CHARITABLE PURPOSE | $755 |
| NORTHERN VIRGINIA CONSERVATION TRUST | ||||||
| 4022 HUMMER RD | ANNANDALE | VA | 22003 | NC | TO FURTHER CHARITABLE PURPOSE | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,255 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $69 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,221 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,290 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,290 | TotalIncomeProducingActyAmt |
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 Person | SCOTT C PLEIN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 WEST BROAD STREET UNIT 601 | AddressLine1Txt |
| City | FALLS CHURCH | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22046 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $35,000 | 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 FEE | $3,625 | $906 | $0 | $2,719 |
| ACCOUNTING AND ADVISORY FEE | $1,540 | $1,540 | $0 | $0 |
Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | THE CASH DEEMED HELD FOR CHARITABLE ACTIVITIES IS COMPRISED OF 1.5% OF OPERATING CASH AS WELL AS THE $146,324 IN TEMPORARILY RESTRICTED ASSETS FOR THE MAINTENANCE OF THE LEOPOLD'S PRESERVE. | ShortExplanationTxt |
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 | $155,631 | BookValueAmt |
| EOYFMV | $155,631 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| DIGITAL CAMERA AND ACCESSORIES | $1,557 | $1,557 | $0 | $0 |
| LAND - LEOPOLDS PRESERVE | $1,874,402 | $0 | $1,874,402 | $1,874,402 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MAINTENANCE | $10,161 | $0 | $0 | $10,161 |
| PRINTING AND COPYING | $41 | $0 | $0 | $42 |
| INSURANCE LIABILITY D AND O | $10,003 | $0 | $0 | $10,003 |
| WEB SITE EXPENSES | $431 | $0 | $0 | $431 |
| AB ACCT MANAGEMENT FEES | $544 | $544 | $0 | $0 |
| MANAGEMENT ADV SERVICES | $420 | $420 | $0 | $0 |
| SOUTH MARKET MITIGATION CREDIT | $360 | $0 | $0 | $360 |
| PROGRAMS AT LEOPOLD | $10,267 | $0 | $0 | $10,267 |
| CONFERENCE CONVENTION MEETING | $35 | $0 | $0 | $35 |
| RURAL CRESCENT PROGRAM | $891 | $0 | $0 | $891 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS ON SECURITIES | Desc |
| Amt | $3,036 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BUSINESS REGISTRATION FEES | CategoryTxt |
| Amt | $25 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $25 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL TAX | $1,461 | $0 | $0 | $1,461 |
| REAL ESTATE TAXES | $1,361 | $0 | $0 | $1,361 |