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Brandy Station Foundation FY2023 filing

Tax-deductible

Brandy Sta, VA501(c)(3)Since 1989Arts & CultureEIN 54-1491337Revenue $23K in FY2023

On file with the IRSbrandystationfoundation.comPo Box 165, 22714-0165 · Brandy Sta, VATax-exempt since Oct 1989Publicly supported charity — 170(b)(1)(A)(vi)

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Civil war history education primarily the Brandy Station battle. Historical preservation & conservation of the battlefield property.

501(c)(3) charity; gifts are tax-deductible.
74¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 6
filings with a surplus
Average surplus $1K a year · 4% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
74%
of spending
Fine: 74% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Cash reserves
46 mo
of spending, in cash
Looks good: 45.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $29
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
10
of 10 voting members
Looks good: 10 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$23K
-38% vs prior year
Spent
$19K
To programs
74%
Net assets
$1.0M
By yearFY2020–FY2025
Revenue
$23K
FY2023▼ -38%
Tap a bar for its year
Revenue by fiscal year
FY2020$38K
FY2021$30K
FY2022$38K
FY2023$23K
FY2024$40K
FY2025$29K
Expenses
$19K
FY2023▲ +11%
Tap a bar for its year
Expenses by fiscal year
FY2020$19K
FY2021$50K
FY2022$17K
FY2023$19K
FY2024$43K
FY2025$40K
Net assets
$1.0M
FY2023+0.4%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.0M
FY2021$1.0M
FY2022$1.0M
FY2023$1.0M
FY2024$1.0M
FY2025$1.0M

From the FY2023 Form 990 · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Oct 1989.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

74 cents of each dollar spent went to programs.

Program services 74% · $14K Management & general 26% · $5K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

10 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
Don Carlson
Director
$0Pt VII · Sec A
Larry Pullen
Director
$0Pt VII · Sec A
Paul Warmack
Director
$0Pt VII · Sec A
Myra Lane
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Brandy Station Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Preserves and educates about Civil War history.

Provided by the organization

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1 program · $14K · in their own filed words · FY2023
01

Preservation of the historical structure & battlefield lands. Civil war education through presentations, artifacts & BOOKS.ACTIVITIES included summer lecture series, living history reenactments, battlefield tours and special events.

$14Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2023
Amazonsmile FoundationFY2023$29
Total grants receivedfrom 1 funder$29

By the numbers

The FY2023 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$23K
Ln 12
Gifts and grantsLn 1h$25K
Fees for servicesLn 2g$947
Investment incomeLn 3$86
Money outPt IX
$19K
Ln 25
Programscol B$14K
Managementcol C$5K
Owns and owesPt X
$1.0M
net assets · Ln 32
Cash and savingsLn 1–2$73K
Total assetsLn 16$1.0M
LiabilitiesLn 26$0
PeoplePt VI, VII
10
listed · VII A
PaidVII A0
Voting boardVI 1a10
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$25K
Government grantsLn 1e$5K
Fees for servicesLn 2g$947
Investment incomeLn 3$86
Total revenueLn 12$23K
Assets in detailPt X, end of year
CashLn 1$17K
SavingsLn 2$57K
Cash and savings togetherLn 1–2$73K
Land, buildings, equipmentLn 10c$949K
Total assetsLn 16$1.0M
LiabilitiesLn 26$0
Net assetsLn 32$1.0M
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$69K$73K
Land, buildings, equipmentLn 10c$950K$949K
Total assetsLn 16$1.0M$1.0M
LiabilitiesLn 26$0$0
Net assetsLn 32$1.0M$1.0M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$334$334
Grants to domestic individualsLn 2$2K$2K
Accounting feesLn 11c$1K$1K
Advertising and promotionLn 12$835$835
Office expensesLn 13$3K$3K
OccupancyLn 16$5K$5K
Depreciation, depletion and amortizationLn 22$163$163
InsuranceLn 23$3K$2K$1K
Other expenses (24a–d)Ln 24$4K$4K
Total functional expensesLn 25$19K$14K$5K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $29K$40K−$11K$1.0M 990 PDF
FY2024 $40K$43K−$4K$1.0M 990 PDF
FY2023 Viewing $23K$19K$4K$1.0M 990 PDF
FY2022 $38K$17K$21K$1.0M 990 PDF
FY2021 $30K$50K−$21K$1.0M 990 PDF
FY2020 $38K$19K$18K$1.0M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2023 990 (6 parts)
Part I · Summary $23,492 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $38,808$25,074
I-9 Program service revenuePrior year $863$947
I-10 Investment incomePrior year $75$86
I-11 Other revenuePrior year −$1,818−$2,615
I-12 Total revenuePrior year $37,928$23,492
I-13 Grants and similar amounts paidPrior year $275$2,352
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $17,076$16,968
I-18 Total expensesPrior year $17,351$19,320
I-19 Revenue less expensesPrior year $20,577$4,172
Part VI · Governance 10 of 10 board members independent, 5 to look at
VI-1a Voting members of the governing body10
VI-1b Independent voting members10
VI-2 Family or business relationship among officers or directorsYes
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
Part VIII · Statement of revenue $23,492 across 8 lines filed
Lines not itemized here account for $941 of total revenue; see the IRS return.
VIII-1b Membership dues$1,980
VIII-1e Government grants$5,000
VIII-1f All other contributions, gifts and grants$18,094
VIII-1h Total contributions, gifts and grants$25,074
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $947$947
VIII-3 Investment incomeExcluded from tax $86$86
VIII-8 Net income from fundraising eventsExcluded from tax −$3,556−$3,556
VIII-12 Total revenueRelated to mission $1,888 · Unrelated business $0 · Excluded from tax −$3,470$23,492
Part IX · Statement of functional expenses $19,320 across 9 lines filed
IX-1 Grants to domestic organizationsPrograms $334$334
IX-2 Grants to domestic individualsPrograms $2,018$2,018
IX-11c Accounting feesManagement $1,200$1,200
IX-12 Advertising and promotionPrograms $835$835
IX-13 Office expensesManagement $2,586$2,586
IX-16 OccupancyPrograms $4,558$4,558
IX-22 Depreciation, depletion and amortizationPrograms $163$163
IX-23 InsurancePrograms $2,305 · Management $1,153$3,458
IX-24 Other expenses (24a–d)Programs $4,168$4,168
IX-25 Total functional expensesPrograms $14,381 · Management $4,939 · Fundraising $0$19,320
Part X · Balance sheet $1,026,980 assets, 8 lines filed
X-1 Cash, non-interest-bearingStart of year $10,267$16,629
X-2 Savings and temporary cash investmentsStart of year $58,784$56,870
X-8 Inventories for sale or useStart of year $4,111$3,998
X-10c Land, buildings and equipment, netStart of year $949,646$949,483
X-16 Total assetsStart of year $1,022,808$1,026,980
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $1,022,808$1,026,980
X-33 Total liabilities and net assetsStart of year $1,022,808$1,026,980
Part XI · Reconciliation of net assets $1,026,980 net assets at year end
XI-1 Total revenue$23,492
XI-2 Total expenses$19,320
XI-3 Revenue less expenses$4,172
XI-4 Net assets at start of year$1,022,808
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,026,980

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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