THE HANLEY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE HANLEY FOUNDATION (EIN 52-2204367)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-04-28
- IRS object ID
- 202111189349101316
- Schema version
- 2020v4.1
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-28T11:17:26-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8219 LEESBURG PIKE SUITE 800 | AddressLine1Txt |
| City | TYSONS | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22182 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522204367 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HANLEY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HANL | BusinessNameControlTxt |
| Phone | 2027505530 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1228 31ST STREET NW 2ND FLOOR | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20007 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL HANLEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2027505530 | PhoneNum |
| Signature | 2021-04-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL | PersonFirstNm |
| Person Last | HANLEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAIME LAWSON | PreparerPersonNm |
| PTIN | P01327130 | PTIN |
| Phone | 7039238300 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
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 | 2020 | 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 | $8,636,569 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $150,577 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $150,577 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $87,930 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,075,702 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $87,930 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $238,507 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $238,507 | 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 | $4,550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,275 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,275 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,128 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,128 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $13,875 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $13,875 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,796 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,445 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $351 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $27,349 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,848 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,501 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $475,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $475,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $502,849 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,848 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $492,001 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$264,342 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $227,659 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $32,498 | CashBOYAmt |
| Cash EOY | $13,170 | CashEOYAmt |
| Cash EOYFMV | $13,170 | CashEOYFMVAmt |
| Corporate Stock BOY | $4,558,459 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,329,907 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,891,299 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,633,973 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,617,511 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,732,100 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $7,224,930 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,960,588 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,636,569 | 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 | $7,224,930 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,960,588 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,224,930 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,960,588 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,224,930 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,960,588 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,224,930 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$264,342 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,960,588 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,960,588 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| RMB SMID CAP FUND | 2009-09-18 | 2020-12-30 | $24,782 | $18,630 | $6,152 | $6,152 | |
| T ROWE PRICE NEW ERA FUND INC | 2020-12-15 | 2020-12-30 | $8,520 | $8,499 | $21 | $21 | |
| T ROWE PRICE NEW ERA FUND INC | 2009-11-11 | 2020-12-30 | $151,877 | $205,478 | -$53,601 | -$53,601 | |
| T ROWE PRICE NEW ERA FUND INC | 2009-12-15 | 2020-12-30 | $2,800 | $3,665 | -$865 | -$865 | |
| T ROWE PRICE NEW ERA FUND INC | 2011-12-15 | 2020-12-30 | $12,058 | $14,812 | -$2,754 | -$2,754 | |
| T ROWE PRICE NEW ERA FUND INC | 2012-12-17 | 2020-12-30 | $10,427 | $13,255 | -$2,828 | -$2,828 | |
| T ROWE PRICE NEW ERA FUND INC | 2013-12-16 | 2020-12-30 | $22,916 | $29,881 | -$6,965 | -$6,965 | |
| T ROWE PRICE NEW ERA FUND INC | 2014-12-15 | 2020-12-30 | $46,378 | $45,654 | $724 | $724 | |
| T ROWE PRICE NEW ERA FUND INC | 2015-11-19 | 2020-12-30 | $53,540 | $50,000 | $3,540 | $3,540 | |
| T ROWE PRICE NEW ERA FUND INC | 2015-12-15 | 2020-12-30 | $9,086 | $7,743 | $1,343 | $1,343 | |
| T ROWE PRICE NEW ERA FUND INC | 2016-12-15 | 2020-12-30 | $3,978 | $4,103 | -$125 | -$125 | |
| T ROWE PRICE NEW ERA FUND INC | 2017-12-15 | 2020-12-30 | $6,226 | $6,668 | -$442 | -$442 | |
| T ROWE PRICE NEW ERA FUND INC | 2018-12-14 | 2020-12-30 | $5,284 | $5,026 | $258 | $258 | |
| T ROWE PRICE NEW ERA FUND INC | 2019-12-16 | 2020-12-30 | $7,313 | $7,512 | -$199 | -$199 | |
| VANGUARD BD IDX FD | 2014-11-26 | 2020-12-30 | $600,000 | $562,791 | $37,209 | $37,209 | |
| T ROWE PRICE NEW ERA FUND INC | 2010-12-15 | 2020-12-30 | $2,645 | $4,055 | -$1,410 | -$1,410 | |
| CAPITAL GAINS DIVIDENDS | $107,872 | $107,872 | $107,872 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $87,930 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,164 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,164 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,164 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,771 | 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 | $6,771 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,607 | OverpaymentAmt |
| Applied To ES Tax | $3,607 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| 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 | ELLEN MCMACKIN | IndividualWithBooksNm |
| Phone | 2027505530 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1228 31ST STREET NW 2ND FLOOR | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20007 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL J HANLEY | ||||||||
| 1228 31ST STREET NW 2ND FLOOR | WASHINGTON | DC | 20007 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| KATHRYN J HANLEY | ||||||||
| 1228 31ST STREET NW 2ND FLOOR | WASHINGTON | DC | 20007 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| ELLEN MCMACKIN | ||||||||
| 1228 31ST STREET NW 2ND FLOOR | WASHINGTON | DC | 20007 | SECRETARY | 0.00 | $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 |
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 | $7,349,441 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $396,147 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,745,588 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,745,588 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $116,184 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,629,404 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $381,470 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $381,470 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,164 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,164 | TotalTaxAmt |
| Distributable Before Adj | $378,306 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $378,306 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $378,306 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $492,001 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $492,001 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $492,001 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $378,306 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $63,776 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $115,133 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $83,749 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $75,641 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $26,527 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $364,826 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $492,001 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $378,306 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $113,695 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $478,521 | 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 | $63,776 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $414,745 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $115,133 | ExcessFromYear4Amt |
| Excess From Year3 | $83,749 | ExcessFromYear3Amt |
| Excess From Year2 | $75,641 | ExcessFromYear2Amt |
| Excess From Year1 | $26,527 | ExcessFromYear1Amt |
| Excess From Current Year | $113,695 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ACADIA CENTER | |||||||
| 8 SUMMER STREET PO BOX 583 | ROCKPORT | ME | 04856 | PC | TO FULFILL THE CHARITABLE PURPOSE | $5,000 | |
| ACCION LATINA | |||||||
| 2958 24TH STREET | SAN FRANCISCO | CA | 94110 | PC | TO FULFILL THE CHARITABLE PURPOSE | $5,000 | |
| BARREL BAG | |||||||
| 906 VERNAL AVENUE | MILL VALLEY | CA | 94941 | PC | TO FULFILL THE CHARITABLE PURPOSE | $1,000 | |
| BOLINAS COMMUNITY LAND TRUST | |||||||
| PO BOX 805 | BOLINAS | CA | 94924 | PC | TO FULFILL THE CHARITABLE PURPOSE | $2,000 | |
| BOYS AND GIRLS CLUB OF GREATER WASHINGTON | |||||||
| 4103 BENNING ROAD NE | WASHINGTON | DC | 20019 | PC | TO FULFILL THE CHARITABLE PURPOSE | $60,500 | |
| BULLIS SCHOOL | |||||||
| 10601 FALLS ROAD | POTOMAC | MD | 20854 | PC | TO FULFILL THE CHARITABLE PURPOSE | $500 | |
| CAPITAL PARTNERS FOR EDUCATION | |||||||
| 1413 K STREET NW 3RD FLOOR | WASHINGTON | DC | 20005 | PC | TO FULFILL THE CHARITABLE PURPOSE | $90,000 | |
| CHESAPEAKE BAY FOUNDATION | |||||||
| 6 HERNDON AVENUE | ANNAPOLIS | MD | 21403 | PC | TO FULFILL THE CHARITABLE PURPOSE | $50,000 | |
| DC CENTRAL KITCHEN | |||||||
| C/O ACCOUNTS PAYABLE PO BOX 417406 | BOSTON | MA | 022417406 | PC | TO FULFILL THE CHARITABLE PURPOSE | $1,000 | |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | PC | TO FULFILL THE CHARITABLE PURPOSE | $4,000 | |
| FAMILY DOG RESCUE | |||||||
| PO BOX 41077 | SAN FRANCISCO | CA | 941400177 | PC | TO FULFILL THE CHARITABLE PURPOSE | $1,000 | |
| FRIENDSHIP PLACE | |||||||
| 4713 WISCONSIN AVENUE NW | WASHINGTON | DC | 20016 | PC | TO FULFILL THE CHARITABLE PURPOSE | $60,000 | |
| GRATITUDE CENTER | |||||||
| 2228 LAWTON STREET | SAN FRANCISCO | CA | 94112 | PC | TO FULFILL THE CHARITABLE PURPOSE | $15,000 | |
| GROW SOME GOOD | |||||||
| 1215 S KIHEI ROAD SUITE O 1047 | KIHEI | HI | 96753 | PC | TO FULFILL THE CHARITABLE PURPOSE | $1,000 | |
| INNER CITYINNER CHILD - DUMBARTON SERIES | |||||||
| 3133 DUMBARTON STREET NW | WASHINGTON | DC | 20007 | PC | TO FULFILL THE CHARITABLE PURPOSE | $10,000 | |
| INTERNATIONAL WOMEN'S HEALTH COALITION | |||||||
| 333 SEVENTH AVENUE 6TH FLOOR | NEW YORK | NY | 100015004 | PC | TO FULFILL THE CHARITABLE PURPOSE | $3,000 | |
| LA CLINICA DE LA RAZA | |||||||
| PO BOX 17054 | OAKLAND | CA | 94601 | PC | TO FULFILL THE CHARITABLE PURPOSE | $5,000 | |
| MANA'O RADIO | |||||||
| PO BOX 2203 | WAILUKU | HI | 96793 | PC | TO FULFILL THE CHARITABLE PURPOSE | $500 | |
| MARTHA'S TABLE | |||||||
| 2375 ELVANS ROAD SE | WASHINGTON | DC | 20020 | PC | TO FULFILL THE CHARITABLE PURPOSE | $30,000 | |
| MAUI FOOD BANK | |||||||
| 760 KOLU STREET | WAILUKU | HI | 96793 | PC | TO FULFILL THE CHARITABLE PURPOSE | $500 | |
| MAUI HULIAU FOUNDATION | |||||||
| PO BOX 977 | HAIKU | HI | 96708 | PC | TO FULFILL THE CHARITABLE PURPOSE | $2,000 | |
| MAUI HUMANE SOCIETY | |||||||
| PO BOX 1047 | PUUNENE | HI | 96784 | PC | TO FULFILL THE CHARITABLE PURPOSE | $500 | |
| MIDDLESEX SCHOOL | |||||||
| 1400 LOWELL ROAD | CONCORD | MA | 01742 | PC | TO FULFILL THE CHARITABLE PURPOSE | $1,000 | |
| NA KOA MANU CONSERVATION | |||||||
| C/O DAN EISENBERG EAST MAUI | MAKAWAO | HI | 96768 | PC | TO FULFILL THE CHARITABLE PURPOSE | $1,000 | WATERSHED PARTNERSHIP POB 431 |
| NATIONAL CAPITAL POISON CENTER | |||||||
| 3201 NEW MEXICO AVE NW | WASHINGTON | DC | 20016 | PC | TO FULFILL THE CHARITABLE PURPOSE | $500 | |
| NEGOTIATION WORKS | |||||||
| 4532 RENO ROAD NW | WASHINGTON | DC | 20008 | PC | TO FULFILL THE CHARITABLE PURPOSE | $5,000 | |
| OCEANA | |||||||
| ATTN DONATION SERVICES 1350 | WASHINGTON | DC | 20036 | PC | TO FULFILL THE CHARITABLE PURPOSE | $2,000 | CONNECTICUT AVENUE NW 5TH FLOOR |
| OMPRAKASH FOUNDATION | |||||||
| 2311 N 45TH STREET | SEATTLE | WA | 98103 | PC | TO FULFILL THE CHARITABLE PURPOSE | $3,000 | |
| PA'IA YOUTH AND CULTURAL CENTER | |||||||
| PO BOX 790999 | PAIA | HI | 967790999 | PC | TO FULFILL THE CHARITABLE PURPOSE | $500 | |
| RAINFOREST FOUNDATION | |||||||
| PO BOX 26908 | BROOKLYN | NY | 11202 | PC | TO FULFILL THE CHARITABLE PURPOSE | $2,000 | |
| ROOTS AND BRANCHES CONSERVANCY | |||||||
| 331 CARRERRA DRIVE | MILL VALLEY | CA | 94941 | PC | TO FULFILL THE CHARITABLE PURPOSE | $1,000 | |
| SAN FRANCISCO FOOD BANK | |||||||
| 900 PENNSYLVANIA AVENUE | SAN FRANCISCO | CA | 94107 | PC | TO FULFILL THE CHARITABLE PURPOSE | $2,000 | |
| SIERRA CLUB FOUNDATION MAUI GROUP | |||||||
| PO BOX 791180 | PAIA | HI | 96779 | PC | TO FULFILL THE CHARITABLE PURPOSE | $2,000 | |
| SIERRA CLUB FOUNDATION | |||||||
| 2101 WEBSTER STREET SUITE 1250 | OAKLAND | CA | 94612 | PC | TO FULFILL THE CHARITABLE PURPOSE | $1,500 | |
| SURFRIDER FOUNDATION | |||||||
| PO BOX 628 | STINSON BEACH | CA | 94970 | PC | TO FULFILL THE CHARITABLE PURPOSE | $1,000 | |
| THE CHILDREN'S LAW CENTER | |||||||
| 501 3RD STREET NW 8TH FLOOR | WASHINGTON | DC | 20001 | PC | TO FULFILL THE CHARITABLE PURPOSE | $10,000 | |
| THE EDIBLE SCHOOLYARD NYC | |||||||
| 20 JAY STREET SUITE M9 | BROOKLYN | NY | 11201 | PC | TO FULFILL THE CHARITABLE PURPOSE | $4,000 | |
| URBAN ANGELS SF | |||||||
| 5528 DIAMOND HEIGHTS BOULEVARD | SAN FRANCISCO | CA | 94131 | PC | TO FULFILL THE CHARITABLE PURPOSE | $5,000 | |
| WENDT CENTER FOR LOSSHEALING | |||||||
| 4201 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20008 | PC | TO FULFILL THE CHARITABLE PURPOSE | $75,000 | 300 |
| WILDLIFE CONSERVATION SOCIETY | |||||||
| ATTN DONATIONS 2300 SOUTHERN | BRONX | NY | 10460 | PC | TO FULFILL THE CHARITABLE PURPOSE | $1,500 | BOULEVARD |
| WORLD CENTRAL KITCHEN | |||||||
| 655 NEW YORK AVENUE NW SIXTH FLOOR | WASHINGTON | DC | 20001 | PC | TO FULFILL THE CHARITABLE PURPOSE | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $475,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $150,577 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $87,930 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $238,507 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $238,507 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $4,550 | Amt |
| Net Investment Income | $2,275 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,275 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DREYFUS INSTITUTIONAL RESERVES | $62,571 | $62,571 |
| VANGUARD TOTAL BOND MARKET INDEX FUND | $1,585,779 | $1,700,368 |
| CRA4 | $969,161 | $969,161 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD INDEX TRUST 500 PORTF | $547,969 | $1,212,535 |
| LONGLEAF PARTNERS FED | $821,179 | $708,234 |
| TOUCHSTONE SANDS CAPITAL | $860,013 | $1,229,716 |
| VANGUARD DEVELOPED MKT INDEX | $987,252 | $1,402,773 |
| TWEEDY BROWNE FD INC GLOBAL | $677,887 | $784,801 |
| VANGUARD EMERGING MARKETS STOCK | $435,607 | $553,240 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $3,094 | $3,094 | $0 |
| OFFICE EXPENSES | $702 | $351 | $351 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $5,128 | Amt |
| Net Investment Income | $5,128 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |