HALFF WINDHAM FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HALFF WINDHAM FOUNDATION (EIN 83-2365293)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-04-04
- IRS object ID
- 202420959349101107
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-04T15:27:22-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 832365293 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Halff Windham Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | HALF | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | lawrence halff | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2024-03-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | lawrence | PersonFirstNm |
| Person Last | halff | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,802,937 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $848,890 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,422 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,422 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $28,103 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,603 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$8,094 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $99,333 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $871,321 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $28,025 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $11,547 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,547 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $223 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $18 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $11,935 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11,927 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $23,705 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,573 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,927 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $115,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $115,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $138,705 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,573 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $126,927 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $732,616 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,452 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $456,714 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $222,029 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $222,029 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $59,704 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $326,777 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $324,591 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,218,541 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,918,769 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,256,317 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,734,959 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,467,575 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,802,937 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,734,959 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,467,575 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,734,959 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,467,575 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,734,959 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,467,575 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,734,959 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $732,616 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,467,575 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,467,575 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $99,333 | GrossSalesPriceAmt |
| Cost Or Other Basis | $100,420 | CostOrOtherBasisAmt |
| Gain Or Loss | -$1,087 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$1,087 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,087 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $229 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $229 | SubtotalAmt |
| Tax Based On Investment Income | $229 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $229 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Lawrence Halff | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres, Treas | 1.0 | $0 | $0 | $0 |
| Charles R Windham | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Sec | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,838,785 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $264,318 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,103,103 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,103,103 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,547 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,071,556 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $103,578 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $103,578 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $229 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $229 | TotalTaxAmt |
| Distributable Before Adj | $103,349 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $103,349 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $103,349 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $126,927 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $126,927 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $103,349 | DistributableAsAdjustedAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Excess Distribution Cyov Yr4 | $37,184 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $26,328 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $10,630 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $72,852 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $146,994 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $126,927 | QualifyingDistributionsAmt |
| Applied To Current Year | $103,349 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $23,578 | RemainingDistriFromCorpusAmt |
| Total Corpus | $170,572 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $170,572 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $37,184 | ExcessFromYear4Amt |
| Excess From Year3 | $26,328 | ExcessFromYear3Amt |
| Excess From Year2 | $10,630 | ExcessFromYear2Amt |
| Excess From Year1 | $72,852 | ExcessFromYear1Amt |
| Excess From Current Year | $23,578 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CENTRAL CONNECTICUT COAST YOUNG MENS CHRISTIAN ASS | |||||||
| 1240 CHAPEL ST | NEW HAVEN | CT | 06511 | N/A | PC | General & Unrestricted | $5,000 |
| MEALS ON WHEELS OF SAN FRANCISCO INC | |||||||
| 2142 JERROLD AVE | SAN FRANCISCO | CA | 94124 | N/A | PC | Capital Campaign | $10,000 |
| METROPOLITAN OPERA ASSOCIATION INC | |||||||
| 30 LINCOLN CENTER PLZ | NEW YORK | NY | 10023 | N/A | PC | Access Opera | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $115,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,422 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,103 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$8,094 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $22,431 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $22,431 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | The Lawrence A Halff Living Trust | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Lawrence Halff 26 Allston Way | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94127 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $848,890 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (10 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | AMAZON COM AMZN, 600 sh. | $87,639 | 2023-12-06 |
| 1 | ALPHABET INC CL C GOOG, 200 sh. | $26,462 | 2023-12-06 |
| 1 | ADOBE SYSTEMS, INC ADBE, 75 sh. | $45,113 | 2023-12-06 |
| 1 | BERKSHIRE HATHAWAY INC. CLASS B BRK-B, 75 sh. | $26,600 | 2023-12-06 |
| 1 | THE BLACKSTONE GROUP INC CL A BX, 200 sh. | $22,834 | 2023-12-06 |
| 1 | COSTCO WHOLESALE CORPORATION COST, 50 sh. | $30,309 | 2023-12-06 |
| 1 | CATERPILLAR INC CAT, 100 sh. | $25,829 | 2023-12-06 |
| 1 | JP MORGAN CHASE JPM, 150 sh. | $23,642 | 2023-12-06 |
| 1 | MICROSOFT CORP MSFT, 75 sh. | $27,833 | 2023-12-06 |
| 1 | SPDR S&P 500 ETF TRUST SPY, 400 sh. | $182,630 | 2023-12-06 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (24 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC | $25,883 | $35,091 |
| ADOBE SYSTEMS, INC | $58,928 | $74,575 |
| ALPHABET INC CL C | $167,519 | $211,395 |
| AMAZON COM | $135,661 | $151,940 |
| BERKSHIRE HATHAWAY INC. CLASS | $152,058 | $169,414 |
| BLACKROCK INC | $20,013 | $32,472 |
| BRISTOL-MYERS SQUIBB CO | $43,169 | $33,865 |
| CANADIAN PACIFIC RAILWAY LTD | $39,353 | $39,530 |
| CATERPILLAR INC | $50,499 | $73,918 |
| COSTCO WHOLESALE CORPORATION | $42,192 | $49,506 |
| ELEVANCE HEALTH INC | $22,894 | $23,578 |
| JP MORGAN CHASE | $23,642 | $25,515 |
| MARRIOTT INTERNATIONAL INC. CL | $17,598 | $28,189 |
| MICROSOFT CORP | $57,209 | $75,208 |
| MORGAN STANLEY 6.5% DP SH PFD | $50,536 | $52,340 |
| PEPSICO INC | $72,694 | $76,428 |
| SPDR S&P 500 ETF TRUST | $558,949 | $665,433 |
| TESLA MOTORS INC | $8,693 | $12,424 |
| THE BLACKSTONE GROUP INC CL A | $22,834 | $26,184 |
| VANGUARD DIVIDEND APPRECIATION | $219,517 | $255,599 |
| VANGUARD ENERGY ETF | $24,888 | $23,456 |
| VANGUARD FTSE EMERGING MARKETS | $39,787 | $41,100 |
| VISA INC | $35,699 | $52,070 |
| WALT DISNEY HOLDINGS CO | $28,554 | $27,087 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $267,073 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $273,375 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $59,704 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $51,216 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $11,302 | $11,302 | |
| Bank Charges | $8 | $8 | |
| Foundation Dues & Memberships | $500 | $500 | |
| State or Local Filing Fees | $125 | $125 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $11,547 | Amt |
| Net Investment Income | $11,547 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Excise Tax for 2022 | $205 | |
| Foreign Tax Paid | $18 | $18 |