HAP FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
HAP FOUNDATION (EIN 68-0375884)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-15
IRS object ID
201921359349103102
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

FieldValueIRS element (for citing)
Return2019-05-15T12:26:54-07:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN841378630PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Schafer & Co PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 3087AddressLine1Txt
CityBozemanCityNm
State AbbreviationMTStateAbbreviationCd
ZIP597723087ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN680375884EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HAP FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHAPFBusinessNameControlTxt
Phone4066246232PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1401 S 3RD AVENUEAddressLine1Txt
CityBOZEMANCityNm
State AbbreviationMTStateAbbreviationCd
ZIP59715ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHARRY A PARKS JRPersonNm
Person TitlePresidentPersonTitleTxt
Signature2019-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRonald L SchaferPreparerPersonNm
PTINP00947776PTIN
Phone4065871636PhoneNum
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$174,914FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$25,250ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Total Rev And Expnss$25,250TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$725AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$10TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$276,506OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$277,241TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$31,900ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$31,900ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$309,141TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$31,900TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$283,891ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$182,324CashBOYAmt
Cash EOY$174,914CashEOYAmt
Cash EOYFMV$174,914CashEOYFMVAmt
Mortgage Loans BOY$276,481MortgageLoansBOYAmt
Total Assets BOY$458,805TotalAssetsBOYAmt
Total Assets EOY$174,914TotalAssetsEOYAmt
Total Assets EOYFMV$174,914TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$250,000CapitalStockBOYAmt
Capital Stock EOY$250,000CapitalStockEOYAmt
Retained Earning BOY$208,805RetainedEarningBOYAmt
Retained Earning EOY-$75,086RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$458,805TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$174,914TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$458,805TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$174,914TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$458,805TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$283,891ExcessRevenueOverExpensesAmt
Subtotal$174,914SubtotalAmt
Tot Net Ast Or Fund Balances EOY$174,914TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$25,450AdjustedQlfyDistriYr1Amt
Adjusted Qlfy Distri Yr2$25,250AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$132,587NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.19044DistributionYr2Rt
Adjusted Qlfy Distri Yr3$21,700AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$94,196NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.23037DistributionYr3Rt
Adjusted Qlfy Distri Yr4$25,100AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$67,462NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.37206DistributionYr4Rt
Adjusted Qlfy Distri Yr5$24,600AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$50,795NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.48430DistributionYr5Rt
Total Distribution1.277173TotalDistributionRt
Average Distribution0.255435AverageDistributionRt
Adj Nonchrtbl Net Invst Incm Pct$0AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$31,900QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Estimated Plus Ovpmt Incm Tx$239EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$239TotalPaymentsAndCreditsAmt
Overpayment$239OverpaymentAmt
Applied To ES Tax$239AppliedToESTaxAmt

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
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
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
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1HARRY A PARKS JRBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4066246232PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1401 S 3RD AVENUEAddressLine1Txt
CityBOZEMANCityNm
State AbbreviationMTStateAbbreviationCd
ZIP59715ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
HARRY A PARKS JR
401 S 3RD AVENUEBOZEMANMT59715President0.00$0
GAIL W PARKS
401 S 3RD AVENUEBOZEMANMT59715Secretary0.00$0
KRISTEN PARKS SUTHERLAND
401 S 3RD AVENUEBOZEMANMT59715Vice President0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$31,900ExpensesAndContributionsAmt
Qualifying Distributions$31,900QualifyingDistributionsAmt
Adjusted Qualifying Distri$31,900AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$22,060ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$21,727ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$16,990ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$18,621ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$25,450ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$104,848TotalExcessDistributionCyovAmt
Qualifying Distributions$31,900QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$31,900RemainingDistriFromCorpusAmt
Total Corpus$136,748TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$22,060ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$114,688ExcessDistriCyovToNextYrAmt
Excess From Year4$21,727ExcessFromYear4Amt
Excess From Year3$16,990ExcessFromYear3Amt
Excess From Year2$18,621ExcessFromYear2Amt
Excess From Year1$25,450ExcessFromYear1Amt
Excess From Current Year$31,900ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerHARRY A PARKS JRContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
LOVE INC
P O BOX 7117BOZEMANMT59771NONEPCHUMANITARIAN AID$850
COMMUNITY CHAPLAIN RESOURCES
P O BOX 938DANVILLECA94526NONEPCRELIGIOUS$6,000
MONTANA FAMILY INSTITUTE
P O BOX 494LAURELMT59044NONEPCEDUCATION FOR FAMILIES$1,000
BAY AREA RESCUE MISSION
P O BOX 1112RICHMONDCA94802NONEPCHOMELESS AID, COUNSELING AND TRAINING$2,500
HRDC
32 S TRACY AVENUEBOZEMANMT59715NONEPCHOMELESS, FOODBANK, ENERGY SHARE$2,000
THE BRIDGE CHURCHES
3620 HAPPY VALLEY ROADLAFAYETTECA94549NONEPCRELIGIOUS$2,500
L A M A
P O BOX 123SOLVANGCA93464NONEPCYOUTH PROGRAMS$1,500
CAMPUS CRUSADE FOR CHRIST
P O BOX 5246PLEASANTONCA94566NONEPCYOUTH PROGRAMS$2,800
RUBY VALLEY HEALTHCARE FOUNDATION
120 S MAIN ST 103SHERIDANMT59749NONEPCHEALTHCARE$12,500
AMERICAN VALUES
420 LEXINGTON AVENUE ROOM 1706NEW YORKNY10170PCRELIGIOUS$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$31,900TotalGrantOrContriPdDurYrAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$725Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
FEES$25
LOSS ON WORTHLESS INVESTMENT$276,481

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFRANCHISE TAX BOARDCategoryTxt
Amt$10Amt

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