HAYDEN HARMEN FOUNDATION LTD: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HAYDEN HARMEN FOUNDATION LTD (EIN 13-4196155)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-11
- IRS object ID
- 202301319349102445
- Schema version
- 2022v5.0
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-11T14:19:26-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4622 PENNSYLVANIA AVE STE 1100 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134196155 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HAYDEN HARMAN FOUNDATION LTD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HAYD | BusinessNameControlTxt |
| Phone | 6177378255 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO FULLER ESQ 116 KRAFT AVENUE | AddressLine1Txt |
| City | BRONXVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 107084134 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HAYDEN HARMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6177378255 | PhoneNum |
| Signature | 2023-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HAYDEN | PersonFirstNm |
| Person Last | HARMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN ENSMINGER | PreparerPersonNm |
| PTIN | P01310558 | PTIN |
| Phone | 8167533000 | PhoneNum |
| Preparation | 2023-05-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $1,327,140 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $25,648 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,386 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,370 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $259,648 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $19,370 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $45,018 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $44,756 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $750 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $750 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,850 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,149 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,149 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,098 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $40,250 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $20,125 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $20,125 | OccupancyDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $49,097 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,874 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $20,125 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $186,116 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $186,116 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $235,213 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,874 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $206,241 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$190,195 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $18,882 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $83,192 | CashBOYAmt |
| Cash EOY | $39,232 | CashEOYAmt |
| Cash EOYFMV | $39,232 | CashEOYFMVAmt |
| Corporate Stock BOY | $786,845 | CorporateStockBOYAmt |
| Corporate Stock EOY | $693,987 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,287,908 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $870,037 | TotalAssetsBOYAmt |
| Total Assets EOY | $733,219 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,327,140 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,000 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,000 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $788,240 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $788,240 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $80,797 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$56,021 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $870,037 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $733,219 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $870,037 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $733,219 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $870,037 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$190,195 | ExcessRevenueOverExpensesAmt |
| Other Increases | $53,377 | OtherIncreasesAmt |
| Subtotal | $733,219 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $733,219 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| EBAY INC | 2021-01-20 | 2022-02-25 | $81,151 | $85,091 | -$3,940 | -$3,940 |
| 3M COMPANY | 2016-02-05 | 2022-08-08 | $37,007 | $38,354 | -$1,347 | -$1,347 |
| 3M COMPANY | 2017-01-11 | 2022-08-08 | $22,204 | $26,812 | -$4,608 | -$4,608 |
| EMBECTA CORP | 2013-12-30 | 2022-08-08 | $998 | $417 | $581 | $581 |
| FRANKLIN RESOURCES INC | 2020-08-11 | 2022-08-08 | $83,725 | $69,006 | $14,719 | $14,719 |
| MCKESSON CORP | 2021-09-08 | 2022-08-08 | $34,563 | $20,598 | $13,965 | $13,965 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,370 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $262 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $262 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $262 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,010 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,010 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,748 | OverpaymentAmt |
| Applied To ES Tax | $1,748 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | HAYDEN K HARMAN | IndividualWithBooksNm |
| Phone | 6177378259 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 425 BOYLSTON STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HAYDEN K HARMAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 425 BOYLSTON STREET 4TH FL | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.10 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,532,765 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $86,022 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,618,787 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,618,787 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,282 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,594,505 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $79,725 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $79,725 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $262 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $262 | TotalTaxAmt |
| Distributable Before Adj | $79,463 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $79,463 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $79,463 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $206,241 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $206,241 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $79,463 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $91,550 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $89,150 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $83,851 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $128,756 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $110,069 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $503,376 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $206,241 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $79,463 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $126,778 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $630,154 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $91,550 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $538,604 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $89,150 | ExcessFromYear4Amt |
| Excess From Year3 | $83,851 | ExcessFromYear3Amt |
| Excess From Year2 | $128,756 | ExcessFromYear2Amt |
| Excess From Year1 | $110,069 | ExcessFromYear1Amt |
| Excess From Current Year | $126,778 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CAPITAL CARING (MARK MCCONN MEMORIAL) | ||||||||
| 3180 FAIRVIEW PARK SUITE 500 | FALLS CHURCH | VA | 22042 | NONE | PC | GRANT IN SUPPORT OF THE ORGANIZATION'S ONGOING OPERATIONS. | $250 | |
| CENTRAL PARK CONSEVANCY | ||||||||
| 14 E 60TH ST 8TH FL | NEW YORK | NY | 10022 | NONE | PC | GRANT IN SUPPORT OF THE ORGANIZATION'S ONGOING OPERATIONS. | $20,237 | |
| FDNY FOUNDATION | ||||||||
| 9 METROTECH CENTER 5E-10 | BROOKLYN | NY | 11201 | NONE | PC | GRANT IN SUPPORT OF THE ORGANIZATION'S ONGOING OPERATIONS. | $10,196 | |
| FLATIRON 23RD STREET PARTNERSHIP | ||||||||
| 230 5TH AVE NEW YORK CITY NY 10001 | NEW YORK | NY | 10001 | NONE | PC | GRANT IN SUPPORT OF THE ORGANIZATION'S ONGOING OPERATIONS. | $10,000 | UNITED STATES |
| MADISON SQUARE CONSERVANCY | ||||||||
| ELEVEN MADISON AVENUE 15TH | NEW YORK | NY | 10010 | NONE | PC | GRANT IN SUPPORT OF THE ORGANIZATION'S ONGOING OPERATIONS. | $3,000 | |
| MADISON SQUARE PARK | ||||||||
| ELEVEN MADISON AVENUE 15TH FLOOR | NEW YORK | NY | 10010 | NONE | PC | GRANT IN SUPPORT OF THE ORGANIZATION'S ONGOING OPERATIONS. | $20,237 | NEW YORK NY 10010 USA |
| MAKE A WISH HUDSON VALLEY | ||||||||
| THE WISH HOUSE 832 S BROADWAY | TARRYTOWN | NY | 10591 | NONE | PC | GRANT IN SUPPORT OF THE ORGANIZATION'S ONGOING OPERATIONS. | $1,000 | |
| MILLERTON YOUTH BASEBALL LEAGUE | ||||||||
| 160 RUDD POND RD | MILLERTON | NY | 12546 | NONE | PC | GRANT IN SUPPORT OF THE ORGANIZATION'S ONGOING OPERATIONS. | $1,000 | |
| NORTH EAST COMMUNITY CENTER | ||||||||
| BOX 35 SOUTH CENTER ST | MILLERTON | NY | 12546 | NONE | PC | GRANT IN SUPPORT OF THE ORGANIZATION'S ONGOING OPERATIONS. | $25,000 | |
| NORTH EAST HISTORICAL SOCIETY | ||||||||
| PO BOX 483 | NORTH EAST | PA | 16428 | NONE | PC | GRANT IN SUPPORT OF THE ORGANIZATION'S ONGOING OPERATIONS. | $5,000 | |
| NYC POLICE FOUNDATION | ||||||||
| 555 FIFTH AVENUE 15TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | GRANT IN SUPPORT OF THE ORGANIZATION'S ONGOING OPERATIONS. | $10,196 | |
| THE COMMUNITY FOUNDATION OF THE HUDSON VALLEY | ||||||||
| 25 VAN WAGNER ROAD | POUGHKEEPSIE | NY | 12603 | NONE | PC | GRANT IN SUPPORT OF THE ORGANIZATION'S ONGOING OPERATIONS. | $30,000 | |
| UNISEF USA | ||||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | PC | GRANT IN SUPPORT OF THE ORGANIZATION'S ONGOING OPERATIONS. | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $186,116 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,648 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $19,370 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $45,018 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $45,018 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | THE FOUNDATION INVESTS FUNDS ACCORDING TO THE RISK PROFILE OF THE FOUNDATION TO ENHANCE THE ASSETS AVAILABLE TO EXECUTE ON THE MISSION |
| 8 | THE FOUNDATION INVESTS FUNDS ACCORDING TO THE RISK PROFILE OF THE FOUNDATION TO ENHANCE THE ASSETS AVAILABLE TO EXECUTE ON THE MISSION |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,850 | Amt |
| Net Investment Income | $3,850 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMAZON COM INC | $69,476 | $42,000 |
| APPLE INC | $68,023 | $425,391 |
| BANK OF NEW YORK MELLON CORP | $57,971 | $68,280 |
| BECTON DICKINSON & CO | $17,759 | $41,959 |
| BLACKSTONE GROUP INC | $46,322 | $148,380 |
| FEDEX CORP | $95,397 | $69,280 |
| JOHNSON & JOHNSON | $63,468 | $105,990 |
| JP MORGAN CHASE & CO | $63,204 | $93,870 |
| MCKESSON CORP | $61,793 | $112,536 |
| T ROWE PRICE GROUP INC | $89,390 | $76,342 |
| VISA INC CL A | $61,184 | $103,880 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $750 | LegalFeesAmt |
| Net Investment Income | $750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCREASE IN NET ASSETS | Desc |
| Amt | $53,377 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SERVICE FEES | CategoryTxt |
| Amt | $1,149 | Amt |
| Net Investment Income | $1,149 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $3,098 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |