STRATEGY STUDIO / PUBLIC DATA EXPLORER

WHITE HOUSE FARM FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
WHITE HOUSE FARM FOUNDATION (EIN 27-4450025)
Tax period
2024-07-01 to 2025-06-30
Filed
2025-11-15
IRS object ID
202543199349101304
Schema version
2024v5.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-15T13:14:39-06:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN541937589PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GJ LEX III CPA EQUINOX INVESTMENTS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18040 INDUSTRIAL PARK COURTAddressLine1Txt
CityBRISTOWCityNm
State AbbreviationVAStateAbbreviationCd
ZIP20136ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN274450025EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WHITE HOUSE FARM FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWHITBusinessNameControlTxt
Phone7039299918PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18040 INDUSTRIAL PARK COURTAddressLine1Txt
CityBRISTOWCityNm
State AbbreviationVAStateAbbreviationCd
ZIP20136ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSCOTT C PLEINPersonNm
Person TitlePRESIDENT/BOARD CHAIRMAN/DIRECTORPersonTitleTxt
Phone7039299918PhoneNum
Signature2025-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGEORGE J LEX IIIPreparerPersonNm
PTINP00154352PTIN
Phone7034792686PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,968,749FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$37,765ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$29,979DividendsRevAndExpnssAmt
Dividends Net Invst Incm$29,979DividendsNetInvstIncmAmt
Dividends Adj Net Incm$29,979DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$112,247NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$779,832GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$112,247CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$0NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$179,991TotalRevAndExpnssAmt
Total Net Invst Incm$142,226TotalNetInvstIncmAmt
Total Adj Net Incm$29,979TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$69,119CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$69,119CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$76,942OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$76,942OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$12,056PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$12,056PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$5,852LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$5,852LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$27,863AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$13,932AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$13,931AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$15,363OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$15,363OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,244TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$2,244TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$5,675DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$5,675DeprecAndDpltnAdjNetIncmAmt
Occupancy Rev And Expnss$15,012OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$0OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$15,012OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$54,204OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$8,331OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$45,805OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$284,330TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$29,295TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$33,789TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$221,178TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$219,882ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$219,882ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$504,212TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$29,295TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$33,789TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$441,060TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$324,221ExcessRevenueOverExpensesAmt
Net Investment Income$112,931NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$128,202SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$95,119SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$95,119SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl BOY$2,556AcctRcvblBOYAmt
Other Investments BOY$2,216,379OtherInvestmentsBOYAmt
Other Investments EOY$1,968,191OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,968,191OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$1,902,776LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$5,675LandBldgEquipAccumDeprecAmt
Land BOY$1,874,402LandBOYAmt
Land EOY$1,897,101LandEOYAmt
Land EOYFMV$1,897,101LandEOYFMVAmt
Other Assets BOY$1,967OtherAssetsBOYAmt
Other Assets EOY$8,338OtherAssetsEOYAmt
Other Assets EOYFMV$8,338OtherAssetsEOYFMVAmt
Total Assets BOY$4,223,506TotalAssetsBOYAmt
Total Assets EOY$3,968,749TotalAssetsEOYAmt
Total Assets EOYFMV$3,968,749TotalAssetsEOYFMVAmt
Accounts Payable BOY$18,145AccountsPayableBOYAmt
Accounts Payable EOY$1,475AccountsPayableEOYAmt
Total Liabilities BOY$18,145TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,475TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$3,830,663NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$3,553,538NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets BOY$374,698DonorRstrNetAssetsBOYAmt
Donor Rstr Net Assets EOY$413,736DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY$4,205,361TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,967,274TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,223,506TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,968,749TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,205,361TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$324,221ExcessRevenueOverExpensesAmt
Other Increases$86,134OtherIncreasesAmt
Subtotal$3,967,274SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,967,274TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyBERNSTEIN BROKERAGE ACCOUNTSPropertyDesc
Gross Sales Price$779,832GrossSalesPriceAmt
Cost Or Other Basis$667,585CostOrOtherBasisAmt
Gain Or Loss$112,247GainOrLossAmt
Gains Minus Excess Or Losses$112,247GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$112,247CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$0NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,570InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,570SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,570TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$480EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$480TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$1,090TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateVAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (1)PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressHTTPS://WWW.WHFARMFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksTHE FOUNDATIONIndividualWithBooksNm
Phone7039299918PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line18040 INDUSTRIAL PARK COURTAddressLine1Txt
CityBRISTOWCityNm
State AbbreviationVAStateAbbreviationCd
ZIP20136ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SCOTT C PLEIN
8040 INDUSTRIAL PARK COURTBRISTOWVA20136PRESIDENT/BOARD CHAIRMAN/DIRECTOR2.00$0$0$0
ERIC V PLEIN
8040 INDUSTRIAL PARK COURTBRISTOWVA20136DIRECTOR2.00$0$0$0
JACKIE K PLEIN
8040 INDUSTRIAL PARK COURTBRISTOWVA20136DIRECTOR1.00$0$0$0
MARIE PINTO
9561 PENHOOK COURT APT 202MANASSASVA20110VICE PRESIDENT40.00$69,119$3,335$0
TIANCHI ZHENG
11800 LAURESTINE WAY APT 218MANASSASVA20109DIRECTOR, SECRETARY & TREASURER1.00$0$0$0
MARK PLEIN
8040 INDUSTRIAL PARK COURTBRISTOWVA20136DIRECTOR AND ASST SECRETARY1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE MISSION OF THE WHITE HOUSE FARM FOUNDATION IS TO ENRICH INDIVIDUALS WITH KNOWLEDGE OF AND INVOLVEMENT WITH, OUR NATURAL ECOLOGICAL SYSTEMS, HOLISTIC COMMUNITY PLANNING, AND RESPECT FOR LOCAL HISTORY AND CULTURE. THE FOUNDATION PROVIDES PROGRAMS AND ACTIVITIES WHICH SUPPORT THE MISSION FOR YOUTH AND ADULTS. DURING THE TAX YEAR ENDED JUNE 30, 2025, THE WHITE HOUSE FARM FOUNDATION PROVIDED 75 PROGRAMS WHICH ENGAGED 1,493 PARTICIPANTS, FOR A TOTAL OF 2,462 IMPACT HOURS. THE WHITE HOUSE FARM FOUNDATION ALSO PROVIDED 135 VOLUNTEER EVENTS WHICH ENGAGED 126 VOLUNTEERS WHO CONTRIBUTED A TOTAL OF 1,113 HOURS TOWARDS ACTIVITIES THAT SUPPORT THE MISSION. THE WHITE HOUSE FARM FOUNDATION WORKS IN PARTNERSHIP WITH LOCAL/REGIONAL CONSERVATION ORGANIZATIONS AND EDUCATIONAL INSTITUTIONS. DURING THE TAX YEAR ENDED JUNE 30, 2025, THE FOUNDATION WORKED WITH MORE THAN 20 PARTNER ORGANIZATIONS TO ADVANCE SHARED MISSIONS AND GOALS.Description1Txt
Expenses1$232,337Expenses1Amt
Description2MANAGE 380 ACRES OF LAND KNOWN AS LEOPOLD'S PRESERVE IN PRINCE WILLIAM COUNTY, VIRGINIA. THE PROPERTY IS SUBJECT TO PERPETUAL RESTRICTIONS UNDER A CONSERVATION EASEMENT. THE PROPERTY IS MANAGED TO PROTECT AND ENHANCE NATIVE HABITATS IN ACCORDANCE WITH THE EASEMENT, AND TO PROVIDE 7 MILES OF TRAILS FOR THE PUBLIC TO ENJOY PASSIVE RECREATIONAL ACTIVITIES. THE TRAILS ARE FREE TO ACCESS AND OPEN TO THE PUBLIC DAILY.Description2Txt
Expenses2$34,734Expenses2Amt
Description3THE WHITE HOUSE FARM FOUNDATION ADMINISTERS THE PLEIN ENVIRONMENTAL SCHOLARSHIP. DURING THE PREVIOUS TAX YEAR ENDED JUNE 30, 2024, FOUR STUDENTS WERE AWARDED SCHOLARSHIPS TOTALING $22,500. A FURTHER 3 STUDENTS WERE SELECTED TO RECEIVE SCHOLARSHIPS TOTALING $15,000, TO BE DISTRIBUTED IN THE NEXT TAX YEAR ENDING JUNE 30, 2026.Description3Txt
Expenses3$1,351Expenses3Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,960,087AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$283,764AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,243,851TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,243,851AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$33,658CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,210,193NetVlNoncharitableAssetsAmt
Minimum Investment Return$110,510MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$441,060ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$441,060QualifyingDistributionsAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Private Operating Fndtn Ruling2010-12-28PrivateOperatingFndtnRulingDt
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Year1$6,554Year1Amt
Year2$114,249Year2Amt
Year3$139,464Year3Amt
Total$260,267TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Year1$5,571Year1Amt
Year2$97,112Year2Amt
Year3$118,544Year3Amt
Total$221,227TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$441,060CurrentYearAmt
Year1$436,493Year1Amt
Year2$1,063,392Year2Amt
Year3$1,846,675Year3Amt
Total$3,787,620TotalAmt

Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Year1$0Year1Amt
Year2$0Year2Amt
Year3$0Year3Amt
Total$0TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$441,060CurrentYearAmt
Year1$436,493Year1Amt
Year2$1,063,392Year2Amt
Year3$1,846,675Year3Amt
Total$3,787,620TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Current Year$3,974,424CurrentYearAmt
Year1$4,223,506Year1Amt
Year2$4,228,344Year2Amt
Year3$3,936,513Year3Amt
Total$16,362,787TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Current Year$3,974,424CurrentYearAmt
Year1$4,223,506Year1Amt
Year2$4,228,344Year2Amt
Year3$3,936,513Year3Amt
Total$16,362,787TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Support TotalSupportGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Public Support Type PublicSupportType

FieldValueIRS element (for citing)
Total$0TotalAmt

Largest Support From EO LargestSupportFromEOGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Investment Income GrossInvestmentIncomeGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSCOTT C PLEINContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMARIE PINTORecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line18040 INDUSTRIAL PARK COURTAddressLine1Txt
CityBRISTOWCityNm
State AbbreviationVAStateAbbreviationCd
ZIP20136ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5713582098RecipientPhoneNum
Recipient Email AddressINFO@WHFARMFOUNDATION.ORGRecipientEmailAddressTxt
Form And Info And MaterialsAPPLICANTS SHOULD SUBMIT A PROJECT OUTLINE AND DESCRIBE HOW THE WHITE HOUSE FARM FOUNDATION'S FUNDING WOULD SUPPORT COMMUNITY INVOLVEMENT IN CONSERVATION, HOLISTIC COMMUNITY PLANNING, AND/OR LOCAL HISTORY.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsLIMITED TO THE SHENANDOAH VALLEY VA AND THE GREATER NORTHERN VIRGINIA AREASRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AERO ANIMAL RESCUE
14405 PARULA WAYGAINESVILLEVA20155NONEPCTO FURTHER CHARITABLE PURPOSE$250
AMERICAN HORTICULTURAL SOCIETY
7931 EAST BLVD DRALEXANDRIAVA22308NONEPCTO FURTHER CHARITABLE PURPOSE$140,000
BAY JOURNAL
PO BOX 300MAYOMD21103NONEPCTO FURTHER CHARITABLE PURPOSE$500
BULL RUN MOUNTAIN CONSERVANCY
17405 BEVERLY MILL DRIVEBROAD RUNVA20137NONEPCTO FURTHER CHARITABLE PURPOSE$5,200
DUCKS UNLIMITED
ONE WATERFOWL WAYMEMPHISTN38120NONEPCTO FURTHER CHARITABLE PURPOSE$2,500
EARTH SANGHA
6100 CLOUD DRSPRINGFIELDVA22150NONEPCTO FURTHER CHARITABLE PURPOSE$250
FRIENDS OF THE BLUE RIDGE
541 LUCK AVE SW 310ROANOKEVA24016NONEPCTO FURTHER CHARITABLE PURPOSE$250
HUMAN BEAVER COEXISTENCE FUND
10447 RED GRANITE TERRACEOAKTONVA22124NONEPCTO FURTHER CHARITABLE PURPOSE$250
NORTHERN VIRGINIA CONSERVATION TRUST
4022A HUMMER ROADANNANDALEVA22003NONEPCTO FURTHER CHARITABLE PURPOSE$10,000
POTOMAC RIVERKEEPER NETWORK
3070 M STREET NWWASHINGTONDC20007NONEPCTO FURTHER CHARITABLE PURPOSE$50,000
PRINCE WILLIAM CONSERVATION ALLIANCE
2241 TACKETTS MILL DRIVELAKE RIDGEVA22192NONEPCTO FURTHER CHARITABLE PURPOSE$250
SOUTH RIVER WATERSHED COALITION
PO BOX 1341DECATORGA30031NONEPCTO FURTHER CHARITABLE PURPOSE$250
THE CLIFTON INSTITUTE
6712 BLANTYRE ROADWARRENTONVA20187NONEPCTO FURTHER CHARITABLE PURPOSE$2,600
VIRGINIA NATIVE PLANT SOCIETY
400 BLANDY FARM LANEBOYCEVA22620NONEPCTO FURTHER CHARITABLE PURPOSE$100
GEORGE MASON UNIVERSITY
4400 UNIVERSITY DRFAIRFAXVA22030NONEPCPROVIDE SCHOLARSHIP FUNDS FOR DESERVING STUDENTS$500
PRINCE WILLIAM WILDFLOWER SOCIETY
8712 PLANTATION LANEMANASSASVA20110NONEPCTO FURTHER CHARITABLE PURPOSE$2,250
BALTIMORE TREE TRUST
330 WEST 24TH STREETBALTIMOREMD21211NONEPCTO FURTHER CHARITABLE PURPOSE$767
PRINCE WILLIAM PARKS FOUNDATION
14420 BRISTOW ROADMANASSASVA20112NONEPCTO FURTHER CHARITABLE PURPOSE$2,500
GOOSE CREEK ASSOCIATION
119 THE PLAINS ROAD SUITE 200MIDDLEBURGVA20117NONEPCTO FURTHER CHARITABLE PURPOSE$500
PRINCE WILLIAM COUNTY SCHOOLS
14715 BRISTOW ROADMANASSASVA20112NONEPCTO FURTHER CHARITABLE PURPOSE$465
ALLIANCE FOR THE SHENANDOAH VALLEY
9485 SOUTH CONGRESS STREETNEW MARKETVA22844NONEPCTO FURTHER CHARITABLE PURPOSE$250
ALDO LEOPOLD FOUNDATION
E13701 LEVEE ROADBARBOOWI53913NONEPCTO FURTHER CHARITABLE PURPOSE$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$219,882TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$29,979ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$112,247RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$29,979ExclusionAmt
Related Or Exempt Function Incm$112,247RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$142,226TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number8LineNumberTxt
Relationship StatementREALIZED GAIN ON SECURITIES THAT SUPPORT THE FOUNDATION'S OPERATIONSRelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
SCOTT C PLEIN
1230 BUXTON ROADFALLS CHURCHVA22046$30,000Yes (X)
AARP
2601 E STREET NWWASHINGTONDC20004$5,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ACCOUNTING FEES$10,458$5,229$5,229$0
ACCOUNTING AND ADVISORY FEES$17,405$8,703$8,702$0

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtComputation MethodComputationMethodTxtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtLifeLifeRt
LAND2014-12-31$1,874,402L$0$0$0
TRUAX FLX II GRASS DRILL & ACCESSORIES2025-01-24$28,374200DB$5,675$0$2,3655.000000000000

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDS & MARKETABLE SECURITIESCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$1,968,191BookValueAmt
EOYFMV$1,968,191EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (2 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
LAND$1,874,402$0$1,874,402
TRUAX FLX II GRASS DRILL & ACCESSORIES$28,374$5,675$22,699

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$5,852LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$5,852AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescPREPAID INSURANCEDesc
BOY Book Value$1,967BOYBookValueAmt
EOY Book Value$8,338EOYBookValueAmt
EOYFMV$8,338EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
LEOPOLDS PRESERVE MAINTENANCE & PROGRAMS$38,522$0$0$38,455
OTHER WHFF PROGRAMS & EVENTS$114,659$0$0$114,659
BUSINESS REGISTRATION FEES$25$0$0$25
COMPUTER AND PHONE$2,076$0$0$2,076
INSURANCE$2,355$0$0$2,355
OFFICE AND ADMIN EXPENSE$7,089$0$0$7,089
OTHER ADMIN & MANAGEMENT$796$0$0$796
TRAVEL$3,453$0$0$3,453
WEBSITE$1,162$0$0$1,162
FUNDRAISING COSTS$8,331$0$8,331$0
PAYROLL ALLOCATED TO PROGRAMS-$124,264$0$0-$124,265

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
UNREALIZED GAIN/LOSS ON SECURITIES$56,766
UNREALIZED GAIN/LOSS ON SECURITIES$29,368

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryBROKERAGE FEESCategoryTxt
Amt$15,363Amt
Net Investment Income$15,363NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryREAL ESTATE & OTHER TAXESCategoryTxt
Amt$2,244Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,244DisbursementsCharitablePrpsAmt