Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 01-01-2013 , and ending 12-31-2013
Name of foundation
Heritage Farm Foundation
 

Number and street (or P.O. box number if mail is not delivered to street address)3300 Harvey Road   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Huntington, WV25704
A Employer identification number

42-1688687
B Telephone number (see instructions)

(304) 522-1244
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,987,743J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 789,290
2 Check bullet
3 Interest on savings and temporary cash investments 474   474
4 Dividends and interest from securities......      
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 247,008 0 247,008
12 Total. Add lines 1 through 11........ 1,036,772 0 247,482
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages...... 145,725 0 145,725 0
15 Pension plans, employee benefits....... 3,893 0 3,893 0
16a Legal fees (attach schedule)......... Click to see attachment 25 0 25 0
b Accounting fees (attach schedule)....... Click to see attachment 9,757 0 9,757 0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 15,130 0 15,130 0
19 Depreciation (attach schedule) and depletion... Click to see attachment 107,469 0 107,470
20 Occupancy.............. 34,705 0 34,705 0
21 Travel, conferences, and meetings....... 70 0 70 0
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 196,938 0 196,938 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 513,712 0 513,713 0
25 Contributions, gifts, grants paid........ 0 0
26 Total expenses and disbursements. Add lines 24 and 25 513,712 0 513,713 0
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 523,060
b Net investment income (if negative, enter -0-) 0
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 31,227 25,509 25,509
2 Savings and temporary cash investments.......... 155,463 444,324 444,324
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........      
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet1,907,542
Less: accumulated depreciation (attach schedule) bullet389,632 1,440,477 Click to see attachment1,517,910 1,517,910
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,627,167 1,987,743 1,987,743
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons 165,000  
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment1,377 Click to see attachment2,175
23 Total liabilities (add lines 17 through 22).......... 166,377 2,175
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 1,460,790 1,983,850
25 Temporarily restricted................   1,718
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 1,460,790 1,985,568
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 1,627,167 1,987,743
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 1,460,790
2 Enter amount from Part I, line 27a..................... 2 523,060
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 1,718
4 Add lines 1, 2, and 3.......................... 4 1,985,568
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 1,985,568
Form 990-PF (2013)
Form 990-PF (2013)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1a
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2  
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2012 0 0 0.000000
2011 0 0 0.000000
2010 0 0 0.000000
2009 0 0 0.000000
2008 0 0 0.000000
2 Total of line 1, column (d) ...................... 2 0.000000
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.000000
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4  
5 Multiply line 4 by line 3....................... 5 0
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 0
7 Add lines 5 and 6......................... 7 0
8 Enter qualifying distributions from Part XII, line 4.............. 8 0
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2013)
Form 990-PF (2013)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 0
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 0
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 0
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a  
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 0
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletWV
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
    Yes
     
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.Click to see attachment
    10
    Yes
     
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletheritagefarmmuseum.com
    14
    The books are in care ofbulletA Michael Perry Telephone no.bullet (304) 522-1244
    Located atbullet3300 Harvey RoadHuntingtonWV ZIP+4bullet25704
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2013?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If "Yes," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2013.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    A Michael Perry Trustee
    20.00     		0 0 0
    3300 Harvey Road
    Huntington,WV25704
    Audy M Perry Jr Trustee
    20.00     		0 0 0
    3300 Harvey Road
    Huntington,WV25704
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 100% of the Heritage Farm Foundation's expenses were for the operation, expansion, maintenance and preservation of the Heritage Farm Museum and Village in Huntington, WV 513,712
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
     
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
     
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
     
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2012     		(c)
    2012     		(d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7  
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009.......  
    c From 2010.......  
    d From 2011.......  
    e From 2012.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$  
    a Applied to 2012, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2013 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2013.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		 
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		 
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010....  
    c Excess from 2011....  
    d Excess from 2012....  
    e Excess from 2013....  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
    2006-11-20
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
    0 0 0 0 0
    b 85% of line 2a ......... 0 0 0 0 0
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		0 0 0 0 0
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		0 0 0 0 0
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		0 0 0 0 0
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ...... 2,099,460 1,705,455 1,203,554 643,239 5,651,708
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		 2,099,460 1,705,455 1,203,554 643,239 5,651,708
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		        0
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		        0
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		        0
    (3) Largest amount of support
    from an exempt organization    		         0
    (4) Gross investment income         0
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    A Michael Perry
    Audy M Perry Jr
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    Total .................................bullet 3a 0
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    aFacility Usage         175,528
    bGuided Tours         64,762
    cFarm Zoo         121
    dFestival & Special Events         6,597
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		        474
    4 Dividends and interest from securities....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		         
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 0 247,482
    13Total. Add line 12, columns (b), (d), and (e)..................
    13247,482
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    1a The Foundation's daily objective is to operate the Heritage Farm Museum and Village in Huntington, WV, which is a collection of over 20 restored buildings. The aim is to educate visitors about the heritage and culture of Appalachia. Usage of the Farm's facilities is an important avenue toward our goal of having visitors "Experience the Past, Appreciate Today and Dream for the Future."
    1b Guided Tours of the Museums of Progress,Transportation & Mill,Industry and Agriculture as well as the restored school house, country store, blacksmith shop & Saw Mill allow visitors to experience life in early Appalachia as well as the major inventions that changed the world. Thousands of visitors took guided tours of the Museum in 2013.
    1c The Farm Zoo is made available for special events with small children allowing them to experience "hands-on" farm chores and to learn about the importance of animals on the farm.
    1d In 2013 the Foundation hosted its popular "Way Back Weekends" at the Museum where visitors took part in Appalachian music, crafts and artistry including blacksmithing, weaving and pottery.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2013
    Name of the organization
    Heritage Farm Foundation
     
    Employer identification number

    42-1688687
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......................... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 2
    Name of organization
    Heritage Farm Foundation
          		Employer identification number

    42-1688687
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    A Michael Perry  
    3300 Harvey Road
     
    Huntington, WV25704

    		$253,023


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
     
     

    James H Harless  
    PO Box 1210
     
    Gilbert, WV25621

    		$100,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
     
     

    Joann Neal Scaggs  
    PO Box 300
     
    Logan, WV25601

    		$250,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
     
     

    Arch Coal Foundation  
    PO Box 591
     
    Somerset, CO81434

    		$50,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 3
    Name of organization
    Heritage Farm Foundation
          		Employer identification number

    42-1688687
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 4
    Name of organization
    Heritage Farm Foundation
          		Employer identification number

    42-1688687
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2013 AccountingFeesSchedule
    Name:
    Heritage Farm Foundation
    EIN: 42-1688687
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Accounting Fees 9,757 0 9,757 0

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2013 DepreciationSchedule
    Name:
    Heritage Farm Foundation
    EIN: 42-1688687
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    Furnace & AC 2006-03-07 4,800 1,185 SL 27.500000000000 175 0 175  
    Kitchen Cabinets, Sink, Faucets 2006-03-07 1,398 1,398 200DB 5.000000000000 0 0 0  
    Mattress & Headboard 2006-03-12 250 250 200DB 5.000000000000 0 0 0  
    Dresser w/Mirror 2006-03-21 400 400 200DB 5.000000000000 0 0 0  
    Hot Water Tanks 2006-03-28 1,237 1,237 200DB 5.000000000000 0 0 0  
    Hot Water Heaters 2006-04-12 847 847 200DB 5.000000000000 0 0 0  
    Wicker Furn, Mattress, Lamps, Chest of Drawers 2006-04-17 1,020 1,020 200DB 5.000000000000 0 0 0  
    Round Tables 2006-05-16 657 657 200DB 5.000000000000 0 0 0  
    Tables & Chairs 2006-05-19 5,160 5,160 200DB 5.000000000000 0 0 0  
    Wheel Barrow 2006-05-30 137 137 200DB 5.000000000000 0 0 0  
    Sweeper 2006-05-31 100 100 200DB 5.000000000000 0 0 0  
    Round Tables & Folding Chairs 2006-06-02 3,470 3,470 200DB 5.000000000000 0 0 0  
    Furniture 2006-06-09 1,400 1,400 200DB 5.000000000000 0 0 0  
    Chairs & Wingback 2006-07-06 470 470 200DB 5.000000000000 0 0 0  
    Harvest Table 2006-07-08 475 475 200DB 5.000000000000 0 0 0  
    Furnishings 2006-07-12 2,175 2,175 200DB 5.000000000000 0 0 0  
    AC & Furnace 2006-07-12 3,450 810 SL 27.500000000000 125 0 125  
    Chandelier 2006-07-20 252 252 200DB 5.000000000000 0 0 0  
    Lighting 2006-07-20 378 378 200DB 5.000000000000 0 0 0  
    Porch & House Furniture 2006-07-25 775 775 200DB 5.000000000000 0 0 0  
    20 Chairs 2006-07-26 400 400 200DB 5.000000000000 0 0 0  
    Cupboard, Chest 2006-07-28 1,275 1,275 200DB 5.000000000000 0 0 0  
    Twin Beds & Mattress 2006-08-26 250 250 200DB 5.000000000000 0 0 0  
    Walnut Victorian Bedroom 2006-08-26 3,000 3,000 200DB 5.000000000000 0 0 0  
    Furniture 2006-08-28 1,878 1,878 200DB 5.000000000000 0 0 0  
    Mattresses 2006-09-11 708 708 200DB 5.000000000000 0 0 0  
    Lamps, Shelves, Oak Bench 2006-09-23 650 650 200DB 5.000000000000 0 0 0  
    Appliances 2006-09-28 3,030 3,030 200DB 5.000000000000 0 0 0  
    Lamps & Prints 2006-10-06 860 860 200DB 5.000000000000 0 0 0  
    Couch & 4 Pictures 2006-11-06 480 480 200DB 5.000000000000 0 0 0  
    Dresser 2006-11-14 75 75 200DB 5.000000000000 0 0 0  
    Benches & Shelves 2006-12-27 630 630 200DB 5.000000000000 0 0 0  
    Flooring 2006-05-17 10,635 10,635 200DB 5.000000000000 0 0 0  
    Flooring & Furniture 2006-04-12 1,264 1,264 200DB 5.000000000000 0 0 0  
    Leasehold Improvements 2006-03-06 5,474 953 SL 39.000000000000 140 0 140  
    Porch Roofs 2006-03-06 2,408 595 SL 27.500000000000 88 0 88  
    Gutters 2006-03-06 1,031 255 SL 27.500000000000 37 0 37  
    Sewer Tap 2006-04-02 7,800 3,380 SL 15.000000000000 520 0 520  
    French Drains 2006-05-05 4,098 1,776 SL 15.000000000000 273 0 273  
    Liner - Morton I Bldg 2007-02-09 1,060 160 SL 39.000000000000 27 0 27  
    Parking Lot Dozing 2006-05-15 1,050 455 SL 15.000000000000 70 0 70  
    Landscaping Bridge 2006-05-02 1,189 515 SL 15.000000000000 79 0 79  
    Drainage Culvert 2006-06-30 4,008 1,737 SL 15.000000000000 267 0 267  
    Bathrooms by Transportation Bldg 2006-07-07 7,500 1,242 SL 39.000000000000 192 0 192  
    Pond Construction 2006-07-13 1,900 823 SL 15.000000000000 127 0 127  
    Mill Addition 2006-11-14 4,634 728 SL 39.000000000000 119 0 119  
    Sheep & Goat 2006-04-08 150 150 200DB 5.000000000000 0 0 0  
    Wash Stand for House 2007-03-26 200 200 200DB 5.000000000000 0 0 0  
    Concrete Floors, Ramps - Morton I Bldg 2007-07-23 14,500 2,029 SL 39.000000000000 372 0 372  
    Tuff Shed Storage 2007-08-10 11,280 9,770 200DB 7.000000000000 1,007 0 1,007  
    Amana 5-Ton Gas Unit - Morton I Bldg 2007-09-29 6,450 875 SL 39.000000000000 165 0 165  
    Morton II Storage Bldg 2007-09-19 60,681 8,233 SL 39.000000000000 1,556 0 1,556  
    Washer/Dryer 2007-10-06 777 777 200DB 5.000000000000 0 0 0  
    Lighting - Morton I Bldg 2007-12-31 5,356 692 SL 39.000000000000 137 0 137  
    Calf, goats, chickens & ducks 2007-04-21 300 300 200DB 5.000000000000 0 0 0  
    Addition & Improvements to Apple Butter Inn 2008-12-01 9,192 953 SL 39.000000000000 236 0 236  
    AC unit for Country Store 2008-03-15 5,200 639 SL 39.000000000000 133 0 133  
    AC unit for Progress Building 2008-05-24 2,650 314 SL 39.000000000000 68 0 68  
    Windows for Blackberry Inn 2008-06-14 4,920 573 SL 39.000000000000 126 0 126  
    Bridge to Tobacco Shed 2008-09-09 360 40 SL 39.000000000000 9 0 9  
    Log Barn Logs & Pens 2008-11-07 5,250 555 SL 39.000000000000 135 0 135  
    Improvements to Welcome Center 2008-11-29 603 64 SL 39.000000000000 15 0 15  
    2 Wing Back Chairs & 2 twin beds from Fitz Patrick Furniture 2008-01-04 500 471 200DB 5.000000000000 29 0 29  
    18 Lighted Showcases for Progress Building & Installation 2008-01-04 11,543 10,878 200DB 5.000000000000 665 0 665  
    6 Lighted shocases for Industrial Building 2008-01-18 2,000 1,885 200DB 5.000000000000 115 0 115  
    Oak table & chairs from Fred Bellomy 2008-04-10 200 188 200DB 5.000000000000 12 0 12  
    Latteral File for Office 2008-04-19 335 260 200DB 7.000000000000 30 0 30  
    Trailer from Leonard's Buildings 2008-05-01 2,301 2,168 200DB 5.000000000000 133 0 133  
    Lawnmower 2008-05-17 395 307 200DB 7.000000000000 35 0 35  
    Riding Lawnmower 2008-07-05 3,683 2,861 200DB 7.000000000000 329 0 329  
    12 Chairs from Monica schafer 2008-10-04 150 141 200DB 5.000000000000 9 0 9  
    3 chairs, glass top table & small rug 2009-04-18 475 393 200DB 5.000000000000 55 0 55  
    4 chicks, 2 ducks, & 2 goats 2009-04-27 20 17 200DB 5.000000000000 2 0 3  
    Underground Pipe & Ditching gas line 2009-07-21 2,309 539 SL 15.000000000000 154 0 154  
    Road, culverts, & trails 2009-10-08 4,548 1,061 SL 15.000000000000 303 0 303  
    Equipment from Kenny Queen Hardware 2009-02-07 819 563 200DB 7.000000000000 73 0 73  
    Trailer for Transporter 2009-04-02 1,835 1,518 200DB 5.000000000000 211 0 211  
    People Mover Equipment 2009-06-30 2,842 1,955 200DB 7.000000000000 254 0 254  
    Oak Table 2009-05-14 200 165 200DB 5.000000000000 23 0 23  
    Equipment for Zoo & Farm Use 2009-07-08 659 453 200DB 7.000000000000 59 0 59  
    Display Cabinet in Green Room 2009-09-17 250 207 200DB 5.000000000000 29 0 29  
    Large Oak Cabinet 2009-10-06 350 290 200DB 5.000000000000 40 0 40  
    cushman engine, 2 passenger car train 2009-10-12 4,068 2,797 200DB 7.000000000000 363 0 363  
    thor irons & two chairs 2009-12-02 250 207 200DB 5.000000000000 29 0 29  
    4 chairs & bedding 2009-12-05 375 310 200DB 5.000000000000 43 0 43  
    lights, Lamps & Shades for Addition 2009-05-05 3,428 2,835 200DB 5.000000000000 395 0 395  
    Furniture 2009-05-12 2,262 1,871 200DB 5.000000000000 261 0 261  
    Chairs & Night Stands 2009-05-30 1,326 1,097 200DB 5.000000000000 153 0 153  
    1 Mattress & Frame 2009-12-17 617 510 200DB 5.000000000000 71 0 71  
    2 Mattresses & Frames 2009-12-17 1,202 994 200DB 5.000000000000 138 0 138  
    2 Bed Frames 2009-12-17 95 79 200DB 5.000000000000 11 0 11  
    Pump Organ & 2 sets of chairs 2009-11-18 2,800 2,316 200DB 5.000000000000 323 0 323  
    2 Mattresses & Slats 2009-11-05 999 826 200DB 5.000000000000 115 0 115  
    Railroad China Crock 2009-07-06 120 99 200DB 5.000000000000 14 0 14  
    2 Cupboards, 3 tables, dresser & 2 twin rope beds 2009-11-27 3,000 2,482 200DB 5.000000000000 346 0 346  
    Sleeper Sofas 2009-09-10 1,070 885 200DB 5.000000000000 123 0 123  
    Kitchen Table & Chairs 2009-10-02 295 244 200DB 5.000000000000 34 0 34  
    Dryer 2009-10-08 423 350 200DB 5.000000000000 49 0 49  
    Hutch 2009-10-08 840 695 200DB 5.000000000000 97 0 97  
    Sofa/Lamps 2009-02-03 665 550 200DB 5.000000000000 77 0 77  
    Apple Butter Inn Addition 2009-06-30 36,614 3,325 SL 39.000000000000 939 0 939  
    Apple Butter Inn Addition 2009-09-15 1,413 119 SL 39.000000000000 36 0 36  
    Maierals for Equipment Shed 2009-04-20 5,668 539 SL 39.000000000000 145 0 145  
    Frontier Cabin Updates 2009-09-15 5,469 462 SL 39.000000000000 140 0 140  
    Lights & Fixtures for Industry Building 2009-09-15 1,290 1,067 200DB 5.000000000000 149 0 149  
    Doors, windows etc. for Froniter Cabin 2009-09-10 2,325 196 SL 39.000000000000 60 0 60  
    Upgrade Gas Line 2009-04-21 2,463 575 SL 15.000000000000 164 0 164  
    Exhibits & Displays 2009-07-01 69,541 47,818 200DB 7.000000000000 6,206 0 6,206  
    Rocking Horse 2009-11-28 200 165 200DB 5.000000000000 23 0 23  
    New Furnace for Blackberry Inn 2010-08-26 3,500 213 SL 39.000000000000 90 0 90  
    Patio Work for Caboose 2010-09-10 4,699 276 SL 39.000000000000 120 0 120  
    Fireplace Remodel for Frontier Cabin 2010-11-03 2,381 130 SL 39.000000000000 61 0 61  
    Trails 2010-11-09 1,500 250 SL 15.000000000000 100 0 100  
    Heritage Hall Addition 2010-12-31 47,776 2,501 SL 39.000000000000 1,225 0 1,225  
    New Country Store identity sign 2010-10-07 98 55 200DB 7.000000000000 12 0 12  
    Morton building 2010-12-29 58,900 3,083 SL 39.000000000000 1,510 0 1,510  
    Roof for Trapper Cabin 2010-06-22 974 63 SL 39.000000000000 25 0 25  
    Soffits, overhand, roof for Woodbury Inn 2010-08-13 2,550 155 SL 39.000000000000 65 0 65  
    New Roof and electrical upgrade for Zoo 2010-10-06 5,892 334 SL 39.000000000000 151 0 151  
    Logs for Napier Barn 2010-08-05 2,000 122 SL 39.000000000000 51 0 51  
    Tractor Shed 2010-08-03 720 405 200DB 7.000000000000 90 0 90  
    Culverts, walking paths, pond preparation 2010-09-23 27,131 4,522 SL 15.000000000000 1,809 0 1,809  
    Morton 3 site preparation 2010-08-03 13,162   L 0 % 0 0 0  
    Old cupboard 2010-03-26 1,400 788 200DB 7.000000000000 175 0 175  
    Beaded porch cabinet 2010-03-26 209 118 200DB 7.000000000000 26 0 26  
    Bedding/Bags 2010-04-12 448 252 200DB 7.000000000000 56 0 56  
    2 futons 2010-04-21 252 142 200DB 7.000000000000 32 0 32  
    Collective items 2010-04-23 100 56 200DB 7.000000000000 12 0 12  
    Pioneer & World War II memorbilia 2010-04-26 250 141 200DB 7.000000000000 31 0 31  
    Stove, corcks, & Misc. 2010-05-11 150 84 200DB 7.000000000000 19 0 19  
    Miscellaneous Crocks 2010-05-13 156 88 200DB 7.000000000000 19 0 19  
    3/3 mattress 2010-05-29 504 284 200DB 7.000000000000 63 0 63  
    Computer Hardware & Software 2010-01-20 3,345 2,382 200DB 5.000000000000 385 0 385  
    Passport backup drive, computer, monitor etc. 2010-04-10 962 685 200DB 5.000000000000 111 0 111  
    New cabinet 2010-11-09 809 455 200DB 7.000000000000 101 0 101  
    Equipment 2010-11-16 1,140 641 200DB 7.000000000000 142 0 142  
    Restored Chessie miniature caboose 2010-01-27 2,796 1,573 200DB 7.000000000000 349 0 349  
    Mini Coal Car 2010-03-06 2,597 1,461 200DB 7.000000000000 324 0 324  
    New Brush Hog 2010-05-06 740 416 200DB 7.000000000000 92 0 92  
    Restoring Trains - mini coal car 2010-05-10 2,744 1,544 200DB 7.000000000000 343 0 343  
    11' Table 2010-08-13 500 281 200DB 7.000000000000 62 0 62  
    2000 Freightliner 23 passenger bus w/ chairlift 2010-08-16 3,250 2,314 200DB 5.000000000000 374 0 374  
    Exhibit Furniture 2010-09-25 10,875 6,119 200DB 7.000000000000 1,359 0 1,359  
    Conestoga Wagon Trailers 2010-11-09 6,506 3,661 200DB 7.000000000000 813 0 813  
    Cabinet 2010-12-07 318 179 200DB 7.000000000000 40 0 40  
    Aprons, cloth bags, hands on country store 2010-10-07 2,256 1,269 200DB 7.000000000000 282 0 282  
    Mountaint Men 2010-07-05 250 141 200DB 7.000000000000 31 0 31  
    Curtains & rods for Frontier Cabin 2010-05-07 33 19 200DB 7.000000000000 4 0 4  
    Identity Sign for Heritage Museum 2010-10-07 98 55 200DB 7.000000000000 12 0 12  
    Industry building - wheels of progress, railroad 2010-12-27 2,742 1,543 200DB 7.000000000000 343 0 343  
    Pictures, railroad, instruments, sign 2010-10-07 897 505 200DB 7.000000000000 112 0 112  
    picture framing, train equipment, sign 2010-05-22 9,409 5,294 200DB 7.000000000000 1,176 0 1,176  
    Picture Framing, animated manaquins etc. 2010-09-09 6,164 3,468 200DB 7.000000000000 770 0 770  
    Store Fixtures for Children's Country Store 2010-03-30 1,500 844 200DB 7.000000000000 187 0 187  
    Exhibits & Displays 1/1/11-3/31/11 Purchases 2011-03-31 5,255 2,038 200DB 7.000000000000 919 0 919  
    Exhibits & Displays 4/1/11-6/30/11 purchases 2011-06-30 16,343 6,337 200DB 7.000000000000 2,859 0 2,859  
    Exhibits & Displays 7/1/11-9/30/11 purchases 2011-09-30 5,535 2,146 200DB 7.000000000000 968 0 968  
    Exhibits & Displays 10/1/11-12/31/11 purchases 2011-12-31 17,093 6,628 200DB 7.000000000000 2,990 0 2,990  
    House of Dolls 2011-12-31 4,741 127 SL 39.000000000000 122 0 122  
    Old Barn Addition 2011-12-31 152,953 4,085 SL 39.000000000000 3,922 0 3,922  
    Water Heater & Supplies 2011-03-04 459 178 200DB 7.000000000000 80 0 80  
    Work on Caboose 2011-09-16 700 23 SL 39.000000000000 18 0 18  
    Equipment Shed 2011-10-11 1,770 55 SL 39.000000000000 45 0 45  
    Chimney, Firplace, Dutch oven 2011-08-24 1,520 54 SL 39.000000000000 39 0 39  
    firepit 2011-09-09 200   SL 15.000000000000 0 0 0  
    Heritage Hall addtion 2011-07-31 128,301 4,798 SL 39.000000000000 3,290 0 3,290  
    Morton Building Addition 2011-12-03 72,400 1,934 SL 39.000000000000 1,856 0 1,856  
    Fire Service System 2011-11-30 3,850 385 SL 15.000000000000 257 0 257  
    Barn-Heating and Airconditioning 2011-12-31 16,342 437 SL 39.000000000000 419 0 419  
    Trapper Cabin Addtions 2011-08-31 1,059 37 SL 39.000000000000 27 0 27  
    Logs for Welcome Center Addition 2011-09-09 5,100 169 SL 39.000000000000 131 0 131  
    New Chicken coop 2011-05-31 5,070 1,966 200DB 7.000000000000 887 0 887  
    Antique Radio 2011-02-08 200 78 200DB 7.000000000000 35 0 35  
    Norandex Patio door 2011-01-20 500 194 200DB 7.000000000000 87 0 87  
    Sears Range 2011-02-02 862 334 200DB 7.000000000000 151 0 151  
    Antique Cuboard 2011-02-08 495 192 200DB 7.000000000000 87 0 87  
    Tables for Hollyberry 2011-02-16 150 58 200DB 7.000000000000 26 0 26  
    Doll House with Furniture 2011-03-04 100 39 200DB 7.000000000000 17 0 17  
    Furntiure-Morgan Sale 2011-03-14 5,581 2,164 200DB 7.000000000000 976 0 976  
    Brick House Antiques 2011-03-15 293 114 200DB 7.000000000000 51 0 51  
    Dehumidifier & Saw kit 2011-06-04 388 150 200DB 7.000000000000 68 0 68  
    Lowes New Range 2011-06-04 507 197 200DB 7.000000000000 89 0 89  
    Lights from Grant Money 2011-06-04 1,000 388 200DB 7.000000000000 175 0 175  
    Small round coffee table 2011-06-09 100 39 200DB 7.000000000000 17 0 17  
    Mirror & Oil Can 2011-07-11 80 31 200DB 7.000000000000 14 0 14  
    Nailer 2011-07-11 208 81 200DB 7.000000000000 36 0 36  
    Hardware, Tools, Power tools 2011-07-16 821 318 200DB 7.000000000000 144 0 144  
    Mic Stand & Sanyo Projector 2011-08-05 694 269 200DB 7.000000000000 121 0 121  
    Round Coffee Table 2011-10-07 200 78 200DB 7.000000000000 35 0 35  
    Firepit supplies 2011-10-17 651 253 200DB 7.000000000000 114 0 114  
    2 wood racks, 2 dehumidifiers 2011-10-17 559 217 200DB 7.000000000000 98 0 98  
    Coffeepot set & old telephone 2011-10-20 200 78 200DB 7.000000000000 35 0 35  
    Quilters Cabinet 2011-10-28 1,400 543 200DB 7.000000000000 245 0 245  
    Table for Front room 2011-11-09 125 48 200DB 7.000000000000 22 0 22  
    Animal Pens & Fence 2011-12-10 418 162 200DB 7.000000000000 73 0 73  
    18 X 4 Bridge w/ railing 2011-12-12 1,280 496 200DB 7.000000000000 224 0 224  
    1 set cedar log full/twin size bunk beds 2011-12-12 748 290 200DB 7.000000000000 131 0 131  
    Baby Ducks 2011-04-08 172 89 200DB 5.000000000000 33 0 33  
    House of Dolls 2012-12-07 7,907 282 200DB 7.000000000000 2,178 0 2,178  
    Heritage Museum Exhibits & Displays 2012-08-29 539 58 200DB 7.000000000000 137 0 137  
    60" TV & Bracket for The Barn 2012-07-13 1,750 188 200DB 7.000000000000 446 0 446  
    Unclassifed Exhibit purchases 1/1/12-12/31/12 2012-12-31 12,994 464 200DB 7.000000000000 3,580 0 3,580  
    House of Dolls 2012-12-31 21,518 23 SL 39.000000000000 552 0 552  
    Morton 4 Equipment Shed 2012-11-19 33,884 109 SL 39.000000000000 869 0 869  
    Wood Kiln 2012-12-31 14,910 124 SL 15.000000000000 994 0 994  
    Carport 2012-01-03 2,520 221 150DB 15.000000000000 230 0 230  
    60" Culvert & Moving Trailer/Crane 2012-01-05 4,000 233 SL 15.000000000000 267 0 267  
    Barn building 2012-10-15 263,983 1,410 SL 39.000000000000 6,769 0 6,769  
    50' Storage Trailer 2012-01-02 1,500 375 200DB 7.000000000000 321 0 321  
    Doll Furniture 2012-01-24 110 28 200DB 7.000000000000 24 0 24  
    Round Table 2012-01-24 140 35 200DB 7.000000000000 30 0 30  
    3 Oak Wood Panels 2012-02-18 2,100 525 200DB 7.000000000000 450 0 450  
    Bookcases & Childs china cabinet 2012-02-20 800 200 200DB 7.000000000000 171 0 171  
    Nine Woodcrest-Stairway Bunds Bed 2012-02-28 5,400 1,350 200DB 7.000000000000 1,157 0 1,157  
    Barrel, Wagon Wheel & Railroad Light 2012-04-16 300 54 200DB 7.000000000000 70 0 70  
    John Deere Riding Mower 2012-05-02 3,500 625 200DB 7.000000000000 821 0 821  
    Portable Speaker System 2012-05-18 150 27 200DB 7.000000000000 35 0 35  
    Window 2012-06-15 140 25 200DB 7.000000000000 33 0 33  
    Fence Shutter & 2 pr angle irons 2012-06-15 515 92 200DB 7.000000000000 121 0 121  
    Ice Cream maker for hit & miss engine 2012-07-19 1,500 161 200DB 7.000000000000 383 0 383  
    Oak Wash Stand 2012-07-30 120 13 200DB 7.000000000000 31 0 31  
    Heavy Duty Utility Trailer 2012-08-06 1,500 161 200DB 7.000000000000 383 0 383  
    Ice Cream Wagon 2012-08-08 78 8 200DB 7.000000000000 20 0 20  
    Mattress 2012-08-25 929 100 200DB 7.000000000000 237 0 237  
    12.5' Ladder 2012-08-28 189 20 200DB 7.000000000000 48 0 48  
    Hattie & nans - Multiple purchases 2012-10-05 1,043 37 200DB 7.000000000000 287 0 287  
    73 signs 2012-10-08 1,040 37 200DB 7.000000000000 286 0 286  
    Round Table & 6 chairs 2012-11-05 250 9 200DB 7.000000000000 69 0 69  
    Fire Screen, Child's table & chairs 2012-11-07 180 6 200DB 7.000000000000 50 0 50  
    Table & Chairs 2012-11-08 200 7 200DB 7.000000000000 55 0 55  
    Beldon Estate-sofa, lamps, was stand, mirror 2012-11-24 500 18 200DB 7.000000000000 138 0 138  
    Bridge $1,300, delivery $150, bed credit $600 2012-12-07 850 30 200DB 7.000000000000 234 0 234  
    6 30x72 tables & 4 39x96 tables 2012-12-20 728 26 200DB 7.000000000000 201 0 201  
    Split Rail Fencing 2012-10-15 20,967 262 150DB 15.000000000000 2,071 0 2,071  
    2 Kiko Goats 2012-03-28 250 88 200DB 5.000000000000 65 0 65  
    Train & Conestoga Wagon built by Doghouse Motorsports 2012-01-01 4,307 1,077 200DB 7.000000000000 923 0 923  
    Antique Fuel Wagon & delivery 2013-02-13 3,500   200DB 7.000000000000 2,188 0 2,188  
    Vintage Items 2013-02-23 775   200DB 7.000000000000 484 0 484  
    Mannequins and vintage clothing 2013-07-01 1,896   200DB 7.000000000000 1,049 0 1,049  
    Tin Chuck Box 2013-08-10 600   200DB 7.000000000000 332 0 332  
    Table 2013-08-12 250   200DB 7.000000000000 138 0 138  
    Brass Railroad Bell 2013-11-18 825   200DB 7.000000000000 427 0 427  
    Chuck Wagon 2013-11-18 6,520   200DB 7.000000000000 3,377 0 3,377  
    House of Dols 2013-04-29 2,582   200DB 7.000000000000 1,521 0 1,521  
    Oriental Rug for the Doll House 2013-07-01 1,000   200DB 7.000000000000 554 0 554  
    Platform & Hanger for Riverboat Bell 2013-01-18 300   200DB 7.000000000000 188 0 188  
    Model T Oil Can & 5 Gallon Gas Cans 2013-03-02 240   200DB 7.000000000000 150 0 150  
    Pottery Studio 2013-10-18 12,335   SL 39.000000000000 66 0 66  
    Doll House 2013-12-11 7,365   SL 39.000000000000 8 0 8  
    New Heating & Cooling Unit and Elec Work 2013-11-21 6,122   SL 39.000000000000 20 0 20  
    Electrical Work 2013-10-21 1,000   SL 39.000000000000 5 0 5  
    Concrete for Silo Base and Cow FeederArea 2013-04-15 1,600   SL 15.000000000000 827 0 827  
    Pond & volunteer parking area 2013-04-30 3,636   SL 15.000000000000 1,879 0 1,879  
    Duck Storage Building 2013-05-16 1,291   SL 15.000000000000 667 0 667  
    Village Bridge Gate 2013-08-29 2,200   SL 15.000000000000 1,137 0 1,137  
    Front Gate 2013-11-27 9,128   SL 15.000000000000 4,716 0 4,716  
    New Welcome Center 2013-12-31 102,689   SL 39.000000000000 110 0 110  
    Lights Office 2013-03-11 520   SL 39.000000000000 11 0 11  
    40 Gallon Hot Water Tank 2013-01-08 320   200DB 7.000000000000 183 0 183  
    Old Country Store Imp 2013-03-08 2,090   SL 39.000000000000 42 0 42  
    Lights,etc 2013-03-11 1,618   SL 39.000000000000 33 0 33  
    Silo Corn Crib 2013-04-27 1,750   200DB 7.000000000000 1,000 0 1,000  
    Gate for Peacock aviary 2013-05-03 300   SL 15.000000000000 155 0 155  
    2 new generator, compressor, pump and pressure washer 2013-05-16 5,000   200DB 7.000000000000 2,857 0 2,857  
    Weed Eater 2013-08-08 463   200DB 7.000000000000 265 0 265  
    50 gallon applebutter kettle 2013-08-10 500   200DB 7.000000000000 286 0 286  
    Bedroom Set & Extra Dresser 2013-11-15 550   200DB 7.000000000000 314 0 314  
    ChainSaw 2013-12-09 767   200DB 7.000000000000 438 0 438  
    GE Washer/Dryer 2013-09-11 950   200DB 7.000000000000 543 0 543  
    Rattan Set, sofa, love seat, 2 end tables 2013-11-15 763   200DB 7.000000000000 436 0 436  
    4 tables, 8 chairs, 2 white table, hot dog cooker 2013-12-23 515   200DB 7.000000000000 294 0 294  
    Desk 2013-11-15 138   200DB 7.000000000000 79 0 79  
    Washer/Dryer 2013-09-11 950   200DB 7.000000000000 543 0 543  
    GE Stove 2013-09-11 445   200DB 7.000000000000 254 0 254  
    Bed,Chest, Twin Bed, 2 night stands 2013-11-15 770   200DB 7.000000000000 440 0 440  
    Television 2013-05-02 244   200DB 7.000000000000 139 0 139  
    Iron Bed 2013-11-15 400   200DB 7.000000000000 229 0 229  

    TY 2013 LandEtcSchedule2
    Name:
    Heritage Farm Foundation
    EIN: 42-1688687
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Furnace & AC 4,800 1,360 3,440  
    Kitchen Cabinets, Sink, Faucets 1,398 1,398 0  
    Mattress & Headboard 250 250 0  
    Dresser w/Mirror 400 400 0  
    Hot Water Tanks 1,237 1,237 0  
    Hot Water Heaters 847 847 0  
    Wicker Furn, Mattress, Lamps, Chest of Drawers 1,020 1,020 0  
    Round Tables 657 657 0  
    Tables & Chairs 5,160 5,160 0  
    Wheel Barrow 137 137 0  
    Sweeper 100 100 0  
    Round Tables & Folding Chairs 3,470 3,470 0  
    Furniture 1,400 1,400 0  
    Chairs & Wingback 470 470 0  
    Harvest Table 475 475 0  
    Furnishings 2,175 2,175 0  
    AC & Furnace 3,450 935 2,515  
    Chandelier 252 252 0  
    Lighting 378 378 0  
    Porch & House Furniture 775 775 0  
    20 Chairs 400 400 0  
    Cupboard, Chest 1,275 1,275 0  
    Twin Beds & Mattress 250 250 0  
    Walnut Victorian Bedroom 3,000 3,000 0  
    Furniture 1,878 1,878 0  
    Mattresses 708 708 0  
    Lamps, Shelves, Oak Bench 650 650 0  
    Appliances 3,030 3,030 0  
    Lamps & Prints 860 860 0  
    Couch & 4 Pictures 480 480 0  
    Dresser 75 75 0  
    Benches & Shelves 630 630 0  
    Flooring 10,635 10,635 0  
    Flooring & Furniture 1,264 1,264 0  
    Leasehold Improvements 5,474 1,093 4,381  
    Porch Roofs 2,408 683 1,725  
    Gutters 1,031 292 739  
    Sewer Tap 7,800 3,900 3,900  
    French Drains 4,098 2,049 2,049  
    Liner - Morton I Bldg 1,060 187 873  
    Parking Lot Dozing 1,050 525 525  
    Landscaping Bridge 1,189 594 595  
    Drainage Culvert 4,008 2,004 2,004  
    Bathrooms by Transportation Bldg 7,500 1,434 6,066  
    Pond Construction 1,900 950 950  
    Mill Addition 4,634 847 3,787  
    Sheep & Goat 150 150 0  
    Wash Stand for House 200 200 0  
    Concrete Floors, Ramps - Morton I Bldg 14,500 2,401 12,099  
    Tuff Shed Storage 11,280 10,777 503  
    Amana 5-Ton Gas Unit - Morton I Bldg 6,450 1,040 5,410  
    Morton II Storage Bldg 60,681 9,789 50,892  
    Washer/Dryer 777 777 0  
    Lighting - Morton I Bldg 5,356 829 4,527  
    Calf, goats, chickens & ducks 300 300 0  
    Addition & Improvements to Apple Butter Inn 9,192 1,189 8,003  
    AC unit for Country Store 5,200 772 4,428  
    AC unit for Progress Building 2,650 382 2,268  
    Windows for Blackberry Inn 4,920 699 4,221  
    Bridge to Tobacco Shed 360 49 311  
    Log Barn Logs & Pens 5,250 690 4,560  
    Improvements to Welcome Center 603 79 524  
    2 Wing Back Chairs & 2 twin beds from Fitz Patrick Furniture 500 500 0  
    18 Lighted Showcases for Progress Building & Installation 11,543 11,543 0  
    6 Lighted shocases for Industrial Building 2,000 2,000 0  
    Oak table & chairs from Fred Bellomy 200 200 0  
    Latteral File for Office 335 290 45  
    Trailer from Leonard's Buildings 2,301 2,301 0  
    Lawnmower 395 342 53  
    Riding Lawnmower 3,683 3,190 493  
    12 Chairs from Monica schafer 150 150 0  
    3 chairs, glass top table & small rug 475 448 27  
    4 chicks, 2 ducks, & 2 goats 20 19 1  
    Underground Pipe & Ditching gas line 2,309 693 1,616  
    Road, culverts, & trails 4,548 1,364 3,184  
    Equipment from Kenny Queen Hardware 819 636 183  
    Trailer for Transporter 1,835 1,729 106  
    People Mover Equipment 2,842 2,209 633  
    Oak Table 200 188 12  
    Equipment for Zoo & Farm Use 659 512 147  
    Display Cabinet in Green Room 250 236 14  
    Large Oak Cabinet 350 330 20  
    cushman engine, 2 passenger car train 4,068 3,160 908  
    thor irons & two chairs 250 236 14  
    4 chairs & bedding 375 353 22  
    lights, Lamps & Shades for Addition 3,428 3,230 198  
    Furniture 2,262 2,132 130  
    Chairs & Night Stands 1,326 1,250 76  
    1 Mattress & Frame 617 581 36  
    2 Mattresses & Frames 1,202 1,132 70  
    2 Bed Frames 95 90 5  
    Pump Organ & 2 sets of chairs 2,800 2,639 161  
    2 Mattresses & Slats 999 941 58  
    Railroad China Crock 120 113 7  
    2 Cupboards, 3 tables, dresser & 2 twin rope beds 3,000 2,828 172  
    Sleeper Sofas 1,070 1,008 62  
    Kitchen Table & Chairs 295 278 17  
    Dryer 423 399 24  
    Hutch 840 792 48  
    Sofa/Lamps 665 627 38  
    Apple Butter Inn Addition 36,614 4,264 32,350  
    Apple Butter Inn Addition 1,413 155 1,258  
    Maierals for Equipment Shed 5,668 684 4,984  
    Frontier Cabin Updates 5,469 602 4,867  
    Lights & Fixtures for Industry Building 1,290 1,216 74  
    Doors, windows etc. for Froniter Cabin 2,325 256 2,069  
    Upgrade Gas Line 2,463 739 1,724  
    Exhibits & Displays 69,541 54,024 15,517  
    Rocking Horse 200 188 12  
    New Furnace for Blackberry Inn 3,500 303 3,197  
    Patio Work for Caboose 4,699 396 4,303  
    Fireplace Remodel for Frontier Cabin 2,381 191 2,190  
    Trails 1,500 350 1,150  
    Heritage Hall Addition 47,776 3,726 44,050  
    New Country Store identity sign 98 67 31  
    Morton building 58,900 4,593 54,307  
    Roof for Trapper Cabin 974 88 886  
    Soffits, overhand, roof for Woodbury Inn 2,550 220 2,330  
    New Roof and electrical upgrade for Zoo 5,892 485 5,407  
    Logs for Napier Barn 2,000 173 1,827  
    Tractor Shed 720 495 225  
    Culverts, walking paths, pond preparation 27,131 6,331 20,800  
    Morton 3 site preparation 13,162 0 13,162  
    Old cupboard 1,400 963 437  
    Beaded porch cabinet 209 144 65  
    Bedding/Bags 448 308 140  
    2 futons 252 174 78  
    Collective items 100 68 32  
    Pioneer & World War II memorbilia 250 172 78  
    Stove, corcks, & Misc. 150 103 47  
    Miscellaneous Crocks 156 107 49  
    3/3 mattress 504 347 157  
    Computer Hardware & Software 3,345 2,767 578  
    Passport backup drive, computer, monitor etc. 962 796 166  
    New cabinet 809 556 253  
    Equipment 1,140 783 357  
    Restored Chessie miniature caboose 2,796 1,922 874  
    Mini Coal Car 2,597 1,785 812  
    New Brush Hog 740 508 232  
    Restoring Trains - mini coal car 2,744 1,887 857  
    11' Table 500 343 157  
    2000 Freightliner 23 passenger bus w/ chairlift 3,250 2,688 562  
    Exhibit Furniture 10,875 7,478 3,397  
    Conestoga Wagon Trailers 6,506 4,474 2,032  
    Cabinet 318 219 99  
    Aprons, cloth bags, hands on country store 2,256 1,551 705  
    Mountaint Men 250 172 78  
    Curtains & rods for Frontier Cabin 33 23 10  
    Identity Sign for Heritage Museum 98 67 31  
    Industry building - wheels of progress, railroad 2,742 1,886 856  
    Pictures, railroad, instruments, sign 897 617 280  
    picture framing, train equipment, sign 9,409 6,470 2,939  
    Picture Framing, animated manaquins etc. 6,164 4,238 1,926  
    Store Fixtures for Children's Country Store 1,500 1,031 469  
    Exhibits & Displays 1/1/11-3/31/11 Purchases 5,255 2,957 2,298  
    Exhibits & Displays 4/1/11-6/30/11 purchases 16,343 9,196 7,147  
    Exhibits & Displays 7/1/11-9/30/11 purchases 5,535 3,114 2,421  
    Exhibits & Displays 10/1/11-12/31/11 purchases 17,093 9,618 7,475  
    House of Dolls 4,741 249 4,492  
    Old Barn Addition 152,953 8,007 144,946  
    Water Heater & Supplies 459 258 201  
    Work on Caboose 700 41 659  
    Equipment Shed 1,770 100 1,670  
    Chimney, Firplace, Dutch oven 1,520 93 1,427  
    firepit 200 200 0  
    Heritage Hall addtion 128,301 8,088 120,213  
    Morton Building Addition 72,400 3,790 68,610  
    Fire Service System 3,850 642 3,208  
    Barn-Heating and Airconditioning 16,342 856 15,486  
    Trapper Cabin Addtions 1,059 64 995  
    Logs for Welcome Center Addition 5,100 300 4,800  
    New Chicken coop 5,070 2,853 2,217  
    Antique Radio 200 113 87  
    Norandex Patio door 500 281 219  
    Sears Range 862 485 377  
    Antique Cuboard 495 279 216  
    Tables for Hollyberry 150 84 66  
    Doll House with Furniture 100 56 44  
    Furntiure-Morgan Sale 5,581 3,140 2,441  
    Brick House Antiques 293 165 128  
    Dehumidifier & Saw kit 388 218 170  
    Lowes New Range 507 286 221  
    Lights from Grant Money 1,000 563 437  
    Small round coffee table 100 56 44  
    Mirror & Oil Can 80 45 35  
    Nailer 208 117 91  
    Hardware, Tools, Power tools 821 462 359  
    Mic Stand & Sanyo Projector 694 390 304  
    Round Coffee Table 200 113 87  
    Firepit supplies 651 367 284  
    2 wood racks, 2 dehumidifiers 559 315 244  
    Coffeepot set & old telephone 200 113 87  
    Quilters Cabinet 1,400 788 612  
    Table for Front room 125 70 55  
    Animal Pens & Fence 418 235 183  
    18 X 4 Bridge w/ railing 1,280 720 560  
    1 set cedar log full/twin size bunk beds 748 421 327  
    Baby Ducks 172 122 50  
    House of Dolls 7,907 2,460 5,447  
    Heritage Museum Exhibits & Displays 539 195 344  
    60" TV & Bracket for The Barn 1,750 634 1,116  
    Unclassifed Exhibit purchases 1/1/12-12/31/12 12,994 4,044 8,950  
    House of Dolls 21,518 575 20,943  
    Morton 4 Equipment Shed 33,884 978 32,906  
    Wood Kiln 14,910 1,118 13,792  
    Carport 2,520 451 2,069  
    60" Culvert & Moving Trailer/Crane 4,000 500 3,500  
    Barn building 263,983 8,179 255,804  
    50' Storage Trailer 1,500 696 804  
    Doll Furniture 110 52 58  
    Round Table 140 65 75  
    3 Oak Wood Panels 2,100 975 1,125  
    Bookcases & Childs china cabinet 800 371 429  
    Nine Woodcrest-Stairway Bunds Bed 5,400 2,507 2,893  
    Barrel, Wagon Wheel & Railroad Light 300 124 176  
    John Deere Riding Mower 3,500 1,446 2,054  
    Portable Speaker System 150 62 88  
    Window 140 58 82  
    Fence Shutter & 2 pr angle irons 515 213 302  
    Ice Cream maker for hit & miss engine 1,500 544 956  
    Oak Wash Stand 120 44 76  
    Heavy Duty Utility Trailer 1,500 544 956  
    Ice Cream Wagon 78 28 50  
    Mattress 929 337 592  
    12.5' Ladder 189 68 121  
    Hattie & nans - Multiple purchases 1,043 324 719  
    73 signs 1,040 323 717  
    Round Table & 6 chairs 250 78 172  
    Fire Screen, Child's table & chairs 180 56 124  
    Table & Chairs 200 62 138  
    Beldon Estate-sofa, lamps, was stand, mirror 500 156 344  
    Bridge $1,300, delivery $150, bed credit $600 850 264 586  
    6 30x72 tables & 4 39x96 tables 728 227 501  
    Split Rail Fencing 20,967 2,333 18,634  
    2 Kiko Goats 250 153 97  
    Train & Conestoga Wagon built by Doghouse Motorsports 4,307 2,000 2,307  
    Antique Fuel Wagon & delivery 3,500 2,188 1,312  
    Vintage Items 775 484 291  
    Mannequins and vintage clothing 1,896 1,049 847  
    Tin Chuck Box 600 332 268  
    Table 250 138 112  
    Brass Railroad Bell 825 427 398  
    Chuck Wagon 6,520 3,377 3,143  
    House of Dols 2,582 1,521 1,061  
    Oriental Rug for the Doll House 1,000 554 446  
    Platform & Hanger for Riverboat Bell 300 188 112  
    Model T Oil Can & 5 Gallon Gas Cans 240 150 90  
    Pottery Studio 12,335 66 12,269  
    Doll House 7,365 8 7,357  
    New Heating & Cooling Unit and Elec Work 6,122 20 6,102  
    Electrical Work 1,000 5 995  
    Concrete for Silo Base and Cow FeederArea 1,600 827 773  
    Pond & volunteer parking area 3,636 1,879 1,757  
    Duck Storage Building 1,291 667 624  
    Village Bridge Gate 2,200 1,137 1,063  
    Front Gate 9,128 4,716 4,412  
    New Welcome Center 102,689 110 102,579  
    Lights Office 520 11 509  
    40 Gallon Hot Water Tank 320 183 137  
    Old Country Store Imp 2,090 42 2,048  
    Lights,etc 1,618 33 1,585  
    Silo Corn Crib 1,750 1,000 750  
    Gate for Peacock aviary 300 155 145  
    2 new generator, compressor, pump and pressure washer 5,000 2,857 2,143  
    Weed Eater 463 265 198  
    50 gallon applebutter kettle 500 286 214  
    Bedroom Set & Extra Dresser 550 314 236  
    ChainSaw 767 438 329  
    GE Washer/Dryer 950 543 407  
    Rattan Set, sofa, love seat, 2 end tables 763 436 327  
    4 tables, 8 chairs, 2 white table, hot dog cooker 515 294 221  
    Desk 138 79 59  
    Washer/Dryer 950 543 407  
    GE Stove 445 254 191  
    Bed,Chest, Twin Bed, 2 night stands 770 440 330  
    Television 244 139 105  
    Iron Bed 400 229 171  


    TY 2013 LegalFeesSchedule
    Name:
    Heritage Farm Foundation
    EIN: 42-1688687
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Legal Fees 25 0 25 0


    TY 2013 OtherExpensesSchedule
    Name:
    Heritage Farm Foundation
    EIN: 42-1688687
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Advertising 22,926 0 22,926 0
    Animal Care 5,735 0 5,735 0
    Bank & Credit Card Fees 5,923 0 5,923 0
    Contract Labor 35,628 0 35,628 0
    Dues & Subscriptions 460 0 460 0
    Insurance 18,656 0 18,656 0
    Office Expense 2,509 0 2,509 0
    Pest Control 4,818 0 4,818 0
    Postage & Delivery 593 0 593 0
    Repairs & Maintenance 50,531 0 50,531 0
    Supplies 38,343 0 38,343 0
    Web Site & Computer Expense 1,225 0 1,225 0
    Permits & Fees 223 0 223 0
    Miscellaneous Expenses 645 0 645 0
    Equipment Rental & maintenance 4,304 0 4,304 0
    Outside Services 4,419 0 4,419 0


    TY 2013 OtherIncomeSchedule2
    Name:
    Heritage Farm Foundation
    EIN: 42-1688687
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Facility Usage 175,528   175,528
    Guided Tours 64,762   64,762
    Farm Zoo 121   121
    Festival & Special Events 6,597   6,597


    TY 2013 OtherIncreasesSchedule
    Name:
    Heritage Farm Foundation
    EIN: 42-1688687
    Description Amount
    Temporarily restricted assets 1,718


    TY 2013 OtherLiabilitiesSchedule
    Name:
    Heritage Farm Foundation
    EIN: 42-1688687
    Description Beginning of Year - Book Value End of Year - Book Value
    Payroll Liabilities 1,195 1,978
    Sales Tax Payable 182 197


    TY 2013 SubstantialContributorsSch
    Name:
    Heritage Farm Foundation
    EIN: 42-1688687
    Name Address
    A Michael Perry 3300 Harvey Road
    Huntington,WV25704
    James H Harless PO Box 1210
    Gilbert,WV25621
    Joann Neal Scaggs PO Box 300
    Logan,WV25601
    Arch Coal Foundation PO Box 591
    Somerset,CO81434


    TY 2013 TaxesSchedule
    Name:
    Heritage Farm Foundation
    EIN: 42-1688687
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Payroll Taxes 15,130 0 15,130 0