STRATEGY STUDIO / PUBLIC DATA EXPLORER

WHITE HOUSE FARM FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
WHITE HOUSE FARM FOUNDATION (EIN 27-4450025)
Tax period
2011-07-01 to 2012-06-30
Filed
2012-10-26
IRS object ID
201203009349100505
Schema version
2011v1.2
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-10-26T09:56:57-05:00Timestamp
Tax Period End Date2012-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN560747981EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1DIXON HUGHES GOODMAN LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line11410 SPRING HILL ROAD SUITE 500AddressLine1
CityTYSONSCity
StateVAState
ZIP Code221023056ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN274450025EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1WHITE HOUSE FARM FOUNDATION CO SCOTT C PLEINBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlWHITNameControl
Phone7033270993Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11917 KAUFFMANS MILL ROADAddressLine1
CityLURAYCity
StateVAState
ZIP Code228354337ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameSCOTT C PLEINName
TitleDIRECTOR/BOARD CHAIRMANTitle
Phone5408601988Phone
Date Signed2012-10-24DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameFREDERICK L WHITEName
PTINP00154342PTIN
Phone7039700400Phone
Date Prepared2012-10-24DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY14766FMVAssetsEOY
Method Of Accounting AccrualXMethodOfAccountingAccrual

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss65000ContriReceivedRevAndExpnss
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Net STCG Adj Net Incm0NetSTCGAdjNetIncm
Total Revenue And Expenses65000TotalRevenueAndExpenses
Total Net Investment Income0TotalNetInvestmentIncome
Total Adjusted Net Income0TotalAdjustedNetIncome
Comp Ofcr Dir Trst Rev And Expnss48122CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Adj Net Incm0CompOfcrDirTrstAdjNetIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps47329CompOfcrDirTrstDsbrsChrtblPrps
Legal Fees Rev And Expnss1574LegalFeesRevAndExpnss
Legal Fees Net Invst Incm0LegalFeesNetInvstIncm
Legal Fees Adj Net Incm0LegalFeesAdjNetIncm
Legal Fees Dsbrs Chrtbl Prps0LegalFeesDsbrsChrtblPrps
Accounting Fees Rev And Expnss3000AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm0AccountingFeesNetInvstIncm
Accounting Fees Adj Net Incm0AccountingFeesAdjNetIncm
Accounting Fees Dsbrs Chrtbl Prps0AccountingFeesDsbrsChrtblPrps
Trav Conf Meeting Rev And Expnss598TravConfMeetingRevAndExpnss
Trav Conf Meeting Net Invst Incm0TravConfMeetingNetInvstIncm
Trav Conf Meeting Adj Net Incm0TravConfMeetingAdjNetIncm
Trav Conf Meeting Dsbrs Chrtbl Prps598TravConfMeetingDsbrsChrtblPrps
Other Expenses Rev And Expnss6783OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm0OtherExpensesNetInvstIncm
Other Expenses Adj Net Incm0OtherExpensesAdjNetIncm
Other Expenses Dsbrs Chrtbl Prps6658OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss60077TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm0TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps54585TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss0ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps0ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss60077TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm0TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps54585TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses4923ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY17309CashBOY
Cash EOY14666CashEOY
Cash EOYFMV14666CashEOYFMV
Accounts Receivable100AccountsReceivable
Accounts Receivable EOY100AccountsReceivableEOY
Accounts Receivable EOYFMV100AccountsReceivableEOYFMV
Total Assets BOY17309TotalAssetsBOY
Total Assets EOY14766TotalAssetsEOY
Total Assets EOYFMV14766TotalAssetsEOYFMV
Accounts Payable BOY14556AccountsPayableBOY
Accounts Payable EOY7090AccountsPayableEOY
Total Liabilities BOY14556TotalLiabilitiesBOY
Total Liabilities EOY7090TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY2753RetainedEarningsBOY
Retained Earnings EOY7676RetainedEarningsEOY
Total Net Assets BOY2753TotalNetAssetsBOY
Total Net Assets EOY7676TotalNetAssetsEOY
Total Liabilities Net Assets BOY17309TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY14766TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY2753TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses4923ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal7676Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY7676TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year10QualifyingDistributionsYear1
Noncharitable Assets Year116142NoncharitableAssetsYear1
Distribution Ratio Year10.0DistributionRatioYear1
Total Distribution Ratio0.0TotalDistributionRatio
Average Distribution Ratio0.0AverageDistributionRatio
Net Noncharitable Assets15071NetNoncharitableAssets
Adjusted Noncharitable Assets0AdjustedNoncharitableAssets
One Percent Net Investment Income0OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One0AdjNonchrtblAssetsAndOnePct
Qualifying Distributions54585QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax0InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal0Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income0TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due0TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e0RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithVAStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation1PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressHTTP://WHFARMFOUNDATION.ORGWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number7033270993BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line11917 KAUFFMANS MILL ROADAddressLine1
CityLURAYCity
StateVAState
ZIP Code228354337ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (6 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
RUTH A CHRIS ANDERSON
1312 FARMVIEW ROADLURAYVA228356939PRESIDENT/EXECUTIVE DIRECT35.004812200
GEORGE J LEX III
5420 POINT LONGSTREET WAYBURKEVA220152157DIRECTOR/SECRETARY/TREASUR1.00000
ERIC V PLEIN
6195 FREDS OAK ROADFAIRFAX STATIONVA220391865DIRECTOR2.00000
SCOTT C PLEIN
6195 FREDS OAK ROADFAIRFAX STATIONVA220391865DIRECTOR/BOARD CHAIRMAN4.00000
BENJAMIN F TOMPKINS
3110 FAIRVIEW PARK DRIVEFALLS CHURCHVA220424536DIRECTOR2.00000
WILLIAM SCOGGINS
8065 LEESBURG PIKE 300VIENNAVA221822738DIRECTOR2.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

FieldValueIRS element (for citing)
Description1CONDUCT PROGRAMS AND ACTIVITIES TO PROMOTE PUBLIC KNOWLEDGE OF NATURAL ECOLOGICALLY SOUND BIODIVERSITY BY COLLABORATING WITH LOCAL SCHOOLS AND UNIVERSITIES SUCH AS THE PAGE COUNTY SCHOOL SYSTEM, JAMES MADISON UNIVERSITY AND THE SMITHSONIAN INSTITUTE'S VIRGINIA WORKING LANDSCAPES PROGRAM. SPECIFICALLY, THE FOUNDATION (1) HOSTED A NATIVE SHRUB PLANTING AROUND THE FARM POND WITH THE FUTURE FARMERS OF AMERICA, (2) CONDUCTED A FISH SURVEY IN CONJUNCTION WITH THE DEPARTMENT OF GAME AND INLAND FISHERIES WITH TWO CLASSES FROM LURAY HIGH SCHOOL AND (3) WORKED WITH THE STUDENTS FROM THE LURAY HIGH SCHOOL GEOGRAPHICAL INFORMATION SYSTEM CLASS TO MAP THE TREES AND SHRUBS AROUND THE FARM POND. THE FOUNDATION ALSO RESEARCHED AND RECORDED ECOLOGICAL CHANGES AT THE FARM OVER TIME AND GATHERED BASELINE DATA ON NATIVE AND INVASIVE FLORA AND FAUNA. THE FOUNDATION ALSO ELICITS COMMUNITY INVOLVEMENT THROUGH SUPPORTING PARTNER ORGANIZATIONS BY HOLDING MEETINGS AND EVENTS AT THE FARM.Description1
Expenses154586Expenses1

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances15301AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets15301TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets15301AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable230CashDeemedCharitable
Net Noncharitable Assets15071NetNoncharitableAssets
Minimum Investment Return754MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgXSect4942j3j5FndtnAndFrgnOrg

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions54585ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions54585QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions54585AdjQualifyingDistributions

Private Operating Foundations PrivateOperatingFoundations

FieldValueIRS element (for citing)
Date Of Ruling2012-02-06DateOfRuling
Section4942j3XSection4942j3

Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn

FieldValueIRS element (for citing)
Current Year0CurrentYear
Year10Year1
Year20Year2
Year30Year3
Total0Total

Percent85 Of Lessor Percent85OfLessor

FieldValueIRS element (for citing)
Current Year0CurrentYear
Year10Year1
Year20Year2
Year30Year3
Total0Total

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Current Year54585CurrentYear
Year10Year1
Year20Year2
Year30Year3
Total54585Total

Qlfy Distri Not Used Directly QlfyDistriNotUsedDirectly

FieldValueIRS element (for citing)
Current Year0CurrentYear
Year10Year1
Year20Year2
Year30Year3
Total0Total

Qlfy Distri Made Directly QlfyDistriMadeDirectly

FieldValueIRS element (for citing)
Current Year54585CurrentYear
Year10Year1
Year20Year2
Year30Year3
Total54585Total

Total Assets TotalAssets

FieldValueIRS element (for citing)
Year117309Year1
Total17309Total

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3Bi

FieldValueIRS element (for citing)
Year117309Year1
Total17309Total

Two Thirds Min Invst Return TwoThirdsMinInvstReturn

FieldValueIRS element (for citing)
Total0Total

Total Support TotalSupport

FieldValueIRS element (for citing)
Total0Total

Public Support PublicSupport

FieldValueIRS element (for citing)
Total0Total

Largest Support From EO LargestSupportFromEO

FieldValueIRS element (for citing)
Total0Total

Gross Investment Income GrossInvestmentIncome

FieldValueIRS element (for citing)
Total0Total

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo (2 entries)

Recipient NameRecipientNameAddress Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Phone NumberRecipientPhoneNumberForm And Info And MaterialsFormAndInfoAndMaterialsSubmission DeadlinesSubmissionDeadlinesRestrictions On AwardsRestrictionsOnAwards
CHRIS ANDERSON1917 KAUFFMANS MILL ROADLURAYVA2283543375408601988INFORMATION SHOULD INCLUDE AN OUTLINE OF PROJECT AND HOW IT RELATES TO SUSTAINABLE AGRICULTURE, CONSERVATION, AND LOCAL HISTORY.NONELIMITED TO THE SHENANDOAH VALLEY GEOGRAPHIC AREA.
CHRIS ANDERSON1917 KAUFFMANS MILL ROADLURAYVA2283543375408601988INFORMATION SHOULD INCLUDE AN OUTLINE OF PROJECT AND HOW IT RELATES TO SUSTAINABLE AGRICULTURE, CONSERVATION, AND LOCAL HISTORY.NONELIMITED TO THE SHENANDOAH VALLEY GEOGRAPHIC AREA.
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year0TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$0ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA0TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualSCOTT C PLEINContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line16195 FREDS OAK ROADAddressLine1
CityFAIRFAX STATIONCity
StateVAState
ZIP Code220391685ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions65000AggregateContributions
Person Contribution TypeXPersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategory
Amount$3,000Amount
Net Investment Income0NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategory
Amount$1,574Amount
Net Investment Income0NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeAdjusted Net IncomeAdjustedNetIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
OFFICE EXPENSE2082002082
INSURANCE3612003487
WEBSITE EXPENSES17000170
EQUIPMENT CHARGES890089
MISC. OPERATING EXPENSES83000830