HAYDEN HARMEN FOUNDATION LTD: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HAYDEN HARMEN FOUNDATION LTD (EIN 13-4196155)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-26
- IRS object ID
- 202021789349100952
- Schema version
- 2019v5.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-26T10:52:10-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 4801 MAIN STREET SUITE 400 | 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 | 2019-01-01 | 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 | 2020-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ED BARTAK | PreparerPersonNm |
| PTIN | P00170935 | PTIN |
| Phone | 8167533000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $1,417,088 | 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 | $204,097 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $31,555 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,555 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $31,555 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $64,909 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $157,537 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $64,909 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $300,561 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $96,464 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $31,555 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $500 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $500 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,100 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,331 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $250 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $200 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,131 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,600 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $450 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $141,468 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $141,468 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $146,599 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,600 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $450 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $141,468 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $153,962 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $93,864 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $31,105 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $44,309 | CashBOYAmt |
| Cash EOY | $74,956 | CashEOYAmt |
| Cash EOYFMV | $74,956 | CashEOYFMVAmt |
| Corporate Stock BOY | $859,188 | CorporateStockBOYAmt |
| Corporate Stock EOY | $889,375 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,342,132 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $903,497 | TotalAssetsBOYAmt |
| Total Assets EOY | $964,331 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,417,088 | 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 | $114,257 | RetainedEarningBOYAmt |
| Retained Earning EOY | $175,091 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $903,497 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $964,331 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $903,497 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $964,331 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $903,497 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $153,962 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,057,459 | SubtotalAmt |
| Other Decreases | $93,128 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $964,331 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MCDS CORP | P | 2009-10-13 | 2019-09-11 | $31,416 | $8,585 | $22,831 | $22,831 |
| MCDS CORP | P | 2009-10-13 | 2019-09-11 | $52,359 | $14,368 | $37,991 | $37,991 |
| CVS HEALTH CORP COM | P | 2017-01-11 | 2019-09-11 | $44,283 | $57,785 | -$13,502 | -$13,502 |
| CHARLES SCHWAB NEW | P | 2013-02-01 | 2019-09-11 | $12,617 | $5,091 | $7,526 | $7,526 |
| CHARLES SCHWAB NEW | P | 2013-02-01 | 2019-09-11 | $16,822 | $6,799 | $10,023 | $10,023 |
| CAPITAL GAINS DIVIDENDS | P | $40 | $40 | $40 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $64,909 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $141,727 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,108,709 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.127831 | DistributionYr1Rt |
| Total Distribution | 0.127831 | TotalDistributionRt |
| Average Distribution | 0.127831 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,189,877 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $152,103 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $939 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $153,042 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $141,468 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,877 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,877 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,877 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,880 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,880 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,003 | OverpaymentAmt |
| Applied To ES Tax | $1,003 | 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 | 0.00 | 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 | $1,141,599 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $66,398 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,207,997 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,207,997 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,120 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,189,877 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $59,494 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $59,494 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,877 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,877 | TotalTaxAmt |
| Distributable Before Adj | $57,617 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $57,617 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $57,617 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $141,468 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $141,468 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $141,468 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $57,617 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $18,500 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $32,600 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $48,500 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $91,550 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $89,150 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $280,300 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $141,468 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $57,617 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $83,851 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $364,151 | 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 | $18,500 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $345,651 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $32,600 | ExcessFromYear4Amt |
| Excess From Year3 | $48,500 | ExcessFromYear3Amt |
| Excess From Year2 | $91,550 | ExcessFromYear2Amt |
| Excess From Year1 | $89,150 | ExcessFromYear1Amt |
| Excess From Current Year | $83,851 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CENTRAL PARK CONSERVANCY | |||||||
| 14 E 60TH STREET | NEW YORK | NY | 10022 | NONE | PC | GRANT IN SUPPORT OF THE ORGANIZATION'S ONGOING OPERATIONS. | $10,064 |
| CYCLE KIDS | |||||||
| 425 BOYLSTON STREET 4TH FLR | BOSTON | MA | 02116 | NONE | PC | GRANT IN SUPPORT OF THE ORGANIZATION'S ONGOING OPERATIONS. | $1,044 |
| FLATIRON 23RD STREET PARTNERSHIP | |||||||
| 425 BOYLSTON STREET 4TH FLR | BOSTON | MA | 02116 | NONE | PC | GRANT IN SUPPORT OF THE ORGANIZATION'S ONGOING OPERATIONS. | $35,000 |
| JERUSALEM FARM | |||||||
| 520 GARFIELD AVENUE | KANSAS CITY | MO | 64124 | NONE | PC | GRANT IN SUPPORT OF THE ORGANIZATION'S ONGOING OPERATIONS. | $2,000 |
| KANSAS CITY WOMEN IN TECHNOLOGY | |||||||
| 4825 TROOST ROOM 108 | KANSAS CITY | MO | 64110 | NONE | PC | GRANT IN SUPPORT OF THE ORGANIZATION'S ONGOING OPERATIONS. | $1,023 |
| KITTYKIND | |||||||
| PO BOX 961 MURRAY HILL STATION | NEW YORK | NY | 10156 | NONE | PC | GRANT IN SUPPORT OF THE ORGANIZATION'S ONGOING OPERATIONS. | $5,000 |
| LOOMIS CHAFFEE | |||||||
| 4 BATCHELDER RD | WINDSOR | CT | 06095 | NONE | PC | GRANT IN SUPPORT OF THE ORGANIZATION'S ONGOING OPERATIONS. | $40,052 |
| MADISON SQUARE PARK CONSERVANCY | |||||||
| 11 MADISON AVENUE 15TH FL | NEW YORK | NY | 10010 | NONE | PC | GRANT IN SUPPORT OF THE ORGANIZATION'S ONGOING OPERATIONS. | $9,939 |
| MARK WADE CHOATE III FOUNDATION | |||||||
| 2543 VIA SONOMA | PALOS VERDES ESTATES | CA | 90274 | NONE | PF | GRANT IN SUPPORT OF THE ORGANIZATION'S ONGOING OPERATIONS. | $1,000 |
| NYC PBA WIDOWS & CHILDREN'S FUND | |||||||
| 125 BROAD STREET 11TH FL | NEW YORK | NY | 10004 | NONE | PC | GRANT IN SUPPORT OF THE ORGANIZATION'S ONGOING OPERATIONS. | $10,000 |
| PENDLETON HEIGHTS NEIGHBORHOOD | |||||||
| 546 OLIVE ST | KANSAS CITY | MO | 64124 | NONE | PC | GRANT IN SUPPORT OF THE ORGANIZATION'S ONGOING OPERATIONS. | $500 |
| RICHMOND SPCA | |||||||
| 2519 HERMITAGE RD | RICHMOND | VA | 23220 | NONE | PC | GRANT IN SUPPORT OF THE ORGANIZATION'S ONGOING OPERATIONS. | $4,175 |
| UNION SQUARE PARTNERSHIP | |||||||
| 425 BOYLSTON STREET 4TH FLR | BOSTON | MA | 02116 | NONE | PC | GRANT IN SUPPORT OF THE ORGANIZATION'S ONGOING OPERATIONS. | $10,000 |
| WIKIMEDIA FOUNDATION INC | |||||||
| 149 MONTGOMERY STREET - 6TH FL | SAN FRANCISCO | CA | 94105 | NONE | PC | GRANT IN SUPPORT OF THE ORGANIZATION'S ONGOING OPERATIONS. | $491 |
| WOMENS LUNCH PLACE | |||||||
| 425 BOYLSTON ST 4TH FLR | BOSTON | MA | 02116 | NONE | PC | GRANT IN SUPPORT OF THE ORGANIZATION'S ONGOING OPERATIONS. | $1,023 |
| THE RABBIT HOLE KC | |||||||
| 919 EAST 14TH AVE | NORTH KANSAS CITY | MO | 64116 | NONE | PC | GRANT IN SUPPORT OF THE ORGANIZATION'S ONGOING OPERATIONS. | $10,157 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $141,468 | 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 | $31,555 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $64,909 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $96,464 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $96,464 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 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 |
| 11 | 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 |
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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAYDEN K HARMAN | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $204,097 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 704 SHARES OF APPLE INC. | NoncashPropertyDesc |
| Fair Market Value | $204,097 | FairMarketValueAmt |
| Received | 2019-12-26 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,100 | Amt |
| Net Investment Income | $2,100 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M COMPANY | $65,166 | $70,568 |
| APPLE INC | $60,767 | $206,730 |
| BECTON DICKINSON & CO | $18,176 | $44,875 |
| BLACKSTONE GROUP LP | $53,484 | $111,880 |
| BRISTOL MEYER SQUIBB | $65,648 | $77,028 |
| CHARLES SCHWAB NEW | $27,446 | $69,438 |
| CORNING INC | $40,834 | $87,330 |
| JOHNSON AND JOHNSON | $63,468 | $87,522 |
| JPMORGAN CHASE | $63,204 | $97,580 |
| LAS VEGAS SANDS CORPORATION | $81,623 | $82,848 |
| MCDONALDS CORP | $38,577 | $112,638 |
| NEWELL BRANDS INC | $65,431 | $57,660 |
| OCCIDENTAL PETROLEUM CORP DE | $69,408 | $61,815 |
| SIGNET JEWELERS LIMITED | $56,724 | $21,740 |
| UNITED PARCEL SERVICE | $58,236 | $58,530 |
| VISA INC CL A | $61,183 | $93,950 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $500 | LegalFeesAmt |
| Net Investment Income | $500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFFERENCE BETWEEN FMV AND BOOK VALUE OF DONATIONS | Desc |
| Amt | $93,128 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SERVICE FEES | Desc |
| Revenue And Expenses Per Books | $200 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $200 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| NEW YORK DEPARTMENT OF LAW | $250 | $0 | $250 | $0 |
| FEDERAL EXCISE TAXES | $2,081 | $0 | $0 | $0 |