THE HANLEY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE HANLEY FOUNDATION (EIN 52-2204367)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-14
- IRS object ID
- 201801349349102095
- Schema version
- 2017v2.2
- 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
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-14T11:50:33-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY VIRCHOW KRAUSE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8219 LEESBURG PIKE SUITE 800 | AddressLine1Txt |
| City | TYSONS | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22182 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522204367 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HANLEY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HANL | BusinessNameControlTxt |
| Phone | 2027505530 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1228 31ST STREET NW 2ND FLOOR | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20007 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL HANLEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2027505530 | PhoneNum |
| Signature | 2018-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAIME LAWSON | PreparerPersonNm |
| PTIN | P01327130 | PTIN |
| Phone | 7039238300 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $7,652,204 | 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 | $1,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $148,310 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $148,310 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $369,364 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $691,401 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $369,364 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,517,674 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $517,674 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,150 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,150 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $7,241 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,379 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $20,475 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $20,475 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,946 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,460 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $486 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $37,962 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,989 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $23,111 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $421,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $421,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $459,462 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,989 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $444,611 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,058,212 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $505,685 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $17,283 | CashBOYAmt |
| Cash EOY | $52,476 | CashEOYAmt |
| Cash EOYFMV | $52,476 | CashEOYFMVAmt |
| Corporate Stock BOY | $5,560,680 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,583,699 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,599,728 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,577,963 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,636,175 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,652,204 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $5,577,963 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,636,175 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,577,963 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,636,175 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,577,963 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,636,175 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,577,963 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,058,212 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,636,175 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,636,175 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICY TRADED SECURITIETS | $500,000 | $322,037 | $177,963 | $177,963 | |
| CAPITAL GAINS DIVIDENDS | $191,401 | $191,401 | $191,401 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $369,364 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $409,093 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,017,687 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.067982 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $377,537 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,437,618 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.058645 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $401,961 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,852,866 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.058656 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $302,682 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,988,378 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050545 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $306,364 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,084,137 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050355 | DistributionYr5Rt |
| Total Distribution | 0.286183 | TotalDistributionRt |
| Average Distribution | 0.057237 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,318,376 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $418,882 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,057 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $423,939 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $444,611 | 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 | $5,057 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,057 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,057 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,480 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,480 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,577 | TaxDueAmt |
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 |
| 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 | ELLEN MCMACKIN | IndividualWithBooksNm |
| Phone | 2027505530 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1228 31ST STREET NW 2ND FLOOR | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20007 | 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL J HANLEY | ||||||||
| 1228 31ST STREET NW 2ND FLOOR | WASHINGTON | DC | 20007 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| KATHRYN J HANLEY | ||||||||
| 1228 31ST STREET NW 2ND FLOOR | WASHINGTON | DC | 20007 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| ELLEN MCMACKIN | ||||||||
| 1228 31ST STREET NW 2ND FLOOR | WASHINGTON | DC | 20007 | SECRETARY | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE HANLEY AWARD FOR VISION AND LEADERSHIP IN SUSTAINABLE HOUSING IS AWARDED ANNUALLY TO AN INDIVIDUAL WHO HAS DEMONSTRATED EXTRAORDINARY, LASTING, AND FAR-REACHING CONTRIBUTIONS TO THE ADVANCEMENT OF SUSTAINABLE HOUSING IN THE UNITED STATES. | Description1Txt |
| Expenses1 | $50,000 | Expenses1Amt |
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 | $7,335,838 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $93,985 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,429,823 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,429,823 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $111,447 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,318,376 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $365,919 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $365,919 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,057 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,057 | TotalTaxAmt |
| Distributable Before Adj | $360,862 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $360,862 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $360,862 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $444,611 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $444,611 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,057 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $439,554 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $360,862 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $309,000 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $304,000 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $69,036 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $63,776 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $115,133 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $860,945 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $444,611 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $360,862 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $83,749 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $944,694 | 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 | $309,000 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $635,694 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $304,000 | ExcessFromYear4Amt |
| Excess From Year3 | $69,036 | ExcessFromYear3Amt |
| Excess From Year2 | $63,776 | ExcessFromYear2Amt |
| Excess From Year1 | $115,133 | ExcessFromYear1Amt |
| Excess From Current Year | $83,749 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|---|
| BOLINAS COMMUNITY LAND TRUST | ||||||||
| 6 WHARF RD PO BOX 805 | BOLINAS | CA | 94924 | 501(C)3 | TO FULFILL THE CHARITABLE PURPOSE | $2,000 | ||
| BOYS AND GIRLS CLUB OF GREATER WASHINGTON | ||||||||
| 8380 COLESVILLE ROAD SUITE 600 | SILVER SPRING | MD | 20910 | 501(C)3 | TO FULFILL THE CHARITABLE PURPOSE | $1,000 | ||
| BREAD FOR THE CITY | ||||||||
| 1525 SEVENTH STREET NW | WASHINGTON | DC | 20001 | 501(C)3 | TO FULFILL THE CHARITABLE PURPOSE | $7,500 | ||
| BULLIS SCHOOL | ||||||||
| 10601 FALLS ROAD | POTOMAC | MD | 20854 | 501(C)3 | TO FULFILL THE CHARITABLE PURPOSE | $25,500 | ||
| CAPITAL PARTNERS FOR EDUCATION | ||||||||
| 1413 K STREET NW 2ND FLOOR | WASHINGTON | DC | 20005 | 501(C)3 | TO FULFILL THE CHARITABLE PURPOSE | $25,000 | ||
| CHESAPEAKE BAY FOUNDATION | ||||||||
| 6 HERNDON AVENUE | ANNAPOLIS | MD | 21403 | 501(C)3 | TO FULFILL THE CHARITABLE PURPOSE | $50,000 | ||
| COLLEGIATE DIRECTIONS | ||||||||
| 4827 RUGBY AVENUE SUITE 001 | BETHESDA | MD | 20814 | 501(C)3 | TO FULFILL THE CHARITABLE PURPOSE | $5,000 | ||
| DC CENTRAL KITCHEN | ||||||||
| 425 2ND STREET NW | WASHINGTON | DC | 20001 | 501(C)3 | TO FULFILL THE CHARITABLE PURPOSE | $8,500 | ||
| EDIBLE SCHOOLYARD NYC | ||||||||
| 55 WASHINGTON STREET SUITE 257 | BROOKLYN | NY | 11201 | 501(C)3 | TO FULFILL THE CHARITABLE PURPOSE | $8,500 | ||
| FRIENDSHIP PLACE | ||||||||
| 4713 WISCONSIN AVENUE NW | WASHINGTON | DC | 20016 | 501(C)3 | TO FULFILL THE CHARITABLE PURPOSE | $50,000 | ||
| GRATITUDE CENTER | ||||||||
| C/O MR GREGORY HARMON 2228 LAWTON | SAN FRANCISCO | CA | 94122 | 501(C)3 | TO FULFILL THE CHARITABLE PURPOSE | $10,000 | STREET | |
| HEIFER INTERNATIONAL | ||||||||
| 1 WORLD AVENUE | LITTLE ROCK | AR | 72202 | 501(C)3 | TO FULFILL THE CHARITABLE PURPOSE | $2,000 | ||
| INNER CITYINNER CHILD - DUMBARTON SERIES | ||||||||
| 3133 DUMBARTON STREET NW | WASHINGTON | DC | 20007 | 501(C)3 | TO FULFILL THE CHARITABLE PURPOSE | $7,500 | ||
| INTERNATIONAL WOMEN'S HEALTH COALITION | ||||||||
| 333 SEVENTH AVENUE 6TH FLOOR | NEW YORK | NY | 10001 | 501(C)3 | TO FULFILL THE CHARITABLE PURPOSE | $9,000 | ||
| LINC HOUSING | ||||||||
| 555 EAST OCEAN BLVD 900 | LONG BEACH | CA | 90802 | 501(C)3 | TO FULFILL THE CHARITABLE PURPOSE | $25,000 | ||
| MANA'O RADIO | ||||||||
| PO BOX 2203 | WAILUKU | HI | 96793 | 501(C)3 | TO FULFILL THE CHARITABLE PURPOSE | $500 | ||
| MARIN ACADEMY | ||||||||
| 1600 MISSION AVENUE | SAN RAFAEL | CA | 94901 | 501(C)3 | TO FULFILL THE CHARITABLE PURPOSE | $4,000 | ||
| MARTHA'S TABLE | ||||||||
| 2114 14TH STREET NW | WASHINGTON | DC | 20009 | 501(C)3 | TO FULFILL THE CHARITABLE PURPOSE | $50,000 | ||
| MAUI HUMANE SOCIETY | ||||||||
| PO BOX 1047 | PUUNENE | HI | 96784 | 501(C)3 | TO FULFILL THE CHARITABLE PURPOSE | $1,000 | ||
| MIDDELSEX SCHOOL | ||||||||
| 1400 LOWELL ROAD | CONCORD | MA | 01742 | 501(C)3 | TO FULFILL THE CHARITABLE PURPOSE | $500 | ||
| NATIONAL CAPITAL POISON CENTER | ||||||||
| 3201 NEW MEXICO AVENUE NW | WASHINGTON | DC | 20016 | 501(C)3 | TO FULFILL THE CHARITABLE PURPOSE | $500 | ||
| OCEANA | ||||||||
| 1350 CONNECTICUT AVENUE | WASHINGTON | DC | 20036 | 501(C)3 | TO FULFILL THE CHARITABLE PURPOSE | $2,000 | ||
| OMPRAKASH FOUNDATION | ||||||||
| 2311 N 45TH STREET | SEATTLE | WA | 98103 | 501(C)3 | TO FULFILL THE CHARITABLE PURPOSE | $3,000 | ||
| PA'IA YOUTH COUNCIL | ||||||||
| PO BOX 790999 | PAIA | HI | 96779 | 501(C)3 | TO FULFILL THE CHARITABLE PURPOSE | $1,500 | ||
| RAINFOREST FOUNDATION | ||||||||
| 1000 DEAN STREET SUITE 430 | BROOKLYN | NY | 11238 | 501(C)3 | TO FULFILL THE CHARITABLE PURPOSE | $2,000 | ||
| ROOTS AND BRANCHES CONSERVANCY | ||||||||
| 331 CARRERA DRIVE | MILL VALLEY | CA | 94941 | 501(C)3 | TO FULFILL THE CHARITABLE PURPOSE | $1,000 | ||
| SAN FRANCISCO FOOD BANK | ||||||||
| 900 PENNSYLVANIA AVENUE | SAN FRANCISCO | CA | 94107 | 501(C)3 | TO FULFILL THE CHARITABLE PURPOSE | $2,000 | ||
| SECOND CHANCE EMPLOYMENT | ||||||||
| 1875 EYE STREET NW SUITE 500 | WASHINGTON | DC | 20008 | 501(C)3 | TO FULFILL THE CHARITABLE PURPOSE | $5,000 | ||
| SIERRA CLUB FOUDATION | ||||||||
| 2101 WEBSTER STREET SUITE 1250 | OAKLAND | CA | 94612 | 501(C)3 | TO FULFILL THE CHARITABLE PURPOSE | $2,000 | ||
| SURFRIDER FOUNDATION | ||||||||
| PO BOX 6010 | SAN CLEMENTE | CA | 92674 | 501(C)3 | TO FULFILL THE CHARITABLE PURPOSE | $2,000 | ||
| WASHINGTON LAWYERS COMMITTEE | ||||||||
| 11 DUPONT CIRCLE NW SUITE 400 | WASHINGTON | DC | 20036 | 501(C)3 | TO FULFILL THE CHARITABLE PURPOSE | $5,000 | ||
| WASHINGTON'S NATIONAL PARK FUND | ||||||||
| 1904 3RD STREET SUITE 400 | SEATTLE | WA | 20036 | 501(C)3 | TO FULFILL THE CHARITABLE PURPOSE | $500 | ||
| WENDT CENTER FOR LOSSHEALING | ||||||||
| 730 11TH STREET NW THIRD FLOOR | WASHINGTON | DC | 20001 | 501(C)3 | TO FULFILL THE CHARITABLE PURPOSE | $50,500 | ||
| WILDLIFE CONSERVATION SOCIETY | ||||||||
| 2300 SOUTHERN BOULEVARD | BRONX | NY | 10460 | 501(C)3 | TO FULFILL THE CHARITABLE PURPOSE | $2,000 | ||
| WILLIAM C MCDONOUGH | ||||||||
| 2110 DOGWOOD LANE | CHARLOTTESVILLE | VA | 22901 | I | TO FULFILL THE CHARITABLE PURPOSE | $50,000 | NO RELATIONSHIP | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $421,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $148,310 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $369,364 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $517,674 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $517,674 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| MICHAEL HANLEY | ||||||
| 1 | 1228 31ST STREET NW | WASHINGTON | DC | 20007 | $500,000 | Yes (X) |
| KATHRYN HANLEY | ||||||
| 2 | 1228 31ST STREET NW | WASHINGTON | DC | 20007 | $500,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $4,300 | Amt |
| Net Investment Income | $2,150 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,150 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD INTL EQUITY INDEX | $446,471 | $521,288 |
| THE IRONBRIDGE FRONTEGRA SMID | $18,630 | $22,185 |
| VANGUARD INDEX TRUST 500 PORTF | $582,795 | $1,014,659 |
| LONGLEAF PARTNERS FED | $669,180 | $680,425 |
| TOUCHSTONE SANDS CAPITAL | $712,054 | $738,068 |
| ROWE T PRICE NEW ERA | $385,314 | $359,672 |
| DREYFUS INSTITUTIONAL RESERVES | $27,361 | $27,361 |
| VANGUARD DEVELOPED MKT INDEX | $934,544 | $1,320,756 |
| TWEEDY BROWNE FD INC GLOBAL | $612,403 | $740,948 |
| VANGUARD TOTAL BOND MARKET INDEX FUND | $2,194,947 | $2,174,366 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTRATIVE | $858 | $429 | $429 |
| BANK CHARGES | $78 | $39 | $39 |
| INVESTMENT FEES | $3,981 | $3,981 | $0 |
| MISCELLANEOUS | $1,029 | $1,011 | $18 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $4,379 | $4,379 | $0 |
| FEDERAL TAX | $2,862 | $0 | $0 |