Clermont Foundation is located in Berryville, VA. The organization was established in 2010. According to its NTEE Classification (A80) the organization is classified as: Historical Organizations, under the broad grouping of Arts, Culture & Humanities and related organizations. As of 12/2021, Clermont Foundation employed 4 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Clermont Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Clermont Foundation generated $269.4k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (11.7%) each year. All expenses for the organization totaled $357.3k during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
TO PROMOTE PUBLIC ENGAGEMENT IN AGRICULTURE, HISTORY, AND HISTORIC PRESERVATION THROUGH EDUCATION, RESEARCH AND DEMONSTRATION PROGRAMS USING THE LANDSCAPE OF THE 18TH CENTURY PLANTATION AT CLERMONT FARM IN THE SHENANDOAH VALLEY OF VIRGINIA, OWNED BY THE VIRGINIA DEPT. OF HISTORIC RESOURCES.
Describe the Organization's Program Activity:
Part 3 - Line 4a
AGRICULTURE: THE FOUNDATION USES THE 360-ACRE CLERMONT FARM SITE AND OTHER LAND AS A COMMERCIAL BEEF CATTLE AND SHEEP OPERATION, WHICH IS THE BASIS FOR: A) PRESERVING INTACT AND SUSTAINABLY AN HISTORIC AGRICULTURAL LANDSCAPE, AND B.) PROVIDING AN AGRICULTURAL EDUCATION AND RESEARCH PROGRAM IN PARTNERSHIP WITH VIRGINIA TECH AND ITS MIDDLEBURG AGRICULTURAL RESEARCH AND EXTENSION CENTER. CLERMONT FARM ALSO SERVES AS THE TEACHING FARM FOR THE LOCAL CLARKE COUNTY PUBLIC SCHOOLS AGRICULTURE PROGRAM, AND SUPPORTS WORKING FARMERS IN PARTNERSHIP WITH VIRGINIA COOPERATIVE EXTENSION SERVICE. IN 2021, AN ARCHITECTURAL/ENGINEERING CONTRACT WAS AWARDED BY THE STATE TO MAIN STREET ARCHITECTURE FOR THE REPLACEMENT BARNS AND PLANNING BEGAN. EIGHT YEARS OF SHARED STAFFING WITH VT CONCLUDED AND FOUNDATION FARM STAFF WERE HIRED. RESEARCH WITH VIRGINIA TECH ON AN AGRIVOLTAIC SOLAR PROJECT (GRAZING UNDER SOLAR) WAS EXPANDED. BEEKEEPER TRAINING AND PUBLIC SCHOOL CLASSES RESUMED,AND AMERICAN KESTREL PRESERVATION EXPANDED.
HISTORIC PRESERVATION: THE FOUNDATION DEMONSTRATES BEST HISTORIC PRESERVATION PRACTICES AND CONDUCTS EDUCATION PROGRAMS ABOUT THEM FOR SPECIAL INTEREST GROUPS, UNIVERSITY STUDENTS, AND THE GENERAL PUBLIC, USING THE DOZEN HISTORIC BUILDINGS (18TH AND 19TH CENTURIES) ABOVE GROUND AND THE ARCHAEOLOGICAL RESOURCES BEING PROTECTED UNDERGROUND. REHABILITATION OF AND REPAIRS TO HISTORIC BUILDINGS ARE USED NOT ONLY AS ACTIVE OPPORTUNITIES FOR DEMONSTRATIONS OF BEST PRACTICES AND APPROPRIATE TECHNOLOGIES, BUT ALSO TO CONDUCT FURTHER RESEARCH ON AND DOCUMENTATION OF THE BUILDINGS. IN 2021, SOCIAL MEDIA PROGRAMS WERE EXPANDED, TWO HISTORIC CESS PITS WERE IDENTIFIED AND DOCUMENTED. ON-SITE TOURS AND ARCHAEOLOGICAL FIELD WORK CONTINUED TO BE SUSPENDED DUE TO THE PANDEMIC. INVENTORYING OF ALL ARCHAEOLOGICAL REPORTS WAS SYSTEMATIZED. PREPARATION OF RENEWAL OF CONSERVATION RESERVE PROGRAMS ALONG CREEK AND WETLANDS.
HISTORY: THE FOUNDATION CONDUCTS RESEARCH AND EDUCATION PROGRAMS RELATED TO THE HISTORY OF THE FARM, ITS REGIONAL AND ECONOMIC TIES, AND THE PEOPLE WHO HAVE LIVED AND WORKED THERE. THE FOUNDATION MAINTAINS ARCHIVES OF FAMILY PAPERS RELATED TO THE FARM AND COLLECTIONS OF HISTORIC FURNISHINGS AND OBJECTS. THE LONG-TERM PHASE 1 ARCHAEOLOGY SURVEY PROGRAM MENTIONED ABOVE ALSO SUPPORTS THESE RESEARCH AND EDUCATION OBJECTIVES. IN 2021, A VIDEO WAS MADE FOR SCHOOL STUDENTS IN LIEU OF THE ANNUAL VISIT BY ALL COUNTY 4TH GRADERS TO ILLUSTRATE AND PROMOTE DISCUSSION ABOUT HISTORIC PRESERVATION, ARCHAEOLOGY, AND THE LIFE OF ENSLAVED PEOPLE ON PLANTATIONS. GENEALOGICAL RESEARCH ON OWNERS AND THEIR EXTENDED FAMILIES CONTINUED,A BASIS FOR INFORMATION ABOUT PEOPLE ENSLAVED AT CLERMONT AND DEVELOPING NEW MATERIAL FOR WEBSITE.
AGRICULTURE: THE FOUNDATION USES THE 360-ACRE CLERMONT FARM SITE AND OTHER LAND AS A COMMERCIAL BEEF CATTLE AND SHEEP OPERATION, WHICH IS THE BASIS FOR: A) PRESERVING INTACT AND SUSTAINABLY AN HISTORIC AGRICULTURAL LANDSCAPE, AND B.) PROVIDING AN AGRICULTURAL EDUCATION AND RESEARCH PROGRAM IN PARTNERSHIP WITH VIRGINIA TECH AND ITS MIDDLEBURG AGRICULTURAL RESEARCH AND EXTENSION CENTER. CLERMONT FARM ALSO SERVES AS THE TEACHING FARM FOR THE LOCAL CLARKE COUNTY PUBLIC SCHOOLS AGRICULTURE PROGRAM, AND SUPPORTS WORKING FARMERS IN PARTNERSHIP WITH VIRGINIA COOPERATIVE EXTENSION SERVICE. IN 2021, AN ARCHITECTURAL/ENGINEERING CONTRACT WAS AWARDED BY THE STATE TO MAIN STREET ARCHITECTURE FOR THE REPLACEMENT BARNS AND PLANNING BEGAN. EIGHT YEARS OF SHARED STAFFING WITH VT CONCLUDED AND FOUNDATION FARM STAFF WERE HIRED. RESEARCH WITH VIRGINIA TECH ON AN AGRIVOLTAIC SOLAR PROJECT (GRAZING UNDER SOLAR) WAS EXPANDED. BEEKEEPER TRAINING AND PUBLIC SCHOOL CLASSES RESUMED,AND AMERICAN KESTREL PRESERVATION EXPANDED.
HISTORIC PRESERVATION: THE FOUNDATION DEMONSTRATES BEST HISTORIC PRESERVATION PRACTICES AND CONDUCTS EDUCATION PROGRAMS ABOUT THEM FOR SPECIAL INTEREST GROUPS, UNIVERSITY STUDENTS, AND THE GENERAL PUBLIC, USING THE DOZEN HISTORIC BUILDINGS (18TH AND 19TH CENTURIES) ABOVE GROUND AND THE ARCHAEOLOGICAL RESOURCES BEING PROTECTED UNDERGROUND. REHABILITATION OF AND REPAIRS TO HISTORIC BUILDINGS ARE USED NOT ONLY AS ACTIVE OPPORTUNITIES FOR DEMONSTRATIONS OF BEST PRACTICES AND APPROPRIATE TECHNOLOGIES, BUT ALSO TO CONDUCT FURTHER RESEARCH ON AND DOCUMENTATION OF THE BUILDINGS. IN 2021, SOCIAL MEDIA PROGRAMS WERE EXPANDED, TWO HISTORIC CESS PITS WERE IDENTIFIED AND DOCUMENTED. ON-SITE TOURS AND ARCHAEOLOGICAL FIELD WORK CONTINUED TO BE SUSPENDED DUE TO THE PANDEMIC. INVENTORYING OF ALL ARCHAEOLOGICAL REPORTS WAS SYSTEMATIZED. PREPARATION OF RENEWAL OF CONSERVATION RESERVE PROGRAMS ALONG CREEK AND WETLANDS.
HISTORY: THE FOUNDATION CONDUCTS RESEARCH AND EDUCATION PROGRAMS RELATED TO THE HISTORY OF THE FARM, ITS REGIONAL AND ECONOMIC TIES, AND THE PEOPLE WHO HAVE LIVED AND WORKED THERE. THE FOUNDATION MAINTAINS ARCHIVES OF FAMILY PAPERS RELATED TO THE FARM AND COLLECTIONS OF HISTORIC FURNISHINGS AND OBJECTS. THE LONG-TERM PHASE 1 ARCHAEOLOGY SURVEY PROGRAM MENTIONED ABOVE ALSO SUPPORTS THESE RESEARCH AND EDUCATION OBJECTIVES. IN 2021, A VIDEO WAS MADE FOR SCHOOL STUDENTS IN LIEU OF THE ANNUAL VISIT BY ALL COUNTY 4TH GRADERS TO ILLUSTRATE AND PROMOTE DISCUSSION ABOUT HISTORIC PRESERVATION, ARCHAEOLOGY, AND THE LIFE OF ENSLAVED PEOPLE ON PLANTATIONS. GENEALOGICAL RESEARCH ON OWNERS AND THEIR EXTENDED FAMILIES CONTINUED,A BASIS FOR INFORMATION ABOUT PEOPLE ENSLAVED AT CLERMONT AND DEVELOPING NEW MATERIAL FOR WEBSITE.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Robert W Stieg Jr CEO | Officer | 40 | $73,198 |
Doug Lawrence President | OfficerTrustee | 2 | $0 |
Norma Johnson Vice President | OfficerTrustee | 2 | $0 |
Tom Judge Secretary/treasurer | OfficerTrustee | 2 | $0 |
Clay Brumback Trustee | Trustee | 1 | $0 |
Chuck Bishop Trustee | Trustee | 1 | $0 |
Statement of Revenue | |
---|---|
Federated campaigns | $0 |
Membership dues | $0 |
Fundraising events | $0 |
Related organizations | $0 |
Government grants | $34,001 |
All other contributions, gifts, grants, and similar amounts not included above | $23,500 |
Noncash contributions included in lines 1a–1f | $0 |
Total Revenue from Contributions, Gifts, Grants & Similar | $57,501 |
Total Program Service Revenue | $21,077 |
Investment income | $52,619 |
Tax Exempt Bond Proceeds | $0 |
Royalties | $0 |
Net Rental Income | $0 |
Net Gain/Loss on Asset Sales | $107,435 |
Net Income from Fundraising Events | $0 |
Net Income from Gaming Activities | $0 |
Net Income from Sales of Inventory | $30,751 |
Miscellaneous Revenue | $0 |
Total Revenue | $269,383 |
Statement of Expenses | |
---|---|
Grants and other assistance to domestic organizations and domestic governments. | $0 |
Grants and other assistance to domestic individuals. | $0 |
Grants and other assistance to Foreign Orgs/Individuals | $0 |
Benefits paid to or for members | $0 |
Compensation of current officers, directors, key employees. | $111,851 |
Compensation of current officers, directors, key employees. | $32,939 |
Compensation to disqualified persons | $0 |
Other salaries and wages | $16,667 |
Pension plan accruals and contributions | $0 |
Other employee benefits | $0 |
Payroll taxes | $9,832 |
Fees for services: Management | $0 |
Fees for services: Legal | $0 |
Fees for services: Accounting | $10,950 |
Fees for services: Lobbying | $0 |
Fees for services: Fundraising | $0 |
Fees for services: Investment Management | $17,771 |
Fees for services: Other | $0 |
Advertising and promotion | $0 |
Office expenses | $3,626 |
Information technology | $3,606 |
Royalties | $0 |
Occupancy | $30,166 |
Travel | $0 |
Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
Conferences, conventions, and meetings | $0 |
Interest | $540 |
Payments to affiliates | $0 |
Depreciation, depletion, and amortization | $70,281 |
Insurance | $7,275 |
All other expenses | $27,965 |
Total functional expenses | $357,334 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $16,451 |
Savings and temporary cash investments | $11,234 |
Pledges and grants receivable | $37,266 |
Accounts receivable, net | $0 |
Loans from Officers, Directors, or Controlling Persons | $0 |
Loans from Disqualified Persons | $0 |
Notes and loans receivable | $0 |
Inventories for sale or use | $85,221 |
Prepaid expenses and deferred charges | $0 |
Net Land, buildings, and equipment | $1,301,925 |
Investments—publicly traded securities | $3,055,879 |
Investments—other securities | $0 |
Investments—program-related | $0 |
Intangible assets | $0 |
Other assets | $0 |
Total assets | $4,507,976 |
Accounts payable and accrued expenses | $16,019 |
Grants payable | $0 |
Deferred revenue | $0 |
Tax-exempt bond liabilities | $0 |
Escrow or custodial account liability | $0 |
Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
Secured mortgages and notes payable | $0 |
Unsecured mortgages and notes payable | $7,328 |
Other liabilities | $4,565 |
Total liabilities | $27,912 |
Net assets without donor restrictions | $4,480,064 |
Net assets with donor restrictions | $0 |
Capital stock or trust principal, or current funds | $0 |
Paid-in or capital surplus, or land, building, or equipment fund | $0 |
Retained earnings, endowment, accumulated income, or other funds | $0 |
Total liabilities and net assets/fund balances | $4,507,976 |
Organization Name | Assets | Revenue |
---|---|---|
National Trust For Historic Preservation In The United States Washington, DC | $455,813,133 | $75,204,166 |
Mount Vernon Ladies Association Of The Union Mount Vernon, VA | $342,045,360 | $38,819,933 |
National Society Of The Daughters Of The American Revolution Washington, DC | $207,089,115 | $26,508,264 |
Heritage South Community Cu Shelbyville, TN | $308,780,084 | $17,719,881 |
Hillwood Estate Museum & Gardens Washington, DC | $379,536,354 | $20,308,723 |
Bell Tower Green Inc Salisbury, NC | $2,054,412 | $2,539,569 |
Army Historical Foundation Inc Fort Belvoir, VA | $16,487,331 | $17,384,969 |
Virginia Historical Society Richmond, VA | $152,846,402 | $30,481,870 |
United States Foundation For The Commemoration Of The World Wars Arlington, VA | $17,191,453 | $4,408,831 |
Victims Of Communism Memorial Foundation Inc Washington, DC | $17,153,978 | $4,238,783 |
Us Navy Memorial Foundation Washington, DC | $3,731,955 | $5,647,232 |
Maryland Historical Society Baltimore, MD | $35,915,742 | $5,321,306 |