HARAD FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- HARAD FAMILY FOUNDATION (EIN 27-6366249)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-14
- IRS object ID
- 201322269349100237
- Schema version
- 2012v2.0
- 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
- Schedule B
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-14T10:33:15-07:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pulliam & Associates Chartered | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7235 W Emerald Street Suite A | AddressLine1 |
| City | Boise | City |
| State | ID | State |
| ZIP Code | 837048600 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 276366249 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARAD FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HARA | NameControl |
| Phone | 2084290606 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 877 W MAIN STREET | AddressLine1 |
| City | BOISE | City |
| State | ID | State |
| ZIP Code | 83702 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GEORGE J HARAD | Name |
| Title | Trustee | Title |
| Date Signed | 2013-08-14 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | E Chris Goode CPA | Name |
| PTIN | P00952536 | PTIN |
| Phone | 2083228525 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1102742 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 300000 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 7855 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 7855 | DividendsNetInvstIncm |
| Total Revenue And Expenses | 307855 | TotalRevenueAndExpenses |
| Total Net Investment Income | 7855 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 1075 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 525 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 550 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 498 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 97 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 97 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 1670 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 622 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 550 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 35000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 35000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 36670 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 622 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 35550 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 271185 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 7233 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 60817 | CashBOY |
| Cash EOY | 120534 | CashEOY |
| Cash EOYFMV | 120534 | CashEOYFMV |
| Investments Corp Stock BOY | 281810 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 493278 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 820754 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 141281 | InvestmentsOtherBOY |
| Investments Other EOY | 141281 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 161454 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 483908 | TotalAssetsBOY |
| Total Assets EOY | 755093 | TotalAssetsEOY |
| Total Assets EOYFMV | 1102742 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 483908 | RetainedEarningsBOY |
| Retained Earnings EOY | 755093 | RetainedEarningsEOY |
| Total Net Assets BOY | 483908 | TotalNetAssetsBOY |
| Total Net Assets EOY | 755093 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 483908 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 755093 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 483908 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 271185 | ExcessOfRevenueOverExpenses |
| Subtotal | 755093 | Subtotal |
| Total Net Assets Fund Balances EOY | 755093 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 42355 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 928182 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.04563 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1446 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 652945 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.00222 | DistributionRatioYear2 |
| Noncharitable Assets Year3 | 487086 | NoncharitableAssetsYear3 |
| Total Distribution Ratio | 0.04785 | TotalDistributionRatio |
| Average Distribution Ratio | 0.01595 | AverageDistributionRatio |
| Net Noncharitable Assets | 911147 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 14532 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 72 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 14604 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 35550 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 72 | InvestmentIncomeExciseTax |
| Subtotal | 72 | Subtotal |
| Tax Based On Investment Income | 72 | TaxBasedOnInvestmentIncome |
| Tax Paid With Extension | 150 | TaxPaidWithExtension |
| Total Credits And Payments | 150 | TotalCreditsAndPayments |
| Overpayment | 78 | Overpayment |
| Amount Credited To Next Year | 78 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | ID | StatesFiledWith |
| Form990 PF Filed With AG | false | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE J HARAD | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2084290606 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 877 WEST MAIN STREET SUITE 606 | AddressLine1 |
| City | BOISE | City |
| State | ID | State |
| ZIP Code | 83702 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| BEVERLY M HARAD | ||||||
| 3675 W Quail Heights Ct | BOISE | ID | 83703 | Trustee | 2.00 | 0 |
| GEORGE J HARAD | ||||||
| 3675 W Quail Heights Ct | Boise | ID | 83703 | Trustee | 2.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 871239 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 53783 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 925022 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 925022 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 13875 | CashDeemedCharitable |
| Net Noncharitable Assets | 911147 | NetNoncharitableAssets |
| Minimum Investment Return | 45557 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 45557 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 72 | TaxBasedOnInvestmentIncome |
| Total Tax | 72 | TotalTax |
| Distributable Amount Before Adj | 45485 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 45485 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 45485 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 35550 | ExpensesAndContributions |
| Qualifying Distributions | 35550 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 72 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 35478 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 45485 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 34883 | UndistributedIncomePriorYear |
| Qualifying Distributions | 35550 | QualifyingDistributions |
| Applied To Year1 | 34883 | AppliedToYear1 |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 667 | AppliedToCurrentYear |
| Undistributed Income CY | 44818 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| Treasure Valley Inst for Childrens | |||||||
| 1406 Eastman Street | Boise | ID | 83702 | None | Pub. Chty | General Support | $20,000 |
| Boise Art Museum | |||||||
| 670 Julia Davis Drive | Boise | ID | 83702 | None | Pub. Chty | General Support | $5,000 |
| Boise Public Schools Foundation | |||||||
| 8169 West Victory Road | Boise | ID | 83709 | None | Pub. Char | General Support | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 35000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $7,855 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $7,855 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 7855 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 2 | Beverly M Harad | 3675 W Quail Heights Ct | Boise | ID | 83703 | 150000 | X |
| 1 | George J Harad | 3675 W Quail Heights Ct | Boise | ID | 83703 | 150000 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount | $1,075 | Amount |
| Net Investment Income | 525 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 550 | DisbursementsCharitablePrps |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Statement | Idaho Attorney General requires only that Form 990-PF is available upon request for inspection and prefers that the Foundation does not provide them a copy. | Statement |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 600 Sh Apple, Inc. | 287386 | 319304 |
| 5,000 Sh BIDU | 205892 | 501450 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 3,425 Sh IShares MSCI | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 141281 | BookValue |
| EOYFMV | 161454 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVESTMENT EXPENSES | Description |
| Revenue And Expenses Per Books | 97 | RevenueAndExpensesPerBooks |
| Net Investment Income | 97 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise Tax | Category |
| Amount | $498 | Amount |