The Haugh Foundation: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- The Haugh Foundation (EIN 47-5016481)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-28
- IRS object ID
- 202013029349101056
- Schema version
- 2019v5.1
- 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
- Form 990-PF
- Schedule B
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-28T15:56:04-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 475016481 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Haugh Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | HAUG | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES G HAUGH | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2020-10-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.82.234.252 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520203025000046 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-10-28 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B19A53FA749DAD8C2EFDCAB0C5B79501992FC144 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 384717C1FADDEF7B1C9CB58DAC69F19ED4566B5B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,278,515 | 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 | $20,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $911 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $911 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $112,552 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $112,552 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $308,790 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,338,882 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $308,790 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $442,253 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $422,253 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $95,223 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $95,223 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $6,504 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $6,504 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $59,911 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $32,200 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $27,711 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $13,958 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,837 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $9,600 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $9,600 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $29,473 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $29,473 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $956 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $956 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $40,958 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,925 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $39,033 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $256,583 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $39,962 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $208,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $211,828 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $211,828 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $468,411 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $39,962 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $420,328 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$26,158 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $382,291 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $225,000 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $267,808 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $267,808 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,424,735 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,173,720 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,787,109 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $1,041,549 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,223,598 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,223,598 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,691,284 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,665,126 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,278,515 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $5,691,284 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,665,126 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,691,284 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,665,126 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,691,284 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,665,126 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,691,284 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$26,158 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,665,126 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,665,126 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $2,338,882 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,030,092 | CostOrOtherBasisAmt |
| Gain Or Loss | $308,790 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $308,790 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $308,790 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,293,767 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,516,159 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.234541 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $817,947 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,227,358 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.131347 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $258,593 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,281,089 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048966 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,850 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,963,309 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.00247 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0 | DistributionYr5Rt |
| Total Distribution | 0.417324 | TotalDistributionRt |
| Average Distribution | 0.104331 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,432,332 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $462,430 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,823 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $466,253 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,602,377 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $3,823 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,823 | SubtotalAmt |
| Tax Based On Investment Income | $3,823 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,469 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $368 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $7,837 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $4,014 | OverpaymentAmt |
| Applied To ES Tax | $4,014 | 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 | DE | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 | Yes (true) | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| Dean Harriman | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Granger Haugh | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir | 10.0 | $95,223 | $0 | $0 |
| Lynne Haugh | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 1.0 | $0 | $0 | $0 |
| Scott Haugh | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Treas | 10.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | BEACON (1) - TO COMPLETE THE FARM PROCESSING FACILITY | Description1Txt |
| Expenses1 | $53,500 | Expenses1Amt |
| Description2 | BEACON (2) - TO ESTABLISH COMPOSTING FACILITIES | Description2Txt |
| Expenses2 | $390,500 | Expenses2Amt |
| All Other Program Rltd Invst Tot | $738,049 | AllOtherProgramRltdInvstTotAmt |
| Total | $1,182,049 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,213,620 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $286,209 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,499,829 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,499,829 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $67,497 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,432,332 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $221,617 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $221,617 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,823 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,823 | TotalTaxAmt |
| Distributable Before Adj | $217,794 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $217,794 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $217,794 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $420,328 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $1,182,049 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,602,377 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,823 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,598,554 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $217,794 | DistributableAsAdjustedAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Excess Distribution Cyov Yr2 | $481,926 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,026,663 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,508,589 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,602,377 | QualifyingDistributionsAmt |
| Applied To Current Year | $217,794 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,384,583 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,893,172 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,893,172 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $481,926 | ExcessFromYear2Amt |
| Excess From Year1 | $1,026,663 | ExcessFromYear1Amt |
| Excess From Current Year | $1,384,583 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Granger Haugh | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BARBELLS FOR BOOBS | |||||||||||
| 1006 E CHESTNUT AVE | SANTA ANA | CA | 92701 | N/A | PC | General & Unrestricted | $600 | ||||
| FLABOB AVIATION ASSOCIATES | |||||||||||
| 6207 TECATE DR | RIVERSIDE | CA | 92506 | N/A | PC | General & Unrestricted | $50,000 | ||||
| GARY SINISE FOUNDATION | |||||||||||
| PO BOX 368 | WOODLAND HILLS | CA | 91365 | N/A | PC | General & Unrestricted | $8,400 | ||||
| MARTIAL ARTS FOR LIFE | |||||||||||
| PO BOX 2874 | LA MESA | CA | 91943 | N/A | PC | General & Unrestricted | $700 | ||||
| NATIONAL CANINE CANCER FOUNDATION INC | |||||||||||
| 13835 N TATUM BLVD STE 9-448 | PHOENIX | AZ | 85032 | N/A | PC | General & Unrestricted | $500 | ||||
| NAVAL AVIATION MUSEUM FOUNDATION INC | |||||||||||
| 1 FETTERMAN WAY | PENSACOLA | FL | 32508 | N/A | PC | Flight Academy Special Needs Scholarship Fund | $87,500 | ||||
| SAN MARCOS ROTARY CLUB FOUNDATION | |||||||||||
| PO BOX 146 | SAN MARCOS | CA | 92079 | N/A | PC | Charitable Event | $1,000 | ||||
| SEATTLE UNIVERSITY | |||||||||||
| 901 12TH AVE | SEATTLE | WA | 98122 | N/A | PC | Nonprofit Leadership Excellence Fund | $1,500 | ||||
| SOLUTIONS FOR CHANGE INC | |||||||||||
| 722 W CALIFORNIA AVE | VISTA | CA | 92083 | N/A | PC | General & Unrestricted | $10,000 | ||||
| THE BEACON OF HOPE CAYMAN FOUNDATION LTD | |||||||||||
| N/A | PC | General & Unrestricted | $50,000 | PO BOX 10268 | GRAND CAYMAN | CJ | KY1-1003 | ||||
| ZERO-THE END OF PROSTATE CANCER | |||||||||||
| 515 KING ST STE 420 | ALEXANDRIA | VA | 22314 | N/A | PC | Charitable Event | $1,628 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $211,828 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $911 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $112,552 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $308,790 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $422,253 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $422,253 | 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 | The Haugh Family Trust | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10115 E Bell Road Suite 107 601 | AddressLine1Txt |
| City | Scottsdale | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 852602189 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $20,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BEACON (3) - OPERATING FUNDS TO ORGANIZATION ESTABLISHED TO PROVIDE A SUPPORTIVE ENVIRONMENT FOR INDIVIDUALS COMMITED TO DRUG AND ALCOHOL RECOVERY | Desc |
| Amt | $738,049 | Amt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (132 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AIA GROUP LTD ADR | $10,401 | $17,383 |
| AIR PRODS & CHEM INC | $8,189 | $8,695 |
| AIRBUS GROUP | $26,682 | $31,679 |
| ALTRIA GROUP INC | $9,752 | $8,784 |
| AMCAP FUND, INC., CLASS F-2 SH | $486,088 | $585,881 |
| AMCOR LTD ORD SHS | $2,093 | $2,070 |
| AMERICAN MUTUAL FUND CL F2 | $489,832 | $580,926 |
| AMERICAN TOWER REIT INC | $23,396 | $37,690 |
| AON PLC | $3,572 | $4,166 |
| ASAHI KAISAI CP ADR | $26,879 | $31,421 |
| ASML HOLDING NV NY REG SHS | $4,914 | $14,797 |
| ASSA ABLOY UNSP/ADR | $2,116 | $2,668 |
| ASTRAZENECA | $39,660 | $64,668 |
| BEIGENE LTD | $2,443 | $2,984 |
| BNP PARIBAS SPONS ADR | $4,121 | $4,839 |
| BOEING CO | $3,184 | $6,841 |
| BOUYGUES FF 50 PAR | $10,216 | $11,727 |
| BRITISH AMERICAN TOBACCO PLC | $37,935 | $30,189 |
| BROADCOM INC | $28,629 | $36,026 |
| CALRSBERG AS SP ADR REP B | $34,431 | $41,855 |
| CANADIAN NATL RAILWAY CO | $2,112 | $3,256 |
| CAPITAL WORLD BOND FUND., CLAS | $182,174 | $190,040 |
| CHEVRON CORP | $13,429 | $14,823 |
| CLOROX CO | $9,276 | $8,598 |
| CME GROUP, INC | $19,949 | $32,115 |
| CMS ENERGY CP | $11,570 | $14,328 |
| CROWN CASTLE INTL | $37,663 | $50,179 |
| DAIICHI SANKYO CO LTD SPONSORE | $3,090 | $3,361 |
| DAIKIN INDS LTD ADR | $2,636 | $2,966 |
| DBS GROUP HLDGS SPON ADR | $1,541 | $1,620 |
| DENSO CORP ADR | $2,080 | $2,101 |
| DEUTSCHE BOERSE ADR | $2,612 | $3,038 |
| DIAGEO PLC ADS | $29,269 | $46,147 |
| DIGITAL RLTY TR INC | $14,249 | $14,489 |
| DNB NOR ASA SPONSOR ADR | $2,317 | $3,337 |
| DOW CHEMICAL PV | $7,953 | $9,249 |
| DSV UNSP ADR EACH REPR 0.5 ORD | $2,211 | $4,858 |
| EDISON INTL | $19,655 | $24,810 |
| ELI LILLY & CO | $9,442 | $15,114 |
| ENBRIDGE INC | $28,241 | $29,788 |
| ENEL SOCIETA PER AZI | $22,653 | $27,028 |
| EQUINIX, INC | $11,954 | $13,425 |
| EQUITRANS MIDSTREAM CORPORATIO | $6,721 | $4,235 |
| ESSILOR INTL ADR | $12,268 | $13,710 |
| EVEREST RE GROUP LTD | $9,156 | $9,413 |
| EXELON CORPORATION | $10,895 | $11,170 |
| GALAPAGOS NV | $5,661 | $7,653 |
| GENMAB A/S SPON | $6,930 | $9,356 |
| GIVAUDAN SA UNSP/ADR | $12,176 | $14,454 |
| GLAXOSMITHKLINE PLC | $17,417 | $20,018 |
| GRIFOLS SA REP 1/2 CL B | $1,848 | $2,748 |
| GROUPE DANONE ADS | $28,683 | $31,117 |
| HDFC BANK LTD ADR | $3,945 | $7,921 |
| HERMES INTL 10 ADR | $2,414 | $3,318 |
| HONG KONG EX&CL UNSP/ADR | $39,649 | $39,138 |
| HOYA CORP SPONS ADR | $3,607 | $4,724 |
| HP INC | $2,929 | $4,788 |
| HUTCHINSON CHINA MEDITECH LTD | $2,177 | $1,655 |
| IBERDROLA ADR | $28,718 | $36,105 |
| IMPERIAL BRANDS PL | $24,339 | $12,846 |
| INTEL CORP | $16,278 | $22,384 |
| INTERCONTINENTAL HOTELS GROUP | $3,771 | $3,777 |
| JAPAN TOB INC | $7,201 | $7,083 |
| JARDINE MATHESON UNS/ADR | $3,002 | $2,597 |
| JP MORGAN CHASE | $6,406 | $7,667 |
| KERING UNSPON ADR EA REPR 0.1 | $2,935 | $8,693 |
| KEYENCE CORPORATION,FIRST SECT | $13,831 | $20,443 |
| KLA TENCOR CORP | $8,023 | $8,196 |
| KON KPN NV SPON ADR REP 1 ORD | $23,063 | $19,764 |
| KONINKLIJKE PHILIPS ELECTRONIC | $11,906 | $14,201 |
| KOSE CORPORATION UNSP ADR | $5,807 | $4,902 |
| L'AIR LIQUIDE ADR OTC | $1,947 | $3,086 |
| L'OREAL ADR | $6,565 | $11,068 |
| LAS VEGAS SANDS CORP | $27,358 | $31,137 |
| LLOYDS BANKING GROUP PLC | $13,827 | $15,623 |
| LONDON STK EXCHANGE GROUP | $9,599 | $17,193 |
| LONGFOR PROPERTIES UNSP ADR | $7,034 | $26,508 |
| LVMH MOET HENN UNSP | $4,567 | $8,394 |
| MERCADOLIBRE, INC | $1,060 | $2,860 |
| MICROSOFT CORP | $10,566 | $26,178 |
| MURATA MFG INC UNSP/ADR | $4,012 | $5,699 |
| NASPERS LTD N SPONS ADR | $2,427 | $1,986 |
| NESTLE S.A | $26,436 | $34,860 |
| NETAPP, INC | $10,178 | $10,271 |
| NEW WORLD FUND, INC (F2) | $149,923 | $200,848 |
| NIDEC CORPORATION ADR | $5,906 | $7,971 |
| NINTENDO CO LTD ADR UNSPON | $8,045 | $9,631 |
| NIPPON TELEGRAPH & TELEPHONE C | $11,117 | $11,666 |
| NOVARTIS AG ADR | $2,663 | $3,788 |
| NOVO NORDISK A S | $10,767 | $17,422 |
| NUTRIEN LTD | $18,545 | $16,816 |
| PERNOD-RECARD SA | $8,682 | $13,657 |
| PFIZER INC | $12,075 | $14,771 |
| PHILIP MORRIS INTL | $19,747 | $20,166 |
| PNC FINANCIAL GROUP INC | $6,983 | $9,099 |
| PROCTER GAMBLE CO | $10,816 | $15,987 |
| PROSUS NV ADR | $975 | $909 |
| QUALCOMM INC | $20,876 | $27,969 |
| RECKITT BENCKISER GROUP | $23,166 | $21,843 |
| RELX PLC | $15,926 | $18,725 |
| ROYAL CARRIBEAN CRUISE | $10,244 | $10,948 |
| ROYAL DUTCH SHEL PLC SPONS ADR | $32,671 | $27,046 |
| RYOHIN KEIKAKU | $1,370 | $1,492 |
| SAFRAN SA - UNSPON ADR | $7,024 | $16,022 |
| SAMPO PLC UNSPONSORED ADR | $23,757 | $22,824 |
| SAMSONITE | $1,683 | $1,509 |
| SANDS CHINA LTD UNSP ADR | $24,579 | $27,580 |
| SAP AKTIENGESELL ADS | $9,798 | $13,533 |
| SCHLUMBERGER LTD | $5,977 | $6,432 |
| SHIN-ETSU CHEMICAL C | $6,233 | $7,508 |
| SMC CORP | $9,369 | $14,055 |
| SOFTBANK CP UNSP ADR | $6,416 | $6,225 |
| SONOVA HOLDING AG AD | $2,043 | $3,615 |
| SSE PLC SPON ADR | $14,809 | $14,398 |
| SUZUKI MOTOR CORP UNSP ADR | $3,359 | $3,335 |
| SVENSKA HANDELSBK UNS ADR | $5,236 | $5,135 |
| SWEDBANK AB S/ADR | $6,464 | $6,413 |
| TAIWAN SEMICONDUCTOR MFG CO LT | $40,818 | $72,741 |
| TENCENT HOLDINGS LIMITED | $2,211 | $2,352 |
| TEXAS INSTRUMENTS INC | $7,389 | $14,625 |
| THE BOND FD OF AMERICA, CLASS | $367,520 | $375,422 |
| THE COCA-COLA CO | $15,049 | $19,594 |
| TOTAL FINA ELF S.A | $2,306 | $2,599 |
| TRUIST FINANCIAL CORPORATION | $17,415 | $20,444 |
| UNICHARM CORP - SPN ADR | $7,868 | $8,346 |
| UNILEVER PLC AMER | $3,126 | $3,888 |
| UNION PACIFIC | $7,936 | $8,136 |
| VERIZON COMMUNICATIONS | $4,365 | $4,482 |
| VODAFONE GROUP PLC | $33,689 | $29,614 |
| VTECH HOLDINGS ADR | $6,064 | $6,656 |
| WYNN MACAU | $2,150 | $3,365 |
| ZURICH INS GROU ADR | $20,629 | $26,609 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PRI-BEACON OF HOPE CAYMAN FD 1 | $53,500 | $53,500 |
| PRI-BEACON OF HOPE CAYMAN FD 2 | $390,500 | $390,500 |
| PRI-BEACON OF HOPE CAYMAN FD 3 | $738,049 | $738,049 |
| AIRCRAFT - 1944 ROYAL NAVY BEE | $1,041,549 | $1,041,549 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $30,951 | $30,951 | |
| Bank Charges | $1,925 | $1,925 | |
| Computers/Electronic Devices | $248 | $248 | |
| Equipment Maintenance | $1,284 | $1,284 | |
| EQUIPMENT PURCHASE | $2,107 | $2,107 | |
| Foundation Dues & Memberships | $2,499 | $2,499 | |
| Insurance Premiums | $839 | $839 | |
| Office Supplies | $272 | $272 | |
| Postage/Delivery Service | $65 | $65 | |
| Website Hosting/Support | $768 | $768 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $32,200 | $32,200 | |
| PHILANTHROPIC CONSULTING SVCS | $3,550 | $3,550 | |
| AIRCRAFT MAINTENANCE & TRANSP. | $24,161 | $24,161 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2019 | $2,900 | |
| 990-PF Extension for 2018 | $5,221 | |
| Foreign Tax Paid | $5,837 | $5,837 |
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