THE HANLEY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THE HANLEY FOUNDATION (EIN 52-2204367)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-12
- IRS object ID
- 202631329349101643
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-12T10:50:52-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8270 GREENSBORO DRIVE SUITE 400 | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | 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 | 4432 KLINGLE STREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20016 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL HANLEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2027505530 | PhoneNum |
| Signature | 2026-05-08 | 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 |
| Preparation | 2026-05-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $8,194,284 | 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 | $595,386 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $189,017 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $189,017 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $623,827 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,360,857 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $623,827 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,408,230 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $812,844 | 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 | $6,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,400 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $20,309 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,398 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,824 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,725 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $99 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $31,933 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,523 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,499 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $848,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $848,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $880,433 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,523 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $851,999 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $527,797 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $797,321 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $21,582 | CashBOYAmt |
| Cash EOY | $108,471 | CashEOYAmt |
| Cash EOYFMV | $108,471 | CashEOYFMVAmt |
| Corporate Stock BOY | $4,928,470 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,493,352 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,558,957 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,348,179 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,646,339 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,526,856 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $6,298,231 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,248,162 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,194,284 | 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 | $6,298,231 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,248,162 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,298,231 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,248,162 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,298,231 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,248,162 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,298,231 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $527,797 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,826,028 | SubtotalAmt |
| Other Decreases | $577,866 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,248,162 | 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 |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $1,200,084 | $737,030 | $463,054 | $463,054 | |
| CAPITAL GAINS DIVIDENDS | $160,773 | $160,773 | $160,773 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $623,827 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,083 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,083 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,083 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,600 | 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 | $9,600 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,483 | 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 | 4301 FOX HAVEN LANE | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22304 | 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL J HANLEY | ||||||||
| 4432 KLINGLE STREET NW | WASHINGTON | DC | 20016 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| KATHRYN J HANLEY | ||||||||
| 4432 KLINGLE STREET NW | WASHINGTON | DC | 20016 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| ELLEN MCMACKIN | ||||||||
| 4301 FOX HAVEN LANE | ALEXANDRIA | VA | 22304 | 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 |
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 | $7,214,420 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $415,510 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,629,930 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,629,930 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $114,449 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,515,481 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $375,774 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $375,774 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,083 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,083 | TotalTaxAmt |
| Distributable Before Adj | $364,691 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $364,691 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $364,691 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $851,999 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $851,999 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $364,691 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $113,695 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $206,311 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $276,746 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $330,277 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $574,573 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,501,602 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $851,999 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $364,691 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $487,308 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,988,910 | 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 | $113,695 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,875,215 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $206,311 | ExcessFromYear4Amt |
| Excess From Year3 | $276,746 | ExcessFromYear3Amt |
| Excess From Year2 | $330,277 | ExcessFromYear2Amt |
| Excess From Year1 | $574,573 | ExcessFromYear1Amt |
| Excess From Current Year | $487,308 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHAEL J HANLEY | ContributingManagerNm |
| Contributing Manager | KATHRYN J HANLEY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 48 HILLS | |||||||
| 176 WINFIELD | SAN FRANCISCO | CA | 34110 | PC | TO FULFILL THE CHARITABLE PURPOSE | $5,000 | |
| ASYLUM WORKS | |||||||
| 1718 CONNECTICUT AVENUE NW | WASHINGTON | DC | 20009 | PC | TO FULFILL THE CHARITABLE PURPOSE | $40,000 | |
| BOLINAS COMMUNITY LAND TRUST | |||||||
| PO BOX 805 | BOLINAS | CA | 94924 | PC | TO FULFILL THE CHARITABLE PURPOSE | $4,500 | |
| BOYS AND GIRLS CLUB OF GREATER WASHINGTON | |||||||
| 4103 BENNING ROAD NE | WASHINGTON | DC | 20019 | PC | TO FULFILL THE CHARITABLE PURPOSE | $150,000 | |
| BRUNSWICK SCHOOL | |||||||
| 100 MAHER AVENUE | GREENWICH | CT | 06830 | PC | TO FULFILL THE CHARITABLE PURPOSE | $3,000 | |
| CAMAS FOUNDATION | |||||||
| PO BOX 299 | USK | WA | 99180 | PC | TO FULFILL THE CHARITABLE PURPOSE | $5,000 | |
| CHILDREN OF UGANDA | |||||||
| PO BOX 659 | CHARLES TOWN | WV | 25414 | PC | TO FULFILL THE CHARITABLE PURPOSE | $15,000 | |
| CHRIST HOUSE | |||||||
| 1717 COLUMBIA ROAD NW | WASHINGTON | DC | 20009 | PC | TO FULFILL THE CHARITABLE PURPOSE | $5,000 | |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | PC | TO FULFILL THE CHARITABLE PURPOSE | $4,000 | |
| DUMBARTON ARTS AND EDUCATION | |||||||
| 3133 DUMBARTON STREET NW | WASHINGTON | DC | 20007 | PC | TO FULFILL THE CHARITABLE PURPOSE | $10,000 | |
| FRIENDSHIP PLACE | |||||||
| 4713 WISCONSIN AVENUE NW | WASHINGTON | DC | 20016 | PC | TO FULFILL THE CHARITABLE PURPOSE | $65,000 | |
| GREENWICH BOTANICAL CENTER | |||||||
| 130 BIBLE STREET PO BOX 1600 | COS COB | CT | 06807 | PC | TO FULFILL THE CHARITABLE PURPOSE | $3,000 | |
| HAWAII LAND TRUST | |||||||
| 126 QUEEN STREET SUITE 306 | HONOLULU | HI | 96813 | PC | TO FULFILL THE CHARITABLE PURPOSE | $3,500 | |
| ISSA TRUST FOUNDATION | |||||||
| 7900 NOVA DRIVE SUITE 101 | DAVIE | FL | 33324 | PC | TO FULFILL THE CHARITABLE PURPOSE | $6,000 | |
| KIDS IN CRISIS | |||||||
| 1 SALEM STREET | COS COB | CT | 06807 | PC | TO FULFILL THE CHARITABLE PURPOSE | $4,000 | |
| MARTHA'S TABLE | |||||||
| 2375 ELVANS ROAD SE | WASHINGTON | DC | 20020 | PC | TO FULFILL THE CHARITABLE PURPOSE | $25,000 | |
| MISSION LOCAL | |||||||
| 2489 MISSION STREET 22 | SAN FRANCISCO | CA | 94110 | PC | TO FULFILL THE CHARITABLE PURPOSE | $5,000 | |
| MUTTVILLE | |||||||
| PO BOX 410207 | SAN FRANCISCO | CA | 94141 | PC | TO FULFILL THE CHARITABLE PURPOSE | $5,000 | |
| NATURE CONSERVANCY HAWAII | |||||||
| 4245 N FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | PC | TO FULFILL THE CHARITABLE PURPOSE | $3,250 | |
| NEGOTIATION WORKS | |||||||
| 4532 RENO ROAD NW | WASHINGTON | DC | 20008 | PC | TO FULFILL THE CHARITABLE PURPOSE | $7,500 | |
| OCEANA | |||||||
| 1025 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | PC | TO FULFILL THE CHARITABLE PURPOSE | $3,250 | 200 |
| POINT REYES NATIONAL SEASHORE ASSOCIATION | |||||||
| 1 BEAR VALLEY ROAD BUILDING 70 | POINT REYES STATION | CA | 94956 | PC | TO FULFILL THE CHARITABLE PURPOSE | $3,000 | |
| ROOTS AND BRANCHES CONSERVANCY | |||||||
| 331 CARRERA DRIVE | MILL VALLEY | CA | 94941 | PC | TO FULFILL THE CHARITABLE PURPOSE | $2,500 | |
| SMITHSONIAN INSTITUTION-NMAH | |||||||
| PO BOX 418320 | BOSTON | MA | 02241 | PC | TO FULFILL THE CHARITABLE PURPOSE | $100,000 | |
| SPARK THE JOURNEY | |||||||
| 609 H STREET NE SUITE 500 | WASHINGTON | DC | 20002 | PC | TO FULFILL THE CHARITABLE PURPOSE | $100,000 | |
| WASHINGTON LAWYERS' COMMITTEE | |||||||
| 700 14TH STREET NW SUITE 400 | WASHINGTON | DC | 20005 | PC | TO FULFILL THE CHARITABLE PURPOSE | $35,000 | |
| WENDT CENTER FOR LOSSHEALING | |||||||
| 4201 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20008 | PC | TO FULFILL THE CHARITABLE PURPOSE | $236,000 | 300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $848,500 | 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 | $189,017 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $623,827 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $812,844 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $812,844 | 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 | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| MICHAEL HANLEY | |||||||
| 1 | 4432 KLINGLE STREET NW | WASHINGTON | DC | 20016 | $297,693 | Yes (X) | Yes (X) |
| KATHRYN HANLEY | |||||||
| 2 | 4432 KLINGLE STREET NW | WASHINGTON | DC | 20016 | $297,693 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (76 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 309.050 SHS ALPHABET INC | $36,777 | 2025-12-15 |
| 1 | 276.440 SHS APPLE INC | $24,740 | 2025-12-15 |
| 1 | 224.915 SHS AMAZON COM INC | $5,286 | 2025-12-15 |
| 1 | 130.330 SHS AMPHENOL CORP NEW | $11,598 | 2025-12-15 |
| 1 | 676.605 SHS APPLOVIN CORP | $4,398 | 2025-12-15 |
| 1 | 382.780 SHS AMERICAN EXPRESS CO | $3,828 | 2025-12-15 |
| 1 | 5419.120 SHS BOOKING HOLDINGS INC | $5,419 | 2025-12-15 |
| 1 | 88.995 SHS CROWN CASTLE INC | $8,010 | 2025-12-15 |
| 1 | 322.545 SHS CADENCE DESIGN SYSTEM INC | $6,773 | 2025-12-15 |
| 1 | 78.175 SHS CF INDS HLDGS INC | $195 | 2025-12-15 |
| 1 | 275.9675 SHS THE CIGNA GROUP | $1,242 | 2025-12-15 |
| 1 | 348.550 SHS CENCORA INC. | $12,722 | 2025-12-15 |
| 1 | 131.360 SHS DOLLAR TREE INC | $1,379 | 2025-12-15 |
| 1 | 1048.770 SHS ELI LILLY AND CO | $3,146 | 2025-12-15 |
| 1 | 662.3575 SHS INTUIT INC | $662 | 2025-12-15 |
| 1 | 554.050 SHS INTUITIVE SURGICAL INC | $8,311 | 2025-12-15 |
| 1 | 320.650 SHS JPMORGAN CHASE & CO. | $2,886 | 2025-12-15 |
| 1 | 29.115 SHS KEURIG DR PEPPER INC | $1,165 | 2025-12-15 |
| 1 | 1235.480 SHS KLA CORP | $21,621 | 2025-12-15 |
| 1 | 164.510 SHS LAM RESEARCH CORP | $14,230 | 2025-12-15 |
| 1 | 570.210 SHS MASTERCARD INCORPORATED | $19,102 | 2025-12-15 |
| 1 | 488.100 SHS MOODYS CORP | $4,149 | 2025-12-15 |
| 1 | 184.800 SHS MARATHON PETE CORP | $3,881 | 2025-12-15 |
| 1 | 476.525 SHS MICROSOFT CORP | $5,480 | 2025-12-15 |
| 1 | 243.055 SHS MICRON TECHNOLOGY INC | $4,375 | 2025-12-15 |
| 1 | 94.9525 SHS NETFLIX INC | $6,694 | 2025-12-15 |
| 1 | 161.175 SHS NRG ENERGY INC | $8,865 | 2025-12-15 |
| 1 | 176.725 SHS NVIDIA CORP | $13,961 | 2025-12-15 |
| 1 | 73.105 SHS ONEOK INC NEW | $8,042 | 2025-12-15 |
| 1 | 184.615 SHS ORACLE CORP | $2,031 | 2025-12-15 |
| 1 | 94.485 SHS OREILLY AUTOMOTIVE INC | $9,449 | 2025-12-15 |
| 1 | 437.325 SHS QUANTA SVCS INC | $1,968 | 2025-12-15 |
| 1 | 403.935 SHS ROCKWELL AUTOMATION INC | $3,030 | 2025-12-15 |
| 1 | 183.240 SHS ROSS STORES INC | $2,474 | 2025-12-15 |
| 1 | 156.6325 SHS TJX COS INC NEW | $15,507 | 2025-12-15 |
| 1 | 571.020 SHS THERMO FISHER SCIENTIFIC INC | $5,710 | 2025-12-15 |
| 1 | 474.730 SHS TESLA INC | $4,510 | 2025-12-15 |
| 1 | 452.990 SHS VERTEX PHARMACEUTICALS INC | $4,077 | 2025-12-15 |
| 2 | 309.050 SHS ALPHABET INC | $36,777 | 2025-12-15 |
| 2 | 276.440 SHS APPLE INC | $24,740 | 2025-12-15 |
| 2 | 224.915 SHS AMAZON COM INC | $5,286 | 2025-12-15 |
| 2 | 130.330 SHS AMPHENOL CORP NEW | $11,598 | 2025-12-15 |
| 2 | 676.605 SHS APPLOVIN CORP | $4,398 | 2025-12-15 |
| 2 | 382.780 SHS AMERICAN EXPRESS CO | $3,828 | 2025-12-15 |
| 2 | 5419.120 SHS BOOKING HOLDINGS INC | $5,419 | 2025-12-15 |
| 2 | 88.995 SHS CROWN CASTLE INC | $8,010 | 2025-12-15 |
| 2 | 322.545 SHS CADENCE DESIGN SYSTEM INC | $6,773 | 2025-12-15 |
| 2 | 78.175 SHS CF INDS HLDGS INC | $195 | 2025-12-15 |
| 2 | 275.9675 SHS THE CIGNA GROUP | $1,242 | 2025-12-15 |
| 2 | 348.550 SHS CENCORA INC. | $12,722 | 2025-12-15 |
| 2 | 131.360 SHS DOLLAR TREE INC | $1,379 | 2025-12-15 |
| 2 | 1048.770 SHS ELI LILLY AND CO | $3,146 | 2025-12-15 |
| 2 | 662.3575 SHS INTUIT INC | $662 | 2025-12-15 |
| 2 | 554.050 SHS INTUITIVE SURGICAL INC | $8,311 | 2025-12-15 |
| 2 | 320.650 SHS JPMORGAN CHASE & CO. | $2,886 | 2025-12-15 |
| 2 | 29.115 SHS KEURIG DR PEPPER INC | $1,165 | 2025-12-15 |
| 2 | 1235.480 SHS KLA CORP | $21,621 | 2025-12-15 |
| 2 | 164.510 SHS LAM RESEARCH CORP | $14,230 | 2025-12-15 |
| 2 | 570.210 SHS MASTERCARD INCORPORATED | $19,102 | 2025-12-15 |
| 2 | 488.100 SHS MOODYS CORP | $4,149 | 2025-12-15 |
| 2 | 184.800 SHS MARATHON PETE CORP | $3,881 | 2025-12-15 |
| 2 | 476.525 SHS MICROSOFT CORP | $5,480 | 2025-12-15 |
| 2 | 243.055 SHS MICRON TECHNOLOGY INC | $4,375 | 2025-12-15 |
| 2 | 94.9525 SHS NETFLIX INC | $6,694 | 2025-12-15 |
| 2 | 161.175 SHS NRG ENERGY INC | $8,865 | 2025-12-15 |
| 2 | 176.725 SHS NVIDIA CORP | $13,961 | 2025-12-15 |
| 2 | 73.105 SHS ONEOK INC NEW | $8,042 | 2025-12-15 |
| 2 | 184.615 SHS ORACLE CORP | $2,031 | 2025-12-15 |
| 2 | 94.485 SHS OREILLY AUTOMOTIVE INC | $9,449 | 2025-12-15 |
| 2 | 437.325 SHS QUANTA SVCS INC | $1,968 | 2025-12-15 |
| 2 | 403.935 SHS ROCKWELL AUTOMATION INC | $3,030 | 2025-12-15 |
| 2 | 183.240 SHS ROSS STORES INC | $2,474 | 2025-12-15 |
| 2 | 156.6325 SHS TJX COS INC NEW | $15,507 | 2025-12-15 |
| 2 | 571.020 SHS THERMO FISHER SCIENTIFIC INC | $5,710 | 2025-12-15 |
| 2 | 474.730 SHS TESLA INC | $4,510 | 2025-12-15 |
| 2 | 452.990 SHS VERTEX PHARMACEUTICALS INC | $4,077 | 2025-12-15 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $6,800 | Amt |
| Net Investment Income | $3,400 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,400 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD TOTAL BOND MARKET INDEX FUND | $1,383,353 | $1,263,870 |
| CRA | $262,986 | $262,986 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (55 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD INDEX TRUST 500 PORTF | $363,942 | $643,523 |
| LONGLEAF PARTNERS FED | $1,035,412 | $936,537 |
| TOUCHSTONE SANDS CAPITAL | $747,309 | $1,035,814 |
| VANGUARD DEVELOPED MKT INDEX | $888,979 | $1,211,530 |
| TWEEDY BROWNE FD INC GLOBAL | $877,227 | $988,957 |
| VANGUARD EMERGING MARKETS STOCK | $474,266 | $590,818 |
| ALPHABET, INC. | $5,985 | $84,726 |
| APPLE INC. | $24,834 | $85,092 |
| APPLOVIN CORP COM CL A | $1,290 | $51,210 |
| BANK OF AMERICA CORPORATION | $4,586 | $31,460 |
| BOOKING HOLDINGS INC. | $645 | $32,132 |
| COSTCO WHSL CORP NEW | $1,922 | $33,631 |
| DOLLAR GEN CORP NEW COM | $174 | $2,583 |
| META PLATFORMS INC | $7,913 | $22,443 |
| INTUIT | $696 | $17,885 |
| ELI LILLY & CO | $10,989 | $33,315 |
| MICROSOFT CORPORATION | $17,504 | $37,722 |
| MODERNA INC COM | $1,121 | $2,477 |
| MORGAN STANLEY | $3,093 | $40,654 |
| MOTOROLA SOLUTIONS INC. | $1,401 | $21,466 |
| NVIDIA CORP | $56 | $62,478 |
| O'REILLY AUTOMOTIVE INC. | $1,524 | $59,287 |
| TEXAS INSTRUMENTS INC. | $1,988 | $20,992 |
| UNION PAC CORP | $2,824 | $34,235 |
| VISA INC-CLASS A SHRS | $2,086 | $41,384 |
| WHITE MTNS INS GROUP LTD | $2,120 | $20,780 |
| AMAZON.COM INC | $71 | $10,849 |
| AMERICAN EXPRESS COMPANY | $254 | $7,399 |
| AMERISOURCEBERGEN CORP | $1,312 | $24,656 |
| AMPHENOL CORP NEW CL A | $600 | $24,055 |
| CF INDUSTRIES HOLDINGS INC | $47 | $387 |
| CIGNA CORPORATION | $139 | $2,477 |
| CADENCE DESIGN SYS INC | $251 | $13,128 |
| CAPITAL ONE FINANCIAL CORPORATION | $743 | $31,264 |
| CROWN CASTLE INTL CORP NEW | $961 | $15,997 |
| INTUITIVE SURGICAL INC | $335 | $16,991 |
| JP MORGAN CHASE & CO | $688 | $5,800 |
| K L A - TENCOR CORP | $668 | $42,528 |
| KEURIG DR PEPPER INC | $1 | $2,241 |
| LAM RESEARCH CORPORATION | $383 | $29,614 |
| MARATHON PETROLEUM CORP | $506 | $6,830 |
| MASTERCARD INC | $1,095 | $38,249 |
| MICRON TECHNOLOGY INC | $132 | $10,275 |
| MOODYS CORP | $329 | $8,684 |
| NRG ENERGY INC COM NEW | $1,146 | $17,516 |
| NETFLIX COM INC | $390 | $13,220 |
| ONEOK INC | $1 | $16,170 |
| ORACLE CORP | $273 | $4,288 |
| QUANTA SVCS INC | $304 | $3,799 |
| ROCKWELL AUTOMATION INC | $347 | $5,836 |
| ROSS STORES INC | $201 | $4,864 |
| T J X COMPANIES INC | $1,127 | $30,415 |
| TESLA MOTORS INC | $70 | $8,545 |
| THERMO FISHER SCIENTIFIC INC | $634 | $11,589 |
| VERTEX PHARMACEUTICALS INC | $458 | $8,160 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCESS FMV OVER COST BASIS OF DONATED SECURITIES | Desc |
| Amt | $577,866 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $4,626 | $4,626 | $0 |
| OFFICE EXPENSES | $198 | $99 | $99 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $7,398 | $7,398 | $0 |
| EXCISE TAX | $12,911 | $0 | $0 |