BETA

HARNEY PEAK FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
HARNEY PEAK FOUNDATION (EIN 47-1128458)
Tax period
2019-07-01 to 2020-06-30
Filed
2021-05-13
IRS object ID
202101339349102110
Schema version
2019v5.2
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)
Return2021-05-13T11:50:08-05:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN541487262PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MATTHEWS CARTER & BOYCEBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line112500 FAIR LAKES CIRCLE SUITE 260AddressLine1Txt
CityFAIRFAXCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22033ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN471128458EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HARNEY PEAK FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHARNBusinessNameControlTxt
Phone7037776455PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1424 MOSBY DRIVE SWAddressLine1Txt
CityLEESBURGCityNm
State AbbreviationVAStateAbbreviationCd
ZIP20175ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKATHERINE MOYEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7037776455PhoneNum
Signature2021-05-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKATHLEEN M FLAHERTYPreparerPersonNm
PTINP00969957PTIN
Phone7032183600PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,134,395FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$115InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$115InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$47,816DividendsRevAndExpnssAmt
Dividends Net Invst Incm$47,816DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$7,612NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$34,850GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$40,319TotalRevAndExpnssAmt
Total Net Invst Incm$47,931TotalNetInvstIncmAmt
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$1,100AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$9,660OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$9,660OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$496TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$496TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$441OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$11,697TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$9,660TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$496TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$50,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$50,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$61,697TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$9,660TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$50,496TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$21,378ExcessRevenueOverExpensesAmt
Net Investment Income$38,271NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$58,215CashBOYAmt
Cash EOY$53,444CashEOYAmt
Cash EOYFMV$53,444CashEOYFMVAmt
Corporate Stock BOY$1,097,610CorporateStockBOYAmt
Corporate Stock EOY$1,080,951CorporateStockEOYAmt
Corporate Stock EOYFMV$1,080,951CorporateStockEOYFMVAmt
Total Assets BOY$1,155,825TotalAssetsBOYAmt
Total Assets EOY$1,134,395TotalAssetsEOYAmt
Total Assets EOYFMV$1,134,395TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,155,825NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,134,395NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,155,825TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,134,395TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,155,825TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,134,395TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,155,825TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$21,378ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,134,447SubtotalAmt
Other Decreases$52OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,134,395TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
INTERNATIONAL PAPER COMPANY, 1.348 SHP2015-12-152019-10-07$53$51$2$2
METLIFE INC, 65.948 SHP2015-09-112019-10-07$3,803$3,883-$80-$80
CARNIVAL CORP, 10.279 SHP2015-07-092019-10-07$5,603$7,143-$1,540-$1,540
FEDEX CORP, 30.685 SHP2015-07-092019-10-07$4,385$5,358-$973-$973
INTERNATIONAL PAPER COMPANY, 154.777 SHP2015-07-152019-10-07$6,080$7,113-$1,033-$1,033
METLIFE INC, 29.2882 SHP2015-07-152019-10-07$3,321$3,590-$269-$269
VODAFONE GROUP PLC, 388.065 SHP2017-05-262019-10-07$11,605$15,324-$3,719-$3,719
FieldValueIRS element (for citing)
Capital Gain Net Income-$7,612CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$47,102AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,068,324NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.044090DistributionYr1Rt
Adjusted Qlfy Distri Yr2$39,456AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,061,409NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.037173DistributionYr2Rt
Adjusted Qlfy Distri Yr3$20,599AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$981,149NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.020995DistributionYr3Rt
Adjusted Qlfy Distri Yr4$12,494AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$907,808NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.013763DistributionYr4Rt
Adjusted Qlfy Distri Yr5$9,365AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$483,704NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.019361DistributionYr5Rt
Total Distribution0.135382TotalDistributionRt
Average Distribution0.027076AverageDistributionRt
Net Vl Noncharitable Assets$1,109,924NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$30,052AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$383NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$30,435AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$50,496QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$383InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$383SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$383TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$360EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$360TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$23TaxDueAmt

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 Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateVAOrgReportOrRegisterStateCd
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 BooksKATHERINE AND MICHAEL MOYEIndividualWithBooksNm
Phone7037776455PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1424 MOSBY DRIVE SWAddressLine1Txt
CityLEESBURGCityNm
State AbbreviationVAStateAbbreviationCd
ZIP20175ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KATHERINE T MOYE
424 MOSBY DRIVE SWLEESBURGVA20175PRESIDENT8.00$0$0$0
JOSEPH E MOYE
25036 OWL CREEK DRIVEALDIEVA20105VICE PRESIDENT4.00$0$0$0
MICHAEL J MOYE
424 MOSBY DRIVE SWLEESBURGVA20175SECRETARY/TREASURER10.00$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE FOUNDATION WAS FUNDED ON DECEMBER 31, 2014. DURING THE PERIOD JANUARY 1 - JUNE 30, 2015, THE FOUNDATION RESEARCHED ORGANIZATIONS THAT COULD BE POTENTIAL RECIPIENTS FOR CONTRIBUTIONS. IN THE CURRENT YEAR, DISTRIBUTIONS FROM THE FOUNDATION WERE PAID. THE FOUNDATION CONTINUES TO RESEARCH ELIGIBLE ORGANIZATIONS.THE CORPORATION IS IN YEAR FIVE OF THE FIVE YEAR START UP PERIOD. THEREFORE, THE PRIVATE FOUNDATION SET-ASIDE RULES APPLY.Description1Txt
Expenses1$0Expenses1Amt

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$1,126,826AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,126,826TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,126,826AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$16,902CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,109,924NetVlNoncharitableAssetsAmt
Minimum Investment Return$55,496MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$55,496MinimumInvestmentReturnAmt
Tax Based On Investment Income$383TaxBasedOnInvestmentIncomeAmt
Total Tax$383TotalTaxAmt
Distributable Before Adj$55,113DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$55,113DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$55,113DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$50,496ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$50,496QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$383PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$50,113AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$55,113DistributableAsAdjustedAmt
Undistributed Income PY$25,955UndistributedIncomePYAmt
Prior Year22014PriorYear2Yr
Total For Prior Years$20,399TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$50,496QualifyingDistributionsAmt
Applied To Year1$25,955AppliedToYear1Amt
Applied To Prior Years$20,399AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$4,142AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$50,971UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ASSOCIATION OF STATE FLOODPLAN MANAGERS FOUNDATION
8301 EXCELSIOR DRIVEMADISONWI53717NONE501(C)(3)SUPPORT DAILY OPERATIONS$1,000
BOULDER CREST RETREAT
PO BOX 117BLUEMONTVA20135NONE501(C)(3)SUPPORT OPERATIONS AND RECREATIONAL THERAPY FOR SERVICE MEN AND WOMEN.$7,000
MOBILE HOPE LOUDOUN
PO BOX 4135ASHBURNVA20148NONE501(C)(3)SUPPORT DAILY OPERATIONS$4,500
METAVIVOR
1783 FOREST DRIVE 184ANNAPOLISMD21401NONE501(C)(3)RESEARCH AND SURVIVOR SUPPORT SPECIFIC TO STAGE 4 METASTATIC BREAST CANCER.$6,000
TREE OF LIFE CENTER
210 N 21ST ST 0 UNITE DPURCELLVILLEVA20132NONE501(C)(3)SUPPORT DAILY OPERATIONS$20,000
SPECIAL OPERATIONS WARRIOR FOUNDATION
PO BOX 89367TAMPAFL33689NONE501(C)(3)SCHOLARSHIP GRANTS AND COUNSELING FOR WOUNDED SPECIAL OPERATIONS PERSONNEL.$6,000
LOUDOUN HUNGER RELIEF
750 MILLER DRIVE SUITE ALEESBURGVA20175NONE501(C)(3)TO HELP WITH THE MOBILE PANTRY PROJECT$5,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$50,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$115ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$47,816ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$7,612RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$47,931ExclusionAmt
Related Or Exempt Function Incm-$7,612RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$40,319TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number8LineNumberTxt
Relationship StatementSALE OF INVESTMENT ACTIVITIES WHICH FUND THE DAY TO DAY OPERATIONSRelationshipStatementTxt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$1,100Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionELECTION UNDER REGULATIONS SECTION 53.4942(A)-3(D)(2) TO APPLY EXCESS QUALIFYING DISTRIBUTIONS TO PRIOR YEAR'S UNDISTRIBUTED INCOME2019 QUALIFYING DISTRIBUTIONS ARE $50,496 OF WHICH $25,955 IS APPLIED TO 2018 UNDISTRIBUTED INCOME.HARNEY PEAKE FOUNDATION HEREBY ELECTS UNDER REGULATION SECTION 53.4942(A)-3(D)(2) TO APPLY $20,399 OF THE REMAINING 2019 QUALIFYING DISTRIBUTIONS TO PRIOR YEAR 2014 IN THE AMOUNT OF $20,399..ElectionDesc

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockAMERIPRISEStockNm
EOY Book Value$1,080,951EOYBookValueAmt
EOYFMV$1,080,951EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED INVESTMENT GAINDesc
Amt$52Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
REGISTRATION FEES$25$0$0
DOMAIN NAME EXPENSE$416$0$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$9,660Amt
Net Investment Income$9,660NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL INCOME TAXESCategoryTxt
Amt$496Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$496DisbursementsCharitablePrpsAmt

Comments

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