HALSEY FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HALSEY FAMILY FOUNDATION (EIN 20-2828241)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-06-02
- IRS object ID
- 202541539349100969
- Schema version
- 2024v5.0
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-06-02T16:10:09-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 452722411 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLEN & WILSON CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2630 NW 41ST ST STE C-3 | AddressLine1Txt |
| City | GAINESVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202828241 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HALSEY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HALS | BusinessNameControlTxt |
| Phone | 8165919523 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5117 SW 27TH DRIVE | AddressLine1Txt |
| City | GAINESVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32608 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN F HALSEY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8165919523 | PhoneNum |
| Signature | 2025-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHERINE D ALLEN | PreparerPersonNm |
| PTIN | P01493986 | PTIN |
| Phone | 3523361594 | PhoneNum |
| Preparation | 2025-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $2,859,583 | 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 | $404,443 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,246 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,246 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $68,562 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $68,562 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $112,902 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $716,182 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $112,902 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $587,153 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $182,710 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,570 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,785 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,785 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,836 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $19,398 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $19,398 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $24,804 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,183 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,785 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $200,161 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $200,161 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $224,965 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,183 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $201,946 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $362,188 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $161,527 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $142,077 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $150,373 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $150,373 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $380,347 | CorporateStockBOYAmt |
| Corporate Stock EOY | $460,228 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $538,752 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,582,351 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,856,362 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,170,458 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,104,775 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,466,963 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,859,583 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,104,775 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,466,963 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,104,775 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,466,963 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,104,775 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,466,963 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,104,775 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $362,188 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,466,963 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,466,963 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SECURITIES SOLD - NET ST GAIN | P | $664,134 | $603,280 | $60,854 | $60,854 |
| SECURITIES SOLD - NET LT GAIN | P | $44,235 | $44,235 | $44,235 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $112,902 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $60,854 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,245 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,245 | SubtotalAmt |
| Tax Based On Investment Income | $2,245 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $4,490 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $4,490 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,245 | OverpaymentAmt |
| Applied To ES Tax | $2,245 | 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 | FL | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | JOHN F HALSEY | IndividualWithBooksNm |
| Phone | 8165919523 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5117 SW 27TH DRIVE | AddressLine1Txt |
| City | GAINESVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32608 | 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 |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN F HALSEY | ||||||||
| 5117 SW 27TH DRIVE | GAINESVILLE | FL | 32608 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| SANDRA M HALSEY | ||||||||
| 5117 SW 27TH DRIVE | GAINESVILLE | FL | 32608 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,627,656 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $33,855 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,661,511 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,661,511 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $39,923 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,621,588 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $131,079 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $131,079 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,245 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,245 | TotalTaxAmt |
| Distributable Before Adj | $128,834 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $128,834 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $128,834 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $201,946 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $201,946 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $128,834 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $195,884 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $156,183 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $63,890 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $204,847 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $143,815 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $764,619 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $201,946 | QualifyingDistributionsAmt |
| Applied To Current Year | $128,834 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $73,112 | RemainingDistriFromCorpusAmt |
| Total Corpus | $837,731 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $195,884 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $641,847 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $156,183 | ExcessFromYear4Amt |
| Excess From Year3 | $63,890 | ExcessFromYear3Amt |
| Excess From Year2 | $204,847 | ExcessFromYear2Amt |
| Excess From Year1 | $143,815 | ExcessFromYear1Amt |
| Excess From Current Year | $73,112 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN F HALSEY | ContributingManagerNm |
| Contributing Manager | SANDRA M HALSEY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALOIS SOCIETY (ALZHEIMER'S ASSN) | ||||||||
| PO BOX 96011 | WASHINGTON | DC | 200906011 | N | 501(C)(3) | MISSIONS & BENEVOLENCES | $1,000 | |
| BEST FRIENDS ANIMAL SOCIETY | ||||||||
| 5001 ANGEL CANYON ROAD | KANAB | UT | 84741 | N | MISSIONS AND BENEVOLENCES | $1,000 | ||
| CAMDEN HOUSE SHELTER FOR VICTIMS | ||||||||
| PO BOX 5159 | ST MARYS | GA | 31558 | N | 501(C)(3) | MISSIONS AND BENEVOLENCES | $5,000 | |
| CORNELL LAB OF ORNITHOLOGY | ||||||||
| 159 SAPSUCKER WOODS RD | ITHACA | NY | 14850 | N | 501(C)(3) | MISSIONS AND BENEVOLENCES | $10,000 | |
| GAINESVILLE ORCHESTRA | ||||||||
| 3000 NW 83 ST FA 113 | GAINESVILLE | FL | 32606 | N | 501(C)(3) | MISSIONS AND BENEVOLENCES | $18,661 | |
| HUMANE SOCIETY OF CAMDEN COUNTY | ||||||||
| 950 SOUTH GROVE BLVD | KINGSLAND | GA | 31548 | N | MISSIONS AND BENEVOLENCES | $115,000 | ||
| HUMANE SOCIETY OF N C FL | ||||||||
| 4205 NW 6TH ST | GAINESVILLE | FL | 32608 | N | 501(C)(3) | MISSIONS & BENEVOLENCES | $25,000 | |
| MARA ELEPHANT PROJECT | ||||||||
| 4000 W106 ST STE 125 | CARMEL | IN | 46032 | N | 501(C)(3) | MISSIONS & BENEVOLENCES | $1,000 | |
| MARINE MAMMAL CENTER | ||||||||
| 2000 BUNKER RD | SAUSALITO | CA | 94965 | N | 501(C)(3) | MISSIONS AND BENEVOLENCES | $6,000 | FORT CRONKHITE |
| NATIONAL AUDUBON SOCIETY | ||||||||
| 225 VARICK ST | NEW YORK | NY | 10014 | N | 501(C)(3) | MISSIONS & BENEVOLENCES | $1,000 | |
| SAVE THE CHILDREN | ||||||||
| 501 KINGS HWY E STE 400 | FAIRFIELD | CT | 06825 | N | 501(C)(3) | MISSIONS & BENEVOLENCES | $5,000 | |
| THE XERCES SOCIETY | ||||||||
| PO BOX 97387 | WASHINGTON | DC | 200907387 | N | 501(C)(3) | MISSIONS & BENEVOLENCES | $1,500 | |
| UF FOUNDATION PERFORMING ARTS | ||||||||
| PO BOX 14425 | GAINESVILLE | FL | 326049949 | N | 501(C)(3) | MISSIONS & BENEVOLENCES | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $200,161 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,246 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $68,562 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $112,902 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $182,710 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $182,710 | TotalIncomeProducingActyAmt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | HALSEY CHARITABLE LEAD TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THE COMMERCE TRUST CO 922 WALNUT ST | AddressLine1Txt |
| Address Line2 | SUITE 1100 | AddressLine2Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $404,443 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RSM TAX SERVICES | CategoryTxt |
| Amt | $3,570 | Amt |
| Net Investment Income | $1,785 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,785 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK-EQUITIES | StockNm |
| EOY Book Value | $460,228 | EOYBookValueAmt |
| EOYFMV | $538,752 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,856,362 | BookValueAmt |
| EOYFMV | $2,170,458 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT MANAGEMENT FEES | $19,245 | $19,245 |
| ANNUAL FEE | $150 | $150 |
| OTHER DEBITS-ML | $3 | $3 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990PF TAX PAID | CategoryTxt |
| Amt | $1,836 | Amt |
Comments