THE HART FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE HART FAMILY FOUNDATION (EIN 56-2445438)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-13
- IRS object ID
- 201941339349103054
- Schema version
- 2018v3.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-13T15:19:52-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 562445438 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Hart Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | HART | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DARIN CODER | PersonNm |
| Person Title | treasurer | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2019-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.187.244.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520191335000690 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-05-13 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BC971FC33BAF52379132A0473611089A0DAEC697 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0C5E5A4654C1C37B4810F575F1A1D05F0CA21AED | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,736,586 | 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 | $150,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,498 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,498 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $102,997 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $102,997 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,861 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,168,274 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,861 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $269,356 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $119,356 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $35,526 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $35,526 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,760 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,306 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $22,021 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $29 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $21,992 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $60,307 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,861 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,992 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $388,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $388,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $448,807 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,861 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $410,492 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$179,451 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $82,495 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $645,256 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $360,171 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $360,171 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $225,672 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $427,271 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $421,676 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,664,758 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,668,793 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,954,739 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $100,000 | CorporateBondsBOYAmt |
| Total Assets BOY | $3,635,686 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,456,235 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,736,586 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $3,635,686 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,456,235 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,635,686 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,456,235 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,635,686 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,456,235 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,635,686 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$179,451 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,456,235 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,456,235 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $1,168,274 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,156,413 | CostOrOtherBasisAmt |
| Gain Or Loss | $11,861 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $11,861 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,861 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $225,502 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,438,591 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.06558 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $184,881 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,036,346 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.060889 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $196,787 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,875,265 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.068441 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $131,889 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,786,175 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047337 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $146,716 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,552,011 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05749 | DistributionYr5Rt |
| Total Distribution | 0.299737 | TotalDistributionRt |
| Average Distribution | 0.059947 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,063,869 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $243,617 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $825 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $244,442 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $410,492 | 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 | $825 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $825 | SubtotalAmt |
| Tax Based On Investment Income | $825 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $175 | OverpaymentAmt |
| Applied To ES Tax | $175 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OR | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Darin Coder | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Treas | 1.0 | $0 | $0 | $0 |
| Bradley J Hart | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Douglas M Hart | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Glenn Hart | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir | 1.0 | $0 | $0 | $0 |
| Marilyn Hart | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 1.0 | $0 | $0 | $0 |
| Jennifer E Leonard | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,804,451 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $321,304 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,125,755 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,125,755 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $61,886 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,063,869 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $203,193 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $203,193 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $825 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $825 | TotalTaxAmt |
| Distributable Before Adj | $202,368 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $202,368 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $202,368 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $410,492 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $410,492 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $825 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $409,667 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $202,368 | DistributableAsAdjustedAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $20,365 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $54,442 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $33,950 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $55,376 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $164,133 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $410,492 | QualifyingDistributionsAmt |
| Applied To Current Year | $202,368 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $208,124 | RemainingDistriFromCorpusAmt |
| Total Corpus | $372,257 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $20,365 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $351,892 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $54,442 | ExcessFromYear3Amt |
| Excess From Year2 | $33,950 | ExcessFromYear2Amt |
| Excess From Year1 | $55,376 | ExcessFromYear1Amt |
| Excess From Current Year | $208,124 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Glenn Hart | ContributingManagerNm |
| Contributing Manager | Marilyn Hart | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHILDRENS DEVELOPMENTAL CENTER | |||||||
| 1549 GEORGIA AVE | RICHLAND | WA | 99352 | N/A | PC | General & Unrestricted | $3,000 |
| COMMUNITY TRANSITIONAL SCHOOL | |||||||
| 6601 NE KILLINGSWORTH ST | PORTLAND | OR | 97218 | N/A | PC | General & Unrestricted | $3,000 |
| DOWNTOWN WOMENS CENTER | |||||||
| 442 S SAN PEDRO ST | LOS ANGELES | CA | 90013 | N/A | PC | General & Unrestricted | $2,000 |
| DUCK ATHLETIC FUND | |||||||
| 2727 LEO HARRIS PKWY | EUGENE | OR | 97401 | N/A | PC | Hatfield-Dowlin Fund | $25,000 |
| ECUMENICAL MINISTRIES OF OREGON | |||||||
| 0245 SW BANCROFT ST | PORTLAND | OR | 97239 | N/A | PC | NE Emergency Food Bank Program | $2,000 |
| ECUMENICAL MINISTRIES OF OREGON | |||||||
| 0245 SW BANCROFT ST | PORTLAND | OR | 97239 | N/A | PC | Second Home Program | $2,000 |
| FOSSIL SCHOOL DISTRICT 21J EDUCATION FOUNDATION IN | |||||||
| PO BOX 26 | FOSSIL | OR | 97830 | N/A | SO II | Platinum Bench Donation for elementary gym project | $500 |
| HEART OF OREGON CORPS INC | |||||||
| PO BOX 279 | BEND | OR | 97709 | N/A | PC | Youth Build Program located in Sisters, Oregon | $2,000 |
| JESUIT HIGH SCHOOL | |||||||
| 9000 SW BEAVERTON-HILLSDALE HWY | PORTLAND | OR | 97225 | N/A | PC | 2018 Financial Aid Luncheon Sponsor - Circle of Faith Scholarship fund | $5,000 |
| LAKE GROVE PRESBYTERIAN CHURCH | |||||||
| 4040 SUNSET DR | LAKE OSWEGO | OR | 97035 | N/A | PC | General & Unrestricted | $10,000 |
| MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | N/A | PC | General & Unrestricted | $2,000 |
| MT HOOD KIWANIS CAMP INC | |||||||
| 10725 SW BARBUR BLVD STE 50 | PORTLAND | OR | 97219 | N/A | PC | Charitable Event | $5,000 |
| MT HOOD KIWANIS CAMP INC | |||||||
| 10725 SW BARBUR BLVD STE 50 | PORTLAND | OR | 97219 | N/A | PC | Capital Campaign | $20,000 |
| NEW AVENUES FOR YOUTH INC | |||||||
| 1220 SW COLUMBIA ST | PORTLAND | OR | 97201 | N/A | PC | General & Unrestricted | $2,000 |
| NORTHWEST CHILDRENS OUTREACH | |||||||
| PO BOX 1604 | LAKE OSWEGO | OR | 97035 | N/A | PC | General & Unrestricted | $2,000 |
| OLD TOWN ARTISAN STUDIO INC | |||||||
| 78046 CALLE BARCELONA | LA QUINTA | CA | 92253 | N/A | PC | General & Unrestricted | $5,000 |
| OREGON HEALTH AND SCIENCE UNIVERSITY FOUNDATION | |||||||
| 1121 SW SALMON ST STE 100 | PORTLAND | OR | 97201 | N/A | PC | Casey Eye Institute Capital Campaign Fund | $50,000 |
| OREGON HEALTH AND SCIENCE UNIVERSITY FOUNDATION | |||||||
| 1121 SW SALMON ST STE 100 | PORTLAND | OR | 97201 | N/A | PC | to support Doernbecher Children's Hospital Foundation | $50,000 |
| OREGON HEALTH AND SCIENCE UNIVERSITY FOUNDATION | |||||||
| 1121 SW SALMON ST STE 100 | PORTLAND | OR | 97201 | N/A | PC | Casey Eye Institute Capital Campaign Fund | $100,000 |
| OUR UNITED VILLAGES | |||||||
| 3625 N MISSISSIPPI AVE | PORTLAND | OR | 97227 | N/A | PC | General & Unrestricted | $1,000 |
| RAPHAEL HOUSE OF PORTLAND | |||||||
| 4110 SE HAWTHORNE BLVD 503 | PORTLAND | OR | 97214 | N/A | PC | General & Unrestricted | $5,000 |
| SAN ANTONIO DE PADUA DEL CANON CHURCH | |||||||
| 5800 E SANTA ANA CANYON RD | ANAHEIM HILLS | CA | 92807 | N/A | PC | Family Assistance Program | $4,000 |
| SELF ENHANCEMENT INC | |||||||
| 3920 N KERBY AVE | PORTLAND | OR | 97227 | N/A | PC | Charitable Event | $50,000 |
| ST ANDREW COMMUNITY PRESBYTERIAN CHURCH | |||||||
| 47-192 MONROE ST | INDIO | CA | 92201 | N/A | PC | Per Capita Funding | $5,000 |
| ST MARYS HOME | |||||||
| 16535 SW TV HWY | BEAVERTON | OR | 97003 | N/A | PC | Charitable Event | $10,000 |
| THDF II INC | |||||||
| 2455 PACES FERRY RD C-17 | ATLANTA | GA | 30339 | N/A | PC | 2018 Home Depot Foundation Event | $5,000 |
| TRAILKEEPERS OF OREGON | |||||||
| PO BOX 14814 | PORTLAND | OR | 97293 | N/A | PC | General & Unrestricted | $1,000 |
| TWLOHA INC | |||||||
| PO BOX 2203 | MELBOURNE | FL | 32902 | N/A | PC | General & Unrestricted | $2,000 |
| USTA FOUNDATION INCORPORATED | |||||||
| 70 W RED OAK LN | WHITE PLAINS | NY | 10604 | N/A | PC | Donald Lawson Tisdel College Scholarship fund | $1,000 |
| VICTORY ACADEMY | |||||||
| 5531 SW NATCHEZ ST | TUALATIN | OR | 97062 | N/A | PC | Charitable Event | $5,000 |
| WHEELER COUNTY | |||||||
| PO BOX 447 | FOSSIL | OR | 97830 | N/A | GOV | food bank program run by Fossil Community Food Pantry | $2,000 |
| WHEELER COUNTY | |||||||
| PO BOX 447 | FOSSIL | OR | 97830 | N/A | GOV | food bank program run by Fossil Community Food Pantry | $2,000 |
| WHIDBEY ISLAND NOURISHES | |||||||
| PO BOX 1642 | LANGLEY | WA | 98260 | N/A | PC | General & Unrestricted | $2,000 |
| WHIDBEY ISLAND NOURISHES | |||||||
| PO BOX 1642 | LANGLEY | WA | 98260 | N/A | PC | Food/General/WIN Organization | $2,000 |
| YOUNG LIFE | |||||||
| PO BOX 70065 | PRESCOTT | AZ | 86304 | N/A | PC | General & Unrestricted | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $388,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,498 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $102,997 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $11,861 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $119,356 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $119,356 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Inland Empire Investments LLC | ||||||
| 1 | Darin Coder 30170 SW OrePac Ave | Wilsonville | OR | 97070 | $100,000 | Yes (X) |
| International Wood Products LLC | ||||||
| 2 | Douglas Hart 14421 S E 98th Court | Clackamas | OR | 97015 | $50,000 | Yes (X) |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (80 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACADIAN TIMBER | $47,092 | $38,772 |
| AIR CANADA VAR VTG SHS NPV | $9,911 | $19,007 |
| ALASKA AIR GROUP INC | $12,792 | $12,170 |
| ALBEMARLE CP | $6,973 | $3,854 |
| ALPHABET INC CL A | $10,578 | $20,899 |
| AMERISOURCEBERGEN CORP | $16,926 | $14,880 |
| APPLE INC | $12,023 | $15,774 |
| ARMADA HOFFLER PROPERTIES INC | $29,303 | $42,180 |
| BALL CP | $7,693 | $9,196 |
| BANK OF AMERICA CORP | $13,934 | $12,320 |
| BERKSHIRE HATHAWAY INC. CLASS | $89,737 | $102,090 |
| BLUEROCK RESIDENTIAL GROWTH RE | $10,133 | $10,120 |
| CISCO SYSTEMS INC | $5,083 | $8,666 |
| CITY OFFICE REIT | $18,140 | $15,375 |
| COMCAST CORP | $7,929 | $6,810 |
| DELTA AIR LINES INC | $9,858 | $9,980 |
| FIDELITY OVERSEAS FUND | $44,373 | $45,737 |
| FIDELITY REAL ESTATEINCOME | $124,319 | $118,835 |
| FIDELITY SELECT HEALTH CARE | $41,798 | $35,328 |
| FOMENTO ECONOMICO MEXICANO | $16,035 | $17,210 |
| FRESH DEL MONTE PROD | $3,285 | $2,827 |
| GABELLI GLOBAL SMALL AND MID C | $25,082 | $24,350 |
| HEINEKEN HLDG N V | $3,428 | $4,315 |
| HEXCEL CP DELAWARE | $5,179 | $5,734 |
| HIGHWOODS PRPTY INC | $13,890 | $11,607 |
| HONEYWELL INTL | $19,092 | $26,424 |
| HORNBACH HLDG KGAA NPV | $9,704 | $9,502 |
| HOST HOTELS & RESORTS INC | $8,672 | $8,335 |
| HUNTER DOUGLAS NV | $13,345 | $11,976 |
| INTERNATIONAL PAPER CO | $16,638 | $12,108 |
| IRON MOUNTAIN | $18,843 | $19,446 |
| ISHARES EDGE MSCI MULTIFACTOR | $58,201 | $47,420 |
| ISHARES MSCI EAFE MINIMUM VOLA | $69,085 | $69,993 |
| JOHNSON & JOHNSON | $10,534 | $12,905 |
| JP MORGAN CHASE | $17,165 | $19,524 |
| JPMORGAN DIVERSIFIED RETURN GL | $63,893 | $54,390 |
| KROGER CO | $6,161 | $5,500 |
| LABORATORY CORP AMER HLDGS | $12,203 | $12,636 |
| LOOMIS SAYLES BOND FUND | $54,693 | $48,722 |
| MARATHON PETROLEUM CORP | $17,555 | $23,604 |
| MARRIOTT INTERNATIONAL INC. CL | $5,475 | $8,685 |
| MATTHEWS ASIA PACIFIC EQUITY I | $22,161 | $17,990 |
| MATTHEWS ASIA STRATEGIC INCOME | $51,184 | $47,236 |
| MATTHEWS INDIA FUND | $17,394 | $15,295 |
| MID-AMERICA APT COMMUNITIES IN | $43,673 | $47,850 |
| MOLSON COOR BREW CO CL B | $15,018 | $11,232 |
| NEXTERA ENERGY, INC | $12,163 | $17,382 |
| NORDSTROM INC | $7,667 | $9,322 |
| NOVARTIS AG ADR | $7,653 | $8,581 |
| PACCAR INC | $13,866 | $11,428 |
| PEPSICO INC | $19,424 | $22,096 |
| PIMCO FLOATING INCOME INSTITUT | $113,387 | $111,801 |
| PIMCO INCOME FUND | $34,922 | $34,691 |
| POLAR POWER INC | $6,177 | $4,830 |
| PORTLAND GEN ELEC | $11,070 | $13,755 |
| PPL CORPORATION | $6,783 | $5,666 |
| SEAFARER OVERSEAS VALUE | $31,826 | $25,992 |
| SONOCO PRODUCTS COMPANY | $19,713 | $26,565 |
| SPAREBANK | $36,126 | $28,510 |
| STARWOOD PROPERTY TRUST INC | $43,727 | $39,420 |
| STRYKER CORPORATION | $22,147 | $31,350 |
| TETRA TECHNOLOGIES | $3,201 | $1,680 |
| TOTO LTD ADR OTC | $7,508 | $6,900 |
| UMH PPTYS INC CUM PFD C | $25,150 | $23,020 |
| URSTADT BIDDLE PPTYS - 6.75% P | $25,650 | $24,750 |
| URSTADT BIDDLE PRO CUM RED PRE | $37,500 | $35,100 |
| URSTADT BIDDLE PROPERTIES INC | $26,550 | $22,590 |
| URSTADT BIDDLE PROPERTIES INC | $9,200 | $9,610 |
| VANGAURD HIGH-YIELD CORPORATE | $71,310 | $65,268 |
| VANGUARD FTSE ALL-WLD EX-US SM | $23,639 | $18,936 |
| VANGUARD GLOBAL WELLINGTON FUN | $35,952 | $33,786 |
| VANGUARD GNMA FUND ADMIRAL SHS | $107,737 | $102,462 |
| VANGUARD HIGH DIV YIELD | $82,224 | $93,588 |
| VANGUARD INDEX TR VANGUARD TOT | $366,494 | $649,667 |
| VANGUARD S&P 500 ETF | $93,425 | $114,905 |
| VANGUARD TOTAL WORLD STK INDEX | $108,311 | $98,190 |
| VANGUARD ULTRA ST BND ADMR | $92,099 | $91,886 |
| VERIZON COMMUNICATIONS | $15,065 | $16,866 |
| WALT DISNEY HOLDINGS CO | $9,509 | $10,965 |
| WEYERHAEUSER CO | $5,435 | $4,372 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $427,271 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $421,676 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $21,328 | $21,328 | |
| Bank Charges | $29 | $29 | |
| State or Local Filing Fees | $664 | $664 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $35,526 | Amt |
| Net Investment Income | $35,526 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2018 | $1,000 | |
| 990-PF Excise Tax for 2017 | $454 | |
| Foreign Tax Paid | $1,306 | $1,306 |