HAYDEN HARMEN FOUNDATION LTD: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- HAYDEN HARMEN FOUNDATION LTD (EIN 13-4196155)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-06-04
- IRS object ID
- 201941559349100614
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-06-04T15:10:20-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 MAIN STREET SUITE 400 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134196155 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HAYDEN HARMAN FOUNDATION LTD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HAYD | BusinessNameControlTxt |
| Phone | 9143373626 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O FULLER ESQ 116 KRAFT AVENUE | AddressLine1Txt |
| City | BRONXVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10708 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HAYDEN HARMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9143373626 | PhoneNum |
| Signature | 2019-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ED BARTAK | PreparerPersonNm |
| PTIN | P00170935 | PTIN |
| Phone | 8167533000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.98.98.9 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-20 | IPDt |
| IP Tm | 15:06:51 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 16E4CD8263B7C7E41A72208DAD7AB2FB515774DE | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B1601D168AE5C3B83C16D33456C5078C29F5873D | 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 | $1,141,550 | 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 | $201,198 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $29,390 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,390 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $29,390 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $113,555 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $292,275 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $113,555 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,216 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,216 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $1,216 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $345,359 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $144,161 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $30,606 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $500 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $500 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $786 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $786 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $6,728 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $250 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,014 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,286 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $250 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $141,727 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $141,727 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $149,741 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,286 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $250 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $141,727 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $195,618 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $142,875 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $30,356 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $36,160 | CashBOYAmt |
| Cash EOY | $44,309 | CashEOYAmt |
| Cash EOYFMV | $44,309 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $29,595 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $685,910 | CorporateStockBOYAmt |
| Corporate Stock EOY | $859,188 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,097,241 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $37,575 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $789,240 | TotalAssetsBOYAmt |
| Total Assets EOY | $903,497 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,141,550 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,000 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,000 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $788,240 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $788,240 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $114,257 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $789,240 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $903,497 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $789,240 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $903,497 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $789,240 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $195,618 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $984,858 | SubtotalAmt |
| Other Decreases | $81,361 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $903,497 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BECTON DICKINSON & CO | P | 2013-10-28 | 2018-01-09 | $56,530 | $26,623 | $29,907 | $29,907 |
| CORNING INC | P | 2013-02-27 | 2018-01-09 | $25,260 | $9,417 | $15,843 | $15,843 |
| INTERXION HOLDING NV | P | 2011-01-27 | 2018-01-09 | $3,517 | $186 | $3,331 | $3,331 |
| KAYNE ANDERSON MLP INVT CO | P | 2016-02-04 | 2018-01-09 | $57,983 | $33,475 | $24,508 | $24,508 |
| PROCTOR & GAMBLE | P | 2016-02-05 | 2018-02-21 | $40,463 | $40,534 | -$71 | -$71 |
| ARES MANAGEMENT LP | P | 2016-02-05 | 2018-08-20 | $62,716 | $33,408 | $29,308 | $29,308 |
| CORNING INC | P | 2013-02-27 | 2018-08-20 | $19,666 | $7,521 | $12,145 | $12,145 |
| PROCTOR & GAMBLE | P | 2018-01-09 | 2018-02-21 | $24,278 | $27,556 | -$3,278 | -$3,278 |
| CAPITAL GAINS DIVIDENDS | P | $1,862 | $1,862 | $1,862 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $113,555 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$3,278 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,858 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,858 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,858 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,660 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,660 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $3 | EsPenaltyAmt |
| Overpayment | $799 | OverpaymentAmt |
| Applied To ES Tax | $799 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | HAYDEN K HARMAN | IndividualWithBooksNm |
| Phone | 6177378259 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 425 BOYLSTON STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HAYDEN K HARMAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 425 BOYLSTON STREET 4TH FL | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,075,952 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $49,641 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,125,593 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,125,593 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,884 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,108,709 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $55,435 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $55,435 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,858 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,858 | TotalTaxAmt |
| Distributable Before Adj | $52,577 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $52,577 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $52,577 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $141,727 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $141,727 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $141,727 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $52,577 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $16,000 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $18,500 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $32,600 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $48,500 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $91,550 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $207,150 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $141,727 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $52,577 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $89,150 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $296,300 | 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 | $16,000 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $280,300 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $18,500 | ExcessFromYear4Amt |
| Excess From Year3 | $32,600 | ExcessFromYear3Amt |
| Excess From Year2 | $48,500 | ExcessFromYear2Amt |
| Excess From Year1 | $91,550 | ExcessFromYear1Amt |
| Excess From Current Year | $89,150 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
|---|---|---|---|---|---|---|---|
| BETH ISRAEL DEACONESS MEDICAL CENTER | |||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | NONE | PC | GRANT IN SUPPORT OF THE ORGANIZATION'S ONGOING OPERATIONS. | $1,000 |
| BIKES NOT BOMBS | |||||||
| 284 AMORY STREET | JAMAICA PLAIN | MA | 02130 | NONE | PC | GRANT IN SUPPORT OF THE ORGANIZATION'S ONGOING OPERATIONS. | $250 |
| CARLOS OTIS CLINIC | |||||||
| 78 FOUNDERS HILL RD | STRATTON | VT | 05360 | NONE | PC | GRANT IN SUPPORT OF THE ORGANIZATION'S ONGOING OPERATIONS. | $2,000 |
| CENTRAL PARK CONSERVANCY | |||||||
| 14 E 60TH STREET | NEW YORK | NY | 10022 | NONE | PC | GRANT IN SUPPORT OF THE ORGANIZATION'S ONGOING OPERATIONS. | $10,000 |
| GREATER RICHMOND BAR FOUNDATION | |||||||
| 707 E MAIN STREET | RICHMOND | VA | 23219 | NONE | PC | GRANT IN SUPPORT OF THE ORGANIZATION'S ONGOING OPERATIONS. | $4,500 |
| HAMILTON MADISON HOUSE | |||||||
| 253 S STREET | NEW YORK | NY | 10002 | NONE | PC | GRANT IN SUPPORT OF THE ORGANIZATION'S ONGOING OPERATIONS. | $20,159 |
| JERUSALEM FARM | |||||||
| 520 GARFIELD AVENUE | KANSAS CITY | MO | 64124 | NONE | PC | GRANT IN SUPPORT OF THE ORGANIZATION'S ONGOING OPERATIONS. | $3,250 |
| LAKESIDE VOLUNTEER RESCUE SQUAD | |||||||
| 2007 TIMBERLAKE AVENUE | HENRICO | VA | 23228 | NONE | PC | GRANT IN SUPPORT OF THE ORGANIZATION'S ONGOING OPERATIONS. | $4,500 |
| LEAD TO READ KC | |||||||
| 6022 N STRATHBURY AVENUE | KANSAS CITY | MO | 64151 | NONE | PC | GRANT IN SUPPORT OF THE ORGANIZATION'S ONGOING OPERATIONS. | $100 |
| LOOMIS CHAFFEE | |||||||
| 4 BATCHELDER RD | WINDSOR | CT | 06095 | NONE | PC | GRANT IN SUPPORT OF THE ORGANIZATION'S ONGOING OPERATIONS. | $14,944 |
| MADISON SQUARE PARK CONSERVANCY | |||||||
| 11 MADISON AVENUE 15TH FL | NEW YORK | NY | 10010 | NONE | PC | GRANT IN SUPPORT OF THE ORGANIZATION'S ONGOING OPERATIONS. | $5,000 |
| MARK WADE CHOATE III FOUNDATION | |||||||
| 2543 VIA SONOMA | PALOS VERDES ESTATES | CA | 90274 | NONE | PF | GRANT IN SUPPORT OF THE ORGANIZATION'S ONGOING OPERATIONS. | $1,000 |
| NYC PBA WIDOWS & CHILDREN'S FUND | |||||||
| 125 BROAD STREET 11TH FL | NEW YORK | NY | 10004 | NONE | PC | GRANT IN SUPPORT OF THE ORGANIZATION'S ONGOING OPERATIONS. | $10,000 |
| SAMUEL U RODGERS HEALTH CENTER | |||||||
| 825 EUCLID AVENUE | KANSAS CITY | MO | 64124 | NONE | PC | GRANT IN SUPPORT OF THE ORGANIZATION'S ONGOING OPERATIONS. | $10,000 |
| SHALOM FARMS | |||||||
| 1010 W LABURNUM AVENUE | RICHMOND | VA | 23227 | NONE | PC | GRANT IN SUPPORT OF THE ORGANIZATION'S ONGOING OPERATIONS. | $4,500 |
| WIKIMEDIA FOUNDATION INC | |||||||
| 149 MONTGOMERY STREET - 6TH FL | SAN FRANCISCO | CA | 94105 | NONE | PC | GRANT IN SUPPORT OF THE ORGANIZATION'S ONGOING OPERATIONS. | $506 |
| YMCA OF GREATER NEW YORK | |||||||
| 273 BOWERY | NEW YORK | NY | 10002 | NONE | PC | GRANT IN SUPPORT OF THE ORGANIZATION'S ONGOING OPERATIONS. | $9,971 |
| THE APPALACHIAN TRAIL CONSERVANCY | |||||||
| TUCKERS LANE | MARKHAM | VA | 22643 | NONE | PC | GRANT IN SUPPORT OF THE ORGANIZATION'S ONGOING OPERATIONS. | $1,022 |
| THE GARDEN OF HOPE | |||||||
| PO BOX 520048 | FLUSHING | NY | 11352 | NONE | PC | GRANT IN SUPPORT OF THE ORGANIZATION'S ONGOING OPERATIONS. | $9,971 |
| OPERATION BBQ RELIEF | |||||||
| PO BOX 3825 | SHAWNEE | KS | 66203 | NONE | PC | GRANT IN SUPPORT OF THE ORGANIZATION'S ONGOING OPERATIONS. | $14,719 |
| MSPCA-ANGELL | |||||||
| 350 SOUTH HUNTINGTON AVENUE | BOSTON | MA | 02130 | NONE | PC | GRANT IN SUPPORT OF THE ORGANIZATION'S ONGOING OPERATIONS. | $4,868 |
| Y2Y HARVARD SQUARE | |||||||
| 1 CHURCH STREET | CAMBRIDGE | MA | 02138 | NONE | PC | GRANT IN SUPPORT OF THE ORGANIZATION'S ONGOING OPERATIONS. | $8,519 |
| KANSAS CITY WOMEN IN TECHNOLOGY | |||||||
| 4825 TROOST ROOM 108 | KANSAS CITY | MO | 64110 | NONE | PC | GRANT IN SUPPORT OF THE ORGANIZATION'S ONGOING OPERATIONS. | $948 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $141,727 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $29,390 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $113,555 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| PARTNERSHIP DISTRIBUTIONS | $460 |
| RETURN OF CAPITAL | $756 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $144,161 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $144,161 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | THE FOUNDATION INVESTS FUNDS ACCORDING TO THE RISK PROFILE OF THE FOUNDATION TO ENHANCE THE ASSETS AVAILABLE TO EXECUTE ON THE MISSION |
| 8 | THE FOUNDATION INVESTS FUNDS ACCORDING TO THE RISK PROFILE OF THE FOUNDATION TO ENHANCE THE ASSETS AVAILABLE TO EXECUTE ON THE MISSION |
| 11 | THE FOUNDATION INVESTS FUNDS ACCORDING TO THE RISK PROFILE OF THE FOUNDATION TO ENHANCE THE ASSETS AVAILABLE TO EXECUTE ON THE MISSION |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| HAYDEN K HARMAN | ||||||
| 1 | 425 BOYLSTON STREET - 4TH FL | BOSTON | MA | 02116 | $49,970 | Yes (X) |
| HAYDEN K HARMAN | ||||||
| 2 | 425 BOYLSTON STREET - 4TH FL | BOSTON | MA | 02116 | $49,859 | Yes (X) |
| HAYDEN K HARMAN | ||||||
| 3 | 425 BOYLSTON STREET - 4TH FL | BOSTON | MA | 02116 | $50,584 | Yes (X) |
| HAYDEN K HARMAN | ||||||
| 4 | 425 BOYLSTON STREET - 4TH FL | BOSTON | MA | 02116 | $50,785 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1,217 SHS OF CHARLES SCHWAB NEW | $49,970 | 2018-12-28 |
| 2 | 284 SHS OF MC DONALDS CORP | $49,859 | 2018-12-28 |
| 3 | 1,218 SHS OF CHARLES SCHWAB NEW | $50,584 | 2018-12-31 |
| 4 | 286 SHS OF MC DONALDS CORP | $50,785 | 2018-12-31 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $786 | Amt |
| Net Investment Income | $786 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M COMPANY | $65,167 | $76,216 |
| BECTON DICKINSON & CO | $18,176 | $37,178 |
| BLACKSTONE GROUP LP | $54,486 | $59,620 |
| BRISTOL MEYER SQUIBB | $55,639 | $51,980 |
| CHARLES SCHWAB NEW | $67,656 | $163,421 |
| CORNING INC | $40,834 | $90,630 |
| CVS | $57,785 | $45,864 |
| JOHNSON AND JOHNSON | $63,468 | $77,430 |
| JPMORGAN CHASE | $63,204 | $68,334 |
| LAS VEGAS SANDS CORPORATION | $69,668 | $52,050 |
| MCDONALDS CORP | $61,530 | $172,243 |
| NEWELL BRANDS INC | $65,431 | $55,770 |
| SIGNET JEWELERS LIMITED | $56,724 | $31,770 |
| UNITED PARCEL SERVICE | $58,236 | $48,765 |
| VISA INC CL A | $61,184 | $65,970 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $500 | LegalFeesAmt |
| Net Investment Income | $500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFFERENCE BETWEEN FMV AND BOOK VALUE OF DONATIONS | Desc |
| Amt | $81,361 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP DISTRIBUTIONS | $460 | $460 | $460 |
| RETURN OF CAPITAL | $756 | $756 | $756 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| NEW YORK DEPARTMENT OF LAW | $250 | $0 | $250 | $0 |
| FEDERAL EXCISE TAXES | $6,478 | $0 | $0 | $0 |