HALSEY FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
HALSEY FAMILY FOUNDATION (EIN 20-2828241)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-04
IRS object ID
202221249349100237
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-05-04T11:04:53-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14622 PENNSYLVANIA AVE STE 1100AddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64112ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN202828241EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HALSEY FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHALSBusinessNameControlTxt
Phone9128821318PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1404 CHARLESTON WAYAddressLine1Txt
CitySAINT MARYSCityNm
State AbbreviationGAStateAbbreviationCd
ZIP315581936ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN F HALSEYPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone9133413642PhoneNum
Signature2022-04-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOHNPersonFirstNm
Person LastHALSEYPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROSS FRANKENPreparerPersonNm
PTINP00446506PTIN
Phone8167513000PhoneNum
Preparation2022-04-27PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,316,195FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$385,567ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$51,468DividendsRevAndExpnssAmt
Dividends Net Invst Incm$51,468DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$90,510NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$291,692GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$90,510CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$527,545TotalRevAndExpnssAmt
Total Net Invst Incm$141,978TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,150AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,575AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,575AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$579TaxesRevAndExpnssAmt
Taxes Net Invst Incm$405TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$20,345OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$20,345OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$24,074TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$22,325TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,575TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$161,043ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$161,043ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$185,117TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$22,325TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$162,618TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$342,428ExcessRevenueOverExpensesAmt
Net Investment Income$119,653NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$314,123SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$254,378SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$254,378SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$69,979USGovernmentObligationsBOYAmt
US Government Obligations EOY$96,076USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$95,704USGovtObligationsEOYFMVAmt
Corporate Stock BOY$268,712CorporateStockBOYAmt
Corporate Stock EOY$358,012CorporateStockEOYAmt
Corporate Stock EOYFMV$501,729CorporateStockEOYFMVAmt
Corporate Bonds BOY$41,282CorporateBondsBOYAmt
Corporate Bonds EOY$46,363CorporateBondsEOYAmt
Corporate Bonds EOYFMV$47,487CorporateBondsEOYFMVAmt
Other Investments BOY$997,484OtherInvestmentsBOYAmt
Other Investments EOY$1,277,793OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,416,897OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,691,580TotalAssetsBOYAmt
Total Assets EOY$2,032,622TotalAssetsEOYAmt
Total Assets EOYFMV$2,316,195TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,691,580RetainedEarningBOYAmt
Retained Earning EOY$2,032,622RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,691,580TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,032,622TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,691,580TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,032,622TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,691,580TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$342,428ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,034,008SubtotalAmt
Other Decreases$1,386OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,032,622TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MARKETABLE SECURITIES - STP2021-01-012021-12-31$14,325$14,108$252$252
MARKETABLE SECURITIES - LTP2021-01-012021-12-31$249,890$188,491$62,781$62,781
CAPITAL GAINS DIVIDENDSP$27,477$27,477$27,477
FieldValueIRS element (for citing)
Capital Gain Net Income$90,510CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,663InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,663SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,663TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$12EsPenaltyAmt
Tax Due$1,675TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateKSOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJOHN F HALSEYIndividualWithBooksNm
Phone9128821318PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1404 CHARLESTON WAYAddressLine1Txt
CitySAINT MARYSCityNm
State AbbreviationGAStateAbbreviationCd
ZIP315581936ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOHN F HALSEY
404 CHARLESTON WAYSAINT MARYSGA315581936TRUSTEE1.00$0$0$0
SANDRA M HALSEY
404 CHARLESTON WAYSAINT MARYSGA315581936TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,785,390AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$253,010AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,038,400TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,038,400AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$30,576CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,007,824NetVlNoncharitableAssetsAmt
Minimum Investment Return$100,391MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$100,391MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,663TaxBasedOnInvestmentIncomeAmt
Total Tax$1,663TotalTaxAmt
Distributable Before Adj$98,728DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$98,728DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$98,728DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$162,618ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$162,618QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$98,728DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$61,315ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$89,184ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$148,165ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$195,884ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$156,183ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$650,731TotalExcessDistributionCyovAmt
Qualifying Distributions$162,618QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$98,728AppliedToCurrentYearAmt
Remaining Distri From Corpus$63,890RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$714,621TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$61,315ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$653,306ExcessDistriCyovToNextYrAmt
Excess From Year4$89,184ExcessFromYear4Amt
Excess From Year3$148,165ExcessFromYear3Amt
Excess From Year2$195,884ExcessFromYear2Amt
Excess From Year1$156,183ExcessFromYear1Amt
Excess From Current Year$63,890ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJOHN F HALSEYContributingManagerNm
Contributing ManagerSANDRA M HALSEYContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMELIA ISLAND CHAMBER MUSIC FESTIVAL
1405 PARK AVENUE STE 101FERNANDINA BEACHFL32034NONEPCMISSIONS AND BENEVOLENCES$25,000
CAMDEN COUNTY HIGH SCHOOL FINE ARTS ACADEMY
6300 LAUREL ISLAND PARKWAYKINGSLANDGA31548NONEPCMISSIONS AND BENEVOLENCES$15,000
CAMDEN COUNTY HUMANE SOCIETY
PO BOX 1270KINGSLANDGA31548NONEPCMISSIONS AND BENEVOLENCES$44,043
CAMDEN HOUSE SHELTER FOR VICTIMS OF FAMILY VIOLENCE
PO BOX 5159ST MARYSGA31558NONEPCMISSIONS AND BENEVOLENCES$15,000
CORNELL LAB OF ORNITHOLOGY
159 SAPSUCKER WOODS RDITHACANY14850NONEPCMISSIONS AND BENEVOLENCES$10,000
KING OF PEACE EPISCOPAL DAY SCHOOL
6230 LAUREL ISLAND PARKWAYKINGSLANDGA31548NONEPCMISSIONS AND BENEVOLENCE$15,000
MAGNOLIA MANNER INC
2001 SOUTH LEE STREETAMERICUSGA31709NONEPCMISSIONS AND BENEVOLENCES$5,000
MANOMET INC
125 MANOMET POINT RDPLYMOUTHMA02360NONEPCMISSIONS AND BENEVOLENCES$15,000
NAVY LEAGUE OF US CAMDEN-KINGS BAY COUNCIL
PO BOX 5507ST MARYSGA31558NONEPCMISSIONS AND BENEVOLENCES$2,000
PET TENDER ANGELS
PO BOX 6691GREENVILLESC29606NONEPCMISSIONS AND BENEVOLENCES$5,000
SPEAK FOR ANIMALS
PO BOX 24185GREENVILLESC29616NONEPCMISSIONS AND BENEVOLENCE$5,000
XERCES SOCIETY FOR INVERTEBRATE CONSERVATION
628 NE BROADWAY SUITE 200PORTLANDOR97232NONEPCMISSIONS AND BENEVOLENCE$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$161,043TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$51,468ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$90,510ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$141,978ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$141,978TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
4N/A
8N/A

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1HALSEY CHARITABLE LEAD TRUSTBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1THE COMMERCE TRUST COMPANY 922 WALNAddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64106ZIPCd
FieldValueIRS element (for citing)
Total Contributions$385,567TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,150Amt
Net Investment Income$1,575NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,575DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$46,363EOYBookValueAmt
EOYFMV$47,487EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCK-EQUITIESStockNm
EOY Book Value$358,012EOYBookValueAmt
EOYFMV$501,729EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$96,076USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$95,704USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$1,277,793BookValueAmt
EOYFMV$1,416,897EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescMISC. ADJUSTMENTDesc
Amt$1,386Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINV ADVISORY FEESDesc
Revenue And Expenses Per Books$20,345RevenueAndExpensesPerBooksAmt
Net Investment Income$20,345NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$405$405$0
FEDERAL TAXES$174$0$0

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.