Long Branch Historic House and Farm
Public records show a registered, tax-exempt organization in good standing.
What it says it does
OUR PURPOSE IS TO PRESERVE AND UTILIZE THE ASSETS OF THE LONG BRANCH ESTATE FOR THE BENEFIT OF OUR LOCAL AND REGIONAL COMMUNITIES. THE HISTORIC HOUSE, ACTIVE EQUINE FARM AND SCENIC OPEN SPACE ALLOW US TO PROMOTE EDUCATION, ENVIRONMENTAL PRESERVATION AND HOST COMMUNITY EVENTS.
- Income
- $650,288
- Spending
- $536,304
- Spent on programs
- 58%
- Reserves
- 7.8 months of spending
- Largest source of income
- fees for its services, 56%
- Employees
- 7
- Highest pay
- $41,028, assistant tr
Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Financial health
Fair: 68 out of 100. Higher than 38% of charities in its peer group (arts and culture, $250k to $1m).
Reserves
28 of 35Spendable reserves would cover 7.8 months of spending.
Debt
2 of 20It owes 81% of what it owns.
Living within its means
15 of 15Income exceeded spending by 18% of income.
Income trend
15 of 15Income rose 17% on the year before.
Spending floor
8 of 1558% of spending went to programs and raising each dollar of donations cost 8 cents.
Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Governance
Strong: 91 out of 100. Higher than 79% of charities in its peer group (arts and culture, $250k to $1m).
Independent board
25 of 2513 of 13 voting board members are independent.
Conflict of interest policy
15 of 15Has a written conflict of interest policy.
Whistleblower policy
8 of 8Has a written whistleblower policy.
Record keeping policy
7 of 7Has a written policy on keeping and destroying records.
Board minutes
5 of 5Keeps minutes of board meetings.
Board sees the tax return
10 of 10Gave the board a copy of this return before filing it.
Pay set independently
5 of 5Sets its chief executive's pay through independent review and comparison.
Independent check of accounts
6 of 15Its accounts were not audited or reviewed by an independent accountant.
No reported misuse
10 of 10Reports no diversion of assets, excess benefits or loans to insiders.
Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Impact evidence
Describes programs. Its tax return describes what it does but we have found no measurable results in it.
Programs described in its return (2)
- $276,800 spent. A PRESERVED 400 ACRE FARM: THIS CULTURAL LANDSCAPE HAS BEEN SHAPED BY EUROPEAN HANDS FOR OVER 200 YEARS AND IS A TESTAMENT TO THE LIVES OF THOSE WHO HAVE GONE BEFORE. THE FARM, WHICH IS PROTECTED FROM FUTURE DEVELOPMENT BY A CONSERVATION EASEMENT, SERVES AS A REMINDER OF LONG BRANCH'S ONCE PROMINENT ROLE AS A MASSIVE PLANTATION. OUR HERD OF RETIRED HORSES HARKENS BACK TO OUR PROUD EQUINE HERITAGE. WITH MILES OF PUBLICALLY ACCESSIBLE ROADS AND 14 MILES OF FENCING, THE LANDSCAPE AND ITS HORSES IS AN ASSET TO CLARKE COUNTY AND CITIZENS WHO ENJOY OUR GROUNDS.
- $32,689 spent. HISTORIC LONG BRANCH OPERATES, MAINTAINS, AND ENGAGES THE GENERAL PUBLIC WITH ITS STUNNING CIRCA 1811 HISTORIC HOME. DESIGNED IN PART BY BENJAMIN HENRY LATROBE, THE ARCHITECT OF THE U.S. CAPITOL. THE STRUCTURE HAS BEEN HOME TO SOME OF THE MOST FAMOUS FAMILIES IN VIRGINIA'S LONG HISTORY AND HAS LONG BEEN REGARDED AS ONE OF THE MOST SPECTACULAR HOMES IN VIRGINIA'S SHENANDOAH VALLEY. THE HOUSE IS OPEN FOR TOURS AND IS AN ENVIRONMENT TO EDUCATE THE PRESENT GENERATION ABOUT OUR NATION'S PAST.
Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Legitimacy checks
Is it registered with the IRS? Passed.
Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.
Has the IRS revoked its tax-exempt status? Worth knowing.
Status was revoked on May 15, 2012 for not filing returns for three years, and reinstated on May 15, 2012.
Source: Automatic revocation of exemption list, Internal Revenue Service, file dated September 30, 2026.
Are donations tax-deductible? Passed.
On the IRS list of organizations eligible to receive tax-deductible contributions.
Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated September 10, 2026.
Is it keeping up with its IRS filings? Passed.
Most recent return on file covers the year ending December 2024.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.
How long has it been tax-exempt? Passed.
Recognized by the IRS since September 2014.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.
Is it in good standing with state regulators? Passed.
Not on California's list of charities barred from soliciting. Other states are not yet checked.
Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 7, 2026.
Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.