HALSEY FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
HALSEY FAMILY FOUNDATION (EIN 20-2828241)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-10
IRS object ID
202121309349101532
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-05-10T12:43:08-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN202828241EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE HALSEY 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
Signature2021-04-28SignatureDt
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
Preparation2021-04-28PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,893,608FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$399,618ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$33,402DividendsRevAndExpnssAmt
Dividends Net Invst Incm$33,287DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$23,077NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$350,221GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$23,077CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$456,097TotalRevAndExpnssAmt
Total Net Invst Incm$56,364TotalNetInvstIncmAmt
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$3,100AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,550AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,550AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,303TaxesRevAndExpnssAmt
Taxes Net Invst Incm$900TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$17,092OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$17,092OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$21,495TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$19,542TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,550TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$233,911ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$233,911ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$255,406TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$19,542TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$235,461TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$200,691ExcessRevenueOverExpensesAmt
Net Investment Income$36,822NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$308,768SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$314,123SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$314,123SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$58,184USGovernmentObligationsBOYAmt
US Government Obligations EOY$69,979USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$73,403USGovtObligationsEOYFMVAmt
Corporate Stock BOY$234,636CorporateStockBOYAmt
Corporate Stock EOY$268,712CorporateStockEOYAmt
Corporate Stock EOYFMV$346,362CorporateStockEOYFMVAmt
Corporate Bonds BOY$35,852CorporateBondsBOYAmt
Corporate Bonds EOY$41,282CorporateBondsEOYAmt
Corporate Bonds EOYFMV$45,781CorporateBondsEOYFMVAmt
Other Investments BOY$853,549OtherInvestmentsBOYAmt
Other Investments EOY$997,484OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,113,939OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,490,989TotalAssetsBOYAmt
Total Assets EOY$1,691,580TotalAssetsEOYAmt
Total Assets EOYFMV$1,893,608TotalAssetsEOYFMVAmt
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$1,490,989RetainedEarningBOYAmt
Retained Earning EOY$1,691,580RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,490,989TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,691,580TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,490,989TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,691,580TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,490,989TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$200,691ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,691,680SubtotalAmt
Other Decreases$100OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,691,580TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MARKETABLE SECURITIES - LT BP2020-01-012020-12-31$255,414$241,814$16,616$16,616
MARKETABLE SECURITIES - ST AP2020-01-012020-12-31$34,014$36,846-$2,833-$2,833
MARKETABLE SECURITIES - LT NONCOVEREDP2020-01-012020-12-31$52,002$51,499$503$503
CAPITAL GAINS DIVIDENDSP$8,791$8,791$8,791
FieldValueIRS element (for citing)
Capital Gain Net Income$23,077CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$512InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$512SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$512TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$340EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$340TotalPaymentsAndCreditsAmt
Es Penalty$2EsPenaltyAmt
Tax Due$174TaxDueAmt

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$1,369,374AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$250,737AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,620,111TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,620,111AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$24,302CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,595,809NetVlNoncharitableAssetsAmt
Minimum Investment Return$79,790MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$79,790MinimumInvestmentReturnAmt
Tax Based On Investment Income$512TaxBasedOnInvestmentIncomeAmt
Total Tax$512TotalTaxAmt
Distributable Before Adj$79,278DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$79,278DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$79,278DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$235,461ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$235,461QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$235,461AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$79,278DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$72,603ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$61,315ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$89,184ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$148,165ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$195,884ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$567,151TotalExcessDistributionCyovAmt
Qualifying Distributions$235,461QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$79,278AppliedToCurrentYearAmt
Remaining Distri From Corpus$156,183RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$723,334TotalCorpusAmt
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$72,603ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$650,731ExcessDistriCyovToNextYrAmt
Excess From Year4$61,315ExcessFromYear4Amt
Excess From Year3$89,184ExcessFromYear3Amt
Excess From Year2$148,165ExcessFromYear2Amt
Excess From Year1$195,884ExcessFromYear1Amt
Excess From Current Year$156,183ExcessFromCurrentYearAmt

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
CAMDEN COUNTY HIGH SCHOOL FINE ARTS ACADEMY
6300 LAUREL ISLAND PARKWAYKINGSLANDGA31548NONEPCMISSIONS AND BENEVOLENCES$10,000
CAMDEN HOUSE SHELTER FOR VICTIMS OF FAMILY VIOLENCE
PO BOX 5159ST MARYSGA31558NONEPCMISSIONS AND BENEVOLENCES$10,000
GREENVILLE SYMPHONY ORCHESTRA
200 SOUTH MAIN STREETGREENVILLESC29601NONEPCMISSIONS AND BENEVOLENCES$20,000
HUMANE SOCIETY OF CAMDEN COUNTY
950 SOUTH GROVE BLVDKINGSLANDGA31548NONEPCMISSIONS AND BENEVOLENCES$41,411
INTERNATIONAL BALLET
1018 SOUTH BATESVILLE RDGREERSC29650NONEPCMISSIONS AND BENEVOLENCES$30,000
KING OF PEACE EPISCOPAL DAY SCHOOL
6230 LAUREL ISLAND PARKWAYKINGSLANDGA31548NONEPCMISSIONS AND BENEVOLENCE$15,000
MANOMET INC
125 MANOMET POINT RDPLYMOUTHMA02360NONEPCMISSIONS AND BENEVOLENCES$20,000
NATURE CONSERVANCY
4245 NORTH FAIRFAX DRIVE SUITE 100ARLINGTONVA222031606NONEPCMISSIONS AND BENEVOLENCES$20,000
XERCES SOCIETY FOR INVERTEBRATE CONSERVATION
628 NE BROADWAY SUITE 200PORTLANDOR97232NONEPCMISSIONS AND BENEVOLENCE$2,500
AMERICAN CHEMICAL SOCIETY
1155 16TH ST NWWASHINGTONDC20036NONEPCMISSIONS AND BENEVOLENCES$5,000
HSCC - COVID SUPPORT OPERATIONS
701 7TH ST NWWASHINGTONDC20001NONEPCMISSIONS AND BENEVOLENCES$50,000
AMELIA ISLAND CHAMBER MUSIC FESTIVAL
1405 PARK AVENUE STE 101FERNANDINA BEACHFL32034NONEPCMISSIONS AND BENEVOLENCES$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$233,911TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$33,402ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$23,077ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$56,479ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$56,479TotalIncomeProducingActyAmt

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$399,618TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,100Amt
Net Investment Income$1,550NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,550DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$41,282EOYBookValueAmt
EOYFMV$45,781EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCK-EQUITIESStockNm
EOY Book Value$268,712EOYBookValueAmt
EOYFMV$346,362EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$69,979USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$73,403USGovtObligationsEOYFMVAmt
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$997,484BookValueAmt
EOYFMV$1,113,939EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescMISC. ADJUSTMENTDesc
Amt$100Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INV ADVISORY FEES$16,942$16,942$0
EMA ANNUAL FEE$150$150$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$403$0$0
FEDERAL TAXES$900$900$0

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