WILLIAM A HAZEL FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM A HAZEL FAMILY FOUNDATION (EIN 54-1977626)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-03-04
- IRS object ID
- 202030649349100003
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Distribution From Corpus Election
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-03-04T08:47:54-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 NO 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 | 2020-03-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NATHAN S WHITE IV CPA | PreparerPersonNm |
| PTIN | P00127091 | PTIN |
| Phone | 7033858888 | 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 | $6,587,778 | 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 | $600,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $32 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $32 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $51,288 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $51,288 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $157,140 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $322,776 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $157,140 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $808,460 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $208,460 | 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 | $2,236 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,236 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,023 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $237 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,187 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,187 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,446 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,424 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,236 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $152,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $152,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $163,946 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,424 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $154,736 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $644,514 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $202,036 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,191,809 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $757,297 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $757,297 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $758,584 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,666,540 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,781,898 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,759,746 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,930,816 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,048,583 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,710,139 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,354,653 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,587,778 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,710,139 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $5,354,653 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,710,139 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,354,653 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,710,139 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,354,653 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,710,139 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $644,514 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,354,653 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,354,653 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $192,742 | $165,636 | $27,106 | $27,106 | |
| CAPITAL GAINS DIVIDENDS | $130,034 | $130,034 | $130,034 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $157,140 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,326 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,130,045 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.000743 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,493 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,275,576 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.001096 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,022 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,465,780 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.001379 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,204 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,488,460 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.001481 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,839 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,402,552 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.001311 | DistributionYr5Rt |
| Total Distribution | 0.006010 | TotalDistributionRt |
| Average Distribution | 0.001202 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,357,416 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $6,440 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,020 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $8,460 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $154,736 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,020 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,020 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,020 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,720 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,720 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $700 | OverpaymentAmt |
| Applied To ES Tax | $700 | 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 |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| ELEANOR C HAZEL THROUGH 21 | ||||||||
| 28 BLACKWELL PARK LN 100 | WARRENTON | VA | 20186 | DIRECTOR & PRES | 0.20 | $0 | $0 | $0 |
| 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 21 THROUGH 1231 | ||||||||
| 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 | $4,748,917 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $690,084 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,439,001 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,439,001 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $81,585 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,357,416 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $267,871 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $267,871 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,020 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,020 | TotalTaxAmt |
| Distributable Before Adj | $265,851 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $265,851 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $265,851 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $154,736 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $154,736 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,020 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $152,716 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $265,851 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $151,470 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $154,736 | QualifyingDistributionsAmt |
| Applied To Year1 | $151,470 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,266 | 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 | $262,585 | 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) |
|---|---|---|
| Contributing Manager | ELEANOR C HAZEL THROUGH 21 | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| WOODBERRY FOREST SCHOOL | |||||||
| ONE WALKER DRIVE | WOODBERRY FOREST | VA | 22989 | NONE | PC | TO FURTHER CHARITABLE PURPOSE | $100,000 |
| EMERGING SCHOLARS | |||||||
| 2009 14TH STREET N STE 1 | ARLINGTON | VA | 22201 | NONE | PC | TO FURTHER CHARITABLE PURPOSE | $7,500 |
| YOUTH FOR TOMORROW | |||||||
| 11835 HAZEL CIRCLE | BRISTOW | VA | 20136 | NONE | PC | TO FURTHER CHARITABLE PURPOSE | $10,000 |
| MIDDLEBURG HUMANE FOUNDATION | |||||||
| PO BOX 684 | MARSHALL | VA | 20116 | NONE | PC | TO FURTHER CHARITABLE PURPOSE | $4,000 |
| SHAKESPEARE THEATRE SCHOOL | |||||||
| 450 7TH STREET NW | WASHINGTON | DC | 20004 | NONE | PC | TO FURTHER CHARITABLE PURPOSE | $1,000 |
| FRONT ROYAL CHRISTIAN SCHOOL | |||||||
| 80 N LAKE AVE | FRONT ROYAL | VA | 22630 | NONE | PC | TO FURTHER CHARITABLE PURPOSE | $5,500 |
| WINDY HILL FOUNDATION | |||||||
| 2 W WASHINGTON ST | MIDDLEBURG | VA | 20118 | NONE | PC | TO FURTHER CHARITABLE PURPOSE | $1,000 |
| TULANE UNIVERSITY | |||||||
| 6823 ST CHARLES AVE | NEW ORLEANS | LA | 70118 | NONE | PC | TO FURTHER CHARITABLE PURPOSE | $2,500 |
| BIG LIFE FOUNDATION | |||||||
| 1715 NORTH HERON DRIVE | RIDGEFIELD | WA | 98642 | NONE | PC | TO FURTHER CHARITABLE PURPOSE | $1,000 |
| CARDIGAN MOUNTAIN SCHOOL | |||||||
| 62 ALUMNI DR | CANAAN | NH | 03741 | NONE | PC | TO FURTHER CHARITABLE PURPOSE | $1,000 |
| DUKE UNIVERSITY | |||||||
| DUKE UNIVERSITY | DURHAM | NC | 27708 | NONE | PC | TO FURTHER CHARITABLE PURPOSE | $1,000 |
| FOUNDATION OF ORTHOPEDICS AND COMPLEX SPINE (FOCOS) | |||||||
| 85 BROAD STREET SUITE 18-081 | NEW YORK | NY | 10004 | NONE | PC | TO FURTHER CHARITABLE PURPOSE | $1,000 |
| HYDE SCHOOL | |||||||
| 616 HIGH ST | BATH | ME | 04530 | NONE | PC | TO FURTHER CHARITABLE PURPOSE | $1,000 |
| NOVA-HTI FOUNDATION | |||||||
| 1930 ISAAC NEWTON SQUARE | RESTON | VA | 20190 | NONE | PC | TO FURTHER CHARITABLE PURPOSE | $250 |
| VIENNA PRESBYTERIAN CHURCH | |||||||
| 124 PARK ST NE | VIENNA | VA | 22180 | NONE | PC | TO FURTHER CHARITABLE PURPOSE | $500 |
| VIENNA VOLUNTEER FIRE DEPT | |||||||
| 400 CENTER ST S | VIENNA | VA | 22180 | NONE | PC | TO FURTHER CHARITABLE PURPOSE | $250 |
| JILLS HOUSE | |||||||
| 9011 LEESBURG PIKE | VIENNA | VA | 22182 | NONE | PC | TO FURTHER CHARITABLE PURPOSE | $5,000 |
| COMMUNITIES IN SCHOOLS OF VIRGINIA | |||||||
| 413 STUART CIRCLE SUITE 303 | RICHMOND | VA | 23230 | NONE | PC | TO FURTHER CHARITABLE PURPOSE | $1,000 |
| VIRGINIA CENTER FOR HEALTH INNOVATION | |||||||
| 3831 WESTERRE PKWY C | HENRICO | VA | 23233 | NONE | PC | TO FURTHER CHARITABLE PURPOSE | $500 |
| VIRGINIA LITERACY FOUNDATION | |||||||
| 413 STUART CIRCLE SUITE 303 | RICHMOND | VA | 23230 | NONE | PC | TO FURTHER CHARITABLE PURPOSE | $1,000 |
| FAUQUIER FAMILY SHELTER | |||||||
| 95 KEITH ST | WARRENTON | VA | 20186 | NONE | PC | TO FURTHER CHARITABLE PURPOSE | $2,500 |
| FAUQUIER FISH | |||||||
| 24 PELHAM ST | WARRENTON | VA | 20186 | NONE | PC | TO FURTHER CHARITABLE PURPOSE | $2,500 |
| FAUQUIER FREE CLINIC | |||||||
| 35 ROCK POINTE LN | WARRENTON | VA | 20186 | NONE | PC | TO FURTHER CHARITABLE PURPOSE | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $152,500 | 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 | $32 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $51,288 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $157,140 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $208,460 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $208,460 | 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 | $600,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING-2018 990PF PREPARATION | CategoryTxt |
| Amt | $2,236 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,236 | 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 (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1064SH AMERICAN TOWER CORP | $87,061 | $244,528 |
| 2100SH APPLE, INC. | $170,022 | $616,665 |
| BESSEMER STOCKS | $496,072 | $691,878 |
| FIDELITY STOCKS | $1,913,385 | $2,228,827 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BBT MUTUAL FUNDS | AT COST | $117,125 | $149,317 |
| BESSEMER MUTUAL FUNDS | AT COST | $1,813,691 | $1,899,266 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSE | $5,966 | $5,966 | $0 |
| MISCELLANEOUS EXPENSE | $221 | $221 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELEANOR C HAZEL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28 BLACKWELL PARK LN 100 | AddressLine1Txt |
| City | WARRENTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20186 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX ON INVESTMENT INCOME | $237 | $237 | $0 |
| EXCISE TAXES | $2,786 | $0 | $0 |