HARBOR ROAD FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
HARBOR ROAD FOUNDATION (EIN 20-3974072)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-09-09
IRS object ID
202012539349100901
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-09-09T12:09:29-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One Hollow Ln Ste 212AddressLine1Txt
CityLake SuccessCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN203974072EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Harbor Road FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlHARBBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARGARET HEALYPersonNm
Person TitlepresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2020-08-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address174.197.128.236IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id06391520202535000014FederalOriginalSubmissionId
Federal Original Submission Id2020-09-09FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdB19A53FA749DAD8C2EFDCAB0C5B79501992FC144AtSubmissionCreationDeviceId
At Submission Filing Device Id384717C1FADDEF7B1C9CB58DAC69F19ED4566B5BAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-01-07 14:23:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,507,635FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$138InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$138InterestOnSavNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$84,800NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$101,368GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$101,356CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$84,938TotalRevAndExpnssAmt
Total Net Invst Incm$101,494TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$1,303TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$10,339OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$50OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$10,289OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$11,642TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$50TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$10,289TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$57,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$57,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$68,642TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$50TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$67,289TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$16,296ExcessRevenueOverExpensesAmt
Net Investment Income$101,444NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$3,857SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$36,721SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$36,721SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$244,949CorporateStockBOYAmt
Corporate Stock EOY$228,381CorporateStockEOYAmt
Corporate Stock EOYFMV$1,470,914CorporateStockEOYFMVAmt
Total Assets BOY$248,806TotalAssetsBOYAmt
Total Assets EOY$265,102TotalAssetsEOYAmt
Total Assets EOYFMV$1,507,635TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$248,806RetainedEarningBOYAmt
Retained Earning EOY$265,102RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$248,806TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$265,102TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$248,806TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$265,102TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$248,806TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$16,296ExcessRevenueOverExpensesAmt
Subtotal$265,102SubtotalAmt
Tot Net Ast Or Fund Balances EOY$265,102TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$101,368GrossSalesPriceAmt
Cost Or Other Basis$12CostOrOtherBasisAmt
Gain Or Loss$101,356GainOrLossAmt
Gains Minus Excess Or Losses$101,356GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$101,356CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$53,195AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,347,617NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.039473DistributionYr1Rt
Adjusted Qlfy Distri Yr2$53,841AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,179,158NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.045661DistributionYr2Rt
Adjusted Qlfy Distri Yr3$36,892AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$989,954NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.037266DistributionYr3Rt
Adjusted Qlfy Distri Yr4$11,973AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$822,393NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.014559DistributionYr4Rt
Adjusted Qlfy Distri Yr5$57,737AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$819,144NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.070485DistributionYr5Rt
Total Distribution0.207444TotalDistributionRt
Average Distribution0.041489AverageDistributionRt
Net Vl Noncharitable Assets$1,369,100NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$56,803AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,014NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$57,817AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$67,289QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,014InvestmentIncomeExciseTaxAmt
Subtotal$1,014SubtotalAmt
Tax Based On Investment Income$1,014TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$900EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$114ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$1,014TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonMargaret HealyPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
TitlePres, Dir, SecTitleTxt
Average Hrs Per Wk Devoted To Pos1.0AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,367,802AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$22,147AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,389,949TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,389,949AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$20,849CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,369,100NetVlNoncharitableAssetsAmt
Minimum Investment Return$68,455MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$68,455MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,014TaxBasedOnInvestmentIncomeAmt
Total Tax$1,014TotalTaxAmt
Distributable Before Adj$67,441DistributableBeforeAdjAmt
Distributable Before Ded$67,441DistributableBeforeDedAmt
Distributable As Adjusted$67,441DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$67,289ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$67,289QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,014PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$66,275AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$67,441DistributableAsAdjustedAmt
Undistributed Income PY$64,623UndistributedIncomePYAmt
Prior Year12017PriorYear1Yr
Prior Year22016PriorYear2Yr
Prior Year32015PriorYear3Yr
Qualifying Distributions$67,289QualifyingDistributionsAmt
Applied To Year1$64,623AppliedToYear1Amt
Applied To Current Year$2,666AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$64,775UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BATTERY FOUNDATION
400 PACIFIC AVESAN FRANCISCOCA94133N/APCGeneral & Unrestricted$10,000
BUILDON INC
1111 SUMMER ST NO 602ASTAMFORDCT06905N/APCMalawi school and water project$7,000
BUILDON INC
1111 SUMMER ST NO 602ASTAMFORDCT06905N/APCSchool construction project in Malawi$30,000
PELICAN BAY VOLUNTEER ALLIANCE INC
627 HWY 49 S STE ARICHLANDMS39218N/APCGeneral & Unrestricted$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$57,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$138ExclusionAmt
FieldValueIRS element (for citing)
Div And Int From Sec Part VIIDivAndIntFromSecPartVIIGrp
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$84,800ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$84,938ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$84,938TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ALPHABET INC CL A$134,358$863,907
ALPHABET INC CL C$94,023$607,007

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administrative Fees$10,264$10,264
Bank Charges$50$50
State or Local Filing Fees$25$25

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2019$900
990-PF Excise Tax for 2018$403

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