Nonprofit · EIN 03-0221142
THE WOODSTOCK FOUNDATION INC
Tax-exempt · WOODSTOCK, VT 05091
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $5,536,621 | $8,333,506 | -$2,796,885 | $91,865,628 | $1,555,809 | $90,309,819 |
| December 31, 2023 | 990 | $2,100,465 | $7,660,419 | -$5,559,954 | $94,114,827 | $599,214 | $93,515,613 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $304,845
- of which government grants
- $26,877
- Membership dues
- $151,898
- Program service revenue
- $839,578
- Investment income
- $3,832,254
- Net rental income
- $5,400
- Net gain from sales of assets
- $1,757,701
- Net income from sales of inventory
- $543,918
- Other revenue
- $559,944
Expenses
- Grants and similar amounts paid
- $1,205,910
- Compensation of officers, directors and key employees
- $575,228
- Other salaries and wages
- $1,455,053
- Salaries, compensation and benefits (total)
- $2,828,451
- Professional fundraising fees
- $0
- Legal fees
- $1,881,175
- Accounting fees
- $58,747
- Occupancy
- $208,889
- Travel
- $21,859
- Depreciation
- $556,911
- Program services (functional)
- $5,267,137
- Management and general (functional)
- $2,616,031
- Fundraising (functional)
- $450,338
Balance sheet and other
- Total assets, start of year
- $94,439,827
- Total assets, end of year
- $91,865,628
- Total liabilities, end of year
- $1,555,809
- Net assets, end of year
- $90,309,819
- Land, buildings and equipment
- $10,037,019
- Publicly traded securities
- $51,116,468
- Net assets without donor restrictions
- $90,309,819
- Gross unrelated business income
- $109,304
- Gross receipts
- $5,820,278
- Employees
- 115
- Volunteers
- 28
- Year formed
- 1968
- State of legal domicile
- VT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DAVID M SIMMONS | PRESIDENT Trustee or director, Officer | 40 | $238,963 | $0 | $42,524 |
| MARK LANGLOIS DIRECTOR OF | FINANCE & ADMIN/ASSISTANT TREASURER Officer | 40 | $156,546 | $0 | $23,017 |
| KIMBERLY CARBINEAU | HR DIRECTOR Highest-paid employee | 40 | $102,517 | $0 | $29,626 |
| MICHELLE ADAMS EXECUTIVE VP | SECRETARY THRU MAY 2024 Officer | 40 | $85,673 | $0 | $21,005 |
| GABRIEL DELEON | SECRETARY Officer | 5 | $0 | $92,452 | $2,774 |
| ANGELA K ARDOLIC | TREASURER Officer | 5 | $7,500 | $0 | $0 |
| DOUGLAS R HORNE | TRUSTEE Trustee or director | 3 | $0 | $0 | $0 |
| JOHN T HALLOWELL | TRUSTEE Trustee or director | 3 | $0 | $0 | $0 |
| MICHAEL D NOLAN | TRUSTEE Trustee or director | 3 | $0 | $0 | $0 |
| JAMES S SLIGAR | TRUSTEE Trustee or director | 8 | $0 | $0 | $0 |
| KIM ANSTATT MORTON | TRUSTEE Trustee or director | 3 | $0 | $0 | $0 |
| RACHEL FRENCH WEBER | TRUSTEE Trustee or director | 3 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DAVID M SIMMONS | PRESIDENT Officer | 40 | $232,093 | $42,458 |
| MICHELLE ADAMS | SECRETARY/EXECUTIVE VP Officer | 40 | $184,596 | $44,485 |
| MARK LANGLOIS | DIRECTOR OF FINANCE & ADMIN Highest-paid employee | 40 | $149,945 | $23,107 |
| ANGELA K ARDOLIC | TRUSTEE/TREASURER Trustee or director, Officer | 5 | $22,500 | $0 |
| DOUGLAS R HORNE | TRUSTEE Trustee or director | 3 | $0 | $0 |
| JOHN T HALLOWELL | TRUSTEE Trustee or director | 3 | $0 | $0 |
| SALVATORE IANNUZZI | TRUSTEE THRU JAN 2023 Trustee or director | 3 | $0 | $0 |
| WILLIAM S MOODY | TRUSTEE THRU NOV 2023 Trustee or director | 3 | $0 | $0 |
| MICHAEL D NOLAN | TRUSTEE Trustee or director | 3 | $0 | $0 |
| JOHN B OSBORN | TRUSTEE THRU SEPT 2023 Trustee or director | 3 | $0 | $0 |
| ELLEN POMEROY | TRUSTEE THRU JAN 2023 Trustee or director | 3 | $0 | $0 |
| JAMES S SLIGAR | TRUSTEE Trustee or director | 8 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 489, WOODSTOCK, VT 05091-0489
- In care of
- % MARIAN E KOETSIER
- Principal officer (990 for 2024)
- DAVID M SIMMONS, PO BOX 489, WOODSTOCK, VT 05091
- Signed the 990
- ANGELA K ARDOLIC, TREASURER
- Phone
- (802) 457-2355
- Return prepared by
- PKF O'CONNOR DAVIES ADVISORY LLC
Mission
THE WOODSTOCK FOUNDATION, INC. PROMOTES CONSERVATION, SUSTAINABLE LAND USE, AND HERITAGE AS VALUES THAT ARE ESSENTIAL TO CULTURE, COMMUNITY AND THE HUMAN SPIRIT.
Program accomplishments
- THE WOODSTOCK FOUNDATION OPERATES A DAIRY FARM AND MUSEUM OF VERMONT'S RURAL HERITAGE IN WOODSTOCK, VERMONT FOR THE BENEFIT OF THE GENERAL PUBLIC THAT INCLUDES EDUCATIONAL PROGRAMS ABOUT PAST AND PRESENT FARMING PRACTICES AND MAINTENANCE OF FACILITIES. THE FARM AND MUSEUM ARE OPEN TO THE PUBLIC DAILY APRIL 1 TO OCTOBER 31; WEEKENDS AND HOLIDAY PERIODS NOV-FEB; SCHOOL GROUPS ANYTIME BY RESERVATIONS.Expenses $2,602,203 · revenue $1,274,192
- PRESERVATION AND CONSERVATION OF THE MARSH-BILLINGS ROCKEFELLER NATIONAL HISTORICAL PARK'S HISTORIC RESOURCES OR THE BENEFIT OF THE CITIZENS OF THE UNITED STATES. PROGRAMS PROVIDED YEAR-ROUND.Expenses $1,491,249 · grants $1,201,734
- ENHANCE STATE, NATIONAL AND INTERNATIONAL NON-PROFIT EFFORTS TO PRESERVE CULTURAL HERITAGE AND HISTORIC SITES. PROGRAMS PROVIDED YEAR ROUND.Expenses $571,316 · grants $4,176
- OTHER PROGRAMS: CURATORIAL AND EXHIBITS, SPECIAL AND MISCELLANEOUS EVENTS, AND LIBRARY.Expenses $602,369
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 03-0221142
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1968
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B90)
- Assets (IRS master file)
- $91,865,628
- Income (IRS master file)
- $5,820,278
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $5,536,621 | $8,333,506 | $91,865,628 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $2,100,465 | $7,660,419 | $94,114,827 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $3,226,474 | $6,728,869 | $90,694,083 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 03-0221142).
Questions about THE WOODSTOCK FOUNDATION INC
- What is the EIN of THE WOODSTOCK FOUNDATION INC?
- The employer identification number (EIN) of THE WOODSTOCK FOUNDATION INC is 03-0221142.
- Is THE WOODSTOCK FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1968.
- Are donations to THE WOODSTOCK FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE WOODSTOCK FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THE WOODSTOCK FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE WOODSTOCK FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of THE WOODSTOCK FOUNDATION INC?
- The 990 for the year ended December 31, 2024 names DAVID M SIMMONS.
- Who are the officers and directors of THE WOODSTOCK FOUNDATION INC?
- The 990 for the year ended December 31, 2024 lists 12 people; 5 received compensation from the organization, the highest $238,963 (DAVID M SIMMONS, PRESIDENT).
- How much revenue does THE WOODSTOCK FOUNDATION INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $5,536,621, expenses of $8,333,506 and total assets of $91,865,628 at year end.
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