WILLIAM A HAZEL FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM A HAZEL FAMILY FOUNDATION (EIN 54-1977626)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-05
- IRS object ID
- 202211259349101211
- Schema version
- 2021v4.2
- 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
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Distribution From Corpus Election
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-05T10:52:25-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 541029635 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMPSON GREENSPON | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4035 RIDGE TOP RD SUITE 700 | AddressLine1Txt |
| City | FAIRFAX | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22030 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541977626 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM A HAZEL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O PARKWAY VENTURES LLC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 5402163829 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28 BLACKWELL PARK LANE 100 | AddressLine1Txt |
| City | WARRENTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20186 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAY B KEYSER | PersonNm |
| Person Title | SECRETARY/TREAS | PersonTitleTxt |
| Phone | 5402163829 | PhoneNum |
| Signature | 2022-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAY | PersonFirstNm |
| Person Last | KEYSER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC S FLETCHER CPA | PreparerPersonNm |
| PTIN | P00569529 | PTIN |
| Phone | 7033858888 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $22,152,537 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $10,400,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $281 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $281 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $99,167 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $99,167 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $811,891 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,237,347 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $811,891 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $11,311,339 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $911,339 | 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 |
| Accounting Fees Rev And Expnss | $2,169 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,169 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $24,587 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $24,587 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $153 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $153 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $775 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $775 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $27,684 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,515 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,169 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $357,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $357,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $384,784 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,515 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $359,269 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,926,555 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $885,824 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,035,297 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $789,902 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $789,902 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,989,529 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,207,732 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,806,271 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $119,223 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $13,072,970 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $15,556,364 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,144,049 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,070,604 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $22,152,537 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $6,144,049 | RetainedEarningBOYAmt |
| Retained Earning EOY | $17,070,604 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,144,049 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,070,604 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,144,049 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,070,604 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,144,049 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,926,555 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $17,070,604 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,070,604 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $287,625 | $309,658 | -$22,033 | -$22,033 | |
| PUBLICLY TRADED SECURITIES | $179,062 | $115,798 | $63,264 | $63,264 | |
| CAPITAL GAINS DIVIDENDS | $770,660 | $770,660 | $770,660 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $811,891 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,313 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,313 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,313 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,251 | 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 | $1,251 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $11,062 | TaxDueAmt |
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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VA | 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAY B KEYSER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5402163829 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28 BLACKWELL PARK LANE SUITE 100 | AddressLine1Txt |
| City | WARRENTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20186 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM A HAZEL JR | ||||||||
| 28 BLACKWELL PARK LN 100 | WARRENTON | VA | 20186 | DIRECTOR | 0.20 | $0 | $0 | $0 |
| RUTH HAZEL | ||||||||
| 28 BLACKWELL PARK LN 100 | WARRENTON | VA | 20186 | DIRECTOR | 0.20 | $0 | $0 | $0 |
| JEAN B HAZEL | ||||||||
| 28 BLACKWELL PARK LN 100 | WARRENTON | VA | 20186 | DIRECTOR & PRES | 0.20 | $0 | $0 | $0 |
| DAVID L HAZEL | ||||||||
| 28 BLACKWELL PARK LN 100 | WARRENTON | VA | 20186 | DIRECTOR | 0.20 | $0 | $0 | $0 |
| B DANIEL HAZEL | ||||||||
| 28 BLACKWELL PARK LN 100 | WARRENTON | VA | 20186 | DIRECTOR | 0.20 | $0 | $0 | $0 |
| JAY B KEYSER | ||||||||
| 28 BLACKWELL PARK LN 100 | WARRENTON | VA | 20186 | SECRETARY/TREAS | 1.00 | $0 | $0 | $0 |
| 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $16,440,252 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,904,992 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,345,244 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,345,244 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $275,179 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,070,065 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $903,503 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $903,503 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,313 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,313 | TotalTaxAmt |
| Distributable Before Adj | $891,190 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $891,190 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $891,190 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $359,269 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $359,269 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $891,190 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $356,535 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $359,269 | QualifyingDistributionsAmt |
| Applied To Year1 | $356,535 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,734 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $888,456 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FAUQUIER COUNTY 4-H | |||||||
| 24 PELHAM STREET | WARRENTON | VA | 20186 | NONE | PC | TO FURTHER CHARITABLE PURPOSE | $7,500 |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | |||||||
| 200 SEAPORT BLVD | BOSTON | MA | 02210 | NONE | PC | TO FURTHER CHARITABLE PURPOSE | $177,500 |
| HIGHLAND SCHOOL | |||||||
| 597 BROADVIEW AVENUE | WARRENTON | VA | 20186 | NONE | PC | TO FURTHER CHARITABLE PURPOSE | $12,500 |
| INOVA HEALTHCARE SERVICES | |||||||
| 8110 GATEHOUSE ROAD STE 400W | FALLS CHURCH | VA | 22042 | NONE | PC | TO FURTHER CHARITABLE PURPOSE | $15,000 |
| OPERATION SMILE | |||||||
| 3641 FACULTY BLVD | VIRGINIA BEACH | VA | 23453 | NONE | PC | TO FURTHER CHARITABLE PURPOSE | $3,100 |
| WARRENTON PRESBYTERIAN CHURCH | |||||||
| 91 MAIN STREET | WARRENTON | VA | 20186 | NONE | PC | TO FURTHER CHARITABLE PURPOSE | $12,500 |
| WINCHESTER EDUCATION FOUNDATION | |||||||
| 117 E PICCADILLY ST STE 100C | WINCHESTER | VA | 22601 | NONE | PC | TO FURTHER CHARITABLE PURPOSE | $10,000 |
| YOUTH FOR TOMORROW | |||||||
| 11835 HAZEL CIRCLE | BRISTOW | VA | 20136 | NONE | PC | TO FURTHER CHARITABLE PURPOSE | $37,500 |
| MENTAL HEALTH ASSOCIATION OF FAUQUIER COUNTY | |||||||
| 321 WALKER DRIVE | WARRENTON | VA | 20186 | NONE | PC | TO FURTHER CHARITABLE PURPOSE | $10,000 |
| THE VIRGINIA TECH FOUNDATION | |||||||
| 902 PRICES FORK RD | BLACKSBURG | VA | 24061 | NONE | PC | TO FURTHER CHARITABLE PURPOSE | $70,000 |
| NATIONAL CENTER FOR FAMILY PHILANTHROPY | |||||||
| 1667 K STREET NW 550 | WASHINGTON | DC | 20006 | NONE | PC | TO FURTHER CHARITABLE PURPOSE | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $357,100 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $281 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $99,167 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $811,891 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $911,339 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $911,339 | TotalIncomeProducingActyAmt |
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 |
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 | ELEANOR C HAZEL | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28 BLACKWELL PARK LANE NO 100 | AddressLine1Txt |
| City | WARRENTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20186 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,400,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING-990PF PREPARATION | CategoryTxt |
| Amt | $2,169 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,169 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | TAX YEAR END: 12/31/2013PURSUANT TO CODE SEC. 4942(H)(2) AND REG. SEC. 53.4942(A)-3(D)(2), WILLAM A. HAZEL FAMILY FOUNDATION ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS COMING FROM CORPUS. | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (79 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1064SH AMERICAN TOWER CORP | $85,987 | $311,220 |
| 2100SH APPLE, INC. | $170,022 | $1,491,588 |
| ALPHABET INC CLASS C | $124,341 | $219,912 |
| CHARTER COMMUNICATIONS INC | $30,383 | $33,902 |
| META PLATFORMS INC | $91,015 | $122,767 |
| AMAZON | $108,651 | $153,379 |
| APTIV PLC | $49,639 | $54,433 |
| HILTON WORLDWIDE HOLDINGS | $41,872 | $56,156 |
| HOME DEPOT | $15,095 | $29,050 |
| MERCADOLIBRE INC | $17,057 | $14,832 |
| NIKE INC | $53,825 | $83,335 |
| ROSS STORES INC | $39,234 | $38,855 |
| PEPSICO | $46,975 | $62,535 |
| CONOCOPHILLIPS | $41,146 | $57,022 |
| PIONEER NATURAL RESOURCES | $23,839 | $27,282 |
| AON PLC | $19,094 | $24,946 |
| BANK OF AMERICA CORP | $75,364 | $93,206 |
| BLACKSTONE INC | $44,122 | $77,634 |
| CITIGROUP INC | $40,121 | $36,837 |
| JPMORGAN CHASE & CO | $53,002 | $53,839 |
| MSCI INC | $27,873 | $39,212 |
| S&P GLOBAL INC | $39,626 | $51,440 |
| SCHWAB CHARLES CORP NEW | $52,405 | $71,485 |
| CATALENT INC | $26,011 | $31,367 |
| DANAHER CORP | $37,636 | $70,737 |
| IQVIA HOLDINGS INC | $68,802 | $105,802 |
| THERMO FISHER SCIENTIFIC | $38,168 | $74,730 |
| UNITEDHEALTH GROUP | $56,287 | $85,363 |
| ZOETIS INC | $34,213 | $68,328 |
| CINTAS CORP | $26,461 | $42,101 |
| EATON CORP PLC | $50,493 | $60,487 |
| NORTHROP GRUMMAN CORP | $46,690 | $49,544 |
| UNION PACIFIC CORP | $48,300 | $56,684 |
| ADOBE INC | $43,102 | $51,035 |
| AMPHENOL CORP | $31,780 | $47,228 |
| APPLE INC | $107,101 | $204,205 |
| MICROSOFT CORP | $145,438 | $272,419 |
| NVIDIA CORP | $24,247 | $24,705 |
| SERVICE NOW INC | $24,690 | $40,893 |
| TEXAS INSTRUMENTS INC | $64,939 | $79,157 |
| VISA INC | $95,021 | $114,856 |
| AIR PRODUCTS CHEMICALS | $31,087 | $35,902 |
| VULCAN MATERIALS | $50,592 | $56,046 |
| AMERICAN TOWER CORP | $62,942 | $79,560 |
| AMEREN CORP | $26,582 | $31,153 |
| AMERICAN WATER WORKS CO | $19,141 | $30,217 |
| SEA LTD ADR | $19,683 | $33,556 |
| LVMH MOET HENNESSY VUITTON | $41,012 | $57,638 |
| SAFRAN SA | $39,794 | $35,361 |
| ASML HOLDING | $44,945 | $62,432 |
| MATCH GROUP INC | $27,719 | $25,788 |
| ADVANCE AUTO PARTS | $26,762 | $33,583 |
| BURLINGTON STORES INC | $25,257 | $24,486 |
| DOLLARAMA INC | $30,166 | $34,760 |
| DOMINOS PIZZA | $14,036 | $19,751 |
| EXPEDIA GROUP INC | $17,264 | $18,975 |
| WYNDHAM HOTELS & RESORTS | $13,516 | $17,033 |
| US FOODS HOLDING CORP | $32,544 | $30,824 |
| NASDAQ INC | $23,255 | $31,501 |
| COOPER COS INC | $30,367 | $32,677 |
| LAB CORP OF AMER HLDGS NEW | $16,004 | $19,795 |
| STERIS PLC | $22,027 | $26,775 |
| TELEFLEX INC | $27,927 | $22,665 |
| CARLISLE COS | $18,674 | $23,571 |
| DOVER CORP | $19,793 | $25,424 |
| EQUIFAX INC | $20,004 | $31,914 |
| HEICO CORP | $8,122 | $9,374 |
| IAA INC | $21,487 | $19,235 |
| LINCOLN ELEC HLDG | $20,005 | $20,920 |
| SMITH A O CORP | $14,511 | $18,028 |
| ANSYS INC | $20,690 | $24,067 |
| ASPEN TECHNOLOGY | $18,877 | $19,786 |
| CDW CORP | $25,772 | $30,717 |
| NICE LTD | $20,432 | $27,324 |
| PAYCOM SOFTWARE INC | $19,598 | $22,005 |
| SS&C TECHNOLOGIES HOLDINGS | $17,512 | $20,495 |
| SYNOPSYS | $18,804 | $28,743 |
| WEX INC | $23,509 | $15,442 |
| JONES LANG LASALLE INC | $17,253 | $24,240 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIDELITY CONTRAFUND | AT COST | $1,506,010 | $1,654,425 |
| ARKE FOCUS FUND INSTITUTIONAL | AT COST | $4,786,787 | $6,537,444 |
| OW SMALL & MIDCAP STRAT FD | AT COST | $1,849,465 | $1,843,874 |
| OW CREDIT INCOME FUND | AT COST | $61,643 | $62,182 |
| OW LARGE CAP STRATEGIES FD | AT COST | $4,735,634 | $5,260,709 |
| AMERICAN CAPITAL WORLD GROWTH & INC | AT COST | $133,431 | $197,730 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXPENSES | Desc |
| Revenue And Expenses Per Books | $775 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $775 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT EXPENSE | CategoryTxt |
| Amt | $24,587 | Amt |
| Net Investment Income | $24,587 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX ON INVESTMENT INCOME | CategoryTxt |
| Amt | $153 | Amt |
| Net Investment Income | $153 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |