HARDEN FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HARDEN FOUNDATION (EIN 94-6098887)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-07-25
- IRS object ID
- 202212069349100331
- Schema version
- 2021v4.0
- 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
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-07-25T13:53:05-07:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941138201 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KOKJER PIEROTTI MAIOCCO &DUCK | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 PINE ST 5TH FLOOR | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 946098887 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARDEN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARD | BusinessNameControlTxt |
| Phone | 8314423005 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 779 | AddressLine1Txt |
| City | SALINAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93902 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Joseph Grainger | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Signature | 2022-07-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Joseph | PersonFirstNm |
| Person Last | Grainger | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Richard Pierotti | PreparerPersonNm |
| PTIN | P00314987 | PTIN |
| Phone | 4159814224 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $86,177,813 | 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 |
| Interest On Sav Rev And Expnss | $18,002 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $18,002 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $964,398 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $964,398 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $119,130 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $119,130 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $74,767 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $11,932,358 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $26,843,231 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,932,358 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$1,964,622 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $11,069,266 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,033,888 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $269,115 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $125,206 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $143,909 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $107,833 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $107,833 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $134,759 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $48,617 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $86,048 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,030 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,835 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $195 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $53,799 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $20,499 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $33,300 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $498,883 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $498,883 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $177,783 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,850 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $23,355 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $174,602 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $6,225 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $32,098 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $10,005 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $21,138 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,000 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,332 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,638 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $5,000 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $1,700 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $3,300 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $212,679 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $61,273 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $131,247 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,673,581 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $785,425 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $551,963 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,460,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,230,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,133,681 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $785,425 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,782,063 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,935,585 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,248,463 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,131,987 | CashBOYAmt |
| Cash EOY | $453,756 | CashEOYAmt |
| Cash EOYFMV | $453,756 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $772,206 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,713,700 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,713,700 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $43,911 | AcctRcvblAmt |
| Acct Rcvbl BOY | $19,926 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $43,911 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $43,911 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $14,037 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $17,235 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $17,235 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $4,993 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,662,499 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,662,499 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $56,025,774 | CorporateStockBOYAmt |
| Corporate Stock EOY | $61,958,812 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $61,958,812 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,086,894 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $450,230 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $450,230 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $8,338,506 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,487,781 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $4,942,022 | LandBOYAmt |
| Land EOY | $4,850,725 | LandEOYAmt |
| Land EOYFMV | $19,839,730 | LandEOYFMVAmt |
| Other Assets BOY | $68,193 | OtherAssetsBOYAmt |
| Other Assets EOY | $37,940 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $37,940 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $65,066,032 | TotalAssetsBOYAmt |
| Total Assets EOY | $71,188,808 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $86,177,813 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $18,800 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $12,156 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,002,536 | GrantsPayableBOYAmt |
| Grants Payable EOY | $2,223,150 | GrantsPayableEOYAmt |
| Deferred Revenue BOY | $39,710 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $39,710 | DeferredRevenueEOYAmt |
| Other Liabilities BOY | $1,295,905 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,269,126 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,356,951 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,544,142 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $62,709,081 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $67,644,666 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $62,709,081 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $67,644,666 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $65,066,032 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $71,188,808 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $62,709,081 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,935,585 | ExcessRevenueOverExpensesAmt |
| Subtotal | $67,644,666 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $67,644,666 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | UBS SCHEDULE Attached | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2000-01-01 | AcquiredDt |
| Sold | 2021-12-31 | SoldDt |
| Gross Sales Price | $26,843,231 | GrossSalesPriceAmt |
| Cost Or Other Basis | $14,910,873 | CostOrOtherBasisAmt |
| Gain Or Loss | $11,932,358 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $11,932,358 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,932,358 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $170,254 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $170,254 | SubtotalAmt |
| Tax Based On Investment Income | $170,254 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $208,194 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $52,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $260,194 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $89,940 | OverpaymentAmt |
| Applied To ES Tax | $89,940 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | http://www.hardenfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH C GRAINGER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8314423005 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1636 ERCIA STREET | AddressLine1Txt |
| City | SALINAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93906 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| LINDA TAYLOR | |||||||
| 150 Main Street Suite 400 | SALINAS | CA | 93901 | President | 0.00 | $0 | |
| LYDIA M TORRES | |||||||
| 310 THIRD STREET | SOLEDAD | CA | 93960 | NON-VOTING/NBM | 40.00 | $79,014 | $21,504 |
| CHRIS DALMAN | |||||||
| 15961 TORO HILLS AVE | SALINAS | CA | 93908 | V.P./SECRETARY | 0.00 | $0 | |
| JOSEPH C GRAINGER | |||||||
| 19667 WOODCREST DRIVE | SALINAS | CA | 93908 | EXEC. DIRECTOR | 40.00 | $190,101 | $79,587 |
| MIKE ANTLE | |||||||
| PO BOX 4070 | SALINAS | CA | 93912 | Director | 0.00 | $0 | |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARIA HOLGUIN-GUERRERO | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1636 ERCIA ST | AddressLine1Txt |
| City | SALINAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93906 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PROG OFFICER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $107,833 | CompensationAmt |
| Employee Benefits | $32,973 | EmployeeBenefitsAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | |||||
| 200 CLOCK TOWER PLACE SUITE C-100 | CARMEL | CA | 939238680 | INVESTMENT MANAGER | $437,672 |
| REIK & CO LLC | |||||
| 15th West 53rd St | New York | NY | 10019 | INVESTMENT MANAGER | $55,461 |
| MASTER LANDSCAPES | |||||
| PO BOX 223188 | CARMEL | CA | 93922 | YARD MAINTENANCE | $51,072 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE HARDEN FOUNDATION IS NOT INVOLVED IN THE DIRECT ACTIVE CONDUCT OF CHARITABLE ACTIVITIES. THE FOUNDATION PROVIDES SUPPORT TO 501(C)(3) ORGANIZATIONS WITH A DEMONSTRATED ABILITY TO PROVIDE MEANINGFUL AND MEASURABLE ONGOING BENEFITS TO THE PEOPLE OF MONTEREY COUNTY, CALIFORNIA. AFTER GRANTING SUPPORT, HARDEN FOUNDATION DOES NOT MAINTAIN SIGNIFICANT INVOLVEMENT WITH THE GRANTEE ORGANIZATION. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $60,817,113 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,267,158 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $14,601,772 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $77,686,043 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $77,686,043 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,165,291 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $76,520,752 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,826,038 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,826,038 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $170,254 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $170,254 | TotalTaxAmt |
| Distributable Before Adj | $3,655,784 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,655,784 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,655,784 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,782,063 | ExpensesAndContributionsAmt |
| Charitable Assets Acquis Paid | $83,305 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $3,865,368 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,655,784 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $138,210 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $291,656 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $255,687 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,663,345 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,348,898 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,865,368 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,655,784 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $209,584 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,558,482 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $138,210 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,420,272 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $291,656 | ExcessFromYear4Amt |
| Excess From Year2 | $255,687 | ExcessFromYear2Amt |
| Excess From Year1 | $1,663,345 | ExcessFromYear1Amt |
| Excess From Current Year | $209,584 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOSEPH GRAINGER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 779 | AddressLine1Txt |
| City | SALINAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8314423005 | RecipientPhoneNum |
| Recipient Email Address | joe@hardenfoundation.org | RecipientEmailAddressTxt |
| Form And Info And Materials | SEE ATTACHED "GUIDELINES FOR GRANT APPLICANTS" | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE ATTACHED "GUIDELINES FOR GRANT APPLICANTS" | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE ATTACHED "GUIDELINES FOR GRANT APPLICANTS" | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SCHEDULE ATTACHED | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 779 | AddressLine1Txt |
| City | SALINAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NOT APPLICABLE | RecipientRelationshipTxt |
| Recipient Foundation Status | PUBLIC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SCHEDULE ATTACHED | GrantOrContributionPurposeTxt |
| Amt | $3,230,100 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,230,100 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,002 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $964,398 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $74,767 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $11,932,358 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FMV ADJUSTMENT-SECURITIES | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | -$1,964,622 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $11,024,903 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,024,903 | 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 | 1 | LineNumberTxt |
| Relationship Statement | NOT APPLICABLE | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| KOKJER, PIEROTTI, MAIOCCO & DUCK LLP | $37,649 | $12,550 | $0 | $25,099 |
| RYAN & McDONALD | $16,150 | $7,949 | $0 | $8,201 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Furniture and Fixtures | $322,366 | $311,624 | $10,742 | $10,742 |
| Improvements | $6,625,143 | $3,176,157 | $3,448,986 | $3,448,988 |
| Land | $1,390,997 | $1,390,997 | $16,380,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTTONE LEACH & RAY LLP | CategoryTxt |
| Legal Fees | $4,030 | LegalFeesAmt |
| Net Investment Income | $3,835 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $195 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX OVERPAYMENT | Desc |
| BOY Book Value | $68,193 | BOYBookValueAmt |
| EOY Book Value | $37,940 | EOYBookValueAmt |
| EOYFMV | $37,940 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ALARM EXPENSES | $1,523 | $161 | $1,362 |
| BANK CHARGES | $62 | $62 | |
| COMPUTER & SOFTWARE SUPPORT EXPENSE | $5,306 | $1,751 | $3,177 |
| DUES & SUBSCRIPTIONS | $11,987 | $10,922 | |
| GRANT EXPENSE | -$9,386 | ||
| INSURANCE | $29,211 | $15,060 | $14,632 |
| INSURANCE-RENTAL ALLOCATION | -$7,781 | -$7,781 | |
| OFFICE EXPENSES | $466 | $115 | $105 |
| OFFICE SUPPLIES | $6,346 | $1,986 | $4,360 |
| Rental Expenses | $44,363 | $44,363 | |
| REPAIRS & MAINTENANCE | $113,587 | $5,425 | $81,220 |
| SALINAS VALLEY MEMORIAL HOSP.-FLOWERS | $2,240 | $1,857 | |
| STATE COMPENSATION INSURANCE | $1,205 | $193 | |
| UTILITIES-HOUSE | $13,550 | $13,550 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FMV ADJUSTMENT-SECURITIES | Desc |
| Revenue And Expenses Per Books | -$1,964,622 | RevenueAndExpensesPerBooksAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| RANCH 4 SALES DEPOSIT | $950,000 | $950,000 |
| DEFERRED EXCISE TAX | $345,905 | $319,126 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| APPRAISAL FEE | $5,750 | $5,750 | $0 | $0 |
| REIK-INVESTMENT MANAGEMENT FEES | $56,108 | $56,108 | $0 | $0 |
| UBS - INVESTMENT MANAGEMENT | $437,025 | $437,025 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2021 EXCISE TAX -INVESTMENT INCOME | $143,475 | ||
| PAYROLL TAXES | $26,240 | $5,393 | $17,745 |
| REAL ESTATE TAXES | $44,350 | $39,039 | $5,310 |
| REAL ESTATE TAXES-RENTAL ALLOCATION | $36,582 | -$36,582 | |
| TAXES & LICENSES | $300 | $300 |
Comments