THE HAUGLAND FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE HAUGLAND FAMILY FOUNDATION INC (EIN 11-3440392)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-10
- IRS object ID
- 202031629349100318
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-10T12:31:41-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 JERICHO QUADRANGLE | AddressLine1Txt |
| City | JERICHO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11753 | 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 | 113440392 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HAUGLAND FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HAUG | BusinessNameControlTxt |
| Phone | 6315817621 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2669 SOUTH BAYSHORE DRIVE APT PH2N | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33133 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM J HAUGLAND | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6315817621 | PhoneNum |
| Signature | 2020-06-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHEN D EBINGER | PreparerPersonNm |
| PTIN | P00179838 | PTIN |
| Phone | 5163365500 | PhoneNum |
| Preparation | 2020-06-05 | PreparationDt |
| 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 | $46,639 | 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 | $564,472 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $471 | DividendsRevAndExpnssAmt |
| Net Gain Sale Ast Rev And Expnss | -$3,939 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $551,363 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $205,362 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $561,005 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $205,362 | 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 |
| Other Prof Fees Rev And Expnss | $400 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $200 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $200 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,206 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,856 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $200 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $200 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $799,230 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $799,230 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $804,086 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $200 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $799,430 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$243,081 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $205,162 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $20,213 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $21,118 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $21,118 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,063 | CorporateStockBOYAmt |
| Corporate Stock EOY | $22,611 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $25,521 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $27,276 | TotalAssetsBOYAmt |
| Total Assets EOY | $43,729 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $46,639 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $5,370 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $258,526 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,370 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $258,526 | 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 | $21,906 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$214,797 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,906 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | -$214,797 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $27,276 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $43,729 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,906 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$243,081 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,378 | OtherIncreasesAmt |
| Subtotal | -$214,797 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | -$214,797 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| BANK OF AMERICA | 2016-04-15 | 2019-08-26 | $225,158 | $120,107 | $105,051 | $105,051 |
| BANK OF AMERICA | 2016-04-15 | 2019-08-26 | $13,245 | $7,065 | $6,180 | $6,180 |
| EVERSOURCE ENERGY | 2016-06-08 | 2019-08-05 | $23,025 | $16,829 | $6,196 | $6,196 |
| BANK OF AMERICA | 2016-04-15 | 2019-03-08 | $56,700 | $28,267 | $28,433 | $28,433 |
| EVERSOURCE ENERGY | 2016-01-13 | 2019-04-22 | $104,353 | $77,314 | $27,039 | $27,039 |
| EVERSOURCE ENERGY | 2016-01-13 | 2019-04-09 | $56,226 | $44,877 | $11,349 | $11,349 |
| EVERSOURCE ENERGY | 2016-01-13 | 2019-05-30 | $14,531 | $10,308 | $4,223 | $4,223 |
| EVERSOURCE ENERGY | 2016-06-08 | 2019-05-30 | $58,125 | $41,234 | $16,891 | $16,891 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $205,362 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $667,008 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $57,066 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 11.688361 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $296,850 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $105,954 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 2.801688 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $245,050 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $64,919 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 3.774704 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $307,227 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $52,900 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 5.807694 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $576,257 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $91,663 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 6.286691 | DistributionYr5Rt |
| Total Distribution | 30.359138 | TotalDistributionRt |
| Average Distribution | 6.071828 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $38,993 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $236,759 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,052 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $238,811 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $799,430 | 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 | $2,052 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,052 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,052 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,120 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,120 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $68 | OverpaymentAmt |
| Applied To ES Tax | $68 | 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 | 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 | MATTHEW J PIROZZI | IndividualWithBooksNm |
| Phone | 5163366720 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 336 SOUTH SERVICE RD | AddressLine1Txt |
| City | MELVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | 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 | Yes (1) | 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 |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| GUYON MOSELEY | ||||||||
| 336 SOUTH SERVICE ROAD | MELVILLE | NY | 11747 | SECRETARY AND TREASURER | 40.00 | $0 | $0 | $0 |
| LINDA HAUGLAND | ||||||||
| 2669 BAYSHORE DRIVE APT PH2N | MIAMI | FL | 33133 | VICE-PRESIDENT | 40.00 | $0 | $0 | $0 |
| WILLIAM J HAUGLAND | ||||||||
| 2669 BAYSHORE DRIVE APT PH2N | MIAMI | FL | 33133 | PRESIDENT | 40.00 | $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 | $18,921 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $20,666 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $39,587 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $39,587 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $594 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $38,993 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,950 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,950 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,052 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,052 | TotalTaxAmt |
| Distributable Before Adj | $0 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $0 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $799,430 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $799,430 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,052 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $797,378 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $577,454 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $304,877 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $232,716 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $295,379 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $668,349 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,078,775 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $799,430 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $799,430 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,878,205 | 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 | $577,454 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,300,751 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $304,877 | ExcessFromYear4Amt |
| Excess From Year3 | $232,716 | ExcessFromYear3Amt |
| Excess From Year2 | $295,379 | ExcessFromYear2Amt |
| Excess From Year1 | $668,349 | ExcessFromYear1Amt |
| Excess From Current Year | $799,430 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM J HAUGLAND | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALL STARS HELPING KIDS INC | |||||||
| 4675 STEVENS CREEK BOULEVARD SUITE | 125 | SANTA CLARA | CA | 95051 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE. | $5,000 |
| CARROLLTON SCHOOL | |||||||
| 3747 MAIN HIGHWAY | MIAMI | FL | 33133 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE. | $12,000 | |
| EAST END HOSPICE | |||||||
| 481 WESTHAMPTON-RIVERHEAD ROAD | WEST HAMPTON BEACH | NY | 11978 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE. | $1,000 | |
| EAST END SEAPORT MUSEUM | |||||||
| 3RD STREET | GREENPORT | NY | 11944 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE. | $3,000 | |
| HOLY CROSS | |||||||
| 98 CHERRY LANE | HICKSVILLE | NY | 11801 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE. | $75,000 | |
| HOSPICE CARE NETWORK | |||||||
| 99 SUNNYSIDE BLVD | WOODBURY | NY | 11797 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE. | $2,500 | |
| I B E W LOCAL 25 SCHOLARSHIP FUND | |||||||
| 370 MOTOR PKWY STE A | HAPPAUGE | NY | 11788 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE. | $3,000 | |
| KIDS FOR KIDS | |||||||
| 168 AMSTERDAM AVENUE | NEW YORK | NY | 10023 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE. | $500 | |
| LONG ISLAND BULLDOG RESCUE | |||||||
| PO BOX 239 | STONY BROOK | NY | 11790 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE. | $500 | |
| LONG ISLAND COMMUNITY CHEST INC | |||||||
| 6 MONTROSE LANE | EAST NORTHPORT | NY | 11731 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE. | $500 | |
| LOVE CITY STRONG INC | |||||||
| 9053 ESTATE THOMAS SUITE 101 | ST JOHN | VI | 00802 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE. | $100,000 | |
| MAKE A DIFFERENCE LEADERSHIP FOUNDATION | |||||||
| 1114 AVENUE OF THE AMERICAS | NEW YORK | NY | 100367772 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE. | $10,000 | |
| MARIAN ST AUXILLIARY | |||||||
| 6790 SW 64TH STREET | SOUTH MIAMI | FL | 33143 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE. | $1,000 | |
| MOUNT PLEASANT EDUCATION AND DEVELOPMENT CORPORATION | |||||||
| 2200 OLIVE ST | KANSAS CITY | MO | 64127 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE. | $500 | |
| NEW YORK MARINE RESCUE CENTER RIVERHEAD FOUNDATION FOR MARINE RESEARCH DBA | |||||||
| 467 EAST MAIN STREET | RIVERHEAD | NY | 11901 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE. | $6,000 | |
| NYU LANGONE HOSPITALS | |||||||
| 550 FIRST AVENUE | NEW YORK | NY | 10016 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE. | $200,000 | |
| PART OF THE SOLUTION | |||||||
| 2759 WEBSTER AVENUE | THE BRONX | NY | 10458 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE. | $5,000 | |
| PAUL SNYDER MEMORIAL FOUNDATION | |||||||
| 67 CRAIG ROAD | ISLIP TERRACE | NY | 11752 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE. | $3,880 | |
| PROMISE OF HOPE FOUNDATION INC | |||||||
| 20 35TH STREET | COPIAGUE | NY | 11726 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE. | $500 | |
| ST HUGH-ST ELIZABETH BASEBALL LEAGUE INC | |||||||
| PO BOX 1645 | HUNTINGTON STATION | NY | 11746 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE. | $2,000 | |
| SUFFOLK COUNTY POLICE MEMORIAL FUND | |||||||
| 2390 N WADING RIVER ROAD | WADING RIVER | NY | 11792 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE. | $850 | |
| THE AMERICAN LIVER FOUNDATION | |||||||
| 39 BROADWAY 2700 | NEW YORK | NY | 10006 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE. | $1,000 | |
| THE HOSPITAL FOR SPECIAL SURGERY FUND INC (HSS FOUNDATION) | |||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE. | $250,000 | |
| THE MAURER FOUNDATION | |||||||
| 30405 SOLON RD | SOLON | OH | 44139 | PF | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE. | $1,000 | |
| THE MIAMI FOUNDATION | |||||||
| 40 NW 3RD STREET NO 305 | MIAMI | FL | 33128 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE. | $2,500 | |
| THE TWO HUNDRED CLUB OF GREATER MIAMI | |||||||
| PO BOX 34-8579 | CORAL GABLES | FL | 33234 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE. | $1,000 | |
| THE WOODY FOUNDATION | |||||||
| 12500 VIRTUDES STREET | CORAL GABLES | FL | 33156 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE. | $1,000 | |
| UNIVERSITY OF MIAMI | |||||||
| PO BOX 248106 | CORAL GABLES | FL | 331242912 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE. | $10,000 | |
| UNIVERSITY OF NOTRE DAME | |||||||
| CONTROLLERS OFFICE 724 GRACE HALL | NORTRE DAME | IN | 46556 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE. | $50,000 | |
| YOUNG WARRIORS | |||||||
| 6507 HANNA AVE | WOODLAND HILLS | CA | 91303 | PC | UNRESTRICTED SUPPORT OF ORGANIZATIONS EXEMPT PURPOSE. | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $799,230 | 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 | $1 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $471 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$3,939 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$3,467 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$3,467 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAUGLAND GROUP LLC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2669 BAYSHORE DRIVE APT PH2N | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33133 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $564,471 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (7 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1,500 SHARES OF BANK OF AMERICA STOCK | $42,825 | 2019-03-07 |
| 1 | 8,500 SHARES OF BANK OF AMERICA STOCK | $227,120 | 2019-08-20 |
| 1 | 600 SHARES OF EVERSOURCE ENERGY STOCK | $45,222 | 2019-06-26 |
| 1 | 1,000 SHARES OF EVERSOURCE ENERGY STOCK | $73,170 | 2019-05-30 |
| 1 | 1,500 SHARES OF EVERSOURCE ENERGY STOCK | $104,940 | 2019-04-18 |
| 1 | 800 SHARES OF EVERSOURCE ENERGY STOCK | $56,544 | 2019-04-01 |
| 1 | 500 SHARES OF BANK OF AMERICA STOCK | $14,650 | 2019-03-15 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990 PF, PART VII-B, LINE 1A(2): | FormAndLineReferenceDesc |
| Medium Explanation | A SUBSTANTIAL CONTRIBUTOR HAS GIVEN A NON-INTEREST BEARING LOAN OF $258,526 TO THE FOUNDATION. THIS MEETS THE DEFINITION OF SELF-DEALING AND AS SUCH BOX 1A(2) OF PART VII-B HAS BEEN CHECKED YES. HOWEVER, BECAUSE THE LOAN IS WITHOUT INTEREST, IT MEETS THE EXCEPTION FOR FORM 4720 AND THEREFORE, FORM 4720 HAS NOT BEEN PREPARED. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MARKETABLE SECURITIES | StockNm |
| EOY Book Value | $22,611 | EOYBookValueAmt |
| EOYFMV | $25,521 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRIBUTION TO NON-EXEMPT ORGANIZATION | Desc |
| Revenue And Expenses Per Books | $1,250 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $6,378 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRIBUTIONS | Desc |
| BOY Book Value | $5,370 | BOYBookValueAmt |
| EOY Book Value | $258,526 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $400 | Amt |
| Net Investment Income | $200 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $200 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX | CategoryTxt |
| Amt | $3,206 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |