WILLIAM A HAZEL FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM A HAZEL FAMILY FOUNDATION (EIN 54-1977626)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-12
- IRS object ID
- 201531329349102213
- Schema version
- 2014v5.0
- 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
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Distribution From Corpus Election
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-12T12:23:17-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 541029635 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMPSON GREENSPON | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4035 RIDGE TOP RD SUITE 700 | AddressLine1Txt |
| City | FAIRFAX | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22030 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541977626 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM A HAZEL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 7033788300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 600 4305 HAZEL PARK CT | AddressLine1Txt |
| City | CHANTILLY | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 201510600 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAY B KEYSER | PersonNm |
| Person Title | SECRETARY/TREAS | PersonTitleTxt |
| Phone | 7033788300 | PhoneNum |
| Signature | 2015-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NATHAN S WHITE IV CPA | PreparerPersonNm |
| PTIN | P00127091 | PTIN |
| Phone | 7033858888 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,481,257 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $17,014 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,014 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $18,802 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $36,266 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $18,802 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,176 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $36,992 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $35,816 | 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 | $1,814 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,814 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,350 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $174 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,549 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,524 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,713 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,698 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,839 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,713 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,698 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,839 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $32,279 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $34,118 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,030,666 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $281,705 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $281,705 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $248,797 | CorporateStockBOYAmt |
| Corporate Stock EOY | $412,742 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $499,004 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $85,126 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $702,421 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $700,548 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,364,589 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,396,868 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,481,257 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,364,589 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,396,868 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,364,589 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,396,868 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,364,589 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,396,868 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,364,589 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $32,279 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,396,868 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,396,868 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 15.0SH IMPERIAL TOBACCO LT ADR | P | 2014-08-25 | 2014-09-09 | $1,294 | $1,302 | -$8 | -$8 |
| 75.0SH J SAINSBURY SPN ADR NEW | P | 2014-08-25 | 2014-11-13 | $1,253 | $1,554 | -$301 | -$301 |
| 15.0SH L BRANDS INC | P | 2014-08-25 | 2014-09-08 | $961 | $960 | $1 | $1 |
| 15.0SH L BRANDS INC | P | 2014-08-25 | 2014-10-10 | $1,004 | $926 | $78 | $78 |
| 40.0SH MARATHON OIL | P | 2014-08-25 | 2014-10-10 | $1,380 | $1,570 | -$190 | -$190 |
| 65.0SH SANOFI ADR | P | 2014-08-25 | 2014-10-30 | $2,946 | $3,405 | -$459 | -$459 |
| 40.0SH SWATCH GROUP AG UNSPON ADR | P | 2014-08-25 | 2014-09-09 | $1,070 | $1,080 | -$10 | -$10 |
| 50.0SH VOLKSWAGEN AG ADR | P | 2014-08-25 | 2014-10-30 | $2,090 | $2,214 | -$124 | -$124 |
| 25.0SH WEIR GROUP PLC ADR | P | 2014-08-25 | 2014-09-09 | $538 | $547 | -$9 | -$9 |
| 85.0SH WEIR GROUP PLC ADR | P | 2014-08-25 | 2014-09-16 | $1,817 | $1,835 | -$18 | -$18 |
| 20.0SH NXP SEMICONDUCTORS NV | P | 2014-08-25 | 2014-10-10 | $1,137 | $1,314 | -$177 | -$177 |
| 10.0SH AVAGO TECHNOLOGIES | P | 2014-08-25 | 2014-10-10 | $726 | $757 | -$31 | -$31 |
| CAPITAL GAINS DIVIDENDS | P | $20,050 | $20,050 | $20,050 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $18,802 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,629 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,114,271 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.002359 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,002,327 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,010,563 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.991850 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,003,847 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $875,725 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.146304 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $74,480 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $720,732 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.103339 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $6,978 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $936,355 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.007452 | DistributionYr5Rt |
| Total Distribution | 2.251304 | TotalDistributionRt |
| Average Distribution | 0.450261 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,402,552 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $631,514 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $341 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $631,855 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,839 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $682 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $682 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $682 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,176 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,176 | TotalPaymentsAndCreditsAmt |
| Overpayment | $494 | OverpaymentAmt |
| Applied To ES Tax | $494 | 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 | VA | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAY B KEYSER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7033788300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 600 4305 HAZEL PARK CT | AddressLine1Txt |
| City | CHANTILLY | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 201530600 | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| ELEANOR C HAZEL | ||||||||
| 4305 HAZEL PARK CT | CHANTILLY | VA | 201510600 | DIRECTOR & PRES | 0.20 | $0 | $0 | $0 |
| WILLIAM A HAZEL JR | ||||||||
| 4305 HAZEL PARK CT | CHANTILLY | VA | 201510600 | DIRECTOR | 0.20 | $0 | $0 | $0 |
| RUTH HAZEL | ||||||||
| 4305 HAZEL PARK CT | CHANTILLY | VA | 201510600 | DIRECTOR | 0.20 | $0 | $0 | $0 |
| JEANNIE H SOLTESZ | ||||||||
| 4305 HAZEL PARK CT | CHANTILLY | VA | 201510600 | DIRECTOR | 0.20 | $0 | $0 | $0 |
| DAVID L HAZEL | ||||||||
| 4305 HAZEL PARK CT | CHANTILLY | VA | 201510600 | DIRECTOR | 0.20 | $0 | $0 | $0 |
| B DANIEL HAZEL | ||||||||
| 4305 HAZEL PARK CT | CHANTILLY | VA | 201510600 | DIRECTOR | 0.20 | $0 | $0 | $0 |
| JAY B KEYSER | ||||||||
| 4305 HAZEL PARK CT | CHANTILLY | VA | 201510600 | SECRETARY/TREAS | 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 |
| 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 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $758,154 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $665,757 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,423,911 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,423,911 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,359 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,402,552 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $70,128 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $70,128 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $682 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $682 | TotalTaxAmt |
| Distributable Before Adj | $69,446 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $69,446 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $69,446 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,839 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,839 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,839 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $69,446 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $28,428 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,003,847 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,002,459 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $2,034,734 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,839 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,839 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $67,607 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $67,607 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,967,127 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,967,127 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $964,668 | ExcessFromYear3Amt |
| Excess From Year2 | $1,002,459 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ELEANOR C HAZEL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
| Total Grant Or Contri Pd Dur Yr | $0 | 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 | $17,014 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $18,802 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX REFUND | Desc |
| Related Or Exempt Function Incm | $1,176 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $35,816 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,176 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $36,992 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumberTxt |
| Relationship Statement | EXCISE TAX REFUND | RelationshipStatementTxt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING-2013 990PF PREPARATION | CategoryTxt |
| Amt | $1,814 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,814 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | TAX YEAR END: 12/31/2013PURSUANT TO CODE SEC. 4942(H)(2) AND REG. SEC. 53.4942(A)-3(D)(2), WILLAM A. HAZEL FAMILY FOUNDATION ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS COMING FROM CORPUS. | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1000SH AMERICAN TOWER CORP | $78,775 | $98,850 |
| 2100SH APPLE, INC. | $170,022 | $231,798 |
| BESSEMER STOCKS | $163,945 | $168,356 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BBT MUTUAL FUNDS | AT COST | $87,421 | $102,221 |
| BESSEMER MUTUAL FUNDS | AT COST | $615,000 | $598,327 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| VIRGINIA SCC REGISTRATION FEE | $25 | $0 | $25 |
| INVESTMENT EXPENSE | $1,524 | $1,524 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX REFUND | Desc |
| Revenue And Expenses Per Books | $1,176 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $1,176 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX ON INVESTMENT INCOME | $174 | $174 | $0 |
| FEDERAL TAXES | $1,176 | $0 | $0 |