HALEY FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- HALEY FAMILY FOUNDATION (EIN 81-3688781)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-08-22
- IRS object ID
- 201912349349100956
- Schema version
- 2018v3.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-08-22T15:16:06-04:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364199064 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | John W Huff CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5435 W Bull Valley Rd 108 | AddressLine1Txt |
| City | McHenry | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60050 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 813688781 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Haley Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HALE | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1413 Providence Drive | AddressLine1Txt |
| City | McHenry | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60051 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Sean M Haley | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8153631005 | PhoneNum |
| Signature | 2019-08-22 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | John W Huff | PreparerPersonNm |
| PTIN | P00028988 | PTIN |
| Phone | 8153631005 | PhoneNum |
| Preparation | 2019-08-22 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.14.19.79 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-08-22 | IPDt |
| IP Tm | 15:18:58 | IPTm |
| Federal Original Submission Id | 3690542019234iozk1ld | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-08-22 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A3CF0282585E844C7A0C0CDF41D4E1B23672DC62 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A3CF0282585E844C7A0C0CDF41D4E1B23672DC62 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $73,806 | 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 | $2,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $69 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $69 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $74 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $74 | DividendsNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,858 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,858 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,001 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,001 | TotalNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $618 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $618 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $618 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $618 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,390 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,390 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,008 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,008 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,001 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $73,813 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $73,806 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $73,806 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $73,813 | TotalAssetsBOYAmt |
| Total Assets EOY | $73,806 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $73,806 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $73,813 | UnrestrictedBOYAmt |
| Unrestricted EOY | $73,806 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $73,813 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $73,806 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $73,813 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $73,806 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $73,813 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7 | ExcessRevenueOverExpensesAmt |
| Subtotal | $73,806 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $73,806 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Adj Net Vl Noncharitable Assets | $0 | AdjNetVlNoncharitableAssetsAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $0 | AdjNonchrtblNetInvstIncmPctAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $60 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $60 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $60 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $60 | TaxDueAmt |
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 | IL | 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 |
| Individual With Books | Sean Haley | IndividualWithBooksNm |
| Phone | 8158140661 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1413 Providence Drive | AddressLine1Txt |
| City | McHenry | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60051 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
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 |
|---|---|---|---|---|---|---|---|---|
| Sean Haley | ||||||||
| 1413 Providence Drive | McHenry | IL | 60051 | President | 2.00 | $0 | $0 | $0 |
| Renae Haley | ||||||||
| 1413 Providence Drive | McHenry | IL | 60051 | Treasurer | 2.00 | $0 | $0 | $0 |
| Emily Sturm | ||||||||
| 3359 Byron | Chicago | IL | 60618 | Vice President | 1.00 | $0 | $0 | $0 |
| Elizabeth Cox | ||||||||
| 529 Maplewood | McHenry | IL | 60050 | Secretary | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Kelsey Stout Round Lake Illinois | Description1Txt |
| Expenses1 | $1,435 | Expenses1Amt |
| Description2 | Leadership Greater McHenry County Woodstock Illinois | Description2Txt |
| Expenses2 | $500 | Expenses2Amt |
| Description3 | Northern Illinois Food Bank Geneva Illinois | Description3Txt |
| Expenses3 | $2,000 | Expenses3Amt |
| Description4 | Raynal Cherefant Chicago Illinois | Description4Txt |
| Expenses4 | $455 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $73,810 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $73,810 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $73,810 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,107 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $72,703 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,635 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,635 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $60 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $60 | TotalTaxAmt |
| Distributable Before Adj | $3,575 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,575 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,575 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,008 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $5,008 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $5,008 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,575 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $1,046 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,784 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,830 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,008 | QualifyingDistributionsAmt |
| Applied To Current Year | $3,575 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,433 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,263 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $4,263 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $1,046 | ExcessFromYear2Amt |
| Excess From Year1 | $1,784 | ExcessFromYear1Amt |
| Excess From Current Year | $1,433 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Sean Haley | ContributingManagerNm |
| Contributing Manager | Renae Haley | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Kelsey Stout | |||||||
| 1512 Elm Avenue | Round Lake | IL | 60073 | None | I | Help with moving expenses | $1,435 |
| Leadership Greater McHenry | |||||||
| 1290 Lake Avenue | Woodstock | IL | 60098 | None | NC | Scholarship Fund | $500 |
| Northern Illinois Food Bank | |||||||
| 273 Dearborn Court | Geneva | IL | 60134 | None | NC | Feed the poor | $2,000 |
| Raynal Cherenfant | |||||||
| 1645 W Greenleaf Ave Apt 2E | Chicago | IL | 60626 | None | I | Help with moving expenses | $455 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,390 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $143 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,858 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Contributions | Desc |
| Related Or Exempt Function Incm | $2,000 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $5,001 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,001 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 04 | Helps to support foundations charitable purposes |
| 07 | Helps to support foundations charitable purposes |
| 11a | Helps to support foundations charitable purposes |
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 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Annual ReportFee | $115 | $0 | $0 | $115 |
| Miscellaneous | $478 | $0 | $0 | $478 |
| Bank Fee | $25 | $0 | $0 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Capital Gains | Desc |
| Revenue And Expenses Per Books | $2,858 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,858 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Comments