RAYMOND G & ESTELLE K SPEHAR FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- RAYMOND G & ESTELLE K SPEHAR FOUNDATION (EIN 33-0679989)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-16
- IRS object ID
- 202543209349100209
- Schema version
- 2024v5.2
- 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
- Investments Other Schedule2
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-16T07:02:21-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 951777440 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREEN HASSON & JANKS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 S FLOWER STREET SUITE 3300 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330679989 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPEHAR HALLIGAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SPEH | BusinessNameControlTxt |
| Phone | 6264415188 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 177 E COLORADO BLVD 800 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91105 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VICTORIA HALLIGAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6264415188 | PhoneNum |
| Signature | 2025-10-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LIZBETH G NEVAREZ | PreparerPersonNm |
| PTIN | P01399868 | PTIN |
| Phone | 3108731600 | PhoneNum |
| Preparation | 2025-10-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,898,082 | 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 | $992,655 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $106,588 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $106,588 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$43,862 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $534,984 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$17,755 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,055,381 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $88,833 | 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 | $3,636 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,736 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $54,376 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,594 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $40,782 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,029 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $96 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $70,041 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,690 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $42,518 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $100,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $100,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $170,041 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,690 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $142,518 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $885,340 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $75,143 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,422,918 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $597,446 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $597,446 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,709,774 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,279,961 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,279,961 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $495,261 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $20,675 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $20,675 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,627,953 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,898,082 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,898,082 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $5,627,953 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,898,082 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,627,953 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,898,082 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,627,953 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,898,082 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,627,953 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $885,340 | ExcessRevenueOverExpensesAmt |
| Other Increases | $384,789 | OtherIncreasesAmt |
| Subtotal | $6,898,082 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,898,082 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SALE OF PUBLICLY TRADED SECURITIES | PropertyDesc |
| Acquired | 2024-01-01 | AcquiredDt |
| Sold | 2024-12-31 | SoldDt |
| Gross Sales Price | $534,984 | GrossSalesPriceAmt |
| Cost Or Other Basis | $578,846 | CostOrOtherBasisAmt |
| Gain Or Loss | -$43,862 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$43,862 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$43,862 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,044 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,044 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,044 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,300 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,300 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $2 | EsPenaltyAmt |
| Overpayment | $5,254 | OverpaymentAmt |
| Applied To ES Tax | $5,254 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | 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 | WHITTIER TRUST COMPANY | IndividualWithBooksNm |
| Phone | 6264415111 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 177 E COLORADO BLVD STE 800 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91105 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| VICTORIA HALLIGAN | ||||||||
| 177 E COLORADO BLVD STE 800 | PASADENA | CA | 91105 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| CHRISTOPHER HALLIGAN | ||||||||
| 177 E COLORADO BLVD STE 800 | PASADENA | CA | 91105 | SECRETARY & CFO | 1.00 | $0 | $0 | $0 |
| PAUL CANTOR | ||||||||
| 177 E COLORADO BLVD STE 800 | PASADENA | CA | 91105 | CFO (RESIGNED NOVEMBER 2024) | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITTIER TRUST COMPANY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 177 E COLORADO 177 E COLORADO BLVD | AddressLine1Txt |
| Address Line2 | SUITE 800 | AddressLine2Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | CHARITABLE/INVESTMENT MGMT | ServiceTypeTxt |
| Compensation | $54,376 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $5,371,729 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $461,123 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $20,675 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,853,527 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,853,527 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $87,803 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,765,724 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $288,286 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $288,286 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,044 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,044 | TotalTaxAmt |
| Distributable Before Adj | $287,242 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $287,242 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $287,242 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $142,518 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $142,518 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $287,242 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $66,943 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $142,518 | QualifyingDistributionsAmt |
| Applied To Year1 | $66,943 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $75,575 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $211,667 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| UNIVERSITY OF NEBRASKA FOUNDATION | ||||||
| 1010 LINCOLN MALL SUITE 300 | LINCOLN | NE | 68508 | PC | DR. JAMES P. AND MARCIA S. HALLIGAN PROFESSORSHIP | $50,000 |
| PROGRAM FOR EARLY PARENT SUPPORT (PEPS) | ||||||
| 4649 SUNNYSIDE AVE N SUITE 324 | SEATTLE | WA | 98103 | PC | STRATEGIC PLANNING PROCESS 2025 | $35,000 |
| JUNIOR ACHIEVEMENT OF OREGON AND SW WASHINGTON INC | ||||||
| 7830 SE FOSTER RD | PORTLAND | OR | 972065140 | PC | GENERAL OPERATING SUPPORT | $10,000 |
| NORTHWEST SCHOOL FOR DEAF AND HARD-OF-HEARING CHILDREN | ||||||
| PO BOX 33666 | SEATTLE | WA | 98133 | PC | GENERAL OPERATING SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $100,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $106,588 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$43,862 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $62,726 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $62,726 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HALLIGAN CHARITABLE LEAD TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O NORTHERN TRUST 660 NEWPORT CENT | AddressLine1Txt |
| City | NEWPORT BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92660 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $992,655 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $3,636 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,736 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (127 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 7990 SHARES ISHARES INC CORE MSCI EMKT | $417,238 | $417,238 |
| 680 ISHARES S&P 500 INDEX | $400,302 | $400,302 |
| 2591 SHARES NVIDIA CORP | $347,945 | $347,945 |
| 6172 SHARES VANGUARD FTSE DEVELOPED MARKETS | $295,145 | $295,145 |
| 4475 SHARES ISHARES S&P MIDCAP 400 INDEX | $278,837 | $278,837 |
| 1101 SHARES APPLE COMPUTER INC | $275,712 | $275,712 |
| 603 SHARES MICROSOFT CORP | $254,165 | $254,165 |
| 1058 SHARES ALPHABET INC | $201,486 | $201,486 |
| 823 SHARES AMAZON COM INC | $180,558 | $180,558 |
| 1170 SHARES ISHARES S&P SMALL CAP 600 | $134,807 | $134,807 |
| 549 SHARES BROADCOM INC | $127,280 | $127,280 |
| 1350 SHARES VANGUARD INTERM CORP | $108,365 | $108,365 |
| 10236.4090 SHARES PIMCO FDS INCOM FD INSTL | $107,687 | $107,687 |
| 329 SHARES VISA INC | $103,977 | $103,977 |
| 154 SHARES META PLATFORMS INC | $90,169 | $90,169 |
| 530 SHARES ISHARES RUSSELL 2000 VALUE | $87,010 | $87,010 |
| 331 SHARES JP MORGAN CHASE & CO | $79,344 | $79,344 |
| 73 SHARES SERVICENOW INC | $77,389 | $77,389 |
| 195 SHARES EATON CORP PLC | $64,715 | $64,715 |
| 138 SHARES BERKSHIRE HATHAWAY INC DEL | $62,553 | $62,553 |
| 945 SHARES CHIPOTLE MEXICAN GRILL INC | $56,984 | $56,984 |
| 73 SHARES LILLY ELI & CO | $56,356 | $56,356 |
| 914 SHARES COPART INC | $52,454 | $52,454 |
| 25 SHARES FAIR ISSAC | $49,773 | $49,773 |
| 406 SHARES TJX COS INC | $49,049 | $49,049 |
| 83 SHARES GOLDMAN SACHS GROUP INC | $47,527 | $47,527 |
| 77 SHARES MONOLITHIC PWR SYS I | $45,561 | $45,561 |
| 453 SHARES EAST WEST BANCORP | $43,379 | $43,379 |
| 187 SHARES HONEYWELL INTL INC | $42,241 | $42,241 |
| 178 SHARES NORFOLK SOUTHERN CORP | $41,777 | $41,777 |
| 220 SHARES BLACKSTONE INC | $37,932 | $37,932 |
| 374 SHARES MERCK & CO INC NEW | $37,206 | $37,206 |
| 259 SHARES BUILDERS FIRSTSOURCE | $37,019 | $37,019 |
| 69 SHARES THERMO FISHER SCIENTIFIC INC | $35,896 | $35,896 |
| 395 SHARES SPDR BIOTECH - XBI | $35,574 | $35,574 |
| 300 SHARES RTX CORPORATION | $34,716 | $34,716 |
| 97 SHARES CURTISS-WRIGHT CORP | $34,422 | $34,422 |
| 137 SHARES EAGLE MATLS | $33,806 | $33,806 |
| 36 SHARES COSTCO WHSL CORP NEW | $32,986 | $32,986 |
| 98 SHARES SALESFORCE COM INC | $32,765 | $32,765 |
| 70 SHARES MOTOROLA SOLUTIONS INC | $32,356 | $32,356 |
| 107 SHARES RBC BEARINGS INC | $32,008 | $32,008 |
| 63 SHARES UNITEDHEALTH GROUP INC | $31,869 | $31,869 |
| 76 SHARES LINDE PLC | $31,819 | $31,819 |
| 306 SHARES BROWN & BROWN INC | $31,218 | $31,218 |
| 254 SHARES EOG RES INC | $31,135 | $31,135 |
| 258 SHARES PHILIP MORRIS INTL INC | $31,050 | $31,050 |
| 43 SHARES UNITED RENTALS INC | $30,291 | $30,291 |
| 169 SHARES OLD DOMINION FGHT LI | $29,812 | $29,812 |
| 154 SHARES PNC FINL SVCS GROUP INC | $29,699 | $29,699 |
| 253 SHARES VERTIV HOLDINGS CO-A | $28,743 | $28,743 |
| 55 SHARES INTUITIVE SURGICAL INC | $28,708 | $28,708 |
| 174 SHARES RLI CORP | $28,680 | $28,680 |
| 134 SHARES MARSH & MCLENNAN COS INC | $28,463 | $28,463 |
| 400 SHARES RADNET INC | $27,936 | $27,936 |
| 327 SHARES GRACO INC | $27,563 | $27,563 |
| 222 SHARES SUN CMNTYS INC | $27,299 | $27,299 |
| 23 SHARES O REILLY AUTOMOTIVE INC NEW | $27,273 | $27,273 |
| 177 SHARES BOOT BARN HOLDINGS | $26,872 | $26,872 |
| 571 SHARES EQT CORP COM. | $26,329 | $26,329 |
| 80 SHARES WEST PHARMACEUTICAL | $26,205 | $26,205 |
| 487 SHARES VERTEX INC CLASS A | $25,981 | $25,981 |
| 52 SHARES S&P GLOBAL INC | $25,898 | $25,898 |
| 156 SHARES SIMPSON MANUFACTURIN | $25,869 | $25,869 |
| 55 SHARES TELEDYNE TECH | $25,527 | $25,527 |
| 175 SHARES CHEVRON CORP | $25,347 | $25,347 |
| 68 SHARES ELEVANCE HEALTH INC | $25,085 | $25,085 |
| 220 SHARES DISNEY WALT CO | $24,497 | $24,497 |
| 120 SHARES IQVIA HLDGS INC | $23,581 | $23,581 |
| 160 SHARES DATADOG INC | $22,862 | $22,862 |
| 208 SHARES OLLIE'S BARGAIN | $22,824 | $22,824 |
| 201 SHARES ABBOTT LABS | $22,735 | $22,735 |
| 38 SHARES AXON ENTERPRISE INC | $22,584 | $22,584 |
| 131 SHARES SIMON PROPERTY | $22,560 | $22,560 |
| 72 SHARES TOPBUILD CORP | $22,417 | $22,417 |
| 128 SHARES HOULIHAN LOKEY INC | $22,228 | $22,228 |
| 55 SHARES CASEY'S GENE | $21,793 | $21,793 |
| 92 SHARES ECOLAB INC | $21,557 | $21,557 |
| 85 SHARES WD 40 CO | $20,628 | $20,628 |
| 271 SHARES FORTIVE CORP | $20,325 | $20,325 |
| 88 SHARES DANAHER CORP DEL | $20,200 | $20,200 |
| 49 SHARES TESLA MTRS INC | $19,788 | $19,788 |
| 111 SHARES ABBVIE INC | $19,725 | $19,725 |
| 199 SHARES PLANET FITNESS INC-A | $19,675 | $19,675 |
| 158 SHARES VALERO ENERGY CORP NEW | $19,369 | $19,369 |
| 114 SHARES GUIDEWIRE SOFTWARE | $19,218 | $19,218 |
| 50 SHARES LULULEMON ATHLETICA | $19,121 | $19,121 |
| 129 SHARES KKR & CO INC | $19,080 | $19,080 |
| 242 SHARES GE HEALTHCARE TECH | $18,920 | $18,920 |
| 39 SHARES FACTSET RESEARCH SYS | $18,731 | $18,731 |
| 109 SHARES PROCTER & GAMBLE CO | $18,274 | $18,274 |
| 672 SHARES GRAPHIC PACKAGING | $18,252 | $18,252 |
| 110 SHARES HYATT HOTELS CORP | $17,268 | $17,268 |
| 713 SHARES ARIS WATER SOLUTIONS | $17,076 | $17,076 |
| 27 SHARES INTUIT | $16,970 | $16,970 |
| 8 SHARES FIRST CTZNS BANCSHARES INC N | $16,904 | $16,904 |
| 227 SHARES BOSTON PROPERTIES INC | $16,880 | $16,880 |
| 125 SHARES CULLEN FROST BANKERS | $16,781 | $16,781 |
| 275 SHARES MONDELEZ INTL INC | $16,426 | $16,426 |
| 264 SHARES PURE STORGE INC | $16,218 | $16,218 |
| 289 SHARES WEBSTER FINL | $15,959 | $15,959 |
| 71 SHARES CONSTELLATION ENERGY | $15,883 | $15,883 |
| 47 SHARES LPL FINANCIAL HLDGS | $15,346 | $15,346 |
| 198 SHARES DOLLAR GENERAL CORP | $15,012 | $15,012 |
| 209 SHARES NEXTERA ENERGY INC | $14,983 | $14,983 |
| 397 SHARES COMCAST CORP | $14,899 | $14,899 |
| 212 SHARES AMPHENOL CORP NEW | $14,723 | $14,723 |
| 262 SHARES BANCORP INC | $13,789 | $13,789 |
| 426 SHARES INVITATION HOMES INC | $13,619 | $13,619 |
| 177 SHARES BOSTON PROP | $13,162 | $13,162 |
| 375 SHARES HF SINCLAIR CORP | $13,144 | $13,144 |
| 61 SHARES CHENIERE ENERGY INC | $13,107 | $13,107 |
| 31 SHARES DOMINO'S PIZZA INC | $13,013 | $13,013 |
| 51 SHARES RENAISSANCERE HOLDINGS LTD | $12,689 | $12,689 |
| 60 SHARES TALEN ENERGY CORP | $12,088 | $12,088 |
| 162 SHARES OTTER TAIL CORP | $11,962 | $11,962 |
| 39 SHARES WINGSTOP INC | $11,084 | $11,084 |
| 32 CROWDSTRIKE HLDGS INC | $10,949 | $10,949 |
| 85 SHARES RPM INTL | $10,460 | $10,460 |
| 20 SHARES MARTIN MARIETTA MATLS INC | $10,330 | $10,330 |
| 114 SHARES SPDR SERIES TRUST S&P BIOTECH | $10,267 | $10,267 |
| 37 SHARES PROGRESSIVE CORP | $8,866 | $8,866 |
| 47 SHARES SPS COMMERCE INC | $8,648 | $8,648 |
| 409 SHARES AVANTOR INC | $8,618 | $8,618 |
| 58 SHARES SUN COMMUNITIES INC | $7,132 | $7,132 |
| 77 SHARES AMERICAN ELEC PWR INC | $7,102 | $7,102 |
| 163 SHARES VERIZON COMMUNICATIONS | $6,518 | $6,518 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 20,675.4900 SHARES SPEHAR CANYON VILLAGE, LLC | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $20,675 | BookValueAmt |
| EOYFMV | $20,675 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SPEHAR CANYON VILLAGE LLC | Desc |
| Net Investment Income | -$17,755 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $384,789 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $54,376 | Amt |
| Net Investment Income | $13,594 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $40,782 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $11,439 | $0 | $0 |
| FILING FEE | $494 | $0 | $0 |
| FOREIGN TAXES PAID | $96 | $96 | $0 |