John Kline Homestead Trust in Broadway, Virginia (VA)
Table of contents:
| John Kline Homestead Trust | |
| Employer Identification Number (EIN) | 260629238 |
| Name of Organization | John Kline Homestead Trust |
| In Care of Name | PAUL ROTH |
| Address | PO BOX 274, Broadway, VA 22815 |
| Website | http://johnklinehomestead.org |
| Subsection | Charitable Organization, Educational Organization |
| Ruling Date | 04/2008 |
| Deductibility | Contributions are deductible |
| Foundation | Organization which receives a substantial part of its support from a governmental unit or the general public |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 2007 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Required to file Form 990-N - Income less than $25,000 per year |
| Asset Amount | $369,471 |
| Amount of Income | $27,699 |
| Form 990 Revenue Amount | $24,188 |
| National Taxonomy of Exempt Entities (NTEE) | Arts, Culture and Humanities: Historical Societies, Related Historical Activities |
Non-representatives - add comments:
Amount of income in 2007: $27,699 (it was $24,188 in 2013)
| This organization: | $27,699 |
| Other organizations performing similar types of work: | $32,954 |
Assets in 2007: $369,471 (it was $369,471 in 2013)
| This organization: | $369,471 |
| Other organizations performing similar types of work: | $59,539 |
Expenses in 2013: $14,901
| John Kline Homestead Trust: | $14,901 |
| Other organizations performing similar types of work: | $21,061 |
Income to expenses ratio in 2013: 1.9
| This organization: | 1.9 |
| Other organizations performing similar types of work: | 0.9 |
Grants share in income in 2013: 92.7%
| John Kline Homestead Trust: | 92.7% |
| Other organizations performing similar types of work: | 2.1% |
Revenue for 2013
Support schedule
| Revenue, Expenses, and Changes in Net Assets or Fund Balances | |||
| 2011 | 2012 | 2013 | |
|---|---|---|---|
| Total revenue | $20,551 | $18,446 | $24,188 |
| Contributions, gifts, grants, and similar amounts received | $17,158 | $13,743 | $22,426 |
| Program service revenue including government fees and contracts | $0 | $0 | $0 |
| Membership dues and assessments | $0 | $0 | $0 |
| Investment income | $0 | $22 | $13 |
| Gain/Loss from sale of assets other than inventory | $0 | $0 | $0 |
| Net income/loss from gaming and fundraising events | $3,179 | $4,396 | $1,749 |
| Gross income from gaming | $9,480 | $11,060 | $0 |
| Gross income from fundraising events | $0 | $0 | $5,260 |
| Less: direct expenses from gaming and fundraising events | $6,301 | $6,664 | $3,511 |
| Gross profit/loss from sales of inventory | $0 | $0 | $0 |
| Other revenue | $214 | $285 | $0 |
| Total expenses | $13,886 | $7,828 | $14,901 |
| Total net assets | $351,273 | $361,891 | $369,471 |
| Excess/Deficit for the year | $6,665 | $10,618 | $9,287 |
| Net assets or fund balances at beginning of year | $344,608 | $351,273 | $360,184 |
| Other changes in net assets or fund balances | $0 | $0 | $0 |
| Net assets or fund balances at end of year | $361,891 | $369,578 | |
| Balance Sheets | |||
| 2011 | 2012 | 2013 | |
|---|---|---|---|
| Total assets | $351,273 | $361,891 | $369,471 |
| Total liabilities | $0 | $0 | $0 |
| Net assets or fund balances | $351,273 | $361,891 | $369,471 |
| Other Information | |||
| 2011 | 2012 | 2013 | |
|---|---|---|---|
| Did the organization engage in any significant activity not previously reported to the IRS? | No | No | |
| Were any significant changes made to the organizing or governing documents? | No | No | |
| Did the organization have unrelated business gross income of $1,000 or more during the year from business activities | No | No | No |
| Has the organization filed a Form 990-T for the year? | No | No | |
| Did the organization undergo a liquidation, dissolution, termination, or significant disposition of net assets during the year? | No | No | |
| Amount of political expenditures, direct or indirect | $0 | $0 | |
| Did the organization file Form 1120-POL for this year? | No | No | |
| Did the organization borrow from, or make any loans to, any officer, director, trustee, or key employee or were any such loans made in a prior year and still outstanding at the end of the tax year covered by this return? | No | No | |
| Total amount involved | $0 | $0 | |
| Initiation fees and capital contributions | $0 | $0 | $0 |
| Gross receipts for public use of club facilities | $0 | $0 | $0 |
| Did the organization engage in any section 4958 excess benefit transaction during the year, or did it engage in an excess benefit transaction in a prior year that has not been reported on any of its prior Forms 990 or 990-EZ? | No | No | |
| At any time during the tax year, was the organization a party to a prohibited tax shelter transaction? | No | No | |
| Reason for Public Charity Status (for 2013) | |
| The organization is not a private foundation because it is: | An organization that normally receives: (1) more than 33 1/3 % of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions - subject to certain exceptions, and (2) no more than 33 1/3 % of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975 |
| Number of organizations supported | 0 |
| Sum of amounts of support | $0 |
| Support Schedule for Organizations Described in Section 509(a)(2) (for 2009 - 2013) | |
| 2009 - 2013 Total | |
|---|---|
| Public support | $400,498 |
| Subtotal | $400,498 |
| Gifts, grants, contributions, and membership fees received | $374,698 |
| Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | $25,800 |
| Gross receipts from activities that are not an unrelated trade or business under section 513 | $0 |
| Tax revenues levied for the organization's benefit and either paid to or expended on its behalf | $0 |
| The value of services or facilities furnished by a governmental unit to the organization without charge | $0 |
| Less | $0 |
| Amounts received from disqualified persons | $0 |
| Amounts received from other than disqualified persons that exceed the greater of $5,000 or 1% of the total support | $0 |
| Total support | $402,987 |
| Public support | $400,498 |
| Subtotal | $1,990 |
| Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources | $1,990 |
| Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975 | $0 |
| Net income from unrelated business activities, whether or not the business is regularly carried on | $0 |
| Other income | $499 |
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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Seventh Regiment Armory Conservancy Inc | 643 Park Ave 2nd Floor, New York, NY 10065-6122 | NY | 2000-07 | $20,230,835 |
| 2 | Town Hall Association | 1119 8th Ave, Seattle, WA 98101-2738 | WA | 2000-06 | $3,724,169 |
| 3 | Tri-State Warbird Museum | 4021 Borman Dr, Batavia, OH 45103-1684 | OH | 2003-08 | $1,348,020 |
| 4 | Yl-37 Group Foundation Inc | 14157 E 580 Rd, Inola, OK 74036-5227 | OK | 2001-05 | $646,555 |
| 5 | Roxbury Bandshell Preservation Alliance | 1618 Sunshine Ave, Johnstown, PA 15905-1849 | PA | 2008-09 | $69,026 |
| 6 | Us Marshals Museum Inc | 14 N 3rd St Ste D, Fort Smith, AR 72901-1476 | AR | 2008-02 | $59,562 |
| 7 | Shenandoah Valley Battlefields Foundation | PO BOX 897, New Market, VA 22844-0897 | VA | 2000-11 | $3,289,949 |
| 8 | State Theatre Foundation Inc | PO BOX 657, Culpeper, VA 22701-0657 | VA | 2005-01 | $1,641,571 |
| 9 | Washington Heritage Museums | 1200 Charles St, Fredericksbrg, VA 22401-3706 | VA | 2012-10 | $1,167,301 |
| 10 | Yoder Preservation Trust Inc | 660 Hamilton Dr, Newport News, VA 23602-6998 | VA | 1997-03 | $618,264 |
| 11 | Deltaville Maritime Museum & Holly Point Nature Park Inc | 287 Jackson Creek Road, Deltaville, VA 23043 | VA | 2011-08 | $596,720 |
| 12 | Stonewall Jackson Foundation | 304 Letcher Ave, Lexington, VA 24450-2110 | VA | 1995-08 | $506,558 |
| 13 | Virginia War Memorial Inc | 621 S Belvidere St, Richmond, VA 23220-6504 | VA | 2000-10 | $437,755 |
| 14 | Shirley Plantation Foundation | 501 Shirley Plantation Rd, Charles City, VA 23030-2907 | VA | 2010-05 | $407,313 |
| 15 | Clermont Foundation | 801 E Main St, Berryville, VA 22611-1532 | VA | 2010-12 | $390,467 |
| 16 | Sherwood Forest Plantationfoundation | 4510 Cox Rd Ste 200, Glen Allen, VA 23060-3394 | VA | 2007-09 | $355,743 |
| 17 | Blacksburg Museum And Cultural Foundation Inc | PO BOX 23, Blacksburg, VA 24063-0023 | VA | 2010-11 | $275,083 |
| 18 | Wythe County Genealogical And Historical Association | Po Box 1601, Wytheville, VA 24382 | VA | 2004-06 | $256,704 |
| 19 | Navy Dental Birthday Celebration Inc | 1855 Stratford Park Place 206, Reston, VA 20190 | VA | 2013-03 | $214,316 |
| 20 | Trevilian Station Battlefield Fndtn | PO BOX 124, Trevilians, VA 23170-0124 | VA | 2004-10 | $164,046 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 10,505 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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